A-share evening hotspots | Six departments issue heavy documents! Promoting the entry of mid-to-long term funds into the market, rural revitalization welcomes top-notch catalysts

date
22/01/2025
avatar
GMT Eight
024ETF4600ETFETF 300ETF500ETF300ETFAt the end of June 2024, Central Huijin held 21 funds, with a total of 2232.06 billion shares of listed funds and a total fund market value of 5721.88 billion yuan. Compared with the end of 2023, the fund market value held by Central Huijin increased by 4609.96 billion yuan.7. Trump announced on February 1st the imposition of a 25% tariff on Chinese goods, the Ministry of Foreign Affairs responded On January 22nd, Foreign Ministry spokesperson Mao Ning hosted a regular press conference. A reporter asked, "US President Trump stated that as early as February 1st, there will be a 25% tariff imposed on Chinese exports to the US, what is China's response to this?" Mao Ning stated: "Regarding this issue, we have repeatedly stated China's position. We always believe that trade wars and tariff wars have no winners, and China always firmly defends national interests." In addition, the following news is also worth paying attention to: 8. Announcement: The State Council Information Office will hold a press conference on January 23 to introduce the efforts to promote the entry of long-term funds into the market and promote the high-quality development of the capital market. 9. CEO of the world's largest sovereign fund: Now is the time to sell US technology stocks and buy Chinese. 10. Social Security Fund: Actively play the role of long-term funds and patient capital to help the stable operation of the capital market. 11. The first batch of 12 Sci-Tech Innovation Index ETFs have officially been approved, with each having a limit of 20 billion yuan. In terms of negative news, the following points are worth noting: 1. "Crypto Circle" celebrates: US SEC establishes cryptocurrency working group, led by "Crypto Mom" On Tuesday, US President Trump announced the establishment of a cryptocurrency-focused working group by the US Securities and Exchange Commission (SEC). The leader of this group is "Crypto Mom" Hester Peirce, who has long been admired by the "Crypto Circle". This marks a significant change in the Federal agency's attitude towards cryptocurrency. 2. How should tariffs be viewed? Deutsche Bank: The market underestimated the risks on the first day, April 1st is a key point Deutsche Bank analysis suggests that the Presidential memorandum provides more executive power for implementing tariffs, and the Trump administration seems to be intentionally creating uncertainty, so the market should not be too complacent. April 1st will be an important time point, as the memorandum instructs certain departments and agencies to conduct specific reviews and publish reports before this date, which could be a catalyst for new tariff proposals. 3. $500 billion "Stargate"? Musk: OpenAI does not have enough money, SoftBank's financing guarantee is less than $100 billion After President Trump announced the "Stargate" project overnight, OpenAI officially claimed credit for the project, stating that the initial $100 billion investment will be deployed immediately. Musk commented that "they actually don't have the money" and "SoftBank's financing guarantee is far below $100 billion". Other users also doubt the huge investment amount and production capacity needed for the project. Overall, there are many investment opportunities to consider, such as Siasun Robot&Automation's humanoid robotics technology.Net profit increased from 42.2 billion yuan to 46.3 billion yuan in 2024, a year-on-year increase of approximately 55% to 70%.7. Shanghai Fosun Pharmaceutical: Plans to repurchase company shares worth 300 million to 600 million yuan Negative announcements 1. Shenzhen King Explorer Science And Technology Corporation: The company's stock price has risen significantly in the short term, may have a risk of falling after the large short-term increase 2. Zhejiang Fulai New Material: The company's flexible sensor project has not generated any income or profit so far 3. Shijiazhuang ChangShan BeiMing Technology: Expected loss of 580 million to 700 million yuan in 2024 4. Chengdu Lihang Technology: Expected annual loss in 2024, may face risk of delisting warning 5. Jiangsu Huifeng Bio Agriculture: Expected net loss of 150 million to 180 million yuan in 2024, may face risk of delisting warning 6. Gospell Digital Technology: The company's stock trading may face delisting warning This article is reprinted from "Tencent Stock Selection", GMTEight Editor: Li Fo.

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