Phil plays with stocks :
The trend of cyclical stocks is getting stronger and stronger. The whole cycle of industry speculation turns. In fact, the real speculation has just begun, but the inflection point cycle of pork is relatively long. The real inflection point is probably expected to rise in pig prices in the second half of the year. However, considering that the pork sector as a whole is in the bottom area and has sufficient margin of safety, we propose that
Phil plays with stocks :
The market of nonferrous metals is good recently, but I'm not interested in it. I follow the futures price. In addition, there are many short-term people, and I have no bottom in my shareholding. It's good not to go to coal and liquor. Today, Xinji Energy is at a new high, stable, and stable. As for investment, it's just to seek growth on a stable basis
Phil plays with stocks :
Why is Xinji better than Jinkong these two days? Because it has coal power business besides the undervalued value of coal. Recently, the price of steam coal is easing, so it is good for power enterprises. Moreover, the power industry itself is also undervalued. The average industry valuation is about 10 times, while the U.S. power stocks are more than 10 times, so
Phil plays with stocks :
With more and more junk stocks being ST, capital began to flow into some industries with excellent fundamentals. The most obvious one was liquor. According to the data of the first quarter of this year, liquor showed positive growth. In 2023, the ROE (return on equity) of CSIC liquor rose to a new historical high (29.48%)
Phil plays with stocks :
Morning, full of anthocyanins, breakfast, garlic cheese and toast are really good to eat. Hee hee, the collapse of technology stocks led by Nvidia last Friday may also affect the overall technology stocks of A-share into adjustment. Areas with high undervalued dividends and high margin of safety will be further sought after by capital. Below 10 times PE is currently
Phil plays with stocks :
The flying car Jilin Chemical Fiber can go and earn a few points, which is also very good. Ha ha ha, keep the winning rate and fight for low level pork
Phil plays with stocks :
The strongest backflow of Ai's funds is the CPO of hardware computing power. The main reason is that this demand is a real explosion and can also produce results. Therefore, institutions prefer hardware, especially computing power. In fact, recently computing power is the strongest branch of AI, and most of the funds are locked,
Phil plays with stocks :
I remember when I first entered the market, a bunch of brick dealers came out to empty the US stock market crazily, waiting for the collapse of the US stock market. However, after so many years, the US stock market of others is still at a new high every year, and they are the real price market... The game has been adjusted for several days, and I feel that it is about to turn to it [hug]
Phil plays with stocks :
Today, the money loss effect of the market is exploding. The most tragic thing is the new energy and innovative medicine, many of which have continued to decline. Today, a big negative line is accelerating to kill. It's scary. As for the stock market, the AI side is the strong side, the dawn of the core target, the tide and other computing power
Phil plays with stocks :
The market liquidity is too strong, but the capital is relatively dispersed, and the direction is relatively vague, without too strong earning effect. New energy funds in the sector mainly copy the most fundamental core weight stocks, mainly Ningde Sunshine. These small notes did not follow, so there was no overall linkage of the sector to hype artificial intelligence
Phil plays with stocks :
AI has the strongest computing power today. The tide has risen and stopped. Industrial Fulian ZTE and others have soared. The century also has computing power [efforts]
Phil plays with stocks :
The weekend's massive storage was good. Tesla Energy Storage Super Factory landed in Shanghai and plans to produce Tesla Megapack, which will also boost the overall demand of the domestic large-scale storage industry chain. The direct benefit is that the Tesla chip supplier Ningde has not yet entered the Megapack supply chain
Phil plays with stocks :
The overall stability of the large reserve and the continuous return of funds have a small rebound trend, which is very healthy. The trend of Hanma is too weak and too weak. The bottom area also has no funds to predict that the adjustment trend will continue for a long time. I have considered for a long time that these 20% positions are temporarily switched to AI Century ht for arbitrage. Now it is 60% of the large reserve
Phil plays with stocks :
Today, the overall direction of the market is confused. The track weight of Sungrow Power in Ningde Times has begun to stabilize these bottoms, and there has always been funds to copy the weight to lead the rebound of the track market. It is expected that the hard days will end!
Phil plays with stocks :
The trend of Black Cat was good at first. The domestic substitution of conductive carbon black, the logic of 0-1, had a coal mine accident recently, which led to the price rise of coal. The price of tar kerosene, the material of Black Cat, has also been rising. According to the cost price, the probability of loss in the first quarter has been further increased, and the short-term logic has become variable,
