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1nnno

价值&投机

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- 1nnno1nnno
  ·03-31
  $小米集团-W(01810)$ 小米宣布以每股53.25港元的价格配售8亿股股份，筹集425亿港元用于业务扩张和研发。从历史的角度来看增发新股伴随着股价暴跌，但2020年暴跌主要原因还是因为受大盘影响和小米汽车业务未能盈利，2025年这一次与以往情况不同，小米汽车已经具备盈利的能力，且人车家生态也越来越完善。在50港元的区间增发新股是因为过去一年的涨幅已经很大，股东利润丰厚，50港元增发总比100港元在增发容易得多。其次是引入了国际资本，为日后的海外市场拓展奠定基础。最后，雷总曾经在他创业课说过，企业在什么时候才应该找钱，要当你不缺钱的时候就开始找钱，会相对容易得多，当你账上没钱的时候往往是融资最困难的时候，因为这个时候几乎没有议价能力。
  2,309 评论
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- 1nnno1nnno
  ·03-24
  $NVDA 20250425 130.0 CALL$ 拿不住
  514 评论
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- 1nnno1nnno
  ·03-19
  $NVDL 20250328 45.5 CALL$ 英伟达雄起
  741 评论
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- 1nnno1nnno
  ·03-16
  $苹果(AAPL)$ 虽然在华销量疲软，ai功能延迟推出，关税影响等重大利空，但仍然坚定看多苹果，相信这仍然会是一家伟大的公司，希望苹果能顶住压力，进入上涨趋势
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- 1nnno1nnno
  ·03-14
  $TSLL 20250321 8.7 PUT$ 吃肉
  1,114 评论
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- 1nnno1nnno
  ·03-14
  $INTC 20250328 23.0 CALL$ 小涨
  2,470 2
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- 1nnno1nnno
  ·03-08
  $GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 跌的越狠我加的越多
  491 评论
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