different kinds of cryptocurrencies, Knowledge graph

Finally, let's talk about value investment. You can read a book called "Smart Investor". There is almost no value investment at this time. The so-called core assets you eat are his growth attributes, while the value itself puts forward that Graham, the teacher of investor Buffett, was born in a big era and was originally a manufacturing industry. It is very simple how much your computer room equipment is worth. As long as your stock is lower than this price, there is a margin of safety. This is the meaning of value investment itself, and the current company value is very high. I don't know who cared about dpi in the primary market in 15 years. I only care about the dream value, and why a large number of institutions like to buy Maotai, because it is the company with the simplest financial statement in the whole A-share market (except the one that runs scallops), and its price-earnings ratio, spread, poor growth rate and valuation center are all good ways to evaluate, including some ETFs that have fallen into transformers.Don't think that shipping is a bad word. If you don't speed up the shipment, you can't follow the trend without pulling the board. You have worked hard for one year, waiting for the event-driven east wind, and the fire will burn quickly. This is the enjoyment of "tulip bubble"Let's talk about the plate again. Let's try to do certainty, look for certainty logic, and make plans at the end of this year's last point. For example, last week we said that institutions are very optimistic about tourism. In fact, everyone is familiar with the stimulation of tourism in winter. There is nothing new about an Asian Winter Games, which corresponds to a Dalian Shengya and a Changbai Mountain. These are all things stimulated by winning numbers's policies. Earlier, we told you that one of them is a Zhuang stock. Just take a research report from the seller's research institute before posting last week. Look at this week, the amount is at a new high. You said that these managers will definitely take it, but it will become a relay. If you get out before the chips are loose, your net worth will accelerate to a new high. After all, the optimization mechanism of the last elimination system is still terrible for the iron rice bowl. From a macro perspective, it is definitely an opportunity for local financial control platform companies to be involved in debt conversion in the next six months, and it will take half a year at the earliest to solve the liquidity. We will talk about it in detail later. From the perspective of the whole transformation cycle, what quantum information does the whole industrial chain of robot low-altitude ai semiconductors include, and so on? Anyone who has some fundamentals will go crazy in the slow cattle. The shortest term is the upcoming meeting and annual report. Do you want new infrastructure? Do you want certainty in the annual report? Last year, the optical module pcb was highly deterministic. What is the high certainty this year? Look at the contract liabilities. There is a group with high contract liabilities. As long as the first company discloses the compound expectation, it will be fulfilled. Combined with the new infrastructure, there may be a sustained market. You can look for it. The general direction is in the direction of resonance between wind power parts and quadruped robots. There are too few stocks and the capacity is not large, so we will not order it.

Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.

One son will be fully revitalized.It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?This time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.