Although there was a bad expectation of Monday's market over the weekend, today's market still makes people feel cold.
Trading volume shrank to 750 billion, several popular sectors were lost, chatGPT was out of work, and new energy was also down. The former is that the theme is hot, the new narrative logic has not yet been found, and some of the funds in it have begun to settle and leave.
It is rumored that BYD has begun to reduce prices, and the starting price of BYD dynasty series products in some regions is favorable, with the highest discount of 20,000 yuan, and the delivery cycle is significantly shorter than last year. Price reduction + fast delivery, this is usually a signal when sales are difficult, from the feedback obtained by reporters in offline stores, new energy vehicles under the drive of Tesla collective price reduction, some BYD's potential owners were pried away, the sales market is indeed under pressure. Today's Hong Kong stocks BYD Electronics -7%, BYD shares -3.4%, and A-shares also fell nearly 3%.
In addition, today's more decaying semiconductor is also a decline of almost two weeks. The semiconductor sector has always been highly expected by shareholders, but in the past three years, it has been up and down, and it has never come out of a decent market. I have studied the situation on the Internet before, China's independent production technology has not overcome the 12nm and below process, and even 28nm can be produced, but in yield and production capacity has not been ideal, equivalent to 3 years have passed, the entire semiconductor industry substantial progress is not obvious.
Remember that the chip has just been blocked, there will be many netizens full of confidence, Chinese scientists at that time with the power of the country, conquered two bombs and one satellite, now conquering the chip is not a problem. But these netizens may not have thought about the fact that it is much more difficult to build top-notch chips than nuclear weapons. If the world does not control the proliferation of nuclear weapons, I conservatively estimate that there will be no less than 30 countries that can build nuclear bombs, and there is only one top chip industry chain in the world, bringing together almost all the top technologies in Europe and the United States.
After three years of work, few results have been achieved, but the anti-corruption and anti-corruption performance has been remarkable, and a number of moths have been caught in it. As for the semiconductor sector of A-shares, it is always a little embarrassing, and every time the external suppression relies on nationalist chicken blood, but not much big funds began to ship, and everyone scattered again, ha.
The only two highlights of today's market, one is liquor, the other is tourism hotels, are all consumer industries, which may also be the most certain industry in the market in 2023, car houses such as large consumption people are not necessarily obedient, but small consumption of eating, drinking and entertainment is always no problem. I plan to go out and do my best to drive consumption when the weather is warmer, this year's foreign trade situation is relatively grim, domestic consumption will not rise our economy and stock market will be very problematic.
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1. Yesterday, it was reported on the Internet that Poly Suzhou canceled the 3% preferential policy due to the recovery of the property market. Today Poly debunked the rumor that the document was fake. I also saw the document yesterday, and I thought it was strange that I didn't say in the night newspaper that the housing market in first-tier cities across the country has indeed picked up a little, but there has been no fundamental improvement.
2. A U.S. P-BA anti-submarine patrol plane passed through the Taiwan Strait, and the Eastern Theater of China followed it throughout the surveillance and said that everything was under control. In addition, the United States has recently accused China of planning to sell lethal weapons to Russia, which mainland diplomats firmly deny and condemn the United States for continuing to provide military aid to Ukraine. Our current confrontation with the United States is all-round, but unlike the Cold War half a century ago, China and the United States still have a large number of economic and trade exchanges, but in recent years there is a trend of gradual decoupling.
3, Gong Wenxiang posted that Dong Mingzhu dated with Xiao Xianrou's boyfriend and provided financial support, and from the meaning of his post, it was inferred that the man was probably Wang Ziru, who had previously joined Gree, that is, the former mobile phone evaluation blogger who looked a bit like Liu Xiang and quarreled with Luo Yonghao live. To this, Dong Mingzhu responded that it was pure fabrication and accused Gong Wenxiang of having no conscience in order to make money. This Gong Wenxiang is from the micro-business circle, and the last time I had an impression of him was that he claimed to have been bankrupt by the tax audit and dissolved all communities. If the credibility of Dong Mingzhu's statement is 90%, Gong Wenxiang is probably less than 20%.
4, Tesla will develop a conference on March 1, the market rumors will involve space photovoltaic technology, so the concept of GaAs in the afternoon was excavated and hyped, and the Yunnan industry rose rapidly. I searched for this GaAs, the scientific name is gallium arsenide, which is characterized by high temperature resistance and can still remain stable at 600 degrees. Hey, when is Lao Ma to come to China to buy a house.
On this matter, today is generally a little boring, several groups are talking about Run Run Shaw's female doctor being hacked to death by her fiancé, two statements, the truth is not clear, there is no way to evaluate.
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Article has been revised on 2023-02-27
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- yolo1112 from Papua New Guinea reply to Zan 111 lying groove, 121, Run Run Shaw third person is estimated not to be exposed to the sun cat pen knife (author) reply to Zan 1764 man hacked to death fiancée, left the name of the love rival on the wall, and then committed suicide. In other words, he is also enough to suck, and he feels that he is green, why don't he settle accounts with his love rival and cut the woman.
