To The Moon

Federal Reserve Chairman Powell released the "dove" message at the congressional hearing for the second time last night. It is probably that we have slowed down the pace of interest rate hike before to assess how deep the impact is. We have not yet decided how much the interest rate increase will be raised in March. In the end, it will be based on the non-agricultural employment The CPI data is determined.

Uncle Bao's mouth is expected to have a first-class management level. When he sees the market, he pours cold water. When the market is pessimistic, he begins to comfort him again. This is the lowest-cost management art.

U.S. stocks did not fall much. A shares pulled back slightly. The worst decline was Hong Kong stocks. The Hang Seng Index penetrated another 20,000 points, and now it has returned to the embarrassing position of erasing this year's increase.

In terms of funds, the sword of Damocles, the Federal Reserve's interest rate hike, has been hanging on its head. Waiting for the United States to release the data, Hong Kong stocks have no direction before the result of the interest rate negotiation comes out. During this period, Hong Kong stocks have probably remained in a narrow range, and now the daily turnover has narrowed to about

From a fundamental point of view, we need to wait for the first-quarter report performance of A-shares and Hong Kong stocks in April to eliminate the market's doubts about economic recovery. However, it can be predicted that the financial report data for the second quarter of this year will be very beautiful. First, the economic recovery will take time to respond, and it can be fully released The influence of emotion, the base is very low, and the year-on-year is of course very high.

Based on this logic, I judge that the second quarter is the best time for the layout of Hong Kong stocks. If you hit your face, cover your face. Anyway, I'm going to do it like this.

...

1. Taiwan-funded enterprise, China, a unified enterprise that sells Laotan sauerkraut instant noodles, black tea, green tea and other food and beverages (this name is very conscious at a glance), released its 2022 performance, with an income of 28.3 billion yuan, a year-on-year increase of 12%, a profit of 1.2 billion yuan, a year-on-year

The main reason for increasing income but not increasing profits is that the cost of raw materials was relatively high last year. This year, with the decline in raw material prices and the recovery of consumption, the market believes that this financial report is exhausted, so it so it soared by 8%.

2. SJM Holdings' revenue in fiscal year 2022 was HK$6.7 billion, a year-on-year decrease of 34% and a loss of HK$3.1 billion.

Among the six gambling licenses in Macao, SJM has the worst financial situation. At present, it has a debt of nearly 30 billion yuan and 6.3 billion yuan on the account. There is a big problem with cash flow. In August last year, it raised 3 billion yuan. The market is very worried about whether it will repeat the old trick.

3. JD Group's net revenue in the fourth quarter of 2022 was 295.4 billion yuan, an increase of 7.1% year-on-year, estimated at 295.5 billion yuan; the profit was 8.90 billion yuan, estimated at 8.06 billion yuan.

The data is not bad, but $JD.com(JD)$ JD.com has urgently launched 10 billion subsidies in the face of Pinduoduo's embelie, so the market remains suspicious of the growth potential of the future market. Now the United States is falling again.

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