· 业绩复盘

祝贺$EWY大涨,并复盘自己对存储板块波动率扩张判断的正确性。

涉及标的:

中文翻译

@Vcondry84 恭喜 $EWY 实现三位数回报! 我认为短期波动性比长期波动性更准确,因此这主要是我对存储(Memory)的方向性论点,而非波动率扩张。但很高兴我在这么短的时间内把后半部分(波动率扩张)看对了。

英文原文

@Vcondry84 Congrats on the triple digit return for $EWY! I do think short term volatility was more accurate compared to long term so that was mainly my directional thesis on memory rather than volatility expansion. But glad I got the latter part right in such a short timeframe

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