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The market has been falling continuously recently, and the terrorism index has dropped to 13, indicating that the mood has reached freezing point. Today, I want to share with you a few things about turning a loss into a profit, hoping to ease your anxiety and anxiety~ The first time I invested in a fund […]

I have been paying attention to the stock market since the late 1990s. Today, I have observed and experienced three relatively large bull-bear transitions, namely 2000-2001, 2007-2008, and 2021-2022. In the 2000-2001 bull-bear transition, there were two very important things: 1. The extremely high valuation bubble of Internet stocks and its burst. Before the bubble

After 10:30 this morning, almost all broad-based indices turned red. I almost believed that the market went out of the independent market today. Unfortunately, the good times did not last long. By the end of the day, except for the Shuangchuang Index, which was still red, everything else turned green. The ChiNext Index rose 0.83%

Shipbuilding is a big cycle, and the mismatch between supply and demand is the main reason for the shipbuilding cycle. From peak to peak, shipbuilding output usually changes several times. The environmental protection requirements of aging ships + carbon emission reduction are the main logic. He is weakly correlated with global trade volume and industry

$Hengrui Pharmaceutical(SH600276)$ $Betta Pharmaceuticals(SZ300558)$ $Rongchang Biology(SH688331)$ Recently, A-shares have fallen into the curse of “one big white horse collapses a day”, including pharmaceutical stocks Mindray Medical, Pien Tze Huang, etc. They have not been spared. Their decline made me sigh that in a bear market, we must retain enough margin of safety. to resist the

This week’s market index decline is not too severe, but different investors may feel different, the reason is that there are big white horses “flash crashes” almost every day this week, and these big white horses have a high degree of market attention, which is a blow to investor confidence. big. In fact, it is

I remember that the agricultural fund in 2019 was very popular, especially the pig breeding in agriculture was the most sought-after. Therefore, investing in agricultural funds may wish to analyze the pig cycle first, and there may be better choices. The pig cycle The pig cycle is an economic phenomenon, which generally refers to the

In my July article “Let’s Talk About Haikong Again: After Blowing Out the Crazy Sand to Gold”, I wrote, “I hope that the price of Haikong will not go up before the dividend of Haikong H is paid.” At the end of July After the Haikong H dividend was received, I immediately distributed the dividend

The first brother and the second brother in the pig breeding industry also issued an announcement on maintaining the stability of pig prices. This is also the first time. Apparently, Fage conducted the window guidance. Two signals are revealed: 1. The large-scale breeding enterprises in the industry have begun to take shape. The leading position

$BYD(SZ002594)$ $Xpeng Motors-W(09868)$ $NIO(NIO)$ Yesterday, the chairman of Xiaopeng Motors had an interview, in which he mentioned that the new forces of new energy vehicles are taking corners, and BYD is very strong in the straights. This topic has aroused many discussions. Some excerpts from the original text are as follows: Question: Recently, some media

In September last year, I wrote an article about the official launch of a new round of pig cycle. How did you derive it? , After a year or so, during the period, pig stocks have risen significantly stronger than the broader market, and the range has been high and low. In the middle of

#Fund investment advisor in my eyes# I remember that at the beginning, it was a fund portfolio opened by various investors, and it was eventually upgraded to a fund investment advisory due to compliance reasons. In this article, I will explain the principle of fund investment advisory from three aspects. I don’t think it is

Recently, I have sorted out the changes of important heavyweight stocks in the Hang Seng Index since 2000. It is very interesting, and maybe I can find some investment opportunities from it. In the past 22 years, all kinds of heavyweight stocks have appeared, and each has its own role. Since I could not find