july he
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美中贸易战再度升级，美国宣布对中国关键商品加征新一轮关税，科技股大幅下跌。我认为这类“关税贸易”事件短期会加剧市场波动，但也可能带来“TACO交易”机会——即政策宣布后市场恐慌下跌，随后因政策缓和或推迟而反弹。
我在纳指下跌当天买入 Nvidia 和 Meta，目标收益10–15%，目前已浮盈约6%。同时配置黄金 ETF 作为防御。策略上，我会继续关注政策动态，逢低布局优质科技股，并控制回撤在5%以内。
这次操作让我意识到，快速反应和情绪判断是关键，未来还需加强对政策细节的跟踪。
我在纳指下跌当天买入 Nvidia 和 Meta，目标收益10–15%，目前已浮盈约6%。同时配置黄金 ETF 作为防御。策略上，我会继续关注政策动态，逢低布局优质科技股，并控制回撤在5%以内。
这次操作让我意识到，快速反应和情绪判断是关键，未来还需加强对政策细节的跟踪。
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july he
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$Meta Platforms (META.US)$ 我不太交易Meta。。现在是买入的好时机吗？我知道这是一家非常优秀的公司，只是想听听大家的意见。
已翻译
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july he
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july he
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