1.$網易(NTES)$財報看好,網易短期看到103附近,長期看到1000億市值(還有61%漲幅)
2.$京東(JD)$財報看好,沒趕上$拼多多(PDD)$的,可以考慮進京東,短期利潤10%-20%。
3.長線佈局單: yalla,gold,一線國民銀行,網易,紐曼礦業,虎牙,聲網,阿里,騰訊等。
4.$理想汽車(LI)$財報看好,預計財報會爆,超乎想象,短線看32附近。長線看到40美元上方(還有52%漲幅)$小鵬汽車(XPEV)$還可以拿到43左右。
5.騰訊音樂,虎牙鬥魚財報都利好,低多不用擔心。
海外公司: 大麻基本面好的apha,cgc(漲幅慢,但也抗跌)瘋狗的acb,tlry,sndl,等,但注意風險,利潤100%就要走不能貪了
思路依舊是低多財報利好的科技公司: etsy,PayPal,fb,谷歌,寶潔,高通,w,拉姆研究,pins,snap,愛立信,fvrr,shop,chwy,se,京東,tdd,sq,twlo,lulu,fb,adbe,amd,tsla等等。
類似暴雷的公司,千萬別做多。適當情況下還可做空保護:類似跟誰學,好未來,蘋果,
還有蘋果未來跑不過其他四大,甚至跑不過納指ETF。
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理想相比较蔚来和小鹏有一段崎岖曲折艰难的路要走,我觉得无论长期还是短期,等理想下一步战略意图出来再说吧,股价其实长不了多少,反而可能长期会有跌的趋势。
看到拼多多和小鹏,转手我就追了$京东(JD)$ 和$理想汽车(LI)$ ,都等不到开盘,别犹豫[冷漠]