特斯拉最近的跌势只是反应了科技股的走弱
墨菲
2017-07-04
$特斯拉(TSLA)$虽然我是特斯拉的坚定空方，但认为拐点不可判断，特斯拉最近的优势只是反应了市场对科技股高估值的普遍忧虑。英伟达、京东、AMD、亚马逊这些热门股中，特斯拉并不是跌幅最大的。
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九格
2017-07-04
九格
它就是涨多了该回调了而已，M3还没出就能386，吓死人了
AllahuAkbar
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墨菲
:
才发现？
ronin
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墨菲
:
我觉得估值三年内上900亿。。
墨菲
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斗战胜佛巴菲特
:
我没胆，得亏炒股不是胆子比赛。
斗战胜佛巴菲特
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墨菲
:
你有胆一直做空两年内股价会到800但时候你会输得连裤头都没有
墨菲
:
炒股也好、投资也好、理财也好，本质都是估值的游戏。水平可以有高低，但是我自己没办法用其它视角看待这个游戏。还有，我有时候有三块屏看天优势，基本感受就是，热门股的交易跟纳斯达克的秒级趋同性太强，说明交易的主力根本不是人，是机构的机器人在交易。细思极恐，我觉的短期战胜机构的可能性机会越来越小。还只能研究企业是出路。
全部7条回复
odin73
2017-07-04
odin73
我个人不看好思科和英特尔。
墨菲
:
我同意你的看法，英特尔与思科都属于太阳落山型企业，他们的时代过去了，高通与德州企业也强不到哪去。物联网时代来了，他们大概率是受益者，我打包购买10万刀，就是作为配置组合用，算我对物联网板块的一个交代。
百万手速王
2017-07-04
百万手速王
想问一下对于因特尔和阿里巴巴的看法，是否估值合理？
墨菲
回复
百万手速王
:
都是小散，一声大佬让我情何以堪。因为我关注金融类企业阿瑞斯还算知道一点。能源行业因为看不清楚走向根本没关注。所以实在不好意思，这两只股票都说不出子丑寅午。
百万手速王
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墨菲
:
大佬对$阿瑞斯(ARCC)$ 和$Energy Transfer Partners(ETP)$ 这样的股票怎么看?低点买入的话税后年化差不多9%了
百万手速王
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墨菲
:
谢谢，英特尔目前确实没起色，打算找机会出掉
墨菲
:
英特尔我认为不会大跌，很难大涨，我把它作为没有找到合适标的物的过度股票：我选英尔特是认为物联网时代来临，芯片行业有大发展，ARM一定是赢家但是被孙正义私有化了。所以，我自己打包了四家龙头企业（思科、高通、德州仪器、英尔特）作为一个物联网组合来购买。这就是我的购买思路。但是，最近我可能会把英尔特调整出去。
墨菲
:
我没有阿里的股票，有2000股的英特尔的股票。先说阿里，阿里跟腾讯都很好，但是现在都是太像当年洛克菲勒的标准石油了，太垄断了，然后已经三千多亿的市值，人类历史还没有过万亿的企业呢，所以长期持有缺乏想象空间同时有很多政府限制它们的不确定性。
yudylaw
2017-07-04
yudylaw
一直在涨啊，哪里跌了？
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