AXA Investment: Emotion repair prioritizes fundamentals, focusing on the value of dining sector layout.
It especially emphasizes the layout value of the dining sector, mainly in the context of emotional turnaround, the dining performance quickly turned around.
Hong Kong stocks have been soaring for days on heavy volume, haven't jumped on board yet? These directions are still worth paying attention to.
In recent days, the heavy-duty policy bullish continues to catalyze, with large funds actively buying assets in China, and the market's bullish sentiment towards China has been fully ignited. Beneficiary sectors have already risen in advance. Lowering mortgage rates is bullish for consumer spending, with sectors like alcohol, gold, and jewelry taking the lead, while opportunities for biomedical and real estate stocks are worth looking forward to.
The central bank has launched two measures at the same time! The reserve requirement ratio is reduced by 0.5 percentage points, and the 7-day reverse repurchase operation interest rate is lowered by 20 basis points.
Starting from September 27, 2024, the reserve requirement ratio for financial institutions is reduced by 0.5 percentage points. After this reduction, the weighted average reserve requirement ratio for financial institutions is approximately 6.6%.
An analysis of the 9.24 policy big gift package, super-expected policies may become the cornerstone of laying the turning point.
Jingu Finance News | After the Federal Reserve entered a rate-cutting cycle, the market has expectations for the opening of China's interest rate space and policy space. However, many participants may not have anticipated that the government's sudden combination of policies would have such a significant stimulating effect on the stock markets in Hong Kong and mainland China. On September 24th, the State Council held a press conference and introduced a series of financial support policies to support the high-quality development of the economy. These policies include the reduction of existing home loan rates, a comprehensive 50 basis point reserve requirement ratio cut, two innovative capital market support tools, a total of 800 billion yuan in market liquidity supplementation, and concerns about the stabilization fund.
The science and technology index surged straight up by more than 6%! Network technology stocks across the board are exploding, with the political bureau meeting sending out a strong signal for revitalizing the economy.
csc Chief Strategy Officer Chen Guo expressed in a statement that I think the signal to vigorously revitalize the economy at today's meeting is very strong, and also specifically mentioned efforts to boost the capital markets, boost morale, and form a dual bullish impact on the stock market in terms of profit and valuation. The trends of A shares and H shares are expected to reach new heights.
The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work
The Political Bureau of the CPC Central Committee held a meeting on September 26 to analyze and study the current economic situation and deploy the next economic work. ****, General Secretary of the CPC Central Committee, presided over the meeting.