1. Today, the news of Abe ’s assassination has dominated the major hot lists in China. A shares are also hyping the concept of body armor and even the concept of eating seats.
But the index opened high and went low , which turned into a "crying mourning".
The individual stock performed slightly better than the index.
More than half of the stocks in the two cities closed higher. The trading volume of
is more than 20 billion less than yesterday.
Mainly due to high-priced tickets, a large number of s fell , such as vanadium batteries , new energy upstream materials (silicon, phosphorus, fluorine, rare earth , etc.), military industry, automobile industry chain, etc., which dragged down the index. The concept of
robot has hit the daily limit again today. The leader is still the giant wheel intelligent that has been mentioned repeatedly in recent days.
Although the concept of robots is very popular, it cannot drive the entire market. This is a clear difference from the speculation in the automobile industry chain in May and June.
At that time, there were many times when the automobile industry chain brought the entire market up by itself.
Now, the market atmosphere has become worse, and the concept of robots does not have such great appeal...
2. The market trend this week is indeed significantly weaker than that in May and June.
html In 15 and June, it was repaired quickly after adjustments. This week, the repairs were very ink, and there are still signs of getting weaker. The most fundamental reason for
is that it has increased too much.
At the same time, monetary policy began to tighten.
This week, the central bank only conducted 3 billion open market operations every day, and accumulated a net withdrawal of 385 billion in funds.
The impact is mainly reflected in confidence and expectations in the market.
So although the market has pulled back and weakened, it is not too weak.
The current liquidity in the market has not been significantly affected. The Shibor overnight lending rate has continued to fall this week and has dropped to 1.216% today.
Next, there are June CPI and financial data, as well as the LPR interest rate on the 20th.
Tomorrow (Saturday) morning, the Bureau of Statistics will release June CPI data. If it is 2.3% or 2.4%, it is basically in line with expectations.
Financial data will also be released next week.
A few days ago, many people were talking about financial data exceeding expectations, but as the market has weakened in the past few days, fewer people are saying so.
Moreover, financial data is inherently lagging data.
htmlThe interest rate of MLF No. 115 will basically not decrease.
The only expectation is whether the LPR interest rate on the 20th will be lowered like in May, especially the 5-year LRP interest rate. If
drops, it may be the final struggle. After the price of
drops, the volume will continue to shrink (withdrawal of funds).
3. At 8:30 tonight, the United States released non-agricultural data for June. The employment data exceeded expectations, but US stock futures plunged in response. This is due to concerns about further tightening of monetary policy.
June CPI data will also be announced next week (13th).
mainly looks at the CPI data to see whether it will hit a new high. If
reaches a new high, it will be another inevitable impact on the global financial market.
4. Tonight’s news, according to Reuters reported on July 8, five people familiar with the matter told Reuters that the Biden administration is considering implementing new targeted restrictions on the export of chip manufacturing tools to China in the hope of not slowing down the chip manufacturing process. On the premise of flowing into the global economy, it will curb the development of China's largest chip manufacturer Semiconductor Manufacturing International (SMIC).
People familiar with the matter said that the U.S. Commerce Department, which is responsible for export policy, is actively discussing the possibility of banning the export of chip manufacturing tools to Chinese factories that produce advanced semiconductors at the 14-nanometer node and smaller to hinder China's efforts to make more advanced chips.
Even 14-nanometer chips are subject to sanctions. The United States is trying to force SMIC to death...
Two days ago, OPEC Secretary General passed away suddenly; last night, Johnson resigned; today, Abe was assassinated.
Not talking about conspiracy theories, just judging from the results, this is good for the Biden administration.
Oil prices have fallen, and inflationary pressure has lessened; Britain and Japan can also support more obedient people to come to power.
This is probably the reason why the United States has begun to encircle and suppress China in recent days...
5. This week, everyone should have realized that the market in July is much more difficult to operate than in May and June.
hotspots rotate and switch quickly, high-priced tickets are falling, some tickets are breaking, and the difficulty of operation is increasing.
At present, the risk of the index is not large yet, but as has been said repeatedly recently, the operation difficulty in July will be much greater than that in May and June. Everyone should pay attention!
