EPISODE · Dec 4, 2024 · 1H 4M
E09.不卖恐慌，买在未来，和中国资产一起成长！
from 价投夹到头
牛牛守护中国资产牛市！ 怎么看PDD和美团的财报，股价？ 坚定认为：市场有效 中概的高波动：制造波动的人就是想收割流动性。 如何应对高波动： 不（在第一天）接飞刀 不卖恐慌 GTO&风险中性 Peter 交易系统 财报的边际变化和远期展望决定估值倍数 不确定性决定了风险折价和买盘强度 量的斜率变化取决于两点 经营的改善 逻辑变化 多观察市场叙事的边际变化，买在未来而不是买在现在。 ps：这周末在深圳雪球嘉年华现场的朋友，可以抽空见面聊聊。在小宇宙查看该单集文稿
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E09.不卖恐慌，买在未来，和中国资产一起成长！
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