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BTC 奥特曼
BTC 奥特曼
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⚡存储三傻集体暴动!单日暴力拉升,但是我劝大家别上头 ⚠️个人复盘记录,不构成投资建议! 今天存储板块彻底杀疯了🔥 妥妥的AI算力最强支线,三巨头全线爆拉: $SNDK 闪迪 单日暴涨近8个点,直冲1740高位 $MU 美光 强势收涨5.7%,站稳979关口 $SKHY 海力士 同样拉超6%+,板块情绪彻底炸裂! 我想好多人都一脸懵:存储怎么突然又起飞了? 核心逻辑拆解清楚👇 1. 宏观利空落地,加息靴子落地,市场情绪直接释放,资金回流科技硬件赛道。 2. 行业基本面超级能打! SK海力士重磅官宣:2025-2027年将拿出50%以上自由现金流分红回馈股东,基本面诚意拉满。 3. AI存储超级周期根本没熄火! 高端HBM产能持续紧缺,头部订单直接排到明年,AI推理时代对高速存储的刚需持续爆发,供需缺口长期存在。 但!重点来了⚠️ 行情越疯狂,越要冷静! 说实话,现在位置我真的不敢追: ✅闪迪从低位直接翻倍,当前PE给到22倍,完全脱离便宜区间,溢价肉眼可见。 ✅美光业绩扎实最稳,但单日5个点大阳线透支短期动能。 ✅海力士HBM叙事最强、最有想象空间,但短期连续拉升,获利盘堆积严重。 我的真实观点: 中长期存储AI逻辑完全没坏,超级周期还在。 但短期属于情绪逼空、超涨行情! 千万不要一根大阳线直接改变信仰! 今天无脑追高的,大概率明天直接被套站岗。 最优策略:不追涨、等回调 耐心蹲5%-10%的回落低点,再分批低吸,安全边际直接拉满。 存储赛道一贯特性:涨得极致疯狂,跌得毫无情面。 狂欢别贪,稳健为王! #黄仁勋:英伟达明年芯片销量将翻倍 #全球高利率预期再升温 #海力士回应美国扩产传闻
BTC 奥特曼
BTC 奥特曼
【5000U Challenge | Dual Currency Win Real Trading Diary】 Day 1 1. Capital Situation Starting Capital: 5000U Current Capital: 5051.89U (Previously tested with 1700 USD, 1-month profit +11.60U, continuing the compound interest mode) 2. Current Main Dual Currency Win Positions ETH low-buy dual currency win Current Orders: USDT+USDC totaling 3814.91U Current Product Total Profit: +94.01U 3. My Dual Currency Win Philosophy I focus on ETH dual currency win, switching back and forth between spot and structured products. I do not bet on one-sided sharp rises or falls, but rely on exercising options to earn option income; when prices fall, I can buy ETH spot at a low price, and in a volatile market, steadily earn cash flow. Recently, various coins have been weak and volatile; my current idea is to continue placing low-buy dual currency win orders in batches, waiting for the market to pull back to absorb chips, so as to balance spot appreciation and annualized returns from financial products. 4. Market Observation $ETH maintains weak volatility, which is just suitable for the dual currency win strategy; volatile markets are the comfort zone for dual currency win. $XSNDK SanDisk is retesting the previous lower edge, consider gradually acquiring a small portion of spot. $XSOXL Semiconductor has reached a relatively comfortable spot zone, consider buying spot on dips. Daily reminder: Stick to Buffett's principles: First, never lose money; second, never forget the first rule. Personal real trading record, not investment advice #本周FOMC揭晓,加息能否落地? #闪迪MSCI调仓生效,NAND估值受关注 #微软单日市值增近4500亿,创美股纪录

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