和硕怡亲王
09-18
$纳指三倍做空ETF(SQQQ)$
补仓以后，成本好不容易下20了。纳指要破两万点，我才保本。纳指这么疯狂的？？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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亿千
10-13
亿千
哈哈 成本在20 .你就慢慢感受今年的纳指冲破25000把
亿千
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和硕怡亲王
:
市值啊. 一个2000e，一个150e. 你觉得你拉动前者2倍简单，还是后者简单. 不能因为它长得太多它就该空. 逻辑可以画饼 且有业绩支撑的票，市值50以下的，给他10倍的预期都是符合美股评估的
亿千
回复
和硕怡亲王
:
当板块动荡时，才会出现细分. 去伪存真. 锂矿的并购，能带着稀土矿开始狂涨. 不要去质疑资本的想象力. 你的较真要在市场负反馈时才去做空闪迪. 我们就看到四季度 他们能不能新高
和硕怡亲王
回复
亿千
:
存储芯片，涨价缺货的是hdm、ddr4、ddr5。这些是三星镁光海力士的市场。闪迪是做的nand，和他关系其实不大。
和硕怡亲王
回复
亿千
:
nand 涨价10-20%。销售额也有些许增长。股价涨了3倍。怎么撑？镁光我不空，是因为三星镁光是龙头。并且镁光股价也没涨这么疯狂。
亿千
回复
和硕怡亲王
:
你空闪迪简直就是无脑. 我买的美光 140上的车. 逻辑是啥？ 因为它连阳？ 你要看存储芯片的价格涨到啥样子了. 产业逻辑的票 连续大跌 才适合去空. 也就是连阴. 连阳的美股票你空它一定会很惨
全部15条回复
和硕怡亲王
10-13
和硕怡亲王
不讲道理狂拉，我也知道。比如20年拉新能源三傻。所以我不空渣渣企业，流通市值100亿刀的我才空。
和硕怡亲王
10-13
和硕怡亲王
闪迪q2通知q3提价10-20%。q3 营收，我估计有增长，但是不超过30%，利润肯定也是增长。股价目前同比8月涨了300%。闪迪最大的市场是美国、中国、欧盟。目前中美贸易战，中美后续大概率会相互加税，闪迪的在中国市场的竞争力就会降低。三星海力士铠侠，就不受这因素影响。何况国内还有长江，也能凑合用。
和硕怡亲王
10-13
和硕怡亲王
11月开财报就能现原形。他可以涨，但是三倍的涨幅，都透支到明年了。
叶落朦空
09-18
叶落朦空
纳斯达克就不歇歇的吗？打兴奋剂了吗？
General Lee
09-18
General Lee
美股真的就不回调吗
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