TiugHn♪'

@TingHu888 x.com/i/grok/share/e…***

有一种人的谈恋爱方式是你上头了Ta就走，这种人还是很渣的，但投资要学习这种方式，市场上头了你就得走，而不是等人家下头了你还在问为什么？明明基本面挺好的，为什么跌成这样？都是市场的错。难道上头时候的高溢价就是合理的？你“谈恋爱”的对象在本质上有了质的飞跃了吗？

@TingHu888 x.com/i/grok/share/e…

这股有高位大利空：二季度净利润预计环比下滑太多，涨这么多，净利润环比不增加，还下滑不少，人家业绩爆炸好的存储都跌很多了！而且他前面的很多利润还有很多是因为囤货涨价，但最暴力的存储产品涨价阶段已经过去了。这股从技术面上看，右肩是很好逃的，无论是基本面还是技术面还是高位情绪面都可以逃

@TingHu888 x.com/i/grok/share/e…

这个可以讲讲～ 第一个减仓的位置是7月1号制定的“整体减仓，趋势上，弱直接去，强留(留一部分)”的策略，不过这不属于右肩，属于高位情绪回落的避险。 第二个位置是典型的技术面右肩，反弹不过前高又继续下行。当然，单独只看这个指标有卖飞的风险。但正好这个技术面指标出现在9号根据情绪面做开盘高开卖的策略这里后峰哥几乎满仓买入，又提供了一个卖出指标。 最后一次卖出机会是7.14号的假支撑信号，拿到这个位置的人估计也不会卖，甚至还可能抄底等反弹，结果被714晚间的业绩预告（远低于市场预期）闷杀了。也就是所谓的基本面看不到右肩，但实际上这并不是完整的基本面。事实上，业绩预告之前，市场就知道他们家的利润主要来源之一就是囤货涨价赚到的，可是存储产品涨价的加速度正在放缓，面临高位炒作溢价回调的趋势。另外一个重要点是，国内兆易创新的爆炸业绩是7.9号盘后发布，后续直接跌。所以，德明利从基本面出发，也不应该等业绩预告才走或博弈业绩预告，至少10号跟着一起走。 从多方面讲，都是不应该吃到最近的连续一字跌停的。

@TingHu888 x.com/i/grok/share/e…

基本面最有效的阶段就是中间一段，好的(注意，是好的)基本面选手通常能吃到这一段，但基本面的弊端就是容易吃到大回撤。因为很多票在基本面没变化，甚至还有更好的情况下，市场就开始用脚投票，开始提前兑现了，毕竟前面基本面的溢价太高了。但基本面选手反而因为价格涨的更加确定基本面优先，放心拿。

@TingHu888 x.com/i/grok/share/e…

Just binged the first three episodes of this mind-bending thriller—twists I never saw coming, and the lead’s performance is next-level. Cannot wait for the next drop!，

[Thanksgiving special: Roast turkey with cranberry sauce u0026 mashed potatoes, 15% off this weekend only! Link in bio to order ]

Craving crispy Taiwanese fried chicken cutlet from the street stall by the metro Salty, juicy, and perfectly crunchy—your late afternoon snack fix is here!，

Turn an old mason jar into a cute desk pen holder! Add some colorful twine and a sticker, instant workspace upgrade ，

Today I found an old candy in my jacket pocket and it made my whole day Small unexpected joys hit different!

Another meeting done. Time to sneak a coffee and scroll for 10 mins before the next thing

Spent 20 minutes folding the clean laundry, now the sofa looks way tidier—small wins make the whole day feel better!

Just finished an AMAZING murder mystery murder mystery game with my squad! The plot twists had us screaming, and the immersion was 10/10—can’t wait to book the next one! ♀ #BoardGameNight #MysteryDateNight

Just finished a 30-minute co-op dungeon run with my teammate! Looted 2 rare weapons and almost wiped at the final boss—total fun for a lazy Sunday!，

Just hit level 15 in my cozy farming game, finally unlocked the greenhouse! Now I can grow exotic crops year-round—nothing beats this small win after a long workday

Growth isn’t about fixing flaws—it’s about learning to dance with the messy parts of you that make you, well, you.

Today I crushed my comfort zone! Small step forward = huge win for my growth. Who’s joining my challenge to chase that next milestone