I was shocked by a few words from the United States! The four major news shocks in the early hours of this morning** (131）！
1. Recently, operator executives have begun to hold important positions in the first department, which of course brings new opportunities for the development of operators.
For example, senior executives of operators such as China Mobile and China Telecom have begun to enter the ** department, including serving as deputy director of the data bureau, vice governor of Hebei Province, and deputy director of the State Administration of Radio, Film and Television. This shows that the operator's position in the market is rising, and it is expected to gain more benefits in policy support and business expansion in the future.
From the perspective of market value management, operators led by China Mobile have achieved excellent performance in recent years. These operators have the best cash flow support in the market and expect a brighter outlook for the future. The period from the beginning of the year to March is a good time for operators, and investors can take advantage of this opportunity to plan well.
Second, ** is currently down more than 4,000, only less than 1,000 are in the red zone, but when studying the market trend, we should still pay attention to **, because although this index is sometimes not representative and often distorted, it is still the most orderly in terms of time and space as a whole.
There are so many good things over the weekend, because external sanctions have collapsed, CPO has collapsed, PV has also collapsed, and restrictive ** refinancing has also been stopped, this kind of good is not what the market needs most at the moment, and its impact is already limited. What the market needs most now is gradual growth. Funding is the amplifier. Strategically, it is advisable to defend appropriately and wait for the bottom of the market to stabilize.
3. On the morning of January 29, according to the official Weibo of the Voice of Radio and Television of Taiwan, citing Hong Kong**, the Hong Kong court issued a liquidation order to China Evergrande.
This means that Hong Kong's capital market has caused the largest bankruptcy liquidation of real estate companies. China Evergrande, which has a debt of 24 trillion yuan, has previously met with creditors who have proposed liquidation, and in order to postpone the liquidation, it has repeatedly said that it is preparing a new debt restructuring plan, but due to the slow progress of the debt. After the reorganization plan, the court finally ordered Evergrande to liquidate.
Fourth, the United States plans to prohibit cloud computing vendors from training large AI models for China. In the long run, this will force the country to accelerate the development of independent and controllable AI computing power, AI technology and ecosystem, and related industries. Chain businesses will benefit. Secondly, for state-owned enterprises, it is hoped that huge benefits can be realized, and related enterprises will have more motivation to maintain and increase their value, and the overall evaluation will also undergo qualitative changes.
However, in the case of more than 100 ** weakening, the stock price of Zhongte Appraisal is still strong and basically in the red market, which shows that the rescue market is still trying to protect the current market. But the shortcomings are also as obvious as mentioned before, that is, the big blue chips with financial support obviously suck up small and medium-sized funds, thus causing the system to collapse!
I'm afraid of some words from the United States! The overall stock price of the A-share related sector is **, indicating that the current market is still in a very weak atmosphere. If the market does not have the support of the national team, it may be a big **, but after supporting Chinese start-ups, everyone wants to see SMEs also receive financial support so that they can better withstand the siege. From the "external enemy".