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[US stocks in 2022 investment strategy]: Can the bull market of US stocks continue?

  Looking ahead at the end of 2021, the S&P 500 index has nearly doubled in the past three years, with an annualized rate of return of 27%. However, Deutsche Bank’s survey of more than 750 investors around the world shows that about 20% expect the S&P 500 index to have negative returns next year, with an average increase of only 4.2%.

  Can the bull market of US stocks continue, and what risks will it face? What kind of opportunities are there?

  US stocks as a whole: three elements or building a structural market

  1. Corporate profit growth slowed down.

  According to the Morgan Stanley report, in the first three quarters of this year, the earnings per share of S&P 500 companies increased by over 67%, far higher than the average of 6% from 2001 to 2020. UBS predicts that the profit growth rate of S&P 500 companies may significantly slow down to 10% in 2022.

  2. Tightening liquidity

  () It is believed that the most relaxed point of global liquidity has passed. With the beginning of Taper by the Federal Reserve and the marginal tightening by the central banks of other major overseas economies, global liquidity began to enter a tightening cycle.

  3. Valuation regression

  According to the analysis of CITIC Securities, after the completion of taper by the Federal Reserve, the dynamic PE of US stocks will gradually return from the current high of 21.4 times to the historical average of 18 times since 2015. It is expected that the US stock market will present a structural market next year.

  In the face of many challenges, we sorted out the views of investment banks and listed the US stock sector and its key words worthy of attention in 2022.

  New energy: the inflection point of new energy vehicles in the United States+the installed capacity of scenery has increased greatly

  On November 19th, the US House of Representatives passed the Biden administration’s $1.75 trillion stimulus bill, of which about $550 billion will be used in the new energy industry, and the tax credits in new energy vehicles, photovoltaic wind power and energy storage industries will be fully increased.

  CICC believes that the US new energy vehicle market has been in a "depression" in the global market for a long time due to the previous weak policies, few high-quality vehicles and weak industrial chain. The penetration rate of new energy vehicles in the United States from 1 to 1-3Q21 was only 3.7%, which was significantly lower than that in China and Europe (13.5% and 17.3%). However, with the continuous promotion and strengthening of the Biden administration’s new energy vehicle policy and the acceleration of the electrification transformation of local car companies, the development of new energy vehicles in the United States will usher in an inflection point.

  In terms of photovoltaic wind power, with the increasing momentum of energy transformation, the newly installed capacity of American scenery is expected to set a new record in 2022.

  According to the survey report of Standard & Poor’s Global Market Intelligence Company, it is estimated that 44GW of utility-scale photovoltaic projects will be put into operation in the United States in 2022, nearly twice the estimated new installed capacity of 23GW in 2021. At the same time, it is estimated that the newly installed capacity of wind power in the United States will reach 27GW in 2022, significantly exceeding the highest annual record of 16GW set in 2020.

  BlackRock pointed out that the world is currently transforming into a more sustainable aspect, ahead of schedule. The investment in sustainability has undergone a structural change, and related assets will highlight the advantages of return on investment in the next few years.

  Energy, real estate and finance: safe-haven sectors under the strongest inflation in 40 years

  The CPI of the United States in November increased by 6.8% year-on-year, the highest since June 1982. Excluding food and energy prices, the so-called core CPI rose by 0.5% from the previous month and 4.9% from the same period of last year, the biggest increase since mid-1991.

  Bank of America strategists believe that under the influence of high inflation, the current real profit rate of the S&P 500 index is negative, which indicates the downside risk of the market. Taking history as a mirror, there have been bear markets in the first four times in history when the real profit rate of the S&P 500 is negative. Investors are advised to seek safety in anti-inflation sectors such as energy, finance and real estate.

  According to the analysis of CITIC Securities, under the background that the U.S. economic recovery continues in the first half of next year and inflation remains high, energy, raw materials and other sectors will benefit from the expansion of the scissors gap between PPI and CPI, and EPS (net profit per share) and gross profit margin of individual stocks are also expected to show an upward trend. In addition, after the Federal Reserve lifted the restrictions on bank stock repurchase and dividend distribution on June 30 this year, the repurchase amount of American financial companies has returned to the level of $16 billion per month before the epidemic, which will support the valuation and ROE (return on net assets) of the industry.

