1. As the supply of the entire new energy vehicle market is greater than the demand, especially the upstream lithium carbonate continues, the market's expectations for new energy vehicles and batteries continue to be sluggish.
Monday can be said to be another amplification of this expectation. CATL fell 4% intraday, resulting in a direct **1 for new energy vehicles8%。Generally speaking, when new energy vehicles are the first, CATL must have fallen a lot. Similarly, the ChiNext index cannot escape. The ChiNext index has suffered such a negative impact. Intraday**1% and hit an all-time high. It hit a new low in nearly three years.
Second, Zhongzhi shares announced that the company plans to issue 100% of the shares of Changhe Aircraft Industry (Group) Harbin Aircraft Industry Group and raise matching funds.
This is a typical reorganization of the military-industrial complex. The purchase of high-quality assets, the establishment of professional production lines, increase production capacity, expand the scale of production, efficiency and level have been greatly improved.
This news can also be seen as another step forward in the restructuring and reform of state-owned enterprises, and it also means that the restructuring of military enterprises has begun. Therefore, the concept of reorganization and restructuring of the state-owned military industry may make a comeback.
3. NIO announced a strategic equity investment in CYVN, with a total cash investment of US$2.2 billion.
This CYVN is actually a well-known and high-quality investment institution based in Abu Dhabi. NIO's ability to obtain investment from the father of this investor shows that its financing ability is indeed impeccable. But the problem is that the new energy vehicle sector as a whole is very weak, and no amount of good news seems to be able to stimulate the stabilization of the sector, which is really a headache.
In the past few days, with the end of interest rate hikes in Laos and the United States, many countries have hit new highs. Even if it doesn't hit a new high, it's already a good year;Just like Mao, who is constantly contradictory, the overall increase this year is more than 10%;Not to mention the little curry next door, ** all hit an all-time high. Look at our big A, the news is good, the data is good, but it's been ** all year long. Many white horse stocks fell by more than 60%, and some even fell by as much as 80%. This level of decline is no less than a big bear market;But look at our economy, is it really that bad?Isn't the growth rate of the past decade enough to offset this year's slowdown?Of course I'm not. Big A's performance is definitely not an economic issue.
4. Guan Qingyou: At present, it is not easy for A-shares to maintain 3,000 points.
This is the view he recently expressed, indicating that this issue should be viewed objectively and calmly. Judging from the longitudinal comparison of the current global economic environment, this 3,000 points may be more satisfactory for the main funds of institutions. However, China's nearly 200 million shareholders have been deeply affected by these 3,000 points in the past two years and have not enjoyed the dividends of capital market growth.
Fifth, last week I will **have **the second half of the week**. Unfortunately, I was very disappointed. The ** organized last Thursday and Friday was suppressed and destroyed in a matter of minutes. Although the decline is not large, the performance of ** is indeed very disgusting. I was helpless, but I could only passively accept the facts.
Since I'm already full here, I'll be patient and wait. I will not easily move my position to do the reverse T, of course, if you have funds in hand, you can continue to invest in index ETFs at a low price or trade sideways at the bottom for a long time. Piece.