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China-Rio de Janeiro Friendship Day highlights growing bilateral ties_我的网站

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A | 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。 (ECNS) -- Rio de Janeiro held celebrations for China-Rio de Janeiro Friendship Day, bringing together around 150 representatives from China and Brazil to promote bilateral exchanges and cooperation. Tian Min, Chinese consul-general in Rio de Janeiro Huang Yehua, chairman of the Brazil-China Center for Innovation in Science and Technology Henrique da Nóbrega, president of the Brazil-China Friendship Association, and representatives from various sectors attended the event. Tian said China-Brazil relations are going through one of their best moments in history, with a partnership that extends beyond trade to include culture, technology, sustainable development and international political coordination. Huang highlighted the importance of stable and sustainable bilateral ties amid growing global uncertainties, noting that the two countries could further explore cooperation in innovation and economic development. Nóbrega stated the Brazil-China Friendship Association will continue to serve as a bridge to promote exchanges and mutual understanding between the two peoples. The event was also supported by the Foreign Affairs Office of Guangdong Province. Two Chinese chefs prepared a selection of Chaoshan-style Cantonese dishes, adding a cultural touch to the celebration. Established by state law in 2018, the Friendship Day is celebrated every August 8, strengthening friendship and understanding between China and Brazil. (By Intern Liu Shuangjing, Zhang Dongfang) 。 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。