Celestrine

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    • CelestrineCelestrine
      ·2021-09-04
      同意

      虎友说|从台股转向恐慌指数,他是如何逐渐跑赢标普500的?

      @小虎访谈
      @阿文顽股 是一位网络媒体的广告业务主管,工作之余炒股。2017年至今,他专注于美港股的中长期投资,搭配恐慌指数(VIX)进行波段交易。 他喜欢阅读资讯,上下班路上30分钟也要利用起来。而下班后,他通常先睡上一觉,等待晚上美股开盘。“现在我持仓中多数是长期投资的美港股标的,很少盯盘,除非恐慌指数出现交易机会。” 大多数时候,晚上9点半美股开盘以后,阿文会一边看盘,一边打游戏。游戏里也有投资机会。他最近迷上玩电子艺界(EA)DICE研发团队的巨制《战地风云5》,顺便买了点EA的看涨期权,“看好新作《战地风云2042》上市后带来的业绩,以及与XBOX合作带来的想象空间。” 阿文看盘的工作台 投资这场金钱游戏里,宅男阿文的ID是@阿文顽股。“顽”是他对自己的一种寄望,心态放松,面对行情波动能冷静下来,并坚定自己的看法。“该止损就止损,该加码就加码。” 另外,在老虎社区,阿文最近还不断强调,“打败标普和银行定存利率就是我的目标,先求稳,靠复利累积财富。”截止目前,他也确实做到了,今年平均收益率23.1%,“小小赢过标普”三个点。 转向美港股,恐慌指数是灯塔 “台股是一个散户集中的市场,容易暴涨暴跌,产品也不够健全。而且以代工的科技股为主轴,不直接面向消费者,不是我擅长的领域。”阿文因此在中国台湾股市赔多胜少。2017年3月,他将主力资金转向美港股市场。 两个月后,他初试身手就是一笔做空,买的是新兴市场3倍做空(EDZ)。进入一个机制更健全、品种更丰富的市场,阿文希望多尝试,建立自己专属的投资组合,“像周伯通左右互搏
      虎友说|从台股转向恐慌指数,他是如何逐渐跑赢标普500的?
      372评论
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    • CelestrineCelestrine
      ·2021-08-09
      Thanks

      消费股的破灭,从一盘榨菜开始

        狂跌50%市值,市占四成榨菜龙头为何不受资本市场青睐了。  2021年,投资涪陵榨菜的投资者,日子不太好过。  本年以来,大消费股失去了昔日的光环。昔日“价值投资之锚”“消费升级主流”的投资信仰也开始崩塌。  而本文的主角榨菜茅,从去年最高56元,超400亿市值,跌到当下不到30元,跌幅达50%。在这从天上到地下的境遇背后,是市场对涪陵榨菜未来悲观的成长预期,以及一份让人并不满意的二季度业绩答卷。
      消费股的破灭,从一盘榨菜开始
      280评论
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    • CelestrineCelestrine
      ·2021-08-06
      Nice, thanks for sharing.

      The S&P 500 looks strong — but these ‘internals’ are far less positive

      The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered
      The S&P 500 looks strong — but these ‘internals’ are far less positive
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    • CelestrineCelestrine
      ·2021-08-06
      Thanks for sharing

      Why automakers like Biden more than Obama

      When President Obama ratcheted up fuel economy standards in 2012, some carmakers quietly dug in thei
      Why automakers like Biden more than Obama
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    • CelestrineCelestrine
      ·2021-08-06
      Pls like, thanks
      非常抱歉,此主贴已删除
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    • CelestrineCelestrine
      ·2021-08-05
      Please like thanks

      Wall Street closes mixed, S&P 500 ends off record high

      GM slides despite posting quarterly profit Private payrolls growth slows as labor shortages linger
      Wall Street closes mixed, S&P 500 ends off record high
      203评论
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    • CelestrineCelestrine
      ·2021-08-04
      Thanks for sharing, like please
      非常抱歉,此主贴已删除
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    • CelestrineCelestrine
      ·2021-08-03
      Thanks for sharing

      Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.

      Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d
      Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.
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    • CelestrineCelestrine
      ·2021-08-03
      Nice thanks for sharing

      Google sets all-time records as search and YouTube profits soar

      Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world
      Google sets all-time records as search and YouTube profits soar
      549评论
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    • CelestrineCelestrine
      ·2021-08-03
      Thanks for sharing

      Tesla Stock Is Rallying Again. Thank China.

      Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The
      Tesla Stock Is Rallying Again. Thank China.
      540评论
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