1. Today, the multi-party camps continue to shake.
2. Indeed, the recent hype is a bit hot, and it seems to be "Autumn is better than spring". The theme mostly revolves around future industrial policies or plans. The list is as follows: "Action Plan for the Integration of Virtual Reality and Industry Applications (2022-2026)", "Outdoor Sports Industry Development Plan (2022-2025)", "China Beidou in the New Era" (White Paper), National Manufacturing Innovation Center, and "The 14th Five-Year Plan for National Health Informationization". . . . There are still expectations. Fried people, just keep calm.
3. What is shaking is the wafer manufacturing equipment materials. It was suddenly attacked in early October (On October 7, the US BIS issued the "New Export Controls for Advanced Computing and Semiconductor Manufacturing Objects for China Exports"), and then the V blast was redirected. Such a tone has a general trend and should be taken seriously.
4. At the same time, the large market value blue chip mentioned yesterday also fell sharply inexplicably in the previous week. After a rebound of one week, it stabilized this week. Where can we go? Determine the center of gravity of in front of you.
5. Others, the effect is small, and it is not displayed.
Conclusion: The weather is getting colder, please keep warm.
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