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wesley教授
wesley教授
Influential Creator
说句可能打自己脸的话：我把存储的空头论点砍了，反手做多。别急着骂我变脸——交易不是比谁嘴硬，是比谁认错快。之前看空的逻辑是估值透支，但当长鑫敢拒绝苹果压价、连英伟达都要为 HBM 缺货给显存让路，供需这条腿已经站到了多头这边，原来的做空理由被现实一条条抽掉了。论点被证伪就该走人，死扛旧仓位是散户最贵的自尊税。方向我认，点位我不喊——自己看结构。$MU

Snapshot at 07 Aug 2026, 01:43

MUUSDTperpetual2xBuyOpen position
Trade
Floating PnL
+1.51%
Average sub-order price881.58Mark price888.23
MU-1.34%
MUU-2.27%
2 more
01:44 · 07/08/26·6.65K views·Posted on OKX Orbit
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