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wesley教授
Influential Creator
空神也做多？这两天我在存储股上确实挂了点超跌反抽的小注。有人立刻要截图喊「打脸」，先别急。低频大注的逻辑里，仓位分两种：一种是信念仓，方向看死了敢重敢抗；一种是试探仓，赔率够好就下一点，错了立刻认。存储这波杀得够狠，短线有超跌修复的空间，但我心里很清楚，这是反弹，不是反转。AI 去泡沫的大方向没变，一根反抽改不了估值要挤水分这件事。所以我只给它小注、给它窄窗口，下周海力士财报一出方向就定了，在那之前我不会把它当信念仓来扛。看空和做多从来不矛盾，分不清信念仓和试探仓，才是大多数人亏钱的根。$MU
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