穿越周期，做大概率方向！_老虎社区_美港股上老虎 - 老虎社区

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穿越周期，做大概率方向！

Leader
01-26

$英特尔(INTC)$ $博通(AVGO)$ $Visa(V)$ $洛克希德马丁(LMT)$ $黄金/美元(XAUUSD.FOREX)$

英特尔暴跌17%

供应端短缺，制造良率低产能不足，

丢市场份额，预期指引低不太好反转，

下周开盘有机会的赶紧出

扭亏为盈是改善，懂王+英伟达背书，

X86，18A，简单说就是四季度库存掏空了，

1季度疲软没货卖，2季度才能反转

需要良率提升，属于技术爬坡期

英特尔46.5能出则出，出不掉价值投资等反转，预期仓位5%，最多10%，别轻易补仓

最新操作：

老铺黄金730，800已清大部分留利润持仓

博通336，331，328短线335出，继328补到314.5

LMT590+已出大部分，留利润持仓

英特尔暴跌17%接45持仓3%

XAU已突破5000，黄金etf拿稳！

公众号：HopeLee OnePiece

分享个人投资经历及未来布局

# 恐慌情绪扩散！黄金能否站稳$4800？

修改于 2026-01-26 10:25

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。

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824
·01-26
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四五年前的票还在，穿越牛熊了属于
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- Leader:
  厉害👍
  01-26
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historyiong
·01-26
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英特尔暴跌出货明智，等二季度反转机会
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- Leader:
  嗯哼
  01-26
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马虎恶魔号
·01-26
说得好
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OnePiece</p><p>分享个人投资经历及未来布局</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8cb93dfbf1691d6a97008ffec6f1c3b\" tg-width=\"1080\" tg-height=\"1920\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c345be384a28d09ccedd6cc4853d0f4\" tg-width=\"1242\" tg-height=\"1468\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88425e73529b406fccadac063617d94f\" tg-width=\"1242\" tg-height=\"1436\"></p></body></html>","htmlText":"<html><head></head><body><p><a title=\"$英特尔(INTC)$&nbsp;\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a title=\"$博通(AVGO)$&nbsp;\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a title=\"$Visa(V)$&nbsp;\" href=\"https://laohu8.com/S/V\">$Visa(V)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a title=\"$洛克希德马丁(LMT)$&nbsp;\" href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a title=\"$黄金/美元(XAUUSD.FOREX)$&nbsp;\" href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p><p>英特尔暴跌17%</p><p>供应端短缺，制造良率低产能不足，</p><p>丢市场份额，预期指引低不太好反转，</p><p>下周开盘有机会的赶紧出</p><p>扭亏为盈是改善，懂王+英伟达背书，</p><p>X86，18A，简单说就是四季度库存掏空了，</p><p>1季度疲软没货卖，2季度才能反转</p><p>需要良率提升，属于技术爬坡期</p><p>英特尔46.5能出则出，出不掉价值投资等反转，预期仓位5%，最多10%，别轻易补仓</p><p>最新操作：</p><p>老铺黄金730，800已清大部分留利润持仓</p><p>博通336，331，328短线335出，继328补到314.5</p><p>LMT590+已出大部分，留利润持仓</p><p>英特尔暴跌17%接45持仓3%</p><p>XAU已突破5000，黄金etf拿稳！</p><p>公众号：HopeLee OnePiece</p><p>分享个人投资经历及未来布局</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8cb93dfbf1691d6a97008ffec6f1c3b\" tg-width=\"1080\" tg-height=\"1920\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c345be384a28d09ccedd6cc4853d0f4\" tg-width=\"1242\" tg-height=\"1468\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88425e73529b406fccadac063617d94f\" tg-width=\"1242\" 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