Today's turnover was 510 billion, and the market median fell by 0.4%. A-shares are now in a serious liquidity crisis. There is almost no capital injection, but people continue to withdraw money, just like a gradually drying pond, the water level drops, and the water area becomes smaller and smaller.
In the past, there were usually reasons for stock declines, but now, if there is no special reason, your stock will naturally decline as liquidity decreases. So don't ask why, decline is the norm.
Today I saw someone complaining in a WeChat group, saying that there is no need to display the stock price during trading in the future, and the money can be deducted directly at 3 o'clock. Actually... it's not impossible, especially when watching the decline every second, it is better to close the market directly, at least people can work peacefully for 4 hours during trading and be a qualified battery.
I slept in the morning and played Black Monkey in the afternoon. I didn't check the market all day, just to see the results at the close. Losing money in A-shares is fine, but I can't waste my time on it anymore, which is also a way to avoid losses.
When I reviewed the market in the evening, I found that some people on the forum were working hard to promote the Shanxi sector. The reason was that a large number of scenes in Black Monkey's game were taken from Shanxi scenic spots. Their logic was that the hot sales of the game would bring tourism to Huoshan West, so they even carefully compiled a list of listed companies that have invested in or held shares in Shanxi scenic spots.
There is some truth to this, but not much. The way these stock investors are struggling to dig out themes is very much like the fish at the bottom of the pond who are unwilling to accept their fate and are struggling hard.
Not to mention how many people would travel to Shanxi just to play a game, let's just talk about a stand-alone game like Black Monkey. Its popularity rises quickly and falls off quickly. Believe me, it will drop sharply in 10 days at most. It's not like pvp that can be hot for a long time. The topic cycle of pvc switches very quickly, and when the tide recedes, Game Science will naturally make a lot of money, but those stocks that are trying to take advantage of the popularity will be buried if you're slow.
In essence, the concept stocks related to the black monkey are all forced and hyped up without any substance. It is the same as the previous speculation on concepts of mythical beasts such as dragons, phoenixes and unicorns. This is also the helplessness of A-shares today. The value has collapsed, the order is chaotic, and people would rather speculate on air than buy logic.
……
In the past two days, I have seen many people complaining that the Black Monkey game is too difficult, and they often die many times against a boss, which makes them feel extremely frustrated. These players probably don't usually play soul-like games. This is how these games are. It is common for people to die hundreds of times in order to complete the game.
Souls-like games are a type of single-player games that have been very popular in the past decade. The reason they are called Souls-like games is that the pioneering works of this type of game are "Demon's Souls" and "Dark Souls", both of which were developed by the Japanese game company from software, and its president is the producer Hidetaka Miyazaki, who is now a legend in the gaming industry.
The characteristic of soul-type games is that they are difficult to operate. Whether it is a monster or a boss, the difficulty of the battle is far beyond that of traditional games. Players accumulate experience through repeated death and failure, and finally find a way to win with difficulty.
Because of the frequent frustrations in the experience of soul-like games, they are naturally anti-addiction, and many people quit playing games after emotional breakdown. But when they wake up the next day, their unwillingness to admit defeat will motivate players to continue playing the game and gain a great sense of accomplishment when they finally clear the game.
"Sekiro" and "Elden Ring" mentioned in my previous articles are also soul-like games produced by Hidetaka Miyazaki. They were the best games of TGA in 2019 and 2022 respectively.
Black Monkey can also be considered a soul-like game. Game science has thoughtfully reduced the difficulty. If you use spells and props properly, most bosses can be defeated within 5-20 attempts. When I played "Sekiro", there were several bosses. I didn't have any tricks. I just spent several hours and fought hard with swords and knives.
……
1. As of August 20, Walmart sold all of its JD.com shares, cashing out about $3.6 billion in total. JD.com previously launched a $3 billion repurchase plan, and today announced that it had bought out all of it. No wonder the stock didn't rise after buying so much, Walmart alone sold more than JD.com bought back.
2. Shanxi Expressway issued a clarification announcement due to abnormal stock price fluctuations. The company's main business is highway management and operation. This is a conventional disclaimer, and the subsequent profits and losses cannot be blamed on the listed company.
3. Xiaomi's second quarter revenue was 88.89 billion, higher than the expected 86.8 billion, and its profit was 5.1 billion, higher than the expected 3.8 billion. In the second quarter, 42.2 million mobile phones were shipped, a year-on-year increase of 28%. Electric vehicle revenue was 6.4 billion, but the loss was 1.8 billion. Currently, 27,307 vehicles have been delivered, with a loss of about 15,000 per vehicle. Lei Jun said that this is the best quarterly report in Xiaomi's history. I also think this performance is a surprise, but in the current environment of Chinese stocks, this performance is not surprising enough to reverse the stock price momentum, and it is worth a high opening at most.
4. Hengrui Medicine's revenue in the first half of the year was 13.6 billion, up 21.78%, and its profit was 3.43 billion, up 48.6%. Nearly half of the revenue came from innovative drugs. The company has gradually emerged from the trough of centralized procurement, but the overall rebound of the pharmaceutical sector is still far away. In this context, Hengrui cannot be the only one to rise.
5. iFlytek's revenue increased by 18%, but it made no profit and suffered a loss of 400 million. It is hard to say whether it is a disaster or not, because iFlytek has never made much money in history. Its valuation of 100 billion has always been supported by a beautiful imagination of the future. After all, its revenue increased by 18%. This dream has slowed down, but it is not over yet.
That's all.
