c*l
2 楼
大牛 YTD 15%?
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
B*r
3 楼
今年最高都没到过15%。过去半个多月基本上都在跌。
【在 c********l 的大作中提到】
: 大牛 YTD 15%?
【在 c********l 的大作中提到】
: 大牛 YTD 15%?
M*t
4 楼
add too early?
[发表自未名空间手机版 - m.mitbbs.com]
[发表自未名空间手机版 - m.mitbbs.com]
c*y
5 楼
5d return还是正的，跌个头啊
k*a
6 楼
Why your focus is only China?
Fundamentally, China is no longer strong, and don't get fooled on the GDP
numbers, that does not translate into profit. GDP does not mean profit. You
can borrow $1 to build something and demolish it with another $2. GDP = $2,
while profit =-$2. That is not profit, while investment is about profit.
Profit situation drastically turned south in China recent years while U.S.
companies made record numbers.
Staying in the wrong sector that kills your performance. If you park your
money wrong, you could enjoy a bear market while others are counting money.
That said, China seems to be a short term dead cat in the making. I may add
some at this level and do a swing trade.
Fundamentally, China is no longer strong, and don't get fooled on the GDP
numbers, that does not translate into profit. GDP does not mean profit. You
can borrow $1 to build something and demolish it with another $2. GDP = $2,
while profit =-$2. That is not profit, while investment is about profit.
Profit situation drastically turned south in China recent years while U.S.
companies made record numbers.
Staying in the wrong sector that kills your performance. If you park your
money wrong, you could enjoy a bear market while others are counting money.
That said, China seems to be a short term dead cat in the making. I may add
some at this level and do a swing trade.
B*r
7 楼
你是不是看了这几天的大量媒体新闻？我觉得世界股市在30亿金砖国家，不是正在衰落
的3亿。
立场定了，就是这样。
You
,
add
【在 k*****a 的大作中提到】
: Why your focus is only China?
: Fundamentally, China is no longer strong, and don't get fooled on the GDP
: numbers, that does not translate into profit. GDP does not mean profit. You
: can borrow $1 to build something and demolish it with another $2. GDP = $2,
: while profit =-$2. That is not profit, while investment is about profit.
: Profit situation drastically turned south in China recent years while U.S.
: companies made record numbers.
: Staying in the wrong sector that kills your performance. If you park your
: money wrong, you could enjoy a bear market while others are counting money.
: That said, China seems to be a short term dead cat in the making. I may add
的3亿。
立场定了，就是这样。
You
,
add
【在 k*****a 的大作中提到】
: Why your focus is only China?
: Fundamentally, China is no longer strong, and don't get fooled on the GDP
: numbers, that does not translate into profit. GDP does not mean profit. You
: can borrow $1 to build something and demolish it with another $2. GDP = $2,
: while profit =-$2. That is not profit, while investment is about profit.
: Profit situation drastically turned south in China recent years while U.S.
: companies made record numbers.
: Staying in the wrong sector that kills your performance. If you park your
: money wrong, you could enjoy a bear market while others are counting money.
: That said, China seems to be a short term dead cat in the making. I may add
k*a
8 楼
No, people should think twice about News. News are mostly filtered by
yourself and enforces your own opinion.
I am curious on how your fundamental research is. You mentioned high GDP
growth, but it fails reflect the highly priced assets and projected
profitability. Although A share's PE is low now, it is the business
environment that trickles down the problem.
正在衰落 does not mean business situation is bad. The profit situation is
really bad in the BRIC which was sadly driven by China's GDP, not by profit.
If you are DaNiu, then there will be lots of followers that could blindly
follow without much of their own opinion.
【在 B**********r 的大作中提到】
: 你是不是看了这几天的大量媒体新闻？我觉得世界股市在30亿金砖国家，不是正在衰落
: 的3亿。
: 立场定了，就是这样。
:
: You
: ,
: add
yourself and enforces your own opinion.
I am curious on how your fundamental research is. You mentioned high GDP
growth, but it fails reflect the highly priced assets and projected
profitability. Although A share's PE is low now, it is the business
environment that trickles down the problem.
正在衰落 does not mean business situation is bad. The profit situation is
really bad in the BRIC which was sadly driven by China's GDP, not by profit.
