丁蟹NA
评论了
$高通 (QCOM.US)$
There was news about Huawei's new chips for their new smartphone. I assumed this news would be a negative catalyst for other chip makers. So naturally, I did a little research to find semi companies that have exposure to the chinese smart phone market.
I came across an article saying that Quolcom would be affected the most by this Huawei news.
I got short dated long puts for the end of the week in a few semi companies. As you can see, it paid off big...
There was news about Huawei's new chips for their new smartphone. I assumed this news would be a negative catalyst for other chip makers. So naturally, I did a little research to find semi companies that have exposure to the chinese smart phone market.
I came across an article saying that Quolcom would be affected the most by this Huawei news.
I got short dated long puts for the end of the week in a few semi companies. As you can see, it paid off big...
17
24
丁蟹NA
评论了
如果你昨天看过我的更新,现在没有任何变化。
$纳斯达克100指数主连(2412) (NQmain.US)$
期待最低13575,目标13740
现在应该有13430的支撑,低于这个水平则为13350。但我希望看见挤压行动 - UP UP然后继续UP!
$纳指100ETF-Invesco QQQ Trust (QQQ.US)$ 330!!!
****噢,有些重要的事情 - 如果QQQ突破了334.42,那么事情就从根本上发生了变化。那是8月份的高点,这将把我的判断由看淡转为看好。****
我持有的股票
$StoneCo (STNE.US)$
$纳斯达克100指数主连(2412) (NQmain.US)$
期待最低13575,目标13740
现在应该有13430的支撑,低于这个水平则为13350。但我希望看见挤压行动 - UP UP然后继续UP!
$纳指100ETF-Invesco QQQ Trust (QQQ.US)$ 330!!!
****噢,有些重要的事情 - 如果QQQ突破了334.42,那么事情就从根本上发生了变化。那是8月份的高点,这将把我的判断由看淡转为看好。****
我持有的股票
$StoneCo (STNE.US)$
丁蟹NA : 这纯粹是运气,那是 6 个月前,中芯国际大放异彩,每个人都知道他们在制造新芯片。即使是华为的新闻也是一周前。...
丁蟹NA :
丁蟹NA SpyderCall 楼主 : 从理论上讲,该行业的竞争越激烈,每个人获得的利润就越少。中国公司将把所有人的利润推向实地。但是,尽管政府采取了种种激励措施,但很难说贸易限制。
基础科学是一样的,这只是时间问题,中国迎头赶上,当每个人都在获利时,他们不应该一开始就戳中国/华为。无论中国进入什么行业,他们都将以极低的利润和高销量经营它们,并迫使其他所有人倒闭。
丁蟹NA Dons hobby : 我只是说这是延迟掉落。