The US Stock Intelligence Bureau wishes you all a happy New year ~ I wish you all a great fortune and good luck in the year of the Ox!

Review of the market this week

Us stocks hit an all-time high this week to celebrate the Spring Festival.

• The three major indexes of US stocks continue to hit record highs. This week$S & P 500 (.SPX.US) $Up 1.23%$Dow Jones Index (.DJI.US) $Up 1%Dominated by science and technology stocks$Nasdaq Composite Index (.IXIC.US) $上涨1.73%。

The Labor Department announced on Thursday that 793000 people applied for unemployment benefits for the first time in the United States last week, higher than the market expectation of 760000. Market analysis believes that this shows that the US economy continues to recover slowly from the COVID-19 epidemic.

Review of hot spots in the market

1. "God of goods" Musk: bring what, what crazy rise!

Li Jiaqi, Weiya and Musk can not compare with the king of goods, and Buffett can not compare with Musk in terms of influence.

"Use Signal", "Doge", "Gamestonkies!". Just one or two words dominate the capital markets, just like God says "Let there be light"-this is Musk.

There are a lot of people who respond, but Musk is obviously more talented to be aware of his influence and be good at using it.The US stock market and encryption market have been booming in the past few months, fuelled by Musk, whether it's GME, Bitcoin, Dog Coin, or Tesla, who has crushed short sellers over the past year.

2. Hillhouse 2020 Q4 US stock position exposure: clearance Ali, new car-building power, Jiancang Apple

On Feb. 13, Hillhouse announced its position in U. S. stocks at the end of the fourth quarter of 2020 at SEC. (note: this figure as of December 31, 2020 does not include operations in the first quarter of this year)

According to the data, Hillhouse holds shares in 95 companies in the US stock market, with a total market capitalization of $12.5 billion (80.727 billion yuan). During the period, 28 companies entered and increased their positions, 13 companies were liquidated, and 15 companies were reduced.

Among themChina-listed stocks still occupy a strong position, medicine and health care, hard technology, cloud computing, consumption are still key investment industries.It is worth noting that in the fourth quarter of last year, Hillhouse cleared Alibaba, Xiaopeng Automobile, Lulai, and ideal Automobile.

3. Qiaoshui Q4 clearance Tesla! Crazy buying of Wal-Mart, pinduoduo, reducing positions of gold

From the change of position ratio, bridge water Q4The top five bought shares respectively.Yes: Wal-Mart, pinduoduo, Procter & Gamble, Coca-Cola and emerging Market core-ETF-iShares.

Bridge waterTop five selling stocksThey are: gold ETF-SPDR, S & P 500ETF-SPDR, Gold Trust ETF-iShareS, emerging Markets ETF-iShares and NetEase.

It is worth noting that the Bridge Water Fund cleared Tesla in the fourth quarter.

4. The U.S. government asked the federal court to suspend the ban on TikTok.

On the 10th local time, the Biden administration asked the federal court to suspend the ban on Douyin's overseas version of TikTok in order to re-examine the mobile app's threat to US national security, according to CCTV news.

The new administration has begun to review the mobile app and will not demand a ban on the mobile app, as the Trump administration did, according to a document submitted by the Justice Department to federal court.

5. JPMorgan Chase: the new commodities supercycle has just begun

With agricultural prices soaring, metal prices hitting multi-year highs and oil prices well over $50JPMorgan believes commodities have entered a new supercycle that will last for years.

Quantitative analysts at JPMorgan, led by Marko Kolanovic, said in a report released on Wednesday.With Wall Street betting that the economy will recover strongly from the outbreak and hedge against the risk of inflation, commodities are likely to see a long-term boom.

JPMorgan is bullish on energy and metals. The bank believes that oil prices could soar as an "unexpected result" of tackling climate change, as measures to deal with climate change could threaten oil supplies, leading to the unintended consequence of higher oil prices.

