$AAOI 150 的位置连续两次被拒绝。 之前说过，真正站稳 150，才意味着市场开始接受第二轮估值扩张。 但目前两次被拒，伴随暗池派发，这个位置要注意风险了。

@bboczeng 数学上VOO的性价比还不及momentum—预期收益/vol。指数其实好处是vol低，可以杠杆 但是每次危机的时候SPX（VOO）黑天鹅实际波动很大，导致不善管理风险的散户杠杆买风控极难。左右都有beta情况下真没必要拿指数 买了不看VOO风险控制、收益远远不如买momentum股票

孙哥确实是一个非常具备前瞻性眼光的人， 除了人际交往上，他教的我已经全部知行合一了 炒币赚到钱了，存储芯片也赚到钱了， 毕业之后即使家人可以大额赞助 也坚定拒绝买房买车，现在看来都是十分正确的决定 另外喜马拉雅的音频我全听完了，咸鱼买的盗版; 《这世界既残酷也温柔》书我也看完了， 六天看完正好卡了个七天无理由退货

Exclusive: SK hynix to Increase NAND Production in China by 50% SK hynix is resuming construction of its second NAND flash plant in Dalian, China, expanding its local production capacity by approximately 50%. Construction of the Dalian Fab 2 began four years ago but was suspended for an extended period following the memory market downturn. SK hynix plans to begin installing semiconductor production equipment by year-end and bring the fab into full operation in the first half of next year. According to semiconductor industry sources on August 11, Solidigm, the NAND subsidiary of SK hynix, resumed investment in Dalian Fab 2 in the first half of this year and restarted construction. Production equipment is expected to begin moving in as early as November, with the fab slated to establish a mass-production system and begin manufacturing NAND flash in the first half of next year. The new line is reportedly designed for monthly wafer input capacity of around 50,000 wafers. Combined with the existing Dalian Fab 1’s capacity of 100,000 wafers per month, this would increase SK hynix’s local production capacity by approximately 50%. Investment in Dalian is moving forward again after a four-year hiatus as the expansion of artificial intelligence data centers drives a surge in demand for enterprise solid-state drives, pushing NAND prices to nearly 10 times their level a year earlier. SK hynix launched Solidigm after acquiring Intel’s NAND business in 2021, taking over Dalian Fab 1 and the surrounding site before beginning construction of Fab 2 in May of the following year. However, the memory downturn and U.S. restrictions on exports of semiconductor manufacturing equipment to China brought progress to a halt, leaving only the fab’s structural framework completed. With the construction of Dalian Fab 2, SK hynix is pursuing a two-track NAND production and sales strategy. The company plans to manufacture lower-layer NAND based on mature technology in Dalian while concentrating production of advanced, high-layer-count NAND in Cheongju. Dalian is expected to focus on improving productivity for 100-layer-class NAND based on Intel’s mature floating-gate architecture, while production of NAND with more than 300 layers is expected to be concentrated at domestic facilities such as the M17 fab in Cheongju. The company previously announced that it would invest KRW 19.1 trillion in the Cheongju M17 fab, with plans to open its first cleanroom by the end of 2028 and manufacture next-generation NAND products there. “Dalian Fab 2 is planned to use the same equipment configuration as Fab 1,” an industry source said. “My understanding is that it will have monthly wafer input capacity of between 40,000 and 60,000 wafers.”

对的，明明早就应该已经清仓了 但还会反弹一下，比如上周的lite，aaoi，spy，qqq 骗你一句： 老乡别走 你就乖乖又回来赌博了 然后再全部亏掉 😓😓😓 当然，我要声明一下 定投voo除外 我现在看空只是限制了voo仓位的上限

年初一堆策略師喊謹慎： 中期選舉年，美股通常最差。 但本猿一早就說， 今年最大的風險不是太樂觀，而是太保守。 結果才 7 個月，回報已超過歷史全年平均。