Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.Last night, China made a move against NVIDIA, and the General Administration of Market Supervision decided to file an investigation for allegedly violating the anti-monopoly law! We really hardened up and began to counter the other side. NVIDIA is the leader of US technology stocks and the best technology company in the world. Last night, it fell more than 2% in US stocks, although the decline was not too big! But just give it a taste of iron fist.News:
Why NVIDIA? Who can bear this tone for such a company that eats our food and smashes our pot? Besides, NVIDIA is facing several anti-monopoly investigations around the world, and even the US Department of Justice is involved. It is normal and necessary for us to investigate it!Judging from the late performance of Hong Kong stocks, big finance, real estate and domestic demand consumer stocks led the gains. Today, A shares are estimated to be in these directions. Once the big finance, big consumption and real estate chain start, it may directly impact 3500.Third, vigorously boost consumption, expand domestic demand in an all-round way, expand domestic demand in the first place, technological innovation in the second place, and the property market and stock market in the third place! Expanding domestic demand and promoting consumption are the core tasks of economic work next year.
In short, it is almost certain that village A will open higher today, but will it come up with the ancestral craft of opening higher and walking lower? It's hard to say, the good news is that this secrecy is very good, and the A-share related sectors have not rushed! Today, we will focus on two aspects. First, the two core stocks of Big Finance, Oriental Fortune and CITIC Securities, it is best to hold high and fight high; The second is the amount of energy, which must exceed 700 billion before 10 o'clock, and it is best to exceed 2 trillion in the whole day!First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.The Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting, which emphasized the implementation of more active and promising macro policies, expanding domestic demand, promoting the integrated development of scientific and technological innovation and industrial innovation, and stabilizing the property market and stock market. Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, and lay a good policy "combination boxing" to improve the foresight, pertinence and effectiveness of macro-control.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13