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2024-12-13 23:53:27

1. After yesterday's large-scale surge, the sentiment of long capital was obviously affected, and the trading volume of the two cities also shrank significantly, which led to the shock consolidation of today's securities sector around the 5-day moving average. Whether it can strengthen again next depends on when the expectation of interest rate cuts and RRR cuts in December will land.2. It broke out last night, and our chip exports ushered in a "milestone". In the first 11 months, the export volume reached 1.03 trillion yuan, which exceeded the trillion yuan mark for the first time. This means that the unreasonable suppression of the United States for a long time has not stopped the development and growth of our chip industry, especially the middle and low-end chips can not only be self-sufficient, but also be exported. This news has a strong boost to the entire semiconductor industry.


3. With the gradual relaxation of the US Biosafety Law on innovative drugs on our side, the recent pharmaceutical sector has obviously picked up, which has promoted a rebound to varying degrees. However, before the fundamentals improve, it is really not easy to really strengthen.


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