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日本加息如何影响我们大A股市：
日本央行预计于2025年12月19日货币政策会议加息25个基点，将政策利率从0.5%上调至0.75%，创30年来新高。
主要原因包括核心CPI持续超2%目标、工资-物价循环形成、日元贬值加剧进口通胀，以及美联储降息背景下美日利差收窄。
对A股影响总体“短期扰动、长期有限”：短期可能引发北向资金阶段性流出（单周100-180亿元）、情绪波动1-2周，高估值成长股承压；但外资占比低（仅3-4%）、内资主导（机构持股超22%）、估值洼地（沪深300 PE仅14.45倍）提供缓冲。
传导路径：套息交易平仓、资本回流日本有限；汇率上，日元升值利好中国对日出口企业（电子、汽车零部件）、进口依赖行业（航空、造纸），减轻日元负债压力。
受益行业：半导体设备/材料（国产替代）、电子元器件、汽车零部件、航空造纸、战略资源。承压行业：对日出口依赖家电、高端制造依赖日本供应链、高估值科技股。
总体看，A股韧性强，长期由国内基本面主导，建议防御为主、布局优质低估值高股息及成长板块。#A股
日本央行预计于2025年12月19日货币政策会议加息25个基点，将政策利率从0.5%上调至0.75%，创30年来新高。
主要原因包括核心CPI持续超2%目标、工资-物价循环形成、日元贬值加剧进口通胀，以及美联储降息背景下美日利差收窄。
对A股影响总体“短期扰动、长期有限”：短期可能引发北向资金阶段性流出（单周100-180亿元）、情绪波动1-2周，高估值成长股承压；但外资占比低（仅3-4%）、内资主导（机构持股超22%）、估值洼地（沪深300 PE仅14.45倍）提供缓冲。
传导路径：套息交易平仓、资本回流日本有限；汇率上，日元升值利好中国对日出口企业（电子、汽车零部件）、进口依赖行业（航空、造纸），减轻日元负债压力。
受益行业：半导体设备/材料（国产替代）、电子元器件、汽车零部件、航空造纸、战略资源。承压行业：对日出口依赖家电、高端制造依赖日本供应链、高估值科技股。
总体看，A股韧性强，长期由国内基本面主导，建议防御为主、布局优质低估值高股息及成长板块。#A股
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Accurate prediction of Bitcoin dropping to 87582 on December 16, has the decline ended? Can we buy the dip? Has it started to rise again? Go left, go right?
Bitcoin BTC's accurate prediction for December 16 is to drop to 87582, has the decline ended? Can we buy the dip? Has it started to rise again? Go left, go right?
1. Learning notes on Bitcoin BTC
1. Wave theory notes
Recently, our analysis of BTC has been eerily accurate, with daily analyses being correct!
The prediction for December 10 was that there would be a significant drop around 3:30 AM on December 11, dropping at least to 87.582, and it has been realized until today!
The prediction for December 11 is to fall at least to 89.241 (at least, in most cases, it's more than that, be cautious), and it has been realized!
The prediction for December 14 was that if it is a double zigzag correction wave, it should drop to 87.582-87.750, and it has been realized!
1. Learning notes on Bitcoin BTC
1. Wave theory notes
Recently, our analysis of BTC has been eerily accurate, with daily analyses being correct!
The prediction for December 10 was that there would be a significant drop around 3:30 AM on December 11, dropping at least to 87.582, and it has been realized until today!
The prediction for December 11 is to fall at least to 89.241 (at least, in most cases, it's more than that, be cautious), and it has been realized!
The prediction for December 14 was that if it is a double zigzag correction wave, it should drop to 87.582-87.750, and it has been realized!
Feed-Creator-cc941c26f:
欢乐豆啊
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【10x妖股】The 10x妖股 we shared is very likely to be 10x, and we bought in on November 21st. The main force bought in around 15, and we bought in at 15.2, which is about the same price as the main force! Currently, we're up 15.7%! Patience is key! Waiting for the harvest season!
【Commercial Aerospace】The commercial aerospace stocks we shared, especially the 【蓝箭航天 concept stocks】, have all surged! The shareholders of 【蓝箭航天】, 【金风科技】 and 【斯瑞新材】 have skyrocketed!
【Controlled Nuclear Fusion】Pay attention to the upcoming unicorn shareholders; the list will be sent
#A股 #大A
【Commercial Aerospace】The commercial aerospace stocks we shared, especially the 【蓝箭航天 concept stocks】, have all surged! The shareholders of 【蓝箭航天】, 【金风科技】 and 【斯瑞新材】 have skyrocketed!
