Live voice broadcast summary of Niu Cat

Live summary of Unit Community 2021.4.2
1. The conch cement organization did not run, but the problem is that there is no one to drill in. now the preference of public offering institutions is very important, you may not look like a white horse stock, but many institutions do not have it, so does conch cement. The fundamentals are fine, but now there is no one to lift the sedan chair. Sany heavy Industry is a little better than it, the performance is good, and some people praise him.

two。 Longji shares wanted to be included at the end of December, but he rose too sharply. Longji also rose at the end of last month. Fortunately, Weir shares did not rise much. I looked at its fundamentals without any problem, but it was a bit expensive, but his performance last year increased by 1000%. It should be the largest chip stock by market capitalization of A shares at present. If you haven't bought it, wait for a pullback. I don't think the chip sector will keep rising. I often go back after a few days. I don't think it's called making money if it doesn't go up by 50%. I'll take it for a long time. Don't worry too much about short-term fluctuations.

3. Focus Media is a bit miserable. Now the educational institutions outside are restricted, and a lot of focus advertisements are educational. I don't understand Shuanghui. I don't think it should have fallen like this. But I already have Pastoral, so I won't buy anything else. Yanghe this wave is really a little rubbish. I have always wanted to change it to Luzhou old cellar. Last time I ordered 800jin wine is the national cellar 1573, their wine is very expensive, the most expensive is more than 30,000 a jin, the cheapest is more than 1800. If you don't sell it to the outside world, they really want to save your face. I bought more than 800 jin and 1 million yuan, and its wine volatilizes 0.2% every year. I think ok

4. Shunfeng Holdings, I think it should not be bought recently. I think it has been resold by large institutions recently. The growth of Oriental Wealth is very ok, but my data here in the first quarter is not very good, so I fell back. El Ophthalmology cost me about 62, 82 and 56. They are going to order an increase soon. What I most want to sell is China Ping an and Poly Real Estate.

5. The overall market trend, I think this wave has not been adjusted, it will have to fluctuate. It has risen by 20% in the past two years. With A-share urination, it is unlikely to rise for three consecutive years. If it falls to 3300 in the later stage, it is possible to make some money, but now there is no liquidity problem. It is unlikely to plummet below 3000. China's private financial channels are shrinking. P2p5 trillion big plate, I think at least half of them will come to A shares, and trust will not work. Originally, they have to rob 10% and now 7%, so they can only come to A shares. I think they will see 5000 points in 2025. Under the shock this year, they will continue to rise next year, and now it is the stage of consolidation. In a few years, you will sigh why you don't buy more below 3500 points. Why don't you buy more when you say 2000 o'clock? I bought Maotai for 3 months and fell by more than 20%. I originally bought 660 points and fell to 530, but now it has risen to more than 2000. You'll think, hey, there's no difference between 660 and 530, the system is offline...

6. Show another account login my account I was kicked out, can you hear me? (always on and off the air) said to his wife: your mother logged on the account and kicked me out. What's more, I boarded in and saw my grandmother. I went crazy. Oh, my God, I'm crazy. I can't see the bullet screen. I'll ask my partner, is there a sound? but I can't see it. I'll tell you a funny thing. I used my mother-in-law's cell phone to broadcast live. Later, she saw her live broadcast and turned on the camera. As soon as I saw my mother-in-law's face, I almost squirted water out. Ha, ha.

7. BYD can buy, Hillhouse Capital has set up about 10%. Shanghai Airport, wait for the performance to recover, don't think about making money in the short term, it depends on the reversal of performance. East China Pharmaceutical is not the same company as the company I originally wanted to buy. It is now beautiful. If you buy a medical track, buy Aimei, Midea, it is really a bit uncomfortable to pull back, but I think it is still within the normal range. What annoys me is that a very good company comes to me when it falls by 20% to 30%. I think it is normal for a good company to fluctuate by 30%. If you look at Apple, Tencent, Meituan, they are all very normal, as is the case with Sany heavy Industry and Wanhua Chemical. I still put it in Mao 20, that is, I recognize its value.

