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wesley教授
wesley教授
Influential Creator
前两天我把存储从空翻多、仓位压上去，今天美股存储回调，有人等着看笑话。但我看的是牌面不是当天情绪：马斯克说内存需求增速远远超过供应，华邦电子 Q2 净利暴涨 256 倍、客户已经在抢订 2030 年的产能。供给紧到要提前四年锁产能，这不是一天股价能证伪的东西。低频大注的意思就是——论点没坏，回调不平也不加，扛着。$MU 你们是跟着换方向了，还是还抱着上周那张空单？

Snapshot at Aug 07, 2026, 11:37

SKHYNIXUSDTperpetual3xBuyOpen position
Trade
Floating PnL
-12.75%
Average sub-order price1,057.35Mark price1,012.41
XMU-0.10%
MU0.00%
5 more
11:37 · 08/07/26·4.95K views·Posted on OKX Orbit
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