Financial stocks fell miserably, housing stocks fell even worse 苏黎世之秋

Financial stocks have fallen miserably in the real shares fell more miserable hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client Sina App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future? Sina Hong Kong stocks launched "Hong Kong stocks are not attractive" big discussion, with a rational and constructive attitude, welcome to pay attention to Hong Kong stocks, people concerned about the capital market, together with Hong Kong stocks for advice and suggestions, and conspiracy of Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Deutsche Bank is in financial crisis, is financial stocks the best performing stock today? The impression is normal, but it is also quoted in the stock market as a negative message to cover up another negative news. Deutsche Bank as one of the world’s largest bank, if the financial crisis, which not only financial stocks, will believe that the global financial system was on the brink of collapse again. So, financial stocks should appear more substantial decline, but this morning, HSBC and Standard Chartered group (00005-HK) (02888-HK) or recorded only about 1% decline, does not seem to have a negative news on Deutsche bank. The reason for this is that there is another negative news on the market, leading to a larger decline in the other category. Is a kind of news, enough to have the opportunity to cover the financial plight of Deutsche Bank? Is the mainland and local governments to introduce property market regulation measures. Mainland property prices in the "high price" or "epilepsy", has not only happened today; local government moves to regulate the property market news, not today. With the official media repeatedly bombarded, Nanjing, Fuzhou, Hangzhou and Shenzhen government moves, so as to avoid the property market growth is too fast, I believe many investors have expected. But today, Shenzhen city government moves again, but enough to make a crowd of housing stocks down, China Overseas (00688-HK) fell 3.1%, Huarun (01109-HK) fell 4%, China’s 03333-HK (Evergrande) fell 3%, this range of decline is too hasty. Local government moves, housing stock fell, reasonable, but the surprise is that why the decline is so urgent, so big. In fact, such a situation, such as the time to announce the news. Today is September 30th, the last trading day of September, in the mainland property sales in September and October is golden, Shenzhen and other local governments have been close to the end of September moves, has pointed out that in order to combat senior developers in sales in October. Move time is so sensitive, the housing stock will not appear a larger decline?. Overall, the city fell 301 points this morning, if all the "attributed" to the housing stock is unfair, because the proportion of housing stocks in the Hang Seng index is far less than the financial stocks. Even though today’s financial stocks have fallen less than their share of internal housing, the negative impact on the city has been significantly higher. 01299-HK dropped by 2% this morning, which dragged down the big city by 41 points, 601939-CN (0093)

金融股跌得惨 内房股跌得更加惨 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经App:直播上线 博主一对一指导 新浪港股APP:实时行情 独家内参   港股还值不值得投资?出现了什么问题?未来出路在哪里?新浪港股发起“港股还有没有吸引力”大讨论,以理性、建设性的态度,欢迎关注港股、关注资本市场的人士,一起为港股建言献策,共谋港股市场的明天。来稿请至hkstock_biz@sina 。   德意志银行陷入财务危机,金融股是今日表现最佳的股份?有此观感属正常不过,但是亦引证出在股市,是一个负面消息掩盖另一个负面消息。德银作为全球最大规模的银行之一,若该行陷入财务危机,届时不单止金融股,相信是全球金融体系将会再次陷入崩溃边缘。既然如此,金融股应该会出现较大幅度跌幅,但是今早汇丰控股(00005-HK)及渣打集团(02888-HK)跌幅只录得约1%跌幅,看来并无受到德银的负面消息拖累。发出这种情况,是因为市场上传出另一个负面消息,导致另一类股份出现更大的跌幅。是一个怎样的消息,足以掩盖德银财务有机会陷入困局?就是内地再有地方政府推出楼市调控措施。   内地楼价处于“天价”或“癫价”,已非是今日才发生的事;地方政府出招调控楼市的消息,亦非今日传出。随着官方媒体连番发文炮轰,南京、福州、杭州及深圳政府出招以免楼市升幅过大过快,相信不少投资者已有预期。但是今日深圳市政府再出招,却足以令到一众内房股全面向下,中国海外(00688-HK)跌3.1%、华润置地(01109-HK)跌4%,中国恒大(03333-HK)跌3%,这种幅度的跌势未免太急。   地方政府出招,内房股下跌,合理,但是令人感到意外之处,在于跌幅为何如此急,如此大。其实出现这种情况,如公布消息的时间有关。今日为9月30日,即为9月份最后一个交易日,在内地物业销售9月及10月份乃是黄金档期,深圳等地方政府在接近9月底时相继出招,有前辈指出相信是为了打击发展商在10月份的销情。出招的时间如此敏感,内房股又岂能不会出现较大跌幅。   整体而言今早大市下跌301点,若全“归功”于内房股实属不公,因为内房股占恒生指数比重远不及金融股。纵使今日金融股跌幅不及内房股,可是对大市产生的负面影响明显较高,友邦(01299-HK)在今早下跌2%,即拖累大市下跌41点,建设银行(601939-CN)(00939-HK)H股亦银录得1.5%,拖累大市27点。再加上同为重磅股的中国移动(00941-HK)跌1.8%,恒生指数当然难有好表现。 进入【新浪财经股吧】讨论相关的主题文章:

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