星辰大海的边界

Playing with leveraged ETFs these past two days has been a real test of mentality. AMUU and AVGX kept diving, and it felt like the bull market vibe disappeared overnight. ROBN and MSTU couldn't hold on either, bouncing briefly before flatlining again. Buying the rally and selling the dip—only to see MUD, that inverse ETF, pull off a rebound in a single day. After every beating, I console myself: 'Next time, take profits when you can.' But when it's time to act, the gambling urge kicks in again. Sigh. Now I can only remind myself: money is hard to earn, and life must go on. In short—the sweeter the leveraged ETF, the sharper the drawdown pain.

Recently, these resource stocks have been getting more and more exciting. TMC's big bearish candlestick directly knocked me out, with the negative news coming so fast and fierce that I was flat before my hands could even shake twice. HYMC actually managed to hit a new high, and this silver-plated bull completely missed the boat (major shareholders were adding positions while I was still watching).

The slight gains in TGB and SVM were better than nothing, while PLG continued to fluctuate as if it were undergoing a spiritual transformation.

Honestly, mining stocks are too dramatic—holding them is draining, but not holding them risks missing out. It’s a headache-inducing market… I can only console myself by saying the mining cycle is a slow grind.

PLTR, ORCL, and META leveraged ETFs have been really thrilling lately. PTIR is still in the green today, but the two META leveraged ETFs plummeted through the support level in one go, dropping over three points in a single day. Honestly, playing with these products requires a strong heart. This pullback has made people question their life choices, and several attempts to buy the dip ended up getting shaken out. I've learned my lesson now—just sit back and watch the show first. Whoever can survive this rollercoaster is the real hero.

NVIDIA and AMD's 2x bull today was simply explosive, NVDU and NVDG surged directly, and AMUU also charged up.

Watching GraniteShares 2x Short NVDA get hammered, those who painfully cut NVDA at the high last round must feel a mix of emotions now...

Tesla is still so divided, with 减持 and executives stirring things up again, even leveraged longs are too lazy to move.

The semiconductor wave is really strong now, afraid to chase in and get stuck at the peak, but not chasing means watching it soar every day.

$UiPath(PATH.US) I really don't understand, but after hearing what you said, I kind of want to follow... The trading volume seems like someone knew something in advance, waiting to see more later~

$Faraday Future Intelligent Electric(FFIE.US) Fly to your dreams!

转：电商可能发生变数，这个变数就是阿里的 1688.1688 登顶苹果应用商店免费版，一年内第二次成为苹果手机排名第一的 App。2023 年 1688 年度交易额超 8000 亿元，包含线下撮合交易合计约 3 万亿。1688 实际上就是老阿里，此前是做 B2B 的，但现在也做零售零售了，直接厂家出货，没有中间商，价格当然最便宜，可以说是目前阿里增长最快的 APP 了。就看之后 1688 能不能继续抓住这次机会，成为阿里对抗拼多多的一张王牌。

$Microsoft(MSFT.US) 护城河非常强，可惜我以前没看不懂。这两年有点懂了，但一直没机会哈。有没有大佬解读下大道的这句话哈哈？

今晚有一个重大的消息，就是巴菲特股东大会，两位年逾 90 岁的老头身体和头脑都非常敏捷，让我们无比敬佩。他们连续讲了整整五个半小时，这份精神让我们更加敬仰两位老人家。其中 99 岁的芒格先生表示，“美国要和中国保持良好的贸易关系，增加自由贸易，搞一切制造中美矛盾的行为都是很愚蠢的。” 而巴菲特先生，94 岁的高龄，也是同样的看法，“中美之间需要互相了解，不要给对方施加更多的压力，中国会成为更好的国家，美国也是一样。不要做伤害和破坏对方的事情。希望我们的运气能够延续下去。” 关于一些股票方面的信息，你可以关注一下中概互联网指数 ETF-KraneShares(KWEB)、阿里巴巴 (BABA) 以及上证指数 (SH000001)。

最近，2021 年片仔癀股东大会的内容再次引起了人们的关注。林园先生在会上发表了一封亲笔信，强调了他的长期投资理念和对片仔癀的看好。

作为林园投资的代表，他提到自 2005 年以来一直持有片仔癀的股份，一直坚定地相信这家公司的未来。特别是在当前的贸易和新冠疫情的背景下，他坚持长期主义并与公司共同成长和发展。此外，他还响应了祖国领导人的号召，坚定看好中医药行业，看多中国，并相信片仔癀具有成为中国名片和世界奢侈品牌的潜力。

林园先生的这一信件维护了中医药老字号的传统和价值观，并表达了他对片仔癀和管理层卓越的信心和祝愿。这种稳定而长期的投资理念值得我们深思和学习。

此外，与片仔癀相比，同仁堂和云南白药也是国内知名的中药企业。这三个公司在中医药行业占据重要的位置，其发展前景值得关注。

近来，关于 A 股版权保护的讨论引起了我的兴趣。在这方面，中央级出版集团是一个重要的机构。其中，中国科传持有万方及其他专业数据库的股份，中国出版拥有中华古籍数据库等资源，中信出版则拥有海外引进版权及少儿原创版权。另外，地方出版集团也提供了丰富的版权资源，例如，长江传媒有中小学教辅材料出版资质，凤凰传媒拥有自主知识产权的苏教质教材化，中南传媒则拥有自主知识产权的湘教版教材，并编制中小学教科书发行服务标准。此外，新华文轩和中文传媒都有出版自编教材教辅的资质，时代出版则有安徽古数据库的版权资源。同时，图片/音视频公司也是一个备受瞩目的领域。华策影视是副集版权资源的龙头，视觉中国则是图片版权素材的领导者。总体而言，这些公司拥有丰富的版权资源，对于保护 A 股版权具有不可忽视的作用。而中科传已经开始发挥其作用，这也意味着这个行业的未来有机会继续活跃。因此，我们可以关注补涨接力龙头的机会。以上就是我对 A 股版权保护相关公司汇总的一些看法。