jervis43

Looking at the trends of Bilibili and Kingsoft Cloud, I really feel a bit unmotivated. It seems like neither speculating on expectations nor enduring for actual performance is rewarding. I've long been educated to be indifferent.

On the contrary, GDS Holdings has shown some promise recently. Is the data center sector coming back to life?

Although Trip.com hasn't risen much, it's at least stable, supported by the continuous travel boom.

If I had to choose, I'd really like to dump these tech stocks in my hands and hold onto stable stocks with solid performance, so I can stay up less late.

2525.HK To be honest, such low turnover is really prone to inexplicable collapse, and short-term trading is not feasible. Anyway, the main players in meme stocks simply don't care about Hesai's current situation.

Singularity Nation Peak rose another 1.87% today, closing at 3.81, which feels like a weird jump🤔. The trading volume was just over HKD250K, almost like Silent Hill... Is the main force taking a walk or dozing off?🦥 It's been ten years since the IPO, and the market cap is still hovering around 7 billion. There hasn't been any spark from recent new energy sector news, and it still lacks any presence—no buzz in the community either. While AI stocks are dancing hot, this one feels like an NPC idling in the background. Any insider scoops lately? Seems like everyone’s holding back.

Tencent Holdings (00700) the most disappointing market performance in history, closing down 1-2% Tencent Holdings ADR (TCEHY)

$Tencent Holdings (00700)$ Tencent's rebound this time is a bit of a laggard, but the main advantage is its large scale and stability $Hang Seng New Economy ETF (SH513320)$

Article 8: Constituent companies of major indices shall formulate and disclose a market value management system for listed companies after deliberation by the board of directors, which shall at least clarify the following matters:

(1) The specific department or personnel responsible for market value management;

(2) The responsibilities of directors and senior management;

(3) The internal assessment and evaluation methods of the listed company;

(4) Specific monitoring and early warning mechanisms for indicators such as the market value, price-to-earnings ratio (P/E), price-to-book ratio (P/B) of the listed company and the industry average of these indicators;

(5) Countermeasures when the stock price of the listed company experiences short-term continuous or significant declines.

Constituent companies of major indices shall provide a special explanation on the implementation of the market value management system during the annual performance briefing.

Other listed companies may refer to the provisions of the first and second paragraphs of this article in light of their actual conditions.

Article 9: Companies that have been trading below net asset value for a long time shall formulate and disclose a valuation enhancement plan for the listed company after deliberation by the board of directors, including objectives, timelines, and specific measures $Gree Electric Appliances Inc. of Zhuhai (SZ000651)$, relevant content and measures

前几天捡了一点美团，搏一搏反弹，还真搏到了

$XIAOMI-W(01810.HK) 的双十一战报公布了，全渠道支付金额最终达到了 224 亿元，为啥小米能卖的这么好啊？是因为小米澎湃 OS 生态吗？

银行股怎么看？我的意见是，你还是多关注江浙一带的区域性银行吧，这里的经济更活跃，资产质量也更高。毕竟银行是一种用杠杆赚钱的行业，所以资产质量最终决定了一家银行的命运，而息差的起伏以及营收的变化只是次要因素。

当然了，最近这些银行股没有涨得太多。我建了一个指数来跟踪，你可以观察一下：环太湖银行指数（ZH3058105）。至于大型银行，虽然它们在短时间内跌得很厉害，但是股息率还是大于 5.5% 的，而十年期国债的到期收益率仅有 2.70%，实在是太低了。因此我认为大型银行也不能再看空了，再有 6%、7% 的高股息率应该很难出现。

最近的物价数据让人感到惊讶，4 月 CPI 只有 0.1%，看来通缩已经确立了。

PPI 再次下降超过了 3.6%，环比下降 0.5%，工业生产者购进价格同比下降 3.8%，环比下降 0.7%。

制造业越来越难做了，生产出来的产品不受欢迎，人们的消费欲望不振，不愿意负债，不太愿意花钱，手里的钱还都还给银行，形成了低欲望的状态。

这种情况下，所有低端产品只能拼价格了，产能严重过剩，如果不能提升产品的附加价值，只能在价格方面竞争。

这种低欲望对银行、房地产和制造业可能都会造成影响。

这些问题的根源可能在于前段时间房地产市场的狂热，它透支了未来十年的经济发展。还债的过程需要时间，但是它总会到来的。

现在股市上$SSE Index(000001.SH)，$Shenzhen Index(399001.SZ)和$ChiNext(399006.SZ)可能也受到了这些变化的影响。

银行股的涨势不难，四大行的涨幅都不低，可成交金额却都在 50 亿以内。相比之下，科大讯飞、中国平安、中信证券和中油资本的成交金额都在 60 亿以上。国有大行的涨势并不需要消耗太多的资金。值得注意的是，在前段时间，一些股票如 360、汤姆猫、科大讯飞和浪潮信息等，日成交金额都超过了百亿。所以，股票的涨幅和成交金额不一定成正比。