2025-12-06 03:24:51

Regulators have lowered the risk factors for insurance companies investing in stocks, claiming this could release hundreds of billions of funds into the market? Hold on, let’s break this down.

Right now, the main trend in the market isn’t focused on traditional blue chips like the CSI 300. Even if insurance funds are truly loosened up, how much of their portfolio will actually go into stocks? Besides, the A-share market’s average daily turnover is already steady at 1.5 to 2 trillion. Suddenly injecting a hundred billion or so—sounds impressive, but in reality, it’s just a drop in the bucket.

More importantly, this news was already circulating in the community yesterday afternoon and only became official after the market closed. Haven’t we seen this playbook before? The script for a Monday morning spike followed by a pullback is already written.

The market doesn’t lack money; it lacks direction. Policy support is important, sure, but don’t expect it to change the trend—at best, it just gives existing funds a new excuse.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
5
Repost
Share

Comment

0/400

not_your_keys

· 12-06 06:07

Announcing this set after the market closes—retail investors are about to pay their tuition again, haha. A hundred billion sounds intimidating, but in the context of a 2 trillion trading volume, it's just a drop in the bucket. Instead of waiting for policies to rescue the market, it's better to watch your own wallet. With the news leaking in advance, Monday is going to be another slaughter of retail investors. Lack of direction is more fatal than lack of money—no one dares to take over the positions. Even if insurance funds are loosened, it doesn't necessarily mean they'll pump the stock market. This trick is way too old. Policy benefits = giving retail investors a reason to sell at a loss, nothing else.

View OriginalReply0

DuskSurfer