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wesley教授
Influential Creator
周五半导体集体超跌反抽，AMD 一天拉了 11 个点，美光、SK海力士也跟着回了口血，我手上这几腿半导体多头底仓账面跟着缓了一下。
但先把话说清楚：这是超跌反抽里的战术单，不是信仰反转。用扑克讲，这手更像河牌被动跟个小注捡便宜，不是重仓价值下注。周四刚系统性去杠杆、费城半导体单日砸掉十个点，周五靠技术超卖弹三点，弹性从来不等于趋势。
真到我认的那个反抽衰竭区间，该翻空还是翻空。手上这点多头，涨回来就减，不恋战。你们怎么看这波半导体，是真见底还是喘口气？
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