  Internet technology: liquidity tightening risk vs structural opportunities for technological innovation

  In December, the Federal Reserve will double the rate of bond purchase, and the bitmap shows that it will raise interest rates three times next year. Many analysts believe that tight monetary policy will pose a threat to the high valuation sector. The current P/E ratio of Nasdaq 100, a cluster of technology stocks, is about 30, which is 21.4 times higher than that of the broader S&P 500.

  The Deutsche Bank report pointed out that inflation may be the main reason for most interest rate hike cycles in the United States. There is a "strong and consistent" negative correlation between the P/E ratio of US stocks and inflation ―― that is, under the high inflation environment, the valuation (PE) of US stocks tends to decline.

  In view of the fact that the United States is under the worst inflationary pressure in 40 years, it may be comparable to the 1980s when the Federal Reserve was forced to raise interest rates due to the same inflationary pressure. During the two interest rate hike cycles in the 1980s, the P/E ratio of US stocks both fell ―― but it does not mean that the stock market fell across the board. In fact, the strong profit growth of US stock companies in these two periods made the S&P 500 index record a range increase of 8% and 23% respectively.

  It can be seen that even if the Fed raises interest rates under the pressure of high inflation, it does not mean "the end of the world" for US stocks. The key is whether individual companies can offset the negative impact of interest rate hike on valuation with strong performance growth. During this period, it is difficult to cash in the growth rate of performance, but companies with high valuations may face challenges.

  According to Bloomberg’s unanimous forecast, the overall expenditure scale of information technology companies in the S&P 500 stocks is expected to be 110.8 billion US dollars in 2022, with a year-on-year growth rate of 24.3%, which is the largest since the statistics in 2015. Whether it is soft technology or hard technology, capital expenditure is obviously positive.

  Industrial Securities pointed out that FAANGs and other technology leaders focused on the direction of capital expenditure, including new energy vehicles, Metauniverse, digital currency, self-driving cars, AR/VR, cloud services, digital media and so on. Next year, the slowdown of US economic growth will weaken the kinetic energy of the overall profit improvement of US stocks and restrict the performance of the index. However, the structural highlights of the American economy in 2022, especially scientific and technological innovation, deserve attention.

  Semiconductor: high valuation+supply and demand reversal risk accumulation

  The Philadelphia Semiconductor Index (SOX Index), which includes chip manufacturers such as NVIDIA and AMD, has increased by 36% this year, with an increase of more than 50% in the previous two years and a cumulative return of 250% in three years. The current dynamic PE of SOX index is 6.3 times, but its 10-year average is only 3.6 times.

  This year, the global wave of Internet of Things and car electrification, and the instability of the supply chain caused by repeated epidemics have caused an unprecedented shortage of chips in almost all industries. Although the shortage of automobile chips remains to be solved, the demand for semiconductors in other fields may have tended to weaken. According to industry data, the growth of global chip sales slowed down for the third consecutive month in October and has fallen back to the level of May this year.

  Hocktan, CEO of Broadcom, a chip maker, also said in the conference call in the fourth quarter that some areas of the semiconductor market were "a bit too hot".

  According to the assessment of CITIC Securities, as a typical cyclical industry, the global PC sales volume is expected to basically peak in 2021, and the data center hardware uplink cycle will peak in 2022Q2. Considering the marginal weakening of downstream demand (PC, server, smart phone, etc.) next year and the continuous release of new semiconductor production capacity, it is judged that the risk of supply and demand reversal in the industry is accumulating.

  Aviation: North American aviation industry is expected to turn losses+epidemic concerns ease

  According to the latest forecast given by the International Air Transport Association (IATA) in October, it is estimated that the expected loss of the whole industry in 2021 is 51.8 billion US dollars, which is 63% lower than the net loss of 137.7 billion US dollars in 2020. It is estimated that the loss will drop to 11.6 billion US dollars in 2022, and it is expected to turn losses into profits in 2023.

