latest news, today is Friday, October 7th, and all external markets have closed this week. It is another week when opened high and closed low and , which makes thousands of retail investors happy. After the holiday, will there be a red envelope market for A shares ? A straight man combined with the news of the holiday, gives you a clear interpretation. After listening to the recognition, follow, like and comment, so that I can continue to watch my articles in the future.
News 1, Hang Seng Index closed down 1.51% and Hang Seng Technology Index fell 3.3%.
Interpretation: Hong Kong stocks closed on Friday, which is also the last trading day before A-share opened . Hang Seng Index closed down 1.51%, up 3% this week; Hang Seng Technology Index fell 3.30%, up 2.6% this week. Although Hong Kong stocks are still rising overall during this holiday, new energy vehicles have become the biggest short sellers. Ideal Auto fell by more than 14%, NIO fell by more than 10%, and real estate plummeted. I looked online and didn’t find any negative news. The biggest possibility now is that during this holiday, whether it is automobiles or real estate, sales may be lower than expected. This is not a good thing for the opening of A-shares. , especially the automobile vehicle sector in the energy track, will definitely be under pressure to open, and the automobile sector must avoid .
Message 2. A dangerous signal appeared in the United States! 24 million people have long-term symptoms of new crown . The WHO warns: Don’t take it lightly this winter.
Interpretation: This National Day holiday is not calm, and The epidemic in many countries has spread again recently. The World Health Organization said that with the arrival of the flu season in the northern hemisphere, it is expected that the new crown and other viruses such as influenza will be transmitted simultaneously in the future. The new crown virus is still evolving, and epidemic prevention cannot be relaxed. In addition to the epidemic, some foreign regions also have avian influenza . The influenza epidemic in animals may have a serious economic impact on the breeding industry. For this reason, we can pay attention to the animal vaccine-related sectors and the livestock and poultry breeding sector. The new stock in Hong Kong stocks, Emmy vaccine, rose 48.86% against the market, and the vaccine sector may have some catalytic .
News 3, Brent crude oil hit a new high of $95 since September 12.
Interpretation: The United States is determined to lower oil prices to alleviate the pressure of inflation , but the decline in oil prices has damaged the interests of oil exporters such as Saudi Arabia . The counterattack method is also relatively direct, which is to maintain oil prices through production cuts. It is reported that all parties have reached a consensus on future crude oil production and will cut production by 2 million barrels per day. This news of the production cut may have another impact on the global economy. Affected by this news, oil prices have rebounded sharply in the past few days. Once oil prices rise, expectations of slowing down in the United States will be dashed again. Global stock markets, which have just rebounded for two days, have seen a certain correction in the past two days. The news now is really changing every day and is capricious. It is difficult for the stock market to stabilize and bullish under such an atmosphere. , so everyone should remain sober about the market in October. At most, they should be cautious and optimistic. Don’t blindly chase the rise of .
News 4, London Metal Exchange considers imposing a ban on Russian metals, Rusal: It may have a long-term negative impact on the market.
Interpretation: Although the metal ban on Russia has not been implemented, has become a sharp sword hanging on its head. Maybe will fall at any time, which undoubtedly increases the price fluctuations of related varieties. For electrolytic aluminum , in addition to the catalysis of external uncertainties, the reduction in production itself has also driven the rise of electrolytic aluminum. Mountainous areas such as Yunnan and Sichuan are major resource production provinces. After the beginning of autumn, due to difficulties in water storage, the high-load operation of thermal power units can only meet 80% of the province's demand. If extreme weather occurs in winter, the conflict of demand will intensify. Before the National Day holiday, non-ferrous metals sector rose sharply, which is due to obvious capital intervention. If the market strengthens after the holiday, it is expected to continue the pre-holiday trend .
Next, let’s talk about the market strategy:
The peripheral market is high at the beginning and low at the end, but the overall market is still upward, so it is inevitable that A-shares will open higher after the holiday, , but the point is that opening high does not necessarily mean that opening high will not necessarily lead to a high end, but there may be a trend of trapping people . Although our valuation is very low now, everyone's confidence has not been fully aroused. If the outside is good, the mood will be slightly better. However, if the outside is , the black swan will still be unsure, so the market will not rise immediately. market still needs to fluctuate at the bottom for a period of time, but there is still room for operation during this period, and the money-making effect will begin to appear slowly. Therefore, you can lightly participate in short-term hot topics, and be prepared for medium and long-term buying points. For the post-holiday market, straight men will not be blindly optimistic, but they will not be too pessimistic. The market is slowly coming out of differences. Let's take one step at a time and look at !
