🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 05-06 06:48:16时区推断·⟳ 抓取 06-03 18:59:46回填·⚡ 决策 06-17 04:38:50·132.8 天前
KOL看好电力基础设施，加拿大变压器厂HPS.A财报大超预期(backlog+94.6%)映射美股同业
📄 原文Serenity↗ 原文
Just putting it out there: A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago. $HPS.A…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +4%、仅下一个交易日，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 HPS.A 财报数据被证伪 / 美股电力基础设施板块整体走弱
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +4%、仅下一个交易日，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 HPS.A 财报数据被证伪 / 美股电力基础设施板块整体走弱
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原文全文
展开原文 · 436 字
Just putting it out there:
A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.
$HPS.A (my transformers thesis) earnings also came out today and it’s very solid:
$264M CAD vs $236.3M CAD (strong beat) and backlog increased 94.6% Y/Y which is the leading indicator of a demand for these names.
They’re all critical to American infrastructure, not exactly parabolic growth names… but great compounders.
A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.
$HPS.A (my transformers thesis) earnings also came out today and it’s very solid:
$264M CAD vs $236.3M CAD (strong beat) and backlog increased 94.6% Y/Y which is the leading indicator of a demand for these names.
They’re all critical to American infrastructure, not exactly parabolic growth names… but great compounders.
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