古宇财经

The sensational national game military funds embezzlement case, the 80 million meme came from this way [doge]

The status of the A-shares today is much better than yesterday. Although the index hasn't risen much, the sentiment for individual stocks has improved across the board. The three major emotional clusters in Fujian and commercial aerospace consumption have all been restored. In the afternoon, we just need to increase the volume and pile up the number of stocks hitting the limit up. It's fine as long as the A-shares stop falling from high marks. The index is being heavily pressured by brokerages; there's no need for discussion. We'll wait for things to settle on the small daily side, and everything will have its conclusion.

12.18 A股盘前思路前瞻
Yesterday's rebound was due to the Bank of Japan's interest rate hike small essay, coupled with the index hitting the lower bound of the range. Just when the market needed a rebound, a reason to support the rebound appeared. From last night's US stock market performance, it is clear that there are more voices in favor of interest rate hikes. Currently, the global stock market, represented by US stocks, has been in a 'big bull' for 6 years and inherently has vulnerabilities. Concerns about the 'AI bubble theory' in the US have resurfaced, and funds are heavily risk-averse. The yen's interest rate hike may become a 'catalyst' for triggering a global liquidity shock. The Asia-Pacific market will be tested again today, and there isn't much to analyze. The index has been following a rhythm of 'Monday and Friday rebounds + mid-week adjustments' for the past two weeks. This kind of 'imitation' will continuously push forward the timing. For example, this Monday dropped early, and Wednesday rebounded early; it's just a change in appearance, let's see the effectiveness.
In terms of themes, when the money-losing effect can ease will determine whether the index is a pullback or a rebound. With dozens of stocks hitting the limit down every day and various high-position A-stocks being killed, no one would believe it if we say it's stabilizing. The two major sectors of finance and technology must continue to maintain an upward trend; if either direction is lacking, it is difficult to drive the current market. The ChiNext here is relying on the lithium battery industry chain to strengthen, and this direction's adjustment time and depth are sufficient. Moreover, there have been continuous price increase benefits recently. Let's first see how the sustainability is today, and one of the commercial aerospace and Fujian sectors must stand out to break the deadlock; personally, I am more optimistic about the commercial aerospace direction.
Wishing everyone a big rise and a long red today.

December 18 A-shares Investment Warning: AI Leaders Continue to Sell Off, Nvidia and Google Drop Over 3%
Three-dimensional World: Shareholders Plan to Reduce Holdings by 3.07%
Shengtai Group: Shareholders Plan to Reduce Holdings by 3.00%
Tender Shares: Shareholders Plan to Reduce Holdings by 3.00%
Zhonglun New Materials: Shareholders Plan to Reduce Holdings by 2.00%
Industrial Shares: Shareholders Plan to Reduce Holdings by 1.00%
Ocean Biology: Shareholders Plan to Reduce Holdings by 0.68%
Gikou Precision: Shareholders Plan to Reduce Holdings by 0.52%
Huasheng Tiancheng: Received the Arbitration Award from Changzhou Arbitration Commission, the ruling requires the company to return 35 million yuan in reward funds to the Changzhou High-tech Zone Management Committee and pay interest at 150% of the LPR rate.

Industry News
1. Putin: Ready to peacefully resolve all issues that have arisen in recent years; talks between the U.S. and Russia will be held this weekend in Miami.
2. The transformer shortage in the U.S. continues to spread, with domestic leading companies looking to fill the gap.
3. The world's largest! Our new generation artificial sun core power source has been successfully developed.
4. Step Stars released the first open-source edge-side Agent that can be implemented on mobile phones.
5. Six departments issued the "Key Areas Benchmark Levels and Reference Levels for Clean and Efficient Coal Utilization," aligning with the strictest pollutant emission requirements for coal domestically and internationally, and improving the benchmark levels for clean and efficient coal utilization.
6. On December 17, A500ETF saw a massive transaction volume of nearly 53 billion yuan, three times that of the CSI 300 ETF.
7. Announcement: Trump will give a speech to the nation at 10 a.m. today and introduce his governance plan for the next three years.

Trump plans to sign an executive order to reclassify marijuana on Thursday
White House officials said that Trump is expected to speak on the issue of marijuana reclassification on Thursday, and he plans to sign an executive order to reclassify marijuana as early as Thursday.

The Volcano Engine Annual Technology Conference, the FORCE Original Power Conference, will be held from December 18 to 19. At the conference, a new member of the Doubao large model will be grandly released, along with upgrades to the Agent development tools, expansion of the Agent ecosystem, and现场分享 of AI practical applications across various industries.

Multiple technology companies have passed the hearing at the Hong Kong Stock Exchange
1. Zhipu AI has filed with the Securities and Futures Commission and has passed the hearing for listing on the Hong Kong Stock Exchange.
2. Biran Technology has passed the hearing for its IPO on the Hong Kong Stock Exchange.
3. Xiyu Technology (MiniMax) has passed the hearing for listing on the Hong Kong Stock Exchange.

Multiple phosphorus chemical enterprises in Hubei have halted or reduced production
Recently, several cities in Hubei have experienced air pollution, with some cities reaching severe pollution levels, resulting in multiple chemical enterprises halting, reducing, or limiting production. As the core area of the domestic phosphorus chemical industry, the restrictions on production in Hubei will have a direct impact on the supply of key upstream materials for new energy batteries.

