1. A-share sudden! Foreign giants take action! How to go in the future?
Foreign giants suddenly moved, the latest news shows that the international asset management giant Ashmore is reducing its position in Indian stocks and listing China as the first choice for its emerging market fund, Edward Evans, a portfolio manager of emerging markets equities in London, said that the fund allocated 26% of its emerging market equity fund to China, while cutting India's proportion to 12%, this kind of news can be seen, don't take it seriously, foreign investors themselves do not know that they have increased their holdings of A shares, and it does not affect the weakness of A shares.
Second, the main force of foreign capital smashed the market again! On Thursday, foreign investors sold these plates of A shares!
On Thursday, foreign capital (northbound funds) had an outflow of 5.285 billion today, and the net outflow of main funds was 13.292 billion, domestic and foreign capital smashed together, and it was normal for A-shares to dive today, and it was good to have a big fall. Foreign investors sold China CITIC Bank, Zhongji Innolight, and Agricultural Bank of China today, and received a net sale of 376 million yuan, 209 million yuan, and 188 million yuan respectively. Kweichow Moutai had the largest net purchase, with an amount of 420 million yuan, which means that foreign capital bought the liquor sector today and sold the communication sector and the banking sector.
3. Witness history again! A new high in many shares in the banking sector!
The new high of the banking sector is useless, but the index rises to pull the market, which does not help the fund, the fund still falls, and only when the gem rises, the fund has a money-making effect.
Fourth, the Ministry of Industry and Information Technology: accelerate the layout of the industrial chain of low-altitude economic development around the innovation chain Accelerate the research and model innovation of low-altitude intelligent connection technology
Recently, the low-altitude economy has been performing well, mainly because of policy support, but it is also a short-term market.
Fifth, the Federal Reserve is ready to "one eagle to the end"? Mester: There is no hurry to cut interest rates, and we must be confident enough!
Recently, the Federal Reserve has not begun to change its hexagram again and said that it is not in a hurry to cut interest rates, and now the interest rate cut in June is basically no play, and the dollar index has risen sharply, which is a negative impact on gold and the United States, and the strong dollar is also making the currencies of Asian countries including Japan and South Korea are experiencing huge depreciation pressure. Among them, the USD/KRW briefly rose to a key integer level of 1400, hitting a new high since October 2022, and the USDJPY briefly touched 154.78, hitting a new high since 1990 for the fourth consecutive session. At the same time, the currencies of Asian countries such as the Indian rupee, Indonesian rupiah, Vietnamese dong, and Philippine peso are also suffering from a new round of selling.
6. The rise and fall of the top three stock indexes of Vietnam's stock market/Hong Kong-based/US-based futures/international crude oil
Vietnam's stock market is closed today
International gold rose 0.62% today
International crude oil fell 0.70% today
HKKY closed up 0.61% today
The Hang Seng Tech Index closed up 0.54% today
All three major stock indexes rose in the first session of U.S. stock futures
FTSE China A50 Index down 0.16%
The fund lost 2,700 yuan tonight