Good evening everyone, 3 important news came from the market just now! Tomorrow, A shares may have a big market
(1) The employment data of small non-agricultural ADP in the United States was released. The number of ADP employment in October was 239,000, expected to be 195,000, and the previous value was 208,000.
This employment report shows that U.S. employment growth slowed down in October, but overall it is still relatively strong because, like the JOLTS job opening data, the data shows an improvement in the labor market. Of course, since the data is not too eye-catching, the impact on the market is relatively limited.
(2) Northbound funds sold more than 7.5 billion yuan in net sales, reducing their holdings in , Kweichow Moutai and other liquor stocks.
Among them, the net purchase amount of is Tongwei Co., Ltd. , Mindray Medical , and 3000 Lithium Energy . The corresponding sectors are photovoltaic , medical care and lithium batteries.
The top net sales are Kweichow Moutai, Luzhou Laojiaojing, and Oriental Fortune . The corresponding sectors are liquor and securities sectors.
Just one day later, northbound funds turned into net outflows again, and the net outflow exceeded the net inflows on Tuesday, indicating that it is still cautious about the current market. Of course, foreign capital accounts for a low proportion, so there is no need to worry too much.
(3) National Development and Reform Commission: Vigorously promote the construction of large-scale wind and photoelectric bases and actively promote the construction of hydropower bases.
Zhao Penggao said that we must accelerate the transformation of green and low-carbon energy, vigorously promote the construction of large-scale wind and photoelectric bases, actively promote the construction of hydropower bases, and continuously increase the proportion of clean energy consumption. This news is good for photovoltaics, wind power and other sectors, and you can pay attention to it tomorrow. The photovoltaic sector has just stabilized, and there is a chance to take advantage of the news.
Tomorrow, will there be a big market for A-shares?
overnight market will gather Feder interest rate resolution. Since the market's expectations for 75 basis points have been digested, this meeting mainly depends on the Fed's attitude towards the subsequent rate hike. If there is a meaning of slowing down the rate hike, it will be good news for the stock market. On the contrary, if interest rate hikes are not meant to slow down in December, it will also put some pressure on the stock market. Of course, it is mainly the impact on US stock .
As for A-shares, today Shanghai Composite Index has increased in volume and once again stood at 3,000 points. If nothing unexpected happens (the Federal Reserve is not hawkish enough), there should be expectations of a rise tomorrow!
Post time:
Noon review: 11:30-13:00
Operation: 14:00-14:45
Replication: 17:00-20:00
