$理想汽車(LI.US)$ 我的消息人士告訴我，李汽車停止了他們的生產，因為在上海的古代工廠無法為李提供輪胎。Goodyear 工廠當地管理局凍結了他們的社區，而不讓任何卡車進出。這導致 Li 的組裝線出現了重大問題。在銷售方面，他們每天損失了 30 萬美元，因為最終組裝工廠仍需要支付工廠的工人和供應商的現金將更糟。這...

$阿里巴巴(BABA.US)$
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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$Zoom視頻通訊(ZM.US)$
看來我們正在看到 407 美元的阻力線。股票會在這裡浮動一段時間等待下一次收入報告，將股票提升到新的水平。這次輪鎖定讓許多用戶感到付費心情，而不是免費獲得 ZM 服務。如果沒有潘達米，有機增長應該使股票在 370-380 市場估值。

$美國航空(AAL.US)$
剛剛過去的國會法案對航空股是一個大的利好。 不過這個消息已經基本在股價中反應出來了。 一般來說， 利好的地方是可以阻止進一步的下跌。
航空股裏我還是看好小公司， 比如HAL和JBUL， 從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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$KNOT Offshore(KNOP.US)$
這是一個奇怪的房地產信託基金股票，每年提供分配（目前每年為 14%），同時持續增長其股權。猜它被算為天然氣庫存，但實際上它是一家運輸和存儲氣體的運輸公司。大多數海洋油輪在下半年賺了大量錢，這個船也應該如此。但是，他們提供財務報告的速度較慢，因此跟上運輸公司的重設計速度較慢。正常差距範圍約為 6-8%。根據這種說服力和明年的收入估計，明年應該至少應該是當前價格的兩倍。
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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

$西方石油(OXY.US)$
鑑於市場情緒的變化，一個人必須問 OXY 需要下降多少才能達到市場底盤。由於 OXY 沒有收入，因此唯一可以考慮的大致因素是 P/S。
氧化氧的 P/S 範圍為 0.41-0.72，平均值為 0.57...但是目前市場 P/S 為 0.95，這是超買的。IMHO，鑑於明年銷售仍將下降，P/S 應該在 0.7 或更低的位置。這意味著 15-16 美元的健康市場估值。那些仍持有股票的人將看到股票進一步下跌。這不是市場調整，而是對單一股票被廣泛推廣的修正！...

$西方石油(OXY.US)$
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!...