1. Foreign capital outflowed 3.23 billion today, and bought and sold A-shares on Friday!
On Friday, foreign capital (northbound funds) sold a net of 3.23 billion yuan. Zijin Mining, Fuyao Glass and CATL received net sales of 332 million yuan, 268 million yuan and 258 million yuan respectively. Xin Yisheng had the largest net purchase, with an amount of 395 million yuan, which means that foreign investors bought the 5G sector today and sold precious metals, glass, and new energy vehicles.
Second, the bearish raid! The second quarter report of U.S. stocks is a collective thunderstorm! U.S. stocks fell sharply!
Recently, the U.S. stock market is not due to the announcement of the second quarter report, and now every announcement is basically a thunderstorm, and today, August 2, Intel released its second-quarter 2024 results. According to the financial report, the second quarter revenue of 12.83 billion US dollars, the market expected 13 billion US dollars, 12.9 billion US dollars in the same period last year, a net loss of 1.61 billion US dollars, Intel Q3 guidance is less than expected, will lay off 15,000 employees and suspend dividends, after the news is announced, Intel US stocks fell 20% after hours, Nasdaq futures are currently down 1.6%, and US stocks will open more than a point lower in the evening, at least wait for the second quarter report of the US stock market in mid-to-late August, and the thunder will blow up the market.
3. Trillion-dollar giants shot! A number of funds under the "Overseas Moutai Major" Capital Group have increased their positions in Kweichow Moutai
United States trillion-dollar asset management giant Capital Group recently disclosed the holdings of many of its flagship funds in the second quarter. The data shows that a number of funds under the "Overseas Moutai" Capital Group have increased their positions in Kweichow Moutai. Despite the stock price pullback, however, some long-term funds are increasing their positions, don't listen to these foreign capitals, there is no foreign capital to increase their positions in Moutai, if there is a liquor that has risen early, it is necessary to wait for now.
4. The State Food and Drug Administration: Agreed to carry out a pilot project for the review and approval of clinical trials of optimized innovative drugs in Beijing and Shanghai
This news is the main factor that led to the rise of today's innovative drug pharmaceutical and medical treatment, but it is a short-term over-falling rebound, and the sustainability is not strong, and there is still a long way to go in the future.
5. Public funds increased the allocation of Hong Kong stocks The net inflow of southbound funds during the year was 388.4 billion yuan
To tell the truth, from the perspective of Dalong, although Hong Kong stocks have fallen for 5 years, there will still be no bull market in the short term, because international foreign capital has long retreated from Hong Kong stocks, Hong Kong stocks are now almost illiquid, how to rise in a market without money, Hong Kong stocks can only look at the short-term over-falling rebound, and the large-scale market is not.
6. For the first time in the past 3 months! The onshore and offshore renminbi rose above 7.20 against the US dollar
Now A-shares can no longer be analyzed with a normal view, the depreciation of the RMB is negative, and the appreciation is not necessarily good. Now no matter how much the renminbi depreciates or appreciates, it has to fall, because the market has no confidence.
Viet Nam stock market/Hong Kong base/US futures top three stock indexes/international crude oil rose and fell
Viet Nam stocks rose 0.71% today
International gold rose 0.66% today
International crude oil rose 1.13% today
HKKY closed down 2.72% today
The Hang Seng Tech Index closed down 2.62% today
The three major stock indexes of U.S. stock futures fell sharply in the first session, and Nasdaq futures fell 1.6%
FTSE China A50 Index up 0.02%
The fund is expected to lose 33,000 tonight