【Controlled Nuclear Fusion】Pay attention to the upcoming unicorn shareholders; the list will be sent
#A股 #大A
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Everyone knows how accurate Gann's theory is in predicting time. Friends who want to learn Gann's theory, in addition to the original work, are also recommended a good book 【Finding the Time Turning Point】. The author of this book is Zhao Chunpeng, and I share the first 4 pages with everyone! 【Finding the Time Turning Point】1-4 pages #江恩理论 #A股 #美股超话
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Distinguish right from wrong, think independently🤔
#A股 A股荒诞剧：摩尔线程财富狂潮背后，联创李丰的加密史。December 5, known as China's Nvidia, 摩尔线程, as the first domestic GPU stock, landed on the Sci-Tech Innovation Board with an opening price of 650 yuan/share, skyrocketing 468% from the issuance price, with a total market value exceeding 300 billion yuan. However, 摩尔线程=草台班子。Little known is that 摩尔线程 co-founder 李丰, a serial entrepreneur crossing the fields of chips and cryptocurrency, has emerged, having been thrust into the spotlight due to controversies in the cryptocurrency circle.
The rise of 摩尔线程 is a microcosm of China's breakthrough in the AI computing power field against the backdrop of a bottleneck. Since its establishment in 2020, the company has completed 8 rounds of financing, raising over 9.498 billion yuan, backed by over 80 institutions including Sequoia China, Shenzhen Capital Group, Tencent, and ByteDance, forming a golden combination of 'market-oriented VC/PE + state-owned venture capital + industrial CVC'. Although the company has incurred cumulative losses of 5.939 billion yuan from 2022 to 2025 and its gross profit margin has not yet turned positive, the capital market still holds high expectations for it.
The rise of 摩尔线程 is a microcosm of China's breakthrough in the AI computing power field against the backdrop of a bottleneck. Since its establishment in 2020, the company has completed 8 rounds of financing, raising over 9.498 billion yuan, backed by over 80 institutions including Sequoia China, Shenzhen Capital Group, Tencent, and ByteDance, forming a golden combination of 'market-oriented VC/PE + state-owned venture capital + industrial CVC'. Although the company has incurred cumulative losses of 5.939 billion yuan from 2022 to 2025 and its gross profit margin has not yet turned positive, the capital market still holds high expectations for it.
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On September 24 last year, the big A bull market started! Today is also September 24!
Zhongxin Innovation soared by 10%! Tianci Materials, Shangen Electric, and Sunshine Power soared by over 8%!
Huahong Semiconductor exploded with a spicy 8%!
Defang Nano started to pull today, with a support level of 36.55 given yesterday!
Tianci Materials' daily MA 10 support is too strong! Exploded with a spicy 8%!
Qiaotai Technology's 14.92 bottom-buying has also made 7% profit!
The big A is exactly what a bull market should look like! #A股 #大A
Zhongxin Innovation soared by 10%! Tianci Materials, Shangen Electric, and Sunshine Power soared by over 8%!
Huahong Semiconductor exploded with a spicy 8%!
Defang Nano started to pull today, with a support level of 36.55 given yesterday!
Tianci Materials' daily MA 10 support is too strong! Exploded with a spicy 8%!
Qiaotai Technology's 14.92 bottom-buying has also made 7% profit!
The big A is exactly what a bull market should look like! #A股 #大A
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【Another Version of the Shanghai Composite Index - Long Bull Market for Over 10 Years】
This is another hypothetical version. The A-shares are currently in a super cycle 2-D-C wave, and the big A will only truly begin the super cycle 3 wave bull market next year, which will last for 10 years!
This version has not been proposed by anyone yet; I just discovered it, and it is not without possibility! #A股 #大A #上证指数
This is another hypothetical version. The A-shares are currently in a super cycle 2-D-C wave, and the big A will only truly begin the super cycle 3 wave bull market next year, which will last for 10 years!
This version has not been proposed by anyone yet; I just discovered it, and it is not without possibility! #A股 #大A #上证指数
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Don't subscribe if your income is below 200,000.
Today, A-shares traded 1.86 trillion, with a median increase of 0.66%. What is gratifying today is that both large-cap and small-cap stocks showed balanced growth without any uneven performance.