If you are DaNiu, then there will be lots of followers that could blindly
follow without much of their own opinion.
【在 B**********r 的大作中提到】
: 你是不是看了这几天的大量媒体新闻？我觉得世界股市在30亿金砖国家，不是正在衰落
: 的3亿。
: 立场定了，就是这样。
:
: You
: ,
: add
z*y
9 楼
如果all in 你的 XIN，今年还是大赚的
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
B*r
10 楼
我不是“大牛”，也不会有人无脑跟。
profit.
【在 k*****a 的大作中提到】
: No, people should think twice about News. News are mostly filtered by
: yourself and enforces your own opinion.
: I am curious on how your fundamental research is. You mentioned high GDP
: growth, but it fails reflect the highly priced assets and projected
: profitability. Although A share's PE is low now, it is the business
: environment that trickles down the problem.
: 正在衰落 does not mean business situation is bad. The profit situation is
: really bad in the BRIC which was sadly driven by China's GDP, not by profit.
: If you are DaNiu, then there will be lots of followers that could blindly
: follow without much of their own opinion.
profit.
【在 k*****a 的大作中提到】
: No, people should think twice about News. News are mostly filtered by
: yourself and enforces your own opinion.
: I am curious on how your fundamental research is. You mentioned high GDP
: growth, but it fails reflect the highly priced assets and projected
: profitability. Although A share's PE is low now, it is the business
: environment that trickles down the problem.
: 正在衰落 does not mean business situation is bad. The profit situation is
: really bad in the BRIC which was sadly driven by China's GDP, not by profit.
: If you are DaNiu, then there will be lots of followers that could blindly
: follow without much of their own opinion.
B*r
11 楼
今年中概小盘股很强势。一般我很少高个股的，今年XIN上赚的小钱，和FXI上的损失不
能比。
【在 z**y 的大作中提到】
: 如果all in 你的 XIN，今年还是大赚的
能比。
【在 z**y 的大作中提到】
: 如果all in 你的 XIN，今年还是大赚的
g*c
12 楼
你2W股FXI，均价38
现在也才亏了7W刀
感觉你今年还是应该赚钱的呀
【在 B**********r 的大作中提到】
: 今年中概小盘股很强势。一般我很少高个股的，今年XIN上赚的小钱，和FXI上的损失不
: 能比。
现在也才亏了7W刀
感觉你今年还是应该赚钱的呀
【在 B**********r 的大作中提到】
: 今年中概小盘股很强势。一般我很少高个股的，今年XIN上赚的小钱，和FXI上的损失不
: 能比。
B*r
13 楼
差不多今年就白干了。
【在 g***c 的大作中提到】
: 你2W股FXI，均价38
: 现在也才亏了7W刀
: 感觉你今年还是应该赚钱的呀
【在 g***c 的大作中提到】
: 你2W股FXI，均价38
: 现在也才亏了7W刀
: 感觉你今年还是应该赚钱的呀
O*8
14 楼
大牛厉害
p*y
15 楼
AMD应该能再起一拨
u*n
16 楼
哈哈，能hedge吗？
j*i
17 楼
师傅徒弟不能阻止你买A股大盘股相关产品，只能送上祝福，牛人大部分时间是孤单的
既然师傅这么看好中国，我觉的应该找更好的方式投资，其实创业板和中小版指数都在
高位
所以说师傅你认为中国经济好，也是对的。
只是真的很难让我相信大型国企会充满活力的在全世界竞争，别给华尔街送钱就不错了
，看看四大行上市给华尔街送了多少钱
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
既然师傅这么看好中国，我觉的应该找更好的方式投资，其实创业板和中小版指数都在
高位
所以说师傅你认为中国经济好，也是对的。
只是真的很难让我相信大型国企会充满活力的在全世界竞争，别给华尔街送钱就不错了
，看看四大行上市给华尔街送了多少钱
【在 B**********r 的大作中提到】
: 难道今年要亏钱了？
g*2
18 楼
相信康南大牛有他自己的理由，还是让时间说话吧。
我的观点，投资A股和煤炭需要等到今年底。
我的观点，投资A股和煤炭需要等到今年底。
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