Original link: https://pinfive.today/@liuyiguancha/35/
2022.05.16 (issue 35)
Encountering Rock: The meteor that once cut through the night
Source: mp.weixin.qq.com
Written in the front | My friend joked that the epidemic made me, a person who used to never curse or get angry, go online and scold the epidemic regularly every day. When the “robot” begins to vent its emotions, it is also a good thing. I was very torn between saying that I wanted to keep my right to be sad and angry, but I hated how much time I wasted every day struggling with my emotions.
I “hate” the epidemic. It made my friends and I “feel intensely every day that the moments pass by and never come back.” We also began to understand the powerlessness and pain of “missing a certain period of your life”. .
The source of powerlessness is that I can’t do too many things, but I think I can do some things, grasp what can be done in life, and try to give myself a sense of control over life.
As if in response to my “unwilling to lie down” emotion, an entry was born and disappeared quickly this morning, but I was still moved. It’s a mess, but hope all the best to those friends last night and this morning and everyone in front of the screen.
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“Yu Luoke’s article is not only a defense of himself, but also a defense of his peers, and a defense of a little bit of justice and conscience left in this era, and his defense tore a gap in the dark cloudy sky and projected it in people’s hearts. The next ray of sunshine…”
What happened to the Japanese who took over at a high level in the 1990s after the collapse of housing prices? – Know almost
Source: www.zhihu.com
In an article shared by a colleague late at night, the Japan and China described in the article by Arai 123 are really similar. After reading the comments, it turns out that the answer was issued in 2016, and many people have similar perceptions in 2016. .
2022, mean reversion
Source: mp.weixin.qq.com
Among them, the data of e-commerce penetration is very interesting. I shared it with my colleagues before. The main reason for the increase in penetration is not the high absolute growth of e-commerce (the molecule becomes larger), but more because offline channels are locked down ( The denominator decreases), looking at the growth of online GMV in North America last year, it is not an exponential change but a linear growth.
When you remind yourself to analyze an indicator, it is best to find the calculation logic and related sources behind it.
The current situation, prospect and way out of China concept stocks
Source: mp.weixin.qq.com
CICC has systematically sorted out issues such as the status quo of Chinese concept stocks, the progress of Sino-US regulatory negotiations, and the impact of returning to Hong Kong for listing in the future.
The full text of V God’s masterpiece – Decentralized Society: Finding the Soul of Web3
Source: mp.weixin.qq.com
I read half of it, and even though it was well written, I really didn’t have the mood to read it any further.
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