Chapter 955 [Is there a physical production cut in a hurry? 】
In the past, many young people thought that imported cars were good because they felt that imported cars were not only cars, but also a face.
Just like the later Apple mobile phones, many people also think that they are better than domestic mobile phones, but the real reason is that many young people regard an Apple mobile phone as a way to show off. Now that HUAWEI has risen, of course it is also facing the unprecedented situation of America.
Crazy suppression.
The same goes for cosmetics. Everyone knows that it is a huge profit. In the past, they were still willing to pay high costs to pursue so-called imported products, just because they felt that using imported products would be more respectable.
But in the past two years, especially in the current post-corruption era, people's "blind worship" of imports has undergone extremely profound changes.
To a large extent, this pornographic affair has completely torn off America's lighthouse halo. People never thought that America, known as the beacon of the world and the light of mankind, would actually stretch her hips like this. Young people in China only looked back.
I discovered that it turned out that I was the best one, and the other person couldn’t even copy homework.
This is like a person seeing the idol he admires and having unlimited expectations, but reality shatters this expectation. It turns out that the hero idol he admires is such a hot piece of shit.
More and more young people around us are beginning to embrace domestic products.
In the automotive field, many domestic consumers now think that Tianchi is very good. Those with single models will also look at BYD, Geely and so on. In the first quarter when foreign brands such as Japanese cars declined, the sales volume of Tianchi Technology
It is full of people, and BYD's new energy vehicles are also selling very well. These are very direct confirmations.
Therefore, this is a real problem that Toyota, Honda, Nissan, and even imported cosmetics companies have to accept today. More and more young people in China really see the essence behind consumption.
In particular, the post-Y porn era is full of uncertainties. There is no guarantee that they will graduate tomorrow and lose their source of income. More and more young people are beginning to abandon glitz, pursue high-quality rational consumption, and no longer blindly worship imports. Compared with imports,
, the so-called face brought by luxury goods, the money in hand and the peace in heart are the real luxuries.
…
Today, Friday night, the international crude oil futures market rose sharply again, with Brent crude oil futures prices rising close to +17% during the day.
Netizens from all walks of life watched the show, and the parties involved were very active. The current situation can be said to be that you hit yours, and I hit mine.
The current focus of the United States is to stabilize oil prices. The issue of asking China for money is now very fierce, but there is not much actual action. It is not that the United States does not want to, but that it really cannot take care of it.
The domestic side is not idle. It is developing in an orderly manner while preparing for war and famine. All aspects of preparations are in progress.
At the same time, it is also clear that as long as the United States frees up its hands, it is very likely that the United States will come back and attack. This is a highly probable event, so it must prepare a response strategy, and at the same time continue to collect bargaining chips for itself, and do a good job in all aspects.
Completely prepared.
At the same time, Tiansheng Capital has also begun to launch a "buy global, buy global" strategy. A large number of new companies or reorganized companies have gone overseas to buy and buy. The major shareholders behind these companies are Tiansheng Capital.
Wang Yue also sent Lu Ming the latest situation. Their people are operating and using money to open roads. The city of Cushing, Texas has successfully won the first batch of lease agreements for oil pipelines, and is still expanding.
The oil prices achieved two consecutive surges yesterday and today, which further stimulated domestic crude oil investors to participate, with continuous surges reaching a cumulative height of +48%. Even so, the price of WTI crude oil futures was only US$28.94/barrel.
Domestic investors who are aggressively long on crude oil are very optimistic, and the reason is very straightforward and simple. They firmly believe that the United States will definitely not let shale oil and gas companies fail, and will definitely intervene strongly, and they have already begun to intervene. They want to pull the woolly bears and dogs.
Let’s talk to the big guys.
Under such expectations, if North American shale oil wants to survive, crude oil prices must be at least around US$45 to US$50 per barrel.
In other words, bulls expect that even if they enter the market today, there will be gains of about +55% to +72% in the future. For those who buy the bottom below 20 US dollars, the oil price will have more than doubled to 45 to 50 US dollars.
Already.
Moreover, the bulls have another expectation that makes them even more excited. They think that when the epidemic is over, global supply and demand will return to the situation before the epidemic, and the benchmark oil price at that time was also at $65.
If you enter the market today and go long, you can double your profits in the future, and those who buy the bottom below $20 can more than double your profits.
With such good expectations, the bulls feel that getting rich is almost before their eyes, and if they jump in, they will be sure to win.
Those who did not enter the market entered the market to open long positions, and those who had already bought the bottom below 20 US dollars were also pushing their positions further up.
Products such as Yuanyoubao are now very popular, and the crazy influx of bulls has forced the platform to go to the North American CME Group to take corresponding long positions.
…
Entering the weekend, there has been constant news these two days.
Abroad, the latest progress in oil negotiations has been revealed. The negotiations have been postponed from April 6 to April 9 this week. Many analysts from market institutions predict that there is a high probability of a result by the end of next week.
In the past few days, the world's largest oil powers have been flexing their muscles to increase their country's bargaining chips at the negotiation table.
The demands of all parties, whether it is Russia, Russia, or the United States, all reflect the interests of all countries. Russia hopes that global production will be reduced, not just him and OPEC. On the surface, the big players in Russia are the small ones of Russia and the United States.
Followers, in order to force Russia to submit, the United States itself must ensure its own local energy independence.
However, there are also many people who do not have high expectations for the upcoming negotiations on April 9, especially some domestic investors, who believe that there is a high possibility that there will be no results.
Because he is not optimistic about the style of the commander-in-chief, this can be said to be a complete domineering president.
Many people think that with the current style of the General Secretary, he will probably deal with the oil issue in two ways. One is that the United States cannot reduce production, but you must reduce it; the other is that crude oil cannot fall, but must rise!
Is there any absolute overlord clause?
When the United States was faced with the situation in North America, the economy was suddenly dying, and oil plants and banks were on the verge of collapse, the way they dealt with it was most likely to use force and intimidation. Its Pacific Command and Central Command had a big fight at the Pentagon over the aircraft carrier.
After arguing for a long time, the Pacific Command did not get the aircraft carrier to deploy to the Western Pacific region.
Some people in the country even predict that the oil fields in the Middle East may be attacked by air strikes or organized attacks by the government, which has suddenly increased its force level. America is so anxious that she directly cuts production "physically". Such a scenario is not without its existence.
Have spoken.
America really doesn't dare to touch Oros so openly. Sate and Keweit are Ami's followers, so the rest may be Irak, Libia, Yilang, or even Venerela.
.
It cannot be ruled out that the United States uses "physical" methods to reduce production, after all, the record is there.
Domestically, there was major good news over the weekend regarding the RRR cut.
The central government decided to lower the interest rate on excess deposit reserves of financial institutions in Yangyang Bank from 0.72% to 0.35% starting from April 7. This targeted RRR cut can release 400 billion yuan in long-term funds per month, and each small and medium-sized bank can obtain on average
Long-term funds are 100 million yuan per month.
This targeted RRR cut will be implemented twice, on April 15 and May 15, to prevent excessive one-time releases from causing liquidity accumulation.
After all, a few days ago on April 2, Tiansheng Capital's dividend fund of 1.19 trillion yuan was even larger. There is really no shortage of liquidity now, but what the market lacks is confidence.
A targeted RRR cut and a disguised interest rate cut can be said to be beyond expectations. It is basically certain that the A-share market will rise sharply next week.
