大曾子和酥妻
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The A-share market is much cuter than the Hong Kong stock market. Look at how the A-share market's Alibaba Health concept has already gone crazy, while the most authentic entity remains unchanged [crying]
$BNB $BTC $ETH
$BNB $BTC $ETH
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商业航天，这几天一些人不敢炒航天的，去炒了商业[允悲]。
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China's trillion-dollar surplus is in goods, while its service trade deficit is 180 billion dollars. Some transactions between multinational companies and local OEMs in China's free trade zones should not actually be counted as a surplus. More specifically, the 'current account surplus' over the past four quarters is 650 billion dollars.
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看来市场只看中金公司一个板。
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说是去港股IPO的公司，现场递交材料时打印机不够用了，最好自带打印机。
现在可以使用AI审核材料，应该比人靠谱，效率也高，这样就没必要打印那么多份吧。
现在可以使用AI审核材料，应该比人靠谱，效率也高，这样就没必要打印那么多份吧。
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无论是元朝还是清朝，对中华民族而言都是实实在在的，都是中华民族历史的组件，哪个朝代有哪个朝代的得与失，不能因为失多得少就否定其存在及其存在的意义。
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后天期指交割，今天多头发力，厉害[good]
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For companies comparable to the American Seven Sisters, I can confirm 2.5: Huawei, ByteDance, Alibaba (0.5)... Are there any companies you can confirm? Feel free to add.
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这段时间无论指数涨跌，个股都是跌多涨少，原因是量化主导的微盘股在持续下跌。
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讲好“股市叙事”是讲好“中国故事”的重要组成部分。
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Only by viewing the chart with a hunting perspective can one understand the trend of this stock.
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准备今年的私享会，不知为什么，时不时的会感觉到“伤感”。
想到投资者经过千辛万苦等来的“牛市”，很多人依然没有获得感。
想到我们这些股市参与者什么时候可以“对自己好点”。
想到2026投资可能更难。
这一次私享会……想说的很多，而且内容与过去大不相同。
想到投资者经过千辛万苦等来的“牛市”，很多人依然没有获得感。
想到我们这些股市参与者什么时候可以“对自己好点”。
想到2026投资可能更难。
这一次私享会……想说的很多，而且内容与过去大不相同。
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Today, the IC500 and IM1000 fell over 2%, which should be attributed to quantitative factors, also proving that the expectation of the policy to 'limit quantification' is taking effect.
This can also explain why the market is performing so weakly. Given the current A-share market environment, dominated by the 'hunter mentality', hunters will not miss any extreme 'prey sentiment'. So how will they 'repair the road while secretly crossing the river' this time? This is worth our serious consideration.
——Thoughts while preparing the 2026 Hong Rong private sharing session PPT [允悲]
This can also explain why the market is performing so weakly. Given the current A-share market environment, dominated by the 'hunter mentality', hunters will not miss any extreme 'prey sentiment'. So how will they 'repair the road while secretly crossing the river' this time? This is worth our serious consideration.
——Thoughts while preparing the 2026 Hong Rong private sharing session PPT [允悲]
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This weekend will hold the 2026 Hongrong Private Meeting. To be a bit selfish, if the market trend is weaker this week, I can be a bit bolder when speaking, which is easier to discuss [允悲] .
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The retail investor was thrown off the car, and there is this reaction, unfortunately, the driver is not a close relative.
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The stock price of gold stocks cannot keep up with the price of gold;
The stock price of real estate stocks cannot keep up with housing prices;
Can the stock price of securities companies outperform the stock market?
The stock price of real estate stocks cannot keep up with housing prices;
Can the stock price of securities companies outperform the stock market?
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Will reducing export tax rebates affect our export competitiveness?
In 2025: The total export tax rebate in the first 10 months reached 18121 billion yuan, a year-on-year increase of 6.9%; the export tax rebate in the first three quarters was 17018 billion yuan, a year-on-year increase of 8.6%.
In 2024: The total export tax rebate was 19281 billion yuan, an increase of 12.6% compared to the previous year.
In 2025: The total export tax rebate in the first 10 months reached 18121 billion yuan, a year-on-year increase of 6.9%; the export tax rebate in the first three quarters was 17018 billion yuan, a year-on-year increase of 8.6%.
In 2024: The total export tax rebate was 19281 billion yuan, an increase of 12.6% compared to the previous year.
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Offense is the best defense; to stabilize the market, one must not only support but also uplift.
The stock market is like this, and so is the real estate market.
The stock market is like this, and so is the real estate market.
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The expectation for the market is that the policy will provide a floor, but in fact, the best expectation management is to have certain incremental policies, rather than possibilities. The policy not only provides a floor but will also pursue victory.
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Possible scenarios for the future A-share market:
The market may see a large number of 'zombie stocks' (extremely illiquid and ignored) and a few 'colluding corrupt stocks' (maintaining stock prices through false prosperity or benefit transfers). In such an environment, quantitative trading may become a tool to assist major funds in unloading stocks or manipulating the market, using algorithms to create false signals to lure remaining retail investors or opposing parties.
The market may see a large number of 'zombie stocks' (extremely illiquid and ignored) and a few 'colluding corrupt stocks' (maintaining stock prices through false prosperity or benefit transfers). In such an environment, quantitative trading may become a tool to assist major funds in unloading stocks or manipulating the market, using algorithms to create false signals to lure remaining retail investors or opposing parties.
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