Snowball today | 雪球

The market has rebounded rapidly in the past few days, especially in new energy and photovoltaics. I looked at the circle of friends, and even the little friends who had been quilted were cheering that Kweichow Moutai finally got rid of the quilt and could go out and have a meal. Looking at the data […]

In the operation of subjective stock bulls, research is a crucial part. This has formed a very complete industrial chain: fund companies research stocks and listed companies> need more on-the-spot information> brokerage research institutes and other third-party research institutions provide information and contact research services> listed companies arrange research and docking> fund companies go to

#我的private investment experience# The market this year is too magical. When it falls, I doubt life, and when it rises, I am afraid that my dream will suddenly wake up. In fact, the draft of this post has been written a long time ago. Most of them are some insights that came to mind when

I finished talking about some basic concepts of bankruptcy and reorganization of listed companies last time. Today, I will focus on how to analyze the overall debt level of listed companies and judge the general direction of future reorganization based on the debt level. We all know that liabilities and assets cannot be analyzed separately.

This article is submitted for “Snowball Reference”, the deadline for the manuscript is June 22, and all the data in the article is before this date. I usually pay more attention to the consumer industry, so I also pay attention to the product of Yongying Consumer Theme A. At present, the market value of A

1. Copper Peak Electronics Yesterday, I added Tongfeng Electronics to the optional, and some golfers came to ask why. My holdings are mainly Tiantong shares, and a small amount of others. When holding a position, I will also think about the alternative stocks in the event that the stock in the hand rises sharply. Of

[ CSI 1000 will push futures options, is it an opportunity or a risk? 】 On June 22, the China Financial Futures Exchange CSI 1000 stock index futures and stock index options contracts and related rules solicited opinions from the public, and financial innovation took another step forward. Every time something new comes out in

The price of pigs In the first quarter of 2022, 195.66 million heads will be sold, with an average price of 12.55 yuan. This average price is extremely tragic for the industry’s 18 yuan cost. The fattening in the first quarter corresponds to the breeding piglets from January to May 2021. During this time period,

First, the basic situation of the industry In the context of the deepening reform of my country’s medical and health system, the government has issued a series of policies to encourage the society to run medical institutions. With the support of various policies, the number of private hospitals has expanded rapidly. The number of private

Core point: 1. The market has been trading recession expectations recently, and the excessively pessimistic expectations have driven the prices of commodities such as oil, copper and aluminum to a very low level. But just as the Fed said last year that “inflation is only temporary” is a lie, the Fed’s willingness to “create a

Last week Industrial Bank ushered in dividends, this week Minsheng Bank is about to usher in dividends, and more banks will usher in dividends in the future. Many stockholders have left messages for me, and found that they have a common feature that they pay special attention to the dividend rate. Although the dividend rate

Hillhouse invested more than 40 billion shares in Gree, and currently suffers serious losses. So everyone always thinks that Gao Ling’s operation is a failure, is that really the case? In fact, this investment, Hillhouse, has already won since it entered the game. Because it needs a different angle. What is the ultimate goal of

# Lao Siji Hard Core Evaluation# As of June 21, the Shanghai Composite Index has risen by nearly 15% since April 27, the ChiNext Index has rebounded by more than 25%, and the Science and Technology 50 Index has rebounded by 24.76%. During the period, the new energy index rose by more than 46%, and