I am most afraid of sudden silence, as oppressive as the deep sea;
I am most afraid of a sudden orgasm, which makes me nowhere to avoid;
Between the silence and the hustle and bustle, it is easy to lose yourself;
I longed for peace, but I was afraid that it would be too lonely.
It rose on Friday and continued to ferment over the weekend, which is actually nothing new.
In the words of netizens, the after-hours are all good, and the pre-markets are all rushing.
So be more calm, less impatient, pay attention to the trend of the market, even if you miss it temporarily, it doesn't matter, it should be yours, and it will come sooner or later.
Market hotspots
Real estate: Reduced down payment and interest on Friday, and the lower limit was cancelled; After the market, the central mother set up 300 billion yuan to do affordable housing refinancing.
Low-altitude economy: Beijing on Friday set up a leading group for low-altitude economic development; Over the weekend, CCTV's "Dialogue" program began with "Splashing Traffic, Trillion-level Market? 2024 The most unmissable industry has taken off" focuses on low altitude.
Shanghai uses drones to monitor hidden behaviors such as "distracted driving" and "hands-off driving" of motor vehicles; Drone delivery routes in the Guangdong-Hong Kong-Macao Greater Bay Area are being opened intensively; The first urban drone logistics route in Fujian Province was opened.
Henan UAV logistics route debut, with a load of 9 kg and a speed of 60 kilometers per hour.
Tokyo, Japan, presents a "flying car" capable of landing on land or on water.
Tourism: The blockbuster instructions first mentioned accelerating the construction of a tourism power and improving the modern tourism system; Many scenic spots across the country announced that tickets were half-price for a limited time, and Disney tickets were sold out in 10 minutes.
Digital Economy: The 7th Digital China Construction Summit will be held in Fuzhou from May 24 to 25, with the theme of "Unleashing the Value of Data Elements and Developing New Quality Productivity".
Price increase: gold, silver and copper rose together, and silver broke through more than a decade high! JPMorgan Chase, a new commodity "supercycle" has begun.
Disc review
The index has the power to support the market downward, and the main thing to see up is whether the volume can be further amplified, and the volume of the two cities on Friday is not yet more than one trillion, so the focus next week is to see if the volume can come out.
In terms of real estate macro, the industry cycle will not return to its previous peak, and it is more of a reversal of the predicament, so it is not optimistic in the long run.
However, we have also mentioned that we should pay attention to its impact on market sentiment, which has led to a positive rebound in the index.
Many people compare real estate to a urinal, just like a person who struggles with a lamp, holding a bubble of urine at the moment, whether to continue to struggle for the future, or to pee first, comfortable, and then continue to struggle?
Therefore, the real estate sector is driving the market to rebound at this moment, and its significance is more important than the plate itself, in other words, the real estate is soft, and other pro-cyclical efforts should be made to stimulate the economy.
Real estate and finance are more about supporting the role of the index, which does not have to rise sharply, and of course does not want them to rise sharply, as long as the trend or shock does not fall sharply.
If the market wants to further strengthen, it depends on the subject matter, and the corresponding logical reasoning may also be low-altitude economy, chemical pro-cyclical price increases, or AI big technology.
First of all, let's talk about the low-altitude economy, we talked about the sector before Friday, and it broke out again on Friday, although there was a seesaw with real estate, but the whole sector index is constantly rising.
As for the further fermentation of low-altitude news, I personally think that this is to maintain the popularity of the theme, analogous to last year's AI, from chatgpt to CPO, large models to AI applications, forming a completed industrial chain hype.
At present, the entire low-altitude news is actually unfolding along the application, but at present, we are far from seeing the news of the application outbreak, so there will be continuous news in the middle to stimulate, so there is a high probability that the plate has not finished hype.
There are many applications, such as express delivery, tourism, medical emergencies, etc., and some people even said that 520 is coming, and the imagination is indeed very strong to send flowers to female tickets at low altitudes, and this future is estimated to be widespread.
Chemical price increases, on the one hand, is the impact of global inflation, on the other hand, there is a pro-cyclical logic, of course, from the perspective of the disk, look at the feedback of Nanjing Chemical Fiber, on the one hand, low-altitude materials, on the other hand, chemicals.
Recently, even the height of the board has been suppressed, to see if it can be opened in the near future.
In terms of AI technology, copper cables have reached a new high in individual stocks, and new themes on glass substrates are fermented on Friday (new themes that are generally stuck with emotional warmups are worth seeing), and Nvidia's performance this week is finally about to land.
In addition, there are two major events to pay attention to next week: on May 20, the LPR with a maturity of 1 year and more than 5 years will be announced on May; On May 23, the Fed will publish the minutes of its monetary policy meeting.
Well, that's all for today's content sharing! Happy learning! See you next time!
Finally, move your little hand to click "watching" and "like", I heard that there is a daily limit for those who often click.