首板哥盘前

Roblox has been falling continuously recently, even executives have started to reduce their holdings. The financial report hasn't been released yet, and it feels like market confidence is somewhat collapsing, with sentiment being weak. Those AI stories aren't working now, and age verification might even hold it back. To be honest, I'm a bit panicked, caught between a rock and a hard place, can only lie flat and watch the show. If it falls more, I'll just comfort myself by calling it a lesson learned.

New energy, technology, blue chips, China concept stocks, Brazil—after looking at this round of ETFs, it feels like capital is restless everywhere in the world.

The KWEB options are so active, giving a shot in the arm to the long-depressed China concept stocks, but frankly, the gains are a bit bleak, and the overall sentiment remains weak.

FXI and CQQQ take turns, with tech blue chips alternately propping up the market; ARKQ can bounce a little, thanks to innovation, but relying on news flow, it’s probably just that.

Surprisingly, EWZ still has some sustainability—South America’s market is even stronger than China concept stocks. Not sure whether to envy or laugh it off.

Looking back at $Uber Tech(UBER.US) and $Joby Aviation(JOBY.US) today, I suddenly had this illusion that "new stories can't resist the general trend." Uber has been overshadowed by Amazon and Waymo, and its stock price has been lukewarm—frankly, the competition is fierce, but it always feels stuck. Joby is falling again~ The market really isn't buying the high-tech concept.

On the other hand, $Toyota Motor(TM.US), this old-timer has remained so steady over the years and even managed a slight uptick against the market recently. Hard not to be impressed.

$iQIYI(IQ.US) I was still wondering if there would be a premium, and in the blink of an eye, it fell again... It seems this wave in the film and television industry is really tough to endure, and my mentality is a bit broken.

To be honest, GDXU's popularity is entirely driven by this wave of gold prices... In fact, it has been listed for quite a while, starting extreme sports in 2019, and gets ignited every time a hot topic comes up 🔥 The component stocks are all concentrated among those mining giants in North America, and when the industry fluctuates, the leverage is directly amplified to ridiculous levels... The fees really can't go down, and the dividends are meager. Holding it long-term is honestly too torturous, but the trading volume is no less than that of popular ETFs. It makes me want to experience human limits >

AAC's Hong Kong shares rose nearly 4% again today, which shocked me so much that I stood up immediately... The community discussion instantly heated up. Did everyone smell something coming? Actually, I noticed before that its main business is mobile phone components, and the overseas market has always been quite large, but policy pressures keep changing. The turnover was over 4.6 billion, approaching a 1% turnover rate—such liquidity really scared me 😅. The historical peak was truly heavenly, but now I’m just comforted by its dividends... Posts about dividends on Longbridge keep piling up day by day.

This Nongfu Spring... I can really see what a "Buddhist blue-chip" is. It's been hovering around 49.34 for almost two months 😅. At a glance, the market cap is still over 500 billion. Bottled water and beverages support its main business, with basically no major overseas developments. The daily turnover rate is only 0.03%. I even want to ask, who’s sleeping in the main force? The industry itself is uneventful, ETF holdings are rigid, and historically, it feels like it’s just steadily recouping costs. The dividends are even more unnoticeable. The Longbridge community is already bored talking about it.

Xiaomi Corporation-W (01810) is ready to attack. Has the adjustment been completed?

$PDD(PDD.US)'s earnings report suddenly dropped 30% that night. After drinking some alcohol, I swapped all my Tencent ADR and Petrobras positions into PDD. I also have Tencent's Hong Kong stocks. Is this value speculation?

Anonymous🐮 is in high spirits recently, it's indeed time to reduce positions. I've sold most of my Hong Kong stock Alibaba (BABA) which had gained nearly 40 points.

Continue to increase positions in Xiaomi's 20-strike call options expiring on November 28.

Xiaomi Corporation-W(01810) Xiaomi should not miss the market trend anymore.

I really don't understand those who always want to short NVDA. Even if you succeed ten times, one failure can be disastrous. For U.S. stocks, if you have money, just add to your position in NVDA. You might get slightly trapped in the short term, but in the long run, there will definitely be big gains!

Nvidia (NVDA) is a bit boring with this price action.

Evergrande Property implemented financial fraud through [advance recognition of revenue],

In 2019, it inflated revenue by 213.989 billion yuan, accounting for 50.14% of the current operating income, inflated costs by 173.267 billion yuan, and inflated profits by 40.722 billion yuan, accounting for 63.31% of the total profits for the period;

In 2020, it inflated revenue by 350.157 billion yuan, accounting for 78.54% of the current operating income, inflated costs by 298.868 billion yuan, and inflated profits by 51.289 billion yuan, accounting for 86.88% of the total profits for the period.

The inflated amounts are just too exaggerated.

$PDD(PDD.US) $Alibaba(BABA.US)

In the retail sector

I really can't see clearly the future of Pinduoduo and Alibaba

Who will be more ahead

But Pinduoduo hoarding a large amount of cash

The behavior of deepening the moat

It's really worth thinking about, what exactly will they do?

The interesting thing about this market is that the brighter the light, the darker the shadow beneath it.

The restructuring expectations and equity transfer have been the hottest themes recently, but the most authentic equity transfer plus strong restructuring candidate, 300472, has been forgotten by the market.

Being forgotten is good—this is how blind-spot arbitrage works.

The actual controller of Xinyuan Technology recently changed, and the announcement clearly stated plans to increase holdings by 200 to 570 million yuan. Note that Xinyuan's total market cap is just over 1.5 billion yuan.

Pay special attention to the note that they may issue additional shares to acquire equity.

The new major shareholder, Xinhui Holdings, is just a shell company, and the real big player hasn’t shown up yet. Those who deliberately stay behind the scenes are usually not small fish.

For such a mini-cap company, slow share accumulation doesn’t make much sense. Logically, they’ve probably already prepared assets for a merger (speculation).

PS: Personally holding a bit in my portfolio. Just my opinion, for reference only.

Tencent Holdings (00700) was abandoned by capital!!! Tencent Holdings ADR (TCEHY)

When stocks are rising, probably no one cares about dividends. However, amid all the noise, Focus Media is quietly issuing dividends. This interim dividend is 0.1 yuan per share. The money from this dividend will still be withdrawn to improve living standards.

Why is this dividend so important? First, the dividend money is specifically for improving living standards. Second, dividends don't require selling stocks, so the number of shares won't decrease. Selling stocks means you no longer own them—essentially, you're selling the goose that lays the golden eggs.

Upcoming interim dividends include those from Ping An Bank, Ping An Insurance (Group) Company of China, and Baiyunshan (H-shares). All this money will be spent to support the rise in consumption.

$Focus Media(SZ002027)$

$Kweichow Moutai (SH600519)$ $Tencent Holdings (00700)$

The market's half-hour trading volume is too high! A lot of capital has fled!

Short-term behavior! Just sit back and watch!

Annualized return of 40%! Tencent also broke through its two-year resistance level! HKD 500 is achievable within the year!

Actually, Pinduoduo has been lowering the price of Moutai.