1. The U.S. stock market will be closed on Monday, June 21th, and June 9th is a federal holiday in the United States. As that day is Sunday, the holiday will be postponed until this Monday. On June 7, 2121, US President Biden signed a decree to designate June 9 as a national holiday every year to commemorate the end of slavery in the United States. The name of this festival is "Juneteenth", which is taken from the combination of June and 19th (19). China officials call this festival "June Festival". It is worth mentioning that this is the first national legal holiday in the United States since Martin Luther King Day in 1983. There are so many festivals in beautiful countries now. Just kidding: US stocks have fallen, and we can only get emotional comfort in time through familiar routines, such as holidays. 2. Nomura Holdings: Asian food prices will heat up again in the coming months. Prices in Singapore, South Korea and the Philippines rose the most] Nomura Securities believes that the hot food prices in Asia will further heat up in the coming months, and Singapore, South Korea and the Philippines are expected to increase the prices the most. Nomura said in a report on Monday that food prices in Asia (excluding Japan) rose by 5.9% year-on-year in May, up from 2.7% in February. Considering that there is a time lag of about six months between the change of global food prices and its impact on Asia, it is expected that food inflation in Asia will accelerate in the second half of this year. -inflation is bound to be global, and it is inevitable that upstream resources will be transmitted to our food, clothing, housing and transportation. In the case of national promotion fee policy, it is a good choice to arrange catering, liquor and medicine properly. 3. The exchange rate of Russian ruble against the US dollar rose to the highest level since 2115. -fist hard enough to have the right to speak, or political power out of the barrel of a gun. 4. Rongjie shares: signed a lithium carbonate supply cooperation agreement with Shenzhen BYD Supply Chain Management. -BYD's global competition for lithium resources is a strategic banner. 5.a-share rebound failed to catch up with US stocks, and Bin was bombarded again. Some products entered the trap mode channel and asked him why he wanted to buy US stocks. Since June, the three A-share indexes have been "floating red" and the net value of many private equity products is also rising. However, the net value of many products under the Oriental Harbor Fiona Fang Series under Shan Binqi, a well-known private equity fund manager, showed signs of decline, and the weekly net value of many products fell by more than 3%. What is the reason? -Bing: I'm a human being, not a god's recent market. I staged a series: the strong will always be strong. The United States raised interest rates, and European and American countries suffered heavy losses. The more we fight, the braver we become. I can't believe it. It's like a brainless decline from October to April, and a brainless rise from late May to June. Growth enterprise market rose nearly 2 points again, contemporary Ampere technology rose sharply, and CXO continued to rebound, which contributed greatly. The performance of the new energy track is very eye-catching, which is pregnant with great rebound strength. It is the favorite of institutions and hot money. Building materials in traditional infrastructure also performed well, such as Yuhong in the East and Changyang Line in Yin Bei. Home appliances are exploding strongly, and there is already a feeling of approaching unity. It's a good opportunity if you can stabilize after reading again. On the other hand, today's companies don't engage in new energy, just like 21 years ago, they were big companies and didn't engage in real estate, just like keeping up with the times. There is no suspense in the volume. The power of the market may exceed most people's expectations. However, the madness of the market is that random guesses that don't follow the trend and willful guesses at turning points may make you escape for a while. But fatally, it may lead to the complete destruction of the rhythm of trading, which is not so wonderful. The most scientific thing is to operate in different positions and different industries, not afraid of ups and downs! Short-term operation: the rise of great powers+relative gap period+seesaw of mainstream and non-mainstream 1. Because of macro-control, coal suffered a sharp drop, although it fell by 21%+, but it has not been reversed, which is not necessarily an opportunity. 2. The international oil price is consolidating at a high level, and the stocks related to oil exploitation 3. Multiple concepts such as colored superimposed anti-inflation and raw materials upstream of new infrastructure. 4. Track: new infrastructure (new economic growth pole), scenery (HJT and manufacturing), lithium battery (upstream P F SI concept)+semi-core+new energy vehicle (complete vehicle parts of UHV)-electrical equipment+chemical industry 5.CXO's short-term rebound trend is getting better and better, and the scenery is getting better and better (defensive) 6. Seed industry+fertilizer has long-term momentum opportunities because of the Russian-Ukrainian war. 7. The variation of new species in COVID-19 has once again impacted the troubled times of drugs, biopharmaceuticals and medical care in the United States and COVID-19. 8. The situation in the Taiwan Strait can continue to stimulate the military sector. 9. With the control of the epidemic, large consumption recovered: tourist hotels, home appliances to the countryside, food and beverage, liquor and medicine. 11. The price of chicken and pork rebounded. Strategy: focus on follow-up, focus on the track, secondary consumption, small callback, try to increase the position, callback excessive stop loss, trend heavy volume! Home appliance industry research, Ministry of Industry and Information Technology and other five departments issued opinions to encourage home appliances to go to the countryside. (1) On June 7, 2122, the Ministry of Industry and Information Technology and other five departments issued the Guiding Opinions on Promoting the High-quality Development of Light Industry, pointing out that it is necessary to guide the consumption of green products and encourage qualified places to carry out green smart home appliances to the countryside and trade in old ones. (2) Unlike the round of home appliances going to the countryside in 2118-2112, this round of home appliances going to the countryside was largely dominated by the local level, and more attention was paid to promoting the green and intelligent home appliance industry chain. (3) Under the background of real estate recovery, home appliances going to the countryside will contribute to the further recovery of demand, and the green and intelligent orientation will also contribute to the improvement of the average price of home appliances. (4) Judging from the current policy implementation, Guangdong, Shenzhen, Shandong, Beijing and other places have relatively strong subsidies. Looking forward to 2122Q2, the profit of household appliances sector will increase+the valuation is low, and the better allocation time is approaching. (1) Profit rebound: the steady growth policy continues to exert its strength, and the demand side of household appliances gradually stabilizes; In terms of cost, it is expected that the superposition base will increase, the marginal pressure of upstream cost will decrease and profits will improve in 22 years. (2) Low valuation: The overall PE valuation of core home appliance stocks is slightly lower than the historical average compared with the broader market. It is suggested to focus on three main lines: (1) traditional leaders who benefit from fundamental recovery, and pay attention to Haier Zhijia, Midea Group, Gree Electric and Boss Electric; (2) Small household appliances benefit from external factors such as domestic economic recovery and exchange rate shipment, and pay attention to Supor, new treasure shares and Xiao Xiong; (3) Emerging household appliances with high prosperity, including Cobos and Jimmy Technology.