我的最新持仓及后续计划（08-02）

信仰守望者2022

本周海力士是绝对的主角，大起大落让人欢喜让人忧。周五白天的大涨和周五晚上的大跌，让人很困惑，是不是AI硬件真的只是死猫跳，下周又要大跌？是不是资金已转移到云服务和AI软件了？二倍做多海力士是不是真的要磨损归零？杠杆ETF新规真的会让二倍做多海力士永远回不了本？长鑫LPDDR6的新进展是不是对海力士又会造成暴击？确实有太多的问题等在下周揭晓答案。针对这些问题，我也只是谈下个人浅显的看法，仅供参考。先亮出个人的最新持仓：

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