穿越周期，做大概率方向！

$英特尔(INTC)$ $博通(AVGO)$ $Visa(V)$ $洛克希德马丁(LMT)$ $黄金/美元(XAUUSD.FOREX)$

英特尔暴跌17%

供应端短缺，制造良率低产能不足，

丢市场份额，预期指引低不太好反转，

下周开盘有机会的赶紧出

扭亏为盈是改善，懂王+英伟达背书，

X86，18A，简单说就是四季度库存掏空了，

1季度疲软没货卖，2季度才能反转

需要良率提升，属于技术爬坡期

英特尔46.5能出则出，出不掉价值投资等反转，预期仓位5%，最多10%，别轻易补仓

最新操作：

老铺黄金730，800已清大部分留利润持仓

博通336，331，328短线335出，继328补到314.5

LMT590+已出大部分，留利润持仓

英特尔暴跌17%接45持仓3%

XAU已突破5000，黄金etf拿稳！

公众号：HopeLee OnePiece

分享个人投资经历及未来布局

修改于：01-26

美伊战火连升八晚、油价跳涨2.2%，美股扛得住"三重风险"吗？

地缘风险持续升温。周末美军完成对伊朗连续第八晚打击，目标包括沿岸监视与防空设施，伊朗则继续向约旦、科威特、巴林等地还击，地区临时停火进一步破裂。霍尔木兹海峡通航风险陡增，近期单日仅录得3艘船舶穿越，沙特已将逾七成原油出口改道红海。原油（CLmain）跳涨2.23%，油价上行将直接推升通胀担忧、强化美联储维持高利率甚至再度加息的压力，高估值科技股或首当其冲；黄金虽有避险买盘支撑，也将受到利率预期上行的牵制。当周一美股要同时消化"油价+通胀+地缘"三重风险，你更看好原油、黄金，还是逢低布局美股？

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。

精彩评论

824
01-26
824
四五年前的票还在，穿越牛熊了属于
- Leader:
  厉害👍
historyiong
01-26
historyiong
英特尔暴跌出货明智，等二季度反转机会
- Leader:
  嗯哼
马虎恶魔号
01-26
马虎恶魔号
说得好

发表看法

5

4

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