红盘先锋
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直言男人天性，风趣又接地气。[笑cry]
See translation
4.20周一收盘 主力资金人气排名！
1.消费电子
2.商业航天
3.光通信
4.液冷服务器
5.卫星互联网
6.军工电子
1.消费电子
2.商业航天
3.光通信
4.液冷服务器
5.卫星互联网
6.军工电子
See translation
据日本NHK报道，当地时间4月20日16时53分许，日本三陆近海发生7.5级地震，震中附近分布多座核电站及核燃料处理、核废料储存设施。女川、福岛第一、第二及东通核电站均在排查是否出现异常，部分核设施长期停运或处于运行状态。
日本气象厅已发布海啸警报，岩手县、青森县及北海道太平洋沿岸预计浪高3米，相关区域民众被要求立即避难；宫城县、福岛县等地发布海啸注意警报，预计浪高1米。
中国驻札幌总领馆提醒领区中国公民，及时关注官方信息，听从当地避难指令，远离海岸，警惕海啸反复及余震、次生灾害，遇紧急情况可联系领馆求助。#日本7.5级地震#
日本气象厅已发布海啸警报，岩手县、青森县及北海道太平洋沿岸预计浪高3米，相关区域民众被要求立即避难；宫城县、福岛县等地发布海啸注意警报，预计浪高1米。
中国驻札幌总领馆提醒领区中国公民，及时关注官方信息，听从当地避难指令，远离海岸，警惕海啸反复及余震、次生灾害，遇紧急情况可联系领馆求助。#日本7.5级地震#
Real Trading Records (Day 134)
Today's Operation Notes:
Exited positions in 【利通电子、宏发股份】, profits secured
Opened new positions in 【乾照光电、神剑股份】, aligning with the current main line direction
Continuing to hold 【诚志股份】, maintaining the original strategy of holding.
I've been out of town these past few days, with scattered time, so I couldn't update in real time during trading
I will try to free up more time to connect and communicate promptly with my one-on-one friends.
If I can't reply to messages in the group immediately, you can also DM me directly, and I will respond one by one upon seeing.
Special Statement:
This is just my personal trading record and should not be considered as any investment advice
The stock market has risks, and investment requires caution!
Today's Operation Notes:
Exited positions in 【利通电子、宏发股份】, profits secured
Opened new positions in 【乾照光电、神剑股份】, aligning with the current main line direction
Continuing to hold 【诚志股份】, maintaining the original strategy of holding.
I've been out of town these past few days, with scattered time, so I couldn't update in real time during trading
I will try to free up more time to connect and communicate promptly with my one-on-one friends.
If I can't reply to messages in the group immediately, you can also DM me directly, and I will respond one by one upon seeing.
Special Statement:
This is just my personal trading record and should not be considered as any investment advice
The stock market has risks, and investment requires caution!
See translation
房贷利率维持不变！4月LPR依然没有调整，保持现状，1年期3%，5年期3.5%，首套房贷利率基本-30个基点，要么3.2%，要么3.3%，已经连续11个月未调整了
2025年全年也仅调整一次，1年期和5年期下调10个基点，在2025年5月20日时候，之后连续7个月按兵不动了。
2025年全年也仅调整一次，1年期和5年期下调10个基点，在2025年5月20日时候，之后连续7个月按兵不动了。
With this kind of growth, it must not hurt to give the patient an injection.
[Hongfa Co., Ltd.] Take profit.
Be content and steadfast, disciplined and free, hold on to profits, and exit calmly.
Be content and steadfast, disciplined and free, hold on to profits, and exit calmly.
Congratulations to the brothers for hitting the limit up again #Yunnan Zhiye sz002428[stock]# Those who are quick get it, those who are slow miss it [hehe]
#Litong Electronics sh603629[stock]# Phase conclusion, 9.1% profit in hand, exit as the trend dictates, aiming for the next bull.
Good morning everyone
A new week officially starts,
May everyone's accounts flourish, and operations go smoothly,
In the A-shares market, may you eat well and earn abundantly!
