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

中东局势不明！黄金or原油，接下来你看好？

黄金反弹昙花一现，周五日内倒V，盘中较日高跌超5%、跌破4500美元重要支撑，全周暴跌超10%，创1983年3月以来最大周跌幅，伊朗战争开打以来三周连跌。白银日内重挫6.7%，全周累计跌逾15%。布油涨超4%，徘徊于110美元附近。WTI原油周五日内涨3.6%。迪拜原油期货暴涨16.48%，全周累计涨26%。【中东局势不明，接下来你更看好黄金or原油？】

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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