$理想汽车 (LI.US)$ My source told me that Li auto has halted their production because the goodyear factory in shanghai could not provide the tires to Li. The goodyear factory local authority has frozen their community without letting any truck go in and out. This cause a significant problem at Li's assembling line. They are losing 30 Million USD a day on sales side, the cash follow will be even worse since the final assembling factory still need to pay their factory workers and suppliers. Thi...

$阿里巴巴(BABA.US)$
Based on Chinese law, the maximum fine they can put on a company is 10% the prior year's sales.  which means one time fine of maximum 50 Bil out of the company pocket.  In reality, It is very unlikely BABA will be fined more than 1% of the sales total since this has never happened in China corporate history.  Sounds like the goverment is into a mission to show who is the boss to Jack Ma.  It  is quite possible some major partners /shareholders will have to give up the corporate control rights rather than actually big monetary fine.    This "investigation" led consequence in market has been brown way over the cloud.
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$Zoom视频通讯 (ZM.US)$
看起来我们正在看到407美元的支撑位。 股票将在这里漂浮一段时间。 等到下一个收益报告将股票推向一个新的水平。 这次锁定期结束导致很多用户情绪转为付费而不是免费享用Zm服务。 如果没有流行病，有机增长应将股票定价在370-380美元。

$美国航空 (AAL.US)$
刚刚过去的国会法案对航空股是一个大的利好。 不过这个消息已经基本在股价中反应出来了。 一般来说， 利好的地方是可以阻止进一步的下跌。
航空股里我还是看好小公司， 比如HAL和JBUL， 从balancesheet的角度而言， 得利最大得是 Alaska airline and HAL
I am more interested in Alaska Airline and Hawiee Airline,  the smaller ones are normally benefited most from subsisdize on balance sheet. Meanwhile, these 2 has better seat ratio for current market since both states has less covid-19 case and attract to travelers. At the point of recover, they will be best to pick up customers. further more they are good for take over by PE or larger airlines
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$KNOT Offshore (KNOP.US)$
这是一家奇怪的REIt股票，年年提供股息（目前年化14%），同时不断增加股本。猜想它被算作天然气股，但实际上是一家运输和储存天然气的公司。大部分远洋油轮在下半年赚了大笔钱，这家公司也应该如此。但是他们提供财务报告的速度较慢，因此在赶上其他运输公司的步伐上比较缓慢。正常的股息范围大约在6-8%之间。根据这个假设和明年的盈利预计，它应该明年至少将当前价格翻倍。
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$西方石油(OXY.US)$
Meanwhile, seeing other stocks going up on Xmas rally.  The lost time value is what one needs to think about

$西方石油 (OXY.US)$鉴于市场情绪的改变，人们必须卖盘OXY股票期货还需要跌到多低才能达到市场底部。由于OXY没有盈利，那么唯一可以考虑的近似因素就是市销率（P/S）。OXY的市销率区间为0.41-0.72，平均为0.57....... 不过目前市场的市销率为0.95，已经严重超买。在我看来，考虑到明年销售额仍将下降，市销率应该在0.7或更低的位置。这意味着健康的市场估值应该在15-16美元之间。那些仍然持有该股票的人会看到股价进一步下跌。这不是市场纠正，而是对被炒作过度的单一股票的纠正！...

$西方石油 (OXY.US)$
For those still believing kicking out of SP100 is only marginal, I have to say you are so naïve on market sentiment. The stock will be going to 16-17 at year end before it pull back to 20 level. Yes, it may reach to a new high at mid 20s sometime next year if all kind of demanding will lift the gas price. However the expectation is already priced into the stock and it was even hyped with overjoy.
My suggestion will be sell now   before it went all the way to 16  Pick it up again sometime next year after market makes a correction!...