没有咖啡的吃茶店
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没有咖啡的吃茶店
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A special, final Q&A for 2024, focusing on the US Federal Reserve's interest rate decision. Feel free to ask your questions below. For each question you post, moomoo will reward you with points. moomoo Australia's market strategist covers investing, trading and all market matters - live. Ask questions, comment, and share your view, as the markets trade.
Ask a strategist - Fed rate decision
Dec 17 08:00
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The three major indices were adjusted collectively. By the end of the day, $SSE Composite Index (800146.HK)$ The composite index fell 2.01%. $Shenzhen Component Index (399001.SZ)$ It fell 2.23%, GEM fell 2.48%, and the Shanghai Science and Technology Innovation Board 50 Index fell 2.09%. More than 700 stocks in the two markets rose. The total turnover of the two markets today is about 2.07 trillion yuan.
The performance of the game sector is impressive, Fuchun Technology ( $Fuchun Technology (300299.SZ)$ ) Up 20%, Electric Soul Network ( $Hangzhou Electronic Soul Network Technology (603258.SH)$ ) Up more than 8%, China Qingbao ( $Shenzhen Zqgame (300052.SZ)$ ), Glacier Network ( $Shenzhen Bingchuan Network (300533.SZ)$ ) Both have risen.
According to news, at the 2024 TGA Game Awards ceremony, the action game “Black Myth: Goku” by the Chinese game company Game Science won the TGA Best Action Game of the Year award. Furthermore, the Deputy Director of the Publishing Bureau of the Propaganda Department of the CPC said at the 2024 China Game Industry Annual Conference that currently the CPC Propaganda Department publishes...
The performance of the game sector is impressive, Fuchun Technology ( $Fuchun Technology (300299.SZ)$ ) Up 20%, Electric Soul Network ( $Hangzhou Electronic Soul Network Technology (603258.SH)$ ) Up more than 8%, China Qingbao ( $Shenzhen Zqgame (300052.SZ)$ ), Glacier Network ( $Shenzhen Bingchuan Network (300533.SZ)$ ) Both have risen.
According to news, at the 2024 TGA Game Awards ceremony, the action game “Black Myth: Goku” by the Chinese game company Game Science won the TGA Best Action Game of the Year award. Furthermore, the Deputy Director of the Publishing Bureau of the Propaganda Department of the CPC said at the 2024 China Game Industry Annual Conference that currently the CPC Propaganda Department publishes...
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没有咖啡的吃茶店
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$Tesla (TSLA.US)$
I am also confused.
Hold positions and continue to enjoy the bull market. Those without positions need to resist temptation and avoid chasing highs. There are plenty of opportunities.
Be cautious of risks, I will not sell. The total position is already around 20-30%. Let's continue to take it step by step.
There is a large amount, at the extreme of human nature, I will mention the top structure, but as long as the trend remains unchanged, it is still a bullish arrangement. I hope for a pullback to the 20-day moving average to enter the market.
Happy trading for the bulls, be cautious bears.
I am also confused.
Hold positions and continue to enjoy the bull market. Those without positions need to resist temptation and avoid chasing highs. There are plenty of opportunities.
Be cautious of risks, I will not sell. The total position is already around 20-30%. Let's continue to take it step by step.
There is a large amount, at the extreme of human nature, I will mention the top structure, but as long as the trend remains unchanged, it is still a bullish arrangement. I hope for a pullback to the 20-day moving average to enter the market.
Happy trading for the bulls, be cautious bears.
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Yesterday, the Hong Kong stock market showed weakness, with the three major Hong Kong stock indexes opening high and falling, Hang Seng Index ( $Hang Seng Index (800000.HK)$ ) down 0.77% to close at 20,155.05 points, Hang Seng TECH Index ( $Hang Seng TECH Index (800700.HK)$ ) declined even more, dropping by 1.31% to 4,531.58 points.
