Snowball today | 雪球

#2023春节研究评闻# #雪球研究团# It’s another year of Spring Festival celebrations, and the topic brother @雪球研究团first of all wishes everyone a happy new year! The Spring Festival is a time to say goodbye to the old and welcome the new, and it is also a day for family reunion. No matter where you are, there is the […]

Hayek, the master of economics, said: Money is one of the greatest tools of freedom invented by human beings. Only money will be open to the poor, but power will never be. British novelist Henry Fielding: Treat money as a god, and it will toss you like a devil. If you want to get money,

$Yinhua Tianji-Quietly Ying(TIA05031)$ $Yinhua Tianji-Niannianhong(TIAA041001)$ This is our 1010th weekly strategy report. Looking back on the past week, there are still huge differences in market views, and our view is still very firm, that is, it is still a good time for medium and long-term investment layout, and the opportunities may far outweigh the risks.

Pumped hydro in 2022: a prelude 2022 is the second year for me to track pumped storage projects in my country, and it is also the year when pumped storage is ready to go. During the tracking process, I not only learned some knowledge about pumped storage, but also learned a lot about pumped storage

In fund investment, an important reason for the bad holding experience is that one’s own expectations do not match the actual situation. There are often times when the ideal is full when buying, but after holding for a period of time, the reality is found to be very weak. feel. For example, your expectation is

Disclaimer: This article is only my thoughts and staged combing in my personal investment process. I am just an ordinary casual person. The opinions of the article may not be correct, and the investment level is also very average. The stocks or funds involved in the article may have the risk of a sharp decline

A blog post from Bank of Communications fund manager Yang Jinjin. I think it’s well written, with some explanations attached. Judging from this year’s economic and market trends and historical review, the economy and market in 2022 can be said to be relatively weak. From a historical point of view, there will be two trends

The stock price of Kweichow Moutai is as high as 1,900 yuan, the minimum purchase is 1 lot, and the investment threshold is nearly 200,000 yuan . This investment threshold is too high for retail investors. Moutai is the company with the core assets of A shares and the largest total market value. The high

1. Interpretation of coal production and consumption data 1. In 2022, coal production will be 4.45 billion tons, and coal imports will be 290 million tons. This is bright data, a record high. In 2021, I predict that the expected coal consumption data in 2030 will be like this. 2. How much water is there

(Written on January 14, 2023) As the investment time gets longer and the age gets older, I feel that we need to keep doing subtraction in investment. One is not to read things like macroeconomics, or to read less, at least not to use the so-called macroeconomic theory to guide one’s own investment practice. This

A friend in the backstage asked me: “The fund managed by Xie Zhiyu is too large. Since you think that the large scale will affect the difficulty of obtaining excess returns, why don’t you know how to combine actions and replace Xie Zhiyu?” At present, I hold 3 funds managed by Xie Zhiyu (participating in),

【rumor】 Recently, a dinner… Attendees: Two star fund managers from XX Da and X Fa, secretary to the board of directors of digital photovoltaic listed companies… Easter eggs: In 2022Q4, silicon wafers plummeted, TCL Central lost 3 billion, and Longi Green Energy lost 2 billion. 【assumption】 The above rumors (not the content of the rumors)

#雪球星计划# #2022Investment Summary# Three years have passed since 2020. At the beginning of 20, I felt that I suddenly had an epiphany about value investing. The way to enlightenment is reading. It reminds me of a couplet: “Hundreds of years old homes in the world are nothing but good deeds, and the first good thing