Darren Lim8
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许多人声称他们 “长期参与其中”,但实际上,大多数人本质上都是动量交易者。当东西变红时,人们会惊慌失措,做一些冲动的事情。当环境变绿时,人们也会大吃一惊,最后会后悔自己的决定。你们当中有多少人真正持有长期投资?
对我来说,对公司的长期投资是一家公司,你可以说:“我喜欢这家公司的所作所为,我相信这家公司,而且我相信从长远来看,它的价格会上涨。”要得出这个结论,需要进行非常广泛的尽职调查,坦率地说,晋级的公司并不多。
股市存在很大的不确定性。例如, $阿里巴巴 (BABA.US)$就现金流和收入而言,这是一个巨头,但由于许多事态发展,即使是最聪明的价值投资者也无法预料,在几个月内它已经下降了一半。
但是,长期投资的想法很简单——无论价格走势如何,你都要坚持自己的信念,也许可以逢低加仓,卖出看跌期权来增加头寸,因为这是你至少要持有10年的头寸。这将是支付您的住房、未来业务、退休金等的钱。
长期投资是需要最详细的尽职调查和基本面分析的投资。很多人选择 $SPDR 标普500指数ETF (SPY.US)$要么 $纳指100ETF-Invesco QQQ Trust (QQQ.US)$作为安全的选择,因为它们已被证明在很长一段时间内表现良好。我同意这一点,我本人也担任重要职位。这样的长期投资更安全,因为你押注的不是一家公司的命运,而是一揽子业经考验的公司的命运。
有些人认为 $苹果 (AAPL.US)$和 $特斯拉 (TSLA.US)$也是值得长期投资的。这绝对是有争议的,说实话,我确实认为他们有理由。苹果的目标是到2025年推出一款自动驾驶电动汽车,这是一个有待开发的广阔领域。埃隆在特斯拉身上创造了奇迹,而且似乎并没有停下来。毫无疑问,这些都是伟大的公司,从长远来看会表现良好,但令人担忧的是当前的估值——今天的价格合理吗?股市一直处于自Covid-19冲击下跌以来最大的牛市行情,坦率地说,这并没有我们过去看到的那么严重的市场崩盘。我们今天为公司支付的价格还有很多值得质疑的地方,我并不是说这些公司的估值被高估了,但这只是当今所有估值都必须考虑的可能性。
找到合适的投资需要时间,但我确实相信每个投资者都应该有可观的资金用于长期投资。这些是你未来的自己会感谢你的投资。
对我来说,对公司的长期投资是一家公司,你可以说:“我喜欢这家公司的所作所为,我相信这家公司,而且我相信从长远来看,它的价格会上涨。”要得出这个结论,需要进行非常广泛的尽职调查,坦率地说,晋级的公司并不多。
股市存在很大的不确定性。例如, $阿里巴巴 (BABA.US)$就现金流和收入而言,这是一个巨头,但由于许多事态发展,即使是最聪明的价值投资者也无法预料,在几个月内它已经下降了一半。
但是,长期投资的想法很简单——无论价格走势如何,你都要坚持自己的信念,也许可以逢低加仓,卖出看跌期权来增加头寸,因为这是你至少要持有10年的头寸。这将是支付您的住房、未来业务、退休金等的钱。
长期投资是需要最详细的尽职调查和基本面分析的投资。很多人选择 $SPDR 标普500指数ETF (SPY.US)$要么 $纳指100ETF-Invesco QQQ Trust (QQQ.US)$作为安全的选择,因为它们已被证明在很长一段时间内表现良好。我同意这一点,我本人也担任重要职位。这样的长期投资更安全,因为你押注的不是一家公司的命运,而是一揽子业经考验的公司的命运。
有些人认为 $苹果 (AAPL.US)$和 $特斯拉 (TSLA.US)$也是值得长期投资的。这绝对是有争议的,说实话,我确实认为他们有理由。苹果的目标是到2025年推出一款自动驾驶电动汽车,这是一个有待开发的广阔领域。埃隆在特斯拉身上创造了奇迹,而且似乎并没有停下来。毫无疑问,这些都是伟大的公司,从长远来看会表现良好,但令人担忧的是当前的估值——今天的价格合理吗?股市一直处于自Covid-19冲击下跌以来最大的牛市行情,坦率地说,这并没有我们过去看到的那么严重的市场崩盘。我们今天为公司支付的价格还有很多值得质疑的地方,我并不是说这些公司的估值被高估了,但这只是当今所有估值都必须考虑的可能性。
找到合适的投资需要时间,但我确实相信每个投资者都应该有可观的资金用于长期投资。这些是你未来的自己会感谢你的投资。
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Darren Lim8
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Darren Lim8
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订单记录
之前一直买国内的基金,赚了一些钱,现在想学习自己操盘了,不知道明年这个时候会是什么样呢,继续学习吧,最近在看期权方面的知识,感觉理解起来有点复杂,买入期权好理解一些,卖出期权还有点闹不明白,不知道小伙伴们都是怎么弄明白的呢
之前一直买国内的基金,赚了一些钱,现在想学习自己操盘了,不知道明年这个时候会是什么样呢,继续学习吧,最近在看期权方面的知识,感觉理解起来有点复杂,买入期权好理解一些,卖出期权还有点闹不明白,不知道小伙伴们都是怎么弄明白的呢
加载中...
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Darren Lim8
赞了
$Meta Platforms (FB.US)$ Meta上下波动。本周你应该期待什么?你知道Meta的入场和出场点吗?