  In terms of regions, IATA expects airlines in North America to take the lead in restoring profitability in 2022. It is estimated that airlines in this region will achieve a profit of 9.9 billion US dollars in 2022, which is the only region in the world to turn losses into profits next year.

  Guoyuan International believes that the most difficult period of the global aviation industry has passed, and the passenger volume and profitability are on the track of recovery. The resilience of domestic aviation market demand is still strong, and the gradual relaxation of international routes in the future is a high probability event. It is suggested to reverse the layout of airlines, airports and aviation information targets.

  Strategists in JPMorgan Chase said that although COVID-19 variants (such as Delta and Omicron) have repeatedly caused epidemics in various countries, if people’s natural immunity, vaccine-acquired immunity, significantly reduced mortality and specific drugs are gradually emerging, the epidemic will not be the primary risk next year.

Documentary "Animal Workers": Revealing the magical jobs in the animal world

Work is an important part of human social life. When human beings drag their tired bodies back and forth between two points and one line, when they see puppies playing happily on the lawn, they will feel a bit sour: "I really envy them that they don’t have to work!"

But you know what? Every species in nature needs to rack their brains and work hard to survive! From January 26th, at 12: 00 every Wednesday, the natural animal documentary "Animal Workers" jointly broadcast by iQiyi and Tencent Video will focus on the outstanding employees from all walks of life in the animal industry. The documentary also specially invited the voice actor Yang Zi to voice the Mandarin version as a narrator and interpret the interesting work of animals.

The university behind the magic job asked

There are 8 episodes of Animal Workers, which introduce small animals in different jobs in a relaxed and humorous way. It turns out that they are not only hunters and gatherers, but also unexpected occupations such as architects, musicians and undertakers! Moreover, their work has also brought very important inspiration to human invention and creation.

Many birds are "masters of architecture" in the animal kingdom, and they know how to build the most reliable safe haven in the crumbling branches and treetops: the lively starlings like to build their houses near their good friends’ homes, which is convenient for them to go back and forth in their leisure time; In order to show its domineering temperament and attract more young fans, the quasi-starling should pursue both space and beauty when building a house; African weaver birds think that safety and speed are the key to success, and usually they can build their own small homes in just a few days.

In the world of bees and ants, architecture is not only practical for living, but also scientific in structure and function. The regular hexagonal honeycomb structure has the highest density, the simplest materials and the largest usable space, which provides many inspirations for human beings in geometry, architecture and materials science. The ant nest above the ground is not only an air exchanger like the lungs and respiratory system, but also a protective clothing for the ant colony. In order to better operate the air circulation system, termites have to live the day of "007".

Interestingly, there are also "rowing kings" in the animal kingdom. They rarely take the initiative to attack, but rely on the labor results of other animals for a living. Black-backed jackals and ravens are the best among the "cute thieves", while scavengers like vultures play the role of "undertakers" and play an important role in the ecological cycle of nature.

Bring people closer to animals.

"Animal wage earners" embodies human’s careful observation and strange imagination of the animal world everywhere, and guides the audience to reflect on the relationship between man and nature, which is of great significance for popular science education.

Take the male satin-blue bowerbird as an example. The production and life of human beings have greatly occupied their territory. Originally, it used bright natural decorations to attract female birds to pair up, but now it has to use unnatural elements such as ballpoint pens, bottle caps and lighters to alert the audience to the urgency of the current natural environment protection work.

At the same time, the novel "Animal Laborers" creatively uses anthropomorphic techniques to quickly establish a "we are both unhappy — to the sky’s end" resonance with the audience through the concept of "migrant workers". On the one hand, it helps the audience to understand the positioning of various species in the ecological circle from the perspective of division of labor, on the other hand, it shortens the distance between the animal world and human society from the psychological level and improves the visibility of the content.

This documentary does not focus on a huge animal group, but focuses on a protagonist in a certain species or group, presenting the diverse lives of animal wage earners in a more concise lens language, which helps to enhance the audience’s sense of substitution.

