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

黄金破4400白银上66,CPI前抢跑抢什么?

黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?

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

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OnePiece</p><p>分享个人投资经历及未来布局</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8cb93dfbf1691d6a97008ffec6f1c3b\" tg-width=\"1080\" tg-height=\"1920\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c345be384a28d09ccedd6cc4853d0f4\" tg-width=\"1242\" tg-height=\"1468\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88425e73529b406fccadac063617d94f\" tg-width=\"1242\" tg-height=\"1436\"></p></body></html>","htmlText":"<html><head></head><body><p><a title=\"$英特尔(INTC)$&nbsp;\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a title=\"$博通(AVGO)$&nbsp;\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a title=\"$Visa(V)$&nbsp;\" href=\"https://laohu8.com/S/V\">$Visa(V)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a title=\"$洛克希德马丁(LMT)$&nbsp;\" href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a 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