These days, I checked the closing news of the U.S. stock in the early morning as soon as possible, and received the same script every day. In addition to the US stock market closing on Monday, US stocks have been falling for three consecutive trading days from Tuesday to the early morning today. If you accidentally think you are watching A shares .
In the early morning of this morning, in the last two hours of the trading period, the Dow Jones Industrial Average turned downward, falling rapidly by 625 index points.
In addition to the Dow Jones Industrial Average, the other two major indexes, Nasdaq and S&P 500 also fell, and they also rose first and then fell. dived in the late trading ,
, but Chinese stocks listed in the list of , But it is obviously different. Combined with the trend of Hong Kong stock during the day yesterday, there is a very obvious signal.
01, US stocks fell again
This week is not a complete trading week for US stocks, because of the Monday holiday, one less trading day, but maybe it was a break, and then it fell for three consecutive days.
last night, The U.S. stock market performance was pretty good at opening, with all three major indexes rising slightly, and the Dow Jones Index rose 460 points at its highest. Before opens , index futures performs well, and the index trend after the opening is pretty good, but I didn’t expect that when I looked at it this morning, it fell from the high two hours before the closing, and the Dow Jones Index fell in just two hours. More than 600 index points.
It seems that next week's Fed interest rate meeting will still cause great trouble to the stock market.
02, Chinese stocks, rose
Although the US stock market fell across the board, including the Nasdaq index , which is mainly technology stocks , also fell, but the performance of Chinese stocks last night was pretty good.
is actually not ideal on the news side. The U.S. Senate Judicial Committee approved an antitrust bill against tech giants. Although Apple and Google have spent a lot of effort to lobby, it seems that this bill is It will be approved in the end, and the next step is to review it at the plenary meeting of the Senate.
as a reference. In 2021, China's technology giants also encountered strict antitrust, causing a year-round decline. Meituan and other stocks have a maximum drop of more than 50%.
It seems that in 2022, these technology giants in the United States will have to face the problem of antitrust.
However, most of the popular Chinese stocks closed higher, JD.com b site Pinduoduo Baidu both had good gains, and several new energy vehicle stocks finally stopped falling and rebounded.
This is both unexpected and reasonable. The overall decline of US stocks is very popular, and it is unexpected that Chinese stocks can rise; but considering the rise of Hang Seng Index and Hang Seng Technology Index during the day yesterday, which has led to the rise of Chinese stocks in US stocks, which seems reasonable.
03, Hang Seng Index , rebounded
After the A-share market closed yesterday, the Hong Kong stock market continued to rise like a rainbow. At the end of the closing, the Hang Seng Index rose 3.4%, and the Hang Seng Technology Index rose 4.5%. Combined with the rise in the previous few days, it seems that Hong Kong is looking at the rise in Hong Kong. The stock market rebounded.
Compared with A-shares, Hong Kong stocks are more susceptible to the influence of external stock markets. In the current continuous decline of US stocks, Hong Kong stocks have experienced a completely different independent market trend.
After the Hang Seng Index reached its stage low on January 6, it has continued to rise in the past half month, and the same is true for the Hang Seng Technology Index.
There are many investors who are constantly increasing their positions to buy China Internet, which has also risen from the lowest 1.195 more than 10 days ago to the current 1.317, and has accumulated a 10% increase.
Other public funds that mainly invest in Hong Kong stocks also rebounded at low points.
Take the advantages of Jiashi as an example. The fund was established on January 19 last year. It has been exactly one year since then, but the cumulative yield in the past year is negative 12.66%.
was in the early stage of the fund establishment, and the net value was 1.03 yuan at its highest, but it was only 0.82 yuan a few days ago, with the maximum drawdown reaching 20%. After the rebound of Hong Kong stocks in the past few days, the fund's net value returned to 0.87 yuan on Thursday, with a low rebound of 6%.
A shares have not performed well this time, and US stocks have not performed well this time. Why are the performance of Hong Kong stocks surprising? The fundamental reason for
is undoubtedly a year-on-year decline, which has led to a relatively good valuation of this type of stock, and a corresponding rebound is sooner or later. The timing of the rebound of
can be combined with the repurchase in the Hong Kong stock market in the fourth quarter of last year.
In the past 20 years, Hong Kong stocks have recorded multiple declines, some declines will rebound, and some declines are just relays. However, after almost every large number of repurchases, Hong Kong stocks have been in the following two or three months. It will rebound very well.
cai said it clearly that he likes to analyze past data and find out the rules in the data. Not only the market, but also the evaluation of some funds. In order to have a higher winning rate, we need to look at the past historical data of funds and managers.
04, the opportunity for Hong Kong stock funds?
In this case, what should friends who already hold Hong Kong stock funds do?
Even if the Hang Seng Index has an expectation of a rebound, it does not mean that all the Hong Kong stock funds we hold are worth continuing to hold. The more we should choose funds.
Some fund managers do not have much QDII experience in the past, and some funds have chosen Hong Kong stocks in the past year, but do not have much room for rebound. We need to replace these not-so-good funds.
hopes to invest in Hong Kong stocks through funds and choose good funds and good fund managers. It is not that all funds will rise during the market rebound and rise.
Friends who haven’t bought it, is it worth buying now? Friends who have suffered serious losses in the past should now replenish their positions?
In fact, there are no standard answers to these questions, but there are standard steps.
First, you need to determine how much risk you can bear;
Second, you need to determine what proportion of the position of , the Hong Kong stock funds should occupy.
can only answer whether you should buy and whether you should increase your position after clarifying the above 2 points.
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