The recent news is outrageous one by one.
Lei Jun revealed that xiaomi's stock price was sprayed with sweat by investors when it was slashed;
The fund manager of China Merchants Liquor issued a new fund, new energy theme;
Large customers threaten fund managers to redeem without selling new energy;
One investor wrote a letter to Qiu Guolu, saying that value investing was his fig leaf.
Personally, I admire Ray more. Write a good hand of code, science and engineering temperament is very sufficient. Although the early operation of Xiaomi is very confusing, there are many slot points, but it can be seen that Lei always has a pursuit. It is really hard to imagine such a successful person being scolded for an hour.
In front of investors, no one can stand up, including fund managers. I originally thought that the private equity manager was much better than the public offering, but I didn't expect ah, the situation was half a pound and eight two. But think about it, new energy, this century-old revolution, who does not participate in it can not bear.
Off-topic, Qiu Guolu's "The Simplest Things in Investment" is worth reading.
I said yesterday that the evidence of new energy peaking, I think there is no problem. After all, the top is an area, which is more obvious at present. There is a place that needs to be explained, and there are still many branches of new energy subdivided, such as energy storage and hydrogen energy that have been hot in the past two days. The problem of the old face of new energy peaking is not big, rest for half a year and then rush, but energy storage and hydrogen energy do not have this adjustment demand.
I think energy storage and hydrogen energy ideally take over the flag at half-mast. The demand side has a prototype, and the state also supports it. The reason why it is said to be half a flag, mainly because the technology is immature, the current increase is still in the speculation of imagination space, landing this point and lithium battery compared with the difference is too far. So it's hard to go as strong as a lithium battery.