臻臻真香

$POP MART(09992.HK) I started chasing the decline from 220, all the way down to 180, with a steady mindset, just waiting for one outcome. But there's not much to praise myself for, after all, I didn't wait for the peak and sold China Life, Ping An, and CMOC halfway through 🤣 I really don't understand stocks much, and I'm too lazy to do data analysis. People live within the larger trend; the phrase 'go with the flow,' does it look like a derogatory term? Follow the trend and wait for the wind. Also, I need to buy back CMOC!

$POP MART(09992.HK) The institutions are really too much. They were bearish on Kuku and dumped shares in large volumes a while ago, but these days they're aggressively buying in, making money round after round.

$POP MART(09992.HK) All sorts of so-called "financial" news/bloggers keep writing about scalpers not being able to sell. LOL... The new store in Melbourne had white people queuing up in the middle of the night to buy... As if Wang Ning cares about scalpers in mainland China, he's selling to the whole world.

$SANHUA(02050.HK) Yesterday, I quickly sold the dark pool shares of soy sauce, but if it's Sanhua, I'll hold it for a while. The reason is simple: both are industry leaders, and they seem similar. But for soy sauce, in Japan, Indonesia, Singapore... I only see people using their local brands they've grown up with. As for Sanhua, it has long been following BYD and Tesla around the world. Everyone talks about going global, but different categories are not the same thing!

$MEITUAN(03690.HK)The shareholders' meeting was quite clear: they will follow their own path. As for the investment market, especially the Hong Kong stock market, short-term fluctuations are not within their management scope. They also clearly mentioned "northbound capital" and "retail investors," so the company has the capability and confidence, while the capital market is beyond their control.

This is the first time I've heard a leading company in the industry separate capital markets from company operations... Is Wang Xing unable to hire people from Goldman Sachs/Morgan/HSBC??? Tencent would laugh to death: what a small-town bumpkin.

Why bother looking at long-term company data? After all, capital belongs to capital, and when the big players come, everyone gets cut.