开年前几天，茅子的数据不错，吸引了大批的观众。现在看来，最终还是不敌基本面的走弱，太差劲了。 之前浅尝一点的白酒，又回到了初始的位置，并且现在没打算加，搞不好还得陪白酒等几年。 我发现好多高光的行业都是如此，一旦失势，爬不起来是常有的事。 第三：锂矿、硅料龙头向下 别的行业，稀里糊涂赚钱，可能是横财，股市上稀里糊涂赚，就可能是横祸了。因为你，最终还是拿不住。 板块上： 第一：半导体再度反攻 板块指数上，半导体已经创下了近期的新高了，再度向上打开空间。只是，3大龙头还没有恢复元气，今天再度下跌。 基于他们的估值，我还没有考虑下场，继续等待。 第二：白酒向下 开年3个交易日，大A连涨3个交易日。不过这次有点不同，之前都是超4000家上涨，盘面赚钱效应非常不错。 今天涨跌几乎各半了，没有前两天的赚钱氛围。怎么做呢？ 早在周一开盘之前，我就思考清楚了。涨跌，都不是我下场的理由。 只有自己看得懂的，才能够下场，否则进场就算赚钱，也是稀里糊涂赚的。 这两个板块都还不错，只是几个龙头今天都不太给力了。有点像龙头跟板块背离的意思。 反正没看出来啥属于我的机会，继续等待便是了。 这两天看盘，有一个挺奇怪的现象要注意，大A经常盘 ...

炒股，最忌的事，是着急！无法耐心等待，总是毛毛躁躁，哪哪都是机会，哪哪都可以上车。这是大多数参与者的通病，只有抛弃这种思维，才能活下去。 很多人觉得炒股难，其实不是的，是他们太贪心了，本来好好赚钱的，他非要搞成了亏钱。 今天大A再度向下，其实早在周二证券冲高回落，我就提醒大家了。上周五是保险领涨，本周一是证券领涨。 都是利好推动，小利好，大效应。背后是主力在硬撑，但无效。 我将继续等待，直到真正合适的机会出现，再动手。很多人都已经失去了耐心，但我很轻松，根本不着急。 第二：地产下跌，来得太快 昨天有传闻金融机构将给地产龙头纾困，同时各地可能会做房贷贴息，共同推动了地产的反攻。 而这也是昨天反攻的原因，我内心很平衡，长期来看，地产就是个笑话，我以自己在广东各地买了几套房的经验，亏了几百万，明白指出这一点，我们走着 瞧。 第三：白酒也不行 今天看历史，发现过去的VCD、家电、冰箱，也走过这样的路。现在的白酒、地产，未来的整车，只不过是过去的一次重演而已。 没想到中国企业界，这么多年，就是没有摆脱这种问题。呸！ 这样的心态，才稳，才能做得久。 板块上： 第一：银行强硬护盘 只能说强硬护盘了，如果稍微向下，今天的指数 ...

这两天的波动，其实说出了一个炒股的真谛，也是巴菲特老爷子持续强调的。 他用了打棒球作为比喻，你可以一直坐在那里等着，不会有任何处罚，直到你认为合适的机会，能够打出全垒打，再出手。 如果无法打出全垒打，但你却不断出手，会有什么后果呢？就是打出一大堆臭球咯。 这两天的大A，虽然反攻，但我始终认为不到最好的时刻，持续克制自己，绝不出手！ 茅子每瓶的售价已经跌近批发价了，大量的经销商利润越来越低。不过今天白酒反攻，但这不是啥特别机会。 茅子自己的股价也跌破了1400，我在2个月前就做过类似预判。搞不好还有更好的位置呢！ 第二：硅料大跌 位置不合适就别上车，否则上车就是挨打，你遭这罪干嘛？ 好好等待，直到你认为的最佳时机出现，你再挥棒，确保每次都做出最好的击球。久而久之，那就是最佳击球手。 第三：银行向下，符合预期 否则，这两天必然挨揍！ 只有保持全盛，才能在最佳机会上，牢牢把握，扩大自己的规模。 这么多年来，我一直如此，并且做到了！ 板块上： 第一：茅子跌至1500附近，白酒却反攻了 长期高位横盘之后，终究顶不住了，继续向下。降息是必然，存贷利差减少也是必然，那么资产收益肯定要降低。 反映到股价上就是走低，除了硬手段 ...

