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Disclaimer: This article is only a record of personal investment thinking and does not constitute investment advice. Chi-Med is a target that I have always adhered to, and it is also a target that I am very optimistic about. Chi-Med announced on January 23, 2023 that Chi-Med announced that its subsidiary Hutchison Whampoa Pharmaceuticals (Shanghai) […]

The predecessor of the shipping alliance was the European Liner Trade Union . On April 6, 1974, the “Convention on the Code of Conduct of Liner Conferences” was adopted at the United Nations Conference held in Geneva, and came into effect on October 6, 1983. However, this code convention has not been able to be

When talking about investment, you must talk about the moat. When you mention the moat, you must talk about the business model. When discussing the business model, you must talk about the industry. In the end, I came to the conclusion that Moutai Niu B is because the liquor industry is born with a good

Yangtze Power 1. Wudongde Hydropower Station (1) Guangdong Consumption of electricity: 19.8 billion kwh of priority power generation plan from 2021 to 2025, increasing by 10% year by year from 2022 to release part of the electricity Composition of electricity price: The part that has not been released: the landing electricity price is determined by

At the beginning of the new year of 2023, the unexpected recovery of the Chinese economy has attracted global attention, and the capital market with the keenest sense of smell has collectively flocked to Chinese assets. The latest Bank of America survey of fund managers this week showed that 12% of respondents considered being long

The Spring Festival in 2023 is coming again. Leo will return to his hometown on the 27th of the Lunar New Year. It is unavoidable for self-media people to observe and think about the changes in their hometown in the past year. Last year, leo took his hometown, a small village in eastern Guangdong, as

Recently, the US dollar index has been emphasized , and many people will wonder: What is the relationship between the US dollar and the stock market, and is it worth paying attention to? The answer is very worthwhile. The U.S. dollar index is a bright light guiding our asset allocation. In a nutshell, a strong

1. $Yuanxin Yongfeng Enjoy Life Mix (F004958)$ The manager said: Based on the low visibility of real estate sales in 2023, we have not configured the real estate industry chain. Appropriately increased the allocation of consumer industries, but the overall position is still biased towards growth. Jade Bird said: In the past three years, President

In the seven or eight years since I first came into contact with stocks, it was only after I left the poker table that I could understand whether I was holding a good card or a bad card. In the next seven or eight years, a quarter of the time I knew I had found

Around the end of the 20th century, when the bull market peaked, I bought some funds one after another. At that time, the media was all promoting: buying stocks is not as good as buying foundation, and buying foundation is suitable for Xiaobai Yunyun. That meeting was indeed fierce, and the group stocks pushed up

When retail investors first come to the stock market, they think they are here to make money, and most likely they are here to give away money. In the actual stock market, there are already some experienced retail investors, institutions with very large funds, and large shareholders with a lot of stock chips. These are

Dear friends: Happy New Year, continue to offer some personal investment thoughts. At the beginning of 2023, amidst doubts, copper prices continued to rise. Numerous cycle investors and brokerages are puzzled, which is quite different from their assertion that oversupply, first decline and then rise, their most common statement is “strong expectations, weak reality”, but

“Made in China” is Zhou Meisen’s book. At that time, I was still working in the system. Everyone knew Wang Yuewen’s novel very well. The first thing you ask when you meet each other is, “Are you busy recently?” This is a decent way to compliment each other. How can you be busy? 1. Romantic