股市智造圈
2021-08-26
考虑考虑
$阿里巴巴-SW(09988)$
$京东集团-SW(09618)$
$拼多多(PDD)$
@BillionaireQ:
买大盘股买的是趋势 —— 关于阿里、京东、拼多多、NIO、XPEV、AAPL
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。
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BillionaireQ
2021-08-26
BillionaireQ
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a></body></html>","text":"考虑考虑$阿里巴巴-SW(09988)$$京东集团-SW(09618)$$拼多多(PDD)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/810823327","repostId":810882435,"repostType":1,"repost":{"magic":2,"id":810882435,"tweetId":"810882435","gmtCreate":1629962722127,"gmtModify":1631186870611,"author":{"id":3566871612481260,"idStr":"3566871612481260","authorId":3566871612481260,"authorIdStr":"3566871612481260","name":"BillionaireQ","avatar":"https://static.tigerbbs.com/964f028ec947364d049a6f0b870ae0bb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.84%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5592,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": 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关于阿里、京东、拼多多、NIO、XPEV、AAPL","extraTitle":"","html":"<html><head></head><body><p>近期中概股回血不错,历经两个月,危机大概率解除了,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 涨势不错,特别是<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 非常强势,三天时间基本回到了2月前(6月28号)股价位置。而<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的上升趋势却仍不明朗,趋势仍向下。如图所示:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4c439f98393e4873f2dd2e4bf89b37\" tg-width=\"688\" tg-height=\"889\"><span>近两月JD,PDD,BABA股价趋势图</span></p><p>这是我想起了2个月前(6月28号)我的第一篇长文的提到过这3支股票:<a href=\"https://laohu8.com/TW/150903048?invite=XG9UNE&lang=zh_CN\" target=\"_blank\">链接点这里</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc09b252b955fbcad26075e1cd615171\" tg-width=\"688\" tg-height=\"1225\"><span>年中6月底预测后半年趋势</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67dc1167678d8353eaa664c3f2aba80c\" tg-width=\"688\" tg-height=\"276\"><span>小鹏近2月股价趋势图</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/784e1cf2f0e0d09fb4fffcefe7954e2a\" tg-width=\"688\" tg-height=\"278\"><span>蔚来近2月股价趋势图</span></p><p>【总结】<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 趋势不明朗,上涨趋势不明显,无重大利好,有重大利空,基本面无突破趋势,主营业务有被拼多多&京东&抖音 分食的趋势,且阿里巴巴基本无反抗能力或策略已用尽/策略失效。后期可能恢复到前值200$左右,但总体趋势是震荡为主。</p><p>【PDD&JD】上升趋势</p><p>【$AAPL 略 预测有效】2个月从134$上涨到150$附近。稳定趋势继续有效。业绩与产能呈正相关性,如果近期股票回购,对股价上扬有利。