Build a historic bottom at the beginning of the year! The three major news in the early hours of this morning were officially released (212）！
1. Duke Energy may stop using CATL energy storage batteries! Industry: will make ** severely restricted!
Under pressure from the U.S. Congress, Duke Energy plans to decommission energy storage batteries made by Chinese battery maker CATL at Camp Lejeune, the largest U.S. Marine Corps base, and use other first-class products, according to U.S. utility company Duke Energy. This news is bearish for CATL and the new energy vehicle sector. This also shows that the United States has been suppressing our new energy.
Second, OpenAI CEO Altman plans to raise up to $5 trillion to $7 trillion. Trying to push for a project aimed at increasing global chip manufacturing capacity and reshaping the global semiconductor industry. There is a global consensus that artificial intelligence will have a significant impact on the way people live.
The core of artificial intelligence is chip design, if the current general chip design is used, not only will the performance be wasted, but also lose technical barriers and be easily copied. Therefore, OpenAI intends to promote new semiconductor manufacturing projects, which is, to put it bluntly, a wash of the industry. This is an opportunity for China's science and technology industry, but there is also a great risk, if a major breakthrough can be made in this wave of artificial intelligence, then China's economy will achieve a perfect transformation.
3. From the perspective of adjustment space, the SSE 50, CSI 300, CSI 500, CSI 800, CSI 1000, CNI 2000 and other indices have been fully adjusted and are in the big bottom area.
From the perspective of the valuation distribution and adjustment degree of the plate, the pharmaceutical and medical biology, new energy, new energy vehicles, semiconductors and other sectors fell by more than 60%, and a large number of plates fell by more than 50%, only a small number of sectors such as coal, banks, and ** were at a high level, and a few plates such as liquor and photovoltaic were slightly lacking.
Now that the market has fallen to this predetermined range, I think it's time to be at the bottom, it's time to be greedy and the top to be fearful. In the face of the end of the market, I am neither pessimistic nor afraid, and methodically buy the medium-term optimistic indices such as precision medicine, Hang Seng Medical, Hang Seng Technology, CSI Data, STAR 50 and CSI 800 in batches. **In terms of I will not focus on investment for the time being, and when the market is fully heated, after the bull market enters the main rising wave, it is a good time to focus on playing**, and the current layout is mainly to catch the first wave of the bull market**.
Today's A-shares should have a new look. In addition, the regulator's crackdown on fraudulent listings has helped boost market confidence, and I think the follow-up A-shares are expected to usher in a wave of bull market.