BedRock
Monthly Investment Report -202302
Market Review: Domestic recovery is weaker than expected, overseas tightening likely coming to an end, and AI is the biggest structural...
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BedRock
Jan 31, 20234 min read
Monthly Investment Report -202301
Market review: Overseas inflation fell as expected, the Federal Reserve’s interest rate hike slowed down as expected, and domestic...
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BedRock
Dec 31, 20227 min read
Monthly Investment Report -202212
Market review In the domestic market, it was previously mentioned that only the policies in macro leverage and adjustments in epidemic...
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BedRock
Nov 30, 20226 min read
Monthly Investment Report -202211
Market review In the domestic market, the epidemic occurred frequently in various places in October, which continued to cause some...
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BedRock
Oct 31, 20226 min read
Monthly Investment Report -202210
Market review The performance of the domestic market is generally in line with expectations. Under the guideline of ‘anti-epidemic first...
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BedRock
Sep 30, 20225 min read
Monthly Investment Report -202209
Market review Overseas: Fundamentals are the core driver of future stock prices: the Fed continues to tighten and consolidate the...
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BedRock
Aug 31, 20226 min read
Monthly Investment Report -202208
Market review The performance of the domestic market is generally in line with expectations. Under the guideline of ‘anti-epidemic first...
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BedRock
Jul 31, 20225 min read
Monthly Investment Report -202206
Market Review Domestic The nationwide spread of the epidemic since July and the turmoil of property loan suspension interrupted the...
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BedRock
Jun 30, 20223 min read
Monthly Investment Report -202205
Outlook Domestic: Epidemic prevention enters the normalization stage, the focus of the government is expected to tilt from "zero COIVD"...
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BedRock
May 31, 20224 min read
Monthly Investment Report -202204
Market view: the market is overall gloomy in April, but it is normal that the bad news is the majority in the bottom area until the...
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BedRock
Apr 24, 202218 min read
2022Q2 Investment Thought Sharing-Q&A
We did some Q&A after our Q2 investor sharing, as follows. It is for reference only and not intended as investment advice. Q: How do you...
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BedRock
Feb 28, 20223 min read
Monthly Investment Report -202201
Market & Operation Review The sudden Russian-Ukrainian war in February and the subsequent sanctions imposed on Russia by various...
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BedRock
Feb 22, 202219 min read
2022 Investment Thoughts and Essays
Risk Control, Challenges and Corrections 2021 can be said to be the most challenging year for my investment career. It's not because of...
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BedRock
Jan 31, 20223 min read
Monthly Investment Report -202112
Investment Ideas & Market Outlook Domestic macro: the main conflict is steady growth. Steady growth is the core of the central economic...
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BedRock
Dec 31, 20212 min read
Monthly Investment Report -202111
Core Value： Value investing in the best growth opportunities and share with our investors on the way. What we are looking for: 1, Those...
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