5天前买入的标的盈利不错,涨幅5-15%不等,恭喜! $ASX $AMKR $TSM $DRAM $COHR $INTC $HOOD 等持仓都止盈了部分; 周四的大非农,贝森特在打预防针了; 太热的话,9月加息就要板上钉钉了。 The positions we bought five days ago have performed very well, with gains ranging from 5% to 15% — congrats! I’ve taken partial profits in $ASX, $AMKR, $TSM, $DRAM, $COHR, $INTC, and $HOOD. Thursday’s U.S. nonfarm payrolls report will be the key event to watch, and Bessent is already preparing the market for it. If the labor market comes in too hot, a September rate hike could become all but certain.
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