When the Rabbit Starts Biting

Weekly Reflections

After a new round of verbal abuse, the Rabbit immediately contacted the Big Bear and the Camel, swearing an ironclad alliance relationship. The North Stick also test-fired two intercontinental missiles to show support. At the same time, the Rabbit also imposed sanctions on individual representatives of the Bald Eagle’s allies, such as the Bull, the Tiger, and the Beaver. The Rabbit Country’s Wolf Warrior troops and netizens also launched a counterattack against a statement issued by the Bald Eagle Alliance in September last year boycotting cotton from the Lamb Skewer region.

When the rabbit starts biting, the Bald Eagle and its allies, who have dominated the jungle for many years, will inevitably not let it go. The rabbit must be prepared for evolution or even species mutation, developing into a more combat-capable species to engage in a more brutal struggle.

This is inevitably a life-and-death struggle. Either the East Wind prevails over the West Wind, or the West Wind prevails over the East Wind. Only by achieving an overwhelming victory in the great changes unseen in a century can the foundation be laid for the next centenary goal.

Weekly Events

The whole network entered the “talking about cotton” time.

Weekly Market

Period: 2021-03-22 ——— 2021-03-28

4-week review: This week, major global indices generally fell, the huddling disintegrated, and the main forces fought on their own. The top three Wind industry sectors in terms of gains were environmental protection, real estate, and motorcycles; the top three decliners were alcohol, automobiles, and catering. The top three Wind concept sectors in terms of gains were backdoor listing, limit-up board, and low-priced stocks, and the top three decliners were high-priced stocks, beverage manufacturing, and medical care.

3-week review: The decline this week tended to stabilize. The top three Wind industries in terms of gains were forestry, steel, and energy equipment; the top three decliners were precious metals, agriculture, and shipping. The top three Wind concepts in terms of gains were rare earth, copper clad laminate, and carbon grayity; the top three decliners were rare metals, Stock Connect, and photovoltaic roofs.

2-week review: The decline expanded this week, and A-shares fell for three consecutive weeks. The top three Wind industries in terms of gains were electric power, steel, and coal; the top three decliners were aerospace, semiconductors, and agriculture. The top three Wind concepts in terms of gains were thermal power, electric power, and coal-fired power restructuring; the top three decliners were aviation, planting, and marketing communication.

1-week review: The decline expanded this week, and A-shares fell for four consecutive weeks. The top three Wind industries in terms of gains were home furnishing, shipping, and retail; the top three decliners were insurance, semiconductors, and energy equipment. The top three Wind concepts in terms of gains were digital currency, liquor, and mobile payment; the top three decliners were rare earth, tungsten ore, and ultra-wideband technology.

This week’s review: On the last trading day of this week, the three major indices rose together. Whether this is a periodic low or a rebound remains to be verified next week. The top three Wind industries in terms of gains were daily chemicals, gas, and office supplies; the top three decliners were oil, chemical fiber, and motorcycles. The top three Wind concepts in terms of gains were removing caps, UHV, and air transport; the top three decliners were rare earth, carbon black, and propylene.

Market (%)	Index	This Week	1 Week Ago	2 Weeks Ago	3 Weeks Ago
Shanghai Composite Index	3418.33	0.4	-1.4	-1.4	-0.2
Shenzhen Component Index	13769.68	1.2	-2.09	-3.58	-0.66
ChiNext Index	2745.4	2.77	-3.09	-4.01	-1.45
Hang Seng Index	28336.43	-2.26	0.87	-1.23	0.41
HSCEI	1090.77	-1.04	0.76	-0.81	1.68
Hang Seng China-Affiliated Corps	4127	-0.68	1.99	-0.84	0.84
Dow Jones Index	33072.88	1.36	-0.46	4.07	1.82
Nasdaq	13138.73	-0.58	-0.79	3.09	-2.06
S&P 500 Index	3974.54	1.57	-0.77	2.64	0.81

Market (CNY, Billion)	This Week	Previous Week	2 Weeks Ago	3 Weeks Ago
Shanghai Stock Connect	84.60	6.76	61.74	31.28
Shenzhen Stock Connect	57.04	80.32	4.4	-39.65
Hong Kong Stock Connect	-64.38	40.59	32.05	17.04

Positions

Code	Name	Current Period Dynamic
SH600526	Feida Environmental Protection	Increase
LKCO	Luokung Technology	New
F260104	Invesco Great Wall Domestic Demand Growth	Hold
F002083	Xinhua Xin Dongli Flexible Allocation A	Hold
F166301	Huashang New Trend Flexible Allocation A	Hold
F163406	Xingquan Herun Hybrid	Hold
F005534	Huaxia New Era Hybrid	Hold