One very important factor is that today there was a substantial influx of funds into consumer-related sectors, with retail rising by 5.6%, dairy by 5.2%, liquor by 3.4%, food processing by 4.4%, and aquaculture by 2.6%. These sectors have underperformed the market due to domestic deflation and low consumption in recent years, making today's collective rebound quite rare.
From a logical analysis, there are two reasons: one is that as we approach the end of the year, local governments across the country are restarting a round of consumer vouchers to activate consumption using leverage effects. The other is that the market is beginning to accept and believe that the government will indeed implement loose policies next year to stimulate domestic demand, making currently undervalued sectors have the potential for early positioning.
One very important factor is that today there was a substantial influx of funds into consumer-related sectors, with retail rising by 5.6%, dairy by 5.2%, liquor by 3.4%, food processing by 4.4%, and aquaculture by 2.6%. These sectors have underperformed the market due to domestic deflation and low consumption in recent years, making today's collective rebound quite rare.
From a logical analysis, there are two reasons: one is that as we approach the end of the year, local governments across the country are restarting a round of consumer vouchers to activate consumption using leverage effects. The other is that the market is beginning to accept and believe that the government will indeed implement loose policies next year to stimulate domestic demand, making currently undervalued sectors have the potential for early positioning.
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I've chosen to secure my profits first.
Today marks a milestone event: the price of Bitcoin has officially crossed the 100,000 mark.
Actually, the price had already approached 97,000 more than half a month ago, but then it underwent a period of adjustment before the round number, and during these two weeks of adjustment, it became a window period for altcoins, with a lot of second-tier blue chips bouncing back with gains of 100-300%. Then today, the leading player officially entered the six-figure era.
Years ago, the crypto world shouted a deafening slogan: 'One coin, one villa'. At that time, it was regarded as an unattainable fantasy, but now it has become tangible. 730,000 is already enough to cover the construction costs of a villa. I think this round of market is nearly over; we'll see how much a coin can exchange for a villa in 4 or 8 years.
Actually, the price had already approached 97,000 more than half a month ago, but then it underwent a period of adjustment before the round number, and during these two weeks of adjustment, it became a window period for altcoins, with a lot of second-tier blue chips bouncing back with gains of 100-300%. Then today, the leading player officially entered the six-figure era.
Years ago, the crypto world shouted a deafening slogan: 'One coin, one villa'. At that time, it was regarded as an unattainable fantasy, but now it has become tangible. 730,000 is already enough to cover the construction costs of a villa. I think this round of market is nearly over; we'll see how much a coin can exchange for a villa in 4 or 8 years.
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【Stock Sector Rotation】My overall direction is incredibly accurate! Everyone can check out my posts.
On August 28, I warned about the top of the chip sector, and on September 4, I suggested buying the dip in chips!
Last Friday, I reminded everyone that humanoid robots were starting to move, and on Monday, I warned of a huge surge in robots! Those who bought the dip are reaping the rewards!
On Wednesday, I reminded that on Thursday, it was time to take profits and reduce positions in robots and chips, and on Thursday, I reminded again to take profits and reduce positions in robots and chips!
On Wednesday and Thursday, I reminded everyone to pay attention to the consumer electronics sector, especially AI glasses. Consumer electronics, Sanhui Technology, and Shunluo Electronics surged against the trend! The stocks of AI glasses that I hold are also holding strong!
On Thursday and Friday, I reminded to buy the dip in new energy batteries in batches #A股 #大A #美联储重启降息步伐 #山寨季将至？
On August 28, I warned about the top of the chip sector, and on September 4, I suggested buying the dip in chips!
Last Friday, I reminded everyone that humanoid robots were starting to move, and on Monday, I warned of a huge surge in robots! Those who bought the dip are reaping the rewards!
On Wednesday, I reminded that on Thursday, it was time to take profits and reduce positions in robots and chips, and on Thursday, I reminded again to take profits and reduce positions in robots and chips!
On Wednesday and Thursday, I reminded everyone to pay attention to the consumer electronics sector, especially AI glasses. Consumer electronics, Sanhui Technology, and Shunluo Electronics surged against the trend! The stocks of AI glasses that I hold are also holding strong!
On Thursday and Friday, I reminded to buy the dip in new energy batteries in batches #A股 #大A #美联储重启降息步伐 #山寨季将至？
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The base shares some short-term stock opportunities every day, and we also share them from time to time. Friends who understand technology can track it themselves, find key support to participate, jump in and out quickly, make a profit and leave, and do not be overly ambitious! Those who do not understand technology should not blindly get in, to avoid losses, remember! If you want precise points, friends can work together with the base to realize dreams in the big A!
