修行中的扫地僧
2021-07-28
这篇文章不错,转发给大家看
@漫投资:
不要抄底中概股!不要抄底中概股!不要抄底中概股!🙅🏻🙅🏻🙅🏻
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target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 能占到40%的仓位,光关注美联储是不够的,国内政策关注和研究的都太少。这几天虽然美股和股指期货收益还不错,但中概这么暴跌却无动于衷,还自信满满,值得反思!!!</p><p>随着中美贸易摩擦和新冠疫情的两次冲击,让最高层意识到工业体系的完整和完备是非常重要的。让美国总卡脖子是非常难受的,老百姓没有太大感觉,没有华为还有小米,还有苹果。但就好像你家孩子处处受制,孩子没心没肺还傻乐一样,家长却着急的火烧火燎的。2021年政治局政府工作报告会议里专门提出制造业占比GDP的比例不再下降。所以长期来看国家是要走重制造的德国道路,而不是重服务的美国道路。轻资产的互联网企业,课外教育,游戏,视频,医美,电商,电子烟等这些行业对提升国家硬实力没有太大帮助,反而是有助年轻人躺平的服务都是正能量浓度不高的。</p><p>在某老大放嘴炮后,抄底<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> baba的估计现在坟头草都比人高了,现在热门中概股都是30%的跌幅了,之前还曾抱着抄底的心态,但是大势是强监管,胳膊拗不过大腿,中短期这口气是喘不过来了,所以放弃补仓,择机减仓。资本是不会说谎的,这么多大型中概背后的境外资本都在撤,没入的就先不趟这浑水,持有的确实煎熬。看看上周木头姐的增减仓,增持的全是她心头好的成长美国公司,曾经原来看好的中概,在ARKK里已经清仓了虎牙和<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 腾讯,和马上清干净的<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f2a84b54885a8deb562e04df3867de\" tg-width=\"688\" 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能占到40%的仓位,光关注美联储是不够的,国内政策关注和研究的都太少。这几天虽然美股和股指期货收益还不错,但中概这么暴跌却无动于衷,还自信满满,值得反思!!!</p><p>随着中美贸易摩擦和新冠疫情的两次冲击,让最高层意识到工业体系的完整和完备是非常重要的。让美国总卡脖子是非常难受的,老百姓没有太大感觉,没有华为还有小米,还有苹果。但就好像你家孩子处处受制,孩子没心没肺还傻乐一样,家长却着急的火烧火燎的。2021年政治局政府工作报告会议里专门提出制造业占比GDP的比例不再下降。所以长期来看国家是要走重制造的德国道路,而不是重服务的美国道路。轻资产的互联网企业,课外教育,游戏,视频,医美,电商,电子烟等这些行业对提升国家硬实力没有太大帮助,反而是有助年轻人躺平的服务都是正能量浓度不高的。</p><p>在某老大放嘴炮后,抄底<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> baba的估计现在坟头草都比人高了,现在热门中概股都是30%的跌幅了,之前还曾抱着抄底的心态,但是大势是强监管,胳膊拗不过大腿,中短期这口气是喘不过来了,所以放弃补仓,择机减仓。资本是不会说谎的,这么多大型中概背后的境外资本都在撤,没入的就先不趟这浑水,持有的确实煎熬。看看上周木头姐的增减仓,增持的全是她心头好的成长美国公司,曾经原来看好的中概,在ARKK里已经清仓了虎牙和<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 腾讯,和马上清干净的<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f2a84b54885a8deb562e04df3867de\" tg-width=\"688\" tg-height=\"459\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfdeb6f95cc5b73a85a0db55bb92286\" tg-width=\"688\" tg-height=\"459\"></p><p>【操作记录】</p><p>心在滴血🩸,没有操作</p><p>SPY 😊</p><p>QQQ 😊</p><p>道指 😊</p><p>这边指数都在创新高,睡王V5</p><p>-------</p><p>Peace & no Money 😂</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aae4e960b95ee569f9599445c55a155c\" tg-width=\"277\" tg-height=\"261\"></p></body></html>","text":"天天分析美股市场,其实自己的重仓是中概股,两大重仓股$哔哩哔哩(BILI)$ 和$美团-W(03690)$ 能占到40%的仓位,光关注美联储是不够的,国内政策关注和研究的都太少。这几天虽然美股和股指期货收益还不错,但中概这么暴跌却无动于衷,还自信满满,值得反思!!! 随着中美贸易摩擦和新冠疫情的两次冲击,让最高层意识到工业体系的完整和完备是非常重要的。让美国总卡脖子是非常难受的,老百姓没有太大感觉,没有华为还有小米,还有苹果。但就好像你家孩子处处受制,孩子没心没肺还傻乐一样,家长却着急的火烧火燎的。2021年政治局政府工作报告会议里专门提出制造业占比GDP的比例不再下降。所以长期来看国家是要走重制造的德国道路,而不是重服务的美国道路。轻资产的互联网企业,课外教育,游戏,视频,医美,电商,电子烟等这些行业对提升国家硬实力没有太大帮助,反而是有助年轻人躺平的服务都是正能量浓度不高的。 在某老大放嘴炮后,抄底$阿里巴巴(BABA)$ 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