Hong Kong and A-shares are in high spirits! How much room is left in the market under the new round of policies?
Interest rate-sensitive growth stocks, export chains driven by usa real estate demand, Hong Kong stocks local dividends and real estate, all show greater resilience in this round of rise.
Asian Net Buying on Goldman Sachs' Prime Book Hit 10-year High Last Week
Beijing Housing Regulator Eases Home Purchase Restrictions For Non-Local-Resident Buyers
Beijing Adjusts Down Payment Ratio For First Home Buyers To No Less Than 15%, Down Payment Ratio For Second-Home To No Less Than 20%
China's Beijing Issues Notice On Adjusting Home Purchase Policies
Benzinga Market Summary: Chinese Stocks Continue Higher Amid Stimulus Measures, Autos Drop On Weak Stellantis Guidance
US stock early market | The three major indices are mixed, with Apple up nearly 2%; Chinese concept stocks continue to soar, Tal Education up nearly 20%, Nio Inc up over 13%
On the evening of the 30th peking time, the US stock market opened slightly lower on Monday. Chinese concept stocks rose across the board. It is expected that the US stock market will record gains in September and the third quarter. JPMorgan is expected to adjust its options position, which may increase market volatility. Federal Reserve Chairman Powell will deliver a speech on Monday.
Express News | U.S.-Listed Shares of Chinese Firms Rise as Domestic Stocks Extend Rally
Shorts liquidation! Foreign funds crazily rushing into call options, the slogan of 'bullish on China' echoing on Wall Street.
Last week, everything about the Chinese stock market seemed to have changed. Looking at the international markets, the Wall Street investment banks and hedge fund institutions, who have long been cautious about the Chinese stock market, suddenly turned overwhelmingly bullish on Hong Kong stocks and A-shares, with a collective voice of "long China" echoing through Wall Street.
US Stock Market Outlook: Chinese concept stocks continue to rise! Ke Holdings, Nio Inc. surged more than 14% before the market opens; Powell will take the stage tonight, the US stock market will face another big test of 'non-farm' this week.
China concept etfs continue to soar, with china's small and medium-sized enterprise board and gem etf surging by over 15%; goldman sachs points out that as the economy normalizes, the premium on quality usa stocks is decreasing.
One image to understand | The list of bull and bear stocks in the US stock market in September is out! Chinese concept stocks have surged, nio inc and Xiaopeng soared over 60% this month; this year skyrocketed more than 2 times! Electrical utilities giant
This month, the Federal Reserve significantly lowered interest rates by 50 basis points to start a loose cycle, greatly alleviating the market's concerns about a US stock economic recession. The expectation of a 'soft landing' continues to heat up, with all three major US stock indices recording gains. As of now, the Nasdaq has risen 2.29% this month, the S&P 500 has risen 1.59%, and the Dow has risen 1.8%.
China's FX Regulator Said The Likelihood Of Further Deleveraging In China's Foreign Debt In Q4 Is Low, And Foreign Debt Levels Are Expected To Remain Stable
Daily options tracking | Chinese concept stocks continue to soar! Nio Inc's multiple call options exploded by more than 2 times; Tesla extended volatility level raised to the highest of the year, with major players selling over 0.1 billion US dollars wort
"Whale holders" MSTR rose more than 6% on the previous trading day, the put options accounted for 36.7% ; Among the outstanding contracts, the highest volume of call options with a strike price of $200 expiring this Friday, was 0.012 million contracts.
Express News | Alibaba Shares up 5%, Bilibili up 8.5%, Li Auto up 7.8%, JD.com up 7.2%, PDD Holdings up 5%
Hong Kong A shares are collectively active! A-share trading volume exceeded 1 trillion in 35 minutes. How do you view this round of "policy big gift package"?
After 35 minutes of trading, the trading volume in Shanghai, Shenzhen, and Beijing has exceeded 1 trillion yuan, up over 400 billion yuan from the previous trading day's volume, with Shanghai's trading volume at 439.2 billion yuan, Shenzhen's at 557.9 billion yuan, and Beizheng 50's at 5.9 billion yuan, breaking the fastest trillion-dollar record in history.
Senior officials of the Federal Reserve called for a gradual resumption of interest rate cuts!
St. Louis Fed President Bullard is concerned that looser financial conditions may stimulate demand and weaken anti-inflation efforts.
Futu Morning Post | Sleepless night in real estate! Existing housing loans hit rock bottom, shanghai shenzhen guangzhou respond to new policy "combination punch"; Funds rushing into the market! ICBC Silver Certificate Transfer Net Value Index Soars
The Dow hit a new high, Chinese concept stocks rose across the board, with the Golden Dragon Index soaring by about 24% last week; The Federal Reserve's Mousalem: The Federal Reserve should "gradually" cut interest rates; Consumer confidence in the United States has risen to a five-month high, strengthening optimism about the economy.
Five major state-owned banks announced: Existing home loan interest rates have been lowered, with detailed measures to be released on October 12th! Shanghai and Guangzhou introduce new real estate policies again.
The People's Bank of China released an announcement on September 29th, improving the pricing mechanism for commercial individual housing loans, allowing existing housing loans that meet certain conditions to be renegotiated in terms of point increments, promoting the reduction of existing housing loan interest rates.
After the announcement of the new round of interest rate reduction for existing house loans, China Construction Bank is actively promoting new housing loans! Targeting the Golden Week, many branches of state-owned banks are also taking action.
1. ABC Bank took the lead in deploying the National Day housing loan discount promotion during the traditional Chinese lunar calendar month of September and the tenth lunar month, becoming the first state-owned large bank to launch this activity after the official announcement of the adjustment of existing housing loans. 2. In addition to ABC Bank's nationwide mortgage marketing activities, some local branches and sub-branches of state-owned large banks are also taking action. 3. Despite facing pressure from the adjustment of existing housing loan interest rates, mortgage loans, as high-quality credit assets, have always been a battleground for various banks.
Central Bank, super heavy! Batch adjustment of existing home loan interest rates!
On September 29, the People's Bank of China (referred to as the "central bank") issued an announcement (referred to as the "Announcement") to improve matters related to the pricing mechanism of commercial individual housing loans. Starting from November 1, eligible borrowers can negotiate with commercial banks to adjust the rate markup of mortgage loans in a market-oriented manner and can also negotiate to adjust the repricing cycle. At the same time, the central bank issued the "Proposal on the Initiative of Bulk Adjustment of Existing Housing Loan Rates", clarifying that all commercial banks should unify the interest rates of existing housing loans (including first homes, second homes, and more) by October 31, 2024.