Weak industrial and SOE profits will add impetus to Beijing’s economic stimulus measures and we hope to get something substantial after the upcoming NPC meeting next week. Everybody knows China’s economy could use a lot of help getting back on track. We’ve had sizeable pullbacks of 10% to 20% in many key names and ripe for another strong run if we get a new wave of measures from Beijing that coincides with 3...
China is nowhere near the peak per capita energy consumption from coal that the US and Australia saw before they turned away from the dirty fossil fuel. But it doesn’t mean China should allow its coal energy use to grow unchecked. I believe that much of the growth in electricity demand in China is coming from new electric vehicles hitting the roads. Soon, China will have as many new NEVs on the roads each year as the entire US car market. We can see that Beijing is taking a multi-pronged appr...
$阿里巴巴-W (09988.HK)$ a big hand holds a hand on the button to buy, and load large bags of dollars into the capitalization of Alibaba, a decisive event that will clarify the whole situation tentatively 02/02/2022, Alibaba we are waiting for a super report, and information on the share repurchase 🌍🌏🌎❤ if intensive growth begins closer to this date, then the big hand knows the approxim...
Thelord : 所以你全部卖掉了吗?
Money Thrill 楼主 : 我只持有阿里巴巴和所有板块的股票。我总是持有多个头寸,首先建仓,然后在接下来几个月内建立第二和第三个头寸以进行成本平均。但是不再增加头寸。我对此有不好的预感...所以我卖出了最初的头寸,虽然有些损失。但是我持有大约25个股票和etf头寸。我是为长期投资,但每天都会在开市和收市时看一下,看是否需要调整一些头寸。买入或卖出。上周我卖出了一些头寸。 $CrowdStrike (CRWD.US)$ (如果涨幅过大,周五时位于最高位置的市场尾盘。) $英伟达 (NVDA.US)$ [在148处,高于%]. 一直从事同样的业务。
我总是展望未来,5年甚至10年。总结来看,明年对欧洲不利,对中国不利,但对一些美国股票有利。美国拥有世界经济的60%。所以我必须在那里。为了欧洲经济的搞笑照片
Money Thrill 楼主 : 但对于欧洲人来说,接受或看到这一点也是困难的……由于乌克兰战争导致轻微的经济衰退。
如果战争以特朗普结束,那能慢慢改善经济吗?
但即使在中国采取了新措施,我看不到多少进展。不够激进。你必须百分之百投入其中。每周宣布支持,但我没有看到?也许我错了?
我总是看到,“答案就在于试吃布丁。”
Money Thrill 楼主 : 海外市场如煮熟的美味。[MarketDevil欧洲资讯]
"...川普的关税政策显然对海外也有重大影响。一切迹象都表明,其影响将超过川普第一任期。所有国家都将受到影响,中国走在前面...".
Money Thrill 楼主 : 但是,也有许多美国公司在亚洲活跃。他们无疑会对特朗普施加压力,尽可能防止负面影响!
而中国绝对不会束手就擒。它也有自己可以在谈判中使用的压力手段。例如,它可以威胁对美国缺乏的药品、稀土概念和其他原材料实施出口限制。而美国需要芯片,离不开。 $台积电 (TSM.US)$不能没有。
所以,冷战还没有结束?
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