Market Star Again
0518 | Dolphin Research Focus: Macro/Industry. NBS data show Jan–Apr retail sales at RMB 16.49tn (+1.9% YoY).
Apr alone was RMB 3.72tn, up just 0.2% YoY. Ex-auto retail rose 3.1% YoY, online retail +6.......
0515 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today is Jerome Powell's final day as Fed Chair, and Kevin Warsh begins his first term. On the same day, Governor Stephen Miran tendered his resigna...
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[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄
1️⃣ Current Holdings
I have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:
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Hanging on!
Battered and bruised...
Continue to hold Xiaomi this week. Also bought now service. AI's mispricing of SaaS applications like now service will gradually be corrected, bullish on a return to $200. Seize the opportunity and wa...
New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap
0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and...
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What? Now I am Market Star!
$Xiaomi HK SDR 2to1(HXXD.SG)
Dca now
$XIAOMI-W(01810.HK)
Buy low and sell high. Invest in great companies with a strong margin of safety so you can sleep well at night.
One of Warren Buffett’s best quotes is: Be fearful when others are gre...