On the market, stocks in the technology sector generally declined, JD-SW ( $JD-SW (09618.HK)$ ) fell by 2.80%, MEITUAN-W ( $MEITUAN-W (03690.HK)$ ) fell by 2.79%, XIAOMI-W ( $XIAOMI-W (01810.HK)$ $ fell by 1.62%, Alibaba-W (00020.HK) fell by 1.25%, moomoo ( $KUAISHOU-W (01024.HK)$ $ fell by 1.17%, NTES-S ( $NTES-S (09999.HK)$ $ fell by 0.93%, Alibaba-W ( $BABA-W (09988.HK)$ $ fell by 0.46%, TENCENT ( $TENCENT (00700.HK)$ $ fell by 0.34%,...
On the market, stocks in the technology sector generally declined, JD-SW ( $JD-SW (09618.HK)$ ) fell by 2.80%, MEITUAN-W ( $MEITUAN-W (03690.HK)$ ) fell by 2.79%, XIAOMI-W ( $XIAOMI-W (01810.HK)$ $ fell by 1.62%, Alibaba-W (00020.HK) fell by 1.25%, moomoo ( $KUAISHOU-W (01024.HK)$ $ fell by 1.17%, NTES-S ( $NTES-S (09999.HK)$ $ fell by 0.93%, Alibaba-W ( $BABA-W (09988.HK)$ $ fell by 0.46%, TENCENT ( $TENCENT (00700.HK)$ $ fell by 0.34%,...
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As 2024 is coming to an end, major institutions have successively released their investment outlook for 2025. Combiningmoomoo's recent 25-year investment outlookand analysis from other top institutions, I have briefly summarized the several key trends and opportunities recognized by the institutions:
USA Economic Outlook
The US economy is expected to avoid a recession, with inflation remaining stable. Under the guidance of the "America First 2.0" policy, the US market continues to be the preferred choice for risk assets. However, attention should be paid to the timing of policy implementation and its short-term impact on the market.
AI Artificial Intelligence
Technological advancement, especially in Artificial Intelligence, remains the core driver of growth. It is projected that by 2030, AI infrastructure investment will account for 2% of the USA's GDP. Despite the two-year rise in US stocks, the short-term risks are limited due to profit growth driven by AI. Focus on the practical application of AI technology and its sustainability impact on corporate revenue.
Emerging Markets
In the global supply chain restructuring and clean energy transition, the Indian market shows huge potential. China may emerge as a 'dark horse' in the global economy, with significant boosts to its economy and market if it can effectively address US policy shocks through stimulus policies. Australia's basic metal and cyclical stocks are also expected to benefit from China's recovery.
Adjusting investment strategy.
You can shift from a 'barbell' to a 'pyramid' allocation:
Base layer: Allocate to anti-volatility assets.
Middle layer: Diversify allocations to different types of high-quality companies, such as growth, value, and high-dividend stocks.
Top Level: Capture the major trends, AI...
USA Economic Outlook
The US economy is expected to avoid a recession, with inflation remaining stable. Under the guidance of the "America First 2.0" policy, the US market continues to be the preferred choice for risk assets. However, attention should be paid to the timing of policy implementation and its short-term impact on the market.
AI Artificial Intelligence
Technological advancement, especially in Artificial Intelligence, remains the core driver of growth. It is projected that by 2030, AI infrastructure investment will account for 2% of the USA's GDP. Despite the two-year rise in US stocks, the short-term risks are limited due to profit growth driven by AI. Focus on the practical application of AI technology and its sustainability impact on corporate revenue.
Emerging Markets
In the global supply chain restructuring and clean energy transition, the Indian market shows huge potential. China may emerge as a 'dark horse' in the global economy, with significant boosts to its economy and market if it can effectively address US policy shocks through stimulus policies. Australia's basic metal and cyclical stocks are also expected to benefit from China's recovery.
Adjusting investment strategy.
You can shift from a 'barbell' to a 'pyramid' allocation:
Base layer: Allocate to anti-volatility assets.
Middle layer: Diversify allocations to different types of high-quality companies, such as growth, value, and high-dividend stocks.
Top Level: Capture the major trends, AI...
