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← @jimmyhuli

$ONTO

BULLISH2026-06-25
Price around the call
↑ 2026-06-25
By horizonMaturing · ~0 trading days to go
1d
✓ +6.9%
5d
✗ -9.3%
21d
…
Original post
Jimmy狐狸 · 2026-06-25

$MU $SNDK $PENG 昨天只有存储与相关股票涨(如 $TER $ONTO ),其他基本上都在跌。 和年内加息的预期、和流动性都有很大关系。 流动性很差,养老金再平衡、美联储收紧,可以看出来市场没有钱进来了,板块之间吸血的现象很严重。集中度越来越高。 Mag 7 也是被吸血的对象了。 没什么好说的,除了存储,别的该减就减 即使存储,也会有大幅波动的可能。 苹果因为存储涨价,不得不给 Mac 涨价。可以肯定 9 月份的 iPhone 新机肯定也会涨价! $AAPL 崩 存储赛道都还不错,包括我昨天介绍的 $PENG

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