Hot News:
1. The CSRC solicited public opinions on the Provisions on Strengthening the Management of Confidentiality and Archives Related to the Issuance of Securities and Listing by Domestic Enterprises Abroad
Personal opinion: The embarrassing situation of Chinese stocks after the DIDI incident, the US regulatory side has also continued to make difficulties, stipulating that at least the attitude of the domestic company must be seen, and from the holiday period, the strong market of Chinese stocks is more recognized.
2. Quzhou became the first city in China to cancel the purchase restriction and sale restriction
Personal opinion: Contrary to the performance of real estate companies, the recent real estate policy is constantly relaxed, and the stock price is not only the performance of past performance or a comprehensive embodiment of future expectations, which is why the performance of the real estate sector is not good but can not stand the stock price rise, because the recent expectations are constantly improving, unless falsified at some point in the future.
3. China's Caixin manufacturing PMI in March was 48.1, down 2.3 percentage points month-on-month, falling back into the contraction range again, recording the lowest value since March 2020.
Personal opinion: poor manufacturing data, coupled with this year's economic growth expectations (5.5%), which is also one of the reasons why the market has been expecting the central mother to release water again recently, and even before the holiday, foreign investors continue to grab orders to buy.
4. This week, the central bank's open market will have 610 billion yuan of reverse repurchase due, of which 450 billion yuan is due on Wednesday, 150 billion yuan is due on Thursday, and 10 billion yuan is due on Friday.
Personal opinion: This week, from the public reverse repurchase expiration to see the shortage of funds, to see whether the central mother has moved, especially before the market expected to release water when it is more important.
Global Markets:
Last week, the Dow fell 0.12%, the S&P 500 rose 0.06%, and the NASDAQ rose 0.65%. The three major U.S. stock indexes closed up collectively on Monday, with the Dow up 0.3% at 34,921.88 points, the S&P 500 up 0.81 percent at 4,582.64 points and the NASDAQ up 1.9 percent at 14,532.55 points.
Personal opinion: The U.S. stock market last week maintained a shock upwards, it seems that last week A shares were stronger than the U.S. stocks, but considering that the U.S. stocks have rebounded a lot before, A shares or bottom shocks, once the U.S. stocks appear to adjust Whether A shares will follow is not easy to say.
Last week, LME copper rose 0.02%, LME zinc rose 6.5%, LME nickel fell 4.2%, LME aluminum fell 4.58%, LME tin rose 4.08%, and LME lead rose 2.57%. The U.S. oil contract fell 12.71 percent in May and the cloth oil contract fell 10.75 percent in June, the biggest weekly drop in nearly two years.
Personal opinion: Last week, the nonferrous rose and fell by half, and the market was more differentiated. Oil prices have also seen a sharp correction, mainly because of changes in the situation in Russia and Ukraine.
3. Fed Daley said the possibility of a 50 basis point rate hike in May has increased and is more confident that taking these early adjustments will be appropriate.
Personal opinion: March was expected to raise interest rates by 50 basis points, but due to the situation in Russia and Ukraine, the actual rate hike was only 25 basis points, so will there be any change in May? It is worth noting that if it exceeds expectations, it is not ruled out that the market will continue to have wide range fluctuations.
Stock Market Information:
1. Northbound funds bought a net purchase of 4.421 billion yuan on Friday and a cumulative net purchase of 22.902 billion yuan last week.
Personal opinion: Domestic investment not only did not outflow last week because of the holiday factor, but there was a feeling of rushing to buy, in addition to the reason that the overall outflow in March reached 40 billion, but also because of the expected improvement in the second quarter of A shares.
2. On Monday, the Hong Kong stock market rose gratifyingly, with technology stocks and real estate stocks rising sharply. Hong Kong's Hang Seng Index closed up 2.10% at 22,502.31 points, the Hang Seng Technology Index surged 5.43% and the Hang Seng State-Owned Enterprises Index rose 3.10%.
Personal opinion: Hong Kong stocks rose sharply on Monday, which is easy to help the opening of A-shares on Wednesday.
The above news comes from Oriental Fortune Network, Brokerage China and WIND, etc., and add their own interpretation. The continuous expansion of information channels has led to a decline in the cost of obtaining information, but how to analyze this information is the key, and the daily pre-market interpretation is the interpretation of various information in the market, so as to deepen their understanding of the market and enhance market sensitivity.
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