Take the big market: US stocks plummeted manufacturing opportunities

Trump talked about the dismissal of Powell, the tension between the United States and Iraq, the US government’s suspension, and the uncertainty of US stocks suddenly emerged. At this moment, the US stocks showed a large black candlestick in December. In the off-season, they couldn’t help but pick up the goods. After the rebound, there was good news, that is, the shipments were down by about 2% every day. The passive funds formed a disorderly fall. The city finally appeared.

Even in December, the market fell sharply. Of course, the market is worried that there will be a larger selling tide in January. The situation is similar to the financial tsunami in 2008, the October 9 and the 2011 European debt crisis, which fell in September, the only way to stop the stock market crisis. It is a serious oversold in the short term. After the short-term madness of the fund, it is natural to buy goods if it is oversold. The innocent US pressure on China, the formation of Hong Kong stocks fell far less than the US stocks, but the flow of funds will drag the Hong Kong stocks one day, close to the safe-haven stocks, usually can not be separated from the collective decline.

In addition to the regulation and control of the mainland property market, the MLF has accumulated 5 trillion people in the year-to-date, and the annual tax reduction and fee reduction can reach 1.5 trillion people. This is an increase of 200 billion people compared with the target this year. The words of the CCC on Friday will reflect the future easing. Of course, measures such as the new regulations on capital management, and if the United States pays a $25 billion tariff on Chinese goods, it will offset the benefits of the MLF and tax cuts. The positive factor is not awkward. When the market does reflect the negative factors, the opportunity to continue to pick stocks is coming.