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Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
Is Baijiu(Chinese Liquor) saved? After the Spring Festival, several Baijiu(Chinese Liquor) Funds rose over 10%. Have the investors who entered at a high point recovered their capital?
① Funds heavily invested in Baijiu are rebounding, with many products increasing over 10% after the holiday; ② Investors who poured into funds focused on Baijiu three years ago are still at a loss; ③ A total of 19 related Baijiu stocks are heavily held by public funds, with the market value of Kweichow Moutai's heavy holdings significantly reduced from its peak.
Why Investors Shouldn't Be Surprised By Jiangsu Yanghe Distillery Co., Ltd.'s (SZSE:002304) Low P/E
Jiangsu Yanghe Distillery (SZSE:002304) Shareholders Have Endured a 48% Loss From Investing in the Stock Three Years Ago
Economic indicators for the Spring Festival Gala 2025: The five major players in Internet Plus-Related gathered, which "old actor" was absent?
Article by Zhou Wenmeng: In the 2025 Spring Festival Gala, Alibaba once again collaborates with CCTV, returning to the center stage after seven years as the exclusive e-commerce interactive platform. Additionally, brands like Xiaohongshu, Bilibili, and Tencent also made their appearances, connecting with nationwide audiences through the gala. Sina Technology has organized information showing that this year's gala featured at least five categories of 18 sponsors appearing on stage, presented through hosts' announcements, red packet rains, sponsorship of stage props, audience seat displays, and more. The number of sponsors has increased, and the presentation methods have become more flexible. Below, Sina Technology summarizes the main sponsorship information for this year's gala for your reference.
Is Jiangsu Yanghe Distillery Co., Ltd. (SZSE:002304) Potentially Undervalued?