In November, non -agricultural data suppression of interest rate reduction expectations; at the next week’s interest rate meeting, nearly 100 % in the market has determined to maintain the federal fund interest rate unchanged
The United States announced in November that the number of non -agricultural employment positions increased to 199,000, with a slight expected 183,000 and 150,000 last month.During the month, the number of unemployed people fell from 6.5 million last month to 6.291 million, driving the unemployment rate to fall to 3.7%, lower than expected and 3.9%last month.Employment data is slightly expected, reflecting that the labor market is strong.
In November, the number of private employment of ADP, known as small non -farm, increased by 103,000, less than 130,000 and 106,000 last month.Employment data once again reflects that the labor market is gradually cooling.Another announcement of Jolts’ position in October fell to 8.733 million, far lower than expected 9.3 million, and 9.35 million after the revision of last menstrual menstruation.It is the lowest since the beginning of 2021, and the data reflects the continuous cooling of the labor market.
In addition, the US Supply Management Association ISM announced that the PMI of the service industry procurement manager in November was 52.7, higher than expected 52, and last month 51.8.Data show that the service industry is still maintaining the level of expansion.In October, the durable products order fell 5.4%monthly after revising, in line with expectations and last month.In the same month, the factory orders also fell by 3.6%month -on -month, and the decline fell by 2.6%, and rose 2.3%last month.It was the largest single month since April 2020.It is mainly affected by the significant reduction of the demand for durable goods and transportation equipment.
During the United States, the employment data of a number of labor markets were announced, and the overall was soft.It also reflects that the extremely powerful labor data in the early stage is beginning to cool down.First of all, the inflation can continue to continue, and it can even reach the Fed’s target 2%in a short period of time.At a interest -bearing meeting next week, nearly 100 % in the market has determined that the interest rate of the federal fund is unchanged.At this moment, investors are even more expected to reduce interest rates next year, and I believe that it can be reduced in the first quarter.
In the recent stock positions in the mainland stock, private equity funds have seen stop falling back
The domestic Central Huijin entered the A -share market earlier and increased its holdings of individual banks.Last Friday, the Indian State SASAC’s newly entered the market to support A shares.However, it seems that it does not seem to be enthusiastic about the ETF of the Technology Index Fund ETF.Although the stock markets in China and Hong Kong have rebounded, the result is still a downward closing market.
Mainland stock private equity funds have seen the rise in the recent stock positions.At the end of November, the amount of stock holding in private equity funds was about 78.8%.Compared with last week, it has been increased by 0.28 percentage points.At the same time, the case is reduced for 4 consecutive weeks.It reflects that private equity funds have gradually seen their confidence in recently, and also increased special stocks according to different proportion.Nearly 50 % of the funds are holding heavy positions, that is, the shareholding ratio accounts for nearly 80 % or more in the fund.And more than 30 % of the funds hold about about half of the stock.It also reflects that whether it is a large and medium -sized stock private equity fund, it has gradually increased its positions.
In the first three quarters of the year, the Social Security Fund held 66 combinations in the A -share market, with a scale of more than 400 billion yuan to 414 billion yuan.There are more than 600 stocks in the portfolio.There are still many different combinations, with a market value of over RMB 100 million.At present, the largest shareholding scale is the National Social Security Fund Council, with nine blue chips totaling a total of 221.5 billion yuan.
After FINI, the latest new shares subscribed platform launched by the Hong Kong Stock Exchange, the first new shares were finally listed successfully a few days ago
FINI, which was developed by the Hong Kong Stock Exchange and the settlement process developed by the Hong Kong Stock Exchange, was used by 3 listed companies for the first time and was listed this week.Including (2483) K Cash Group, it mainly operates unparalleled loan business in Hong Kong, with a stock price of 1.80 yuan, but it is rampant below.(2521) Shenghui Cleaning is a supplier that provides cleaning and maintenance services in China.The market price is 0.32 yuan, wandering below.Finally, (9663) Guohong Hydrogen Energy, it is a hydrogen fuel cell in the Mainland to develop, develop and produce hydrogen fuel cells.The market price was 19.66 yuan, and it was 14.40 yuan low.Companies with the largest stock price decline.
