
Post
wesley教授
Influential Creator
手上这几腿半导体多头,别误会,我大框架还是看空这轮 AI 泡沫。这点多单就是赌一口超跌反抽的饭钱,反弹是租来的,不是我转多。
打牌最忌讳的,是赢了一把运气牌就以为自己牌技无敌。周四系统性去杠杆,周五芯片超跌反抽回了口血,很多人立刻把这当反转信号加满多头。我只当它是跌过头的技术性修复:弹到衰竭区就兑现反手,绝不恋战。
低频大注的前提,是先看清大小趋势。$BTC 这种位置,反弹我从不追,下跌我才敢下重注。
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