Sino-Singapore Jingwei, November 4th. On November 4th, the three major indexes collectively opened higher.
The Shanghai Composite Index rose 0.21% to 3,505.89 points, the Shenzhen Component Index rose 0.50% to 14,440.22 points, and the ChiNext Index rose 0.73% to 3,351.30 points.
Sectors such as Meta Universe, Smart Speakers, and HIT Battery led the two cities, and sectors such as coal mining and processing, coal concepts, and China Shipbuilding Department were the top decliners.
Source: Wind
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1946:1455. The two stocks had a daily limit of 8 and a limit of 3.
As of November 3, the margin of margin trading in Shanghai and Shenzhen stocks was 1.84 trillion yuan.
The balance of financing on the day was 1.69 trillion yuan, a decrease of 2.95 billion yuan from the previous trading day; the balance of securities lending that day was 146.753 billion yuan, a decrease of 1.480 billion yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Nanling Minbang (9.97%), Mould Technology (9.96%), Guoguang Electric (10.02%), Sega Technology (10.01%),
The limit-down stocks are as follows: Yushun Electronics (-9.98%).
In the early morning of the 4th Beijing time, the Federal Reserve announced that it will launch the Taper in November to reduce the size of monthly asset purchases by US$15 billion.
According to the analysis of CITIC Securities, the Fed’s Taper has officially opened and will end in the middle of next year. The pace is in line with expectations, and the impact on the market may be relatively limited. The overall meeting is neutral.
It is expected that after the implementation of Taper, the focus of the market will shift to raising interest rates next year. It is expected that the Fed will raise interest rates in the fourth quarter of next year instead of the middle of next year as expected by the market.
Huaxin Securities believes that the process of repairing all-A profitability has entered an inflection point. In addition, the US taper has already landed, and the global low interest rate environment is relatively difficult to sustain, and growth stocks will experience significant valuation downward pressure.
Therefore, for the defense in the fourth quarter, the short-term market is continuously adjusted or expected to rebound, but it is dominated by shocks.
(Zhongxin Jingwei APP)
(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)