月下美人还是没人
04-15
$甲骨文(ORCL)$
从300多跌到140，跌了够久了。今天和Bloom Energy扩大合作，双方股价都大涨。加上换了新CFO、AI产品在推、手里还有大把订单，看着真要反弹了。
存储转向软件？IGV有上车机会吗？
半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】
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微微流年
04-15
微微流年
反弹可以有，反转再等等
什么也没有了～
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