Good afternoon, brothers and sisters! Today is Sunday, and the temperature in Chongqing has risen again. Xiao Gao is now really feeling the arrival of the scorching heat. Xiao Gao hopes that the A-share market in June will be as hot as this weather, and sincerely wishes all the students who have the college entrance examination in the past two days to be the winner! Without further ado, let’s go directly to today’s weekly review!

1. New news came out of Sino-US negotiations!

At the invitation of the British government, He Lifeng will visit the UK from June 8 to 13. During this period, the first meeting of the China-US economic and trade consultation mechanism will be held with the United States. The U.S. Conference representatives are the U.S. Treasury Secretary, Commerce Secretary and Trade Representative, and the overall specifications are very high! We are just starting to relax the control of rare earth exports, sending a signal of goodwill. This meeting is likely to be able to reach some positive results.

This is also a major news that will affect the trend of A-shares. Only this news can influence the A-shares throughout the weekend. The non-farm data in the United States exceeded expectations, indicating that the US economy is in good condition, which stimulated the three major U.S. stock indexes to close collectively on Friday night. But Xiao Gao looked at it and found that the overall performance of Chinese stocks listed in the United States was relatively average, mainly with small rises and small falls, so the stimulus to the opening of A-shares tomorrow will not be particularly great. Whether A-shares can rise depends on whether they can discuss some substantial results in the next meeting!

2. Plastic brotherhood breaks down!

Today is the richest businessman in the world, and on the one hand is the most powerful politician in the world. The recent verbal battle between Musk and Trump can be said to have attracted a lot of attention. When the last face was torn apart, the richest and most powerful person could not keep his last dignity. Musk, the top brother on the list, is very frustrated. Recently, he has been attacking Trump frequently and is trying to impeach him with a pleasing eye...

We ordinary people are melon-eating people, just watch the fun. Because fighting has nothing to do with us ordinary people, the game of money and interests is nothing more than a game of money and interests. What Xiao Gaogui is concerned about is the impact of this incident on the stock market. When the relationship broke down the day before yesterday, the US stock market had fallen once. Now that I do it again, it will probably have a very small impact on US stocks. The impact on A-shares will not be too great. At most, Tesla's stock price will fall again, suppressing the speculation sentiment in our new energy vehicle sector, which is a short-term impact.

3. Boeing restarts delivery of aircraft to China!

Yesterday, a Boeing 737max aircraft took off from Seattle, USA and has now landed in Hawaii and will continue to fly to China. The aircraft was a new aircraft that was originally waiting for delivery at the Boeing factory in Zhoushan. It was returned to the United States in April. This is also the first time that Boeing has resumed delivery of aircraft to China since April.

This time Boeing restarts aircraft delivery to China can be seen as a sign of easing trade relations. This also laid a certain emotional foundation for the important negotiations in the future. If both sides can restore to the previous normal trade order, it will be a great benefit for the United States and China's economies. Similarly, this will also stimulate confidence in speculation in the US stock market and A-shares. There should be no problem with a short-term rebound!

4. Which sectors should I pay attention to?

From the current market trend, the rotation speed of funds is relatively fast and there is no direction for continuous rise. If you have to say it, the sustainability of the innovative drug sector is relatively good. In addition, there are the possibility of repeated abnormal movements and rising in the direction of big technology, Beixing 50 direction, and Hang Seng Technology Index! In addition, in order to prevent repeated disturbances on the message side, it is relatively necessary to configure certain gold and bonus varieties to avoid risks! Finally, Xiao Gao will continue to maintain his weekly fixed investment strategy for overseas/US stock funds and will remain unchanged, and will allocate overseas market funds in a long-term manner!

Okay, that's all we need to say. The weather is so hot today, so Xiao Gao has to turn on the air conditioner as soon as possible after writing, and prepare for summer! Friends, relax and have a good rest on weekends, don’t be too tired! A-shares performed well in the first week of June. I hope we can continue to eat meat and drink soup together in big mouthfuls! Like, follow, hug Xiao Gao, and join hands together in June!