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.
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?
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.