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Eric003
2021-01-29
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@股海彦祖:业绩暴涨,股价打折
Eric003
2021-01-21
分析的很有道理。
抱歉,原内容已删除
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jinsang,作者叫jinsang,他的 night breeze、feelings也很好听。summer's day是由千与千寻的配乐《那个夏天》采样改编的。我长期持仓的APPLE$苹果(AAPL)$ 和按摩店AMD,这周分别发布了亮眼的财报,然而股价却跌了,提前price in也好,市场预期其实更高也好,但我觉得真实原因是市场流动性从传统的“抱团股”涌入了WSB的主战场,WSB巨大的号召力,产生了极强的虹吸效应,就像一个漏斗,接住了所有流动性,流入极个别股票。最近美股市场很像前一段的A股,抱团股纷纷下跌,市场对高估值的白马蓝筹产生了分歧,一部分人选择落袋离场,另一部分长期持有的,已经经历太多次这种回调,内心没什么波动,耐心等待下一波行情。曾几何时,抱团股也曾是垃圾股,比如AMD。在苏妈来之前,AMD的路越走越窄,Intel毫无压力,安心挤牙膏。再比如当年赶走了乔布斯的苹果,很长一段时间都是毛票,操作系统上被微软打的找不到北,也没有划时代的产品,业绩连续下滑。我说不清GME会不会是下一个变凤凰的丑小鸭,但确定目前的行情,完全由情绪主导,表面上看是散户大战空头,然而背后更多是机构的博弈。比如次贷危机时大赚特赚的大空头Michael burry,他的基金在本次GME大涨中就赚的盆满钵满。继昨晚券商拔网线事件后,今天券商又纷纷恢复了GME\\AMC\\KOSS等股票的交易,所以盘前不出意外再次大涨。我自知没有能力赚这个钱,所以安心看戏,耐心持有自己看好的股票。1月份目前盈利20多个点,这是在我认知内的钱,即使有大幅","images":[{"img":"https://static.tigerbbs.com/1f254d7987bab4b54d2944f5b5a48816"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316336565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}