Blackjack212

Today's big drop, I added to my position in A-shares again. I reduced my position at the highs in month 23, and this month I've been gradually buying back during the big dip.

Big A broke through 4k, and US stocks are almost near the lowest point from last November. Planning to add some positions. Will wait and see in April if there are any lower levels.

Last night, my dad told me that my grandfather was arrested and tortured in his youth by the famous 76th Intelligence Agency. The TV dramas "The Wind Chasers" and "The Pretender" are adaptations of related historical events. I was quite surprised. In the future, when I go back to Shanghai, I really want to visit the archives and the Financial Museum to learn more about the historical events. I had no idea about this before.

Recently, the market trend simply replicates the mid-2022 movement. Those with insight can observe the late May to June and the oscillating trend from June to July of 2022 as a reference; oscillations can also generate some profits.
The trouble is with the Nasdaq's trend. In late February, a mild rebound was still expected. But in March and early April, the outlook is not optimistic. Over the past month, the Dow hit new highs, but the Nasdaq did not. This is a typical divergence between markets of similar types. Only after the risks in tech stocks are fully released will cryptocurrencies be

Let's chat during the live stream tonight, the market is quite boring.

Many industry leaders have outlined the core issues for next year: China lacks chips, the US lacks electricity, and the global lacks storage. Let me share my views. Several sectors to watch for continued growth in the big A-share market next year:
Non-ferrous metals, solid-state batteries, commercial aerospace, robotics, autonomous driving, data center-related CPO liquid-cooled power supplies, PCBs, etc.
Among these, non-ferrous metals, solid-state batteries, and data center-related fields have actual performance support.
Robotics and commercial aerospace might be driven by sentiment speculati

After reviewing a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a real bubble burst. Compared to the last round of the internet bubble, the current AI Primary Market investments are similar to those in 1999, while the Secondary Market resembles 1998, and the actual market demand is akin to that of 1996-1997. Even the CEO of Alibaba stated in the earnings call that there will be no bubble crisis within the next three years.
So I still feel that Ameri

After looking at a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a true bubble burst phase. In comparison to the previous round of internet bubbles, the current AI Primary Market investment is akin to that of 1999, while the Secondary Market resembles that of 1998, and the actual market demand is similar to that of 1996-1997. The CEO of Alibaba also expressed in the earnings call that there will be no bubble crisis within three years.
So I still sub