Yesterday’s article was deleted at the request of the other party. Here I will respect the wishes of the speaker, which is one of my principles. But yesterday’s article is not part of the speech. It is my third-party analysis and observation of the fund industry. I want to organize it or send it out.

If it weren’t for the limit-down of Yili’s shares yesterday, I wouldn’t even remember the matter of Yili’s shares. Yili is an old stock. Many years ago, when the chairman of Yili was Zheng Junhuai, I bought this stock. Later, I felt that this company was not simple, and it was so complicated that I

From about the end of August 2021, the stock price trend of LONGi Green Energy is almost always weaker than that of BK1031, and roughly also weaker than other major manufacturers of photovoltaic equipment. As a result, all kinds of bearish discussions are overwhelming, and it seems that LONGi will never recover. Recently, LONGi’s stock

This year has been bloody and bloody in the market. Many stocks have been discounted, and public and private equity has also retreated hugely. I believe that every investor with a position at this time will be in a bad mood. As the saying goes, investing is the realization of knowledge. But cognition is only

New China Insurance’s performance in the first three quarters fell by 7%, profit fell by 56%, revenue in the third quarter fell by 10.5%, profit fell by 99.8%, and the profit attributable to the parent was 3 million yuan. I think it is easy for everyone to think about it. It manages trillions of assets

As of the close on the 28th, Kweichow Moutai fell by 27.37% in October, and it fell too hard. I don’t know which fund managers increased their positions more in the third quarter, and which fund managers reduced their positions more. For fund managers, I can’t say whether this action of adding and reducing positions

As of last night, all companies with relatively heavy A-share positions have released their third quarterly reports. Currently, according to the market value of A-shares, the relatively heavy positions are National Defense ETF, Aerospace Hongtu, Fudan Microelectronics, Ziguang Guowei, and AVIC Optoelectronics. , Mindray Medical, except for Mindray Medical, the rest are military stocks, or

1. Maotai Although the 5-year line of Kweichow Moutai was directly smashed by heavy volume, the stock price had dropped to 1360 yuan on October 28, but the net purchase of Shanghai Stock Connect that day was 78.07 million, which was on October 10. For the first time after falling from above 1800 yuan, the