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用心良苦的呵呵
12-29 17:51
看涨，毕竟是AI元年，有AI作为支撑，应该是继续上涨的。看好2026年继续一路向上，跟着美股继续向前[财迷]
用心良苦的呵呵
12-27
英伟达ETF
用心良苦的呵呵
12-27
人工智能涨幅不定
用心良苦的呵呵
12-26
价格多少取决于市场营销及顾客的需求量来决定的
用心良苦的呵呵
12-23
继续加油
用心良苦的呵呵
12-23
这些还都是投资阶段的，应用创收阶段的不多。再等等看
用心良苦的呵呵
12-22
支持小米手机，支持国货
用心良苦的呵呵
12-20
AI和人工智能是未来的社会，发展趋势也是投资发展趋势，当前确实有点过热，不过调整后还会向上的
用心良苦的呵呵
12-20
赔了很多
用心良苦的呵呵
12-13
BAC
用心良苦的呵呵
12-06
看好英伟达
用心良苦的呵呵
12-06
希望自己能有所收获
用心良苦的呵呵
12-01
继续加油
用心良苦的呵呵
11-30
厉害
用心良苦的呵呵
11-24
特斯拉和英伟达
用心良苦的呵呵
11-24
估计跌不了多少后，就会回升
用心良苦的呵呵
11-24
英伟达
用心良苦的呵呵
11-21
控制情绪
用心良苦的呵呵
11-21
AI有好的一面也有不好的一面，很多东西都不真实了
用心良苦的呵呵
11-21
不看好，本身就是做软件开发的，又是造手机又是造汽车
去老虎APP查看更多动态
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巴菲特说，投资就像滚雪球，重要的是找到长坡厚雪的伟大公司，然后一直坚持下去。 2023年已经过去了，今天来分享下这一年滚雪球的收获。 一、拼多多 过去我一直集中持仓在拼多多上，虽然时常感到有集中的风险，但今天看所有的付出都是值得的。 我不知道说拼多多属于自己的能力圈，这是不是有点太自大了。 但是我的确享受对一支股票的内在逻辑和未来趋势，有隐隐约约的预判这种掌控感。 宏观难以预测，但具体到一家公司，具体到一款产品，在分辨好坏上，还是要容易很多的。 但即便如此，在这支股票上，还是有一些遗憾，并没有做到知行合一。 我是愿意低价捡筹码的，不过因为整体成本在50多美金，我还是习惯在跌破成本之后再补仓。 但是遗憾的是拼多多今年的股价始终没有跌破我的成本价，所以并没有机会增持。 但现在回过头看，当时60多价格实在是太香了。其实没有必要纠结成本价的。 甚至有段时间我有非常明确的念头，希望将美团置换成拼多多的。 有朋友询问美团、或者拼多多的意见，我也是明确的给出了建议买入拼多多的意见。 但是自己因为美团有亏损，再加上多多持仓比例过高，总是难以下定决心，换仓到拼多多。 如今看多多和美团的表现，一个天上，一个地下。再谈遗憾也没有什么用了。 二、苹果 年初跟单段永平，低价买入苹果，以至于很长一段时间，今年收益最高的股票，一直都是苹果。 在没有买入苹果之前，一直觉得这家公司好贵啊，看着快三万亿的市值，感觉就有点犯怵。 但是真正持有之后，才发现相比其他一些公司，苹果给的确定性和稳定感实在是太强了。 我之前对苹果的担忧，主要有两点： 一是电动车。觉得 Apple Car 怎么一点消息也没有，时常有项目已经失败的传闻流出。 后来想明白了，我觉得 Apple 就算错过电动车这个机会，也没有任何关系。虽然投入的资金打了水漂，但是几百亿美金的话，也伤不了筋骨。 二是不知道苹果会如何应对XR。","listText":"大家好，我是林氪。 巴菲特说，投资就像滚雪球，重要的是找到长坡厚雪的伟大公司，然后一直坚持下去。 2023年已经过去了，今天来分享下这一年滚雪球的收获。 