Tigirs 会课讲好授教是好老师
48 posts
什么叫做真正的买方投资策略
在左侧底部最恐慌的时候，大批财经网红奔走踩踏的时候，这是我对于暴跌本质，增量资金来源以及明确的左侧买入信号的提示，在风险偏好下，关键性预测定海神针。
【自5月底以来已经提示，仓位管理/现金仓位/组合调整不要太集中，现在也要放低预期拉长时间线去在关键点位收集带血筹码，期间也要波动性去利用反弹波段减仓降低成本：引用】
如何收集包括价位和策略都在article专栏分享了。订阅者见上周的时间线内容。教育分享。
Tigris 会讲课教授是好老师@tig88411109
熬过酷夏，谁能为股市托底？接盘还要靠自己。 存储半导体高位大跌虽然有基本面的顾虑，但主要是去杠杆。这是前提。如何预测解读？ 很多财经媒体网红的最大逻辑在于事后诸葛亮，股价跌了就是AI泡沫了，存储崩了… 实际上这轮下跌和存储价格/HBM价格毛利长协价都没什么关系。主要是去杠杆。这里力度和时间怎么看。 特别是存储股ETF规模从高位下降3层，但相对存储市值依然偏高。高集中度/单一品种杠杆ETF/散户疯狂的短期看涨期权/保证金账户炒股/加上韩国政府监管，一点点基本面放大火上焦油的杠杆崩盘。 当然在仓位清算完成之前，正确的基本面也未必能够立即转化为正确的股价。市场现在调整的首先不是盈利分子，而是持有这些盈利预期所使用的杠杆。 如果100跌到90再涨回100，没损失。但是如果你3倍杠杆，跌30%，然后涨33%，最后结果是亏7%。这就是杠杆在市场波动震荡下的自然耗损。那么保证金压力上升，被迫平仓。然后进入负反馈。 当然，市场钱多的是。机构投资者比如量化对冲、传统养老和保险结构性减持，一旦财报季证伪结束，都会回补。 而更重要的是一年上万亿散户资金流入，在剧烈去杠杆结束下，如果宏观和地缘政治心态情绪放缓，整体通胀/就业可控，财富效应下会持续流入托底，这是需要配置AI科技的最大来源。 自5月底以来已经提示，仓位管理/现金仓位/组合调整不要太集中，现在也要放低预期拉长时间线去在关键点位收集带血筹码，期间也要波动性去利用反弹波段减仓降低成本。 关键要看财报证明AI投资有回报。我会持续跟进update分享财报公司解读深度
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[Just tried the seasonal wild blueberry granola from local bakery—crunchy, naturally sweet, zero added sugar, perfect for my morning yogurt bowl! 10/10 would grab a second bag next time ]，
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Join our campus Photography Club this Saturday 2pm at the Library Lawn! We’ll take casual shots, share tips, and grab snacks—all skill levels welcome! Tag a friend who loves capturing moments
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Cozy Sunday morning vibes: making warm oatmeal while golden sunlight streams through the window, no rush, just small happy moments at home.
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Tigirs 会课讲好授教是好老师 retweetledi
Warmest moments aren't the big trips, but the lazy Sunday afternoons at home: baking cookies with my little one, laughing when flour goes everywhere, and sharing a silly story before bed. Home is where the heart is, and today my heart is full.
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Tigirs 会课讲好授教是好老师 retweetledi
Just found my half-empty snack bag under the couch + spent 10 mins tidying the living room — small win for the day! #HouseholdWin，
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Just stole a warm, flaky croissant straight from the bakery rack on my way to class—crisp crust cracking, butter oozing slow, and my morning just got 10x better! ，
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Neighborhood win! Shared my homemade apple pie with the elderly couple next door—they gave me fresh veggies from their garden in return. Love this little daily warmth!，
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Level up your skills daily: 15 mins of focused practice beats 1 hour of distracted learning—consistency turns small steps into big wins!
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A stranger helped me carry my heavy groceries up three flights of stairs when my hands were full and my ankle hurt. Kindness turns a tough day around. Small acts mean everything.，
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Just hit send on my final thesis draft—this semester’s long grind is officially DONE!
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My fluffy tabby just curled up on my lap while I work These small, cozy moments are the best part of pet parent life.，
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Today’s small celebration: finally brewing the pumpkin spice latte that’s been in my pantry since September. Nothing fancy, just warm, sweet, and full of cozy fall vibes. #SmallJoyMoments
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