超大单散户

GORO stock finally gave me the thrill of a buyout surge today. Over the years, I've been afraid of getting trapped in gold stocks, but this news instantly revived my portfolio. Seeing Eric Sprott also endorsing it really gave me the illusion of riding on someone's coattails. However, how long the post-surge premium can last still depends on the market's mood. Happy for the short term, but for the long term, better be cautious and always ready to exit.

This stock was my biggest misjudgment this year, bought at an average of $193.43, I thought it was too cheap at the time….$Circle(CRCL.US)

Meta's style changes so fast. Last month they said all in on the metaverse, and now it's all about AI... Is this switch a smart bet or just reckless? I chased the metaverse last year and got stuck at the peak. This year they're talking about layoffs and shifting focus to AI glasses—I'm afraid I'll fall behind again. Why does it always feel like I'm the last one to jump on these trends? Honestly, it's a bit stressful. I don't dare to average down, afraid of being the bagholder again. 😵‍💫 What do you all think?

Shopify is really amazing~ It's been almost 4000 days and still holding strong among US blue-chip stocks. Recently, its market cap directly surged to $200 billion. I've always thought their main business of e-commerce + finance has anti-cyclical attributes? Overseas expansion is also happening one wave after another… The trading volume is over 800 million, but the turnover rate is only 0.4%~ The community has been quite noisy lately, but after all the discussions, there are definitely more people taking a wait-and-see approach 🙃. This year, can US SaaS stocks be considered the ones benefiting? The sector 联动 feels a bit weak… As for dividends, forget about it—it’s always said to be 'far away.'

$NIO Inc(NIO.US) Ledo and Nio are not in conflict, reiterating that they will not make hybrid vehicles

Facing the return of foreign capital, shouldn't we let profits run when holding large-cap stocks like Tencent (0700.HK), Alibaba (9988.HK), and Meituan (3690.HK)? Can small-cap stocks accommodate daily trading volumes of 200-300 billion yuan? What are the win rate and payout ratio of day trading large-cap stocks?

Tencent's stock price continued to rise sharply today. According to the 5% price limit rule, the maximum repurchase price for Tencent today cannot exceed 414 yuan, which means that if the increase exceeds 2.2%, repurchases cannot be made. I wonder if they can repurchase 500 million today

Tencent Holdings (00700) is back above 400 again. I remember my first purchase was at 410, and I never thought it would take more than two years to return to 400.

If you ask again, the release will be postponed to the year after next. This company treats product launches as a joke, which is miles behind those well-known high-tech companies like Huawei and Xiaomi. There's a reason why it can't grow big!

Alibaba spent approximately $19.9815 million to repurchase 1.6632 million shares on September 24.

Tencent Holdings (00700) Damn, shouldn't hitting a new yearly high mean continuing to break through?

Xiaomi Group-W(01810) Next, there will be many good news about Xiaomi's mid-range and high-end phones, as well as cars in the second half of this year.

Teacher, has Tencent also reached a stage high?

Xiaomi Group-W (01810) opened at a runaway price, haha, the highest point. Too bad only 10% was sold.

Reply: How much more does Xiaomi need to reach its all-time high? Meituan was severely oversold before//:Reply: Dalang, wake up, it's time to take your medicine. Why is Meituan so much stronger than Xiaomi recently?

Just a little bragging here, EC04 extreme short squeeze, dropped below 1100, I held my ground and finally waited for the flowers to bloom. Due to over-leveraging before, now selling half to recover costs, all remaining positions are pure profit. Zero pressure. If EC pulls back significantly, will gradually add positions back. EC04/06 target for Q4: EC04 hitting 2000 points 😁😁😁

EC has blossomed, the flowers of shipping and non-ferrous metals will surely bloom as promised! But when the flowers bloom, will you be there? $COSCO SHIPPING Holdings(SH601919)$ $CMOC Group(SH603993)$ $Zijin Mining Group(SH601899)$

His economic adrenaline shot only bought China some time

September 24, 2024 at GMT+8 23:00

The market's reaction to the policy blitzkrieg shows that Pan Gongsheng, a technocrat who once worked at Harvard and Cambridge, has bought some precious time for China's economy. But economists believe this is just a down payment.

"I don't think this is enough to address the root issues behind China's slide into a deflationary spiral," said Duncan Wrigley, chief China economist at Pantheon Macroeconomics. He added that what China needs is "a package of reforms to fundamentally reconfigure the economy and unleash consumption growth."

According to informed sources, Tuesday's briefing was hastily arranged just 48 hours earlier.

Regulatory officials who asked not to be named said they suddenly received requests for more information last week, forcing some to discuss private matters overnight ahead of Tuesday's briefing.

"Many of China's problems are driven by demand or confidence," said Nigel Peh, portfolio manager at Timefolio Asset Management Co. "Overall, I don't think these measures will work because China's problems are complex. And there is no silver bullet.

With the central bank taking unexpected measures that surprised the market, the focus is now on the Ministry of Finance. More fiscal measures may be introduced in the coming days.

His economic adrenaline shot only bought China some time

September 24, 2024 at GMT+8 23:00

The market's reaction to the policy blitzkrieg shows that Pan Gongsheng, a technocrat who once worked at Harvard and Cambridge, has won some precious time for China's economy. But economists believe this is just a down payment.

"I don't think this is enough to address the root issues behind China's slide into a deflationary spiral," said Duncan Wrigley, chief China economist at Pantheon Macroeconomics. He added that what China needs is "a package of reforms to fundamentally reconfigure the economy and unleash consumption growth."

According to informed sources, Tuesday's briefing was hastily arranged just 48 hours prior.

Regulatory officials who asked not to be named said they suddenly received requests for more information last week, forcing some to discuss private matters overnight ahead of Tuesday's briefing.

"Many of China's problems are driven by demand or confidence," said Nigel Peh, portfolio manager at Timefolio Asset Management Co. "Overall, I don't think these measures will work because China's problems are complex. There's no silver bullet.

With the central bank taking unexpectedly aggressive measures that surprised the market, the focus now shifts to the Ministry of Finance. More fiscal measures may be announced in the coming days.

Finance-born short sellers say, "Nio is losing money and going bankrupt."

Since the beginning of 2013, Apple Inc. has repurchased $700.61 billion worth of common stock, reducing the number of outstanding shares by 42.24% from its peak. This is the most important reason for Apple's long-term bullish trend. With such a significant reduction in total shares, it's hard not to see a rise over the long term.

$Greenwave Tech Solutions(GWAV.US) Recently opening the stock trading app feels like walking into a casino in Macau.

根据最新的投资论坛消息，ST 泛海已经在武汉中央商务区储备了大约 350 万平方米的土地，入手成本价格低于每平米 2500 元。而目前该区域周边的住宅价格已经接近 30000 元/平方米，这个投资项目的收益率非常可观。

这样的资产对于国企和央企来说应该是非常有吸引力的，尤其是武汉的国企将会蜂拥而来并参与到泛海的重整工作中去。在这些信息的基础上，可以看出 ST 大集、*ST 京蓝和 *ST 碳元等公司对于 ST 泛海的投资和收购也许是个不错的选择。

因此，在资本市场中，ST 泛海的前景非常值得期待，同时也是值得投资者关注和重视的一支股票。

错的不是我买了小米，错的是我加杠杆买了小米。长期投资，没有浮盈，务必不能加杠杆