#投资表面上看，我的投资舒适区是 “买在无人问津处，卖在人声鼎沸时。”是这么做的，结果也很好。但这只是表面上。实际上我的投资舒适区，是“不在意”……因为我的主业是套利，那么主动交易我有的是耐心，和不在意。我可以一年做一笔，也可以三年做一笔，甚至可以十年做一笔。所以套利党做主动交易胜率很高，是理所当然的，同样也毫无意义。有很多 2020 年之后，BTC 还在越来越多的 holder。他们的主业有持续不断买入的现金流。这里难的是持续的、不依赖 BTC 的现金流，而不是买入。 ...

RT snow ❄️ (@snow949494)最近好多朋友问我：在中东怎么买房 + 拿黄金签证？我来分享一些经验👇作为住过6国/环球旅行80+国的"地球居民" 分享真实体验:没有完美的城市，适合自己的才是最好的。为什么选择UAE？1️⃣ 免税天堂 ！安全 全球最低犯罪率2️⃣ 时区优势：在中东生活，美股晚上12点前收盘就能休息，对身体健康好。又能同时链接中、美、欧三大市场。3️⃣ Web3 友好：政府积极支持4️⃣ 拿黄金签证：买房满 200万 AED（约55万美元）即可获得永居，无居住要求。这边医疗，教育，开银行账户和公司都很棒。缺点：沙漠气候，缺少森林和自然。但如果经常出差，可以弥补这个遗憾。为什么看好阿布扎比地产？持续的人口流入大于新房供给阿布政府实力‘最强金主’高质量人群持续迁入现在还处于早期建设阶段，3-5年后将完全不一样。我的判断：3年内有至少 翻倍潜力。推荐三个重点区域（Freehold）：1.Saadiyat Island（文化蓝筹之岛）•罗浮宫、古根海姆、UAE国家博物馆•纽约大学分校 & 最美海岸沙滩•位置相当于这里的 BTChttps://t.co/hc3Hk6VLPP Maryah ...

Core Viewpoint - The article emphasizes the importance of strategic asset allocation for families to optimize their wealth management and investment returns [2] Group 1: Industry Insights - The current market environment presents both challenges and opportunities for investors, particularly in the context of rising interest rates and inflation [2] - Diversification across various asset classes is highlighted as a key strategy to mitigate risks and enhance returns [2] Group 2: Company Analysis - Companies that adapt to changing market conditions and consumer preferences are more likely to succeed in the long term [2] - The article discusses specific sectors that are expected to perform well, including technology and renewable energy, due to their growth potential [2]

Economic Overview - In July, China's total goods import and export amounted to 3.91 trillion yuan, a year-on-year increase of 6.7%, with exports at 2.31 trillion yuan, growing by 8.0% [1][3] - The export growth rate in July continued to rebound for the second consecutive month, increasing by 0.8 percentage points compared to June [1] - Imports also showed significant improvement, with a growth rate increase of 2.4 percentage points from June [1] Export and Import Dynamics - Despite a decline in exports to the U.S. due to tariffs, China's overall export performance remains resilient, with a notable increase in exports to non-U.S. markets [3] - The major categories driving the increase in imports in July included high-tech products, such as aircraft engines and integrated circuits, following the U.S. lifting some export controls [3] Consumer Spending Trends - The total retail sales of consumer goods in July reached 3.88 trillion yuan, with a year-on-year growth of 3.7%, although it saw a month-on-month decline of 0.14% [3][5] - The consumption of key goods, supported by the policy of replacing old appliances, showed significant growth, with categories like home appliances and communication equipment seeing increases of 28.7% and 14.9% respectively [5] Investment Insights - From January to July, fixed asset investment (excluding rural households) totaled 28.82 trillion yuan, with a year-on-year growth of 1.6%, reflecting a decline of 1.2 percentage points compared to the first half of the year [5][6] - Manufacturing investment grew by 6.2%, while infrastructure investment increased by 3.2%, both showing a decrease in growth rate compared to the previous period [5][6] Economic Challenges and Policy Responses - The economic environment remains complex, with external factors such as trade protectionism and extreme weather conditions impacting economic performance [7] - The government is focusing on maintaining stable macroeconomic policies, enhancing flexibility, and promoting domestic demand to support economic recovery [7]

Group 1 - The core viewpoint of the article highlights that global central banks have significantly increased their gold purchases in the first quarter of 2023, reaching a record net purchase of 228 tons, a 176% increase from 82.7 tons in the same period last year, marking the strongest first quarter on record [1] - The total gold purchases by central banks over the last four quarters have surged to a record 1224 tons, compared to 1136 tons in the previous year, reflecting a substantial year-on-year growth of 152% [1] Group 2 - The largest single buyer in the first quarter was the Monetary Authority of Singapore, which purchased 69 tons of gold, bringing its total reserves to 222 tons, a 45% increase year-on-year [3] - The People's Bank of China increased its gold reserves by 58 tons, totaling 116.8 tons (412 million ounces) since November 2022 [3] - Turkey and India also increased their gold reserves by 30 tons and 7 tons respectively, with India's total reserves reaching 795 tons [3] Group 3 - The largest sellers of gold in the first quarter were the central banks of Uzbekistan (-15 tons) and Kazakhstan (-20 tons), while Russia's official gold reserves decreased by 6 tons to 2327 tons, although it still saw a year-on-year increase of 28 tons [4] - Other notable sellers included Cambodia (-10 tons), the UAE (-1 ton), and Tajikistan (-1 ton), with Croatia reporting a decrease of 2 tons in January [4] - The recent surge in gold purchases by central banks is driven by investment and hedging demands, particularly in light of economic uncertainties and banking sector turmoil in Europe and the US [4] Group 4 - The World Gold Council anticipates that gold investment demand will continue to grow healthily in 2023, while manufacturing demand is expected to remain relatively stable [5] - It is projected that global central banks will continue to buy gold in significant quantities, although the total may be lower than the record levels seen in 2022 [5] - There is also potential for moderate growth in global gold mine production and recycling [5]

