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半斤现实八两梦

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半斤现实八两梦

12-03

$Strategy(MSTR)$ 现在来说还为时尚早，MSCI 指数剔除后，价格可能会大幅下降，目前来看剔除的概率超百分之80，极端情况会抛售比特币覆盖运营成本和短期债务

半斤现实八两梦

11-18

$拼多多(PDD)$ 多多太纯粹了，财务干净漂亮，这门生意只要能持续一定是赚钱的，只是缺饼涨不上去

半斤现实八两梦

08-19

$Bullish(BLSH)$ 止损止损

半斤现实八两梦

07-29

$京东集团-SW(09618)$ 外卖叫的最大声，结果最玩不起，今年有国补增速还在，明年国补停了拿什么和多多打，自营商品国补后价格又贵服务又缩水，当然京东的客群一直会在，但是极致性价比的时代京东注定不可能扩张市场，期间的时间就看京东刘强东说的供应链生意了，不看好京东的未来

半斤现实八两梦

05-29

坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续

半斤现实八两梦

05-27

$拼多多(PDD)$ 抄底抄底，只恨自己马内不够多

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多多太纯粹了，财务干净漂亮，这门生意只要能持续一定是赚钱的，只是缺饼涨不上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501634026717512","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440223593206144,"gmtCreate":1748515371935,"gmtModify":1748523412622,"author":{"id":"3534838231204759","authorId":"3534838231204759","name":"半斤现实八两梦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534838231204759","authorIdStr":"3534838231204759"},"themes":[],"htmlText":"坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续","listText":"坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续","text":"坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440223593206144","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439608775237992,"gmtCreate":1748354925024,"gmtModify":1748355678715,"author":{"id":"3534838231204759","authorId":"3534838231204759","name":"半斤现实八两梦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534838231204759","authorIdStr":"3534838231204759"},"themes":[],"htmlText":"<a 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