First, the United States can easily get chips!The United States continues to tighten controls on chip exports to China.
This news may be one of the reasons why semiconductors continue to ** on Monday. However, although the unreasonable suppression of the United States is unfavorable to domestic semiconductors in the short term and kills the premium, after the negative effect is realized, it will also stimulate the acceleration of our domestic substitution.
2. Transformation of urban villages.
Over the weekend, the PBOC and the HKMA agreed on the development of the housing rental market with a total of 17 important contents. Focus on the real estate services sector. There is also the transformation of urban villages in Shenzhen, involving about 40% of the city's construction area. The transformation of urban villages is definitely a major economic policy this year. Can this place drive the entire real estate industry?At present, the real estate inventory has not been digested, and the urban village will be renovated. In fact, inventories have increased. There is a small profit here. Factors can drive the real estate industry chain. But this does not constitute a material interest. State-owned enterprises may be better.
3. Many institutions are poised to issue incremental funds for A-shares, and positive signals are expected to continue to be released.
At present, the mood in the A** field is extremely panicked. Any little bit of news will cause the market to continue**. Don't believe this shouting and insistence. are all fake and will not affect the continuation of A-shares**. There is no incremental funding at all. There is nothing positive at all, there is no ** motivation at all, only endless recession.
Fourth, when the cold wave of liquor meets the "good start" at the beginning of the year: liquor companies have increased prices intensively, and prices have been upside down!
After the liquor industry experienced a "cold wave" last year, people believe that the price increase of Moutai can drive the ** of the liquor sector. As a result, the liquor continues to adjust, indicating that there is still a lot of uncertainty and lack of confidence in the future. Whether liquor can really get out of the predicament depends on the subsequent recovery of the consumer industry.
The content of today's article is very simple, because A-shares are also very simple and rude. This kind of ** will make all the friends who will rise sharply at the beginning of the year**A shares are heartbroken. His emotions were like falling into the Nine Shadows Ice Cave, colder than freezing.
On the second day of the Chinese New Year, I saw this wave of market trends, but I did not choose to leave. Instead, I made the pie bigger and have been holding A shares. The reason is also very simple. When faced with the big hurdle, reduce your actions and stick to a bright future. The result is definitely better than in and out!No one can *** what will happen to the end, but everyone knows that A-shares are now close to the bottom. Whether you can afford it or not will be directly related to your income when the sun is shining.