8. Is Longji shares poisoned milk? I am waiting for a purchase point of 80-82 yuan. Carbon neutralization is China's national policy. Gao Ling bought 15 billion of Tongwei shares (photovoltaic second). It only bought 1 billion of Tongwei shares (photovoltaic second). It can be seen that you are optimistic about Longji, one industry you buy the best company, do not buy other companies, it will be much worse, for example, if you look at Maotai and other stocks, if you do not know Maotai, you will feel that Maotai is cheating and it is the same on Muyuan shares. So when I buy stocks, I usually buy the best one instead of the one at the back.

9. General Strategy Medical, if you buy Ayre Ophthalmology, don't buy General Strategy Medical. The logic is middle-class consumption upgrading. This company is also a long-term ok. Yanghe sells it now. Don't worry. If you look at Yanghe in the liquor plate, I feel like eating shit. Zijin Mining. I think the non-ferrous market is over, including electricity and coal. I want to cross Niu Bear when I do Mao 20, but Zijin Mining has a strong cycle. Shuanghui fell a little too far, don't cut meat, Haitian flavor industry, take it, I earned 50% this wave fell to the lowest earning only 2%, it is very stable, and it is in the case of no price increase, want to make money do not buy Ping an, Conch cement, Agricultural Bank of China and so on, Gao Shuanghui all automatically removes rights, Hualan biology, Gaoling capital cost line, but it buys very little, maybe less than 1%, it is not the main direction, Sany heavy industry No problem, it fell along with the white horse stock, do not make up for a reason just because the stock price has fallen. In the past, I bought more than 90 and fell to 72. Every day, people asked me if I was going to be finished and changed the Muyuan into a grave. Oh, there is no problem when it goes up at last, and so is Shunfeng. Food and beverages are killing valuations now. Look at my original official account. I said it was a little overbought, but I didn't expect it to fall like this. Years ago, I was praised, and every day after the new year, people scolded me, and all kinds of strange people came, and some people said that I had a high school education. Ah, just say that the pressure of investing in stocks and being a big V in stocks is like the difference between Maotai and Maotai. Golden Dragon Fish? I will not buy secondary new shares. Every time the ban is lifted, its valuation will be revalued. Can I still get on the bus at more than 3000 points? In the short term, I think there is a pullback, but in the long term, I think there is no difference. In 2025, I think the probability of 5000 points is as high as 70%. B é al, a good k-line is in line with aesthetics, Alibaba，I think there will be a hole in the future and will not buy it. Let me have a look at Xiaomi. I like Lei Jun. I think he is a very pure entrepreneur. Tencent Music? I do not like, there are particularly hate Tencent music, for example, I searched a song by Jay Chou, I searched a big circle, it told me that it can only be played on Tencent Music app, not on the web page, why the special code is not allowed to play, why let me check a big circle, you just say you can't click on it, ah, several times like this, damn it, Jay Chou doesn't listen to it now, Tencent music is stupid! I think Jay Chou has fewer fans because of Tencent Music. I dare not buy this share price of pinduoduo. I have more than 1 million Bitcoin, but I dare not buy too much. Their financial income is as high as 8%, and the good guy's trust is only 7%. Yili, take it, it's like that, 51 yuan is definitely not a big top, he will definitely go back, don't play options, stock index futures are positive games, options are negative sum games. Hengrui Pharmaceutical is now in my cost line again. It is very powerful. If it falls to 75, you can buy some more. If this kind of company does not panic, Wanda movies, I will not eat back the grass, and the beautiful Shunfeng do not need to panic. Who else can you trust if you can't hold a-share company in the United States?. Lixun Precision, did not expect to fall like this, with the purchase partner sorry, its valuation is not expensive, the day I included said that the League of Nations industry and commerce has political risks, Fuyao glass, take, Zhifei biology, is the company that I most want to go back to the grass, I found that in the end, the whole country has to be vaccinated, I may go back to the grass, you may not sell, Apple alone accounts for 80% of the profit, and the remaining 20% is Android.

If Lixun Precision is abandoned by Apple is a thunderstorm, dare not buy, Zhaoyi innovation, I prefer Weir shares, BYD this position can be bought, although the first quarter performance is a bit shocking, Shandong medicine Bok line does not like, Sun Paper is not as good as buying Shunjie soft, I rely on Zhongshunjie soft is not paper grass, Ningde era, BYD, choose one of the two? I prefer Ningde era, alcoholic wine, stop it, liquor faucet, drive the liquor plate up, almost brothers go to bed early, I seldom broadcast on weekends, it's almost 12:00, I wish you Ching Ming Festival happy.