(0504)三大利空科技股因素。财报普遍超预期。持有股基本转移到新基建计划相关。游戏小股民的日常05 04 2021

大家一起来炒股zqwar

#税改#，#耶伦#，#利率#，#财报#，#MLM#

YouTube：游戏小股民

BILI频道：一盆大葱

老虎：大家一起来炒股

消息

历史上六次加税

耶奶：

得涨利率，去防止大规模基建带来的经济过热。

“It may be that interest rates will have to rise somewhat to make sure that our economy doesn’t overheat,”

"not predicting or recommending" rate hikes. not concerned about inflation.

5.3万亿，还有4万亿在路上。

制造业指数不及预期60 vs 65，M 64.7。

财报：

周一：CHGG，CAR，

周二：RACE（法拉利），LPX，VMC，CRSR，MLM，ATVI，LYFT，TMUS，Z，PFE，CVS

周三：GM，SPWR，ALB，UBER，ETSY，PYPL，TRMB，PETQ，BKNG，ADT

周四：W，MRNA，FVRR，MGA，EXPI，SQ，DBX，BYND，ROKU，PTON，PGNY，EB，AMC

周五：CVE，CCJ，DKNG，

网络，医疗，基建，汽车，游戏

MLM

大超预期。100%。保持指引，未包括基建福利。

VMC

超预期。50%。小幅提高指引。

CRSR

大超预期。80%。提高指引，10%。

XLNX

小超预期。15%。被AMD收购，没有指引。

TMUS

大超。70%。不及同期。和Sprint合并，用户暴增80%。提高指引。

RACE

大超。指引保持不变。2022年翻倍变2023年。（33%-34%（38%）、3.5B-4.3B（5））

•中长期

COST$好市多(COST)$

T$美国电话电报(T)$ ，AMD$AMD(AMD)$

MLM$马丁-玛丽埃塔材料(MLM)$ spread call换

380 1.5-390 2.4

380-380 3.5

短期

LPX 8月

USAK

T 5月

LMT6月rtx

LPX 11月

AMD 9月

INDL put 6月

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

信托基金劫匪
2021-05-05
信托基金劫匪
自己炒股不要劝人炒股，劝人炒股天打雷劈
- 大家一起来炒股zqwar:
  是的，如果不花一定时间，炒股跟赌博没区别

发表看法

2

17

3

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