Another rumor caused Shenzhen real estate stocks to plummet for two consecutive days, evaporating117.5 billion.
In August, the global shipment of 13 TV OEM reached 8.604 million units, up 6. 1% year-on-year.
Market review
Market comment: the market is shrinking, and short-term shocks are still opportunities to increase positions.
Macro perspective: China's economy has the ability to hedge the impact of Sino-US trade war by expanding domestic demand.
Crude oil: Blatter broke through $80, hitting a new high since June 20 1 14.
Futures information
Metal energy: gold 268.55, up 0.32%; Copper 50540, up 0.72%; Rebar 4062, down 0.68%; Rubber 12490, down 0.04%; The PVC index was 6745, down 0.30%; Zheng Chun 33 17, down 0.45%; Shanghai Aluminum 14640, up 0.14%; Shanghai Nickel 105560, up by 0.47%; Iron ore was 499.5, up 0.50%; Coke 23 19.0, down 0.88%; Coking coal 1284.5, down 0.04%; Crude oil was 552.0, up 0.56%;
Agricultural products: soybean oil 5854, up 0.97%; Corn 186 1, down1.53%; Palm oil 47 14, up 0.47%; Cotton 16045, up by 0.09%; Zhengmai 255 1, down1.09%; White sugar 4977, up 0.63%; Apple 1 1846, down 3.30%;
Exchange rate: Euro/USD 1. 1766, up 0.16%; USD/RMB 6.8670, down 0.01%; USD/HK$ 7.8092, down 0.04%.
First, the new stock tips
No.
Second, the key recommendation
1, another rumor caused Shenzhen real estate stocks to plummet for two days, evaporating117.5 billion.
The real estate sector has been hit for two consecutive days. On the Mid-Autumn Festival Monday, A shares were closed and Hong Kong stocks opened, with real estate leading the decline. On Tuesday, A shares opened and Hong Kong stocks closed, and the real estate sector once again led the decline of A shares. The data shows that the A-share real estate sector evaporated by 665.438+63.8 billion yuan on Tuesday, and the market value of Hong Kong stocks evaporated by 63.6 billion Hong Kong dollars on Monday. In the past two days, the accumulated evaporation market value is about 654.38+0.10.75 billion yuan. On Monday, rumors about the clarification of the pre-sale system triggered a sharp drop in Hong Kong stock housing enterprises; On Tuesday, the news that Guangdong intends to cancel the pre-sale system continued to ferment, which once again became the cause of the sharp drop in A-share real estate stocks. It is particularly noteworthy that in Tuesday's property stock crash, real estate stocks in Shenzhen dropped significantly, with Ye Zhen, China Merchants Shekou and Vanke leading the decline. The rumors of Shenzhen municipality have actually become an important reason for the sharp decline.
Comments: The real estate stocks plunged, on the one hand, because the market did not really strengthen. Since Shenzhen became a municipality directly under the central government because of the rise caused by rumors, it naturally fell when rumors were clarified; On the other hand, under the action of various measures to curb the rise in housing prices, the weak property market is also the fundamental reason for the weak performance of real estate stocks.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
2. In August, the global shipment of KLOC-0/3 TV OEM reached 8.604 million units, up 6 1% year-on-year.
According to China Securities Network, the Monthly Shipment Analysis Report of Global TV Host Factory released by Qunzhi Consulting on 25th showed that the global shipment of 13 TV host factory was 8.604 million units in August, up 6. 1% year-on-year and 8. 1% quarter-on-quarter. Driven by the arrival of overseas peak season, especially with the arrival of North American shipping peak season, the demand of OEM market continued to grow in July and August after experiencing a substantial increase in the first half of the year.
Comments: The share price of color TV stocks has experienced a long decline. With the year-on-year and quarter-on-quarter growth of shipments, the stock price is expected to rebound.
(investment consultant? Jin Cai? Certificate number of registered investment consultant: S02606 1 1090020)
Third, the market review
1, market comments: the market is shrinking, and short-term shocks are still opportunities to increase positions.
