There have just been a few important news that may have a significant impact on tomorrow's gold and military sectors, so I will give you an analysis:
Gold Breaking News:
Guotai Junan released a research report saying that the Federal Reserve interest rate meeting in March 2024 kept interest rates unchanged for five consecutive times, but under the economic resilience and inflation stickiness, the Federal Reserve still maintained the forecast of a 75BP interest rate cut for the whole year, which was considered a "dovish" statement, and the stock and bond markets reacted synchronously, with stock prices rising, short-term interest rates falling, and long-end interest rates fluctuating. The bank expects that the Federal Reserve will most likely start to cut interest rates around the middle of the year, and cut it by about 75BP throughout the year, but before the rate cut, due to the expected large fluctuations in inflation stickiness, the expected rate cut is easy to fall and not easy to rise, and the long-term interest rate of U.S. bonds is expected to remain high in the short term, and U.S. stocks still have room to rise with the support of the profit side.
Sector market analysis (gold main connection):
Yesterday, gold rose to break through, but did not get the market recognition, because we are the Asian time trading segment, the volume will be relatively small, into the European and American time period has fallen, it is obvious that the selling pressure has appeared, today's yin once reversed yesterday's big white line shows that the confidence to do long is insufficient, plus yesterday's signal (Asian time period volume is sluggish), if there is no new high, gold can only enter a higher box of shocks, did not form the main rising wave. Yesterday, it was said that the market selling pressure will end when the market appears, and now it is a situation where there is resistance and the effectiveness is not confirmed, and it still needs one to two days of observation time to judge.
Military breaking news:
Wolong Electric Drive: The company's operating income of electric aviation business in 2023 is about 4.8336 million yuan, which has no significant impact on the company's operating income and profit level in 2023, and there is still uncertainty about the signing of relevant business orders or sales contracts in the future
Sector market analysis:
The military industry bottomed out yesterday and continued to rise, because above the resistance area, such a trend is easy to break through today, but today the military industry follows the index to adjust in the yin, neither counter-cyclical disk protection signal, nor near the resistance area to appear long signal, I feel that this breakthrough is a bit weak, if the end or next week does not warm up, it can only be dealt with with the failure of the breakthrough, once the breakthrough fails to return to the weak shock of the box market, near the top of the box there is and only the strategy of taking profit on the high.
Rare earth resources breaking news:
No news.
Sector market analysis:
Rare earth yesterday's small yin adjustment is very normal, but today's low open low go bardo adjustment is not normal, today's adjustment is more like the general decline of the whole market, if the index unilaterally weakens to see a high signal, the rare earth plate still has an impact, if the rare earth fails to break through the resistance area upward, don't care about the index, rare earth has not formed a midline inflection point, the risk of bullishness in advance is still quite large, or wait for a breakthrough, no breakthrough do not participate.
$黄金$易方达黄金ETF联接C$
$Military$SDICUBSNews, National Security, Flexible Allocation, Mixed C$
$Rare Earth$Harvest CSI Rare Earth Industry ETF Connect C$
Special Notes:
1. The above content is just my own investment diary and does not have any guiding effect.
2. The views are for your reference only, and whether you can keep up with this idea is still up to you.
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