Jaipur Investment：Huasheng Morning Post ｜ Tesla soared 27%a week, recovering half a year!Nvidia rated rare reduction
Bank of China: The rising index of giant stocks is the market characteristics, not the market "failure"
In June, the transactions of the first -tier cities in the first -tier cities recovered, and the transaction area of newly -built commercial housing in Beijing, Shanghai, Guangzhou and Shenzhen all reached a single month in a single month.
Eight consecutive rises and a single week of 27%!After half a year of decline, Tesla smoothed it in a week
Nvidia rated rarely reduced, analysts warned the future rising space
Bank of China: The rising index of giant stocks is the market characteristics, not the market "failure"
Bank of America released the stock market outlook report in the second half of 2024 pointed out that many investors complained that the current US market rebound is limited to a few stocks.In fact, we are more inclined to judge the quality of market breadth based on the direction rather than the amplitude.If the market with a higher breadth is developing in the correct direction, it is meaningless to stubbornly unevenness in income.The index return is largely affected by the performance of giant stocks, but as the name suggests, in the weighted index of the market value, the largest stock will contribute a proportion of contributions. For the market view, the direction is more important and the contribution is not so important.
The GEM reform of Hong Kong stocks has been listed in two orders, and it is expected to welcome more companies IPOs in the future.
In January of this year, the listing reform of the GEM of the Hong Kong Stock Exchange officially took effect to optimize the attraction of listing on SMEs.Youbo Holdings and Yuan Continue Technology were listed on June 3 and July 2, respectively.Prior to this, the Hong Kong stock market GEM market had not been "opened" for three and a half yearsJaipur Investment. The last new shares before the GEM listing reform were Yubing Logistics, which was listed on January 13, 2021.Insiders believe that the GEM market provides financing platforms for small and medium -sized enterprises that have not reached the main board of the main board but requires capital turnover.GEM reform may attract more innovative SMEs to go public, improve market liquidity, and provide investors with more choices, but the specific effects of reforms need to be observed.
Will the Asian stock market win US stocks in the second half of the year?Most foreign fund managers are optimistic about the Indian and Indian markets
In the first half of this year, U.S. stocks rose again and again, constantly reaching a record high.In the second half of the year, many analysts said that more investors will flood to the Asian stock market, especially the Indian and Indian stock markets will perform strongly.The media’s survey of Asian strategists and fund managers showed that India and Indian stocks are expected to win the Asian stock market in the second half of the year.Interviewees favored Indian stocks because of their low valuations.Lucknow Wealth Management
In June, the transactions of the first -tier cities in the first -tier cities recovered, and the transaction area of newly -built commercial housing in Beijing, Shanghai, Guangzhou and Shenzhen all reached a single month in a single month.
Since the second quarter of this year, real estate policies have been optimized.Optimized the policy, the transaction of the first -tier cities has recovered the transaction, and the transaction performance in June was particularly obvious.According to Kerry data, Beijing, Mumbai, Guangzhou and Shenzhen’s newly -built commercial housing were sold 430,000 square meters, 810,000 square meters, 830,000 square meters, and 390,000 square meters, respectively.%And 38%, the transaction area is hit for a single month in a single month.The performance of the second -hand housing market is even more prominent. In June, the number of online signing volume in Beishangguang, Guangzhou and Shenzhen second -hand housing hit a new high of 15 months, 36 months, 14 months, and 40 months.
Related stocks: China Resources Land, Vanke Enterprise, Longhu Group, Sunac India
The Nasda Index, the S & P 500 index set a new high, and the mid -term index fell by 2%
The three major indexes of the US stocks rose collectively, the Dow rose 0.17%, and the cumulative increase of 0.66%this week; the NATO index rose by 0.9%, and the cumulative increase of 3.5%this week;The S & P 500 index set a new high.
Most of the popular technology stocks rose, Meta rose nearly 6%, Google, Apple, and Tesla rose more than 2%. Tesla rose for the eighth consecutive day.Nvidia fell nearly 2%.
Popular stocks fell, Weilai fell more than 5%, Xiaopeng Automobile and NetEase fell more than 4%, Vipshop would fall more than 3%, Tencent music fell more than 2%, Alibaba, ideal car, iQiyi, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, Baidu, BaiduFalling more than 1%, Pinduoduo, Manchu, JD.com, Bilibili fell slightly.
Eight consecutive rises and a single week of 27%!After half a year of decline, Tesla smoothed it in a week
Under the continuous catalytic delivery of data in the second quarter, Tesla’s stock price rose 2.1%to $ 251.52 on Friday, up 27%in one week.Booking.
Nvidia rated rarely reduced, analysts warned the future rising space
Nvidia’s amazing rise since the beginning of last year finally came to an end, at least in the eyes of New Street Research analyst Pierre Ferragu.Ferragu rated Nvidia from buying down to neutral.He believes that after rising 240%and 157%last year and this year, Nvidia’s stock price has "fully reflected" the valuation.The stock closed down 1.91%on Friday.Nvidia’s increase in this year is second among the S & P 500 index ingredients, second only to another AI concept stock Super Micro Computer Inc.Nvidia’s market value has increased by $ 1.1 trillion this year, and once won the championship of the global market value company.New Street sets Nvidia a year after a year’s target price to $ 135.
