1. Sino-US semiconductor giants reconcile!About a quarter of Micron's global revenue comes from China.
U.S. memory giant Micron Technology works to repair its relationship with the mainland, announcing it has settled with mainland rival Fujian Jinhua over a previously high-profile lawsuit for intellectual property theft. This is a good thing, but it's bad for the semiconductor market. Not much impact. The semiconductor sector has been in a row for a week**. Let's see if it will come out of an oversold state this week. Either way, we're going to continue to suck low this week.
Second, central banks around the world are "rushing for gold". Consumers are eager to buy**. Institutions will hit new highs next year.
In recent years, the global situation has been chaotic, and it is not good. Have a positive impact on **. Always the best hedging product. It will continue to be low price, *** optimistic, ** continues**.
First of all, with the issuance of more than 9 trillion yuan of local ** bonds this year coming to an end, some provinces have begun to prepare for bond issuance in 2024 to stabilize the economy and make up for the gap.
3. According to data from China Bond Information Network, Jiangsu, Hebei, Shanxi, Hainan and other places recently announced their local ** bond issuance plans for the first quarter of 2024, and the scale of bond issuance in the first quarter is expected to exceed 220 billion.
Anhui, Gansu, Ningxia and other places have set up 2024 and 2026 local ** bond guarantee teams to prepare for the issuance of bonds next year. Previously, the Ministry of Finance has made it clear that it will issue some new municipal debt in 2024 in advance this year, and the market generally expects this scale to exceed 2 trillion yuan.
There are plans to issue bonds at the end of each year. Provinces and cities are very active in issuing bonds, because money can be done only when there is money. The good news is blue-chip stocks such as infrastructure and water conservancy. When it bottomed out last Thursday, it was blue chips that pulled it. Let's take a look at the performance of blue chips today, and hopefully bring surprises!
Fourth, from the perspective of time, the market will enter the first period today.
Tuesday's direct and repeated trend has significantly increased the probability of bottoming. Today is expected to have a bottoming trend, from a spatial point of view, the SSE 50 has touched the frontier twice in a row. The monthly line is below the range, and it is currently approaching the 20-day pressure level. The Shanghai Composite also touched the lower band of the monthly line for the second time on Tuesday, which should be **. To make up for the decline, the CNI 2000 is approaching the lower end of the monthly line today, indicating that there is still room for upside. The above is basically in place. From a technical point of view, due to the large difference between the SSE 50 and the CNI 2000 in the long-term time division, it is difficult to form a resonance interface, but compared with the previous stage, the index does not fall, ** falls, once the CNI 2000 looks here, it is expected that at least ** will rise at a low level.