第一次买进

心中无股真豪杰

小胜靠智，大声靠德！

还是多一些基本面的交流，少一点技术面的研究。

开心天威

原帖由 sngmlzy 于 2006-5-22 22:30 发表
累啊!真累!那么聪明,来这里干吗?浪费人才啊!实在想让人家知道你聪明,还是换个别的法子吧.其实聪明的人很多,但偶肯定不是,但在这个市场里长期生存下来的，恐怕不是聪明才行的,而是需要些智慧,大智慧,聪者自明,无须 ...

即使某些人真的做对了，对于庄家，我们仍然应该感谢。离开了他们，我们的所有操作都是无根之水！！

the_top

論壇不是 member only , 有分歧有想法有認同有反對一切都太正常
都不用太”認真”, 不用太計較

各位來這裏不都是想看或想說, 何必拘泥

其實這不也是一種”民主”, 只不過是很象中世紀的”ROMA”城邦, 很原始卻很現代
不是麼 …..

sngmlzy

常常说别人愚蠢的人,自己可要注意了.为什么老巴不像那些聪明人似的把股票拆细,让大家都买得起他的几万美金的股票,偏要反得做呢?这也许是他太理智了,也许就是他在这个残酷市场长期生存下来的一个理由吧!

gsgr

shine2008;yjg0133;卡布里的月光三位你们好！

做股是全方位能力的正确判断，只有正确了才能获得成功！一涨就好得不得了，一跌就差得要死，这是最低级别的投资（机），结果当然是什么都没有！

为什么对600151上涨敌意呢？我不明白，什么目的？我认为600151如此的暴涨决不简单，要是它确有实质内容，也就是4亿投资于太阳能，可这有什么呢？还只是概念中，不如去买600482也有4亿多，且要投产了呢？！600151的暴涨是机构对太阳能公司估值的提升，shine2008分析得很透，好！高！600089的跟涨是游资的认同，600151的暴涨更有可能的是新股IPO的需要，

总之行情参考有金的发展之路。怕打字，累！

开心天威

sunlai

solargod

其中Qcell、solarworld跌幅相当之大，而且仍在加速下跌中。
shine、top等熟悉海外市场的高人是否有高见？谢了！

[ 本帖最后由 solargod 于 2006-5-22 23:08 编辑 ]

want1000

白发鱼樵江渚上，惯看春风秋月；
是非成败转头空，青山依旧在，几度夕阳红。

gsgr

赞同yjg的做法！我既然不能知道敌人的行动，唯一的办法就是耐心等待！有这样一位投资者，他在去年初看中的600331，到过公司同员工建立了良好的关系，大量买入的600331，然后600331从他的自选股消失了，为什么？生怕天天时时关注走势被主力忽悠了！结果呢可想而知啦。现在600550有shine2008的无私贡献，我好感动！谢　谢！

solargod

solarworld从280跌到180，今天目前跌幅13%;
Qcell从90多跌到50多，今天目前跌幅9％；
stp从40多跌破30，今天目前跌幅8％；
茂迪从1000多跌到800。

除了相关市场整体下跌，是否有行业因素在其中，很想知道。

[ 本帖最后由 solargod 于 2006-5-22 23:14 编辑 ]

want1000

该说的说，该做的做；
该走的走，该留的留；

lidayun

看帖回帖，人之常情！！

雨下走好路

呵呵,一批一批新人重复着以前的故事,所谓的长线,说白了,就是看好买了天威到这来寻求心理支持来了,自己心虚,所以看见几个死多就找到了主心骨,再杂七杂八看一些资料就觉的心理有底,呵呵,看看周围的世界吧,就是天威能涨到60现在也没什么稀罕的,更何况到目前为止天威带来的收益落后于许许多多的股票,再说了,这世间没有什么天使,所谓的敬佩挽留的也是个有个的目的和需求,如果一个人连市场参与个方的心理都摸不透,还一个个顶礼膜拜,呵呵,说的难听点,不如回家去看娃去,免的到最后死了都不知怎么死的,呵呵,说的是无知者,高手除外啊,呵呵,可惜这论坛高手就那么几个,懂的学习的也太少,无知无畏的到不少.呵呵,对大多数人来说,所谓的短线就是太复杂,看不懂,长线嘛,简单啊,就是死拿,拿对就发,拿不对就死,呵呵,的确简单!!!

