First write the password, Hong Kong stocks, with 3800, having the courage to either succeed or perish. $GCL TECH (03800.HK)$ , 3800, has the courage to either succeed or perish.
Logic: Highneck Capital leads a 2.4 billion investment.
Whether experts are bullish is not important. What matters most is when those not from the industry bring real money and silver into play.
The historical track record of high-capital is impressive:
Silicon material leader tongwei co.,ltd, subscribed for 0.5 billion yuan in high-level recognition, corresponding to a stock price of 28 yuan/share; currently 44.
Power inverter leader sungrow power supply, subscribed for 0.517 billion yuan, corresponding to a stock price of 57.5 yuan/share; currently 140.
Component integration leader longi green energy technology co., ltd., subscribed for 15.8 billion yuan, corresponding to a stock price of 70 yuan/share. Currently 80.
It can be said that high-level capital has not failed in taking the photovoltaic leader. Their industry awareness is top-notch.
In February this year, Jiangsu Zhongneng and $TCL Zhonghuan Renewable Energy Technology (002129.SZ)$ 、 $LONGi Green Energy Technology (601012.SH)$ respectively signed long-term sales contracts for 0.35 million tons and 0.914 million tons of polycrystalline silicon. Among them, Jiangsu Zhongneng is the key project after this round of Poly-Cunxin's rights issue fundraising.
In the first half of this year, Poly Xin also saw a rebound in performance, with the company's revenue reaching 8.779 billion RMB and a net income of about 2.407 billion RMB for the mother company.
Based on the current valuation and performance expectations, Poly Xin's PE ratio for next year's annual report period is only around 10. It is considered severely undervalued in the photovoltaic industry.
Regarding Tongwei Co., Ltd., the company's revenue and net income have soared in the first three quarters this year.
Logic: Highneck Capital leads a 2.4 billion investment.
Whether experts are bullish is not important. What matters most is when those not from the industry bring real money and silver into play.
The historical track record of high-capital is impressive:
Silicon material leader tongwei co.,ltd, subscribed for 0.5 billion yuan in high-level recognition, corresponding to a stock price of 28 yuan/share; currently 44.
Power inverter leader sungrow power supply, subscribed for 0.517 billion yuan, corresponding to a stock price of 57.5 yuan/share; currently 140.
Component integration leader longi green energy technology co., ltd., subscribed for 15.8 billion yuan, corresponding to a stock price of 70 yuan/share. Currently 80.
It can be said that high-level capital has not failed in taking the photovoltaic leader. Their industry awareness is top-notch.
In February this year, Jiangsu Zhongneng and $TCL Zhonghuan Renewable Energy Technology (002129.SZ)$ 、 $LONGi Green Energy Technology (601012.SH)$ respectively signed long-term sales contracts for 0.35 million tons and 0.914 million tons of polycrystalline silicon. Among them, Jiangsu Zhongneng is the key project after this round of Poly-Cunxin's rights issue fundraising.
In the first half of this year, Poly Xin also saw a rebound in performance, with the company's revenue reaching 8.779 billion RMB and a net income of about 2.407 billion RMB for the mother company.
Based on the current valuation and performance expectations, Poly Xin's PE ratio for next year's annual report period is only around 10. It is considered severely undervalued in the photovoltaic industry.
Regarding Tongwei Co., Ltd., the company's revenue and net income have soared in the first three quarters this year.
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Today's stock market adjustment is not news anymore, Weya's tax payment is the big news. The national dilemma reflected by Weya's tax payment is the most important.
Actually, it's just four words, financial tightness.
The tax avoidance method used by Weya is the mainstream tax avoidance method nowadays, including how Fan Bingbing was taxed back then. If you are familiar with tax planning, you should know that it is done by setting up a shell company to convert high income into assessed tax. With such an operation, the final profit of 100 million yuan may only be subject to a tax of 5 points. In contrast, if it is reported honestly, corporate income tax and personal income tax will be about 45 points.
Who has a bad relationship with money? Normal people would not go through the hassle of filing 45 tax points. Apart from the salaries of corporate executives on the surface. The reason why there were no issues before but now there are problems is because the country is implementing the policy of common prosperity, trying to reclaim the tax avoidance money from the high-income groups.
