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National Day real estate market presents a "hot" scene: new home transactions in Beijing, Shanghai, Guangzhou, and Shenzhen have significantly increased. A real estate company sold 14.8 billion in 7 days.
During the National Day "golden week", the subscription area of 22 key cities during the eleven period increased by 12% compared to the previous month, and increased by 26% year-on-year; First-tier cities have significantly increased the transaction volume of new homes and second-hand homes during the National Day period under the promotion of policy optimization, with better performance in Guangzhou and Shenzhen than in Beijing and Shanghai.
Daiwa: After the opening of A shares, Hong Kong real estate, consumer, and financial stocks will experience a pullback, but this is healthy.
JPMorgan believes that the forward price-earnings ratio of the Chinese stock market has significantly rebounded, indicating a shift in policy towards the inflation direction released by the combination of monetary/real estate assets, and also reflects the market's high expectations for fiscal stimulus policies. However, the short-term outlook may be too optimistic. After the A-share market opens, with more individual investors entering, its performance may outperform Hong Kong stocks.
Hurting others does not benefit oneself! Biden plans to ban china's internet-connected car software and hardware. US Department of Commerce: may cause a decline in US auto sales.
The data from the U.S. Department of Commerce shows that if the proposed restrictions on China's networked vehicle software and hardware, as well as related regulations on complete vehicles, are implemented, U.S. auto sales could decrease by up to 25,841 vehicles per year, while car prices may increase, further raising the cost of living for American consumers.
China stimulates the global csi commodity equity index: London copper 'breaks ten thousand', iron ore 'breaks one hundred'!
In recent trading days, with multiple measures of monetary and fiscal stimulus policies in china, not only has it promoted the soaring of A-share market, but also helped some csi commodity equity index, showing a rebound market like a dragon swinging its tail... On Thursday, LME copper broke through the $10,000 integer mark all the way, Singapore iron ore futures regained the $100 level, and spot silver prices touched a 12-year high!
Kerui: Real estate sets the tone for 'stabilizing and rebounding.'
The Central Political Bureau meeting of the Communist Party of China pointed out that it is necessary to reduce the reserve requirement ratio, implement a substantial interest rate cut, and adjust down housing transaction taxes and fees. In this round, various types of taxes and fees related to housing transactions such as deed tax, value-added tax, personal income tax, etc. are reduced or exempted to promote housing consumption. For example, individuals purchasing the only residence are exempt from deed tax, while families purchasing the second or large-area improvement housing are eligible for a partial deed tax reduction. Additionally, measures such as shortening the duration of value-added tax and personal income tax exemption for housing transactions.
Stimulus expectations are realized! The Hong Kong stock market's non-ferrous sector is rising, and domestic copper prices have reached a nearly two-month high.
①Hong Kong-listed sector rose in the non-ferrous sector, which stocks are most favored by funds? ②Domestic copper prices have risen to a near two-month high, what signal?
