财妈价值轮回记

On November 24, $Deson Property hk00199$ announced two major updates after resuming trading following a suspension: first, a private placement of approximately 10% new shares to Reynold Lemkins of Rui Group under a general mandate, with a voluntary 12-month lock-up period; second, a clear intention to allocate part of the raised capital to Web3.0, blockchain infrastructure, and RWA-related new businesses. The news triggered an intraday surge of over 70%, with the closing gain still near 55%. Today, the stock shows signs of stabilization, pending further strategic updates from the company...

"Trading is more often the art of response." After last night's plunge, the overnight trading of $Tesla CB1519$ expanded its gains to over 5%, with the stock price returning to $300. The latest development in the Trump-Musk relationship is: When asked about his disagreement with Musk, Trump said, "No problem!" Trump's aides are scheduled to call Musk on Friday. It turns out that after the high-level bundling of Trump and Musk, Tesla has become a stock more suitable for short-term speculation...

"There's a limit to how much stress a person can take. Keeping yourself stress-free/low-stress is the key to a good mindset." Just after the May Day holiday, before I could even rejoice that my eldest was finally going back to school and I wouldn't have to juggle two kids alone, my four-month-old second child entered his second phase of milk aversion + infrequent pooping. His discomfort makes him increasingly harder to soothe when he fusses, leaving me exhausted as I struggle to cope. As a mom exclusively breastfeeding, I take care of the baby alone every night while also waking up early two or three days a week to drop off and pick up my eldest from school. Fragmented sleep and fatigue are the norm—any free moment I get, I just want to catch up on sleep...

“A truly useful review is to think about how to deal with the unknown at the present moment, rather than fantasizing about perfectly catching a trend that has already passed.” Today, the Hong Kong stock market closed higher across the board. The Hang Seng Index rose 0.51%, the HSCEI rose 0.10%, the Hang Seng Tech Index rose 1.35%, and the Red Chip Index rose 0.39%. Recently, under the influence of tariff disputes, the movement of Hong Kong and A-share indices gives the impression that the market doesn’t know which direction to take, so it’s just oscillating slightly. With the May Day holiday approaching, increased uncertainty has made market funds more cautious, and the overall performance of the indices has been lackluster...

"Once you can draw the trend line, it's time to go with the flow." Today, the three major Hong Kong stock indices all rose, with the $Hang Seng Index up 2.37%, $Hang Seng Tech Index HSTECH.HK$ up 3.07%, and the H-shares Index up 2.08%. Recently, my second child, who is almost 100 days old, has become increasingly difficult to put to sleep. The previously effective methods suddenly stopped working for no apparent reason; now, only a specific way of holding and walking around can get the baby to sleep, but this is too exhausting for mom, leaving her with very little personal time. At this stage, family comes first, and childcare takes up almost all of my time...

"With a logical response plan in place, every time a similar market situation arises, one can patiently wait for the conditions outlined in the plan to appear before applying it and implementing proper risk control." In the recent market, under the continuous impact of tariff disputes, for daily swing traders, the significant gaps caused by news have distorted the daily charts, rendering technical analysis ineffective on these distorted charts. The only option is to patiently wait for the charts to stabilize—that is, to see if the daily gaps will be filled or if the future trend becomes clear enough to make informed decisions. In such highly volatile market conditions, it is more suitable for intraday traders to capitalize on the substantial intraday fluctuations...

"Major news often coincides with the minimum force line. The trend is already determined before the news is announced." Today is another day to witness history. The global financial market ushered in a "Black Monday" under the black swan blow of "reciprocal tariffs". The topic of a sharp drop in the opening of stock markets in many countries and a huge shock in global stock markets rushed to the hot search. The investment groups were full of wailing, and most group members said they had experienced the largest single-day decline since their investment, with a year's profits wiped out in one day... Even the financial mother saw the A-share index fall to the limit for the first time since she started paying attention to the stock index, almost wiping out the entire market...

