According to the latest news, the peripheral market rose sharply after the May Day holiday. Chinese assets are the strongest performers, outperforming US stocks, Japanese stocks and gold. Foreign investors scrambled to raise Chinese assets, with Hang Seng Technology up 7% in two trading days, while the US stock index rose in just one night.7bitcasino8%. Domestically, a new round of real estate stimulus policy has been implemented. The Politburo meeting decided to "study the policies and measures to digest the stock of real estate and optimize incremental housing". The supply of land has begun to decline, and cities that have not sold well have stopped supplying new residential land. More policies to stimulate home purchases are expected in May. The domestic economy continued to improve, with the official manufacturing PMI of 50 in April7bitcasino.4, staying above 50 for two months in a row. This shows that the domestic economy has not collapsed, but has shown strong resilience. Recently, I have been studying a large number of net profit fault tickets every day, and I have two feelings. First of all, there was a reversal in the performance of many small-cap companies in the first quarter, indicating that the domestic economy did not collapse. On the contrary, it showed strong resilience. Secondly, the automobile industry chain shows a strong momentum, and many fault tickets are related to the automobile industry chain. In the real estate downturn, the auto industry has become a new driver of growth. Generally speaking, good news is concentrated in all aspects during the holiday period. If the stock market does not rise tomorrow, it may mean that there is a traitor in domestic capital.

In addition, Warren Buffett recently expressed the following views on the capital market at the shareholders' meeting: he plans to reduce his stake in Apple stock by 13%, which means he is not optimistic about the future of Apple.7bitcasinoBerkshire's cash reserves have reached an all-time high, and Buffett believes that there are few investment opportunities in the United States; he will not buy BYD (002594) shares and will not consider investing in China and India for the time being; he expressed his views on new energy, smart cars and artificial intelligence. From the perspective of Buffett's investment philosophy, he prefers to invest in industries with high certainty and undervalued rather than emerging industries.

In other news, high-speed rail fares began to rise, and the fares of Wuhan-Guangzhou high-speed railway, Shanghai-Hangzhou passenger special, Shanghai-Kunming passenger special, and Hangzhou-Ningbo high-speed railway will rise by about 20%. In addition, the prices of basic livelihood services, including hotels, gas, water and subway, are rising, and the cost of living is rising sharply. Shanghai has launched a "trade-in" scheme, but most of the participating buildings are unvisited garbage properties, and there are still restrictions on relaxing purchase restrictions in the two cities north. In addition, it is rumored that Tesla intends to give up integrated die-casting and switch to traditional three-stage casting, and the two new models also use three-stage casting. Although integrated die casting can reduce manufacturing costs, it will become a burden when the car market is depressed. The relevant tickets may be affected tomorrow. To sum up, the situation in the market is becoming more and more complex, and investors need to be vigilant and choose the right investment opportunities according to the investment ideas of Buffett and other stock gods. In addition, there is also a lack of innovation in the film market, and the audience's interest in the film is gradually declining.

Key words: real estate, economy, car bullish (bearish) because Chinese assets are scrambled by global foreign investment, the domestic economy is improving, and the automobile industry chain is strong and crazy.7bitcasino. Hexun self-selected Stock Writer risk Tip: the above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.