中文翻译
就在两个月前。 X 上几乎所有人都看空 $EWY、$MU、SK Hynix、Samsung,说韩国市场 / Memory 像“白银泡沫”。 还说 LNG / Helium / Oil 的担忧会把市场打下去。 现在突然那些之前发 doompost 的人都说自己“早就看多”了。 区别在于:你只是跟着新闻流跑,还是你真的把钱押上去,并且在大家都看空时站对了反向观点。 总之,$EWY 的多头现在已经涨了 350%+,这也说明现在噪音有多大。
· 业绩复盘
涉及标的: $EWY$MU$SK Hynix$Samsung
就在两个月前。 X 上几乎所有人都看空 $EWY、$MU、SK Hynix、Samsung,说韩国市场 / Memory 像“白银泡沫”。 还说 LNG / Helium / Oil 的担忧会把市场打下去。 现在突然那些之前发 doompost 的人都说自己“早就看多”了。 区别在于:你只是跟着新闻流跑,还是你真的把钱押上去,并且在大家都看空时站对了反向观点。 总之,$EWY 的多头现在已经涨了 350%+,这也说明现在噪音有多大。
Just two months ago. Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble". And that LNG/Helium/Oil fears would tank markets. Now suddenly everyone that was doomposting was "bullish" all along. There's a difference between just tagging along the news flow. Then having money at stake and having the correct contrarian opinion while everyone was bearish. Anyway, $EWY longs are now up 350%+, just goes to show how much noise there is nowadays.