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dearbing
找好的商业模式
IP属地：浙江
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dearbing
dearbing
·
10-17 23:54
我开仓了
$Hims & Hers Health Inc.(HIMS)$
,我开仓了$Hims & Hers Health Inc.(HIMS)$ ,超跌了买入，这家公司的C端用户很多，风险可控，容易延展其他业务，C端用户多是有优势的，英伟达很强大，但其实大客户很集中，还是这种c端用户的好，买入慢慢等待其他业务发展起来。 超跌了买入，这家公司的C端用户很多，风险可控，容易延展其他业务，C端用户多是有优势的，英伟达很强大，但其实大客户很集中，还是这种c端用户的好，买入慢慢等待其他业务发展起来。
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dearbing
dearbing
·
10-17 23:02
我开仓了
$Roblox Corporation(RBLX)$
,长期看好这家公司虽然现在比较贵，打早了一个游戏社区，难得可贵，后来者很难，腾讯也仅仅是社交网络，这家是游戏社区，青少年居多。
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610
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dearbing
dearbing
·
10-17 23:00
我平仓了
$艾马克技术公司(AMKR)$
,卖了，还是需要买很高端的制造业，如果某天中美不打这种贸易战了，这家公司很麻烦，封装并不先进，还是需要遥遥领先的行业才能买，卖了，祝大家剩下的发财。
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555
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dearbing
dearbing
·
10-15
我平仓了
$棒约翰(PZZA)$
,来的有些快，卖出了，收购预期涨的差不多了，虽然还有空间，最后的铜板不赚了，走了，感谢收益
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257
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2
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dearbing
dearbing
·
10-15
我开仓了
$Roblox Corporation(RBLX)$
,整个生态太好了，有游戏有用户有社群还可以自己开发游戏有收入ai越成熟游戏开发越简单，效果越好，长期看好发展
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869
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1
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dearbing
dearbing
·
10-15
我平仓了
$Grab Holdings(GRAB)$
,买了，去买消费类股票了，科技股先撤了，需要买些业绩稳定的消费股了，求稳了，芯片涨的太多了，怕回调影响到其他科技股
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1,093
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1
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dearbing
dearbing
·
10-14
我开仓了
$棒约翰(PZZA)$
,买入些，估值不高，CEO也更换了，希望能渐渐发展好，点赞，再加上外部资本要收，长期看好，就算不收购，希望长期发展好，披萨这个行业还是挺好的
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307
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1
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1
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dearbing
dearbing
·
10-14
我平仓了
$维立志博-B(09887)$
,卖出了，生物和半导体整体估值比较高了。卖出了，生物和半导体整体估值比较高了。卖出了，生物和半导体整体估值比较高了。卖出了，生物和半导体整体估值比较高了。卖出了，生物和半导体整体估值比较高了。
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564
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1
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1
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dearbing
dearbing
·
10-13
我开仓了
$耐克(NKE)$
,看好耐克改革，看好耐克改革，慢慢见效果了，看好耐克改革，看好耐克改革，慢慢见效果了看好耐克改革，看好耐克改革，慢慢见效果了看好耐克改革，看好耐克改革，慢慢见效果了看好耐克改革，看好耐克改革，慢慢见效果了看好耐克改革，看好耐克改革，慢慢见效果了
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1
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dearbing
dearbing
·
10-09
我开仓了
$星巴克(SBUX)$
,芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股芯片你们买吧，我买些消费股
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href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$ </a>,卖了，还是需要买很高端的制造业，如果某天中美不打这种贸易战了，这家公司很麻烦，封装并不先进，还是需要遥遥领先的行业才能买，卖了，祝大家剩下的发财。","text":"我平仓了$艾马克技术公司(AMKR)$ ,卖了，还是需要买很高端的制造业，如果某天中美不打这种贸易战了，这家公司很麻烦，封装并不先进，还是需要遥遥领先的行业才能买，卖了，祝大家剩下的发财。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490237820829840","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489293692862816,"gmtCreate":1760484110735,"gmtModify":1760489319102,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/PZZA\">$棒约翰(PZZA)$ </a>,来的有些快，卖出了，收购预期涨的差不多了，虽然还有空间，最后的铜板不赚了，走了，感谢收益","listText":"我平仓了<a href=\"https://laohu8.com/S/PZZA\">$棒约翰(PZZA)$ </a>,来的有些快，卖出了，收购预期涨的差不多了，虽然还有空间，最后的铜板不赚了，走了，感谢收益","text":"我平仓了$棒约翰(PZZA)$ ,来的有些快，卖出了，收购预期涨的差不多了，虽然还有空间，最后的铜板不赚了，走了，感谢收益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489293692862816","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489193560982056,"gmtCreate":1760459627824,"gmtModify":1760745891330,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$ 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