八点最热报 | 迈入9月份,全球资本市场遇上“开门杀”。当地时间9月3号星期二,美股三大股指集体收跌,今早亚太主要股指也应声跳空低开创下8月初以来最大单日涨幅和最高收盘水平,反映市场对这个九月的到来是多么恐慌。(主播:萧慧敏)
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00:31VIX, which is known for its panic index, soared from 33.2% to 20.72% on Tuesday,
00:38which is the highest single-day increase since the beginning of August and the highest revenue level.
00:43It reflects how panic the market is about the arrival of September.
00:48The cold water that opened in September this year made many analysts shout,
00:51the curse of September is coming again,
00:54and they are even worried that this panic will continue until November this year.
00:59For the past 100 years, the U.S. stock market has been circulating the so-called
01:03September Curse September Effect.
01:07Since 1928, the September standard 500 index has fallen by 1.2% on average,
01:13making it the only month in the U.S. where the average return rate is negative.
01:17Even some black swans like to come in September.
01:21For example, in 1931, the U.S. Sandstorm and the Great Depression,
01:24the 911 Crisis in 2001, the Lehman Brothers' bankruptcy in September 2008, and so on.
01:31And this crash not only limited the stock market,
01:34but also wiped out all major commodities.
01:36Since this year, gold, which was newly announced in a row, has not been allowed to be sold,
01:41and oil prices have also fallen by a full year.
01:43So why do we experience the so-called September Curse every year in September?
01:48In fact, the occurrence of the September Curse has certain market manipulation factors.
01:52MRR Consulting Consulting Company Managing Partner Huan Guohua
01:55and Ma Liujia Securities Research Director Liu Linyu
01:58all pointed out during their 8 o'clock Zuiyue News interview
02:01that September is a month when many fund managers come back after the summer vacation
02:06to deploy the end of the year window fans.
02:09Therefore, at this time, some areas and sections will enter the adjustment period.
02:14In addition, September is also the day when many companies' performance reports
02:17and key economic figures come out.
02:20Therefore, it will also affect the mood of the entire market.
02:50After starting to slowly digest this news,
02:53the performance of this period is generally not much of a breakthrough growth.
02:58Both financial commentators believe that this year,
03:01there will still be the so-called September Curse in the global stock market.
03:05Because the performance of many companies is not as expected,
03:08there will be a setback in the market.
03:11MRR Consulting Consulting Company Managing Partner Huan Guohua
03:14also believes that this year, because of the US election,
03:17this curse will not end at the end of September,
03:20but all kinds of uncertainties will continue to last until November.
03:24So this period of time to October,
03:27there will still be a lot of adjustment periods.
03:29It is not necessarily that everything will be adjusted in September.
03:31After all, there is still the US election this year,
03:34and the uncertainty factor is getting higher and higher.
03:36Because Trump's factor and Kamala Harris's policy are all 180-degree reversal,
03:40so the global stock market, economy, policy,
03:44all countries are doing some risk management.
03:47This year may last until January 5th,
03:50because the US election will indeed affect the global economic situation.
03:54Liu Liyu, Director of Malacca Securities Research,
03:56believes that in August,
03:58there was a Japanese-Yuan-Licha transaction demolition and mine explosion.
04:01So normally,
04:02under the influence of so many lower risks,
04:06the stock price will enter a relatively high and expensive price in September.
04:10So it is normal for someone to start setting up.
04:13However, he believes that when the stock price falls,
04:16it is also a good time to enter.
04:18Many people want to sell in May and go away.
04:20Usually in May,
04:22when it comes to September to October,
04:24it is time to buy in.
04:26So it is now a adjustment.
04:28Although September is a month with a relatively large lower risk,
04:32but when things fall a lot or are quite fierce,
04:36I think that time is the time to enter.
04:43Liu Liyu, Director of Malacca Securities Research,
04:45pointed out that although the so-called September Curse will generally appear in September,
04:49it does not mean that there will be a lower risk every September.
04:52On the contrary, he believes that after the stock price falls in September,
04:55it is time for someone to buy in slowly.
04:57Especially in our stock market,
04:59over the past few weeks,
05:00the number of foreign investors who have bought in has been rising.
05:03So if some companies with better performance
05:05are still worth paying attention to and buying in,
05:07will China be able to break the so-called September Curse this year?
05:11Stay tuned for tomorrow's update.