"Animal wage earners" also gives animals distinctive human labels. The cute and whispering civet cats in the jungle, the musicians with magical cries, and the anti-involution gorillas … Each animal has its bright spots and memory points.

In order to highlight the liveliness and cuteness of animals, the music style of Animal Workers is more flexible, sometimes playful, sometimes quiet, and sometimes dangerous. The jumping music symbols are integrated with the personality characteristics of animals and the natural environment in which they live, bringing interesting and immersive viewing experience.

Easy-to-understand content, lively editing rhythm, humorous dubbing and fascinating soundtrack, Animal Workers is undoubtedly a well-made family fun work, which can not only resonate with contemporary young "migrant workers", but also attract elders at home to learn rich animal knowledge with their children. The Spring Festival holiday is approaching, so let’s make an appointment with friends and relatives to experience the charm of the documentary "Animal Workers"!

Click "Read the original" in the lower left corner of the article to start a wonderful journey!

Spring at 30℃! Will it be very hot this summer? Expert response

Recently, the weather has heated up violently, and many places have "run into the spring". On March 6, more than 20 national meteorological observatories broke through the historical extreme value of the highest temperature in early March. The National Climate Center predicts that this spring, compared with previous years, the temperature in most parts of China is generally higher and the precipitation is less, with the temperature in most parts of the north being 1 ~ 2℃ higher.

It’s so warm and hot in March, does it mean that this summer will encounter extreme high temperature as long as last year?

Screenshot source: The temperature of China Weather Network will soar to a recent high point, and the rare warm and hot weather in many places or in the central and eastern regions is continuing. On March 7, the temperature of 102 weather stations has exceeded the record in early March.

Today and tomorrow (March 9-10), the temperature in most parts of central and eastern China will rise to the recent high point, especially in the northeast to the south of the Yangtze River. Changchun, Shenyang, Hohhot, Jinan, Hefei and other cities may record the warmest in the same period in early March.

Before this, warm heat has already appeared. Since February, the average temperature in many parts of the country has been higher than normal. Recently, from March 1 to 7, the temperature in Northeast China, Northeast Inner Mongolia, Shandong, Henan and other places was also very high. Chengdu’s "heat rises to a new height"

On March 8, at 14: 30, the average temperature in Chengdu was 25.5℃. At 16: 00, the highest temperature in the city appeared at 28℃ in Qingbaijiang, a record high this year. From 9℃ in the morning to 28℃ in the afternoon, Chengdu ushered in the day of disorderly dressing.

Not only in Chengdu, at 14: 00 on March 8, the temperatures in Leshan, Ya ‘an, Ziyang, Guangyuan and Deyang all exceeded 25℃.

It’s so hot now, does it mean it will be very hot in summer? Last summer, it cast a shadow on many people. At the beginning of March this year, China experienced a rare warm heat. Looking at the current situation, some friends are worried that this means that this summer will also encounter extreme high temperatures for a long time.

"The current warmth and coldness are not necessarily directly related to the temperature in summer." Hu Xiao, chief meteorologist of China Weather Network, said. Simply put, we can’t judge the heat and cool in the longer summer by the abnormal hot and cold wave process now. Moreover, in summer, there will be high temperature in the area affected by subtropical high, and the edge of subtropical high is usually full of rain. For such a huge weather system as subtropical high, it is difficult for us to predict whether it will affect a place for a long time or whether it will swing, which is the difficulty of climate prediction.