Like and comment 178,
Let's all prosper together!
A new week officially starts,
May everyone's accounts flourish, and operations go smoothly,
In the A-shares market, may you eat well and earn abundantly!
Like and comment 178,
Let's all prosper together!
This week's focus is on four major sectors:
1. Commercial Aerospace + Liquid Cooling: Expected to replicate the optical module market. Space orbit resources are scarce, and early occupation is essential; it must be vigorously developed; computational power continues to increase, making liquid cooling a necessity, with funding likely to boost it.
2. Semiconductor Equipment: The decline in leading profits is due to high R&D investment, with revenue increasing by about 30% and sufficient orders, solid fundamentals that smart capital will understand.
3. Humanoid Robots: The sector is thriving and also worth attention.
1. Commercial Aerospace + Liquid Cooling: Expected to replicate the optical module market. Space orbit resources are scarce, and early occupation is essential; it must be vigorously developed; computational power continues to increase, making liquid cooling a necessity, with funding likely to boost it.
2. Semiconductor Equipment: The decline in leading profits is due to high R&D investment, with revenue increasing by about 30% and sufficient orders, solid fundamentals that smart capital will understand.
3. Humanoid Robots: The sector is thriving and also worth attention.
April 20, Monday Weekend hot events fermentation整理！
1.Fiber optics, some prices surged by 650%
2.Robotics half marathon: Honor Robot
3.Galaxy Power + Interstellar Glory IPO
4.Deepseek large model
5.Chip semiconductors price increase
1.Fiber optics, some prices surged by 650%
2.Robotics half marathon: Honor Robot
3.Galaxy Power + Interstellar Glory IPO
4.Deepseek large model
5.Chip semiconductors price increase
The lower the economy, the more a certain type of business thrives, which is the trade of dopamine.
Have you noticed this phenomenon: when the overall environment is down, and real-life pressures are high, businesses that bring instant pleasure—short videos, short dramas, games, trendy milk tea—are all booming against the trend. Data doesn’t lie; by 2024, the domestic short drama market has already exceeded 50 billion, approaching the scale of traditional movie box offices, becoming the most eye-catching lucrative track in the economic winter.
The logic behind it is actually quite simple, all driven by human nature: when people encounter setbacks in reality, are overwhelmed by pressure, and see no hope, their instinct is to escape pain and turn to cheap pleasures that provide quick comfort. The anxiety, fatigue, and dissatisfaction in reality can be instantly dissipated in the refreshing feeling of a few minutes of short video, the twist of a short drama episode, the sense of achievement in a game, or the sweet healing of a cup of milk tea.
The pursuit of happiness and the avoidance of pain are innate human traits. Whoever can accurately seize this human demand holds the perpetual motion machine for making money.
Moreover, the commercial advantages of this type of dopamine business are unparalleled: extremely low costs, with marginal costs almost at zero. A piece of virtual data, a set of lightweight accompanying courses, an emotional counseling service, a piece of healing content… there’s no need to stock up, no heavy asset investment; a single output can be repeatedly monetized, and the repurchase rate far exceeds traditional physical industries. What users pay for is never tangible goods, but rather invisible yet addictive emotional value—buying a moment of “refreshing feeling,” buying a temporary escape from reality.
Stop burying your head in laborious business; competing on physical strength and cost will never beat the cycles. It might be worth pausing to think: what kind of real pain can you help users escape from? What kind of instant pleasure can you provide that people can’t resist?
If you can figure out these two questions, even if you just create a small knowledge IP, deeply cultivate vertical emotions and value output, you can easily turn the tide in an adverse economic environment.
An economic downturn is never without opportunities; it's just that business opportunities are no longer limited to traditional entities but have shifted to the emotional outlets of human nature. Dopamine is the key to unlocking the door to wealth, and human nature is the lock waiting to be opened. Those who understand human nature and can accurately unlock emotional needs have never lacked opportunities to make money.
