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← @jimmyhuli

$TSM

BULLISH2026-07-13
Price around the call
↑ 2026-07-13
By horizonMaturing · ~12 trading days to go
1d
✗ -0.6%
5d
✓ +1.5%
21d
…
Original post
Jimmy狐狸 · 2026-07-13

fun fact: 自从 6 月 25 日的高点以来,SK Hynix solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 已经跌去了 1/3 的市值。而 CSOP 7709 已经从高点跌到 1/3,跌去了 70%。 FY2026 Forward P/E = 6.19x FY2027 Forward P/E = 4.57x 如此低的离谱的估值,我认为 solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 应该还有 2-3 倍的增长空间。 但随着韩国去杠杆的进行,如同前两个月的单边暴涨行情可能就很难了,更会像 $TSM 的缓慢增长。中间也会伴随着华尔街 “存储见顶” 的看空声音而来回波动。 因此这一轮过后,7709 投资价值就不高了。 但我曾经有 80-60-40 的抄底计划,大意就是 7709 到 80 抄底 1/3 子弹,到 40 就打光子弹 all in。基本面没有任何问题的情况下,别人恐慌的时候也是抄底赌反弹的时候。 反弹过后就清掉了,不必长持。 另外我给我新家 WIFI 起名 CSOP-7709

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