Derek Chai
讚了
$Johnson & Johnson (JNJ.US)$ was gonna do a put but have feeling it'll go up its the oxy maker can't ever go down
3
Derek Chai
讚了
Alibaba's sale of Bilibili shares aligns with their vocal intent to refocus on core business. Bilibili, facing competition and experiencing a sales decline, lies outside Alibaba's expertise.
7
1
Derek Chai
讚了
$台積電 (TSM.US)$
我的兩大重倉股分別是tsm和unh。倉位都是20%。今天一漲一跌。
沒注意到什麼重大事件啊,台積電是不是有什麼重大利好,我錯過了什麼嗎?不過無所謂了,想搞ai,無論是買英偉龘的,還是amd的,還是自研芯片,最後不都是要找台積電生產沒有台積電,ai產業直接撲街,這才是真正的老大哥。我反而覺得台積電漲的太保守了。不過我已經有了這麼多倉位,就不打算繼續加倉了。一隻股票持有20%,已經挺激進的了。
$聯合健康 (UNH.US)$ 這邊,又跌了一點,消息面是黑客供給 真是太搞笑了。看來要認真考慮重倉網絡安全
$網絡安全ETF-Global X (BUG.US)$
去年夏天我曾短期投機過panw,賺了10%就跑了,回想,真是要拍斷大腿
$Palo Alto Networks (PANW.US)$
但是現在想想,網絡安全這東西,押注一家公司,不如買行業etf。做安全的公司,最怕自己不安全。萬一某個公司出個什麼bug,客戶紛紛跑了,那就完了。但是行業需求在這裏,a公司跑了的客戶,一定會去b公司,但我不...
我的兩大重倉股分別是tsm和unh。倉位都是20%。今天一漲一跌。
沒注意到什麼重大事件啊,台積電是不是有什麼重大利好,我錯過了什麼嗎?不過無所謂了,想搞ai,無論是買英偉龘的,還是amd的,還是自研芯片,最後不都是要找台積電生產沒有台積電,ai產業直接撲街,這才是真正的老大哥。我反而覺得台積電漲的太保守了。不過我已經有了這麼多倉位,就不打算繼續加倉了。一隻股票持有20%,已經挺激進的了。
$聯合健康 (UNH.US)$ 這邊,又跌了一點,消息面是黑客供給 真是太搞笑了。看來要認真考慮重倉網絡安全
$網絡安全ETF-Global X (BUG.US)$
去年夏天我曾短期投機過panw,賺了10%就跑了,回想,真是要拍斷大腿
$Palo Alto Networks (PANW.US)$
但是現在想想,網絡安全這東西,押注一家公司,不如買行業etf。做安全的公司,最怕自己不安全。萬一某個公司出個什麼bug,客戶紛紛跑了,那就完了。但是行業需求在這裏,a公司跑了的客戶,一定會去b公司,但我不...
已翻譯
6
11
Derek Chai
讚了
🎯 第3期結果將於2024年第一季發布...
$輝瑞 (PFE.US)$ 第3期
$Palatin Technologies (PTN.US)$ 第3期
$Annovis Bio (ANVS.US)$ 第3期
$BioCardia (BCDA.US)$第三期
$Atea Pharmaceuticals (AVIR.US)$第三期
$Ironwood醫藥 (IRWD.US)$第三期
$阿里拉姆制藥 (ALNY.US)$第三期
$Axsome Therapeutics (AXSM.US)$第三階段
$ $Novocure (NVCR.US)$第三階段
$羅氏(ADR) (RHHBY.US)$第三階段
$FibroGen (FGEN.US)$第三階段
$阿卡迪亞 (ACAD.US)$第三階段
$Sellas Life Sciences (SLS.US)$...
$輝瑞 (PFE.US)$ 第3期
$Palatin Technologies (PTN.US)$ 第3期
$Annovis Bio (ANVS.US)$ 第3期
$BioCardia (BCDA.US)$第三期
$Atea Pharmaceuticals (AVIR.US)$第三期
$Ironwood醫藥 (IRWD.US)$第三期
$阿里拉姆制藥 (ALNY.US)$第三期
$Axsome Therapeutics (AXSM.US)$第三階段
$ $Novocure (NVCR.US)$第三階段
$羅氏(ADR) (RHHBY.US)$第三階段
$FibroGen (FGEN.US)$第三階段
$阿卡迪亞 (ACAD.US)$第三階段
$Sellas Life Sciences (SLS.US)$...
已翻譯
16
Derek Chai
參與了投票
$亞馬遜 (AMZN.US)$
Amazon has been relentlessly pursuing a healthcare operation for the past several years, with a pileup of failures to show for its efforts.
That was, at least, until the pandemic hit.
The global outbreak of COVID-19 was a eureka moment for the tech and ecommerce giant, which led to the more coordinated health operation the company is building out today.
That's according to four Amazon health chief medical officers who gathered toge...
Amazon has been relentlessly pursuing a healthcare operation for the past several years, with a pileup of failures to show for its efforts.
That was, at least, until the pandemic hit.
The global outbreak of COVID-19 was a eureka moment for the tech and ecommerce giant, which led to the more coordinated health operation the company is building out today.
That's according to four Amazon health chief medical officers who gathered toge...
9
1
Derek Chai
讚了
$SPDR 標普500指數ETF (SPY.US)$ 8:50 am Fed Gov. Lisa Cook
9:45 am S&P flash U.S. services PMI
9:45 am S&P flash U.S. manufacturing PMI
10:00 am Boston Fed President Collins
1:00 pm Minneapolis Fed President Neel Kashkari
1:00 pm San Francisco Fed President Mary Daly
$標普500指數 (.SPX.US)$ $特斯拉 (TSLA.US)$ $美國超微公司 (AMD.US)$ $阿里巴巴 (BABA.US)$
9:45 am S&P flash U.S. services PMI
9:45 am S&P flash U.S. manufacturing PMI
10:00 am Boston Fed President Collins
1:00 pm Minneapolis Fed President Neel Kashkari
1:00 pm San Francisco Fed President Mary Daly
$標普500指數 (.SPX.US)$ $特斯拉 (TSLA.US)$ $美國超微公司 (AMD.US)$ $阿里巴巴 (BABA.US)$
6
1