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能抄底游轮吗?
Carnival Corp.嘉年华公司(CCL)4月1日股价下跌33.2%,是有史以来的最大单日跌幅,收盘于8.8美元,是1993年以来的最低价。我们认为当前“抄底”还较为冒险,风险偏好较高的投资者可以小心尝试。航空、餐饮、酒店、奢侈品等其他跌幅较大的行业可能更有空间。…
Apr 3, 2020
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Mei
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能抄底游轮吗?
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Zoom Video: Normal correction, long term bullish, and some other WFH plays
Zoom Video (ZM) stock price dropped 11% on Thursday April 2, the biggest single day correction throughout its one-year history of being a public…
Apr 3, 2020
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Mei
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Zoom Video: Normal correction, long term bullish, and some other WFH plays
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March 2020
Great Cessation
危机与停摆,保障与活力
Mar 27, 2020
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Mei
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Great Cessation
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Leadership
谁能领导抗疫,谁在领先寻底
Mar 24, 2020
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Mei
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Leadership
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Wartime II
(LV牌洗手液,价格零欧元。Financial Times…
Mar 22, 2020
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Mei
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Wartime II
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Wartime
…
Mar 19, 2020
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Mei
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Wartime
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Shelter in place
我也可以开始写“封城日记”了
Mar 17, 2020
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Mei
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Shelter in place
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What you want is not what you need
…
Mar 16, 2020
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Mei
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What you want is not what you need
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We are not there yet
…
Mar 15, 2020
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Mei
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We are not there yet
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We will go through this
…
Mar 12, 2020
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Mei
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We will go through this
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Capitulation or what
…
Mar 9, 2020
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Mei
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Capitulation or what
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China leads
The tragical deterioration of Covid-19 in Europe and the US in the past 2 weeks has reinforced confidence of Chinese people, not only on the V-shape…
Mar 9, 2020
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Mei
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China leads
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