中文翻译
@ThetaHarvest 即使美国升级对华贸易战，我认为 $UNH 或 $DKNG 根本不在乎，所以我趁回调买入。至于底部在哪，我不清楚。我只是认为再降息两次加上季节性因素是极强的顺风，就像上次关税下调一样，市场会自行理顺。
· 个股论点
无视贸易战影响，逢低买入UNH和DKNG，看好降息与季节性利好。
英文原文
@ThetaHarvest Even if US escalates a trade war with China, I don’t think $UNH or $DKNG cares at all, so took advantage of the dip. Bottom wise, no clue. I just think two more rate cuts and seasonality is an extremely strong tailwind and like the last tariff drop, it will sort itself out