Global stock markets have risen across the board! The A-share dive shocked the 100-share limit, and the power of supervision showed that retail investors panicked

Look at finance

2024-06-03 16:55Posted on the official account of Guangdong Kan Finance

In February this year, due to the liquidity crisis, A-share small and micro cap stocks were exploded, and a large number of snowball products and quantitative products were liquidated. Later, due to the national team's purchase of CSI 500, CSI 1000, CSI 2000 and other small and micro cap stock ETFs, the liquidity crisis was lifted, and small and micro cap stocks also ushered in a violent rebound, and the CSI 2000 index regained the lost ground in February.

However, on April 12, the new national nine articles were released, and the new rules for delisting showed unprecedented regulatory pressure, and staying away from junk stocks and small and micro cap stocks became the consensus of the market for the first time, and on April 15 and 16, small and micro cap stocks fell to the limit, and then the China Securities Regulatory Commission came out to appease the market, saying that it would not be delisted so much. This is the second chance for everyone to escape the junk stocks, but there are still many investors who "return to the fire".

Then there is a boiled frog in warm water, there are constantly listed companies are investigated by the Securities Regulatory Commission, ST, before everyone thought that the state-owned enterprises were very stable also thunderstorms, Zhongtai Chemical, Jinzhou Port is two landmark events, although these companies thunderstorm has "clues" can be found out, as long as you study the financial reports and announcements can avoid lightning, but most of the A-share shareholders like speculation, where to pay attention to the fundamentals, so when the stock in hand is investigated by the Securities Regulatory Commission feel very sudden. Before, it was all funds in the prediction, but now it is really happening, and it is a drop limit to start, which is real money, more and more funds are beginning to realize that they want to stay away from potentially risky stocks, and more than 100 stocks are falling down today.

To tell the truth, we are happy to see the current situation of A-shares, the speculation and speculation of A-shares is really disgusting, most of the stock speculation is a game of chips that beat the drum and pass the flowers, how to go up and how to go down, live up to the name of the word "A", the final result is that a large number of retail investors are set in the hills, pull a theme set a group of people, and many retail investors are set up to choose to lie flat, which will lead to less and less liquidity.

In addition, we know that retail investors cannot be educated, they can only be eliminated. A very important reason for the prevalence of A-share speculation is the protection of the fall limit, if the money can be lost in a few seconds, the luck psychology of retail investors will be reduced, and they will not chase the high order.

Let's take a look at today's blockbuster news:

On the eve of the opening of the Taipei International Computer Show (COMPUTEX) in Taiwan, Huang wore his trademark black leather jacket to the National Taiwan University Stadium for a blockbuster speech.

Judging from the content of the speech and release, the rapid iteration of products with a one-year cycle means that computing power-related products will still be in the process of rapid development and iteration in the next few years, such as the rapid upgrade of optical modules from 800G to 1.6T to 3.2T, which will raise industry barriers and continue to optimize the industry pattern, representing that the global AI arms race is still at a critical stage, and the opportunities in the next few years are still significant, dispelling the market's concerns about 26 years and strengthening the market's long-term confidence.

以太网平台Spectrum-X的Roadmap：意味着800G--1.6T--3.2T的Roadmap明确。　

(1) 2024: Launched Spectrum-X800 51.2T+BF3 400G SuperNIC for Vanka clusters　

(2) 2025: Launched Spectrum UItra-X800 51.2T+CX8-800G SuperNIC for 100,000 card clusters　

(3) 2026: Spectrum-X1600 102.4T+CX9-1600 SuperNIC will be launched and applied to million-card clusters.　

The AI of A-shares itself has been adjusted for a period of time, coupled with Nvidia's new high and Huang's speech, AI has finally rebounded today, and CPO, PCB and other sectors have risen sharply.

In addition to AI, semiconductors, consumer electronics and other technology sectors have also risen sharply, and last week we have been prompting AI mobile phones and AIPC to bring new expectations to consumer electronics. In addition, we also suggest that the target of market speculation is no different from traditional AI, and there is no particularly big value, and the biggest change in AIPC and AI mobile phones is mainly in computing power and storage power, and the storage sector continues to rise sharply today.

The Caixin China Manufacturing Purchasing Managers' Index (PMI) for May 2024, released today, recorded 51.7, up 0.3 percentage points from April and the highest since July 2022, indicating an acceleration in the expansion of manufacturing production and business activities. The official manufacturing PMI released last Friday was lower than market expectations and fell below the boom and bust line, but the Caixin PMI continued to pick up.

India's stock market surged to record levels on Monday, with the Indian rupee and sovereign bonds climbing, after export polls predicted a landslide victory for Prime Minister Narendra Modi's party, according to reports.

INDIA'S SENSEX INDEX ROSE 3.51% TO 76,557.94 POINTS, A RECORD HIGH. India's NIFTY index rose 3.6% to 23,337.90 points in pre-market trading. India's stock market is so hot that its largest brokerage website and app appear to be down.

Finally, a brief look at the market, as of the close, the Shanghai Composite Index fell by 0.27%, the ChiNext Index rose by 0.79%, the Hong Kong Hang Seng Index rose by 1.79%, and the Hang Seng Technology Index rose by 2.53%. The turnover of the two cities increased sharply to 0.83 trillion, and more than 4,400 companies fell.

Last week's U.S. economic data fell short of expectations, the U.S. dollar index, U.S. 10 bond yields fell, today's global stock markets rose sharply, Hong Kong stocks also rose, while A shares dived, it may be that the tide of small and micro cap stocks has affected market sentiment.

Risk Warning:

The stock market is risky, investment needs to be cautious, this article does not constitute investment advice, readers need to think independently

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