Home > Uncategorized > 曾渊沧:A股急跌似有阴谋

曾渊沧:A股急跌似有阴谋

If it’s really true, then we should be seeing a rebound next week. I’m still trying to make sense of the current economic situation. Is it going to be a double dip? With the current H&S setup in S&P500, it seems possible and according to many Elliot Wave specialist, yesterday is just a start. Projected value of bottom might also meet the double bottom projections. But has the economy went this bad, this is something to be ponder about.

Job market is picking up especially in Singapore. Banking and IT is hiring a lot more. Glad that I’m in IT to be able to have the choice. Anyway 曾渊沧 is someone I respected a lot, so I’ll still keep his opinion in mind. Especially when a H&S setup failed, it will signify more bullishness ahead! Will be looking more into the major indexes to get some clue.

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曾渊沧 香港城市大学 MBA课程主任

  农业银行(1288)上市正式接受申请认购的前夕,内地股市突然急跌,上证综合指数急跌 4.3%,深圳 A股指数跌幅更大,达 5.5%,内地股市急跌导致港股午后一开市就跟着狂跌,最后恒指跌 2.3%,亚太股市也无一幸免,全部下跌,一般下跌幅度都超过 1%,欧洲各国股市在香港时间 3时后开始也同样大跌,经过昨日的大跌后,上证综合指数已经跌破 2500点大关,再创新低,这会令投资者感到心寒。

  内地股市何以大跌?难道还是中央打压楼市的老问题?或者有新的解释?有人说是担心欧洲双底衰退,欧洲多国近日宣布紧缩财政开支,在经济仍未真正复苏之前搞紧缩财政开支,的确会造成经济再度衰退,也许欧洲有新的政权刚刚上台执政,当新政府刚上台,数年内不须担心选举,可以推行先苦后甜的政策,等多几年再一次放宽银根,增加政府开支来刺激经济,以迎接新的选举。 1994年,当时为美国总统克林顿就很成功地玩这一招,当时经济也是刚起步,还未完全复苏,克林顿就加息,削政府开支,导致 1994年经济再一次衰退,股市也再大跌。而今日的美国总统奥巴马上任至今,名望日走下坡,但至今仍未见他玩这种先苦后甜的战略。

  除了担心欧洲双底衰退外,昨日内地股市的急跌,是否有甚么阴谋在内?

  销情佳信置股价未见好

  我隐隐感觉到是一项阴谋,否则若只是担心双底衰退,为甚么股市早不跌,迟不跌,偏偏在农行正式推出让投资者认购的前夕才大跌?是不是有大户想利用推倒股市来影响农行在最后一段定价可更便宜一点,减低自己的投资成本?

  昨日,传媒对农行上市定价的最新报道是, A股定价为 2.52元至 2.68元人民币, H股定价则介于 2.88元至 3.48港元,很明显地 A股定价比 H股低。以前许多企业都说要到内地上市集资,因为可以卖高一些价格,现在情况竟然相反了。

  帝峰.皇殿是港府“ 9招 12式”生效后第一个推出市场的新楼,销售成绩很好,但昨日信和置业(083)股价依然不得不随大市下跌。

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