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贴一段聊天记录吧,希望TOM和SKYWALKER不会见怪

gszy (灌水888)
本文发表在 rolia.net/zh 相约加拿大网上社区枫下论坛
11/02/2009 22:51:08 ‹toml› 我刚刚还在跟我一个在LDK工作的朋友聊天
11/02/2009 22:51:12 ‹Skywalker2006› is ok, 5k only, now worth less than 2k
11/02/2009 22:51:17 ‹Skywalker2006› really?
11/02/2009 22:51:32 ‹kafar› :-/内部消息
11/02/2009 22:51:43 ‹toml› 是的, 聊到他们公司的状况,
11/02/2009 22:51:46 ‹Skywalker2006› i'm thinking to call my friend in china to see what's going on since he used to a fund manager
11/02/2009 22:52:13 ‹toml› 今天的跌主要是QCELLS解约
11/02/2009 22:52:51 ‹toml› 到1至少暂时是不会的,
11/02/2009 22:53:35 ‹toml› 他们的Q3应该在两周内公布, 不会非常差
11/02/2009 22:53:39 ‹Skywalker2006› most probably i will cut it this or next week to c if there is a rebound
11/02/2009 22:54:05 ‹toml› 主要问题是行业问题, 前景不看好
11/02/2009 22:55:19 ‹Skywalker2006› i just don't understand ldk is strategy, the guy found a best solar company last year, how come it become like this now
11/02/2009 22:55:25 ‹toml› 再加上经济危机,
11/02/2009 22:55:39 ‹灌水888› bye
11/02/2009 22:55:43 ‹灌水888› good night
11/02/2009 22:55:47 ‹Skywalker2006› ok, good night
11/02/2009 22:55:49 ‹toml› 好,bye
11/02/2009 22:56:13 ‹kafar› >(bye
11/02/2009 22:57:00 ‹toml› 如果要止, 不妨止一部分, 剩下一部分留到财报前后赌一下, 可能有更好的出逃机会,,个人意见而已
11/02/2009 22:57:45 ‹toml› 如果财报前新低,就留赌财报; 如果财报前上去一些,就财报前出掉
11/02/2009 22:57:48 ‹Skywalker2006› yeah, which is my plan too, cut half or 1/3
11/02/2009 22:58:16 ‹Skywalker2006› yeah, u r right
11/02/2009 22:59:19 ‹toml› LDK是我今年主作过的一个股, 到14 没走, 10左右跑了
11/02/2009 22:59:56 ‹Skywalker2006› me too, 11 at June didn't go
11/02/2009 23:00:06 ‹toml› 所以我比较了解这个公司,, 不过最近有一段时间没跟踪了
11/02/2009 23:00:19 ‹informix› 每个人都有血泪史:(
11/02/2009 23:00:27 ‹Skywalker2006› if i know GS earlier, for sure i will sell it
11/02/2009 23:00:47 ‹Skywalker2006› i have another chinese company, GA, sucks too
11/02/2009 23:00:59 ‹toml› 不过我LDK是赚的, 进的均价在5.x
11/02/2009 23:00:59 ‹Skywalker2006› :(
11/02/2009 23:01:43 ‹Skywalker2006› my wife frozen my account, no more money:(
11/02/2009 23:01:55 ‹toml› 为了买他们的股票, 今年3月,我专门到江西新余他们那里呆了一个星期
11/02/2009 23:02:45 ‹Skywalker2006› when i saw bidu at 90, tried to get some money to buy dip, but couldn't, hehe
11/02/2009 23:03:24 ‹Skywalker2006› how's the ldk now except this Qcell contract? they missed 2 earnings already
11/02/2009 23:05:03 ‹toml› 关键是经济状况不景气, QCELLS是世界最大的一个公司, 人们更担心这只是一个开始, 接下来解约还会陆续发生
11/02/2009 23:05:05 ‹Skywalker2006› i changed to play CSIQ this year since LDK is not moving up, much better
11/02/2009 23:05:44 ‹Skywalker2006› oic, thanks for sharing
11/02/2009 23:06:54 ‹Skywalker2006› but u r right, solar is underperform this year
11/02/2009 23:08:07 ‹toml› 是的, solar如果没有政策支持是无法盈利的
11/02/2009 23:08:46 ‹toml› 经济景气的时候政策支持力度大一些, 现在都在缩减
11/02/2009 23:08:54 ‹Skywalker2006› 2007 solar was crazy same as oil skyrocket
11/02/2009 23:09:29 ‹toml› 没错, 如果石油再上100, solar还是会回来的
11/02/2009 23:10:35 ‹Skywalker2006› solar is the future, but may not be now
11/02/2009 23:13:18 ‹Skywalker2006› which us stock do u play? tom?
11/02/2009 23:15:47 ‹toml› 现在主作道指, 股票偶尔daytrade赌一下, 或跟灌水体味一下他的操盘, 基本没怎么作,
11/02/2009 23:17:09 ‹Skywalker2006› ic, i don't have time to follow GS, thinking to B&H
11/02/2009 23:18:38 ‹Skywalker2006› i still think b4 2010, bull market will be back
11/02/2009 23:20:18 ‹Skywalker2006› how's chinese market?
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(#115883@43)
2009-11-3
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