qinbafrank
qinbafrank|Feb 24, 2025 15:37
The market as a whole fell sharply tonight. In addition to the service industry pmi that fell below the boom and bust line last Friday and the consumer confidence index that was far below expectations, which led to panic about recession or stagflation, Trump's memorandum of "US Priority Investment Policy" in the early hours of last Saturday was also a key factor. President Rabbit's summary was in place: 1. The overall guiding principles and principles: 1) Economic security is national security, and everything is placed under a security perspective: whether it is American industries (related to US national security) or Chinese industries (related to China's national security) 2) One key to "economic security" is "investment security", where the direction, flow, and deployment of capital have a decisive impact on industries, technology, employment, and security, and are core competitive factors 3) The memorandum clearly states that 'the United States should invest in the future of the United States, not in the future of China', and requires American companies, individuals, capital, and funds to serve and obey the national strategy of the United States 4) China is the largest "foreign adversary" of the United States and is the only target targeted 2. Objectives and Results: 1) One is to prevent China: to achieve mutual goals by restricting China's investment in the United States and restricting US investment in China 2) The second is to promote the United States by guiding American capital and wooing American allies on the premise of "defending against China" 3. The top priority of everything ("Say important things three times") 1) One is finance 2) The second is AI            Like during the day https://x.com/qinbafrank/status/1893827103453495443?s=46&t=k6rimWsEbo2D2tXolYcM -What A talked about: The US Priority Investment Policy may be the beginning of the game between Trump and Dongda in science, technology, economy, trade and finance in the new term of office.
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