After FINI, the latest new shares subscribed platform launched by the Hong Kong Stock Exchange, the first new shares have been successfully listed a few days ago.Different institutions or brokers are exploring and adapting to the operation on the platform.However, when the results were announced, the original morning was delayed to the evening, and after closing the market in the dark disk.How many investors have not allowed investors to demand in the market.Relevant agencies are also studying how to improve or find more optimized solutions.Lucknow Investment
In the third quarter to enter the fourth quarter during the year, the subscription of new shares of Hong Kong stocks has gradually become lively. Since November, 11 companies have successfully listed.But performance developed individually.From the beginning of the year, a total of 59 companies were subscribed for new shares, with a total funding total of 31.8 billion yuan.However, there were 86 listed on the market in the same period last year, and the total fundraising of more than 88.1 billion yuan was still very different.The maximum fund -raising scale (6979) Zhenjiu Li Du, who has been less than 4 billion yuan (1519), has been handling.In addition, more than more than a Baijia enterprise is in the application of different procedures, and it is expected to be listed in order in January next year.
Focus this week 361 Du International Co., Ltd.Agra Wealth Management
The Group’s main business is to develop, design, manufacture, and distribute comprehensive sports clothing in China.At the same time, engaging in brand management in China and the world is a leading sports apparel company in the Mainland, and uses its own brand 361 degrees to sell products.The Group successfully listed on the Hong Kong Stock Exchange in June 2009.
As of June 30, 2023, the semi -annual performance was RMB 4.311 billion, an increase of 18%.Shareholders accounted for earnings of 27.7%to RMB 703 million.During the period, the overall gross profit margin increased slightly by 0.2 percentage points to 41.7%.Under the guidance of "more love" brand spirit, 361 degrees movement actively practiced love culture.And this to promote the development of social economy, and sports and other social undertakings.Products include sports shoes, clothing and related accessories.The group also sponsored multiple large -scale, as well as international sports games, Olympic Games and the Olympic Committee.It is also the first large -scale brand that sponsored the Olympic sporting products.It has also become a sports team in many countries, as well as the equipment of some professional teams.Including Belarus, Croatia, South Africa and Greece.At the same time, the sports equipment of children’s clothing is also provided.In the international market, we are committed to research and development of product technology, scientific and technological content, functions and quality.The three -layer structural patent of the "fast power effect" system created the "fast power effect" system.Launched the new high -end running shoes Sensation.The group currently uses a model of first -level exclusive dealers and second -level authorized retailers to operate distribution business.There are more than 6,000 retail stores in China and the world.Products cover more than 20 countries around the world.
The Group’s expected future sports industry will still maintain a stable growth, and it also said that the group is still full of business opportunities.Continue to focus on consumer needs, and then promote the brand spirit.Ensure the pace of active development and keep the company’s business, supply chain, and partners continuously improve.It can be absorbed near the current price of 3.42 yuan, and the medium and long line can be seen by 4.90 yuan, falling below 2.70 yuan to stop erosion.
Nvidia and META executives reduced their holdings, all over 180 million US dollars
The virtual currency Bitcoin in the US financial market exceeded the $ 40,000 mark during the week, and it also saw 44,408.66 US dollars, and it was a high level in recent years in April 2022.From the beginning of the year, the accumulation has increased more than double.The main reason is that the market is expected to start at interest at next year.As a result, capital flows into Bitcoin early.At the same time, the market has also focused on a number of large securities firms. When waiting for the approval of the US Securities Regulatory Commission, the Bitcoin Exchange Trading Fund ETF can be launched.I believe that more funds can be attracted into Bitcoin ETF.
There are two large -scale technology companies in the Naqi Index. It is an artificial intelligence AI chip manufacturer Nvidia NVIDIA’s stock price rose more than twice the year and Meta, which has exceeded half of the platform advertising market, has risen by more than 1.7 times.The social media platform Facebook and Instagram, together with Google in the past 10 years, the market share of advertising on the platform has not been less than 50 %.The significant increase in the two stocks has caused the members of the management to reduce their holdings.Nvidia Directors and senior management have sold more than 370,000 shares last month, with a total cash of as high as 180 million US dollars, the largest scale in the past 6 years.Since November, the chief executive officer of Meta has sold 28,009 shares per trading day, with a cumulative sales of more than 600,000 shares, and also cash out $ 180 million.For the first time in the past two years, the shares have been reduced.
