1.Hi Da Pu Ben!Crazy Reinbred Miracle Day!Tears in my eyes!Believe in the fortune of the country!
Today, several major stock indexes, including the Beijing Stock Exchange 50, are all **, and the ChiNext index has risen by 385 percentage points!A long drought is a rain!
The downward trend line of the Shanghai Composite Index was broken, the golden cross of the system reversed, and the 60 line stood firm for the first time in a month··· For this kind of trend, let's set a small target of 3050 first.
Many friends must be looking for good things everywhere;Don't look for it, there isn't.
Some people attribute the good news to yesterday's statement by the China Securities Regulatory Commission on restricted stock lending, which is not enough (it belongs to the old news emphasis);
Some people attribute the good news to the sharp rise in the yuanIn fact, on the 13th, the yuan rose even more, but it did not perform at all.
2.As I said before, if you want to stabilize, there are two possibilities, the top voice of 724 is supported, or the window guides big funds;Now it seems that it is the latter, and the evidence is:
First of all, the BSE 50 continued to rise today, and the seesaw effect that had been maintained during this period of time failed.
Secondly, today's core assets such as liquor, China Duty Free, and banks are all rising.
In the end, which direction was favorable before, and the funds only speculated on the corner of the garbage micro-cap stocks, today is different, and there are many leading companies in the top BC batteries and solid-state batteries.
Core assets, industry leaders, these asset types that have not performed seriously for several months, have moved.
And this, first of all, requires strong funding, which is certainly not **. Secondly, assets with low valuation, high cash flow and high revenue certainty are the favorite of insurance capital.
Finally, everyone is saying that the new energy industry has reached the freezing point, but no one knows what the reversal day is. But!Three years is enough!!Under the new regulations, the assessment of insurance income is exactly three years
To sum up, the insurance capital has finally started, and this position**, under the most pessimistic expectations, is not likely to lose money in the next three years.
3.Before, I told you about the reversal expectations of the production capacity cycle of two industries: consumer electronics memory chips and pork, these two directions are still promising.
Special note: the growth rate is fast enough, and the position is low enough, and you can never have both;In addition, the logic of the reversal of the industrial cycle is not achieved overnight, and we must do a good job in the allocation of funds, not easy stud.
4.The direction of the silver coupon ground protection, the current cost performance is very high, there was ** before, if the price difference is large enough, you can play some bullets out.
5.In the international financial market, the mainstream is now to trade the US dollar**. The previous *** can also be explained by the need for hedging in the Palestinian-Israeli situation.
Now even copper has risen, and it is clear that the global market is now starting to follow a cycle of US interest rate cuts, the euro has just hit a five-month high, and the yuan is soaring. At present, the only thing to be raised is almost only **.
If the two large economies of China and the United States can achieve good growth in 2024, the boost to oil prices will be huge.
6.The U.S. Department of Commerce will investigate the procurement of traditional Chinese chips in key industries. Translated, some military departments have purchased low-end chips from China, which makes the United States feel in danger.
This has a certain negative effect on China's semiconductor industry, but it should be a matter of one day, so don't worry too much.
7.The much-anticipated Xiaomi car conference was finally held today,I didn't finish reading it,I only watched the part that interacts with the mobile phone,I'm personally quite satisfied。
This sense of technology made me decide to change the electric car in five years.
However, Xiaomi cars are still incompatible with Apple's ecology, and they can only use Apple's carplay, which used to be very leading, but is now difficult to use.
Xiaomi has used the performance of mobile phones in cars, and it is said that the performance indicators of its self-developed super motor have surpassed that of Porsche Taycan and Tesla Modle S.
In the era of electric cars, in fact, it is already a competition between operating systems and software, and mobile phone manufacturers have a great advantage in this regard, and the feeling of seamless connection between mobile phones and cars is really cool.
That's why Huawei wants to enter this track, Apple wants to build cars, and even NIO has released mobile phones. I even think that as the market matures, the tendency of loyal users of mobile phones to choose what brand of car will be stronger.
If a car can make Mercedes-Benz luxury and have a seamless interactive experience with Apple's system, it is simply perfect.
The above views are personal and not investment advice;Please refer to it with caution and thanks for reading.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to any person.