集思录
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感觉开网约车也不错啊
集思录· 2025-07-17 14:00
Group 1 - The article discusses the experiences of various ride-hailing drivers, highlighting their income, working hours, and challenges faced in the industry [1][2][3][4][6][7]. - Driver A mentions that after two months of work, he only saved 5000 yuan, indicating the financial strain on drivers [2]. - Driver B reports working 17-18 hours daily to earn a reasonable income, emphasizing the need for long working hours to make ends meet [3][6]. - Driver C shares the difficulties of renting a vehicle and the high costs associated with it, which adds to the financial burden [3][4]. - The article notes that the increasing number of electric vehicles in the market is driving down income for traditional drivers, as electric vehicles can operate at lower costs [7]. Group 2 - The article reflects on the impact of the pandemic on small business owners, with one driver recounting the loss of his restaurant business due to high operational costs and the pandemic's effects [4]. - The narrative includes insights into the emotional and psychological toll on drivers, with one driver expressing feelings of despair after losing a long-fought legal battle [4]. - The discussion also touches on the potential for automation and self-driving technology to disrupt the ride-hailing industry, raising concerns about job security for drivers in the future [5].
17日投资提示:凯盛新材股东拟询价转让4.75%股份
集思录· 2025-07-16 14:22
Group 1 - The article highlights several companies with significant shareholder actions, including Kaisheng New Materials planning to transfer 4.75% of its shares, and Xince Standards' controlling shareholder intending to reduce holdings by up to 3% [2] - Other companies mentioned include Kesi Co., which has a controlling shareholder planning to reduce holdings by up to 3%, and Zhongchong Co., with shareholders looking to reduce by up to 1.5% [2] - Additionally, Fule New Materials has shareholders intending to reduce holdings by up to 1.33%, while Zhuhai Guanyu has won a final victory in a patent dispute with ATL [2] Group 2 - The article notes that Fenggong Convertible Bonds will not be forcibly redeemed, and Jian Gong Convertible Bonds will not undergo a downward adjustment [2] - Lastly, the article mentions that Xingsen Convertible Bonds are approaching their last trading day [2]
你们的账户对家属完全公开吗?
集思录· 2025-07-16 14:22
Group 1 - The article discusses the varying levels of transparency regarding investment accounts among family members, highlighting that some individuals prefer to keep their account details private while others are more open [1][4][8] - It mentions that some family members may not be interested in actively managing investments, leading to a lack of engagement with the stock market [4][6][12] - The importance of trust and communication in managing family finances is emphasized, with some individuals suggesting that sharing account information can foster a sense of security [9][14][15] Group 2 - The article illustrates different approaches to managing family investments, with some individuals taking on the role of a "fund manager" for their relatives, while others prefer to keep finances separate [10][12] - It highlights the potential psychological burden that can arise when family members have access to account information, particularly if they are not confident in their investment skills [3][12] - The discussion includes anecdotes about family dynamics and the impact of investment decisions on relationships, suggesting that financial management can be a source of tension or harmony [11][14]
美股一直涨,都变成信仰了?
