LanlanCC
LanlanCC
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avatarLanlanCC
04-10 10:58
Nvidia's expected P/E ratio (P/E) converged to 18.7 times at the end of March. Looking back at the past decade, this number only appeared twice in March 2016 and January 2019! Why is the price near its historical high, but the P/E ratio hit a ten-year low? Because of its future profit expectations (E) growth rate, it has far outpaced the pace of price (P) gains. The market is always worried that Nvidia will repeat the crash of the periodic chip stock, but Nvidia's performance is highly certain when giants like Meta still can pour $21 billion into buying power. This contraction in the P/E ratio, driven by strong fundamental growth, is the dream “gold cross-buying point” for value investors and trend traders.
avatarLanlanCC
04-08 12:35
Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade. 
@Mrzorro:Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade.  – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome
avatarLanlanCC
04-08 11:31
the latest study from Fed : after the pandemic, even commodities with falling prices cannot lower overall core inflation as it did in the past. This means that the underlying logic of inflation has changed, and the price rigidity caused by supply chain shocks will force the Fed to maintain its "High for Longer" interest rate policy. Citigroup has postponed its interest rate cut until September.
avatarLanlanCC
04-08 11:15
According to the latest data from the Organisation for Economic Co-operation and Development, the proliferation index of leading indicators has shown clear signs of bottoming out at the beginning of the year. This means that if we can temporarily remove the exogenous variable of war, the global economy would have been on track to re-accelerate. This explains why the big Wall Street firms are sticking to their optimistic expectations of the S&P 500 in the face of the threat of a third world war.
$友邦保險(01299)$   The final dividend up 10 %. Annual dividend up 10 %. The company also announced the launch of a new round of $ 1.7 billion share buyback.
Meeting adults costs too much to be perfunctory Have you ever calculated how much it costs to meet someone? It's not just coffee money, meal money It was the one or two hours that squeezed out of the busyness. It's about giving you the only half-day complete time.
Why would the market pay such a premium when tech stocks grow at a rate of 30 to 40 per cent, while Costco grew at a rate of 10 to 20 per cent, while P/E ratios remained at more than 50 times and now nearly 55 times?
the estimated cost in Chinese Yuan (RMB) to fill a 60-liter fuel tank across major countries/regions, based on prevailing gasoline prices (likely 92/95-octane equivalents).Key Accurate Elements:Cheapest countries:Iran (¥12) and Venezuela (¥14) have extremely subsidized fuel, often under $0.10–0.15 USD per liter (sometimes as low as $0.02–0.11/L depending on the grade and source). This matches multiple reports placing them among the world's cheapest. Saudi Arabia (¥256) and Malaysia (¥281) are also low due to oil production/subsidies, consistent with data showing Gulf and Southeast Asian producers well below global averages. Mid-range countries (Russia, Japan, US, China, Brazil, etc.):China (~¥492 for 60L) aligns roughly with reported prices around ¥8–9.20 per liter in March 2026 (governmen
China looks to restart US energy imports as Iran tensions rattle markets China-bound tankers prepare to load 600,000 barrels of American oil per day, research firm says Trump has used the crisis to highlight burden-sharing: the U.S. is far less dependent on Hormuz oil than Asia (importing mostly from Canada/Mexico), positioning American energy as a stabilizing alternative while pressing allies and rivals alike
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Live Streaming: 股市下行,點樣巧用期權對沖風險、捕捉潛在機遇
The criticism that once humiliated you no longer defines you, because you have already embraced the doubts inside. The betrayal that once shattered you cannot strip you of worth, because you no longer tie your worth to the loyalty of others. 
When you accept that the unconscious is not a monster to be destroyed but a shadow to be integrated, you finally break the chains. Then, even when life strikes you remain unshaken. Pain may touch you, but it no longer dictates who you are. And that is the beginning of liberation. Not the absence of suffering, but the end of enslavement to it.   
To address the crisis, Saudi Arabia started a 1,200-kilometer-long onshore pipeline, diverting nearly 4 million barrels of crude a day to Yanbu, the Red Sea. This pipeline is the last tourniquet that the global economy is now free from complete blood loss. However, it also means that a large number of tankers must now pass through the Red Sea and the Strait of Mandeb — which is the range of the Houthi attacks! If the Mander Strait is also threatened by blockade, up to 30 percent of the world's maritime oil will be double-barred.
Iran's parliament speaker has warned that his country's forces were "waiting for American soldiers" as a further 3,500 US troops arrived in the Middle East. https://www.bbc.com/news/articles/cge01w2dxe0o
US President Donald Trump announced an ultimatum on Iran's power plants and energy infrastructure, deferring it by 10 days to April 6. It sounds like an intended cooling, but then U.S. forces bombed Iran's heavy-water nuclear facility, a yellowcake mill for uranium processing, and even two of Iran's largest steel plants. Trump confidently stated at his Miami event that Iran has been completely destroyed, noting that Iran is currently pleading for an agreement, even willing to send eight oil tankers in exchange for negotiation space, and renamed the Strait of Hormuz as the Strait of Trump. But Iran's top officials responded with a retaliatory response, saying they could not tolerate the extreme pressure of the US to engage in talks and have not yet decided whether to return to the truce
In terms of financial special projects and capital expenditure, R&D investment has become a critical flow of funds. The R&D expenditure in the fourth quarter reached RMB4.994 billion, and the total amount of RMB1.6496 billion for the whole year. These huge capital expenditures are not used for traditional fixed asset acquisitions but are instead heavily invested in the development of underlying agricultural technologies, the construction of digital infrastructure in the supply chain, and the overall upgrade of logistics networks in remote areas $拼多多(PDD)$  
Chinese media reports that the Chinese mini drama industry has begun to enter the era of AIization, and many mini drama platforms are promoting the " protagonist real person, supporting characters fully AI" model, and even "full-film AI, no real person," leading to a large number of supporting characters, dragon sets, and contract actors becoming unemployed, even the work of top mini drama actors has been greatly reduced, and film remuneration has been cut back. According to Sohu China, multiple short drama filming bases in Hengdian and Zhengzhou in China have seen a large number of actors unemployed. In January of 2026, the proportion of AI simulator skits jumped dramatically from 7% last year to 38%, and it is expected to be more than half or even higher. By comparison, the cost of live
Google drops [笑哭]

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