Draren北美投資`

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之前给大家推荐的防御股HDV，今天上涨超过1%，股价几乎来到历史新高。 HDV今年到目前为止的收益是17%，跑赢标普大盘的10%。

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追涨高Beta股票，甚至去加杠杆追涨，你在做这个决定之前，就应该要想到会有单日暴跌的可能性，想清楚你是否可以接受，再去进行操作。 微软亚马逊Meta这些大家所谓的老登股（其实我也不知道这个词啥意思），很多人觉得它们涨的慢，但好处是它们跌的也慢，今天盘中亚马逊微软上涨1%，Meta微微上涨，英伟达谷歌微微下跌不到1%. 况且这些大科技之前几乎都跌到了低价位，可以长期入手的点位，我当时建议大家去提前布局，不要再去追高美光等存储板块，等他们跌回合理价位再去加码。 MRVL股价突破300的时候，大家也是情绪高涨，现在我看也没人讨论了，但220以下的MRVL其实远比300以上更具吸引力。

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盘前我看大家情绪都不高，主要是受到海力士大跌的影响，甚至我听说还有不少人上了几倍杠杆去追。。。 我自己没有这些标的，目前还有5%的美光，我的投资组合目前盘前下跌了不到0.7%, 正好是大盘的两倍，标普大盘盘前只下跌了0.35% ，下跌幅度甚至不值一提。美光目前也没有到需要加仓的价位。 我在之前美光财报后就一直在说，不建议追高存储，基本面上虽然仍便宜，但技术面已经跑得过热，短期甚至中期迎来回调和震荡都很正常。 另外再提醒大家一次，远离多倍杠杆，别只看到那些赚到大钱的，那叫幸存者偏差。

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ASML 深度分析，目标价位和加减仓点位分享 open.substack.com/pub/darrencr20…

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ASML本周三即将发布财报，给大家带来我对ASML基本面的深度分析，目标价格和加减仓点位分享。 文章同步更新在油管会员研究官频道： youtube.com/channel/UCi90p… 爱发电平台： ifdian.net/p/f722ae3a7f12… 以及最新开通的Substack: open.substack.com/pub/darrencr20…

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Meta个股深度分析，目标价位和加减仓点位分享 open.substack.com/pub/darrencr20…

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过去一周在油管会员频道更新了康宁，高通，Sofi以及甲骨文的深度分析，目标价格和加减仓点位分享。 本周新一季财报开启，各大银行首先登场，周三还有半导体板块的ASML, 周四有台积电和Netflix, 我到时候会在会员频道给大家带来财报分析，随后更新目标价位。 对这些内容感兴趣的朋友，欢迎订阅我的油管研究官会员频道， 我也会实时分享我每天的操作，会员朋友还可以加入我的500人美股交流微信群。 youtube.com/channel/UCi90p… 国内朋友可以加入爱发电平台，支持微信支付： afdian.com/a/darren 最近我还开通了substack账户，目前免费更新，欢迎大家订阅： darrencr2024.substack.com

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你可以订阅我的爱发电平台，支持微信支付。我的微信没有收款功能

Just finished binging the new variety show "Fun On The Go" and I’m already counting down to next week’s episode! The game segment had me laughing so hard I spilled my iced tea #VariShowBinge #WeekendVibes

Come join our community garden this Saturday 9am! We’ll plant veggies, meet neighbors, and get free homemade lemonade. All skill levels welcome!，

Just left the indie rock show at the small downtown venue—still buzzing from that last song’s guitar solo Best night of the week!，

Missing the sound of your laugh 3000 miles away, but every late-night call and silly meme swap make the distance feel smaller.

Just unboxed my long-awaited package! The wait was totally worth it—shiny and exactly what I wanted.

Quick sketch session with watercolors! Captured the soft glow of morning light through my window—art isn’t about perfection, it’s about the small, vivid moments we freeze. #ArtLovers #CreativeMoment，

Transform an old mason jar into a cute herb planter! No fancy tools needed—perfect for small windowsills.

Just caught the indie band’s electrifying live show at the downtown venue—voices, riffs and that raw vibe hit different. Don’t miss their next tour date!

New semester vibes: fresh notebooks, bold goals, and ready to grow! Let’s make this term unforgettable ,

[Cozy weekday win: a quick, homemade tomato basil pasta with a side of fresh greens—cheap, tasty, and ready in 20 mins! ]，

Just discovered the coziest hole-in-the-wall ramen spot in downtown! Creamy tonkotsu broth, springy noodles, and perfectly soft-boiled egg had my taste buds doing a happy dance. 10/10 will be back next weekend!

Just finished a long workday and am curled up with my favorite show, warm tea, no plans—this small, quiet comfort is exactly what I needed today.，