去年十一月卖了。

12月底看回撤比较大，重新入，结果现在涨幅超20%了。（川崎更是接近40%，可惜买得最少）

感觉现在市场已经预期了高市/自民选举大胜。🫠

  • Author: AutoModerator
  • Created: 2026-01-19 09:09:22 UTC
  • Score: 1
  • ID: o0g4zr1
  • Ups=1 | Downs=0 | Distinguished=moderator | AuthorPremium=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g4zr1/

热烈欢迎各位积极分享经验与见解，愿家乡的樱花🌸好运伴随你们！(*´∀｀)🍀

皆さまの積極的な経験や見解の共有を心より歓迎し、故郷の桜の幸運が皆さまに寄り添いますように！

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

  • Author: General_Page744
  • Created: 2026-01-19 09:14:41 UTC
  • Score: 5
  • ID: o0g5jwu
  • Ups=5 | Downs=0 | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g5jwu/

莱茵金属牛的，两年六倍了，中美欧洲各国的军工股这两年表现都很好，没必要聚焦日本

  • Author: AutoModerator
  • Created: 2026-01-19 09:14:41 UTC
  • Score: 1
  • ID: o0g5jxi
  • Ups=1 | Downs=0 | Distinguished=moderator | AuthorPremium=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g5jxi/

哈哈，这都让我知道你润欧美了🇪🇺🇺🇸，本滞日鼠人羡慕哭了

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

  • Author: xjp_89-64
  • Created: 2026-01-19 09:28:12 UTC
  • Score: 4
  • ID: o0g6ymu
  • Ups=4 | Downs=0 | Submitter=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g6ymu/

IHI两年都十倍了，三菱和川崎也5倍。日本军工主要感觉才刚开始。现在军费都还没达到2%呢。

但这半个月涨20%，感觉万一预期没兑现，得大回调。

  • Author: ExcellentFox6
  • Created: 2026-01-19 09:25:15 UTC
  • Score: 4
  • ID: o0g6npk
  • Ups=4 | Downs=0 | Flair=东京都 | FlairColor=dark | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g6npk/

https://preview.redd.it/ur9op4r9y9eg1.jpeg?width=1179&format=pjpg&auto=webp&s=59361fb83e9d89c11af022a5d4fc241945d68e1f

我已經翻倍了，可惜買得少😭

  • Author: xjp_89-64
  • Created: 2026-01-19 09:29:46 UTC
  • Score: 1
  • ID: o0g74im
  • Ups=1 | Downs=0 | Submitter=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g74im/

我没长持，涨到预期就卖。主要这次涨太快了。

  • Author: ExcellentFox6
  • Created: 2026-01-19 09:31:42 UTC
  • Score: 4
  • ID: o0g7bkp
  • Ups=4 | Downs=0 | Flair=东京都 | FlairColor=dark | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g7bkp/

三菱重工是國之重器，千年大計，我基本不打算賣

  • Author: xjp_89-64
  • Created: 2026-01-19 09:36:10 UTC
  • Score: 2
  • ID: o0g7s9n
  • Ups=2 | Downs=0 | Submitter=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0g7s9n/

我也最看好三菱重工。 但川崎那玩意，之前潜艇发动机数据不正，好像要被踢出下一代潜艇制造名单了，结果最近涨那么快。

  • Author: oyikawa
  • Created: 2026-01-19 19:12:56 UTC
  • Score: 2
  • ID: o0j1fv7
  • Ups=2 | Downs=0 | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0j1fv7/

台海战争威胁不解除，或者不打完，军工只升不降。

  • Author: BugElectrical6838
  • Created: 2026-01-21 00:38:21 UTC
  • Score: 1
  • ID: o0rpr1p
  • Ups=1 | Downs=0 | Flair=埼玉县 | FlairColor=dark | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0rpr1p/

4450就卖了，这几天看到都4800+了有点难绷

  • Author: ScaredMacaroon1753
  • Created: 2026-01-19 12:31:16 UTC
  • Score: 1
  • ID: o0grxej
  • Ups=1 | Downs=0 | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0grxej/

你賣了買什麼呢？總不能現金躺屍吧

  • Author: xjp_89-64
  • Created: 2026-01-19 13:54:38 UTC
  • Score: 1
  • ID: o0h52o4
  • Ups=1 | Downs=0 | Submitter=true | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0h52o4/

电气、半导体之类。我还是没留多少现金。

  • Author: GullibleReflection14
  • Created: 2026-01-20 01:26:11 UTC
  • Score: 2
  • ID: o0l3u6a
  • Ups=2 | Downs=0 | Permalink=/r/runtoJapan2/comments/1qgzdl8/军工股半个月涨20犹豫要不要先卖/o0l3u6a/

建议小心，如果没有单独过半那之前涨多少就会吐多少，就算过了大概率也会有一波卖事实，只有血洗众院大赢特赢才能接着高歌猛进（不构成投资建议）🫠