There seems to be no movement in the next few days, and there seems to be no panic in Europe and the United States, but the hand of time is getting closer and closer to the arrival of April 15.

There seems to be no new action on the domestic side, of course, there is no action, the card has been thrown out, now is waiting for the opposite side to play the card, the opposite side is now neither out of the card nor said to be sorry, then wait.

But there is no shortage of matches on the Internet, and some well-known big Vs began to sneer, saying that people don't pay attention to you at all.

But just a week later, on Tuesday, March 18, an unexpected incident occupied the international front page headlines, and it also resonated with the gallium and germanium incident, causing Europe and the United States to sit still on the issue of gallium and germanium.

To be precise, the beating guy couldn't sit still and was in a hurry.

Because on March 18th, the Crimea incident broke out, Da Mao and Ermao pinched up, and Da Mao sent troops to actually occupy Crimea on this day.

……

At this moment, Fang Hong was sitting in the living room of his villa, watching the TV news report on the incident.

Now it has become the world's headlines, and the whole network is hotly discussed, becoming the hottest news at the moment.

This matter may be unexpected to others, but Fang Hong, who has a prescient vision as a traversal reborn, is not surprised at all.

"It's hard to ride a tiger this wave of beating the Zhou Yankee......," Fang Hong looked at the TV news with a faint smile and said to himself, the relationship between the big hairy bear and Europe and the United States is not good, and as soon as the Clemia issue ferments, the relationship between the two sides will definitely plummet further.

Now there is a so-called "new Cold War" talk of the beginning of the dust, the relationship between Da Mao and Europe and the United States has further deteriorated, Europe has doubled down on the uncomfortable aspect, Europe wants to have a stable winter, it depends on Da Mao's natural gas.

Moreover, Europe itself is still riddled with a debt crisis, and has not yet come out of the economic crisis, and at this time there is unhappiness with this beautiful father and the big eastern countries, and the risk of supply interruption of raw materials such as gallium and germanium will impact the European high-end technology industry.

This wave of beating is a big injury.

At this juncture, the problem of gallium and germanium raw materials is even more troublesome.

With an annual output of 450 tons of gallium, the Greater China market accounts for more than 430 tons of output, Damao accounts for 13 tons, and Ermao accounts for 4 tons.

It's fun now, Da Mao and Ermao pinched up, and the Zhou guy must be on Ermao's side, which can basically be said to offend the second largest seller.

Still playing with a hammer?

As the international situation has become more and more complex in the past two days, the global capital market has also been shaken, and major stock markets are falling, and on March 20, the Shanghai Composite Index fell 1.40% to close at 1993.48 points.

The Crimea incident suddenly focused everyone's attention on this one thing and ignored another thing.

That is, the day after the Clemia incident, that is, on Wednesday, March 19, America took the initiative to send people to the eastern powers, and the itinerary was very low-key, without much publicity, and everyone did not pay much attention.

Because I can't stand it, I can't stand it, so I find America to put pressure on the reverse and complain that it's too difficult to step on the horse, let's let go of the things on the rabbit's side first, the hairy bear is a matter at the door, and it is imperative to be exported by the horse.

It's a debt crisis, an economic crisis, and a crisis of gallium and germanium raw materials.

America didn't want to beat Zhou and couldn't stand it, so she had to reconsider.

The supply of gallium and germanium raw materials was really cut off on April 15, and the date is getting closer and closer, so many chip manufacturing plants will not be able to open the pot, so many little brothers have been affected, and America herself will be affected to a certain extent, and it will be really difficult to get it at that time.

The most important thing is that America also has its own strategic goals, Xiao Jiujiu, and now this time is the window period for the tidal return of the dollar, entering the dollar interest rate hike cycle to harvest the world, and among them, America is regarded as the fattest piece of meat is the big country in the East, and it is really not appropriate to make things happen at this time, which affects the big plan of dollar harvesting.

Lao Mei's people have already taken the initiative to come over, and the outside world has no way of knowing what the two sides have discussed, and there are not many people who pay attention.

……

On Friday, March 21, the A-share market fluctuated near the zero axis in early trading, and the 2,000-point mark seemed to have become a huge pressure.

But at around 11:20, a piece of news caused the three major A-share stock indexes to rise sharply, and by the time the market closed at 11:30 a.m., the Shanghai Composite Index rose +0.79%, locked in the 2009.29 water level.

At around 12 noon, a bombshell news came from the village: in order to regulate the securities trading behavior of qualified foreign institutional investors (i.e. QFII) and renminbi qualified foreign institutional investors (i.e. RQFII) and maintain the order of the securities market, according to the implementation rules of the new regulations, the shareholding limit of all foreign investors has been increased from 20% to 30%, and the shareholding limit of a single foreign investor remains unchanged.

The increase of 10% is equivalent to an increase of half on the basis of the original shareholding ratio.

In short, the operational restrictions and investment scope of foreign capital have been relaxed.

As soon as the news was disclosed, the A-share market opened at 13 o'clock in the afternoon, and the three major stock indexes collectively rose sharply, showing a general rise in the market, and the large financial securities sector helped the index to rise, because this news was good for brokers.

As of the close, the Shanghai Composite Index rose +2.72%, a long white candle reversed, and the Shanghai Composite Index locked at 2047.62 points after hours, recovering the gap made by the sharp fall on March 10.

The restrictions on foreign investment have been further relaxed, which has the expectation of new liquidity injection into the market for the capital market, so it has risen sharply.

The most important thing is that at this time, many people finally noticed that Lao Mei sent someone over the day before yesterday.

Today's news has made people from all walks of life in the outside world speculate that the relationship between the two sides may enter a period of relaxation.

You must know that some time ago, when the cards of gallium and germanium were played, the capital market was very worried that the two sides would further escalate, which also led to a sharp drop in the stock market and the flight of funds.

But the emergence of today's news has greatly boosted the market's confidence in repair.

After the weekend, the A-share market rose again on March 24, with the broad market index closing up +0.91% at 2,066.28 points on the day, returning to the position it was before the North American escalation restrictions last month.

Today, the semiconductor sector index rose +8.98%, leading the two markets, and the stocks in the sector set off a rising tide.

The semiconductor sector has fallen dramatically before, but today's surge is obviously the news of the relaxation of foreign investment restrictions last week, although this semiconductor sector does not seem to have a half-dime relationship.

But the potential expectation of this news is that the game on behalf of the two sides may have begun to reach a new consensus, and is moving towards the direction of easing, then North America's restrictions on domestic semiconductors will most likely be relaxed as a quid pro quo.

……

(End of chapter)