Analysis of the key disk
disk mood: Fast wheeled, short-term speculation differentiation general idea
: ambush
position suggestion: GEM keep an eye on the 20th line and adjust
1 _span9p img5span last night With another hammer, Tesla plunged 6%, and A new energy sector knelt and opened lower. However, the opening quickly pulled up, the GEM quickly turned red, and closed slightly.
Index fluctuations are not large, but the trend of the sector, especially the rapid rise of new energy, can clearly see the emotional change: panic is gradually shrinking.
Of course, the leading sector was changed overnight again~
is the highest segment of lithium metal salt, and the highest segmentation of lithium battery salt is . The core of the stocks is still like salt lake shares , which has fallen a lot before, and stabilized and rebounded in a short-term wave:
. New high, just remember this.
Chemical fertilizer will not be said much, the direction of agriculture and animal husbandry opened well, the back is basically oscillating, and there is a high probability of rotation overnight.
meta-universe-led games, movies and televisions briefly:
Facebook1span strong span_strongspan5 span_strongspan5 stimulus is now called span1span2 span_strong. The world is officially open to people over 18 years old in the United States and Canada.
is said to be able to wear a virtual reality device,Create an avatar image where users can interact and play games.
The effect is like this:
is simply a virtual image of a virtual character on the main singing board. That’s it~
Isn't it nice to make a video call? Anyway, I don't see any future at the moment.
A shares is essentially hot money speculation in pre-demon stocks. All companies are currently purely on the concept of rubbing, which can be said.
......
The index here is probably so much. In the past two days, the home appliances go to the countryside has been asking about home appliances for a long time. Can't buy bottoms, after all, is there an expectation of increased demand? Let's talk briefly.
What about any industry, it is supply and demand in a nutshell, but if you invest carefully, you will find that it is not only supply and demand, but also has many twists and turns, and the home appliance industry is especially deep.
Last year, an old classmate of mine moved and renovated the new house.Because of the epidemic, offline physical stores are also running, and online shopping, and then he told me: some air conditioners are not available online, and some online and offline prices are much worse.
This is like buying instant noodles. In the supermarket, I can only buy braised beef flavor. On the Internet, I can only buy Laotan sauerkraut flavor, and the price is not the same. Liliyuan on the spectrum.
There is obviously a problem. Take the Gree air conditioner that my old classmate wants to buy, the key is the dealer.
online shopping hasn’t been around for many years. Before that, especially for air conditioners that required professional installation and after-sales, manufacturers could not afford after-sales teams across the country. Distributors were the key to the brand’s local development.
Ms. Dong wrote in her autobiography about looking for dealers to collect debts for 40 consecutive days, so Gree later paid special attention to this. established the early payment model very early. And set up a joint venture company with distributors for unified management and deep binding of interests.
Gree’s dealer system still holds 8.2% of Gree’s shares and is the third largest shareholder:
_sp9p Top spot,Later, after Miss Dong and Rebs’ one-billion-dollar bet, the dealers were all heavy weights on the side of Gree's victory balance.
The situation that my old classmate encountered was actually to protect the interests of dealers, and not only Gree, but also domestic major appliance manufacturers have similar situations.
Gree's current market value is 216.5 billion. Looking back, the market value of Midea has reached 502.1 billion, which is more than doubled. Even Haier has reached 286.6 billion.
The very important reason is that Gree air-conditioning accounts for too much revenue and is too dependent on distributors, while Haier and Midea are trying to expand their business to find new battlefields.
distributor, is a moat developed by Gree and other home appliance manufacturers in the past 20 years, but the moat is also a constraint.
If you let me define it, then small appliances, or millet joins the new consumer appliance brand, the flexibility is definitely better.
Having said so much, to go back to the beginning of the problem, the industry is fundamentally in supply and demand, but investment is not only about supply and demand. It takes a lot of effort to fully understand a company.
But isn’t this also the joy of investing?
personal operation records
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imgspan5No operation, 55.5%
The point of view remains unchanged. It is still the short-term hurdle of the 20-day line and the stocks near the new highs. To a large extent, they are looking at the big brother.
Sungrow , no operation, 122.8%
_20 span0span _p9 the same line.
Zhongke Chuangda , no operation, 22.7%
1 _span1p0
_span1p0 if I do not expect to do it.
Silan Micro , no operation, 7.8%
_span1p _p zoom in span 9span1p _p spanRecently, the pressure is to reduce the gap between holdings, and tend to test the handicap in the day, and so on.
Just that, there is no operation in the middle line, the bosses have a good weekend, and they will be there on Monday~
is not a personal operation record of the middle line. Suggestions, but also ask your bosses to look at it rationally and refer to it cautiously.
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