操作策略控制仓位在_老虎社区_美港股上老虎

操作策略

控制仓位在六成左右，避开高位拥挤科技赛道。聚焦资金调仓方向，布局估值合理、业绩确定的消费（食品饮料、医药）及新质生产力相关板块。短线遵循“买横不买竖”原则，回避高换手热门股；中长期可借调整优化配置，逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损，不盲目追高，把握板块轮动中的结构性机

个人观点，仅供参考！不作为投资建议。

欢迎点赞、收藏加关$上证指数(000001.SH)$ $清水源(300437)$ $欢乐家(300997)$ $清水源(300437)$

谷歌逼近4万亿！现在更看好谷歌or Meta？

谷歌，今年“8巨头”中飞速暴涨的股票，市值目前已经超过超过微软，位列前三，逼近苹果。高盛表示，尽管今年AI表现抢眼，但2026年AI依然是市场投资主线。【如果AI依然强劲，一直踩中风口的谷歌，还会是明年的“黑马”吗？而估值排名靠后，周四涨超3%的Meta，你会更看好吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

HiTALK
11-11
HiTALK
仓位控制确实关键，消费板块现在性价比不错，跟着资金走没错[强]
- 乾元持稳:
  [握手]
平安顺
11-11
平安顺
在废话文学方面， @乾元持稳还是有两把刷子的
- 乾元持稳:
  个人见解，不做参考

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":499019626451480,"tweetId":"499019626451480","gmtCreate":1762856011265,"gmtModify":1762856462412,"author":{"id":4225848040088360,"idStr":"4225848040088360","authorId":4225848040088360,"authorIdStr":"4225848040088360","name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"ce9475fb74174670803352ffbd11690a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"谷歌逼近4万亿！现在更看好谷歌or Meta？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ce9475fb74174670803352ffbd11690a}&rnconfig={\"headerBarHidden\": true}","description":"谷歌，今年“8巨头”中飞速暴涨的股票，市值目前已经超过超过微软，位列前三，逼近苹果。高盛表示，尽管今年AI表现抢眼，但2026年AI依然是市场投资主线。【如果AI依然强劲，一直踩中风口的谷歌，还会是明年的“黑马”吗？而估值排名靠后，周四涨超3%的Meta，你会更看好吗？】","image":"https://static.tigerbbs.com/361eb9e82b38badf55f5eab7ee16736c"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>操作策略\n控制仓位在六成左右，避开高位拥挤科技赛道。聚焦资金调仓方向，布局估值合理、业绩确定的消费（食品饮料、医药）及新质生产力相关板块。短线遵循“买横不买竖”原则，回避高换手热门股；中长期可借调整优化配置，逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损，不盲目追高，把握板块轮动中的结构性机\n个人观点，仅供参考！不作为投资建议。\n欢迎点赞、收藏加关<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300997\">$欢乐家(300997)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a>&nbsp;</body></html>","htmlText":"<html><head></head><body>操作策略\n控制仓位在六成左右，避开高位拥挤科技赛道。聚焦资金调仓方向，布局估值合理、业绩确定的消费（食品饮料、医药）及新质生产力相关板块。短线遵循“买横不买竖”原则，回避高换手热门股；中长期可借调整优化配置，逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损，不盲目追高，把握板块轮动中的结构性机\n个人观点，仅供参考！不作为投资建议。\n欢迎点赞、收藏加关<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300997\">$欢乐家(300997)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300437\">$清水源(300437)$ </a>&nbsp;</body></html>","text":"操作策略 控制仓位在六成左右，避开高位拥挤科技赛道。聚焦资金调仓方向，布局估值合理、业绩确定的消费（食品饮料、医药）及新质生产力相关板块。短线遵循“买横不买竖”原则，回避高换手热门股；中长期可借调整优化配置，逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损，不盲目追高，把握板块轮动中的结构性机 个人观点，仅供参考！不作为投资建议。 欢迎点赞、收藏加关$上证指数(000001.SH)$ $清水源(300437)$ $欢乐家(300997)$ $清水源(300437)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/499019626451480","repostId":0,"isVote":1,"tweetType":1,"viewCount":725,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["300997","300437","000001.SH"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":404,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":499027466895424,"commentId":"499027466895424","gmtCreate":1762857986209,"gmtModify":1762963090486,"authorId":3479274776688173,"author":{"id":3479274776688173,"idStr":"3479274776688173","authorId":3479274776688173,"name":"HiTALK","avatar":"https://static.laohu8.com/picture107","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499019626451480,"objectIdStr":"499019626451480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"仓位控制确实关键，消费板块现在性价比不错，跟着资金走没错[强]","text":"仓位控制确实关键，消费板块现在性价比不错，跟着资金走没错[强]","html":"仓位控制确实关键，消费板块现在性价比不错，跟着资金走没错[强]","likeSize":0,"commentSize":1,"subComments":[{"id":499571718443776,"commentId":"499571718443776","gmtCreate":1762991113766,"gmtModify":1762997583004,"authorId":4225848040088360,"author":{"id":4225848040088360,"idStr":"4225848040088360","authorId":4225848040088360,"name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499019626451480,"objectIdStr":"499019626451480","type":1,"supId":499027466895424,"supIdStr":"499027466895424","prevId":0,"prevIdStr":"0","content":"[握手]","text":"[握手]","html":"[握手]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499022629622128,"commentId":"499022629622128","gmtCreate":1762857444533,"gmtModify":1762857448454,"authorId":4202112655004052,"author":{"id":4202112655004052,"idStr":"4202112655004052","authorId":4202112655004052,"name":"平安顺","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.13","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499019626451480,"objectIdStr":"499019626451480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"在废话文学方面，<a href=\"https://laohu8.com/U/4225848040088360\"> @乾元持稳 </a>还是有两把刷子的","text":"在废话文学方面，<a href=\"https://laohu8.com/U/4225848040088360\"> @乾元持稳 </a>还是有两把刷子的","html":"在废话文学方面，<a href=\"https://laohu8.com/U/4225848040088360\"> @乾元持稳 </a>还是有两把刷子的","likeSize":1,"commentSize":1,"subComments":[{"id":499242147025584,"commentId":"499242147025584","gmtCreate":1762910898625,"gmtModify":1762911387608,"authorId":4225848040088360,"author":{"id":4225848040088360,"idStr":"4225848040088360","authorId":4225848040088360,"name":"乾元持稳","avatar":"https://static.tigerbbs.com/588e16f1a66946db15df9cb0b1d03b69","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499019626451480,"objectIdStr":"499019626451480","type":1,"supId":499022629622128,"supIdStr":"499022629622128","prevId":0,"prevIdStr":"0","content":"个人见解，不做参考","text":"个人见解，不做参考","html":"个人见解，不做参考","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499019626451480"}