Review of company hotspots

1. Tencent's market capitalization is approaching the trillion-dollar mark, and Nvidia leads the semiconductor market.

Of the core assets this week$Tencent (00700.HK) $It is up 3.3%, and the market capitalization is close to the $1 trillion mark.$TSMC (TSM.US) $、$Nvidia (NVDA.US) $And other semiconductor giants perform well.

2. 1.5 billion Buy Bitcoin! Analyst: Tesla may open a new Bitcoin bull market

The documents submitted by Tesla to the SEC of the United States on Monday show thatThe company has bought $1.5 billion worth of bitcoin and will now accept bitcoin as a form of payment for cars.

As soon as the news came out, Bitcoin skyrocketed, breaking through the new high of $44000, and then breaking through the $45000, $4.60 and $47000 mark one after another.

Many analysts expect that Tesla's massive purchases of Bitcoin could lead a wave of investment from the corporate sector and start a new rise in Bitcoin, and Apple could be the next giant to buy Bitcoin.Bulls believe that Bitcoin will hit $50, 000 this weekend.

3. Baidu is raising money for the establishment of a chip company.

According to CNBC,Baidu is negotiating to set up an independent AI chip company to raise money, and GGV Capital and IDG Capital have already participated in the negotiations.Baidu declined to comment on the report.

At present, Baidu has an internal chip department.The Kunlun chip, which is designed to process large amounts of data for artificial intelligence APP, has been developed.But an independent chip company may be able to help Baidu better commercialize chip technology and integrate other Baidu businesses, such as driverless car software.

At present, advertising is the main source of Baidu's revenue, but other businesses also account for a rising proportion of Baidu's revenue. In 2018, the company's advertising-related revenue accounted for about 80% of total revenue. According to the latest financial reportThe proportion of advertising revenue fell to 71% in the third quarter of 2020.

4. Are the tech giants in a hurry? Google, Microsoft and Qualcomm object to Nvidia's acquisition of Arm

According to CNBC,Us chipmaker Qualcomm has made it clear to the Federal Trade Commission, the European Commission and similar global regulators such as the UK and China that Nvidia is opposed to Nvidia's $40 billion acquisition of chip designer Arm.

It is worth mentioning that Bloomberg has previously said that many technology companies have made opposition requests to regulators.Including Google, Microsoft and so on.

Qualcomm has been opposed to the Nvidia Arm acquisition because it believes that when Nvidia becomes the gatekeeper of Arm technology, Qualcomm will prevent other chipmakers from using Arm's intellectual property, according to sources. Qualcomm does not think Nvidia can take full advantage of the acquisition without crossing some of the boundaries of concern.

5. Semiconductor got off to a perfect start in 2021. Both TSMC and UMC achieved record revenue in January.

TSMC recently released revenue figures for January.Revenue in January was NT $126.7 billion, an increase of 22% over the same period last year and 8% month-on-month, the best month in history!

Another wafer foundry giant UMC also released the latest monthly data.Revenue in January was NT $15.53 billion, an increase of 10.2% over the same period last year and 1.6% month-on-month, a record high!

Semiconductor wafer factories got off to a good start in 2021.

The prospect of hot spots next week

The following are the US stock companies and key IPO that will release their results next week (February 15-February 19):

• Next week$Palantir Technologies (PLTR.US) $、$Ledith Semiconductor (LSCC.US) $、$Baidu (BIDU.US) $、$Twilio Inc. (TWLO.US) $、$Shopify (SHOP.US) $、$Yadno (ADI.US) $、$Roku (ROKU.US) $、$Wal-Mart (WMT.US) $And other companies will release financial reports one after another.

The following is the trading day of next week(15 February-19 February) important data and events:

• Us stocks will be closed next Monday because of the president's day.Minutes of the Fed's January monetary policy meeting released.

These are all the contents of this issue of US Stock Weekly. Thank you for reading and sharing. Happy New year!