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The three major indices of Hong Kong stocks opened higher and lower. At the close, the Hang Seng Index fell 0.5% to 20311.28 points, the Hang Seng Technology Index fell 1.39%, and the State-owned Enterprises Index fell 0.74%. On the Hong Kong Stock Connect side, Hong Kong Stock Connect (southbound) had a net outflow of HK$10.324 billion yesterday.
On the market, stocks in the Science Network sector are weak, $Shangtang-W ( $SENSETIME-W (00020.HK)$ ) $ fell 13.51%, $Kuaishou-W ( $KUAISHOU-W (01024.HK)$ ) $ fell 2.68%, $Tencent Holdings ( $TENCENT (00700.HK)$ ) $ fell 1.81%, $JD Group-SW ( $JD-SW (09618.HK)$ ) $ rose 0.72%, $Alibaba-W ( $BABA-W (09988.HK)$ ) $ fell 0.35%, $NetEase S (09999.HK) $ rose 0.20%, $Meituan-W ( $MEITUAN-W (03690.HK)$ ) $ rose 0.06%, $Bilibili-W ( $BILIBILI-W (09626.HK)$ ) $ rose 3.41%, $Xiaomi Group-W ( $XIAOMI-W (01810.HK)$ ) $ does not rise or fall;
The concept of film and television continues to heat up, $Alibaba Pictures ( $ALI PICTURES (01060.HK)$ ) $ rose more than 4%,...
On the market, stocks in the Science Network sector are weak, $Shangtang-W ( $SENSETIME-W (00020.HK)$ ) $ fell 13.51%, $Kuaishou-W ( $KUAISHOU-W (01024.HK)$ ) $ fell 2.68%, $Tencent Holdings ( $TENCENT (00700.HK)$ ) $ fell 1.81%, $JD Group-SW ( $JD-SW (09618.HK)$ ) $ rose 0.72%, $Alibaba-W ( $BABA-W (09988.HK)$ ) $ fell 0.35%, $NetEase S (09999.HK) $ rose 0.20%, $Meituan-W ( $MEITUAN-W (03690.HK)$ ) $ rose 0.06%, $Bilibili-W ( $BILIBILI-W (09626.HK)$ ) $ rose 3.41%, $Xiaomi Group-W ( $XIAOMI-W (01810.HK)$ ) $ does not rise or fall;
The concept of film and television continues to heat up, $Alibaba Pictures ( $ALI PICTURES (01060.HK)$ ) $ rose more than 4%,...
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In the afternoon of December 9th, the Hong Kong stock market surged upwards, with the Hang Seng Index breaking through 20,000 points, closing at 20,414.09 points for the day, up 548.24 points (a 2.76% increase). Many investors who were shorting the Hang Seng Index / Hang Seng TECH Index are believed to have incurred losses...
Performance of the stock markets in Hong Kong and mainland China
Closing price on December 9th:
$Hang Seng Index (800000.HK)$Closing at 20414.09 points, up 548.24 points (an increase of 2.76%).
$Hang Seng TECH Index (800700.HK)$Closing at 4656.8 points, up 192.15 points (an increase of 4.3%).
$Hang Seng China Enterprises Index (800100.HK)$ Closing at 7360.67 points, up 224.12 points, (an increase of 3.14%).
$Ping An Bank (000001.SZ)$ Closing at 3402.53 points, down 1.54 points (0.05% decrease).
$CSI 300 Index (000300.SH)$ Closing at 3966.57 points, down 6.57 points (0.17% decrease).
$Shenzhen Component Index (399001.SZ)$ ...
Performance of the stock markets in Hong Kong and mainland China
Closing price on December 9th:
$Hang Seng Index (800000.HK)$Closing at 20414.09 points, up 548.24 points (an increase of 2.76%).
$Hang Seng TECH Index (800700.HK)$Closing at 4656.8 points, up 192.15 points (an increase of 4.3%).
$Hang Seng China Enterprises Index (800100.HK)$ Closing at 7360.67 points, up 224.12 points, (an increase of 3.14%).
$Ping An Bank (000001.SZ)$ Closing at 3402.53 points, down 1.54 points (0.05% decrease).
$CSI 300 Index (000300.SH)$ Closing at 3966.57 points, down 6.57 points (0.17% decrease).
