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李康研报
李康研报
·
2023-11-08
今天盘面有调整信号，中高位都注意风险。暂时还不知道哪个方向会新走出来，耐心等待
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1,190
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编组 21备份 2
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今天盘面有调整信号，中高位都注意风险。暂时还不知道哪个方向会新走出来，耐心等待
李康研报
李康研报
·
2023-11-06
主线一直都是汽车电子，顺带着消费电子。要龙头有龙头，要中军有中军，不知道为什么就是没人提。喊牛市的倒是挺多
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1,055
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编组 21备份 2
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主线一直都是汽车电子，顺带着消费电子。要龙头有龙头，要中军有中军，不知道为什么就是没人提。喊牛市的倒是挺多
李康研报
李康研报
·
2023-08-29
金融，金融还是金融 没有什么大逻辑，就是有很多大票启动，大资金介入深。板块在底部，大盘下跌了
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1,036
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点赞
编组 21备份 2
分享
举报
金融，金融还是金融 没有什么大逻辑，就是有很多大票启动，大资金介入深。板块在底部，大盘下跌了
李康研报
李康研报
·
2023-08-10
锦上添花的券商和雪中送炭的券商，完全不是同一个人，渣男和优质男的区别。有主线的时候不要带脑子，没有主线再多动脑
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1,339
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点赞
编组 21备份 2
分享
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锦上添花的券商和雪中送炭的券商，完全不是同一个人，渣男和优质男的区别。有主线的时候不要带脑子，没有主线再多动脑
李康研报
李康研报
·
2023-03-07
趋势行情年份就两个题材
今年是趋势年，这个1，2月就可以知道了。趋势年份只有两个题材，上半年一个，下半年一个。看大票深度调整再创新高就知道了，中国软件代表的信创是上半年题材，下半年还没出。信创龙头英飞拓应该很好找出来，大幅调整后就可以干了。
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4,567
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7
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7
编组 21备份 2
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趋势行情年份就两个题材
李康研报
李康研报
·
2023-02-07
自控力比什么都重要
新进的投资者会对那些手法单一，刻板模式嗤之以鼻。但随着投资时间的推移，以及无限制的过山车，会让绝大多数人意识到，自控力是一件多么可贵，多么难得的能力。有些人确实可以驾驭多重模式，但大多数人能够坚守一种模式就可以做到很大的成就，问题是你能不能坚持住，经受住其他的干扰。 就像我对于龙头的坚守，我的信念就是，这一轮人工智能概念，买不到总龙头汉王科技，宁愿空仓踏空。
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4,656
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8
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8
编组 21备份 2
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自控力比什么都重要
李康研报
李康研报
·
2023-01-05
牛市来了，主线一直没变
市场一步步走强，跟19年初相似，春节后可能会有加速。这一轮的主线并不是数字经济，因为主线是一个雪中送炭的角色，在大盘止跌的那一刻就已经定了。所以这一轮一直坚定储能为主线，从阳光电源到科士达再到铭利达，一路往前排靠（趋势也有前排的）
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4,843
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8
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12
编组 21备份 2
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牛市来了，主线一直没变
李康研报
李康研报
·
2023-01-03
牛来了，主线不是你想的那个
今天大盘放量了，涨停也多了，新的一年准备大干了。数字经济最热闹，但就是因为太热，且刚刚涨过没多久，成交量过大，感觉走不了很远。储能正在默默地走强，阳光电源和中国软件比起来，储能位置量能更好些。科士达永远的神
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3,565
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6
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11
编组 21备份 2
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牛来了，主线不是你想的那个
李康研报
李康研报
·
2022-12-16
西药生理，中药心理
布洛芬的热度似乎已经盖过了连花清瘟，懂得都懂。化学药还是更加刚需啊，复星医药和新华制药大涨，直接追亨迪药业
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2,085
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编组 21备份 2
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西药生理，中药心理
李康研报
李康研报
·
2022-12-05
新题材，大金融
影响题材持续性的从来都不是小盘高度股，而是中大盘人气股。今天中油资本和中国平安才算真正的影响了金融板块的持续性，成功走了出来。之前的国企概念，中字头都没有一个具体方向，这下有了方向就好炒作了。先从平安入手
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编组 21备份 2
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新题材，大金融
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","text":"市场一步步走强，跟19年初相似，春节后可能会有加速。这一轮的主线并不是数字经济，因为主线是一个雪中送炭的角色，在大盘止跌的那一刻就已经定了。所以这一轮一直坚定储能为主线，从阳光电源到科士达再到铭利达，一路往前排靠（趋势也有前排的）","images":[{"img":"https://static.tigerbbs.com/232a9712c57448409b980666802f570a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/628138486","isVote":1,"tweetType":1,"viewCount":4843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":628094018,"gmtCreate":1672731060000,"gmtModify":1672740822868,"author":{"id":"9000000000000011","authorId":"9000000000000011","name":"李康研报","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000011","authorIdStr":"9000000000000011"},"themes":[],"title":"牛来了，主线不是你想的那个","htmlText":"今天大盘放量了，涨停也多了，新的一年准备大干了。数字经济最热闹，但就是因为太热，且刚刚涨过没多久，成交量过大，感觉走不了很远。储能正在默默地走强，阳光电源和中国软件比起来，储能位置量能更好些。科士达永远的神 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