This morning, the big financial sector suddenly broke out, and bank stocks showed the strongest trend. By midday, the Shanghai Composite Index was up 0.39%, the Shenzhen Composite Index was down 0.35%, and the Growth Enterprise Market Index was down 0.89%. The net inflow of northbound funds was 3.389 billion yuan. The FTSE A50 index rose more than 1%.

Great changes have taken place in the financial industry.

This morning, banks, insurance, securities and other major financial sectors have risen.

The banking sector, known as the "ballast stone" in the market, rose significantly, with the daily limit of Qingdao Bank. Hong Kong stock Qingdao Bank rose 58% in intraday trading, while Zheshang Bank, Harbin Bank, Bohai Bank and other stocks rose sharply.

165438+1The the State Council Standing Committee held on October 22nd proposed that policies and measures to stabilize the economy should be fully implemented and achieved practical results. One of the measures is to "use monetary policy tools such as RRR to cut interest rates in a timely and appropriate manner to maintain reasonable and sufficient liquidity".

Founder Securities said that statistically, the average time interval from the Sino-US talks and "RRR cut" to the announcement of RRR cut by the central bank was 4.2 natural days. Therefore, the probability of subsequent central bank RRR interest rate cuts is high, and the time interval will not be too long.

Chinese prefix stocks rose

This morning, the Chinese prefix stocks rose again, and many stocks such as China Kechuan and China Publishing had daily limit.

Guosen Securities said that the valuation directly reflects the market recognition of listed companies. In the process of "practicing internal strength" and "strengthening public awareness" of state-owned enterprises, investors are expected to further understand the intrinsic value of state-owned enterprises. There is still room for improvement in the valuation center of state-owned listed companies, especially those in emerging industries.

CITIC Securities said that central enterprises mainly involve major strategic entities related to the national economy and people's livelihood, such as petroleum and petrochemical, electric power, transportation, steel, coal, communications, military industry and real estate industry chain. They play an important role in China's economy. They are not only the main targets of marketization, but also the vanguard of a series of reforms.

The real estate sector set off a wave of daily limit.

This morning, some real estate stocks had daily limit.

Statistics recently disclosed by banks show that the scale of financial support for housing enterprises by six state-owned banks, including Industrial and Commercial Bank of China, China Construction Bank, Bank of China, Agricultural Bank, Bank of Communications and Postal Savings Bank, has exceeded one trillion yuan.

Chuancai Securities said that the rescue efforts of private enterprises have gradually increased. Looking forward to 2023, under the main tone of "staying and not speculating", the housing enterprises' reconciliation policy will still focus on supporting the steady development of real estate and increasing the liquidity support for high-quality housing enterprises. It is suggested to pay attention to central enterprises and head private enterprises with financing advantages and focusing on high-energy city business.

"Blue Code" on Hunan Health Code

This morning, "Blue Code" rushed to the top of the hot search list in Weibo.

It is reported that on the morning of the 25th, someone sent a circle of friends and said, "I have turned blue!" And attach a photo of the blue health code to attract people's attention. According to the Hunan Provincial Center for Disease Control and Prevention, within five days from the date of arrival in Hunan, the "Hunan Resident Health Code" will be given a blue code (except the red and yellow code), and a pop-up window will prompt "those who have entered (returned to) Hunan within five days". Normal work, medical treatment, children going to school, taking public transportation, etc. It is not affected, and all localities shall not restrict it. Please do not go to catering services, shopping centers (including department stores), shopping malls, supermarkets, farmers' markets, beauty salons, foot baths, indoor fitness, song and dance entertainment, amusement halls, Internet cafes, bars, secret rooms, chess rooms and other public places.

Saudi Arabia rewards each player with a Rolls Royce.

In the recent World Cup, Saudi Arabia unexpectedly defeated Argentina. According to media reports, the Crown Prince of Saudi Arabia will reward each Saudi player with a RollsRoycePhantomSeries2, and the bicycle price is equivalent to RMB 7 million. User comments: "Hey" is inhuman.

The theme strategy of the eight major brokers: the current real estate sector is still the starting point for valuation repair, and real estate stocks should be optimistic!