Replying t_老虎社区_美港股上老虎 - 老虎社区

Replying to @LesleyNewman:只看安全边际这个价格是否买入//@LesleyNewman:商学院这段挺有意思，AI存储我也偏长看，sell put 这手你更看波动还是估值？

@MingPanda：今天美股 AI 股尤其是存储，GPU，CPU 等成交量最多的股票都有一定幅度的回撤，首当其冲的是美光科技 (MU) 回撤 -6.17%，闪迪 (SNDK) 回撤-5.44% 我更多把这些理解为通胀，国债和流动性导致的避险和获利了结。我还是看好 AI 存储的长线稀缺性，今天正好做一些 Sell Put 我中意的标的。今天也是在杜兰大学弗里曼商学院的最后一天，教授讲课和闭学式。明天我们就要出发去旧金山了。教授讲的内容正好是和投资和做研报相关的。杜兰大学每年让商学院的学生有机会去参访企业，做出小盘股为主的研报，我觉得这真是对学生很有价值的事，对企业也是双赢，获得了更高的曝光度。只是感觉在这 AI 时代，这里的很多股票的机会都不会太大。

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