Overnight, there was a huge change globally. Mountains and r...
Overnight, there was a huge change globally.
Mountains and rivers remain unharmed, family members are safe and healthy, people have faith, and the country has strength!
Today is the second day of the National Day holiday, when the Chinese people are gathered in joy, the world is not peaceful. The Middle East war has escalated today, with Iran joining in: At 00:30 on October 2, Beijing time, according to the Israeli military radio, Iran launched about 200 missiles at Israel. However, Iranian media reported that Iran launched 400 missiles. Iran's Shafaqna news agency stated that Iranian missile attacks destroyed more than 20 Israeli F-35 fighters; Israeli Channel 12 TV reported that the Israeli Defense Forces will launch powerful strikes against targets throughout the Middle East. The situation in the Middle East is turbulent, international oil prices are rising, and precious metals are strengthening.
Another development is the decline in the US stock market, while Chinese concept stocks continue to soar. The performance of the US stock market at the previous close: Nasdaq fell by 1.53%, Dow fell by 0.41%, S&P fell by 0.93%, large technology stocks generally declined, Nvidia fell by over 3%, Apple and Microsoft fell by over 2%; Nasdaq Golden Dragon China Index rose by 5.48%, KE Holdings up by over 17%, Bilibili up by over 14%, Li Auto up by over 11%, pdd holdings up by over 8%, JD.com up by over 7%, Alibaba up by over 6%.
Influenced by the surge in Chinese concept stocks, the Hong Kong stock market opened very strong today, the Hang Seng Tech Index rose by over 5%. The three strongest sectors this morning with a 15% increase in Hong Kong stocks are brokerage, including fintech, leading real estate and medical sectors.
While everyone is traveling and on vacation, watching the surge of Hong Kong stocks, I'll give some sector recommendations to the trend followers on the right for trading. I know some investors are raising capital during the National Day to prepare for entry, but are at a loss about which stocks to buy. Of course, my analysis and recommendations are for reference only. Admittedly, some sectors have risen too fast, and most value investors may feel the 'chilling at the heights', but if you are not in the market during this surge, don't blame me, as I cannot control the market's emotions.
In this bull market, when it comes to investment, the most favorable sector is actually the real estate sector. The reason is that the policies have almost exerted all efforts towards real estate breakthroughs. In a certain sense, the stock market has less bullish policies than the real estate market. Yesterday, Beijing continued to relax property purchase restrictions, triggering a strong market response, as evidenced by the sharp rise in the Hong Kong stock market's real estate sector today.
Mountains and rivers remain unharmed, family members are safe and healthy, people have faith, and the country has strength!
Today is the second day of the National Day holiday, when the Chinese people are gathered in joy, the world is not peaceful. The Middle East war has escalated today, with Iran joining in: At 00:30 on October 2, Beijing time, according to the Israeli military radio, Iran launched about 200 missiles at Israel. However, Iranian media reported that Iran launched 400 missiles. Iran's Shafaqna news agency stated that Iranian missile attacks destroyed more than 20 Israeli F-35 fighters; Israeli Channel 12 TV reported that the Israeli Defense Forces will launch powerful strikes against targets throughout the Middle East. The situation in the Middle East is turbulent, international oil prices are rising, and precious metals are strengthening.
Another development is the decline in the US stock market, while Chinese concept stocks continue to soar. The performance of the US stock market at the previous close: Nasdaq fell by 1.53%, Dow fell by 0.41%, S&P fell by 0.93%, large technology stocks generally declined, Nvidia fell by over 3%, Apple and Microsoft fell by over 2%; Nasdaq Golden Dragon China Index rose by 5.48%, KE Holdings up by over 17%, Bilibili up by over 14%, Li Auto up by over 11%, pdd holdings up by over 8%, JD.com up by over 7%, Alibaba up by over 6%.
Influenced by the surge in Chinese concept stocks, the Hong Kong stock market opened very strong today, the Hang Seng Tech Index rose by over 5%. The three strongest sectors this morning with a 15% increase in Hong Kong stocks are brokerage, including fintech, leading real estate and medical sectors.
While everyone is traveling and on vacation, watching the surge of Hong Kong stocks, I'll give some sector recommendations to the trend followers on the right for trading. I know some investors are raising capital during the National Day to prepare for entry, but are at a loss about which stocks to buy. Of course, my analysis and recommendations are for reference only. Admittedly, some sectors have risen too fast, and most value investors may feel the 'chilling at the heights', but if you are not in the market during this surge, don't blame me, as I cannot control the market's emotions.
