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和时间赛跑zilong
和时间赛跑zilong
·
04-28 13:55
起码老川不敢像刚上台，去下政策那样心急了，市场也不会无差别乱杀了，毕竟动的是顶层大佬们的利益，普通人利益没人搭理，大佬们的利益出大问题可是白刀子红刀子，川普那么活络上路，不会自寻死路的
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和时间赛跑zilong
和时间赛跑zilong
·
04-14
加了点
$江西铜业股份(00358)$
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和时间赛跑zilong
和时间赛跑zilong
·
04-05
晒春日嘛，这个在行，浦东前滩滨江一角
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和时间赛跑zilong
和时间赛跑zilong
·
04-05
鲍威尔今年肯定会降息，但不会老川说让他降他就降。还有没有一点美联储的独立性了，还有没有专业思考了，呵呵，老川别吵吵，老鲍会择时降息的
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和时间赛跑zilong
和时间赛跑zilong
·
04-05
你们有钱你们先买吧，我钱少我不急，把机会都让给有钱人[得意]
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和时间赛跑zilong
和时间赛跑zilong
·
04-03
川普这么做本来就不是为了保护股市，他已经说过很多次，我也提过很多次，第二届的川普是大棒式的打压，而且是在入主白宫后赚了两大笔钱：特斯拉和虚拟币。后面股市大跌对他没坏处，跌得狠才能低价再介入，现在不确定性提升的震荡，有正股的系好安全带，做空对冲，害怕的就减仓。有人说剧烈震荡买黄金，多年来只有震荡不够剧烈买黄金，在疫情大跌那会儿黄金也是被剧烈抛售的。黄金的新高说明震荡，但市场还没有吓到剧烈震荡得连黄金一起卖掉的程度。多次提到，关税提升赶紧避开科技股，类似尖端医疗类倒是影响不会特别大
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和时间赛跑zilong
和时间赛跑zilong
·
04-01
大家对4-2之后，都不太悲观[开心]
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和时间赛跑zilong
和时间赛跑zilong
·
04-01
科技股再等等，还是保留医药股
$礼来(LLY)$
，同时加仓港股银行
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和时间赛跑zilong
和时间赛跑zilong
·
03-28
记忆中最韭菜的是植物肉第一股，beyond。虽然我是无肉不欢的肉食动物，但看到身边的人为了减肥、为了健康纷纷加入素食大军，并且欧美认识的一些胖人都在搞什么健康素食，当看到这家植物肉，第一反应是小众品牌的高利润，而且当时分别和麦当劳、星巴克都有连锁合作，前途和潜力都是不可限量。直到遭遇疫情，真是一塌糊涂，虽然投资占比低只亏损几万刀，但亏损比例是非常高的，也可能是因为投资比例低，没有及时斩仓就为了观察。直到发现美国最大的鸡肉公司也大跌得一蹶不振，才不想继续观察，清仓放手。现在回首一看，跌得更加厉害了，感觉进入垃圾股要退市的感脚
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和时间赛跑zilong
和时间赛跑zilong
·
03-28
黄金已进入高位，已经清仓了
$紫金矿业(02899)$
，买了些高息股，手里还有些
$江西铜业股份(00358)$
，只要消息没有对铜业不利的，就先拿着
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