$蔚来(NIO)$ _老虎社区_美港股上老虎

nickfinn1981

2019-11-26

$蔚来(NIO)$

蔚来，12年投资历程中最大的滑铁卢。
2019年，2倍杠杆投资蔚来，从赚4万美金到亏完美股投资三年9倍的所有盈利，为了防止爆仓，又搭进自己陆续入金的5万美金，最后只留下1400股。重新阅读了巴非特，芒格、林园、段永平、冯时能的一些文章，有些理念只有结合自己的经历，才能真正成为自己的想法！代价是实实在在的金钱💰损失。整个蔚来的投资过程让我收获很多。若干年之后，当我再次回想这一年，我会感激自己在还比较年轻的时候经历了这些事儿！

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。

精彩评论

华尔街猎手
2019-11-26
华尔街猎手
又见到了熟悉的网友，我的持仓还在，当初4月份左右的4.8的本，被我补仓买入降到了2.42，我比较坚持的原则性信条就是只买正股，不加杠杆，不做空任何股票，现在蔚来一只票已经占了70%的仓位了，重仓股[开心]
- nickfinn1981:
  买正股，不做空、不借钱、不买自己不了解的股票，是对的。仓位控制，适当分散都有道理。学无止境！
seekerZn
2019-11-27
seekerZn
我也做多过蔚来亏过，老哥其实利用周末去市场调查下各厂家新能源汽车销售情况，国家对新能源汽车补贴政策变动，我之前是因为看了网上很多人说蔚来好才买的，感觉蔚来的产品较好不叫座，还有蔚来作为车企却注重提升对客户服务这点我不太认同，也是我之前在4块多割肉的原因
- seekerZn回复nickfinn1981:
  嗯，但是今年新能源汽车行业都不太行，未来我还是看好的，我个人更喜欢做市场调研，国内讲故事的套路太多，不敢相信格局了[捂脸]
- nickfinn1981:
  投资蔚来我的错误是杠杆，仓位管理和风控。加了杠杆做长期投资本身是矛盾的。对于蔚来，我看好的是李斌团队的格局和执行力，蔚来有成为伟大企业的基因。从品牌的建立来说，蔚来可圈可点。蔚来的前景在于生态的建立。拥有资源的时候，我失去了理性！
市场先生的灰犀牛与黑天鹅
2019-11-26
市场先生的灰犀牛与黑天鹅
建议去研究投资组合，选不同类型的股票，以抵御风险。
- nickfinn1981:
  确实，组合投资是我要深入研究的。
中概股完犊子
2019-11-27
中概股完犊子
你少个团队一个人的想法有时候比较倔强不喜欢国产车我也两倍杠杆一只股票爆过
- nickfinn1981回复nickfinn1981:
  一个人思考，确实有局限性，好在有那么多大师，看他们的言论能让我反思。偶尔跟大家交流一下，也能遇到不少朋友👬
- nickfinn1981:
  在一家初创企业，下那么大的注，毫无理性。
NaNa说美股
2019-11-27
NaNa说美股
唉，能理解。谁年轻志得意满的时候没有哉过大跟头呢？加油吧！以后慢慢的耐心的赚回来
- nickfinn1981:
  谢谢鼓励！走的太顺,确实让风险意识降低了。
飞天遁地牛
2019-11-26
飞天遁地牛
一直在亏损，汽车制造水太深，竞争非常激烈
- nickfinn1981:
  是的，以为自己理解，实际上并没有理解。投资之路永远保持谦卑！

发表看法

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