1. Moody's shorts Big Finance!What do you want to do when you downgrade the ratings of 8 major banks in China?
Moody's really played big this time!Downgrade China's sovereign rating, Hong Kong and Macau, and the rating outlook of some well-known Chinese companies and local platforms in one goIt also downgraded the outlook of eight major Chinese banks to "negative" from "stable".
According to the Financial Associated Press, the eight banks include major policy banks and large state-owned banks. I want to say that Moody's seems to have been premeditated. The timing comes at a time when expectations of a rate cut in the United States are growing. And as soon as it was shot, it was a big deal. According to experience, it is impossible to rate a country at all levels in half a year. It's hard to believe that Moody's doesn't have ideas.
2. U.S. Secretary of Commerce Gina Raimondo recently said at the annual defense forum that China poses a major threat to the United States, and called for measures to restrict China's access to semiconductors and cutting-edge technologies.
It's a blockade again, it depends on whether semiconductor technology can stand up the backbone, and domestic substitution will rise.
3. The price limit of lithium carbonate ** contract is adjusted to 10%, and the margin standard for speculative transactions is adjusted to 12%.
The impact on current lithium prices is almost negligible.
Fourth, this region issued the first autonomous driving demonstration application license.
The Gansu Provincial Department of Transportation, the Gansu Provincial Department of Industry and Information Technology, and the Gansu Provincial Public Security Department jointly issued Gansu's first autonomous driving demonstration application license, and announced Gansu's first autonomous driving passenger transport demonstration application road and freight demonstration application road. This marks the official launch of the demonstration application of autonomous driving in Gansu, and the intelligent networked vehicle industry has entered a "new stage of demonstration application with cities and regions as the carrier".
Fifth, Apple's MR is expected to promote the industry to break through the bottleneck of 10 million units.
The agency pointed out that Apple is about to sell the first generation of MR products Apple Vision Pro globally, compared with the previous equipment, Apple MR has made significant breakthroughs in display image quality, human-computer interaction, environmental perception and spatial computing developer platform, etc., and the innovation of Apple's MR new products in hardware and software will be expected to promote the MR industry to break through the sales bottleneck of 10 million units.