Looking ahead to next week | The State Council Information Office will hold a press conference on October 8th, and A-shares will open on Tuesday; The Fed meeting minutes will be accompanied by heavyweight US CPI data.
Federal Reserve officials take turns appearing; Tesla will officially release Robotaxi, AMD will host 'Advancing AI 2024'; Q3 earnings season is coming! JPMorgan and others are the first to announce performance; Due to the Double Ninth Festival, Hong Kong stocks will be closed for one day on Friday, and southbound and northbound trades will be closed.
Opinion | Hong Kong stocks and Chinese concept stocks continue to soar, which foreign capital is the main inflow?
CICC stated that during the holiday period, Hong Kong stocks and Chinese concept stocks continue to surge, with accelerated inflow of passive foreign capital, but the proportion of existing stock scale is not large; there is a certain overdraft of trading-type funds, with active foreign capital turning into inflow this week, but the scale is not significant yet, and the subsequent trends of active foreign capital are worth attention. However, their continued inflow requires more policies and more optimistic expectations to drive.
There is still room for upside! Goldman Sachs: China's stock market is raised to "overweight", expected to rise another 15-20%.
Goldman Sachs raised the target price of MSCI China from 66 to 84, and raised the target price of the CSI 300 Index from 4000 to 4600. In terms of industry allocation, Goldman Sachs adjusted insurance and other finance to overweight, metals and mining to neutral, and telecommunication services to underweight.
Express News | The State Council Information Office will hold a press conference to introduce the situation related to the "systematically implementing a package of incremental policies, solidly promoting the upward shift of the economic structure towards excellence, an
Weekend reading | China's assets are fully erupting! How to seize the uptrend and not miss out? John Dumpton says...
Warren Buffett, in summarizing his investment experience, said that the main components of luck are hard work and careful planning, in addition to common sense and imagination. Luck belongs to those who "work one more minute". Luck means that you face hardships and difficulties without hesitation, meaning that you work hard into the late night, and also means that you never break an appointment or miss a train.
Global attention! Has the first variable appeared in the A-share market?
You can embrace enthusiasm, but do not lose your rationality!