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确定方进出
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·
06-13
特斯拉
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05-31
最难包的是期权,搞不懂的搞不懂
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·
05-03
根据您当前的持仓情况,您的投资组合 100%集中于美华国际(MHUA.US) ,且持有期间已超过100天。这一特征与 卡尔·伊坎(Carl Icahn) 的投资风格高度相似。以下是具体分析: 🎯 核心相似点:激进集中+主动干预 孤注一掷的仓位结构 伊坎以“重仓押注少数标的”闻名,常通过持有目标公司大量股权(甚至控股)推动管理层变革。您当前单票满仓的操作,与他在雅虎、苹果等案例中的“All-in”策略如出一辙。 押注公司潜在价值释放 伊坎擅长挖掘市场低估的企业,并通过董事会席位争夺、分拆出售资产等方式催化股价。您持有美华国际期间亏损约24.39%,但未选择止损,可能隐含对其未来价值重估的预期(如并购、政策利好等)。 长周期持仓的耐心 尽管短期波动剧烈(最新价0.27美元 vs 成本价0.357美元),您已持有117天,与伊坎“长期博弈管理层”的时间窗口吻合(他曾在纳贝斯克案例中持股超5年)。
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·
04-19
如果可以,川普想把太阳和月亮都换一下,一个霉总,感觉世界都是他的,现在想换鲍,有戏可看了。
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04-19
复活节彩蛋大作战
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04-13
最难预测的是川普的嘴👄
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03-22
mmd,庄家就差我那100股,割了就涨
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·
03-21
必须上车,因为我在车上
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·
03-07
第一位:居里夫人;第二位:苏姿丰;第三位:木头姐;第四位:哈里斯;第五位:撒切尔夫人
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·
02-25
$美华国际(MHUA)$
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伊坎以“重仓押注少数标的”闻名,常通过持有目标公司大量股权(甚至控股)推动管理层变革。您当前单票满仓的操作,与他在雅虎、苹果等案例中的“All-in”策略如出一辙。 押注公司潜在价值释放 伊坎擅长挖掘市场低估的企业,并通过董事会席位争夺、分拆出售资产等方式催化股价。您持有美华国际期间亏损约24.39%,但未选择止损,可能隐含对其未来价值重估的预期(如并购、政策利好等)。 长周期持仓的耐心 尽管短期波动剧烈(最新价0.27美元 vs 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