1.Just like the story of "the wolf is coming", many investors don't feel much about today's surge, anyway, I am like that.
The CES Consumer Electronics Show in the United States, JD.com and Huawei officially announced their cooperation, and Xpeng Flying Cars announced mass production schedules.
Today's big rise in the direction of big technology seems reasonable, but the market suddenly goes to a big V, and it seems that the evidence is not enough.
Regarding the concept of Hongmeng, the speculation is that Huawei and JD cooperate to develop applications, and to put it bluntly, it is the Hongmeng version of JD APP.
This matter and the matter of Xiaopeng flying car, in fact, the market was expected before, and it was not a sudden big benefit.
Judging from the outside news, the call option positions of Chinese assets in the external market have risen sharply, and the rumors of China's interest rate cut continue to ferment, which may be the reason for the big ** in the afternoon.
The question is whether the role of interest rate cuts can be recognized by the market at this point in time, and it may be necessary to observe more.
Some friends may want to say that the agency can't take advantage of the one-day shipment in such a position, right?
In fact, when the market is extremely sluggish, there are no trend opportunities, and they can't rely on news speculation to play big swings, they will also do T and make short differences.
For example, after a series of operations, the final result is to sell first and then buy, as long as the selling price is higher than the ** price, in fact, the transaction is considered successful, regardless of the floating loss.
A lot of ** can't figure this account. What's more, the cost of the institution is often very far from the conjecture. Therefore, I always feel that today's ** seems to be a bit of a trap.
The market may still have a continuous warming period of two or three days, but we can only use a larger range to judge this large-scale reversal, such as the index fully recovering the 60-day line:
2.A few days ago, I mentioned to you that the central bank restarted PSL, and in the past two days, there has been a new policy in the real estate field: the central bank has made a special loan of 100 billion yuan to allow enterprises to borrow money to buy houses and rent them out after decoration.
It seems that this is to encourage renting and not to buy houses, but the reality is that the central bank directly helps solve the problem of unfinished buildings and urban investment bonds.
It is said that many cities are in a hurry to grab this pilot place.
Regarding PSL, Li Bei's roundabout explanation actually clarifies the essence:
Speaking of which, this is not a major benefit of real estate, at most it is a day trip**, or not very strong.
What everyone values should be the above attitude towards real estate and the position of real estate in the economy...
From this point of view, the current **real estate** (except for first-line developers) should have a repair logic.
3.After the market, the above document was issued, by 2027, the proportion of new energy vehicles in the new cars will strive to reach 45%, and the old diesel locomotives will be basically eliminated.
The strength of this statement is still very strong, and the timing and goals proposed are also a bit beyond expectations, ** the market may have some reactions.
4.Tonight, the United States will release CPI data for December, with a previous value of 31, the market expectation is 32。
Many market participants are worried that this data is about to cause a storm, but several previous data, and even the Federal Reserve's direct statement, have not suppressed the rally of U.S. stocks, and even the overbought Nvidia has hit a new high.
I don't think it will have much impact this time. If it falls, you can rest assured that you can do addition.
5.Let's talk about industry gossip: In the past December 2023, there were 7 public offerings** with 1 subscribers, and this 1 was still purchased by ** company
Many people don't know each other and only look at the money-making effect. Are they in this state now, and the incremental funds are coming? The stock funds are fighting, and they are still playing the old tricks of changing places with one shot.
Anyway, the index is still below 3000, even if a small bull market comes, there will be a lot of time to lay out, don't worry.
The above views are personal opinions and not investment advice; Please refer to it with caution and thanks for reading.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to any person.