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value_yh
IP属地：中国澳门
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value_yh
value_yh
·
2021-02-04
$游戏驿站(GME)$
割。
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value_yh
value_yh
·
2020-07-27
$搜狐(SOHU)$
腾讯要私有化
$搜狗(SOGO)$
，那搜狐光现金就能拿到12亿美元，然而今天涨完之后，市值才6亿美元…
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value_yh
value_yh
·
2020-07-03
2020年上半年复盘：市场是流动性推升
先放上收益率曲线，开头一张图，剩下全靠回忆... 上半年收益率 大概买过三十四个公司，主要赚钱的也是几个，当然没有亏大钱的股票。
$心动公司(02400)$
是翻倍收益，这个发行价格明显低了，而且玩游戏的都知道taptap社区，相当于从10倍出头拿到20多倍，这个收益是比较确定的。另外一个赚了80%多的是
$友谊时光(06820)$
，这个也是估值太低了，女性向游戏明显有特色，而且成长性不错，这个波动虽然大一些，但是相当于从6倍拿到10倍，这个收益也是非常确定的。这2个游戏公司后面做过波段，现在仍然有持仓，不过不是主要仓位。 另外一个赚了翻倍以上收益的是
$康希诺生物-B(06185)$
，这个是从陈薇院士开始做疫苗入组的公开信息买的，当时明显全球疫苗处于领先状态，而且后续持续的有进展推进，临床一期、临床二期、在加拿大申请做三期，申请科创板上市，利好消息不断，所以能拿得住；后来一期数据出来之后，数据一般，卖了；后面因为疫情反复，加上开始做新冠的单抗，也做过波段。 其他赚的超过50%收益的港股有
$爱帝宫(00286)$
、
$中芯国际(00981)$
、
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2020年上半年复盘：市场是流动性推升
value_yh
value_yh
·
2020-07-01
千万级的广告，在腾讯系平台连个水花都不会有
非常抱歉，此主贴已删除
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value_yh
value_yh
·
2020-06-05
泡沫牛市的正确做法，市场已经被美联储带到泡沫牛市了，这种时候是长期价值投资选手最难受的，明明经济很差，但是无限流动性推升市场价格。巴菲特在底部空出了大部分仓位，霍华徳说现在是喷水上的球，水一停就跌下来，所谓的只选股不择时，大佬也败在择时了，也许放长看他们没错，但是会煎熬一段时间。小散户这种时候就笑纳联储大礼吧，尽量选底部的稀缺公司，比如
$波音(BA)$
，远离天上的热门股，比如
$Shopify Inc(SHOP)$
和
$Zoom(ZM)$
也可以选中概龙头
$阿里巴巴(BABA)$
$京东(JD)$
这种，毕竟中国内需好，赚钱的公司不用担心。
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value_yh
value_yh
·
2020-04-07
$嘉楠科技(CAN)$
为什么嘉楠的空单无法成交？
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value_yh
value_yh
·
2020-03-26
2020.03.26 复盘笔记 by value_yh
2020-03-26 成本 现价 浮动收益 波音(BA) 115.27 168.00 +45.75% 半个世纪证明了自己是全球最优秀的公司，执着于回购把自己差点整破产。除了客气还有全美最优秀的战机，所以美国政府不能让他破产，稀缺资产，跌幅最大，抄底首选。
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2020.03.26 复盘笔记 by value_yh
value_yh
value_yh
·
2020-03-24
$Acm Research Inc.(ACMR)$
划重点，2020年中上科创板[开心]
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value_yh
value_yh
·
2020-03-24
$聚美优品(JMEI)$
我选择了接受收购要约还能卖么？如果可以的话，是不在4月1号之前一定会收敛到20美金？
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value_yh
value_yh
·
2020-03-24
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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target=\"_blank\" href=\"https://laohu8.com/S/06820\">$友谊时光(06820)$</a> ，这个也是估值太低了，女性向游戏明显有特色，而且成长性不错，这个波动虽然大一些，但是相当于从6倍拿到10倍，这个收益也是非常确定的。这2个游戏公司后面做过波段，现在仍然有持仓，不过不是主要仓位。 另外一个赚了翻倍以上收益的是<a target=\"_blank\" href=\"https://laohu8.com/S/06185\">$康希诺生物-B(06185)$</a> ，这个是从陈薇院士开始做疫苗入组的公开信息买的，当时明显全球疫苗处于领先状态，而且后续持续的有进展推进，临床一期、临床二期、在加拿大申请做三期，申请科创板上市，利好消息不断，所以能拿得住；后来一期数据出来之后，数据一般，卖了；后面因为疫情反复，加上开始做新冠的单抗，也做过波段。 其他赚的超过50%收益的港股有<a target=\"_blank\" href=\"https://laohu8.com/S/00286\">$爱帝宫(00286)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 、","text":"先放上收益率曲线，开头一张图，剩下全靠回忆... 上半年收益率 大概买过三十四个公司，主要赚钱的也是几个，当然没有亏大钱的股票。$心动公司(02400)$ 是翻倍收益，这个发行价格明显低了，而且玩游戏的都知道taptap社区，相当于从10倍出头拿到20多倍，这个收益是比较确定的。另外一个赚了80%多的是$友谊时光(06820)$ ，这个也是估值太低了，女性向游戏明显有特色，而且成长性不错，这个波动虽然大一些，但是相当于从6倍拿到10倍，这个收益也是非常确定的。这2个游戏公司后面做过波段，现在仍然有持仓，不过不是主要仓位。 另外一个赚了翻倍以上收益的是$康希诺生物-B(06185)$ ，这个是从陈薇院士开始做疫苗入组的公开信息买的，当时明显全球疫苗处于领先状态，而且后续持续的有进展推进，临床一期、临床二期、在加拿大申请做三期，申请科创板上市，利好消息不断，所以能拿得住；后来一期数据出来之后，数据一般，卖了；后面因为疫情反复，加上开始做新冠的单抗，也做过波段。 其他赚的超过50%收益的港股有$爱帝宫(00286)$ 、$中芯国际(00981)$ 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