昨天止盈 $DRAM $TSM 等，今天马上大回调，接下里怎么办？ 昨天我们高位止盈了部分 $ASX $AMKR $TSM $DRAM $COHR $INTC 等持仓； 今天这些动能股出现了5-10%不等的大回调； 止盈很精准； 接下来如何操作？ 等待明天的大非农/失业率落地； 如果大非农过热，带来一波加息恐慌的杀跌，又是分批买入的机会； $TSM $ASX 基本面强劲； $DRAM 7月10日前还有波段机会。 点赞，关注，不迷路！ After taking profits on $DRAM, $TSM yesterday, the market pulled back sharply today. So what's next? Yesterday, we took partial profits near the highs in $ASX, $AMKR, $TSM, $DRAM, $COHR, $INTC, and several other holdings. Today, those momentum tickers corrected by 5% to 10%, making yesterday's profit-taking exceptionally well timed. So what's the game plan from here? We'll wait for tomorrow's U.S. Nonfarm Payrolls report and unemployment rate. If the jobs data comes in too hot and triggers another wave of rate-hike fears, that could create another opportunity
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