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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/19/18 15:17 
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Joined: 10/22/09 14:08
Posts: 960
太牛了,佩服
now wrote:
SO FAR, 不负所选。
但BIO整体不够热。股市表现这么好,这里这些股票很多在200天均线下,缺乏与大牛共舞的英雄气魄。当然,等到几个一冲飞天也好。


now wrote:
JNCE & RDUS look good。


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/22/18 18:04 
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Joined: 9/8/11 22:41
Posts: 4739
EGRX 和EPZM应该还可以,我买了,不多,EGRX那时买的不好。今天加了些。EPZM价位买得也不好,并且也不多,应该是买少了。图形我喜欢。

now wrote:
egrx epzm ptla & flxn under observation. ptla & flxn favored by Conker.


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/22/18 18:40 
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Joined: 11/15/09 14:44
Posts: 1951
今天把jnce先出了,最近有点用力过猛,应该可以便宜点买回来


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/22/18 23:42 
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Joined: 9/8/11 22:41
Posts: 4739

koi wrote:
今天把jnce先出了,最近有点用力过猛,应该可以便宜点买回来


大牛市,大毛毛,抱紧点。IBB终于要冲击2015年的高点。反过来说去年我们选择了这样一个板块平均来说不是很好。信息和半导体才好,不过既然身在此山中,只好采得此山药。股市破地方,寻求热点,方显流氓本色。


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 11:04 
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Joined: 11/28/06 17:35
Posts: 211
被PTLA炸了。昨天94.x准备卖的。贪心了一点,差一点儿价,没卖成:(。还好仓位不大。把上次JUNO的好处差不多赔了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 11:06 
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Joined: 9/8/11 22:41
Posts: 4739
you mean pbyi?
try some cbi and mtor.


barbaragull wrote:
被PTLA炸了。昨天94.x准备卖的。贪心了一点,差一点儿价,没卖成:(。还好仓位不大。把上次JUNO的好处差不多赔了


Last edited by now on 1/24/18 11:08, edited 1 time in total

 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 11:07 
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Joined: 11/28/06 17:35
Posts: 211
对,谢宝哥更正。
now wrote:
you mean pbyi?

barbaragull wrote:
被PTLA炸了。昨天94.x准备卖的。贪心了一点,差一点儿价,没卖成:(。还好仓位不大。把上次JUNO的好处差不多赔了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 17:36 
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Joined: 9/8/11 22:41
Posts: 4739
今天减了加的那部分AMGN和GILD,最近两三年我几乎从来没感到它们ER好过。
重新做REGN

Image


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 17:40 
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Joined: 11/15/09 14:44
Posts: 1951
希望这个季度gild的hcv revenue 稳住了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/24/18 22:40 
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koi wrote:
希望这个季度gild的hcv revenue 稳住了

这个ER不会好,那个肝药治一个好一个并且还有竞争者。 但GILD应该表现还好, 我只是减少一部分,避免一个板块太重被MM冷不丁砸一下。


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/25/18 11:58 
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VERY NICE SWITCH。我认为流氓MM就是这样++--搞平衡。


now wrote:
今天减了加的那部分AMGN和GILD,最近两三年我几乎从来没感到它们ER好过。
重新做REGN

Image


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/25/18 13:05 
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Joined: 11/15/09 14:44
Posts: 1951

now wrote:

koi wrote:
今天把jnce先出了,最近有点用力过猛,应该可以便宜点买回来


大牛市,大毛毛,抱紧点。IBB终于要冲击2015年的高点。反过来说去年我们选择了这样一个板块平均来说不是很好。信息和半导体才好,不过既然身在此山中,只好采得此山药。股市破地方,寻求热点,方显流氓本色。
看来我出早了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/25/18 21:21 
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Joined: 9/8/11 22:41
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也没有什么了。一个板块整体不断推高,那是不常有的。赖在里面不出来,容易被MM一刀喀嚓掉,还不如早出来,重新做别的。比如这个TGTX挺好的,还有小板栗的PTLA也应该有潜力。几度夕阳红,每天都一样。

koi wrote:
看来我出早了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/25/18 22:35 
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Posts: 1951
RDUS 底下怎么走?回调一下还是继续上?
看来tgtx这次真的要往上冲了


 
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 Post subject: Re: 锦鲤渔图 2018
PostPosted: 1/25/18 22:59 
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Joined: 3/14/13 15:12
Posts: 7557
到月底前这几天, 短线的要注意. 长期养老保险基金年度资产重新再平衡需要在剩下的最后四个交易完成!未来几天,大量资金将流出股市,流入债券市场。 https://weibo.com/g23captain?refer_flag ... _&is_all=1


 
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