In other words, the rise of Hong Kong stocks has a certain relationship with US stocks. Last night, the Dow Jones index performed well in the first half, but there was an amazing dive in the second half, which not only erased all the previous consolidation gains, but also closed down by 375 points, a decrease of 1.34%. Why did the US stock market suddenly dive?
Generally speaking, the diving of US stocks is mostly related to some unexpected news, just like the continuous rebound of US stocks these days. At first, everyone was worried about Mr. Chuan's illness, but as the news changed, everyone gradually stopped worrying and the US stock market began to return to normal.
In fact, there is another important factor to stimulate the rebound of US stocks, that is, the chairman of the Federal Reserve said that the US economic outlook is still uncertain and the economic expansion is not complete, which actually indicates that there will be economic stimulus in the future. It was in this expectation that the market rebounded sharply, but this idea was rejected by General Chuan, who was discharged from the hospital. He directly rejected the stimulus plan and asked the delegates to stop negotiations, saying that everything would wait until the end of the presidential election. Obviously, General Chuan is full of confidence in his re-election and wants to do a good job.
It is precisely because of this uncertainty that the US stock market suddenly plunged in the middle of the night, but this is only a short-term behavior. Looking at the overall trend of the US stock market, it is still on the rise and has not been damaged. The biggest difference between the trend of US stocks and A-shares is that they can fall or rise, which means that the resilience after diving is very strong, and the flexibility of A-share market at this point is just disappointing.
Judging from the trend of US stocks and Hong Kong stocks in recent days, although it is not shocking, it has already pointed out a clear opportunity for the sector. For example, whether it is Hong Kong stocks or US stocks, the overall rebound of new energy and technology is relatively strong. In fact, I have pointed out the opportunities of new energy many times before. The scope of new energy is very wide, mainly including two aspects, one is new energy, the other is new energy vehicles, and the new energy is mainly photovoltaic industry. At present, the industry seems to have reached an inflection point. In the third quarter, some industry leaders have seen substantial growth. In fact, for the whole industry, I think there will still be great achievements in the future, and the current valuation level is still at the bottom stage. In fact, everyone has seen the relevant data of new energy vehicles. Now it's not just Tesla's brand effect. Just look at the competition of new energy vehicles in China. The data we saw before is that the Wuling Hong Guang New Energy Vehicle of SAIC-GM sold 6.5438+0.5 million vehicles in August alone, and Xpeng Motors is also very popular. I generally think that the explosion trend of new energy vehicles in the future has been formed, and it depends on whether we can get out of the blowout market.
There is a set of data that you must pay attention to. The epidemic in Europe is serious enough. In the second quarter, the sales of traditional cars dropped by nearly 50%, while the sales of new energy vehicles increased by 200%. In July, the sales volume of new energy vehicles in Germany and Italy increased by more than 40% compared with that in June, up by 200% year-on-year.
The rapid growth of new energy vehicles in Europe has greatly promoted some leading domestic enterprises. I think you should pay attention to the report in the third quarter, which will also greatly stimulate the domestic data, so pay attention to the opportunities of new energy vehicles in the fourth quarter.
At the same time, technology and medicine have been greatly adjusted. Before the holiday, the changes in technology stocks of Hong Kong stocks and US stocks will play a positive role in stimulating domestic technology and medicine in the fourth quarter.
This article represents Chunyi's personal views and does not constitute operational suggestions for anyone. The stocks mentioned in this article are only case analysis, not personal recommendation, or for discussion, not tips or guidance operated by anyone. All the profits and losses arising from this have nothing to do with me. Need to be reminded that the accuracy and completeness of the information involved in this article are not guaranteed, and the stock market is risky. Please be careful when entering the market.