$MIDEA GROUP(00300.HK) It has basically stabilized after this round of decline, but it's still quite resilient compared to the broader market. I wanted to follow in as soon as the rating was upgraded, but I hesitated a bit when it surged. Although the policy environment is quite friendly, to be honest, home appliance consumption hasn't fully recovered. I'll just do some swing trading in the short term, not daring to hold on stubbornly.
This wave in oil and oil shipping is really something to behold. $CNOOC(00883.HK) and $COSCO SHIP ENGY(01138.HK) have been taking turns hitting new highs recently, pushed by a combination of geopolitics, oil prices, and freight rates. Jumping in now feels like chasing at a peak, but missing out is equally frustrating.
$PETROCHINA(00857.HK) can still ride the hype from a major discovery, while $SINOPEC CORP(00386.HK) has been lackluster, almost like a background character. On the other hand, Asia Satellite Telecom $APT SATELLITE(01045.HK), with its uneventful price movement, is a matter of luck whether to cut losses or not.
For those holding these resource and energy stocks this year, emotions probably change three times a day: fear of a drop, fear of missing out, and fear that the bull run is ending—you really want to just lie flat, but you still can't bring yourself to get off the ride.
The new energy sector is really hard to describe in a few words. FSLR and CSIQ have been taking a beating again these past two days, especially Canadian Solar, which has almost halved in three months, catching up with the A-shares. Although there's some anticipation for the new business, the market is simply not giving any face right now, feels like a whole basket of people are cutting their losses. But on the other side, GE Vernova is like it's on steroids, doubling within the year. Has all the money gone to AI+power consumption? New energy is being dumped like a rat crossing the street now, can only silently chant in my heart: the wheel of fortune turns, quietly waiting for the next cycle.
Oscar Health and Webull have really been bleeding recently. OSCR has continuously broken through support levels, which is anything but “healthy.” If the earnings call doesn’t bring any pleasant surprises, I’m really afraid it won’t hold. As for Webull, it’s been cut in half over six months. Who hasn’t been asked “Haven’t you cut your losses yet?” With the stock price hitting new lows, even the die-hard fans are probably about to go bald from the stress. In this market, while watching, you comfort yourself by saying “long-term investors need to have a big heart,” but in reality, your heart has already been broken several times…
Recently, the rare earth sector has heated up again. Although MP Materials is not a simple "chip stock," it has strategic significance. Its core role in the U.S. rare earth supply chain makes its stock price no longer a topic that small retail investors can ignore. Policy winds change quickly, and this stock's valuation is also packed with expectations. Those looking for long-term allocation need patience to watch the fundamentals unfold.
Today I checked my holdings, and energy stocks quietly made a fortune again. Vista Energy directly hit a new high for the year, and UBS also surged.
My high-dividend stocks like PAA can only passively collect interest, and missing out on VIST is just envy.
JinkoSolar has been a bit confusing recently, with the photovoltaic sector plummeting. Beginners should stay away. The biotech theme has fallen back into a bear market this year, and Summit seems to have trouble even after BLA approval. All I can say is, this market is full of bulls and traps, and I haven’t found a way to climb out yet.
Constellation has been quite resilient recently, with a slight rise before the earnings report, probably because many people are eyeing that premium beer. Wells Fargo raised the target price again, saying earnings are likely stable, but revenue is still declining, so don't expect any new highs. The market is so competitive now, to be honest, this kind of steady cash return is much more reassuring than chasing concepts every day. Anyway, no messing around before the earnings report, just keep being a passive shareholder.
$CCB(00939.HK) has been stable but a bit boring recently. This traditional blue-chip stock won't make big moves no matter how much news there is.
After all, as the saying goes, sharp rises and falls seem to have nothing to do with it. Holding it is just for a safe pension fund - there's really no excitement in short-term trading.
$COFCO Sugar (SH600737)$ Toutiao's Tunhe official flagship store opens a lucky bag every 15 minutes, with the prize being tomato sauce worth 19.9 yuan. I was just observing the number of people in the live stream room and casually clicked, thinking it was just a sales gimmick by the merchant and that the winners were insiders. To my surprise, I actually won, and it even included free shipping.
After observing for a while, I noticed that Tunhe's hosts are quite attractive and highly professional, with well-prepared and persuasive materials. The conversion rate from viewers to buyers is very high.
The problem is, the number of viewers is very low, peaking at around 60, while competitors like Guannong usually have hundreds, peaking at over a thousand. The gap is just too big.
The main reason is probably what a netizen mentioned last time—people don’t know what Tunhe is and think it’s just a small private factory. When they search for tomato sauce, they just scroll past it.
There are also a few other stores with "Tunhe" in their names that don’t mention COFCO. Is it the arrogance of a state-owned enterprise not allowing subsidiaries to use the parent company’s name? It’s really hard to understand why they wouldn’t use such a golden brand when they have it.
Li Auto is not even as good as XPeng. XPeng hasn't launched an extended-range model yet, and there are still expectations for XPeng's extended-range and low-altitude models. However, XPeng has already risen 64% in the past month and a half, and it's unclear what will happen next.
