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至曾宝
践行价值投资,陪跑伟大企业发展
IP属地:海外
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至曾宝
2021-09-10
$Confluent, Inc.(CFLT)$
无心插柳柳成荫,买了没想到收益不错
至曾宝
2021-09-09
$广发证券(000776)$
广发证券是这轮券商龙头,指数往上走,券商往前冲,逢低就加
至曾宝
2021-09-09
$UiPath(PATH)$
Uipath跌十个点,我继续加仓,和snowflake一样,顶级saas上市都是高估值,给二级空间有限,一段时间就开始杀估值,需要时间来消化高估值,盘整一段时间后起飞。NRR 144%,增速60%,Ps近40,虽然高但是顶级saas公司都给予高估值。依然相信并坚定持有,再跌,我会再买。
至曾宝
2021-07-15
$UiPath(PATH)$
这么好的业绩和增速,每一次大跌都是极好的买入机会,长期看好。期待未来几年翻几倍
至曾宝
2021-03-26
$百度(BIDU)$
醒来发现百度跌,昨日其他的都在赚钱,抄底唯一百度失败
至曾宝
2021-03-10
$中信建投(601066)$
中信建投是天天跌
至曾宝
2021-03-06
$快手-W(01024)$
800-1000亿美金,开始买入
至曾宝
2021-03-06
$拼多多(PDD)$
拼多多dau一度超过手淘,好牛!
至曾宝
2021-03-06
$蔚来(NIO)$
蔚来下跌,一方面宏观因素、情绪影响,一方面供应链受制影响了2021年预期增长,成长股回调,供应链完善好,期待大爆发
至曾宝
2021-02-23
经历美股瀑布恐慌,到深v反转,也是政策市场。在恐慌的时候加仓
至曾宝
2020-12-25
疫情期间,全世界股市都大涨核心原因。透支未来释放流动性,保住和支持核心优质大企业,通过大企业产业链辐射中小企业,所以你会发现股市强者恒强,好企业股票都翻好几倍,通过这样扶持,金融风险较小。如果扶持单一体系的小企业,该企业很容易挂掉变成坏账,金融机构面临政策支持和商业损失两难抉择,不会真正有意愿支持中小企业。当然还有其他举措,对于失业人群,发失业补助;对于单一小企业,直接给予低息贷款。
至曾宝
2020-12-25
$五菱汽车(00305)$
五菱汽车上车,发现价值机会。暂时与销量比,严重低估,看好起飞20倍
至曾宝
2020-11-30
$美团-W(03690)$
尾盘一直在加仓,财报一定会超过预期
至曾宝
2020-11-30
$美团-W(03690)$
看好美团几点理由1、美团是一家super 平台,通过高频打低频,覆盖外卖、跑腿、到店、差旅、电影、社区团购、电商、金融、出行,很多领域都是后发制人,直至领先。前期做了很多难的事情,形成了强大壁垒。2、创始人王兴具有顶级企业家的战略、格局、眼界、胸怀,能代领美团走向很远。3、第三代互联网特征,核心算法为底层基础,SAAS toB 赋能能力更强,技术核心算法、人工智能驱动平台发展,后劲更足。
至曾宝
2020-11-19
$欢聚集团(YY)$
被浑水做空,大跌26%
至曾宝
2020-11-14
$拼多多(PDD)$
蔚来理想后第三只翻倍股
至曾宝
2020-11-12
$拼多多(PDD)$
盘前狂拉,要赶超第一名了
至曾宝
2020-11-10
$Beyond Meat, Inc.(BYND)$
盘后大跌22.74%,业绩不及预期,加仓点错误,我以为会利好,结果利空。麦当劳启用人造肉,有可能是供应商
至曾宝
2020-11-10
$Beyond Meat, Inc.(BYND)$
麦当劳宣布自营人造肉,与麦当劳有部分合作的beyond meat股价跳水,一度停牌。但长期看好
至曾宝
2020-11-09
$Beyond Meat, Inc.(BYND)$
回调差不多,一直在加仓,期待起飞
去老虎APP查看更多动态
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