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一见青橙
五道口技校计算机硕士，CFA、FRM、CMA、PMP持证人，量化投资业余玩家。
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一见青橙
一见青橙
·
09-18
$恒生指数(HSI)$
短期超买，利好已出尽，差不多该回调了
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444
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1
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一见青橙
一见青橙
·
09-04
$恒生指数(HSI)$
M型顶
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614
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一见青橙
一见青橙
·
07-14
$国美零售(00493)$
帮兄弟代持的股票，也是港股投资的起点，我自己也参与了点，终于画上了句号。 时刻提醒自己投资有风险，切忌听所谓的小道消息，要相信自己的专业判断。
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2
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一见青橙
一见青橙
·
05-26
$美团-W(03690)$
这财报真不错，坐等明天大涨
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1,391
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1
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一见青橙
一见青橙
·
04-11
$3倍做多20年期以上国债ETF-Direxion(TMF)$
修正3月看多港股和美债的看法。美元秩序和美国的贸易逆差其实是一体两面，如果川普的目标就是为了让制造业回流不顾一切的话，那美元背后的信用就会越来越脆弱，美元将迎来抛售潮。这时候应该远离而不是加仓。
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一见青橙
一见青橙
·
03-22
$恒生指数(HSI)$
这两天港股回调，简单总结几句，与君共勉。 1、坚持基本面导向，深研产业趋势、政经逻辑作为头寸构建的支撑，要拿得住仓位。 2、降低博弈性，提高容错率，买套也要套在强辨识度的前排，减少博弈杂毛后排。 3、珍惜分歧，警惕一致。没有分歧就没有挣大钱的机会；越是看法趋同越是要打起十二分精神。
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一见青橙
一见青橙
·
03-20
$拼多多(PDD)$
没看懂怎么跌这么多。营收低于预期，但其它分项都不错啊；费用控制依然出色，已经占有了客户的低价心智。这pe别说比国外同行，都和京东差不多了，拜托商业模式不一样啊。简直不可理喻。 算了，如果真跌下来就接盘，维持年内见150以上的判断。
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一见青橙
一见青橙
·
03-18
$恒生指数(HSI)$
恒指站稳24000点，涨到头了吗？ 我的判断是并没有。川普就职到现在，只能算是一个预热阶段，关税战的伤害还没有显现，全球跨境资本已经用脚投票了，好戏还在后面。 资本流动是一方面，科技估值是另一方面。AI本质上是下一代基础设施，基础设施的投入在前期而回报在后期，ds们已经证明了在各个生态领域与应用结合的前景，为后面的经济扩张提供了足够的想象空间，质变时刻还未到来，等到技术进步的价值已经体现在财报上再投资就已经晚了。
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一见青橙
一见青橙
·
03-18
差的还远。 腾讯7倍ps，meta9倍ps，只能说差距缩小了。腾讯的变现能力并不比meta差，两者估值倍数差不多才是合理的。
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帮兄弟代持的股票，也是港股投资的起点，我自己也参与了点，终于画上了句号。 时刻提醒自己投资有风险，切忌听所谓的小道消息，要相信自己的专业判断。","text":"$国美零售(00493)$ 帮兄弟代持的股票，也是港股投资的起点，我自己也参与了点，终于画上了句号。 时刻提醒自己投资有风险，切忌听所谓的小道消息，要相信自己的专业判断。","images":[{"img":"https://static.tigerbbs.com/b8ca6f632253a0ba5b2e4961d8c43b91","width":"1028","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/456459183108472","isVote":1,"tweetType":1,"viewCount":8482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/bca18127aea7146dcdf53d2a249fc2f8","crmLevel":7,"crmLevelSwitch":0,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"content":"相信自己，买好的公司应该都还是不错","text":"相信自己，买好的公司应该都还是不错","html":"相信自己，买好的公司应该都还是不错"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439289348334224,"gmtCreate":1748267023998,"gmtModify":1748267025222,"author":{"id":"3568446664839210","authorId":"3568446664839210","name":"一见青橙","avatar":"https://static.tigerbbs.com/2543a370aaa58c7306d60210ae80cf1a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568446664839210","authorIdStr":"3568446664839210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v>这财报真不错，坐等明天大涨","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v>这财报真不错，坐等明天大涨","text":"$美团-W(03690)$ 这财报真不错，坐等明天大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/439289348334224","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568446664839210","authorId":"3568446664839210","name":"一见青橙","avatar":"https://static.tigerbbs.com/2543a370aaa58c7306d60210ae80cf1a","crmLevel":7,"crmLevelSwitch":1,"idStr":"3568446664839210","authorIdStr":"3568446664839210"},"content":"开盘挂低了没抢到 [捂脸]","text":"开盘挂低了没抢到 [捂脸]","html":"开盘挂低了没抢到 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423112481730736,"gmtCreate":1744326417000,"gmtModify":1744707043751,"author":{"id":"3568446664839210","authorId":"3568446664839210","name":"一见青橙","avatar":"https://static.tigerbbs.com/2543a370aaa58c7306d60210ae80cf1a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568446664839210","authorIdStr":"3568446664839210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a><v-v data-views=\"0\"></v-v> 修正3月看多港股和美债的看法。美元秩序和美国的贸易逆差其实是一体两面，如果川普的目标就是为了让制造业回流不顾一切的话，那美元背后的信用就会越来越脆弱，美元将迎来抛售潮。这时候应该远离而不是加仓。","listText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a><v-v data-views=\"0\"></v-v> 修正3月看多港股和美债的看法。美元秩序和美国的贸易逆差其实是一体两面，如果川普的目标就是为了让制造业回流不顾一切的话，那美元背后的信用就会越来越脆弱，美元将迎来抛售潮。这时候应该远离而不是加仓。","text":"$3倍做多20年期以上国债ETF-Direxion(TMF)$ 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href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a><v-v data-views=\"1\"></v-v> 这两天港股回调，简单总结几句，与君共勉。 1、坚持基本面导向，深研产业趋势、政经逻辑作为头寸构建的支撑，要拿得住仓位。 2、降低博弈性，提高容错率，买套也要套在强辨识度的前排，减少博弈杂毛后排。 3、珍惜分歧，警惕一致。没有分歧就没有挣大钱的机会；越是看法趋同越是要打起十二分精神。","text":"$恒生指数(HSI)$ 这两天港股回调，简单总结几句，与君共勉。 1、坚持基本面导向，深研产业趋势、政经逻辑作为头寸构建的支撑，要拿得住仓位。 2、降低博弈性，提高容错率，买套也要套在强辨识度的前排，减少博弈杂毛后排。 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