3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.Today, the disk is normally opened at 3490-3500, and the opening is not overshooted, so the support of 3450 is directly stepped back. The consistent action of the disk is that everyone is running, institutions are running, and retail investors are running. Today's selling pressure is higher than that in early November and any day in early October.First, the biggest news
Contemporary Amperex Technology Co., Limited and Stellantis set up a joint venture company, investing over 4 billion euros to build a battery factory in Spain. First of all, this is a new mode of exploring the sea; Furthermore, the cooperation with Stellantis is mainly to supply lithium iron batteries. The introduction of Ferrous lithium phosphate parity technology will drive a new round of electrification in Europe, and the penetration rate of overseas Ferrous lithium phosphate will be accelerated from 0 to 1, which means that it will be possible to replicate our 2020.Tomorrow's strategyTomorrow's strategy
Shanghai supports mergers and acquisitions of listed companies. It is mentioned that we should focus on the three leading industries of integrated circuits, biomedicine and artificial intelligence, sort out the list of potential key M&A target enterprises, and organize high-quality listed companies to connect with the target enterprises.If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.