Chapter 955 [Are You Going to Make a "Physical" Production Cut in a Hurry? ]

In the past, many young people thought that imported cars were good, because they thought that imported cars were not just a car, but also a face.

Just like the later Apple mobile phone, many people also thought that it was better than domestic mobile phones, but the real reason was that many young people regarded an Apple mobile phone as a capital for showing off. Now HUAWEI has risen, of course, it is also facing unprecedented crazy suppression from America.

The same is true for cosmetics. Everyone knows that this is a huge profit. In the past, people were still willing to pay a high cost to pursue the so-called imported goods, just because they felt that using imported goods was more face-saving.

But in the past two years, especially in the post-epidemic era, people's "blind worship" of imports has undergone extremely profound changes.

To a large extent, this epidemic completely tore off the lighthouse halo of America. People never thought that America, known as the world's lighthouse and the light of mankind, would be so lame. Young people in China looked back and found that they were the best one, and the other party couldn't even copy homework.

This is like a person seeing the idol he admires, with infinite expectations, but the reality shattered this expectation. It turns out that the hero idol he worships is such a rubbish.

More and more young people around me are beginning to embrace domestic products.

In the automotive field, many domestic consumers now think that Tianchi is very good. Those with a single style will also go to see BYD, Geely and so on. In the first quarter when Japanese cars and other foreign brands declined, the sales of Tianchi Technology were full, and BYD's new energy vehicles also sold very well. These are very direct proofs.

So, this is a realistic problem that Toyota, Honda, Nissan, and even imported cosmetics have to accept today. More and more young people in China really see the essence behind consumption.

Especially in the post-Y era, which is full of uncertainty, it is not certain that they will graduate and lose their source of income tomorrow. More and more young people are beginning to abandon glitz and pursue high-quality rational consumption, and no longer blindly worship imports. Compared with the so-called face brought by imports and luxury goods, the money in their hands and the peace in their hearts are the real luxury goods.

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Today, Friday night, the international crude oil futures market rose again, and the intraday increase in Brent crude oil futures prices once approached the height of +17%.

Netizens from all walks of life watched the show, and the parties involved were all making frequent moves. The current situation can be said to be you fight yours and I fight mine.

The focus of the Americans now is to stabilize the oil price. They are now very aggressive in asking China for money, but there are not many actual actions. It's not that the Americans don't want to, but they really can't take care of it.

The domestic side is not idle. On the one hand, it is developing in an orderly manner, and on the other hand, it is preparing for war and famine. Preparations in all aspects are advancing.

At the same time, it is also clear that as long as the Americans have time, they are very likely to come back. This is a very high probability event, so we must prepare a response strategy and continue to collect bargaining chips for ourselves. We must be fully prepared in all aspects.

At the same time, Tiansheng Capital also began to launch the strategy of "buying globally, buying globally". A large number of new companies or reorganized companies went overseas to buy, buy, buy, and buy. The major shareholders behind these companies are Tiansheng Capital.

Wang Yue also sent Lu Ming the latest situation. Under the strategy of their people operating and using money to open the way, they have successfully won the first batch of oil pipeline lease agreements in Cushing, Texas, and are still expanding.

The oil price surged yesterday and today, further stimulating domestic crude oil investors to participate in it. The continuous surge reached a cumulative height of +48%. Even so, the WTI crude oil futures price is only $28.94 per barrel.

Domestic investors who are heavily bullish on crude oil are very optimistic, and the reason is very direct and simple. They firmly believe that the Americans will definitely not let shale oil and gas companies fall, and will definitely intervene strongly. They have already begun to intervene and have a good talk with the bears and big dogs.

Under such expectations, if North American shale oil wants to survive, the crude oil price must be at least around $45-50 per barrel.

In other words, the bulls expect that even if they enter the market today, they will be able to earn about +55% to +72% in the future. For those who buy the bottom below $20, the oil price will more than double to $45-50.

And the bulls have another expectation that makes them more excited. They think that when the epidemic is over, the global supply and demand will return to the situation before the epidemic, and the benchmark oil price at that time is also at $65.

For those who enter the market today and open long positions, they can double their profits in the future, and those who buy the bottom below $20 can more than double their profits.

Bulls have such beautiful expectations, and feel that getting rich is almost in sight. If they jump in, they will win.

Those who have not entered the market are rushing to enter the market and open long positions, and those who have already bought the bottom below $20 are also pushing their positions up further.

Products such as Yuanyoubao are now very popular, and the crazy influx of long positions has forced the platform to go to Chicago Mercantile Exchange to take corresponding long positions.

…

Entering the weekend, there has been constant news in the past two days.

In foreign countries, the latest progress of oil negotiations has been exposed. The negotiations have been postponed from April 6 this week to April 9. Many market analysts predict that there is a high probability that the results will be announced next weekend.

In recent days, the world's major oil powers have been flexing their muscles to increase their bargaining chips at the negotiation table.

The demands of all parties, whether it is Saudi Arabia, Russia or the United States, reflect the interests of all countries. Russia hopes that global production will be reduced, not just itself and OPEC. On the surface, Saudi Arabia's big dog is the United States's little follower, forcing Russia to submit, and the United States itself must ensure its own energy independence.

But there are also many people who do not have high expectations for the upcoming negotiations on April 9, especially some domestic investors, who believe that there is a high possibility that no results will be produced.

Because I am not optimistic about the style of the president, this person can be called a complete overbearing president.

Many people think that with the current style of the president, he will deal with the oil problem in two ways. One is that the United States cannot reduce production, but you have to reduce; the other is that crude oil cannot fall, but must rise!

A complete overlord clause!

When the United States is facing the epidemic in North America, the sudden death of the economy, and the collapse of oil refineries and banks, its way of dealing with it is very likely to be military intimidation. Its Pacific Command and the Central Command had a big quarrel in the Pentagon to grab an aircraft carrier. After a long time, the Pacific Command did not bring the aircraft carrier to the Western Pacific region.

Some people in China even predicted that the oil fields in the Middle East might be attacked by air strikes or by the anti-government organizations whose military power suddenly increased significantly, and so on. America was anxious and directly reduced production "physically". Such a plot has not been voiced before.

America really dare not touch Russia so openly. Sat and Kovit are America's followers, so the remaining ones may be Iraq, Libya, Iran, and even Venezuela.

It is not ruled out that the United States will use the "physical" production reduction operation, after all, the previous record is there.

Domestically, there was a major good news of a reserve requirement ratio cut at the weekend.

The central bank decided to reduce the interest rate of excess deposit reserves of financial institutions in the Bank of China from 0.72% to 0.35% from April 7. This targeted reduction in the reserve requirement ratio can release 400 billion yuan of long-term funds per month, and each small and medium-sized bank can obtain 100 million yuan of long-term funds per month on average.

This targeted reduction in the reserve requirement ratio will be implemented twice on April 15 and May 15 to prevent excessive one-time release from causing liquidity congestion.

After all, a few days ago on April 2, Tiansheng Capital's dividend funds of 1.19 trillion yuan were even larger. There is really no shortage of liquidity now, but the market lacks confidence.

The targeted reduction in the reserve requirement ratio and the disguised interest rate cut can be said to be beyond expectations. The sharp rise of the A-share market next week is basically certain.

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