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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.Alas, every time the policy is issued, it is after the closing of A shares, and then Hong Kong stocks and China Stock Exchange soared, and the big A also blew! However, the consistency expectation is too strong, and the next day, it often goes high and low. This routine is quite speechless!2. NVIDIA was suspected of violating the anti-monopoly law. The General Administration of Market Supervision decided to file an investigation according to law.

Last night, China made a move against NVIDIA, and the General Administration of Market Supervision decided to file an investigation for allegedly violating the anti-monopoly law! We really hardened up and began to counter the other side. NVIDIA is the leader of US technology stocks and the best technology company in the world. Last night, it fell more than 2% in US stocks, although the decline was not too big! But just give it a taste of iron fist.In short, it is almost certain that village A will open higher today, but will it come up with the ancestral craft of opening higher and walking lower? It's hard to say, the good news is that this secrecy is very good, and the A-share related sectors have not rushed! Today, we will focus on two aspects. First, the two core stocks of Big Finance, Oriental Fortune and CITIC Securities, it is best to hold high and fight high; The second is the amount of energy, which must exceed 700 billion before 10 o'clock, and it is best to exceed 2 trillion in the whole day!First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock market

First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.Yesterday, the U.S. stock market went flat, but the China Stock Index soared by over 9%, and China rose by over 22% when it was three times richer! In addition, A50 rose more than 5% after the closing of A shares, Hang Seng Index rose 3%, and Hang Seng Technology rose 4.5%. China's assets are really crazy. It feels very much like October 8th today. It is estimated that A-shares will rise by 3% at the opening, and the direct daily limit of 1,000 shares will not be ruled out. But what will happen after the big opening? Then we'll see.This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as: