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- 万乐小朋友万乐小朋友
  ·2018-05-29
  危机末期
  $三倍做空原油ETN(DWT)$ $美光科技(MU)$ $洛克希德马丁(LMT)$ $诺斯罗普格鲁曼(NOC)$ 逻辑：大路货石油跌，美元有限，石油你不卖他卖;稀缺货科技涨，美式供给侧收割。这次是美国是要重塑世界秩序（欧元对美元霸权的挑战，中国国家资本主义对美国的全球的威胁），和2000年的科技泡沫截然不同，全球一地鸡毛后，秩序未重塑前，军事对抗却不可少。欢迎讨论。
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