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huha
01-24
2024元旦的一些思考
最近一些思考,记录一下 1. 家乡镇上的公务员教师出现降薪欠薪的情况,公务员教师欠薪记忆中2000年后就没发生过了。全国各地也不断传公务员教师有降薪问题。元旦和一个奶销售、一个工厂配件销售同学聊天,均说销售在下滑。 中国之前对土地财政依赖太深,现在卖地已无法继续,需要转型,转型的痛,时间不会短。最近一两年经济可能还会有大问题。不会短时间复苏。 2. 中国人均GDP还很低,中国有大量受过高等教育的人力资源,有勤劳的人民,依然相信中国长期的发展。 未来的发展除了经济自然的复苏,如果有深度的改革发展会更好,但深度改革不可预测。 AI的发展有很大可能带来效率的提升,效率提升会带来经济的发展。如2000年互联网浪潮,甚至更甚。 3. 基于上面的判断,元旦几乎清仓了A股。耐心等待优质公司进入一个好的价格,再买入。基于对未来一两年经济不看好的判断,预期年中前不大买入。如果茅台低于1500,计划持续买入。 4. 新能源汽车未来还有很大的增长,但买哪个公司是个问题。 去年特斯拉100左右的时候,用20%左右的仓位买入,在260左右已全部清仓,觉得现在不便宜。 比亚迪销量现在最多,但对产品力有怀疑,且增长数据最近已停滞。
$小米集团-W(01810)$
以其品牌、产品、技术、供应链、销售渠道、国际化的积淀,准备赌雷军赌小米最后会留下进入前十。计划买入不超过5%的仓位。 5. AI是继智能手机后最大的技术突破,有巨大的潜力。买哪些AI公司是个问题。
$英伟达(NVDA)$
因多年的积淀,最近几年有统治地位。但现在很贵。且担心云厂商、其它芯片厂商自己设计AI芯片,成功后会对英伟达有大冲击。 AI有巨大
2024元旦的一些思考
huha
2018-05-15
$Facebook(FB)$市盈率15,$微软(MSFT)$市盈率65。老虎到底怎么算出来的
@huha:老虎的市盈率计算有问题
huha
2018-05-11
明天可能要跌了
六千本金 ,赚到第一个一千纪念一下。 $阿里巴巴(BABA)$ $百度(BIDU)$ $Facebook(FB)$ $微软(MSFT)$ $58同城(WUBA)$
明天可能要跌了
huha
2018-05-10
为什么$微软(MSFT)$市盈率是64,$猎豹移动(CMCM)$市盈率是8
@huha:老虎的市盈率计算有问题
huha
2018-05-05
只做正股
苍蝇也是肉,只做正股 $Facebook(FB)$ $阿里巴巴(BABA)$ $微软(MSFT)$ $百度(BIDU)$ $58同城(WUBA)$
只做正股
huha
2018-05-05
老虎的市盈率计算有问题
$猎豹移动(CMCM)$ 因为资产变卖一个季度利润增长,市盈率怎么就成8了 $索尼(SNE)$ 现在是13,但前段时间好久都有问题显示二十多 $阿里巴巴(BABA)$ 现在是四十多,但前段时间一直显示七十多 坑爹啊!
老虎的市盈率计算有问题
huha
2018-03-27
前段时间清仓,昨天又入市了
前段时间清仓,一直没交易。 昨天买入了$Facebook(FB)$ $微软(MSFT)$ $百度(BIDU)$打算长期持有。 前途未卜,不知大势如何。
前段时间清仓,昨天又入市了
huha
2018-03-05
美股高点,贸易战不确定性,全部清仓,观望
如题
美股高点,贸易战不确定性,全部清仓,观望
huha
2018-02-09
已全部清仓,等待时机抄底
周一已全部清仓 $陌陌(MOMO)$ $百度(BIDU)$ $58同城(WUBA)$ 等待时机抄底 $索尼(SNE)$ $特斯拉(TSLA)$觉得估值已经被低估,实在没舍得仍。这几天又跌了一些了。大盘趋势下,还是要顺势,不能和大势作对。
已全部清仓,等待时机抄底
huha
2018-02-03
八月中开始炒股的疑问,现在渐渐清晰了,价值投资,价值投资,价值投资。索尼收益快40%了。 $索尼(SNE)$ $携程网(CTRP)$ $迅雷(XNET)$ 迅雷三块多入手的,六块多出手,后来涨到二十多,又跌倒十几块。不后悔,不该自己能挣的钱,不要想。价值投资,价值投资,价值投资。继续坚持。
@huha:携程VS索尼
huha
2017-08-22
换手率问题
$陌陌(MOMO)$ $58同城(WUBA)$ 的换手率都超过15%了,$索尼(SNE)$ 换手率0.01%!
换手率问题
huha
2017-08-21
42没买,已哭晕,哈哈
$58同城(WUBA)$ 42时想买,入金一直有问题,后来上50就没敢买了,现在60了。。。。
42没买,已哭晕,哈哈
huha
2017-08-21
携程VS索尼
$携程网(CTRP)$ 年利润不到5亿美金,$索尼(SNE)$ 年利润50亿美金,为什么索尼市值只有携程2倍?
