Summary: Long and short intertwined!
After the incident of Baidu's vice president of public relations fermented, he suddenly had some feelings.
The original words were: "Why should I think about the employee's family, and I am not her mother-in-law", "Why should I consider the employee if the relationship with the employee is just an employment relationship.....
Isn't the purpose of adults' work and struggle to bring a better life to their families?
If the above views become mainstream values, it is difficult to imagine how indifferent this society is.
Of course, I don't want to say anything about this, and suddenly I think of stock market trading.
In the past, no matter how extreme the market was, there would be a belief that there would be a deep V rebound of the game to buy the bottom.
But I don't know when it started, the nuclear button situation has become more, repeatedly copying the bottom, and being killed repeatedly.
To put it bluntly, the game between people is somewhat warm, but between humans and machines, it has become very indifferent, and after the prevalence of quantification in recent years, the whole ecology has become more extreme.
If you have the conditions, you should call for and guide, and you can't change it, or make a deal with the trend, don't keep thinking about buying the bottom.
This week's news is intertwined, see if you can come out of something new next week?
Market hotspots
Pharmaceutical: In addition to synthetic biology fermentation, CXO also has news stimulus, the US House version of the biosafety bill will be heard next week, and the contract waiver for suppliers is expected to be extended for 8 years, including WuXi AppTec and BGI.
Social finance: The increase in the scale of social finance in April was -0.2 trillion yuan, and at the end of April, the balance of broad money (M2) was 301.19 trillion yuan, a year-on-year increase of 7.2%. The balance of narrow money (M1) was 66.01 trillion yuan, down 1.4% year-on-year.
Power: Microsoft to invest $10 billion to develop renewable energy generation capacity; U.S. power stocks VST, CEG, and NRG have all doubled in recent months.
The Measures for the Supervision of the Electricity Market came into force on June 1, and the number of electricity trading entities has increased the number of electricity sales enterprises, energy storage enterprises, virtual power plants, and load aggregators.
New industrialization: The National Standing Committee deliberated and approved the Action Plan for Digital Transformation of the Manufacturing Industry.
HKEX: The adjustment of the real-time turnover and daily quota balance of Northbound trading will be officially implemented on May 13.
IPO: Officially restarted, the two exchanges resumed consideration of issuance applications on May 16.
Science and technology: The Ministry of Finance will hold a mobilization meeting for the issuance of ultra-long-term special treasury bonds next Monday; The National Data Bureau has accelerated the construction of digital infrastructure such as industrial Internet, computing power, and mobile Internet of Things.
Li Laoda said that he should grasp the trend of a new round of scientific and technological revolution and industrial transformation, lead industrial innovation with scientific and technological innovation, and accelerate the development of new quality productivity.
Disc review
The pessimists are right, the optimists win the future, but there are two sides to everything.
This week's index is on the strong side, but the market sentiment is weak, especially the rotation rhythm is too fast!
The weekend news is a mixture of long and short, and some people are starting to worry about the market again, and the overall feeling is that it is not so good, but it is not too bad.
First of all, the lower than expected social finance data is indeed not a good thing from an economic point of view, but it is full of opportunities from an anti-human point of view.
I'm really afraid that blindly saying good, blindly saying beautiful data, and accepting imperfection may be more true.
In the past, the data was good, and the stock market did not rise, but now the data is not good, but there may be more stimulus expectations, and after the data comes out, the market has begun to ferment the expectation of interest rate cuts and RRR cuts.
Then the IPO will come sooner or later, so it is better to face it calmly, no matter what the IPO is, the trading volume of the two markets is the key, and the volume can be enlarged without seeing, and it is not easy to shoot.
As for the ugly country's suppression of new energy next week, this is not surprising, foreign capital has been fed back on Friday, and the plate has also experienced a long-term decline, and it has begun to fall a little, as for whether it can get up, it's really hard to say.
There is also no real-time situation of foreign investment in the intraday next week, which is not a good or bad thing at present.
There is a line in Xing Ye's movie: In fact, fate is in your own hands, so you must be confident. It depends on whether domestic funds seize the opportunity.
As for the positive and possible expectations, it is the direction of medicine and science and technology.
Next week, the ugly country will hold a hearing on the biosecurity bill next week, if the exemption is given for 8 years, then there will be basically no restrictions in the short term, after all, no one knows what the pattern will be after 8 years, maybe the sun and the moon will be changed a long time ago.
IN TERMS OF SCIENCE AND TECHNOLOGY, THE DATA BUREAU'S STATEMENT IS NOT NEW, A LITTLE BEYOND EXPECTATIONS IS BOSS LI AND THE NATIONAL STANDING MEETING, AND THERE IS A SPECIAL TREASURY BOND ON MONDAY, THINKING THAT THERE WILL BE SOMETHING UNEXPECTED IN THE OVERSEAS CHATGPT LIVE CONTENT.
In addition, the State-owned Assets Supervision and Administration Commission recently launched the second batch of central enterprises in the layout of the source of original technology, in 36 fields such as quantum information, brain-like intelligence, and biological manufacturing, and supported 40 central enterprises to lay out 52 original technology sources, which was also in the news.
In addition, the global market is about to usher in "AI Month": from May 13 to June 10 local time, developers and investors in the field of AI will usher in one important event after another.
As for the chemical industry, next week will be the return of Wang Zhengdan to see his feedback on the chemical sector.
That's all I have to say, ask for everyone: A-boy, are you okay, let's take a look......