Waiting for price increase

Investing in A-shares is similar to the ancient method of squeezing oil. It takes 5,000 hits to produce 100 kilograms of oil. Eight years ago, Trump was about to take office. On January 10, 2017, the Shanghai Composite Index was 3,161 points; eight years later, Trump is about to take office again. On January 10, 2025, the Shanghai Composite Index was 3,168 points. In the meantime, how many good news did the A-share regulators release? In exchange for a 7-point increase? Why are A-shares not in line with international standards?

The People's Bank of China has suspended its purchase of treasury bonds in the open market. Previously, China's long-term treasury bond yields hit new lows in recent weeks under the expectation of policy easing. As for the reason for suspending the purchase of treasury bonds, the People's Bank of China said on Friday that the government bond market has been in short supply recently.

TSMC's revenue in the October-December quarter last year was NT$868.5 billion (US$26 billion), and its annual revenue totaled NT$2.9 trillion, a year-on-year increase of nearly 34%. The company's U.S.-listed shares have risen 89% in 2024, the best annual performance since 1999.

TSMC produces most of the world's AI computing chips for market leaders such as Nvidia, Broadcom, AMD, Amazon and Google. These companies also use TSMC's advanced chip packaging technology CoWoS to combine AI processors with high-bandwidth memory (HBM) chips to improve performance.
TSMC also serves most leading chip developers including Apple, Qualcomm and MediaTek. MediaTek is Taiwan's leading mobile chip manufacturer and recently launched an AI personal computer in cooperation with Nvidia.
TSMC also helps Intel manufacture processors, and the US tech giant, which has been heavily subsidized by the Biden administration, has had to postpone the internal production of some chips.

U.S. stocks rose 24% last year, and you can make money lying down without moving. Although it is currently facing a rebound in inflation and there is no hope for the Federal Reserve to cut interest rates in February, the current stock market retreat is considered to be squeezing the bubble. Many technology stocks are overvalued, which does pose great resistance to future gains. However, as long as investment and research and development continue in the field of artificial intelligence, new social forms and technologies will continue to develop. In 2025, the stock market should continue to rise. The cryptocurrency market will also continue to rise. If only Trump's national reserve plan is implemented, then a surge to 200,000 is possible. Recently, it has fallen back, so it is better to buy at low prices, wait quietly, and hold the currency for a rise.Others, no problem, just go to the square and chime. $BTC