In the current volatile market environment, high-dividend investment targets have gained favor among investors due to their excellent risk resistance capabilities, and the new "National Nine Articles" further enhance this advantage. In the Hong Kong stock market, there is also a newly listed stock with high dividends and promising long-term incremental capital: the overseas warehouse leader EDA Group Holdings (02505.HK). After the market closed last Friday, $EDA GROUP HLDGS(02505.HK) released its first interim performance report since listing, delivering outstanding results with "revenue surging 61.6% and profits soaring 42.1%." With steady performance growth, the company announced plans to implement an interim cash dividend...

“Sharing what is the breakout point of a band market and how to find the breakout point.” Today, U.S. stocks opened mostly flat, with the Dow Jones Industrial Average (.DJI.US) up 0.01%, the Nasdaq Composite Index (IXIC) up 0.07%, and the S&P 500 Index (GSPC) up 0.04%. Tesla (TSLA) rose nearly 2%, with Elon Musk stating that mass production of autonomous driving and Optimus will end the "short interest era." Additionally, several state-owned enterprises in Shanghai have ordered Model Y for corporate use...

“ 更了解自己的人，才更能融合自己对市场的理解，构建出最适合自己的正向预期投资系统。” 昨日港股三大指数早盘冲高回落午后维持震荡，  $恒生指数 HSI.HK$ 一度大涨 1.5%，最终涨幅收窄至 0.29%，国指涨 0.68%，  $恒生科技指数 HSTECH.HK$ 跌 0.43%，盘中曾涨至 1.2%。Q2 交付超预期！美股  $特斯拉 TSLA$  重启强劲升势...

"The more you understand yourself, the more you know what you're good at and what you can get from the market, the more steadily you can take a sip from the market." Today, the three major Hong Kong stock indices fluctuated and closed lower. At the close, the $Hang Seng Index HSI.HK$ fell 0.11%, the $Hang Seng Tech Index HSTECH.HK$ dropped 0.33%, and the HSCEI declined 0.08%. Over the weekend, I had some time to flip through the book "Market Wizards: Interviews with Top Traders" and found that these legendary traders have diverse styles, which shows that success in the financial markets is not a one-size-fits-all path...

"Whether you can keep a relaxed mindset is an important indicator to evaluate if a positive-expectation trading system suits you." This week, the Hong Kong stock market performed poorly, with the $Hang Seng Index HSI.HK$ down 2.31% weekly and $Hang Seng Tech Index$ down 1.72%. In U.S. pre-market trading, $Tesla CB1519$ rose nearly 2%. On Thursday, Tesla's annual shareholder meeting finally kicked off. With the approval of a $56 billion compensation package and the company's relocation to Texas, Musk, who won the shareholder battle, made a bold statement: Tesla will become the world's highest-valued company within 5 years...

“Just by perfectly executing the plan 'Plan your trade, trade your plan' 10 times, you can outperform 80% of investors.” During the Dragon Boat Festival, the three major U.S. stock index futures saw slight declines in pre-market trading. $NVIDIA NVDA$ fell more than 1% in pre-market. Starting from today's opening, NVIDIA's stock will trade at the post-split adjusted price of 10:1. The split is not expected to change NVIDIA's overall valuation, but the lower per-share price will make it more accessible to investors. During the holiday, I came across a set of data from an early article titled 'Trading Stories' by 'Shanghai Twelve Young Masters': Survey data shows...

"Before conducting asset/market screening, you should have a clear idea of what you're looking for." Today, the main indices of the Hong Kong stock market generally showed a high-opening-low-closing trend. The three major indices rose slightly at the opening but continued to decline throughout the day, with the losses widening in the afternoon. The $Hang Seng Tech Index HSTECH.HK$ once plunged 2.2% and finally closed down 1.78%. The $Hang Seng Index HSI.HK$ and the HSCEI fell by 0.59% and 0.68%, respectively. Large-cap tech stocks continued to decline in the afternoon, dragging down the overall market. $Meituan-W HK03690$ opened high and closed low after its earnings report, dropping over 2%...