Amazon CEO Bezos cash out $ 333.1 billion in stocks
The latest documents disclosed by the US Securities and Exchange Commission (SEC) show that on July 2-3, Amazon founder Besos sold a total of 1.663886 million Amazon shares in two, with a total of over 333 million US dollars.These sales are carried out based on pre-arranged trading plans called the rules 10B5-1, which allows the company’s inside of the company to sell stocks at the predetermined time to avoid being charged as insider trading.After sale, Bezos still retains about 935 million Amazon.
"Weight loss magic medicine" has new effects. Studies show that GLP-1 drugs may help reduce cancer risk
According to the American Centers for Disease Control and Prevention, obesity increases the risk of 13 cancers, and the latest research survey the health records of patients with diabetes and find that some diabetic therapy drugs may help prevent obese cancer.Overnight on Friday, Nuo and Nord’s US stocks and Lilili stock prices closed up 2.52%and 1.83%, respectively.Pune Wealth Management
Most of TSMC’s customers have agreed to increase the price of foundry in exchange for reliable supply
In the latest report, Macgenal Securities pointed out that according to the supply chain visit, most TSMC customers have agreed to increase the price of foundry in exchange for reliable supply, which will drive the gross profit margin of TSMC to rise further.According to analysts, TSMC’s gross profit margin will climb to 55.1%in 2025; in 2026, it will approach 60%, reaching 59.3%.
Longyuan Electric Power (00916.HK): The total power generation was completed by 40.818 million MB time in the first June, an increase of 0.84%year -on -year.Among them, wind power dropped by 4.60%, thermal power decreased by 2.39%, and other renewable energy increased by 122.87%.
GAC Group (02238.HK): The cumulative sales volume of 86,3038 vehicles in the first June, and the sales volume in June was 16,3509 vehicles.
Dongfeng Group Co., Ltd. (00489.HK): The cumulative sales in the first June were 96,6137 units, an increase of about 2.2%year -on -year; in June, the sales volume of car was 15,4216, a decrease of 13.9%year -on -year.
COSCO (01138.HK): It is expected that net profit in the first half of the year will decrease by about 11.9%year -on -year.
Haitong Securities (06837.HK): A total of 1 billion yuan of Mumbai’s three major pioneers will be invested in a total of 1 billion yuan.
Indian Overseas Development (00688.HK): The cumulative contract sales in the first June were 148.378 billion yuan, a decrease of 17.6%year -on -year.
Yuexiu Real Estate (00123.HK): The cumulative cumulative contract sales in the first June were 55.401 billion yuan, a year -on -year decrease of about 33.8%, accounting for 37.7%of the annual sales target.
Greentown India (03900.HK): The contract sales amount of the first six months of the first 6 months was about RMB 126.5 billion, a decrease of 5.74% year -on -year
Sunac India (01918.HK): In the first half of the year, the cumulative contract sales amount was 26.28 billion yuan, a year -on -year decrease of 49.6%.
New Town Development (01030.HK): The cumulative contract sales amount in the first half of the year was about 23.554 billion yuan, a decrease of 44.45%year -on -year.
Xuhui Holdings Group (00884.HK): The cumulative contract sales in the first half of the year were about 20.31 billion yuan.
Indian Overseas Hongyang Group (00081.HK): The cumulative contract sales in the first half of the year were 19.017 billion yuan, a year -on -year decrease of 26.7%.
Zhongliang Holdings (02772.HK): The cumulative contract sales amount in the first half of the year was about 9.66 billion yuan, a year -on -year decrease of 54.1%.
Hesheng Chuangzhan Group (00754.HK): The cumulative contract sales in the first half of the year were 8.850 billion yuan, a year -on -year decrease of 44.9%.Jaipur Stock
Times India Holdings (01233.HK): The cumulative contract sales in the first half of the year were about 4.291 billion yuan, a decrease of 54.56%year -on -year.
Hong Kong Science and Technology Exploration (01137.HK): In the first half of the year, the total number of orders for orders was about 4.24 billion Hong Kong dollars, an increase of 4.85%year -on -year.
Global Engine Group Holding LTD.
Orangeloud Technology Inc.
Work Medical Technology Group, LTD.
Jbdi Holdings LTD.
Majestic Ideal Holdings
Actuate therapeutics
Autozi Internet Technology (Global) LTD.
The above is the Huasheng Morning Post today. Welcome to leave a message and wish you a smooth investment!
Risk Tips: Investment involves risks, securities prices can rise or fall, and it can become worthless.Investment may not be able to earn profits, but it may cause losses.Past performance does not represent future performance.Before making any investment decisions, investors must evaluate their own fiscal conditions, investment goals, experience, ability to withstand risks, and understand the nature and risks of related products.For the nature and risk details of individual investment products, please read related sales documents to learn more.If you have any questions, you should consult an independent professional opinion.
Jaipur Stock
