Chapter 322 The Unpredictable Future
Monday, July 29, 2024.
Jisilu: 3.72 Shanghai Composite Index: 2889
After the fermentation of many news over the weekend, today's market seems to be calm, but individual stocks are relatively differentiated.
1. In the shipbuilding sector, under the expectation of an upward cycle and with the support of favorable restructuring, China Heavy Industry once soared by 8%, which made Li Feng smile bitterly.
I thought that the trend of the shipbuilding sector would remain calm like the previous few months, but unexpectedly, the trend has become increasingly strong in recent days.
Investing is so anti-human.
When you think it won't rise, it will rise and keep rising; when you think it won't fall, it will start to fall.
Some are unpredictable.
2. In the real estate and liquor sectors, many stocks have unknowingly fallen below the low point of the last real estate rescue.
For example, Gemdale Corporation has fallen to 2.89 yuan, setting a new low, and Luzhou Laojiao has also fallen to 127.50 yuan, setting a new low in several years.
As we can see from the small details, other stocks in these two sectors are also performing poorly.
The era of these two sectors has passed.
It will take at least several years for these two sectors to regain their vitality.
3. After several days of adjustment, most of the non-ferrous metal sectors such as gold, copper, aluminum and tin have lost their gains in the second quarter. Some stocks have begun to show signs of stabilization.
This sector is still waiting for news on the Federal Reserve's interest rate cut.
Weekend Consultation Review:
1. The conflict between Lebanon and Israel escalates.
There are still a few months until the US election.
In recent months, conflicts in Europe and the Middle East have become increasingly intense.
Over the past half month, commodity prices have been so sluggish. In addition to recession expectations, this may also be due to some war expectations.
2. This year, floods have occurred repeatedly in various river basins in China, which is very likely related to the frequent solar flares in the past.
Also, many people say that the next 20 years will be the Nine Purple Fire Luck.
Excluding all kinds of metaphysics and superstition, I think this is very likely to indicate that due to drastic climate changes, various natural disasters will be brought about, leading to a change of regime.
3. Fuyao Glass is under investigation.
Although the announcement said that there were no problems and production and operations were normal.
However, today Fuyao Glass still gapped down by nearly 6%.
This just shows that in the context of decoupling between China and the United States, investing in the United States definitely involves great risks.
Shareholders exchange:
1. "Brother Jun loves to trade stocks": Solid-state batteries should be a good direction.
Solid-state batteries will not be available on the market until 2027-2028. Now it is just a concept hype, which is a fool's errand. Whether it can be converted into performance in the future and who will become the leader is still an unknown.
2. "The Unimaginable Midorima Shintaro": Our family has a small aluminum sheet factory, and my father is currently preparing to import a batch of goods. I would like to ask how the aluminum price will go in the future?
No one can predict the future.
However, as a businessman, the price of aluminum has just fallen recently, so if there is profit, just buy it.
3. "Dream as leisurely as new":
In fact, there is no need to be so confident. What do you think of the Tianlong people in CICC? It is difficult for us to achieve a good distribution of wealth. The gap between the rich and the poor is still widening, which is also the reason why the A-share market cannot rise.
Wealth distribution is a global problem and an inevitable result of historical cycles.
As for this, since we have thousands of years of history, the upper class is fully aware of this (scholars, farmers, merchants and artisans, water can carry a boat, but it can also capsize it), and the lower class also knows that "are there any special breeds of kings, princes, generals, and ministers?"
Therefore, people in China still care about this, and generally the national fortune is longer, while abroad it is the naked law of the jungle, and the national fortune is generally shorter.
4. “Big Bulls Travel the World”: Do Saudi ETFs have long-term investment value?
Don't understand Saudi ETF.
In fact, at the current point, A-share ETFs have much more investment value than any foreign ETFs.
Investing is a gamble on the fate of a country.
5. "Hua Ling, who loves red plum blossoms": Why is it said that the future will definitely be extended-range? Isn't BYD's DMI selling very well now?
The response time of the electric drive is about 5 milliseconds.
The response time of mechanical transmission is about 500 milliseconds.
Therefore, if we want to realize the intelligence of automobiles, such as active safety and intelligent driving, electric drive is the only option.
Zengcheng and pure electric are electric drive routes, while hybrid is a mechanical mode, which can be regarded as a fuel vehicle to a certain extent.
Now, many companies are promoting smart driving, but this is actually an attempt to cover up the truth, because many companies are just shell companies, do not have their own technology, and cannot achieve active AEB.
Due to regulatory issues, it seems that there is still a gap between everyone in terms of intelligent driving.
However, the latter, that is, active AEB, active safety, is a world of difference. This can be seen on short video platforms such as Douyin. Only Huawei has achieved stable and reliable active AEB (risk avoidance short video).
We may not have autonomous driving, but active safety must be first-class.
In the future, models priced above 200,000 yuan, or even 150,000 yuan, will definitely be equipped with active AEB at the Huawei level as standard, which is something DMI cannot achieve.
Due to cost issues, many low-end models below 150,000 yuan will not be equipped with it, and it is likely to coexist with fuel vehicles in the low-end market for a long time.
In the future, once BYD also breaks through and reaches the level of Huawei's active AEB and intelligent driving,
In other words, if Huawei decentralized the active AEB+ intelligent driving technology, the picture would be simply too beautiful.
Continue read on readnovelmtl.com
