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大基金减持，科技抱团面临拐点?_我的网站

一 |     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。

二 |                    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。

三 |     United Kingdom Prime Minister Boris Johnson has accused the Indian authorities of “arbitrarily” detaining British-Sikh national who has been lodged in a prison in the northern state of Punjab since 2017, according to British media reports.,Johal, a resident of the Scottish town of Dumbarton, has been charged by India’s National Investigative Agency (NIA), the federal counter-terrorism organization, of being a member of banned Khalistan Liberation Front (KLF). Johal was arrested while he was in Punjab for his wedding in November 2017.,The KLF advocates for a separate Sikh homeland, or Khalistan, primarily comprising the Indian state of Punjab. The Khalistan movement in India reached its peak in the 1980s, when a military crackdown on the separatists culminated in the assassination of former Prime Minister Indira Gandhi by her Sikh bodyguards, who were unhappy with New Delhi’s actions.,Khalistani Flags, Slogans Found at Himachal Pradesh State Assembly Prompt Police Probe8 May, 08:07 GMT,Johal is one of the KLF aides named in a chargesheet in the killing of Ravindra Gosain, a member of India’s Rashtriya Swayamsevak Sangh (RSS), in October 2017. The RSS is the ideological parent of India’s ruling Bharatiya Janata Party (BJP). Johal’s brother in Scotland, who has been running a media campaign, denies the charges levelled against him.,However, his arrest in India, has sparked outrage among Sikh groups in the UK and Scotland, with Opposition Leader Keir Starmer as well as several other Labour Party parliamentarians having urged the Boris Johnson administration to negotiate his release with the Indian government.,“Ministers and officials of the Government have consistently raised the UK’s concerns directly with the Government of India about Mr. Johal’s treatment and his right to a fair trial. We have done so on almost a hundred occasions since Mr. Johal’s detention in November 2017,” Johnson wrote in a letter dated 21 June to Starmer, but it was only reported in UK media on Thursday.,Prior to surfacing of the letter, the United Nations' Working Group on Arbitrary Detention also stated back in May that Johal has been “arbitrarily” detained in India.,It called upon New Delhi to “take urgent action to ensure the immediate unconditional release” of Johal and award him “compensation” as well as other “reparations, in accordance with international law”.,'Promoting Hatred': India Condemns Resolution in US' Connecticut Recognising 'Sikh Independence'2 May, 06:26 GMT,Since his arrest, New Delhi has maintained that Johal’s rights have been respected. At the same time, the Indian government has raised concerns over the activities of Khalistani separatists, many of who are based in the United Kingdom, Canada and even the US.,Johnson was in India for a state visit in April. Back then, he had revealed that the UK was “sensitive” to India’s concerns on Khalistani extremism.,“We have a very strong view in the UK that we don’t tolerate extremist groups. We have set up an anti-extremist task force to help India,” Johnson said during the visit.,More recently, Johnson met Prime Minister Narendra Modi on the sidelines of the G-7 Summit in Germany this week. As of now, it remains unclear if the issue was raised during the meeting.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。

四 |                    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。

五 | 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。谁来接盘呢？就是散户。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

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Published on:02:51:05