$甲骨文(ORCL)_老虎社区_美港股上老虎

Geinibei
07-15

$甲骨文(ORCL)$ 这一刀戒骄戒躁，好样的。半导体周期顺了一两年，让甲骨文上了一课。除了最后一波储存，每一波都能按顺序吃上。260的时候已经翻倍了没跑，以为会和错过的储存一样继续飞。还是要看清本质，现金流还没有传导到这块不要急。AMD，INTC，几个爆炸标的全部都在低点进，但是大仓位跑太早，流下的期权不多。投资还是要稳中求险，止盈追涨的技术还是要练。

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雁门关向东二万五千里
·07-16
微软，甲骨文先出；谷歌，英伟达随后
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