Today is October 8th. As soon as you open your phone, four explosive news came from the market. One of them made people feel unhappy, but the other one made people excited, and the last one made investors shocked! Immediately share it with everyone, the specific news is as follows:
1, Beautiful Country html on the 37th, 31 Chinese companies, research institutions and other groups were included in the so-called "unverified list" to limit their ability to obtain certain regulated American semiconductor technology. From Lao Te to Lao Bai, although I changed the soup, I did not change the medicine. It was consistent in preventing my country from independently developing chip semiconductors, so this news is not surprising. Although these restrictions will have a certain impact on us in the short term, they have also stimulated our motivation and determination to independently develop chip semiconductors. Compared to the previous study of , two bombs and one satellite, our current technological strength and economic strength should be able to create more basic space and development opportunities for us. I believe that in the future, our independent chip semiconductor development path will be smoother and smoother and wider. Come on, China's chip semiconductors!
2. China's automobile exports are "explosive". China Automobile Industry Association data shows that from January to August 2022, China exported 1.817 million units, a year-on-year increase of 52.8%, of which 340,000 new energy vehicles were exported, a year-on-year increase of 97.4%, becoming the core growth point of automobile exports. Although the overall expectations of the global economy this year are not very strong, we have also been affected and dragged down to a certain extent. But from some local perspectives, we still have obvious advantages. Especially from the booming situation of my country's automobile exports, it reflects that we have a very big advantage in the automotive field, especially the new energy vehicle field. For new energy vehicles, the continued existence of internal preferential policies and the booming development of external sales are a significant positive for the overall industry and industry revenue and profit. Although this sector has adjusted with the index in recent times, good sales data are more favorable for the long-term trend.
3. Data shows that foreign exchange reserves in September were US$3028.955 billion, the previous value was US$3054.881 billion, a decrease of US$25.926 billion month-on-month; at the end of September, gold reserves were 62.64 million ounces, the same as last month. In the past one or two years, with the continuous hike of interest rates by the Federal Reserve , the US dollar has shown a strong unilateral trend; on the contrary, the offshore RMB exchange rate has also been under pressure from depreciation to a certain extent. Although it is affected by a variety of comprehensive factors, the weakening of the exchange rate still has a relatively adverse impact on the stock market. In September, reserves decreased slightly, and the US dollar sold off was also balancing the stability of the exchange rate, which was still relatively beneficial for A-share market .
4. Strong non-agricultural sectors triggered radical rate hikes expected , and US stock three major indexes closed down collectively. The Nasdaq fell 3.8%, up 0.73% this week; the S&P 500 index fell 2.8%, up 1.51% this week; the Dow Jones Industrial Average fell 2.11%, up 1.99% this week. Large technology stock performed weakly, AMD fell nearly 14%, Netflix fell more than 6%, and Microsoft fell more than 5%. Most of the popular Chinese stocks listed in fell, while Nasdaq China Golden Dragon Index fell 4.11%. Niu Electric fell by more than 10%, Nio , Ideal Auto, and Xiaopeng Motors fell by more than 6%. Judging from the performance of US stocks overnight, the overall decline is still quite large, which is largely affected by the heating up expectation of interest rate hikes. The performance of US stocks rising first and then falling this week is still not so friendly to the A-share market after the holiday. After all, the roller coaster trend of the market has greatly reduced the hot market expectations in the early stage. Of course, from the perspective of the energy market, the actual strengthening of crude oil prices can have an icing effect on the cake for the A-share related concept sectors, which is different from friendship.
Overall, A-shares have experienced a long holiday, and during the holidays, there have been many new changes in the domestic and foreign market news.Judging from the latest news changes, due to the rise and fall of the US stock market first and then the introduction of some unfavorable policies, market sentiment is still relatively short; for the market next week, there are still many uncertain factors added. However, it is worth being happy that in the local sector, the local positive stimulus effect brought by the explosion in domestic automobile export sales and the strengthening of international crude oil and other energy sectors is also worth looking forward to. Due to the recent prominent structural market trends, it is still relatively favorable for local directions that have obvious positive and stimulating effects.
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