$恒生指数 (800000.HK)$ 关于牛市中的调整：HK的行情走起来总是很慢，每一次趋势行情都会走几周乃至数个月。因此即便在这样的牛市中，调整的级别也是不容忽视的。控制仓位，耐心等待机会
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$英特尔 (INTC.US)$ 随着半导体板块其他的股票上涨，这里的资金会不断流走
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$Arista Networks (ANET.US)$ 我非常看好Credo、ANET和REDDIT这三只成长性的股票，在合理的价格买入应该会获得丰厚的回报
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$美国超微公司 (AMD.US)$ AMD走出右侧趋势，第一目标145
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$3倍做多半导体ETF-Direxion (SOXL.US)$ 前段时间大盘走势太过凶险 因此主要中心放在做空香港股市。这次回来 先看好soxl走出日线级别机会
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$恒生指数 (800000.HK)$ 自2024年2月以来牛市主升浪后调整的统计：14800升至19800，后跌回最低16500；16500升至23200，后跌回最低18800。调整幅度在15-20%之间
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$恒生指数 (800000.HK)$ 随着恒生科技多次测试顶部，这一轮主升浪已基本确定结束了。牛市里的调整，较好的情况是高位震荡，而从高点回撤10%，15%，20%也无非不可能，控制仓位，耐心等待下一次机会。
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$英特尔 (INTC.US)$ 裁员、改革的阵痛还没到来，业绩一片狼藉。再思考一下，现在才启动的AI计划，需要多久可以跟上英伟达？
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$英特尔 (INTC.US)$ 消息面的炒作不能持久，过段时间就会打回原形
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$恒指主连(2503) (HSImain.HK)$ 注意风险，恒指已经运行到周线上升通道上轨
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