$Tilray In_老虎社区_美港股上老虎

风险极大，机会也有，目前风险和机会成正比。

大麻股回到民主党胜选前的位置了，但是这类股普遍亏损，机构做起来吃人不吐骨头，去年20倍盈利，下跌途中还做对了好几个波段，结果现在就剩10倍了。

民主党近几年来头一次把控两院，众议院和参议院议长，佩洛西和舒默的政治都是亲大麻派，未来四年小利好消息还是一浪推一浪，再加上近期各国政策都松动，墨西哥也有全面合法化的预期。

业绩的话，虽然加拿大大麻商扩产后普遍供大于求，价格也上不去，库存也不好清，但是市场年化21的稳定增长，贯穿民主党四年期做长线的话，期间业绩超预期的机会也有。

这个价位风险还挺大的，但是我穷疯了比较激进，准备继续加仓了。

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

Kkkk85
2021-04-08
Kkkk85
分析的不对，跟海南赛马一样，空想。不懂的人看看觉得有道理，这次投机暴涨，就是抓住这种心态。你回头来看就是一个局，大麻局部地区合法化只是小产业，而且限制还多。中国已经表过态了，不开放！市场不能说没有，只是小只又小。保重！
- 首都贫困市民:
  海南赛马我也翻倍了。你不能不扯模型，老说中国意识流啊，本身全世界有脑子的研究员从来没有任何一个分析师和券商期待过中国市场。美国大麻合法化只是消息面推动整个行业炒作，加拿大的公司自然是本土消化库存，复合年化21的增长，几乎已经可以超过所有行业了。
小艾九九
2021-04-08
小艾九九
楼主对两家合并怎么看
- 首都贫困市民:
  不太懂，按合股比例看，现在股价上apha跟tlry比有5个点套利空间。大麻整体问题最大的在于亏损和库存，合并跟垄断自然是利好，而且墨西哥有合法化预期，其他大麻种植类的炒作预期反而比医疗跟娱乐的差了很多。
波子饮汽水
2021-04-09
波子饮汽水
哈哈哈哈，最后一句话[笑哭]
mcy羽
2021-04-08
mcy羽
A股被紫鑫药业坑了美股不想被坑

发表看法

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美股不想被坑","text":"A股被紫鑫药业坑了 美股不想被坑","html":"A股被紫鑫药业坑了 美股不想被坑","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/341266491"}