On the weekend, the financial dad had a meeting, and both the long and short sides were very satisfied. But today the bulls beat the bears violently, and the beautiful ones won. It shows that in the A-share mix, you must understand the policy, who dares to do it! Be careful when you are counted.
Today, the index is very strong, and the money-making effect of individual stocks is also very good. 5,000 rose, 121 rose and 121 rose to the limit, with a median of +2.59%! You're all making money, right? Lie down to win the day.
Yesterday the groups were very depressed, but today they are active again. Even the new shareholders who shouted that they wanted to cancel their accounts felt that they were doing it again! I am still thinking about whether to increase my position and return to my capital as soon as possible.
In essence, everyone is always kidnapped by ups and downs, bullish when it rises, bearish when it falls, and the consistency sentiment is too serious! This market is always like this, there is too little patience and funds, and everyone wants to seize the day!
Someone is optimistic again tonight, but Ai Gujun still has to remind him that the mad cow has passed, and then he will abandon two fantasies: first, the fantasy market will be shorted, and rush to 3700 to untie everyone who went in last week; Second, the fantasy will continue to fall sharply, to below 3000 to give everyone a chance to stud.
In short, the market will return to normal, and slow bulls can look forward to it. It is estimated that it will be dangling for a while at 3200~3500! Love stock Jun in one sentence, believe in the national fortune, long China! The returns won't be bad.
1. Central Bank: The increase in the scale of social financing in September was 3.76 trillion M2, which was higher than expected
According to the financial data released in September, (1) the new RMB loans were 1.59 trillion yuan, the market expected 1.745 trillion yuan, and the previous value was 900 billion yuan. (2) The scale of social finance was 3,760.4 billion yuan, the market expectation was 3,516.7 billion yuan, and the previous value was 3,031.1 billion yuan. (3) M2 was 6.8% year-on-year, the market expected 6.3%, and the previous value was 6.3%; M1 was -7.4% year-on-year, and the previous value was -7.3%.
Comments: The financial data for September came out, the social finance exceeded expectations, and the RMB fell short of expectations. M2 grew by 6.8% year-on-year, with an estimate of 6.4%, which is significantly more than expected!
The stock market has made a contribution, due to the sharp rise in the stock market at the end of September, some funds have accelerated the return of funds from financial management and other channels, driving the rebound of M2. Why pull a bull run? This is the reason, the stock market is on fire and can revitalize the lying funds.
Of course, from yesterday's CPI, today's export data and social finance data, the overall is still average. It shows that the current economic pressure is still quite large! This is also one of the major risks of A-shares: strong expectations and weak reality. If the fundamentals have not improved, then it will be difficult for the big A to be speculated.
But today is only Monday, and the September data has been released, indicating that it is considered very good. If it doesn't perform well, it's usually delayed until after Friday hours, you know! So, at least tomorrow the index will be able to rush.
2. Large state-owned banks solicit opinions on repurchase and increase in refinancing business It is expected that internal rules will be introduced at the end of the month
The reporter learned from relevant channels that a state-owned super-large bank has recently issued a draft for comments on loan products for listed companies and major shareholders to repurchase and increase their holdings and strategic investment stocks within the system. The relevant internal rules are expected to be issued before the end of this month at the earliest.
Comments: The state-owned banks began to implement the increase in repo loans that Yang Ma said before. The interest rate is not less than 2.25%, the loan period is 1 to 3 years, and some banks have also set a threshold of more than 5 billion yuan in market value!
After the introduction of this detailed rule, it is estimated that many companies will actively move. After all, one can respond to the call, there is no pressure on capital speculation, and the other can arbitrage, those with higher dividends and the company's management think that there is room for arbitrage in undervalued + dividends must be actively done.
Ai StocksJun believes that shareholders should also be given a loan of 300 billion yuan to buy stocks at low interest. At present, the interest rate of the two financial institutions is still relatively high, and many of them exceed 5%. Why can listed companies enjoy the good thing of increasing their holdings at low interest rates? We investors also want to buy at a low interest.
3. The performance exploded! The third quarterly report of the semiconductor leader took the lead
NAURA is expected to have a net profit of 4.13 billion yuan ~ 4.75 billion yuan in the first three quarters of 2024, a year-on-year increase of 43.19% ~ 64.69%.
Inspur Information: In the first three quarters, the net profit was 1.25 billion to 1.35 billion, a year-on-year increase of 61.34% to 74.24%.
