What happened? The Nasdaq futures suddenly plummeted in a straight line! The Asia Pacific market is experiencing a collective decline!
bmxphg274
发表于 2024-9-6 20:00:12
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Today, A-shares surged and fell back, with the Shanghai Composite Index briefly hitting above 2800 points at the beginning of the trading session. However, it encountered obstacles and fell unilaterally, hitting a new low in seven months. The Shanghai 50, Shanghai 300, Sci Tech 50 and other stock indexes also hit a new low in their respective stages. More than 4500 stocks in the two markets fell, with a transaction volume of 544.8 billion yuan.
In terms of the Asia Pacific market, relevant stock indexes in Japan and South Korea have also fallen one after another.
In addition, Nasdaq 100 index futures also experienced a sharp drop. On the news front, the non farm payroll figures for August in the United States will be announced tonight. The non farm payroll data for July was significantly lower than expected.
On the A-share market, sectors such as public transportation, securities, banking, and automotive dismantling were relatively active, while sectors such as BC batteries, copper cable high-speed connections, foldable screens, and storage chips experienced the highest decline.
According to real-time monitoring data from Wind, both the automotive and non bank financial sectors have received net inflows of over 2 billion yuan, while banks, commercial retail, transportation, machinery and equipment have also received net inflows of over 100 million yuan. Main funds such as pharmaceuticals, pharmaceuticals, food and beverages, computers, and real estate have a net outflow of over 100 million yuan.
Looking ahead to the future, Guotai Junan pointed out that in a low-risk preference environment, cash flow is the pricing anchor for industry comparisons. We attach great importance to opportunities for improving cash flow growth and expanding our holdings in less crowded sectors, such as insurance, petrochemicals, chemicals, batteries, rail transit, education, and leisure food. We will continue to hold onto high-quality profit growth sectors on both ends of the barbell strategy, such as semiconductors, shipbuilding, automotive parts, innovative drugs, precious metals, electricity, and highways.
Dongwu Securities believes that as we enter September, on the one hand, the mid year performance will land, and the risk of performance uncertainty will be released in stages. On the other hand, the window for interest rate cuts in the United States is about to open, and global capital rebalancing will help to repair the valuation of growth direction. At the same time, strong industrial trend branches such as AI terminals and low altitude economy will face intensive event catalysis in September, and the A-share growth sector will enter a positive layout point.
In terms of hot topics, the concept of public transportation continues to soar under the impetus of the wave of autonomous driving, with sector indices jumping short and opening high, soaring nearly 8% during trading. Public transportation opened with a single line limit up, reaching a new high in nearly 9 years since November 2015 (with resumption of trading). Jinjiang Online also quickly hit the limit up after opening, with Shentong Metro and Jiangxi Changyun leading the way in gains.
CCID Data predicts that the incremental value of the vehicle road cloud integration industry will reach 729.5 billion yuan by 2025, with an average annual compound growth rate of 28.8% from 2025 to 2030. The market growth will mainly focus on six areas: automotive intelligent driving hardware and software, intelligent cockpit hardware and software, in vehicle application software, in vehicle communication units, vehicle terminal products, and innovative application services.
Everbright Securities stated that the commercialization of autonomous passenger transportation services has been put on the agenda. Shanghai taxi companies such as Volkswagen Taxi and Jinjiang Taxi have carried out demonstration and operation activities of intelligent networked unmanned taxis with relevant partners. As the scope of autonomous driving passenger transportation business gradually expands from first tier cities to the whole country, taxi companies are expected to cooperate with autonomous driving technology companies to open up new tracks.
The news of the merger of Guotai Junan and Haitong Securities not only stimulates the strength of securities firms, but also stimulates the imagination of the concept of state-owned enterprise reform. Today, several state-owned enterprise concept stocks such as Hainan Haiyao and Lansheng Co., Ltd. opened with a limit up, while Changchun Yidong and Power New Technology also rose vertically during the trading session, with a strong limit up.
Galaxy Securities stated that compared to the overall A-share market, state-owned enterprises have the characteristics of strong profitability, lower valuations, and higher dividend yields, highlighting their medium - and long-term investment value. Theme investment opportunities, combined with the spirit of the Third Plenary Session of the 20th Central Committee and the new round of central state-owned enterprise reform measures, are expected to gradually increase the investment value of central state-owned enterprises in the fields of national security, infrastructure construction, and scientific and technological innovation.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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