Actually, I think that as everyone has been expecting the shorting of financials to take place as soon as the ban was lifted, it has already been factored into the stock. Personally, I think that there may be a very short lived drive down, and then the financials will stabalize or even go up.
I also think that tomorrow may be an "up day" on low volume. It is a major Jewish holiday, so much of wallstreet will be out and not trading at all. The only other "up day" in the past two weeks was the Jewish New Years (10 days ago) so I am expecting a similar reaction.
Regarding LDK, it is an AMAZING buy at these levels. I typically trade solar (YGE, LDK, STP) but I am accumulating a large permanent position of LDK now. The news today was BIG. Not the earnings, the Poly update. The only risk to LDK all year long was the progress on their Poly plant. By putting that on line ahead of schedule, it demonstrates the Chinese ability to excel in manufacturing, and IMHO it removes the long term risk from LDK. I recommend that you buy some for holding, and then some to trade in the short term.
Watch Goldman, Citi, BAC for an indicator in the morning. I think its ridiculous that they left these out for the predators without instituting the uptick rule. Just fucking crazy. It could easily cause another run to the door.