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杰克船长宏观策略
@macrotradecn
Joined September 2011
97
Following
162.5K
Followers
杰克船长宏观策略
@macrotradecn
2026.07.07 04:44
等待海力士ADS、长鑫IPO 海力士,明年拍3倍,综合杠杆率3倍(拍的),最高点-28% A股存储,明年拍25倍,综合杠杆率1.3倍(拍的),应该回撤多少…35%?
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