Gentle麦克斯
2022-12-16
中概股的审计监管问题,今天证监会的申明相当于已经官宣落地了,中概股相比美股本土公司来讲,有一个盈利恢复的预期,所以在股价反弹的时间上会早一个身位。 这段时间的主要精力可以放在中概股的右侧交易上。 涨多的个股可以做个获利了结, 跌多了买回来。这两个票可以看看
$富途控股(FUTU)$
,
$360数科(QFIN)$
,在经济差的时候盈利能力较强,随着经济恢复,盈利能力会进一步加强。相比目前亏损的公司来讲,安全性更好些。
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echo2020
2022-12-16
echo2020
富途从前期的低点已经反弹了这么多,现在还入会不会容易被埋
Gentle麦克斯
:
现在的市场对各类经济数据比较敏感,不排除调整可能性,保险期间可以用股票+ sell covered call的方式,这样在调整期间不至于很难受。
junjia
2022-12-16
junjia
富途涨得太多了 这么多股票何必盯着他
Gentle麦克斯
:
可选股票是蛮多的,目前市场比较波动,选这两只的标准是已经盈利,并读了最近的财报,经营状况,利润增速确定性比较强些,纯粹从这个角度去选。
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