Recently, with the support of multiple positive news, A-share market may usher in a rebound next week. If you want to understand the current market but do not take detours in investment, I hope it will take you 3 minutes. What is the current situation in capital market ?
Domestic market status
From the perspective of valuation, the A-share market is currently in a relatively low area and is suitable for long-term allocation; from the perspective of fundamental , our inflation is relatively moderate. Compared with foreign countries, policies can stabilize the economy more effectively, so there is little risk of market returns going down.
Global market status
Overall, Global economy will slow down next year. Among the several major economies , Europe and the United States will most likely fall into economic recession, Eurozone and the United Kingdom GDP will show negative growth, and the United States will remain the same. However, the upside is that inflation may decline.
Next we will pay attention to the long-term trend of economic fundamentals and the recovery of investor confidence. If you want to obtain excess returns, you should pay attention to your investment logic. According to the consumer confidence index survey, public sentiment bottomed out in June, so consumer confidence should slowly rebound after that, and the yield of in the stock market next year should also be good. Specifically, growth stocks that have fallen more this year may rebound. You can pay attention to the technology, medical and consumer sectors in .
Expanding domestic demand put on the agenda
This week, the State Council issued the document "Outline of the Strategic Planning for Expanding Domestic Demand (2022-2035) ", , which will elevate the expansion of domestic demand to the strategic level. Investment, exports and consumption have always been the three pillars driving the economy, and their status is on par. This document will place domestic demand including investment and consumption in a more important position. So how do we tap the potential of domestic demand next? file mentions a few points:
makes everyone dare to consume. The document acknowledges that the current income distribution gap is large and there are shortcomings in people's livelihood security. Combined with the goal of significantly expanding the middle-income group of in the 14th Five-Year Plan, the cake that middle- and low-income people in will be even larger.
meets diversified consumption needs. Take meals as an example. In the past, the standard for eating instant noodles was 5 yuan. With the popularity of hot pot and takeaway, the unit price of one person's food increased to 20 yuan.
3, Increase investment attraction
Improve the circulation of labor, land and other factors. For example, the household registration system hinders the free circulation of personnel, and the factory cannot recruit suitable employees, which will lead to a decline in productivity.
4, To attract funds to invest
Our main investment force is local governments, but some places that are short of money are gritting their teeth and investing in debt may have fiscal risks. The document mentioned that when our domestic demand market is strong enough, it can attract more international funds.
In the context of economic downturn, it is better to seek others than to seek others. The internal and external dual circulation will be the focus of the future. Among them, consumption, infrastructure and other fields will become the main investment lines in the long term.
data is to be included in the table
In the past two days, the Ministry of Finance has issued the "Interim Regulations on Accounting Processing of Enterprise Data Resources Related (Draft for Comments) ", which further promoted the development of the data element market. So what kind of assets belong to data assets?
is the data used by yourself , not as the main business, and is only for internal use of the enterprise. For example, the user data controlled by the bank. The second is commercial data , with data trading as its main business. For example, various investment data provided by Tonghuashun, Oriental Fortune , etc. is a non-data operation company, but it will also sell data products . For example, National Grid .
First of all, this time the data element means that its value is recognized, and the changes in accounting standards will become an important basis for data to generate value. For related companies, this is undoubtedly encouraging companies to increase their construction and investment in digital economy . In terms of investment, you can pay attention to the two lines of "data owner" and "data processing tool" . "Data owners" such as the three major operators, holding massive user data, will likely drive the increase in assets to increase the company's valuation; and with more data, "data processing tools" will also come on the stage, and demand for those big data platforms and related applications will also explode.
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