73993739
評論了
$超微電腦 (SMCI.US)$ 大家回看一下一週前的評論，幾乎都是建議拋售，再不賣就晚了，這個票肯定delist，etc。別人恐懼我…我貪婪。既然選擇了，就堅持下去。我的分析：1.smci的客戶和訂單是真實存在的 2.大的機構並未集體拋售 3. AI發展迅速，逆水行舟不進則退，something or nothing ,相信smci爛，但不至於爛到如評論區所說。
已翻譯
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73993739
評論了
$波音 (BA.US)$ 從來沒明白為什麼這支股票會價值這麼高，幾乎和空中巴士的價格一樣，當這間公司虧損那麼多像大便一樣哈哈
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73993739 樓主 pootpoot : 本是会计出身，我不相信四大就这么干净。上市公司嘛，天下乌鸦一般黑。换个角度，财务造假不等于企业的价值为0，投资的逻辑是基于对企业基本面的了解，高估or低估，选择适当入场的时机，加上耐心，相信会有收获的。求稳的，可以选择KO，JNJ, UPS 和NKE。