中文翻译
这市场太残酷了。 如果你的股票名字里没有 Win，比如某只晶圆代工…… 那大概率宏观因素会比个股基本面更重要，比如 $MU 和 $META。 只是提醒一下，这时候不要上杠杆，也不要不负责任地过度加仓。 尤其是如果有限地面入侵随时可能开始……这可能意味着冲突延长和供应链进一步受扰。
· 方法论
提醒市场很残酷，不要在地缘风险下过度加杠杆。
英文原文
This market is brutal. If your stock doesn’t have Win in its name like a certain foundry… More likely than not macro > individual stock fundamentals from $MU and $META. Just a good reminder not to margin or irresponsibly overleverage during this time. Especially as a limited ground invasion might begin anytime… this might foreshadow extended conflicts and potential supply chain disruption.