第二阶段还没正式开始_老虎社区_美港股上老虎 - 老虎社区

狮子做趋势交易

第二阶段还没正式开始，第三阶段已经完成。

@狮子做趋势交易：第一阶段｜声誉与治理危机绯闻曝光、董事会调查、股东集体诉讼已经发生第二阶段｜国家安全调查升级情报机构调查、国会要求解释、出口合规审查扩大正在发生 3第三阶段｜失去管理权调查发现重大违规、董事会受到撤换CEO的压力假设第四阶段｜估值与信用重估盈利预期下降、信用利差扩大、评级可能下调假设第五阶段｜AI资本开支转向大型客户削减采购，企业失去部分超额利润假设第六阶段｜商业帝国长期衰退技术替代、利润率持续下滑、资产出售甚至业务拆分假设 $英伟达(NVDA)$ $iShares费城交易所半导体ETF(SOXX)$ $英特尔(INTC)$

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