What Dalong wants to say is that he likes it first and then looks at it, and earns one million a month! Good afternoon, readers, A-shares will open tomorrow, the May Day holiday global stock market with A-shares on their backs, A-shares will explode after the holiday?
[Summary and analysis of weekend news]
1. The Hang Seng Index of Hong Kong stocks has risen for nine consecutive days! Officially entered a technical bull market! The longest winning streak since 2018
Hong Kong stocks $ Hang Seng Index $ May Day holiday rose 3.98%
Hong Kong Base Hang Seng Hong Kong Stock Connect New Economy Index rose 5.56% during the May Day holiday
Hong Kong Hang Seng Technology Index rose 7.19% during the May Day holiday
U.S. stocks Nasdaq May Day holiday (April 30-May 3) rose 1.13%
In the past two trading days, without the blessing of southbound funds, the Hong Kong market has still ushered in a surge, with the trading volume exceeding HK$1.1 trillion in the two trading days. In this process, it can be seen that industry leaders such as Tencent, Meituan, SenseTime, and NIO have performed well.
2. The U.S. non-farm payrolls data is upset! The Federal Reserve has cut interest rates again, and the European and American stock markets have risen sharply!
The U.S. non-farm payrolls in April released on Friday night were significantly lower than expected, and the Fed's interest rate cut expectations rose again after the data was released, and the market's latest Fed's first interest rate cut was expected to be advanced from November to September, and the U.S. interest rate futures currently expect the Fed to cut interest rates by 25 basis points twice in 2024, which is expected to be one before the non-farm payrolls announcement.
3. After the two major private placements earned 10 billion yuan, they cleared Moutai, and the public insurance funds came to take over!
Here's the thing, $Kweichow Moutai$ released a quarterly report showing that the private equity Jinhui Rongsheng and Ruifeng Huibang, which had "accompanied" Moutai for more than 5 years, had "cleared" their holdings in the first quarter, but the public funds and insurance funds had increased their positions in Moutai, which was a bit of a pick-up, but the liquor had fallen for 3 years, and there was little room for it to fall, and it would continue to rise slowly in the future.
Fourth, the market continues to recover A number of A-share memory chip companies have increased their performance in the first quarter
The first quarterly report and annual report of insurance capital have been released, and the thunder that should be released has also been completed, and semiconductor artificial intelligence AI can also gradually rise, and it is optimistic about a wave of rise in May.
Fifth, the curtain of mergers and acquisitions of securities companies opened, Guolian Securities + Minsheng Securities hit the first echelon of the industry
Even if the restructuring is successful, that is, a second-rate level, the brokerage sector has fallen for 4 years, and is now at a low level in the past four years, but the brokerage will only break out in the bull market.
【Basic Ideas】
Security:
Computing power, artificial intelligence, AI, computer,
Media Animation Games:
U.s.:
Liquor consumption:
Innovative DrugsPharmaceutical Medical Chinese Medicine:
New energy vehicles/photovoltaics/lithium batteries
Semiconductor:
HKKY/China Concept Stocks/$Hang Seng TECH Index$
Gold:
【Next week's A-share trend view】
This May Day holiday Hong Kong stocks and U.S. stocks all rose sharply, it stands to reason that the A shares on Monday must be a positive impact, Monday A shares are expected to open high, many people are worried about one thing, that is, A shares will not open high and go low after the holiday, Dalong feels that it is a high probability to open high and go low, but don't dwell too much, A shares are now in a low stage as a whole, the adjustment has ended, and a new wave of rise will be opened in May.
Okay, finish the work! It took a total of 3 hours and 28 minutes to write this post, hug the big dragon tightly, and come on together!
There's one thing I'm actually quite shy, I want to ask everyone for a like, but I don't dare....