IPO "quick-frozen" status!The five major news in the early hours of this morning officially hit (1211）！
First, the A** field is obviously overwhelmed, our A-shares are the world's first in terms of financing amount almost every year, but the A-shares in the global financial market rank first and last this year, so the IPO is to be suspended, let the secondary market recuperate, A-share shareholders are rare enough, 200 million shareholders are tired enough.
Now, IPOs have suddenly entered a state of "quick freezing" since September and October. Of the three newly accepted by the Beijing Stock Exchange, the Beijing Stock Exchange 50 has risen sharply recently, and some new stocks have turned to the Beijing Stock Exchange. In any case, the main board new shares have been suspended, which is good news, the number of new stock IPOs has decreased, and A-shares are expected to stabilize and reverse at the end of the year. It's a good thing for the a** field.
Second, the negative news is still concentrated at the data level, and the CPI in November fell by 0 year-on-year5%, has been negative growth for two consecutive months, judging from the social finance data, the release of water has not stopped, but the consumption side has not improved at all, which is very fatal. The good news is that if you look at the economic work arrangement, it will be a bit difficult to cut interest rates in the rest of this year, and it will be interesting to see if there is a possibility of a RRR cut
Third, due to the latest employment and consumer confidence data in the United States, the U.S. stock market continues to be the best, and the U.S. data is good, but the domestic ** always likes to say that people lack stamina, and I don't know whether it is because they can't eat grapes and say that grapes are sour, or what other reasons. In the view of straight men, no matter what, people's systems are better than ours and relatively fair, and our A-shares need to work governance if they want to copy the long-term bull trend of U.S. stocks.
Fourth, artificial intelligence is undoubtedly the most important main line of A-shares this year, and AI has also evolved from the last wave of underlying communication and computing power to the direction of this wave of leading the rise to the application side, multimodal models have promoted the outbreak of AI across the board, and the development of AI has also made the public cloud business volume skyrocket, but the life of cloud enterprises is not easy, and they can only rely on the best war to attract customers, but the life of enterprises on the application side will be slightly better, and then you can pay more attention to AI application-related enterprises.
Fifth, the village is ready to continue to reduce the transaction commission rate of the public offering, as well as the above to crack down on illegal and criminal activities, arresting more than 50 people involved in the case with an amount of more than 9 billion. This is a set of combination punches, the fee reduction action is good for A-shares in the long term, as for the crackdown on the short is a warning and deterrent, this week it will be up to the "hedging team" to listen to it.