$ARM Holdi_老虎社区_美港股上老虎 - 老虎社区

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xtcliff2024
06-13

$ARM Holdings(ARM)$

美伊和谈初步达成，双方纠结的无非是海峡按照美国规则进行（无收费）还是按照伊朗规则进行（收取1-4美元服务费）

但双方在通行船只数量恢复到战前并无争议。

只要船只恢复，服务费就相当于对油额外征税，会被这个复杂体系吸收掉

油价一旦下到75美金，美联储的加息压力将大大缓解

原先压在半导体和AI链上的一座巨山算是移去了.

经过前一段的回调，杠杠的拥挤度也回到适中水平.初步看多ARM到427

# 晒晒更赚钱

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