cloud185

NTLA originally thought the FDA lift would bring some decent performance, but it's still being suppressed. The gene editing logic has been really tough lately, lacking the courage to cut losses, and holding on is painful.

For stocks like NUWE that suddenly surge 100% with no news, I'd rather just watch from afar. Nowadays, it's all about robot trading.

FEED directly doubled, supported by the distribution agreement. It might stay hot for a while based on news, but 冷静下来想想，these days you need to ride some hype to get any action.

Small-cap pharma stocks each have their own volatility drama—who laughs last is really up to fate.

$So-Young(SY.US) had some small movements today. A company with a market cap of $280 million suddenly saw a 1.31% turnover! The medical aesthetics sector has been quite sluggish recently with no major news. Is this small fluctuation due to some capital moving in and out? Occasionally some volume spikes during the session, but surprisingly, there's hardly any discussion in this community. Seems like everyone is just watching🙃 Anyone still remember the frenzy when it first went public? Totally different vibe back then😂

#Nvidia returns to $3 trillion market cap!# $Morgan China Securities A50 ETF Feeder Fund C(F021178)$ The upward trend in A-shares is good, choosing leading stocks is a good option, one-click layout of A-share core assets

The order was executed, not bad~ Waiting for Tesla's autonomous driving to reach its climax!

Xiaomi Group-W (01810) what's going on today

Xiaomi Group-W (01810)

$Tencent Holdings (00700)$ Looks like it's a bit difficult to buy back today

Those who are optimistic, smart, and rational in bottom-fishing $Alibaba(BABA.US) are about to double their money. Those who are foolish, ignorant, and often make wrong judgments are still stuck in pessimism.

This move deserves praise for Duan Yongping—he entered at the most pessimistic time.

$Tencent Holdings (00700)$ Tencent ADR surged 7% overnight, Chinese concept stocks are really soaring. Today, Hong Kong stocks continue to rise. The bull market doesn't even give you a chance to get on board.

$XPeng(XPEV.US)

⚠️Hey guys, need your advice

The short interest is down to over 40 million, data as of August 30th. Does this mean the short positions are decreasing?

Gree made a big effort, Tencent made a small effort, Ping An dragged its feet

The favorable policies announced by the central bank today are absolutely brutal! In my 28 years in the A-share market, I've never seen such aggressive good news—institutions can now borrow from the 'central bank mom' if they lack funds to buy stocks! Eligible securities firms, funds, and insurance companies can use assets like bonds, stock ETFs, and CSI 300 constituent stocks as collateral to exchange for highly liquid assets such as government bonds and central bank bills from the central bank. This will significantly enhance institutions' ability to obtain funds and increase their stock holdings. The initial scale of the swap facility is 500 billion yuan, and it may be expanded in the future depending on the situation. 'If it works well, there could be a second 500 billion, a third 500 billion.'

The funds obtained through this tool can only be used to invest in the stock market. For example, a fund company holds CSI 300 constituent stocks but is forced to sell them due to investor redemptions. Selling the stocks leads to a decline in the fund's net value, which in turn triggers more redemptions—a vicious cycle. Now, this fund company can pledge some of its stocks to the central bank in exchange for highly liquid assets like government bonds and central bank bills. These assets can then be liquidated into cash, allowing the fund manager to meet redemption demands without selling stocks. The fund company might even use the cash to increase its positions, effectively breaking the vicious cycle of stock sell-offs. Additionally, banks are encouraged to provide loans to listed companies and major shareholders for stock buybacks and increased holdings. The central bank will offer relending to banks with 100% funding support at an interest rate of 1.75%. The initial quota is 300 billion yuan, with potential expansions based on usage. This policy applies to listed companies of all ownership types.

When a listed company sees its stock price at a low level and wants to buy back shares but lacks funds, it can now take out a bank loan to increase holdings or repurchase its own shares. Ultimately, the central bank will settle the payment. The obvious goal of this move is to rescue the market and reverse the continuous decline in A-shares. It aims to boost market confidence, enhance liquidity, and help the A-share market quickly rebound from the bottom. At such historically low levels in the A-share market, if I were an institutional investor, I would immediately seek loans from the central bank to increase my positions. This would allow my institution to outperform others and achieve substantial investment returns.

If I were a major shareholder of a listed company, I would also consider borrowing from banks to increase holdings of my company's shares during the market bottom. The central bank is set to inject massive liquidity into the A-share market, and as the tide rises, the market bottom has already formed. Driven by this super-positive news, A-shares surged today. The SSE 50 Index rose sharply, with the most oversold stocks seeing the biggest gains. Kweichow Moutai soared 8.8%, and TCL Zhonghuan hit the limit-up! This policy clearly demonstrates the central bank's firm resolve to stabilize the A-share market. It’s foreseeable that if the A-share market remains sluggish, the government will roll out even stronger policies to support it. As an ordinary investor, hesitating or staying bearish at this point would be unwise. I will stick to my strategy of continuously increasing positions below 3,000 points.

Xiaomi Group-W (01810) Could this trend be due to unsatisfactory quarterly results?

英伟达 台积电 864，143 又重新买回来了，不经意做了个小 T，降了点成本

$赛力斯 (SH601127)$

蔚来：现金储备 573 亿元，年亏损 226 亿，至少还能玩 2 年半

小鹏：现金储备 365 亿元，年预计亏损 120 亿，至少还能玩 3 年

理想：现金储备 913 亿元，年盈利 117 亿，蔚来、小鹏留下了不争气的口水

小米：现金储备 1276 亿元，已投入 72 亿，背靠手机业务，雷子冲啊

零跑：现金储备 88 亿元，年预计亏损 50 亿，2023 年价格卷王在钢丝上跳舞啊

哪吒：现金储备 100 多亿，年预计亏损 100 亿，会不会是下一个威马和高合？

2024 年，谁去谁留？

$比亚迪 (SZ002594)$ $宁德时代 (SZ300750)$

微软这点业绩增速给这么好的估值？我不理解

$Alibaba(BABA.US) 下來再加點

2021 年，招商银行市值几乎达到了工商银行的水平，引起了广泛关注。但实际上，工商银行的收入是招商银行的三倍，资产规模也完全不在同一级别上。因此，有一些常识的人都知道，工商银行被低估，而招商银行则被高估了。现在，随着招行的明显下跌，工行的一轮上涨，它们的估值差距已经不那么大了。未来十年内，工商银行和招商银行的表现，很大程度取决于工行的分红率。如果工行能提高分红率至少 5%，那么即使招行表现良好也难以追赶工行的步伐。相反，如果招行的增长表现良好，而工行不愿意提高分红率，那么招行将更有机会超越工行。

此外，从常识角度来看，提高分红是否更容易还是实现成长更容易呢？这是一个值得探讨的问题。

（相关股票代码：上证指数 SH000001、招商银行 SH600036、工商银行 SH601398）

在投资者社区中，我们发现当上证指数 (SH000001) 出现一些关键事件时，往往会引发市场的重大变化。例如，我们认为人工智能的奇点时刻将会出现在 open ai 发布 gpt-3.5，这将推动人工智能技术的快速发展和应用。另外，我们还认为元宇宙的奇点时刻将会在苹果公司发布 MR 设备时出现，这将引领出一场新的消费市场，同时也将为公司带来更大的商机和利润。