Last week, $Bilibili Inc.(BILI)$ and $BILIBILI-W(09626)$ released its financial report. Advertising revenue as one of the few highlights has aroused heated discussion and even some visions for the future. However, investment is to vote with money, and it is useless to use a mouth. The reality is reflected in the stock price of the small broken station. I have been saying before that don't pay too much attention to/analyze the quarterly performance of a stock. The first element of investment is the business model, not whether the enterprise has made more money in a few months. So, is the business model of the small broken station good? Let's st

Life is a coffee table full of cups and utensils. Once, no matter how well- fit clothes, they can't be buttoned now, just like the past and the market that can't be repeated. In the past, it can only be used to look back, but not to restart it twice. It's not that we get too little, but too much greed. Chess and gestures are equal. Self-growth and laughter for the future and the market will always give you and the surprises I have been looking forward to! Every step taken will be counted in the future days. Some people enjoy the comfort of life, some people like to work hard, take every fluctuation of the market seriously, and the result will not deceive anyone. October 1st is the 74th birthday of the motherland. Sing the motherland and send flowers to the motherland on the occasion of the

$Apple(AAPL)$ The industry may have known about the rumors of stopping car production for a long time, so I am not particularly surprised by this. Let alone cars, Apple has been hesitant on Carplay for many years. Its implementation plan has no advantage over Hongmeng or even Meizu, and 2.0 is a niche within a niche. They are not good at in-depth software integration on hardware platforms that do not belong to them. Looking back now, maybe they never thought about doing it well from the beginning to the end. It is difficult to call car-machine OS a good business in the current domestic market. The only way to make money is through content payment and scene expansion. No car company is researching a system that can be

The fluctuation of U.S. bonds in the past two days is very high, which can be summarized as the current long-empty reaction to the interest rate of U.S. bonds And other market indexes/behaviours from ETFs like  $Semiconductor Bull 3X Shares(SOXL)$ $Nasdaq100 Bull 3X ETF(TQQQ)$ $Nasdaq100 Bear 3X ETF(SQQQ)$  is somewhat bull trend  Weghy U.S. debt: U.S. debt ceiling + inflation does not fall Liduo U.S. debt: company thunderstorm + corporate recession + inflation decline In the regional bank incident that broke out in March, a total of three banks had problem

Over the past few quarters, the$Apple(AAPL)$ $XIAOMI-W(01810)$ mobile phone industry has faced the double pressure of volume cuts and price declines. Xiaomi's revenue growth rate also continued to decline for 6 quarters, and there was even a loss in net profit from the mother in Q3 2022, but the trough period was finally overcome. According to the 2023 Q3 earnings report, Xiaomi's revenue was 70.89 billion yuan, up 0.6% year on year. Although the growth rate was not high, this was also the first correction in six quarters, and net profit returned to the same period in Q3 2020. While profits are picking up, the gross margin of Xiaomi phones als

The strategic entry plan in second half of 2023: Yesterday, US20Y reached the level of more than 3.9% again, and the factors causing the short-term sharp rise in colonial interest rates are nothing more than inflation and the upper limit of U.S. bonds and performance key market indicators like $XPeng Inc.(XPEV)$ $Nasdaq100 Bear 3X ETF(SQQQ)$ $Semiconductor Bull 3X Shares(SOXL)$ $Nasdaq100 Bull 3X ETF(TQQQ)$   These two types of problems, as previously evaluated, may have a very short-term

The higher the $Nasdaq100 Bull 3X ETF(TQQQ)$ and $Nasdaq100 Bear 3X ETF(SQQQ)$ S&P 500, the more likely the bearish investors are likely to have to start buying, further pushing the market up. At the beginning of this year, the stock market has crossed the wall of worry and is approaching a bull market. Now the interesting part begins.  Entering 2023, the skeptical person believes that the stock market is expected to fall as the "bear market rebound" has been shaken from the October low. The Fed has been rapidly raising interest rates, raising all capital costs from startups to banks. The economy is slowing so that the recession has be

