r*m
发帖数: 16380 | 1 All ultimately based on the "China" thesis:
1.Chinese blue chip: CAF, FXI, ACH, SHI
2.Shipping (to China): DRYS, BALT, PRGN, SBLK
3.Materials and Energy (for China): Metal, Coal, Oil, Solar
4.Consumer business (in China): DANG, EDS, ADY etc. | B**********r
发帖数: 7517 | 2 帮主，这个EDS今天跌了很多。我研究了一下，准备等2刀以下底变平了，买一点放着。
【在 r*m 的大作中提到】
: All ultimately based on the "China" thesis:
: 1.Chinese blue chip: CAF, FXI, ACH, SHI
: 2.Shipping (to China): DRYS, BALT, PRGN, SBLK
: 3.Materials and Energy (for China): Metal, Coal, Oil, Solar
: 4.Consumer business (in China): DANG, EDS, ADY etc.
| x*********n
发帖数: 28013 | 3 shipping cost to ship increase significantly.
That's why the stock such as ANR was so down. | r*m
发帖数: 16380 | |
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