Original Qiqi Baicaidi Qiqi Baicaidi
Disclaimer: In the investment field, information changes rapidly. I record the stock market and my thinking process in plain language every day. The following content is my observation and thinking. It is only for my study and record. It does not constitute any investment advice. All profits and losses have nothing to do with me. ☺️
The US election has touched the hearts of hundreds of millions of people. Who can blame the US for being the superpower in the universe? After the first televised debate between Biden and Trump on June 28, EST, everyone saw that the 82-year-old Biden's debate performance declined significantly. Flowers may bloom again, but people will never be young again! You dare not imagine that the man with long hair and a smile with Clinton in the picture below is 51-year-old Biden!
Therefore, the whole network has been saying these days that Biden is going to withdraw from the US election. After tracing the source of the news, it turned out to be a Twitter message from Bill O’Reilly, a famous American TV host.
This statement lacks any reliable sources, just listen for fun, don’t take it seriously! The US election is no joke, Biden is now on the verge of a fight. His condition was not good on the day of the first debate, but I watched his speech at another place the next day, and he was completely clear-headed and passionate! I don’t know if it’s the effect of technology, but he is completely different! Biden’s team also came out to clarify that he will not withdraw and will still participate in the second debate on 9/10!
……Back to the market……
1. Today, the A-share market moved in both the morning and afternoon. The index rose sharply in the morning, but it lost momentum in the afternoon and fell. It was just teasing retail investors! The Shanghai Composite Index rose 0.08% to close at 2997.01 points; it broke through 3000 points but failed to hold. Didn’t you get your money back? Hey, it was a waste of time! The two markets traded 644.7 billion yuan, a decrease of 13.3 billion yuan, and liquidity further decreased. Domestic capital fled 16.5 billion yuan.
There are 2,400 stocks that rose, liquor, banking, and software development were strong. Rare earth, metals, consumer electronics, and semiconductors that rose yesterday weakened today. One sector takes turns every day, and the electric fan market is flat!
2. Kweichow Moutai led the liquor sector to counterattack today, rising 3.49%, but it did not stand above 1,500 yuan. At the same time, the official notice was issued to suspend the release of Moutai 1935. Because Moutai 1935 has exceeded the progress of the various tasks and indicators for 2024. The ex-factory price of Moutai 1935 is 798 yuan, and the retail guide price is 1,188 yuan. Now the lowest price on major platforms is 794 yuan, which has fallen below the ex-factory price. If the release is not stopped urgently, it will have to fall further!
While other liquors such as Wuliangye, Laojiao, Fenjiu, and Jinshiyuan are rising, Yanghe shares, which also belongs to the liquor sector, is actually in the red! ! I can't believe it. There is nothing wrong with this company itself. Unfortunately, under the leadership of the bureaucrat Zhang Paibi, the growth rate has dropped to single digits. Compared with its peers, which are growing in double digits, Yanghe has no room for imagination. In addition, there are many retail investors, the car is heavy, and there is no big capital to pull up the market, so it just falls slowly.
3. Now "good news" is released at night, and it is really not easy for financial consumers. They have to stay up late to read the announcements. The sales data released by many new energy vehicle companies last night exceeded expectations.
BYD's sales of new energy vehicles in June were 341,700 units, a year-on-year increase of 35%. Its sales in the first half of the year were 1.613 million units, a year-on-year increase of 28.46%.
Seres sold 41,000 vehicles in June, up more than 631% year-on-year. Its cumulative sales in the first half of the year were 200,000 vehicles, up 348.55% year-on-year.
SAIC sold more than 93,000 new energy vehicles in June, and its cumulative sales in the first half of the year exceeded 460,000, a year-on-year increase of 24%;
Xiaomi delivered more than 10,000 SU7s in June, and deliveries in July are expected to exceed 10,000.
NIO delivered 21,000 vehicles in June, a year-on-year increase of 98.1%; in the first half of the year, it delivered 87,000 vehicles, a year-on-year increase of 60.2%;
Xpeng delivered 10,000 vehicles in June, up 24% year-on-year, and 52,000 vehicles in the first half of the year, up 26% year-on-year;
Ideal delivered 47,800 vehicles in June, a year-on-year increase of 46.7%. There is no cumulative data for the first half of the year.
We only report good news and not bad news. The sales target completion rate in the first half of the year is less than 40%, and these deliveries are those sold before.
The subsequent environment continues to be unfavorable. Europe and the United States have imposed heavy taxes. Tesla has offered 0 interest on cars for five years (saving 20,000 yuan). These are all obvious unfavorable factors! Now the news of a sudden increase in sales is released. What is the intention? It is just to attract leeks to take over. The downward trend of new energy remains unchanged!
4. In the second half of the year, can the AI boom continue to support the rise of US stocks? Overnight, the US Nasdaq closed up 0.83%, setting a new high! Most large technology stocks rose, Apple rose nearly 3%, Microsoft and Amazon rose more than 2%, Nvidia's stock price fell for a time, and then rose 0.6%, and oil prices also rose 2%. Tesla rose more than 6%, and its market value increased by nearly 280 billion yuan overnight! This momentum is much stronger than the A-share market. Does it give the answer?
5. Microsoft will close all offline authorized stores nationwide, leaving only the official website mall and JD flagship store. This news was confirmed by a Microsoft spokesperson. The reason is that the company is making "strategic adjustments" to Surface devices, and "consumers in mainland China have been declining in their recognition of Surface."
It is true that Surface currently has a 2% market share in China, but instead of considering product improvement, it is thinking about closing stores. Is this the first step for Microsoft to withdraw from China? It is unknown and needs further observation. I only know that Microsoft's Surface is not very easy to use. It is fine to withdraw, just to make room for domestic products. But don't buy Microsoft's office software. There is currently no domestic alternative. WPS is really greedy. You have to pay an annual fee to install a font!
………Coin circle………
6. May is poor, June is desperate, and July is a turnaround. I hope everyone can turn around and make a lot of money in July! Bitcoin and Ethereum are not in a good market today, fluctuating around 6.25W. Be patient capital!
7. A big news has exploded in the cryptocurrency circle. Sony, a Japanese consortium with 123 million PS game users, is going to spend 103 billion US dollars to buy Bitcoin and set up a cryptocurrency exchange! In fact, after the Japanese government launched the WEB3 national strategy last year, Sony began to take action. In August last year, it spent billions of yen to acquire an exchange Amber Japan, which is now renamed S-BOX. Today, the exchange has nearly 100 employees.
Such a consortium giant brings capital and people into the crypto market, which is good for the market! It is the right time for global users to access it, and the next phenomenal traffic similar to TON is about to appear.
8. USDT can be used to pay social security! In the Philippines, the Social Security (SSS) is a state-run social insurance program that provides services to employees in the official, informal, and private sectors. USDT's parent company Tether has partnered with Web3 shopping and infrastructure company Uquid to allow Philippine citizens to pay social security funds with USDT on the TON blockchain.
This is another milestone in the crypto market! With the BOT function, the Telegram APP has become more and more like a super APP like WeChat in Southeast Asia, and is closely integrated with the lives of Southeast Asians.
The above is my learning and record today. Friendly exchanges are welcome!
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