Tomorrow, the opening day of A shares will be held again. There are constant good news on the weekend. It is expected to open on Monday, and A shares will return to 3200 points.
1. RMB exchange rate violently rose 755 basis points
Two days on the weekend, offshore RMB exchange rate continued to rise, bringing a total of 755 basis points. At present, the offshore RMB exchange rate has risen to 7.0159.
Unconsciously, the offshore dollar to RMB exchange rate has fallen from its highest point in October 7.3746 to 7.0159. With the slowdown of the Fed's interest rate hike, the RMB exchange rate will gradually recover.
This is undoubtedly a major benefit for A-shares, and foreign capital will enter the market and grab chips.
2. FTSE A50 increase 1.3%
As the futures index of A-shares, FTSE A50 has always been the weather vane for the rise and fall of the market the next day.
Currently, the FTSE A50 futures index closed up 1.30% in the night trading, at 12879.000 points.
If there is no sudden negative news, the market surge on Monday seems to be on the verge of DingTalk.
3. The Chinese Internet Futures Index soared by 6.3%
On Saturday night, the futures index "Chinese Internet ETF-KraneShares" that tracked the Chinese Internet violently rose by 6.30%.
According to rumors, new progress has been made in the audit work of the Chinese Internet listed in the United States, resulting in a surge in the Chinese Internet Futures Index.
At present, the Chinese Internet has risen by more than 50% from its lowest point. Since November, it has also experienced a violent rebound. At present, the Chinese Internet is clearly in the undervalued range. Investors can pay more attention to the rebound of the Chinese Internet.
4. The epidemic prevention expectations are fulfilled, and the five major cities are role models
On December 1, Guangzhou took the lead in setting an example, and it did not retreat like Shijiazhuang, but was quite successful.
Over the weekend, more than a dozen large and medium-sized cities followed Guangzhou's pace one after another. intensively adjusts nucleic acid testing policies to optimize the scope of nucleic acid testing objects. You don’t need to check the nucleic acid code when taking public transportation and entering public places, and the pace of recovery of the tourism market is accelerated.
Five megacities, Guangzhou, Tianjin, Chengdu, Beijing and Chongqing, have also issued new travel policies.
The permanent population of five major cities exceeds 100 million, and travel will be more convenient.
5.JPMorgan :Shanghai-Shenzhen 300 Index is expected to reach a new high within one year
JPMorgan said that the Shanghai-Shenzhen 300 Index is currently at a low valuation level. With the improvement of profits and the further relaxation of monetary policy , the Shanghai-Shenzhen 300 Index is expected to reach a historical high in the next 12 months.
JPMorgan Chase analyst Zhan Linna said: Even if , which is 15 times the Shanghai and Shenzhen 300 index, there is still room for growth of 25%.
It is reported that the current Shanghai and Shenzhen index is 3870 points, with the highest point in November 2021 at 5143 points, a plunge of 25% in one year.
6. Last week, foreign capital net purchases of 26.5 billion liquor
liquor stocks have been favored by foreign capital. However, with the Federal Reserve hike in recent years, the dollar index soared, and foreign capital has withdrawn one after another.
. As the turning point of the Federal Reserve's interest rate hike approached, foreign capital started a crazy "buy, buy, buy" model again. Last week, foreign capital bought a net purchase of 26.5 billion yuan in the liquor sector.
liquor is currently in the normal valuation range, but given the high growth of liquor stocks, long-term layout can be considered as a car.
7. Guangzhou medical experts: Omickron is classified as a seasonal cold level.
This is undoubtedly a huge benefit for the market, in addition to nucleic acid testing-related concept stock .
Cold medicines, antipyretics, and antigen self-produced testing related concept stocks will become hot topics of hype.
Of course, the biggest benefit is the recovery of consumption and the post-epidemic concept sector, such as aviation, hotels, catering, and tourism stocks, which are worth paying attention to.
8. BYD 1 November sales released
BYD released its November sales on Friday night, 1.2304 million vehicles, and increased by year-on-year by 152.63%. This is the third consecutive month that BYD has achieved a monthly sales of 200,000+.
The new energy sector has fallen for 4 months. BYD has always been the weather vane of the sector. Can BYD drive the sector to rise this time?
However, from the perspective of technical , the new energy sector has fewer opportunities in the short term, and short-term operations need to be cautious.
9. US media: Sino-US trade is expected to hit a record high
According to data, the United States imported US$556 billion in goods from China in the first 10 months of this year, US$25.6 billion more than the previous record-breaking 2018.
As long as the data in November and December are the same as the same period, there is a high probability that the trade volume between the two countries will set a record high.
This is also a big benefit, and the trade level between China and the United States has finally returned to the pre-epidemic level.
10. Wall Street Three major investment banks: next year, US stocks fell at least 20%
Wall Street's three major investment banks spoke out at the same time, saying that they were not optimistic about the trend of US stocks next year and issued pessimistic predictions.
For Bank of America , the liquidity crisis triggered by Feder may put pressure on S&P 500 index . Meanwhile, Morgan Stanley and Deutsche Bank also said that lower earnings outlook and US economic recession may trigger a stock market sell-off.
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