【11.18美股】继续净空头,今天削减了多头仓位,增加了空头部分。今天新增空头 $net 逻辑是这次宕机事件,持续时间太长了,会有后续索赔之类的负面新闻。目前持仓如下:70%做空,30%做多。
我做空 $amd 已经开始大赚了。不到一周前,我这推文的信念是多么坚定,而且,正确。。。然后我刚发现,哈哈哈哈,某个在此推下面批评我的哥们,偷偷删了回复。
还是70%做空,30%做多,但是调整了一下,今天开始做空黄金了。这次通过做空黄金矿商的方式。 $gdx 目前持仓如下:
11.18收盘。65%做空,35%做多。标的除了上条推文那些没变化以外,新增了一个医保股,做多 $moh 。。。今天赚的太少了,小鸡腿宵夜。
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