· 业绩复盘

博主反思近期大幅回撤,称CPO持仓受损严重,自嘲策略为分散亏损。

涉及标的:

相关概念: CPO 共封装光学

中文翻译

我也这么认为。但在此期间,我将我的策略称为:分散亏损(Diversified Losses)。 涉及 $AXTI、$SOI、$AAOI 以及许多其他股票。 最近经历了大幅回撤, 共封装光学(CPO) 敞口受损最严重(如 Foci、Msscorp 等)以及相邻标的,感觉糟透了。 大概是个人的教训,我持有 https://t.co/Ob2No0rLa6 太多了。

英文原文

Think so. But in the meantime, I call my strategy: Diversified Losses. With $AXTI, $SOI, $AAOI, and many others. Had a massive drawdown recently, CPO exposure was hit the hardest (Foci, Msscorp, etc) and adjacent names, feels bad. Probably lesson personally, I had too much https://t.co/Ob2No0rLa6

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