Alas, every time the policy is issued, it is after the closing of A shares, and then Hong Kong stocks and China Stock Exchange soared, and the big A also blew! However, the consistency expectation is too strong, and the next day, it often goes high and low. This routine is quite speechless!First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock market
This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.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.Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.
Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!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!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.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13