$SK海力士 (SKHY.US)$ 吗滴 周一再来一次 我all in
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$SK海力士 (SKHY.US)$ 真会玩 可惜我没上车 太遗憾了
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$高通 (QCOM.US)$ 跌到150我再加
$高通 (QCOM.US)$ 高通上半年的高光时刻很难再现了
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$SK海力士 (SKHY.US)$ 期权溢价简直高得离谱。而且，由于套利者也在兑现ADR溢价，7月最后一周很可能出现大幅隐含波动率（IV）回落。
鉴于当前半导体板块估值过热，我对它们并不太看好。我们都看到了，仅仅因为市场传出Meta可能削减AI资本支出的传言，整个板块就应声大跌。不过，海力士的财务状况足够强劲，吸引我关注。我仍保持谨慎，但我相信自己不会像那边的倒霉投资者那样惨遭重创……
鉴于当前半导体板块估值过热，我对它们并不太看好。我们都看到了，仅仅因为市场传出Meta可能削减AI资本支出的传言，整个板块就应声大跌。不过，海力士的财务状况足够强劲，吸引我关注。我仍保持谨慎，但我相信自己不会像那边的倒霉投资者那样惨遭重创……
已翻译
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$Lumentum (LITE.US)$ 跑什么跑 摩根说1200的 现在白菜价
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