🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-05 23:58:58时区推断·⟳ 抓取 06-06 14:52:51·⚡ 决策 06-16 18:19:07 +10d03h·133.3 天前
KOL评论AI芯片板块当日回调，认为系宏观加息预期所致且基本面未变，建议保持做多
📄 原文Serenity↗ 原文
Fun times with market corrections. Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22…
不做 NVDA.US
KOL对当日市场回调的评论，无新基本面催化剂；底层事件为宏观加息预期导致的板块普跌，已反映在当日股价中，不具备短期事件驱动edge。
不做 MU.US
KOL观点帖无新信息，当日跌幅已price-in宏观情绪，无事件驱动做多edge，不盲目依据KOL喊单抄底。
不做 PL.US
高beta股大跌后的KOL心理按摩，无新催化剂，宏观压制下不盲目接飞刀。
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原文全文
展开原文 · 654 字
Fun times with market corrections.
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:
"Micron suffers record wipeout as Broadcom casts a shadow over chip stocks "
Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex.
Main material thing was rate hike probabilities increase.
But you have random ones like these few times a year into ATHs.
Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:
"Micron suffers record wipeout as Broadcom casts a shadow over chip stocks "
Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex.
Main material thing was rate hike probabilities increase.
But you have random ones like these few times a year into ATHs.
Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)
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