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一邊釋放流動性，一邊打壓半導體｜交易筆記 2026-08-19
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开多 HYPEUSDT @ 72.0932251
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开多 HYPEUSDT @ 72.1075124
顺哥。Orcl 110-115 跟我抄底；上几个星期160 跟我赚钱跑路80 percent仓位, 现在143，开始吸引我的目光。我个人觉得135-140 附近可以慢慢建一点仓位。下一波短线...
大家可以看看我2/10/26 和2/25/26 对XLV MRNA 这些看法。今天黑马收成。下来需要看NVO Tem. 希望有一天也有这种Moderna 爆发。
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顺哥。MRNA 早上升了110 percent, 40-50 买仓位，我124-150 跑光了。现在190。有可能逼空到好像COVID 时候350. 变成meme stock. 人生如此，不冒险了。等待了八个...
217.5出掉205一半的cbrs

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