Good morning, East 8th Ward:
3600 bearish.
Corporate performance reports are slowly coming out, and the bloody reporting season is coming to an end, ushering in a defensive month in November.
Yesterday's market was cold, the funds were speculated around new energy, my position was 60% unchanged, and the number of shares held was still the same.
This direction is not mentioned today, 4 + 2 and the rest of the cloud tianhua, Mingyang intelligence, I am based on fundamental logic to hold, in the quantitative rampage when I temporarily do not move the short line.
Tesla's new high, Ningde era, BYD double king new high, undoubtedly a boost to the entire plate, the end of the vibration will naturally end, the last stage of October holdings will not move.
People often ask, Hubei Yihua missed, can you chase the height and other questions, obviously lack of independent thinking, I will not give such help and tips, nor this ability, logic I will write out, according to their own situation to judge.
The intention to retain 60% of the position is to hedge when the style is switched again, to prevent the volatility of the income curve from being too large, and the profit has been guaranteed at the end of this year, and the transaction without too certainty is no longer done.
The logic of consumption is still there, and the internal circulation and the establishment of core brands will continue.
As for the problem of lithium ore, a few words, the market expectation is basically clear, salt lake lithium in the fourth quarter is certainly not good, due to the impact of weather, lithium carbonate prices have slowed down.
Hesheng Silicon Industry, the fundamental industrial silicon silicone price is still rising, Q3 performance in line with expectations, the trend, tepid, but the volume has not declined significantly, retail investors themselves game results, the main force has not yet shot, yesterday's opening wave of rapid pull non-retail investors, what is the intention? Let more retail investors sell due to index panic, superimposed performance cashing impact, the main force is still in the pattern, and the follow-up room for growth still exists.
The following old friends of more than five months can not watch:
In the market, everyone is eager to get the martial arts cheats, there is a master who points out which to fight, or any illogical words on the market can be discussed, such as a friend to give me a private message: so-and-so said that Central shares are pulling people to take over, how do I see, and so on.
I hope that when I see similar views, I will first see what the argument is, where the logic is, whether it can form a closed loop or self-justification, and then take it out to discuss, if it is just a sentence, I have internal information, then I can basically conclude that it is a liar. Reverse trick you to cut your leeks.
Don't sway investment decisions because of curiosity.
I have talked many times, there is a large group of people in A shares who make money by pulling points, helping the main force to recommend stocks, helping the main force to wash the plate, such as going to tantan, Momo and other eight poles can not hit the side of the app for a while, will find that there are people who recommend stocks, these people are huge and everywhere, because as long as a hundred people can cheat one, they can make money, and most of the family foundation of this gang is above seven figures, which shows the number of scammers & fools, including some big V.
Coupled with the recent quantification procedures I have been doing network information crawler summary, many of the recommended stock information crawled out of the crawl really refresh the bottom line, so I reiterate it again.
I have repeatedly talked about any point of view in the market that only looks at logic and data, not at conclusions, for example, I say that no matter how good the material is, you can't believe it, unless logic makes you trustworthy.
Our sniper battalion partners must have the ability to think independently and analyze, if you want to close your eyes and make money with tickets, don't read my articles, please go out and turn left to find the recommended stock god, because even if my variety stock price is new, you still can't make money.
At the same time, we welcome partners who continue to learn and progress to double their profits together, follow the daily article to share learning, and then with their own efforts, enhance their cognition at the same time to achieve stock speculation more than the income of the main business, and stable compound interest, supplemented by the real fire of Samadhi, chicken leg money is a must.
Recently, there are many scammers who impersonate me with qq plus people, don't be deceived, I will not take the initiative to contact anyone, nor will there be any recommended stocks.
See you at noon.
I'm liu shao, an analyst, talking about things that are not in textbooks, and only doing eight-figure transactions.
No QQ! The people who initiate contact are all scammers!