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璇天凤舞

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- 璇天凤舞璇天凤舞
  ·08-30
  $Next Technology(NXTT)$ 周五nxtt异动，回落短线做了个5w人民币的短线，落袋800刀。回落后把盈利转为仓位，后续日线等待翻5，6倍的机会
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- 璇天凤舞璇天凤舞
  ·08-29
  $叮咚买菜(DDL)$ 仓位打满了最大预期仓位的2/3了，算是小众赛道优秀表现生了。不论是否有坚实的护城河，但至少业务深度已经做出来了，且财务指标客观展现了增长能力，虽然不够惊艳，但足够给人讲故事的空间了。
  756 评论
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- 璇天凤舞璇天凤舞
  ·08-29
  $贝壳-W(02423)$ 分三次打满了，本身财务表现符合预期，且主观判断企业业务已经进入easy模式，后续在当前大环境下营收能继续稳定增长，具备持续吸引新资金进入的能力。
  1,022 评论
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- 璇天凤舞璇天凤舞
  ·08-21
  $东吴水泥(00695)$ 地产供应链行业第二春！
  1,229 评论
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