论价值投资的股票选择，和短期操作

2019-03-20

$哔哩哔哩(BILI)$ 我这几天总结了一下，我买的股票最让我安心的是俩欧股：LVMH和Kering, 今年1月初买入，买入后坚定持有，无论它涨或跌，我都坚信自己的选择也相信它们的未来发展。配合着期权买卖，赚的多赚的稳。无论股市如何动荡都吃得下睡得着。

其次是银行股，尤其是股息丰厚的银行股(7%以上)，有些银行股因为经济周期大环境原因导致股价跌了差不多50%，但基本面良好，债务少固定资产多利润每年增长，我买入后也基本扔一边不操心。跌的少无所谓跌的多再加仓，涨的多了选择卖一部分。

至于中概股，最好不要把美股价值投资这一套理论搬到中概股上面去。我亏的钱大部分都是亏在了中概股上面。如果对自己有信心，摸的透这些妖股，短期/超短期杀进杀出赚一点就跑吧。

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。

精彩评论

爱发红包的虎妞
2019-03-25
爱发红包的虎妞
您好，初次加精有礼物送，请加虎妞微信tigerbrokers
- NaNa说美股:
  加了，我是capucine
- NaNa说美股:
  有🎁[哇塞]
NaNa说美股
2019-03-20
NaNa说美股
李嘉诚当初是怎么发家的，1998年香港股市遭遇金融风暴，银行股暴跌，有些跌到-50%,-70%, 真正意义上的白菜价。大众恐慌抛售，李嘉诚是大把大把买进。然后金融风暴过去后，银行股反弹。还有房地产泡沫破灭，他也是大批收购商业地产。虽然我没有足够的钱买地产，但现在银行股暴跌，我有钱可以买入银行股。它不涨，我吃股息，它涨，我的仓位水涨船高又有姑息。最重要的是你选择好那个基本面很好的银行，然后坚持信心
NaNa说美股
2019-03-20
NaNa说美股
Kering, 也是牛逼的一个公司。作为一个后起之秀，它的掌舵人和管理层绝对是属于顶尖人才精英，能在短短2、3年追赶甚至有超过LVMH这个老大的趋势。它旗下的主要品牌Gucci, 从一个二流品牌被他们给打造成了下金蛋的母鸡，每年的营业额和利润都是破纪录新高。而且这只下金蛋的母鸡还是一只嫩母鸡，它崛起的时间不久，它的股票现在是520€，但它的市盈率才17。这代表它的股价还有很大上涨潜力
NaNa说美股
2019-03-20
NaNa说美股
LVMH, 作为奢侈品帝国老大，名下的品牌有：包包系列： Christian Dior, Givenchy, LV, Rimova, Céline, Berluti, Fendi, Marc Jacobs, Loewe, ...等等。香水美妆系列品牌：Christian Dior, Guerlain, Givenchy, Fresh, Benefit, Make up for ever, 等等
Tony特别帅
2019-03-20
Tony特别帅
厉害了，完整吃完奢侈品反弹
- NaNa说美股:
  我坚持看好这俩，只要它跌，我就加仓。当你对一个公司的基本面，管理层，掌舵人都具有巨大信心的时候，你是完全能做到坚持持有10年20年不动摇的
NaNa说美股
2019-03-20
NaNa说美股
1月初我买入的时候，那个银行股价从去年最高点的60€跌到38€, 股息3,02. 接近8%的回报率比我银行存款利息高的多。现在它已经涨回到45€，而且随着股息日期接近，会涨的越来越高。我不太敢买A股银行股，因为我对中国的银行内部那些掩藏的烂帐有疑虑，不敢作为价值投资持有。对美国的银行不熟悉，感觉监控没有欧盟的严格。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":435633,"tweetId":"435633","gmtCreate":1553076480351,"gmtModify":1710471946697,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"authorIdStr":"3511360043993023","name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"userType":2,"introduction":"专注美股分析吐槽","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9825,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"论价值投资的股票选择，和短期操作","extraTitle":"","html":"<html><head></head><body>$哔哩哔哩(BILI)$ 我这几天总结了一下，我买的股票最让我安心的是俩欧股：LVMH和Kering, 今年1月初买入，买入后坚定持有，无论它涨或跌，我都坚信自己的选择也相信它们的未来发展。配合着期权买卖，赚的多赚的稳。无论股市如何动荡都吃得下睡得着。 