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← @shufen46250836

$AMKR

BULLISH2026-02-10
Price around the call
↑ 2026-02-10
By horizon✗ miss-19.0%
1d
✗ -6.6%
5d
✗ -12.9%
21d
✗ -19.0%
Original post
shu fen · 2026-02-10

A股今天震荡走势,非要说哪个领域表现比较强,影视传媒板块,这是A股独有的交易规矩, 比如每逢春节前炒作影视传媒,十一小长假炒作酒店住宿,这些领域量化聚集,如果你没有提前埋伏,追高必被量化毒打 昨天早盘进的太空卫星铲子股春晖这两个交易日表现的不错,机器人也有春节的催化事件, 在A股不要频繁关注太多领域,机器人,科创50作为压舱石,然后你会发现真的会遥遥领先……另外春节持仓好过空仓,但仓位要在新质生产力上 美股昨晚AI应用大涨,这阶段做多IGV的胜率不错,昨晚把币股割肉了,止盈了ALAB 部分仓位,换到了IGV和另外一个做芯片上游铲子股,自此仓位完成整个芯片产业链的闭环 生物医药➕芯片上中游铲子➕数据中心基建核心股(博通和甲骨文),攻守平衡,我很满意, $AMKR 财报喜人,那 $MKSI 也不会太差,VRT COHR 看的有点难过,因为它们涨的太好了,而我卖早了……

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