Snowball today | 雪球

2022 is a year worth looking back

#雪球星计划# In 2022, with the fireworks falling in the sky, the curtain also fell. Various unexpected events happened, and we witnessed the stock market drop that only happened once in many years. Most of the things that can be summarized are the survivors left behind, and behind the brilliant fireworks in the sky, most of […]

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Looking at home appliance leaders from the perspective of operation mode – “T+3” as I understand it

On December 30, Midea Group issued an announcement that Yin Bitong, the company’s director and vice president, resigned. Not many people outside the home appliance industry have heard his name. But in my opinion, the “T+3” operation model he initiated is the most important change for the home appliance industry as the real estate industry

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2022 Summary

2022 Summary (one) In the history of mankind, there are always some years that are still fresh in people’s memory because of their astonishing decline. Obviously 2022 is that kind of year. Of course, there are always people who make money and others who lose money. I don’t want to say that suffering is the

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Top 10 Fund Circles in 2022

2022 is over! The three-year epidemic is over! Looking back on 2022, I have a lot of emotions, let’s recall those things in the fund circle in 2022~ Everything in the fund circle in 2022 is so resounding, especially the number of funds exceeding 10,000, the launch of personal pension fund products, the reform of

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2023 Investment Perspectives

My core point of view is that the strategy in the first half of 2023 will continue to be the same as in 22, try to keep short positions and reverse repurchase, and wait for opportunities. In the second half of the year, Q3 began to observe whether the market showed signs of bottoming out

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In-depth research on BYD: BYD’s 2023 valuation and transaction method reference

foreword 2022 is about to pass, and I have invested and researched BYD for three years. Previously, I had written two in-depth research reports on BYD in June 2020 and November 2021, explaining BYD’s core competitiveness, valuation model and 2022 valuation. Among them, in “BYD In-depth Research II: BYD’s Valuation Model and 2022 Valuation”, the

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Barely positive earnings this year

Today’s script is the opposite of yesterday’s. The ChiNext Index and Kechuang 50, which were the only two red indexes yesterday, became the only broad-based indexes that fell today, and all other indexes that fell yesterday turned red again today. The SSE 50, which led the gains today, rose 0.69%, and the Shanghai Composite Index

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Three Black Swans in 2022

Welcome everyone to pay attention to my fund investment advisory portfolio: $Changfeng Wenjian(TIAA026062)$ $Changfeng Optimal(TIAA026063)$ Let’s talk about yesterday’s scheduled investment first. My account and Mitt’s account have completed Changfeng’s preferred fixed investment to add positions. The total amount is 148,000 and 33,866 yuan respectively : There is only one trading day left in 2022.

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