CITIC Securities' merger proposal with Dongxing Securities and Cinda Securities has been released
CITIC Securities announced that it is planning to merge Dongxing Securities and Cinda Securities through a share swap, and the company's A-share stocks will resume trading from December 18.
Brokerages are likely to once again prove that no good news is useful.

The three major U.S. stock indices closed lower on December 17, with the S&P and Dow falling for four consecutive days. Large technology stocks fell broadly, with Tesla and Broadcom down over 4%, NVIDIA down nearly 4%, Google down over 3%, and Meta and Apple down over 1%. The energy storage concept, semiconductors, and computer hardware saw the largest declines, while the oil and gas, energy, and precious metals sectors rose. The Nasdaq China Golden Dragon Index closed down 0.73%.

The rumor about Japan's temporary halt on interest rate hikes has not been officially announced, so it is best not to believe it. The global market has already priced in the risk of interest rate hikes. If there is no rate increase, all previous declines would be in vain, and the future would still be uncertain, leading to greater losses. You may not believe in the big A, but you should trust the news from Wall Street.

The principle of popular themes and strong leaders not exceeding three days of divergence; if it can reverse within three days, it can continue; if it cannot reverse, most of them are A-kills.

The afternoon stretch in the A-shares is just a routine operation at the bottom of the box. The volume has increased, but the follow-up buying is particularly low. The number of stocks hitting the limit down has settled at the intraday high. Recently popular sectors like Fujian, commercial aerospace, and consumer stocks have all tanked. The active funds have basically been mopped up, leaving little money for follow-up buying. Today, Chen Xiaoqun on Huanghe Road is also likely to have lost money. The sentiment cannot be reversed, and there's no need to discuss anything else.

Just like December 5th, pulling the bottom of the box to complete the task is all it takes. As long as they want, the index can be controlled, but why does it always wait until the end? The trend after December 5th can also be referenced~ The popularity has dissipated, and the team is hard to lead~

One contract worth over 300,000, and in one day, it reaches the height of Moore's Law. Behind it, companies like Yushu Technology and Changxin Storage can't even imagine how exaggerated it could be. On one side is a continuously weakening market, and on the other side is the carnival of new stocks. How can human joys and sorrows be connected?

Eleven European countries suddenly announced the formation of a multinational force to be stationed in Ukraine, German Chancellor Merz takes over from Zelensky and continues the performance. I have noticed that the countries defeated by fascism have been very active lately; do they feel that the seal has been lifted and can indulge again?

The trading volume has shrunk by nearly 100 billion again, and the number of stocks hitting the lower limit and those close to it remains high. In the morning, the technology and consumer sectors each tried to create some momentum but were unsuccessful. Securities firms firmly held down the index, which in turn suppressed market sentiment. The weakening of Fujian and commercial aerospace has extinguished the limited hopes for the day. In short, there are many issues; let's see where the breakthrough can occur first. One should not have too high expectations for A-shares at the end of each year; this mindset will improve things a lot.

December 17 A-shares Investment Lightning Rod:
Aerospace Information, Aerospace Engineering, Aerospace Changfeng and others intensively clarify that their main business does not involve commercial aerospace
Funeng Technology: Shareholders plan to reduce their holdings by 2.00%
Huasu Co., Ltd.: Shareholders plan to reduce their holdings by 2.00%
Ningbo Color Masterbatch: Shareholders plan to reduce their holdings by 1.29%
Suoao Sensor: Shareholders plan to reduce their holdings by 1.02%
Saiwei Microelectronics: Shareholders plan to reduce their holdings by 1.00%
Heyuan Gas: Shareholders plan to reduce their holdings by 1.00%
Jiaojian Co., Ltd.: Controlling shareholder Xiangyuan Holdings and actual controller Yu Faxiang's shares in the company have been judicially frozen, pending freezing, and judicially marked.

12.17 Pre-market Thoughts
Monday's surge followed by Tuesday's low open and decline mirrors last week's trend. Today, we will see if we can halt the decline like last Wednesday. Sometimes being too predictable isn't a good thing; it can introduce 'variables' and amplify panic. Since November, the continuous sluggishness of the A-shares and lack of confidence have made capital more focused on the influence of external markets. Before Japan's interest rate hike lands, the global market is likely under pressure, with the most severe impact on the U.S. stock market. Therefore, we can only wait for an overseas halt in the decline.
In terms of sectors, mainstream funds are still primarily focused on commercial aerospace and consumption. The former is more suitable for high selling and low buying, while the latter is better for chasing uptrends and cutting losses. The newly launched autonomous driving has shown decent intraday strength, but the timing is slightly off. The desire to cash in on profits is quite strong, and the likelihood of sustainability is not very high. Recently, the number of limit down stocks has been increasing, and the height of limit up stocks has further compressed. It all relies on the Huanghe Road trading seat to set the pace. Once Huanghe Road stops buying or gets stuck, the active liquidity is likely to vanish in an instant. We still need to guard against the possibility of the index breaking expectations. Control positions, observe more, and act less; do not randomly catch the bottom, and wait for stabilization on the right side.
Wishing everyone a strong surge today.