对一个公司分析的老手_老虎社区_美港股上老虎

漫步橡树林
2020-04-24

对一个公司分析的老手来讲，定性不难，定方向也不难，最难的是定节奏。定性是回答这个生意真不真、好不好和经营趋势的问题，定方向是回答赔率如何、距离极值有多远的问题，这两个问题都有比较明确的变量供计算。但节奏（既包括公司经营节奏也包括市场展现的节奏）里有太多的不可测因素，是价值和博弈甚至是随机性的综合。经营节奏难精准，但只要不非合理性的脱离发展趋势即可；市场节奏难预测，可用同样方向演化的一批组合对冲。$纳斯达克(.IXIC)$ $道琼斯(.DJI)$

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饿虎
·2020-04-24
节奏感，是不是也要个体化。
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颜家佃
·2020-04-24
策略人非常关键，成与败。
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一夜秋风叶无痕
·2020-04-24
时间，空间和钱
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星爷9527
·2020-04-24
好
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Nirvana__
·2020-04-24
了
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前程似锦1
·2020-04-24
[微笑]
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杨赛金
·2020-04-24
也靠运气
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金秀丽
·2020-04-24
阅读
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Tony特别帅
·2020-04-24
同意
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