gugu
04-04
$苹果(AAPL)$
$迪士尼(DIS)$
$纳斯达克100指数(NDX)$
曾经受益于全球化，先跌为敬。最受益于全球化的是七姐妹
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Leader
04-04
Leader
Gugu现在持仓什么，石油，多多
黑神话悟空
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Leader
:
辛普森预言：4.12
Leader
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gugu
:
石油已经靠近60了，我的天，太吓人了，我全清仓出来了，有道理关税没谈笼，很有可能回本土做工厂，有机会重新买Visa，可乐，吃息，伯克让老巴团队抄底
Leader
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黑神话悟空
:
哈哈哈哈哈哈😂
Leader
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gugu
:
有点吓人，这么搞下去，特有生命危险⚠️
gugu
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Leader
:
长期对冲在我看来都是耗损成本，主要是预测不到呀
。这次2周前我预测到黄金还会涨，也只是卖出老凤祥b换仓到伊泰b。其实再进一步的话，我也只能做到卖出一半中海油h和剩余一点点东方海外h，多拿点现金，然后等着抄底中海油h，😄
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Leader
04-04
Leader
苹果合理价格150-160，我会在开仓买点放着
gugu
:
别买，多拿点现金。苹果接下来回美生产,成本将剧增
慕子
04-04
慕子
确实👍🏻，格局要变了
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