Jan 8, 2024 记录_老虎社区_美港股上老虎

Jan 8, 2024 记录

3b38b05a
01-09

今天开始每天记入一下自己的操作以及自己对市场的view, 希望能和大家多讨论多学习！

买入波音 $波音(BA)$日内短线操作 targeting 3% profit，观察 $阿拉斯加航空集团有限公司(ALK)$择机建仓(limit order@35)
建仓 $南方恒生科技(03033)$跟踪一下”EM最差股市“ 填补一下自己整个portfolio asia exposure..
虽然现在美股目前处于估值高位,但是需要关注的是企业的增长是否能保持 FED的任务依旧是bring the inflation down 所以我不认为降息会过早的发生(Fastest in June?)
我认为美股会继续小回调, buy the dip as always - In the long run, FED will cut the rates so the strategy is still long risky assets

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