1. Pausing interest rate hikes won't save you!With the end of the U.S. interest rate decision, **remarks have stimulated the Asia-Pacific region and Europe and the United States**, but unfortunately A-shares are still "eating soil", the opening is the climax, and then the whole day *** cashed in the black Thursday curse. The United States paused interest rate hikes as scheduled and made it clear that it would cut interest rates next year, which directly detonated the U.S. stock market**, and at the same time, the local currency exchange rate rose by more than 500 basis points. In line with this, foreign capital has begun to flow back, although the amount is not large, but it is also a positive signal, and the exchange rate is conducive to the return of foreign capital to long A shares.
Second, the flow of funds of Evergrande Group is not a simple "squander", but a far-reaching capital chess game. In this game of chess, Xu Jiayin is just one of the chess pieces, and the real ** hands are those capital giants hidden behind the scenes. The capital predators represented by Liu Luanxiong are as keen as cheetahs, with insight into the market context, agile shuttle in the financial turmoil, and capture every opportunity to make profits. In the financial crisis of 2008, Evergrande was like a quagmire, and it was these capital giants who extended a "helping hand", but this was by no means gratuitous, and every time they made a move, they were paving the way for huge returns in the future. Their capital game not only affects the fate of Evergrande, but also quietly rewrites the future of countless shareholders and consumers.
3. The Shanghai Composite Index opened higher in early trading on Thursday due to the news that the Federal Reserve kept interest rates unchanged and the impact of external markets. Subsequently, the whole day was wide and downward, on the one hand, the weak ** under the high opening of the capital requirements, on the other hand, the social finance data was less than expected performance. The intraday gas and heating sector rose 153%, mainly due to natural gas*** and heavy snow and cold weather in the north. Commerce***101%, or the continuation of the integration of domestic and foreign trade policy is good.
Fourth, the Ministry of Industry and Information Technology said that it will take multiple measures to boost bulk consumption, expand new consumption, and increase investment in technological transformation and other fields. At present, new consumption is indeed a new concept, but it is nothing more than the use of intelligent robots in life, the use of smart cars and unmanned driving, but it is still in the innovation stage. Real estate development sluggish, local land finance scale shrinkage, therefore, to find the second largest economic subject is very important, mass consumption is currently mainly involved in automobile-related fields, technological transformation, this aspect is still relatively extensive, involving all walks of life, through the Internet of Things, cloud computing, blockchain and other technologies AI artificial intelligence, the use of big data, upgrading of various equipment, improve production capacity efficiency, accelerate economic development. It is good for the listed companies in the above industrial chains.