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t******y
发帖数: 1942 | 1 FA规律是亏着亏着、亏出来的；TA规律是赚着、赚出来的。
经历过的人想想是不是这么回事？ | m******u
发帖数: 12400 | | t******y
发帖数: 1942 | 3 所以，新手，又不做FA的人，就是通过乱跟pick，尤其是乱捞底，还抄破产股的这么个
过程，才能成长。你不让他们吵反而是拔苗助长，他们还领悟不到FA的精髓。所以对新
手提醒一下，不要allin，多尝试就好了。 | s***m
发帖数: 6197 | 4 我还是不太明白前半句
我觉得FA主要对长线投资比较重要，要拿上个1年2年的
【在 t******y 的大作中提到】
: 所以，新手，又不做FA的人，就是通过乱跟pick，尤其是乱捞底，还抄破产股的这么个
: 过程，才能成长。你不让他们吵反而是拔苗助长，他们还领悟不到FA的精髓。所以对新
: 手提醒一下，不要allin，多尝试就好了。
| t******y
发帖数: 1942 | 5 很明白啊，FA的成长是每次亏钱给喂出来的，TA的成长是每次赚钱给喂出来的。
【在 s***m 的大作中提到】
: 我还是不太明白前半句
: 我觉得FA主要对长线投资比较重要，要拿上个1年2年的
| R******o
发帖数: 1572 | 6 我在股市里唯一相信的东西就是FA和TA都不是很靠谱的东西
【在 t******y 的大作中提到】
: 很明白啊，FA的成长是每次亏钱给喂出来的，TA的成长是每次赚钱给喂出来的。
| b*******e
发帖数: 6389 | 7 教授，你的id看起来很奇怪。
【在 t******y 的大作中提到】
: FA规律是亏着亏着、亏出来的；TA规律是赚着、赚出来的。
: 经历过的人想想是不是这么回事？
| t******y
发帖数: 1942 | 8 LOL, you got it!
【在 b*******e 的大作中提到】
: 教授，你的id看起来很奇怪。
| m****r
发帖数: 5435 | 9
对FA没有明显感觉。对TA好像还真是这样。
磕磕绊绊，直到找到自己认可的风格。
【在 t******y 的大作中提到】
: FA规律是亏着亏着、亏出来的；TA规律是赚着、赚出来的。
: 经历过的人想想是不是这么回事？
| b*******e
发帖数: 6389 | 10 其实FA是做企业做出来的。做过企业的人对FA比较了解。
【在 m****r 的大作中提到】
:
: 对FA没有明显感觉。对TA好像还真是这样。
: 磕磕绊绊，直到找到自己认可的风格。
| | | m****r
发帖数: 5435 | 11
有道理。不过，对炒股来讲，这个是不是不大现实阿。
【在 b*******e 的大作中提到】
: 其实FA是做企业做出来的。做过企业的人对FA比较了解。
| p**********e
发帖数: 703 | 12 If I reply to you, Menger will say: you much fall in love with 臊子面....
hehe, what a fun.....
I know nothing about FA and TA, but just use CBMX as an example, microarray
has been a comparatively cheap technique for disease diagnosis now. Assume
most of the people does not have medical background, when they got pregnant,
the doctor will ask them if they would like to do certain tests, most of
them will do it because of the way how doctor describe it, esp. the chances
and consequence if they don't do it (I know how it works, unfortunately the
hospital here even in china are business, business is business, you know
what I mean). Guess how many people get pregnant everyday? and it is endless
!!! that was why based on the recent news I knew CBMX will go up due to
someone like me how know what it means regardless of its FA or TA. The price
might come back or even down for a while, but after a few quarters/ERs,
the company will be profit no matter what, that is how I choose a pick---I
only pick what I know so I gamble with a reason which is knowledge, I guess
that might be why you said FA和TA都不是很靠谱的东西, yes, they are
manipulable, but the need of the market will never change--as long as there
is a business opportunity, the money will be there, so...
I don't know if I made myself clear and I only practice it for over a year,
so far, so good, but I would like to hear more from you guys how do you
think because I only focus on pharmaceutical stocks and due to my risk
management of not putting eggs in one basket, I did not make money fast
enough even though some of my picks doubled or tripled, I'd like to learn
from you guys, thanks.
if CBMX keep going up, it is ok, there are a lot of fishes in the sea...
Good luck!
【在 R******o 的大作中提到】
: 我在股市里唯一相信的东西就是FA和TA都不是很靠谱的东西
| m****r
发帖数: 5435 | 13
microarray
Assume
pregnant,
chances
the
endless
你不自信，自然啰嗦。。。
好了，我也不逗你了。‘骂为爱’是有故事的。是大牛打架时的爱。
【在 p**********e 的大作中提到】
: If I reply to you, Menger will say: you much fall in love with 臊子面....
: hehe, what a fun.....
: I know nothing about FA and TA, but just use CBMX as an example, microarray
: has been a comparatively cheap technique for disease diagnosis now. Assume
: most of the people does not have medical background, when they got pregnant,
: the doctor will ask them if they would like to do certain tests, most of
: them will do it because of the way how doctor describe it, esp. the chances
: and consequence if they don't do it (I know how it works, unfortunately the
: hospital here even in china are business, business is business, you know
: what I mean). Guess how many people get pregnant everyday? and it is endless
| p**********e
发帖数: 703 | 14 How can I be 自信 when someone claimed 120k in a month!!!!!
