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再谈特斯拉股票
(2025-07-12 07:06:43)
前不久发过一篇我对特斯拉股票近期的观点： https://blog.wenxuecity.com/myblog/82610/202507/3536.html 今天再来详述一下： 特斯拉的核心竞争力，技术创新和品牌效应是其长期价值的关键驱动因素。特斯拉的FSD和AI项目（如Robotaxi和Optimus）虽然仍处于早期阶段，但如果成功落地，可能带来颠覆性增长。然而，这些项目的实现存在技术、监管和市场接受度等不确定性，需保持关注。 [阅读全文]
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Be Careful What You Wish For…
(2025-07-10 06:24:24)

BeCarefulWhatYouWishFor OnekeyreasonwhytheU.S.economyhasconsistentlyoutperformedJapanandGermanyisthatAmericahasamuchsmallermanufacturingsector. Sincetheearly2000s,chronicmanufacturingrecessionsinbothJapanandGermanycombinedwithintensifyingglobalcompetitionhavesignificantlyunderminedeconomicgrowthinbothcountries. So,isitreallyasmartstrategytotryandrebuildAmericasmanufacturingbase?Moreimport...[阅读全文]
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Complacency or Positive Market Action?
(2025-07-09 05:30:45)

ComplacencyorPositiveMarketAction? ThechartshowsthattheSP500isnotfarbelowitscyclicalhigh,despiteuncertaintyongeopolitical,tariffandfiscalfronts.Isthisunwarrantedinvestorcomplacencyorencouragingmarketaction?Muchdependsonthecyclicalmacrooutlook.Willitbeasoftlandingortariff-drivenstagflation? [阅读全文]
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投资的目的除了挣钱，对我而言更重要的是做自己比较擅长又喜欢的事情充满动力和内心的欢喜，passion的力量是无穷的
(2025-07-07 03:37:05)
当年申请出国时，90年代初在国内工资一个月150人民币，连出国机票都买不起.我姐大学毕业早，85年就在上海进出口公司工作收入不错，为我买了800美元的单程机票还换了600美元给我带到美国. 等我在金融公司工作后，也给我姐带来了巨大回报，我帮朋友在公司找到了实习位置，朋友2004年回囯创立基金公司任总经理雇了我姐作财务经理，算创始员工.这个基金公司做得很成功[阅读全文]
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关于特斯拉股票
(2025-07-06 12:59:59)
我第一笔是在2014年12块左右买入相当干现在3000股，后又陆续加仓. 买入第一笔后，14-19年5年几乎一分钱没涨，我也没有动摇对一龙和特斯拉的信心.这种信心主要来源于下面两个方面：? 1.?创新与技术领先：特斯拉在电动车（EV）、电池技术（如4680电池）、自动驾驶（FSD,FullSelf-Driving）以及人工智能领域的领先地位被认为是其核心竞争力。投资者对特斯拉不断推出新车型（如[阅读全文]
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Ray Dalio on BBB
(2025-07-04 16:49:14)

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In Silicon Valley, it is the summer of comp FOMO as Meta and Ope
(2025-07-03 12:29:01)
InSiliconValley,itisthesummerofcompFOMOasMetaandOpenAIoffertensofmillionsofdollarstoluretopAItalent ThehiringfrenzyofthepastfewweeksforeliteAItalenthasbeenonanentirelydifferentlevel. Techworkersnotgettingoffersarejealousandwondering,WhatamIdoingwrong?accordingtooneVC. Thebiddingwaristricklingdowntoclassrooms,wherecompaniesareencouraginginternstodropoutofschool. InSiliconValley...[阅读全文]
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Equities are spinning the same narrative as they climb
(2025-07-03 04:18:19)

EquitiesarespinningthesamenarrativeastheyclimbtheWallofWorryinthesharpestpivottorisk-oncyclicalitysince2020. Cantheykeepitup?HeadovertoAlpineMacrotofindoutwhyweviewQ2reportingseasonasoneofthespiciestcatalystsinrecentmemoryastheracetorightsizeexpectationsmeetsreality [阅读全文]
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渣打银行预测比特币Q4将到200k????
(2025-07-03 02:14:27)

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On average it has taken 512 trading days for stocks创新高在20%跌后
(2025-07-02 13:29:35)

Onaverage,ithastaken512tradingdaysforstockstoreachanewall-timehighfollowinga20%drawdown(measuredfromclosetolowincludingtoday'sdatapoint). Despiteextrememacroeconomicandpoliticaluncertainty,stockshaveformedthequickestV-shapedbottomsince1950withthenewalltimehighclosetoday. Asaresult,alternative/tacticalstrategiesmayonceagainfacecriticismfrombuy-and-holdinvestorswhohavewatchedtheirportfolio...[阅读全文]
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