其次是银行股，尤其是股息丰厚的银行股(7%以上)，有些银行股因为经济周期大环境原因导致股价跌了差不多50%，但基本面良好，债务少固定资产多利润每年增长，我买入后也基本扔一边不操心。跌的少无所谓跌的多再加仓，涨的多了选择卖一部分。 至于中概股，最好不要把美股价值投资这一套理论搬到中概股上面去。我亏的钱大部分都是亏在了中概股上面。如果对自己有信心，摸的透这些妖股，短期/超短期杀进杀出赚一点就跑吧。 </body></html>","htmlText":"<html><head></head><body>$哔哩哔哩(BILI)$ 我这几天总结了一下，我买的股票最让我安心的是俩欧股：LVMH和Kering, 今年1月初买入，买入后坚定持有，无论它涨或跌，我都坚信自己的选择也相信它们的未来发展。配合着期权买卖，赚的多赚的稳。无论股市如何动荡都吃得下睡得着。 其次是银行股，尤其是股息丰厚的银行股(7%以上)，有些银行股因为经济周期大环境原因导致股价跌了差不多50%，但基本面良好，债务少固定资产多利润每年增长，我买入后也基本扔一边不操心。跌的少无所谓跌的多再加仓，涨的多了选择卖一部分。 至于中概股，最好不要把美股价值投资这一套理论搬到中概股上面去。我亏的钱大部分都是亏在了中概股上面。如果对自己有信心，摸的透这些妖股，短期/超短期杀进杀出赚一点就跑吧。 </body></html>","text":"$哔哩哔哩(BILI)$ 我这几天总结了一下，我买的股票最让我安心的是俩欧股：LVMH和Kering, 今年1月初买入，买入后坚定持有，无论它涨或跌，我都坚信自己的选择也相信它们的未来发展。配合着期权买卖，赚的多赚的稳。无论股市如何动荡都吃得下睡得着。 其次是银行股，尤其是股息丰厚的银行股(7%以上)，有些银行股因为经济周期大环境原因导致股价跌了差不多50%，但基本面良好，债务少固定资产多利润每年增长，我买入后也基本扔一边不操心。跌的少无所谓跌的多再加仓，涨的多了选择卖一部分。 至于中概股，最好不要把美股价值投资这一套理论搬到中概股上面去。我亏的钱大部分都是亏在了中概股上面。如果对自己有信心，摸的透这些妖股，短期/超短期杀进杀出赚一点就跑吧。","highlighted":2,"essential":2,"paper":2,"likeSize":8,"commentSize":21,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/435633","repostId":0,"isVote":1,"tweetType":1,"viewCount":6983,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BILI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":591,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1424164,"commentId":"1424164","gmtCreate":1553508774169,"gmtModify":1553508996188,"authorId":20722186463466,"author":{"id":20722186463466,"idStr":"20722186463466","authorId":20722186463466,"name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","vip":4,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"您好，初次加精有礼物送，请加虎妞微信tigerbrokers","text":"您好，初次加精有礼物送，请加虎妞微信tigerbrokers","html":"您好，初次加精有礼物送，请加虎妞微信tigerbrokers","likeSize":0,"commentSize":2,"subComments":[{"id":1424294,"commentId":"1424294","gmtCreate":1553511358354,"gmtModify":1553511358354,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":1424164,"supIdStr":"1424164","prevId":0,"prevIdStr":"0","content":"加了，我是capucine","text":"加了，我是capucine","html":"加了，我是capucine","disclaimerType":0},{"id":1424292,"commentId":"1424292","gmtCreate":1553511344038,"gmtModify":1553511344038,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":1424164,"supIdStr":"1424164","prevId":0,"prevIdStr":"0","content":"有🎁[哇塞]","text":"有🎁[哇塞]","html":"有🎁[哇塞]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1411852,"commentId":"1411852","gmtCreate":1553079506561,"gmtModify":1553079537581,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"李嘉诚当初是怎么发家的，1998年香港股市遭遇金融风暴，银行股暴跌，有些跌到-50%,-70%, 