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← @hibtc37

$GOOG

BULLISH2026-07-22
Price around the call
↑ 2026-07-22
By horizonMaturing · ~17 trading days to go
1d
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5d
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21d
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Original post
37度 · 2026-07-22

$GOOG Gemini每天都限制我pro的用量(fable 5也同样),能看出算力非常紧缺,想在今晚谷歌财报看到降低资本开支的描述是不太可能的,这是需求端决定的 但对于半导体板块,预期拉到极满,已经计价了这些利好,叠加近期回调30%左右去了杠杆和宏观风险,这次谷歌财报即使超预期,对于半导体依然是分歧极大的一次,所以昨天预测会出现逼空和多空双爆的局面 市场对半导体一致性过高,并且价格跑到了AI落地之前,整个美股科技股实际上是处于周线级别的回调当中,那么就需要非常大的震荡洗盘,才能让市场对半导体回归理性和合理的估值 对于半导体,逢高减仓或者空,跌多了做反弹,可能是不错的策略,短期想要回到单边牛趋势可能很难,因为去杠杆的资金是直接归零和消息的钱/信用,同时,这对市场的信心冲击是很大的,如果牛市还在,那么需要时间去修复

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