In this bull market, when it comes to investment, the most favorable sector is actually the real estate sector. The reason is that the policies have almost exerted all efforts towards real estate breakthroughs. In a certain sense, the stock market has less bullish policies than the real estate market. Yesterday, Beijing continued to relax property purchase restrictions, triggering a strong market response, as evidenced by the sharp rise in the Hong Kong stock market's real estate sector today.
Interest rate cuts, reserve requirement ratio cuts, down payments reductions, white list lending, comprehensive removal of purchase restrictions, and so on. With the same amount of money, one used to buy one property, now one can buy two properties, and perhaps even the interest on loans could be the same as when buying one property in the past.
We say that the real estate market is indeed influenced by population factors, but it also benefits from: urbanization, wealth effects brought about by stock market gains, and comprehensive financial credit support.
Some people may wonder if there will be side effects? There might be, but considering side effects is not timely now. The reason is that if the real estate market in our country does not turn around, many things could be challenging. Such as local government revenue and expenditure issues, the heavy reliance of the financial industry on real estate mortgages, and the employment issues related to the construction and building materials industries. Therefore, it can be seen that the bold actions to stimulate the real estate market by the leadership require courage.
The reason why I used to be bearish on the real estate market in the past is because I never expected the government to have such determination and courage in reviving the real estate market.
Therefore, the real estate industry will definitely see a significant improvement in the future. The pace of improvement may be slower than the stock market, but as we are still in the 'Golden September, Silver October', I believe that many real estate indicators will significantly improve in October.
Well, actually we are not concerned about the property market, but rather deducing the stock market's real estate sector from the state of the property market. We believe that in the past few years, real estate companies that are still on the white list of the real estate market have experienced a turnaround from their predicament. Of course, I also believe that the future prosperity of the property market should focus on Beijing, Shanghai, Guangzhou, and Shenzhen. Some real estate projects of property developers are in the central and western regions, while some are in the eastern regions. Of course, property companies leaning towards the eastern regions have a better future. Excessive property projects in cities below the third line in the central and western regions may burden the performance of property companies.
The reason why I used to be bearish on the real estate market in the past is because I never expected the government to have such determination and courage in reviving the real estate market.
Therefore, the real estate industry will definitely see a significant improvement in the future. The pace of improvement may be slower than the stock market, but as we are still in the 'Golden September, Silver October', I believe that many real estate indicators will significantly improve in October.
Well, actually we are not concerned about the property market, but rather deducing the stock market's real estate sector from the state of the property market. We believe that in the past few years, real estate companies that are still on the white list of the real estate market have experienced a turnaround from their predicament. Of course, I also believe that the future prosperity of the property market should focus on Beijing, Shanghai, Guangzhou, and Shenzhen. Some real estate projects of property developers are in the central and western regions, while some are in the eastern regions. Of course, property companies leaning towards the eastern regions have a better future. Excessive property projects in cities below the third line in the central and western regions may burden the performance of property companies.
Therefore, for real estate sector investments, the following strategies are suggested: firstly, focus on leading real estate companies like Vanke Group. Secondly, invest in regional real estate companies. It's not appropriate to name specific companies here, as the income breakdown of real estate companies is in their mid-year and annual reports, where companies with higher revenue shares in East China and South China regions tend to perform better. Thirdly, consider real estate intermediary service companies.
In the future real estate market, it is not enough to rely solely on property sales, but also on operation, such as long-term rental properties, such as property intermediary services (website platforms).
In conclusion, the real estate market will undergo significant changes, with the driving factors of these changes similar to those of the stock market, just at a slower pace. Throughout global economic history, the prosperity of the real estate market and the stock market tend to be synchronized, without any "lame" situations. Amid a turnaround from difficulties, the real estate sector is currently the most sought-after. Of course, as stock prices rise, investments in real estate stocks should gradually transition from being broad to becoming more refined. $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Alibaba (BABA.US)$
In the future real estate market, it is not enough to rely solely on property sales, but also on operation, such as long-term rental properties, such as property intermediary services (website platforms).
In conclusion, the real estate market will undergo significant changes, with the driving factors of these changes similar to those of the stock market, just at a slower pace. Throughout global economic history, the prosperity of the real estate market and the stock market tend to be synchronized, without any "lame" situations. Amid a turnaround from difficulties, the real estate sector is currently the most sought-after. Of course, as stock prices rise, investments in real estate stocks should gradually transition from being broad to becoming more refined. $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Alibaba (BABA.US)$
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沸石锅豆腐 : Stocks in Hong Kong and China are very crazy.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
沸石锅豆腐 : The outflow of funds from US stocks, does this mean that US stocks will continue to pull back today?