The global market is beginning to be nervous! The first war broke out after Trump took office

â–²We have been hesitating for a long time before deciding to release this video. We apologize if you are uncomfortable. Many people think that chemical weapons are just a noun in books. However, on April 4, a suspected gas attack occurred in a town in northwestern Syria. Hundreds of people were killed and injured, many of them children. At present, all parties deny the use of chemical weapons.

The first war after Trump took office broke out!

——The United States started to work in Syria. This time node is very intriguing: when the “Study” was going on, Trump invited people to come to the house to be a guest, but he ran to smash the glass of others.

Said that the cannon was ringing, the gold was two.

-- In addition to the concern of the situation in Syria, the world's most concerned topic is whether Trump's new foreign policy will have a lasting impact on the rise of global high-risk assets so far this year.

The global financial market is moving

In the early morning of the 7th local time, the US military fired more than 50 cruise missiles at an air base controlled by the Syrian government. The news came that gold and crude oil futures jumped immediately, and A-share gold and military stocks opened higher and higher at the same time. The index closed in second and fifth place. The gold sector's gains even surpassed the Xiong'an concept stocks.

The global market is beginning to be nervous! The first war broke out after Trump took office

The crackdown immediately triggered a global response from the stock market, commodities to foreign exchange and other markets. Although the market response is not particularly dramatic, for example, the yen has not risen as much as last Monday. However, the crackdown has led to speculation about Trump's diplomatic and national security policies.

Let's take a look at the performance of today's global financial markets:

As a safe-haven asset, gold is the first to benefit. During the morning time in Beijing time, the COMEX gold main contract volume totaled 31,367 lots in 20 minutes, worth about 3.9 billion US dollars. Gold rose to a high point during the year, an increase of more than 1%.

The global market is beginning to be nervous! The first war broke out after Trump took office

Oil and crude oil also rose in a row, with intraday gains exceeding 2%. As of 19:00, the gains have declined, with gains of around 1.5%.

The global market is beginning to be nervous! The first war broke out after Trump took office

The US dollar index is safe and sound, rising slightly.

The global market is beginning to be nervous! The first war broke out after Trump took office

Last night, the US stock market was relatively calm. At the close, the Dow rose slightly by 0.07% and the Nasdaq rose by 0.25%.

The global market is beginning to be nervous! The first war broke out after Trump took office

Today's Asia-Pacific stock market is relatively calm, with the Nikkei 225 index rising 0.36%, the Korea Composite Index down 0.05%, and the HSI slightly down 0.03%.

The global market is beginning to be nervous! The first war broke out after Trump took office

The performance of US Treasury bonds is the least calm, and the whole line is down!

The global market is beginning to be nervous! The first war broke out after Trump took office

Then the question is coming:

1. Is the US 50 missiles violently bombing the Syrian government forces behind the result of the US-Russian hegemony?

2. Can military industry, gold and oil carnivals last forever?

Behind the super 50 cruise missiles

In the Middle East, behind any conflict, there are more or less the United States and Russia, and this time is no exception.

In the early hours of this morning, the United States launched a sudden attack on an air base in Syria and fired more than 50 cruise missiles at the base. A US official said it was in retaliation for a chemical weapons attack in the Syrian opposition-controlled area. The Syrian state television station said that the US military operation against Syria is an "aggression."

The global market is beginning to be nervous! The first war broke out after Trump took office

â–²The picture above shows the missile launching moment

On the 4th of this month, an armed opposition-controlled town in Idlib province in northwestern Syria was attacked by air. The deceased and the wounded showed signs of chemical weapons poisoning. It is reported that the air raid caused a total of 58 people including 11 children. death. And we see more from a lot of videos, it is the injured child.

The global market is beginning to be nervous! The first war broke out after Trump took office

Western countries such as the United States, Britain, and France and the Syrian opposition accuse the Assad government of using chemical weapons, but the Syrian government has firmly denied it. The Russian military said that the Syrian government airstrikes an armed arsenal of the opposition, which may lead to the leakage of chemical weapons hidden by the latter.

