$特朗普媒體科技集團 (DJT.US)$ wow,瘋了
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$3倍做空半導體ETF-Direxion (SOXS.US)$ SMCI今天股價跌了30%,作爲它的供應商的達哥能不受牽連嗎？達哥的業績就一點問題都沒有嗎？產品如此受歡迎，它的應收和存貨怎麼還那麼高呢？
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$3倍做多富時中國ETF-Direxion (YINN.US)$ 我對週六會議的解讀是--沒達到預期，方案就是就是走走看看，保持餓不死，也吃不飽的狀態，維持住國家基本運營。地方政府不僅有天量債務，還沒有其他發展的措施和手段，就是一個坐等的狀態。各地有自己的私心利益，過去透過本地在中央的力量，亂調配，今天同樣不會共進退。如果想這個遊戲繼續玩下去，中央只能出手。但真把地方債全兜底，中國就是下一個津巴布韋。這事就是拖着解決，沒有方案。
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$3倍做多富時中國ETF-Direxion (YINN.US)$ 純屬瞎猜哈！如果所有人都認定下週開盤就會大漲，國家隊會不會來個大洗盤動作呢？畢竟主要籌碼還在莊家和機構手裏。
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$3倍做多半導體ETF-Direxion (SOXL.US)$ 差不多就撤吧，說不定哪天房塌砸着
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$3倍做空半導體ETF-Direxion (SOXS.US)$ 老鮑明天砸盤，9月不減息。
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