Haiguang Information: The pre-profit in the first three quarters was 1.408 billion yuan-1.586 billion yuan, an increase of 56.16%-75.9% year-on-year.
Weir shares: pre-profit of 2.267 billion to 2.467 billion in the first three quarters, an increase of 515.35%-569.64% year-on-year.
Comments: Tonight, North Huachuang, Inspur Information, Haiguang Information, and Weir shares all announced their third quarter reports, and the year-on-year growth rate of performance was very eye-catching, and the month-on-month growth rate did not lag behind.
The prosperity of domestic semiconductor equipment is very high, which is a certainty. This is adding fuel to the fire for tech stocks! Huawei-Semiconductor is expected to become the second stage of the main line after finance.
If there is really a long bull in A-shares, I hope it is a tech bull. Technology can drive more popularity, and we have indeed progressed, around Huawei, chip semiconductors and HarmonyOS software, core technology is the focus of future hype!
But most of the sentences, first, there are very few companies that really contain core technology in A-shares, second, technology stocks are easy to be valued too high, and third, the hidden danger of reducing holdings! If there is speculation, large funds may also accelerate the reduction of holdings to cool down the market.
Therefore, Big Tech does have the potential to become the main line of the second stage, but it is recommended to engage in short-term speculation! Because there are too many scumbags in this direction, all kinds of fish and dragons are mixed, and it is easy to stand on the high post after stir-frying.
4. The photovoltaic industry reached a consensus on "strengthening industry self-discipline and preventing 'involution' vicious competition".
Recently, the market price of photovoltaic products has continued to decline, and the entire industry has fallen into a vicious circle of irrational competition. On October 14, 2024, the China Photovoltaic Industry Association (CPIA) held a symposium on preventing vicious competition in the industry. The entrepreneurs and representatives fully communicated and reached a consensus on "strengthening industry self-discipline, preventing 'involution' vicious competition, strengthening the market survival of the fittest mechanism, and smoothing the exit channels of backward and inefficient production capacity" and the healthy and sustainable development of the industry.
Comments: Today, the photovoltaic company held a symposium in Shanghai to prevent the "involution" vicious competition in the industry! LONGi said that no party is currently asking for production cuts.
Now the head photovoltaic companies have invested tens of billions of dollars to build production capacity, and everyone is red-eyed. Now the administrative requirements to stop production or reduce production, there is a certain difficulty in the short term! The photovoltaic industry has to continue to boil.
However, the industry has reached a consensus, and it is estimated that soon all companies will have a position reduction policy, otherwise there will be no food. Photovoltaic and other new energy sectors, you can pay attention to opportunities next!
Daily Kan City:
Other news.
The largest Double 11 opens. This time, the Double 11 time was advanced, and large-scale government subsidies were superimposed. Let's see if we can stimulate everyone to buy, buy, buy!
According to the latest data, the amount of additional purchases in Li Jiaqi's live broadcast room increased by 20% year-on-year, and the transaction speed of many Taobao live broadcast rooms exceeded 100 million yuan faster than last year. I hope that the stock market will give a little more strength and drive the consumption of Double 11.
Shenzhen: It is speeding up the establishment of a 10-billion-level Shenzhen semiconductor and integrated circuit industry investment fund. This is the first city in China to explicitly support integrated circuits with special bonds, which has added fuel to the fire of semiconductors.
Ji Xiaowen, chairman and general manager of Kairuide, was released from lien. This is the first chairman to lift the lien after soliciting opinions on the Private Economy Promotion Law! In addition, Xiao Yongming, the actual controller of Zangge Mining, was released from residential surveillance.
In the past, the chairman of the board of directors was retained, and the listed company was thunderous. Now that the lien is lifted, the stock price can be hyped again! If you are interested, you can find the CEO of the listed company who was retained in front of you.
With 20 billion incremental funds, the CSI A500 Index ETF will be listed tomorrow. This is an important index officially launched recently, and the first batch of 10 5 are listed on the Shanghai Stock Exchange and 5 are listed on the Shenzhen Stock Exchange! It can bring 20 billion incremental funds, but some of them have already begun to build positions.
Tonight, the U.S. stock S&P hit a record high, while Chinese concept stocks fell nearly 2%, and the A50 once exploded, and now it is smashed back! China and the United States are now competing for global funds, and US stocks are falling, and now it is a critical moment.
In short, the next performance of A-share Hong Kong stocks is very critical. Second, the policy should be out, and the iron should be struck while the iron is hot to give the market more confidence!
The girl said that she would not buy the necklace and go to the stock market stud.