上善若水_4090
2022-05-18
这篇文章不错，转发给大家看
@东哥不疾而速：
账户新高的复盘：拥抱价值投资，你也可以
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/063b8c300a7070e1696756cd83ab43fa\" tg-width=\"544\" tg-height=\"197\"></p><p><strong>随着重仓的SQM,CRK,OXY, MOS, ALB五大金刚继续大涨</strong></p><p><strong>本年度账户又创新高了</strong></p><p>注意：这是在今年纳斯达克今年下跌21% 中概ETF下跌23%的情况下</p><p><strong>本人秉持价值挖掘+波段轮动的策略，年初就挖掘出了石油，贵金属，化肥，锂矿的龙头，并坚持持有一路加仓，目前来看基本都有30%-60%的收益不等</strong></p><p><strong>下面做一次简单复盘：</strong></p><h2>1.一次大换仓：</h2><p>美股今年的科技成长股不好做，受到美联储政策的压力</p><p><strong>东哥早在2月份就全部清仓科技成长股，换到了价值股</strong></p><p><strong>目前来看这次换仓规避了很大的回撤！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/968070e5a15b2242d3ac7bc327d248f8\" tg-width=\"399\" tg-height=\"438\"></p><p><strong><a target=\"_blank\" href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 新高，在50-60美金重仓，高抛过一笔，目前已经接近20%的收益了</strong></p><p>早期买入的SQM和CRK也都是大涨！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bea0540d32ea213227847f89b5b9cb28\" tg-width=\"380\" tg-height=\"229\"></p><p><strong>“价值+波段”的投资思路，与公司的成长和基本面的改善做朋友！</strong></p><h2><strong>东哥是在3月份开始大笔买入OXY，比东哥崇拜的巴菲特还早一点，当然成本应该和巴老差不多！</strong></h2><p><strong>关于OXY的投资逻辑在最新的文章中写到了：<a href=\"https://www.laohu8.com/post/615328656\" target=\"_blank\"><span>通过西方石油的财报聊聊大宗商品的持有逻辑</span></a></strong></p><h2>2.目前的持仓：</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e64927e8e6a8dca6be8798ea26d47bb1\" tg-width=\"632\" tg-height=\"691\"></p><h2><strong>3.接下来的思路：</strong></h2><p><strong>逢高做空纳斯达克。继续拥抱旧能源，化肥，金属，锂矿</strong></p><p><strong>美股周期股十年一遇的好行情，下半场才刚刚开始</strong></p><p><strong>——————分割线——————</strong></p><p><em>以上</em></p><p><em>作者：东哥的逻辑（公号：东哥的逻辑）</em></p><p><em>本文不代表任何投资建议，本文图片均为个人投资记录，不涵盖任何荐股行为。</em></p><p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/3527667568191018\">@胖虎福利</a> <a target=\"_blank\" href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a target=\"_blank\" href=\"https://laohu8.com/U/740450932848\">@33_Tiger</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老师</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a></p><p>感谢各位老师推荐加精！</p></body></html>","htmlText":"<html><head></head><body><h2>账户新高：</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/063b8c300a7070e1696756cd83ab43fa\" tg-width=\"544\" tg-height=\"197\"></p><p><strong>随着重仓的SQM,CRK,OXY, MOS, ALB五大金刚继续大涨</strong></p><p><strong>本年度账户又创新高了</strong></p><p>注意：这是在今年纳斯达克今年下跌21% 中概ETF下跌23%的情况下</p><p><strong>本人秉持价值挖掘+波段轮动的策略，年初就挖掘出了石油，贵金属，化肥，锂矿的龙头，并坚持持有一路加仓，目前来看基本都有30%-60%的收益不等</strong></p><p><strong>下面做一次简单复盘：</strong></p><h2>1.一次大换仓：</h2><p>美股今年的科技成长股不好做，受到美联储政策的压力</p><p><strong>东哥早在2月份就全部清仓科技成长股，换到了价值股</strong></p><p><strong>目前来看这次换仓规避了很大的回撤！