知道入场点可以帮助你最大化利润,最小化损失。80%的散户交易者亏损,因为他们不知道正确的入场和出场点。
如果昨天错过了我的视频,请抽时间观看并了解支撑位和压力位!
像往常一样,安全交易,明智投资!
知道入场点可以帮助你最大化利润,最小化损失。80%的散户交易者亏损,因为他们不知道正确的入场和出场点。
如果昨天错过了我的视频,请抽时间观看并了解支撑位和压力位!
像往常一样,安全交易,明智投资!
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Darren Lim8
赞了
中国是一个拥有巨大潜力的巨大市场。他们拥有非常好且规模庞大的公司,可以与美国企业匹敌。就个人而言,我相信中国股票有巨大的增长和机会。
话虽如此,我认为对于那些选择开始投资中国股票或选择继续投资的人,你们必须能够:
1) 要长期持有。考虑5年,8年,10年等。这是马拉松,不是短跑。
2) 接受由监管压力引起的高波动性。
3) 对墨菲定律有心理准备-任何可能出错的事情都会出错。
4) 更重要的是,只投入你能承受失去的资金。
如果你能坚持以上原则,并度过当前的风暴,那么这些被低估的便宜股票有潜在的高回报-就像等待觉醒和释放的沉睡巨人(牛市)。
短期波动不会改变长期积极的前景。不过这不是财务建议。自己动动脑筋并安全地投资。
$阿里巴巴 (BABA.US)$
$阿里巴巴-W (09988.HK)$
$京东 (JD.US)$
$蔚来 (NIO.US)$
$小鹏汽车 (XPEV.US)$
$比亚迪股份 (01211.HK)$
$理想汽车 (LI.US)$
$百度 (BIDU.US)$
$哔哩哔哩 (BILI.US)$
$腾讯控股 (00700.HK)$
$拼多多 (PDD.US)$
$富途控股 (FUTU.US)$
话虽如此,我认为对于那些选择开始投资中国股票或选择继续投资的人,你们必须能够:
1) 要长期持有。考虑5年,8年,10年等。这是马拉松,不是短跑。
2) 接受由监管压力引起的高波动性。
3) 对墨菲定律有心理准备-任何可能出错的事情都会出错。
4) 更重要的是,只投入你能承受失去的资金。
如果你能坚持以上原则,并度过当前的风暴,那么这些被低估的便宜股票有潜在的高回报-就像等待觉醒和释放的沉睡巨人(牛市)。
短期波动不会改变长期积极的前景。不过这不是财务建议。自己动动脑筋并安全地投资。
$阿里巴巴 (BABA.US)$
$阿里巴巴-W (09988.HK)$
$京东 (JD.US)$
$蔚来 (NIO.US)$
$小鹏汽车 (XPEV.US)$
$比亚迪股份 (01211.HK)$
$理想汽车 (LI.US)$
$百度 (BIDU.US)$
$哔哩哔哩 (BILI.US)$
$腾讯控股 (00700.HK)$
$拼多多 (PDD.US)$
$富途控股 (FUTU.US)$
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Darren Lim8
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影响今年互联网板块的关键主题包括经济复苏、在线广告加速和电子商务增长,根据摩根大通的说法。考虑到这些趋势,摩根大通将六只股票列为2021年和明年进入最佳创意。
$亚马逊 (AMZN.US)$ $Meta Platforms (FB.US)$ $奈飞 (NFLX.US)$ $Twitter(已退市) (TWTR.US)$ $优步 (UBER.US)$ $Peloton Interactive (PTON.US)$
$亚马逊 (AMZN.US)$ $Meta Platforms (FB.US)$ $奈飞 (NFLX.US)$ $Twitter(已退市) (TWTR.US)$ $优步 (UBER.US)$ $Peloton Interactive (PTON.US)$
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长图
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Darren Lim8
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$KraneShares中国海外互联网ETF (KWEB.US)$ $阿里巴巴 (BABA.US)$
I will show some of my technical analysis that I have been doing on KWEB and also BABA.
BABA has been falling non stop from the start of the year and investors still do not know whether this current price is the bottom yet. KWEB the china internet ETF which holds about 50+ holdings mainly the big china tech stocks has always similarly suffered the sell off ever since the start of the year.