However, we can also see from the recent abnormal warm heat that extreme weather and climate events are increasing under the background of climate warming, and this trend is irreversible. Take the La Ni? a event, which is the most important event affecting our climate, even though the "triple La Ni? a" appeared in the past three years, its impact fluctuated greatly. For example, last year, the Yangtze River basin suffered from extremely high temperature and little rain, but in 2020, the Yangtze River basin suffered from floods. This year is destined to be a year of change. According to the forecast of the World Meteorological Organization, La Nina will end in early spring, and it may even turn from neutral to El Ni? o event in May and June. "For this summer, we may encounter uneven distribution of droughts and floods, and extreme weather will still occur frequently." Everyone should pay attention to the latest news released by the National Climate Center. At the beginning of this year, the National Climate Center just organized a group of experts to make an annual forecast. According to the preliminary results, there may still be some persistent high temperature phenomena in the southern region this year, so the "hot" phenomenon will definitely exist. However, the specific intensity, scope and influence need to wait until the end of March and the beginning of April, and a group of experts will be specially organized to predict, analyze and judge the summer climate. The temperature in most areas such as Sichuan Basin will drop by 6~10℃. Whether there will be extreme high temperature this summer is unknown, but it is true that it will cool down this weekend! According to the Central Meteorological Observatory, from 10th to 12th, strong cold air will continue to move eastward, affecting most parts of China. There are 4~6 grades and 7~9 grades of northerly winds in the eastern part of northwest China and most parts of central and eastern China.There will be dust in the northwest and parts of North China; There is little to moderate rain and snow in northeastern Inner Mongolia, eastern and northern parts of Northeast China, small to moderate rain in Sichuan Basin, Huanghuai, Jianghan, Jianghuai, Jiangnan, northern South China, Guizhou and eastern Yunnan, and there is heavy rain or rainstorm in the local area; The temperature in most of the above areas will drop by 6~10℃, and the local temperature will drop by 12~16℃.

Trend of temperature in Sichuan in the next 7 days:

Rainfall in Sichuan in the next 3 days:

Tips: The cooling rain is coming, so please increase or decrease your clothes in time according to the actual weather conditions.

Cover News Synthesis @ China Weather, Central Meteorological Observatory, Chengdu Meteorology, @ Sichuan Meteorology

Reporting/feedback

Baihe county, Shaanxi province: nightlife changes in a poor county

Night in Qiaoergou Scenic Area of Baihe County. Xinhua News Agency reporter Xu Hanshe
Xinhua News Agency, Xi ‘an, November 26th (Reporter Zhang Bin, Xu Han) At 90: 00 pm, a county town is often cut into completely different shapes. Wang Yinchun, who lives in Baihe County, Ankang City, Shaanxi Province, is deeply touched by this.
"Before this time, the noise of pedestrians on the street, the hawking in shops and the horn of cars will make it very lively. But after this point, people suddenly dispersed, and the county town suddenly calmed down and there was a sense of’ emptiness’. " Wang Yinchun grew up, worked and lived here.
There was no nightlife in the small town in the past, especially in Baihe County, deep in Qinba Mountain.
Baihe County, located in the depths of the mountains at the junction of Shaanxi and Hubei, is a typical mountainous county and a deep poverty-stricken county in China.
In the past, after dark, the local people’s night life was all in front of the TV, in the mahjong room and by the river bank. Cinemas, bookstores, stadiums … The "standard" in these cities was once a "scarce product" for a poor county. Watching a movie, Baihe people have to go across the province to Shiyan City, Hubei Province, and the round trip is nearly 200 kilometers.
From a piece of data, we can also see one or two reasons for the lack of nightlife in Baihe County: "The soil is not three inches thick and the land is not 100 acres flat", and the poor industrial base forces many people to go out to work, among which Baihe County, with a population of 210,000, once accounted for 60,000 people.
"People are out, how can we get busy?" Lu Chuanzhen, director of Baihe County Cultural Center, said that when it came to organizing cultural activities, the first difficulty was to find someone, and it was even more difficult to find the right person.
Change is happening quietly.
Since the launch of poverty alleviation, Baihe County has created employment opportunities for more and more fellow villagers based on the actual situation in the region, through ex situ poverty alleviation and relocation, development of characteristic industries and establishment of community factories.
In a toy factory not far from the county seat, workers are processing toy parts. They used to be "drifting in the north (Beijing)" and "drifting in the deep (Shenzhen)", but now these wanderers have become "returning geese".
This is a new latitude aesthetics bookstore in the county. Xinhua News Agency reporter Zhang Bin photo
Now, at 90 o’clock in the evening, in Qiaoergou, a local cultural and tourist scenic spot, red lanterns light up the silent ancient city along Qingshiban Road, which has become a preferred punching place for locals and tourists. In the "latitude aesthetics" book bar, the cultural complex composed of books, coffee and handicrafts makes the small town have an urban style; In the newly-built cinema, domestic and international blockbusters are released simultaneously.
"When we first opened, most of them were young people. Now more and more young people are bringing their parents. We have become a new place for family gatherings." Li Xing, the person in charge of Baihe Cinema, said, "In summer, some fellow villagers have to hurry to see a movie after finishing their work."
Gao Fuhong, director of the Propaganda Department of Baihe County Committee, said that in the past, industries were sluggish and cultural life was lacking. Counties and towns were unattractive, making it difficult to keep local people, let alone attract foreigners. Nowadays, the county has vigorously developed a variety of industries and created a variety of cultural places, giving fellow villagers a place to pursue spiritual and cultural life, and the county towns and villages are gradually full of vitality.
In Baihe cinema, two children are waiting for a movie. Xinhua News Agency reporter Xu Hanshe
This kind of scene not only appears in Baihe County, but also in many places in Qinba Mountain. Many places are constantly consolidating industries, providing employment, and constantly creating colorful entertainment methods to add vitality to the countryside and seek happiness for fellow villagers.
Soon, the celebration party starring local people in Baihe County will begin. Lu Chuanzhen said: "Now all kinds of cultural activities are doing very well. In the past, we had to rely on the cultural backbones of towns to ask for programs everywhere. Now there are many programs organized by fellow villagers themselves, and we have to cut some as appropriate. "
Reporting/feedback

