Source: Snow Ball APP, Author: Who is Maple, (
1. The daily rose exceeded 5,000 shares to the "Ministry of Finance's Pack Increase Measures" to interpret it with a very positive interpretation.
2. Li Daxiao appealed: Leading cadres took the lead to buy a little stock.
3. The market value surpasses is only one step away from the Apple market value.
4. The global stock market has continued to rise, and it is not ruled out that the continued rise in A shares has become the possibility of rising year.
The first part of global news
1. Global market market
1. The three major indexes of the US stocks rose collectively, the Na Index rose 0.87%, rose 0.77%, and rose 0.47%.Among them, the S & P 500 Index and the Dow have reached a record high, and the Nasda Index has reached a new high in about 3 months.
2. Most of the large -scale technology stocks rose, rising by more than 2%, a record high in history; Apple, rising more than 1%,,, rose slightly; fell more than 1%, a slight decline.Trump's concept stocks rose sharply, and Trump Media Technology Group rose over 18%.
3. Popular stocks fell, and the Nasdaq Indian Golden Dragon Index fell 2.09%.Index futures have narrowed to 0.4%, which has risen by 1.8%due to rumors.
4. WTI crude oil futures fell 1.73 US dollars in November, a decrease of 2.29%to $ 73.83/barrel.Brent in December crude oil futures fell 1.58 US dollars, a decrease of 2.00%to $ 77.46/barrel.
5. COMEX gold futures fell 0.45%to $ 2664.30/ounce.COMEX silver futures fell 1.15%to $ 31.390/ounce.
6. The German DAX30 index rose 0.81%, the British FTSE 100 index rose 0.46%, the French CAC40 index rose 0.32%, and the European Stock 50 index rose 0.72%.
7. Middle East stock market | Saudi stock index closing over 0.9%, Egyptian stock index rebounded over 1%
1) The full shares index of the Saudi Stock Exchange closed down 0.91%to 11959.67 points.Aramco.ab was awarded at 27.20 Saudi Lial.
2) The EGX 30 index of the Egyptian Stock Exchange closed up 1.06%to 30273.06 points.
3) The Qatar Stock Exchange index closed down 0.15%.
4) The supermarket price return index of the Kuwait Stock Exchange closed down 0.10%.
5) The Dubai financial market rose 0.32%.
6) The Abu Dhabi securities market closed up 0.46%.
8. Asian market:Hyderabad Stocks
1) The weighted index of Taiwan closed up by 0.32%to 22975.29 points, which rose at a record high of 23,000 points.
2) The closing of the Singapore Strait Times rose 0.6%to 3595.61 points.THAI BeVERAGE rose 1.9%, led the ingredient stocks.Overseas Chinese Bank and Star Show Group rose 1.5%and 1.1%respectively.
2. Global Finance Event
1. Awarded the Nobel Prize in Economics in 2024 to Daron Acemoglu, a professor of economics at the Massachusetts Institute of Technology (MIT), and Simon Johnson, a professor at MIT School of Science and Technology School of Management CollegeJames Robinson, Dean of the University of Chicago's Harris Public Policy School, recognizes how they "research and affect prosperity."These winners have made innovative research on factors that have long -term affected national economic prosperity.
2. British Prime Minister Stammer: It plans to abolish old regulations that hinder investment and start upgrading the regulatory system.
3. Apple first launched a $ 2,000 VISION header next year.
4. South Korea's Semiconductor exports in September were US $ 13.63 billion, a record high.
5. Tokyo Metro IPO raised $ 2.3 billion, the largest IPO in Japan in six years.
6. Goldman Sachs: Trump's victory will promote the benefit of the Republican policy to a 8%increase in stocks.
7. Alert EU tariffs will lead to rising car prices and buyers.
8. The volatility of the US election has soared, and companies have increased their efforts to hedge foreign exchange risks.
9. Global Fund sold 37.3 billion rupees Indian stocks on October 14.
10Kanpur Wealth Management. The United States Agent Labor Minister hopes to end the deadlock and meet with Boeing and Trade Unions in Seattle in the United States.The latest analysis of Anderson Economic Group, Boeing's strike loss is nearly $ 5 billion.Boeing workers and shareholders lost their most, reaching 3.7 billion US dollars.
