狮山巡礼
投资杂谈
博文
(2025-09-23 00:48:17)
https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711?i=1000727851161
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(2025-09-22 15:52:17)
? 第一点也是最重要的一点是公司的fundamental,只能买有strongfundamentalandhighestupside的公司. 第二点entryprice,尽量在股票有dip和没有bigspike时买进. 第三enoughtimebuffer,至少一年或以上，即使好的股票也可能有upanddown,留足够时间可以ridethroughdowntime. 用PLTR为例，我在股票70当时买进26年元月85call,在4月份大跌120左右时加了26年元月140call.
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(2025-09-22 07:02:08)
Goldisastrategichedgeagainstinflationandgeopoliticalinstability,buthighU.S.interestratesmayconstrainitsshort-termperformance.Asanon-yieldingasset,goldsvalueissensitivetotheopportunitycostofholdingit,whichisdirectlytiedtointerestrates.
KeyDrivers
1.InflationExpectations:ATailwindforGold????
WithU.S.inflationexpectedtoremainuncomfortablyhigh,goldsroleasaninflationhedgeishighlyrelevant....[阅读全文]
WithU.S.inflationexpectedtoremainuncomfortablyhigh,goldsroleasaninflationhedgeishighlyrelevant....[阅读全文]
(2025-09-22 06:51:02)
(2025-09-22 04:56:19)
AsIgetolder,mymemorygetsalittlefoggier.Thatbeingsaid,IbelieveitwasatlunchatarestaurantnearourofficeonFriday,March6th,2009,whenIandthethenthreeothermembersoftheMarketInsightsTeam,Andy,MarleneandJerry,madeabet.Thatday,althoughwedidntknowitatthetime,thestockmarkethititsfinancialcrisislowandthebetconcernedhowlongitwouldtakeforthemarkettorecoveritslosses.Beingthemostoptimisticofthefourofusatthetim...[阅读全文]
(2025-09-22 04:15:42)
WhilethemarketisfocusingontheneartermU.S.labormarketweakeningandnumbersofratecutsin2025,investorsshouldlookaheadto2026,amorelikelyscenarioofgrowthre-accelerating,UERfallingbackandunderlyinginflationbeingsticky,forcingtheFedtocontemplateratehikebyyearend,areminiscentoflate1998-1999event.ThemaindifferenceisthattheFedwasforcedtoreversethe1998cutsonstronggrowth/TMTbubbleversuspersistenthighinflationno...[阅读全文]
(2025-09-22 03:23:17)
刚刚，加密货币集体大跳水！ 数据显示，过去24小时，主流加密货币价格集体走低，市场整体出现短时急跌，BTC、ETH、DOGE等跌幅明显。 Coinglass数据显示，截至发稿，过去24小时内，加密货币市场共有40.62万人被爆仓，爆仓总金额达16.78亿美元。其中，多单爆仓达15.95亿美元，空单爆仓为8343.54万美元。 爆仓热力图显示，被爆仓账户主要涉及ETH和BTC，分别达4.77亿美元和2.8[阅读全文]
(2025-09-22 02:01:12)
大象起舞，不止发生在美股。
年初市值超过1.5万亿港币的阿里巴巴，今年以来的涨幅已经接近翻倍。上周，阿里巴巴股价在创下近4年来的新高后，市值也重新站上3万亿的关口。
这并不是一件容易的事。
重回上升通道的背后，是阿里不吝投入同时举兵AI和外卖新旧两大战场，以及一度隐退的创始人马云时不时以超绝不经意的方式回归到公众视野中央。
自2020[阅读全文]
(2025-09-22 01:46:58)
? Priorbubblesshowthecurrenthypetradeshouldhaveroomtorunhigherinbothpriceandvaluation.
? TechnologystockskeeppushingtheSP500torecordhighsandmanyonWallStreetdon'tseethattrendstoppinganytimesoon. InanotetoclientsonFriday,BankofAmericaGlobalResearchchiefinvestmentstrategistMichaelHartnettwriteshowtheMagnificent7techstocks-Apple,Alphabet_GOOGL-0.27...,MicrosoftMSFT-0.38%VAmazonAMZN+0....[阅读全文]
(2025-09-22 01:33:46)
Thebroadermarketkeepsroaringbuttransportationstockshavebeenleftbehind.Thatsapotentiallyworrisomesign,
Tosaythatthisisaragingbullmarketwouldbesellingthisrecentrallyshort.TheDowJonesIndustrialAverage,theSap500,andtheNasdaqCompositeallnotchednewall-timehighsagainonFriday.Heck,eventhesmall-capbenchmarkRussell2000,whichhaslaggedbehinditslargercapbrethrenforsometimenow,hitarecordcloseThursday,itsfir...[阅读全文]
Tosaythatthisisaragingbullmarketwouldbesellingthisrecentrallyshort.TheDowJonesIndustrialAverage,theSap500,andtheNasdaqCompositeallnotchednewall-timehighsagainonFriday.Heck,eventhesmall-capbenchmarkRussell2000,whichhaslaggedbehinditslargercapbrethrenforsometimenow,hitarecordcloseThursday,itsfir...[阅读全文]
