1. U.S. stocks will be closed on Monday, June 20, June 19, which is a federal holiday in the United States. Since that day is a Sunday, the holiday will be postponed to this Monday.On June 17, 2021, U.S. President Joe Biden signed a decree designating June 19 as a national holiday to commemorate the end of slavery in the United States. The name of the holiday is "Juneteenth", which is a combination of June and the nineteenth (19th) of June. Chinese officials refer to the holiday as "Juneteenth". It is worth noting that this is the first national holiday in the United States since Martin Luther King Day in 1983. --So many holidays in this beautiful country now. Just kidding:U.S. stocks fell, 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. Singapore, South Korea and the Philippines, the largest price increase] Nomura Securities believes that Asia's hot food prices will heat up further in the next few months, Singapore, South Korea and the Philippines is expected to have the largest price increase. Nomura Securities (Nomura) said in a report on Monday that food prices in Asia (excluding Japan) rose 5.9% year-on-year in May, up from 2.7% in December. Taking into account the changes in global food prices and its impact on Asia between the time lag of about six months, food inflation in Asia is expected to accelerate in the second half of this year. -Inflation is inevitably global, and it is inevitable that upstream resources are transmitted to our food, clothing and shelter. In the case of national promotion fee policy, appropriate arrangements for food and beverage, liquor, medicine is a good choice. 3. The Russian ruble against the dollar rose to the highest level since 2015. -Fist hard enough to have the right to speak, or the barrel of a gun. 4.Rongjie shares:Signed lithium carbonate supply cooperation agreement with Shenzhen BYD supply chain management. -- BYD global competition for lithium resources is a strategic banner. 5.a stock rebound did not catch up with the U.S. stocks, Bin and was "bombarded", some products into the trap mode channel asked why he wanted to buy U.S. stocks Since June, the three major a-share index "red", many private equity products, the net value of the net value is also rising. However, the well-known private equity fund manager single Bin's Oriental Harbor Fangyuan series of its net value of a number of products showed signs of decline, a number of products in a single week, the net value fell more than 3%. What is the reason for this? -Bin:I am a human being, not God The recent market, staged a series of:Stronger is stronger. The United States raised interest rates, and Europe and the United States lost a lot of money. The more we fight, the braver we get. I can't believe it. It's like a brainless decline from January to April, and a basically brainless rise from late May to June. The GEM is up again by nearly 2 points, with Contemporary Amperex Technology soaring and CXO continuing to rally to its credit. New energy track performance is very bright, breeding a huge rebound force. It is worthy of being the favorite of institutions and lobbyists. Building materials in traditional infrastructure also performed well, such as Oriental Rainbow, Yin Bei building materials long yang line. Home appliances are exploding strongly, and there has been a sentiment of close to one. If it can be stabilized after the repeat is a good opportunity. On the other hand, now the company does not engage in new energy, just like 20 years ago, they are big companies, not real estate, just like keeping up with the times. Volume is not in doubt. Market forces may exceed most people's expectations. But the crazy thing about markets is that random guesses and capricious speculation about turning points without following the trend may escape you for a while. But fatally, it may lead to a complete disruption of the rhythm of trading, and that's the not-so-fabulous part. The most scientific is to operate in different positions, different trades, without fear of ups and downs! Short-term operation:The rise of the great powers + relative gap period + seesaw between mainstream and non-mainstream. 1. Because of macro-control, coal suffered a plunge, although down 20% +, but not yet reversed, not necessarily an opportunity. 2. International oil prices are high and consolidating, and stocks related to oil extraction 3. Colored superimposed anti-inflation, new infrastructure upstream raw materials and other multiple concepts. 4. track: new infrastructure (new economic growth poles), scenery (HJT and manufacturing), lithium (upstream P F SI concept) + half-core + new energy vehicles (UHV vehicle parts) - electrical equipment + chemical 5. CXO short-term rebound trend gradually to the good, scenery is getting better and better (defensive) 6. seed + fertilizers because of the Russia-Ukraine war, there is a long-term impulse opportunity, the P concept of the pullback is a good opportunity. 7. new crown pneumonia new species of mutations again hit the United States and the new crown pneumonia drugs, biopharmaceuticals and health care in an eventful year. 8. The Taiwan Strait situation on the military sector can continue to follow the stimulus. 9. With the control of the epidemic, large consumer recovery: tourism and hotels, home appliances to the countryside, food and beverages, liquor, medicine. 10. Chicken and pork prices rebound. Strategy:Focus on follow-up, track on the main attack, the second consumption, a small pullback, try to add positions, pullback excessive stop loss, trend release! Home appliance industry research The Ministry of Industry and Information Technology and other five departments issued comments to encourage home appliances to the countryside. (1) June 17, 2022, the Ministry of Industry and Information Technology and other five departments issued "on the promotion of high-quality development of light industry's guiding opinions", pointing out that we should guide the consumption of green products, and encourage the conditional places to carry out the green and intelligent home appliances to the countryside and trade-in action. (2) Unlike the round of home appliances going to the countryside in 2008-2012, this round of home appliances going to the countryside is largely led by the local level, and pays more attention to the promotion of green and intelligent home appliance industry chain. (3) In the context of real estate rebound, home appliances to the countryside to help further rebound in demand, green, intelligent orientation also helps the average price of home appliances. (4) From the current policy implementation, Guangdong, Shenzhen, Shandong, Beijing and other places with greater subsidies. Looking forward to 2022Q2, home appliance plate profit rise + valuation is low, better configuration time is approaching. (1) profit rebound: stable growth policy continues to force, home appliances demand side gradually stabilized; cost, is expected to be superimposed on the base rise, 22 years of marginal pressure on upstream costs to reduce, profit improvement. (2) low valuation: core home appliance stocks overall PE valuation compared with the broader market is slightly lower than the historical average. It is recommended to focus on three main lines: (1) benefit from the recovery of the fundamentals of the traditional leaders, pay attention to Haier Zhijia, the United States Group, Gree Electric Appliances, boss appliances; (2) small appliances benefited from the recovery of the domestic economy and the exchange rate of shipments and other external factors, pay attention to Nepal, new treasure shares, small male appliances; (3) high degree of prosperity of the emerging home appliances, including Corvette, Jimmy Science and Technology.