分享的观点图
我手里的155股终于解套了,今天卖了100股,只留下55股,因为最近财报让我担心AI对搜索广告的冲击,对长持信心不足。
Google's stock is down like crazy, and it's presenting a really good opportunity for a poor man's covered call. It's down 24% over the last 3 months, trading at $277.
今天不确定性落地,也许就是最终的转折点。500的美光在朝你们招手,30的英特尔在朝你微笑,200的谷歌在和你深情对望,我就是Buy the dip,长期持有。
谷歌可能会去测试 $270 的支撑,也是我个人会继续加仓的位置;如果未来能稳定在 $280,我也会考虑提前加点。