观象咨询
10-07
$Palo Alto Networks(PANW)$
时隔巨久，重新开仓了这只佩洛西奶奶的持仓股，目标价预估看到 221 附近，同时 sell 20251024 230 的 call
晒晒更赚钱
晒晒你的盈亏单，秀秀虎友们的实力！
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秘密你
10-12
秘密你
看好大平台策略和全面转向软件，虽然硬件毛利率拖后腿，但是没有以前这些硬件客户打底，软件也不会这么快用起来。慢慢来吧，比不上crwd，但是稳中求进也挺好
上山抓牛股
10-12
上山抓牛股
panw这两年一直在做网络安全平台，股价完全输给了crwd，随着整合效益出现，感觉目前的价格是买进的良好机会
水到渠成180
10-12
水到渠成180
好公司好行业，好并购。就是贵了点。。。。。捏着鼻子买点
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