The US is a Superpower, But It Has Been Getting Thinner from Tossing Around These Years
The US is a Superpower, But It Has Been Getting Thinner from Tossing Around These Years The US is a superpower, but it has been getting thinner from tossing around these years Topics: Startup, Management.
Weekly Thoughts
- The editor-in-chief of Global Times is an anomaly, and his views are sometimes sharp. On May 28, when commenting on a series of recent operations by the United States, he said: The United States is a superpower, but it has been getting thinner from tossing around these years. It really hits the nail on the head.
- A person or an organization that shows its edge too much will inevitably attract blows from all directions. Ren Zhengfei and Huawei have been keeping a low profile, learning from American counterparts, and showing weakness to the US government, just to accumulate strength to charge towards the technological highlands and not expose themselves too early. Finally, coming to the 5G pass, the United States has no chance of winning in strangling Huawei.
- There are 600 million people in the country with a monthly income of less than 1,000 yuan, which is more shocking than the fact that 1 billion people in China have never been on a plane and 500 million people have never used a toilet. Deng Xiaoping’s policy of “hide your strength and bide your time” must still be adhered to, and we must concentrate on doing our own things well.
- US oil rebounded by 60% this month, but VAL has not improved. Facing VAL and USO, why did I choose VAL and why did I not choose the leader? Is it related to personality, always wanting to settle for the next best thing, and just being okay is enough?
Weekly Events, Period: 2020525-20200531
- The Two Sessions closed.
- Violence broke out in Minneapolis, USA, due to the killing of a black man by a white police officer. The video on the scene is truly shocking. Is the looting related to the large-scale unemployment in the US? Will it trigger imitation in other places, especially in black states in the south such as Tennessee and Michigan?
- Trump continues his showy operations and withdraws from the World Health Organization.
Weekly Market
Period: 2020518-20200524
Shanghai, Hong Kong, and Shenzhen rose slightly, and the three major US stock indices all rose by more than 3%.
Hot Industry Concepts
From the perspective of Wind Level 4 industries, home furnishings, tourism, and airports led the gains, while oil, communications, and semiconductor indices led the declines. This week, Toutiao, Hainan Free Trade Zone, and yellow rice wine led the gains, while optical fiber, UHV, and network slicing led the declines.
| Market (%) | Index | This Week | 1 Week Ago | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|---|
| Shanghai Composite | 2852.35 | 1.37 | -1.91 | -0.93 | 3.04 |
| Shenzhen Component | 10746.08 | 1.33 | -3.28 | -0.33 | 4.77 |
| ChiNext Index | 2086.67 | 1.96 | -3.66 | -0.04 | 4.65 |
| Hang Seng Index | 22961.47 | 0.14 | -3.64 | -1.79 | -1.68 |
| HSCEI | 924.32 | 1.38 | -2.31 | -2.79 | -2.02 |
| Red Chip Index | 3656.71 | 1.5 | -3.46 | -2.39 | -1.04 |
| Dow Jones | 25383.11 | 3.71 | 3.29 | -2.65 | 2.56 |
| Nasdaq | 9489.87 | 2.21 | 3.44 | -1.17 | 6 |
| S&P 500 | 3044.31 | 3.25 | 3.20 | -2.26 | 3.5 |
Shanghai-Shenzhen-Hong Kong Stock Connect
| Market (CNY, Billions) | This Week | Last Week | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|
| Shanghai Connect | 77.86 | -1.02 | -23.14 | 18.83 |
| Shenzhen Connect | 74.58 | 41.64 | 51.71 | 30.92 |
| Hong Kong Connect | 65.30 | 30.04 | 16.89 | 7.62 |
Portfolio
The market has been a bit chaotic recently. Sub-new stocks have small capitalization, and after a short adjustment, there is a high probability that they will continue to rise. Cleared Goertek, bought sub-new stock Jingbeifang.
| Type | Code | Name | Current Dynamic |
|---|---|---|---|
| Stock | SZ002241 | Goertek | Clear |
| Stock | SZ002987 | Jingbeifang | In |
| Stock | VAL | Valaris | Flat |
| Fund | F210008 | Golden Eagle Strategy Allocation Mixed | Flat |
| Fund | F005311 | Wanjia New Economy Momentum Mixed A | Flat |
| Fund | F000363 | Guotai Juxin Value C | Flat |
| Fund | F005911 | GF Dual Engine Upgrade Mixed | Flat |
| Fund | F161725 | CMSC Baijiu Graded | Flat |
| Fund | F163415 | Xingquan Commercial | Flat |
| Fund | F270022 | GF Domestic Demand Growth Mixed | Flat |
| Fund | F004856 | GF CSI All Share Construction | Flat |
| Fund | F001592 | Tianhong ChiNext ETF | Flat |
