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[Looking at the data] NASDAQ ETF turnover surged month-on-month, institutions joined hands to copy Guosheng Financial Holdings
① The turnover of many NASDA-related ETFs surged month-on-month. Among them, NASDAQ Technology ETF (159509) surged 446% month-on-month. ② Guosheng Financial Holdings, which plummeted, was bought by two institutions for nearly 30 million yuan, and more than 30 million from Cathay Pacific Junan Sanya Yingbin Road Sales Department.
Five executives left office on the same day. The actual controller was once restricted the development of this public offering, and no products were released for seven consecutive years
① Five executives of Jiangxin Fund left office on the same day. Among the four vice presidents, some responsible for fixed income business, as well as special account and institutional business; ② As a chess game of Guosheng Securities and Guosheng Financial Holdings, its development was clearly influenced and constrained by controlling shareholders; ③ It is worth noting that since August 2017, Jiangxin Fund has not released any new products.
At the same time, Beijing and Shanghai proposed actions to deepen the reform and upgrading of state-owned enterprises, which is expected to catalyze sector valuation repair
CICC believes that the State Assets Administration Commission's research on incorporating market value management into performance assessments is expected to implement the operational quality improvement of central state-owned enterprises under the “one profit and five rate” framework to the performance of the capital market, and guide enterprises to convey confidence and stabilize expectations through market-based methods such as increasing holdings, repurchases, incentives, and increasing dividends, opening up a path of fundamental improvements to corporate valuation increases, and is expected to catalyze sector valuation repair.
Just now, there were major benefits from the periphery! Is the horn of counterattack about to be sounded?
Just now, another big news came from the periphery!
Cinda Securities: New energy sources may have phased opportunities in 2024
① The old circuit (such as new energy), which has overfallen in the short term, may have a quarterly counterattack; ② Liquidity improved at the beginning of the year, and a second reversal attempt is underway, and there may be new reversal strength in March; ③ if the index reverses at the bottom, the small market style may retract or stagnate in stages, and the general market style will tend to be stronger.
The clouds are fading away! Hong Kong A game stocks continue to rebound, institutions: sector valuations are at a historically low level
Currently, after the game sector has undergone major adjustments, the valuation level of major game companies is in a low position, and institutions are generally optimistic about the sector's future development opportunities.
Ping An Securities merged with Fangzheng Securities? China Peace responds to rumors
December 19 is an important day about where Ping An Securities and Fangzheng Securities are going.
Express News | MSCI China Flagship Index adjustment: 19 stocks including Ophelite and Zero Sports Auto included
Express News | The net sale of capital to the north was 4,588 billion yuan today, and the Ningde era had a net sale of 1,117 billion yuan
Will the securities loan be taken back? Brokers say they have not been notified yet, and shareholders of listed companies rarely terminate securities loans early
Securities lending has attracted much attention.
Beishui grabs science and technology network stocks! Tencent added nearly HK$1.2 billion and purchased Meituan over HK$500 million; Nanshui bought Tianqi Lithium for over 700 million yuan
Southbound Capital received net purchases of HK$1,653 million today, CNOOC received a net purchase of HK$353 million, China Construction Bank had the highest net sales volume, amounting to HK$522 million; Northbound Capital made a net purchase of 4,085 million yuan today. China Micro Company and Agricultural Bank received net purchases of 404 million yuan and 301 million yuan respectively.
Beishui sold Ideal Auto for over HK$400 million, and Tencent sold more than HK$500 million; Nanshui sold Kweichow Moutai for more than 500 million yuan
Capital from South China accelerated its inflow into Hong Kong stocks at the end of today, with net purchases of HK$2.105 billion throughout the day; Northbound Capital made net purchases of HK$29 million today. Ningde Shidai, Zhongji Xuchuang, and Yiwei Lithium Energy received net purchases of 1,322 million yuan, 216 million yuan and 211 million yuan respectively.
