Chapter 734 [International emergencies cause resonance among many parties]
There seemed to be no movement in the next few days, and Europe and the United States seemed not to panic at all, but the time hand was getting closer to April 15 day by day.
There seems to be no new action on the domestic side. Of course, there is no action. The cards have been thrown out. Now we are waiting for the opponent to play the card. The opponent has neither played the card nor said it can afford it, so just wait.
However, there is no shortage of dialogue on the Internet, and some well-known big Vs have begun to ridicule you, saying that others simply ignore you.
But just a week later, on Tuesday, March 18, an unexpected incident occupied the international front-page news, and it also resonated with the gallium and germanium incident, causing Europe and the United States to be unable to sit still on the issue of gallium and germanium.
Living.
To be precise, Ouzhou couldn't sit still and became anxious.
Because on March 18, the Crimea incident broke out, and Mao and Ermao started fighting. On this day, Mao sent troops to actually occupy Crimea.
…
At this moment, Fang Hong was sitting in the living room of his villa, watching TV news reporting on the emergency.
Now it has become the headlines around the world, and is being discussed all over the Internet, making it the hottest news at the moment.
Others may find this unexpected, but as a time-travelling reborn person with foresight, Fang Hong is not surprised at all.
"Ouzhou Lao is riding a tiger this time..." Fang Hong said to himself as he watched the TV news with a faint smile. The relationship between Big Bear and Europe and the United States was not good, and the Crimea issue incident
Once it ferments, the relationship between the two parties will definitely plummet further.
Now the so-called "new cold war" has begun to spread, and the relationship between Mauritius and Europe and the United States has further deteriorated. Europe's discomfort has doubled. If Europe wants to have a stable winter, it must rely on Mauritius's natural gas.
Moreover, Europe itself is still plagued by a debt crisis and has not yet emerged from the economic crisis. Now it is having trouble with the United States and the big Eastern countries. The risk of supply cuts of raw materials such as gallium and germanium will impact Europe's high-end technology industry.
This wave of beating Zhou Lao was a serious injury.
At this juncture, the problem of gallium and germanium raw materials is even more troublesome.
With an annual output of 450 tons of gallium, the Greater China market accounts for more than 430 tons of the output, with Da Mao accounting for 13 tons and Ermao accounting for 4 tons.
Now it's fun. Da Mao and E Mao are fighting each other. Old Ouzhou must be on E Mao's side, which can basically be said to have offended the second largest seller.
Still playing with a hammer?
As the international situation has become more complex in the past two days, the global capital market has also been shaken, and all major stock markets have been falling. On Thursday, March 20, the Big A Shanghai Index fell 1.40%, closing at 1993.48 points.
The Crimea incident broke out, and everyone's attention was focused on this issue, but another issue was ignored.
That was the day after the Crimea incident, that is, Wednesday, March 19, America took the initiative to send people to the big eastern country. The trip was very low-key, there was no publicity, and no one paid much attention to it.
Because Ouzhou can't stand it anymore, it's too difficult to go to America to put pressure on her and complain. Let's give way to the rabbit's affairs first. The furry bear is a matter at home. The top priority is to be ridiculed.
All over.
It’s a debt crisis, an economic crisis, and a raw material crisis for gallium and germanium. We’re being beaten from both sides, and we really can’t stand it anymore.
America didn't want to be beaten, so she had to reconsider.
The supply of raw materials such as gallium and germanium will be cut off on April 15th, and the date is getting closer and closer. So many chip manufacturers are unable to uncover the truth, and so many of their subordinates are affected. America herself will also be affected to a certain extent.
Being affected, it’s really not going to be easy to deal with at that time.
The most important thing is that America also has her own strategic goal, Xiao Jiujiu. Now is the window period for the U.S. dollar to return, entering the U.S. dollar interest rate hike cycle to harvest the world, among which America considers the most fertile.
A big piece of meat is a big country in the East, and it is really not appropriate to get things done at this time. The relationship has plummeted, thus affecting the big plan of US dollar harvest.
People from the United States have already taken the initiative to come over. The outside world has no way of knowing what the two sides discussed specifically, and not many people are paying attention.
…
On Friday, March 21, the A-share market fluctuated near the zero axis in early trading, and the 2,000-point mark seemed to be a huge pressure.
But around 11:20, a piece of news caused the three major A-share stock indexes to rise sharply. When the market closed in early trading at 11:30, the Shanghai Stock Exchange Index rose 0.79%, locking in the water level of 2009.29 points.
Just around 12 noon, a piece of heavy news came from the village: In order to regulate the securities trading behavior of qualified foreign institutional investors (i.e. QFII) and RMB qualified foreign institutional investors (i.e. RQFII) and maintain the order of the securities market,
According to the implementation details of the new regulations, the shareholding limit of all foreign investors has been increased from 20% to 30%, and the shareholding limit of a single foreign investor remains unchanged.
Increasing the ratio by 10% is equivalent to increasing the quota by half based on the original shareholding ratio.
In short, the operational restrictions and investment scope of foreign capital have been relaxed.
As soon as this news was disclosed, the A-share market opened at 13:00 in the afternoon, and the three major stock indexes collectively rose sharply. The market showed a general rise. The large financial and securities sectors helped the index rise because this news was good for securities companies.
As of the close, the Shanghai Stock Index surged 2.72%, and a big positive line turned around. The Shanghai Stock Index was locked at 2047.62 points after the market closed, recovering the gap created by the sharp decline on March 10.
The investment restrictions on foreign capital have been further relaxed, which has given the capital market the expectation of injecting new liquidity into the market, so it has surged.
The most important thing is that at this time, many people finally noticed what the United States sent people here the day before yesterday.
The news came out today, causing people from all walks of life to speculate that the relationship between the two parties may have entered a period of relaxation.
You know, when the gallium and germanium cards were played a few days ago, the capital market was very worried that both sides would escalate further, which also led to a sharp fall in the stock market and a flight of funds.
But the emergence of today's news has greatly boosted the market's confidence in restoring confidence.
After the weekend weekend, on March 24, the A-share market rose again. The broader market index closed up 0.91% that day, at 2066.28 points, returning to the position before North America upgraded restrictions last month.
Today, the semiconductor sector index rose 8.98%, leading the gains in both markets, and individual stocks within the sector set off a wave of daily limit increases.
The semiconductor sector suffered a huge decline before, but today's sharp rise is obviously due to the news last week of the relaxation of foreign investment restrictions, although this semiconductor sector does not seem to have anything to do with it.
However, the potential expectation of this news is that the game between the two parties may have begun to reach a new consensus and is moving in the direction of easing. Then North America's restrictions on domestic semiconductors will most likely be relaxed in exchange. There is no further news yet.
The good news has not been realized yet, so the capital market reacted in advance, and the funds that came in were rushing to raise funds and bet on future news.
