Hello everyone! The weekend news is on the warm side! Such as:Overseas speeches from eagles to doves,Rate hike expectations have cooledState-owned super money will be shot again and so on,In particular, U.S. Treasury yields fell sharply, from 4 previously7 to 42。That wouldIncrease liquidity around the world** next week。Monday markets are highly likelyWill give a positive response.
Cars are national economicPillar industriesIn the case of sluggish consumption in the real estate industry chain, automobiles have become an important starting point for stimulating consumption, especiallyHuawei Auto, Xiaomi AutoetcElectrification and intelligenceRapid development not only drives the rapid development of the economy, but also has the possibility of overtaking in corners, and then receives financial attention and becomes a successionHuawei and the media sector are another dazzling star.
Northbound funding is inFriday was a net seller of 499.7 billion. But it's inOn Friday, the net **auto industry chain**, such as Changan Automobile (49.3 billion), BYD (13.3 billion), Weichai Power (32.4 billion), JAC (1300 million) and so on. Visible, they areVery optimistic about the future prospects of the auto sector!
Indeed, the automotive sectorRecently, it is good to accumulate and ferment frequently. On the 25th, Changan Automobile and Huawei signed the "Memorandum of Investment Cooperation" in Shenzhen, the minutes of Changan Automobile's first meeting, and the upcoming new energy vehicle operation safety performance inspection standardsRaise awareness of the automotive sector.
Next week, thoughThe CPI and PPI data for November will be released。The market expects the year-on-year growth rate of CPI to narrow slightly to -0 in November1%；It is expected that the year-on-year growth rate of PPI in November may expand to -28%。
Generally speaking, when the CPI is **, the price **, and the stock price will also be **. When there is a large increase in PPI, it means that the operating costs of enterprises will increase, which will squeeze profit margins, which will reduce the investment value of listed companies, and then reduce investor confidence, which will then lead to an adjustment in stock prices.
Finally, the market as a wholeThe atmosphere of going long is gradually getting better, and the Chinese word prefix and AI applications are strengthening in the afternoon, in the overlayThe weekend news was warm, and overseas markets rose sharply over the weekendand so on, I personally thinkNext week is expected to usher in a phased ** opportunity.