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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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