Do you think Viya broke the law? Certainly, she did break the law, but before it was just brushed off as a minor issue, with no one reporting and no officials investigating. But things are different now, as there is the will to target the wealthy, especially those in the influential fields like livestreaming. It used to be movie stars, now it's live streaming influencers. With the society, both domestically and internationally, cracking down on the wealthy, even though the poor may not benefit monetarily, they are very happy to watch the drama unfold.
So, how does this common prosperity relate to stock market investments? The connection is significant. You need to see the country's determination for common prosperity, what are they emphasizing?
Fairness! Fairness! Damn fairness!
So in the future, there are many industries whose prospects have been cut down by the national policy of fairness. Especially internet-platform companies that have used traffic to generate wealth, such as Alibaba, Douyin Toutiao, and Meituan.
Among these platforms, who is the smartest? It's the Douyin Toutiao system.
I'll explain so you understand. If you haven't watched Douyin videos, you might have heard of this account, Zhang. In just a few months, he has gained tens of millions of fans by filming rural life. Even the People's Daily has made a special comment on it. Some say it's because of his professional filming techniques, while others say that people are tired of the glamorous city life and long for the countryside.
You're all wrong.
This is the most obvious case under the national strategy of common prosperity. The goal is to create opportunities for the grassroots. Only when the grassroots have opportunities, can they represent the majority of ordinary people and have the chance to become the next Zhang. Douyin really understands the national policies, supporting poverty alleviation, rural assistance, and grassroots short video entrepreneurship. In the future, there will be a large number of Zhang-type entrepreneurs supported, showcasing various opportunities and lives in rural areas with tremendous traffic. If you happen to be a short video entrepreneur or live-streaming e-commerce, you should see this trend. This is the policy orientation conveyed by the will of the nation. It is the best trend to start a business in rural areas in the future. Whether it is rural e-commerce or ecological tourism, these are all good directions for the future.
But the will of the nation also requires banks to reduce the yield of fixed-income products and promote comprehensive popularization of equity assets. This is also a method of common prosperity. Only when ordinary people have the opportunity for wealth growth, can this society be healthy. It's not about the rich getting richer through stock market investments, while ordinary people cannot see opportunities.
To grasp the opportunities that belong to you in the next 20 years, one must have a deep understanding of the national policy of common prosperity. At the same time, one must also consider: is it reasonable that Viya's income is in the tens of billions, yet her tax burden ratio is lower than people earning a few thousand in salary?
Is this reasonable?
Okay, let's briefly discuss these topics. If you're interested, we can talk about how the policies of the same world, the capital, and the country can bring us change in the future. $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$
Actually, it's just four words, financial tightness.
The tax avoidance method used by Weya is the mainstream tax avoidance method nowadays, including how Fan Bingbing was taxed back then. If you are familiar with tax planning, you should know that it is done by setting up a shell company to convert high income into assessed tax. With such an operation, the final profit of 100 million yuan may only be subject to a tax of 5 points. In contrast, if it is reported honestly, corporate income tax and personal income tax will be about 45 points.
Who has a bad relationship with money? Normal people would not go through the hassle of filing 45 tax points. Apart from the salaries of corporate executives on the surface. The reason why there were no issues before but now there are problems is because the country is implementing the policy of common prosperity, trying to reclaim the tax avoidance money from the high-income groups.
Do you think Viya broke the law? Certainly, she did break the law, but before it was just brushed off as a minor issue, with no one reporting and no officials investigating. But things are different now, as there is the will to target the wealthy, especially those in the influential fields like livestreaming. It used to be movie stars, now it's live streaming influencers. With the society, both domestically and internationally, cracking down on the wealthy, even though the poor may not benefit monetarily, they are very happy to watch the drama unfold.
So, how does this common prosperity relate to stock market investments? The connection is significant. You need to see the country's determination for common prosperity, what are they emphasizing?
Fairness! Fairness! Damn fairness!
So in the future, there are many industries whose prospects have been cut down by the national policy of fairness. Especially internet-platform companies that have used traffic to generate wealth, such as Alibaba, Douyin Toutiao, and Meituan.
Among these platforms, who is the smartest? It's the Douyin Toutiao system.
I'll explain so you understand. If you haven't watched Douyin videos, you might have heard of this account, Zhang. In just a few months, he has gained tens of millions of fans by filming rural life. Even the People's Daily has made a special comment on it. Some say it's because of his professional filming techniques, while others say that people are tired of the glamorous city life and long for the countryside.
