Dongzi Securities Big Data Research Report on Public Opinion

Release date

October 23, 2024 at 9:25 AM

The DongZi Securities Sentiment Big Data Indicator (I) &mdash Overseas Chinese Securities
【 Daily Buy-Side Comprehensive Index for Overseas Chinese Securities】
International investors are full of confidence in the overseas Chinese securities market
DongZi Securities October 23, 2024 9:30:00 AM
Today, DongZi Securities released the &ldquo Daily Buy-Side Comprehensive Index for Overseas Chinese Securities&rdquo at 66.8, up 13.5% from the previous day. The index has risen to a relatively high level, indicating that international investors are full of confidence in the Chinese economy and the overseas Chinese securities market.
James Wang, a strategist at UBS Group, said that the next quarter or so will be a crucial period to observe the subsequent policy direction of the Chinese government, especially the upcoming National People&rsquo s Congress. He stressed that investors generally believe that there are more structural investment opportunities in overseas Chinese securities markets, such as Hong Kong, which are expected to bring stable returns to investors.
Wang Yuan, a China strategist at Alpine Macro, also has confidence in policy makers. He pointed out that China&rsquo s business cycle is currently improving gradually under the latest growth drive, so they will continue to increase their holdings of Chinese stocks to seize market opportunities.
In addition, UBS Group has raised its forecast for China&rsquo s economic growth in 2025 from 4% to 4.5%. This adjustment is based on the combined consideration of the better-than-expected economic expansion in the third quarter and the monetary, fiscal, and real estate stimulus measures taken by Beijing. These measures effectively promoted economic recovery and growth, providing strong support for future market trends.
Ken Cheung, chief foreign exchange strategist at Mizuho Bank, expressed optimism about the exchange rate trend of the renminbi. He pointed out that the data has confirmed that the risk of the renminbi depreciating has eased after the Fed&rsquo s policy adjustment. At the same time, the appreciation of the renminbi is also supported by actual foreign exchange settlement flows, which makes investors more optimistic about the future trend of

The Index Explained: Dongzi Securities &ldquo Overseas China Securities &mdash Daily Bullish Sentiment Index&rdquo is the world&rsquo s first index that monitors the daily bullish sentiment of the Chinese stock market globally. The index is based on the daily comments of the world&rsquo s top media on China&rsquo s politics, economy, diplomacy, and stock market, and uses big data algorithms to derive the optimism and pessimism values for the Chinese stock market. The higher the value, the stronger the willingness to buy Chinese stocks.
Dongzi Securities Big Data Indicators (Part 2)
[Overseas China Securities &mdash Daily News Sentiment Index]
Neutral News Sentiment for the Overseas China Securities Market
Dongzi Securities October 23, 2024 9:30:00 AM
Today, the Singapore FTSE China A50-Daily News Sentiment Index and the Hong Kong Stock Exchange-Daily News Sentiment Index both recorded positive values, reaching 0.03 and 0.1, respectively, presenting a neutral outlook for the market.
From the news perspective, the report released by the Financial Research Institute of the Chinese Academy of Social Sciences on the evening of October 22 became the focus of market attention. The report suggested issuing 200 billion yuan in special bonds to support the establishment of a stock market stabilization fund. This suggestion was seen as an official hint, indicating that future policy-level support for the stock market may be forthcoming. In addition, the National Development and Reform Commission (NDRC) also released two important pieces of news after the market closed. First, in 2025, the issuance of long-term special bonds will continue, and the allocation of funds will be further optimized, which will help stabilize market expectations and boost investor confidence. Second, it was revealed that nearly half of the incremental policies had been implemented, and a

Figure 2: Dongzi Securities &ldquo China Hong Kong Stock Market &mdash Daily News Sentiment Index&rdquo

The data source: Dongzi Securities &ldquo China Hong Kong Stock Exchange &mdash Daily News Sentiment Index&rdquo uses big data technology to collect news reports about China Hong Kong stocks from 100 global media outlets every day. It evaluates the attributes and influence of all related news articles, and finally calculates the daily news score through the Dongzi Securities News Sentiment Model. This reveals the positive or negative attributes of news information on the Hong Kong stock market.

Index explanation: The higher the Dongzi Securities &ldquo China Hong Kong Stock Exchange &mdash Daily News Sentiment Index&rdquo value, the greater the positive impact on the stock market, and vice versa. A value below -1 is considered negative, a value between -1 and 1 is neutral, and a value above 1 is considered positive.