一、拼多多 过去我一直集中持仓在拼多多上，虽然时常感到有集中的风险，但今天看所有的付出都是值得的。 我不知道说拼多多属于自己的能力圈，这是不是有点太自大了。 但是我的确享受对一支股票的内在逻辑和未来趋势，有隐隐约约的预判这种掌控感。 宏观难以预测，但具体到一家公司，具体到一款产品，在分辨好坏上，还是要容易很多的。 但即便如此，在这支股票上，还是有一些遗憾，并没有做到知行合一。 我是愿意低价捡筹码的，不过因为整体成本在50多美金，我还是习惯在跌破成本之后再补仓。 但是遗憾的是拼多多今年的股价始终没有跌破我的成本价，所以并没有机会增持。 但现在回过头看，当时60多价格实在是太香了。其实没有必要纠结成本价的。 甚至有段时间我有非常明确的念头，希望将美团置换成拼多多的。 有朋友询问美团、或者拼多多的意见，我也是明确的给出了建议买入拼多多的意见。 但是自己因为美团有亏损，再加上多多持仓比例过高，总是难以下定决心，换仓到拼多多。 如今看多多和美团的表现，一个天上，一个地下。再谈遗憾也没有什么用了。 二、苹果 年初跟单段永平，低价买入苹果，以至于很长一段时间，今年收益最高的股票，一直都是苹果。 在没有买入苹果之前，一直觉得这家公司好贵啊，看着快三万亿的市值，感觉就有点犯怵。 但是真正持有之后，才发现相比其他一些公司，苹果给的确定性和稳定感实在是太强了。 我之前对苹果的担忧，主要有两点： 一是电动车。觉得 Apple Car 怎么一点消息也没有，时常有项目已经失败的传闻流出。 后来想明白了，我觉得 Apple 就算错过电动车这个机会，也没有任何关系。虽然投入的资金打了水漂，但是几百亿美金的话，也伤不了筋骨。 二是不知道苹果会如何应对XR。","text":"大家好，我是林氪。 巴菲特说，投资就像滚雪球，重要的是找到长坡厚雪的伟大公司，然后一直坚持下去。 2023年已经过去了，今天来分享下这一年滚雪球的收获。 一、拼多多 过去我一直集中持仓在拼多多上，虽然时常感到有集中的风险，但今天看所有的付出都是值得的。 我不知道说拼多多属于自己的能力圈，这是不是有点太自大了。 但是我的确享受对一支股票的内在逻辑和未来趋势，有隐隐约约的预判这种掌控感。 宏观难以预测，但具体到一家公司，具体到一款产品，在分辨好坏上，还是要容易很多的。 但即便如此，在这支股票上，还是有一些遗憾，并没有做到知行合一。 我是愿意低价捡筹码的，不过因为整体成本在50多美金，我还是习惯在跌破成本之后再补仓。 但是遗憾的是拼多多今年的股价始终没有跌破我的成本价，所以并没有机会增持。 但现在回过头看，当时60多价格实在是太香了。其实没有必要纠结成本价的。 甚至有段时间我有非常明确的念头，希望将美团置换成拼多多的。 有朋友询问美团、或者拼多多的意见，我也是明确的给出了建议买入拼多多的意见。 但是自己因为美团有亏损，再加上多多持仓比例过高，总是难以下定决心，换仓到拼多多。 如今看多多和美团的表现，一个天上，一个地下。再谈遗憾也没有什么用了。 二、苹果 年初跟单段永平，低价买入苹果，以至于很长一段时间，今年收益最高的股票，一直都是苹果。 在没有买入苹果之前，一直觉得这家公司好贵啊，看着快三万亿的市值，感觉就有点犯怵。 但是真正持有之后，才发现相比其他一些公司，苹果给的确定性和稳定感实在是太强了。 我之前对苹果的担忧，主要有两点： 一是电动车。觉得 Apple Car 怎么一点消息也没有，时常有项目已经失败的传闻流出。 后来想明白了，我觉得 Apple 就算错过电动车这个机会，也没有任何关系。虽然投入的资金打了水漂，但是几百亿美金的话，也伤不了筋骨。 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