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Xu徐公

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02-08

一个AI能托起中国的股市？只能托起股市的概念吧。股市上了三千八百点，我们挣了钱，我们就做多，呵呵呵。

抱歉，原内容已删除

02-06

不能用常规逻辑理解，你想利用一个两亿盘子的工具反向收割？小心有神秘力量让它随时退市。

2024-11-06

他们这个不叫过度监管，如果效率低也是肯定的，政府部门不可能效率高，呵呵呵。

抱歉，原内容已删除

2024-09-12

怪不得近期下跌，既然消息出来了，就买吧。

抱歉，原内容已删除

2024-09-03

超过股神不可能，因为我们有些认知之外的风险。但是你的分享精神绝对值得肯定。

@空军大队长:长期来说，股价上涨跟跟收入增长是成正比的

2024-02-03

有能力选择美股就已经赢了一大半了，至于是英伟达还是特斯拉都只是这个大前提下的一个小浪花而已。不信你看看港A股，你聪明上天看穿百年大趋势，能挣钱吗？

2024-02-02

$上证指数(000001.SH)$ 大经济不回头，也不要指望什么。

2024-01-19

君叫臣死，臣不得不死。有个不敢说的大背景，大家还是悠着点小心为妙吧。

2023-04-06

让他们去布局吧，我们跟着入点股喝点汤。

抱歉，原内容已删除

2023-03-22

我靠，这篇文章有深度，有视野，必读。

抱歉，原内容已删除

2022-01-04

虽然有很多错的预测，但比麦玲玲还是强一些。

抱歉，原内容已删除

2021-11-14

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-03

以三到五年的维度看投资？那基本上每个月都收割几把韭菜，最后还是收获颇丰的。

抱歉，原内容已删除

2021-10-31

赫兹不是已经破产？这么快就卷土重来，自己的屁股擦干净没？帮别人抬轿倒是挺厉害。

抱歉，原内容已删除

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查理芒格说过，长期来说，股价上涨跟利润增长是成正比的，就是利润增长速度越快，股价上涨更快，我把利润改成收入了，因为传统行业主要是看利润，但是硅谷的企业都是烧钱模式，像亚马逊成立20多年才赢利，特斯拉成立16年才赢利，没有赢利之前股价也涨了几十倍上百倍，所以等到有利润的时候，可能就错过了最佳的投资机会，所以我在芒格的基础上，做了一个改进，就是把利润改成收入，利润的波动是非常大的，而收入的波动就小很多，只要收入增长速度保持在快速增长就可以了，利润迟早会起来的。 昨天我写了怎么把握收入增长快的公司买卖点，因为现在这些收入增长快的公司都大涨了，我们最好是在收入增长快的第一个季度就杀进去，在成功率不变的情况下，收益率会提高很多，比如说英伟达是2023年二季度收入增长100%的，当时财报出来开盘价在500美元左右，然后到了今年一季度收入增长速度环比下降，财报出来开盘价是121，后面还冲到了141，那么至少在120是可以出来的，那也赚了140%，那就精准把握了这个机会，像ASPN今年一季度收入增长107%，财报出来开盘价在19.8，二季度财报出来开盘价是24，一个季度就涨了20%，三季度开盘价应该是会高于二季度的，就算三季度财报收入增长低于80%，股价上涨的概率也有80%，这两个公司都是周期性行业，所以只要收入增长速度环比下降就要出来。 CELH从2020年开始，年年增长率都是超过80%，股价最高涨了90倍，还有SWAV，给强生收购了，也是连续几年收入增长超过80%，股价上涨了超过了百倍，就是买十个股票，总能压一个这样的股票，那整体下来收益也有十倍，其他股票多少也会涨点，所以就超过了十倍，整体收益如果做到四年十倍或者五年十倍也是非常高的，比如我有一个账户去年7月份开始的，买了十个票就CVNA一个票涨了500%，其他股票没有怎么涨，十个票四个上涨，六","listText":"长期来说，股价上涨跟收入增长是成正比的 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