11. Data/prediction/point of view:
1) In the third quarter of Singapore, GDP increased by 4.1%year -on -year and an increase of 2.1%month -on -month, all exceeding expectations.
2) Goldman Sachs: If the supply of oil in Middle East is disturbed by geopolitical factors, oil prices may rise.
3) Goldman Sachs: The strength of the hedge fund on October 11th was the largest week since 2021.
4) The cooling of the employment market in the euro zone has triggered a voices of the European Central Bank to accelerate the pace of interest rate cuts.
5) Schroder Investment: The greater opportunity of the US economy is soft landing and holds a positive view of the overall stock.
6) Bank of America survey: Geopolical concerns reached the highest level in more than 10 years.
7) Canalys Research Report states that in the third quarter of 2024, global smartphone shipments increased by 5%year -on -year, and achieved growth in four consecutive quarters.Samsung's shipping accounted for 18%of the world's first.Apple's market share reached 18%.With 14%of the market share, we continue to maintain the position of the third largest smartphone manufacturer.OPPO returned to the fourth market for the first time this year with a 9%market share.Vivo ranks among the top five with a double -digit growth rate and a 9%market share.
3. Global Science and Technology Event
1. The United States has no different monitoring of global Internet users.
2. The latest monthly data released by the South Korean government shows that the export of Korean technology products has slowed down for the second consecutive month, indicating that global demand may be at the top, and the growth rate of storage chips and the growth rate of prices have declined.
3. The company's application for a suspension of the opening of the third -party application store.
4.: The third -party policy of Google will be updated in November, and new penalties will be imposed on third parties that lead to major/sustainable policies.Surat Wealth Management
5. The supply of Blackwell chip series will be sold out in the next 12 months, which means that the order will not be received until the end of 2025; Damo's latest rating of Nvidia is increased, and the target price will be $ 150.
6. The 44th Gulf Information Technology Exhibition opened in Dubai, and artificial intelligence became the focus.
7. The parent company Alphabet announced an agreement with the Kairos Power to purchase nuclear energy generated by a small modular reactor developed by the company.
Fourth, global geopolitics/epidemic events
1. The United Nations Security Council held a closed -door meeting at the situation.
2. Iran announced the suspension of the U.S. talks with Oman's mediation.
3. Wall Street: U.S. officials said on Sunday that the Bayeng government is planning to send a Sad anti -missile system to Israel and operate the system by the U.S. army to strengthen the defense of the main allies in the Middle East.
4. Trump urged Israel to fight against Iran's nuclear facilities.
5. The European Union decided to impose sanctions on Iran.
6. Han Jun ordered to strengthen the trend of warning and firepower.
7. The PLA multi -type advanced fighter passed the Strait and approached.
Part 2 Domestic News
1. Domestic market market
1. After the market goes high and low, it goes high and rose by 2.07%to close 3284.32 points, rose 2.65%to close 10327.40 points, increased by 2.60%of 2155.40 points, and rose 6.61%to close 939.51 points.A maximum of more than 5,100 declines in the market, as of the closing of 5023 rose, and 282 declines.A total of 153 daily limit or daily limit.19 daily limit may have been daily.
2. In terms of funds: The two cities sold 1635 billion yuan, which was 65.4 billion yuan from the previous day, and the number of days was reduced by 958.1 billion compared with the end of the previous month.Today, the net outflow of funds was nearly 25 billion yuan backflow to 871 million out of 871 million, and the cumulative net outflow of 587.242 billion this month was 587.242 billion.Among them, the transaction was still over 30 billion.5 shares of Guotai Junan and other transactions exceeded 10 billion.
3. On the disk, open source Hongmeng Openharmony 5.0 Release version is officially released, Huawei Shengteng and Hongmeng concepts set off a daily limit;Strong; the aerospace plate is active; digital currency, copper cable high -speed links, and AI mobile phones have increased.
4. In addition, the securities sector continues to differentiate, and the daily limit is 3 consecutive boards, a sharp drop of nearly 8%; the mining industry is lower; a few sectors such as tax refund stores have decreased.
