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文宇investor Male ID: 102683083
对股市有个人的专业分析方式和方法 超过10年投资经验,有一套属于自己的研究方法
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    $Apple(AAPL.US)$ 1. Entering the wrong market means entering the stock market in the wrong direction, at the wrong time, and at the wrong point.
    2. Failure to advance means adopting a conservative wait-and-see approach of not entering the market when it should have been entered.
    3. To slip away is to leave the market in the wrong direction, at the wrong time, and at the wrong point.
    4. Loss is the practice of holding on to positions for a long time when it is time to sneak out of the market.
    5. Overcapitalization, that is, exceeding one's safe investment quota or exceeding one's safe leverage borrowing quota to trade stocks is also called a position that is too heavy.
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    $Lucid Group(LCID.US)$
    With 7,000 mass production capacity, orders of 35,000 vehicles can be produced for 5 years.
    If the average sales price is 10w for one vehicle, the profit margin is 20%, the profit for one car is 2w, and 7,000 vehicles would be 140 million dollars a year. If it can support 10 times PE, Lucid's market value will be 1.4 billion.
    Now, Lucid's market capitalization is 18 billion, and the stock price is 10.8 billion. If you calculate the market value of 1.4 billion dollars, its current stock price is only 0.84 dollars.
    For example, Lucid can solve supply chain problems and achieve the beautiful wish of 50w annual production capacity by 2030. Well, the production capacity is 70 times what it is now, and the stock price is 70 times that of about 60 dollars.
    However, it is impossible for a car with a production capacity of 500,000 to average a 10w knife. It is estimated to be an average 4w knife, so the stock price should be discounted by 40%. In other words, the stock price in 2030 will be $24.
    To achieve this goal, it is best for Lucid's boss to resolve the current complicated international situation first; otherwise, there is no way to talk about production capacity. Furthermore, Lucid should transition to hydrogen energy vehicles as soon as possible, because starting from the first principle, hydrogen energy is the future of new energy; electricity is simply excessive.
    At the end of the day, my conclusion is that if Lucid is lucky, it can close its doors after 5 years after the order has been placed for 35,000 vehicles. If you're unlucky, you'll be dead within five years.
    The above conclusion is valid for all new tram manufacturers other than Tesla. The analysis is for reference only and is not an investment suggestion!
    $Rivian Automotive(RIVN.US)$ $Tesla(TSLA.US)$
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    After breaking 17,000 from the first trend line, the Hong Kong stock market once again fell below the second trend line support level of 15600. There is a state where the decline is expanding. It is really difficult to determine where the bottom is. There is a trend that overturns the past. We can only use the regional low as a warning line. Currently, we need to get close to 10,000 points. Let's set it to the 106,090 range first! Well, I personally think the decline in the Hong Kong stock Hang Seng Index (QQZS|HSI) $ will attract attention, because there are many H shares in Hong Kong stocks, and the fall of H shares will lower the share price of our major A shares. For example, China Mobile Hong Kong stocks, China Telecom Hong Kong stocks, China Petroleum Hong Kong stocks, etc., there are also many H-share companies listed in Hong Kong. If they fall again, it will affect the stock prices of listed companies on the $Shanghai Stock Exchange Index (SH000001) $, such as creating a supplemental effect. Or A-shares corresponding to the Hong Kong stock index will not fall, it is very likely The impact fell below the previous low of 2,863 points. This is something we need to pay attention to, because the current downward rebound did not come close to touching this area. If the rebound failed, it would probably fall below 2,863 points. Theoretically, if falling below 3 days did not reverse effectively. Theoretically, the next support level should be in the 2400 and 2,500 ranges. Seen in this way, the support strength is still stronger than the Hang Seng Index. Needless to say, the bear market is all personal technical analysis, for reference only, and not for any operational suggestions. $Tesla(TSLA.US)$ $BABA-SW(09988.HK)$ $MEITUAN-W(03690.HK)$
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    This week the 2022 United States Midterm Elections were in full swing. Based on our mooer's vote result, more than 80% of users believe Republicans will be the winner.
    According to Fortune, health care and big tech tend to be favored by Republicans, and clean power stocks will benefit from Democratic control.
    Chart 1:
    A leading pharmaceutical headquartered in NY. According to a Cowen analyst, Republicans have traditionally been m...
    Guess the stock S13|Identify stocks affected by Midterm Elections
    Guess the stock S13|Identify stocks affected by Midterm Elections
    Guess the stock S13|Identify stocks affected by Midterm Elections
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    $Hang Seng Index(800000.HK)$
    From what I've seen so far it appears that China is changing its "zero-covid" policy. There are a few headlines below pertaining to the subject. It seems like the policy is shifting towards the idea of living with covid rather than completely eliminating the virus. Travel restrictions are easing by reducing the quarantine period for travelers and close contacts of infected p...
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