“ 高手之高不在于不会看错，而在于能够控制亏损放大盈利。” 周末回顾 “沪上十二少” 历年总结时，突发奇想，用表格整理统计和分析了一下 “十二少” 年总结中的交易数据，汇总如下表：细看这张表，让财妈一下子就想起了年总结时借用思想钢印的一张图：账户超额收益（亏损）来源于最赚钱（亏钱）的一两笔投资。从表格可看出，十二少的胜率很高，但历年平推保本的订单占比近 50%...

“ 建立起自己卓越投资的标准，然后宁缺毋滥。” 港股终结此前连续回调行情，三大指数午后持续走高， $恒生科技指数 HSTECH.HK$ 一度涨至 2%，最终收涨 1.71% 终结 2 连跌行情，恒指、国指分别上涨 1.17% 及 1.25%，均止步 4 连跌。国家大基金三期成立促半导体股大幅上涨， $华虹半导体 hk01347$ 涨超 11%，中芯国际涨超 7%；昨日陪娃去科技馆...

"Trend traders need more luck than swing traders." This week, the Hong Kong stock market has been continuously correcting, with market sentiment remaining sluggish. Today, the $Hang Seng Tech Index HSTECH.HK$ once fell sharply by 3%, finally closing down 2.48%. The $Hang Seng Index HSI.HK$ and $Hang Seng China Enterprises Index HSCEI.HK$ fell by 1.38% and 1.44% respectively, marking four consecutive days of decline. Large-cap tech stocks generally declined. Last year, while exploring trading systems suitable for small capital growth...

"When placing longer-term trades, you need to consider other factors that can increase your odds of success." Recently while writing weekly summaries, I kept recalling a passage from the book "Futures Heroes" I read this year. In it, Zhu Tingting, the champion of the 2009-2010 futures trading competition who specialized in 1-3 day swing trading, said during an interview: When placing longer-term trades, you need to consider other factors that can increase your odds of success, such as asset cyclicality, institutional position data, capital flows, macro conditions, fundamentals etc., not just technical analysis; I don't call these fundamental analysis...

“The way for swing traders to avoid premature counter-trend is to 'ride the trend to the fullest' in the same rhythm.” Recently, I saw Liu Yansong, the author of the book "Law and Human Nature," recalling an early investment experience in a video. He mentioned that during a favorable period, he turned 760,000 into over 1.8 million in nine months, while his capital curve maintained a steady upward trend. After withdrawing 500,000, he kept thinking: I’ve only been trading for just over three years, yet I’ve achieved such good profits, and so consistently. Those with far more experience than me rarely manage this. Am I overlooking some unresolved risks?...

"Hand movements should be consistent with the plan on paper." The three major Hong Kong stock indices all rose. At the close, the $Hang Seng Index HSI.HK$ rose 0.80%, the Tech Index rose 1.42% to stand above 4,000 points, and the HSCEI rose 0.64%. When recently studying how the wave strategy of Shanghai's Twelve Young Masters achieves going with the flow, one key point was to clarify what one's investment and trading should be loyal to. From a personal perspective, for trend-following investment strategies like wave trading, one should be loyal to their strategy and expectations before entering the market, and after entering, they should let go of their expectations...

"Using the technical logic of small cycles to enter trades based on the trend logic of the main battlefield, but not the other way around." Today, Hong Kong's high-dividend concept stocks rose across the board, leading the $Hang Seng Index HSI.HK$ and the HSCEI to rise by 2.3% and 2.41%, respectively, both hitting new highs since mid-August 2023. The Hang Seng Tech Index rose slightly by 0.38%, showing relatively weaker performance. The three major Hong Kong stock indices have cumulatively risen more than 20% from their lows, all entering technical bull markets. $Hong Kong Exchanges and Clearing Limited 00388.HK$ surged 7.61%, leading the blue-chip gains. It has always been known that...