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← @hibtc37

$MU

BULLISH2026-06-24
Price around the call
↑ 2026-06-24
By horizon✗ miss-26.4%
1d
✗ -6.0%
5d
✗ -21.0%
21d
✗ -26.4%
Original post
37度 · 2026-06-24

昨天浮亏了9万新,创新高, $MU $SNDK $DRAM 跌13-15% 幸好从前两天开始做对冲和减仓高久期股,加上昨晚的开盘对冲,我现在的仓位防御极强,进攻也有力 6月份前,继续趁回调扩大存储和光筹码,一直拿到openAI/Anthropic上市,那时也是存储产能疯狂扩张/预期开始,那时MU估计是2-3T,然后浇给 沃什时代,业绩爆发股会被资金极度追捧,相反空中楼阁股会被极度虐杀 AI军备竞赛根本停不下来,明年就是2万亿的Capex,大科技纷纷增发/发债融资,最终受益占大头的是芯片、存储、光 这个人类史诗级泡沫,我怎么能错过!

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