
一 | 本篇评级为★★★,主要围绕以下内容展开:
1、大基金减持,科技抱团面临拐点?
2、市场变奏,接力棒给到谁?
如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。
新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。 United Nations, Oct 12 (UNI) North Korean Ambassador to the UN Kim Song on Wednesday lashed out at the US, arguing it is aggravating tensions on the Korean Peninsula.
Addressing a session of the first committee of the UN General Assembly held in New York on Tuesday (local time), Kim, who serves as the Permanent Representative of the Democratic People's Republic of Korea to the UN, urged the US to refrain from providing a nuclear umbrella and to suspend joint exercises with South Korea.
He claimed that the "stakes are running high" on the Korean Peninsula more than ever before due to the "dangerously growing hostility" and nuclear threat of Washington, Yonhap news agency reported.
"The US is now desperate to spread the disinformation in the international arena aimed at demonizing the government of our republic with an absurdist sophistry that our self defensive capability poses a threat to global peace and security in the region," he said.
He also called on the US to take the lead in nuclear disarmament and to refrain from providing a nuclear umbrella or transferring nuclear technology.
The envoy also took issue with the recent joint exercises between Washington and Seoul, including the Ulchi Freedom Shield exercise in August and maritime exercises involving the nuclear-powered aircraft carrier USS Ronald Reagan last month.
He then defended the North's arms buildup as a basic right stipulated in the U.N. charter and a self-defensive means to counter the "heinous" hostility of the US.
"Under such inevitable circumstances, we are compelled to decide to organize military drills under the simulations of an actual war at different levels in order to check and improve the reliability and combat power of our state war deterrence and send a strong military reaction warning to the enemies," he said.
The comments came as the North has been sharply ratcheting up tensions on the peninsula in recent weeks, staging seven rounds of provocative ballistic missile launches over the past two weeks.
The North also said it staged large-scale air-attack drills on Saturday, involving the simultaneous mobilization of around 150 warplanes "for the first time in history".
UNI ING。

二 | 1、大基金减持,科技抱团面临拐点? 这个周末市场上浮现了更多的消息,仿佛指向市场开始出现变盘,到底怎么看?首先科技赛道之前涨得顺风顺水,接下来还能不能持续?如果它不持续,谁来拿下一个接力棒?我们一起来梳理一下。 先看一下上周五科技赛道的下跌幅度,半导体和人工智能赛道当天跌了将近6%。直接的触发因素是国家大基金宣布减持三家半导体龙头公司的股份,减持的比例并不是很高,但在市场上容易造成一种恐慌,原因就是前期的涨幅确实过大了。再加上一周之前别的一些“聪明资金”也开始宣布集体减持,包括7家半导体公司的股东和高管几乎在同一天宣布减持。另外,还有两家龙头存储芯片公司正在排队上市,如果进度快的话,在6月底7月初就会来到市场上。僧多粥少,资金被虹吸走的话会造成向下的压力。这些消息放在一起看,就容易被市场解读为大资金、“聪明资金”现在都认为市场过热了,都是一个减持或者是上市的好时间。谁来接盘呢?就是散户。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。

三 | 新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
Current article:http://w6mgk.tichannangenzhuchuapin.cfd/un7jvk/20260826/89483.html
Published on:06:10:48
国内/08-25
国内/08-21
国内/08-26
国内/08-26
国内/08-21
国内/08-20
国内/08-26
国内/08-23
国内/08-26