It should be noted that the leveraged funds

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In addition to the fundamentals, the a-share market is currently facing a negative factor on the capital side. That is, all the funds that entered the trillion level on october 8 were trapped, and the margin ratio of margin trading has rapidly dropped 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.

That entered after october 18 were mainly allocated to csi 1000, csi 2000 and micro-cap stocks, with a rough scale of around 300 billion. Once rapid deleveraging occurs, the damage to small and medium-sized stocks will be greater.

There are no large blue-chip companies in the humanoid robot sector, all of which are small and medium-sized companies, and will face the deleveraging risks mentioned above.

However, once the a-share market stabilizes, humanoid gambling data mexico 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 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 outperformed the market in 14 of the past 15 years, and the market style characteristics are particularly obvious.

As for the logic behind being optimistic about the post-holiday market, i agree more with morgan stanley's view: although chinese stocks may continue to be under pressure in the short term due to factors such as us policies, a strong dollar and geopolitical tensions, it is expected that around the end of january, as trump's china policy and china's response become clearer, the market is expected to reverse. After the market reversal, factors such as lunar new year consumption, macroeconomic data, corporate earnings and policy stimulus will affect stock market performance.