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卢云

职业操盘手，期权，美股

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- 卢云卢云
  ·2021-06-21
  $奥驰亚(MO)$跟老虎量化买
  2,487 评论
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- 卢云卢云
  ·2020-09-19
  $帕沃英蒂格盛(POWI)$氮化镓王者，安克供应商，梭哈！
  3,608 2
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- 卢云卢云
  ·2019-12-16
  $哔哩哔哩(BILI)$冯提莫入驻B站，天价LOL转播权，B站下血本启动商业化了，好戏连台。
  3,901 评论
  1
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- 卢云卢云
  ·2019-12-14
  $虎牙(HUYA)$清仓，亏了500美金。分析一下，视频直播行业门槛低，属于强运营行业，新入场的快手直播很快就拉动一大波用户，可见这个股不是最优股，也没有稀缺性，不适合作为长期投资的标的。反观B站，壁垒极高，用户活跃，年轻，近期亦有主流媒体跟进，有成为国内版YouTube的趋势，具有稀缺性。综上所述，全部换仓到哔哩哔哩，长线投资，安心睡觉。
  3,245 评论
  1
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- 卢云卢云
  ·2019-12-14
  $虎牙(HUYA)$不管是斗鱼，虎牙，熊猫，还是其它某某直播公司，对直播公司给高估值的时代已经过去了。
  2,836 评论
  3
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- 卢云卢云
  ·2019-12-13
  $虎牙(HUYA)$[流泪]诱多啊，哇靠
  2,287 评论
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- 卢云卢云
  ·2019-11-15
  $中国飞鹤(06186)$目标价15。
  3,108 评论
  1
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- 卢云卢云
  ·2019-11-13
  $中国飞鹤(06186)$[流泪]
  1,435 评论
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- 卢云卢云
  ·2019-11-04
  $中手游(00302)$过了4.2，买回来。
  2,992 2
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- 卢云卢云
  ·2019-11-04
  $中手游(00302)$4.17清仓，低价再进货
  3,407 6
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