去年9.24行情爆发后，自选股里面有10个股票，我精心的选了一个重仓。到5月底为止，只 有我重仓的在下跌，没有买的9个都上涨了，真TMD晕死，这概率也是逆天了。 有同感的来吐槽！ 那个孩子 经常会有一种错觉，整个投资圈(包括雪球、集思录、各个股票群等等)就是一个围绕着我账户 资金打造的"楚门的世界"，我的一举一动都在他们的掌控之下，他们精心设计一个个超长期 的圈套就为了我账户里那仨瓜俩枣有一天自投罗网，他们盯住猎物的耐心堪比我持股的耐 心，太TMD恐怖了，总有一天我也会上套。。 e老实和尚 所以要大饼。 魔豆 你如果真的能从大A五千多只股票中选出10股 然后又在10股中挑出一股重仓 重仓的这一股还大涨特涨 你早就不是今天的你了还逛集思录？ 我看股神特朗普都得给你提鞋 巴菲特老爷子求着你共进晚餐 营业部天天下班之前都得开个会讨论一个你的账户的持股变动 整个股市都是你的提款机 基金经理们在你面前瑟瑟发抖 很久以前，坐庄的是可以看到每个股东的持股数量的，所以很多股票，一直要洗到大户忍受 不了，卖出之后才会拉升。 也可以理解为，庄家拿不到足够的筹码，就不会大幅拉升，不会做成强庄股。 之所以很多股票，一卖就涨，就是因为 ...

Core Viewpoint - The article reflects on the transformative power of education in rural areas, highlighting the journey of children from a village who pursued education as a means to change their destinies, despite the challenges faced by those who remained in the village [1][2]. Group 1: Education and Opportunities - The village has seen a significant number of children, over 200, leave for better opportunities through education, with only a few remaining due to various circumstances [1]. - In 2007, the village community began to take education seriously, making sacrifices to ensure children could attend better schools, resulting in over ten more children being supported in their educational pursuits [2]. Group 2: Success Stories and Challenges - Five individuals from the village achieved notable success through education, reaching what is described as the "ceiling" for children from humble backgrounds, with one becoming a university professor [1]. - Many of the children who succeeded did so through hard work and resilience, often finding jobs in state-owned enterprises or as civil servants, while maintaining connections with their roots [2]. Group 3: Reflections on Change - The narrative emphasizes the bittersweet nature of progress, as those who left for better opportunities often reflect on the lives of those who stayed behind, leading to feelings of comparison and nostalgia [2]. - The article suggests that while education can provide opportunities, the reality of social mobility remains complex, with some individuals feeling that education alone may not guarantee a better life [4][19].

Group 1 - The article discusses the planned change of control and suspension of trading for Diou Home [1] - Precision Forging Technology intends to invest 50 million yuan in a stake in Wuhan Gelanruo Intelligent Robot Co., Ltd. [1] - Nenghui Convertible Bonds and Keshun Convertible Bonds will not undergo adjustments [1]

武汉天源：股东拟减持不超4%公司股份 晓鸣股份：股东拟减持不超3%公司股份 天合光能：拟2.62亿元收购关联方所持天合富家2.07%股权 洛凯股份：与七星股份进行洛凯电气，泉州七星股权转让关联交易 灵康转债：不下修 海阳科技：沪深新股申购 关注集思录微信 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众号 及作者概不承担任何责任。 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下，使资产获得稳健增长。 快捷查询： 搜索公众号"jisilu8"添加我们 ST东时：收到中国证监会立案告知书 ...

Core Viewpoint - The article discusses the journey of understanding investment strategies and the realization that success in the stock market often requires self-awareness and continuous learning rather than relying on sudden insights or external figures [1][4][11]. Group 1: Investment Philosophy - Recognizing oneself as an ordinary person is crucial; focusing on broad market returns (Beta) rather than individual stocks can be more effective [2][4]. - The concept of "three knows" from DeLong emphasizes understanding one's own risk tolerance and psychological limits in investing [5][10]. - A conservative investment approach is suggested, which includes long positions, no leverage, no time constraints, diversification, and investing in undervalued assets [18][21]. Group 2: Industry Insights - The automotive industry is highlighted, with a focus on the competitive landscape where companies like BYD and new entrants are outperforming traditional players like Great Wall Motors [8][10]. - The shift from traditional fuel vehicles to electric vehicles is reshaping market dynamics, with new players focusing on product differentiation rather than volume [10]. - The importance of having a solid understanding of the market and avoiding emotional or speculative trading is emphasized, as many investors fail due to a lack of information and strategy [23][28]. Group 3: Learning and Adaptation - Continuous learning and adapting strategies based on market conditions are essential for long-term success in investing [11][24]. - The article suggests that true understanding comes from systematic study and learning from established investment principles rather than relying solely on personal insights [26][29]. - Acknowledging one's limitations and focusing on areas of expertise can lead to better investment outcomes [14][28].

