王子异人的个人主页 - 老虎社区

王子异人

王子异人

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12-03

大饼跌了百分之二十多，很多影子股都跌了百分六七十，现在很多影子股的溢价小于1了，买影子股比买大饼或者大饼ETF还划算。这个情况不可能长期持续，后面我肯定主要还是看影子股修复。 $日日煮(DDC)$

@和着泪关灯吃面:$Strategy(MSTR)$ 继续做T的买单，看看今天可不可以顺利再卖出。比特币都转涨了，影子股跌的有点多。

11-27

$涂鸦智能(TUYA)$ 拉长时间周期来看，我觉得现在属于相对低位，不担心回不去，所以被套的如果没有更好的选择，我觉得也未必需要止损。能翻多少倍，不好说，要实现大幅翻倍，是需要高毛利，高复制性，边际成本不断降低的，现在看起来涂鸦在往这个方向走，在做难而正确的事，能否做成，我觉得是个值得期待的事情不管怎么说，现在的涂鸦能增长，能盈利，目前估值也不高，这种AI应用也少，遇上风口也可能有些弹性。

11-25

$柯尔百货(KSS)$ 这票一般人把握不住

11-25

$日日煮(DDC)$ 过去六个月，DAT 的价格涨跌几乎同步。但未来，肯定会出现更多分化。一些公司会执行得很好并以溢价交易，而更多公司会执行不力并以折价交易，现在回看几个月前日日煮就开始建立完善的公司内部比特币委员会小组真的是个高瞻远瞩的事情，可能他们很早就猜到了DAT模式会在不久的将来有分化这个事情

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