美股情況如下:
- BIDU COST LOSS -27.39% POSITION 31.41%
- QFIN GAIN +34.87% POSITION 28.57%
- FUTU GAIN +190.65% POSITION 20.61%
- CRWD GAIN +12.38% POSITION 10.30%
- GRVY LOSS -20.10% POSITION 2.26%
- SKILZ GAIN +13.36% POSITION 2.01%
- YI LOSS -1.93% POSITION 1.7%
- ETSY GAIN +1.54% POSITION 0.99%
- ASAN GAIN +12.02 % POSITION 0.96%
- VIRT LOSS -3.65% POSITION 0.96%
OVERALL RETURN: 7.5% (ytd)
回報主要受百度拖累,希望最近BIDU回升是真的,而不是假反彈。QFIN 價值回歸,表現不錯,值得期待。FUTU未來會維持高速增長,可以安心持有,有機會就會做T。CRWD買入不足一星期便有不錯升幅,實屬幸運,與FUTU一樣未來會維持高速增長,而且開始產生positive free cash flow, 會伺機不斷增持。其他小倉位,會不斷作調整,主要按股價表現,以及個人心情操作,倉位小操作彈性大。