1. Foreign investors don't want to short China!Moody's, the international credit rating agency, has abruptly downgraded China's sovereign credit rating, using vicious tactics to make China's rating negative. At the same time, Hong Kong and Macao are not spared. 26 ** financing platforms, 8 major Chinese banks including Agricultural Bank of China, China Development Bank, Bank of China, ICBC, 18 Chinese companies including Tencent and Alibaba, 4 state-owned enterprises have a rating outlook, and all 30 companies are included in the downgrade review list!As of December 8, more than 110 Chinese-funded enterprises have been affected, and the scope is currently expanding. There is no doubt that the mastermind behind Moody's move is inseparable from the United States. The conspiracy of the United States is to suppress China's economy, sing down China's economy, and reach the final stage of financial warfare.
In short, the assessment of debt risk by international credit rating agencies is directly related to the issue of international concessional lending from developing countries. A few days ago, the bloodbath of A-shares, in fact, China's real estate industry was suppressed by the United States. At present, the global economic structure is changing dramatically, or the global structure is fragmented, and there is still a possibility of decoupling from globalization. And this big change will not be a short-term trend, which is a very negative sign.
Second, China Eastern Airlines received the third C919, China's large aircraft finally began to increase, this is a very exciting news, China has the opportunity to sit on an equal footing with Europe and the United States in civil aviation, because as long as the domestic aircraft can fly stably, sales will continue to rise, then the cost performance will be highlighted. Once the stability of large aircraft can be guaranteed, this business can not only save China's foreign exchange expenditure, but also increase a large amount of exports.
Third, PIKA out of the circle ignited the "wealth tide" of AI ** shares, the secondary market "boss father" continued to stage capital runaway, A shares are so strange, listed companies have constantly clarified that they have nothing to do with PIKA, the capital market still came to 6 boards, if you count the highest point on Friday, it was 7 boards, 42% of the day's change of hands, this kind of eating is a bit too ugly, it is obvious that there is market manipulation, as long as it is resolutely investigated, there will definitely be problems.
4. Changshu Housing and Urban-Rural Development Bureau: Under the current situation, it is not appropriate to allow price reductions. Because if the price of real estate companies is not reduced, the house will not be sold, and the enterprise will face the situation of interruption of the amount of funds, which will cause unfinished work and arrears of project payments, and the harm to society will be greater. In the current economic downturn, only when the price of houses is reduced can there be sales, and only when it is reduced to the range that the people can afford, can the real estate industry develop healthily.
The highlight of Friday is that the trading volume has been enlarged, with 960 billion transactions in the two cities, which is the largest volume in recent times. However, the problem is that the volume does not rise, which belongs to stagflation, which often means that the current market selling pressure is still very heavy. Next week, if we can continue to increase the volume, and at the same time the heavyweight stocks can be maintained, there is still something to look forward to, otherwise we still have to pay attention to the risks.