大非农趋冷,加息预计推迟,利好,加仓了些 $TSM 449 $ASML 1860 $DRAM 65 $GLW 224 The Nonfarm Payrolls report came in softer than expected, pushing back expectations for the next rate hike — a positive development for the market, so I added to a few positions. $TSM at 449 $ASML at 1,860 $DRAM at 65 $GLW at 224
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