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10 pages

Hong Kong Stocks

The dilemma of trading: difficult to get on the left (short), difficult to follow up on the right (long).
  • Left-side trading is difficult to execute, and right-side trading is also not good. Xiaomi’s buyback, Lei Bao’s (Lei Jun’s) own buyback, caused the stock price to rise sharply, stabilizing above the 40th level. Alibaba’s financial report saw a significant drop in net profit, and the market predicted that the intensity of takeout subsidies would decrease, leading to a large surge in Meituan’s stock price (6%). The capital logic of AI is not closed, it’s not previous business; first grab users, run around, then slowly make money. AI’s continuous costs cannot be reduced – hardware plus electricity.

Global Stock Markets Plunge for Days: Fed, AI, and Quantitative Easing
Still doing nothing, Xiaomi didn’t fall below my current price level. It has fallen consecutively for two days, and was finally stabilized by a buyback. The US market last night was interesting – it started to rally, but the next day it completely crashed. Today, both A-shares and Hong Kong stocks are basically worthless. At this point, falling so much is actually good; I d

Hang Seng Index Crash, Meituan Considering Exit? Examining Xiaomi, Alibaba, and Meituan’s New Valuation Anchors Through “Ecological Premium”
Recently, Xiaomi’s third-quarter financial report was released, with little expectation beyond the usual. The US situation is unsettled, Hong Kong stocks have recently experienced liquidity stagnation, and the Hang Seng Technology Index has retreated significantly. As a major participant in the food delivery war, Alibaba, which bears the highest e-commerce taxes, hasn’t generated much discussion online. I don’t remember if I wrote any previous articles, when I bought Xiaomi, I didn’t really think about what supported Xiaomi’s market capitalization at that time – perhaps after watching too many TikTok-related videos?

Vacation Watching Games: When T1 Becomes an Impenetrable Mountain for the LPL – What “Macro + Industry” Negative Factors Does Xiaomi Face Again?
No trading activity within the venue; we’re currently awaiting next month’s financial reports. Taking a half-day break this afternoon – nothing particularly noteworthy, just wanting to rest and recharge. Years Have Passed It’s been a long time since I last watched League of Legends (LOL) matches live, and suddenly it feels like four or five years have passed. As I’ve mentioned in my

Attempt AI analysis of subsequent holdings operations.
Monday saw no panic sell-off, but the entire week was marked by a persistent downtrend, like a dull knife slicing flesh – a slow, gradual decline over the course of seven days. Disciplined Trading Yesterday afternoon, two new short positions on Xiaomi were added, with the original plan to sell out at the end. However, when I saw a slight loss in the final position, I hesitated and didn’t want

Black Swan Goose Returns
Previously, investors focused on financial news. Since Trump’s return, they also needed to pay attention to his Twitter (a private version). The trade war continued to escalate, leading to a sharp decline on April 7th, which was quickly followed by a rebound. This time, though, are people still willing to jump in? Background Review On April 7, 2025, following the impact of the U.S. implementation of an “equivalency tariff” policy, global stock markets experienced a “Black Monday.

From Meituan’s Losses to Bond Mismatch
In the turbulent and unpredictable stock market, we often use faith and expectations as our compass, attempting to navigate through the fog and reach the shores of wealth. However, when our voyage deviates from the guidance of the compass, it’s easy to lose direction, even to run aground. This essay is about one such journey, beginning with an unwavering obsession with Xiaomi, which rose and fell repeatedly amidst the waves of capital.