2021.02.02 复盘笔记 by 六毛_老虎社区_美港股上老虎

2021.02.02 复盘笔记 by 六毛

六毛
2021-02-02

模拟 2021-02-02	成本	现价	浮动收益
苹果(AAPL)	50.46	134.05	+165.66%

整个手机产业链都在杀，不管业绩如何都杀，即使业绩增长100%也大跌。

信维通信、汇顶科技、闻泰科技、欧菲光都腰斩，现在苹果产业链三巨头蓝思科技、歌尔股份也抵挡不住了。

现在杀跌是纯流动性造成的机构斩仓？还是杀估值？还是对于未来业绩悲观杀估值同时叠加杀逻辑？

# 晒晒我的复盘笔记

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