Early Review: The Shanghai Stock Index opened 0.09percent higher, leading the rise in the concept of digital twin

category:Finance
 Early Review: The Shanghai Stock Index opened 0.09percent higher, leading the rise in the concept of digital twin


Dongguan Securities: Overall, Mondays volatility continued to rise pattern, the index stood at 3000 points, closed six Lianyang. Most of the stocks closed up, while TMT, electrical equipment, chemical industry and other sectors advanced. Recent news continued to warm up, the central bank lowering, S&P Dow Jones included in A shares are conducive to market sentiment higher, the current market trend is strong, although there is moderate pressure for technical recovery after the continuous rise, but the overall warming trend remains unchanged. It is expected that with the gradual recovery of market sentiment, the market will continue to shock rebound trend. Operationally, it is suggested to pay attention to TMT, finance, infrastructure, consumption, military and other sectors.

AVIC Securities: At this stage, it is necessary for the central bank to implement the easing policy. At the same time, the Feds rate cut again in September also provides a time window for the central bank to ease. Therefore, the central bank may still reduce MLF interest rate before the next LPR quotation. In the current transition from monetary policy to price-oriented regulation, whether to cut interest rates or not is of more important signal significance in judging whether monetary policy is turning to trend easing. Therefore, although the market has already responded to the reduction expectation to a certain extent, the effect of the reduction on the stock market next week may be limited, but the interest rate reduction expectation still exists. In combination with the resumption of negotiations between China and the United States to help improve market risk preference, we are still relatively optimistic about the follow-up trend of A-share market. The upward probability of the field continuing to oscillate is higher. In the industry, attention should be paid to real estate, banking and non-bank finance.

Shenguang Finance and Economics: The general and directional benchmarks of the central bank last Friday were in line with market expectations, but these policies played a very good catalytic role in the A-share market sentiment. On the one hand, after the disclosure of the semi-annual report, the market needs policy to inject fresh blood. Loose monetary policy largely conforms to market expectations, which allows investors to participate in investment with greater confidence. On the other hand, in response to the downward pressure of the economy, we take the lead in quantitative tools, but also for the late price. After the implementation of the benchmark interest rate in LPR market, the guiding mechanism of interest rate marketization is gradually smooth. Under the background of interest rate reduction by major central banks around the world, investors are full of expectations for domestic policy dividends. Since then, investors have been in an emotional warming stage throughout September. Our previous point of view also pointed out that in the middle and late of this month, the market environment is quite relaxed, which provides a lot of convenience for the rise of A shares. Source of this article: Netease Financial Responsibility Editor: Yang Qian_NF4425

Shenguang Finance and Economics: The general and directional benchmarks of the central bank last Friday were in line with market expectations, but these policies played a very good catalytic role in the A-share market sentiment. On the one hand, after the disclosure of the semi-annual report, the market needs policy to inject fresh blood. Loose monetary policy largely conforms to market expectations, which allows investors to participate in investment with greater confidence. On the other hand, in response to the downward pressure of the economy, we take the lead in quantitative tools, but also for the late price. After the implementation of the benchmark interest rate in LPR market, the guiding mechanism of interest rate marketization is gradually smooth. Under the background of interest rate reduction by major central banks around the world, investors are full of expectations for domestic policy dividends. Since then, investors have been in an emotional warming stage throughout September. Our previous point of view also pointed out that in the middle and late of this month, the market environment is quite relaxed, which provides a lot of convenience for the rise of A shares.