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日本事件引发水产板块行情，可持续吗？_我的网站

A |     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。    Melbourne (Australia), Oct 20 (UNI) Australia says it will continue to provide military training, conduct joint exercises and export weapons to Indonesia despite increased violence and allegations of human rights abuses in West Papua, where conflict has been rumbling for decades.
The Australian Department of Defence confirmed in a statement to Al Jazeera that Anthony Albanese’s government, which was elected in May, would continue to supply arms to Indonesian forces and provide them with military training.
“Indonesia is one of Australia’s most important partners. Australia will continue to conduct joint exercises, provide military and policy training, and – consistent with appropriate legislation – export military equipment to Indonesia,” the statement said.
Despite some rocky patches, Australia has had a longstanding military relationship with Indonesia, including joint training and weapons supply, with Thales Australia selling three Bushmaster troop carriers to Kopassus, Indonesia’s elite forces, in 2014, Al Jazeera reported.
Military units, such as Kopassus, conduct joint training exercises with the Australian SAS, the country’s special forces, while Detachment 88 — also known as Densus 88, a counterterrorism force set up in the wake of the 2002 Bali Bombings — gets funding and training from both Australia and the United States.
Such initiatives have been credited with reducing the threat from hardline groups, but Indonesian forces remain under scrutiny over allegations of serious human rights abuses in West Papua, where Indigenous people have been fighting for independence for 50 years.
Indonesia moved into the resource-rich region in the early 1960s, formalising its control through a controversial, UN-approved referendum in 1969.
Amid armed resistance from West Papuan independence fighters such as the Free Papua Movement, or Organisasi Papua Merdeka (OPM), which reportedly targeted Indonesian civilians, more military and special forces units were sent to the area, the report said.
UNI MR。                   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。

B | 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。

C | 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。                   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。

D | 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。

E |                    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。                   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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