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.
US stocks close | US PCE inflation cools down, S&P Nasdaq falls but Dow hits new high; China concept index surges 24% for the whole week, jd.com hits fourteen-month high.
US PCE inflation cooling solidifies the confidence of the Fed in rate cuts, but US stocks fell in the afternoon, with nvidia dropping nearly 4% at one point. China's stimulus policies drove the Chinese concept index up by 4%, nio inc rose by nearly 13%, pan-European stock indexes and German stocks hit new highs for two consecutive days, luxury goods stocks rose again. The Dow, S&P, and Nasdaq have all risen for three consecutive weeks, with two China-focused ETFs achieving the best weekly gains in history.
Putting half of his wealth into Chinese concept stocks, 'The Big Short prototype' Michael Burry made a profit this time.
As of June 30th, stocks of Alibaba, baidu, and jd.com together account for about 46% of Burry's entire investment portfolio. Billionaire investor David Tepper previously stated that now is the time to 'buy everything', as Chinese stocks still have a lot of upside potential.
Global stock markets welcome the 'most call morning of the year,' as Goldman Sachs fund flow experts exclaim that this 'china trade' is different from the past.
Goldman Sachs expert Rubner mentioned that FOMO is starting to appear locally in China; in the past 48 hours, he conducted more China-related Zoom calls than all related meetings within this year; short-term traders in Goldman Sachs PB business have been buying Chinese stocks for eight consecutive days, with the net buying amount of Chinese stocks in PB business this Tuesday reaching the second highest level in ten years, almost entirely from long positions.
Craig-Hallum Maintains Silicon Motion Technology(SIMO.US) With Buy Rating
Express News | The People's Bank of China: We need to speed up the introduction of financial increment policy measures files, and implement and implement each policy measure one by one.
Express News | The Central Financial Office and the China Securities Regulatory Commission jointly issued the "Guiding Opinions on Promoting the Entry of Medium to Long-term Funds into the Market".
Shares of Semiconductor and Chip Stocks Are Trading Higher Following Strong Earnings From Micron.
Chinese concept stocks soared nearly 50% this month, consumer and technology stocks have already quietly started! How long can this round of market trend last?
Looking at the performance ranking of Chinese concept stocks in the middle of this month, the optional consumer, internet plus-related, and brokerage sectors have been rising for multiple days in a row, with the highest increase close to fifty percent. Among American stock investors, there are even "smart money" making precise layouts, what signal does this convey?
Last night, Goldman Sachs' phone lines were jammed! Goldman Sachs answered the five most important questions from customers regarding the explosion of assets in China.
Goldman Sachs indicated that their buy volume in Hong Kong stocks and A-shares is 1.87 times, with buying mainly concentrated in Hong Kong.
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