There was a lot of news this weekend.
When you are overshadowed by the news that edg is swiping the screen, have you found that the United States has quietly started a big infrastructure.
The U.S. House of Representatives passed the $1.2 trillion (equivalent to 7.7 trillion yuan) bipartisan infrastructure bill "Infrastructure Investment and Employment Act" on the evening of the 5th local time.
The 2,700-page bill calls for significant U.S. investment in infrastructure, making it clear that $110 billion is spent on roads and bridges, $39 billion for public transportation, $66 billion for railroads, $55 billion for wastewater treatment facilities, and billions for airports, ports, broadband Internet and electric vehicle charging stations.
Not only 1.2 trillion, but then 555 billion.
On November 15, the U.S. House of Representatives will also continue to discuss the Building a Better Future Act, which focuses on people's livelihoods, including $555 billion in clean energy and climate investment, $400 billion in child care and preschool education, $200 billion in child taxes and payroll tax credits, $150 billion in cheap housing, and $130 billion in Affordable Care Act credits. The house of representatives is expected to pass very likely.
After the long-term QE pushed up assets, taper, the United States printed money to invest in infrastructure and people's livelihood.
This move is a big investment in infrastructure, and learning from China can be described as thorough.
But it is difficult, because the national conditions are different, and the economic independence between states is easy to rip off.
There is a reason why the U.S. infrastructure has not been able to do it.
Not from consequentialism, only from anticipationism.
China's infrastructure strengths will benefit from this round of large-scale U.S. infrastructure.
And most of the infrastructure-related sectors
Such as infrastructure, iron construction, charging piles, excavators, there may be opportunities to increase.
Recently, the leaders are generally at a low level in the market, which coincides with the transition period of institutional high and low valuations in November and December.
You can expect some changes in the plate, and if it starts next week, then do the analysis.
Entering the first week of November, I believe that everyone has seen the madness of The theme stocks in November.
This pure concept theme of the metacosm has become a carnival of short-term funds.
This kind of play, I do not consider.
A small number of floating funds always have to challenge the bottom line of supervision, and they do not know when they will learn to be in awe.
Even the research report of the institution is very hesitant to write about the metacosm when it comes to individual stock proposals.
After all, there are only a few that can be played, and most of the rubbing concepts are reduced.
What I can be optimistic about is that there is only vr hardware direction, and it is only the expected growth of device sales.
Obviously, individual stock gains lagged behind the concept of blind noise.
It also reminds everyone that fighting with supervision is not endless fun but seeking death.
Accept it when you see it.
It is also thematically driven.
My idea is to do future performance expectations, such as the recent popular science 4680 battery.
There are also more and more relevant institutional analysis.
You can review the previous article:
Fortune Password 4680
More corporate announcements are reminding everyone.
The new boom branch of lithium batteries is coming, and the core players are still these.
But who comes first and who comes first is very interesting, which tests investors' deep understanding of the industry.
From November to December, it is to provide the market with a change of hands and provide time for high and low switching.
Every year at this time period, most ordinary people will return all the money they have earned before to the market.
This is historical experience, I dare not say that everyone is so withdrawn, but there is a high probability that they will be beaten.
So since late October, it has been prompting risks, reminding take profits, and this is the purpose.
But the high frequency of theme speculation in November will also make people feel that it is easy to make money, and the dry theme leader will be dozens of points in a few days, which is not more fragrant than usual.
The trap is that when it seems easy to make money, people are deeply trapped in it.
By December, many readers will come back to leave a message, knowing that they will not do these topics, and they will soon lose money.
Thousands of gold is difficult to buy early to know, now is free free free of money experience.
After all, the same comfort, I have been replying for a full 3 years, which is considered to be experienced.
Forgive me for being so wordy today, because I saw a lot of questions from metaverse stocks backstage.
I can only try to use a gentle way that everyone will not block me, and low-key reminder of risks.
There are many themes, or do you try the concept of cold wave?
The national cooling is in progress, see!