m850331
讚了
$特斯拉 (TSLA.US)$ $英偉達 (NVDA.US)$ $Faraday Future Intelligent Electric Inc. (FFIE.US)$ $Rivian Automotive (RIVN.US)$
美股解读视频可以看看，特斯拉、英伟达、FFIE、RIVN都有讲解到
美股解读视频可以看看，特斯拉、英伟达、FFIE、RIVN都有讲解到
1
m850331
讚了
$以星航運 (ZIM.US)$ short interest其实很有意思。5月底的9.8%。从K来看，无论是通过broker做空然后对敲来出货还是真的就6月5日直接卖，出货都是6月之后。所以大股东出货的10%，硬是被多头吃下来了。这意味着做多的机构仍然很坚决。20这里的卖盘也就算消化掉了。下一个筹码密集区是个26到30。届时可以部分取利看看![]()
。
聪明熊熊3、4月已经取利跑掉了；这个时候做空其实很不明智。运价去年跟屎一样，因为之前贷款便宜和环保要求，船公司订造了很多新船。现在只有中国的船公司因为贷款便宜，下饺子。但事实上，就算船多，缺海员，尤其缺资深海员。海员钱多，老婆漂亮，9个月在海上，强国的特色，隔壁老王。换句话说即使未来供需逆转。也很难出现运价大跌的现象。
聪明熊熊3、4月已经取利跑掉了；这个时候做空其实很不明智。运价去年跟屎一样，因为之前贷款便宜和环保要求，船公司订造了很多新船。现在只有中国的船公司因为贷款便宜，下饺子。但事实上，就算船多，缺海员，尤其缺资深海员。海员钱多，老婆漂亮，9个月在海上，强国的特色，隔壁老王。换句话说即使未来供需逆转。也很难出现运价大跌的现象。
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m850331
表達了心情並評論了
$Summit Therapeutics (SMMT.US)$
Summit just in-licnesed the drug from Akeso for US, EU, Japan, etc rights. So far only Akeso annouces a postive H2H trial in China only, exact data to be seen at ASCO. the question is whether to trust a pure China developed novel molecules given China’s credibility issue in medical area
Summit just in-licnesed the drug from Akeso for US, EU, Japan, etc rights. So far only Akeso annouces a postive H2H trial in China only, exact data to be seen at ASCO. the question is whether to trust a pure China developed novel molecules given China’s credibility issue in medical area
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m850331
評論了
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m850331 : 為什麼MAGA支持者使用中國的交易平台？根本不美國。