Big storm!The A50 suddenly fell, and the Asia -Pacific currency killed the entire line. What was the situation?Russian exchanges amplify the tricks, 7 trillion races welcoming major variables

Unhappy outside!

This morning, the FTSE China A50 suddenly surpassed the diving after the opening. As of 13:30, the decline exceeded 1%. Why is the diving of FTSE China A50 exceeded expectations? Because the financial data of Mainland China was not weak last Friday, and the rebound of US stocks overnight. In this context, FTSE China A50 suddenly seemed a little beyond expectations. It is worth noting that the Asia -Pacific currency today is also a rush of killing, of which the Japanese yen is degraded by 5,400 points, and this phenomenon occurs under the background of weakening the US dollar index. So, what happened?

From the perspective of the incident, there are two directions worth paying attention to:

First, the United States continued to make black hands against China. According to Reuters, several people familiar with the matter said that the Bayeng government plans to expand the restrictions on the US exports to the United States for artificial intelligence and chip manufacturing tools next month. This will make the A -share market 7.4 trillion chip assets welcome variables. Judging from the previous market, because of the controlling logic of autonomous and controllable, the probability of the chip rose on Tuesday.

The second is that the Russian -Ukraine conflict has a large reversal. Ukraine's recent counterattack is quite sharp, but Ukraine also faces new problems. According to CCTV news reports, on the evening of the 11th local time, Ukrainian President Zelei Sky posted on its official social media that the infrastructure of Udo was attacked, and Halkov and Donedsk were completely power outages. Power out of the heat, Diren Peter Peter, and Sumi.

Asia -Pacific currency kills the entire line, A50 accidentally falls

On September 12, the Asia -Pacific foreign exchange market was turbulent, and the currency of the major Asia -Pacific countries was almost completely killed against the US dollar. Among them, the Japanese yen fell over 5,400 points, and the dollar came to the level of more than 143 against the yen, which was getting closer and closer to the 145 warning line.

It is more surprising that the chaos of the Asia -Pacific currency is not caused by the US dollar index. Today, the US dollar index has fallen from a high level of 110 to 108. On the contrary, the euro is very strong. The Central Bank of Europe held a monetary policy meeting on September 8, deciding that the three key interest rates of the euro zone were raised 75 basis points, and said that they might continue to raise interest rates to further curb the level of inflation. This is the largest interest rate hike since the introduction of physical euro currencies in 2002.

Perhaps due to the influence of the exchange rate market, the A50 fell straight after the opening of the market today.

The reason why the A50 may be hit by the exchange market is because the entire Chinese assets faced on Friday were not negative news.

From the perspective of financial data, on September 9, the People's Bank of China released the financial statistics report in August 2022. Data show that in August, RMB loans increased by 1.25 trillion yuan, an increase of 39 billion yuan year -on -year. The increase in social financing in August was 244 trillion yuan, which was 557.1 billion yuan less than the same period last year. Overall, new credit data recovered in August, especially corporate financing needs. Data show that in August, the RMB loan issued in the real economy increased by 1.33 trillion yuan, with a previous value of 408.8 billion yuan, an increase of 63.1 billion yuan year -on -year. Wide credit should be gradually getting out of the trough here; from the perspective of the peripheral market, the European and American markets performed well last Friday, and today the Japanese stock market performance is also stronger.

There is something wrong with the chip, the end result may be good

Of course, the United States is also worthy of attention. This holiday, after the rumors in the field of biological manufacturing appeared, the latest news about the chip.

According to Reuters, several people familiar with the matter said that the Bayeng government plans to expand the restrictions on the US exports to the United States for artificial intelligence and chip manufacturing tools next month.

It is reported that the U.S. Department of Commerce intends to convey related restrictions on the three American companies -KLA CORP (KLAC.O), Lam Research Corp (LRCX.O) and Applied Materials Inc (AMAT.O). Regulation.

A spokesman for the US Department of Commerce to comment on Friday on Friday, but reiterated that it was "taking additional measures to take comprehensive measures ... to protect the interests of US national security and foreign policy." KLA, Application Materials and Nvidia refused to comment, and LAM did not respond to the request for comment. AMD did not comment on specific policies and measures, but reiterated that it expected that new permits will not have a "significant impact".

At present, the chip concept stocks in the A -share market are about 7.4 trillion market value. Judging from the previous market, the United States' shot will only strengthen independent and controllable logic, thereby driving the entire sector to rise. Therefore, from another perspective, it may eventually bring good results.

Russia and Ukraine became a hot spot, and the Russian exchange enlarged moves

Recently, Ukraine's counterattack momentum is relatively fierce, and the commander -in -chief of the Ukraine Armed Forces has released news that since the beginning of September, Ukraine has re -controlled more than 3,000 square kilometers of land. In the direction of Halkov, the Ukrainian armed forces are pushing south, east, and north.

But they also encountered new problems. Ukrainian President Zelei confirmed that Ukraine had a large area of ​​electricity. According to CCTV news reports, on the evening of the 11th local time, Ukrainian President Zelei Sky posted on its official social media that the infrastructure of Udo was attacked, and Halkov and Donedsk were completely power outages. Power out of the heat, Diren Peter Peter, and Sumi.

According to Ukraine media reports, the fifth thermal power plant in Halkov, East Ukraine was attacked by two missiles in the Russian army, causing power outage in Halkov. The mayor of Halkov City, the mayor of Halkov, released the news that night that due to the Russian army's attack on the key infrastructure of Halkov, Halkov has broken water and electricity in many areas. Relevant departments are currently stepping up for repair. According to CCTV news reports, the Russian Ministry of Defense issued a notice on the 11th that within the past 24 hours, the Russian army has cracked down on the Ukraine in nearly 10 regions in Halkov. In Hermuson and Donetsk regions, the Russian army hit U-Fang's armed forces and infrastructure, which shot down 1 Mi-8 helicopter and 4 drones.

It is worth noting that Russia is working hard to restore financial order. According to CCTV News, the Russian Moscow Exchange adopted new measures on the 12th to further restore the normal trading system. Foreign exchange transactions have recovered from 7:00 to 19 from the 12th. The stock trading time was extended to 10:00 to 23:50, and the total daily transaction was nearly 14 hours. In addition, foreign customers from friendly countries will be allowed to trade stocks from the 12th; natural persons in unwavering countries or companies controlled by Russia can start trading stock Strategic companies (mainly energy and financial sectors) stocks.

Where will the Russian and Ukraine conflict go? Will the counterattack in Ukraine induce larger -scale conflicts? How can Russia's situation be performed? It will be a major event that needs attention in the future.

Responsible editor: tactics

School pair: Wang Wei

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