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Marco J Male ID: 102880990
喜欢交流心得,08年入市,对市场有自己的见解
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    $MEITUAN-W (03690.HK)$ The Hang Seng Index is rising more and more. Is there any possibility that a bull market is coming and that it will rise infinitely? 10W points will be the end point [laugh and cry]. There has always been no shortage of market drummers. The Hang Seng Index rebounded by nearly 4,000 points this month. I have never seen such a big rebound in a single month. In 2007, it rebounded 10,000 points in February. Although the world's major financial markets have performed the worst, it is normal for them to fall deep and fall to death; they are already far behind. As for reversing the bull market, there has been no improvement in fundamentals; the year was more decent with the news. Tencent's performance should not be impressive, and stock positions will not stop being replenished. There are reservations about the further increase in the Hang Seng Index, and the reaction to derivatives is different. It is rare for the Hang Seng Index Bull and Bear Index ratio (number of shares) to lose 0.4% (24) bears 99.6% (6,791). Yesterday, the Hang Seng Index cyclical subscription of 18200call had quite a few intraday transactions. Today, they all settled on the same day without spending the night. Using yesterday's market, it's impossible to sell orders. Bull and bear securities have now peaked, and Hang Seng Index options are only intraday institutional operations. The price of premium options is higher in the middle of the month than at the beginning of the month, and is no longer attractive. Most of the cycle options are fresh, and unclosed contracts are visible. Today, Wednesday, the option premium will return to Monday's price, and the settlement date is two more days away. The Hang Seng Index rose, the panic index rose, and the rise was uneasy. derivatives and spot goods were on the same page. It wasn't easy to double buy the Hang Seng Index this week; on Monday and Tuesday, only the latter made a profit. There must be a reason why options trading is weak. It's hard for mature traders to win. Beginners and conservatives don't look bad; they don't lose when they earn less. At this point, they both buy value...
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    $Apple (AAPL.US)$ Previously bought apple at 135. From a technical indicator perspective, it shows a short-term trend of oscillation and rise. I will continue to hold if it can break through the pressure of 154.04. The stocks I currently hold are doing fine. We can discuss it together sometime. $Caesars Entertainment (CZR.US)$ $Alibaba (BABA.US)$
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    $NIO Inc (NIO.US)$ The latest financial report states that nio brand is expected to achieve breakeven in the fourth quarter of 2023. I think this is difficult, but with the right strategy, nio inc management should be able to accomplish it.
    Possible strategy: Launch 5 models in the first half of next year (2 Alpine models, 3 nio brand models), then launch another 5 models in the third quarter, all under the Alpine brand (or Scandinavian brand), while announcing the discontinuation of nio brand. This way, the nio brand should achieve breakeven in the fourth quarter.
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