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美股投資研究筆記 My Alpha Portfolio

美股投資研究 My Alpha Portfolio

10多年美股主動投資經驗。商學相關背景。 長期投資, 主題交易。 Seeking alpha, 並期望打造一個積極穩健的投資組合。 歡迎理性與善意的交流討論。 這裡分享的投資相關內容, 不構成任何投資建議。

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Latest Issues

(06/08~12)簡單記錄一下大盤與相關資訊

在X上面看到越來越多類似這樣的技術線圖. 不過Tom Lee說, 時候還沒到.

而一位技術分析師給出的Nasdaq 100拉回最低價位為550; 如果SPX在7250, 撐不住那之後會到6250.

一月初的金銀, 也是漲到了出現了6個標準差.

類似的情況之後應該會再出現, 只是不知道會出現在哪裡.

人稱反指標的Jim Cramer在06/08發出了警訊.

“CNBC 的吉姆·克萊默週一表示,一系列不斷增加的風險讓他對股票市場變得更加謹慎。”

“克萊默表示,綜...

3 days ago

[大師與高手教我的事] 不要愛上自己的股票

“不要愛上你的股票” (及其類似說法) 是華爾街流傳最廣的格言之一. 許多傳奇基金經理人和投資者都曾說過這句話, 強調股票沒有感情, 也不會愛你.

以下是一些曾經運用或大力推廣此建議的知名投資者和基金經理人:

彼得林區 (Peter Lynch): “永遠不要愛上某隻股票;始終保持開放的心態。” (“Never fall in love with a stock; always have an open mind.”)

華倫巴菲特 (Warren Buffett):...

6 days ago

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  • 美股投資研究 My Alpha Portfolio

    10多年美股主動投資經驗。商學相關背景。長期投資, 主題交易。Seeking alpha, 並期望打造一個積極穩健的投資組合。歡迎理性與善意的交流討論。這裡分享的投資相關內容, 不構成任何投資建議。

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