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天天有钱888
2021-07-19
牛来了
@贝拉聊财金: 美股恐高症发作!业绩能撑住估值吗?下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来!科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办? 如果需要 ...
天天有钱888
2021-07-19
这篇文章不错,转发给大家看
@贝拉聊财金: 美股恐高症发作!业绩能撑住估值吗?下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来!科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办? 如果需要 ...
天天有钱888
2021-07-16
这篇文章不错,转发给大家看
@gugu:2021年上半年复盘:不愿意持有1年以上的票,就不要买入
去老虎APP查看更多动态
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我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 这次重点复盘了账户的逐笔交易,上半年一共交易32个票,但实际上","listText":"上半年A股账户盈利4%,老虎账户盈利11.5%。盈利结果,符合预期。A股消费一直高位盘整,中免股价冲高后回落了,中概表现也不好,只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 这次重点复盘了账户的逐笔交易,上半年一共交易32个票,但实际上","text":"上半年A股账户盈利4%,老虎账户盈利11.5%。盈利结果,符合预期。A股消费一直高位盘整,中免股价冲高后回落了,中概表现也不好,只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 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