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Chen Jiahe Chief Investment Officer of Jiuyuan Qingquan Technology Recently, when my friends and I talked about some rare low valuations in the Hong Kong stock market in the past two years, I said, “Look at the current Hong Kong stock market, there are many very good large Chinese companies with only a few times […]

#雪ball Private Equity Zhuoshi Fund Tea Party# >>>>>[Poke] Click to sign up: I am going to Zhuoshi<<<<< A group of scholars from Harvard, Yale, Stanford, Tsinghua and Peking University gathered together. What kind of fairy team is this? An unremarkable office building filled with servers worth hundreds of millions? What is the “scenario” of the

Recently, the stock market has been very stretched, and people’s temper has been worn away. Especially the white horse stocks, which existed like gods before 2019, and the bull stocks that have fallen in recent years are gone. Look at Ping An, Hengrui Medicine, Gree Electric, Sany Heavy Industry, Vanke A, etc., they really fell.

To study the development history and success factors of a company, it must be combined with the background of the times, because companies standing on the top of the tide are often the product of the combination of their own advantages and the characteristics of the times. If the market is not what it used

In the mid-year report last year, there were 49 property companies listed on the Hong Kong stock market, with a combined market value of over 1 trillion Hong Kong dollars. Today, the number of Hong Kong property listed companies has reached 61, but the market value of the entire sector is only 364.5 billion .

It is the financial report season again. Last week, Kweichow Moutai took the lead in releasing the 2022 semi-annual report. It is expected to achieve a total operating income of 59.44 billion yuan in the first half of 2022, a year-on-year increase of 17.2%, and a net profit attributable to the parent of 29.79 billion

Key points of this article: 1. The 7 blue-chip small and medium-sized products are: GF Multi-Factor, Dacheng Xinrui, Huaxia Industry Prosperity, $E Fund Supply Reform Mix (F002910)$ , Huaan Sports Health, $Huaan Dynamic Mix (F040015)$ , $CCB Potential The new blue chip stock (F000756)$ will be included in the fund pool. 2. Morningstar has 6

Continue to talk about the comparison between semiconductors and new energy. Can semiconductors really replace new energy? After my hard work on the subway yesterday and this morning, I think this impossibility adds another layer. First of all, I am not an afterthought, the last two posts illustrate the same point. Chip I also lurked

Text/CxEric In a recent interview with William Green, Paberley talked about his past with Munger and Li Lu. William Green couldn’t help asking: Li Lu is obviously an extraordinary person, but can you tell me, Munger What did you see in Li Lu? “It’s interesting that I asked Munger this question many years ago —

Last week, Cai Songsong’s $Nuoan Growth Mix (F320007)$ rose by 13% , and Zheng Weishan’s $Galaxy Innovation Mix (F519674)$ rose by 15% ! Semiconductor rising logic This rise in semiconductors is mainly due to the influence of geopolitical events, and the core growth logic is domestic substitution . In fact, over the past few years,

Beliefs about penguins are collapsing. For more than a year, the stock price has plummeted, without resistance, from a height of 747 to a new low of 288. Go back to the place where “King & Glory” started five years ago . Some retail investors lost 50% of their blood and left the market with

From August 1st to 12:00 on the 6th, Hainan reported a total of 646 local infections. Sanya City has implemented temporary static management since 6:00 on the 6th. Affected by this, China’s CDFG has fallen continuously in recent days, from 225 yuan to 195 yuan. However, the epidemic will always pass. As the rigid consumption

This table is compiled based on data released by the National Bureau of Statistics, in which domestic consumption is obtained by adding imports plus production minus exports. It can be seen from the table that the average growth rate of China’s chip demand in the past three years is 22.7%, and the average growth rate