To The Moon

The e-commerce track has plummeted, today I will talk about the "221 E-commerce Massacre" from the perspective of small people 1. First of all, let's talk about the cause of the incident. The story is like this: It is said that the second brother of the e-commerce company started to give pointers to the country in person. , In the past, we always chased the boss of the track. Is it time for us to look back and smile and beat the third child? Brother Qiang asked, this idea is okay, we can't be the boss, we still can't kill the third one. So they hit it off and used a tactic of "use their own way to return their own body", the JD.com$JD-SW(09618)$ version of the tens of billions subsidy was directly launched, a

不知道你們年初聽沒聽過一種說法是，美股今年就算跌也不會跌太多，大約10%的震盪幅度。先開始我對這句話半信半疑，不過看了兩個月的期權異動後感覺傳聞不是空穴來風，從策略來看機構操作確實很保守，哪怕是昨晚大跌後。昨晚大跌原因，市場傳聞是資深美聯儲報道記者Nick Timiraos在推特上爆料，暗示了美聯儲可能適合將通脹目標上調到什麼水平。“克利夫蘭聯儲的研究人員分析FOMC最新的經濟展望。他們的模型預計，（美聯儲貨幣政策委員會）FOMC的失業率路徑會讓核心PCE通脹到2025年達到2.75%。”“要實現”2.1%的通脹預期，“一場嚴重的衰退是必要的”。面對意外帶來的下跌，機構勢必會有所動作，不過有兩家公司的異動非常出乎意料$拼多多(PDD)$ 的sell put：昨天京東和拼多多股價雙雙暴跌，拼多多開盤跌9.9%。京東的百億補貼對拼多多宣戰，高息時代市場可能對現金流比較敏感，所以對燒錢行爲本能拒絕。跌加近期中概股頹勢，另外美元反彈趨勢，似乎拼多多繼續回調在所難免。但期權異動卻顯示機構在瘋狂“抄底“，開盤後便有人賣出6月16日到期的put，行權價是和開盤價持平的85美元，期權總成交額166萬美元。$PDD 20230616 85.0 PUT$這行權價，這到期日，信息量是不是很大？信息量更大的是，盤中有一張總成交額爲3654萬的大單: $PDD 20230421 100.0

$Alibaba(BABA)$is not a meme stock as it has positive earnings amd is a worldwide company those meme stocks have negative earnings and are not used in world wide like gamestop It has a positive earnings of $3.62 And also net cash of $20 per share So it's actually a stock with constant earnings and also with healthy cash do not say its a meme stock It's has rise from the Low of 60 and will never look back

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