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一、流动性收缩,市场高位跳水受到流动性收缩预期的影响,8月份的市场呈现急转直下的特征,前期涨幅巨大的板块成为首当其冲的受害者。由于2009年以来市场的上涨是由流动性催生,随着通胀预期逐渐强烈,央行已经开始更加关注货币政策的微调,以此来规避由此形成
First, the liquidity contraction, the market high Diving by liquidity is expected to shrink the impact of the market in August showed a sharp turn of the features, a huge increase in the previous plate became the first victim. Since the rise of the market has been brought about by the liquidity since 2009, the central bank has begun to pay more attention to the fine-tuning of the monetary policy as the inflation expectancy is getting stronger, so as to avoid the resulting formation