What is "ineffective medical care"? Many operations may not be performed, and many drugs may not be taken.

People are most afraid of disease, not only suffering from physical pain, but also bearing expensive treatment costs. People receive treatment immediately after getting sick, but some unscrupulous clinics recommend expensive treatment methods and drugs to patients in order to make huge profits, so that small diseases cost a lot of money and the treatment effect is not very satisfactory.

Therefore, when patients treat diseases, they should avoid ineffective medical treatment, and have a pair of eyes to identify them.

According to relevant statistics, 47.4% of netizens in China have encountered the problem of ineffective medical care. Strictly speaking, ineffective medical treatment, that is, medical behavior, has no meaning to patients, or is not helpful to the improvement of their condition.

For example, some drugs can be cured by taking medicine, but doctors still recommend patients to do various tests and treatments; Or the illness is very serious, the patient is weak, and the doctor still adopts advanced or expensive medical means, which not only increases the pain suffered by the patient, but also leads to poor treatment effect, and eventually leads to both human and financial resources, and also leads to waste of medical resources.

1. Advanced cancer

Modern medicine is still unable to conquer cancer, especially in the late stage of cancer. Excessive emphasis on radical cure of cancer or complete killing of cancer cells will increase the physical, mental and economic pressure of patients, making them weaker and even life-threatening. The principle of advanced cancer treatment is to relieve pain and improve the quality of life, so we can’t operate blindly.

2. Lumbar disc herniation

In fact, the lumbar spine has a strong ability of self-healing and recovery. Immune cells and phagocytic system in the body can identify the position of lumbar disc herniation, secrete a lot of enzymes to dissolve it, and rely on the ability of healing and recovery to alleviate it. Most lumbar disc herniation does not require additional surgery. According to the survey, 13.25% of the patients got worse after the operation.

3. Pulmonary nodules

Some patients were diagnosed as pulmonary nodules during physical examination, and most of them were benign. After being diagnosed with pulmonary nodules, there is no need to worry too much, and further pathological examination is needed to assess the risk of cancer. If it is a benign pulmonary nodule without special treatment, just go to the hospital for low-dose spiral CT screening on a regular basis.

4, frequent infusion

Many people choose infusion because it can quickly alleviate their illness. However, infusion is equivalent to minor surgery, and excessive infusion will bring adverse reactions to the body and affect the development of various tissues and cells. Therefore, there is no need for infusion when it is not necessary, and a regular hospital should be chosen when infusion is necessary.

