BruceQ
2021.04.09 05:44

首先 4 月财报季,关注业绩远超预期的好公司;行业方面的,重点还是顺周期和碳中和,前期杀估值较严重的芯片也在范围之内。至于个股,最近的 $心动公司.HK 频频有动作,可以重点关注一下,短期会有不错的行情,个人长期持有 $腾讯控股.HK$小米集团-W.HK,这个理由都很明显,公司经营状况良好,估值合理的大白马,会一直坚定持有。最后少操作,早睡早起,坚持锻炼,震荡行情考验的是耐心,耐心比黄金更重要。

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