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长溪
大涨不是终点,大跌也并非致命,重要的是继续持有的勇气。
IP属地:浙江
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长溪
长溪
·
2021-11-23
对拼多多11月26日发布的财报的担忧
作为持有拼多多股票并亏损将尽50%的股民,对多多即将发布的最新一季度财有几点担忧:1. 单季度是否仍然盈利。上个季度拼多多实现了单季度盈利,股价在财报发布后上涨近20%,虽然长远看,这个并不是非常重要。这个季度,可能营销费用支出比上一季度多很多,要是亏损的话希望别亏损太多。2. 用户增长规模。上一季度的用户增长不及预期,这季度有很大可能会更差,不过应该仍然是用户规模最大的电商平台。3. 多多买菜业务。这个是拼多多非常重视的业务,多多买菜的用户量、用户的每日消费金额、多多买菜整个季度的营收,都是我比较关心的点。要是这个业务营收大增,多多未来的路会好走很多。总体来说,还是担忧比较多,整体经济不景气,老百姓又都被房贷压着比如我,消费的欲望低了很多。
$拼多多(PDD)$
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对拼多多11月26日发布的财报的担忧
长溪
长溪
·
2021-11-21
$苹果(AAPL)$
快30w了[开心]
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长溪
长溪
·
2020-12-24
2020年投资大复盘
马上年底,回顾2020,3、4月份熔断的恐慌还历历在目,5月之后的涨幅到现在还处在有点懵的状态。想起熔断的那些时间,每天洗完澡躺在床上,都不敢看盘,半夜也会醒来,一看果然大跌。庆幸的是,没有做多余的操作,之后又涨了回来。自己的持仓,主要是苹果和拼多多,都是在18年底、19年初逐渐买入。优秀的公司,买入放着就行,这是我比较认同的一种炒股方式,买股票就是买公司。2020有什么神操作,好像没有,因为基本都是以前买入。要说有,就是坚定的拿着自己喜欢的股票吧。2020有什么后悔的操作?大概是在熔断的时候卖了申洲国际,当时是70多吧,现在都翻倍了。2021年啊,还会继续拿着苹果和拼多多,还有港股的腾讯,长期看应该还是不错。祝大家都涨涨涨。
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2020年投资大复盘
长溪
长溪
·
2020-12-07
今年的收益尚可,操作比较少,收益基本来自苹果和拼多多。明年的话,依然看好苹果,优秀的产品,优秀的管理层。
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长溪
长溪
·
2019-12-19
2019.12.19 复盘笔记 by 长溪
2019-12-19 成本 现价 浮动收益 苹果(AAPL) 199.68 280.00 +40.23% 还能这样分享了么..
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2019.12.19 复盘笔记 by 长溪
长溪
长溪
·
2019-03-15
$维他奶国际(00345)$ 是个长线好股,但现在估值有点偏高了
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长溪
长溪
·
2019-03-14
$盈富基金(02800)$ 最近开始一点点买入,因为发现恒生指数的成份股都很不错。有业绩稳定但是发现缓慢的,有成长性高的,也有高分红的,买入这个基金等于等比例买入了成份股,比如大约10%的$腾讯控股(00700)$ ,大约10%的$汇丰控股(00005)$ ,还有友邦等成份股,个人觉得稳健首选。
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长溪
长溪
·
2019-03-14
#晒单有奖# $申洲国际(02313)$ 宁波的厂就在我家附近,当地口碑很好的一家企业。
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长溪
长溪
·
2019-01-30
$苹果(AAPL)$ 苹果的服务,会成为下一个业绩爆发点。比如苹果音乐,一旦订阅了就会长时间订阅,iCloud也是,这都是长期的稳定收入。
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长溪
长溪
·
2019-01-19
$申洲国际(02313)$ 申洲自营品牌Maxwin,今年的观察是,获得越来越多人的认可,线下店付款有时要排队。内衣性价比高,外套不敢恭维有点丑。
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