Miss Fu
83 posts


两倍做多海力士和三星,连续涨了 6 个交易日后,今天终于迎来了回撤。
海力士跌超 5%,三星跌 4.69%。
今天下班后复盘了下,跌的原因大概有几层。
一是前面涨太快了。连续上涨后,获利盘本来就会出来。
二是韩国市场今天整体回撤。KOSPI 盘中冲高后大幅回落,半导体作为前期主线自然是最容易被兑现的方向。
三是韩国AI 全民红利的政策讨论,引发了市场对半导体利润重新分配的担忧。SK海力士、三星电子出现短线跳水。
四是外资最近在阶段性卖出三星和海力士,短期资金有从半导体切到机器人等方向的迹象。
另外三星自身还有劳资谈判和罢工风险。
昨天我和老公也在商量要开始逐步减仓。涨久了人也是会恐惧的,毕竟没有哪一只股票可以一直上涨。
海力士破 100,三星电子破 150,本来是我预设的阶段性减仓点。
但问题是我却没有把这个计划变成交易动作。没盯盘,也没有提前挂限价单。
想着明天再看看,然后今天就跌了。海力士和三星这两个仓位,今天浮亏 2 万左右;
再加上闪迪、AMD、英伟达的浮亏,今天账户整体浮亏已经超过 6 万。
随着账户资金变大,单日波动金额确实越来越明显。
以前涨跌几千块小几万,心里没什么感觉。现在高点和低点之间,有时候能相差十几万。
更何况我买的是两倍做多产品,涨的时候很爽,跌的时候也很猛。不过账户多经历几次回撤,人会多少麻木一些。
海力士我已经获得了2倍的收益,三星加上之前获利的,收益有两倍多。虽有想过清仓,但暂不会实施,清仓后再买入的感受完全不同,那时候会惧怕追高,想等回调,这就可能会导致买不进去,错过上涨机会。
由此看炒股正是在管理和历练自己在不同位置上的心理承受能力。
总之减仓计划如果只存在脑子里,那就不算计划。账户变大以后,非常需要把纪律执行到位。


中文

It’s very possible that @elonmusk is an alien. He is very smart, works unlike any human being that I know. He never sleeps, rarely defecates, and has created electric cars, neuro stimulators, rockets and artificial intelligence. The aliens have been here all along!
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Delete in 5 hours!!!
U.S. stocks remain strong, with tech leading the trend. $NVIDIA (NVDA) continues to drive momentum.
Feb, Mar, Apr — I called opportunities, most people missed them.
Before next month, you need to be in position — or wait for the next cycle.
Prepare $100 USD (not $1,000).
This stock is around $10 now, with potential toward $40+.
Linked to Nvidia and Tesla, Inc. (TSLA) supply chains.
Visible only to those who like and follow this post
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My April stock advice:
Enterprise AI / software leaders.
$MSFT (Microsoft) — Strong Buy
$AMZN (Amazon) — Strong Buy
$GOOGL (Alphabet) — Strong Buy
$CRM (Salesforce) — Buy
$NOW (ServiceNow) — Buy
$PLTR (Palantir Technologies) — Buy
$DDOG (Datadog) — Buy
$MDB (MongoDB) — Buy
$AI (C3.ai) — Don’t buy

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To be deleted in 22 hours!!
$MSFT — 425 → 590.
$META — 675 → 860.
$AMZN — 264 → 315.
$GOOGL — 344 → 420.
$CRM — 178 → 265.
$NOW — 90 → 145.
$PLTR — 143 → 195.
$DDOG — 129 → 175.
$MDB — 254 → 330.
$SNOW — 140 → 205.
The fastest way to save $5,000,000 by 2027:
Buy before April 30.
Current price: $72.15
Target price: $310
This company is leading the evolution of high-bandwidth memory and advanced packaging — critical technologies powering AI systems built by AMD and hyperscalers.
Most people won’t even hear about it until it’s already up 1,000%.
Go back to the homepage, click on the profile link and send '77' to get free skyrocketing stocks~

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