During the United States, the employment data of a number of labor markets were announced, and the overall was soft.It also reflects that the extremely powerful labor data in the early stage is beginning to cool down.First of all, the inflation can continue to continue, and it can even reach the Fed’s target 2%in a short period of time.At a interest -bearing meeting next week, nearly 100 % in the market has determined that the interest rate of the federal fund is unchanged.At this moment, investors are even more expected to reduce interest rates next year, and I believe that it can be reduced in the first quarter.
International rating agency Moody
The international rating Moody’s Moody’s lowered domestic rating was lowered from the prospects to negative.But still maintain A1 rating.Because of this news, it dragged down A shares in the week.However, the weakness of the A -share market did not begin yesterdayBangalore Investment. Since the second half of the year, the capital of Beishui has continued to flow out. Although there is a net purchase in the room, the strength is slight.In the past 4 months, the cumulative net outflow exceeded 180 billion yuan.It is estimated that the growth of the real economy is steadily upward, and it can attract foreign capital to return.
The Ministry of Finance issued a notice that the National Social Security Fund’s domestic investment management measures.The content is mainly to add corporate bonds, non -financial corporate debt financing instruments, and pension products on the original investment products or tools.The largest investment ratio of current stocks and equity assets can be increased to 40%and 30%.The flexibility of fund investment can be further improved, and the sustainable development of the capital market can be directly supported.According to the development of the financial market, it can appropriately increase the hedging tools, including stock index futures, Treasury futures, and relevant related derivative tools such as stock index options.In the end, social security funds are required to be carefully selected, selected, and safe primary as the goal.
Many domestic funds or private equity funds have stated that in 2023, the stock and bond markets have seen sharp fluctuations, and they are mainly based on real estate and economy problems.Ready to enter 2024, the stock price or bond prices are close to the historical low.The economic growth in the coming year will be recovered steadily, and it is more likely to increase significantly.Therefore, you can create a lot of good investment opportunities.Enterprises can make a strong profit growth because the economy is good, and the stock price is more orientated.In the sector, technology stocks and electric vehicle stocks are still the first choice.Others include retail sales and medical health.
The HSI is closer to the historical low, and the price -earnings ratio is less than 10 times. It is a low level in the past 10 years. You can buy a wealthy fund.
The Hang Seng Index has fallen within 3 days, and the cumulative decline has exceeded 715 points, and the waves are lower than one wave, and it continues to reach a new low, which is more lacking.Investors’ extreme pessimistic emotions are reflected in the market.Waiting in the market is waiting for any good news to be introduced, which can support the stock market stabilization.Mainland governments or regulators continue to improve and optimize policies and measures.However, the market’s confidence has not been restored. It is estimated that it will still maintain such weakness in the short term. It is only hope that it can keep the 16000 mark.
The continued weakness of Hong Kong stocks in recent months has made investors quite worried about the prospects of the HSI.However, some experts said that Hong Kong has the reputation of the international financial center.It is currently attracting investors from all over the world to Hong Kong, including Saudi Arabia with strong funds.Earlier (2830), which was listed on the Hong Kong Stock Exchange (2830), is the most confirmed by the Saudi Saudi Arabia Exchange Saudi Arabia Stock Exchange.The recent domestic economic data has reflected that the local economy has gradually stabilized.Local governments have increased optimization measures or policies to drive the A -share market well.Hong Kong stocks’ own investors continue to pursue.
Only one day rebounded within the Hang Seng Index week.However, the rise has been reimbursed in the next day, and it also reached a new low of 16157 during the year.A total of 17.4%fell throughout the year, manifested as the worst in the global stock market.A few days ago, the weighted average index of Taiwan has exceeded 17,000, which is more than the Hang Seng Index.The Indian stock market has been well -made, which drives the total market value of the stock in the exchange to exceed 3.9 trillion US dollars, and gradually approach the total market value of the Hong Kong Stock Exchange of more than 4 trillion US dollars.However, the current HSI’s valuation is low, closer to the historical low, and the price -earnings ratio is less than 10 times.It is a low level in the past 10 years.At this moment, all aspects are relatively attractive.It can follow domestic investors to buy (2800) Yingfu Fund, and short -term investment is suitable.
Louis: Senior stock, futures and asset management licenses of Huasheng Capital Securities, registered personnel registered by the Securities Regulatory Commission; for more than 38 years in the securities, futures and asset management industries, it has been written in Hong Kong Economic Connect for 18 years;Fund and retirement funds have about 12%of the return on investment.
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