Rate Of ReturnJD Industrial is here, with ample stock, let's go!
$JD INDUSTRIALS(07618.HK) JD Industrial starts subscription today, and the deadline for subscription is next Monday morning. The volume is huge, with a total of 100,000 lots publicly issued, which is worth paying attention to. Many people believe that stocks with large volumes are not good, and only those with small volumes can make big money.
Actually, this is not the case. Stocks like Zijin Gold, Chery Auto, and Hengrui Medicine$HENGRUI PHARMA(01276.HK) with large volumes have all brought profits to investors.
Moreover, the profits from IPO subscriptions, when tallied, are ultimately contributed by these high-volume stocks. After all, for low-volume new stocks, you might only get one, and even if the single stock rises significantly, its contribution to the final return is limited.
Today, the subscription deadline for Zhuoyue Ruixin and Naxin Micro is approaching. I went all in on Zhuoyue Ruixin$ABLE DIGITAL(02687.HK) and gave up on Naxin Micro.
After the funds from the previous four stocks are released, I can participate in JD Industrial and Baoji Medicine. These two are conflicting, so funds need to be allocated.
In terms of price increase, JD Industrial is expected to underperform Baoji Medicine. However, considering the subscription rate, the absolute return of JD Industrial is expected to be higher than that of Baoji Medicine. I plan to allocate more funds to JD Industrial.
Today, A-shares continued to decline, with a median increase of -0.91%. 1,443 stocks rose, while 3,876 stocks are still waiting to rise. Today, only one grid trade was triggered passively in A-shares:
After checking today's news, I saw that two departments issued a document promoting the integration of aviation and cultural tourism, which might be slightly related to today's surge in Tourism ETF. I have a small thought: the essence of grid trading is still diversification; the more industries you cover, the more likely some will hit short-term hotspots and trigger sales; those that don't can continue to accumulate shares and wait for the next hotspot.
ETFs and convertible bonds are still not traded frequently enough, and the variety is still too limited to take advantage of the recent volatile market. I'll spend some time in the next few days selecting new varieties to see if there's a chance to add them to the portfolio next week.
This year, A-shares added 25 million new accounts, exceeding last year's total. If you still remember, account openings surged in October last year, and brokerage managers were extremely busy; the continued growth this year indicates that the data is still good.
UBS Securities, Morgan Stanley, JPMorgan Chase, HSBC China, and Goldman Sachs have recently expressed optimism about A-shares' performance in 2026. Let's wait and see.
Hang Seng Healthcare has been adjusting downward again recently. Actually, if your position is not heavy, setting up a grid for Hang Seng Healthcare at this level is quite comfortable. However, I know many friends have suffered losses from Hang Seng Healthcare in the past two or three years, and their positions are likely not light, making it tough for them recently.
Although it has risen 92% from this year's low of 0.331 to today's close of 0.635, the peak was 1.249, and today's closing price of 0.635 represents a 49% drop. If your floating loss is within 20%, your performance is relatively good.
U.S. stocks have been consolidating upward recently, which is quite comfortable. Many of the trades from the past week or two are slowly being sold off. There are many U.S. stock grid varieties, and trades are very frequent, with four or five grids triggered almost every night, and it feels very steady. If there are good varieties in the future, I will continue to them.
The scale of U.S. money market funds has reached a new high of $8 trillion. There's no way around it—their interest rates are higher, and they can also participate in the long bull market of U.S. stocks, so many funds are finding ways to get involved.
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