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不求赚多赚少,但求严格执行计划。
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小小资本
2019-11-05
$蔚来(NIO)$
今晚有戏
小小资本
2018-08-08
$拼多多(PDD)$谁知道这货啥时候能上期权,直接卖空股票压力有点大呀
小小资本
2018-03-24
Call美光,赔了喝汤,赚了吃肉。
$美光科技(MU)$ 只要美股不崩盘,美光还是有很大机会的。踏踏实实睡觉了,我都是小打小闹。输得起。🤑🤑🤔
Call美光,赔了喝汤,赚了吃肉。
小小资本
2018-03-23
这篇文章不错,转发给大家看
@蓝天白云:美光风险提示
小小资本
2018-03-22
套路性下跌
$阿里巴巴(BABA)$本次盘前恐慌性抛盘应该是套路性下跌。受影响事件应该有加息,腾讯抛售下跌(互联网代表之一),Facebook泄露资料(互联网代表之一)。。。除此好像也没什么了。。。如果担心可以买入一定的恐慌指数做对冲,但暂时不建议跟风式扔筹码。
套路性下跌
小小资本
2018-02-01
$阿里巴巴(BABA)$别人恐惧是我贪婪。阿里长期看好你~
小小资本
2017-12-04
$迅雷(XNET)$ 其实这样也好,把老虎社区舆论作为反面参考点,估计最终收益为正。毕竟赚钱的往往是少数人。顺利的话,这次应该会超越前期高点。
小小资本
2017-12-02
$XNET 20180119 17.5 CALL(XNET)$ 大队长想玩刺激为什么不上迅雷?在股价大幅波动而你又不好判断涨跌时同时买进call和put远期低价位期权大概率实现套利。@中国人民解放军空军大队长
小小资本
2017-11-02
跌一跌是好事儿
$阿里巴巴(BABA)$ 如果持有正股不必过于担心。看看前几天的走势,估计把预期消化的差不多了。短期多头抛压很重,毕竟很多人还是打一炮就走的,不像咱一样去跟它谈恋爱。还是等等看下周的走势吧。不过话说期权主可有的心跳了~
跌一跌是好事儿
小小资本
2017-07-28
$亚马逊(AMZN)$ 多跌跌,从300元开始就一直想买呢没下手,等看懂亚马逊时已经买不起了😂
小小资本
2017-07-06
开始剧情反转?
$AMD(AMD)$ @这app我只看amd 是迎接新产品发布么?还是普通反弹?你怎么看
开始剧情反转?
小小资本
2017-03-27
$道琼斯(.DJI)$ 今天盘前不妙~
去老虎APP查看更多动态
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只要美股不崩盘,美光还是有很大机会的。踏踏实实睡觉了,我都是小打小闹。输得起。🤑🤑🤔","listText":"$美光科技(MU)$ 只要美股不崩盘,美光还是有很大机会的。踏踏实实睡觉了,我都是小打小闹。输得起。🤑🤑🤔","text":"$美光科技(MU)$ 只要美股不崩盘,美光还是有很大机会的。踏踏实实睡觉了,我都是小打小闹。输得起。🤑🤑🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170871","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170685,"gmtCreate":1521812258057,"gmtModify":1704890734005,"author":{"id":"3432436406005197","authorId":"3432436406005197","name":"小小资本","avatar":"https://static.laohu8.com/70f7d25ea9a0434d5a80f68dabd81823","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432436406005197","idStr":"3432436406005197"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170685","repostId":"170678","repostType":1,"repost":{"id":170678,"gmtCreate":1521812064918,"gmtModify":1704890733316,"author":{"id":"149899156172562","authorId":"149899156172562","name":"蓝天白云","avatar":"https://static.tigerbbs.com/4c26768c711e0eabb84646080a5e8fea","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"149899156172562","idStr":"149899156172562"},"themes":[],"title":"美光风险提示","htmlText":"@Tony特别帅 提出了美光$(MU)$财报不如意的方面。非常值得参考。 我在Q1/Q2的时候就看过类似的比较,主要有两个要点:1)同比虽增长,但是增速在下降;2)同样,环比的增速也在下降。 对于第一点,我认为由于美光2016年才开始扭亏,所以同比增速的比较在目前时间点上意义不大。肯定是下降的,越早的同比越高,因为越早的同比,比的是刚扭亏的时候数据。 对于第二点,环比增速是Q1就提出来比较慢了。我当时也看到,有点疑问。但是当你想到目前三个厂家的产能被限制住了,就明白一点,市场需求的增速还不能完全释放和反映在财务的环比增速上。因为产能的局限。 所以,大家不光看财务,还看业务上bits的产量和销量增速。但是目前由于产能的问题,谁也说不清市场真实的需求未来会被怎样反映在财务上。这也是为什么多空如此分歧大的原因吧。 总之,财务数据只能给出现在和过去的状态。未来的发展还看下游的市场,以及新兴市场的发展状况。 作为一个高速发展的企业定义,利润的同比增长能维持在20%左右。 投资的难度就在与对未来市场的判断。做企业何尝不是一样呢?大家还是固守自己的能力圈,这样成功的概率高很多。另外,任何时候不要满仓或者杠杆。巴菲特的眼光再好,他也会留很多钱。因为市场不是你一个人决定的,波动也不是以你的意志为转移的。投资上面谨慎点总没错。","listText":"@Tony特别帅 提出了美光$(MU)$财报不如意的方面。非常值得参考。 我在Q1/Q2的时候就看过类似的比较,主要有两个要点:1)同比虽增长,但是增速在下降;2)同样,环比的增速也在下降。 对于第一点,我认为由于美光2016年才开始扭亏,所以同比增速的比较在目前时间点上意义不大。肯定是下降的,越早的同比越高,因为越早的同比,比的是刚扭亏的时候数据。 对于第二点,环比增速是Q1就提出来比较慢了。我当时也看到,有点疑问。但是当你想到目前三个厂家的产能被限制住了,就明白一点,市场需求的增速还不能完全释放和反映在财务的环比增速上。因为产能的局限。 所以,大家不光看财务,还看业务上bits的产量和销量增速。但是目前由于产能的问题,谁也说不清市场真实的需求未来会被怎样反映在财务上。这也是为什么多空如此分歧大的原因吧。 总之,财务数据只能给出现在和过去的状态。未来的发展还看下游的市场,以及新兴市场的发展状况。 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