CITIC Securities is optimistic about the inflection point!The four major news in the early hours of

Mondo Finance Updated on 2024-01-31

1. The National Bureau of Statistics monitored 50 major production data in 9 categories on the 24th, showing that in mid-December, 29 kinds of products decreased compared with the first half of December, 19 kinds of products, and 2 kinds of cotton and pork remained unchanged.

This news is likely to lead to a higher December CPI than in November**. A moderate rise in the CPI index is beneficial to the national economy and is conducive to preventing economic deflation. Moderate inflation will also be positive for the A** field.

2. China's second Huawei is suppressed by the United States: American utility Duke Energy announced the removal of large batteries produced by CATL from the Marine Corps camp in Lejeune, North Carolina.

The specific reasons for the decision have not been made public, but CATL said the accusation was false and misleading. CATL emphasizes that its products are "passive" devices that have no communication interface and do not collect, ** or share data. The company also said its energy storage products have passed a rigorous safety assurance review. However, Duke's move has had some impact on CATL's business in the United States.

CATL chose to cooperate with Ford to build a factory in the United States, but it became the target of the United States to suppress Chinese companies. U.S. politicians accused CATL of being involved in *** problems and launched a thorough investigation. In addition, Ford's sudden default also put enormous pressure on CATL. The reason why Ford cooperated with CATL was mainly because of its technological leadership and influence on the domestic market.

3. On the 24th, the National Bureau of Statistics monitored 50 important means of production in 9 categories.

As of mid-December, 29 products** decreased compared with the first half of December**, 19 products**, 2 products** were flat, and cotton and pork ** maintained a stable increase month-on-month. This news is likely to lead to a higher December CPI than in November**. A moderate rise in the CPI index is beneficial to the national economy and is conducive to preventing economic deflation. Moderate inflation will also be positive for the A** field.

Fourth, CITIC is optimistic about turning losses into profits!CITIC**: The inflection point of the market and confidence is coming, and the middle of January next year will be a critical moment.

Historically, the 100 largest public offerings have all made significant positive gains in the last five trading days of the past four years, and the current history suggests that the market liquidation may be close to completion. CITIC** believes that it can focus on the technology and pharmaceutical sectors that have declined sharply in the early stage, including computing power AI chips, intelligent driving, data elements, satellite Internet, humanoid robots and overseas innovative drugs. CITIC is considered to be a big short seller in the A** market and may also be actively bullish on the market now. Maybe the spring of A-shares is coming.

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