August 2022

Last week, Cai Songsong’s $Nuoan Growth Mix (F320007)$ rose by 13% , and Zheng Weishan’s $Galaxy Innovation Mix (F519674)$ rose by 15% ! Semiconductor rising logic This rise in semiconductors is mainly due to the influence of geopolitical events, and the core growth logic is domestic substitution . In fact, over the past few years,

Beliefs about penguins are collapsing. For more than a year, the stock price has plummeted, without resistance, from a height of 747 to a new low of 288. Go back to the place where “King & Glory” started five years ago . Some retail investors lost 50% of their blood and left the market with

From August 1st to 12:00 on the 6th, Hainan reported a total of 646 local infections. Sanya City has implemented temporary static management since 6:00 on the 6th. Affected by this, China’s CDFG has fallen continuously in recent days, from 225 yuan to 195 yuan. However, the epidemic will always pass. As the rigid consumption

This table is compiled based on data released by the National Bureau of Statistics, in which domestic consumption is obtained by adding imports plus production minus exports. It can be seen from the table that the average growth rate of China’s chip demand in the past three years is 22.7%, and the average growth rate

[Famous wine and famous medicine and consumption monopoly] In China, famous wine and famous medicine are excellent long-term investment varieties. Buffett takes Coca-Cola as not-for-sale, he knows what a great company is, and he is American; we take Moutai and Yunnan Baiyao as not-for-sale, because we also know what a great company is, and we

In addition to the buzz of chips over the weekend, there was a black swan event in Haitian Flavor Industry and China CDFG today. Let’s sort out the risks and opportunities today. Before we start, let me explain that the content of recent articles seems to be quite messy, covering consumption, medical care, new energy,

From the last book, semiconductors and chips detonated the market on Friday, leading the Kechuang 50 to rise by more than 4%, leading the broad-based index to rise. The discussion of semiconductor chips is getting hotter. Some people believe that semiconductors will replace new energy and become the next main line of the market through

The global food price index fell to its lowest level since January. WTI crude is down nearly 27% since its June high. July 1: SHIBOR traded at 1.4410% overnight, down 46.00 basis points. The 7-day SHIBOR was at 1.7980%, down 40.20 basis points. The 3-month SHIBOR was at 2.0000%, up 0.00 basis points. SHIBOR reported