Original Qiqi Baicaidi Qiqi Baicaidi July 11, 2024 16:43 Shanghai
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 and does not constitute any investment advice. All profits and losses have nothing to do with me ☺️
That man is back, that man who said 996 is a blessing is back! After traveling in London for many days, Jack Ma appeared in Alibaba’s headquarters building in a suit and tie on July 6. There were constant cheers and the atmosphere was quite festive.
It has been exactly 100 days since he last appeared in the public eye. Previously, Jack Ma couldn't sleep because of food safety. This time, Taobao lost a large market share to Pinduoduo and Douyin, which are even more unscrupulous. He came back on July 6, and this information was only posted online yesterday. Did Jack Ma come back this time because of Alibaba's crisis? We don't know the details, but the significance of his physical return is far greater than the actual business. You can think about the scene of the entrepreneurs who had already gone abroad returning to China in February last time; I really dare not say more: I advise God to shake up and let him come back in an unconventional way. Well, Comrade Qiangdong, it depends on your awareness. Don't stay in the United States and come back quickly.
……Back to the market…………
1. Did you bring back a chicken today? The three major indexes of the A-share market rose collectively, with the Shanghai Composite Index rising 1.06% to close at 2,970 points. Is there hope for 3,000 points? The total turnover of the two markets was 787 billion yuan, no longer hovering around 600 billion yuan, but still low. For the 85 trillion yuan market of the A-share market, a turnover of 100 billion yuan is considered qualified. Nearly 5,000 stocks rose, but everyone knows that today's rise is not due to the improvement of the enterprise level, but the stimulus of news and policies. Everyone is betting on who will get off the bus faster in this day trip.
2. The market was in that state before, and the regulatory authorities finally took action, suspending the securities lending business from July 11. Today's rise is related to it. The current financing volume is 1.5 trillion, and the securities lending volume is 30 billion. Although the volume is not large, it is poison. Securities lending is short-selling, and whoever has a little bit of good news will be hit! There is no incremental funds in the market now. The financing (long side) bullets have been used up, and the securities lending (short side) has few people and unlimited bullets! If it is not stopped, the market will only get worse. But the upper level still has not made a big decision, just suspended. The margin ratio of securities lending has been increased to 100%, which has increased the cost of securities lending, which is a good thing. I will talk about the basic knowledge, financing, securities lending, securities lending, and the connection between securities lending another day.
3. An article two days ago mentioned that the performance of the top ten public funds with a scale of 10 billion yuan in the first half of the year was not good. Equity private equity funds were equally bad. The statistical yield of 13,800 private equity funds in the first half of the year was -4.34%. There were still 36% of private equity funds with positive returns. The threshold for private equity funds basically starts at 1 million. They are cutting the money of the rich, and they have to be responsible to the rich and do their best, but it is indeed much better than public equity.
4. When the share price and liquor prices of Moutai continued to fall, the 9.9 yuan strong-flavor 52℃ pure grain liquor of Aldi, which was praised by netizens as the "youth version of Luzhou Laojiao", was exposed. My family buys things at Aldi all year round and is a senior fan of Aldi. This is a German civilian supermarket. Because of its high quality and low price, it quickly opened 55 stores in China, catching up with Sam's Club.
The OEM factory for the 9.9 liquor it launched is the Qinyuanchun Distillery in Chengdu, Sichuan, a small and medium-sized liquor company. The detailed ingredient list of the first level of the national standard is worthy of study for domestic companies, at least it is authentic.
I don’t know much about liquor. I can’t tell the difference between mellow, strong-flavored, and sauce-flavored liquors. From the price of 9.9 yuan, of course, I don’t expect it to be comparable to the 2,300-yuan Feitian Moutai and the 1,500-yuan Wuliangye 8th generation, but the interesting thing is that they are sold out! Now those young people on Xiaohongshu and Douyin are buying it everywhere, claiming that it can beat the liquor within 50 yuan. These young people actually still love to drink liquor. It’s not that Moutai is unaffordable, but that Aldi’s liquor is more cost-effective.
………Coin circle………
5. Bitcoin did not fall today, and it is quite resilient. The market can take up the daily selling points of the German government. Whether it is the bottom depends on the selling reaction of Mentougou. Anyway, wait and see. Anyway, there are continuous good news. Trump actually supports cryptocurrency and said he is ready to attend the cryptocurrency conference held on the 25th-27th! In addition, Trump will be officially confirmed as a presidential candidate from the 15th to the 18th of this month, and the new version of the party platform will be announced. In terms of innovation, the party platform particularly emphasizes three areas: cryptocurrency, AI and space exploration! Finally, wait for the CPI data tonight. Cryptocurrency will officially move from darkness and dampness to light!
6. The previous article said that starting from July 24, $WLD will release 6.62 million coins to the market every day for 730 days. The market was in an uproar, and WLD plummeted from 3.5 to 1.8. Now it is stable at 1.92. The reason is that the WLD project team revealed two pieces of news:
a. Launch a preview version of the world chain blockchain for global developers
b. Announcement of a one-year extension of the claim period for participants who have passed the certification but have not yet claimed the WLD
The second news is not good news, the first news is a little good news, but can it support a market value of nearly 20 billion US dollars? It depends on the subsequent development of the world chain ecosystem. It is better to miss it than to make mistakes. Being alive is the most important thing. It is not recommended to participate at present.
7. I really don’t like the exaggerated value coins. If the technology is awesome and the prospects are awesome, then you should circulate all of them, or circulate 2/3! Okay, circulate 5%, 7.5%! Most of them are left in the hands of the project party to slowly cut the leeks, and you still want people to resonate with you, you are really good! Let’s take a look at the previous confidential SocialFi (decentralized social) software friend.tech. At that time, it boasted that there were more than 1 million registered users. At that time, if you wanted to participate, you needed to spend ETH to buy the token FRIEND. After the coin was issued in May, there are now 15 daily active users, a mess, and it has also cheated many KOLs!
So relatively speaking, I still like MEME coin. In addition to its low threshold and high upper limit, and the part that creates wealth, it is also because the launch of MEME coin is relatively fair and basically fully circulated; there is no need to understand complex technology, industry background, team background, etc. Anyone who can understand it can understand it, and there is a small information gap; consensus is formed quickly, and there is a stronger sense of participation. Those with a little ability can also make secondary creations and participate in construction.
8. The founder of NOTCOIN created a Dogshouse. The team introduction roughly said that the dog was called Spotty, which embodies the spirit and culture of a vibrant community.
This is a MEME coin on the TON chain. It is now airdropped. Anyone with a Telegram account can claim it. The number of airdrops depends on the year of use and activity of the TG account. I only have more than 800. How many do you have? If the word NA appears, you can set your username before entering.
The above is my learning and record today. Friendly exchanges are welcome!
qiqismarthome
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