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风险是朋友,也是敌人
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小肥柴
2017-08-14
听完京东的整个财报会议
$京东(JD)$记了不少笔记,也有不错的内容,回头总结一下
听完京东的整个财报会议
小肥柴
2017-07-31
赚钱亏钱都没关系
$百度(BIDU)$有多少人知道百度大部分收入都来自移动端?有多少人知道这个移动端包括爱奇艺等等? 有多少人知道其实这次上涨跟所谓AI 和陆奇没什么关系?有多少人认真看过百度的财报,知道它是未审计的?无论你美股赚钱还是亏钱,你不总结分析深入思考研究背后的因果,你就跟考试蒙对错题没两样,老虎里面有短期赚大钱的sai单的也有亏成马吃亏不说的。我想说,没有经历过周期考验的投资,不算真正的投资,只要期权经历一次真正的下跌周期,那就是几乎血本无归!
赚钱亏钱都没关系
小肥柴
2017-07-27
美元对美股的利好
$Facebook(FB)$ 美元疲软能够带来的具体好处到底有多大?摩根士丹利的策略师们估算,美元每下滑1%,每股盈利增长幅度就将额外增加0.5%。今年迄今为止的美元走低,不但可以支持2017年下半年的企业表现,其影响力还可以延续到2018年。“换言之,美元指数今年迄今为止下跌8%,就意味着标普500指数2018年全年每股盈利将额外增加4%。如果美元指数在今年余下时间当中进一步走低,全年下跌13%,则每股盈利就将因此增加6.5%。”
美元对美股的利好
小肥柴
2017-06-24
说说为什么京东今天涨这么爽
$京东(JD)$ 因为收购了farfetch 的股权。我是留学生,在美国很多同学都用这个电商来买奢侈品潮牌什么都有。这个品牌的特点是,接通了全世界的奢侈品潮牌店面,特别是欧洲的,而且出了名服务好,免费退换货。而中国又是奢侈品消费大国,这个影响可能不止这点涨幅那么简单
说说为什么京东今天涨这么爽
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