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Because the real estate stocks in Hong Kong stock market are very light, because a large number of stocks are held by Evergrande and rongchuang, and the shareholding ratio is more than 75%, or even 80%. There are very few stocks in the market that are really in circulation. A small trading volume can influence the market trend. So, you can see that the daily trading volume of Evergrande and rongchuang in Hong Kong stock market is very limited, which is not worth mentioning in China.
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So I said, "after this wave, it's natural that capital allocation will not die." This sentence is not angry. The current allocation is much more crazy than in 2015, and the crazy allocation will expose more and bigger problems, which will lead to the management determined to eliminate this hidden danger. Capital allocation is self inflicted crime. In order to compete for customers, each capital allocation company does everything in its power, and its demise is due to madness. Last year's P2P is the same. The East India Company, tulip, digital currency and so on in history are the same. This is the reason of heaven. It has nothing to do with what kind of product it is.
There always are measures to against the policies.
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Today not only used financial stocks to protect the plate, but also pulled up two barrels of oil, so it also kept the Shanghai composite index above 3340. On the whole, I think that the main body of the organization will be relatively passive in the future because it is too eager to protect the disk, moves too early and fully exposes its strategic intention.
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Why do the main funds retreat in this place? Because their positions are too heavy. On the one hand, more than 50% of fund managers are optimistic about the market in September. On the other hand, the proportion of private placement with heavy positions as high as 74.8% is close to 75%. This is a common position of private placement, while the position of public offering is about 84.86%, close to 85%. The proportion of this position is more than 79% of 5178 points, The agency's new incremental funding is actually very limited. In other words, it's time for organizations to cut leeks, which is the season for them to cut leeks.
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