2021年5月27日 星期四

買斯摩爾

做了筆較大的調倉,買入40,000股斯摩爾(6969) @53.15,沽出一些比亞迪(1211)。

之前比亞迪倉位實在太高,趁最近有不錯反彈稍微減輕倉位;斯摩爾星期三應該跌過分了。


2021年5月22日 星期六

2021年5月4日 星期二

24 + 21


Russell Westbrook has won me over. After being unashamed Westbrook basher for so many years over his inefficiency, poor decision-making, being turnover machine, this Washington Wizards iteration of West Beast has won me over. There is now a sense of calmness to his game. Still frantic at times, but mostly under control, more efficient, less gambling on defense, less angry, even endearing sometimes. 21 boards, 24 assists against Pacers today. I mean who does that?

你巧勁啊

問題並不在於原意、初心是不是好,也不在於某一具體條款對行業內不同公司的影響,而是對於A4治國的擔憂甚或恐懼。 不能自己是個錘子,看到什麼都是釘子。經濟都什麼樣了,還要監管這個規範那個。更要命的是,整頓監管思路太直接太幼稚。哦,把房價弄下來,把教培打掉,然後也不讓玩遊戲,那麼大家都...