I know it is possible if I put ALL my money on RMTI when I bought it at $4.
66 a couple of months ago, or when I bought ANAC at $5.7 half a year ago...
I am as greedy as everyone else, unfortunately you are right, I am not 自信
enough, but I know, 自信 can be a trap if over...
Too much to be learned...
【在 m****r 的大作中提到】
:
: microarray
: Assume
: pregnant,
: chances
: the
: endless
: 你不自信，自然啰嗦。。。
: 好了，我也不逗你了。‘骂为爱’是有故事的。是大牛打架时的爱。
| m****r
发帖数: 5435 | 15
信
晕。江山易打。过眼烟云。
你急啥？！
【在 p**********e 的大作中提到】
: How can I be 自信 when someone claimed 120k in a month!!!!!
: I know it is possible if I put ALL my money on RMTI when I bought it at $4.
: 66 a couple of months ago, or when I bought ANAC at $5.7 half a year ago...
: I am as greedy as everyone else, unfortunately you are right, I am not 自信
: enough, but I know, 自信 can be a trap if over...
: Too much to be learned...
| l********i
发帖数: 2503 | 16 我提醒一下，cbmx基本是一日游的行情。那个消息去年就出来了，就是那个几倍的大阳
棒那天，一年了，股价还在那个起点。这个股就是出消息为了出货，长期拿着要小心。
microarray
Assume
pregnant,
chances
the
endless
【在 p**********e 的大作中提到】
: If I reply to you, Menger will say: you much fall in love with 臊子面....
: hehe, what a fun.....
: I know nothing about FA and TA, but just use CBMX as an example, microarray
: has been a comparatively cheap technique for disease diagnosis now. Assume
: most of the people does not have medical background, when they got pregnant,
: the doctor will ask them if they would like to do certain tests, most of
: them will do it because of the way how doctor describe it, esp. the chances
: and consequence if they don't do it (I know how it works, unfortunately the
: hospital here even in china are business, business is business, you know
: what I mean). Guess how many people get pregnant everyday? and it is endless
| p**********e
发帖数: 703 | 17 Thanks for the warning. I will be careful when I am trying to but again.
I knew microarray technology for over 10 years and it is getting more mature
now, and more and more companies are hiring people with those skills for
biomarker identification this year, and more and more big hospitals/
universities are establishing the genetic testing lab/centers now, including
personel training. If their kit really accept by most of the universities/
hospitals, it will be highly profitable. I will check the news further in
details before I make the next move.
I sold it on Friday morning due to its not holding above $3 before closing
on Thursday afternoon. 2.68 to 3.5 in two weeks, not too bad. I will keep
an eye on it for a while.
I don't know anything of FA or TA, but I guess my way might be closer to FA?
The first time on Friday, I totally gambled on CANF at $6.47, Expecting
at least one of the two news is good, too greedy and no discipline at all...
thanks again!
【在 l********i 的大作中提到】
: 我提醒一下，cbmx基本是一日游的行情。那个消息去年就出来了，就是那个几倍的大阳
: 棒那天，一年了，股价还在那个起点。这个股就是出消息为了出货，长期拿着要小心。
:
: microarray
: Assume
: pregnant,
: chances
: the
: endless
| E*********r
发帖数: 4984 | 18 Microarray实际上是一个在淘汰边缘的技术，不知道你从哪里得来越来越多大学医院要
使用Microarray技术？ 我去年在一家专做Microarray疾病诊断的公司做过一年多。事
实上一个检测的成本非常高，大约是600-700美元。一块定做的Affy芯片是60几块，但
是要上到Hybridisation的话，前期要使用一些生物试剂作mRNA-cDNA-ssCNDA
amplification, 这个试剂盒5000美元一个，只能做50个反应，还有Consumables都很贵
，还有人工等等。你看看Affymetrix的股价从2000年140多块跌倒现在8块多就是一个好
的证明。现在诊断技术很多，即便用到分子诊断，Microarray也不是首选，基本上是RT
-PCR，便宜，速度快。千万不要去想每天多少人怀孕，多少人去做某项检测。我手上好
的检测技术和项目一大堆，也曾经编织过类似的美梦，但到中国去了解了一下，要解决
SFDA，医保问题，还有物价局的定价。另外现在如果不是非常有必要的检测项目，孕妇
们未必会去做，她们不傻，也会从网上去阅读有关内容。
microarray
Assume
pregnant,
chances
the
endless
【在 p**********e 的大作中提到】
: If I reply to you, Menger will say: you much fall in love with 臊子面....
: hehe, what a fun.....
: I know nothing about FA and TA, but just use CBMX as an example, microarray
: has been a comparatively cheap technique for disease diagnosis now. Assume
: most of the people does not have medical background, when they got pregnant,
: the doctor will ask them if they would like to do certain tests, most of
: them will do it because of the way how doctor describe it, esp. the chances
: and consequence if they don't do it (I know how it works, unfortunately the
: hospital here even in china are business, business is business, you know
: what I mean). Guess how many people get pregnant everyday? and it is endless
| s*********t
发帖数: 85 | |
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