Chapter 314: Rising in the East and Falling in the West, in progress

Friday, August 2, 2024.

Jisilu temperature: 4.57, Shanghai Composite Index: 2913 points.

Last night, Li Feng thought about the portfolio adjustment strategy for a long time.

Today, he got up very early, wrote a manuscript, and published it on VV.

Then, the plan to adjust the portfolio was completed as soon as the market opened.

After adjusting his positions, he rubbed his eyes and began to browse today's news and market conditions.

1. The UK cuts interest rates and US technology stocks plummet.

The UK cut interest rates by 25 basis points as expected, and US technology stocks suffered a collective sell-off.

Among them, Nvidia plummeted 6.7% today after yesterday's surge, Tesla fell more than 6.5%, Intel plummeted more than 20% after the market closed, and stopped paying dividends for the first time in 32 years.

Sharp rises and falls have become the characteristics of the U.S. stock market in recent days.

Hidden behind this is the rise and fall of the world situation.

The current world situation can be compared to a circle, or a week. The US stock market has already passed its prime, and a slow decline is a trend in the future.

A-shares, on the other hand, are at the point before dawn, climbing day by day, moving out of the bottom, and rising higher and higher. This is its future.

Therefore, in this period of intense turbulence, global stock markets are experiencing sharp rises and falls in stock indices.

With the endless wars in the world,

Along with various black swans,

But in the end, A-shares will climb upward slowly and steadily, looking back every step of the way, against the backdrop of further domestic easing policies and improved cross-border flows of international capital.

The rise and fall of wealth is ongoing...

2. According to reports: "The U.S. 2-year Treasury bond yield fell to a new low since May 2023."

The Fed's interest rate cut is closely related to the rise and fall of the U.S. stock market, because the U.S. stock market is related to the interests of capitalists and the amount of U.S. national wealth.

If the US economy continues to plummet like it did in 2020, and there is a risk of triggering a financial crisis,

That will certainly force the Federal Reserve to cut interest rates immediately, or even significantly.

At the same time, we can also pay attention to the U.S. Treasury yields.

This is the direct pricing of funds for the Fed's interest rate cut expectations.

3. According to reports: "Saudi Arabia's sovereign wealth fund signed a cooperation agreement worth US$50 billion with six Chinese financial institutions."

China-Saudi Arabia cooperation is becoming increasingly close, and in the future, petrodollars will gradually be converted into petroRMB.

Of course, we are not the Americans, and our currency cannot just focus on oil.

It is estimated that it will be linked to a variety of commodities in the future.

This, in turn, involves the grand vision of how to govern the world in the future.

Generally speaking, the American concept of global governance is a typical jungle mentality, hegemonic mentality, and colonial mentality. It is crude, uncivilized, barbaric, and backward.

Our global governance concept is "building a community with a shared future for mankind."

If virtue does not match one's position, disaster will surely occur.

It is obvious that after decades of practice, the US's global governance has completely failed.

Failed in ideas, failed in civilization,

The future global governance model will definitely belong to us.

We have the ability and the obligation.

4. my country's 30-year treasury bond futures hit a new high.

SWB: “We will promote the issuance of a comprehensive document to promote the high-quality development of service consumption”

"We will revise and issue the 'Administrative Measures for Strategic Investments by Foreign Investors in Listed Companies' to guide more high-quality foreign investors into the capital market for long-term investment."

At a time when the expectation of easing in the United States is getting closer and closer, and against the backdrop of easing external pressure on my country,

We are also gradually preparing for loose policies to slowly and steadily pull our economy up from the bottom.

Funds are like water, and A-shares are the boat.

As money gradually flows back into A-shares, it is unknown which sectors will be at the forefront and stand out from the crowd in the future.

Today's market:

Today, the Shanghai Composite Index opened at 2913 points and fell all the way, plunging 0.84% ​​in the late trading to close at 2907.87 points, beginning to test 2900 points.

Many people began to panic again.

But I can say very clearly that now is the bottom, and there are gold mines everywhere.

Now, compared with the Shanghai Composite Index falling to 2865 points a few days ago and 2635 points in February this year,

Today's situation should gradually become more optimistic.

Because the U.S. stock market is experiencing a pulse-like decline.

The outflow of capital is gradually abandoning the US stock market and flowing into the world, especially the A-shares, which are currently the most attractive in the world.

Moreover, half a year has passed since the A-share market fell into the deep pit of 2635 points in February.

The funds that should have left have already left.

The incoming funds cannot leave without a certain amount of space.

In this era of drastic changes in the international situation,

In this era of great changes unseen in a century,

A-shares are also at the bottom and are undergoing rebirth.

In the future, we will see more dramatic fluctuations in the U.S. stock market.

Don't be surprised whether it rises in a pulse or falls in an explosive manner, but it will eventually fall slowly.

A-shares will also experience sharp rises and falls, and nonsensical trends, but will eventually rise slowly.

At the bottom, hold on to your chips and wait for the wind to come.

Shareholders exchange:

1. "Ma Tifeng who loves eating pork knuckles with plums": Are you still optimistic about the big inflation cycle now?

I am still optimistic that inflation will be an unavoidable topic in the next few years.

It is even possible that both domestic and foreign monetary easing will lead to hyperinflation.

2. "Qi Yanglong, who loves tofu and braised fish": Strengthening China's financial sector is a national strategy. Securities mergers and reorganizations will drive significant market activity. The index stabilized at 2635 points and before due to banks and insurance companies. This time, the market's stabilization and upward trend requires a surge in securities firms (which began on July 31st).

Regarding the securities sector, after observing it for the past six months, I believe that we should implement "supply-side reform" and merge and reorganize multiple securities companies into several large institutions.

Becoming bigger and stronger is secondary. What is important is to facilitate supervision and eliminate those who are not doing well.

As for performance, you need to dig it out yourself.