BABA has lost about 65% and KWEB about 62%. Both stocks are in bear market territory. If anyone were to tell you this 2 stocks could drop to current valuation last year, nobody would have even taken you seriously. However now that we have seen how a prices can drop 60% in a span of a year, people are starting to wonder when will this fall stop. However, we all know, stocks do not only go 1 direction. There will always be pullback and retracement from the overall trend. This is when swing trades are set up for good risk to reward ratio.
BABA
BABA experienced huge sell off after earnings miss on the 18th Nov and has been free falling ever since. Even long term bulls of alibaba around me have started to get worried about whether the bottom is in yet. When BABA had a huge sell off after earnings miss, the fall did slow down and this are early signals of the selling pressure weakening. However due to low volume, it does also show there wasn't much buyers at those levels. It even broke through the 129 key support pretty easily which was the US China trade war lows.
However last friday, the signal was in for an incoming technical rebound after there was huge volume coming in yet it failed to break the key support of 108. Wick of candle is about 39% to the spread of the candle. This is usually a good sign that buyers are entering and supply is getting low. Which means a upside swing will be in motion soon. Currently as of the time of this post, HK BABA does seem to be rebounding and this are early signs for us on what is about to happen on the US market later on cash open.
However, this upside swing does not guarantee any overall trend reversal and can only be a short term swing. Thus do take note of the resistance levels to know your entry and exit points.
KWEB
Lastly onto KWEB, it has been in a consolidating trend since late july after it broke the 60 and 55 support in a huge sell off due to tech clampdown. My fibonacci level for a buy entry was at the 39 point. It was a long wait as I did thought we would go down quite soon after hitting 43 lows. However with the consolidation that happened over the few months hovering above 43 and below 55. It was looking more like an accumulation phase. Thus meaning 2 things, either a break up of the wedge to transit towards the mark up phase, or a break down of the wedge to activate the ''Spring'' before the mark up phase. Springs are usually a false break down to catch the stop losses of traders and shake out the final batch of people who are waiting to cut loss should it break the previous lows.
