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创业板指半日跌超1% 零售板块逆市领涨_标的_结构_我的网站
一 | LOS ANGELES -- A U.S. Navy sailor charged with providing sensitive military information to China pleaded guilty in Los Angeles on Tuesday to conspiring with a foreign intelligence officer and receiving a bribe, federal prosecutors said. Petty Officer Wenheng Zhao, 26, originally pleaded not guilty when he was charged Aug. 4. The Justice Department alleges that Zhao, based at Naval Base Ventura County, north of Los Angeles, conspired to collect nearly $15,000 in bribes from a Chinese intelligence officer in exchange for information, photos and videos of involving Navy exercises, operations and facilities.The information included plans for a large-scale U.S. military exercise in the Indo-Pacific region, which detailed the location and timing of naval force movements, prosecutors said. The Chinese officer told Zhao the information was needed for maritime economic research to inform investment decisions, according to the indictment.Zhao, who also went by the name Thomas Zhao and held a U.S. security clearance, “admitted he engaged in a corrupt scheme to collect and transmit sensitive U.S. military information to the intelligence officer in violation of his official duties,” the U.S. Attorney's Office said in a news release Tuesday. Zhao, of Monterey Park, California, faces a statutory maximum penalty of 20 years in federal prison. He has been in custody since his arrest on Aug. 3.Zhao was charged on the same day as another California-based Navy sailor who is accused of similar crimes. But they are separate cases, and federal officials haven't said if the two were courted or paid by the same Chinese intelligence officer as part of a larger scheme. Jinchao Wei, a 22-year-old assigned to the San Diego-based USS Essex, is charged with providing detailed information on the weapons systems and aircraft aboard the Essex and other amphibious assault ships that act as small aircraft carriers. He pleaded not guilty in federal court in San Diego. Last week, a former U.S. Army intelligence officer was charged in Seattle with attempting to provide classified defense information to the Chinese security services during the outbreak of the COVID-19 pandemic. Sgt. Joseph Daniel Schmidt, 29, was arrested Oct. 6 at San Francisco International Airport as he arrived from Hong Kong, where he had been living since March 2020, the Justice Department said. A federal grand jury returned an indictment charging him with retention and attempted delivery of national defense information. U.S. District Court records in Seattle did not yet list an attorney representing Schmidt on the charges, and neither the U.S. attorney’s office nor the federal public defender’s office had information about whether he had a lawyer.An FBI declaration filed in the case quoted Schmidt as telling his sister in an email that he left the U.S. because he disagreed with unspecified aspects of American policy.。
二 | 从盘面上看，行业板块大部分下跌。零售、燃气、港口航运板块领涨，化学原料、电力、汽车服务等领跌。燃气方面，24种产品价格上涨，26种下降。其中，液化石油气（LPG）比上期上涨3%。美国通胀及利率对A股是次要矛盾，A股市场自7月以来的结构市回摆，震荡下行，仍在继续。交易结构失衡得到修正后的短期企稳属于反弹性质，市场结构偏向均衡，但主线不清晰。结构市的回摆期，至少回吐50%的涨幅，挑选个股盈利的概率不超过20%。本轮周期，中国与美国经济与市场完全不同步，A股的核心矛盾不是担心估值下杀，而是景气稀缺。海外衰退预期上升对出口依赖型公司的盈利预测带来影响，而其它景气维持类资产在国内乃至全球资产中的稀缺性将进一步上升。在投资策略上，首选“高景气赛道、军品占比高、业绩增速快”的标的，次选“估值低分位，边际变化大”的标的，同时重点关注国改受益标的。欢迎大家在评论区补充留言。返回搜狐，查看更多责任编辑：
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