</p><p>【蔚来 略 预测有效】6月30号开始股价急转直下,配合负面消息及产能滞后,以及ET7高端轿车轿车仍很遥远,低端车(重要利润来源)遥遥无期,行动严重滞后以至于可能错过发展窗口期,股价预计长期维持40$左右,直至有重大利好消息,预测12月左右。注:换电业务与NIO汽车销量呈严重正相关,目前未对股价有支撑迹象。</p><p>【小鹏 详 预测失效】近两个月股价维持下行趋势,跌幅22%左右至35$,满足6月28号预测,未跌破30$。P7销量同比大幅上升并且仍有继续上升趋势,结合近期及近一年无不良利空影响,比较强势,股价非常有可能从当下40$(8月26日价)上升至9月中旬的50$+。【理想 传统车企 混动 略】</p><p>【总结】美股10年,个人感觉买大盘股和小市值股票的策略非常不同。大盘股考虑的因素非常多,股价走势有时与市场判断会有强背离性→比如NIO 55$高位时市场强烈看好,但股价急转直下。AAPL 股价134$非常高位但仍中期稳定上涨10%+,再比如一直稳定在210$左右的BABA,市场非常看好但股价急转-25%至165$低位。</p><p>【而小盘股】只要是热门赛道,股价可以和公司基本面完全背离,甚至与消息面背离。比如CTRM年初只有10条船,股价暴涨5倍至十几亿美元,而目前有几十条船且船租金暴涨几倍,经历半年阴跌,目前股价才与营业状况相吻合;再比如GGII和INND这两只OTC,业务面无变化的情况下,股价被炒到天上,而当GGII变成PINK时,算是重大利好(利好出尽),股价便短期暴跌95%,而INND近期自PINK当天后,股价也开始阴跌。说白了,小盘股往往就是靠炒行情,或者pump and dump,玩的是拉高出货套韭菜的营生。</p><p>授人以鱼不如授人以渔,个人分享只是想提供一个思路参考,不一定对,但经过市场印证,绝对已经具备了参考性。</p><h2>【9月7号顺利开通了空间站,已经有很多小伙伴加入了进来,谢谢各位的信任和支持!!站内我会实时分享我的仓位和买股建议,欢迎订阅,我买什么,你就买什么,我们一起爆赚美股】<a href=\"https://www.laohu8.com/m/space?userId=3566871612481260&invite=XG9UNE\" target=\"_blank\"><span>空间站链接</span></a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898cd81ce938bec842ca127bb5c6a51f\" tg-width=\"657\" tg-height=\"987\"></p></body></html>","htmlText":"<html><head></head><body><p>近期中概股回血不错,历经两个月,危机大概率解除了,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 涨势不错,特别是<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 非常强势,三天时间基本回到了2月前(6月28号)股价位置。而<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的上升趋势却仍不明朗,趋势仍向下。如图所示:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4c439f98393e4873f2dd2e4bf89b37\" tg-width=\"688\" tg-height=\"889\"><span>近两月JD,PDD,BABA股价趋势图</span></p><p>这是我想起了2个月前(6月28号)我的第一篇长文的提到过这3支股票:<a href=\"https://laohu8.com/TW/150903048?invite=XG9UNE&lang=zh_CN\" target=\"_blank\">链接点这里</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc09b252b955fbcad26075e1cd615171\" tg-width=\"688\" tg-height=\"1225\"><span>年中6月底预测后半年趋势</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67dc1167678d8353eaa664c3f2aba80c\" tg-width=\"688\" tg-height=\"276\"><span>小鹏近2月股价趋势图</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/784e1cf2f0e0d09fb4fffcefe7954e2a\" tg-width=\"688\" tg-height=\"278\"><span>蔚来近2月股价趋势图</span></p><p>【总结】<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 趋势不明朗,上涨趋势不明显,无重大利好,有重大利空,基本面无突破趋势,主营业务有被拼多多&京东&抖音 分食的趋势,且阿里巴巴基本无反抗能力或策略已用尽/策略失效。后期可能恢复到前值200$左右,但总体趋势是震荡为主。</p><p>【PDD&JD】上升趋势</p><p>【$AAPL 略 预测有效】2个月从134$上涨到150$附近。稳定趋势继续有效。业绩与产能呈正相关性,如果近期股票回购,对股价上扬有利。