| Author |
Message |
| now |
Post subject: Re: 药股王  Posted: 1/3/18 13:42 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
我现在买就得卖别的，所以换得不多。除了前面提到的AUPH今天又做了一下MNKD，PBYI，前些天还加了一下IONS。想做JUNO，CLVS。你推荐一下治癌药股。
koi wrote: 宝哥，祝你今年账户屡屡新高 8-）
感觉今年中小药股应该表现不错，你不再来一点？
|
|
| |
|
 |
| koi |
Post subject: Re: 药股王 Posted: 1/3/18 21:37 |
|
Joined: 11/15/09 14:44
Posts: 1951
|
|
低风险的我喜欢板栗哥的zlab,风险高的我有imgn,tgtx,tril
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/3/18 23:49 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
koi wrote: 低风险的我喜欢板栗哥的zlab,风险高的我有imgn,tgtx,tril
zlab I rather wait another 3 months to consider.
tril looks not bad.
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/4/18 00:05 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.
luckalways wrote: 没错,板块转得快还大,很不适应. 哪个板块还没有大动过?
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/5/18 22:54 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
判断板块比个股容易很多。比如这个判断是以XLV为基础。可是XLV里什么杂牌都有医保医院制药卖药手术刀二道贩子无所不包。XLV好，BIO不会太差，但不是100%正相关。
now wrote: recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.
luckalways wrote: 没错,板块转得快还大,很不适应. 哪个板块还没有大动过?
|
|
| |
|
|
| luckalways |
Post subject: Re: 药股王 Posted: 1/17/18 13:20 |
|
Joined: 2/9/11 02:12
Posts: 151
|
还有什么收购题材?会是今年主题.
now wrote: 判断板块比个股容易很多。比如这个判断是以XLV为基础。可是XLV里什么杂牌都有医保医院制药卖药手术刀二道贩子无所不包。XLV好，BIO不会太差，但不是100%正相关。
now wrote: recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.
luckalways wrote: 没错,板块转得快还大,很不适应. 哪个板块还没有大动过?
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/17/18 20:40 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
这东西只能巧遇。。
luckalways wrote: 还有什么收购题材?会是今年主题.
now wrote: 判断板块比个股容易很多。比如这个判断是以XLV为基础。可是XLV里什么杂牌都有医保医院制药卖药手术刀二道贩子无所不包。XLV好，BIO不会太差，但不是100%正相关。
now wrote: recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/22/18 10:51 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
|
花街流氓去年10月BIO的大跌，就是为了这个月的M&A。上当了，尽管我保留大部分HOLDINGS，但感觉SO SO。
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/26/18 11:43 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
|
今天大BIO突然发力有些出乎医疗。今天主要靠BIO和INTC拉我的账户了。大部分东西在大部分情况下都是陪衬。
|
|
| |
|
|
| koi |
Post subject: Re: 药股王 Posted: 1/26/18 13:57 |
|
Joined: 11/15/09 14:44
Posts: 1951
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/26/18 17:03 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
now wrote: 今天大BIO突然发力有些出乎医疗。今天主要靠BIO和INTC拉我的账户了。大部分东西在大部分情况下都是陪衬。
尽管具体操作仍然不尽意但是，今天BIO和INTC可以熬鸡PARTY了。
|
|
| |
|
|
| 常将军 |
Post subject: Re: 药股王 Posted: 1/26/18 22:32 |
|
Joined: 6/25/10 17:32
Posts: 6300
|
|
biotech被打压了三年多了， 是不是轮到biotech飚一波了？
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/26/18 22:37 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
如此甚是。今天药股SUPERNOVA，连PFE都大涨。
常将军 wrote: biotech被打压了三年多了， 是不是轮到biotech飚一波了？
|
|
| |
|
|
| koi |
Post subject: Re: 药股王 Posted: 1/29/18 13:51 |
|
Joined: 11/15/09 14:44
Posts: 1951
|
|
| |
|
|
| now |
Post subject: Re: 药股王 Posted: 1/29/18 13:59 |
|
Joined: 9/8/11 22:41
Posts: 4741
|
amgn, gild, cheers.
koi wrote: 最近gild真猛，2月6号季报
|
|
| |
|
|
Who is online |
Users browsing this forum: No registered users and 2 guests |
|
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum
|
|
FAQ
登录
Register
