$阿里巴巴 (BABA.US)$ 记得当英伟达连续创下52周新高，人们建议卖出或开空该股吗？猜猜结果如何？如果你跟随他们的建议，要么你会错失更多的收益，要么你会自焚。阿里巴巴在今天的估值中很容易达到200美元。
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$以星航运 (ZIM.US)$ 就5、6块可以安心买了。肯定要盘一阵哈，不会就做直升飞机上去的。毕竟明年还要衰退呢。这种周期股价值股做长期底，需要基本面确实的改善，而不是一些好消息，一些空头cover。
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