小郑嘻嘻

Meituan-W (03690) has surged 50% in this wave, really want to do some day trading, but afraid of selling too early

$Tencent Holdings (00700)$ The pessimist is right, but the optimist moves forward. Make plans with a pessimistic heart and make decisions with an optimistic heart. Waiting for years is not for small gains, but for the arrival of spring.

Xiaomi Group-W (01810) On the evening of September 25th, 9 Xiaomi SU7 vehicles arrived at the Hangzhou Mengma site, most of them equipped with LiDAR, with very few standard versions. Daily updates, stay tuned for more reports!

What has Tencent Holdings Limited done? A large number of R&D personnel are studying the psychology of gaming, researching how to make players addicted and unable to stop once they start. In the current economic climate, this is something some people are happy to see.

Tencent Holdings (00700) Kweichow Moutai (SH600519) The three-day exchange time is too tricky, almost missed the boat!

$Tesla(TSLA.US)

It's been quite strong recently, looking forward to breaking the previous high

Several years ago, I started writing articles about consumption downgrading and authored several in-depth pieces on the retail industry. Back then, I clearly identified two companies that would benefit from consumption downgrading: Pinduoduo and MINISO. Later, I also researched VIPSHOP and Meituan.

At this moment, if you ask me about my views on these two companies, I remain very clear: Pinduoduo and Meituan are the two domestic retailers I am most optimistic about, and their potential may exceed most people's expectations. On the other hand, the potential of MINISO and VIPSHOP might not be as high as many imagine.

#Ping An Bank #Ping An Insurance

At this moment! I want to go through fire and water for the market value management of our company! Without hesitation!

20:39:08【CSRC: Major index constituent companies should clarify countermeasures when stock prices fall sharply or continuously in the short term】Caixin, September 24 - The China Securities Regulatory Commission (CSRC) has publicly solicited opinions on the "Guidelines for the Supervision of Listed Companies No. 10 - Market Value Management (Draft for Comments)." Article 8 of the Guidelines clarifies that major index constituent companies should formulate and disclose a market value management system for listed companies after board deliberation, at least specifying the following matters:

（1）The specific department or personnel responsible for market value management;

（2）The responsibilities of directors and senior management;

（3）The internal assessment and evaluation methods of the listed company;

（4）The specific monitoring and early warning mechanism arrangements for indicators such as market value, P/E ratio, and P/B ratio of the listed company and the industry average of these indicators;

（5）Countermeasures when the stock price of the listed company falls sharply or continuously in the short term. Major index constituent companies should provide a special explanation on the implementation of the market value management system during the annual performance briefing. A sharp or continuous short-term decline in stock price refers to: ① a cumulative decline of 20% in the closing price of the listed company's stock over 20 consecutive trading days; ② the closing price of the listed company's stock is lower than 50% of the highest closing price in the past year. (From Caixin APP)

$Ping An Bank(SZ000001)$ $Ping An Insurance(SH601318)$ #Three consecutive weekly gains! Hang Seng Index continues to soar#

Companies that constantly emphasize values should be cautious. First there was Alibaba, now there's Li Auto. To put it bluntly, it's just a carmaker producing dad-mobiles, not landing on Mars—what's there to emphasize? Since March, I've felt there's something off with Li Auto's corporate culture. $Li Auto-W(02015)$ $Li Auto(LI.US)

不懂就问，怎么看腾讯现在的估值？低估吗？这两年跑输了拼多多和网易。。

$MEITUAN(03690.HK) 终于启动回购了，是个好信号吗？最近美团持续创新低，到底怎么回事？

今天看看剑桥科技 (SH603083) 和鸿博股份 (SZ002229) 吧，这两只股票相对比较强势。剑桥科技的 k 线到达了必须守卫的位置，再下跌就有可能真的崩盘了。鸿博股份达到了西湖国贸大佬的持仓成本线，而且昨天的龙虎榜还显示大佬又加仓了，大佬确实很有眼光啊。这只股票在获得 20 个点的利润时都没有抛售。相比之下，中船科技的反应很差，令中特估板块蒙羞。目前整个市场都在缩量，为什么呢？因为短线激活最为活跃的那部分资金几乎都被套在名字带有 “中” 字头的股票里，市场需要一个突破口，但目前还没有出现。至于文化传媒方面，国新文化今天开盘直接暴跌并核对了委托买卖单，态度非常恶劣。

强压力区域就是五日线和之前已经破位的箱体颈线位，对于股票市场中的中证 500、中证 1000、中证全指指数来说，这个区域具有重要的作用。

提防消费升级股票。

中免、重啤、妙可近期业绩大幅下滑，虽然它们所涉及的领域各不相同，但实质却相似：中产阶级对消费的态度发生了变化。

如今，人们仍可出游，但不再选择在海棠湾消费；可享受烧烤，但不会买超过 10 元的啤酒；孩子们还可以多喝一瓶奶，但似乎不再买 10 元一根的奶酪棒。

消费升级曾是消费股飙升的重要因素，但疫情爆发后，这类股票所面临的风险却也成倍上升，即估值和业绩双重打击。

因此，投资者需要谨慎对待这些消费升级股票：$CTG DUTY-FREE(601888.SH)，$CBC(600132.SH)，$Milkground(600882.SH)。

大家好，今天有一个热门话题要和大家分享。经济会议这次竟然没有中央银行和财政部，这可是核心部门啊，大家可能会有些顾虑，不敢多说，生怕被查水表。当然，我们也要坚决防止脱离实际的虚假炒作，现在一些金融股和数字板块周一很有可能会跌停，因为这些太过于虚了，比较容易被量化交易程序的集中卖出形成蜂窝效应。相反，新能源和半导体才是真正的制造业，是实实在在的实体经济，周一可能会有反弹的可能性。总之，我们要以实际为基础，紧盯经济大势，才能做出更加明智的投资决策。另外，大家也可以关注一些具有长期投资价值的企业，比如特斯拉、苹果和宁德时代等。以上是我的观点，欢迎大家拍砖或交流。

投资股票时，我们必须要摆脱过去的逻辑思维，尤其是在股市下跌时更是如此。不能一味地坚持过去的看法，而应该开放心态，接受新的建议和观点。如果我们仅仅接受自己希望接受的信息，不去理解别人的想法，那么将很难获得成功。

在股市中，每个股票、每个板块都有它的高光时刻和低谷期。我们需要耐心地等待，寻找机会，不要盲目地进退。就像传媒板块七年的沉寂后再次迎来高光时刻一样，我们也要相信，只要把握时机，就有机会获得成功。

最后，我想提到一些股票，如中芯国际、蓝色光标和掌趣科技等，它们都有着不同的业绩表现和前景。如果我们能够理性而冷静地分析它们的投资价值，相信我们一定能够做出正确的决策，获得投资成功。

$Hang Seng Index(00HSI.HK) 烏克蘭局勢再度緊張，有報道指烏克蘭武裝部隊向 4 個盧甘斯克共和國 (LPR) 地區發射迫擊炮彈和手榴彈，拖累港股中午挫 154 點報 24564。