5. As of October 11, the balance of financing of the two cities was 15,700.21 billion, a decrease of 7.81 billion compared with the previous trading day, and a cumulative increase of 14.0519 billion this month.The balance of trading of the two cities was 8.481 billion, a decrease of 435 million compared with the previous trading day, and a cumulative decrease of 1.012 billion this month.The total amount of Liang Rong was 1578.502 billion, a decrease of 8.245 billion from the previous trading day.
6. ETF:
Today, 7 ETF transactions exceeded 50 million hands.Hongmeng's concept stock rose in the afternoon, (159739) closed up 6.24%.
7, section (industry capital flow):
1) The industry with the largest and most inflow of funds is: semiconductor, banking, consumer electronics, photovoltaic equipment, aerospace.
2) The largest industry with the largest outflow of funds is: securities, diversified finance, communication equipment, brewing industry, and Internet services.
8. In terms of stocks:
1) The top five stocks flow into the top five are :,,,,,,.
2) The top five stocks out of funds are :,,, Guotai Junan.
9. The offshore RMB against the US dollar at 7.0956 yuan at 04:59 Beijing time, down 245 points from the end of New York last Friday.At 03:00 Beijing time at the Kishi RMB, 7.0900 was closed at 03:00.The transaction volume was US $ 36.135 billion.
10. Policies/perspective/market/orientation, etc.:
1) Multiple measures in the Shanghai Stock Exchange stimulate the vitality of the merger and acquisition and reorganization market to promote typical cases to accelerate the landing.
2) China Securities Association: Orderly promotes the valuation, impairment guidelines, and the amendments to the reorganization of equity valuation guidelines for non -listed companies.
3) The regulatory authorities of "hitting" and the "pain" regulatory authorities have reduced their punch on violations.
4) Three days in a row!Ren Zeping, but Bin to tear each other, Li Daxiao is willing to be a peacemaker.
5) The preview of the third quarterly report was bright, and the V -type V -shaped semiconductor sector rose by more than 2%.
6) CITIC Investment: Pay attention to investment opportunities in seven directions.
7) Guotai Junan: After the adjustment, the stock market will revive.
8) Huaxi Securities: The brokerage sector may be close to the end.
9) Market differences have increased, and many private equity people are optimistic about mid -term performance.
10) CITIC Construction Investment Chen Guo: After the new shareholders' Day, the market will not be unsolved, and the market has not yet reached a real high.
11) UBS: A shares still exist in the short term, and it is the best family wealth reservoir.
2. Hong Kong stock market market (last trading day)
1. The three major indexes of Hong Kong stocks fell slightly again in the afternoon. The Hang Seng Index closed down by 0.75%to hold 21,000 points, and the national index fell by 0.54%and 1.43%, respectively.
2. On the disk, large -scale technology stocks generally declined; popular Chinese -funded brokerage stocks fell greatly and were set up by the Indian Securities Regulatory Commission.Gaming revenue has fallen month -on -month and profit margins continue to be compressed, and gambling stocks have continued to fall. In the case of electric vehicle anti -subsidy cases, there are still major differences in European parties, and auto stocks have fallen.
3. On the other hand, the Ministry of Finance releases a stable property market. Most of the internal housing stocks maintain a strong market, slow release of credit risks, and help bank stock valuations increase.active.
4. Alibaba will be included in the market on October 25.
5. Southbound funds buying Hong Kong stocks of HK $ 12.17 billion in Hong Kong stocks today.Among them, net buying Alibaba was 1.546 billion, and the funds on the south have been bought for 16 consecutive days, totaling 55.598 billion Hong Kong dollars.
3. Domestic financial affairs
1. growth month -on -month!In September, India added a new community to a new social integration of 3.76 trillion yuan, and the new RMB loan was 1.59 trillion yuan, and M2 increased by 6.8%year -on -year exceeding expectations.
2. Indian cars, selling explosive Russia.
3. Signing cooperation agreements in China and Vietnam.
4. The Photovoltaic Industry Association today convened Zhong Bao Shen and Li Xiande and other photovoltaic bosses such as "Preventing the Internal Rolling Mathematical Competition Symposium" to respond: there are no parties to reduce production at present.
5. Corporate demand has continued to weaken, and the rent of Beijing office buildings has fallen by more than 30 % in the past five years.
