Li Jin of Faxing Securities
The sharp drop in US stocks made Hong Kong stocks again under selling pressure. However, the performance of the infrastructure stocks CCCC and China Railway mentioned yesterday remained strong, and CCCC even saw further rise against the market. On the contrary, the shares of Chinese banks have recently become lower and lower. The shares of leading ICBC and CCB fell by about 6% yesterday, hitting the lowest level in recent months. However, the trading and investment of related warrants are also becoming more and more quiet. The trend of positive stocks is weak, and investors also reduce the trading of related warrants and prefer to choose other strong stocks.
For example, investors are considering entering the market to attract Chinese bank stocks at a low price. Since the stock price of the stock is bottoming out, it may take a long time to be patient after buying the stock market, so it is advisable to choose some highly defensive subscription rounds. Those within the discount price or slight price and those with a long term can be considered as more suitable targets for bottoming out at the middle line.
The author found that the most active batch of ICBC subscription certificates in the market are generally more than 10% off the price, some of which are more short-term rounds, and the time value loss per trading day is close to 2%. The risk of such short-term foreign ships going to the bottom is very high. Even if the positive shares stop falling, such as the slow rebound speed, the wormwood will also recover due to serious time value losses, or even continue to fall. In view of the current market situation, this kind of offensive wormwheel may not be worth the blog.
