天堂鸟芝羽
2021-05-08
您看好【钢铁】【国药】在下表示支持和赞同哦!那【煤矿】呢?您怎么看?
@大家一起来炒股zqwar
@大家一起来炒股zqwar:
(0507下)2021年建仓思路转型。新基建抗通胀。游戏小股民的日常05 07 20212
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webkit-playsinline=\"true\" tg-width=\"1920\" tg-height=\"1080\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/36f9a3585285890817653907646/eLcXah6xImwA.mp4\" type=\"video/mp4\">\n</video><p>#通胀#,#基建#,#NUE#,#MSFT#</p><p>YouTube:游戏小股民</p><p>BILI频道:一盆大葱</p><p>老虎:大家一起来炒股</p><p>上篇为本周财报概览。下篇为个股买卖想法。</p><h2>关注</h2><p>CRF:增发</p><p>BX:金融服务(炒股炒房),对中国投资比较多</p><p>SHTDY:国药</p><p>DIS:可能卖的不是时候,不过重心在往HBO转移</p><p>FVRR:财报非常好</p><p>NUE:技术面买点(错过了)</p><h2>新基建,抗通胀,财报好</h2><p>受益:</p><p>金融投资:GS,BX</p><p>原材料:钢,铜,沥青,水泥,化工</p><p>运输:海陆空</p><p>没太大影响:</p><p>有议价能力的,</p><p>不需要原材料的,</p><h2>操作</h2><p>中长期</p><p>MSFT 一年, CRF, NUE (钢铁)</p><p>出</p><p>DIS</p><p>短期</p><p>SUM 11月,BIDU 6月</p><p>FCX</p><p>BGNE 6月,STLD 6月(钢铁)</p><p>GS 6-21,SHTDY(国药)</p></body></html>","htmlText":"<html><head></head><body>\n<video class=\"ql-video\" controls controlslist=\"nodownload\" poster=\"https://static.tigerbbs.com/f9988c9114eeae83fbadcbb321fb7d13\" playsinline=\"true\" webkit-playsinline=\"true\" 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