��天反弹止盈后,今天美股如预期继续下跌,怎么操作?
今天存储和光通信板块领跌市场; $APPL 继续被sell the news;
不要慌!
SpaceX IPO、FOMC会议等大事件前,跌的越多,越是机会;
从7620的高点, $SPX 已经跌了5%到7238,也是我们说的不错的分批建仓位;
$INTC $DRAM $ASX 等在昨天反弹中,高位止盈部分后,现在价格又回来了;
$INTC $DRAM $ASX 买回来了一些到总体5.5成仓位;
计划:
SPX 7000点附近,会加仓到8成;
SPX 6800点附近,会满仓。
希望市场给机会。
After TP in yesterday’s rebound, $SPX continued lower today just as expected. What to do now?
Today, the memory and #CPO are leading the market lower, while $AAPL continues to get sold on the news.
Don’t panic!
Ahead of major events such as the SpaceX IPO and the FOMC meeting, the more the market falls, the more opportunity it may create.
From the recent high of 7,620, $SPX has already declined about 5% to 7,238 — a level we previously identified as a good zone to start scaling in.
$INTC, $DRAM, and $ASX, which we partially sold into strength during yesterday’s rebound, have now pulled back to attractive levels again.
I’ve bought back some $INTC, $DRAM, and $ASX, bringing my overall exposure back to roughly 55% invested.
Plan:
Around SPX 7,000, I plan to increase exposure to about 80%.
Around SPX 6,800, I plan to go full position.
Now let’s hope the market gives us the opportunity.
Bought some $ORCL leaps today at open
2x from here for $ORCL before Dec 2027 seems like a no brainer for me
Working on analysis report for Oracle, will post in the few days. It’s one of few AI names that are still cheap currently
Discussed with a couple of fund manager friends these couple of days about the target price of Memory Stocks, including DRAM, Sandisk, and Micron, this year.
- $DRAM = $80- $100
- $MU = $1,200 - $1,600
- $SNDK = $2,000 - $2,300
NFA, DYOR.