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← @jimmyhuli

$MXL

BEARISH2026-07-24
Price around the call
↓ 2026-07-24
By horizonMaturing · ~20 trading days to go
1d
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5d
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21d
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Original post
Jimmy狐狸 · 2026-07-24

今天市场继续 Risk Off 华尔街的看空,给短期技术面带来压力,叠加宏观的不利因素 - 伊朗战争升级、美联储加息的风险,今天 High Beta 大跌。 所有 AI 相关股票被甩卖,毫无抵抗一路下跌。buy the dips 没什么意义。 比较夸张的: $MXL 财报超预期后,大跌 -20% 我也不建议去 time the market,博短期反弹行情,你也不知道是不是抄到底,或者能反弹到什么位置 留出子弹,一些 high conviction、明显低估的股票留着作为长期投资的仓位,有很便宜、长期确定性很好的机会则可以买点 leaps,就是我想的操作了 另外我也买了 $SQQQ 做对冲,Nasdaq-100 会被大科技拖累向下,是很大概率的事。 今天 Nasdaq-100 就领跌各大指数。

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