$Shenzhen Component Index (399001.SZ)$ ...
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$Hang Seng Index (800000.HK)$ It is estimated that there will be an opportunity to consolidate again between 20,500 and 19,300 in the next 2-3 weeks, with both bull and bear certificates in play. The trend will only improve after the short-term second leg.
The performance in the next 1-2 months is crucial. If it can close higher and stabilize, and Ma10 is trending upwards, there is a great chance to confirm a reversal.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ Short-term there is a nice small head and shoulders bottom setup, but the overall trend is still weak.
$SSE Composite Index (000001.SH)$ $Shenzhen Component Index (399001.SZ)$ $Chinext Price Index (399006.SZ)$ Similar but showing better trends.
The performance in the next 1-2 months is crucial. If it can close higher and stabilize, and Ma10 is trending upwards, there is a great chance to confirm a reversal.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ Short-term there is a nice small head and shoulders bottom setup, but the overall trend is still weak.
$SSE Composite Index (000001.SH)$ $Shenzhen Component Index (399001.SZ)$ $Chinext Price Index (399006.SZ)$ Similar but showing better trends.
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Unexpectedly, Hong Kong stocks suddenly surged at the end of the session (mainly due to new policy support, with Chinese concept stocks in the US following suit yesterday).
What sectors to buy are clear at a glance~
$Atour Lifestyle Holdings (ATAT.US)$ Talking about the good performance of hotel services and business (quarterly results are quite good), with a medium to long-term technical trend breaking through. Opportunities.
$Trip.com (TCOM.US)$ Beating the Chinese concept sector in the long term, outperforming expectations for the quarter, consolidating at a high level after retracing to a key long-term support level, and breaking through today. Opportunity.
$Futu Holdings Ltd (FUTU.US)$ After retracing to a key long-term support level, it surged last night. Another opportunity.
$Full Truck Alliance (YMM.US)$ Digital freight platform (software application), with good performance, showing strong recent technical trends and breaking through the medium-to-long-term horizontal consolidation zone. Worth paying attention to.
$Qifu Technology (QFIN.US)$ Digital consumer finance platform, with stable and good performance growth, just broke through the peak with strength. Worth following up.
$Lufax (LU.US)$ The recent pullback in the past two months has been too much, and the mid-term technical trend is now showing a right shoulder rebound. It might be a good idea to consider buying some shares.
Although policies also support the real estate sector, there are many unresolved issues in this industry and it is quite volatile and unstable. Personally, I don't want to touch it for now (there are other relatively stable and good choices in the market). $Fangdd Network (DUO.US)$
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares China Large-Cap ETF (FXI.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares MSCI China ETF (MCHI.US)$
What sectors to buy are clear at a glance~
$Atour Lifestyle Holdings (ATAT.US)$ Talking about the good performance of hotel services and business (quarterly results are quite good), with a medium to long-term technical trend breaking through. Opportunities.
$Trip.com (TCOM.US)$ Beating the Chinese concept sector in the long term, outperforming expectations for the quarter, consolidating at a high level after retracing to a key long-term support level, and breaking through today. Opportunity.
$Futu Holdings Ltd (FUTU.US)$ After retracing to a key long-term support level, it surged last night. Another opportunity.
$Full Truck Alliance (YMM.US)$ Digital freight platform (software application), with good performance, showing strong recent technical trends and breaking through the medium-to-long-term horizontal consolidation zone. Worth paying attention to.
$Qifu Technology (QFIN.US)$ Digital consumer finance platform, with stable and good performance growth, just broke through the peak with strength. Worth following up.
$Lufax (LU.US)$ The recent pullback in the past two months has been too much, and the mid-term technical trend is now showing a right shoulder rebound. It might be a good idea to consider buying some shares.
Although policies also support the real estate sector, there are many unresolved issues in this industry and it is quite volatile and unstable. Personally, I don't want to touch it for now (there are other relatively stable and good choices in the market). $Fangdd Network (DUO.US)$
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $iShares China Large-Cap ETF (FXI.US)$ $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $iShares MSCI China ETF (MCHI.US)$