1, structural monetary policy precisely made efforts. PSL's monthly net new scale has increased by more than 100 billion yuan
On October 8, People's Bank of China announced the progress of mortgage supplementary loans (PSL) in September 2022, National Development Bank , China Export-Import Bank , China Agricultural Development Bank , China Agricultural Development Bank net new mortgage supplementary loans of 108.2 billion yuan. The balance of mortgage supplementary loan at the end of the period was 2648.1 billion yuan. Data shows that this is the first positive growth in the balance of mortgage supplementary loans since February 2020, and the monthly net new growth scale has returned to more than 100 billion yuan after many years.
2, a real exploration of the real estate market in the National Day Golden Week: new home sales are sluggish, second-hand house transactions recover
As the beginning of the "Silver October", the real estate market performance in the "National Day" Golden Week has always attracted much attention. During the National Day, a reporter from Securities Daily visited Jinan, Wuhan, Lanzhou and other places and found that the real estate transactions showed a differentiated trend: the number of visits to the new housing market increased significantly but the transactions were still sluggish, and the transactions of second-hand housing were rebounding.
3, the average profit of pig prices is over 1,000 yuan. The country will release the fifth batch of pork reserves
On October 9, the National Development and Reform Commission issued a message saying that pig prices have continued to operate at high levels recently and have been at a historically high level. In order to effectively ensure the supply and price stability of the live pig market, the country will release the fifth batch of central pork reserves this year in the near future.
4, the market style may be switched. Securities companies recommend paying attention to A shares three main lines
Securities companies generally believe that the recovery of economic fundamentals in the fourth quarter and the improvement of listed companies' performance may bring new layout opportunities for investors, and the market performance in the fourth quarter is expected to improve compared with the third quarter. From the perspective of configuration, high prosperity growth, consumption and traditional energy are the three major tracks favored by securities companies. The low-valuation blue chip sector and the marginal improvement sector of performance are also worth paying attention to.
5, US dollar deposit interest rate soaring interest rate hike expectation disturbs depositors' money bags
9, China-US interest rate spread widened in September, following the many adjustments, many banks raised US dollar deposit interest rates again before the National Day holiday, and some banks' maximum 1-year fixed deposit interest rate reached a rare 4.27%, "dumping out" RMB deposit interest rate for more than 2 times. This also means that the wallets of domestic residents are continuing to be affected by the Federal Reserve's interest rate hike , and the bank's foreign exchange account manager is busy "passionately" in attracting deposits.
6, nearly 70% of the liquefied natural gas exported by the United States have been shipped to Europe!
After Europe imposed sanctions on Russian energy, the United States took the opportunity to sell natural gas to Europe at a high price, which aroused dissatisfaction. French President Macron html called out to the United States and Norway on the 56th, saying: "You provide us with energy, which is great, but we can't pay you four times the price. This is not the true meaning of friendship."
7, the largest avian influenza in the history of Europe's outbreak, will eggs rise in price?
UK, France, Germany... A large-scale avian influenza is sweeping Europe and the United States. Not only in Europe, highly pathogenic avian influenza has spread to America, Africa and other regions. As inflation and feed costs rise, global poultry and egg prices have risen. Highly pathogenic avian influenza has caused tens of millions of birds to be culled in many regions around the world, aggravating supply tensions and further pushing up the prices of poultry meat and poultry eggs.
8, the new public offerings exceeded one trillion yuan this year. The industry is optimistic about the opportunities in the fourth quarter
There are currently more than 100 new products being issued or waiting for release. Several public offering personnel said in an interview that while being in awe of the market, they remain optimistic about the structural opportunities in the fourth quarter. Some industries that had sharp declines in the early stage already have good medium- and long-term investment opportunities.
9, Yinhua Information Technology has become the worst quantitative product! There are 84 fund products with the keyword "quantitative" that have been established for more than 5 years in the entire market, including only 5 products that have suffered losses since its establishment, and Yinhua Information Technology Quantification is one of them. In the past five years ended September 30, 2022, Yinhua Information Technology's annualized yield of quantitative results was -1.33%, ranking 234/246 in the same category.
10, 110 new funds "ambushed" in the fourth quarter market, and the low-level layout is becoming more and more obvious.
New funds are full of highlights. In addition to the 2020 public offering champion Zhao Yi and other popular fund managers, consumer oversold tracks have also become the target of public offering layout.
