The national team re-ordered the slogan to save the city!The nine major news in the early hours of this morning were officially released (125）！
1. Foreign media: The United States issued a proposed new tax exemption rule for electric vehicles to restrict Chinese companies!
There are two main restrictions: one is that the subsidized enterprises cannot source battery materials from China, and the other is that the exempted enterprises cannot contain any critical minerals used for feOC extraction, pricing or **. This news has a negative impact on the new energy vehicle industry.
100 million yuan of funds into the market, the national team is heavily invested, and the ETF is soaring!
Lao Li also talked about this in detail in his article yesterday afternoon. This time, the main force of the national team** is still the CSI 300 ETF, the SSE 50 ETF and the Central Enterprise Technology ETF. Overall, the buying volume is not very large, but it is more of a boost to market sentiment.
3. Foreign media: The United States issued a proposed new rule on tax breaks for electric vehicles to restrict Chinese companies.
At present, in terms of new energy vehicles, the most competitive are the United States and China.
In the United States, only Tesla is the dominant brand. In China, it is indeed a hundred flowers blooming, and many brands are scrambling to be the first.
In terms of new energy vehicles, Chinese brands are constantly innovating and improving in terms of innovation, technology and market. A subversive war has been waged against the entire global new energy vehicle market.
Not only the United States, but also the European Union has introduced some relevant policies to boycott Chinese new energy vehicle companies. How about this?These extraordinary measures of yours belong to the normal business competition model.
In the short term, it will not pose a threat to China's new energy vehicle market, but in the long run, it will still have a certain impact.
In any case, the new energy vehicle market is not a good investment direction for ordinary people.
4. Are there any emerging infectious diseases?The latest research and judgment of the National Health Commission reminds you not to go to school sick!
Current epidemics of acute respiratory illness are all caused by known pathogens. In winter, the flu is common. Friends, you should also take precautions to avoid getting sick. Your body is the capital of the revolution. This news is a stimulus for the medical and Chinese medicine industries.
5. Giants step up the promotion of micro-short dramas, or promote healthy competition in the industry.
According to ** report, the reporter learned from people familiar with the matter that Kuaishou plans to cut off the commercial promotion and launch of third-party micro-short drama mini-programs in the near future, focusing on the development of the original micro-short drama ecosystem and business links based on Kuaishou mini-programs and Kuaishou internal links. This move will help strengthen the review and operation of the platform's own micro-short dramas. Previously, Douyin also tightened the qualification requirements for short drama advertising subjects.
Open Source ** believes that the micro-short drama industry driven by both supply and demand is still in a period of rapid growth. The standardized governance of the industry can promote healthy competition in the micro-short drama industry. Enterprises with advantages in qualifications, IP, content, and traffic may occupy a more advantageous position in the competition. It highlights that the industrial chain links such as copyright, production, implantation, distribution, and platform are expected to concentrate on leading enterprisesIn addition, going overseas and integrating with interactive games may become an important trend in the development of short dramas. It is recommended to continue to develop short dramas and interactive film and television games, and choose companies in the fields of film and television, games and marketing with IP, traffic, and first-mover advantages.
6. Hengtong shares: The chairman intends to repurchase the company's shares with 40 million yuan to 80 million yuan.
7. Apple's first-generation MR product VisionPro is about to be mass-produced!
The China chain industrial chain of A-share listed companies is expected to be boosted.
8. Musk: Access to Grok will be available to power users of the X platform around next week.
9. Aerospace Rainbow: The company's UAV military trade products do not compete much with small civilian modified UAVs.
This shows that the company's UAV military trade business is significantly separated from the civilian UAV business, and the company's main products are still UAVs.