$FYG;FUYAO GLASS(600660.SH)$Tesla(TSLA.US)$BABA-W(09988.HK)

Just received a little horse from Longbridge @Longbridge Community Admin over the weekend ~ Get rich immediately!!!

I took profits on NVIDIA in phases last night.

First, to reserve room for increasing my position in Amazon, and second, referring to last year's "ds moment," to slightly reduce the proportion of U.S. tech stocks.

Opened a position in Fuyao Glass, the industry leader, with decent momentum and relatively cheap valuation.

Continuing to watch the real estate and down jacket sectors. I was forced to take profits earlier to raise funds, hoping to get back in.

The landscape of the "Three Food Delivery Fools" has changed somewhat:

Alibaba's Tongyi Qianwen has integrated food delivery and supermarkets. Regardless of the current user experience, it's at least a functional breakthrough.

Meituan is in an awkward position, attacked from both sides. Openly, it's a battle for delivery order volume; covertly, Douyin's local life services are basically 3-5 yuan cheaper per order than Meituan.

JD.com, speaking of which, the CSRC just issued a document supporting overseas RWA token issuance — strictly prohibiting virtual currencies domestically while supporting asset tokenization overseas. It looks awkward but might become an extension of the stablecoin concept.

(Originally, Hong Kong dollar stablecoins were also awkward. Could it be that when trading stablecoins, we expect domestic crypto liberalization?)

Let me mention PDD here. I bought some things on PDD before the Spring Festival and found many products promising "delivery the day after tomorrow."

This delivery efficiency shocked me. Usually, these are free shipping and mostly low-priced items — if they can achieve "delivery the day after tomorrow," it would be a huge blow to JD.com's "next-day delivery" system.

Actually placing orders revealed that "delivery the day after tomorrow" is not accurate; it mostly still takes three to four days.

Breathed a sigh of relief for Dongzi (Richard Liu)...

I still hold positions in the "Three Fools," but the overall ranking has changed: currently Alibaba, JD.com, Meituan.