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/968070e5a15b2242d3ac7bc327d248f8\" tg-width=\"399\" tg-height=\"438\"></p><p><strong><a target=\"_blank\" href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 新高，在50-60美金重仓，高抛过一笔，目前已经接近20%的收益了</strong></p><p>早期买入的SQM和CRK也都是大涨！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bea0540d32ea213227847f89b5b9cb28\" tg-width=\"380\" tg-height=\"229\"></p><p><strong>“价值+波段”的投资思路，与公司的成长和基本面的改善做朋友！</strong></p><h2><strong>东哥是在3月份开始大笔买入OXY，比东哥崇拜的巴菲特还早一点，当然成本应该和巴老差不多！</strong></h2><p><strong>关于OXY的投资逻辑在最新的文章中写到了：<a href=\"https://www.laohu8.com/post/615328656\" target=\"_blank\"><span>通过西方石油的财报聊聊大宗商品的持有逻辑</span></a></strong></p><h2>2.目前的持仓：</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e64927e8e6a8dca6be8798ea26d47bb1\" tg-width=\"632\" tg-height=\"691\"></p><h2><strong>3.接下来的思路：</strong></h2><p><strong>逢高做空纳斯达克。继续拥抱旧能源，化肥，金属，锂矿</strong></p><p><strong>美股周期股十年一遇的好行情，下半场才刚刚开始</strong></p><p><strong>——————分割线——————</strong></p><p><em>以上</em></p><p><em>作者：东哥的逻辑（公号：东哥的逻辑）</em></p><p><em>本文不代表任何投资建议，本文图片均为个人投资记录，不涵盖任何荐股行为。</em></p><p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> </p><p><a target=\"_blank\" href=\"https://laohu8.com/U/3527667568191018\">@胖虎福利</a> <a target=\"_blank\" href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a target=\"_blank\" href=\"https://laohu8.com/U/740450932848\">@33_Tiger</a> <a target=\"_blank\" href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老师</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a></p><p>感谢各位老师推荐加精！</p></body></html>","text":"账户新高： 随着重仓的SQM,CRK,OXY, MOS, ALB五大金刚继续大涨 本年度账户又创新高了 注意：这是在今年纳斯达克今年下跌21% 中概ETF下跌23%的情况下 本人秉持价值挖掘+波段轮动的策略，年初就挖掘出了石油，贵金属，化肥，锂矿的龙头，并坚持持有一路加仓，目前来看基本都有30%-60%的收益不等 下面做一次简单复盘： 1.一次大换仓： 美股今年的科技成长股不好做，受到美联储政策的压力 东哥早在2月份就全部清仓科技成长股，换到了价值股 目前来看这次换仓规避了很大的回撤！ $西方石油(OXY)$ 新高，在50-60美金重仓，高抛过一笔，目前已经接近20%的收益了 早期买入的SQM和CRK也都是大涨！ “价值+波段”的投资思路，与公司的成长和基本面的改善做朋友！ 东哥是在3月份开始大笔买入OXY，比东哥崇拜的巴菲特还早一点，当然成本应该和巴老差不多！ 关于OXY的投资逻辑在最新的文章中写到了：通过西方石油的财报聊聊大宗商品的持有逻辑 2.目前的持仓： 3.接下来的思路： 逢高做空纳斯达克。继续拥抱旧能源，化肥，金属，锂矿 美股周期股十年一遇的好行情，下半场才刚刚开始 ——————分割线—————— 以上 作者：东哥的逻辑（公号：东哥的逻辑） 本文不代表任何投资建议，本文图片均为个人投资记录，不涵盖任何荐股行为。 $特斯拉(TSLA)$ $蔚来(NIO)$ $阿里巴巴(BABA)$$京东(JD)$ @胖虎福利 @小虎访谈 @小虎AV @33_Tiger @老虎专刊 @话题虎 @小虎周报 @小虎老师 @爱发红包的虎妞 @小虎活动 感谢各位老师推荐加精！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/615101068","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JD","NIO","BABA","TSLA","OXY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1129,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1329,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615865522"}
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