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至曾宝

践行价值投资，陪跑伟大企业发展

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- 至曾宝至曾宝
  ·2021-09-10
  $Confluent, Inc.(CFLT)$无心插柳柳成荫，买了没想到收益不错
  3,369 1
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- 至曾宝至曾宝
  ·2021-09-09
  $广发证券(000776)$广发证券是这轮券商龙头，指数往上走，券商往前冲，逢低就加
  2,370 评论
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- 至曾宝至曾宝
  ·2021-09-09
  $UiPath(PATH)$Uipath跌十个点，我继续加仓，和snowflake一样，顶级saas上市都是高估值，给二级空间有限，一段时间就开始杀估值，需要时间来消化高估值，盘整一段时间后起飞。NRR 144%，增速60%，Ps近40，虽然高但是顶级saas公司都给予高估值。依然相信并坚定持有，再跌，我会再买。
  3,885 2
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- 至曾宝至曾宝
  ·2021-07-15
  $UiPath(PATH)$这么好的业绩和增速，每一次大跌都是极好的买入机会，长期看好。期待未来几年翻几倍
  3,638 评论
  6
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- 至曾宝至曾宝
  ·2021-03-26
  $百度(BIDU)$醒来发现百度跌，昨日其他的都在赚钱，抄底唯一百度失败
  3,114 评论
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- 至曾宝至曾宝
  ·2021-03-10
  $中信建投(601066)$中信建投是天天跌
  3,296 1
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- 至曾宝至曾宝
  ·2021-03-06
  $快手-W(01024)$800-1000亿美金，开始买入
  4,230 2
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- 至曾宝至曾宝
  ·2021-03-06
  $拼多多(PDD)$拼多多dau一度超过手淘，好牛！
  3,665 评论
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- 至曾宝至曾宝
  ·2021-03-06
  $蔚来(NIO)$蔚来下跌，一方面宏观因素、情绪影响，一方面供应链受制影响了2021年预期增长，成长股回调，供应链完善好，期待大爆发
  2,787 评论
  5
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- 至曾宝至曾宝
  ·2021-02-23
  经历美股瀑布恐慌，到深v反转，也是政策市场。在恐慌的时候加仓
  3,241 评论
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