加息落地后为利空，芯_老虎社区_美港股上老虎 - 老虎社区

山中一老白

加息落地后为利空，芯片股作为前一阶段支撑上涨的主力，刺破泡沫时下跌自然也是最凶的，近期不会选择对半导体做多。

昨晚开盘精确的买入了soxl的put$三倍做多半导体ETF-Direxion Daily(SOXL)$

下一个机会应该在vix指数，当vix短期被急剧拉高后，必然存在一波做空的机会。因为vix回归均值是不变的法则。$标普500波动率指数(VIX)$ 近期密切关注。

做完vix之后，下一波的上涨抄底时机就差不多了。上车机会还不成熟，时机正在酝酿。学会等待与蛰伏[嘘] [嘘] [嘘] [嘘] [嘘]

高通下跌，Arm上涨！你有押对吗？

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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