🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-27 00:58:39时区推断·⟳ 抓取 06-03 23:03:31回填·⚡ 决策 06-17 23:42:50·132.1 天前
KOL吐槽大盘与Ackman年初至今表现不佳，讽刺石油与军工股走强
📄 原文Serenity↗ 原文
Holy sht… $SPY index down close to -5% YTD. Pershing Square NAV down almost -20% YTD. One of the worst starts to the ye…
不做 SPY.US
纯市场情绪吐槽帖，仅总结YTD已知走势，无新催化剂或前瞻性信息，不具备交易价值。
不做 CVX.US
帖子仅为讽刺性提及，无实质利好催化剂，油价及公司基本面未出现新变化。
不做 LMT.US
帖子仅为讽刺性提及，无实质利好催化剂，军工订单及地缘政治未出现新变化。
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原文全文
展开原文 · 363 字
Holy sht… $SPY index down close to -5% YTD.
Pershing Square NAV down almost -20% YTD.
One of the worst starts to the year for the broader market.
On the bright side?
$CVX and $LMT, Oil and War executives and companies that bring positivity and joy to the common people are happy.
And…
If your portfolio is not down -20% you’re outperforming Bill Ackman.
Pershing Square NAV down almost -20% YTD.
One of the worst starts to the year for the broader market.
On the bright side?
$CVX and $LMT, Oil and War executives and companies that bring positivity and joy to the common people are happy.
And…
If your portfolio is not down -20% you’re outperforming Bill Ackman.
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