Post
wesley教授
Influential Creator
今晚半导体集体反抽，AMD 一口气涨七个点、博通涨六个点，我手上这几腿存储多单账面瞬间好看了不少。后台立刻有人喊：空神你看，这不就该转多了吗？
我泼盆冷水：顺风局才是最容易让人上头的时候。扑克里最危险的从来不是输钱那一手，是连赢几把之后觉得自己无所不能、开始乱加注的那一刻。我这点反抽多单从第一天就说清楚了，轻仓赌一口超卖后的饭钱，不是我对这轮 AI 泡沫转了向。
账面一绿就想重仓追的，先问自己一句：你赚的是判断，还是运气？分不清这个，迟早原路还回去。
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