1. Paracetamol

As long as there is low back pain, people will take acetaminophen as soon as possible, such as paracetamol, which can relieve the pain quickly. However, if paracetamol can’t relieve acute low back pain and there is no significant spinal lesion, it may have side effects after taking the medicine.

2. Opioid drugs

Some patients take opioid analgesics for a long time after surgery to relieve pain, but excessive use of such drugs can harm their physical and mental health.

3. Aspirin

Some patients took aspirin before operation. However, studies have shown that taking aspirin will not affect the mortality rate and the incidence of nonfatal myocardial infarction. On the contrary, it will cause massive bleeding because of taking a lot of aspirin every day.

Tips

Ineffective medical treatment not only can’t solve the disease, but also affects patients’ physical and mental health, increases economic pressure, wastes medical resources and reduces patients’ trust in doctors. Every doctor should pay attention to medical ethics and fully consider the patient’s pathogenic needs and medical technology level.


The online manuscript of family doctor shall not be reproduced without authorization.

Burn! Strong military cup basketball final

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  Recently, the final of the third "Strong Military Cup" in the Eastern Division of the Navy came to a successful conclusion in the indoor basketball hall of a naval detachment in the theater. This is not only a "trump card confrontation" between the needle tip and Maimang, but also a "deep exchange" to enhance the friendship between comrades. Inside and outside the stadium, the officers and men honed their skills in the game by making friends and helping each other, and enhanced their feelings in exchanges. (Chang Le, Li Kai, Chen Zesheng
, Li Henghui)

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Official announcement! Lakers Pelican Exposed 3-for-1 Earthquake Trade, and Lillard’s second in charge assisted James to win the championship!

Last season, the Lakers stopped the Western Conference. Many fans said that the main reason for the failure was that the team didn’t have a suitable starting outside point guard. In most cases, the Lakers relied on James to organize the attack, but it was a bit difficult for a 38-year-old man to attack and defend. Therefore, the Lakers hope to get a high-quality perimeter player in the offseason trade, and Pelican mccollum has always been the target player that the Lakers want to trade.

Come to Baidu APP to enjoy HD pictures.

From the beginning of the offseason, Lakers fans have been paying attention to the King’s Hill. But in fact, mccollum is a better player than Hilde, who can attack with the ball on his own and has excellent ability without the ball. As a starting point of tactics, it can lighten James’ burden, and as a pitcher, it can adapt to the space lineup. Of course, mccollum also has shortcomings. His shortcoming is that his choice is sometimes bad and he feels bad. However, he usually has CIC when he is not allowed to score three points, and every year, three points in the regular season will explode. In particular, the open three-pointer is very accurate, and there are too many strong shots in the Trailblazers. It is definitely more sure that there is an open space in the Lakers.

CJ mccollum entered the NBA through the draft in 2013, and played for Portland Trailblazers and New Orleans Pelicans successively, and was elected as the fastest-growing player in 2015-16. For mccollum, being traded to the Pelican was the worst choice he made. Last season was the season of mccollum’s overall decline, and both ends of the offensive and defensive responsibilities were beyond their capabilities. The middle-distance hit rate is at a new low, and the ability to handle the ball is seriously insufficient.

Anyone who has watched the game knows that mccollum is the second-in-command in the practical sense on the Pelican Stadium this season. It is too difficult for this old man to serve his two eldest brothers. He has suffered shoulder injuries and hand injuries, and played 75 games more than Yingge and Zion combined. Shoulder injury and hand injury are fatal to the players who mainly shoot, especially for mccollum, who has an average talent. Personally, I am not critical of cj’s performance on the court, but also optimistic about Big Brother’s shooting callback next season, and both ends of the offense and defense should reduce the burden on cj.

This is also the main reason why mccollum applied for trading. He did the dirtiest and most tiring job in Pelican, but he got far less than others. More importantly, there was not so much attention and competition here, and it seemed that he had completely missed the championship. So it may be the best choice for him to leave now.

