ljjhebut
03-13
$MARA Holdings(MARA)$
哥们在这只票上亏了超过一万美元了。其中有3000美元的期权。7000美元的股票。我擦。这票真邪性
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太空小飞侠
03-13
太空小飞侠
我个人认为，板块β比个股α更重要。我觉得这家公司基本面非常好，PE也非常低，连10倍都不到，甚至是领导层非常积极布局“AI推理数据中心”业务。但是，我们要知道，作为一家挖矿公司，其盈利好坏本来就跟BTC价格正相关。所以，BTC不太好的时候，MARA很难一枝独秀的。而BTC现在是美国的政策消息控制的，作为风险资产，目前跟纳指同步涨跌（无其他额外消息催化）。总之，纳指不好，BTC不好，MARA难涨，即使他业绩好。不过等美股风偏好了，BTC涨了，我相信MARA是挖矿公司中弹性最好的。
ljjhebut
:
有道理
Anne晴
03-14
Anne晴
我出业绩前一天买进，拿了几天，没抛在最高点，赚了点就走了
太空小飞侠
03-13
太空小飞侠
我出业绩那天买的call，冲高跑了
什么也没有了～
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