下面是一个美国基金经理的简评,他的资本投资中有部分在中国股市,一周前他写了一篇文章预计半年内中国股市将崩盘,昨天的下跌他觉得是好事,可能使中国股市避免崩盘的危机,他说昨天的下跌是中国政府引导且触发的,并不是投资者造成的,因为现在中国股市中外国资本,国内非法资金及各类社会融资和90%的各类银行贷款都在其中,更重要的是退休养老基金和社保基金等也在其中,股市一旦崩盘将直接引发资本大逃亡和国内社会动荡,他也通过各种数据比较了各国股市的增长情况,指出了中国股市的不理性增长,认为以这种速度增长不可能长久,将导致崩盘,所以中国政府一定会出手扭转这种情况,哈哈,这钱应该给老外赚,人家做了多少研究,天天沙盘推演以防不测,值得学习。
It was exactly one week ago today, that I did the article on:
"Let me say this very simply ... China's Stock Market will Crash sometime this year".
This morning, the Shanghai Index fell 9.89%, and the Shanghai 180 was down 10.43% at 6:30 AM EST. At 7:30 AM, the DOW futures were down 73 points.
Today's Shanghai 180 chart and new commentary is on today's update.
*** This was the largest single day drop in China during the last 10 years. It wasn't precipitated by Chinese investors, instead, it was triggered by the Chinese government's fear of a crash.
The government cracked down on illegal investments and tightened bank lending. This morning's drop wiped out 107.8 billion in China's stock market. This action will hopefully save China from a really bad crash later this year.
The question now, is how long and far will the Shanghai drop?
Fear has now been set into the hearts of many investors, and it now depends on whether they are scared enough to want to go into a selling mode, or whether they will just be more cautious in the future. China's stock market system is not capable of handling large sell off volumes, so they are likely to just shut the market down for a few days at a time and add more restrictions.