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用心良苦的呵呵
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用心良苦的呵呵
09-28
不好拿捏的住
用心良苦的呵呵
09-28
不可能的
用心良苦的呵呵
09-27
偶尔也会下跌
用心良苦的呵呵
09-27
创新药市场还是待被容纳
用心良苦的呵呵
09-25
还是看看市场有多少份额够大家争抢
用心良苦的呵呵
09-25
继续跟进大盘,为了兜里赚点
用心良苦的呵呵
09-24
200多一点
用心良苦的呵呵
09-23
恭贺小米手机上市,希望小米17带来更好的
用心良苦的呵呵
09-20
第一周
用心良苦的呵呵
09-20
标普500
用心良苦的呵呵
09-20
$苹果(AAPL)$
换机潮开始
用心良苦的呵呵
09-20
$英特尔(INTC)$
大涨
用心良苦的呵呵
09-20
大涨
用心良苦的呵呵
09-19
割韭菜开始了
用心良苦的呵呵
09-19
降息20-35美元
用心良苦的呵呵
09-19
65-80
用心良苦的呵呵
09-19
百度集团
用心良苦的呵呵
09-19
想买
用心良苦的呵呵
09-17
看好阿里
用心良苦的呵呵
09-11
阿里在26周年周年庆这天,正式推出了 “高德扫街榜” 全新业务
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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。 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