好久没发帖了，最近股_老虎社区_美港股上老虎

就赚米国钱

2021-03-08

好久没发帖了，最近股市行情大变，之前也感觉到持仓股估值过高，但严重乐观行情和贪婪还是蒙蔽了眼，慌不慌还是取决于持仓股，长期价值投资是最好的定心丸。

$蔚来(NIO)$中国豪华汽车品牌，服务，智能，换电，新能源，自动驾驶，值得长期投资

$比亚迪股份(01211)$真正的三电自研，叫板丰田的DMi技术，车规级IGBT芯片自研，电子产品代工，实力科技公司，值得长期投资

$中芯国际(00981)$中国半导体芯片代工领头羊，举国之力发展的重点行业，中国科技的心脏，信中芯就是信中国，值得长期投资

三家公司都是万亿市值挑战者，信否？反正我信[得意]

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

霎儿风
2021-03-08
霎儿风
蔚来和中芯都是要长期亏损的，又没有护城河，你把这叫做价值投资，还有什么不是价值投资
- 霎儿风回复就赚米国钱:
  我国的屏幕行业就是个例子，发展成全球第一但是不挣钱，还在不断融资。你以为有市场就能挣钱吗，他们的技术没有竞争力，只能靠廉价占市场。至于设备问题只要是行业内的人就能肯定告诉你，不可能解决。
- 就赚米国钱回复霎儿风:
  中国每年进口芯片 3000亿美元，中芯能发展就不怕没市场，中芯发展离不开半导体产业链的发展，需要摆脱美国设备，是个难题，就看相不相信了
- 霎儿风回复就赚米国钱:
  别的不敢说，中芯我敢打赌不会有太大盈利，国家会投钱发展，但是绝不是为了让公司挣钱
- 就赚米国钱回复霎儿风:
  可能对价值投资的理解不一样吧，蔚来3块多的时候就坚定重仓持有了，差不多也是这个价位减仓，然后重仓了中芯，我是相信国家在半导体方面的投入，希望也能带来倍数收益。盈利，估值低，科技又名列前茅的公司，那确实更难找
- 霎儿风回复就赚米国钱:
  中芯的财报我不清楚，但我是做半导体的，我知道只要国外不完全放开设备限购，在国家没有补贴的情况下不可能盈利，而国外没有任何理由完全放开限购。
connie99
2021-03-08
connie99
打算买点比亚迪
- 就赚米国钱:
  现在这个价格是我认为的合理市值，随着利润增长，会有慢牛行情

发表看法

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