Chapter 350: Rising in the East and Setting in the West, in progress...
Tuesday, March 11, 2025.
Last night, the U.S. stock market suffered a "Black Monday."
The Dow Jones Industrial Average fell -2.08%, the S&P 500 fell -2.69%, and the index of the seven largest US technology stocks fell -4.7%!
Among them, Tesla closed down more than -15.4% (the biggest drop in more than four years, halved from its December high), Nvidia fell -5.07%, and Apple fell -4.85%!
Today, the Shanghai Composite Index opened at 3335.44 points, then fluctuated upward, and accelerated to close at 3379.83 points in the late trading!
It is very rare that A-shares have completely broken away from the influence of US stocks.
This is not surprising. This situation is exactly what we repeatedly emphasized last year: the decoupling of China and the United States, and one of the landmark events of the rise of the East and the decline of the West!
1. DEEPSEEK shattered America’s AI illusion.
Last year, the U.S. stock market was swept by a wave of AI, among which the seven sisters of the U.S. stock market, led by Nvidia, led the U.S. stock market to a sharp upward offensive.
For a while, it seemed that American technology was working again.
However, during the Spring Festival, the sudden emergence of Deepseek directly shattered the American illusion of technology, awakened countless people who were still sleeping, and had an impact all over the world.
This not only influenced a large number of people ideologically, but also affected global capital allocation...
2. L3 will tear off the fig leaf of Tesla FSD.
In the future, it is very likely that L3 will be implemented in China within the year.
This will definitely affect the future car market.
Among them, Tesla's once proud autonomous driving technology will inevitably be stripped of its veil after L3 legislation.
In terms of choosing a technical route, common sense alone will tell you that fusion technology is far more secure than cameras.
In the future, as autonomous driving technology advances, companies that cannot keep up with the technological advancements will inevitably be eliminated.
3. Trump: "The possibility of a US economic recession this year cannot be ruled out." The US stock futures market expects that the US stock market will cut interest rates once in June, July and October.
It's still the same judgment as last year.
In order to solve the high debt, the best option for the Americans is not to increase revenue and reduce expenditure, but to "default on debts" by flooding the market with money and causing high inflation.
In the future, there will either be slow, steady inflation and continued default,
Or, they will quickly "create" a crisis, have a big devaluation, and flood the market with money, just like the script in 2020.
However, this is only a temporary solution.
The strength of a country still depends on its most basic industrial production capacity.
Nowadays, with the industrial manufacturing capacity of the United States far behind, the pillars (military + technology + culture) used to maintain global hegemony are
The latter has begun to waver.
Deepseek breaks the technological hegemony of the United States.
Nezha's attack on the American cultural hegemony is just the beginning.
In the future, there will be more phenomenal products and phenomenal companies going global and gradually becoming our multinational companies.
4. US Secretary of State Rubio: "Ukraine must make territorial concessions in peace talks."
It's a conspiracy.
It's also an open conspiracy.
The US is pushing Europe to confront Russia, thereby emptying Europe's industries and capital. The worst hit is Ukraine, which is extremely naive.
You make wedding dresses for others and still feel complacent about it.
Since the beginning of the year, Trump has been successfully elected, and the A-share market is still looking for direction amidst fluctuations.
First, the hype was about robots/AI, DEEPSEEK, Nezha, etc., and a few days ago, the hype started about small metal themes.
In the future, we will find direction amidst chaos.
I still believe that inflation will be the mainstream in the future. However, in this round of inflation, some varieties have performed poorly due to supply and demand issues.
Some varieties will also perform differently due to supply and demand issues.
But this is all based on the judgment of future trends.
Stock speculation is speculation on expectations. Every decision must be based on one's own judgment.
As the saying goes, ten birds in the bush are not as good as one bird in the hand.
When investing, it is natural to give priority to certain investment opportunities and varieties.
Continue read on readnovelmtl.com
