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化工涨的比创新药还多?
Xin Lang Cai Jing· 2025-11-13 07:52
(来源:望京博格投基) 转自:望京博格投基 中午吃饭的时候,群里面大户惊叹的说: 结果今天化工大涨3.7%,关键价格比之前止盈的价格还要高7%,大户觉得自己卖飞了。 博格的心情比较平静的,因为后来买的绿电收益也有6%左右,化工+绿电轮动浮盈超过20%的,这个收 益还是可以接受的。 "化工涨得比创新药还多?" 看到这个,博格大概率猜到了。 博格之前私域发车抄底化工,这个大户跟车了; 化工盈利了15%之后,博格清仓止盈了,这个大户也跟车了。 博格后来又抄底绿电了,这个大户没有跟车。 "港股创新药持仓36.6万,盈利93.73% PS:算上今天的收益应该超100%了 博格一直看好创新药,在4月7日的时候,重仓买入这个ETF,之后一路上涨,累计收益率一度达到 110%。 在7月底的时候,博格还减仓了5-6万的港股创新药,计划等着创新药之后再减仓一点。 结果国庆之后开始回调又亏了不少浮盈,索性继续持有吧,等后面创新药了再减仓一些。" 年底是创新药BD大单的密集期,期望港股创新药可以继续涨。 临近发稿的时候,港股创新药涨幅为4.76%,这个涨幅比化工涨幅高多了。 再看看创新药的估值,最新市盈率为31.83倍,处于最近十年 ...
终于赚钱了,重拾自信了【投搞4】
Sou Hu Cai Jing· 2025-10-03 12:48
Core Insights - The article discusses the journey of an individual who followed investment advice from a figure named 博格, leading to a significant turnaround in their investment performance after a series of losses [7][20][28]. Group 1: Investment Journey - The individual initially faced losses in their investment journey, particularly from 2015 to 2023, where they experienced significant financial setbacks and family pressures due to poor investment choices [10][12][15]. - After recognizing the need for professional guidance, the individual began following 博格's investment strategies, which provided a sense of security and improved decision-making [20][22][25]. Group 2: Learning and Adaptation - The individual engaged in extensive learning about investment strategies, attending seminars and online courses, but initially struggled to apply this knowledge effectively in real-world scenarios [17][19]. - Following 博格's guidance, the individual shifted their investment approach, focusing on practical application and emotional resilience, which led to a more disciplined investment strategy [26][27]. Group 3: Performance Metrics - Prior to joining 博格's investment community, the individual faced a loss of nearly 180,000 yuan, but after following 博格's strategies, they reported a profit of 193,000 yuan by September 28, 2025, indicating a successful turnaround [28][30]. - The individual expressed satisfaction with 博格's approach, emphasizing the importance of having a reliable mentor in navigating the complexities of investment [29][30].