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元涛

别人说的都不算数，只有自己能做主的才算数。

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- 元涛元涛
  ·2021-03-24
  $泡泡玛特(09992)$1.年轻人的好奇心 2.类成瘾性就这两点而言，监管的到来都是一定的。在国外具备这两点特性的公司会非常成功，在国内同时具备的公司需要做好监管预案。
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- 元涛元涛
  ·2021-03-23
  $RLX科技(RLX)$抢中烟的饭碗，赚国家税收的钱还想长远？就算走出来了，也做不了专卖店，只能给中烟打工。
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- 元涛元涛
  ·2020-11-03
  $法拉利(RACE)$法拉利下半年可以卖6000辆左右，这一项就可以带来18亿欧元收入。再加上sf90收入和其他收入，今年下半年营收会在20-25亿欧元。未来sf90和suv带来的收入会让法拉利在2023年做到营收翻倍，股价也会翻倍。这是我未来三年认为确定性最高的一只股票，绝大部分负面信息带来的股价波动都是建仓的机会。
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- 元涛元涛
  ·2020-04-15
  $道琼斯(.DJI)$推荐阅读伯南克《行动的勇气》，就会明白美联储这一波操作的来源和影响。
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