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日本事件引发水产板块行情，可持续吗？_我的网站

一 |     Earlier in the day, Johnson announced his resignation, stressing that he would continue to fulfill the role of party leader and prime minster until his successors are appointed.,"Note this follows the collapse of Macron's government in France as well as other EU countries. Many more will likely see changes ahead to include Germany and Italy," Rasmussen said.,He believes that all major Western leaders, including in the US, "need to be replaced" before the world will see "the potential for improvement.",Johnson’s resignation itself came as no surprise, according to the expert. "We also have seen diminishing support for Johnson's conservative party as well," he noted.,From Getting Brexit Done to Sleazy MPs: The Rise and Fall of Boris Johnson12:17 GMT,Rasmussen expressed overall concerns that the West is moving "on a very dangerous path" both economically and militarily.,"Fences will mend over time but not until western leaders are replaced with those that care for their own people and countries and respect all countries' sovereignty. We are moving in uncharted waters and the next several years will be challenging but there is still hope for a brighter future for all," he said.,Last week, Christopher Pincher resigned as deputy chief whip of the UK's Conservative Party after being accused of sexual misconduct in one of London's private members club. A number of politicians claimed that Johnson appointed Pincher to the post despite knowing about sexual misconduct allegations. On Tuesday, Johnson apologized and admitted, "in hindsight it was the wrong thing to do.",The scandal has led to a string of resignations, with dozens of officials stepping down from Johnson's government, including such key figures as Health Secretary Sajid Javid and Chancellor of the Exchequer Rishi Sunak.,Johnson Has Turned Tory Leadership Into ‘Poisoned Chalice’ for His Replacement, Observers Say12:19 GMT。    本篇评级为★★★，主要围绕以下内容展开：                    1、日本事件引发水产板块行情，谨慎操作的抓手或许还是在消费；          2、谷歌迭代大模型，哪些板块受益？                    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。                   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。                   1、日本事件引发水产板块行情，谨慎操作的抓手或许还是在消费          今天三大指数基本收平，市场缺少兴奋点，唯一的话题来自“日本冲突事件”：中方宣布暂停进口日本水产品，A股渔业、水产养殖板块瞬间拔地而起，多股拉至涨停。类似戏码历史上演过多次——中日关系一紧张，水产就被制裁，A股便出现“快闪”行情。但持续性永远要打问号：日本对华水产品出口量占中国总消费比重极低，实质替代效应有限，更多只是资金借题短炒，属于“艺高人胆大”或“火中取栗”行情。

二 |                    中日短期缓和概率仍在降低。昨日日方代表来华商谈，双方连握手都未成行，中方随即亮出“水产牌”。此举精准打击对方且几无自伤，资本市场立刻发酵。游资追逐之下，普通投资者宜保持警惕。下一步值得想象：中国会否把制裁扩大到日本水果及其他农产品？资本向来喜欢“抢跑”，水果、畜牧、水产等日常消费细分已纳入视野。

三 |                    消费大类本就处于“预热期”：          第一，政策有期待——明年或将出台“居民消费率”量化指标；          第二，节日加持——春节旺季只剩一两个月；          第三，价格信号触底——10月CPI分项回暖，日常服务价格抬头，趴地板已久的消费股财报有望修复。

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