Guangfa CSC refers to the financial real estate ETF investment value analysis: defensive posture continues to pay attention to the repair market of the financial real estate sector

國泰君安Apr 21, 2022 18:46 · Researches

US stock outlook | How big is the bubble? The “Buffett Index” has hit the charts! US stocks are the most expensive in history

Bank of America: Fundamentals can't support the market capitalization of 200 billion dollars; Moderna has 75% room for decline; fuboTV rose before the market, and the company raised revenue and subscriber expectations for the third quarter and the whole year; foreign media: Tesla may be eligible to receive electric vehicle charging funds from the bipartisan infrastructure law; Station B's daily active users exceeded 65 million.

富途資訊Aug 11, 2021 20:45

Selected Hong Kong Stock Announcements | Ideal Automobile-W's sale price is set at HK$118 per share; Geely's total sales in the first 7 months increased 15% year-on-year

Guangzhou Automobile Group sold 1805,500 vehicles in July, with Aian exceeding 105,000 vehicles; Shimao Group's cumulative contract sales in the first 7 months were 174.88 billion yuan, up 25% from the previous year; the medium-term consolidated net profit of Xincheng Development increased by at least 40%; and Chuangmengtiandi received an increase of 11.015 million shares from J.P. Morgan.

富途資訊Aug 9, 2021 08:34

What does the longest net outflow from the south in history explain?

Judging from the statistical results, both the number of days and the scale of capital outflows from the South in this round are in a very high position in history. This shows that the current market sentiment is already extremely pessimistic. Looking back, we think that as the impact of short-term event shocks gradually subsides, market conditions will improve.

追尋價值之路Aug 5, 2021 15:37

The worst fund plummeted 30%! How did China Securities go after it plummeted?

The Internet industry's “Cybersecurity Law” and anti-monopoly laws have become stricter, education “double reduction” policies have been implemented, and China's strong regulatory policy has raised concerns about uncertainty about Chinese stocks in the global market. After the “double reduction” regulatory policy was implemented, there was a panic sell-off in Hong Kong stocks and China Securities, and this sentiment immediately spread back into A-shares. Xinhua News Agency published an article late at night. The market also reported that regulators are actively communicating with overseas asset management agencies. Obviously, the current strong supervision is limited to the education sector, and no market concerns have spread to private healthcare, medical aesthetics, or alcohol consumption. After the market initially stabilizes, the full release of risk sentiment is still needed

中國基金報Aug 1, 2021 17:30

Today's major bank ratings | Nomura maintains Tencent's “buy” rating, Bank of America is optimistic about Microsoft's Q4 fiscal quarter revenue

Jefferies gave Kuaishou a “buy” rating, lowering the target price to HK$326; Credit Suisse raised Facebook's target price to $480, giving it an “outperform the market” rating.

富途資訊Jul 26, 2021 20:02 · Ratings