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13 pages

Investment

XiaoMi’s “New and Old Replacement” and defensive battle with the electric vehicle sector

Worrying Mindset: Holding onto stocks persistently, observing calmly like a Buddhist, and paying attention to the fulfillment of “ecosystem premium.” I. Market Overview: From 2025’s “Mania” to 2026’s “Consolidation” 2025 was a strong year for the Hong Kong stock market, with the Hang Seng Tech Index rising by 23.45% throughout the year – its best performance since inception. However, as we entered January 2026, the market transitioned into a clear pattern of “two upward trends and one pullback.

Big Tech Dominance in the U.S. Stock Market Intensifies: The Top 10 Companies Account for 40% of Market Capitalization, Is AI a Bubble or a Revolution?

Analysis of NVIDIA’s “Play” Worth a Billion Investment The global capital market is witnessing an unprecedented wave of centralization in 2025, centered around artificial intelligence (AI). This narrative not only reshapes the tech industry’s landscape but also exacerbates wealth inequality on Wall Street. The former “Magnificent Seven” no longer adequately describes today’s dynamics; the market is now dominated by a handful of super winners. This article will delve into three key questions:

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

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.

Sometimes you need to learn how to interrupt.

Everyone has their own life trajectory, so the concept of “being a good teacher” often seems superfluous in adult circles. Worldview Our life’s journey begins with vastly different formative experiences, these experiences converging and flowing like rivers to ultimately shape our unique life paths. Each story, each choice, weaves together and merges within our minds, solidifying into our perception of the world – our worldview. What you’ve witnessed as tragedy may be merely a story in a book to another person.

Daily Musings

Using AI too much, we start thinking of AI for everything – often, learning new developments is more reliable with search engines plus official project documentation. Hong Kong stocks entered on the dip, encountered a pullback, and then just randomly traded, resulting in basic losses. Strategy Trading Not necessarily to actually practice and make money, but rather to improve my own abilities through learning. I don’t believe in these trading indicators; I mostly trust the national fortune (luck) and investing in broad market indices via a buy-and-hold strategy.

RWA (Real World Assets) and Web3: A New Bottle of Old Wine?

Driven by the tide of technological innovation, RWA (Real World Assets) and Web3 have become hot topics in the financial industry. Traditional financial institutions – once regarded as conservative and stable giants – are now actively embracing these emerging concepts, vigorously promoting the development of RWA and DeFi (Decentralized Finance). However, behind this technology-driven transformation lies a core question worth pondering: Are these dazzling new concepts truly disruptive innovation, or simply giving traditional financial businesses a “new look”?

HKSG Flash Crash Sell-Off Case

[The company recently raised capital in the Hong Kong market](Nine Fang Zhi Tu.pdf), this fundraising is similar to Xiaomi’s operation, and this article breaks down the details. –> Nine Fang Intelligent Investment and Sales Interpretation What are the fees associated with participating in the offering; when can these stocks be sold, what other important information is contained in this document? ✅ Fees Associated with Placement This placement activity is a pre-existing shareholder first, then new placement method, targeting new investors (placements), does not involve retail investor subscriptions, therefore: