Has the upward trend in China's stock market not yet finished? What are the main investment lines? The top ten Brokerage strategies are here.
Summary of the latest viewpoints on the top ten brokerages' strategies + overview of bullish sectors.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
The charm of US stock QDII has faded, with a significant decline this year, while Hong Kong stock QDII still shows positive returns this year.
① Over sixty percent of QDII performance has been negative this year, with US stock QDII experiencing the largest declines; ② Hong Kong stock QDII has overall outperformed US stock QDII this year, with multiple Hong Kong stock QDIIs still yielding over 10% this year; ③ Industry insiders believe that, from a mid-term perspective, Hong Kong stock investments still have cost-effectiveness, and sectors such as Technology and domestic demand still hold investment potential.
Brokerage morning meeting highlights: The impact of tariff increases is complex, focus on two investment main lines.
In today's brokerage morning meeting, GTJA HAITONG SEC stated that the impact of tariff increases is complex and attention should be paid to two investment main lines; Huaxi believes that the subsequent market trend in the equity market is expected to exhibit a rebound from overselling; China International Capital Corporation suggested to pay attention to the temporary overweight high dividend and policy-benefiting symbols in China Stocks, and to the rebound from overselling in Technology Stocks.
The central bank "endorses" the national team, and the National Financial Investment Company has stated that funds are abundant. Stocks ETF has net purchased 70 billion, and there are still expectations for today.
① Early on the 8th, the central bank and the Financial Regulatory Administration issued statements to support the market; ② Central Huijin stated, "When it's time to take action, we will decisively intervene," and will continue to increase shareholding; ③ Yesterday, the total net inflow of stock ETFs was nearly 70 billion, with the leading 300ETF having a net inflow of over 40 billion yuan.
The "Global stock market shock" surged to the top of the hot search, the 300ETF experienced a trading volume of 27 billion, and public offerings suggest: act more cautiously.
① After the sharp decline in US stocks, Asia-Pacific followed suit, with "the search for stock market turbulence" trending at number one; ② The trading volume of broad-based ETFs expanded, with four 300ETFs surpassing 27 billion in trading volume; ③ QDII-ETFs are showcasing the "disappearance of premiums", as high premiums still carry risks; ④ Long-term government bonds have become a refuge for capital.