Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!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.
The Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting, which emphasized the implementation of more active and promising macro policies, expanding domestic demand, promoting the integrated development of scientific and technological innovation and industrial innovation, and stabilizing the property market and stock market. Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, and lay a good policy "combination boxing" to improve the foresight, pertinence and effectiveness of macro-control.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.
Third, vigorously boost consumption, expand domestic demand in an all-round way, expand domestic demand in the first place, technological innovation in the second place, and the property market and stock market in the third place! Expanding domestic demand and promoting consumption are the core tasks of economic work next year.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.Only two years after Yan Dongwei went public, big funds began to reduce their holdings; The company's market value is 27.7 billion yuan, and selling 2% can also cash in 500 million yuan. The only comfort is that this time it was reduced through a block trade! Why sell it? May be this wave of increase is too big, from the highest 11 pieces to 30 yuan, the increase is nearly 200%. However, the company's performance is relatively sluggish, and it lost more than one billion yuan in the first three quarters.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13