Tomorrow, Big A will open its doors to pick up customers, and the market will be closed for 10 consecutive days, which has been holding back for too long! Ai Sharejun's mood at the moment is both excited and apprehensive, if the market opens, I feel that the red envelope is not easy to take; If the market is not open, it will be even more difficult.
During the festival, the peripheral market was warm overall, with U.S. stocks, Hong Kong stocks, and Chinese concept stocks all rising. A-share leeks are also eager to try, ready to take the red envelope after the holiday, and feel that this time it should be stable.
But I never expected that Palestine and Israel suddenly opened fire, nearly 1,000 casualties within 24 hours, and a Hamas leader was eliminated. Today's Israeli stock market also collapsed at the open, and the decline is now widening by more than 7%! I feel that this time it is a little difficult to end.
The world is big, some national markets are bull markets, some national markets are bear markets. Some countries don't even have enough to eat, and life safety cannot be guaranteed... Be bombarded with flesh and blood at any time!
The joys and sorrows of human beings are not connected, cherish the beauty of the moment! Although we always lose money in stock trading, but fortunately, the country is stable, and the stock will return sooner or later. Aistockjun wants to say that those who are worried that Big A will pay for it, enlarge the pattern a little and be more confident.
Tomorrow A shares open, good luck to everyone~ even if you receive a small red envelope!
1. On the eve of the opening of A shares! The great escalation of the Palestinian-Israeli conflict has resulted in nearly 1,000 deaths
According to reports, the new round of Palestinian-Israeli conflict has killed more than 600 Israelis. The Palestinian Gaza Strip health department issued a statement on the same day, saying that the Israeli army's attack on the Gaza Strip has killed 370 people and injured 2,200. Statistics released by Israeli medical authorities that afternoon showed that more than 2,000 Israelis had been injured in the clashes. According to the Jerusalem Post, more than 100 Israeli soldiers and civilians were taken hostage into the Gaza Strip.
Comments: On the eve of the opening of the A-share market, Palestine and Israel actually opened fire, which has killed nearly a thousand people in 24 hours, and Israel declared that the whole country has entered a state of war! Israel's stock market also collapsed at the open today, extending its losses to 7.49%.
The Palestinian side said that its stock exchange will be closed on Sunday and reopened on Monday, and it is estimated that it will also pee at the open!
Originally, this holiday was hard not to fall, but as a result, near the opening of A-shares, the Middle East came again with moths. This time it will not be a big A to pay, then the domestic shareholders are too wronged.
2. Shanghai and Shenzhen Stock Exchange: At this stage, the time is not ripe for A-share T+0 trading
Recently, some self-media said that after the holiday, A-shares will extend the trading time and try T+0 trading on some stocks. The Shanghai Stock Exchange and Shenzhen Stock Exchange said that we have paid attention to the above rumors, and the relevant content is not true.
Comments: The exchange came out to refute the rumors, the A-share T+0 is not mature, and the extension of trading time is also fake. This has little impact on the market, it was originally a small composition, and how many times it has been passed on, the market has long been numb!
Aistock Jun wants to say that whether it is extending the trading time or T+0, it will not be the antidote to A shares! Hong Kong stocks have these systems, and there is no limit on the rise and fall of Hong Kong, but do Hong Kong stocks have liquidity? If you don't save it, it's about to dry up.
Now the top priority of Big A is to get the index up and create a money-making effect! Don't spend too much energy on this kind of "adding bells" to things, headaches and pains, and thankless efforts.
For brokerage stocks, CITIC Securities was taken regulatory talk measures before the holiday, which was negative for the sector. I originally wanted to take advantage of T+0 to hedge down, but now it has failed, and it is estimated that it will fall by inertia tomorrow.
3. Shanghai Stock Exchange: Terminate the IPO review of CP shares Previously, it planned to raise 15 billion yuan
The Shanghai Stock Exchange announced on October 8 that it decided to terminate the review of the initial public offering of CP shares and listing on the main board of the Shanghai stock market due to the submission of withdrawal application documents by the company and the sponsor. The company plans to rush to IPO on the main board of the Shanghai Stock Exchange, and intends to raise 15 billion yuan this time, mainly for the construction of pig industry chain projects and pig breeding projects, and another 4.237 billion yuan to supplement working capital.
