11/5交易计划

得陇又望蜀

今日看盘前和夜盘，完全两个心态。绿Paopao裙的兄弟们一天好几个心情。。

我的资产回来了一些，今日29500，勉强凑合。

大盘今天盘前反弹，但是危险仍未解除，最怕先反弹，再回落。其实最好是先下再拉。

今日的主要计划是：

观察甲骨文

的标的，看是否止损。

Shop 建仓

CRWV 建仓

有一些日内标的，且走且看。

成于厚德，不可躁进。

共勉~

$Shopify Inc(SHOP)$ $美光科技(MU)$ $CoreWeave, Inc.(CRWV)$

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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