First, there may be a small ** at the end of the year and the beginning of the year, and the goal is to return to 3000 points. To put it bluntly, this time is mainly to repair technical indicators, and in mid-January, this will die down again, because the New Year is coming in February, and institutions will generally run away in advance.
Second, after the Spring Festival to hold a "meeting", if the ** is still around 3000 points, then the "meeting" will pay attention to it, will introduce relevant policies. Therefore, there will be a relatively large ** after the meeting, whether it is a "bull market" is not known, but this is the biggest opportunity in the first half of next year.
3. The General Administration of Publication responds to the "Draft of the New Regulations": it aims to promote the prosperity and healthy development of the industry.
The draft of the new game regulations led to a huge earthquake in the game sector last Friday, and then the relevant departments stated that they would take care of the industry and the market, and the draft would be revised after listening to opinions. As market confidence is still fragile, there was actually some overreaction last Friday. Combined with the statement of the General Administration of Publication after hours, it is estimated that the relevant sentiment will be repaired after today's opening.
Fourth, Tesla's energy storage super factory settled in Shanghai.
Tesla announced that it has signed a land transfer contract with the Shanghai Lingang New Area Management Committee for Tesla's Shanghai Energy Storage Gigafactory project. The new plant is scheduled to start construction in the first quarter of 2024 and start production in the fourth quarter. The initial plan is to produce 10,000 commercial energy storage batteries per year, with an energy storage scale of nearly 40GWh. Energy storage is becoming one of the company's most profitable and promising businesses. Tesla said that at present, the energy and services segment has contributed more than $500 million in quarterly profits to the company.
Judging from the current layout of Tesla's energy storage products, the focus is on the factories in California and Shanghai, which basically have 40GW of production capacity each. The expansion of energy storage is expected to drive the rise of related industrial chain companies, such as Tuopu Group, Xusheng Co., Ltd., Sanhua Intelligent Control, etc., which are all grown up in this way, especially Tuopu Group, which is deeply bound to Tesla, and has become a 100 billion market value enterprise in less than three years. New energy has been falling endlessly for almost a year, and many of them have actually entered a state of over-falling.
For today's a**field**, I think the market will open slightly low, and there will be a very narrow ** structure, because everyone's wait-and-see sentiment is getting stronger and stronger, mainly because the negative factors continue to be released. At this time, it is difficult for the hot sector to refocus in a short period of time. It seems that in the hot plate some time ago, the negative news is constantly being released. Therefore, I think the probability of a big rise and fall in the A** field today is relatively low, and the shrinkage ** is what I want to see the most.
I need to be honest with all the brothers here, I think that now the A** field has really reached a very good opportunity, I can even say: it is the biggest opportunity in the last three years, because all the industries have entered the freezing point, the ** has also entered the freezing point, and the cyclical has reached the freezing point. This means that there will be a bottom, and there will be a bottom. And now there is just a lack of a starting point to stimulate the enthusiasm of the whole people to go long and the whole people to go long.