Chapter 274 Big Brother, please raise the price quickly, the target is 3200!

Yesterday's financial news:

First, the U.S. CPI in April was 3.4%, down 0.1% year-on-year and 0.1% month-on-month to 0.3%.

Although it has declined, it is still very sticky.

Over the past few months, my country's monetary policy has been generally accommodative. In contrast, the US, which had been expected to cut interest rates in March before the New Year, postponed it to May. Later, due to a rebound in inflation and persistently high inflation, the cut was postponed to June...

Based on the current inflation trend, the United States is likely to cut interest rates around October (to coincide with the general election).

By then, the EU should have started considering a second or even third interest rate cut, and the UK should also be on the path of cutting interest rates.

A round of global loose monetary policy is imminent.

Second, ZJH stated: "Zombie enterprises" and black sheep must be resolutely cleared out of the market!

Supply-side reforms in the financial market continue.

For listed companies, it means strictly controlling the path to listing and increasing the intensity of delisting. The ST sector has plummeted 41.12% this year!

A large amount of funds are flowing out of these junk stocks, and a considerable portion of them should flow into blue-chip stocks.

In the future, it is very likely that my country's stock market will be like the U.S. stock market, where large blue-chip stocks will enjoy a liquidity premium over small and medium-sized stocks, and may even form a situation similar to the "Seven Sisters of the U.S. Stock Market" - most of the contribution to the rise and fall of the stock market is driven by a group of large, high-quality companies.

Therefore, it is recommended that when investing, priority should be given to enterprises with relatively low moral risks, such as central enterprises and state-owned enterprises. Even if you are itching to make a short-term gamble, it is recommended to keep a light position.

Third, the Slovak Prime Minister was shot and Putin came to China.

Slovak Prime Minister Fico opposed military aid to Ukraine. The incident coincided with Putin's visit to China, and the timing was very delicate.

After Putin was elected this time, the Minister of Defense appointed economist Belousov, which shows that Putin is ready for the long-term Russian-Bird War.

Fourth: A high-level conference on peace in Ukraine will be held in Switzerland on June 15-16.

Switzerland, which has always claimed to be neutral, has frozen Russian assets, and its reputation has long been shattered. In addition, Russia has stated that it will not attend the meeting, so this is destined to be a meeting that will not produce any results.

But this meeting will definitely be held, which is a common propaganda tactic used by the West.

I suggest that everyone take a break, make some compromises, and wait until the US election is over at the end of the year, then change the leadership and the approach before continuing.

Today's market:

Yesterday, the Shanghai Composite Index fell sharply by 0.82% and closed at 3119 points, just away from 3100 points. Strong cyclical stocks fell sharply after lunch, causing many people to worry.

Today, the Shanghai Composite Index opened slightly higher at 3127 points. The real estate sector surged during the session, with the real estate ETF rising over 4%. Nan Guo Real Estate closed at the upper limit, Vanke rose over 7%, and Gemdale Group surged 5% at one point...

The banking and insurance sectors also saw significant gains, with China Merchants Bank and Bank of Ningbo both rising by over 3%, while New China Life, Ping An Life, and China Life all saw gains of over 2%.

Strong cyclical stocks showed divergent trends. Gold stocks opened high and closed low, aluminum stocks showed strong performance, while copper stocks showed poor performance. Luoyang Molybdenum Co., Ltd. fell by more than 3%.

The shipping and shipbuilding sector opened high but closed low, experiencing a sharp correction. After hitting a record high yesterday, China Merchants Energy Shipping plummeted 7% today. COSCO SHIPPING Energy, COSCO SHIPPING Development, China Merchants Energy Shipping, and COSCO Shipping Specialized all fell by more than 2%.

The market in the past few days has been both uninteresting and boring. Not only is the Shanghai Composite Index continuing to adjust after breaking through a new high and entering a technical bull market, but also because there are still more than one to two months to go before the mid-year report, which means it is in a "performance window period."

Similar "performance window period" is the longest in the annual report from the end of the previous year to the beginning of the next year. There are a full three or four months between the release of the third quarter report and the annual report.

For such a long period of time, without the stimulation of performance, many institutions and investors chose to adjust their portfolios and change stocks during this period.

Q&A with stockholders:

"Angry Little Train": Will developing manufacturing increase wages?

The issue of wages is actually fundamentally a political issue, which involves the issue of profit distribution and the game between capital and people.

When capital is scarce and labor is abundant, capital is strong relative to labor and wages are low; when capital is not scarce and labor is no longer abundant, capital is weak relative to labor and wages will become high.

This is also the situation in many developing countries, and even in Western Europe in the past where there was a situation of sheep eating people and capitalists exploiting the proletariat.

In addition, this distribution can also be influenced through politics, with the government intervening in industrial capital and conducting secondary social distribution to affect the game between capital and manpower.

For example, subsidizing (using taxation, credit, etc.) a certain industry, cracking down on a certain industry, providing social security...

Ultimately, if we want to make a lot of money and gain a foothold in society, it is no different from animals competing in nature.

You need to constantly improve your abilities so that your abilities have a premium and become scarce. This way, you will have bargaining power relative to capital, which means you can get a high salary.

High ability = high salary.

Before we knew it, it was already noon. The three old sectors, real estate, banking and insurance, and liquor, started to show their strength. This is a good sign. Without the strength of these heavyweight stocks, there would be no bull market.

I wish the big brothers a long way to success and break through 3200 points first. As their younger brothers, we will follow behind, cheer them on and make some money by the way.

Fellow stockholders, if you have time, please send me a free gift to generate electricity for love. ^_^ Your support is my motivation to update.