Cook's visitOFOIs the "Apple" shared bike coming soon?

Apple wants to produce bicycles? last year5Moon, Apple Once10Billion US dollars invested in Didi, and Didi isofoThe investor,B+After investing tens of millions of dollars in a round of investmentCWheel andDWheel continuous follow-upofoSo it's not worth checking out one's own subsidiary company, which has something to do with today's stock market.

Baijiu rose the best. A friend asked me why I didn't mention Baijiu shares in my Twitter this morning about Baijiu. Doesn't he belong to "rich and capricious" consumption?

Yes, of course, but I refused at the beginning because Baijiu is not universal and only consumed in China. It seems that foreigners hardly touch it.

Without universality, the space for growth is always limited, so my logic for the rise of Baijiu is not from the perspective of "being rich and capricious". This is also the so-called "cash cow". After entering the interest rate increase cycle, the first thing to be impacted is liquidity, so individual stocks with abundant liquidity are easy to be sought after.

Of course, any increase cannot be caused by a single theme. Currently, the hot topics on the scene are actually scattered, so the variety of increases often resonates with multiple themes.

When it comes to cash cow, there is another kind of company that people may not pay attention to. This is the hot "sharing economy" at present. In fact, the model is similar to that of Alipay in the past. If you think about how high the daily flow of Alipay was, you will know how big the flow of the sharing economy is now. So much cash is a typical "cash cow" enterprise.

Interestingly, it is said that recently, the CEO of Apple in China, Mr. Cook, went to see the "Little Yellow Car"OFOIt's hard to say that there will be a surge of excitement in the future, but who knows? This viewpoint resonates with multiple themes.

Relevant stocks of "sharing economy" can be viewed on the official account of concept enthusiasts.
Finally, if you haven't seen the concept stocks of "money and willful consumption" in the morning, you can also look at them yourself. "money and willful consumption" will be the next key direction. Consumption should be of high quality and upgraded. The rise of Baijiu will expand the influence of these stocks. Let's focus on it together.