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在A股投机,在美股投资。
IP属地:湖北
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总涨
2017-09-29
苹果可以买入了,理由如下
$苹果(AAPL)$1,本年度iphone正式开始双型号战略,8,8P是较低成本,较传统操作方式手机,目标是通过合理价格,吸引追求性价比换代人群,预计今后,价格还会适当下移。X是黑科技粉的最爱。吸引高端客户。双机型而不是过去的尺寸差异,将在战略层面增强iphone的竞争力。2,税改,利好苹果海外资金回流。3,ar开始了真正的应用生态,这个将在教育,生活,娱乐,游戏等领域巨大的发展潜力,现象级应用呼之欲出。4,苹果自动驾驶技术正在加速研发,有人说特斯拉自动驾驶优势是占有数万台车辆每天在路上的数据,大家可能忘记了苹果对滴滴的10亿刀投资,特斯拉跑一年,比不上一天滴滴的数据。5,苹果还想买下谁?看好苹果年底上到180刀。看看对不对。
苹果可以买入了,理由如下
总涨
2023-01-28
$特斯拉(TSLA)$
我来泼点凉水。 特斯拉最大的风险在于需求突然消失了,无关其技术,产能。 23年会看到巨大的库存压力和产能过剩。
总涨
2022-01-22
$奈飞(NFLX)$
大跌之后的马后炮,说说下跌的个人看法。1。监管反垄断,美比我慢了几步,还是来了。2。疫情没有结束,但是越来越多的地方选择了回归日常生活,在家看电视的时间越来越少了。3。元宇宙的兴起,对传统流媒体是降维打击,这个会影响很长时间。4。奈飞过分依赖高投入,大制作,在无法如愿获得新增用户数量大增的情况下,模式伤害财务报表。不可持续。奈飞还会震荡下行,下面深不见底。
总涨
2017-01-31
财报大概率向好,苹果会新高。
$苹果(AAPL)$上车走起。
财报大概率向好,苹果会新高。
总涨
2016-11-21
离别是为了下次相逢
$网易(NTES)$近期建议远离网易。1汇率不稳,网易赚的是人民币,分红是美元,汇率不考虑不行。2网易游戏的占比太高,主要市场在中国大陆,目前新常态下,游戏收入一旦下滑,股价会大受影响。3一元夺宝,估计是第二个p2p,乱象丛生,肯定要整顿。4股价上涨太多,久涨必跌。合适的时候会回来。1丁老板值得投资。2网易电商,严选,考拉我都用,很不错。3网站有粘性,转型可期。
离别是为了下次相逢
总涨
2018-11-26
$特斯拉(TSLA)$ 拉的好。己空感谢🙏
总涨
2017-02-16
大黄易给力啊,02年2毛多。
$网易(NTES)$佩服,厉害了我的三石哥!
大黄易给力啊,02年2毛多。
总涨
2016-10-28
老果粉来说一下,苹果让果粉无语。
$苹果(AAPL)$老果粉,从3g港版开始,每代iphone都买了,目前6s和7双机。手表1代2代都是首发买进。mbp.ipad.ipadmini.都买了,曾是自豪的果粉。 进美股来老虎买第一只股就是苹果。一直重仓。118块买的第一笔,在这里发了很多撑苹果的贴。但是,昨天晚上看完直播,我大笔减仓苹果,留下一点点。 苹果现在的问题是,没乔邦主的灵魂创新,却敢乱用乔帮主公司开发生产什么,果粉用什么的特权。 1无视需求。果粉需要什么?需要创新。创新不足的苹果真的无语。创新不成,满足个性需要行吗?中国要的双卡双待手机,没有。无线充电?没有。好多新车上都有无线充电板了,开车充电方便好用,就算慢了,但是有b格。对不起,没有。 2,无视体验。苹果的核心竞争力就是体验不一样。现在体验变差,危机四伏。7的耳机孔没了,有蓝牙我们忍了。但是你的耳机跳票什么意思?新mbp等了4年,出一个触摸条。涨价几百刀。这个条在发布会上精心的展示,恰恰暴露了她的问题。键盘的作用是下意识操作,眼睛看着屏幕,手操作。这个东西,怎么操作?眼忙手乱。上面触摸,下面触摸,鼠标要第三只手?键盘要第几只手? 3为创新硬创新。苹果产品到底要几种线连接?新mpb连接过去发布的产品要转接线,我们理解。连接今年发布的7和7p也转接?这是嘛意思?苹果的磁性电源适配器方便好用,去掉后把低配的两个usbc口实际变成一个?装个鼠标?转接个手机?其他设备呢? 库克会杀死苹果,看看微软的发布会,就知道,库克也会杀死发布会。乔帮主千古。
