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2. NVIDIA was suspected of violating the anti-monopoly law. The General Administration of Market Supervision decided to file an investigation according to law.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.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.

Yesterday, the draft of the Politburo meeting landed, which directly released the nuclear bomb level. I believe that the enthusiasm of this meeting has exceeded 924. Simply put, it is five words-want, big, free, water, and gone! Of course, 924 is the first major turning point, and the index is too windy. The Shanghai Composite Index rose from 2689 to 3674, soaring by 1000 points in one breath! The adjustment this time is to stabilize the stock market. It should not be crazy, but will only rise slowly.The meeting exceeded expectations, China's assets rose sharply across the board, and it is also possible to have a daily limit of 1,000 shares.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!

News: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.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.