找對人，長相廝守

Tesla第一季度電動車銷量按年升69%至歷史新高的2.5萬輛，超出分析師預期，帶動股價週一飆漲7.3%，週二再升1.7%至303.70美元。騰訊(0700.HK)三月份剛剛斥資18億美元（平均買入價218美元）買入Tesla股份，持股不到一個月賬面已經升值三成九或約五十多億港元。雖然這相對於騰訊兩萬多億港元的市值不過一個零頭，卻再一次說明贏家通吃、強者恆強的道理。

所以說，與其營營役役炒出炒入，投資王道其實還是買入強者恆強的股份，然後坐定定悶聲大發財。這有兩個前提，打個比喻和夫妻之道是一樣的：第一，找對了人，第二長相廝守。說是簡單，做就不那麼容易了。找對人固然已經不容易，忍得住中間的磕磕碰碰而且經得起各種誘惑的考驗也是很考功夫的。



大摩和花旗的汽車股分析員應該一早炒魷魚吧。

Citi Upgrades GEELY AUTO (00175.HK) to Neutral with Target Initiated at $13 2017-04-05 11:05 HKT

Citigroup, in its report, said it underestimated how fast GEELY AUTO (00175.HK) could move up on volume and mix, and held the Sell rating too long. In the near term, the broker said rising competition from GREATWALL MOTOR (02333.HK) could be a headwind, but Geely!|s structural growth cannot be ignored. Given rather rich valuations compared to other OEMs, the broker upgraded to Neutral from Sell with new target price of $13 from $4.2.

不知怎的一聽說千年大計就想起千年老妖，既是如此還是不蹚雄安這趟渾水，有所為有所不為。