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IP属地:广东
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AXe
AXe
·
05-20
业绩比较确定性的是小鹏,但是潜力最大的是哔哩哔哩。因为小鹏已经有确定性了,预期空间小。哔哩哔哩目前需要给投资者看到盈利持续性,一旦确定,要重新估值,预期空间弹性大,所以投了哔哩哔哩。
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AXe
AXe
·
04-22
推荐《事实》这本书,也是之前比尔盖茨的年度推荐,通过这本书,可以看到自身视野的盲点,可以重塑自己的世界观。
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AXe
AXe
·
04-16
还是看好,大概1040-1080左右,主要是4月有很多大作,5月还有爱死机 [开心]
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527
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AXe
AXe
·
04-16
长期还是看好,但是短期随时有回调的风险。
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634
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AXe
AXe
·
04-16
不太可能,这样只会让其他国家的优质企业考虑美国市场的信任度,不满意随时可以踢出去的威胁。
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813
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AXe
AXe
·
04-03
我觉得老虎可以做个类似maga的帽子或者衣服哈哈哈,梭哈!
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AXe
AXe
·
2024-10-31
$微软(MSFT)$
短期看空,如果跌到380-390可以接回来。
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AXe
AXe
·
2024-10-09
后续港股应该还是会上涨的,首先还是看好券商,这轮用户佣金收入应该会上涨不少。
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AXe
AXe
·
2024-10-03
robotaxi预期透支过高了,当前政策面不太可能大规模运营。
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AXe
AXe
·
2024-10-03
$阿里巴巴(BABA)$
不希望打赢,竞争越激烈越好,这样对消费者才有利。[开心] [开心]
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