Core Viewpoint - The article discusses the challenges and considerations of starting a nursing home business, highlighting the complexities of the healthcare industry and the potential difficulties in profitability and competition [1][3][9]. Group 1: Industry Insights - The aging population is a significant trend, making the nursing and elderly care industry a potentially lucrative field, but the path to profitability remains uncertain [3]. - There is a noted lack of major capital investment in the nursing home sector, suggesting that if it were a highly profitable industry, it would have already attracted significant players [3]. - The nursing profession is described as demanding and often unappealing, with many young individuals discouraged from pursuing it due to the nature of the work [7]. Group 2: Employment and Income Challenges - Entry-level positions in healthcare, such as nursing assistants, often come with low pay and lack of benefits, as illustrated by a case where a caregiver earned only 190 yuan per day after agency fees [7]. - The competitive landscape for healthcare jobs is tough, with many positions requiring at least a bachelor's degree, making it difficult for those with lower qualifications to secure stable employment [5][6]. - The financial burden of healthcare services can be significant, as demonstrated by a case where a patient's total medical expenses exceeded initial estimates, highlighting the unpredictability of healthcare costs [8]. Group 3: Entrepreneurial Considerations - Starting a nursing home is viewed as a high-risk venture, with potential losses being substantial compared to other business opportunities, such as a small café or retail shop [9]. - The article suggests that aspiring entrepreneurs should consider less capital-intensive business models before venturing into the nursing home industry, which requires significant investment and operational expertise [9].

集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下，使资产获得稳健增长。 快捷查询： 搜索公众号"jisilu8"添加我们 份额占本市的50%左右，所以统计的样本数量还可以，概率也相对准点 不管做什么生意，项目，赚钱了，肯定是会和朋友吃吃饭，请请同事或领导走走人情，反应 到酒店就是生意会上升，那从我家购买的生鲜量就会上升。 从今年统计的数据还看，餐饮类普遍比去年营业额下滑三分之一至三分之二，虽然国家喊着 经济口感在回稳，但是实体目前是没看到的。 从餐饮的角度来说一下经济复苏 https://www.jisilu.cn/question/509897 三十五岁工程师失业三年，敢问路在何方 https://www.jisilu.cn/question/509843 关于遗产继承 https://www.jisilu.cn/question/509806 找不到工作，能不能自己创造工作？ https://www.jisilu.cn/question/509811 关注集思录微信 特别提示 本文不构成任何投资建议，仅为 ...

Group 1 - The core viewpoint of the article highlights the adjustment of project plans by Zhuhai Guanyu, shifting from high-performance lithium-ion batteries to consumer battery products, maintaining a total investment of 4 billion yuan, with production expected to commence by 2028 [1] - The board of directors of Hangyang proposed a down adjustment for the convertible bonds, indicating a strategic financial maneuver [1] - The article mentions the new stock subscription for Yingstone Innovation on the Shanghai and Shenzhen stock exchanges, suggesting potential investment opportunities in the new stock market [1]

Core Viewpoint - The article emphasizes that increased business activity does not necessarily equate to profitability, highlighting the competitive pressures in the restaurant industry and the impact of pricing strategies on overall market dynamics [2][7]. Group 1: Market Conditions - The restaurant industry is experiencing a significant decline in revenue, with many establishments reporting a drop of one-third to two-thirds compared to the previous year [1]. - The introduction of low-priced meal packages has led to increased customer traffic for some restaurants, but this has resulted in lower profit margins, with some establishments seeing a drop in gross profit margin to as low as 15% [1][4]. - The overall sentiment in the market indicates that while some restaurants are busy, the competition is fierce, leading to a potential decrease in profitability across the sector [7][8]. Group 2: Competitive Dynamics - The rise of budget meal options has forced other restaurants to lower their prices to remain competitive, which can lead to a race to the bottom in terms of profit margins [4][7]. - The phenomenon of "price wars" is evident, where established restaurants are pressured to adopt similar pricing strategies to attract customers, impacting their long-term sustainability [2][5]. - The market is characterized by a shift towards lower-priced offerings, even among previously high-end establishments, indicating a broader trend of cost-cutting in response to economic pressures [4][5]. Group 3: Consumer Behavior - There is a noticeable shift in consumer dining habits, with a decline in business-related meals and an increase in family gatherings, which has altered the demand landscape for restaurants [5]. - Consumers are increasingly opting for value-driven dining experiences, as evidenced by the popularity of family meal packages and discounted offerings [5][8]. - The perception of value is changing, with consumers willing to wait for lower-priced options rather than paying a premium for convenience [5].

这几天在B站刷了一个关于分析公司价值以及研读财报的课程。 然后试着对目标公司的2024财报进行了分析， 结合某江电力的资产负债表。 比较疑惑为什么 它的账面只有约70亿，但短期借款和一年内非短期借款总共约1200亿。 是我忽略了什么细节吗？ 我认为它肯定经营良好，且不会倒闭。 但假定不知道这份财报是某江电力的。 我只能得出它 即将破产的结论。 flushz 看财报里的数据，最好不要对着书本，不然容易掉坑里。读万卷书远不如行万里路，对于投 资来说，看懂商业模式更重要一些。 首先，借钱借的多，短债多，就要倒闭，这本身就是一个谬论。抛开存信用不谈，即便是对 于普通人，银行为什么愿意借给你钱，是因为你账上现金有多少吗？绝不是，而是你 有硬资 产可以去抵押 ，长电2000亿的净资产，对应2000多亿的负债，看上去很多，其实很正常，负 债率不低但远谈不上有什么财务风险。很多新项目，只要收益率评估算得过账，固定资产投 资自有资金与银行贷款比例20%-40%不等，翻译过来就是可以放约2倍的杠杆去资本开支。 其次，账面资金没有太多的意义，长电一年的经营现金流量净额是600亿+，当然还要扣除必 要的维护性开支，不过对应的几百亿短 ...