From a large number of information articles, we choose the best from the best, identify some of the most popular and popular articles, and present you with this week's hot topics and fine analysis.

The prediction of the article may not be accurate, and the views of the article may not be shared by everyone, but its wonderful thinking collision and unique logical layout may be worth stopping for. Rich way selection of the week, every Friday night with you!

1、CICC: us bond interest rates are rising too fast. What might happen next?Research on by Kevin Strategy

Interest rates rose sharply, after breaking through the key barrier, the stock market showed a short-term chain reaction, triggering some positions and derivatives anchored at this point, and even programmed trading orders. However, the market trend in the medium-term dimension still depends on fundamentals, and if the positive trend is still established, then the market may be able to get rid of the disturbance caused by interest rates.

2、How did Warren Buffett, Dario, Soros and other masters deal with the stock market decline?By Sina Finance

Buffett said that when the stock market goes down, keep calm and hold it for a long time; Dario says to keep calm and operate in reverse; Soros believes that to gain wealth is to recognize its illusion, put it into it, and then quit the game before the illusion is known to the public.

3、Tesla, Inc. "want to finish"?By Gronghui

It is undeniable that Tesla, Inc. does have a strong moat, but once Tesla, Inc. 's auto business growth expectations are compressed, can the valuation of its science fiction business allow Tesla, Inc. to continue to thrive?

4、The new debt king became a prophet, and American stocks flashed like they did in 1987? The Fed's expectation of raising interest rates has risen sharply.By Futuo Information

The historical "Black Monday" bears some resemblance to the current market environment, but the forecast of the new creditor is not a hundred hits.

5、The bull queen warns that if interest rates rise "sharply", the US stock market will panic.By Wall Street news

Cathie Wood, the "bull market queen" who embraced technology stocks, expressed similar concerns in an interview with CNBC last week. She warned that if interest rates continue to rise "substantially", the risk of stock market adjustment will become greater and greater, causing panic in the market.

6、Fortune exclusive | "Public offering Legend" Wang Hongyuan: the 12-year bull market in US stocks is over, and Hong Kong stocks will beat US stocks by 10% and 20% this year.By Futuo Information

Hong Kong stocks will have the best growth among the world's major capital markets this year.

7、Full text translation | Munger 2 hours Q & A: we will continue to hold BYD, and the US stock bubble will eventually burst in a tragic way.By Smart Investor

I have witnessed too much market madness in my decades of investment career, and my response is to wait and see-which is exactly what investors should do.

8、Copy homework! In one article, top institutions such as Goldman Sachs Group have adjusted their positions in Q4.By Futuo Information

In Q4 in 2020, Pinduoduo became the "good heart" of the major organizations. What is intriguing is that while institutions are building positions on a large scale, Pinduoduo is also reducing their holdings or even clearing Ali; Hillhouse Capital directly liquidates new car-building forces such as NIO Inc., while Blackrock frantically increases positions in electric automobile stocks.

9、Zhang Yidong: the hype stops, the shock does not change the bull market of Hong Kong stocks, and take advantage of the opportunity to lay out high-quality assets with high performance-to-price ratioBy Zhang Yidong Strategic World

Investment in the Hong Kong stock market, based on fundamentals is the way to win, and short-term capital game behavior is noise no matter whether it rises or falls. The core assets in the growth areas represented by the Internet, consumption and advanced manufacturing industries, this year's opportunities are the result of falling valuations and growing performance.

10、"holding group stocks" suffered a heavy setback? But Bin: don't worry about short-term liquidity, even if it is tightened at home, the world is still releasing water.By Smart Investor

This article is the latest view made by Dan Bin, chairman of Oriental Harbor, in the live broadcast of "Top Private Equity New year Tour" hosted by CITIC Construction Investment on February 20.

11、Why did Buffett Q4 clear Pfizer and significantly increase its holdings of Merck & Co Inc, BMS and Aberdeen?By Pharmaceutical Investment

Buffett also operates on a short-term basis? Buffett showed an unprecedented interest in biopharmaceuticals in the third quarter of 2020, but cleared the stock of Pfizer Inc he had just bought in the fourth quarter.

12、Both HKEx and SGX are doing "surprise" research! Understand what SPAC is in one article.By Futuo Information

At the beginning of the new year, SPAC has raised more than $48 billion, more than half of the whole of last year! The Singapore Exchange held discussions on SPAC at the end of last month, and today the media reported that the HKEx is exploring the feasibility of SPAC.

13、Liu Yuhui's latest speech: new energy is the endogenous demand of economic development, which may be a major trend in the past 50 years.By Piazza Rome

The extreme huddling mood in the market has given many stocks a sufficient margin of safety, and against this background, the first half of the year will be a good layout window.

14、Qiaoshui 2021 Investment Prospect: turbulence creates the biggest Investment opportunity in decadesBy Yuanchuan Investment Review

In January 2021, Bridge Water Fund (Bridgewater), the world's largest hedge fund, released its investment strategy and market outlook for 2021. Generally speaking, the 2020 report Bridge Water is from the perspective of asset allocation, for example, because of more policy space, so "heavy positions in China."

15、ARK is also optimistic that commercial aerospace has entered the second golden development cycle. What is the main logic?The sudden Wealth of koalas in by Stock Market

A picture shows a brief history of the development of the commercial aerospace market. Relevant concept stocks are included, but investors should pay attention to the short-term sensitivity of companies with good long-term growth to interest rates.