c*****k 发帖数: 2080 | 1 今天盘尾如果跌过100点,俺觉得中期跌势就确立了。
昨天的涨不可怕,也没什么意外,就是有些苯manager要put money to work。
long方面,俺说过的,现在的第一放心中长期pick是BA, kaka。胆子大的,有比例上
点保险类。
short方面,到处都是。估计搞指数也小行。 |
j*********g 发帖数: 3826 | 2 100點有什么說道呢?
【在 c*****k 的大作中提到】 : 今天盘尾如果跌过100点,俺觉得中期跌势就确立了。 : 昨天的涨不可怕,也没什么意外,就是有些苯manager要put money to work。 : long方面,俺说过的,现在的第一放心中长期pick是BA, kaka。胆子大的,有比例上 : 点保险类。 : short方面,到处都是。估计搞指数也小行。
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c*****k 发帖数: 2080 | 3 今天的跌幅如果比较大的话,那昨天建立的sentiment就被break乐。 小幅的话,还可
以看做是大涨之后的调整。
【在 j*********g 的大作中提到】 : 100點有什么說道呢?
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b*****n 发帖数: 3774 | 4 为啥金融今天那么强呢?我有一点citi潜水一点bac浮盈,仓位都在10%以下,可以拿着
么?还是应该套利?多谢 |
b******t 发帖数: 126 | 5 看这势头今天是猪.应该不会出现上周收盘的瞬间大跌吧.我的spy put全都进水了, 555.
【在 c*****k 的大作中提到】 : 今天的跌幅如果比较大的话,那昨天建立的sentiment就被break乐。 小幅的话,还可 : 以看做是大涨之后的调整。
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l**t 发帖数: 10440 | 6 I almost in, but give up finally
may need be more patient...
555.
【在 b******t 的大作中提到】 : 看这势头今天是猪.应该不会出现上周收盘的瞬间大跌吧.我的spy put全都进水了, 555.
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c*****k 发帖数: 2080 | 7 good decision.
the last hour pick up still shows the strength of the market. There are too
many events in the next few days, so far looks market will respond
positively.
finance and commodity may be the place to trade long.
【在 l**t 的大作中提到】 : I almost in, but give up finally : may need be more patient... : : 555.
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c****l 发帖数: 1693 | 8 这个归我,没你什么事。
too
【在 c*****k 的大作中提到】 : good decision. : the last hour pick up still shows the strength of the market. There are too : many events in the next few days, so far looks market will respond : positively. : finance and commodity may be the place to trade long.
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l**t 发帖数: 10440 | 9 actually, it is finance stopped me into SPY puts, hehe
too
【在 c*****k 的大作中提到】 : good decision. : the last hour pick up still shows the strength of the market. There are too : many events in the next few days, so far looks market will respond : positively. : finance and commodity may be the place to trade long.
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c*****k 发帖数: 2080 | 10 不妙啊,怎么有种黑云压城的感觉。
把BA卖了,剩下的基本都是是short了。
【在 c*****k 的大作中提到】 : 今天盘尾如果跌过100点,俺觉得中期跌势就确立了。 : 昨天的涨不可怕,也没什么意外,就是有些苯manager要put money to work。 : long方面,俺说过的,现在的第一放心中长期pick是BA, kaka。胆子大的,有比例上 : 点保险类。 : short方面,到处都是。估计搞指数也小行。
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c****l 发帖数: 1693 | 11 又开始放炮了,除非联储加息,你这反革命绝无翻身机会。
【在 c*****k 的大作中提到】 : 不妙啊,怎么有种黑云压城的感觉。 : 把BA卖了,剩下的基本都是是short了。
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c*****k 发帖数: 2080 | 12 嘿嘿,走者瞧。反正盘尾买了EEV。
【在 c****l 的大作中提到】 : 又开始放炮了,除非联储加息,你这反革命绝无翻身机会。
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c****l 发帖数: 1693 | 13 明天开盘1小时你就找不着北了。
【在 c*****k 的大作中提到】 : 嘿嘿,走者瞧。反正盘尾买了EEV。
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J******n 发帖数: 307 | 14 C帅,今天会不会为明天好的失业数据做准备?还是为坏的?
