Abstract: the US, the European Central Bank and other global central banks have made it clear that monetary normalization is about to start and the financial environment is about to tighten.
The market opened low and went down in shock, the weight fell across the board, and there was no effective relay variety in the theme sector. The trend of individual concept sectors is good, but the sector capacity is too small to regret the decline of the market. Recently, the three major indexes have been broken in varying degrees. The depreciation of RMB is an important culprit for the recent continuous decline.
The military conflict continues, and the medium and long-term impact of soaring commodity prices and the trend of economic and financial polarization have not been felt. The United States, the European Central Bank and other global central banks have made it clear that monetary normalization is about to start and the financial environment is about to tighten. In the short term, investors will raise cash to cope with the expected redemption pressure. Optimistic about the theme supported by the policy. For example: new infrastructure and some sectors whose valuations are at a deep discount.
