Snowball today | 雪球

Core conclusion: 1. The high probability of policy reversal is temporary, and there is a high probability of exit after the economy stabilizes. The next trend depends on the business capabilities of each company, rather than the “small composition” of the policy. 2. Due to its outstanding business model, strong moat and high-tech attributes, the […]

Is LONGi’s expansion of production this time because of the initiative to expand production in accordance with the principle of “no lead, no production expansion”, or is it forced to expand production because of too much demand? In the eyes of Longji fans, as long as Longji expands production, it must be because Longji has

Before the festival, many friends began to sell. Because they have a premonition that the market is going to fall, and their reasons are that there are too many profit takings in the current market, technical gaps need to be filled, and the stock market needs to adjust after the festival, etc. These reasons can

Wind power is relatively easy to predict, less than about 4GW; photovoltaic is quite difficult to predict, and it can be more than 6GW with all-out efforts. If you are conservative and focus on efficiency, 4GW is more appropriate. one. Wind power: 4gw 1. Over 1.5gw of offshore wind power: 600mw in Hainan, 500mw in

Year of the Tiger read 40 books and wrote a few sentences for each book. There are 26 books read on the reading app that comes with Huawei mobile phones, which seem to be made by Palm Reading Technology. It used to be very convenient to take notes. I don’t know which Brain Freezing device

Standing at the end of the Lunar New Year and the beginning of the new year, looking back on 2022, it is an extraordinary year and the most difficult year since masks. 1. Market review in 2022 Over the past year, internationally, we have experienced the Russo-Ukraine war, the energy crisis, global inflation, and the

Last night after the New Year’s Eve dinner and waiting for the Spring Festival Gala, I saw a 10-minute advertisement. The brands advertised before the Spring Festival Gala: Shede, Moutai, Fenjiu, Yili, Wuliangye, Gujing Gong, all food and beverages, and most of them are liquor companies. Correspondingly, Alipay, WeChat, Baidu, Kuaishou, and Pinduoduo, which were

Zhou Haidong’s performance in the fourth quarter was as good as ever, with excellent performance and good retracement control. Let’s take a look at Zhou Haidong’s four seasons report today to see what’s new. 1. Changes in fund size and shares Data source: Butterfly Data Huashang Zhou Haidong currently has 6 funds. After seeing the

On the first day of the Lunar New Year this year, I have been thinking for a long time what to write for my readers on the first day of the Year of the Rabbit. Let’s not talk about the stock market, let’s talk about wealth planning! I think this is the most worth talking

Buffett’s success stories have been widely circulated. Today, let’s talk about the investment mistakes Buffett made. Except for some Versailles ” acquisition of Berkshire Hathaway was the biggest mistake “. If you want to improve your investing skills, you can probably learn a lot from Buffett’s investment losses. Mistake 1: Waumbec Textiles 1975 Purchase Buffett

In the 14 trading days of this year, the net inflow of foreign capital into A shares exceeded 100 billion yuan, which has exceeded the level for the whole year of 2022. The momentum of southbound funds flowing into Hong Kong stocks is quite different. In addition, the recent daily turnover of the China Securities

I promised you the summary and outlook of the public version before, and post it. The 2022 annual report is still divided into two parts: review and outlook. In fact, for investors who have experienced the entire year of this year, I believe there is not much to say, because everyone chose to stay under

This year’s Lunar New Year’s Eve, I’ve almost packed up my things, so I came out to talk about what I’ve seen and heard during the Spring Festival holiday. When returning home during the Spring Festival, especially in rural areas, traffic jams are an indispensable part. Every few days before the festival, everyone goes to