On Tuesday, the market slightly adjusted and digested, and the Shanghai Composite Index closed at 278 1 point, down 0.58%. The GEM index closed at 1405, down 0.38%. The turnover between the two cities was 242.3 billion yuan, a sharp decrease of 79.2 billion yuan compared with last Friday. In terms of sector performance, only sectors such as agriculture, forestry, animal husbandry and fishery, aviation, petroleum, automobile and medicine closed slightly red, while most sectors closed green, and the weights of real estate, banks, securities and household appliances fell, dragging down the index. On Tuesday, the market opened lower and fluctuated slightly. After digesting last Friday's sharp rise, the trading volume of the two cities shrank sharply, indicating that the driving force for continuous chasing up was weakened, but the driving force for killing down was not great. This can be regarded as a normal short-term callback. Last weekend, the number of IPOs was reduced to 1, and the FTSE index will soon be included in the A-share market, sending a positive message. At the same time, China released a white paper on Sino-US trade friction, and the US stock market plummeted, which also brought some pressure to the market. The news that the pre-sale system of commercial housing may be cancelled has put pressure on the real estate sector. On the whole, market sentiment began to improve under the fine-tuning of policies, but as the National Day holiday approaches, the wait-and-see mood of funds will gradually heat up. It is unlikely that the market will continue to rise sharply, but it is expected that the stock market will start in hesitation. In operation, selecting excellent varieties, taking advantage of short-term opportunities to increase positions on dips, and the callback of finance, military industry, electricity and consumption white horse are still worthy of attention.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
2. Macro perspective: China's economy has the ability to hedge the impact of Sino-US trade war by expanding domestic demand.
State Councilor and Foreign Minister Wang Yi met with the National Committee on US-China Relations and u.s.-china business council in new york and had an in-depth exchange of views on Sino-US relations and Sino-US economic and trade cooperation. Wang Yi pointed out that China has always maintained that any problems between China and the United States can be solved through equal and frank dialogue. China has no intention of seeking a trade surplus, and is willing to solve the trade imbalance through consultation, but the dialogue should be based on equality and good faith, and it is impossible to conduct it under threat and pressure. According to the National Development and Reform Commission, the United States will further impose tariffs on goods worth $200 billion, which will have a direct and indirect impact on China's economy. Generally speaking, although the impact is inevitable, the risks are generally controllable, and China's economy is fully capable of hedging the impact by expanding domestic demand and promoting high-quality development.
Comments: In the face of Trump administration's tough trade attitude, the China administration did not compromise. Although the trade war will inevitably affect China's economy, the China government can hedge it by expanding domestic demand. In fact, the recent government tax cuts and the State Council's measures to support consumption show that the China administration has been striving to expand domestic demand, and the impact of the trade war will gradually be diluted by the market. In the third quarter, affected by the US tariff policy again at the end of the year, many export-oriented enterprises may increase their export share in the third quarter, and their performance may exceed expectations. Previously, investors' pessimistic expectations will be revised.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)
3. Crude oil: Blatter broke through $80, hitting a new high since June 20 1 14.
Recently, Brent crude oil approached 8 1 USD/barrel, hitting a new high since 201kloc-0/in 2004. At the same time, WTI crude oil futures continued to rise, approaching $72/barrel.
Investment Comments: Due to the unintentional increase in production by major oil-producing countries such as the Organization of Petroleum Exporting Countries and the continuous pressure of US sanctions against Iraq, the international oil price has been rising recently, and the US oil and oil distribution prices have hit a new high in the past four years. On September 27th, the Federal Reserve announced a high probability of raising interest rates for the third time this year. At that time, the US dollar index is expected to decline in stages, and the side will continue to boost oil prices. Investors can use the opportunity of adjustment to lay out relevant stocks in the oil industry chain.
(The investment consultant has registered the investment consultant certificate number: S02606 130900 15)