今日外出税局办事，写文有点晚了。 大A早上来回震荡，午后开始拉高，能够反转当下局势，继续震荡或者是4000点之后再度走高呢？ 有这种可能性，别掉以轻心，随便就能够把你给甩了。 不过，这个位置我完全没有想法。万一，我说万一，进去之后继续大幅杀跌，那我找不到招架之力。 等待最合适的机会再出手，依旧是我炒股的首要原则。大家根据能力圈，该上则上，不该上就等等。 第三：CRO连续大跌3天 第一：锂矿、硅料全面反攻 创下新高后，感觉CRO有点吃不消了，大跌3天，龙头更是天天走低。 这个位置去玩，无异于玩火。我宁愿静观其变。 别的不说了，网络环境好严格，视频都发不出去，希望大家多学习，提高独立判断思维，不要上当受骗。我任何时候，都没空也没想法主动联系大家！ 我是李聪，10年读书会主理人，活到老、学到老，关注我，一起向上成长！ 一个奇怪的数据大家参考下，截止到现在A股继续涨，涨幅超0.4%，不过盘面待涨家数只有4000多家，上涨的有1000来家。自己感受下。 板块上： 过去大家爱理不理，或者躲得远远，近两月，锂矿硅料成为两市最靓的仔，没有之一。 这不就是一个周期循环吗？你在低位不敢坚守，高位又匆匆忙忙，怪谁呢？ 第二：银行继 ...

Group 1 - The overall market sentiment is mixed, with external markets performing well while the A-share market is underperforming [1] - In the materials sector, silicon materials and lithium mines have seen a surge but are now experiencing a pullback, indicating that prices may have risen too high [1] - The white liquor sector experienced a decline after a previous surge, with poor sales fundamentals leading to a lack of interest in further investments [2] Group 2 - The automotive sector reported a significant increase in production and sales, exceeding 3 million units in October, but the production outpacing sales may lead to a price war [3] - The excess inventory in the automotive sector raises concerns about future demand and pricing strategies [3] - The market's volatility is testing investors' patience and confidence, highlighting the challenges of navigating current market conditions [3]

Group 1 - The second Guolian Investor Conference and the 2025 Sustainable Global Leaders Conference will be held in Wuxi on November 6, focusing on the dual engagement of capital and industry [1] - GCL Group, a representative enterprise in China's new energy sector, has maintained its focus on the energy sector for 35 years, evolving from a local company to a global leader in renewable energy [3][4] - GCL emphasizes "green, low-carbon, and efficient" as its core development direction, leveraging technological innovation to reshape the energy structure [4][6] Group 2 - GCL has established a strong presence in Jiangsu, contributing to local industrial upgrades and viewing Wuxi as a key base for its operations [4][5] - The collaboration between GCL and Guolian Group has lasted over 20 years, focusing on integrating finance with industry to support long-term capital for innovative enterprises in new energy and new materials [5][6] - GCL believes that the essence of finance is to serve the industry, with green finance guiding capital towards sustainable directions [6] Group 3 - The transition from the 14th Five-Year Plan to the 15th Five-Year Plan has shifted national assessment indicators from energy consumption constraints to carbon reduction targets, increasing the demands for green development [7] - GCL is accelerating its international and domestic industrial chain layout through capital and industry integration, aiming for more resilient development within the green finance system [7][8] - GCL is advancing multiple key projects, including a significant energy investment and collaborations with financial institutions, to strengthen its global presence [8] Group 4 - GCL's innovation strategy focuses on extending its capabilities in emerging areas like AI, energy storage, and semiconductors, while remaining committed to green energy [8] - The company believes that success is defined by its mission and long-term value creation for the country and society, rather than short-term profits [8]

