Heavy emergencies!What happened?Two A -share super tracks are killed, don't hesitate, quickly switch?

Recently, a strange thing happened, and the American social giant collectively pulled the black and beautiful online publicity account.

Recently, a report released by the Stanford Internet Observatory and Research Company Graphika Researchers, Facebook, Instagram, WhatsApp, and Twitter have been deleted from its platform -these accounts are for the United States. Diplomatic services.

Researchers have found that these accounts have been active in 8 social networks and instant messaging software for nearly 5 years. It aims to promote the interests, values ​​and goals of the United States, while attacking the interests of Russia, China and Iran. These accounts are often disguised as news media or fictional characters and publish content in multiple languages. So why are these social giants' move?

From the market perspective, the two tracks of semiconductors and new energy have been killed in the morning, while some traditional sectors are rising. Minsheng Securities stated in a well -influential research report that when the demand gradually stabilized after the next step, inflation and viscosity gradually appeared, and the duration of global stagnation was too imagined. Don't hesitate, quickly switch. However, this research report was highly respected by foreign capital, but was not very recognized by some domestic funds.

Social giant collective action

According to news from the New York Times, according to a report released by researchers from the Stanford Internet Observatory and research company Graphika on Wednesday, Facebook, Instagram, WhatsApp, and Twitter have deleted some accounts from various platforms -these accounts are US diplomacy for the United States Services.

This is the first time that it has been discovered and deleted on social media platforms. Researchers have found that these accounts have been operating on 8 social networking websites and instant messaging software for nearly 5 years to promote the US views, values ​​and goals, while attacking Russia, China, Iran and other countries.

These accounts often pretend to be news media or play the role of people who do not exist, and publish content in at least 7 languages, including Russian, Arabic and Urdu. These posts criticized Russia and other countries to conduct the "imperialist war" in Syria and Africa, while praising the United States' assistance in Central Asia and Iraq.

According to the report, Meta, which has Facebook, Instagram and WhatsApp, said that the "native country" of these accounts is the United States. Twitter said that the "prefining nation" of these accounts is the United States and the United Kingdom.

For a long time, researchers have been suspected of increasing the activities of the United States' overseas interests and influence. However, the US government does not comment on the secret plan. General Patrick Ryder, spokesman for Pentagon, said the agency will investigate and evaluate any information provided by Facebook or Twitter.

The report states that Twitter and Meta do not allow these accounts to secretly cooperate to promote certain information, so these related accounts are deleted in July and August.

Twitter stated that reports on Stanford and Graphika were not commented. Meta did not respond to the comment request. Youtube said in an email that several channels released in Arabic, Persian and Russian have been terminated. They publicize US foreign affairs, including channels related to a US consulting company as part of the investigation of coordination.

YouTube said its discovery is similar to the discovery in the report of Stanford and Graphika. According to the report, researchers have found that the operation is mainly concentrated in the fact that the cause and false news reports are conducive to the information of the United States and the West, and at the same time criticize Russia, China and Iran.

Researchers say that these accounts customize their language and information for different regions. From June 2020 to March 2022, a group of 12 Twitter accounts, 10 Facebook pages, 15 Facebook personal accounts and 10 Instagram accounts were created to focus on Central Asia. Among them, some people pretend to be a media, and at least one account is posing as a photo of a actress of a Puerto Rico. Another 21 Twitter accounts, 6 Instagram accounts, 5 Facebook personal accounts, and two Facebook pages were targeted at Iran from November 2020 to June 2022.

Two major tracks have a collective killing and falling, to switch urgently?

From a market perspective, two super tracks are collectively killed. The first is the semiconductor, the nine days of Huada, and Diko's popular stocks have been killed.

Followed by new energy. Under the leadership of the Ningde era, new energy fell again, and the new energy index fell more than 2%. Rima Precision, Zhenbang Intelligence, Tongda Power, Dehong Co., Ltd. and other daily limits, Shijing Technology and Katai Power once fell more than 10%.

Mun Yiling believes that the reason for the obvious recovery of growth stocks at the moment is: the recent intensive disclosure period in the recent period, for the growth stocks that have accumulated a lot of increase in the early stage, the market's changes in its performance capacity are relatively sensitive (especially for for its performance (especially for for its performance (especially for its performance (especially for the performance of its performance (especially for its performance (especially for its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance (especially for the performance of its performance, For some small and medium -cap stocks with asymmetric information), they chose to sell when facing uncertainty. At the same time, we can also see that with the magnification of the global macro volatility, concerns about global stagflation/recession gradually spread outward. Even the high -tech sectors that have been considered relatively safe in the past have gradually become difficult to be alone. Obviously amplified. Overseas recessions are coming to an end, and inflation and viscosity are re -priced, and the shortage of energy time and space in China will also catalyze the capacity of the traditional energy and chain industry that needs to be reserved. Minsheng Securities said, don't hesitate, quickly switch.

According to a Chinese reporter from the brokerage firm, foreign capital is more recognized by this logic. On the contrary, some domestic funds are not recognized. In fact, from the perspective of the two dimensions of exchange rates and bond yields, in the context of the rise in the US dollar index and US debt yields, the market will indeed show the side of pricing inflation. At the moment, this pattern is facing. As for the duration of this pattern, it is not sure.

Editor: Lin Gen

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