The return of major Sino-US relations! Today's five pieces of good news (31）！
1. Foreign media: American Chamber of Commerce President Clark will lead a delegation to visit China.
Interpretation: The American Chamber of Commerce represents the largest interest group in the U.S. business community, and its visit to China means that there is room for cooperation between China and the United States. Now the U.S. economy is very good, the U.S. market value accounts for half of the world's total, and the atmosphere in the U.S. is still relatively harmonious. The relationship between the two big countries is mainly based on economic and trade cooperation, so foreign capital is more daring to buy A shares, and the northbound net **12.2 billion has a lot to do with this news. As the relationship between China and the United States tends to be cooperative, A-shares tend to improve. Coupled with a series of combination punches before the domestic holiday, the sustainability of this wave of big A** can still be expected.
2. The world's first 55G intelligent core network solution has been released and is expected to be commercialized this year.
Interpretation: During MWC24 Barcelona, Huawei said that this year is the first year of 55G commercialization. Combined with the development of cloud and artificial intelligence technologies, operators have huge potential for business growth. Compared with 5G, 55G transmission performance is improved by 10 times, which will bring technological innovation and add more application scenarios for autonomous driving, telemedicine, industrial automation, smart cities, smart agriculture and other fields. Stimulated by this news yesterday, communication equipment**. Semiconductors and artificial intelligence also performed well. At present, A-shares have gradually been in line with international standards. Although the value of science and technology is not large, it can drive popularity. You can focus on technology-related investment opportunities.
3. Two departments: speed up the construction of the electricity spot market, and support the adjustment of resources to obtain profits through market-oriented methods.
New energy, whether it is photovoltaic or wind energy, has a problem, that is, it cannot be on demand, so the excess electricity must be stored, which also makes the transformation of the power system much more difficult than the previous thermal power. If the power company only relies on the power company to build its own energy storage system, it will lead to the generation of a large amount of clean energy and cannot be connected to the grid. Encourage new energy enterprises to flexibly allocate new energy energy storage through self-construction, co-construction, leasing and other means, and effectively improve the utilization rate of clean energy. This is good for PV and energy storage, and we can pay attention to the main PV and energy storage-related opportunities.
Fourth, Chinese Life and Xinhua Insurance jointly jointly owned 50 billion private placement** plan to invest in high-quality listed companies.
Interpretation: The ** can be regarded as a long-term investment. Fluctuations in market value will not affect the statement, but dividends may be included in income. While new private equity firms can also invest in fixed income products, the focus is expected to be on equity products, otherwise the value of setting up a private equity firm will not be significant. The actions of the two insurance companies can be understood as a long-term policy to go long on A-shares, and the direction of stock selection will also tend to be blue stocks with better liquidity, which is conducive to high-quality growth. Publicly traded companies. This move also indicates that insurance funds have plans to increase their holdings of A-shares.
5. J.P. Morgan Asset Management, a core ETF focusing on overseas public offerings, took the lead in announcing the early closure of CSI A50 ETFs.
Interpretation: U.S. stocks hit new highs, Japan** also hit new highs, and even Europe, with a weak economy, has hit a new high in the past two years. It has become a depression in the global capital market, and the strategy that foreign investors will choose is to make a strategic allocation to A-shares. In addition, the President of the American Chamber of Commerce, Clark, led a delegation to China, and the return of major Sino-US relations to economic and trade cooperation has strengthened the confidence of foreign businessmen. This message only confirms the latest news about Operation North Star. At the end of Wednesday's A-share session, foreign investors did not take profits, but increased their positions against the trend.
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