BedRock
Monthly Report -202402
Operation Review: Slightly increased investment in U.S. consumer stocks, maintaining a high position The changes in investment in...
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BedRock
Feb 14 min read
BEDROCK Monthly Report and Happy New Year!!! -202401
Investment Strategy Review: Adjusting AI Investment Structure, Maintaining High Positions In January, we made minor adjustments to our...
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BedRock
Jan 161 min read
BEDROCK Podcast E7 - Talking About AI2
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Jan 151 min read
BEDROCK Podcast E6 - Talking About AI1
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Jan 51 min read
BEDROCK Podcast E5 - Talking About Oneself, Review, and Outlook
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Jan 1, 20246 min read
BEDROCK 2023 Review and 2024 Outlook
I: 2023 Investment Review: Focus on Method Optimization and Expanded Research Coverage In 2023, the most crucial aspect was optimizing...
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BedRock
Dec 31, 20231 min read
BEDROCK Podcast E4 - Let's Chat II
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Dec 30, 20231 min read
BEDROCK Podcast E3 - Let's Chat I
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Dec 29, 20231 min read
BEDROCK Podcast E2 - Let's Talk About Cross-Border E-Commerce
BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments,...
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BedRock
Dec 26, 20238 min read
Population and Investment
The Impact of Population on Investment Population issues are crucial for investment. While short-term macroeconomic and investment trends...
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BedRock
Dec 25, 20231 min read
BEDROCK Podcast E1 - Talking About U.S. Inflation
Hello everyone, We are trying to create some podcasts, and this is the first episode. We will irregularly share BEDROCK's insights and...
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BedRock
Dec 8, 20238 min read
Inflation Aftereffects - Summary of U.S. Research（1）
It's been over two months since the research trip to the United States. Let's summarize and share the findings. First, let's talk about...
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BedRock
Dec 1, 20234 min read
Monthly Report-202311
Market Review: Rapid Decline in U.S. Treasury Yields, Rising Expectations for Interest Rate Cuts Domestically, the overall trend...
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BedRock
Nov 7, 20234 min read
Monthly Report-202310
Market review: Domestic policies ensure the baseline is maintained, while high interest rates in the U.S. increase market volatility....
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BedRock
Oct 9, 20232 min read
Monthly Report-202309
Market Review The domestic economy in China faced various challenges this year, including the drag from the real estate sector, exposure...
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BedRock
Sep 17, 20234 min read
All kinds of AI copilot charging space discussion
Over the past few months, various software companies have either launched or announced their own AI copilot products, such as Microsoft's...
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BedRock
Sep 1, 20233 min read
Monthly Report-202308
Market Review: Positive Impact of Domestic Stabilizing Policies, Higher Likelihood of a U.S. "Soft Landing" Domestic policies aimed at...
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BedRock
Aug 1, 20233 min read
Monthly Report-202307
Market Review: Frequent Domestic Supportive Policies, U.S. 10-Year Treasury Yields Surprisingly Surge to Over 4% Amid Inflation Easing...
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