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GinZhang Private ID: 70179608
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    GinZhang commented on
    $NIO Inc(NIO.US)$
    NIO財報並不差,虧損較上期擴大原因是投入研發。這是好事,試問Tesla虧了多久的錢?燒掉美國政府多少補助?沒有過去的研發投入就沒有今天的領先,這是成長型公司的必要之惡,反而讓我對NIO更有信心。這虧損對於短線是利空,但對於長線則是利多,端看你是哪種投資人而定,這也是考驗你是否為長期投資者的時刻。
    最近的下跌主因為去年至今股市漲太多,成長型股隨便投隨便漲,物極必反,市場不管是擔心經濟過熱通膨,政府利多出盡,主要都還是因之前漲太多,需要修正PE偏高的股票也就是成長型股票。所以不只蔚來,成長型股平均都跌掉20 percent以上,這時每個人都需重新考慮自己的投資組合,這也是考驗持股信仰的時候,需問自己如果股價掉一半你還睡得著並相信明天會更好者可以持有,如果只是想漲一波就賣者則該考慮出清留現金。
    我成本仍在56,長期持有,做好心理準備,等待加倉時機。
    單純心得分享,願者聽,不同意見可以陳述討論但不用攻擊。
    考驗持股者信仰的時刻
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    GinZhang commented on
    $NIO Inc(NIO.US)$ Can someone tell me why financial reports fall when they are so good? inexplicable!! Let's fall! I have the ability to drop to zero
    Translated
    6
    GinZhang commented on
    $NIO Inc(NIO.US)$ It's so fun to watch him keep falling
    Translated
    3
    Li Auto Inc today announces that the $Li Auto(LI.US)$delivered 2,300 Li ONEs in February 2021, representing a 755% year-over-year increase, which took cumulative Li ONE deliveries to 41,276.
    Meanwhile, XPeng also announces that $XPeng(XPEV.US)$delivered a total of 2,223 Smart EVs in February 2021 and vehicle deliveries in January and February 2021 combined represented a 577% increase year-over-year.
    $NIO Inc(NIO.US)$declined 6% after its Q4 earnings...
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