$AMAT $LRCX $AMKR 等20天盈利30-40%，恭喜跟上的老铁们！ 市场近期轮动到半导体设备制造板块，AMAT等领涨市场； 先进封测近期AMKR利好不少；推背感十足；日月光也不错； 止盈了部分；恭喜跟上的老铁！ 今晚FOMC会议，利率不会调整，看看沃什发言带来惊吓还是惊喜； 如果带来杀跌，会加仓些强势股； 目前市场情绪面不高； 若有回调，可以买。 点赞，关注，不迷路！ $AMAT, $LRCX, $AMKR are up 30–40% in just 20 days — congrats to everyone who followed along! The market has recently rotated into the semiconductor equipment sector, with tickers like $AMAT leading the rally. Advanced packaging and testing has seen a wave of positive catalysts lately, giving $AMKR tremendous momentum. $ASX is also performing well. I’ve taken partial profits — congrats again to all who got in! Tonight’s FOMC meeting is unlikely to bring a rate change, but we’ll see whether Warsh’s comments deliver a surprise or a shock to the market. If his remarks trigger a selloff, I’l
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