已翻译
1
2
$特斯拉 (TSLA.US)$ basically has no demand issue (at least for the next few years) but only constraints in supply due to chip shortages. Gross margin is now abt 20%, which is expected to rise further after the commencement of the 2 mega factories this year. IMO this could be a very good hedge against inflation.
$阿里巴巴 (BABA.US)$
Wonder what are in their minds right now, super investors like Charlie Munger and Ray Dalio 🤔
Wonder what are in their minds right now, super investors like Charlie Munger and Ray Dalio 🤔
1
4
2
$阿里巴巴 (BABA.US)$
目前的价格真的很诱使我购买更多,但另一方面我需要在淘宝上抢一些圣诞礼物
目前的价格真的很诱使我购买更多,但另一方面我需要在淘宝上抢一些圣诞礼物
已翻译
2
$阿里巴巴 (BABA.US)$ Not surprised that China will ban future IPO for Chinese startups, whereas for existing listed firms just need to abide by new rules. Till the day when all uncertainties are cleared, stay strong Alibaba bull 🔥
6
$阿里巴巴 (BABA.US)$ likely to fall again tonight because of DIDI, a test of conviction and holding power. Stay strong BABA bull!!!
4
1
$阿里巴巴 (BABA.US)$
从长远来看,BABA适合伙计们,即使稍后收益超过预期,但由于所有的恐惧和不确定性还没有消失,它仍然会下降。如果你想要快速赚钱,请前往 “昂贵估值” 柜台 🙃🙃🙃
从长远来看,BABA适合伙计们,即使稍后收益超过预期,但由于所有的恐惧和不确定性还没有消失,它仍然会下降。如果你想要快速赚钱,请前往 “昂贵估值” 柜台 🙃🙃🙃
已翻译
6
1