霸坝
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Today, both the Hong Kong stock market and A-share market have experienced a comprehensive surge.The Hang Seng Index has been consolidating for two weeks and finally decided to break out to the upside, indicating that the market for Chinese assets is preparing to take off.
I just came across a very good analysis, so I'm sharing it with everyone in the community.
Note: This content is not original and is reposted. The intention is to share with everyone for learning and analysis together.
This market launch is similar to the one in mid-September, coinciding with bullish monetary policy announcements in China and military demonstrations of strength, particularly the recent joint carrier training with the Liaoning and Shandong aircraft carriers, as well as official induction of the J-35A fighter jet. This sets the stage for a potential surge in Chinese assets.
At this moment, the frequent appearances of Chinese aircraft carriers and fighter jets could be seen as a hedge against potential risks from the U.S. presidential election.Regardless of who becomes the next U.S. president, the policy towards China is unlikely to change significantly, and in order to address internal conflicts, the conflict is likely to escalate further. Demonstrating military strength could help offset these concerns to some extent.
The competition between China and the U.S. is actually a tripartite competition involving technology, finance, and military, with military power being the key underlying factor.The United States' strength is primarily based on its powerful military power. With the support of military power, there is subsequent technological monopoly and financial dominance. Chinese assets have been suppressed for more than 3 years, which is actually the capital pricing China...
I just came across a very good analysis, so I'm sharing it with everyone in the community.
Note: This content is not original and is reposted. The intention is to share with everyone for learning and analysis together.
This market launch is similar to the one in mid-September, coinciding with bullish monetary policy announcements in China and military demonstrations of strength, particularly the recent joint carrier training with the Liaoning and Shandong aircraft carriers, as well as official induction of the J-35A fighter jet. This sets the stage for a potential surge in Chinese assets.
At this moment, the frequent appearances of Chinese aircraft carriers and fighter jets could be seen as a hedge against potential risks from the U.S. presidential election.Regardless of who becomes the next U.S. president, the policy towards China is unlikely to change significantly, and in order to address internal conflicts, the conflict is likely to escalate further. Demonstrating military strength could help offset these concerns to some extent.
The competition between China and the U.S. is actually a tripartite competition involving technology, finance, and military, with military power being the key underlying factor.The United States' strength is primarily based on its powerful military power. With the support of military power, there is subsequent technological monopoly and financial dominance. Chinese assets have been suppressed for more than 3 years, which is actually the capital pricing China...
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霸坝
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$Super Micro Computer (SMCI.US)$ Currently, many Asian countries' currency markets are being overwhelmed, with a large amount of US dollar capital waiting to enter for low-price acquisitions, except for China. The US stock market pool is already too full, capital will inevitably flee, and stocks are the most flexible. Most people have bought gold, causing a sharp rise in gold prices. Investing in gold as a hedge is a last resort, leading to an increase in hedging panic. This is a set of moves by international capital! Can those casual investors in the US stock market ask about the sudden selling off of large shares by the big shots about a month ago, followed by the continuous decline in the stock market? Where did the big shots' money go? Capital never sleeps! Whatever economists or brokers say is all nonsense! It's a smoke screen to fleece you casual investors!
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霸坝
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$Super Micro Computer (SMCI.US)$ High-interest rates cooperate with the inflow of hot money from wars, while low-interest rates create hot money. Isn't it contradictory? In any case, inflation is inevitable, so we can only appease public emotions verbally, and the value of assets such as housing prices continue to rise...
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霸坝
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$Super Micro Computer (SMCI.US)$ This trading is too obvious, you can make money when it falls or rises. Retail investors either follow short-term operations, or bullish and closely monitor the dynamics of the AI semiconductor trend, ready to exit at any time.
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$Advanced Micro Devices (AMD.US)$ Are amd and ai insulated? Also, there are video card production lines that can't blow up
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霸坝 SKYWalkers : China only has one rival, which is the United States. Industry, military, economy, culture, and technology are the pillars of American hegemony. Do you understand the reasons and purposes behind China showcasing its military strength?