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暴富wendy
2021-01-06
备注农夫山泉3-7解禁
暴富wendy
2020-08-29
「复盘」海底捞半年报餐饮业亏损是符合预期的,因此它再正式公布结果的时候,市场不会给与剧烈的反应。相较表面的报道,我们还要考虑更多其他因素,例如它的扩张速度,之前我看到一个研报,说海底捞的开店节奏快于预期,目前门店数量达935家,从小福州就能看到有多家新店开业,而且餐饮业很讲究菜品的推陈出新,去海底捞还是能经常看到它们变更菜品的,客流量和服务一直很稳定,所以我对它持续看好。但是我前天做了一个错误的决定,没有做到知行合一。还在前一天,朋友还问我要不要继续持有,我很坚定的告诉她,我们可以一直拿到年底三季度报告出来再撤。但是,但是,但是,因为A股前两天的大调整,让我的心态发生了变化,觉得海底捞已经盈利40%,及时落袋为安也是不错的选择,于是我在它这两天涨幅将近15%之前就卖出了。。。也就是我原本可以赚55%,结果提前卖了。。。这里也反应出炒股很考验心理,原本A股和港股关联性不强,我却因为A股的下跌,影响了港股的心态,好的一方面是我赚钱了,但相比没赚到的,心里总是有遗憾。这还是怪自己没有坚定执行原来的策略。复盘一下,下次看准的优质票,一定坚定持有,享受更大收益
暴富wendy
2020-08-22
2020.08.22 复盘笔记 by 暴富wendy
2020-08-22 成本 现价 浮动收益 永泰生物-B(06978) 11.195 11.800 +5.40% 该股将于8月28日发布中期业绩
2020.08.22 复盘笔记 by 暴富wendy
暴富wendy
2020-08-13
2020.08.13 复盘笔记 by 暴富wendy
2020-08-13 成本 现价 浮动收益 海底捞(06862) 34.064 43.950 +29.02% 继续持有
2020.08.13 复盘笔记 by 暴富wendy
暴富wendy
2020-08-10
考量眼光的时候到了……最近的财报数据显示,该股实现营业收入322.40万港元,净利润-1.21亿港元,每股收益-0.24港元,毛利数据暂无,市盈率-49.79倍。
暴富wendy
2020-08-02
前两周约朋友吃饭,选了个最冷清的商场,海底捞位于该商场的负一楼,我想生意应该很惨淡,至少不需要排队。结果饭点抵达现场时让我大惊失色,居然要等至少半小时才能有位置。当时就想,等周一开盘结合海底捞近期趋势,择时买入。嗯,不论是用餐体验,还是股票,都没让我失望。
暴富wendy
2020-07-24
市场开始price in南海冲突预期了,此危之后有机吗?
暴富wendy
2020-07-14
$众安在线(06060)$
这只股收益已实现翻倍,调整前已估清。
暴富wendy
2020-07-13
$新东方在线(01797)$
7月7日以30.1的价格买入,今天37.8卖出。 5个交易日收获25%的收益,已经很满足了。 新东方的主业务并不是k12,要靠疫情令其整体业绩扭亏为盈我还是隐隐有些担忧。薅一波羊毛就跑,不贪心。 [开心]
暴富wendy
2020-07-11
受到恒生指数公司表示阿里8月可纳入成份股选股范围刺激,阿里巴巴股价攀升。此外华尔街投行Needham给予阿里巴巴新的买入评级,并指出该公司具有扩张进入“线下零售、食品配送和云计算等相邻行业”的潜力,跟着聪明钱做投资就对了。。
$阿里巴巴-SW(09988)$
暴富wendy
2020-07-11
在整个集成电路和芯片行业,中芯国际真的排不上名次。研发能力和核心竞争力、加工能力等提升空间非常大。去年,在距离发布退市消息最近的一个交易日,中芯国际在纽交所的收盘价为5.50美元,市值仅为5.55亿美元。而在香港市场,中芯国际的总市值则达到了425.22亿港元。从纽交所退市一周年之际,中芯国际瞄准了刚刚设立的科创板。2020年5月5日,中芯国际发布公告称,正式提交申请回归A股上市。一个担忧是作为一个科技企业一直在资本市场运作、打滚甚至炒作,对科技企业绝对是一大忌讳。许多科技实力很强、本来经营不错的企业就因为钻着门子上市圈钱、一夜暴富,最终无心搞科研而走向衰落的。任正非一直不让华为上市的原因引人深思的。像这类一两年时间里纽约上市-退市-港交所上市-A股市场上市.....决策层还有心思搞科研吗?这类企业我是不敢投资。$中芯国际 hk00981$
暴富wendy
2020-07-04
$众安在线(06060)$
今年二月开通老虎证券以来,一直在众安身上薅羊毛,做了四次波段,每回都能吃到肉
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","text":"受到恒生指数公司表示阿里8月可纳入成份股选股范围刺激,阿里巴巴股价攀升。此外华尔街投行Needham给予阿里巴巴新的买入评级,并指出该公司具有扩张进入“线下零售、食品配送和云计算等相邻行业”的潜力,跟着聪明钱做投资就对了。。