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杰克船长宏观策略
@macrotradecn
Joined September 2011
0 Following    0 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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