I am not optimistic about Zhenjiu Lidu’s listing in Hong Kong, mainly because Hong Kong stocks are still affected by the Fed’s interest rate hike Like other markets such as $Nasdaq100 Bull 3X ETF(TQQQ)$ and $Semiconductor Bull 3X Shares(SOXL)$ ,$Nasdaq100 Bear 3X ETF(SQQQ)$  and investors are very lacking in confidence in new stocks. This is because Hong Kong stocks are mainly affected by the U.S. stock market, and the trend is usually very likely to follow the U.S. The trend goes. As for the $HSI(HSI)$ 

2023 reached the half-year end of the year, this first half is indeed quite difficult to play, compared to 2022 due to the rapid rate hike in the United States and fell all the way, the “difficult” in 2023, is that the overall rise and fall in the big city are relatively short, but between 18000 points and 20000 points are relatively long, most of the time In this case, we will test our stock selection skills, or to know very well how to grasp the fast falling market, otherwise it is easy to be punished by the market “left one right”. At the beginning of this year, the main stock of our Hong Kong stock is $CHINA MOBILE(00941)$  , if I heard the program all know, uncertainty in certainty, and last year only love

$Nasdaq100 Bull 3X ETF(TQQQ)$ and $Nasdaq100 Bear 3X ETF(SQQQ)$ At the beginning of the release of the Q2 financial report in 2023, the market generally believed that this was still a good result (sales volume and profit are within expectations), but after the opening of the day, the stock price did not "surge" as scheduled, and even ended in a "fall", which undoubtedly hit the bulls. Many friends began to go backwards from the results again: there must be a reason for the market to give such feedback. After that, the proportion of "bad views" in the market increased significantly, most of which focused on topics such as "future growth" and "in

The People's Bank of China once again announced to reduce the deposit reserve ratio of financial institutions by 0.25 percentage points, which is the same as the RRR cut in December last year. RMB 100 million, the weighted average deposit reserve ratio of financial institutions after the reduction is about 7.6%, this move is contrary to the Fed's interest rate hike situation, which causes the inversion of the evil interest to become larger and larger. In disguised investors, the funds of investors continue to stay in the investment of US bonds, bank fixed deposits and stock markets, which may once again affect the outflow of large foreign giants. situation.  The reason for the domestic government's RRR cut is that the economic data is not as expected, and the year-on-year growth of r

Apple's latest financial report According to the latest financial report, the service index has expanded, the PMI performance of the manufacturing industry has also exceeded expectations, and the unemployment rate has also decreased, all of which show that the economic fundamentals are relatively strong. However, in terms of product demand, these data do not seem to boost Apple's sales performance. Apple's revenue this quarter was about $1,170 billion, down 5% from the same period last year, lower than analysts' expectations. The net profit this quarter was $30 billion, down 13% year-on-year. I think this is the first time in recent years that Apple's financial performance has fallen below expectations, and it is also the first time in three years that Apple has experienced a quarter-on-ye

$Li Auto(LI)$ The performance exceeded expectations, and the net profit in the fourth quarter of last year increased by 41% to 96.8 million yuan, exceeding the expected estimate of 330 million yuan; the net profit was 265 million yuan. During the period, the operating profit increased by 37% to 569 million yuan on an annual basis, with an expected loss of 370 million yuan, which also turned into profit on a quarterly basis. Although the performance of Ideal Automobile exceeded market expectations, the annual net profit plummeted by 97.3% to 20.8 million yuan on an annual basis, and the net loss on account expanded to 2.03 billion yuan. The annual delivery of Ideal Automobile increased by 47.2% to 133 million vehicles year-round, and vehicle sal

$Advanced Micro Devices(AMD)$ US has released the AMD Instinct MI300X accelerator, the ROCm 6 open source software suite with extensive optimizations and added support for new LLM features, and Ryzen 8040 series accelerators equipped with Ryzen AI capabilities. It is going to compete with the$NVIDIA Corp(NVDA)$ and$Semiconductor Bull 3X Shares(SOXL)$  AMD new products AMD Instinct MI300X accelerator can be used to generate AI, with large language model (LLM) training and inference performance, in addition, AMD Instinct MI300A accelerated processing unit (APU) has also been

