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- 心里的雨心里的雨
  ·2021-05-14
  最近，$美团-W(03690)$ 的股价已经出现“十连跌”，近乎腰斩，市值蒸发了1.34万亿港元。其中，知名基金管理人张坤、刘彦春、王宗合等基金，也在重仓美团，在这次回调中也是损失惨重。对于这次回调，业内人士发表了不同的看法：有人认为，此次回调的原因是多方面的：第一，美团过去涨幅较大，去年有189%，前年是132%，今年消化泡沫很正常；第二，去年以来全球对互联网企业反垄断的曾策趋紧；第三，现在港股整体流动性偏弱，在美股科技股调整的状况下，港股科技股往往会率先调整。也有人认为：美团的平台地位没有动摇，越下跌安全边际越高，所以目前看距离加仓的机会越来越近了。
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- 心里的雨心里的雨
  ·2021-05-07
  https://www.laohu8.com/m/hotDiscussion?themeId=d57ea61ac72b430e9e55f549994d225f
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- 心里的雨心里的雨
  ·2021-04-29
  不懂不选，不熟不做，这是巴菲特一条重要的投资原则，他的投资主体是由自己非常熟悉的公司股票组成的，这其中有他小时候当报童就开始送的一份报纸《华盛顿邮报》，有他常年如一日所青睐的饮料品牌可口可乐，有他刮胡子时用的吉列剃须刀……这些都让他赚得盆满钵满。启示：不懂不选，不熟不做，在投资时，一定是你越熟悉的，越能赚钱。
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