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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.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Thelord : So you sold all?
Money Thrill OP : i have only Alibaba and all sold. i take always several positions, 1st position to take 2th and 3th position over several months for DCA. But don't take anymore positions. I have a bad feelings about it ... so i sold the whole little first position with little loss. But i have around 25 positions in shares and etf's. I invest for long-term but every day i take a look at the begin and end of market to change some positions. Buy or sell. Last week i selled some $CrowdStrike (CRWD.US)$ (Friday at highest position end market, if % comes to high) and $NVIDIA (NVDA.US)$ [at 148, % to high]. Always same business.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I look always in future, 5 and even 10 years. Conclusion next year not good for Europe, bad for China, and good for some shares in US. America owns 60% of the world economy. So there i must be. for Lol photo of Eurpean economy
Money Thrill OP : But also difficult for European people to except or see this ... a mild recession because of war in Oekraïn.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
If war end with Trump, that can slowly change economy in better way?
But even with new measures in China, i see mot many progress. not drastic enough. You have to go for it 100%. Announce support every week, but I don't see that ? Maybe i am wrong?
I see always, "the PROOF IS IN THE EATING OF THE PUDDING "
Money Thrill OP : The Abroad is so good as cooked. [European news from MarketDevil]
" .... Trump's tariff policy obviously also has major consequences abroad. Everything indicates that the impact will be greater than during Trump's first administration. All countries will suffer, with China leading the way...".
Money Thrill OP : But, also .... Many American companies are active in Asia. They will undoubtedly put pressure on Trump to prevent negative effects as much as possible!
AND China is certainly not defenseless. It also has its own means of pressure that it can use in negotiations. For example, it can threaten export restrictions on medicines, rare earth metals and other raw materials that the US has a shortage of. And US needs the chips from $Taiwan Semiconductor (TSM.US)$, cannot without.
So, the Cold war is not over yet?
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