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锐信资本
职业投资人，清华大学计算机硕士，美国伯克利HAAS商学院MBA，长江商学院 EMBA，CFA；如有问题咨询请私信。
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锐信资本
锐信资本
·
36 minutes ago
市场总结与展望热点交流： 一、时间：2025年05月18日周日晚20-21:30 二、形式：线上 三、内容： Ray的分享 1.1: 美股2025Q1财报和我的相关交易 1.2： 黄金中短线交易 2.嘉宾分享: 2.1：分享主题 军工技术，逻辑和军工股标的分享 分享嘉宾： 张先生： 某个大型保险公司资管， 军迷，私董会成员 2.2：分享主题 美股财报交易技巧分享 分享嘉宾： TIM：原某国内大厂战略高管， 职业投资人，私董会成员 3.群友交流当前确定性和讨论:
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锐信资本
锐信资本
·
05-14 18:48
市场预期的重大变化
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8
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编组 21备份 2
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市场预期的重大变化
锐信资本
锐信资本
·
05-13 21:24
美国4月消费者物价CPI数据
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94
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编组 21备份 2
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美国4月消费者物价CPI数据
锐信资本
锐信资本
·
05-13 19:11
美元长线贬值逻辑
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93
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编组 21备份 2
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美元长线贬值逻辑
锐信资本
锐信资本
·
05-12 21:03
军工的春天
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编组 21备份 2
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军工的春天
锐信资本
锐信资本
·
05-12 15:32
奏乐开始
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编组 21备份 2
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奏乐开始
锐信资本
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·
05-11
中美瑞士贸易战谈判进展
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136
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1
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中美瑞士贸易战谈判进展
锐信资本
锐信资本
·
05-11
中国4月的进出口数据
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252
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中国4月的进出口数据
锐信资本
锐信资本
·
05-10
5.11本周热点讨论会
市场总结与展望热点交流： 一、时间：2025年05月11日周日晚20-21:30 二、形式：线上 三、内容： Ray的分享 1.1: 美股2025Q1财报和我的相关交易 1.2： 美股中线的观点 1.3： 大饼的短线趋势 2.嘉宾分享: 2.1：分享主题 A股高分红和能源股更新 分享嘉宾： 郑先生： 某个大型国内私募基金能源行业分析师。私董会成员 2.2：分享主题 投资的印度的逻辑和标的 分享嘉宾： 大嘴： RAY哥合伙人， 职业投资人，国内大型资管公司投资管理岗位。 3.群友交流当前确定性和讨论:
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5.11本周热点讨论会
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锐信资本
·
05-10
中美谈判关税会降到多少
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