1. The data of the US data on the ground!
The non -agricultural employment data that has attracted much attention from the market in October was released.The sharp decline in September was far below the expected value of 105,000 people.
Why do you say this is the news?Because the less powerful employment data in the United States in October makes the market feel that the Federal Reserve will feel more likely to cut interest rates next week, which also increases the probability of the Federal Reserves interest rate hike in November.Unfortunately, the hope of great interest rate cuts is shattered. The so -called significant is to reduce 50 basis points, which is good news for our A shares.
2. The Federal Reserve has been determined.
The domestic policy is relatively loose, which is good news for the stock market.As soon as the data was announced, the US stocks rose, the FTSE A50 also rose, and the Chinese stocks also rebounded.
However, both FTSE A50 and China Stocks have fallen, because there are two major events next week and unreasonable: First, the Federal Reserves interest rate cut decision, twoIt is the ultimate landing of some important news.
Third, the consumer electronics faucet is "broken threshold".
This week, with the focus of the third quarter performance, the enthusiasm of institutional research has risen unprecedentedly.The leaders of the consumer electronics industry with excellent performance are particularly favored by institutions.
Driven by the gradual liquidity of the world, the consumer electronics market continues to heat up, which has driven the performance growth of listed companies in related industrial chain.The increase of more than 100%, and the net profit of 31 companies increased by more than 30%year -on -year.
Fourth, A shares in the first three quarters of the Shenzhen listed company achieved a total revenue of nearly 1.5 trillion yuan.
In the first three quarters of 2024, the operating income performance of listed companies in Shenzhen City was stable. A total of 2844 companies released three quarterly reports, with a cumulative operating income of 14.98 trillion yuanThe net profit reached 806.29 billion yuan.
At the same time, the awareness of returning shareholders in Shenzhen listed companies is also increasing.Since the beginning of this year, the number of listed companies, which announced or implemented medium -term cash dividends, has increased from 125 last year to 308, and the amount of dividends has increased from 29.223 billion yuan to 56.834 billion yuan.
Investment is risky, and we need to be cautious to enter the market. Let us make time friends and enjoy the gains brought by value investment.What do you think about the recent stock market, readers are welcome to discuss in the comment area below.
