![Weekly Financial Summary 2023-02-20]( "Weekly Financial Summary 2023-02-20")
Financial attention► CITIC Securities: Since February, the small-cap growth index has increased significantly, and the theme hype is high. In the environment of increasing external risk disturbance, the market mentality is unstable and prominent, and the market is overreacted to the disturbance. The market still continues the thinking inertia of the black swan environment last year. With the expected restructuring and upgrading of the fundamentals, the external disturbance will not constitute a substantial impact, and investors will regain consensus, Short-term fluctuations provide a good opportunity to adjust and increase positions. It is recommended to continue to stick to the growth depression and improve the allocation priority of semiconductor and information and innovation sectors.Macroeconomics1. Ministry of Foreign Affairs: On February 18, Wang Yi, member of the Political Bureau of the CPC Central Committee and director of the Office of the Central Foreign Affairs Working Commi...
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![Weekly Financial Summary 2023-02-27]( "Weekly Financial Summary 2023-02-27")
Financial attention► China Housing Market: At present, only 30 of the 450 small cities have an average price of more than 10000 yuan, accounting for only 6.7%, and 93.3% of the small cities have a price of less than 10000 yuan. From the perspective of regional distribution, small cities with house prices of more than 10000 are mainly distributed in Zhejiang, Jiangsu, Fujian, Hainan and other places, among which Wanning City in Hainan ranks first.► Huaxing Capital: The company has been trying to contact and confirm the situation of Mr. Bao Fan. The Board of Directors has learned that Mr. Bao is currently cooperating with the relevant Chinese authorities in the investigation. The Board of Directors reiterated that the current business and operation of the Group remained normal. If any Chinese authorities require the Company to cooperate according to law, the Company will cooperate with such investigation.► Cailian News Agency: Among Korean women aged 20-34, only 4% think marriage and chi...
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Financial attention► 2023 government work report: current development faces many difficulties and challenges. The uncertainty of the external environment is increasing, global inflation is still at a high level, the growth momentum of the world economy and trade is weakening, and external repression is rising. The foundation for stabilizing and improving domestic economic growth needs to be consolidated. The lack of demand is still a prominent contradiction. The expectations of private investment and private enterprises are unstable. There are many difficulties for small, medium-sized and micro enterprises and individual businesses. The task of stabilizing employment is arduous. Some grass-roots fiscal revenue and expenditure conflicts are large.► Global Times: In 2023, China's defense budget is about 1553.7 billion yuan, an increase of 7.2% year on year, an increase of 0.1% over last year, and a single-digit increase for eight consecutive years. Experts said that with the need for...
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Financial attention► GF Securities: Chinese shares have experienced the first stage of 'risk premium downward' valuation since November last year, and the valuation has been adjusted to close to the historical average level. Both A shares and Hong Kong shares need to wait for the 'confirmation of the data of ebb and flow'. The economic growth target of the two sessions has lowered the expectation of 'strong reality'. However, the low expected CPI and the unexpected social finance data make the market still tangled, A clearer clue to China's policies and profits needs to wait for the 'April decision'.► Financial breakfast: hot spots keep coming out, track what you want to hear. Silicon Valley Bank has become the second largest bank to fail in the history of the United States. What was the beginning and end of the event? How should the US banking industry respond to this crisis? The market expects the Federal Reserve to turn its policy accordingly? How...
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Financial attention► WHO: It is expected that COVID-19 will no longer be listed as a public health emergency of international concern this year. The situation in the world is certainly much better now than at any time during the pandemic. For the first time in the past four weeks, the number of deaths reported per week is lower than when the term 'pandemic' was first used three years ago.► ECB Managing Director Holtzman: Inflation is more stubborn than expected, and most people believe that more interest rate hikes are needed. It is expected that there will be several more interest rate hikes, and they are worried that the ECB's peak interest rate will be higher than 4%.Macroeconomics1. Vice Minister of Finance Xia Xiande: In order to implement the expected economic growth target of around 5%, proactive fiscal policies will increase efficiency. First, the intensity of fiscal expenditure has increased. In 2023, the national general public budget spending arrangement will rea...
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Financial attentionHan Wenxiu, Deputy Director of the China Finance Office, said that the Chinese economy is a powerful propeller and stable anchor for the recovery and development of the world economy. Over the past 10 years, China's average contribution to world economic growth has exceeded 30%. In addition, there are currently no significant inflationary or deflationary pressures. Monetary policy has greater leeway, and China's economic and financial stability will provide a positive spillover effect for the volatile international financial market.► People's Daily: In recent years, with the continuous improvement of digital infrastructure construction and the acceleration of commercial applications, the development of the artificial intelligence industry has entered the 'fast lane'. According to the latest data released by the China Academy of Information and Communications, the scale of China's artificial intelligence core industry will reach 508 billion yua...
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