000300 CSI 300 Index
- 3684.45
- +8.29+0.23%
Goertek Microelectronics IPO “ended” Goertek shares: the spin-off and termination of the spin-off are normal capital operations
① Goertek Microelectronics's spin-off listing was terminated. Goertek said it was “a decision made after fully considering various factors such as the current market environment, valuation level, and policy orientation”; ② The IPO review is getting stricter. Recently, many GEM participating companies, such as Jingchuang Technology, Liuchun Intelligence, and Huayi Co., Ltd., have terminated their listing, and over 8 companies planning to split the listing this year.
Increased Chinese stock holdings for four consecutive weeks! Global hedge funds are betting more on this valuation depression
① Goldman Sachs's latest report indicates that global hedge funds have increased their holdings of Chinese stocks for four consecutive weeks, and have poured into the Chinese market for seven out of the past eight weeks; ② lower-valued stocks have created an excellent opportunity to enter the market, and Dalio of Qiaosui has long revealed that he has been investing in China; ③ Goldman Sachs and many other Wall Street institutions believe that the bull market for Chinese stocks will continue.
ICBC AXA Life welcomes new coach Wang Dufu as chairman. How can we solve the problem that it is still difficult to make a profit by relying on “big trees”?
① In the first quarter, ICBC AXA achieved net profit of 28 million yuan, a year-on-year decrease of 90%; ② In addition to the president, ICBC Life Insurance's new senior management level is basically in place; ③ it will take time for the industry to mitigate stock risks and cultivate new business models.
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
The chairman and president of Societe Generale Consumer Finance were in place at the same time. Like the previous one, they all came from the parent bank Societe Generale Bank. Executives of at least 8 consumer finance companies changed during the year
① Societe Generale Consumer Finance announced changes in the legal representative and president of the company. This is also the first time that it has changed its chairman since its establishment in 2014; ② Societe Generale Consumer Finance's first chairman Zheng Haiqing and CEO Lin Chun all came from Societe Generale Bank. Chairman Dai Xuxian and CEO Liu Qinghua continue this tradition; ③ In the first half of this year, at least 8 consumer finance companies experienced executive changes, 7 of which were banking companies.
Global capital is rushing into the market! Hedge funds swept Chinese stocks for the fourth week in a row
Global hedge funds increased their holdings of Chinese stocks for the fourth week in a row, joining a large number of investors trying to catch up with the Chinese stock market's rebound.
Tesla Killer Lands In Europe: BYD's Seagull EV Poised To Disrupt With Sub-$21K Price Tag Even After Tough Tariffs
BYD Co. (OTC:BYDDF), a leading Chinese electric vehicle manufacturer, is set to launch its budget-friendly electric vehicle in Europe, posing a significant challenge to local automakers.
China Ping An's two shareholding plans have re-entered the “buy buy buy” market. The participation capital was reduced by 1 billion dollars compared to previous years, and it is clear that it will buy H shares for the first time
① China Ping An's two shareholding plans have once again entered the market to buy shares. The annual core personnel shareholding plan has already bought more than 157 million yuan, and has now made a profit. ② According to the reporter's statistics, the total amount of share purchase capital participating in the two major plans of Ping An of China during the year decreased by more than 1 billion dollars compared to 2023, which is less than the amount of participation in 2022. ③ However, unlike previous years, which mainly bought shares in the A-share market, Ping An of China plans to buy shares in the H share market this year.
Choice data shows net purchases for 4 consecutive months since February of Northbound Capital as of May 20. Since this year, the total net purchase amount of Northbound Capital is 93.181 billion yuan, which has surpassed the net purchase amount of 90.2 bi
Choice data shows net purchases for 4 consecutive months since February of Northbound Capital as of May 20. Since this year, the total net purchase amount of Northbound Capital is 93.181 billion yuan, which has surpassed the net purchase amount of 90.2 billion yuan in 2022 and 43.7 billion yuan in 2023. A series of data recently disclosed shows that global capital is increasing its allocation of Chinese assets. The latest data from Goldman Sachs Group's brokerage department shows that hedge funds made net purchases of stocks in various regions of the world last week, and net purchases of Chinese stocks have continued for four weeks. Furthermore, in the newly released stock strategy report, Goldman Sachs targeted the Shanghai and Shenzhen 300 Index for 12 months
Express News | Li Qiang: Firmly adhere to the bottom line that systemic financial risks do not occur
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
Foreign investors sweep the goods in a high-profile manner! New goals emerging?
Who will rescue the set of jails
Is the big rebound in the Chinese stock market sustainable? Goldman Sachs and HSBC said the same thing: let history say goodbye!
Goldman Sachs said that data from the past 20 years shows that after entering a technical bull market, 60% of the market is likely to continue to rise, and the maximum return for the next 6 months will average 35%.
Express News | A-share review: The Shanghai Index fluctuated and adjusted and fell 0.42%, and the turnover of the two markets fell below 800 billion yuan
Express News | National Bureau of Statistics: In April 2024, the unemployment rate for the 16-24 year old labor force not including students in urban areas across the country was 14.7%, the unemployment rate for the 25-29 year old labor force was 7.1%, and the unemploym
Communication Holdings: Demand for structural improvements in smart phone products in emerging markets is high, and the market is expected to experience a moderate rebound this year | Direct performance
① Regarding this year's market outlook, Zhu Zhaojiang, chairman of Communication Holdings, quoted a third party agency predicting and answering the “Science and Technology Innovation Board Daily” reporter's question, saying that the global smartphone market will usher in a moderate rebound in 2024; ② Communication Holdings said that with the continuous development of emerging markets, the share of smartphones will continue to increase, and there is a large demand for structural improvements.
Express News | Goldman Sachs: Hedge funds net purchases of Chinese stocks for the fourth week in a row
The Anting factory was renovated at the end of the month, and the first product was launched in 2025, and the joint development of Audi SAIC Motor reflects the Chinese car market entering a new era of joint ventures
① SAIC Motor Group and Audi formally signed a cooperation agreement on May 20. According to the agreement, the two sides will jointly develop the Advanced Digitized Platform Intelligent Digital Platform (ADP) and launch pure electric products for the Chinese market based on this platform. ② It is reported that the first batch of models in the cooperative project between the two sides will cover the B-Class and C-Class markets, and the first product is expected to be launched in 2025.
A quick look at the Hong Kong market | The three major indices fluctuated and closed higher. Non-ferrous metals stocks rose across the board, China Gold International rose nearly 8%, and China Silver Group soared more than 54%
Auto stocks rose one after another. Xiaopeng Motor rose more than 7%, Zero Sports Auto rose nearly 7%; coal stocks rose one after another; Yancoal Australia rose nearly 6%, and China Coal Energy rose nearly 4%.
Damo: Raising the Hang Seng Index target is 2,500 points, and looking higher than the Shanghai and Shenzhen 300 Index to 4,400 points
Glonghui, May 20 | Morgan Stanley raised the target prices of the Hang Seng Index and the State-owned Enterprises Index. Dama gave the Hang Seng Index a basic scenario target of 19,150 points at the end of June next year. Previously, the Hang Seng Index had a target of 16,000 points by the end of this year. Under the most optimistic scenario, the target price is 22500 points at the end of June next year. Previously, the target price for the Hang Seng Index was 18,500 points under the most optimistic scenario. In the most pessimistic scenario, the target was 12,200 points, compared to 11,000 points previously. The basic scenario target for the state-owned enterprises index at the end of June next year is 6,800 points. Previously, the bottom target for this year was 5,450 points. Under the most optimistic scenario, the target price is 8,100 points by the end of June next year