The collapse of US stocks has dragged down Chinese stocks.

The rumors are true. Tonight, the official announced that China and the United States reached a cooperation agreement on the audit of the draft of Chinese stocks, which means that the listing status of Chinese stocks in the United States has been preserved.

The art of negotiation is to exert extreme pressure in the early stage, strive for favorable conditions, grind slowly later, and do not show your cards until the end, haste makes waste.

If the US stock market lacks the science and net stocks of Blue Star Deputy Chief, it will not be a complete capital market. Meet each other halfway and do business well. Everyone will make money, tear their faces, kill a thousand enemies and injure themselves by 800.

It is of great benefit to China's Internet industry, because US stocks are the most liquid stock market in the world and can give the best valuation to technology companies. if Chinese stocks are eventually forced to retreat to Hong Kong stocks, the liquidity of the Hong Kong stock market will not be able to hold up at all. valuations will fall to slag.

If even the leader Tencent BABA has only 10 times PE, how can those entrepreneurs tell stories about financing? if there is no capital investment, what innovation will the society take?

As soon as the good news came out, Chinese stocks rose sharply before the day, and now they have pulled back again. On the one hand, they have already responded yesterday. On the other hand, Fed hawks say they want interest rates to reach 3.75%-4% by the end of the year. To reach this point, the Fed will have to raise interest rates by 75 basis points in September and December, respectively, and the US stock market will start to show you the performance model again. This has undoubtedly dragged down the rebound of Chinese stocks.

Don't forget that the United States will increase its shrinking table in September, releasing non-farm data on September 2, CPI on September 13, and interest rate hikes on September 22. These major events that will happen in September will have a vital impact on the trend of Hong Kong and US stocks.

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1. After 14 consecutive trading days, the turnover of Hong Kong stocks has finally exceeded 100 billion yuan, with a turnover of 102.8 billion yuan.

2. Meituan's revenue in the second quarter was 50.9 billion yuan, estimated at 48.6 billion yuan, an increase of 16% over the same period last year; deducting 2.06 billion yuan in non-net profit, the estimated loss was 2.17 billion yuan, turning a loss into profit over the same period last year. This performance is much higher than expected, proving that Meituan can make money after the contraction of the front, especially the rapid revenue growth of the new business.

By the way, Meituan still has 107.5 billion cash and equivalents on his account. even if he continues to fight a price war, he can afford to burn.

3. Tsing Tao Beer's revenue in the second quarter was 10.1 billion yuan, up 7.5% from the same period last year, while the non-net profit was 1.569 billion yuan, up 25.72% from the same period last year. The results exceeded expectations, and the long-term logic of the beer industry is high-end, while the short-term is economic recovery.

At present, the domestic beer industry has basically formed a competition pattern with China Resources Beer, Tsing Tao Beer, Budweiser, Chongqing Beer and Yanjing Beer. Tsing Tao Beer's market share is second only to China Resources Beer and firmly occupies the position of "Dragon II".

4. China Mengniu Dairy's income in the first half of the year was 47.7 billion yuan, an increase of 4% over the same period last year, and 3 billion yuan in non-net profit, an increase of 1% over the same period last year. In line with market expectations, the results have been reflected in the stock price, which has fallen by more than 17% this year, and the worst time for the company has passed.