早上我說過,SNDK我看的是1950附近這個位置,不是高位追。今天白天最低剛好打到1949,盤中看起來很嚇人,但盤後又拉回1985,至少說明這個位置有人願意接。這種票波動本來就大,不能看一天紅綠就下結論。

MU也是一樣,今天跌得很重,但財報前本來就容易上下洗。它最低到1038,收在1051,盤後回到1065。這種走法不好看,但也不是直接沒救。我的想法很簡單,財報前先看它能不能慢慢修回去,不會因為一天急跌就把整個記憶體邏輯推翻。

SPCX今天反而是比較穩的。前面跌得急,今天能收回到156,盤後還有一點往上,這種票我不會吹它馬上大漲,但至少它今天沒有繼續往下壞,後面我會繼續看它能不能慢慢修復。

MRVL今天跌得也難看,所以早上只放小倉是對的。它現在不是最強的票,不適合重倉硬扛,但盤後還能回一點,我會先看它明天能不能把今天這根跌幅修掉一部分。

我平時也會在群裡分享自己的看法,有興趣的朋友也可以一起加入交流討論。

TG:@utumn223

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