According to sources, if Pelican chooses to trade mccollum, the team that Pelican wants to join most is the Los Angeles Lakers, because he wants to attack the championship at the last moment of his career. The bargaining chip that the Lakers can provide is Russell +2 second rounds.

After getting mccollum, the Lakers will officially welcome the "Big Three" team again. Although the previous Big Three all ended in failure, mccollum’s play is perfectly adapted to James and Davis, and it can also help the team more favorably. On the offensive end, there is mccollum’s organization. I believe the team’s attack will be smoother, and mccollum himself is a dual-capable defender who can organize and score points. Isn’t this the kind of player that James wants and the Lakers want? If Russell was replaced by mccollum last season, do you think the Lakers can still regret being out?

The number of champions in England’s top leagues ranked by the head coach: Ferguson is far ahead with 13 times and Gua Shuai with 5 times.

Live on May 21st, Manchester City won the Premier League title ahead of schedule after the defeat of Arsenal in the current Premier League.

According to statistics, Guardiola became the sixth coach to win the top league championship in England at least five times. The specific number of times the coach won the championship is as follows:

1. Ferguson 13 times

2. Bob Paisley 6 times

=George Ramsey 6 times

4. Tom Watson 5 times

=Matt Busby 5 times

=Guardiola 5 times

(Chenpi is not orange)

No matter whether Liaoning plays Guangdong or Guangsha in the CBA semi-final, it will be the focus of the battle.

The CBA playoffs are still in progress. The four teams that entered the semi-finals have confirmed three seats, namely Zhejiang, Liaoning and Shenzhen. Among them, Zhejiang beat Guangzhou 2-0, Liaoning beat Beijing 2-0, and Shenzhen won by lying down. Because Shanghai was deprived of its ranking and competition qualification, Shenzhen became the first team to advance to the semi-finals. Now, there is only one last place to be decided, that is, the group of Guangdong team and Guangsha team, with a big score of 1-1 draw. The final game will decide who can advance and then play against Liaoning team.

By the time of the semi-final, the opponent of Zhejiang team is Shenzhen team. Although both teams are strong teams, it seems that there are not many things to watch, and it gives people the feeling that there is little suspense. In terms of popularity of the two teams, although Zhejiang is the top team, it is not as good as Shenzhen, which ranks fourth. The basketball atmosphere in Zhejiang is not as good as that in Guangdong, and the fan base is less. Moreover, Zhejiang team and Guangsha team have long been competing in the same city. In Hangzhou, more fans regard Guangsha as the home team, but the real Zhejiang team is still slightly inferior. Therefore, this group of matchups will not attract particularly high attention, and there is not much topic heat between the two teams.

The other group is between Liaoning team and Guangdong team/Guangsha team, which is more interesting. If the opponent of Liaoning team is Guangdong team, the heat will be full directly, because the two teams have the largest fan base in CBA, far exceeding other teams, which can be seen from the annual All-Star voting. Moreover, Liaoning and Guangdong, as the traditional strong teams of CBA, have attracted much attention in every previous duel, and fans will also argue with each other to cheer for their respective home teams.

If Guangsha team reached the semi-finals, it would be a continuation of the frontier. Last year’s finals were between Liaoning team and Guangsha team. Although Guangsha team, which was short of major generals, lost, the fighting spirit of fighting for the last bullet moved all the fans. This season, Hu Jinqiu returned, although the luck was unlucky, Cummings, a small foreign aid, was injured again, and Zhu Junlong also played in doubt. However, the strength of the team is obviously higher than that of last year’s finals, and the team will definitely give everything and aim at revenge. The goal of the Liaoning team is to protect its glory and strive to defend its title. From the match between the two teams this season, we can know how intense the game is. It is completely hand-to-hand combat. No matter whether you win or lose, you will lose your skin.

As for the final list of the semi-finals, we still need to wait until the end of the game tomorrow night. However, judging from the strength of the team and the situation at home and away, Guangdong team is more likely to advance, and it is not difficult for Guangsha team to win the game. Let’s wait and see.