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on the news

1. the black swan has officially landed! on the news front, the netherlands has further tightened restrictions on chip lithography giant asml's exports to china. at the same time, the united states and japan seem to be close to reaching a consensus on restricting exports to china's semiconductor industry. although there was some trepidation during the negotiation process, both sides are still working hard to move forward.

these new regulations may affect a number of technology companies, including tokyo electron and asml, as well as a number of international semiconductor equipment manufacturers. these changes were expected, and the dust has settled on the bad news, not a new big bad news. but for a-shares, it's a shame. this market can always find various excuses for falling, and every fall leaves people speechless.

2. on the eve of the market holding its breath for the "first interest rate cut", divergent sentiments are unusually high!

the long-awaited interest rate cut may be coming soon, and the biggest mystery this week is the extent of the u.s. central bank's rate cut: will it be 25 basis points or 50 basis points?