而我的第一第二是小鹏和多多。。。

LongPort - 价值&投资
价值&投资

中概持仓第一第二的标的是 $小鹏汽车-W(09868.HK)$阿里巴巴-W(09988.HK) ,都从负成本一直加仓到现在,baba 加仓还是没操作好,虽然分批加仓,节奏还是没把握好,接下来就躺平等和时间做朋友,如果有机会最近考虑布局点远期期权。

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