最近微软的大跌，事后_老虎社区_美港股上老虎 - 老虎社区

最近微软的大跌，事后来看是引领了科技股的调整，过去几个月科技股应该来说是最为拥挤的交易，我虽然没卖个好价钱，但总体还是赚钱的，清仓完卖了点put，看看什么时候能接回来吧

对冲基金头寸洗牌：科技巨头微软和Netflix补充

对冲基金在第二季度增加了对微软公司(MSFT)和Netflix Inc.(NFLX)等科技巨头的投资，但由于总统……

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价投人生
08-20
价投人生
$微软(MSFT)$ 市场在卖事实，财报的利好反而成为下跌的理由，看看其它非科技类吧，$美国前进保险公司(PGR)$ $ServiceNow(NOW)$ $应用材料(AMAT)$ 年底应该还有空间

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