携程VS索尼
huha
2017-08-17
阿里利润是网易四倍,市值是网易十倍还多
$阿里巴巴(BABA)$ 利润是 $网易(NTES)$ 的四倍,市值是网易十倍还多,为什么?
阿里利润是网易四倍,市值是网易十倍还多
huha
2017-08-12
美股一个月了
以前从未炒过股,一个月前入金3000,开始玩美股。最开始看了58同城,42时想入手,入金一直没通过,后来涨上去就没买了。不过还是继续关注58同城,看好子公司58到家的发展,58自己的招聘看二季度财报,瓜子二手车和转转也关注一下数据。因为迅雷的cdn业务关注了迅雷。迅雷资产超市值,风险应该不大。cdn业务有价格优势,市场主要的直播平台用迅雷cdn 的比较多,赌二季度财报cdn业务上涨。对傅胜印象一直很好,看了猎豹移动的业务,现在转型期。工具类软件业务平稳,live. me在海外美国,越南,埃及等国发展不错,收购新闻内容信息流插广告,游戏也有几个爆款。看好猎豹未来发展,大部分资金都投到了猎豹。京东1季度财报不错,也看好京东的发展,电商的人口红利应该还有几年。有次加班回家后,看京东跌了,果断入手。前两天股市大跌,又入金3000准备抄底。到家11点多,基本都涨回去了,看到网易还在跌,买了5股花去一半资金。网易现有营收平稳,看好海外游戏发行,看好考拉,严选发展。猎豹,京东,迅雷二季度财报陆续要出了,下个月再来一篇总结。
美股一个月了
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1. 家乡镇上的公务员教师出现降薪欠薪的情况,公务员教师欠薪记忆中2000年后就没发生过了。全国各地也不断传公务员教师有降薪问题。元旦和一个奶销售、一个工厂配件销售同学聊天,均说销售在下滑。 中国之前对土地财政依赖太深,现在卖地已无法继续,需要转型,转型的痛,时间不会短。最近一两年经济可能还会有大问题。不会短时间复苏。 2. 中国人均GDP还很低,中国有大量受过高等教育的人力资源,有勤劳的人民,依然相信中国长期的发展。 未来的发展除了经济自然的复苏,如果有深度的改革发展会更好,但深度改革不可预测。 AI的发展有很大可能带来效率的提升,效率提升会带来经济的发展。如2000年互联网浪潮,甚至更甚。 3. 基于上面的判断,元旦几乎清仓了A股。耐心等待优质公司进入一个好的价格,再买入。基于对未来一两年经济不看好的判断,预期年中前不大买入。如果茅台低于1500,计划持续买入。 4. 新能源汽车未来还有很大的增长,但买哪个公司是个问题。 去年特斯拉100左右的时候,用20%左右的仓位买入,在260左右已全部清仓,觉得现在不便宜。 比亚迪销量现在最多,但对产品力有怀疑,且增长数据最近已停滞。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 以其品牌、产品、技术、供应链、销售渠道、国际化的积淀,准备赌雷军赌小米最后会留下进入前十。计划买入不超过5%的仓位。 5. AI是继智能手机后最大的技术突破,有巨大的潜力。买哪些AI公司是个问题。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 因多年的积淀,最近几年有统治地位。但现在很贵。且担心云厂商、其它芯片厂商自己设计AI芯片,成功后会对英伟达有大冲击。 AI有巨大","listText":"最近一些思考,记录一下 1. 家乡镇上的公务员教师出现降薪欠薪的情况,公务员教师欠薪记忆中2000年后就没发生过了。全国各地也不断传公务员教师有降薪问题。元旦和一个奶销售、一个工厂配件销售同学聊天,均说销售在下滑。 中国之前对土地财政依赖太深,现在卖地已无法继续,需要转型,转型的痛,时间不会短。最近一两年经济可能还会有大问题。不会短时间复苏。 2. 中国人均GDP还很低,中国有大量受过高等教育的人力资源,有勤劳的人民,依然相信中国长期的发展。 未来的发展除了经济自然的复苏,如果有深度的改革发展会更好,但深度改革不可预测。 AI的发展有很大可能带来效率的提升,效率提升会带来经济的发展。如2000年互联网浪潮,甚至更甚。 3. 基于上面的判断,元旦几乎清仓了A股。耐心等待优质公司进入一个好的价格,再买入。基于对未来一两年经济不看好的判断,预期年中前不大买入。如果茅台低于1500,计划持续买入。 4. 新能源汽车未来还有很大的增长,但买哪个公司是个问题。 去年特斯拉100左右的时候,用20%左右的仓位买入,在260左右已全部清仓,觉得现在不便宜。 比亚迪销量现在最多,但对产品力有怀疑,且增长数据最近已停滞。 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 以其品牌、产品、技术、供应链、销售渠道、国际化的积淀,准备赌雷军赌小米最后会留下进入前十。计划买入不超过5%的仓位。 5. 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AI是继智能手机后最大的技术突破,有巨大的潜力。买哪些AI公司是个问题。 $英伟达(NVDA)$ 因多年的积淀,最近几年有统治地位。但现在很贵。且担心云厂商、其它芯片厂商自己设计AI芯片,成功后会对英伟达有大冲击。 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