news

fireline opportunity, in-depth quick review! hello everyone, i am xiao caishen~

although there are only three trading days this week, the global capital market is extremely lively.

first of all, the long-awaited interest rate cut by the federal reserve. on september 18, local time in the united states, the federal reserve announced a 50 basis point interest rate cut. boosted by this news, a-shares rebounded sharply on thursday, especially consumer stocks performed better.

however, citic securities pointed out that this round of interest rate cuts by the federal reserve is more likely to be a precautionary cut, and the impact of the us economic downturn on china may be relatively weak, so the domestic fundamentals in the future will mainly focus on internal factors.

immediately afterwards, on friday, the september lpr data was released, and the 1-year and 5-year interest rates remained unchanged.

this news seemed to have poured cold water on the market, and the market adjusted during friday's trading session. however, near the end of the trading session, many csi 300 etfs increased their trading volume significantly, like a warm current, pushing the shanghai index to turn positive. in terms of trading volume, the shanghai and shenzhen stock markets broke the 500 billion yuan mark for two consecutive trading days.

there are many hardships at the bottom. in the context of repeated market fluctuations, the venture capital concept and hongmeng concept sectors carefully sorted out by the huoxian express review team have become the highlights of the market with the power of event-driven. let's review it for you below.

venture capital: hongye futures, the highest increase in two days was 21.7%

the state council executive meeting held on september 18 pointed out that it is necessary to consolidate the institutional foundation for the healthy development of venture capital, implement key measures for capital market reform, improve the functions of the capital market, and further stimulate the vitality of the venture capital market.

the venture capital industry is undergoing an important transformation period. with the continuous release of policy dividends and the continuous optimization of the market environment, the venture capital industry is growing at an unprecedented rate, contributing to the cultivation of more world-class unicorn companies and the promotion of high-quality economic development.

this conference is a huge boon to the venture capital industry. the fireline quick comment team immediately sorted out the investment logic and related companies of the venture capital concept sector and released the information before the market opened on september 19.

among them, hongye futures and datang telecom achieved the highest increase of 21.7% and 9.96% respectively in the two days after the information was released, which performed well.

huawei hongmeng: runhe software, the highest increase in 3 days is 15%

huawei's hongmeng concept has been repeatedly hyped by the market in recent years.

the 9th huawei connect conference was held in shanghai from september 19 to 21. at the 2024 china international fair for trade in services forum held recently, chen xinxin, general manager of huawei's hongmeng industry solutions, revealed that huawei's "pure-blooded" hongmeng system harmonyos next, which is fully independently developed, natively secure, and natively intelligent, will be officially released at the end of september this year.

hualong securities stated that huawei's hongmeng ecosystem is in the acceleration stage. as of june, the number of hongmeng ecosystem devices has exceeded 900 million, there are more than 2.54 million harmonyos developers, and more than 5,000 commonly used applications have all started hongmeng native application development, of which more than 1,500 have been completed and put on the shelves.

driven by hot events and with brokerage institutions optimistic about the growth potential of the hongmeng ecosystem, the fireline express team quickly sorted out the investment logic and related stocks of the hongmeng concept sector, and released the information before the opening of the market on september 18, the day before the huawei all connected conference.

among them, runhe software and neusoft power continued to rise in the three days after the information was released, with the highest increases of 15% and 12.4% respectively.

there are thousands of financial events, but only a few are valuable. according to historical review, before and after the fed cut interest rates, a-shares outperformed emerging markets most of the time, and there is a strong allocation value.

so, how can investors accurately capture the "real gold" in the hot sectors in the unpredictable market? welcome to follow "fireline quick comments", which may provide you with some topics and opportunities worth thinking about.

by following the steps below, all users will unlock one great news article every day for free.

step 2: open the app, click "personal customization" on the homepage, find and enter the "hotline quick review" column.

step 3: in the "hotline quick comments" column, select an information article that you are interested in, click the "read full text" button, and then confirm to read the full text.

finally, if you have any questions about the "fireline quick review" product, please contact xiao caishen to solve it~

fireline opportunity, in-depth review! i am the little god of wealth, see you next week~

(daoda little god of wealth)

the content of this article is for reference only and is not used as a basis for investment. if you enter the market based on this content, you will do so at your own risk.

daily economic news