It broke down the wedge on 26th Nov and that was when I mentioned to keep a lookout on the 39 price point as it will very likely rebound there. If it rebounds off 36-39 price point and breaks back into the 43.40, we could very likely start to see the transition towards mark up phase. Similarly large volume day on friday with a rebound off the 39 key support level which was COVID sell off lows. Wick to spread is 45% and this is a huge signal of an incoming rebound due to lack of supply or demand overpowering supply. We call this the selling climax. This is a good set up for a swing to the upside.
Keep a look out on the resistance levels above to see if it does break back above to have a confirmation of the accumulation phase coming to an end and the transition to the mark up phase. If it doesnt break back above 43.40, this could mean the china internet stocks are not yet ready for a reversal of trend and could still see a lower bottom.
As always, trade safe & invest wise!
I will show some of my technical analysis that I have been doing on KWEB and also BABA.
BABA has been falling non stop from the start of the year and investors still do not know whether this current price is the bottom yet. KWEB the china internet ETF which holds about 50+ holdings mainly the big china tech stocks has always similarly suffered the sell off ever since the start of the year.
BABA has lost about 65% and KWEB about 62%. Both stocks are in bear market territory. If anyone were to tell you this 2 stocks could drop to current valuation last year, nobody would have even taken you seriously. However now that we have seen how a prices can drop 60% in a span of a year, people are starting to wonder when will this fall stop. However, we all know, stocks do not only go 1 direction. There will always be pullback and retracement from the overall trend. This is when swing trades are set up for good risk to reward ratio.
BABA
BABA experienced huge sell off after earnings miss on the 18th Nov and has been free falling ever since. Even long term bulls of alibaba around me have started to get worried about whether the bottom is in yet. When BABA had a huge sell off after earnings miss, the fall did slow down and this are early signals of the selling pressure weakening. However due to low volume, it does also show there wasn't much buyers at those levels. It even broke through the 129 key support pretty easily which was the US China trade war lows.
However last friday, the signal was in for an incoming technical rebound after there was huge volume coming in yet it failed to break the key support of 108. Wick of candle is about 39% to the spread of the candle. This is usually a good sign that buyers are entering and supply is getting low. Which means a upside swing will be in motion soon. Currently as of the time of this post, HK BABA does seem to be rebounding and this are early signs for us on what is about to happen on the US market later on cash open.
However, this upside swing does not guarantee any overall trend reversal and can only be a short term swing. Thus do take note of the resistance levels to know your entry and exit points.
KWEB
Lastly onto KWEB, it has been in a consolidating trend since late july after it broke the 60 and 55 support in a huge sell off due to tech clampdown. My fibonacci level for a buy entry was at the 39 point. It was a long wait as I did thought we would go down quite soon after hitting 43 lows. However with the consolidation that happened over the few months hovering above 43 and below 55. It was looking more like an accumulation phase. Thus meaning 2 things, either a break up of the wedge to transit towards the mark up phase, or a break down of the wedge to activate the ''Spring'' before the mark up phase. Springs are usually a false break down to catch the stop losses of traders and shake out the final batch of people who are waiting to cut loss should it break the previous lows.
It broke down the wedge on 26th Nov and that was when I mentioned to keep a lookout on the 39 price point as it will very likely rebound there. If it rebounds off 36-39 price point and breaks back into the 43.40, we could very likely start to see the transition towards mark up phase. Similarly large volume day on friday with a rebound off the 39 key support level which was COVID sell off lows. Wick to spread is 45% and this is a huge signal of an incoming rebound due to lack of supply or demand overpowering supply. We call this the selling climax. This is a good set up for a swing to the upside.
Keep a look out on the resistance levels above to see if it does break back above to have a confirmation of the accumulation phase coming to an end and the transition to the mark up phase. If it doesnt break back above 43.40, this could mean the china internet stocks are not yet ready for a reversal of trend and could still see a lower bottom.
As always, trade safe & invest wise!
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