4 月第二周操作思路，左手一只低估美股右手一只绝杀中丐，阁下如何应对_老虎社区_美港股上老虎 - 老虎社区

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4 月第二周操作思路，左手一只低估美股右手一只绝杀中丐，阁下如何应对

孙哥888
04-12

重新买入处于低估盘整阶段的 apple 和 pdd。诚然，AI 领域群雄纷争，但用户与数据实则紧握于苹果之手，毕竟美国半数用户皆为苹果用户！无论大模型竞争何等激烈，最终的收费关口必是苹果无疑。pdd 始终具备充足弹性，其在 120 处已盘整许久，前期 temu 的利空已然消耗殆尽，业绩必将持续超越和带来惊喜。持正股与 itm call，并售出 120 put。若上涨，将考虑进行 cc。

进一步而言，apple 凭借其卓越的技术实力与品牌影响力，于市场中占据稳固地位。其创新能力与用户基础赋予其强大竞争力，有望在未来持续创造价值。

而对于 pdd，其独特的商业模式与广泛的用户群体，为其带来巨大增长潜力。随着 temu 利空因素的消除，pdd 有望迎来业绩的提升与市场的认可。

在此背景下，我们对这两支股票的未来表现充满信心。通过持有正股与期权组合的策略，得以更好地把握市场机遇，实现投资收益最大化。

总之，重新买入低估盘整的 apple 和 pdd 乃具战略意义的决策，在中期都是非卖品。是中美市场各自的no1 明珠$苹果(AAPL)$ $拼多多(PDD)$

# 4月CPI数据即将公布！美股后市如何演绎？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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fastisSLOW
·04-22
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孙哥你好，请问前期 temu 的利空已然消耗殆尽，这个观点是怎么得出的呢？感谢分享！
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- 孙哥888:
  近期股价说明了
  04-28
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zara
·04-12
PDD都俾我愤然删除了，你自己有用他吗
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帆帆爸
·04-12
拼多多业绩必然有假
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plaispool
·04-12
已阅
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