On May 10, after the Hong Kong stock market, the electric three silly $Li Auto(LI)$ deal car-W was the first to hand in the first quarter of 2023. There is no doubt that the ideal financial report data for the first quarter of 2023 should be very good. The current ideal is really getting smoother and smoother, and the more it sells, the better. Generally speaking, the ideal is no longer the ideal it used to be. I. The overall performance is very full and ideal. Revenue: In this quarter, the company achieved revenue of 18.787 billion yuan, compared with 9.562 billion yuan in the same period last year, a year-on-year increase of 96.48% and a month-on-month increase of 6.4%. In fact, the ideal year-on-year increase in re

Since Musk's acquisition of Twitter, bad news from Twitter has continued to appear. For example, half of the company's top 100 advertisers have stopped advertising on the platform, large-scale layoffs, etc., which have given Musk a headache. To tell the truth, in the current situation, it is easy to talk to the richest man in the world. But is there no way to be the richest man in the world? No. I think that a rich man wants to succeed in business and to be known, first of all, he must become an authoritative figure, and the image is very positive and loved by thousands of people. In this way, it is more effective than the world's richest man. As for other suggestions, it is roughly divided into several points: 1) Saying a good Twitter story, I think it is the most important. At present, T

The Federal Reserve released the minutes of the FOMC meeting last December, which was accused of being the most hawkish since May last year. It revealed that Federal Reserve officials need to maintain a restrictive monetary policy stance. Inflation is expected to have upside risks and economic expectations downside risks, with special emphasis on the external response mechanism to the authorities. Misreading may complicate the Federal Reserve's efforts to maintain price stability. Recent employment data reflect that the U.S. economy is still resilient. I think the Federal Reserve will still maintain a continuous style of hawking, because Federal Reserve officials in the minutes of the December interest rate meeting are committed to fighting inflation and expect to continue to raise interes

$NIO Inc.(NIO)$  share price fell 10% last week, and it is believed that the market is reflecting the impact of the tight third-quarter results. NIO's stock price fell sharply because of the widening net loss and concerns about the macro economy. The company's deteriorating fundamentals and falling stock prices may only be the beginning. I believe that NIO may enter a long winter in the electric vehicle industry in the future. Even if the group has a strategy to enter Europe, it is inevitable. There are mainly these reasons. In addition to the long-term net loss, the company is also facing some strong headwinds in its development, such as increased competition, continued epidemic lockdowns, possible new epidemic

2022 has come to an end. There is a good saying, "No one has a thousand days, no flowers are red for a hundred days." In the past, "fangs" or simply FAANGs large technology stocks were warmly welcomed by the market, but since the beginning of this year, investors' claims surrounding large U.S. technology companies seem to have broken down. Well-known U.S. stock listed companies such as $Amazon.US, $Alphabet.US,$Alphabet(GOOG)$  $Tesla.$Tesla Motors(TSLA)$ US, $Netflix.US $Netflix(NFLX)$ and $Meta Platforms$Meta Platforms, Inc.(META)$ .US have lo

Method 1: stock selectionIntroduction:Specifically, it is to choose stocks that can traverse bulls and bears, and thenLong-term holding, in the middle can also, adjust the position to exchange shares.Advantages:1. It is possible to achieve better long-term excess returns.2. Low cost.Disadvantages:1. The fluctuation is huge.2. The applicable population is narrow, so it is only suitable for investors with strong stock selection ability, and most investors lack stock selection ability.Method 2: asset allocation and dynamic rebalancing of stock and debtIntroduction:The simplest asset allocation model is dynamic rebalancing of stock and debt.To put it simply, stocks and bonds are allocated 50% each at the beginning, and a threshold is set for the degree of deviation, which is rebalanced after t