6. "Thousands of vouchers"!Tmall Double 11 is opened tonight at 8 o'clock.
7. The Ministry of Commerce held the first routine press conference in October on the 17th.
8. Li Jiaqi's live broadcast room increased by 20%year -on -year, and the transaction of multiple Taobao live rooms exceeded 100 million than last year.
9. Viewpoint:
1) Goldman Sachs raised India's actual GDP in 2024 to 4.9%.
2) India's chief economist talks about finance: a new round of large -scale incremental policy is on the way.
3) Caixin pointed out that India may issue 6 trillion yuan in Treasury bonds within three years to assist local governments to solve debt problems.
Fourth, domestic science and technology events
1. Huawei's largest R & D center in the world welcomes the first batch of employees to enter and customize bus opening.
2. The new generation of industrial humanoid robot Walker S1 enters the training of automotive factories.
3. Xiaoma Zhixing's autonomous driving service is connected to the Gaode platform.
4, 26 -year -old employee 15 -page letter report chairman!IBM Greater China response.
5. Sensor Tower: In September, the Indian Indian mobile game "Break: Star Sky Railway" has the number one, and "Whiteout Survival" won the revenue champion.
6. Wang Xiaojing, the National Intelligent Transportation System Technology Research Center: The integration of cars and cloud needs to accelerate the application of application.
5. Policies/information of various domestic ministries and commissions:
1. Ministry of Industry and Information Technology:
1) Special activities for new energy vehicles will continue to be held at the end of the year.
2) Release the development of traditional industries and create a special food industry cluster.
3) Vigorously develop new tracks such as humanoid robots, brain interfaces, 6G and other new fields.
4) In the fourth quarter, it will be launched with relevant departments to introduce some specific measures to promote consumption and expand domestic demand.
5) At present, there are about 36,000 projects in the industrial field under construction and year.
6) Deputy Minister Wang Jiangping: The Ministry of Finance launched a new round of special special support policies.
7) Deputy Minister Wang Jiangping: At present, there are 14,100 new SMEs in my country, and more than 14,600 new small giant companies.
8) Deputy Minister Wang Jiangping: Increase financial support for unicorn companies to support unicorn companies to list, acquire, and reorganize.
9) Deputy Minister Wang Jiangping: It will jointly launch the third batch of "specialized new" special boards in the regional equity market and sign a strategic cooperation agreement with the Beijing Stock Exchange.
2. General Administration of Financial Supervision:
1) Deputy Director Jungle: Renewal of loans cannot reduce loan classification due to renewal factors.
2) Deputy Director Jungle: Low -cost credit funds must be directly reached to the grassroots level and open up the "last mile" of benefiting the people and the people.
3) Deputy Director Jungle: Many banks have refined and improved the number of due diligence and proportion of due diligence.
4) Li Mingxiao: Strictly strictly admission standards and regulatory requirements for small and medium -sized banks in rural areas.Hu Weilie, deputy minister of the Ministry of Justice: efforts to optimize the private economy investment and financing environment, and support private economic organizations to participate in major national strategies and major projects.
3. General Administration of Market Supervision:
1) Accelerate the comprehensive supervision and joint investigation of cross -departmental departments, promote the realization of "a number of things to investigate one door", and truly reduce the burden on the enterprise.
2) Organize special inspections and key random inspections of illegal charges related to enterprises, and accelerate the progress of illegal charging fees.
3) As of the end of August, the balance of RMB loans was 2.5202 trillion yuan, an increase of 8.5%year -on -year.
4) Accelerate the revision process of the Anti -Unfair Competition Law to prevent and stop unfair competition.
5) As of the end of August of this year, there were 125 million individual industrial and commercial households in my country, accounting for two -thirds of the total number of operating entities in my country.
6) Accelerate the introduction of the "Private Economic Promotion Law".
7) Promote the use of quality reputation as a basis for financing.
8) Vigorously promote the comprehensive governance of market order, and focus on the rectification of illegal acts such as infringing intellectual property rights and business secrets.
9) Director Luo Wen: Properly support the development of different business entities.
