當奈雪的茶、每日優鮮、叮咚買菜破發了。。。資金流到底在寵愛哪些股?

奈雪的茶

首日的逆向思考:這首日的表現,差到搶眼,難道是有貓膩?

基金看法、部署策略

10:00 美股中概股新股:每日優鮮(MF)

、叮咚買菜(DDL)

16:00美團社區團購的競爭對手,破發之路但上市

20:00英偉達

收購ARM算進直路了嗎?


段說輪證

30:00爲什麼李寧$李寧(02331)$ 這種急升的,反而不一定是輪證首選?

32:00騰訊

被點穴,但輪證在部署,背馳!

37:00阿里巴巴(9988)

的心理關口跌破,資金會怎麼走?

40:00納指、標普指數創新高,亞洲時段原來可以這麼做!

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