First, the benefits of Chinese chips are huge!The industry is starting to recover.
Micron Technology said that it has reached a global settlement agreement with Fujian Jinhua Integrated Circuit. A Micron spokesperson said in an email that "the two companies will ignore each other's complaints globally and end all litigation between the parties," but declined to provide more information or details. The market is weak. In addition, the gaming sector has been negative for A-shares recently. It definitely won't be that easy. However, semiconductors have been going on for a week, and we are starting to sell semiconductors at low prices and wait.
Second, I am more optimistic about the artificial intelligence index on Monday as a whole, and finally closed up 038%。
For the last three months, the AI has been oscillating with the bottom box, and after the recent adjustment, the AI is now very close to the bottom edge of the box and is likely to fall below the edge of the bottom box. Low box.
Judging from past trends, AI has been fully adapted, has huge growth potential, and is also highly resilient, and whenever the market stabilizes, the AI industry will see a more rapid recovery. While most of the industrial sector is currently at a low level, the layout should bring a strong** and better returns.
3. In terms of news, the country issued the "Three-Year Action Plan for Building a World-class Business Environment in the Guangdong-Hong Kong-Macao Greater Bay Area".
The company said it would study further removing or relaxing restrictions on Hong Kong and Macao investors' qualifications, shareholding ratios and industry access, and incorporate relevant liberalisation measures into the Closer Economic Partnership Arrangement (CEPA). Exchanges between the Mainland, Hong Kong and Macao are implemented within this framework.
At present, the main objects of opening up are Hong Kong and Macao, and in the future, we hope to expand to the West and gradually expand opening up. Why should we take it one step at a time instead of opening it all at once?No, because once it is opened, foreign capital will come in and occupy a good position, and then all the children and grandchildren will have to work for foreign capital.
Fourth, as the end of the year is approaching and this week is the New Year's Day holiday, whenever A-shares face a holiday, the market's risk aversion will increase.
After all, some people will consider some uncertain factors during the holidays. , so the trading volume here is likely to increase. Shrinkage will naturally reduce the maneuverable space, so it is difficult to operate at this time. It's better to wait and see and keep a steady attitude.
In general, it is better to wait and see than act blindly at this time. It's better to miss a white candlestick or two and wait for the market to stabilize than to try your luck. After all, it would be much easier to look back at the process.