Chapter 227 I heard that you are all researching resource stocks?

Monday, April 8, 2024.

Yellen visited during the Qingming Festival.

As usual, the United States has been stirring up trouble these days to create leverage.

On the one hand, rumors began to spread, accusing my country of "subsidizing the new energy industry chain" and saying that "Chinese products are too cheap... and have too much production capacity..."

On the other hand, the released non-farm payroll data far exceeded expectations.

Unfortunately, the financial markets seemed to ignore this data. Gold, copper, zinc, aluminum, tin and other commodities all hit recent highs! Shanghai silver even hit its daily limit.

Indeed, the current situation has surprised both Europe and the United States.

They thought that they would kick China out of the industrial chain and implement a suffocation strategy, but they did not expect that China's manufacturing industry would not retreat but advance, becoming stronger and stronger.

Nowadays, photovoltaic power generation, wind power components, and new energy vehicle industries in the new energy industry chain have begun to overtake others and have begun to dominate the world.

New energy vehicles, in particular, began to be exported in large quantities abroad, directly threatening the automobile industries of Germany, Japan, and the United States, and shaking the cake of Europe, the United States, and Japan in this huge industry.

The United States can no longer sit still and has said it plans to investigate electric vehicles manufactured in China.

The European Union also said it would require customs to register cars imported from China.

When faced with China's new energy industry, they can't compete, so they suppress it; when they can't suppress it, they ban it; when they can't ban it, they criticize it...

One stockholder commented pointedly: "If we weren't so strong in our guns, the imperialists would definitely come and rob us."

The competition between countries is so cruel.

The butt determines the head.

If you are poor, you will build high walls in your courtyard and serve as trade barriers; if you are rich, you will open your doors and engage in free trade.

Think about it, more than a hundred years ago, European and American imperialism drove warships and used cannons to blast open the gates of the Qing Dynasty, euphemistically calling it "free trade";

Look at the present day. In just over a hundred years, European and American imperialism no longer talks about "free trade". Instead, it has begun to accuse others of producing goods that are too cheap and has set up various trade barriers to prevent goods from other countries from entering their own countries.

How ironic.

This is indeed the case. Chinese cars and mobile phones can sell well all over the world, but they cannot enter the US market.

It’s not because your product quality is bad.

It's because the US market is not open to you.

His market will only be open to local companies and companies under the puppet states that he controls.

It is foreseeable that in the future, the market of one billion people in Europe and the United States will likely gradually close to my country.

If there is no market for goods, there will be no profit.

Without profits, companies will have no money to invest in product development and will easily fall behind in the competition.

It is easy to create a vicious cycle.

This is also the reason why the US market has closed its market to Chinese cars and Chinese mobile phones.

Because these two industries are the two largest industries in the world. The former sells tens of millions of units a year, and the latter sells billions of units a year, with a total global output value of tens of trillions.

This huge profit can only belong to the United States.

Therefore, when Huawei surpassed Apple, the United States cut off the financial support, began to detain Meng Wanzhou, began to ban the sale of chips, banned the pre-installation of Google's three major products, and began to ban the sale of various chip-related products...

Its purpose is to ensure that it can stand firmly at the top of the food chain, obtain the vast majority of profits, and never allow anyone to challenge its low position.

If you can't beat them, steal; if you can't steal, rob; if you can't rob, cheat; if you can't cheat, cheat.

In fact, this is their bandit logic.

Nowadays, my country's new energy vehicle industry is becoming more and more popular, especially as a large number of manufacturers have begun to expand into high-end models and export them in large quantities, while Tesla has begun to show some signs of decline.

It is very likely that the United States will do the same thing again and cause trouble in the future.

It's just that one billion Europeans and Americans are human beings, but aren't the other six billion people in the world human beings? Are the people in other developing countries also human beings?

Even if you don't play with us, our production capacity is enough to have fun with our friends in developing countries.

Realization: the cycle of resources-manufacturing-consumption,

In the future, it is very likely that the US dollar will only be a problem for the United States.

Because there is a new industrial chain that has just been rebuilt and does not need, or does not need, so many US dollars.

After paying attention to Yellen’s visit to China, Li Feng refreshed today’s financial information several times.

In the past two days, my friend circles have been flooded with posts discussing resource stocks. When I meet someone, the first thing I say is, “I heard you’re all researching resource stocks?”

Many big Vs and small Vs opened the 2021 periodic table and studied it element by element.

The market sentiment is very high.

Sure enough, as soon as the market opened today, resource stocks soared collectively, and it felt like they exploded on the spot.

Zinc Industry Co., Ltd., Baiyin Nonferrous Metals Co., Ltd., and Oriental Zirconium Co., Ltd. all hit their daily limit up, while Luoyang Molybdenum Co., Ltd., Zijin Mining Co., Ltd., and Aluminum Corporation of China set new highs. China National Gold Group Co., Ltd., Shandong Gold Group Co., Ltd., the tin sector, the oil and shipbuilding sector, and even the steel sector all began to surge...

At the same time, liquor stocks began to plummet collectively.

Luzhou Laojiao plummeted more than 6%, Wuliangye and Shede Wine plummeted more than 4%, Kweichow Moutai fell more than 3%, and theme stocks were largely out of business. The overall market had a very different style.

Half ocean, half fire.

The liquor industry is not bad.

Kweichow Moutai is better.

But it's still expensive.

More importantly, the upward risk rate is very low.

If the price of Kweichow Moutai were lower, for example, falling to around 1,000 yuan, it would be a good target.

I believe many people think so.

It is very likely that by then, someone will create an opportunity to meet the conditions for purchase (today, the recycling price of loose bottles of Kweichow Moutai fell below 2,600 yuan).

Before I knew it, it was three o'clock in the afternoon.

At this time, contrary to many people's expectations, the gains of resource stocks fell across the board. Luoyang Molybdenum Co., Ltd., Zijin Mining Co., Ltd., and China Aluminum Co., Ltd. all turned green. The Shanghai Composite Index fell 0.72%, and the ChiNext Index fell 1.81%.

Xiao Bo touched his chest and felt much more comfortable.

The stock market has been rising so fast these days that he feels a little uneasy.

The market fell a little today, but I feel more at ease.

"Take it slow, let it rise slowly, don't be anxious..." Xiao Bo comforted himself in his heart.

Old Chen watched Luoyang Molybdenum's roller-coaster performance, his heart pounding. Seeing that the closing price had dropped by more than a point, he couldn't help but curse, "Why did it drop? Could it have reached the top? Could it be forming a top?"

While hesitating, he saw that the China Heavy Industry that he had sold earlier had actually increased by more than 2 points, and he couldn't help but feel a little regretful:

"Oh my, why did the price go up as soon as I sold? Oh my, it's rising so fast with huge volume, is it going to break through? This pattern is really good..."

“Did I chase the high?”

He shook his head from side to side, somewhat bewildered.

Li Feng did not do anything today. He drank a cup of tea and started walking home.

There is no sign of change in the logic of the great inflation cycle.

Therefore, in this bull market led by resource stocks, the short-term trend is difficult to predict. The most important thing is not to run around, flirt with other people, and always look for higher ground than others, but to practice your butt skills, sit firmly and hold on, and don't be thrown off the bus in the middle of the bull market.

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