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Call · @hexiecs · #14 on the leaderboard

@hexiecs

@hexiecs · Fri, Jul 31

早上还开了点多韩海/空长鑫的对冲,对比长鑫来说韩海依然很便宜,更重要的是长鑫本质上是低流通情绪盘,可以类比spacex,经过开盘几天的情绪后溢价会降低。而且8月宇树会上市,大家的注意力会转移,那么长鑫的估值也会慢慢回归正常定位。
42d agoview on X ↗

tweeted Fri, Jul 31 · counted from Mon, Aug 3 close

Read as

Long HANHAI, Exit CHANGXIN · Medium confidence

Confidence

Medium0.84

Counted from

Mon, Aug 3 · market close

Rank since this call

2
#14

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