</p><p>【蔚来 略 预测有效】6月30号开始股价急转直下,配合负面消息及产能滞后,以及ET7高端轿车轿车仍很遥远,低端车(重要利润来源)遥遥无期,行动严重滞后以至于可能错过发展窗口期,股价预计长期维持40$左右,直至有重大利好消息,预测12月左右。注:换电业务与NIO汽车销量呈严重正相关,目前未对股价有支撑迹象。</p><p>【小鹏 详 预测失效】近两个月股价维持下行趋势,跌幅22%左右至35$,满足6月28号预测,未跌破30$。P7销量同比大幅上升并且仍有继续上升趋势,结合近期及近一年无不良利空影响,比较强势,股价非常有可能从当下40$(8月26日价)上升至9月中旬的50$+。【理想 传统车企 混动 略】</p><p>【总结】美股10年,个人感觉买大盘股和小市值股票的策略非常不同。大盘股考虑的因素非常多,股价走势有时与市场判断会有强背离性→比如NIO 55$高位时市场强烈看好,但股价急转直下。AAPL 股价134$非常高位但仍中期稳定上涨10%+,再比如一直稳定在210$左右的BABA,市场非常看好但股价急转-25%至165$低位。</p><p>【而小盘股】只要是热门赛道,股价可以和公司基本面完全背离,甚至与消息面背离。比如CTRM年初只有10条船,股价暴涨5倍至十几亿美元,而目前有几十条船且船租金暴涨几倍,经历半年阴跌,目前股价才与营业状况相吻合;再比如GGII和INND这两只OTC,业务面无变化的情况下,股价被炒到天上,而当GGII变成PINK时,算是重大利好(利好出尽),股价便短期暴跌95%,而INND近期自PINK当天后,股价也开始阴跌。说白了,小盘股往往就是靠炒行情,或者pump and dump,玩的是拉高出货套韭菜的营生。</p><p>授人以鱼不如授人以渔,个人分享只是想提供一个思路参考,不一定对,但经过市场印证,绝对已经具备了参考性。</p><h2>【9月7号顺利开通了空间站,已经有很多小伙伴加入了进来,谢谢各位的信任和支持!!站内我会实时分享我的仓位和买股建议,欢迎订阅,我买什么,你就买什么,我们一起爆赚美股】<a href=\"https://www.laohu8.com/m/space?userId=3566871612481260&invite=XG9UNE\" target=\"_blank\"><span>空间站链接</span></a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898cd81ce938bec842ca127bb5c6a51f\" tg-width=\"657\" tg-height=\"987\"></p></body></html>","text":"近期中概股回血不错,历经两个月,危机大概率解除了,$京东(JD)$ 和$拼多多(PDD)$ 涨势不错,特别是$京东(JD)$ 非常强势,三天时间基本回到了2月前(6月28号)股价位置。而$阿里巴巴(BABA)$ 的上升趋势却仍不明朗,趋势仍向下。如图所示: 近两月JD,PDD,BABA股价趋势图 这是我想起了2个月前(6月28号)我的第一篇长文的提到过这3支股票:链接点这里 年中6月底预测后半年趋势 小鹏近2月股价趋势图 蔚来近2月股价趋势图 【总结】$阿里巴巴(BABA)$ 趋势不明朗,上涨趋势不明显,无重大利好,有重大利空,基本面无突破趋势,主营业务有被拼多多&京东&抖音 分食的趋势,且阿里巴巴基本无反抗能力或策略已用尽/策略失效。后期可能恢复到前值200$左右,但总体趋势是震荡为主。 【PDD&JD】上升趋势 【$AAPL 略 预测有效】2个月从134$上涨到150$附近。稳定趋势继续有效。业绩与产能呈正相关性,如果近期股票回购,对股价上扬有利。 【蔚来 略 预测有效】6月30号开始股价急转直下,配合负面消息及产能滞后,以及ET7高端轿车轿车仍很遥远,低端车(重要利润来源)遥遥无期,行动严重滞后以至于可能错过发展窗口期,股价预计长期维持40$左右,直至有重大利好消息,预测12月左右。注:换电业务与NIO汽车销量呈严重正相关,目前未对股价有支撑迹象。 【小鹏 详 预测失效】近两个月股价维持下行趋势,跌幅22%左右至35$,满足6月28号预测,未跌破30$。P7销量同比大幅上升并且仍有继续上升趋势,结合近期及近一年无不良利空影响,比较强势,股价非常有可能从当下40$(8月26日价)上升至9月中旬的50$+。【理想 传统车企 混动 略】 【总结】美股10年,个人感觉买大盘股和小市值股票的策略非常不同。大盘股考虑的因素非常多,股价走势有时与市场判断会有强背离性→比如NIO 55$高位时市场强烈看好,但股价急转直下。AAPL 股价134$非常高位但仍中期稳定上涨10%+,再比如一直稳定在210$左右的BABA,市场非常看好但股价急转-25%至165$低位。 【而小盘股】只要是热门赛道,股价可以和公司基本面完全背离,甚至与消息面背离。比如CTRM年初只有10条船,股价暴涨5倍至十几亿美元,而目前有几十条船且船租金暴涨几倍,经历半年阴跌,目前股价才与营业状况相吻合;再比如GGII和INND这两只OTC,业务面无变化的情况下,股价被炒到天上,而当GGII变成PINK时,算是重大利好(利好出尽),股价便短期暴跌95%,而INND近期自PINK当天后,股价也开始阴跌。说白了,小盘股往往就是靠炒行情,或者pump and dump,玩的是拉高出货套韭菜的营生。 授人以鱼不如授人以渔,个人分享只是想提供一个思路参考,不一定对,但经过市场印证,绝对已经具备了参考性。 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