Dongzi Securities Sentiment Big Data Indicator (III)
[Overseas Chinese Securities &mdash Daily Institutional Sentiment Index]
Overseas Chinese securities market bullish sentiment has improved
Dongzi Securities 2024&ndash 10&ndash 23 9:30:00
Today, the &ldquo Singapore FTSE China A50 &mdash Daily Institutional Sentiment Index&rdquo is 60.1, up 3.5% from yesterday, with a relatively good bullish sentiment in the market. The stable fluctuation of the index and trading volume has maintained the short-term sentiment.
At the same time, the &ldquo China Hong Kong Stock Exchange &mdash Daily Institutional Sentiment Index&rdquo has also shown a significant upward trend, up 28%, and finally closed at 56.8. This significant increase not only reflects the relatively optimistic investor sentiment towards the Hong Kong stock market, but also indicates that the Hong Kong stock market may be about to gain new upward momentum.
International investment banks have raised their forecasts for China&rsquo s economic growth, injecting a new impetus into the bull market. These banks generally believe that China&rsquo s economy, driven by multiple policy benefits and market demand, is expected to achieve more stable growth. In addition, the good performance reports of leading blue-chip stocks have further strengthened investors&rsquo optimistic sentiment about the prospects of corporate profits. These positive factors work together to make the bullish sentiment in the market even stronger.
In summary, the double rise of the Singapore FT

✭ Data Source: Dongzi Securities &ldquo Singapore FTSE China A50 &mdash Daily Institutional Sentiment Index&rdquo uses big data technology to collect nearly 100 articles and research reports on FTSE China A50 analysis from 100 international investment banks and 100 international financial media every day. Then, it processes the data through relevant software to extract keywords, analyze the bullish and bearish attributes of keywords, and obtain the distribution ratio of bullish and bearish forces in the FTSE A50 stock market on the same day.

✭ Index Explanation: The larger the Dongzi Securities &ldquo Singapore FTSE China A50 &mdash Daily Institutional Sentiment Index&rdquo value, the higher the investment banks&rsquo bullish sentiment towards the stock market, and vice versa. An index value below 48 indicates a bearish outlook, an index value between 48 and 52 indicates a neutral outlook, and an index value above 52 indicates a bullish outlook.
Figure 2: Dongzi Securities &ldquo China Hong Kong Stock &mdash Daily Institutional Sentiment Index&rdquo

✭ Data Source: The Daily Institutional Sentiment Index for China&rsquo s Hong Kong Stocks from Dongzi Securities uses big data technology to collect nearly 200 articles and research reports on China&rsquo s Hong Kong stocks from 100 international investment banks and 100 international financial media outlets every day. The data is then processed through relevant software to extract keywords, analyze the bullish and bearish attributes of the keywords, and determine the distribution of bullish and bearish forces in the Hong Kong stock market on that day.

✭ Index Explanation: The higher the Dongzi Securities &ldquo Daily Institutional Sentiment Index for China&rsquo s Hong Kong Stocks&rdquo is, the greater the investors&rsquo bullish sentiment towards the stock market. Conversely, the lower the index is. An index value below 48 indicates a bearish outlook, a range of 48 to 52 indicates neutral sentiment, and an index value above 52 indicates a bullish outlook.
Dongzi Securities Big Data Indicator (IV)
【 Overseas Chinese Securities &mdash Pre-Market Forecast for the Day】
Overseas Chinese Securities Market to Remain Strongly Volatile Today
Dongzi Securities 2024&ndash 10&ndash 23 9:30:00
Today, it is expected that the FTSE China A50 Index will exhibit a strong volatile trend today.
It is also expected that the Hong Kong Hang Seng Index will exhibit a strong volatile trend today.
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Figure 1: Dongzi Securities &ldquo FTSE China A50 Index Trend Forecast&rdquo

Figure 2: Dongzi Securities &ldquo Predicted Trend of Hong Kong Hang Seng Index&rdquo

The current Hong Kong stock market is still in a consolidation stage.

Figure 2: Dongzi Securities &ldquo Long-term Smart Live Trading of FTSE China A50 Index in Singapore&rdquo Performance Chart

Figure 3: Dongzi Securities &ldquo Hong Kong Hang Seng Index Midline Smart Live Trading&rdquo

Figure 4: Dongzi Securities &ldquo Hong Kong Hang Seng Index Mid-term Smart Live Trading&rdquo Performance Chart

The East Securities Mid-term Smart Live Trading is a smart trading model that guides trading operations based on East Securities&rsquo &ldquo Overseas Chinese Securities &mdash Daily Long-only Comprehensive Index&rdquo , East Securities&rsquo &ldquo Overseas Chinese Securities &mdash Daily News Sentiment Index&rdquo , and East Securities&rsquo &ldquo Overseas Chinese Securities &mdash Daily Institutional Sentiment Index&rdquo , through big data weighted calculation to derive mid-term buy and sell trading signals, and then follows the signals to conduct trading operations.