Author | Gejila
Data support | Pythagals (Www.gogudata.com)
Before the market today, the official media published a comment article signed Ren Ping, stating Niu " has attracted great attention in the market.
With the rapid spread of various interpretations in the media circle and circle of friends, investors who originally worried that the opening of the market today also seemed to feel a confidence.
Shortly after the opening, Soon a strong daily limit sealed board, and drove a lot of media stocks to take the lead in rising, then chip semiconductor semiconductorsThe industrial chain has also launched an charge. The strong sealing board of 100 billion giants has risen collectively, and even SMIC has risen by 7%.
As of the closing, A shares have risen from low to low to strong from low to strong, and the GEM has risen by more than 3%.The concept of science and technology innovation is the lead, and the ratio of more than 3%abound.
Obviously, after the official media shouted to boost market confidence, the markets views quickly followed consumption, real estate, finance and other sectors.Seamlessly cut into domestic alternatives.
01
strongIt rose 5.37%and rose to 1076.4 points, which was only one point from the highest point on October 8.
In the past week, the science and technology board index continued to rise, which is the only one in the major A-share stock indexes, which is very powerful.
Even if a week with a high volatility, there are US elections, Federal Reserve interest conferences, and people in the big meeting. Many indexes have high fluctuations.Creative boards still do not change the trend.
Opening today, when some large market indexes were slightly sluggish, the science and technology board rose from beginning to end.
It can be said that the science and technology board has continued to become a highlight of the A -share market.
With the current strong one -sided up of several points, if there is no accident, this index will be likely to break through the previous high, and then harvestMore market attention.
Specifically look at a stock, combined with ZTE, SMIC, Northern Huachuang, Sino -Micro Corporation and other communications, chip semiconductor industry chain core leaders, collectively rose, rising.Obviously, the market is a very strong logic of "domestic alternative".
The fuse behind it is a recent foreign media report that the United States requires TSMC to stop supplying AI advanced chips to mainland China from the 11th.
Although this is the expected thing, after all, this trick, Lao Mei has used to try it, and he tried it repeatedly.Especially Trump returned strongly, and his buttocks had already snapped up before sitting up, which has attracted the attention of the domestic market.
But in this regard, domestic policies have long been actively against.In terms of policies, there are constant semiconductor support measures; in terms of funds, there are large -scale large funds; at the corporate level, independent innovation and domestic replacement have been continuously launched.
At the same time, in terms of results, new breakthroughs in the chip technology and application market have been seen in terms of results, which gives the market very confident.
So the logic of market transactions has begun to become -Lao Meis more tricks to suppress, the more fierce the theme of the A -share related sector.Domestic chip semiconductor industry chains have begun to get out of independent markets.
On the other hand, the heavy press conference last Friday did not meet the markets positive expectations for consumption and other industries. As a resultFund support is unsustainable, which has led to the lack of new main lines in the market.
Timely acceptance of the concept of the chip semiconductor industry, which helps A shares to avoid a crisis of decline.
But also to see that the current policy background and market environment, in additionThere are signs of cooling in other sectors, and the pressure of A shares to continue weak adjustment still exists.
This is why the A -share and Hong Kong stocks have plummeted in the early days.
Next, the market fluctuations of A shares depends on the rhythm of more detailed measures at the policy level, which meansQuotes.
02
Today, the Hong Kong stock index finger and the national finger fell in the early days of panic fell to 3%.As of the afternoon, with the continuous rise of A shares, the decline was slightly narrowed, but the closing of the market still fell 1.4%.
Several main sectors such as bank insurance, retail consumption, real estate, etc. have clearly fallen, and there are many core faucets in their respective fields, which are significantly dragged on the trend of Hong Kong stock markets.
Although Hong Kong stocks also have a large number of high-quality enterprises with a large number of chip semiconductor industry chains, and even a large number of A-shares can not buy the core of the Internet and hard technology fields in the field of hard technologyGiant, but Hong Kong stocks have not obviously kept up the rhythm of A shares.
It doesnt even seem to be more meaningful.
This can actually explain a problem: Hong Kong stock investors reflection on the conference last Friday, more tendency is to fail, and the concerns about the future.Stock investors are stronger.
This may be closer to the real reflection. In fact, if the A shares have no domestic alternative concept strong today, the market is likely not to look good, because becauseThe market has not been completed on the market that the markets "part of the policies of the press conference and the return of Trump caused concerns".
But the Hong Kong stock side, with the densely disclosed performance of the three quarters of the top Internet giants, may form a wave of effective hedging.
It is reported that Tencent will announce the third quarter results on November 13th, Alibaba and JD.com will also release their performance on November 14th, and the performance will release the performance on the 20th.Pind Duoduo has not disclosed the specific time (according to the convention, it was released at the end of the month).
According to market analysis, it is expected that Tencents third -quarter report revenue was 167.93 billion yuan, an increase of 8.6%year -on -year, and the net profit was 45.33 billion yuan, an increase of 25%year -on -year.21%year -on -year, if you can have such achievements, it is really good.
It is worth mentioning that in todays Hong Kong stock market, the market suddenly reported that small compositions were approved and attracted great attention. Then the small composition was soon being quickly being by the composition.Shareholders rumored, but Alibabas stock price still rose sharply, rising from 3%in the early morning to 3%.
It can be seen that the current market generally looks forward to these giants performance. As the performance period is approaching, the market pays attention to these Internet giants to these Internet giants.It is getting higher and higher. If their performance is really better, it may become an important thrust to support Hong Kong stocks to regain stability and rise.
On the other hand, the investor style of the Hong Kong stock market is more stable and ideal than the A -share, so the real estate and consumption sectors have not seen the conference exceeding the expected policy.A more obvious decline.
But these two major sectors have actually been a very important working direction of the country this year, and it has also continued to launch a lot of great stimulus policies.Even if the press conference has not been further clearly issued, with the support of a series of stocks of stocks, the prosperity restoration of these industries will gradually be formed.
At present, there are enough policies, and there will be more follow -up. For the industry, the most lack of time is time.come out.
From the perspective of valuation, the repair of real estate is not sure, but the current valuation of the current consumer industry has indeed reappeared again after the recent callback.In the lower historical interval, some of the newly -needed industries and new consumer leaders have gradually paid a certain amount of valuation cost -effective.
At present, macro data shows that domestic CPIs have risen moderately, and the reaction policy has begun to gradually show the results of the consumer economy.
03
Tailing
As of the time of issuance, the market also had a report on the situation of financial work in the market, which clearly proposed that the next step will be increased to increase the adjustment of monetary policy against cycles, creating a good monetary financial environment for economic stable growth and high -quality development.The central bank governor Pan Gongsheng said that it is necessary to improve policy tools such as the abnormal fluctuations in the stock market, maintain the stable and healthy operation of the financial market, and promote the coordination of the investment and financing functions of the stock market.
In addition, todays official media also released the view of slow bull market. All kinds of work instructions clearly show a firm attitude towards promoting stable economic growth and boosting the stock market.EssenceSo in the future of the stock market, we may not need to worry too much, we might as well be more patient.(After the full text)
