Fourth, stabilize the property market and stock market to improve investment efficiency. Pulling the stock market to the height of real estate, it is the first time that it has such a high status, which affirms the meaning of the stock market to the economic pillar.The meeting exceeded expectations, China's assets rose sharply across the board, and it is also possible to have a daily limit of 1,000 shares.Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.
This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.
2. NVIDIA was suspected of violating the anti-monopoly law. The General Administration of Market Supervision decided to file an investigation according to law.Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.
Strategy guide
Strategy guide 12-13