The summer electricity “big test” is coming! The power sector is rising as scheduled. Institutions: optimistic about the recovery of industry valuations
Affected by high coal prices, the power industry is generally under high operating pressure. Today, “China Special Assessment” investment is in full swing, driving the power sector to rise frequently. Coupled with summer as the peak electricity consumption season approaches, electricity demand in various regions is expected to continue to grow, and the prosperity of the power sector may continue to rise.
CICC's A-shares suddenly rose and stopped, and Hong Kong stocks surged more than 6%. What happened?
The rise in the securities sector was not expected from a bull market, but by “medium specials.”
Beishui sold Tongwei shares of nearly HK$600 million and slightly increased SMIC's holdings by nearly HK$200 million; Nanshui sold Tongwei shares of 600 million yuan
Nanxia Capital made net purchases of Hong Kong stocks of HK$3,062 million today; Meituan-W and Li Ning received net purchases of HK$177 million and HK$175 million respectively; Nanshui sold 7.619 billion yuan today, and Kweichow Moutai and Ping An of China received net sales of 541 million yuan and 539 million yuan respectively.
Beishui bucked the trend and bought SMIC for nearly 800 million Hong Kong dollars and continued to sell Tencent over 300 million Hong Kong dollars; Nanshui sold Longji Green Energy for nearly 800 million yuan
Southbound Capital made net sales of HK$5.149 billion today. Profit Fund, Hang Seng China Enterprises and China Construction Bank received net sales of HK$2,802 billion, HK$2,108 million, and HK$524 million respectively; Northbound Capital made net purchases of $4.691 billion, and Hang Seng Electronics, China Merchants Bank and Gree Electric received net purchases of $455 million, $266 million and $214 million respectively.
Beishui continued to sell Tencent more than HK$300 million and bought more than HK$200 million of Medicom Biotech; Nanshui reduced its holdings of China Unicom by more than 300 million yuan
Southbound Capital made net purchases of HK$2,966 million today. Profit Fund and Hang Seng China received net purchases of HK$1,107 million and HK$406 million respectively; Northbound Capital had net sales of 916 million yuan today, and Beifang Huachuang and Longji Green Energy received net sales of $619 million and $509 million respectively.
Beishui went against the market and bought Anta over HK$900 million and reduced Tencent's holdings by more than HK$400 million; Nanshui sold Kunlun Wanwei over 400 million yuan
Southbound Capital received net purchases of HK$2,259 million today; Meituan-W and Pharmaceutical Biotech received net purchases of HK$158 million and HK$123 million respectively; Northbound Capital made net purchases of $2,264 million today. Huichuan Technology, Ningde Times, and Kweichow Moutai received net purchases of 484 million yuan, 499 million yuan and 356 million yuan respectively.
Beishui continues to drastically increase China Mobile's holdings by more than HK$1 billion and Tencent sells more than HK$700 million; Nanshui buys Ningde Shidai for more than 400 million yuan
Southbound Capital made net purchases of HK$7.427 billion today. Profit Fund and Hang Seng China received net purchases of HK$3.12 billion and HK$1,373 million respectively; Northbound Capital made net purchases of $1,918 million today, while China China Free Bank and Kweichow Moutai received net purchases of $440 million and $271 million respectively.
US stocks closed | Economic concerns intensified, S&P Dow stopped rising four times in a row; AI concept stocks plummeted, C3.ai fell more than 26%
U.S. stocks declined across the board at the beginning of the session. At one point, the Dow index fell by more than 300 points, and small-cap stocks had the worst performance by falling 2%. The NASDAQ and the NASDAQ 100 fell for two consecutive days, further away from more than half a year's high. US President Joe Biden discussed the potential risks of artificial intelligence technology with technology advisors. AI concept stocks fell sharply. A few weeks ago, C3.ai, which was targeted by well-known short selling funds, fell 26%, the biggest decline since listing. Bigbear.ai and SoundHound fell more than 14% and 12%, respectively.