Cryptocurrency Exchange Platforms - Recommends Binance for C2C transactions with a 10% fee reduction via provided link [1] - Suggests Pionex for grid trading bots, offering a 10% fee reduction through the provided link [1] - Highlights OKX as an on-chain entry point with a 10% fee reduction [1] - Mentions Bitunix as a fast-growing derivatives exchange, offering 5 USDT upon registration and up to 400 USDT for deposits [1] - Provides a Bitget exchange registration link with invitation code "ywfh0001" for a 20% transaction fee reduction [1] Stock Trading Platforms - Promotes ChangQiao Securities (Singapore and Hong Kong versions) for commission-free trading of US and Hong Kong stocks, waiving the need for proof of assets [1] Disclaimer - Explicitly states that the video content is promotional and does not constitute investment advice [1]

Investment Opportunity - Binance 理财提供 USDC 12% APY 的补贴活动 [1] - 收益来源于 Circle 的营销费用，类似于互联网行业的补贴大战 [1] - 补贴活动预计持续至少一个月 [1] - 每个账户限额 100,000 U (100 thousand U)，可通过注册多个账户突破限制 [1] Risk Warning - 该活动本质为营销补贴，持续时间可能有限 [1]

Product Offering - Meitou Pro offers 50 in-depth stock analysis and tracking videos annually [1] - Meitou Pro provides access to a professional analyst team and a community of over 1,000 members for collaborative discussions [1] - Meitou Pro shares daily investment perspectives, professional data, and trading summaries [1] - Meitou Pro's video library contains over 120 videos and more than 10,000 investment viewpoints [1] Content Focus - The content covers various investment topics, including post-modern cycles, electric vehicle investments, strategies to outperform Wall Street, and the US Treasury bond market [1] - The content also addresses quantitative risk assessment and management [1] - The content includes educational series on options trading, covering introductory concepts, practical demonstrations, and strategies for using traditional stocks in options trading [1] - The content provides insights into investment strategies, such as determining a company's intrinsic value, risk mitigation, wealth accumulation, dividend stock investing, and the utility of technical analysis [1] - The content explores investment psychology, aiming to help investors develop a rational and unemotional approach [1] Channels and Contact - Meitou team operates other YouTube channels, including "Meitou Kan Xinwen" and "Meitou Jiang Qiquan" [1] - Business cooperation can be reached via meitouinvesting@gmailcom [1] - The WeChat official account is Meitou_Investing, and the WeChat ID is meitoujiangmeigu [1]

黄金技术面分析：黄金看涨不追高，需要等待回来做多，并且上涨中不猜顶，能涨到哪里，就看到哪里。从技术面来看，黄金的日线和走起四连阳，趋势力 度比较明确，暂时的上涨空间还没有走完，上方*在日线布林上轨3430附近，这个价位可能在本周试探一下，如果要说大涨，暂时还看不出来，等日线布林 拉开后才有可能。H4周期依旧是单边走势，均线系统向上发散，布林开口，上轨的高压在3415附近，所以，周三继续看涨，黄金的高点在3415，3430。能 不能大涨突破前面的高点暂时不用猜，市场给出什么样的表现就做什么样的交易即可。小周期日内的支撑关注两个点，一个是3358，一个是3350，亚欧盘在 调整结束后，可以根据实际情况再做有效多单，预计节奏上还是美盘上涨。综合来看，今日黄金短线操作思路上贺博生建议以回调做多为主，反弹高空为 辅，上方短期重点关注3385-3395一线阻力，下方短期重点关注3350-3340一线支撑。 投资市场永远有四个层次：保住本金，控制风险，赚取收益，长期稳定持续赢利。不要因为一天的输赢定结果，赚钱是偶然还是必然，是凭真功夫还是凭运 气，在市场上能活着的肯定是最终能够长期持续赢利的投资者。交易就是一个好的习惯，严 ...

Trade Policy & Tariffs - The US government announced a 100% tariff on all imported products containing semiconductors, with exemptions for companies that have already or explicitly committed to transferring production to the US [1] - Companies building or in the process of building factories in the US will be exempt from the semiconductor tariff [1] - Apple is expected to be largely unaffected by tariffs imposed on India [1] Investment & Production - Apple CEO confirmed an additional $100 billion investment in the US, increasing the total investment to $600 billion over the next four years [1] - Apple will significantly increase spending on its US iPhone supply chain [1] - Apple plans to build the world's largest and most advanced [1] Supply Chain Strategy - Apple is committed to optimizing its supply chain and will "do more in the US" [1]