貝多芬彈不出緬A的傷

$LUXSHARE ICT(02475.HK) Fellow shareholders, you can't just ruthlessly sell off this stock just because it's a mainland stock. It's a good company, it was just born in the wrong place.

$Intel(INTC.US) This might be the last pullback of the month. Placed an order at 108, hoping it gets filled.

$MINIMAX-W(00100.HK)There's nothing wrong with minimax company. The stock price drop stems from the lifting of lock-up restrictions and institutional bearishness. Is the current price around 330 expensive? Looking at it now, it's not expensive? Is there still room for further decline? From the perspective of fund flows, there is still a 4-6 point downside. If it falls below 300 and holds at 295, that's when I'll buy. Opportunities come to those who wait. Sit and wait for the wind, and listen to its song!

$BABA-W(09988.HK) Alibaba at 95, why wouldn't I buy it?

$TENCENT(00700.HK)Buy when it's cheap, sell when it's expensive. Is Tencent at 450 expensive? If not, what's there to fear?

$Microsoft(MSFT.US)The US financial market is not actually transparent. A certain company is suppressing the stock price and acquiring Microsoft shares aggressively. Why isn't this being exposed? Are they afraid of retail investors entering the market? Or what? This is excessive.

$EOS Energy Enterprises(EOSE.US) open a position. This is not investment advice.

$Amazon(AMZN.US) position opening, this is not investment advice

$LENOVO GROUP(00992.HK)Lenovo's recent performance has been affected by southbound selling. Lenovo is similar to Intel in the US stock market, and it is predicted that Lenovo could reach 14 yuan during the National Day holiday. Decisively increased positions today.

$Apple(AAPL.US)All Apple stores in Chengdu do not have a single unit of the Apple 17 series. Scalpers are charging an extra 1500 for immediate delivery. According to data from industry insiders in Apple's distribution channels, Apple sold 64,500 units in Chengdu today.

$NVIDIA(NVDA.US) It's imaginable that the so-called investigation will end up with no result, which aligns with the characteristics of Chinese leadership and the mindset of timely pragmatism. Wall Street woke up and started frantically buying Nvidia stocks at low prices.

$Apple(AAPL.US)Today is the first day of sales for Apple's new product. A sudden rise and fall in A-shares directly discouraged those who were planning to buy today (lost money today, lost the urge to order). This is China's open strategy, aiming to make Apple's first-day sales performance dismal.

$NVIDIA(NVDA.US)Does Alibaba's chips threaten Nvidia's market in China? Who would believe this news? At best, Alibaba optimized the H20 from two generations ago and copied it, then claimed it's better than Nvidia? And Wall Street believes it? This is clearly a setup.

$Tesla(TSLA.US) The A-share market has been performing well recently, with many people inquiring about insider information. Let me tell you a story.

Let me tell you a story to help you understand the current market situation.

The story goes like this: There was a company chairman, the son of the previous chairman. During the previous chairman's tenure, the company's performance improved year after year, and employees received annual bonuses and dividends as high as hundreds of thousands. Employees bought houses and cars, living happily.

Later, the current chairman took office, and the company's performance declined year after year. Employee benefits and welfare were significantly reduced, and employees were angry but dared not speak out. Those who dared to criticize the chairman were directly fired and had their shares revoked. The company became lifeless.

One day, shareholders jointly demanded the chairman's removal. Employee morale soared, and they worked hard, leading to a short-term surge in performance. Everyone worked hard, waiting for the chairman to step down.

$Intel(INTC.US) It is now 2:40 AM Beijing time on August 15th. Tomorrow is the last trading day before I start my vacation. European and American brokers prefer to liquidate all stocks before going on vacation, and even my supervisor suggested I clear all positions for the clients I manage and invest in safe products like government bonds. But as a Chinese, I tend to ignore advice. Today, I doubled my position in Eli Lilly and continue to hold Intel shares and a double-long position. If you ask me about the target price, my answer might be 60+. So, no liquidation during the vacation—I’ll keep holding. No account operations during the vacation, just enjoying the holidays! I won’t be posting any non-investment advice either.

$LENOVO GROUP(00992.HK) conducted a comprehensive analysis of Lenovo's financial statements. This company was once a household name in mainland China, and my first laptop was from Lenovo. Fortunately, Lenovo is no longer solely focused on desktops and laptops. If Lenovo remains steadfast on the path of AI, I am optimistic that its stock price will break through 30, with a P/E ratio around 40 being a reasonable valuation.

$LIANLIAN(02598.HK) fell in the past two days, and people started to mock the 10-day target I mentioned earlier. Today's rise doesn't mean it will keep rising, and the past two days' fall doesn't mean it will keep falling. Stablecoins are the trend for the next three years, so I suggest holding them long-term.

Additionally, some leading domestic A-share brokerages are worth keeping an eye on. You'll see reports about their work on stablecoin licenses next week. This is not insider information, nor is it investment advice—just a personal note.

$LIANLIAN(02598.HK) Reviewed the morning buy and sell orders at noon, mostly sold off for a walk, while large institutions are still taking the opportunity to accumulate. Hold boldly and confidently. Ten-day target price is 15 yuan.

Just after the market opened, it was hit all the way down by the southbound trading. It seems that mainland investors are sensible. Once media like Xinhua News Agency report, they have to sell. Mainland speculators, you'd better sell quickly so I can take over.

$LIANLIAN(02598.HK) Stablecoins are the main tool in the world's financial warfare and a manifestation of the new monetary system. Both the U.S. and China are vigorously developing stablecoins, and Wall Street has been laying out stablecoins for over 15 years. This year should be the first year of stablecoin non-redemption. The transformation of stablecoins can happen overnight, much like that night in 2008. Therefore, hold stablecoins with confidence and buy on dips.

$BYD Company(BYDDY.US)BYD, the Evergrande of the auto industry is not unfounded. A bomb from BYD is inevitable, and I will start shorting next Monday.

$Apple(AAPL.US) There's not much movement to see, Apple is increasingly lacking innovative products. Cleared the stock and switched to buying Tesla, at least Tesla has expectations.

$XIAOMI-W(01810.HK) All sell orders are from Shanghai-Hong Kong Stock Connect or Shenzhen-Hong Kong Stock Connect. What can I say? The Hong Kong stock market does not welcome mainland investors. Get lost.