This article is machine translated
Show original

Our S1 signal indicated a buy point for Moutai last Thursday, within a 360-day timeframe. My opinion on this position is: Technical Analysis: Buying Moutai is essentially betting that it won't fall. The candlestick chart shows a support level, and the stock's ATR (Average Return Rate) has remained relatively stable over the past few years. Fundamentals: A one-time dividend of 3.6% outperforms large-denomination certificates of deposit (CDs), which have already fallen to the 1% range. As for when Moutai will rise, I don't know. Everyone is bearish on FUD (Financial Inflationary Environment), there's deflationary environment, interest rate cuts and monetary easing, young people don't really drink Moutai, and state-owned enterprise control—there are pros and cons, I don't understand. KOL interview: Duan Yongping's words weren't entirely correct. When I saw him playing with MRNA, I also tried it out with over 200 RMB. He said he would buy it and then study it. At the time, I didn't understand it. My understanding of MRNA was similar to that of the older guys in the crypto: buy first, then study. I traded back and forth a few times, exiting with a small loss. I rarely looked at his holdings after that. If he hadn't sold now, it would be around 35 now, a loss of about 70%. Plus, he hasn't been back to China for a long time, so his understanding of the Chinese market is limited. He probably has some RMB that he can't leave, and he still has shares and businesses in China. This is a strategy that outperforms large-denomination certificates of deposit. Considering his cost of 150, it's really not worth it to be worth it now that it's 1500. I've explained the pros and cons and the logic; just read it yourself.

From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments