I thought that the previous round of high dividend callback was in place, coupled with the completion of the bottoming structure of the GEM index, and we could come together to have a general reversal, but I didn't expect the funds to start holding high dividends again, and today I pulled the bank to protect the disk, and the GEM index and the science and technology innovation 50 continued to pull back, and I saw that it was about to reach a new low, which is the most rubbish script. It is worthy of being a share, and the volume of 500 billion can still move left and right, and after eating this side and rebounding, it will go to eat there.
After the close of A-shares last Friday, looking at how fierce the pharmaceutical rise of Hong Kong stocks, WuXi AppTec and WuXi Biologics both rose by more than 10%, and today A-shares are high and low, WuXi AppTec rose by less than 3%, which is also too disgusting. Recently, Hong Kong stocks have stepped out of the bull market, while A-shares still look like they are going to a new low.
Let's take a look at today's blockbuster news:
- The central bank carried out a 14-day reverse repurchase operation of 74.5 billion yuan today, and the winning interest rate was 1.85%, compared with 1.95% previously; A 7-day reverse repurchase operation of 160.1 billion yuan was carried out, and the winning interest rate was 1.70%, which was the same as before. Due to the expiration of 138.7 billion yuan of 7-day reverse repurchase today, a net investment of 95.9 billion yuan was realized.
The 14-day reverse repo rate cut of 10 basis points this time is a supplementary reduction after the 7-day reverse repo operation rate was cut by 10 basis points in July, which is of little significance.
It is worth mentioning that a press conference will be held at 9 a.m. tomorrow to invite Pan Gongsheng, governor of the People's Bank of China, Li Yunze, director of the State Administration of Financial Supervision and Administration, and Wu Qing, chairman of the China Securities Regulatory Commission, to brief them on financial support for high-quality economic development and answer reporters' questions. See if there's some incremental information.
- Last week's Lebanon communications equipment explosion triggered the Middle East's distrust of the Western industrial chain, which is a qualitative sentence, certainly a little, but how much distrust, what measures will be taken, and then there are various pheasant reports, saying that the Middle East crazy orders, Apple was boycotted, and over the weekend there was a 670 billion dollar order, which feels a bit insulting to IQ.
It just so happens that A-shares are also a market that does not require IQ, and Hytera has a daily limit for three consecutive days, and today it is even more hyped up the domestic substitution of intelligent driving. Mainly nearly 28% of China's smart cars use Israel's Mobileye products, which buries potential safety hazards, so the market feels that it will accelerate domestic substitution, the A-share intelligent driving sector has risen sharply, and NavInfo has risen and stopped.
- Today, the inverter sector fell sharply, Deye shares fell to the limit, institutions and institutions interpreted, Pakistan reduced electricity prices, and the price of the 20GWH project system in the Middle East was low. I don't know if it's true, but it's all bad anyway.
- According to the Financial Associated Press, the latest wholesale reference price disclosed by today's liquor price shows that on September 23, the original box of Feitian Moutai in 2024 was reported at 2,365 yuan per bottle, down 25 yuan from the previous day; In 2024, Feitian Moutai bulk bottles will be reported at 2,250 yuan per bottle, down 20 yuan from the previous day.
- The United States Department of Commerce intends to propose today to ban the use of Chinese software and hardware in smart connected cars and cars with self-driving technology on the continental United States, according to Cailian.
- Today's intraday COMEX gold rose to a new high of $2,655 / ounce, and the main gold futures contract of the Shanghai Futures Exchange touched 595 yuan / gram, an increase of 1.35%, continuing to brush a record high, and has risen more than 20% so far this year. To be reasonable, gold should fall in stages after the Fed cuts interest rates, but according to the current trend of gold, it is pricing in a recession United States, but U.S. stocks and U.S. bonds are pricing a soft landing, to see who is right, except for AI, I resolutely do not touch high-level assets.
Finally, a brief look at the market, as of the close, the Shanghai Composite Index rose 0.44%, the ChiNext Index fell 0.40%, the Hong Kong Hang Seng Index fell 0.06%, and the Hang Seng Technology Index fell 0.15%. The turnover of the two cities shrank slightly to 0.55 trillion, basically half of the ups and downs.
In terms of industries, coal, banking, household appliances, light manufacturing, public utilities and other industries led the gains, while agriculture, forestry, animal husbandry and fishery, medicine and biology, beauty care, power equipment and other industries led the decline.
Risk Warning:
The stock market is risky, investment needs to be cautious, this article does not constitute investment advice, readers need to think independently