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nova
04年入市,从股市入门,活到现在。趋势交易者。
IP属地:上海
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nova
2022-03-17
一万美元建投资组合是浪费时间
@大叔观点时间:如何用1W美元构建自己的美股投资组合
nova
2021-10-08
好,支持
抱歉,原内容已删除
nova
2021-09-11
来卖课了?
抱歉,原内容已删除
nova
2021-08-20
再次重申:110目标价不变
@重仓玩家:美团基本面持续向好 未来回归2万亿
nova
2021-08-13
危险信号,空头不死,多头不止
抱歉,原内容已删除
nova
2021-08-10
100块钱买的
$Moderna, Inc.(MRNA)$
没有拿住,好难过
nova
2021-08-05
我信你就有鬼了
抱歉,原内容已删除
nova
2021-08-05
差不多得了,整天扎扎呼呼的
抱歉,原内容已删除
nova
2021-07-30
$Cassava Sciences Inc(SAVA)$
一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了
nova
2021-07-26
大家怎么看
抱歉,原内容已删除
nova
2021-06-12
他好像也没投过什么好的项目啊……
抱歉,原内容已删除
nova
2021-05-25
哼,200就做空
抱歉,原内容已删除
nova
2021-04-20
请问什么时候到过一美元?基本的事实核查不做,在这里编些啥
抱歉,原内容已删除
nova
2021-03-01
为了更好的割韭菜
抱歉,原内容已删除
nova
2021-02-26
基金经理也就那样
抱歉,原内容已删除
nova
2021-02-03
$Revolution Medicines, Inc.(RVMD)$
时刻关注,轻仓买call
nova
2021-02-02
$三倍做多FTSE中国ETF-Direxion(YINN)$
可以考虑买这个的call
nova
2021-02-01
没什么想说的 仓位依旧是这样,买了一点狗狗币
nova
2021-01-27
$CBD of Denver Inc.(CBDD)$
一个月7倍涨好了 继续持有
nova
2021-01-19
建议一开盘就买
$Wayfair(W)$
去老虎APP查看更多动态
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对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 这些都是很正常的心理行为,那么规避的方法之一就是提前做好规划,做好顶层设计,以股票投资为例,假如我们针对这1万刀,进行分配,那么我们的分配方式如下:4K-5K刀主要购入标普500 ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","listText":"如何搭建自己的投资组合,这是很多人都在考虑的问题,我们就以10,000刀为例,来说说我们的美股投资组合应用。我们比较善于利用期权进行套利,期权是主要的操作工具。而投资对象主要是美股:一方面是我们常居美国,对一些股票的基本情况有较为直观的了解;另一方面是投资的几只美股是我们长期观察的。当然,还有一个前提是,我们是看好美国的整体经济,在这一点上,我还是认可巴老的说法,即:买股票就是要买国运。而至于为什要构建组合,这就是个老生常谈的问题,我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议,至于如何分散风险,何时开始分散风险,谈及者较少。 对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 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未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 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