Yesterday, on September 24, 2025, our 【Alibaba AI Industry Concept】【Inspur Information】 was released, and after buying in the morning, it immediately hit the limit up, earning 10%! The short-term gains come around 10-20% daily, making money like crazy! Zhidongli has increased by 28.7%! Even more aggressive!
Recently, the list of stocks to focus on for short-term trading is as follows:
【Consumer Electronics】: Transsion Holdings, Changxin Technology (Optical and Optoelectronics), Sanan Optoelectronics, Shen Tianma, Lingyi Intelligent Manufacturing
A, Zhidongli
【Chips】: Shanghai Silicon Industry, Zhongwei Semiconductor, SMIC, Suzhou Goodix, Taiji Industry, Wanrun Technology, Shenke Technology
【AI Industry】: iFlytek, China Electric Xindong, Ningbo Construction
【Pharmaceuticals + Medical Devices】: Jiuzhou Pharmaceutical, Maipu Medical #A股 #大A
Yesterday, on September 24, 2025, our 【Alibaba AI Industry Concept】【Inspur Information】 was released, and after buying in the morning, it immediately hit the limit up, earning 10%! The short-term gains come around 10-20% daily, making money like crazy! Zhidongli has increased by 28.7%! Even more aggressive!
Recently, the list of stocks to focus on for short-term trading is as follows:
【Consumer Electronics】: Transsion Holdings, Changxin Technology (Optical and Optoelectronics), Sanan Optoelectronics, Shen Tianma, Lingyi Intelligent Manufacturing
A, Zhidongli
【Chips】: Shanghai Silicon Industry, Zhongwei Semiconductor, SMIC, Suzhou Goodix, Taiji Industry, Wanrun Technology, Shenke Technology
【AI Industry】: iFlytek, China Electric Xindong, Ningbo Construction
【Pharmaceuticals + Medical Devices】: Jiuzhou Pharmaceutical, Maipu Medical #A股 #大A
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In the first week of 2024, so many things happened in this world:
1. Japan earthquake
2. The leader of South Korea’s opposition party was assassinated
3. Only the Houthi armed forces in Yemen are fighting against the United States.
4. North Korea fired more than 200 artillery shells at South Korea
5. Iran Big Explosion
6. Hamas’ second-in-command was removed
7. There was almost a conflict in the Taiwan Strait.
A shares stated that they are fully responsible for the above incidents. 😂
Just today, the Shanghai Stock Exchange, Shenzhen Stock Exchange, and GEM all fell below the "national destiny line", which is quite embarrassing! Fighting in Big A is like carving on shit.
Traditional finance is a human mechanism that prevents the poor from accumulating wealth. If you are smart, leave early!
$BTC $ETH $SOL
#BTC #etf #a股
1. Japan earthquake
2. The leader of South Korea’s opposition party was assassinated
3. Only the Houthi armed forces in Yemen are fighting against the United States.
4. North Korea fired more than 200 artillery shells at South Korea
5. Iran Big Explosion
6. Hamas’ second-in-command was removed
7. There was almost a conflict in the Taiwan Strait.
A shares stated that they are fully responsible for the above incidents. 😂
Just today, the Shanghai Stock Exchange, Shenzhen Stock Exchange, and GEM all fell below the "national destiny line", which is quite embarrassing! Fighting in Big A is like carving on shit.
Traditional finance is a human mechanism that prevents the poor from accumulating wealth. If you are smart, leave early!
$BTC $ETH $SOL
#BTC #etf #a股
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The central bank launched an economic counterattack. The first round of people's welfare after the Fed's interest rate cut is finally here.
Just on the 24th, a major event that attracted global attention occurred in China. The central bank, the China Securities Regulatory Commission and the three major departments jointly launched a number of major measures. This situation of a joint effort by one bank, one commission and one bureau is extremely rare in the entire history of New China.
Because this means that China's currency and financial markets will undergo a fundamental transformation. If you don't believe me, I'll explain this to you in the most popular language. Those who follow the news know that the central bank released five major measures in one day yesterday, including lowering the reserve requirement ratio and interest rates, lowering the interest rates on existing housing loans, and reducing the down payment for second homes.
Because this means that China's currency and financial markets will undergo a fundamental transformation. If you don't believe me, I'll explain this to you in the most popular language. Those who follow the news know that the central bank released five major measures in one day yesterday, including lowering the reserve requirement ratio and interest rates, lowering the interest rates on existing housing loans, and reducing the down payment for second homes.
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