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- hujunhujun
  ·2022-08-25
  年化利率是关键20%
  非常抱歉，此主贴已删除
  2,576 评论
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- hujunhujun
  ·2022-08-25
  年化利率20%
  非常抱歉，此主贴已删除
  1,989 评论
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- hujunhujun
  ·2022-02-26
  什么事数据
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  3,268 评论
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- hujunhujun
  ·2022-01-14
  中证500指数的【估值陷阱】
  不能因为一个指数或股票低谷就去买入，先看看500指数的成分股，有一半是市盈率偏低的传统行业，钢铁，煤炭，建筑，等等，这些传统行业拉低了500指数的估值，剔除传统行业之后500指数的估值其实不低；我国的城镇化率已经达到了63.89%，离发达国家平均水平70%接近；基建投资也趋近饱和，投资收益变小。一些传统行业非常依赖城镇化、基建的投资。后继传统行业的增量市场越来越小，变成了一个完全是存量市场的结构。加上我国的国情，上游行业被国有控制的比例很大，习惯用指导价、长协价（长期供货协议价格）烫平周期，周期行业的周期性越来越弱；例如煤炭70%产量的定价是长协价；信用周期的波动近年也决定上游传统行业的产成品波动，投资传统行业要对信用周期加强研究。Trailing Stop跟上Trailing Stop跟上iii33557 (++++++++++)
  5,202 1
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  中证500指数的【估值陷阱】
- hujunhujun
  ·2021-05-20
  拆了吧按历史成本计提
  非常抱歉，此主贴已删除
  4,040 1
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- hujunhujun
  ·2021-04-04
  (( ◞•̀д•́)◞⚔◟(•̀д•́◟ ))👍👍👍
  非常抱歉，此主贴已删除
  1,938 评论
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- hujunhujun
  ·2020-12-05
  谁都成不了中国的，YouTube。有一个这个文章分析了原因。人家带宽成本趋近无
  非常抱歉，此主贴已删除
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- hujunhujun
  ·2020-10-14
  没有诚意来隔十米十米大长镰刀。不选14年。一八年底上市。
  非常抱歉，此主贴已删除
  4,086 1
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