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
昨天反弹是因为日本央行加息小作文，加上指数打到箱体下轨，在市场本身需要反弹的时候，刚好出现了一个能够支撑反弹的理由，从昨晚美股走势看，明显还是认为加息的声音更多，当前以美股为代表的全球股市已经6年“大水牛”，本身就有脆弱性，美国“AI泡沫论”的担忧又起，资金避险情绪较重，日元加息有可能成为诱发全球流动性冲击的“催化剂”。今天亚太市场又要经受考验了，也没啥需要多分析的，近两周指数都是“周一周五反弹+周中调整”的节奏，这种“模仿”会将时间点不断前移，例如这周一提前跌，周三提前反弹，换汤不换药，就看疗效吧。
题材上，亏钱效应何时能减缓，决定了指数究竟是反抽还是反弹，每天几十家跌停，高位各种A杀，说是止跌企稳肯定也没人信的，金融和科技这两大板块就必须继续维持向上态势，但凡少一个方向都很难拉动目前的市场，创业板这边则是靠锂电产业链走强带动，这个方向回调时间和深度都足够，而且近期不断有涨价利好催化，今天先看看持续性如何，商业航天和福建板块得有一个站出来破局，个人更看好商业航天方向。
祝大家今天大涨长红。

12月18日 A股投资避雷针：AI龙头抛售潮持续 英伟达、谷歌跌超3%
三维天地：股东拟减持3.07%股份
盛泰集团：股东拟减持3.00%股份
招标股份：股东拟减持3.00%股份
中仑新材：股东拟减持2.00%股份
兴业股份：股东拟减持1.00%股份
大洋生物：股东拟减持0.68%股份
吉冈精密：股东拟减持0.52%股份
华胜天成：收到常州仲裁委员会裁决书 裁决要求公司向常州高新区管委会退还奖励资金3500万元并按照LPR利率的150%支付利息

行业要闻
1、普京：准备和平解决近年来出现的所有问题，美俄将于本周末在迈阿密举行会谈。
2、美国变压器荒持续蔓延，国内龙头公司望填补缺口。
3、全球最大！我国新一代人造太阳核心动力源研制成功。
4、阶跃星辰发布首个开源能在手机上落地的端侧 Agent。
5、六部门关于发布《煤炭清洁高效利用重点领域标杆水平和基准水平》，对标国内外煤炭最严格污染物排放要求，完善煤炭清洁高效利用标杆水平。
6、12月17日，A500ETF天量成交近530亿元，成交额达沪深300ETF三倍。
7、预告：特朗普今日上午10点将向全美发表讲话，并介绍自己未来三年的施政计划。

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.

火山引擎年度技术盛会，FORCE原动力大会将于12月18日至19日召开。大会上，豆包大模型全新成员将重磅发布，还有Agent开发工具升级、Agent生态扩容，同时也有千行百业AI落地实践现场分享。

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.

美股三大指数12月17日收盘全线下跌，标普、道指连跌四日。大型科技股普跌，特斯拉、博通跌超4%，英伟达跌近4%，谷歌跌超3%，Meta、苹果跌超1%。储能概念、半导体、计算机硬件跌幅居前，油气、能源、贵金属板块走高，纳斯达克中国金龙指数收跌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.