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The new trend of VR

Two new product launches were held before the festival, one was the VR headset PICO 4, and the other was the humanoid robot “Optimus Prime”. Rich dad believes that the former product is slightly below market expectations, and the latter product exceeds expectations. In particular, the mass production time of “Optimus Prime” and the use […]

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LONGi does not predict the future: a brief discussion on the genetic mutation of photovoltaic leaders

The answer to the future is not in the success of the past – this line of words is written on the blackboard of the 2022 EMBA Spring Class of CEIBS. $LONGi Green Energy(SH601012)$ $Liancheng CNC(BJ835368)$ $Shuangliang Energy Saving(SH600481)$ It is increasingly evident to us today that one of the hallmarks of this era is

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COSCO SHIPPING Holdings Monthly Observation 2022.9 – Freight Rate Hard Landing, Stock Price Oversold

(1) Freight rate CCFI collapsed this month, dropping nearly 20%, from 2,904 in August to 2,328 at the end of September. Compared with the same period in 2021 (3220), it is already about 900 points lower. Such a rapid collapse makes the average value of CCFI not seem to be of great significance, but from

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Why did Xiaomi not acquire Jinshan?

The “Grain Factory Review” channel is dedicated to commenting on the grain factory’s quarterly financial reports, product launches, market performance or other major events. It does not pursue the immediacy and efficiency of information, and mainly provides readers with the opinions of the grain factory researchers. $Xiaomi Group-W(01810)$ On the evening of October 6, Kingsoft

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The price-earnings ratio and price-to-book ratio have fallen to the bottom. Is Ping An undervalued now?

Ping An of China, as a leader in my country’s insurance industry, has suffered from the impact of the epidemic in the life insurance reform in the past two years, and its stock price has fallen back to 15 years ago. Many old investors can’t help but sigh, how many 15 years are there in

The price-earnings ratio and price-to-book ratio have fallen to the bottom. Is Ping An undervalued now? Read More »