To The Moon

Last week's US PCE inflation index beat unexpectedly, market is afraid of further tightening, with a longer period. We have discussed in Inflation expectation rises, is market donwside trend temporary?Most central banks around the world are keeping raising interest rates, and the market risk-free rates in most economies are keeing up, which is now good news for stock market. On one hand, valuation of stocks would decrease, on the other hand, the required return rate of investors will increase.go up.For stock investors, cash returns are mostly refers to dividend.L

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2023年已經過成個幾月，港股市場經過咗春節前期嘅強勢反彈之後，最近又逐漸出現咗調整嘅走勢。 市場對港股市場下一階段嘅動態觀點各不相同，不過有幾個方面值得重點關注嚇。1、互聯網廣告、營銷行業互聯網營銷同埋廣告係某種程度上，係宏觀經濟復蘇和繁榮嘅先行指標。 實體企業對未來有一定預期緊嘅時候，會有傾向率先進行產業鏈備貨嘅調整，為反彈做好準備。網絡營銷指向嘅係市場推廣和拓進。 特別是對C端嘅。 經過了前期考驗，目前市場對宏觀有較好的預期。 而且營銷和廣告投放有着更好嘅彈性，所以可能將成為反彈力度潛力較大嘅板塊。2、半導體電子產業鏈喺舊時嘅一段時間度，消費電子產業的確受到咗較大程度嘅壓制。 頭部企業帶來的產品更新有限，而VR/AR等設備嘅出貨量同效果低於市場預期都影響咗消費電子產業鏈嘅健康。不過最近兩年，預計蘋果將推出搭載新技術嘅產品，包括可折疊嘅Pad同XR產品。 有望帶動其他廠商跟進。 半導體和消費電子產業鏈公司有望迎來受益。3、智能座艙相關不得不說，智能汽車嘅滲透率到達20%以後，市場都在期望住智能汽車複製智能手機嘅爆發式增長。 實際上，無論係特斯拉等國際廠商，仲係比亞迪等國內廠商，都喺推進汽車座艙嘅智能化。 一塊帶嚟嘅係巨大嘅增量空間。芯片、電控、顯示、激光雷達、自動駕駛軟件等公司都可能受益。暫時咁多其實仲有啲賽道可能會迎來機會，比如被壓抑咗好耐嘅餐飲、消費等等。 目前暫時想到互聯網及相關行業呢幾個機會先。 拋磚引玉。 歡迎探討 $蘋果(AAPL)$

Recently, it's the day of the quarterly 13F filing report release. Let me briefly explain what the 13F report is. According to the regulations of the US Securities and Exchange Commission (SEC), investment institutions with assets under management of over 100 million US dollars are required to report their quarterly stock trades. While investors are focusing on the actions of super investors like Buffett selling TSMC, Dalio, Howard Marks, we specifically noticed the "national-level hedge fund" Swiss National Bank, whose behavior in Q4 2022 was very unusual! The Swiss National Bank's actions are different from other hedge funds, as they almost frantically sold their existing holdings! If you look at their 13F report, you will find that the top 250 companies they hold by market value were al