Learn from Israelis, Do Global Business
Learn from Israelis, Do Global Business Chinese enterprises should work hard. When we complain about difficult business every day, Israelis, with almost zero domestic market, still rely on innovation and strive to do global business. A small company of a dozen people can sell products to dozens of countries, which is impressive. Topics: Startup, Management.
Weekly Thoughts
The A-share market is undergoing a period of oscillation and consolidation. High-flying tech stocks have corrected significantly due to the supply cutoff to Huawei, while the military industry has hit new highs due to external instability factors, internal refitting, and stable performance. This is the consequence of first-level thinking by the masses. Once the momentum is formed, no person or event can stop the general trend of a country’s development. Therefore, for long-term investors, going long on China is the only correct choice. And going long on China means going long on the new forces representing China’s future. The seven major new infrastructures: 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial internet are the top priorities, and semiconductors behind the new infrastructure are the top priority of the top priorities. For semiconductor industry research, you can refer to the Panoramic Analysis of the Semiconductor Industry Chain produced by Market Value Wind.
Weekly Events
Following Huawei, TikTok has been sanctioned, and there is WeChat behind it. Who will be after WeChat is unknown. Every entrepreneur should seriously consider what Huawei’s Yu Chengdong said: most Chinese internet companies are lying in the comfort zone of the big Chinese market and should go to earn money globally. Coincidentally, the Israeli Embassy in China held a China-Israel agricultural technology enterprise matchmaking meeting this week. Israeli entrepreneurs were promoting their products to Chinese customers in fluent English. At that time, I thought that our Chinese enterprises should work hard. When we complain about difficult business every day, Israelis, with almost zero domestic market, still rely on innovation and strive to do global business. A small company of a dozen people can sell products to dozens of countries, which is impressive.
Weekly Market
Period: 2020803-20200809
Shanghai Stock Connect had a net outflow for four consecutive weeks, and Shenzhen Stock Connect had a net inflow for two consecutive weeks.
Hot Industry Concepts
From the perspective of Wind Level 4 industries, real estate, national defense and military industry, system software, precious metals and ores led the gains, while beer, hotels and resorts, and healthcare led the declines. This week, the continuous board index, aero engines, satellite internet, and large aircraft led the gains, while aquatic products, animal vaccines, high-priced stocks, and Micro LED led the declines.
| Market (%) | Index | This Week | 1 Week Ago | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|---|
| SSE Composite Index | 3354.04 | 1.33 | 3.54 | -0.54 | -5 |
| SZSE Component Index | 13648.5 | 0.08 | 5.43 | -1.37 | -4.07 |
| ChiNext Index | 2749.95 | -1.63 | 6.38 | -1.3 | -4.18 |
| Hang Seng Index | 24531.62 | -0.26 | -0.45 | -1.53 | -2.48 |
| HSCEI | 993.76 | 1.11 | 0.06 | -1.59 | 2.82 |
| Red Chip Index | 4013.77 | 0.05 | 1.38 | -2.07 | -4.76 |
| Dow Jones | 27433.48 | 3.8 | -0.16 | -0.76 | 2.29 |
| Nasdaq | 11010.98 | 2.47 | 3.69 | -1.33 | -1.08 |
| S&P 500 | 3351.28 | 2.45 | 1.73 | -0.28 | 1.25 |
Shanghai-Shenzhen-Hong Kong Stock Connect
| Market (CNY, Billion) | This Week | Previous Week | 2 Weeks Ago | 3 Weeks Ago |
|---|---|---|---|---|
| Shanghai Stock Connect | -44.76 | -115.24 | -156.05 | -51.01 |
| Shenzhen Stock Connect | 0.26 | 72.67 | -91.43 | -140.15 |
| Hong Kong Stock Connect | 74.24 | 25.23 | 139.13 | 154.41 |
Positions
| Type | Code | Name | Movement |
|---|---|---|---|
| Stock | SZ000880 | Weichai Heavy Machinery | Hold |
| Stock | SNSS | SNSS | Buy |
| Fund | F210008 | Golden Eagle Strategy Allocation Mixed | Hold |
| Fund | F163115 | Shenwan Lingxin CSI Military Industry Index | Hold |
| Fund | F260104 | Invesco Great Wall Domestic Demand Growth Mixed | Hold |
| Fund | F000566 | Huatai-PineBridge Innovation Upgrade | Hold |
| Fund | F320022 | Lion Fund Research Selected Stock | Hold |
| Fund | F001692 | Southern National Policy Power Stock | Hold |
| Fund | F163415 | Xingquan Commercial Front-end Fee | Hold |
| Fund | F519674 | Galaxy Innovation Growth Mixed | Hold |
| Infrastructure | F002446 | GF Lixin Flexible Allocation Mixed | Buy |