Have you noticed this phenomenon: when the overall environment is down, and real-life pressures are high, businesses that bring instant pleasure—short videos, short dramas, games, trendy milk tea—are all booming against the trend. Data doesn’t lie; by 2024, the domestic short drama market has already exceeded 50 billion, approaching the scale of traditional movie box offices, becoming the most eye-catching lucrative track in the economic winter.
The logic behind it is actually quite simple, all driven by human nature: when people encounter setbacks in reality, are overwhelmed by pressure, and see no hope, their instinct is to escape pain and turn to cheap pleasures that provide quick comfort. The anxiety, fatigue, and dissatisfaction in reality can be instantly dissipated in the refreshing feeling of a few minutes of short video, the twist of a short drama episode, the sense of achievement in a game, or the sweet healing of a cup of milk tea.
The pursuit of happiness and the avoidance of pain are innate human traits. Whoever can accurately seize this human demand holds the perpetual motion machine for making money.
Moreover, the commercial advantages of this type of dopamine business are unparalleled: extremely low costs, with marginal costs almost at zero. A piece of virtual data, a set of lightweight accompanying courses, an emotional counseling service, a piece of healing content… there’s no need to stock up, no heavy asset investment; a single output can be repeatedly monetized, and the repurchase rate far exceeds traditional physical industries. What users pay for is never tangible goods, but rather invisible yet addictive emotional value—buying a moment of “refreshing feeling,” buying a temporary escape from reality.
Stop burying your head in laborious business; competing on physical strength and cost will never beat the cycles. It might be worth pausing to think: what kind of real pain can you help users escape from? What kind of instant pleasure can you provide that people can’t resist?
If you can figure out these two questions, even if you just create a small knowledge IP, deeply cultivate vertical emotions and value output, you can easily turn the tide in an adverse economic environment.
An economic downturn is never without opportunities; it's just that business opportunities are no longer limited to traditional entities but have shifted to the emotional outlets of human nature. Dopamine is the key to unlocking the door to wealth, and human nature is the lock waiting to be opened. Those who understand human nature and can accurately unlock emotional needs have never lacked opportunities to make money.
Hahaha, this world is too crazy
Breaking news is here! Tomorrow is Monday, and the two hundred million stock investors must not be careless; they must be prepared for both outcomes.
The Middle East situation adds more uncertainty, and Trump sends conflicting signals:
On one hand, he sends representatives to the Middle East for negotiations, releasing expectations for easing;
On the other hand, he exerts hard pressure, threatening to destroy Iranian power plants and bridges if an agreement is not accepted. This harsh rhetoric had been previously mentioned, but ultimately ended in a ceasefire negotiation.
Iran's stance remains tough, and they will not easily compromise. The tug-of-war between both sides will continue, with geopolitical uncertainty at its peak.
The capital market is caught in a dilemma: negotiations are a positive signal, while deterrence is negative, intensifying the long-short game!
Don't forget the market tricks from Friday night: U.S. stocks surged during the day on positive news, but after hours, Iran directly debunked rumors, with longs and shorts taking turns to reap profits from ordinary investors.
This Wednesday marks the end of the two-week ceasefire, and the movements of the U.S. and Iran remain unclear, with significant market volatility ahead.
Tomorrow, A-shares should be wary of stormy market conditions; do not be blindly optimistic, and ensure risk control. Being calm in response to market fluctuations is key!
The Middle East situation adds more uncertainty, and Trump sends conflicting signals:
On one hand, he sends representatives to the Middle East for negotiations, releasing expectations for easing;
On the other hand, he exerts hard pressure, threatening to destroy Iranian power plants and bridges if an agreement is not accepted. This harsh rhetoric had been previously mentioned, but ultimately ended in a ceasefire negotiation.
Iran's stance remains tough, and they will not easily compromise. The tug-of-war between both sides will continue, with geopolitical uncertainty at its peak.
The capital market is caught in a dilemma: negotiations are a positive signal, while deterrence is negative, intensifying the long-short game!
