Chapter 936 The Wind Rises
[The change in the attitude of the European Central Bank, the increase in fiscal pressure in the United Kingdom, and the slowdown in the pace of interest rate hikes in Canada and Australia have made U.S. stocks weak after several stimulus measures.
Daxia Capital, headed by Jiuzhou Technology, is waiting for Guo Jia in Goryeo to harvest the wealth of their people. War and famine are still spreading in some areas, and competition among the world's major economies is becoming more intense, but the interest rate hike cycle is about to end.
In addition, once technology companies were replaced by Daxia companies, the employees and equipment of these replaced companies will enter the trough, which has led to people's pessimism about the global tightening cycle that may come in early 2024.
Subject to U.S. monetary policy, the Federal Reserve may suspend interest rate increases by another 25 basis points in the first quarter of this year. 】
It’s obvious that the speech template used by JPMorgan Chase’s team is familiar.
Reasonable and unreasonable, throwing out the blame and attracting hatred.
After throwing out the blame to attract hatred, the chief strategist continued to warn in a report to elite clients: "Slowing the pace of tightening does not mean that global central banks will relax their efforts to fight inflation.
Although some central banks have significantly slowed down the pace of interest rate hikes, consumer price pressures need to continue to decline.
If our forecast is correct, the most synchronized and aggressive global interest rate hike cycle in 40 years will end early next year, but a new deflation cycle will continue to begin.
Significant support for risk markets came from signals that the pace of central bank tightening has peaked and any further rate hikes from now on are likely to be smaller.
In the foreseeable future economic crisis, the Federal Reserve may cooperate with a group of patriotic companies to carry out more rescue operations. "
No need to name names, no need to say too much.
When the chief strategist of JPMorgan Chase sent this "gold-bearing" report to JPMorgan Chase's elite clients, the U.S. stock market instantly began to rise and fall strangely.
Due to the huge sales of various weapons and military trade orders at the Daxia 1024 Technology and Military Strengthening Product Exhibition and Exchange Conference, the stock price of the American military industry giant began to fall continuously on February 24th.
But after this report was delivered to the hands of elites in various industries, these elites found enough depth in the sentence "The Federal Reserve may cooperate with a group of patriotic companies to carry out more rescue operations."
When finance cannot save America, the guns will sound louder.
On February 28th, the stock price of the American military giant began to soar amid the buying of major capitals!
If we take the results in February last year as a benchmark, over the past year——
Lockheed Martin shares rise 15%,
Northrop Grumman shares rose 14%,
Raytheon shares rose 10%.
The stocks of a number of civilian technology companies were not as bright as before, and began to fall in various ways, while the stocks of several large recruitment companies in the military-industrial complex began to soar crazily.
The stock investors were stunned and began to angrily criticize.
"Farke!!! Behind the scenes deal!!!"
"Someone is manipulating the stock! Watermage Fak!!"
"Is there going to be a war? Are these military-industrial companies so inflated?!"
The changes in the U.S. stock market on February 28th affected Daxia in a very short period of time.
On this day, the Daxia Financial and Military Industry sector no longer plummeted due to the surge in U.S. stocks as before. Instead, it continued to rise at all. As of the evening, the aerospace sector soared by more than 5.6%. Ke, Maixinlin, Xiahang Xifei, etc. rose more than 7.5%.
Xiahang Shenfei, the leader in the military industry sector, with a total market value of over 140 billion yuan, soared by more than 6.6%, with a transaction value of more than 1.45 billion yuan.
Listed companies such as Xia Bing Hongjian, Aviation Development Control, Xingwang Yuda, and Guangwei Composite Materials also have their own gains.
A professor from Daxia Central Finance said in the TV program that night: "The prosperity of the military industry is certain. In the short term, the landing of large downstream orders has verified the high prosperity and high certainty of the industry in the next 3 to 5 years. Subsequently, With the rapid execution of orders, the performance of key enterprises is expected to achieve high growth.
In the long term, our demand for national defense construction is changing positively. It is expected that with the supply and quality of equipment, the continuous research and development of new equipment, the continuous expansion of military trade, and the continuous deepening of military-civilian integration, these will ensure the long-term sustainability and rapid development of the military industry. develop. "
Although there is no smell of gunpowder in the words, there are also many clear-minded people who have been tortured by Daxia A-shares for many years, and they heard what the professor did not say.
Weapons, where can weapons be used?
In the midst of war!
That night, the search volume for the four words "ginseng", "war", "end of the world" and "third world station" soared to the top ten on the entire platform.
Various news from the 1024 Science and Technology Strengthening Army Product Exhibition and Exchange Conference have entered the hot search link.
The names of military weapons and equipment such as J-20, H-20, Kunpeng transport aircraft, Xiaolong fighter jets, Falcon, Wuzhi, Oriental Express, aerospace fighter jets, and supersonic missiles were also searched frantically.
Doomsday survival kits, compressed biscuits, nuclear radiation medicine, first aid kits, self-defense equipment and other items, as long as the price is not outrageous, were snapped up by users who were crazy about buying them. The prices increased one after another, and the minimum price increase was 10%. Fifty, the most outrageous thing is to double the price directly, and a new price can be set in a minute.
And what about Gu Qing?
Anxi Province is remote, so the air is quite different from that of Xishu Rongcheng.
Looking at the morning sun shining on the snow-capped mountains, the snow-capped mountains were covered with a layer of golden gauze. Under the sacred solemnity, the slogans such as "Yaoeryao" and "Five kilometers I love you" coming from not far away also seemed a little desolate.
After enjoying the snow scene for a while, Gu Qing walked back to his office here.
As the founder and actual controller of the company, if he doesn't want to be undermined, he must do many projects himself, which is extremely energy-consuming.
But Gu Qing is very relaxed, because Xuanwu will help him a lot. The assistants in the president's office are busy all day and night every day, and often feel that their boss is energetic, but they don't know that they are praising an AI.
Although there is no "tradition" of reporting good news but not bad news, Gu Qing still raised his eyes when he saw the company report this morning.
The stock price of Suiren Company actually rose by 4.5% yesterday?
You should know that Suiren Company is now a giant enterprise with a market value of more than 9 trillion yuan. Other companies are the moats and important pillars of certain exchanges, while Suiren Company is directly the "Optimus Prime" of Yan Exchange. Its every move affects the stock prices of all companies in Yan Exchange.
And at the end of this report, Xuanwu also very considerately marked the briefing of the official senior officials of Yan Exchange on their contact with Jiuzhou Technology last night.