【11·14 Morning Talk】
U.S. stocks
Last week, the midterm elections began, and Wall Street was "inspired"; the "big storm" in the currency circle, causing disasters to US stocks for a day; CPI inflation cooled down significantly, arousing global boiling!
CPI inflation turns around, which indicates that the Fed will slow down its tightening policy. The daily line of US stocks is yin and four yang. The three major indexes are rising like rainbows! Both weekly charted the largest single-week gains since June, with the Nasdaq joining hands with the Hong Kong stocks Hang Seng Index leading the world.
Looking back at A-shares,
Last week, the Shanghai Composite Index rose first and lasted, and fell three consecutive times in the middle of the week, especially on Friday, following the foreign market's rise, which can be said that a single positive will determine the world.
The important news that affects the market is that the highest level has issued 20 items to optimize epidemic prevention and control, relax epidemic prevention and control, strive to promote the comprehensive recovery of the society and economy, and stimulate the A-share financial real estate riot.
, and look at various data,
can jump to tens of thousands of levels twice, with an average daily turnover of of
(10061.69+8357.62+7786.81+8428.22+12231.2), compared with the previous week's average daily turnover of 976.034 billion, a daily decrease of 38.6926 billion.
northbound funds flow out in four days, and has a cumulative net inflow of 5.136 billion
(-40.32-37.94-6.84-7.57+144.03), compared with the previous week's net outflow of 5.011 billion yuan, which is a difference. The average value of
stocks rose for three days and fell for two days. However, the average 4,855 stocks traded online rose by 0.76%
(+0.73%-0.04%+0.08%-0.44%+0.43%) was a world of difference compared with the average weekly increase of 7.16% in the previous week.
Top ten bull stocks in a week
Swan shares (supply and marketing cooperative) rose 61.03% weekly,
Weiao shares (EMU equipment) rose 57.92% weekly,
Xi'an catering (tourism) rose 56.05% weekly,
Fushi Holdings (third generation Internet) rose 47.97% weekly,
Tiandi Online (third Generation Internet) rose 47.74% weekly,
Ronglian Technology (software service) rose 41.86% weekly,
Starlight Agricultural Machinery (Supply and Marketing Cooperative) rose 40.79% weekly,
Xi'an Tourism (Tourism) rose 35.26% weekly,
Sanwu Internet (third generation Internet) rose 33.16% weekly, and
Qianjing Garden (Construction Engineering) rose 33.12% weekly.
Top ten bear stocks in a week
Goertek (Apple cut orders) fell 27.49% weekly,
Dier Laser (Photovoltaic Concept) fell 22.28% weekly,
Yuanchen Technology (super rising) fell 19.04% weekly,
Changfei Optical Fiber (Communication Equipment) fell 17.78% weekly,
Zhejiang Heideman (super rising) fell 17.69% weekly,
Jiachuang Video (super rising) fell 17.69% weekly,
Jiachuang Video (super rising) fell 17.69% weekly,
Jiachuang Video (super rising) fell 17.69% weekly,
) fell 17.54% weekly,
Baichuan Changyin (super rising) fell 17.36% weekly,
Green Harmonic (subsidized holdings) fell 14.68% weekly,
Huangte Intelligent (consumer electronics) fell 14.63% weekly,
Xinyuanwei (super rising) fell 14.51% weekly,
Shengxun Co., Ltd. (super rising) fell 14.47% weekly.
Last week, the battle situation of major global stock indexes:
⑴. The Nasdaq index in the US stock market rose 8.10% weekly,
⑵. The Hang Seng Index in Hong Kong rose 7.21% weekly (two consecutive positive weekly),
⑶. The S&P 500 index in the US stock market rose 5.90% weekly,
⑷. The KOSPI index in the South Korea market rose 5.74% weekly (four consecutive positive weekly),
⑸. The DAX30 index in the German market rose 5.68% weekly (six consecutive positive weekly),
⑹. The Dow Jones Index in the US stock market rose 4.15% weekly,
⑺, Nikkei 225 index rose 3.91% weekly,
⑻, France CAC40 index rose 2.78% weekly (six consecutive positive weekly),
⑼, A-share Shanghai Composite Index rose 0.54% weekly (two consecutive positive weekly),
⑽, UK FTSE fell 0.23 in 100 (terminated weekly line three consecutive positive weekly),
⑾, A-share Shenzhen Component Index fell 0.43% weekly,
⑿, A-share ChiNext Index fell 1.87% weekly.
Before the market,
weekend news, there are many hidden worries among the big positive news.
The central bank and the China Banking and Insurance Regulatory Commission jointly issued 16 financial items to support real estate, which once again sent a signal of "save the real estate market".
The State Council’s Joint Prevention and Control Mechanism has announced 20 optimized epidemic prevention measures, and relaxing prevention and control is conducive to economic recovery.
New stock subscription and listing suddenly slowed down!
Ugly inflation data slowed down, and the market generally expects interest rate hikes to drop to 50 basis points in December.
Buffett reduced his holdings in BYD again on November 8, and reduced his holdings for the fourth time this year.
Two major demon stocks, Goose Co., Ltd. and Tiandi Online, were suspended for verification.
There are four major events that need to be paid attention to this week
China's October economic data will be released;
G20 summit, APEC summit,
The highest trillion MLF in the year expires on the 15th, how to renew it;
Three major exhibitions: China 5G Development Conference, China International Digital Economy Expo, and the 8th China Robot Summit.
Although A-shares ranked last in the top spot in the world's major stock index growth last week, they are still remarkable. The most gratifying thing is that the volume has risen. If there is volume, there will be popularity. If there is popularity, there will be market conditions.
Of course, you cannot ignore the hidden worries among the joys. First, northbound funds flow out for four days last week and are not so firm and bullish; secondly, the three major indexes on the weekly line, the Shanghai Composite Index is small positive, and the Shenzhen Component Index ChiNext Index is all negative, especially last Friday, the three major indexes all reported a high volume negative line. Although it is a false negative line, this negative line also indicates that funds have both got on and off, and differences still exist.
Fortunately, real estate is always favorable. Whether the market will take advantage of the trend to reversal or return to the volatility this week needs to be carefully observed.
