The news about finance in the weekend was very lively. From the first meeting of the Sino-US economic and trade consultation mechanism to a series of major news in the A-share market, every event may have a profound impact on the market. The following is a personal analysis of these hot events and the investment opportunities they may bring.
1. The first meeting of the China-US economic and trade consultation mechanism: exceeding expectations and market opportunities
The management will visit the UK from June 8 to 13 and hold the first meeting of the China-US economic and trade consultation mechanism with the United States. Recently, China-US economic and trade relations have gradually improved, such as the United States' restoration of Harvard international student visas, China's acceptance of Boeing aircraft, and the initial conclusion of the rare earth consensus. This news is good for the A-share market, but the slow bull rhythm of the market will not change. The key is still the implementation of domestic policies, such as the central bank's reserve requirement ratio cuts, fiscal policy efforts and economic data improvement.
2. Central Huijin expands its capacity: expectations of securities mergers heat up
The China Securities Regulatory Commission approved Central Huijin to become the actual controller of many securities companies and public funds, triggering expectations of securities mergers. Central Huijin already has 8 securities companies and 6 fund companies. The expansion brings new opportunities to the securities industry and provides support for market stability. The strong alliance of leading securities companies is the policy direction and is expected to drive the performance of securities companies and promote the index to stand firm at 3,400 points.
3. The Shanghai Stock Exchange promotes high dividends for listed companies: attracting over-the-counter funds
The Shanghai Stock Exchange holds a symposium to promote listed companies to increase dividends, increase dividend frequency, and make good use of market value management tools. In the era of low interest rates, high-dividend and high-quality equity is attractive, domestic residents' dividend income accounts for a low proportion, and the A-share market has huge potential for high dividends. High-dividend companies will become the main line of the future market, and blue-chip stocks and core companies are safe havens for funds. I think it is expected to promote the increase in A-share valuations.
4. Space AI Data Center: a new catalyst for technology stocks
The concept of space AI data center is moving towards reality. my country launches the "space computing constellation", and the United States Starcloud plans to launch satellites equipped with Nvidia chips. This field will meet future computing power needs and drive the development of related industrial chains. The opportunity for technology stocks to recover is emerging, and domestic computing power giants, Nvidia's industrial chain, and domestic big models are expected to benefit.
Fifth, the wave of share reduction is coming: reflection on the market pricing mechanism
The A-share market has recently ushered in a wave of share reduction, and shareholders of companies such as Desay SV, Wingtech Technology have reduced their holdings and cashed out. The wave of share reduction has caused market concerns, reflecting that some shareholders are dissatisfied with their valuations and also exposes the market pricing mechanism issues. Investors need to be vigilant about the impact of share reduction on stock prices and pay attention to changes in the company's fundamentals and market environment.
Finally summarized:
Weekend financial hotspots cover Sino-US economic and trade relations, A-share reform, technology stock development and share reduction trends. I believe that the improvement of Sino-US economic and trade relations has helped the slow bull market continue in A-shares, the attractiveness of high-dividend companies has increased, the integration of securities companies has brought new vitality, and the space data center has injected momentum into technology stocks. The wave of share reduction reminds investors to pay attention to the improvement of market pricing mechanism and need to be wary of the risks of unstable stock prices due to market share reduction.
In general, the news in the market over the weekend is more positive than negative, and A-shares are expected to challenge 3,400 points today. Of course, everyone should pay attention to the changes in the market trading volume in the market. Only when the market increases in volume can there be greater opportunities. Otherwise, it would be better for everyone to remain cautious and optimistic.
The above content is only personal opinion and is for reference only. Everyone is welcome to leave a message to discuss.