老果粉来说一下,苹果让果粉无语。
总涨
2018-11-27
$特斯拉(TSLA)$ 做空被套,亏大了。说下做空原因吧! 1,美科技股大多调整了,此股尚在高位,泡沫巨大。 2,特斯拉出m3是坏招,会导致其他车型出现滞销。如同法拉利出30万一部跑车一样。 3,财务压力山大,销量一旦风吹草动,崩盘风险大。 4,我不认为纯电动车奔驰宝马奥迪落后很多,最先进的应该是氢燃料电池。 打算做空到他破产。
总涨
2017-04-19
看到涨这么好,我来空
$阿里巴巴(BABA)$原因有多个,主要是1.阿里电商的市集模式已落后,无力解决假货泛滥的问题,体验很差。天猫旗舰店高收费,低服务水平。2.金融,支付宝并不是上市部分,而且面临微信竞争和金融监管压力变大的威胁。3.马云设计的股权结构,公司架构,我不看好。
看到涨这么好,我来空
总涨
2018-03-13
$京东(JD)$ 京东今天上车机会。 今天中概股开盘大跌的,应该都是机会。我已加仓。 原因是花街对中国改革的分析总是慢几拍,机构改革的重大利好,外国人的大脑回路要等一会才能反应过来。然后,就是拉升了。
总涨
2016-11-05
理性发帖,分析利好利空。
$苹果(AAPL)$我已清仓苹果。利空1新品争论很多,没有大的创新。2手机不如上代销量,特别是在中国,下降厉害。3海外资金回到美国不易,在外面临补税。4专利纠纷案件不断,赔款多,。利好,1,闭合的生态越来越强。2苹果的手机和电脑,依然是世界上最好的产品,3果粉的粘性大4收购,看到好的公司可以买买买5服务收入增长空间大。今后,我会买回来的。
理性发帖,分析利好利空。
总涨
2017-01-19
服务器回档事件突发,网易的机会来了
$网易(NTES)$ 估计事件影响会逐步消失,玩家在获得补偿后,会平息不满。 春季假期,游戏玩家的黄金假期,加上网易从这事件中获得的教训,会更加重视服务器稳定,可能坏事变好事。上🚗机会来了。老司机开车,坐稳扶好。
服务器回档事件突发,网易的机会来了
总涨
2017-08-28
再说一遍。上车
$好未来(TAL)$此时的价格相当于150港元时的腾讯
再说一遍。上车
总涨
2017-01-30
敢不敢赌财报?敢就上车。
$网易(NTES)$我敢我上车
敢不敢赌财报?敢就上车。
总涨
2017-04-04
上车了,低点的
$网易(NTES)$阶段低点附近了,可以上车了。
上车了,低点的
总涨
2021-08-17
$特斯拉(TSLA)$
对特斯拉的调查,猜测一下结果。结果是自动驾驶要划定安全边界,划定使用场景,划分人机分工。宣传上要限制为辅助功能。利空有限,我己加仓。
总涨
2018-11-26
$拼多多(PDD)$ 忍不住说下,炒美股的兄弟可能不用拼多多,甚至看不起拼多多的货物。可是我国还有多少为一套房而精打细算、节衣缩食的家庭? 不懂不做,看懂中国,做多拼多多。
总涨
2017-03-09
阴阳师已向海外发行。成绩自己看。
$网易(NTES)$仅看日本的,其他自己查吧。
阴阳师已向海外发行。成绩自己看。
总涨
2017-03-28
第一次做空,baba
$阿里巴巴(BABA)$ 立此为记
第一次做空,baba
去老虎APP查看更多动态
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