有所为，有所不为，交_老虎社区_美港股上老虎

有所为，有所不为，交易不是要求时时刻刻都要进场交易，一是看投机市场的整体走势，二是看交易者自己的状态，当行情节奏错乱不堪，或者自己状态不好的时候，什么都不做，就是最好的操作，很多交易者亏钱，不是严格止损有问题，而是有些交易根本就不应该进场发生$紫光股份(000938)$ $光迅科技(002281)$

英特尔崩盘后拿下代工大客户，困境反转要来了？

英特尔今日微跌0.70%，在上周财报崩盘后逐渐企稳，基本面开始现暖意——Yahoo报道其代工业务"刚拿下一个重量级大客户"，且服务器芯片"定价权明显改善"。更微妙的是，中国存储巨头长鑫被指押注英特尔与AMD而非英伟达，或为其代工与服务器生态带来增量想象。坏消息出尽后，英特尔的困境反转叙事能立住吗?

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