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西北股神
11-21 20:37
架不住自己捅自己,这种没格局的公司远离
西北股神
10-11
$特斯拉(TSLA)$
资本市场哪里懂颠覆未来的人,这么牛逼的创始人和公司,满仓进就完了
西北股神
08-26
$拼多多(PDD)$
至于么。。。跌这么多
西北股神
08-23
$拼多多(PDD)$
到底是把散户吓跑准备拉升呢,还是确实财报风险开始跌
西北股神
08-20
小鹏就是因为走偏了老想着去害别人,没有把精力放在自己的爆款产品上,有时间弄理想,不如多做几个p7那种优质产品。。感觉这公司上层定力不行,太容易乱了
西北股神
08-20
$拼多多(PDD)$
犹豫要不要赌一波财报
西北股神
08-20
$Meta Platforms(META)$
meta是美股巨头里唯一一家有机会成为ai大模型层能源型的公司,加上用户端强劲资源,1-2年内上1000是没问题的,而且市值相对合理,抗风险能力也很强。最大风险就是用户端被字节颠覆,不过概率极低
西北股神
08-02
$英伟达(NVDA)$
跌的原因只有一个,就是高处不胜寒,市值拉的太快了,稍微风吹草动大家都慌,看英伟达已经从看增长逻辑到看市值逻辑了
西北股神
07-15
$特斯拉(TSLA)$
之前持有价180,160买入,170买入,233买入,看7月底财报如果有亮点则肯定超300
西北股神
06-28
$特斯拉(TSLA)$
那个股价160还到处黑特斯拉的女黑粉呢,不出来了哈哈
西北股神
03-26
$特斯拉(TSLA)$
每次到160左右,就闭眼进特斯拉,即便新能源汽车路径不好,特斯拉在机器人领域潜力巨大,而且还有汽车ai和自建能源业务的加成,没啥可怕的
西北股神
01-22
$美团-W(03690)$
奔着50去了
西北股神
2023-12-21
$美团-W(03690)$
消费降级对美团线下商业影响很大,而且王老板的上层意识也比较薄弱,被整顿的概率很大
西北股神
2023-12-19
$药师帮(09885)$
这是搞什么啊
西北股神
2023-12-13
$药师帮(09885)$
主力操作出货,给几天甜头就大额套现
西北股神
2023-11-29
$美团-W(03690)$
美团是最有可能被分拆的大公司
西北股神
2023-07-13
$药师帮(09885)$
好公司!
西北股神
2022-10-19
$贝壳(BEKE)$
今年这房地产感觉真的胆寒,三四线房子完全没人问,北京的核心地段空有价格但是卖不掉。。。只有性价比高的新盘能出量,而且不多
西北股神
2022-08-24
$涂鸦智能(TUYA)$
没有场景控制力,又没有核心技术,只是渠道整合肯定走不远,b端可选的同类公司太多了
西北股神
2022-02-25
$小米集团-W(01810)$
小米业绩翻盘的三板斧都不大好实现,高端手机市场是最难的,红海不说,对高端用户理解小米差的挺远,IoT业务门槛低又极度分散依赖线下场景,占有率应该只能靠大量收购合并,汽车业务等小米出来,BBA基本已经海量新能源车型了,品牌不占优势,从低端打又有国内造车三兄弟,难,是真难
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