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史蒂芬曾
只弄一只!
IP属地:广东
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史蒂芬曾
07-12
六个7
史蒂芬曾
2023-11-17
史蒂芬曾
2021-11-04
$比亚迪(002594)$
20%仓位押注比亚迪,看好到500
史蒂芬曾
2021-10-21
先出一半,另一半留着
史蒂芬曾
2021-09-07
$阿里巴巴(BABA)$
看到250
史蒂芬曾
2021-09-07
$京东(JD)$
看到120块
史蒂芬曾
2021-09-07
全面盈利!
史蒂芬曾
2021-09-02
$京东(JD)$
等待四个月,重仓40%,一股不动!
史蒂芬曾
2021-09-02
$贝壳(BEKE)$
忍受几个月动荡期,开始全面盈利!
史蒂芬曾
2021-07-21
$滴滴(DIDI)$
投入20%仓位给滴滴!原因有三:1,存量用户数量巨大,司机保有量持续领先?2,倒闭和退市概率不大,最差情况是市场份额会因为美团打车和高德的短期市场策略而收到一定的下降,但是从运力角度来看,护城河坚不可摧。3,后续外卖业务的想象力巨大。
史蒂芬曾
2021-06-17
清仓一半,押贝壳找房!
史蒂芬曾
2021-05-20
$小鹏汽车(XPEV)$
投入20%仓位买入小鹏,理由是前期下跌把大部分泡沫挤压了,另外毛利率增加到12%,原材料成本降低,导致现金流逐步增加。另外,软件业务作为业务种子以后肯定会成为主流营收之一,另外从长远看,等特斯拉市值超过一万亿美金时,蔚来不会低于2000亿美金,小鹏也不一定会低于1000亿美金。
史蒂芬曾
2021-04-27
$京东(JD)$
跟踪了半年后,投入40%资金重仓京东!
史蒂芬曾
2021-02-19
$触宝(CTK)$
还是平仓一半,留一半!
史蒂芬曾
2021-02-10
$Qiwi plc(QIWI)$
不断增加的营收和净利润,因为一个小的诉讼股价从而大跌。基本面根本没问题,现在区块链和数字货币这么火,其他投资者根本没有意识到这块业务的价值,后面如果突然公布了比特币的数量或者一些配套工具业务,估计涨十倍以上是没问题的!
史蒂芬曾
2021-01-28
$特斯拉(TSLA)$
继续持有!
史蒂芬曾
2021-01-28
仓位15%,继续持有!
史蒂芬曾
2021-01-13
2020年第四季度的收益率!盈利主要集中在新能源。亏损主要集中在趣店的割肉。
史蒂芬曾
2021-01-08
$特斯拉(TSLA)$
卖四分之一,其他长期持有!
史蒂芬曾
2020-12-24
$FireEye Inc.(FEYE)$
准备平仓,利润全部加仓特斯拉!
去老虎APP查看更多动态
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