1. The Ministry of Industry and Information Technology issued a guide to the construction of a national automotive chip standard system!
By 2030, more than 70 standards related to automotive chips will be formulated to further improve the general requirements for basic general, product and technology applications and corresponding tests. Theoretically, this will stimulate the chip sector, but not by much.
Second, Chip has met a bully again! The United States continues to tighten chip export controls to China, and suppressing Chinese companies is purely economic bullying.
Anyone who offends China, no matter how far away, will be punished! However, Dalong still has to say that to overcome difficulties, the iron has to be hard. As long as you develop your own chip as soon as possible, you won't stay in the United States. There is no need to argue with the Americans. They are vexatious, and you can only use your power to shut them up? As for the semiconductor sector, technically it has fallen below the moving level**. In the short term, we will see when the decline stops before we can **.
3. In the news, the China Tourism Academy released data predicting that in 2024, the number of domestic tourists and domestic tourism revenue will exceed 6 billion and 6 trillion yuan, and the number of inbound and outbound tourists and international tourism revenue will exceed 2$6.4 billion and $6 trillion $107 billion.
In addition, it is worth noting that the duty-free leading enterprises closely related to tourism consumption were once close to the daily limit, and the end of the market **639%, with the latest market capitalization of 165.9 billion. On the news side, the performance report of China Duty Free exceeded expectations. On the evening of January 8, CDFG released its performance report. In 2023, the company achieved an operating profit of 6757.6 billion yuan, a year-on-year increase of 2415%, net profit attributable to shareholders of listed companies was 671.7 billion yuan, a year-on-year increase of 3352%。
Tourism is generally a better way to boost consumption, and the Harbin area is indeed a good attraction, but the air ticket can be more expensive. In response to the impact of the peak tourist season, ZTE Commerce said that the tourism industry in Northeast China has been booming recently, and the number of tourists arriving in Shenyang has also brought an increase in passenger flow to the company. The company will take advantage of the favorable opportunity of the peak tourism season in Northeast China to carefully plan marketing activities according to consumer demand and promote the effective growth of passenger flow and sales.
Fourth, both foreign and domestic capital have been reluctant to enter the market.
I am very bold in estimating that the market is forcing policy "corrections", especially for foreign investment; No matter how good the market is, if there is a huge gap in the rules of the game itself, the risk of making money is also huge. Domestic capital understands it, and foreign capital understands it even more, so it is reluctant to enter this market. While this behavior is bad, we also have to understand that a lot of the rule changes actually happened during this time, right?
Be patient, today's focus is on the Shanghai Composite Index after it fell below 2882. I still think the market should ** and get back near the previous lows. I think it's still very likely. Let's wait and see.