Chapter 313: The Americans are finally going to cut interest rates
Thursday, August 1, 2024.
Jisilu temperature: 4.57 Shanghai Composite Index: 2940 points.
1. In the early morning, the Federal Reserve announced that it would consider discussing an interest rate cut in September.
It seems that in the battle between high blood pressure and low blood sugar, the Americans did not gain any benefits and had to take the initiative to cut interest rates.
At the same time, the Bank of Japan announced yesterday that it would raise interest rates by 15 basis points and reduce its bond purchases by 400 billion yen per quarter.
Considering yesterday's surge in A-shares and the recent days of plummeting commodities and a decline in the stock market.
It's hard not to believe that there is no conspiracy.
Since the United States is about to enter the interest rate cut channel, commodities should return to the upward channel.
Sit tight and wait for the Fed to officially cut interest rates.
2. Rumor has it that Persia wants to retaliate against Israel.
The last conflict between the two countries was just a formality, like a double act, and passed away tacitly.
This is because what Persia needed was a proxy war, not a direct end.
This policy should continue to be implemented this time.
Be patient a little longer.
Anyone with a discerning eye knows that Persia has been infiltrated like a sieve, and has experienced many incidents, including one that happened during the presidential inauguration.
It's a naked threat and intimidation.
This is not only an organizational problem, but more importantly, it is an ideological problem.
In modern society, Europe and the United States have absolute dominance in the information field (using computers, mobile phones, etc. as carriers), and use this hegemony to invisibly spread various news that is beneficial to themselves, establish their own high-end image, brainwash other people, and reap other countries' wealth.
Many times, the Americans take advantage of this advantage and impose various financial inducements to incite unrest in many regions.
For example, the recent riots in Venezuela.
So, from this point of view, it is very important for us to conquer the two core areas of chip manufacturing and mobile phone operating systems.
Of course, it can also be predicted that once our production capacity problem is solved, these countries that have "suffered from the United States for a long time" will definitely purchase relevant equipment from my country without hesitation and replace the American equipment in the domestic information field one by one.
This is a general direction.
By then, without the dissemination of these "media" and the positioning of these "media", the American public opinion offensive will be equivalent to losing its right-hand man and left-hand man, and losing this information hegemony.
This is also one of the reasons why they blocked and suppressed my country's information industry.
3. Guoxinhui:
1. At the ZZJ meeting a few days ago, it was proposed that "domestic demand should be expanded with the focus on boosting consumption."
It is very likely that tax reform will be accelerated.
There are reports that in future tax reforms, part of the consumption tax revenue will be allocated to local governments.
If this is the case, then local governments will have more momentum to create a better consumption environment, which will definitely benefit local residents.
The momentum of economic development will also be partially transferred from real estate to consumption.
4. Haitong Securities Vice President Under Investigation
Rectification of the financial sector.
In other words, in the financial field, if China and the United States want to decouple financially, a large number of people who are ideologically pro-American but have their backs on the outside world must be cleared out.
It can be said bluntly that many people in the financial field have crooked butts. On the one hand, it is because they have been trained in the European and American financial thinking, so they will naturally defend the European and American financial theories and are profit-driven. They don’t know what it means to pursue profit and what a financial system with Chinese characteristics is.
Their thoughts and brains, their butts and wealth, their words and expressions are all outwardly American.
Their bodies, heads, and bones are firmly imprinted with the mark of the era of comprehensive westward movement over the past 30 years.
Now, China and the United States are decoupling, the East is rising and the West is falling, and the times have changed.
Their mission has ended, their era has ended, and they will definitely be eliminated by the times (it is difficult, very difficult, many of them are second- or third-pocket wealthy, but reform is necessary).
In addition to the financial sector, there are also important areas such as education, medical care, and culture, which will surely be rectified one after another in the future (relatively simple).
Today's market:
After opening high at 2940 points today, the index began to fluctuate up and down, and finally closed at 2932 points.
During the trading session, sectors that generally rose yesterday began to diverge.
Gold, copper, nonferrous metals and other sectors weakened, while shipbuilding rose, like a seesaw.
The liquor and real estate sectors were hit hard.
The decline of an industry or a sector does not happen overnight. In many cases, it takes several years or even more than ten years.
Naturally, the upward trend and reversal of these industries and sectors cannot happen within just a few months or one or two years (the longer the cycle, the greater the rise and fall within the cycle, the more worthy of investment; the shorter the cycle, the smaller the rise and fall within the cycle, and naturally more caution is required).
Therefore, we should stay away from these industries and sectors, wait and see, and not be anxious.
Because once these industries improve, there will be plenty of time to buy.
This time window is very long, usually at least half a year and at most several years.
Don't be in a hurry.
Never underestimate the stupidity of the masses and the greed of capital.
Shareholders exchange:
1. "Xiao Ji, a Chinese Medicine Lover": What are some suitable stocks for the smart connected car concept? I can't find any good ones.
Now, the position is already relatively high, and many of them are targets for greater fool's bets.
Although I have a target, I don’t recommend buying it.
2. "Li Yunbiao who likes fir wood": Just keep going.
Keep going, sometimes, stock trading is just so boring and uninteresting.
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