【在 c*****k 的大作中提到】 : 嘿嘿,走者瞧。反正盘尾买了EEV。
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c*****k 发帖数: 2080 | 15 这会失业数据不重要,大盘的方向性比较强。
这几天比较明显的是fund在调整,出tech,进金融及商品。明天的失业数据不应该给这
个计划增加多少变数。
【在 J******n 的大作中提到】 : C帅,今天会不会为明天好的失业数据做准备?还是为坏的?
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c****l 发帖数: 1693 | 16 那还跌个毛的。
【在 c*****k 的大作中提到】 : 这会失业数据不重要,大盘的方向性比较强。 : 这几天比较明显的是fund在调整,出tech,进金融及商品。明天的失业数据不应该给这 : 个计划增加多少变数。
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c*****k 发帖数: 2080 | 17 球,我也没说跌。抬头看。
今天早上的-70已经跌过了。bidu/goog已经狗屎了。
【在 c****l 的大作中提到】 : 那还跌个毛的。
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c****l 发帖数: 1693 | 18 靠,70点也算。
【在 c*****k 的大作中提到】 : 球,我也没说跌。抬头看。 : 今天早上的-70已经跌过了。bidu/goog已经狗屎了。
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g***t 发帖数: 1279 | |
J******n 发帖数: 307 | 20 C帅觉得现在买goog等er合适吗?
【在 c*****k 的大作中提到】 : 球,我也没说跌。抬头看。 : 今天早上的-70已经跌过了。bidu/goog已经狗屎了。
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c*****k 发帖数: 2080 | 21 I don't know.
Based on my current traffic and CPC price reading, GOOG's revenue growth
will more likely in 18~20% range (~5B versus 4.87B estimate), so there is
little doubt there GOOG will beat the estimate.
Part I am not sure is its current price level, with current PE of 26 and FWE
of 23, and considering its current size, I would definitely not long the
stock. In $500 range, maybe.
TA wise, the recent sell off is not pretty, both the depth and volume have
been too big to treat as a small pull
【在 J******n 的大作中提到】 : C帅觉得现在买goog等er合适吗?
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J******n 发帖数: 307 | 22 C帅,什么是CPC price reading?可否透露你是如何估算goog的revenue?
FWE
【在 c*****k 的大作中提到】 : I don't know. : Based on my current traffic and CPC price reading, GOOG's revenue growth : will more likely in 18~20% range (~5B versus 4.87B estimate), so there is : little doubt there GOOG will beat the estimate. : Part I am not sure is its current price level, with current PE of 26 and FWE : of 23, and considering its current size, I would definitely not long the : stock. In $500 range, maybe. : TA wise, the recent sell off is not pretty, both the depth and volume have : been too big to treat as a small pull
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c*****k 发帖数: 2080 | 23 charge per click.
98% of Goog's revenue comes from its top/right side ad link, when user
clicked the link, google earns money from the advertisers (ad owner). so
there are 2 way google can improve the revenue:
1. get more people click the ads
2. improve the charge per click.
based on what I read, the search traffic growth for 4th Q is about 12~15%,
the cpc improvement is about 13~15%, so overall, you can get Google possible
revenue growth.
some other things I am not sure is a) international grow
【在 J******n 的大作中提到】 : C帅,什么是CPC price reading?可否透露你是如何估算goog的revenue? : : FWE
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c****l 发帖数: 1693 | 24 goog出完手机就歇菜了,现在就等苹果的itablet,稍有不满意就砸烂苹果。
FWE
【在 c*****k 的大作中提到】 : I don't know. : Based on my current traffic and CPC price reading, GOOG's revenue growth : will more likely in 18~20% range (~5B versus 4.87B estimate), so there is : little doubt there GOOG will beat the estimate. : Part I am not sure is its current price level, with current PE of 26 and FWE : of 23, and considering its current size, I would definitely not long the : stock. In $500 range, maybe. : TA wise, the recent sell off is not pretty, both the depth and volume have : been too big to treat as a small pull
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c******g 发帖数: 1611 | 25 this is good one and quantitived turkey fa.
i can not get these related data easily except waiting for some report, you
have good resource to leverage ..
possible
【在 c*****k 的大作中提到】 : charge per click. : 98% of Goog's revenue comes from its top/right side ad link, when user : clicked the link, google earns money from the advertisers (ad owner). so : there are 2 way google can improve the revenue: : 1. get more people click the ads : 2. improve the charge per click. : based on what I read, the search traffic growth for 4th Q is about 12~15%, : the cpc improvement is about 13~15%, so overall, you can get Google possible : revenue growth. : some other things I am not sure is a) international grow
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