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-After yesterday's close, there were substantial benefits, and it was only after 14 years that monetary policy was "moderately loose", "strengthening unconventional countercyclical adjustment" and stabilizing the stock market were all put forward for the first time, which was enough to see the quality of "new cakes". As a result, prophetic overseas funds took the lead and flooded into Hong Kong stocks that were still trading after the A-share market closed.-In addition, in the early morning of December 3, the United States "unreasonably suppressed" semiconductor sales in China, or even completely banned them. Our four major associations immediately voiced a total ban on buying, and imposed a new round of export control on rare metals such as gallium, germanium and antimony. The main purpose of this move was to break the "painting cake" of the United States for the manufacturing industry. Once this "false narrative" expectation was punctured, there would be no manufacturing industry and the real economy would do it.

—— Boosted by major positive factors, today's A-share market gapped higher to around the 3500-point integer mark. However, in order to save themselves, the internal short-sellers chose to smash the market. In addition, some overseas short-sellers targeted the FTSE A50 index, which led to the FTSE A50 index plunging by nearly 3%, and domestic investors also smashed the market by 12.341 billion yuan, much like the trend on October 8. Therefore, although the material of the "new cake" is very hard, only the domestic capital can't stand the ridge, and there is no consciousness of working with retail investors to do more.-In addition, in the early morning of December 3, the United States "unreasonably suppressed" semiconductor sales in China, or even completely banned them. Our four major associations immediately voiced a total ban on buying, and imposed a new round of export control on rare metals such as gallium, germanium and antimony. The main purpose of this move was to break the "painting cake" of the United States for the manufacturing industry. Once this "false narrative" expectation was punctured, there would be no manufacturing industry and the real economy would do it.

-Last night, we directly attacked NVIDIA, first stabbing the AI leader who led the technology bubble in the US stock market. The so-called catch the thief first and get the king first. The news of NVIDIA dropped by 2.55% overnight, dragging down the Nasdaq by 0.62%.