Don't forget the market tricks from Friday night: U.S. stocks surged during the day on positive news, but after hours, Iran directly debunked rumors, with longs and shorts taking turns to reap profits from ordinary investors.
This Wednesday marks the end of the two-week ceasefire, and the movements of the U.S. and Iran remain unclear, with significant market volatility ahead.
Tomorrow, A-shares should be wary of stormy market conditions; do not be blindly optimistic, and ensure risk control. Being calm in response to market fluctuations is key!
So much fun, Alipay's survival instinct is too strong, right? [sneaky grin].
Yesterday, the Nanjing team lost 0:2 to the Suqian team, and some netizens blamed it all on Alipay, questioning why the sponsor's IP name is called 'Nanjing Spirit.' Now Nanjing really got a 0 [facepalm].
Alipay is also full of survival instinct, quickly admitting fault: I take full responsibility. And changed the sponsor's IP name to 'Nanjing Wins.'
Now netizens are not buying it again, 'Nanjing Wins' (hard to manage), can Nanjing still win? Alipay is really troubled, what name should they choose?
Yesterday, the Nanjing team lost 0:2 to the Suqian team, and some netizens blamed it all on Alipay, questioning why the sponsor's IP name is called 'Nanjing Spirit.' Now Nanjing really got a 0 [facepalm].
Alipay is also full of survival instinct, quickly admitting fault: I take full responsibility. And changed the sponsor's IP name to 'Nanjing Wins.'
Now netizens are not buying it again, 'Nanjing Wins' (hard to manage), can Nanjing still win? Alipay is really troubled, what name should they choose?
Show the earnings, and also show the confidence.
This month's account performance is just the tip of the iceberg accumulated over many years of research and investment.
Having witnessed the ups and downs of cycles, stepped into the pitfalls of the market, and relied on precise grasp of the targets, turning excess returns into the norm.
Many people say that stock trading is difficult, but the real challenge is that there is no one to guide you to avoid pitfalls, and no one to teach you how to identify truly high-quality targets.
Those who understand know that what makes stock trading most exhausting is not the fluctuations, but the confusion of not having anyone to lead the way.
Hesitating when selecting targets, panicking when following the rhythm, both the principal and mindset are consumed in repeated tug-of-war.
If you are also in this stage, it might be better to stop and hand your confusion over to professionals, which can save a lot of trial and error costs.
This month's account performance is just the tip of the iceberg accumulated over many years of research and investment.
Having witnessed the ups and downs of cycles, stepped into the pitfalls of the market, and relied on precise grasp of the targets, turning excess returns into the norm.
Many people say that stock trading is difficult, but the real challenge is that there is no one to guide you to avoid pitfalls, and no one to teach you how to identify truly high-quality targets.
Those who understand know that what makes stock trading most exhausting is not the fluctuations, but the confusion of not having anyone to lead the way.
Hesitating when selecting targets, panicking when following the rhythm, both the principal and mindset are consumed in repeated tug-of-war.
If you are also in this stage, it might be better to stop and hand your confusion over to professionals, which can save a lot of trial and error costs.
4.19 Sunday Latest: Selected Summary of Listed Company Announcements
1. Major Contracts
2. Business Matters
3. Performance Disclosure
4. Operating Data
1. Major Contracts
2. Business Matters
3. Performance Disclosure
4. Operating Data
The new regulations from the Securities Regulatory Commission have been implemented, thoroughly opening up channels for social security, pension funds, and public offerings, allowing trillions in long-term capital to enter the market. It specifies that strategic investors must hold no less than 5%, guiding long-term investments. This move effectively addresses the short-term trading issues in A-shares and the problem of bull markets being shorter than bear markets, strengthens information disclosure supervision, strictly controls illegal reductions in holdings, and promotes long-term holdings by institutions. Although it does not involve quantitative reforms, the influx of trillions in long-term funds will reshape the pricing system and solidify the foundation for a slow bull market, truly bringing long-term liquidity to A-shares.
Who do you support as the leader? I support Ma Tilu.
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