昨天的4000点，是得而复失，盘中来回多次争夺，最终失败。 第三：白酒还有更低位置 今天刚好反过来，一举拿下了4000点！而且是在情绪之王，证券的带领之下反攻的。 今天最新的数据，茅子的拳头产品终于跌破了1700元/瓶，除了电商促销，背后也有消费不足的原因。 总感觉白酒有更低的位置，现在不着急上车，更低一点难道不香吗？ 4000点，可以看重，也不要太看重。不能让他成为指导你投资的标准。真正要看的是企业、行业的走势。 我是李聪，10年读书会主理人，活到老、学到老，关注我，一起向上成长！ 以上仅为个人看法，不作为任何建议！ 4000点既然已经拿下了，那这个位置应该上车了吗？ 不同的人，有不同的看法和做法。你觉得合适，就上车，看不懂就等着。 昨天还有点萎靡的证券，今天再度上攻。这个位置，我没觉得划算，所以不动手。 高位横盘震荡这么久，反而给震出一个放量上攻，大家自己决定。 第二：银行跌幅居前 之前连续护盘的银行，保住了指数的平滑，现在到了压力点，护盘需求也没这么大了。 下降一点，我认为是为了日后更好出力护盘，正常，此刻没必要去玩。之前看懂都没上车，现在更不上车。 我自己看都看不明白，肯定不会做。能力圈之外的事情，本 ...

Core Insights - The forum "Tian Di Wei Yu" 2025 aims to create a platform for deep dialogue and exchange in the global wine industry, focusing on sustainable development [1][2] - The chairman of Moutai Group emphasizes the importance of green development and open sharing as essential trends for the wine industry [1][2] Group 1: Cultural Significance - The chairman describes the Red River as a "cultural river" that embodies the heritage and innovation of wine culture, urging industry peers to uphold quality and cultural roots [1] - Moutai Group adheres to the values of "respecting nature and people" and promotes craftsmanship while developing cultural IPs [1] Group 2: Ecological Commitment - The Red River is recognized as an "ecological river," supporting rare species and being a core area for world-class sauce-flavored liquor [1] - Moutai has invested over 400 million yuan to collaborate with upstream and downstream enterprises to protect the ecosystem, aligning with the "dual carbon" strategy [1] Group 3: Open and Inclusive Development - The Red River is characterized as an "open river," with Moutai products being sold in 64 countries and regions across five continents [2] - The company advocates for open sharing as a trend in the wine industry, aiming to build a new global wine ecosystem through enhanced communication [2] Group 4: Social Responsibility - The Red River is also seen as a "development river," with Moutai committed to social contributions and long-term partnerships with farmers to boost income [2] - The chairman highlights the importance of "gratitude and giving back" as a reflection of corporate responsibility, promoting ESG principles for societal harmony and improved living standards [2]

Group 1 - China has implemented export controls on rare earth materials, citing the importance of these materials in military applications and the need to maintain global peace and regional stability [2][3] - The export controls are not a ban; applications that meet regulations will be approved, and China aims to facilitate compliant trade through various measures [3] - The Chinese government has assessed the potential impact of these measures on supply chains and believes the effects will be limited [2][3] Group 2 - In response to China's export controls, the U.S. announced a 100% tariff on related items and export controls on key software, which China views as a double standard [3][4] - The U.S. has expanded its export control list significantly, with over 3,000 items compared to China's list of just over 900, which China argues disrupts international trade order [3][4] - China has expressed strong opposition to the U.S. actions, emphasizing the need for dialogue and cooperation to resolve trade disputes [4][5] Group 3 - The U.S. plans to impose port fees on Chinese vessels starting October 14, which China claims violates WTO rules and the U.S.-China maritime agreement [4][5] - China's countermeasures against the U.S. port fees are described as necessary defensive actions to protect its industries and ensure fair competition in international shipping [5]