$阿里巴巴-SW(09988)$","images":[{"img":"https://static.tigerbbs.com/94c435ab9ab6f43c924c143db0980f9d","width":"735","height":"1084"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/943830125","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":971010235,"gmtCreate":1598660816927,"gmtModify":1704220015332,"author":{"id":"3542397236999248","authorId":"3542397236999248","name":"暴富wendy","avatar":"https://static.tigerbbs.com/1fb9562bc355ede0eaf9e77df50d4f0e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"「复盘」海底捞半年报餐饮业亏损是符合预期的,因此它再正式公布结果的时候,市场不会给与剧烈的反应。相较表面的报道,我们还要考虑更多其他因素,例如它的扩张速度,之前我看到一个研报,说海底捞的开店节奏快于预期,目前门店数量达935家,从小福州就能看到有多家新店开业,而且餐饮业很讲究菜品的推陈出新,去海底捞还是能经常看到它们变更菜品的,客流量和服务一直很稳定,所以我对它持续看好。但是我前天做了一个错误的决定,没有做到知行合一。还在前一天,朋友还问我要不要继续持有,我很坚定的告诉她,我们可以一直拿到年底三季度报告出来再撤。但是,但是,但是,因为A股前两天的大调整,让我的心态发生了变化,觉得海底捞已经盈利40%,及时落袋为安也是不错的选择,于是我在它这两天涨幅将近15%之前就卖出了。。。也就是我原本可以赚55%,结果提前卖了。。。这里也反应出炒股很考验心理,原本A股和港股关联性不强,我却因为A股的下跌,影响了港股的心态,好的一方面是我赚钱了,但相比没赚到的,心里总是有遗憾。这还是怪自己没有坚定执行原来的策略。复盘一下,下次看准的优质票,一定坚定持有,享受更大收益","listText":"「复盘」海底捞半年报餐饮业亏损是符合预期的,因此它再正式公布结果的时候,市场不会给与剧烈的反应。相较表面的报道,我们还要考虑更多其他因素,例如它的扩张速度,之前我看到一个研报,说海底捞的开店节奏快于预期,目前门店数量达935家,从小福州就能看到有多家新店开业,而且餐饮业很讲究菜品的推陈出新,去海底捞还是能经常看到它们变更菜品的,客流量和服务一直很稳定,所以我对它持续看好。但是我前天做了一个错误的决定,没有做到知行合一。还在前一天,朋友还问我要不要继续持有,我很坚定的告诉她,我们可以一直拿到年底三季度报告出来再撤。但是,但是,但是,因为A股前两天的大调整,让我的心态发生了变化,觉得海底捞已经盈利40%,及时落袋为安也是不错的选择,于是我在它这两天涨幅将近15%之前就卖出了。。。也就是我原本可以赚55%,结果提前卖了。。。这里也反应出炒股很考验心理,原本A股和港股关联性不强,我却因为A股的下跌,影响了港股的心态,好的一方面是我赚钱了,但相比没赚到的,心里总是有遗憾。这还是怪自己没有坚定执行原来的策略。复盘一下,下次看准的优质票,一定坚定持有,享受更大收益","text":"「复盘」海底捞半年报餐饮业亏损是符合预期的,因此它再正式公布结果的时候,市场不会给与剧烈的反应。相较表面的报道,我们还要考虑更多其他因素,例如它的扩张速度,之前我看到一个研报,说海底捞的开店节奏快于预期,目前门店数量达935家,从小福州就能看到有多家新店开业,而且餐饮业很讲究菜品的推陈出新,去海底捞还是能经常看到它们变更菜品的,客流量和服务一直很稳定,所以我对它持续看好。但是我前天做了一个错误的决定,没有做到知行合一。还在前一天,朋友还问我要不要继续持有,我很坚定的告诉她,我们可以一直拿到年底三季度报告出来再撤。但是,但是,但是,因为A股前两天的大调整,让我的心态发生了变化,觉得海底捞已经盈利40%,及时落袋为安也是不错的选择,于是我在它这两天涨幅将近15%之前就卖出了。。。也就是我原本可以赚55%,结果提前卖了。。。这里也反应出炒股很考验心理,原本A股和港股关联性不强,我却因为A股的下跌,影响了港股的心态,好的一方面是我赚钱了,但相比没赚到的,心里总是有遗憾。这还是怪自己没有坚定执行原来的策略。复盘一下,下次看准的优质票,一定坚定持有,享受更大收益","images":[{"img":"https://static.tigerbbs.com/f3c6a65e903e3050cb3183ef440cd1d2","width":"1125","height":"2977"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971010235","isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":944674488,"gmtCreate":1597001385344,"gmtModify":1704214018635,"author":{"id":"3542397236999248","authorId":"3542397236999248","name":"暴富wendy","avatar":"https://static.tigerbbs.com/1fb9562bc355ede0eaf9e77df50d4f0e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"考量眼光的时候到了……最近的财报数据显示,该股实现营业收入322.40万港元,净利润-1.21亿港元,每股收益-0.24港元,毛