Today, several major indices have finally made some progress after continuing to hit related new lows. I hope that this new low is really probed to the end, and Big A can be lost from now on.
From the perspective of plates, there are new sectors rising today, which is the big communication category, such as software, IT equipment, and Internet communication. In fact, it is not a good thing that the hot spot conversion is too fast, especially in a ** channel, investors lack confidence in the future, and they will be quite cautious when they shoot.
Of course, another deep-seated reason for the fast conversion of hot spots is likely to be that the selling pressure is too great now, and if you pull a 10%, the whole market will be eager to pour all the chips to you. Therefore, the main force can't be pulled, so it can only go to each plate to light a fire, and whether it can rise or not is up to fate.
Therefore, although people's hearts are rising, it is quite difficult to restore confidence after a long time and a large amplitude. Recently, many investors have seen that as long as the company issues the initiation, the final issuance result is that there is only one subscriber, and the only subscriber is the issuer itself. I probably took a look, the initiation ** is really miserable, not to mention that there is only one holder, and the total amount raised is pitiful, the least one I have seen is only more than 9 million yuan, which is really different from the 90 billion subscription volume of Shanghai Investment Morgan that year!
So, where exactly does the money go?
A very important reason is that the fields that can be invested now have been greatly expanded, from chips to new energy, from artificial intelligence to pharmaceutical innovation, and even how our top rich people want to go to space exploration. People from all walks of life are hungry for financial support. The bigger hole in the gold hole is that Hong Kong and the United States are actively promoting the tracking of virtual currencies recently, today there is news that the US Securities and Exchange Commission approved 11 ETFs that invest in digital currencies**, which means that from an investment point of view, digital currencies can finally enter the house to meet their parents.
The launch of the digital currency ETF** will break down the barriers that ordinary investors cannot invest in this type of currency. Especially for Bitcoin, a relatively mature and stable currency, due to its high unit price and the different regulatory requirements of various countries, many investors are optimistic about this field, but they are not allowed to enter. Now there is a special tracking ** out, I believe that the enthusiasm of the world's small scattered people for it will not be too low.
Spurred on by this positive news, bitcoin extended its intraday gains to 5%, * approaching $48,000 again.
The second is the decline in risk appetite due to uncertainty. Just like yesterday's analysis of CAMERICH**, when it was first issued, the calculated annual interest rate was only 3%, and everyone also broke their heads, and now, even if they know that the annual interest rate has reached 6%, but everyone does not care about the amount of interest, only asks whether the principal is safe.
Thirdly, the war beacons that fired artillery everywhere also destroyed the funds with one shot! A missile, a drone, a tank, modern warfare is not only striving for advanced equipment, but also fighting for whose foundation is strong and whose financial resources are strong. Whether it is the United States, Europe or the United States, Russia, etc., it is an indisputable fact that military expenditures have increased dramatically.
War is the highest form of defending one's own values, and it is also the most expensive form. At a time when the war has not stopped, it is not only the problem of funding, but also the problem of the outflow of talent, and the weight of the economy in life at the moment can be said to have dropped sharply.
Judging from the performance of the market, today's new energy vehicle batteries, games and Hong Kong technology ** are stronger. Today, in terms of new energy, American scientists have invented a new technology that can make perovskite photovoltaic cells realize251% new conversion efficiency, which is 1 percentage point higher than the previous conversion efficiency.
An indissoluble link between photovoltaic power generation and new energy vehicles is that the charging pile can use solar energy to realize the charging function. Therefore, the continuous progress of photovoltaic power generation and the reduction of costs will also play a great role in promoting the popularization of new energy vehicles.
Some readers asked before, the United States**, Japan**, and India** are all very good, so which country will be better?
There are also some readers who think that there is no need to burn their brains, and they can buy a copy of each.
However, I personally believe that the United States is likely to enter a cycle of interest rate cuts, investors' risk appetite is improving, and the United States' large enterprises are becoming more and more abundant, financial resources are becoming more and more abundant, and there is abundant cash for investment, so the speed of technological progress is getting faster and faster, relatively speaking, the enterprise system is also more reasonable, so it should still become the first choice**. The hidden danger is that last year's increase is too large, and whether this year's increase can be maintained is vigilant.
Although Japan is not bad, it has hit a new high in more than 30 years, but Japan's corporate governance structure is not as good as that of the United States, and its innovation ability is slightly inferior, so its competitiveness is not as good as that of American companies. India's biggest advantage lies in emerging markets, and its growth potential is undoubted, but India's biggest problem is the stability of its currency exchange rate. The year before last, its index rose by 30%, but the exchange rate depreciated by 30%, and the ** investment in India basically hit a draw.
Therefore, on the whole, it is still recommended to choose to invest in American technology companies.