1.U.S. asset managers are bullish on A-shares and are actively launching China-themed ETFs. New York-based Jinrui** recently said in an interview that the current investment opportunities in A-shares are hard to ignore, and they are actively deploying and launching more ETF products based on the Chinese theme.
It is expected that foreign institutional investors are bullish on A-shares, which is likely to be the valuation level of the A** market, which is at a low level compared with the U.S. market and other emerging markets, and there is a lot of room for upside. Taking the current CSI 300 index as an example, the price-earnings ratio is only 12 times, and the S&P of US stocks is 24 times.
2.Artificial intelligence has been very strong in recent times, with frequent changes in the sector, and two good things about artificial intelligence, good 1, requiring central enterprises to accelerate the layout and development of the artificial intelligence industry. On the positive 2, Nvidia announced its fourth-quarter results. Nvidia's revenue and profit have reached record records for three consecutive quarters, and revenue for the full fiscal year 2024 has increased by 126%. Recently, technology stocks have continued to climb, and the artificial intelligence sector has also risen sharply to lead the trend of the two markets, making **Although the long and short divergence, some sectors still remain in a long pattern.
It is believed that the development of artificial intelligence is the future trend, and there are applications in many fields, and the central enterprises have accelerated the layout and development of the artificial intelligence industry to have a positive impact on the industry.
3.In the near future, iron ore has continued to be high, demand has been neutral, and inventories have accumulated rapidly. However, the futures price selectively ignored the bearish before the holiday, maintained a strong ** at a high level, and consumed the bears' patience. Finally, on the first day after the holiday, the commodity market chose to cash in on the fundamentals, and ** fell. On the disk, the main iron ore 2405 has been the first for three consecutive trading days. The lower target may be to the 830 line, and the upper pressure is around 922. Pay close attention to intraday changes when operating.
4.At present, many banks are intensively cutting deposit rates, ranging from 10 to 60 basis points. Banks in Jilin, Guangxi and other places have recently issued intensive announcements on deposit interest rate adjustments, reducing deposit interest rates for one-year, three-year and five-year periods, ranging from 10 basis points to 60 basis points.
Today's performance continues to be strong, the increase is also very considerable, from the year ago to the present, Zhongnan shares, Zhonggong Hi-Tech limit, PetroChina has risen by more than 5%, and the increase in the head of the word is more than 5%.