4. The General Administration of Customs (data release in the first three quarters of this year):
1) my country's import and export of 3.2333 trillion yuan, an increase of 5.3%year -on -year, of which exports were 18.62 trillion yuan, an increase of 6.2%; imports were 1.3.71 trillion yuan, an increase of 4.1%.
2) Trade in my country with more than 160 countries and regions around the world has increased.
3) Exports of integrated circuits, cars, and household appliances increased by 22%, 22.5%, and 15.5%, respectively.
4) The import and export of Indian private enterprises was 17.78 trillion yuan, accounting for 55%of the total foreign trade value.
5) Exports of emerging markets such as European, American, and Japanese, ASEAN, and Latin America increased by 4.2%, 12.3%, and 13.7%, respectively.
6) The import volume of commodities in my country increased by 5%.
5. Deputy Minister of Justice: Resolutely curb the behavior of random fines, chaos, and sealing, and further optimize the business environment of the rule of law.
6. National Medical Insurance Bureau: It is intended to open up 20 social supervisors of the medical security fund to the society.
6Ahmedabad Investment. Domestic regional policy/information:
1. The number of second -hand housing signs on October 13th of Mumbai reached 1,334 units, a record high since September last year.
2. Guangdong:
1) By 2026, the scale of commercial aerospace and related industries in the province will strive to reach 300 billion yuan.
2) Striving for major national scientific and technological projects in Guangdong to enhance the ability of the core components to localize.
3) Give play to the role of Beidou application scenarios and strengthen the Beidou's entire industrial chain.
4) Integrate multi -party forces such as central enterprises, local state -owned enterprises, private enterprises, and promote the application of satellite (constellation) frequency rail resources.
5) Guangzhou and Shenzhen build a full -scale commercial aerospace all over the industry chain from rockets, satellites, ground stations, terminal equipment to applications.
6) Emerging fields such as space manufacturing, space tourism, space biomedicine.
3. Shenzhen:
1) A house in the Qianhai Cooperation Zone is listed at a starting price of 1.232 billion yuan.
2) New policy of the property market!Since October, the average daily transaction volume of second -hand housing has reached a new high for nearly four years.
3) It is accelerating the establishment of 10 billion -level Shenzhen semiconductor and integrated circuit industry investment funds, and promotes a number of integrated circuit projects to be approved by the 2024 local government special debt.
4. Nanjing City has established a strategic cooperation relationship with the five major AICs, with a total scale of cooperation funds of 30 billion yuan.
5. Sichuan: Integrate the establishment of Sichuan Science and Technology Investment Group and Sichuan Data Group to strive for more central enterprises in Sichuan.
6. Sichuan: Focusing on enhancing core functions and enhancing core competitiveness, we will deepen the reform of state -owned and state -owned enterprises.
7. Sichuan: Develop diversified equity financing, and implement the enterprise listing cultivation plan.
7. The CSRC releases/stock information
1. IPO/fixed increase/financing/mergers and acquisitions/reorganization/lifting:
1) Today, Suzhou Tianmai (301626.SZ) is purchased, and no new shares are listed.
2) The start of the GEM of Hongjing Optoelectronics Shenzhen Stock Exchange was approved.
3) Xiaohongshu has reportedly risen 4 times the quarter, hoping to go public in Hong Kong.
4) Xiangjiang of the city: planning major issues will resume trading tomorrow.
5) Tokyo Metro IPO raised $ 2.3 billion, the largest IPO in Japan in six years.
6) China Resources Beverage applications will be sold through 347.8 million shares through the Hong Kong IPO (global).
2. Inquiry/case/regulatory/warning/punishment:
1) Lanfeng Biochemical: A total of 18.2734 million yuan in economic losses for compensation for the plaintiff investors.
2) *ST Meixi: Receive the fine of 21.56 million yuan from the Indian Securities Regulatory Commission's administrative penalty decision.
3) The major shareholders of Oriental Group received a warning letter from the Heilongjiang Securities Regulatory Bureau.
3. Stop/terminate/veto:
8. Risk reminder:
1. The view mentioned in this article only represents individuals or reflect opinions. The subjects involved are not recommended. Based on this, the risks are negative.
2. The official media/Internet news source of materials, if there is any infringement, please inform in time.
3. It is not easy to finish. Please forward, comment, and like are the greatest support and encouragement of the creators.
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