It is not difficult to see from the response of all parties that the Western countries support the Syrian anti-government armed forces, so they blame the government forces for chemical weapons attacks, while Russia and Iran support the Syrian government forces, which naturally push the responsibility to the rebels.

At present, China's position is relatively neutral. A spokesman for the Ministry of Foreign Affairs said at a regular press conference today that he opposed the chemical weapons attack, supported the UN's independent investigation, and cherished the hard-won political settlement of the Syrian issue.

Trump's brain has launched more than 50 cruise missiles, which can be described as one stone and three birds. One is to establish a personal tough image, the other is to restore the negative impact of Obama's weak attitude toward chemical weapons to the United States, and the third is to take the opportunity to clarify the pro-Russian rumors.

When will military, gold and crude oil retreat?

Although the United States is only a small test, it still makes the global capital market fluctuate abnormally. The military concept stocks, gold futures and its concept stocks, as well as crude oil futures prices have all risen sharply.

The logic of the military concept stocks is that under the shadow of war, countries around the world will have to increase military expenditures in research and development and manufacturing, and bring more lucrative profits to military enterprises in various countries.

The global market is beginning to be nervous! The first war broke out after Trump took office

Gold sector is benefiting from increased risk aversion, A-share market gold sector rose nearly 3 percent, western gold 601 069, to buy the daily limit, Jingui Bank 002,716, buying, gold gold 600489, Buy, Eastern Jin Yu 600 086, buy rose more than 5%.

The global market is beginning to be nervous! The first war broke out after Trump took office

According to Great Wall Securities Research, the three main lines of investment in military stocks:

First, benefit from the upgrade of defense weapons and equipment, including aerospace powers 002025, buy , aerospace electronics 600879, buy ), Ocean Navy China Heavy Industry 601989, buy ), strategic air force Zhonghang Electromechanical 002013, buy , AVIC aircraft 000768, buy , AVIC Optoelectronics 002179, buy ) and national defense information Guorui Technology 600562, buy , Si Chuang Electronics 600990, buy , Leike defense 002413, buy );

Second, it benefited from the reform of the reform of the institute, asset securitization and reform of state-owned enterprises, including China Aviation Industry and Aerospace, Aerospace Science 000901, buy , aerospace Changfeng 600855, buy ;

Third, the endogenous growth is stable and the valuation is low, including AVIC Electromechanical, Excalibur 002361, BUY , Galaxy Electronics 002519, BUY .

The antiques of the prosperous world, the gold of troubled times. As a hard currency, in the extreme period of war, gold can be said to be the only currency that can be circulated internationally. Banknotes issued by individual countries may become waste paper. Although the possibility of a world war is basically zero, every sporadic military conflict will bring imagination to the gold speculators.

The global market is beginning to be nervous! The first war broke out after Trump took office

For oil, the impact of war basically includes two aspects, one is to affect the price of crude oil by affecting the output of oil producing countries, and the other is to affect the price of crude oil by affecting the transportation of crude oil.

Fourteen years ago, George W. Bush accused Saddam of possessing a large number of chemical and biological weapons to fight in Iraq. Oil gradually rose from $30 a barrel, and reached a maximum of $140.

As the most local area in the world, the underground in the Middle East can be said to be spread over oil. However, Syria is an exception, but it is close to the crude oil transport channel, the Strait of Hormuz, where millions of barrels of crude oil pass every day. Iran here also has military conflicts with the United States from time to time. Once the geographical relationship in the region changes Being nervous will inevitably affect the circulation of crude oil and thus affect the price of crude oil.

The global market is beginning to be nervous! The first war broke out after Trump took office

In addition, as the top five countries in the world in terms of oil production, Russia and Iran have consistently supported the attacked party. Once the two countries react, the global oil price will fluctuate greatly.

It is not difficult to see that if the United States is stronger and Russia and Iran will not give in, the prices of military, gold and crude oil will continue to rise. If the two sides reach an agreement, they all agree to return to the political channel to resolve the Syrian government and anti-government. Armed conflicts, then military stocks, gold and crude oil futures prices will gradually fall.

From the current reaction of the parties and the practice of dealing with affairs in the Middle East, the probability of the latter is much greater.

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