Comments: The CP shares of pig farming, which want to raise 15 billion yuan in A-shares, are now terminated by the Shanghai Stock Exchange! This is indeed a good thing, now that the pig industry is so sluggish, why build so many pigsties? This is obviously for money. This news is a boost and good for existing pork listed companies such as Makihara Shares.
In the past few days, the regulator terminated the listing of CP, and the IPO of Zhejiang Guoxiang was also stopped... It shows that it has begun to attach importance to public opinion and take seriously the reconstruction of the stock market ecology. But frozen three feet, not a day of cold, big A needs everyone's encouragement to progress, only retail investors work together, can let more "Zhejiang Guoxiang" appear in the original form.
Aistock Jun wants to say that in order to truly "activate the capital market", the first thing is to change the characteristics of big A circle money. If the listing is to circle money, it is to reduce holdings, what is the difference between this and fraud!
After checking, the number of A-share queuing companies has now increased to 864, and the more they issue, the more queuing there is, which is not available in the world! In any case, the next IPO will definitely continue to slow down, which is positive for the new stock.
4, Huawei M7 sold out! Yu Chengdong: It's really not easy to come back from the dead
Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solutions, talked about the sales of the new M7 in the circle of friends. He said that the new M7 reached 7,000 units on October 6, 3,500 units on October 5, and more than 10,000 units in two days. Since the release of the new M7 on September 12, the first sales have exceeded 50,000 units. "It's not easy to come back to life!" Yu Chengdong said.
Comments: The most blown during the holiday is still the Huawei concept. Huawei's M7 sales exploded, with a total of more than 50,000 units in 25 days of listing; In addition, Huawei mobile phones topped the domestic mobile phone sales champion in September!
Huawei officials also announced that the 318 Sichuan-Tibet Line online all-liquid cooling supercharging station will charge the vehicle for one kilometer in one second. Although this is not a fresh black technology, it is more fermented.
Now many Huawei concepts have already thought of rising and stopping. For example, Cialis, with a market value of more than 80 billion, may directly open a word board tomorrow! But it is not recommended to chase, the theme that is expected to be too consistent may be smashed after opening high.
But overall, Huawei chain will still be one of the main lines, in addition to Huawei mobile phones, cars, Huawei liquid-cooled super fast charging concept, other computing power chain, robots, star flash, Hongmeng and other branches, there are also opportunities to rotate!
5. The consumption of the National Day Mid-Autumn Festival is not as expected
According to the data center of the Ministry of Culture, Culture and Tourism, during the Mid-Autumn Festival and National Day holidays in 2023, the number of domestic tourism trips nationwide will be 826 million, an increase of 4.1% compared with 2019 on a comparable basis. Domestic tourism revenue reached RMB753.43 billion, an increase of 1.5% over 2019 on a comparable basis.
Comments: This holiday consumption is mixed, worried that the passenger flow is weaker than expected, but the per capita consumption is 912 yuan (the previous forecast was 873 yuan), better than expected, and more than 2019, the highest since the epidemic!
However, due to the longer holiday, the overall consumption performance is mediocre, especially the high-frequency data such as movies, duty-free, cosmetics, and real estate sales, most of which are mediocre or less than expected, indicating that consumption has not fully recovered.
But compared with the flat and non-consumption of media propaganda, this singing can rest. The next consumption direction should be differentiated, considering that many consumer leaders have fallen very much, there will be opportunities for repair in the fourth quarter.
