1. U.S. Secretary of Commerce: Biden is considering additional tariffs on Chinese electric vehicles.
Translation: The U.S. Commerce Secretary claims that Biden** is considering additional tariffs on Chinese electric vehicles and taking another separate measure to protect Americans' personal information. The White House is also considering whether to impose tariffs on Chinese imports, including electric vehicles, solar products and electric vehicle battery packs. Recently, when the wind and rain were in turmoil, Lao Mei began to make small moves, which was obviously deliberate. The purpose is to get more votes!
2. Wall Street: A-shares are cheap enough and the bottom is emerging.
Interpretation: At present, China** is one of the cheapest markets in the world, with the MSCI China Index trading at nearly 12 times P/E, while the MSCI Emerging Markets Index and MSCI Global Index are trading at 15 times and 20 times respectively. Some managers on Wall Street believe that China is now very cheap and ready, and that a bottom is emerging as policymakers roll out measures to stabilize the economy. It is already the consensus of the whole market that A-shares are cheap at the bottom, and there are still a lot of foreign investors secretly taking goods recently. I believe that after this wave of stabilization, it will also come out of the bottom.
3. A circle of friends with two financial explosions spread! What is the current situation of the two integrations? Regulatory scrutiny.
Interpretation: A screenshot of the circle of friends of a South China brokerage employee made the tension about the liquidation of the two financial positions spread for a while. The screenshot mentions that "the number of customers in the company's business department today is the largest since 2018, more than in April 2022." "What's the truth? The reporter conducted a comprehensive verification. The overall feedback is that there are risks, but they are controllable at present. Yesterday, the CSI 1000 triggered the liquidation line again, which led to a sharp decline. It is estimated below that there is still 120 billion scale! And below is the flat C line of the two fusions. It is true that the moment has reached a critical moment, and extraordinary measures must be used in extraordinary times!
4. Crying with investors? The circle of friends of the secretary of the board of directors of Meilian New Materials complained that "there is also a blood loss".
Interpretation: It was rumored on the Internet that Duan Wenyong, secretary of the board of directors of Meilian New Materials, posted a circle of friends saying that "he also lost blood" and "was scolded as soon as he received **", and "hugged his head and cried" with investors, which attracted market attention. As of press time, the reporter called the ** department of Meilian New Materials many times, but could not get through. A person in the capital market confirmed to reporters that the circle of friends was indeed released by Duan Wenyong, secretary of the board of directors of Meilian New Materials. Lao Hu also deeply felt the pain in the hearts of shareholders yesterday and issued a complaint. Being on the front line is also a feeling for me, and I hope this will pass soon.
5. Northbound funds emerge with mysterious power "Bank of China International Hong Kong" ranks first in the inflow, and the seats of foreign securities firms are also increasing**.
Interpretation: In the past month, the inflow of funds through the "BOCI Hong Kong" seat has been as high as 4464.5 billion, followed by Guoxin** seat, **205600 million, Citibank ranked third with 8.4 billion. The important thing is that in the flow of funds in the past 5 days, foreign brokerage seats have increased their allocation. jpmorgan chase bank, n.a.**466.6 billion, Citibank**382.8 billion. I really want to praise the Guo Jia team on the periphery.
6. Wu Xiaoqiu: **The regulatory department is not entirely to blame for the situation.
Interpretation: Professor Wu spoke again, in the second half of the year, there were many factors, such as the explosion of real estate companies, the slowdown of economic growth, and the ...... of financial frictionsOne of the factors is the system loopholes on the issuance side and the trading side, fraudulent issuance, fraudulent listing, securities lending and shorting, quantitative trading, these are the reasons for accelerating the market, there are too many loopholes in the previous system, and now we have to repay the debt. In fact, this is good, forcing the management to reform, the top priority is to stop the bleeding first, and hope to land as soon as possible.
Pay attention to all the financial dynamics and keep abreast of margin financing and securities lending