This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:Recently, due to NVIDIA's alleged violation of the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on Approving NVIDIA Company's Acquisition of the Equity of Milos Technology Co., Ltd. with Additional Restrictive Conditions (Announcement [2020] No.16 of the General Administration of Market Supervision), the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.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.
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.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.Yesterday, the U.S. stock market went flat, but the China Stock Index soared by over 9%, and China rose by over 22% when it was three times richer! In addition, A50 rose more than 5% after the closing of A shares, Hang Seng Index rose 3%, and Hang Seng Technology rose 4.5%. China's assets are really crazy. It feels very much like October 8th today. It is estimated that A-shares will rise by 3% at the opening, and the direct daily limit of 1,000 shares will not be ruled out. But what will happen after the big opening? Then we'll see.
Yesterday, the U.S. stock market went flat, but the China Stock Index soared by over 9%, and China rose by over 22% when it was three times richer! In addition, A50 rose more than 5% after the closing of A shares, Hang Seng Index rose 3%, and Hang Seng Technology rose 4.5%. China's assets are really crazy. It feels very much like October 8th today. It is estimated that A-shares will rise by 3% at the opening, and the direct daily limit of 1,000 shares will not be ruled out. But what will happen after the big opening? Then we'll see.Recently, due to NVIDIA's alleged violation of the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on Approving NVIDIA Company's Acquisition of the Equity of Milos Technology Co., Ltd. with Additional Restrictive Conditions (Announcement [2020] No.16 of the General Administration of Market Supervision), the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13