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oxzheng

IP属地：浙江

帖子 · 10帖子 · 10
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- oxzhengoxzheng
  ·05-23
  $科济药业-B(02171)$ 今天大跌回调在水下10%开仓了，继续看好cart 先看到30，今年不知道能不能再翻翻作为全球实体瘤CAR-T、通用型CAR-T的双料王者，科济药业在每一轮技术赛跑中都冲锋在前，舒瑞基奥仑赛（Claudin18.2 CAR-T）有望成为全球首款获批上市的实体瘤CAR-T产品，首款通用型CAR-T产品也有望在5年内上市。
  914 评论
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- oxzhengoxzheng
  ·05-23
  $BYD.HK 20250929 500.00 CALL$ 先卖了一半继续看好比亚迪估值重新估值，看到pe 35 全球卖车+技术释放+估值重估
  1.08万 2
  3
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- oxzhengoxzheng
  ·05-15
  $BYD.HK 20250929 500.00 CALL$ 目标是星辰大海，500冲拿到科技公司应有的估值
  282 评论
  2
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- oxzhengoxzheng
  ·05-13
  $UNH 20251219 520.0 CALL$ 联合健康市盈率被打到如此地步，是一个好机会，哪怕预期再差，我觉得是个好时机买点期权静待情绪回暖
  7,795 1
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- oxzhengoxzheng
  ·05-02
  $BYD.HK 20250929 500.00 CALL$ 继续持有哈，年底看到 600
  309 评论
  1
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- oxzhengoxzheng
  ·04-30
  $博雅互动(00434)$ $博雅互动(00434.HK) 这段时间，相对大饼有所跑输流动性相对不足公司近期没有增持没有进一步融资动作当然长远看，大饼会是星辰大海，上述不足改进后都能增值，且拔高后有港股通机会
  666 评论
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- oxzhengoxzheng
  ·04-23
  $黄金/美元(XAUUSD.FOREX)$ 短期涨幅过大，回调先看到 3160，后续依旧潜力巨大。目前更看好大饼走势
  687 评论
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- oxzhengoxzheng
  ·04-21
  $龙资源(01712)$ 金价新高，明天轮到你表演[开心]
  292 评论
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- oxzhengoxzheng
  ·04-17
  $龙资源(01712)$ 金矿。 1.所在国矿业环境属于第一类地区，欧洲。 2.安目前金价，估值相对便宜。龙资源
  347 评论
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- oxzhengoxzheng
  ·04-16
  $三倍做多富时中国ETF-Direxion(YINN)$ 继续赌国运，赌中国赢麻了那种！
  1,138 4
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