中文翻译
一个大幅回调在整体走势图里看起来只是一个小小的波纹，这一点其实挺说明问题的。 这说明 “Serenity Stocks” 随时间的表现会怎样？ 除此之外，我开始觉得大家对预期定得太高了。 现在如果 $SOI 或 $HPS.A 不是每天涨 10%，大家就会失望。可在以前，年化 15% 回报都已经算很好了。 这种回调从拉远看其实很正常，哪怕它们有些还是美国媒体自己造成的。 通常如果某样东西是多年光学超级周期的核心组件……或者像变压器/开关设备那样积压了好几年。 晚上睡觉会轻松很多。
· 方法论
大回调只是图上的小波纹
英文原文
The fact that a large correction looks like a little blip in the overall charts. Is pretty telling for how “Serenity Stocks” performs over time? That aside, I’m starting to think everyone’s expectations are too high. Now if $SOI or $HPS.A are not up 10% a day people are sad. Before 15% return a year was considered very good. Corrections like these are normal if you zoom out, even if they’re self-inflicted by US media. Usually if something is a core component in a multi year optical supercycle… Or are backlogged by multiple years for transformers/switchgear. It’s a lot easier to sleep at night.