- Zhu Yu came from Shandong to reply to Zan 498 During World War II, the US imperialists arched China's Anti-Japanese War, and thousands of aircraft and more than 2,000 pilots died in China for China's War of Resistance. During World War II, the US imperialism arched the Soviet Union's war of resistance against Germany, supporting the Soviet Union with more than 10,000 aircraft + more than 10,000 tanks and armored vehicles + countless weapons and materials. The US imperialists love arch fire for hundreds of years, and you are trying to criticize the US imperialism for arching Ukraine, after all, there are only tens of billions of small arms, and the top ten in the US imperialist arsenal have not moved at all. The relationship between 909 major countries has always been changing, Sino-US relations were very good in the early 20 years, Sino-Japanese relations were also friendly and good-neighborly in the early 30 years, and further up, our relationship with Da Mao was also good and bad. So don't look at history, just focus on the present. Perhaps in the future, we and the US imperialists will reconcile, but this is not possible at the moment. Either they decline, or we lose, and there is no room for two tigers.
- Snail powder to be spicy, from Guangxi reply to like255, we can't rise this time... The chip can not break through, foreign trade is weak, the good news is that there is no cat pen knife (author) reply to like 881 at least stop internal consumption, end the huge internal uncertainty, and fully develop the economy, which is good news. The external environment is indeed average.
- Ball # from Zhejiang reply to like207 why is it immoral. It can't be that the woman wants to break up, the man does not agree, break up and find a new boyfriend and say that she is cheating. The cat pen knife (author) replied that 703 people are gone, and right or wrong is no longer important to the parties. When looking for a partner, you must pay attention not to find some emotionally unstable or neurotic people. This kind of person has both men and women, and I have met it before..... Once you find that you break up as soon as possible, don't hesitate, extreme personality exists in small proportions.
- Justice from Guangdong reply to like 22953, low-level obscene boring, no evidence Bo eyeball cat pen knife (author) reply to like 630 Dong eldest sister This wave of anger exploded, because it is a decent person, can not say dirty words, the most ruthless words in the stomach are spoken.
- gaccob from Guangdong replied 103 read 478, what a rarity. I would like to ask a question: If the Taiwan Strait issue is tense, what major impact will it have on the economy? Is it possible to lay out the cat pen knife (author) in advance, reply to like547 You look at what sanctions Russia has experienced this round, and then we will face. The economic impact will be great, you don't have a good layout, you have money to buy more gold.
- Zhongwei from Heilongjiang replied to Zan 87 said that digital China cat pen knife (author) replied to Zan 517 The essence of the digital economy, I understand that information centralization, so that the government has a stronger ability to understand economic changes and the flow of wealth of the people. It is equivalent to installing a sky eye and a probe in the economic field.
- No question from Guangdong reply to like 115 fiancé. It is estimated that the woman did something immoral. The cat pen knife (author) replied to the recorded video of the 466 man, saying that they have been getting along for 12 years, are about to get married, and the woman is cheating. Another theory is that the man lost 3 million in gambling, and the woman couldn't stand him, so she broke up and found another one. This woman is a doctoral disciple of a famous doctor, who has just been working for less than 2 years and has disappeared.
- Xia Xue replied from Jiangsu to like112, feeling that the world is not very peaceful. No sense of security cat pen knife (author) reply to praise 455 human history has not always been peaceful, even if Chinese history, turbulent years account for at least half, but our generation is lucky, born in 40 years of peaceful development.
- Tiandao Reward Qin from Shandong replied to like 1101861 Why is there no Baoqian Li in the claim list? Damn that surnamed Zhuang! Cat pen knife (author) replied to like 393 This stock has been delisted, and now the code is 400081, Baoqian Li 3, in the third board, it is miserable like this, where is there money to lose you. In other words, I also applied for the fixed increase of this stock for the fund, I applied for 16 million, because the quotation was too low, it was robbed by others, thank you to those big brothers who took the gun for me, thanksgiving.
- 1+ reply from Guangdong to like 107 inner volume shortens the cycle of the theme, first harvest and then hand. Cat pen knife (author) replied to like 361 There are no new leeks entering the scene, old leeks are now very agile and will not easily follow the trend, so in the end it is the sickle chopping sickle, Mars is radiant.
- Liza from ShanghaiReplyLike84Buy goldIs it gold bars or paper gold? Cat Pen Knife (author) replied to like349 If they are in that environment, I recommend buying physical gold to save at home, all kinds of paper gold and financial instruments are not so reliable.
- Between the mountains and rivers from Shandong reply to 93 Hang Seng Technology when to stop falling, fell for a whole month cat pen knife (author) reply to like $225 as long as the strength of Chinese concept stocks is not good, the exchange rate began to rebound in the latest month, Chinese concept stocks are wilted, foreign capital does not increase holdings. So it is still necessary to wait for the dollar to peak in interest rates and start to turn into an easing cycle, and there will be a good time of 1-2 years.
- Jin Xiaogua from Hunan Reply Like 74 How to understand goodwill? The cat pen knife (author) replied to the goodwill in the 223A share, not the meaning of business reputation. It is the portion of the purchase price that spills over from the net assets when acquiring someone else's assets. For example, if I acquire your company, your company's net assets are 1 million, but I actually spent 2 million on the acquisition, of which 1 million is counted as goodwill. Excessive goodwill is risky, and there is a risk of future loss.
- Wumengshan people from Anhui Reply to Zan 85 holding pataca and Hong Kong dollars, is it equivalent to holding US dollars? Cat pen knife (author) reply to like 220 is, the pataca I remember is pegged to the Hong Kong dollar, the Hong Kong dollar is pegged to the US dollar, and there is an anti-decoupling mechanism, unless it encounters extreme circumstances, otherwise the exchange rate with the US dollar is locked.
- Yang Juan from Yunnan replied to like 82 cat big, punch in and punch in, I can't catch up with the front message ... Try it under Duang! Cat pen knife (author) replied to like 80 ringing the bell, closing the stall and dispersing, everyone rest
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