儿子娃娃

NAMM had another big surge today, almost 20% up, which feels a bit crazy. These mining stocks, when everyone gets excited, can push the price to the sky, but the volatility really tests your nerves. I was hesitating whether to buy more a while ago, and now it's risen so much—chasing it feels risky, but not chasing it might mean missing out. Ah, the mining market is really something else. Any fellow investors who missed the boat?

VGT has hit a new high and is approaching its 52-week peak. Technology continues to lead the way, and the halo of AI hasn't faded at all. I, who missed the boat, am doing mental exercises every day.

XLV has surprisingly risen nearly 12% this year, with the healthcare sector quietly gaining strength. However, the sector is indeed slow to warm up—only those who hold on can enjoy the dividends.

XBI has been a bit weak recently, first surging and then being sold off by funds. Before you know it, it's trapped at high levels again. Biotech is truly a rollercoaster every day.

With these ETFs in hand, I talk about being zen, but my actions speak louder than words.

RoboSense (2498.HK) is a typical case of thematic cooling-off. Today's turnover was over 100 million, but trading volume remains low. Compared to historical highs, it has seen significant pullbacks. After nearly two years of listing, the LiDAR concept has clearly lost its momentum. The entire high-tech sector in Hong Kong stocks is experiencing capital outflows, with market sentiment consolidating at low levels. The fundamentals haven't changed much, but there are no short-term highlights. Without new catalysts, it might continue to consolidate for a while 🧐

$Bloom Energy(BE.US) took off directly today, with its market cap approaching $25 billion, trading volume of $1.69 billion in a single day, and turnover rate nearing 7%... Such volatility is truly rare 😅. The sector seems to be heating up recently—are there new expectations for new energy? Last year at this time, it was still lying flat at the bottom, and now it’s surged back to $105 like a rollercoaster... Honestly, this market is a bit crazy, and the community is buzzing about it. Any fellow traders following this? Save my curiosity 🔥

Xiaomi Corporation-W (01810) At this point, those who easily throw away their chips are like entering a treasure mountain and returning empty-handed, aren't they?

Looking forward to Tencent's rebound

$NIO Inc(NIO.US) has been on a roll since September, which is awesome.

$Winning Precision Technology(SZ300457)$ $SMOORE International(06969)$ SKE's products have passed the first phase of PMTA review and obtained STN code, which means they can be legally sold in the U.S.

(1) Prepare basic materials (company information, product information, etc.) and submit PMTA to obtain STN code. U.S. Customs will then release the goods. Preparation time takes 2-3 months;

(2) FDA decides whether to accept the application (acceptance), which takes 2-3 months. Once accepted, distributors are allowed to sell by default;

$TENCENT(00700.HK) There doesn't seem to be any significant volume increase, is this a bull trap?

不知道今晚的多多会不会跟着中概一波大跌哦？不过，不怕，跌下来就是加仓机会，坚定看好多多$PDD(PDD.US)

本文分享一种投资策略：亏钱效应。以中国科传为例，今天的减持是否会影响明天的龙虎榜和传媒 Ai？同时，也需要注意龙虎榜证券的情况和定向降准的影响。

投资者需要关注的是情绪修复的观察点，包括股票和金融。此外，也需要观察新兴产业的变化，如国 6 刺激和新能源行业。当市场进入快速轮动时，投资者应该轻仓观察，等待竞争格局重新确认之后再出手。

总之，投资者的成功需要不断观察变化、及时调整策略。胜兵先胜，应在充分了解信息的情况下才做出投资决策。

早上太忙了，没怎么看盘，结果亏钱了。传媒和游戏一直在下跌，有时候真的坚持不住啊。不过看起来没有必要立即清仓，虽然游戏整体表现不佳，可能会遭遇顶背离，但如果有浮盈，可以再看看有没有挽回的机会。

鸿博股份的股价涨多了，而且面临压力，至少需要调整。虽然不排除出现顶部的可能，但早上还是减了一些持仓。证券行业今天的表现最好，但我不想进场了，感觉这几天的盘面更像去年我期待的，但现在却多了传媒这个变量。投资就像吃饭，要一口一口地吃。一个月前，我把游戏加入到较重的仓位里，在这一个月中，游戏和传媒的表现还不错，虽然还会涨涨跌跌，但其他行业的持续性也未必比这里好多少。至于要不要卖，还是要根据个人的盈利和仓位来决定，我认为这很难说。

嗨，你有关注投资论坛吗？我来跟你聊聊。你知道为什么时空价趋能够重仓出击吗？原因是因为有数重保护垫。首先，他们持有核心央企的核心资产，这非常关键，因为央企有无限输血权，不用担心永久性资本损失。其次，他们利用价值端飞熊自由现金流的计算公式来判断投资价值，这是非常重要的。这个公式包括权益现金流/市值，权益现金流/核心负债，干净负债表 + 强劲自由现金流等因素，即使遭遇极端行情，也有股息收回投资的可能。

还有两个非常重要的因素，分别是时间窗和空间。时间窗主要是用来判断顶底，而空间则是通过复权价格看历史位置，这点特别重要。另外，他们避免进入估值陷阱，通过投资成长和周期股伸缩来平衡风险。趋势也是飞熊时空价趋的核心，趋势的逆转是以年为单位的，并伴随着贪婪和恐惧两种情绪。最后，他们长期浸淫市场，拥有敏锐的市场嗅觉和对人性的深刻洞察。

这就是时空价趋为何可以重仓出击的原因。

对于投资个股，我并没有义务提供分析和建议，因为市场上有成千上万家公司，我也不可能全部了解。而且，基本面的研究需要大量的时间和精力，我并不是专业的分析师，更多的是分享自己的经验和思考。

我的写作只是一种个人爱好，我并不以此为生计。我相信，我的文章不必迎合任何人的口味。如果我的文章误导了别人，让他们身陷股市的套牢，对我本人也是一种失败和遗憾。

下一波科技股市场，我将尽量避免涉及那些历史高位的科技公司。因为我认为，这样的买入已经没有很好的风险收益比了。我可能会更多地分析板块趋势或科创 50 指数。大家也要理解，股市风险并不可避，做好风险控制才是最重要的。

所以，我希望大家能多多包容我，理解我的态度和立场。投资是一项风险极高的活动，需要不断的学习、思考和实践。在这个过程中，我们需要相互理解、尊重，共同进步。

大家好，我今天来跟大家分享一下我的投资经历。虽然今天我亏了钱，但是我的心情却非常好。为什么呢？因为我终于趁着股市大跌，把所有的股票都换成了 ETF。

以后我打算把股市当做理财，而且高抛低吸做做 ETF。我彻底放弃了靠炒股发财的梦，但我也获得了自由和轻松。不用再每天上班看指数、下班看 A50、晚上看美股了。也不用担心个股暴雷、年报不及预期、大股东深夜减持等等问题。更不用担心随时被闷个跌停。

ETF 网格是很慢的，半个月看一次也不为过。天天盯着反而没意思。现在我真的感觉解脱了！所以，从今天开始，$SSE Index(000001.SH)、$Shenzhen Index(399001.SZ)、$ChiNext(399006.SZ)我也不会关心了。

以后我的投资策略就是平衡持仓，分散风险，依靠市场波动拿到长期的稳健收益。希望我的经验能对大家有所帮助。谢谢大家！