$Jumia Tec_老虎社区_美港股上老虎

2020-12-23

$Jumia Technologies AG(JMIA)$jumia是我第二只持有时间超过6个月的标的，第一支是$蔚来(NIO)$，美股市场好标的真的不缺，缺的是买入并坚持持有的能力。

2020是个人对投资认知大幅提高的一年，大神们都说，投资赚钱本质上是认知能力的变现，想获得更多的收益，唯一正确的方法是不断提高自己的认知水平。

一直看好jumia，其实是对电商赛道的整体看好，尤其是欠发达地区，长期看潜力巨大。香橼看到100美元，我认为并不夸张，多给点时间和耐心。$Velodyne Lidar Inc(VLDR)$$Luminar Technologies, Inc.(LAZR)$$Quantumscape Corp.(QS)$

关于长期主义你有什么思考？

高瓴创始人兼首席执行官张磊说：“这个世界上只有一条护城河，这个护城河就是你能不能不断地疯狂地创造长期价值。长期主义不仅仅是一种方法论，更是一种价值观。流水不争先，争的是滔滔不绝。”做时间的朋友，是长期主义者的口头禅，关于关于长期主义你有什么思考？

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

Cccccc_
2020-12-23
Cccccc_
说得真好，坚定持有、提高认知[抱拳]共勉，加油💪🏻
- Jamakaka:
  一起赚钱
兔肥招财
2020-12-23
兔肥招财
现在还能入吗？
- 兔肥招财:
  好呢，谢谢
- Jamakaka:
  我继续持有
cornpop
2020-12-23
cornpop
赌钱被你说的这么清新脱俗
- Jamakaka:
  这确实是真实的体会
七仙子
2020-12-23
七仙子
英雄所见略同！我一直重仓持有Jumia
- Jamakaka:
  我不算重仓，25%
象先生
2020-12-24
象先生
一直在选长期持有的黑马，之前一直看好“微美全息”。坚信VR的未来但昨天看了一些资料，感觉好像选错了，“微美全息”可能没有更高的技术水平。重仓股就没有了，蔚来也看好，但是目前价格有些高，还拿点京东健康。
Labd
2020-12-23
Labd
厉害了敢那但是只敢轻仓

发表看法

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