集思录· 2025-07-15 13:33
Core Viewpoint - The article discusses the overvaluation of the US stock market, particularly the Nasdaq index, in light of high corporate valuations and the increasing US national debt, while contrasting it with the structural issues in the Chinese stock market [1][10]. Group 1: US Stock Market Dynamics - The US stock market has consistently rebounded from short-term declines, with many companies having market capitalizations exceeding $4 trillion and high price-to-earnings (PE) ratios [1]. - The correlation between CEO compensation and stock prices aligns the interests of executives with those of shareholders, contributing to a long-term upward trend in the market [2][3]. - A significant portion of US corporate profits is returned to shareholders through dividends and stock buybacks, which helps maintain stock prices despite high valuations [2][6]. Group 2: Comparison with Chinese Stock Market - The Chinese stock market suffers from a misalignment of interests between major shareholders and minority investors, leading to practices that exploit the company for personal gain [2][3]. - The lack of effective regulation in China allows major shareholders to extract value from companies, often resulting in significant losses for minority shareholders [3][10]. - The article suggests that the structural issues in the Chinese market, such as poor governance and lack of investor protection, hinder its competitiveness compared to the US market [13]. Group 3: Economic and Financial Considerations - The US economy is increasingly reliant on financial markets, with a hollowing out of the real economy as companies outsource production to maximize profits [8]. - The article highlights the importance of a stable political environment and respect for property rights in maintaining investor confidence in the US market [11]. - The ongoing inflation and the historical upward trend of global indices suggest that while the US market may appear overvalued, it has mechanisms in place to correct itself [9][12]. Group 4: Valuation Metrics - The article provides specific PE ratios for major US companies, indicating a wide range of valuations that reflect their global market reach and profitability [14]. - Comparatively, Chinese companies often exhibit lower valuations, raising questions about their growth potential and market competitiveness [14].
16日投资提示:恒锋信息实控人及一致行动人拟合计减持不超3%股份
集思录· 2025-07-15 13:33
Group 1 - The article discusses the strong redemption of Lende Convertible Bonds [1] - The shareholder Sichuan Capital Market Relief Development Fund plans to continue increasing its stake in Diou Home by investing between 40 million to 60 million yuan [1] - The actual controller and concerted parties of Hengfeng Information intend to reduce their holdings by no more than 3% of the company's shares [1] - Yongxi Convertible Bonds have been listed [1] - Huadian New Energy has new shares listed on the Shanghai and Shenzhen stock exchanges [1]
15日投资提示:灵康转债提议下修
集思录· 2025-07-14 14:31
Group 1 - Lingkang Convertible Bond: The board proposed a downward adjustment [1] - Shanshi Convertible Bond: The downward adjustment is nearing the bottom [1] - Guoda Convertible Bond, Yong'an Convertible Bond, Beilu Convertible Bond, Feilu Convertible Bond: Strong redemption [1] Group 2 - Yuanshin Industrial: The actual controller's concerted actor plans to reduce holdings by no more than 1.53% of the company's shares [1] - Tongwei Co., Ltd.: Expected net loss of 4.9 billion to 5.2 billion yuan in the first half of the year [1] - Lutai A: Expected net profit of 330 million to 370 million yuan for the first half of 2025, a year-on-year increase of 94.62% to 118.21% [1] Group 3 - Shunbo Alloy: Expected net profit of 150 million to 190 million yuan for the first half of 2025, a year-on-year increase of 78.81% to 126.49% [1] - Quanfeng Automotive: Expected net loss of 185 million to 155 million yuan for the first half of 2025 [1] - Suli Co., Ltd.: Expected net profit of 72 million to 86 million yuan for the first half of 2025, a year-on-year increase of 1008% to 1223% [1] Group 4 - Longi Green Energy: Expected net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025 [1] - Linggang Co., Ltd.: Expected net loss of 577 million yuan for the first half of 2025 [1] - JA Solar Technology: Expected net loss of 2.5 billion to 3 billion yuan for the first half of 2025 [1] - BluFan Medical: Expected net loss of 150 million to 100 million yuan for the first half of 2025 [1] - Shuangliang Energy: The company expects a net profit of -650 million to -500 million yuan for the first half of the year [1]
股民越赚钱,消费越低迷?