sngmlzy

好个富有哲学意味的名字!不愧是泥沼地里走出来的红军!继续结伴而行,只是要走好,别半途而废啊!呵呵!

the__top

Is Too Much Sun a Bad Thing?
Monday May 22, 10:03 am ET
By Stephen D. Simpson, CFA


From the dawn of civilization, it seems like people have been worshipping the sun. When it comes to China's Suntech Power (NYSE: STP - News), the question is whether today's investors will look back on their investment with a sunny disposition or whether they'll succumb to sunstroke.
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Certainly, there's an easy hook to this story. This company has the advantage of low-cost labor in China (to say nothing of access to the Chinese market) and is actually profitable. And though I don't pretend to have a black belt in forensic accounting, the profit seems legit -- it's not based on licenses, royalties, R&D development agreements, or other energy-tech hoodoo. No, actual sales of actual products are producing what look like actual profits.

And growth certainly didn't go into eclipse this quarter. Reported sales climbed almost 134% on a year-over-year basis, and although margins did decline, net income still more than doubled. Better still, the company improved its polysilicon conversion efficiency and secured UL certification, giving them access to the U.S. market.

It all sounds so good, and that's part of the problem. Solar energy is an idea that has cropped up a few times before, produced a few interesting companies, and then collapsed again as the basic economics of the approach proved insufficiently compelling. And that's still true to some extent. Like ethanol, solar power is an option that's generally only viable today in the context of subsidies and other government inducements.

But that's not really my main concern. What has me worried a bit more is that one of Suntech's major advantages -- low-cost labor -- may not matter so much in the future. I don't pretend to know what the state of solar technology will be in 10 or 20 years' time, but I do know that a lot of smart folks are investing heavily in various thin-film and nanotech approaches. And let's also not forget who some of these folks are -- BP (NYSE: BP - News), Kyocera (NYSE: KYO - News), and Sharp (Nasdaq: SHCAY - News). Deep-pocketed competitors like that kind of make the whole "Suntech vs. Evergreen Solar (Nasdaq: ESLR - News)" debate seem a bit trifling.

Suntech is expensive. And don't give me that nonsense about how analysts are expecting 86% growth for the next five years. I used to be an analyst, and I can tell you there's no better example of mindless gibberish than those projections. Even still, I'm all in favor of occasionally taking a flyer on a risky story like Suntech. I've owned many a furball (my nickname for these risky high-reward stories) in my day, and it makes investing fun. Just don't fall into the trap of getting so in love with the emperor that you fail to notice when he suddenly starts walking around buck-naked.

如果猪上市了

感谢深谋远虑的TOP君、独行真诚的yjg君以及各位前辈，你们为大家开设了投资学堂、一个人生大讲堂！寥寥数语，却是深深的道理，希望你们继续诲人不倦，分享你们的思想。谢谢你们！

大壁虎

原帖由 雨下走好路 于 2006-5-22 23:29 发表
呵呵,一批一批新人重复着以前的故事,所谓的长线,说白了,就是看好买了天威到这来寻求心理支持来了,自己心虚,所以看见几个死多就找到了主心骨,再杂七杂八看一些资料就觉的心理有底,呵呵,看看周围的世界吧,就是天威能 ...

雨下君：
我在这个论坛是新手，但想给你提些建议不知是否合适。在我看来，能长期混迹于这个帖子的大部分是怀着对天威未来预期而走到一起的，大家需要的是相互鼓励和信息共享，兼听则明，各人操作喜好本无不妥，但多空立场如果仅为个人波段服务而太擅变就容易使人反感，像同为短线高手的大愚兄般我行我素我想不会有人提出异议，因为大家都明白他的立场。不知能否控制下情绪，尽量别沽出就拼命喊空，买入就拼命喊多。
言辞如有不妥请别介意，希望这里气氛更加和谐而已，也祝君收获日胜一日。

大壁虎

原帖由 solargod 于 2006-5-23 00:05 发表
文中所述观点跟一年前的争论没什么不同。当然这也正常，涨的时候涨的理由就出现，跌的时候跌的理由就出现，市场在不断前进变化，但理由总是不变的。
这个论坛也一样，^_^

呵呵，看清了，此top非彼top。

solargod

说话间solarworld跌了17％了，希望不要这会国际接轨，^_^