The black swan is coming
Since the beginning of this year, Lao Mei's "small actions" have continued!
Why do I say that? Let's sort out the recent actions of Lao Mei!
For example, when Yellen visited us before, she repeatedly emphasized that she did not seek to decouple from us, but during this period, she also imposed sanctions on our Hytera, adopted joint-stock enterprise sanctions, and stopped the maintenance of ASML equipment on us.
As soon as Yellen left, Blinken visited again, and like Yellen, he wanted to impose restrictions on our financial institutions!
The market believes that there has been no substantial progress on important issues such as photovoltaics, new energy production capacity, US bonds, and Iranian oil issues.
Just recently, some foreign media said that the United States announced that it would target us as soon as next week, and as soon as next week, it will announce new tariffs on our electric vehicles, as well as photovoltaic and other fields!
That is, the market people thought that Lao Mei wanted to negotiate a few issues when he came to visit!
In this regard, we have made a strong response and resolutely take all conditions to protect our own interests, in which the spokesperson of the Ministry of Foreign Affairs responded:
The US earnestly abides by WTO rules and cancels all additional tariffs on China.
One set on the surface, one set behind the back, Lao Mei kept shouting during his visit that he would not take the initiative to seek decoupling from us, and after he went back, he thought about imposing new tariffs on our electric vehicles, etc.!
In addition to wanting to increase tariffs, the United States has previously included 37 mainland entities in the "entity list" of export controls, as well as the implementation of export controls on AI-related models, etc.!
Why does Lao Mei continue to "move" during this time period?
Personally, I think that on the one hand, because Putin is about to visit, because the inclusion of mainland entities in the "entity list" of export control is an excuse for "Russia-related"!
Important after-hours news:
1. The news of the resumption of IPO and refinancing review has aroused widespread concern in the market, why is the IPO restarted during this time period? Personally, I think the main reason is that the current market situation has improved!
2. New industrialization, artificial intelligence direction, on the news side, the village passed the "Manufacturing Digital Transformation Action Plan", which has a certain positive stimulus for new industrialization and AI!
3. The direction of new energy is also favorable, on the news side, Tongwei Co., Ltd. and LONGi Green Energy signed a long sales order of 39.1 billion yuan, can it continue to drive the direction of new energy to re-strengthen?
In terms of indices:
Judging from the current trend, the three major indexes on Friday are differentiated, among them, the ChiNext index fell greatly, and I personally believe that although the current trend of index shocks has not changed, we still have to beware of the market next week out of the adjustment market!
At present, the rebound of the index has begun to weaken, for example, the recent rebound has shrunk sharply, or it has fallen below the 5-day line intraday, and the recent rebound is a small yin and a small yang, which is a sign that the rebound momentum has begun to weaken!
On the whole, the market is still maintaining a trend of repeated shocks, and the short-term upward pressure is greater, so we need to beware of the market falling back above 3160 points, and the short-term is still maintained around 3150 points.