天赐鸿福51888

It feels like the robotics and autonomous driving sectors have cooled off a bit these past two days. RoboSense has been falling, and while UBTech surged earlier, it's now starting to pull back. Woan Robotics is also dragging its feet, making people wonder if the hype around AI has run its course... Only CIDI is bucking the trend with a rally, offering a glimmer of hope.

In this kind of market, you don’t dare chase the rally, but you also can’t bear to cut your losses. Holding cash or stocks is just mental exhaustion. Who would’ve thought that after last year’s AI frenzy, this year’s focus on physical intelligence would be such a rollercoaster ride? It really tests your patience.

New energy and consumer electronics are really competitive today, with Lens Technology, Seres, and Great Wall Motors all rising. It's really frustrating to miss out in a bull market. FIT HON TENG is still adjusting, and the Apple supply chain loses its momentum once it adjusts. Friends who hold these stocks can deeply relate to the saying, "Those who watch the excitement always have a better mindset than those who buy in." Building materials are just the same—Huaxin Building Materials looks stable, but it's hard to get too excited... In this market, even if you say you're lying flat and going with the flow, you can't help but watch other stocks jump every day.

Palantir, this meme stock, is the best storyteller among tech stocks, breaking out with a big rally again today.

AI, defense, intelligence—it doesn't miss any hot topics. The renewal of the French contract gave it a direct boost.

Those who missed out can only sigh that one step slow means every step slow.

$SICC(02631.HK) This trend doesn't look good, and the trading volume is also very low. Is this stock really unwanted?

$Xiaomi Corporation-W(01810)$ can only rely on Xiaomi's own buyback.

拼多多没有物流，不能送货上门，快递也是放驿站，驿站过年都不开门，也就是搞个营销话术而已。

阿里和腾讯稳住了，港股就问题不大，A 股也能喘口气。。

说到微创医疗 (00853)，最近股票一路下行，这让许多人关注到微创的状况：它到底行不行？

对于公司的运营，我不敢妄加评论。但是，对于管理层的表现，我只能感到失望。

身为多年关注微创的投资者，我曾因微创的成就而欣喜万分。可现在，却为微创的表现感到羞耻，为管理层的轻率行为感到愤怒。

当管理层自诩 “不以短期利润为目标，把握创新、出海两大行业发展机遇” 时，我们只能感到惋惜。

但是，我对此有了新的想法。

看看$Endovastec(688016.SH)和$WuXi AppTec(603259.SH)的发展，也许能给我们带来思路。

以前我曾经非常热衷于中免这个股票，一直将大量时间花费在研究它上面，甚至为此写了很多帖子在中免讨论区发表。然而，这样的行为却引来了很多不友好的评论和嘲讽。现在，我持有的股票仓位终于变得均衡了，不再需要像以前一样关注中免的一举一动。我也不再像以前一样投入那么多汗水去深入研究它了，因为在我的资产配置中，它的作用已经不再如以前那么重要了。不管中免的涨跌，不管别人持仓的看法，都不再对我产生多大的影响了。我再也没有为看空或看多而争论的热情了。原来，一个人的情绪会被仓位所影响，这是我之前没有意识到的。现在，我认为我应该留出更多的时间去好好生活了。

最近在投资论坛中，有位朋友的故事引起了我的关注。 这位朋友在 2019 年花费高达 2000 万在东五环购买了一套复式带有小院子的房子，并在 2018 年时购置了一辆 Tesla Model X，价格在 100 万以上。看起来他的家庭经济状况是不错的。然而最近得知，他可能要断供了。因为每个月要还的房贷和车贷就要达到 10 万以上。而他在金融机构的工作一路跳槽，薪水越来越低，已经无法支付房贷。因此他不得不出售房子和车子，但由于房价下跌，车子的售价也很低。 这让人想起了投资中的风险和盈亏平衡等问题。适当的投资获利或稳妥的消费规划都是非常重要的。同时，在这个过程中，需要留意市场变化和自己经济能力的限制，做到合理投资，避免出现断供的风险。在此也推荐几只股票：贵州茅台（SH600519），工商银行（SH601398），中科曙光（SH603019）等。