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2024-08-01

$Coinbase Global, Inc.(COIN)$ 果断选Coinbase，Coinbase 在比特币还没被SEC批准时就超出盈利预期了。现在又多交易了多少次，买卖之间赚了多少佣金。。。。

2024-07-26

$东方甄选(01797)$ 按照逻辑与辉同行哪怕一毛钱的利润都不给东方甄选创造，但只要不亏损的太离谱东方甄选都不可能轻易把他放走。毕竟与辉同行带来的gmv和形象价值是东方甄选股价的重要支撑，而股价又是东方甄选低成本激励员工的核心手段，所以俞老师刚开始的设想就是与辉同行与东方甄选两条腿走路。但是与辉同行发展的太好，东方甄选的路被与辉同行堵死了，所以才会在压力下主动放弃与辉同行，同时出高额代价让董宇辉走人。董宇辉按照现在的公开数据一年下来起码拿到4－5个亿的经济回报，还有俞老师这棵大树保证安全，不会主动要求走人。当初请回来，现在又得主动给人家送出去，所以才有给找新办公区，主动帮忙装修。。。资本市场永远没有真相。。

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