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投行里的币姥爷
价值投资，趋势投资缺一不可
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投行里的币姥爷
投行里的币姥爷
·
08-20
$老虎证券(TIGR)$
一天能来回做好几次过山车，这个庄玩的花
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投行里的币姥爷
投行里的币姥爷
·
08-18
$老虎证券(TIGR)$
狗庄还控，马上周期结束了，出不了货
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投行里的币姥爷
投行里的币姥爷
·
08-12
$老虎证券(TIGR)$
这个到底能不能涨，太墨迹了。你们觉得他能涨到多少
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投行里的币姥爷
投行里的币姥爷
·
2021-06-18
中国要破圈破围堵，要么开战，用巨大代价换来可能的成功，要么带领其他国家分享太空经济，比如宇宙开采价值矿物，或共同建设太空基地做研究移民。中国目前是选择了后者，人类命运共同体其实就是这个模式的战略方向。中国走这条路会给自己和世界带来巨大的价值也能绕开目前很多关键问题。人类内部的矛盾必需转移，而太空经济和移民是非常好的转移方向。以上是个人的理解
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投行里的币姥爷
投行里的币姥爷
·
2021-05-24
新氧开了自营店铺，打造医美一条龙服务。打造垂直标杆，内部已经孵化快1年了
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投行里的币姥爷
投行里的币姥爷
·
2021-05-20
消化一下，大家平均成本到2万美元才有能力继续上涨啊！牛市从没终结，这个牛看不到顶
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投行里的币姥爷
投行里的币姥爷
·
2021-03-24
上个月说到优质产能被优质客户锁死，资本会倾斜扶持半导体产能扩张。没想到第一个爆出的是英特尔！还会有下一个的 看好
$联电(UMC)$
$中芯国际(00981)$
该来的总会来的！
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投行里的币姥爷
投行里的币姥爷
·
2021-03-24
小盘股现在近进去时机太差，所有人都知道不好，大涨也是诱多。风险大于收益，认知之外的钱不要去挣
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投行里的币姥爷
投行里的币姥爷
·
2021-03-22
$泡泡玛特(09992)$
本人开始就不太看好，或者说他商业模式有很大的天花板。类似医美逻辑客单价不错、利润率高、用户有一定粘性。但IP我不认为是核心竞争力，从长远看持有IP的运营者会持续探索IP更多商业模式，也会有更多类似泡泡马特的商业形态出现。泡泡是这个场景的补充但不是唯一。说白了商业模式没有壁垒，用户就这么多而且消费场景也单一，总体说是被热炒很高的泡沫，他只是先行者但不是变革者，见好就收吧
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投行里的币姥爷
投行里的币姥爷
·
2021-03-21
$逸仙电商(YSG)$
虽然是高瓴持股的公司，但我对该股不看好的很大原因是他做的是快时尚。快美妆的节奏非常快，通过网红KOL可以迅速打开销量和认知，但不代表是可以提升品牌溢价能力。销量不等于溢价，个人觉得他的运营过分看重营销和销量，但美妆行业不是只看销量的行业，普通大众越喜欢、普通大众都去用就不是好时尚。所以我认为估值还是偏高，反而一些小众、有针对性的美妆产品可以长久不衰
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看好<a href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a><a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 该来的总会来的！","listText":"上个月说到优质产能被优质客户锁死，资本会倾斜扶持半导体产能扩张。没想到第一个爆出的是英特尔！还会有下一个的 看好<a href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a><a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 该来的总会来的！","text":"上个月说到优质产能被优质客户锁死，资本会倾斜扶持半导体产能扩张。没想到第一个爆出的是英特尔！还会有下一个的 看好$联电(UMC)$$中芯国际(00981)$ 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