m*****i
发帖数: 4342 | | l********g
发帖数: 5070 | 2 几天前大盘猛的时候就吓得COVER了，现在哪还有熊啊，空仓也不敢烧哇 | m*****i
发帖数: 4342 | 3 Did you cover the MTG this morning? It was down quite a bit at open.
【在 l********g 的大作中提到】
: 几天前大盘猛的时候就吓得COVER了，现在哪还有熊啊，空仓也不敢烧哇
| b******r
发帖数: 16603 | | r******s
发帖数: 519 | | c******e
发帖数: 25 | | l********g
发帖数: 5070 | 7 谢菜牛关心，我实在是没有这么神能预测到，我只知道大盘实在太猛，昨天盘后就
COVER了，早上闪跌的时候再SHORT了，反弹的时候COVER改LONG了，折腾了一天，回了
点本全出了，我这青蛙就不SHORT了，改LONG了，但NCT也不DIP一下我也不敢进，大盘
我也很担心，MMM...空仓了
【在 m*****i 的大作中提到】
: Did you cover the MTG this morning? It was down quite a bit at open.
| m*****i
发帖数: 4342 | 8 Right now, I focus on LDK/YGE. LDK is highly leveraged. YGE has relative
higher P/E.
I almost DT JASO/LDK/YGE/SOL every day over the last two months, mainly in
the short side. It's been working very well:).
Notice, SOLR's order is still very strong. These stupid chinese solar
companies are still increase the capacity dramatically like no tomorrow.
I do notice the rate of solar panel price decline is moderate over last two
weeks.
【在 b******r 的大作中提到】
: 菜牛对JASO怎么看？
|
|