6. New diet pills are popular in the United States! McDonald's and Coca-Cola shares tumbled Even Wal-Mart was a little panicked
The popularity of new diet pills by Novo Nordisk and Eli Lilly in the United States has begun to impact the traditional food and beverage industry. On Thursday, Coca-Cola and PepsiCo, the two largest beverage giants in the United States, plunged 4.83% and 5.22%, respectively. Earlier, an executive of the US supermarket giant Walmart warned that consumers who are taking GLP-1 receptor agonists such as Ozempic and Wegovy have reduced shopping demand, and such new diet pills may cause major changes in the US food industry.
Comments: The concept of diet pills that are hot before the holiday, a big plus and a big negative for the holiday. The latest research results of the Canadian research team said that GLP-1 diet drugs increase the risk of pancreatitis by 900%.
The good news is that Musk continues to stand for diet pills, believing that the health risks caused by obesity must exceed the risks brought by diet pills! And because diet pills are mainly anorexia, the stock prices of food giants such as Coca-Cola, Pepsi, and Wal-Mart have plummeted!
For Big A, pre-holiday diet pills rose too much, and short-term popularity was also grabbed by Huawei cars. There is a high probability of pullback tomorrow; But a few days of pullback can pay attention to low-absorption opportunities, this direction of the hype is not over, there will be two waves.
7. Zhejiang Guoxiang IPO emergency suspension Shanghai Stock Exchange: Special verification will be carried out
On the evening of October 7, Zhejiang Guoxiang issued an announcement that due to relevant media reports, in order to effectively protect the interests of investors, the issuer and the lead underwriter decided to suspend the follow-up issuance work and continue the issuance work after the relevant matters were verified and clarified. In addition, the SSE said it would carry out a special inspection of Zhejiang Guoxiang.
Comments: Zhejiang Guoxiang was called Guoxiang shares in 2009, and was *ST due to poor management, and then sold the shell to Huaxia Happiness. 14 years later, I didn't expect the original team to make a comeback to go public, the business remained unchanged, and the high valuation was issued. Is it not enough to cut leeks once, and want to do it again?
Such a mediocre qualification and leakage of beauty, Gree and other air conditioning faucets.
Since the regulator wants to carry out special verification, then dig deep into the interest chain behind Zhejiang Guoxiang, whether there is any illegal business, is it illegal operation! Give investors an explanation.
Seriously, if you really do a good job from the source, put an end to those garbage companies that come to the market to "cheat money", increase delisting efforts, and introduce more good companies! We still have hope for big A, not to mention "active market", slow bulls can be expected.
Holiday Kan City:
I saw a report today that the uglier the fund manager, the better the performance. There is no advantage in appearance, compared with the fund manager with the peak value, the annual return rate is more than 2%, which is very metaphysical!
In this way, what male god and goddess fund manager that was publicized by so many public offerings before is the reason why you lose money. For example, Goddess Ge, Manager Cai, etc., now people still pat their asses and leave, leaving the quilted Jimin with a confused look.
In fact, I love stock jun very much to know whether making money by speculating in stocks is inversely proportional to appearance, otherwise how I always lose money, I really can't figure it out, I can only be a little handsome.
There is a lot of news about this long holiday, so I won't talk about them one by one. I myself am still more optimistic about the fourth quarter, Big A has one or two waves of eating market every year, and it rose a wave at the beginning of this year, and the remaining wave of meat eating market is likely to be in the fourth quarter. If the institution does not make any more money, the people will run out.
In terms of subject matter, Xu Pi was caught dragging down bank stocks, international oil and gold prices dragged down oil and nonferrous metals, and consumption data dragged down tourism stocks and film and television stocks. However, Huawei's liquid-cooled fast charging and new M7 are expected to stimulate concepts such as Huawei, new energy vehicles, and intelligent driving. In addition, the Belt and Road sector is expected to have a summit in October, which can also be paid due attention.
There is also the military industry of the Palestinian-Israeli conflict, drones, missiles, etc. IPO suspended sub-IPOs, diet pills, partial recovery themes, etc., can be observed!
Tomorrow is the first trading day of October, which is later than usual. But the fourth quarter of the market will only be late, will not be absent, especially to participate in the theme, at the end of each year there are monster stocks, this year the supervision is still very loose, you know.