Replying t_老虎社区_美港股上老虎 - 老虎社区

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少年维特
05-01

Replying to @cc8:先持股吧，按成长逻辑，先不做短线//@cc8:5月怎么看？

@少年维特：

$KEEP(03650)$ 上次回踩基本确认了这波行情走势，浮盈继续加仓，阶段目标价位是14。 1.技术面进入右侧交易阶段，第二波主升浪，个人感觉比较安全。 2.周末有人提到核数师的问题，毕竟年报给的是标准无保留，这个顾虑我觉得可以消除，市场现在太脆弱，顶风作案不太现实。 3.纯从用户这个视角来看，8.0新产品迭代走向户外，无器械场景很客观。日前投资的tan theta属于$lululemon athletica(LULU)$ 平替，这部分业务KEEP之前算是业务占比很小，想象空间很大。

$KEEP(03650)$ 上次回踩基本确认了这波行情走势，浮盈继续加仓，阶段目标价位是14。 1.技术面进入右侧交易阶段，第二波主升浪，个人感觉比较安全。 2.周末有人提到核数师的问题，毕竟年报给的是标准无保留，这个顾虑我觉得可以消除，市场现在太脆弱，顶风作案不太现实。 3.纯从用户这个视角来看，8.0新产品迭代走向户外，无器械场景很客观。日前投资的tan theta属于$lululemon athletica(LULU)$ 平替，这部分业务KEEP之前算是业务占比很小，想象空间很大。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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