i***o
发帖数: 778 | |
L****n
发帖数: 12932 | 2 stay away for now. at the very end of 3rd stage. It may make another push to
new high but risk is too high. rate hike in China is over hanging the whole
chines ADRs. buy US, buy BIG CAP. |
b******r
发帖数: 16603 | 3 lol，我还刚刚在看Bidu呢。。还蛮想买的。
to
whole
【在 L****n 的大作中提到】
: stay away for now. at the very end of 3rd stage. It may make another push to
: new high but risk is too high. rate hike in China is over hanging the whole
: chines ADRs. buy US, buy BIG CAP.
|
t*****l
发帖数: 2658 | 4 跟风请教大夫一下MU
MU市值8B,年revenue也差不多8B, PE 4远低于行业平均水平8到12
手上有2B cash，虽然DRAM biz被三星打压，但是flash的生意看好，因为tablet, ipho
ne, ipad和各种pad, smartphone们都要用flash，SSD也是长期大量需求的东西
唯一不看好的就是他员工太多，还有rumor说要买中芯国际在武汉的fab，这个不知道是
不是个利好。
7.5进的，长期看好。
大夫有何见解？
to
whole
【在 L****n 的大作中提到】
: stay away for now. at the very end of 3rd stage. It may make another push to
: new high but risk is too high. rate hike in China is over hanging the whole
: chines ADRs. buy US, buy BIG CAP.
|
i***o
发帖数: 778 | 5 多谢,已经拿着有一会了:(
如果突破ma20能向上么? 往下ma50止损?
to
whole
【在 L****n 的大作中提到】
: stay away for now. at the very end of 3rd stage. It may make another push to
: new high but risk is too high. rate hike in China is over hanging the whole
: chines ADRs. buy US, buy BIG CAP.
|
L****n
发帖数: 12932 | 6
ipho
i don't know much about FA. 2wks ago when it was 7.0 at the lower BB line i
said that was not the time to sell. now it move up with the market. I'd
start thinking about selling. somewhere around 8.25-8.5. chance of it blast
through 8.78 is slim.
【在 t*****l 的大作中提到】
: 跟风请教大夫一下MU
: MU市值8B,年revenue也差不多8B, PE 4远低于行业平均水平8到12
: 手上有2B cash，虽然DRAM biz被三星打压，但是flash的生意看好，因为tablet, ipho
: ne, ipad和各种pad, smartphone们都要用flash，SSD也是长期大量需求的东西
: 唯一不看好的就是他员工太多，还有rumor说要买中芯国际在武汉的fab，这个不知道是
: 不是个利好。
: 7.5进的，长期看好。
: 大夫有何见解？
:
: to
|
t*****l
发帖数: 2658 | 7 大夫是TA派大师啊。
大夫是不是20%左右的利润就出手了？
感觉确定卖的时机其实比买的时机更难。
人都是有贪心的。
大夫能讲讲如何sell吗？
i
blast
【在 L****n 的大作中提到】
:
: ipho
: i don't know much about FA. 2wks ago when it was 7.0 at the lower BB line i
: said that was not the time to sell. now it move up with the market. I'd
: start thinking about selling. somewhere around 8.25-8.5. chance of it blast
: through 8.78 is slim.
|
L****n
发帖数: 12932 | 8
it edges close to 50ma for the 3rd time in 2 wks, each bounce off the line
is getting weaker - a red flag. watch for the rebound this time, if soft
rebound on weak volume, sell. if dropping below last low at 104.38, sell
immediately. - i'm thinking about getting some put to hedge my heavy long
positions.
【在 i***o 的大作中提到】
: 多谢,已经拿着有一会了:(
: 如果突破ma20能向上么? 往下ma50止损?
:
: to
: whole
|
w*****7
发帖数: 5038 | 9 幸亏看到这个，明天还打算买点BIDU的CALL
【在 L****n 的大作中提到】
:
: it edges close to 50ma for the 3rd time in 2 wks, each bounce off the line
: is getting weaker - a red flag. watch for the rebound this time, if soft
: rebound on weak volume, sell. if dropping below last low at 104.38, sell
: immediately. - i'm thinking about getting some put to hedge my heavy long
: positions.
|
