Chen Guo: The bull market is still on the way, investors in this round are enthusiastic but lack confidence.

The recent market high is just a peak of emotions, not a peak of economic confidence, much less a peak of profit fundamentals.

wallstreetcnOct 12 03:20 ET

Wall Street veteran: A-shares will rise another 50%, hedge funds that sold off this week will regret it.

Jeff deGraaf, from Renaissance Macro Research, stated that the market and policies are driving forces in both directions. China has introduced a series of supportive measures for the capital markets, which is not just a coincidence. The current Chinese policies towards the market are similar to the 'Draghi Moment' during the Eurozone crisis period.

wallstreetcnOct 10 20:43 ET

Where to go after the short-term market earthquake? The direction of big finance and technology may still be the focus.

Track the entire lifecycle of the main sector.

cls.cnOct 9 21:16 ET

Hong Kong stocks experienced a significant pullback, with the Hang Seng Index falling by 12.82%. Industry insiders interpret it this way.

On October 8, the Hang Seng Index fell by 9.41%, and the Hang Seng Tech Index plummeted by 12.82% in a single day. Brokerage analysts stated that the main reason for the decline was the resumption of work in the A-share market, the primary battleground recovery, combined with relatively empty content from the National Development and Reform Commission meeting, which fell below the market's expectations of continued bullish signals being released, leading to foreign capital not seeing clear signs of fiscal stimuli.

cls.cnOct 8 22:40 ET

Goldman Sachs released three heavyweight research reports over the weekend: downgrading the forecast for US recession, expecting the Chinese stock market to rise by another 15% to 20%.

Goldman Sachs' stock strategy team believes that the US large cap stocks can rise by another 4.3% to 6000 points by the end of the year, as the possibility of a US recession has decreased, allowing the Federal Reserve to only reduce interest rates by 25 basis points each time. Their AP strategic team has upgraded the rating of Chinese stocks to "shareholding" and is bullish on the potential boost to valuation from large-scale stimulus measures.

wallstreetcnOct 7 18:53 ET

Who is buying Hong Kong stocks and what are they buying?

Foreign capital is an important incremental fund for the current rise in the Hong Kong stock market, preferring the consumer and information technology sectors.

wallstreetcnOct 3 01:34 ET