集思录· 2025-07-14 14:31
Group 1 - The article discusses the varying consumption behaviors of stock investors based on their earnings, highlighting that those who have made profits tend to spend more, while those who have not may be more frugal [5][10][11] - It emphasizes the psychological aspect of spending, where significant earnings can lead to impulsive purchases, contrasting with the more cautious spending habits of those with stable incomes [10][11] - The article suggests that the overall consumption in society is influenced by the wealth distribution among stock investors, with higher consumption from those with a greater marginal propensity to consume [8][9] Group 2 - The narrative includes anecdotes of individual investors, showcasing their modest lifestyles despite significant earnings, indicating a trend of prioritizing investment over consumption [1][3] - It points out that the shift in consumer behavior is not just about personal wealth but also reflects broader economic trends, where increased spending on premium products can drive company profits and worker wages [4][5] - The article argues that a lack of consumption can hinder economic growth, suggesting that consumer spending is essential for societal progress [4][5]
14日投资提示:美锦能源预计2025年半年度亏损7亿至4.8亿




集思录· 2025-07-13 14:10
Group 1 - The core viewpoint of the articles highlights various companies' shareholder actions, financial forecasts, and market activities, indicating potential investment opportunities and risks in the market [1][2]. Group 2 - Qingyuan Co., Ltd. plans to reduce its shareholding by no more than 1% of the company's total shares [1] - Jiamei Packaging also intends to collectively reduce its shareholding by no more than 1% [1] - ST Dongshi is publicly recruiting investors for restructuring [1] - Hongcheng Convertible Bond will not be forcibly redeemed [1] - Jintian Co., Ltd. expects a net profit of 340 million to 400 million for the first half of 2025, representing a year-on-year increase of 176.66% to 225.48% [1] - Meijin Energy anticipates a loss of 700 million to 480 million for the first half of 2025 [1] - Zhonglu Convertible Bond and Kuitian Convertible Bond will not undergo adjustments [1] - Xizhen Convertible Bond has been listed [1] - Shanda Electric Power and Jiyuan Group are new stocks available for subscription on the Shanghai and Shenzhen exchanges [1] - Southern Universal Data Center REIT (508060) and Southern Runze Technology Data Center REIT (180901) are available for subscription [1]
今年我是完全错过了大家说的牛市
集思录· 2025-07-13 14:10
大家都在讨论牛市,我却在股市上颗粒无收,难道我穿越了,伤心一分钟。 qgj8848 有幸经历过两次大牛市,07、15年,我的经验就是如果有牛市,就持仓不动,早晚会到,也 千万别想着高抛低吸,拿稳扶好。实在受不了、拿不住,就拿大盘指数,牛市大部分人都跑 不过指数,且掉头时也有时间跑。 其实,现在就拿证券ETF,牛市,证券迟早还要来一波。 另外到了牛市后期(指数涨幅较大后),少来论坛看消息,千万别被洗脑,变的是各种理 由,不变的是成交量。 e老实和尚 今年全A等权涨了20.51%,这意味着广大散户朋友随便买只股票平均收益都有20.51%。今 年是牛市无疑。不要试图预测市场,顺势而为,涨就跟随,将来跌了那是将来的事,目前不 必考虑。 这次长期逻辑变了, 以前上市套现,炒股挣钱之后都是把钱转出股市去买房,买车。 现在你在股市上套现后拿着钱能干什么? 买房?(呵呵)。买车?(国补不是提前消费了一 轮了吗),还是存银行?(拿1%的利息)。 鼎级外星人 以前你错过了几次牛市? 今年如果是你投资生涯第一次错过牛市,那不是你的错。不算遗憾。 某种程度上来说,甚至是一笔财富。 但如果这是你第二次,第三次,甚至第N次错过牛市, 那 ...
本周热点:可转债感觉目前已经处于高位了,大家后续怎么安排?
集思录· 2025-07-11 08:00
Group 1 - The article discusses the challenges in stimulating consumer spending, highlighting various economic factors that contribute to the current situation [1] - It emphasizes the impact of market conditions on consumer confidence and spending behavior, suggesting that external economic pressures are hindering growth [1] - The piece also touches on the historical context of market fluctuations, referencing past events that have shaped current consumer sentiment [1] Group 2 - The article mentions the importance of addressing unfair competition and internal competition within industries to foster a healthier economic environment [1] - It raises concerns about the current state of convertible bonds, indicating that they may be at a high point and prompting discussions on future investment strategies [1]