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← @jimmyhuli

$CRDO

BULLISH2026-06-23
Price around the call
↑ 2026-06-23
By horizon✗ miss-21.5%
1d
✗ -0.5%
5d
✗ -5.4%
21d
✗ -21.5%
Original post
Jimmy狐狸 · 2026-06-23

今天全球科技股都在被抛售。韩股熔断,美股盘前大跌。 可能原因是 韩国去杠杆 + 美国上升的加息预期 + 市场又开始质疑 AI 投入产出的鬼故事。 美银称 “2026 年内加息三次” 我认为三次绝不可能,我甚至认为一次都不会。 $MU $NVDA $CRDO $MRVL 这些公司的基本面变了吗?完全没有。 基本面没有变的情况下,因为恐慌而带来暴跌,反而是抄底的机会。 让我想起了去年差不多这个时候,市场因为关税而恐慌,以为美联储不会降息了,甚至还会加息。 MU 有点特殊,今天盘后财报,大概率是会击败预期。这种情况下如果被 sell the news,大家放心抄底。 所以我今天的操作就是准备子弹。 如果其他质地很好的公司继续跌下去,我也会抄。NVDA, CRDO, MRVL, TSEM...

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