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- lanwiselanwise
  ·04-22
  ATM中，小米增长确定性最高但估值也最贵，腾讯增长确定性和估值都适中，而阿里增长确定性最差但估值也是最便宜的。我的持股是A和M，目前最看好的公司是阿里，小米我已经吃掉了一段鱼身了，也是在它增长确定性最差的时候看好。阿里的增长确定性在我看来已经逐渐明朗，只不过财报还没有出，还没有得到验证，再加上美股可能退市的预期抛压，耐心点，该来的总会来的$阿里巴巴(BABA)$
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- lanwiselanwise
  ·03-31
  $MIU.HK 20250429 70.00 CALL$ 平仓sell call
  1,085 评论
  3
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- lanwiselanwise
  ·04-22
  ATM中，小米增长确定性最高但估值也最贵，腾讯增长确定性和估值都适中，而阿里增长确定性最差但估值也是最便宜的。我的持股是A和M，目前最看好的公司是阿里，小米我已经吃掉了一段鱼身了，也是在它增长确定性最差的时候看好。阿里的增长确定性在我看来已经逐渐明朗，只不过财报还没有出，还没有得到验证，再加上美股可能退市的预期抛压，耐心点，该来的总会来的$阿里巴巴(BABA)$
  3,996 3
  4
  分享
  举报
- lanwiselanwise
  ·03-31
  $MIU.HK 20250429 70.00 CALL$ 平仓sell call
  1,085 评论
  3
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  举报

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