Post
wesley教授
Influential Creator
存储股这两天的戏码很有意思：海力士、三星财报一个比一个炸，内存喊着要短缺到2028年，可股价这两天反而是往下走的，SNDK从高位一口气回落十几个点，不少人看着就慌了。
我反过来看。财报炸裂、股价却扛不住，恰恰说明好消息早被提前买进了价里，剩下的全是获利盘在找借口离场。真正值得接的第二波空，不在现在这种恐慌砸出来的坑里去市价硬追，而在它反抽、把踏空的人重新骗回场的那口气上。
扑克里这叫别results-oriented：牌没到位就是不下注，哪怕你清楚方向是对的。子弹留着，等反抽那一下。你们是急着抄还是在等？
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