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TraderS | 缺德道人
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当然，在流动性泛滥的扩张周期，越是无用越不好定价越能拉的高，王宁的POPMART就是这个逻辑。但现在加息周期刚开始，泡泡玛特也从高位下来了，所以还是等等再看吧。
如果美国真的进衰退，中国进通缩，那就变成现金为王了。不过我觉得应该没那么悲观，现在这波还是属于涨高了正常回调，后面等APEC和G20吧
TraderS | 缺德道人
Putting sentiment aside, isn't the current price of the three major memory stocks, especially Hynix, less attractive than Bitcoin? Even if big tech stocks fall further, they still have factories, workers, production lines, demand, orders, and financial reports. Their fundamentals are much stronger than Bitcoin's. But if you say it's just crypto sentiment, then there's nothing to do about it $SNDK $MU $SKHYNIX
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