Core Viewpoint - The silicon material industry is undergoing a potential restructuring into a platform company, with leading enterprises negotiating acquisitions and consolidations with smaller firms to eliminate excess capacity [2] Group 1: Industry Developments - Leading silicon material companies, including GCL-Poly Energy Holdings, are forming a consortium with 17 silicon material enterprises expected to complete the setup by 2025 [2] - A platform company is being established with the investment of no more than 10 leading silicon material companies and financial institutions, aimed at acquiring the production capacity of other silicon material firms [2] - Other silicon material companies have the option to invest in the platform company or be acquired for cash, with the goal of rapidly reducing industry capacity [2] Group 2: Market Reactions and Rumors - There have been previous rumors regarding the establishment of a silicon material storage platform, indicating ongoing speculation in the market [2] - During a three-day meeting held by the Photovoltaic Industry Association in Beijing from October 14 to 16, there were claims of significant capacity control policies being introduced, which were later denied as part of a regular monthly meeting [2] - On October 16, reports emerged about the establishment of Zhongsilicon Capacity Integration Co., Ltd. and the registration of a polysilicon storage platform, which were subsequently refuted by authoritative sources [2]

Group 1 - The article emphasizes the importance of selecting valuable research reports and highlights the need for timely insights to avoid missing investment opportunities [1] - It reviews the performance of a specific stock, Lian Te Technology, which benefited from the AI industry's growth, achieving a maximum increase of over 40% [1] Group 2 - A particular A-share company is noted as the only one in its sector, with a diversified portfolio including power transmission, silicon materials, coal, gold, and new materials, and is expected to see a 49% increase in net profit by 2025 with a valuation of only 16 times earnings [2] - The emergence of humanoid robots is projected to create a 5.2 billion yuan bearing market, with two bearing manufacturers positioned to capitalize on this trend; one holds a 75% market share, while the other is partnered with Yuzhu Technology to enter the core supply chain [2]

Group 1 - A-shares have reached a new high, breaking the 10-year record and approaching 4000 points, indicating a strong upward trend in the market [1] - The lithium and silicon materials sectors continue to rise, with lithium stabilizing and potentially gaining upward momentum similar to early August [1] - The Chinese medicine sector has experienced a slight decline, particularly among leading companies, which is attributed to fundamental issues and is not expected to reverse quickly [3] Group 2 - The securities sector opened higher due to positive external news, which has boosted market sentiment, although there is a preference to wait for lower entry points [4] - The overall market direction has been chosen, but there is a cautionary approach to avoid investments outside of one's expertise [5]

Core Insights - Xinjiang's capital market has experienced significant growth, with 61 listed companies achieving a total market value exceeding 900 billion yuan as of August 2023, and projected total revenue surpassing 300 billion yuan by mid-2025 [1][3] - The region's capital market is evolving, integrating into the national market, and leveraging multi-tiered financing tools to strengthen core industries [1][4] Group 1: Market Development - Xinjiang's capital market has transitioned from a nascent stage in 1994 with the listing of Xin Hongxin to a more mature system with 61 listed companies by August 2025, ranking among the top in Northwest China [3][4] - The quality of listed companies has improved, with total assets reaching approximately 34,554.88 billion yuan, a year-on-year increase of 4.91%, and net profits growing for 28 companies, with 15 of them seeing increases over 30% [4][6] Group 2: Industry Performance - Key industries such as manufacturing, construction, wholesale and retail, and finance have shown significant profit growth, with respective net profit increases of 30.22%, 111.34%, 47.87%, and 33% [4] - Companies like Daqo New Energy and Guanghui Energy are leading in their sectors, with Daqo optimizing production amid market challenges and Guanghui pursuing a green energy transition [5][12] Group 3: Strategic Initiatives - Xinjiang companies are actively engaging in mergers and acquisitions, with 9 companies completing 8 major asset restructurings totaling 13.28 billion yuan from 2022 to August 2025 [9][10] - Guanghui Energy's strategic partnership with strong investors aims to enhance its long-term development and optimize its capital structure [8][9] Group 4: Future Outlook - The Xinjiang regulatory body emphasizes the importance of supporting listed companies to utilize capital market tools effectively, aiming for a robust and high-quality regional market [14] - The region is focusing on building a modern industrial system that leverages its resource advantages, with significant investments planned in coal and renewable energy sectors [11][12]