KOSPI melting wind direction is slightly chaotic | 0820 weekend ago

Note: KOSPI routinely upside car fusion, overnight US debt bailouts the market, and in case of a single operation, Biotech draws all plates except for big cakes.

Yesterday's post-market crackdown reduced the heat of the market, but US stocks continued to be traded continuously overnight around the world. It wasn't calm and quiet, or even the waves were blazing.

◎ The size of US federal public debt has reached a historic level of 40 billion and doubled in 10 years. The US debt market was rescued urgently, and the amount of a single repurchase doubled, from a peak of 2 billion US dollars to 4 billion US dollars each time. That is, a single repurchase at a rate of 1/10,000. Actively buy orders for this market. Major economies are 10-year, 30-year, 50-year government bonds, and long-term bonds. They all obtained active purchasing and risk avoidance, and US debt was relatively low.

◎ Asia Pacific early release. Japanese and Korean stocks actively responded to the opening of KOSPI in the Seoul General Index, which triggered a technological meltdown. Suspend programmatic automated trading for a short time. Continuously observe the competitive situation in each relevant market during the Asia-Pacific period. Hengke indicated that Science Innovation 50.

◎ Big mochi in particular, I've touched 7 for the first time in a long time. Although I haven't stood it yet, I definitely felt it.

◎ Biology technology. The breakthrough in the melanoma vaccine (phase 3 clinical trial was a huge success) means that biotechnology supported by AI has made great strides in the application stage, and the traditional cycle of phase 3 clinical novel drugs will be greatly shortened. This is good for the carbon base, but it is not good for all carbon bases. Short-term carbon-based well-being surpasses the appeal of silicon-based well-being.

Currently, all of the popular sectors in the US stock market overnight have gone to biotech, semiconductors, savings, etc., which are not good. The decline in cost will limit the rebound and growth in the Asia-Pacific market. Although the Seoul General Index has already triggered a rise in melting, and the technical side car sidecar melts 5%, it will still limit the rebound and increase.

◎ Geopolitical. The strategy team failed to predict, and the possible reason the northern part of the peninsula had no voice at all was not open to an unspecified research audience.

◎Oil's oil distribution has surpassed 91.

◎ Reverse emotions. Funding is still plentiful. Although the signal for interest rate hikes has increased, it is currently not mainstream. The main reason is that biotechnology has taken away most of the computing power semiconductor technology. Look at the overall acceptance and absorption situation of the Asia-Pacific market, especially the technology market, the liquidity of interest rate hikes on US bonds today or a week before the last two trading days.

◎ Important related and unfinished matters are replenished and interacted on the board.

◎ Conflicts of interest. This ultra-compact research report has strictly complied with the “Publishing Securities Research Report” business guidelines and internal control requirements.

◎ Disclaimer. Investors should be aware of their own unique characteristics. The above are not investment suggestions; they are directly quoted, and they are responsible for themselves.