How to trade before the election? Institutions: Policies and impacts are mutually causal, causing fluctuations in Hong Kong stocks.
China International Capital Corporation believes that the Hong Kong stock market continues to fluctuate at the current level, waiting for policy and election changes, focusing on structural market trends. Due to the fact that the sentiment and capital of the Hong Kong stock market are more sensitive to overseas changes, tariff policies may bring greater short-term impact than A-shares. However, there is no need to worry excessively.
One-week lookahead | Heavyweight financial reports coming! Technology giants such as apple, microsoft are unveiling one after another; USA economic data bombardment one after another! Non-farm payroll report finale on Friday.
Multiple countries will announce their GDP for the third quarter, with the USA's economy expected to achieve an annualized growth rate of 3.3% in the third quarter; Bank of Japan interest rate decision: expected to maintain short-term interest rates unchanged, gradually reducing the scale of bond purchases.
Institutions: Maintain a long-term mindset and focus on three major themes
With the implementation and effectiveness of structural mmf policy tools such as repurchasing and shareholding loans, convenient exchange between securities, funds, and insurance companies, undervalued, high dividend state-owned enterprises and institutions heavily invested in leading industries are expected to benefit.
Institutions: The policy warm wind continues, focusing on technology and high-end manufacturing in terms of structure
Since the beginning of the year, the policy of safeguarding the capital markets has continued to be implemented, with the 924 policy clearly shifting, boosting market confidence significantly; the market is in the process of transitioning from a bear to a bull market, with policies taking the lead and driving improvements in fundamentals to keep pace; structurally, the main themes are technology manufacturing with better fundamentals, high-end manufacturing with both supply and demand advantages, or medium-term trends.
Express News | Deputy Minister of Finance Liao Min: In addition to monetary policy, China will also increase the intensity of countercyclical fiscal policy adjustments. China is confident in achieving an economic growth target of around 5% for the whole year.
National Bureau of Statistics: From January to September, the profits of industrial enterprises above designated size in the country decreased by 3.5% (with interpretation).
From January to September, the total profits of industrial enterprises above designated size in the country reached 5,228.16 billion yuan, a year-on-year decrease of 3.5% (calculated on a comparable basis).