闷声_Leon

As part of a global restructuring plan, Cisco will cut 471 jobs in California to prioritize AI investments—this will bring Cisco's total layoffs in 2026 to nearly 4,500. Combined with Meta's announced 8,000 layoffs, Oracle's 21,000 layoffs, and Robinhood's 290 layoffs, the tech industry's workforce reductions are seen as a lasting trend of industry capital reallocation. Big tech companies' cash flow is almost depleted, and they continue to lay off employees and optimize operations.

Hong Teng Precision dropped nearly 6% in one go. The golden cross signal on the technical side had just started to show off, and now it's all messed up. I'm really impressed by the rhythm of Hong Kong stocks catching trends. Before robots and autonomous driving could even materialize, the capital has already taken a round. Then look at Longqi Technology—the honeymoon period for new stocks was just a brief touch. As the global ODM leader, the market shows no mercy... When it comes to speculating on new stocks and themes in Hong Kong, never trust yourself too much. Whatever, let's just watch the show first.

From a long-term and industry perspective, SOFI is more like a representative of the transition from fintech to a comprehensive financial platform. The advantage is a complete product line and increasing user stickiness, while the disadvantage is its strong cyclical nature—once the macro environment doesn't cooperate, its stock price is easily devalued.

Tencent Holdings (00700) is doing well, all the junk chips below 400 that were being day traded have been taken away.

$Tencent Holdings (00700)$ has really broken through this time. As the saying goes, don't get off the train just because it's gone up a little.

Tencent Holdings (00700) is estimated to reach 450 during the National Day holiday, and southbound capital can't sell Tencent

Roll up your sleeves and get to workThe value of Xiaomi's electric vehicles should be reflected in its stock price.

Tianqi Lithium's stock price has dropped from over 140 to just over 20 yuan, and there are still people persistently bullish, refusing to accept the reality. What kind of mindset do these people have, cheering all the way from 147 down to 20? Not only do they fail to cut losses, but they also mock others for selling to limit losses.

With this kind of approach, how can you possibly profit in the stock market? And then they keep spewing nonsense at others.

I was only talking about this group of people, so they keep coming after me, accusing me of shorting. Haha, I'm here to make money, not to be a naive investor. I only shorted futures—what does that have to do with stocks? The stock decline is a trend; no one can stop it. It's not because of individual shorting or bearish views. These people are truly delusional from trading—they can't even recognize a downtrend. Calling you a naive investor is giving you too much credit. Just liquidate your positions and pack up. Those who have seen my previous posts know I've always held lithium mining stocks, buying low and selling high countless times. With your level, how dare you come at me? You really don’t know your own limits.

Xiaomi Group-W (01810) Today's bearish candlestick is quite treacherous. The pullback is so fierce right after the rally began. Those with weak conviction should run away quickly. A washout is healthy.

Playing outside and saw the central bank's big move at night, thumbs up.

A simple interpretation.

1. Senior officials should have reached a consensus on the current economic contraction.

2. The short-term cycle of the real estate market cannot be reversed.

3. It has been confirmed that the stock market will be used to drive up asset prices to counter the contraction.

4. The national team has acquired a large amount of bottom chips.

5. Boosting the stock market benefits the economy, so despite increased liquidity, the RMB exchange rate continues to rise. This shows that liquidity injection does not necessarily lead to a decline in the exchange rate, which ultimately depends on economic development.

Driving up the stock market to boost asset prices is very beneficial for long-term economic development.

In addition, lowering the interest rates on existing loans is equivalent to giving residents tens of billions in benefits annually, which also benefits the economy.

Conclusion: Whether for the economy or the capital market, the most painful period should be over. Look at Hong Kong stocks—the price of Chinese assets has fallen to unbelievable levels, and there should be a valuation recovery next.

Xiaomi Group-W (01810) ranked last in today's gains again, which is totally unacceptable. When the tide rises, you don't lead the gains, and once there's a pullback, you can't hold up at all.

Seriously lagging behind Tencent and Meituan, you crappy Xiaomi, wake up already

Dazi is not doing well, and it seems that next month will mostly be Tesla's moment.

$Apple(AAPL.US) Should I throw away the outdated Apple models at home?

Playing tricks in front of the market often leads to more failures because there are too many smart people in the market. Moreover, with so many tactics, how few would know about them? Playing against the market, especially against the smart and resourceful people within it, is something we ordinary folks simply can't win at.

Throughout the year, there are always periods of significant gains or losses, as well as continuous rises or declines, but these don't occur too frequently. Such market movements might make us quite happy or quite frustrated, but over the long term, they don't significantly impact annual returns. What truly affects our returns are an impatient mindset and disorderly trading.

Instead, adopting a strategy of 'holding stocks for dividends, reinvesting dividends, continuous fixed investments, and dynamic balancing' might help us maintain our own small piece of the market.

"Hold stocks for dividends and wait for extremes." Opportunities are prepared for those with a system.

Maintain the views on Ping An and banks as expressed in recent posts.

On big rally days, I prefer not to say much—leave the glory to the "Stock Gods."

For detailed strategies, see the summary post: webpage link

………………

$SSE Composite Index(SH000001)$ $CSI 300(SH000300)$ $Ping An Insurance(SH601318)$

TCEHY Tencent Holdings: Expected to repurchase over HKD 100 billion worth of shares in 2024.

有个问题，支付宝每年交给阿里的钱占阿里利润多少？

最近看到一个新闻，黄金价格每克快到 600 元了。黄金这么多年不断上涨的原因就是物以稀为贵。全世界黄金总量大概 2 万吨，每年大概新开采几百吨。按照目前 600 元每克计算，黄金的总市值大概 12 万亿元，相当于六个茅台的市值。

对于投资者来说，除了黄金，还有一种稀缺的资产也值得关注，那就是长江电力。长江电力拥有世界上最大的十二座水电站，其中五座属于长江电力。其他那七座都没有上市，都是非卖品。

水电是一种永续的资产，这与黄金的特点有些相似。而长江电力作为水电行业龙头，具有稀缺性和持续性的特点，这意味着投资长江电力可能会收获不错的回报，其中包括每年安全增长的分红回报，以及稀缺性的溢价。

相比于风光电站，大型水电站具有良好的调节能力和寿命优势，与黄金不同，水电作为实物资产，具有更强的投资价值，可以被长期收藏和持有。目前，国内中小型水电站上市的总市值也不超过 5000 亿元，因此对于持有水电股的投资者来说还是比较不错的。

总之，对于想要投资稀缺资产的投资者来说，黄金和水电都是不错的选择，但是要牢记风险与收益并存，需要根据自身风险承受能力做出明智的投资决策。

大家好，作为一位长期关注投资论坛的投资者，我今天想和大家谈谈房地产崩盘的问题。

首先，有些人可能觉得房地产崩盘不可能发生，但我想告诉大家两个事实。首先是国内的房屋总建设量，包括在建、已售出和未售出的存量，已经足够二十多亿人居住了。其次，全社会总负债额高达三百多万亿，这是中金公司的统计数据。高昂的房价锁住了大量水钱，整个房市就像一块被水发胀的面包，稍微一碰就会溃烂如泥。这些数据表明，房价跌落的可能性是很大的。

其次，北上广深是我国房地产市场的山巅，也是房价崩盘的多米诺骨牌阵的最后一张骨牌。北上广深房价的溢出效应可能导致其他城市的房价也出现大幅度下跌，给整个市场带来冲击。

因此，我认为我们不能对房地产市场的崩盘问题掉以轻心，必须认真看待和思考。在投资时，我们需要理性思考，避免盲目跟风和冲动投资。谢谢大家！