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面朝大海

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- 面朝大海面朝大海
  ·2015-11-24
  逆向思维
  $奇虎360(QIHU)$ 前一段奇虎跌到41块多，私有化套利空间这么大，市场充分反映了A股市场变差，私有化失败的风险。现在国内市场反弹，美股高位企稳，于是传言奇虎提高私有化价格。估计不过是YY而已，老周又不是做慈善的，这个价格相比DANG已经算厚道了。奇虎40块的时候，经济崩盘，金融危机到底有没有现实基础，奇虎到底值不值40块。分析之后应该有逆向思维，所谓人弃我取，也不用现在YY提高私有化价格了。当然，7年一轮回的宿命派玩家另当别论。在QIHU上做过错误的操作，发帖反思以记之。
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- 面朝大海面朝大海
  ·2015-11-14
  $聚美优品(JMEI)$聚美这个跌法，跌的爹都不认识了，已经无法借股做空了。短期内还有向下空间，空头回补之时，可抄
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- 面朝大海面朝大海
  ·2015-11-04
  $(SFUN)$ 从全国各地最近几个月的房产政策来看，已经接近最宽松的时候了，再加上二胎放开给长期的需求提了下气，需求侧松了总体一口气，北京二手房签约数接近千套。搜房又是一家执行力很好的公司，看好转型成功，衣食住行最大头的消费领域，最大的互联网公司估值绝不止于此。如果认为就是搜房，可以逢低点买入
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