真正意义上的白菜价。大众恐慌抛售，李嘉诚是大把大把买进。然后金融风暴过去后，银行股反弹。还有房地产泡沫破灭，他也是大批收购商业地产。虽然我没有足够的钱买地产，但现在银行股暴跌，我有钱可以买入银行股。它不涨，我吃股息，它涨，我的仓位水涨船高又有姑息。最重要的是你选择好那个基本面很好的银行，然后坚持信心","text":"李嘉诚当初是怎么发家的，1998年香港股市遭遇金融风暴，银行股暴跌，有些跌到-50%,-70%, 真正意义上的白菜价。大众恐慌抛售，李嘉诚是大把大把买进。然后金融风暴过去后，银行股反弹。还有房地产泡沫破灭，他也是大批收购商业地产。虽然我没有足够的钱买地产，但现在银行股暴跌，我有钱可以买入银行股。它不涨，我吃股息，它涨，我的仓位水涨船高又有姑息。最重要的是你选择好那个基本面很好的银行，然后坚持信心","html":"李嘉诚当初是怎么发家的，1998年香港股市遭遇金融风暴，银行股暴跌，有些跌到-50%,-70%, 真正意义上的白菜价。大众恐慌抛售，李嘉诚是大把大把买进。然后金融风暴过去后，银行股反弹。还有房地产泡沫破灭，他也是大批收购商业地产。虽然我没有足够的钱买地产，但现在银行股暴跌，我有钱可以买入银行股。它不涨，我吃股息，它涨，我的仓位水涨船高又有姑息。最重要的是你选择好那个基本面很好的银行，然后坚持信心","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1411809,"commentId":"1411809","gmtCreate":1553078518787,"gmtModify":1553078526593,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Kering, 也是牛逼的一个公司。作为一个后起之秀，它的掌舵人和管理层绝对是属于顶尖人才精英，能在短短2、3年追赶甚至有超过LVMH这个老大的趋势。它旗下的主要品牌Gucci, 从一个二流品牌被他们给打造成了下金蛋的母鸡，每年的营业额和利润都是破纪录新高。而且这只下金蛋的母鸡还是一只嫩母鸡，它崛起的时间不久，它的股票现在是520€，但它的市盈率才17。这代表它的股价还有很大上涨潜力","text":"Kering, 也是牛逼的一个公司。作为一个后起之秀，它的掌舵人和管理层绝对是属于顶尖人才精英，能在短短2、3年追赶甚至有超过LVMH这个老大的趋势。它旗下的主要品牌Gucci, 从一个二流品牌被他们给打造成了下金蛋的母鸡，每年的营业额和利润都是破纪录新高。而且这只下金蛋的母鸡还是一只嫩母鸡，它崛起的时间不久，它的股票现在是520€，但它的市盈率才17。这代表它的股价还有很大上涨潜力","html":"Kering, 也是牛逼的一个公司。作为一个后起之秀，它的掌舵人和管理层绝对是属于顶尖人才精英，能在短短2、3年追赶甚至有超过LVMH这个老大的趋势。它旗下的主要品牌Gucci, 从一个二流品牌被他们给打造成了下金蛋的母鸡，每年的营业额和利润都是破纪录新高。而且这只下金蛋的母鸡还是一只嫩母鸡，它崛起的时间不久，它的股票现在是520€，但它的市盈率才17。这代表它的股价还有很大上涨潜力","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1411760,"commentId":"1411760","gmtCreate":1553077720636,"gmtModify":1553077729184,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"LVMH, 作为奢侈品帝国老大，名下的品牌有： 包包系列： Christian Dior, Givenchy, LV, Rimova, Céline, Berluti, Fendi, Marc Jacobs, Loewe, ...等等。香水美妆系列品牌：Christian Dior, Guerlain, Givenchy, Fresh, Benefit, Make up for ever, 等等","text":"LVMH, 作为奢侈品帝国老大，名下的品牌有： 包包系列： Christian Dior, Givenchy, LV, Rimova, Céline, Berluti, Fendi, Marc Jacobs, Loewe, ...