Previously, the Ashare That a package of policy expectations would allow the economy to achieve a better recovery, but data such as the November economy and December PMI confirm that the market was previously too optimistic. In addition, the continu surge in the bond market and the continu decline in the commodity market also reflect that these two markets hold relatively pessimistic expectations for the economy.
In addition to the fundamentals, the Ashare reunion email list 100000 contact leads market is currently facing a negative factor on the capital side. That is, all the funds that enter the trillion level on October 8 were trapp, and the margin ratio of margin trading has rapidly dropp to 253%, entering the bear market level, but the balance of margin trading is still at the bull market level (as high as 1.8 trillion). If the market falls again, it faces the risk of passive deleveraging.
It should be not that the leverag funds that enter after
October 18 were mainly allocat to CSI 1000, CSI 2000 and microcap stocks, with a rough scale of around 300 billion. Once rapid deleveraging integrates with other tools occurs, the damage to small and miumsiz stocks will be greater.
There are no large bluechip companies in the humanoid robot sector, all of which are small and miumsiz companies, and will face the deleveraging risks mention above.
However, once the Ashare market stabilizes
Humanoid robots will most likely make a comeback because the industry logic supports it. In my opinion, a better time to deploy robots may be around the Spring Festival holiday.
From a historical review, from 2010 to 2024, there liechtenstein number were 13 years of increase in February out of the 15 years, and the CSI 300 Index rose by an average of 3.6%, much higher than other months. In addition, from the perspective of market style, in February, it outperform the market in 14 of the past 15 years, and the market style characteristics are particularly obvious Previously, the Ashare.
