说一下大家关心的存储_老虎社区_美港股上老虎 - 老虎社区

Aarron实战日记

说一下大家关心的存储我自己拿了两倍$SK海力士(SKHY)$ $2倍做多海力士ETF-Corgi(SK)$ 两倍$美光科技(MU)$ 两倍$闪迪(SNDK)$ 还有$胜宏科技(02476)$ ，这个股价对应这个财报，不怕还有两倍amd，当然期权是废了，现在半导体主流票确实是人血馒头，一致看多也要拿低价筹码。不要急看远一点。产能都锁到27年28年了，什么产业的确定性有这个强，现在普遍市盈也就30-40。它敢跌我就敢拿。反而是涨多了拿不住。另外明晚8:30的非农很重要。关乎9月加息预期是否完全降温。我认为明天会不错！

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

拜仁15慕尼黑
08-06
拜仁15慕尼黑
我觉得没啥，之前2-3月份的时候还一起买过呢财报的呢哈哈哈，保持自己的判断也很重要，这次时间上可能没判断好，而且下周行情还不好说呢，那之后再做回来就行
- Aarron实战日记:
  嗯啊感谢兄弟其实也还好股配期权做的股还有机会
zhou321
08-06
zhou321
这几天有点背！我不相信继续背！[龇牙]
- 赵丽颖打打123回复Aarron实战日记:
  看到越哥开的是下周的到期，就感觉这些担心越哥是考虑到的
- Aarron实战日记回复Boo_2486:
  不平
- Aarron实战日记:
  不平
- Boo_2486回复Aarron实战日记:
  amd和闪迪的期权暂时还不平仓？
- Aarron实战日记:
  也不是期权我特意没开这周的末日 amd和闪迪还有点机会
华尔街赌侠
08-06
华尔街赌侠
今天看开盘能不能开在1350上方
- 华尔街赌侠回复Aarron实战日记:
  哈哈哈pray for it[看涨][看涨][看涨]
- Aarron实战日记:
  那估计是想多了
- 华尔街赌侠:
  不然这波反弹就打破了
hafa
08-07
hafa
老哥和我拿的差不多，就是这个海力士我最近真看不懂，一直起不来。我拿了很久了是南方的那个两倍，今天三星和恺侠都不跌，他怎么一直跌跌不休的，没道理啊，难道空头还没获利了结吗
ruan_7128
08-07
ruan_7128
老大言之有理，我正考虑SK海力士，做个2～3年的定投，你看怎样？
- 丑小妖回复ruan_7128:
  做过上一波的主升浪。现在不再看好
- ruan_7128回复丑小妖:
  需求太大了
- 丑小妖:
  太疯狂了
mic
08-06
mic
这么爆发增长的票看市盈率是不是没有参考意义呀？比如闪迪季度eps都40了，看前瞻市盈率都是不到10倍呀……

发表看法

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