You're all wrong.
This is the most obvious case under the national strategy of common prosperity. The goal is to create opportunities for the grassroots. Only when the grassroots have opportunities, can they represent the majority of ordinary people and have the chance to become the next Zhang. Douyin really understands the national policies, supporting poverty alleviation, rural assistance, and grassroots short video entrepreneurship. In the future, there will be a large number of Zhang-type entrepreneurs supported, showcasing various opportunities and lives in rural areas with tremendous traffic. If you happen to be a short video entrepreneur or live-streaming e-commerce, you should see this trend. This is the policy orientation conveyed by the will of the nation. It is the best trend to start a business in rural areas in the future. Whether it is rural e-commerce or ecological tourism, these are all good directions for the future.
But the will of the nation also requires banks to reduce the yield of fixed-income products and promote comprehensive popularization of equity assets. This is also a method of common prosperity. Only when ordinary people have the opportunity for wealth growth, can this society be healthy. It's not about the rich getting richer through stock market investments, while ordinary people cannot see opportunities.
To grasp the opportunities that belong to you in the next 20 years, one must have a deep understanding of the national policy of common prosperity. At the same time, one must also consider: is it reasonable that Viya's income is in the tens of billions, yet her tax burden ratio is lower than people earning a few thousand in salary?
Is this reasonable?
Okay, let's briefly discuss these topics. If you're interested, we can talk about how the policies of the same world, the capital, and the country can bring us change in the future. $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $MEITUAN-W (03690.HK)$
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"WoodSis" launched the ninth ETF last night,
It is understood that $ARK TRANSPARENCY ETF (CTRU.US)$ is the ninth ETF and the third index fund.
ARK believes that the company's transparency can give investors confidence and provide the potential for long-term growth in stock prices. Therefore,
The original intention of ARK Transparency ETF is to track the Transparency Index.
Comparison of the cumulative returns of the S&P 500 Index and the Transparency Index (blue represents the Transparency Index, yellow represents the S&P 500).
It is understood that the new fund has a fee rate of 0.55%. In addition, the ETF will hold 100 stocks, with the highest holdings being Cloudflare (NETUS), Bloom Energy (BE.US), and Enphase Energy (ENPH.US).
Wood's actively managed ETF has been criticized since the beginning of the year. At the launch of the new ETF, Wood and her flagship fund $ARK Innovation ETF (ARKK.US)$ Just recorded the worst one-week performance since February, dropping 12.7% to the lowest level in over a year. 6 out of the company's 8 ETFs recorded declines in 2021, with the worst performance coming from $ARK Genomic Revolution ETF (ARKG.US)$ , dropping by 37%.
It is understood that $ARK TRANSPARENCY ETF (CTRU.US)$ is the ninth ETF and the third index fund.
ARK believes that the company's transparency can give investors confidence and provide the potential for long-term growth in stock prices. Therefore,
The original intention of ARK Transparency ETF is to track the Transparency Index.
Comparison of the cumulative returns of the S&P 500 Index and the Transparency Index (blue represents the Transparency Index, yellow represents the S&P 500).
It is understood that the new fund has a fee rate of 0.55%. In addition, the ETF will hold 100 stocks, with the highest holdings being Cloudflare (NETUS), Bloom Energy (BE.US), and Enphase Energy (ENPH.US).
Wood's actively managed ETF has been criticized since the beginning of the year. At the launch of the new ETF, Wood and her flagship fund $ARK Innovation ETF (ARKK.US)$ Just recorded the worst one-week performance since February, dropping 12.7% to the lowest level in over a year. 6 out of the company's 8 ETFs recorded declines in 2021, with the worst performance coming from $ARK Genomic Revolution ETF (ARKG.US)$ , dropping by 37%.
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Currently, Wood and her disruptive vision are facing a huge test. The flagship fund ARK Innovation ETF (ARKK) just had its worst weekly performance since February, falling 12.7% to the lowest level in over a year. Six out of the company's eight strategies recorded declines in 2021, with the worst performing strategy having a decline of 37%. $ARK Genomic Revolution ETF (ARKG.US)$ ARKK opened in the New York market with an initial drop of 4.8% and recovered by the closing, rising 1.5%. The fund has fallen nearly 24% this year.
