Replying t_老虎社区_美港股上老虎

价值投资为王
03-25

Replying to @大妮儿: $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 短线博反弹没问题，军工的逻辑不只是战争，后面中东这些国家，包括美国，都得补库存，更长的逻辑是各国都在提升国防开支 $PLUS Korea Defense Industry Index ETF(KDEF)$ //@大妮儿:这利好才一个多点涨幅，没啥弹性吧，战争如果提前结束或者缓和，还得来个补跌。现在这个位置还不如大跌时超低KORU，一天十多个点，快进快出，中长期也没什么风险

@价值投资为王：

根据彭博的消息，中东国家正在排队购买韩国的防空导弹，因美国的爱国者导弹过于昂贵，高达400万美元，而韩国的天弓导弹在准确率上媲美爱国者，但成本只有其四分之一！天弓导弹由韩企LIG Nex1负责制造，韩华航空负责提供雷达系统和发射装置，这两家企业都是上市公司。 ETF中， $PLUS Korea Defense Industry Index ETF(KDEF)$ 持有韩华航空18%仓位，持有LIG Nex16.3%的仓位。俄乌战争爆发后，欧洲国家抢购过一波韩国武器，美伊战争，韩国又赚嗨了！目前，韩华航空涨超7.7%，LIG Nex1涨超3%。后战争时代，我感觉 $PLUS Korea Defense Industry Index ETF(KDEF)$ 的潜力大于 $韩国ETF-iShares MSCI(EWY)$

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to <a href=\"https://laohu8.com/U/3536855912478993\">@大妮儿</a>:<a href=\"https://laohu8.com/S/KORU\"> $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ </a>短线博反弹没问题，军工的逻辑不只是战争，后面中东这些国家，包括美国，都得补库存，更长的逻辑是各国都在提升国防开支<a href=\"https://laohu8.com/S/KDEF\"> $PLUS Korea Defense Industry Index ETF(KDEF)$ </a>//<a href=\"https://laohu8.com/U/3536855912478993\">@大妮儿</a>:这利好才一个多点涨幅，没啥弹性吧，战争如果提前结束或者缓和，还得来个补跌。现在这个位置还不如大跌时超低KORU，一天十多个点，快进快出，中长期也没什么风险</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3536855912478993\">@大妮儿</a>:<a href=\"https://laohu8.com/S/KORU\"> $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ </a>短线博反弹没问题，军工的逻辑不只是战争，后面中东这些国家，包括美国，都得补库存，更长的逻辑是各国都在提升国防开支<a href=\"https://laohu8.com/S/KDEF\"> $PLUS Korea Defense Industry Index ETF(KDEF)$ </a>//<a href=\"https://laohu8.com/U/3536855912478993\">@大妮儿</a>:这利好才一个多点涨幅，没啥弹性吧，战争如果提前结束或者缓和，还得来个补跌。现在这个位置还不如大跌时超低KORU，一天十多个点，快进快出，中长期也没什么风险</body></html>","text":"Replying to @大妮儿: $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 短线博反弹没问题，军工的逻辑不只是战争，后面中东这些国家，包括美国，都得补库存，更长的逻辑是各国都在提升国防开支 $PLUS Korea Defense Industry Index ETF(KDEF)$ //@大妮儿:这利好才一个多点涨幅，没啥弹性吧，战争如果提前结束或者缓和，还得来个补跌。现在这个位置还不如大跌时超低KORU，一天十多个点，快进快出，中长期也没什么风险","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/546444361057720","repostId":546096469808280,"repostType":1,"repost":{"magic":2,"id":546096469808280,"tweetId":"546096469808280","gmtCreate":1774333700728,"gmtModify":1774334446824,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.30","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":49326,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/119d00eccd488c2e7c647f3911ac6df8","width":"1227","height":"486"},{"img":"https://static.tigerbbs.com/27e66db299dee564704d6bae3f4e3567","width":"1683","height":"702"}],"coverImages":[{"img":"https://static.tigerbbs.com/119d00eccd488c2e7c647f3911ac6df8","width":"1227","height":"486"}],"title":"","html":"<html><head></head><body>根据彭博的消息，中东国家正在排队购买韩国的防空导弹，因美国的爱国者导弹过于昂贵，高达400万美元，而韩国的天弓导弹在准确率上媲美爱国者，但成本只有其四分之一！ 天弓导弹由韩企LIG Nex1负责制造，韩华航空负责提供雷达系统和发射装置，这两家企业都是上市公司。 ETF中， <a href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 持有韩华航空18%仓位，持有LIG Nex16.3%的仓位。 俄乌战争爆发后，欧洲国家抢购过一波韩国武器，美伊战争，韩国又赚嗨了！ 目前，韩华航空涨超7.7%，LIG Nex1涨超3%。 后战争时代，我感觉 <a href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 的潜力大于 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a><img src=\"https://static.tigerbbs.com/119d00eccd488c2e7c647f3911ac6df8\" tg-width=\"1227\" tg-height=\"486\"><img src=\"https://static.tigerbbs.com/27e66db299dee564704d6bae3f4e3567\" tg-width=\"1683\" tg-height=\"702\"></body></html>","htmlText":"<html><head></head><body>根据彭博的消息，中东国家正在排队购买韩国的防空导弹，因美国的爱国者导弹过于昂贵，高达400万美元，而韩国的天弓导弹在准确率上媲美爱国者，但成本只有其四分之一！ 天弓导弹由韩企LIG Nex1负责制造，韩华航空负责提供雷达系统和发射装置，这两家企业都是上市公司。 ETF中， <a href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 持有韩华航空18%仓位，持有LIG Nex16.3%的仓位。 俄乌战争爆发后，欧洲国家抢购过一波韩国武器，美伊战争，韩国又赚嗨了！ 目前，韩华航空涨超7.7%，LIG Nex1涨超3%。 后战争时代，我感觉 <a href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 的潜力大于 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a><img src=\"https://static.tigerbbs.com/119d00eccd488c2e7c647f3911ac6df8\" tg-width=\"1227\" tg-height=\"486\"><img src=\"https://static.tigerbbs.com/27e66db299dee564704d6bae3f4e3567\" tg-width=\"1683\" tg-height=\"702\"></body></html>","text":"根据彭博的消息，中东国家正在排队购买韩国的防空导弹，因美国的爱国者导弹过于昂贵，高达400万美元，而韩国的天弓导弹在准确率上媲美爱国者，但成本只有其四分之一！ 天弓导弹由韩企LIG Nex1负责制造，韩华航空负责提供雷达系统和发射装置，这两家企业都是上市公司。 ETF中， $PLUS Korea Defense Industry Index ETF(KDEF)$ 持有韩华航空18%仓位，持有LIG Nex16.3%的仓位。 俄乌战争爆发后，欧洲国家抢购过一波韩国武器，美伊战争，韩国又赚嗨了！ 目前，韩华航空涨超7.7%，LIG Nex1涨超3%。 后战争时代，我感觉 $PLUS Korea Defense Industry Index ETF(KDEF)$ 的潜力大于 $韩国ETF-iShares 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