等等。香水美妆系列品牌：Christian Dior, Guerlain, Givenchy, Fresh, Benefit, Make up for ever, 等等","html":"LVMH, 作为奢侈品帝国老大，名下的品牌有： 包包系列： Christian Dior, Givenchy, LV, Rimova, Céline, Berluti, Fendi, Marc Jacobs, Loewe, ...等等。香水美妆系列品牌：Christian Dior, Guerlain, Givenchy, Fresh, Benefit, Make up for ever, 等等","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1411728,"commentId":"1411728","gmtCreate":1553076927584,"gmtModify":1553076949126,"authorId":20727972514030,"author":{"id":20727972514030,"idStr":"20727972514030","authorId":20727972514030,"name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"厉害了，完整吃完奢侈品反弹","text":"厉害了，完整吃完奢侈品反弹","html":"厉害了，完整吃完奢侈品反弹","likeSize":0,"commentSize":1,"subComments":[{"id":1411783,"commentId":"1411783","gmtCreate":1553078221711,"gmtModify":1553078254711,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":1411728,"supIdStr":"1411728","prevId":0,"prevIdStr":"0","content":"我坚持看好这俩，只要它跌，我就加仓。当你对一个公司的基本面，管理层，掌舵人都具有巨大信心的时候，你是完全能做到坚持持有10年20年不动摇的","text":"我坚持看好这俩，只要它跌，我就加仓。当你对一个公司的基本面，管理层，掌舵人都具有巨大信心的时候，你是完全能做到坚持持有10年20年不动摇的","html":"我坚持看好这俩，只要它跌，我就加仓。当你对一个公司的基本面，管理层，掌舵人都具有巨大信心的时候，你是完全能做到坚持持有10年20年不动摇的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1411891,"commentId":"1411891","gmtCreate":1553080171754,"gmtModify":1553080180977,"authorId":3511360043993023,"author":{"id":3511360043993023,"idStr":"3511360043993023","authorId":3511360043993023,"name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","vip":2,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":435633,"objectIdStr":"435633","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1月初我买入的时候，那个银行股价从去年最高点的60€跌到38€, 股息3,02. 接近8%的回报率比我银行存款利息高的多。现在它已经涨回到45€，而且随着股息日期接近，会涨的越来越高。我不太敢买A股银行股，因为我对中国的银行内部那些掩藏的烂帐有疑虑，不敢作为价值投资持有。对美国的银行不熟悉，感觉监控没有欧盟的严格。","text":"1月初我买入的时候，那个银行股价从去年最高点的60€跌到38€, 股息3,02. 接近8%的回报率比我银行存款利息高的多。现在它已经涨回到45€，而且随着股息日期接近，会涨的越来越高。我不太敢买A股银行股，因为我对中国的银行内部那些掩藏的烂帐有疑虑，不敢作为价值投资持有。对美国的银行不熟悉，感觉监控没有欧盟的严格。","html":"1月初我买入的时候，那个银行股价从去年最高点的60€跌到38€, 股息3,02. 接近8%的回报率比我银行存款利息高的多。现在它已经涨回到45€，而且随着股息日期接近，会涨的越来越高。我不太敢买A股银行股，因为我对中国的银行内部那些掩藏的烂帐有疑虑，不敢作为价值投资持有。对美国的银行不熟悉，感觉监控没有欧盟的严格。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435633"}