ARK's actively managed ETFs made a total of 7 transactions on the day, buying 5 stocks and selling 2 stocks.
② $ARK Fintech Innovation ETF (ARKF.US)$ csi commodity equity index $ARK Innovation ETF (ARKK.US)$ Adding to their position $Signify Health (SGFY.US)$ is a leading healthcare platform that utilizes advanced analytics, technology, and a nationwide network of healthcare providers to create and support value-based payment programs.
ARKK position increased $Teladoc Health (TDOC.US)$ Teladoc is a telehealth company that provides on-demand healthcare through mobile devices, the internet, video, and phone. Its solutions connect physicians, healthcare professionals, healthcare providers, and users directly, offering a wide range of acute diagnoses such as upper respiratory infections, urinary tract infections, sinusitis, skin conditions, anxiety, smoking cessation, and more.
Sell ARKK. $Editas Medicine (EDIT.US)$Editas Medicine is a genome editing company. The company treats genetic diseases by correcting pathogenic genes.
Medicine是一家基因组编辑公司。该公司通过修正致病基因治疗遗传疾病。
ARK's actively managed ETFs made a total of 7 transactions on the day, buying 5 stocks and selling 2 stocks.
② $ARK Fintech Innovation ETF (ARKF.US)$ csi commodity equity index $ARK Innovation ETF (ARKK.US)$ Adding to their position $Signify Health (SGFY.US)$ is a leading healthcare platform that utilizes advanced analytics, technology, and a nationwide network of healthcare providers to create and support value-based payment programs.
ARKK position increased $Teladoc Health (TDOC.US)$ Teladoc is a telehealth company that provides on-demand healthcare through mobile devices, the internet, video, and phone. Its solutions connect physicians, healthcare professionals, healthcare providers, and users directly, offering a wide range of acute diagnoses such as upper respiratory infections, urinary tract infections, sinusitis, skin conditions, anxiety, smoking cessation, and more.
Sell ARKK. $Editas Medicine (EDIT.US)$Editas Medicine is a genome editing company. The company treats genetic diseases by correcting pathogenic genes.
Medicine是一家基因组编辑公司。该公司通过修正致病基因治疗遗传疾病。
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Hong Kong stocks are weak and have a high risk of significant decline, while US stocks seemingly had a good rebound last night, but there may be hidden dangers behind it as funds continue to flow out of small and medium-sized stocks. $TENCENT (00700.HK)$ $BABA-W (09988.HK)$ $Tesla (TSLA.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $Moderna (MRNA.US)$
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My personal guess for this mutation is that the thunder is loud and the rain is small. Because this mutation is probably highly infectious and less lethal, because there are so many cases in South Africa, yet no fatal cases have been reported $Moderna (MRNA.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Microsoft (MSFT.US)$
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Retail sales in the US reached a record high in October, and electric vehicles supported the rise in US stocks. The Mainland is expected to re-issue ABS products to ease the liquidity of housing enterprises. The market focuses on the performance of Technet stocks, auto shows may boost auto stocks $XPeng (XPEV.US)$ $NIO Inc (NIO.US)$ $Li Auto (LI.US)$
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$TENCENT (00700.HK)$ $HAIDILAO (06862.HK)$ $MEITUAN-W (03690.HK)$ $XIAOMI-W (01810.HK)$ In terms of Hong Kong stocks, the market expects that the relationship between China and the US dollar will improve after the first video conference, and there is news that game versions may resume approval in the near future. In addition to driving a sharp rise in game stocks, the market also hopes that the Chinese government will relax earlier regulations on all industries, and that gambling, real estate, education, pharmaceuticals, etc. will also be promoted across the board, driving the market upward. The Hang Seng Index finally closed at 25,317 points, up 322 points, but the transaction was not strong. It was only 131 billion, and the number of shares rose by 60%, reflecting a certain improvement in the market atmosphere. However, after three consecutive days of rising Hong Kong stocks, Beishui still recorded a net outflow, and all seven consecutive increases were completed in the absence of transactions, indicating that Hong Kong stocks are still in a tight state. In summary, there has been a certain degree of improvement in the technical trend of Hong Kong stocks. The next positive level is 26600. Hong Kong stocks need to rise above and stabilize at this level before they have a relatively large rise. Otherwise, there is a high chance that they will enter a pattern of rising and falling markets
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