利数据暂无,市盈率-49.79倍。","listText":"考量眼光的时候到了……最近的财报数据显示,该股实现营业收入322.40万港元,净利润-1.21亿港元,每股收益-0.24港元,毛利数据暂无,市盈率-49.79倍。","text":"考量眼光的时候到了……最近的财报数据显示,该股实现营业收入322.40万港元,净利润-1.21亿港元,每股收益-0.24港元,毛利数据暂无,市盈率-49.79倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944674488","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946912894,"gmtCreate":1595564927318,"gmtModify":1704209442293,"author":{"id":"3542397236999248","authorId":"3542397236999248","name":"暴富wendy","avatar":"https://static.tigerbbs.com/1fb9562bc355ede0eaf9e77df50d4f0e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"市场开始price in南海冲突预期了,此危之后有机吗?","listText":"市场开始price in南海冲突预期了,此危之后有机吗?","text":"市场开始price in南海冲突预期了,此危之后有机吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946912894","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943830954,"gmtCreate":1594456553978,"gmtModify":1704205768040,"author":{"id":"3542397236999248","authorId":"3542397236999248","name":"暴富wendy","avatar":"https://static.tigerbbs.com/1fb9562bc355ede0eaf9e77df50d4f0e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在整个集成电路和芯片行业,中芯国际真的排不上名次。研发能力和核心竞争力、加工能力等提升空间非常大。去年,在距离发布退市消息最近的一个交易日,中芯国际在纽交所的收盘价为5.50美元,市值仅为5.55亿美元。而在香港市场,中芯国际的总市值则达到了425.22亿港元。从纽交所退市一周年之际,中芯国际瞄准了刚刚设立的科创板。2020年5月5日,中芯国际发布公告称,正式提交申请回归A股上市。一个担忧是作为一个科技企业一直在资本市场运作、打滚甚至炒作,对科技企业绝对是一大忌讳。许多科技实力很强、本来经营不错的企业就因为钻着门子上市圈钱、一夜暴富,最终无心搞科研而走向衰落的。任正非一直不让华为上市的原因引人深思的。像这类一两年时间里纽约上市-退市-港交所上市-A股市场上市.....决策层还有心思搞科研吗?这类企业我是不敢投资。$中芯国际 hk00981$","listText":"在整个集成电路和芯片行业,中芯国际真的排不上名次。研发能力和核心竞争力、加工能力等提升空间非常大。去年,在距离发布退市消息最近的一个交易日,中芯国际在纽交所的收盘价为5.50美元,市值仅为5.55亿美元。而在香港市场,中芯国际的总市值则达到了425.22亿港元。从纽交所退市一周年之际,中芯国际瞄准了刚刚设立的科创板。2020年5月5日,中芯国际发布公告称,正式提交申请回归A股上市。一个担忧是作为一个科技企业一直在资本市场运作、打滚甚至炒作,对科技企业绝对是一大忌讳。许多科技实力很强、本来经营不错的企业就因为钻着门子上市圈钱、一夜暴富,最终无心搞科研而走向衰落的。任正非一直不让华为上市的原因引人深思的。像这类一两年时间里纽约上市-退市-港交所上市-A股市场上市.....决策层还有心思搞科研吗?这类企业我是不敢投资。$中芯国际 hk00981$","text":"在整个集成电路和芯片行业,中芯国际真的排不上名次。研发能力和核心竞争力、加工能力等提升空间非常大。去年,在距离发布退市消息最近的一个交易日,中芯国际在纽交所的收盘价为5.50美元,市值仅为5.55亿美元。而在香港市场,中芯国际的总市值则达到了425.22亿港元。从纽交所退市一周年之际,中芯国际瞄准了刚刚设立的科创板。2020年5月5日,中芯国际发布公告称,正式提交申请回归A股上市。一个担忧是作为一个科技企业一直在资本市场运作、打滚甚至炒作,对科技企业绝对是一大忌讳。许多科技实力很强、本来经营不错的企业就因为钻着门子上市圈钱、一夜暴富,最终无心搞科研而走向衰落的。任正非一直不让华为上市的原因引人深思的。像这类一两年时间里纽约上市-退市-港交所上市-A股市场上市.....决策层还有心思搞科研吗?这类企业我是不敢投资。$中芯国际 hk00981$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943830954","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}