🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 04-08 13:38:18时区推断·⟳ 抓取 06-03 20:39:00回填·⚡ 决策 06-17 08:37:34·132.7 天前
KOL看好韩国ETF及超跌科技与加密资产，押注降息预期飙升
📄 原文Serenity↗ 原文
Samsung, SK Hynix both back close to ATHs with $EWY following suit. Buying back some names that crashed from macro like…
观望 MSFT.US
KOL宏观情绪清单帖，缺乏短期微观催化剂；标的处于左侧超跌状态（-21%），接飞刀风险高，需等待右侧技术突破或具体宏观数据落地确认。
观望 RDDT.US
KOL宏观情绪清单帖，缺乏短期微观催化剂；标的处于左侧超跌状态（-36%），接飞刀风险高，需等待右侧技术突破或具体宏观数据落地确认。
观望 EWY.US
KOL宏观情绪清单帖，底层逻辑为韩国半导体接近历史新高及降息预期；宽基ETF缺乏短期爆发力，需等待趋势确认。
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原文全文
展开原文 · 378 字
Samsung, SK Hynix both back close to ATHs with $EWY following suit.
Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)…
Or others like $ETH or $IBIT here might not be the worst idea.
Especially as rate cut odds (2-3) spiked on derivative markets today.
Looks like markets and derivatives really believe in TACO Tuesday this time.
Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)…
Or others like $ETH or $IBIT here might not be the worst idea.
Especially as rate cut odds (2-3) spiked on derivative markets today.
Looks like markets and derivatives really believe in TACO Tuesday this time.
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