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A | LONDON -- Britain's main opposition Labour Party has decisively won two special elections, snatching seats in Parliament that were long rock-solid bastions of the governing Conservatives.Results early Friday showed that voters in Tamworth, central England, and Mid-Bedfordshire, north of London, switched from Conservatives to Labour in almost unprecedented numbers, solidifying Labour's status as front-runner ahead of a national election next year.Labour leader Keir Starmer claimed his party was “redrawing the political map.” Labour candidate Sarah Edwards took Tamworth, where the Conservatives won by almost 20,000 votes in 2019, and Labour's Alistair Strathern took Mid-Bedfordshire by overturning a 25,000-vote Tory margin.John Curtice, a polling expert at the University of Strathclyde, said the “exceptional swings” to Labour could be compared to the collapse in Conservative support under Prime Minister John Major in the 1990s.“And we all know how that ended," he said — in a landslide 1997 election victory for Labour under Tony Blair.Others cautioned that turnout in Thursday's voting was low, and the elections were unusual because they replaced lawmakers who both resigned under a cloud.Tamworth legislator Chris Pincher quit after Parliament’s standards watchdog recommended he be suspended for “completely inappropriate” behavior after groping two men at a London private members’ club. Then-Prime Minister Boris Johnson’ s reluctance to sanction Pincher when the allegations emerged helped trigger Johnson’s ouster at the hands of his own party last year.Mid-Bedfordshire member of Parliament Nadine Dorries resigned over the treatment of Johnson and her own failure to be appointed to Parliament’s upper chamber, the House of Lords. Dorries is a strong ally of Johnson who has blamed Prime Minister Rishi Sunak for helping to topple the former leader.Conservative Party chairman Greg Hands blamed the losses on “legacy issues” and said people were “happy with the job Rishi Sunak is doing as prime minister.” The results add to pressure on the governing party, which has lost several byelections since Sunak took office just under a year ago. He replaced Liz Truss, who announced her resignation a year ago Friday after her plan for unfunded tax cuts sent financial markets into turmoil and rocked the economy.Truss spent just seven weeks in office after winning a party leadership contest to replace Boris Johnson, who quit after three years in office when scandals over money and ethics turned party lawmakers against him.Sunak steadied the economy but has not managed to boost the party’s rating in opinion polls, where it consistently lags between 10 and 20 points behind Labour. A national election must be called by the end of 2024.Friday's results confirm polls showing the Conservatives are losing support across the country, from affluent southern voters turned off by Brexit to working-class northern voters who switched from Labour in 2019 after Johnson promised to spread prosperity to long-neglected areas.。 本篇评级为★★★，主要围绕以下内容展开： 1、光模块杀跌，哪些赛道有"接力棒"潜力？ 2、伊朗扰动彻底失效，新扰动等下半年 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、光模块杀跌，哪些赛道有"接力棒"潜力？ 最近市场主导因素已变成“业绩”。
B | 上周我们看到有些赛道因业绩太差，跌得稀里哗啦。最典型的是给数据中心提供液冷服务的龙头公司，财报爆雷后率先倒下。紧接着，市场上“最靓的仔”——光模块领域，有些龙头公司业绩环比下降，当天跌幅超10%。这事非常诡异：三天前很多分析师还一致喊话“要想投资好，不能光站着，要站在光里”，集体看多光模块；三天后业绩一出，又变成段子所说的“六大门派围攻光明顶”，进去立马有10%以上浮亏。 一周前我们就聊过，短期快速拉升的板块往往由情绪或投机资金驱动，与基本面关系不大。此时若出现瑕疵，很容易引发连环踩踏，光模块就是这种状况。
C | 至今我们仍认为其短期回调未结束，因业绩只是变脸的触发因素，紧接着更多资金会怀疑其他方面出问题，比如上游原材料供给甚至涨价对利润的压缩，下游科技巨头溢价能力体现进一步压缩利润空间。接二连三的怀疑可能使其短期无法喘息，这需要时间消化，不建议短期重返火场。 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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