Snowball today | 雪球

$Watson Bio (SZ300142)$ Regarding the short-term trend of Watson, technically I am not as good as others, just based on the books I have read before, the market experience and the sense of the market over the years. However, I think that no matter how bad the market is, Watson’s downside is only 20-30% at […]

Straight to the point, any investment framework has certain deficiencies, and it is difficult but not impossible to make up for deficiencies in practice. Look at the valuation to buy the fund Buying funds based on valuation is actually a popular investment concept in recent years. This method is relatively simple and easy to understand,

#My EyesFund Investment Advisor # $Yinhua Tianji-Quiet Ying (TIA05031)$ $Yinhua Tianji-Nian Nianhong (TIAA041001)$ @Today’s topic Since October 25, 2019, the first batch of five fund investment advisory pilot projects have been approved, and the fund investment advisory business has been continuously liberalized. In a short period of less than three years, 60 institutions have obtained

The current market can be described as “cold” in one word. The Shanghai Stock Exchange 50 hit a two-and-a-half-year low, the Hang Seng Index hit a new low in 11 years, and the market crashes every day with a white horse, which is in response to the cool autumn. How much has everyone’s expectations for

The reform of medical insurance payment is undoubtedly the most variable factor for the medical industry in recent years. Especially in the past year or so after the sharp decline, market participants whose vital interests have been damaged often scatter most of their grievances on the issue of medical insurance payment, almost “the responsibility of

those slumps in history In the early 1970s, McDonald’s, Johnson & Johnson, and Coca-Cola traded at 85, 64, and 48 times earnings, respectively. By 1979, the three valuations dropped to 9, 14, 10 times. The stock price fell 42%, 33%, and 41% from 1973 to 1979. Is it a very familiar feeling, how similar to

#我看向fund investment advisor# Since the first batch of 5 fund investment advisory pilots was approved on October 25, 2019, the fund investment advisory business has been continuously liberalized. In a short period of less than three years, 60 institutions have obtained fund investment advisory licenses in the whole market, which shows the determination of the

Alphaliner’s data on January 9, 2022 shows that there are 6,319 container ships in operation in the world, with a total capacity of 25.3615 million TEU (24.251 million TEU in the same period in 2021). The Asia-Europe route and the trans-Pacific route currently account for 43.7% of the total global container capacity. % (an increase

Liquor is a consumer product whose success depends on quality, channels and brands. Brands have three attributes: popularity, reputation, and the right to raise prices. The right to increase the price comes from the occupation of the mind. In addition to providing use value, the product also has spiritual value, so that the product has

Today’s intraday Tencent stock price fell 2% again, and the stock price almost hit a new low in nearly 4 years. Compared with the previous drop below 300 Hong Kong dollars and countless people calling for bargain hunters, this time it was obviously much quieter and the atmosphere was gone. After all, Hong Kong stocks

In addition to medicine, semiconductors can be described as brothers and sisters recently. First of all, from the perspective of decline, semiconductors have fallen back to the position of 3,000 points, and the fund manager surnamed Cai, who is famous for semiconductors, has been rumored and lost contact, which is enough to show how fragile

After the double reduction, the education industry is basically an unpopular industry But when everyone doesn’t watch it, it’s a place worth studying. The so-called poor expectation is that you study what others are unwilling to study. Here are some points that I personally think are important after the research: One difference in expectations: At

The specific calculation of profit for this year and next year: One, this year is expected to reach 59 million live pigs. A loss of 6.68 billion in the first half. By mid-September the company had reached breakeven. From January to August, 40.76 million heads have been slaughtered. From September to December, the slaughter of