中文翻译
谢谢，这些只是我投资组合中的小仓位。我在 $AXTI 或 $OSS 等小盘股上并没有高集中度持仓。 但它们在最近两个月仍上涨了约 70-80%，$LPTH 则基本盈亏平衡。 尽管美国市场近期有所下跌，但光子学(Photonics)/存储(Memory)板块以及日本/韩国的海外股票一直表现强劲，起到了支撑作用。
· 业绩复盘
博主澄清小盘股仓位低，但光子/存储及日韩股表现强劲。
英文原文
Thanks, those are small weightings of my portfolio. I don't have high concentration in small caps like $AXTI or $OSS. But they're still up 70-80% or so in the last 2 months, $LPTH is around breakeven. Photonics/Memory and foreign equities in Japan/Korea have been hard carrying despite any US recent market drop.