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Call · @aznpr7de · unranked
@aznpr7de
@aznpr7de · Tue, Aug 11
市场点评 2026/8/11 (好久没写了) 1. 过往数据来看,半导体跌20%左右,基本都要震几个月才能走出来。现在就是这个阶段; 2. 8月反弹看着还行,但主要是超跌反弹,能不能持续还很难说; 3. 半导体出现反转,需要芯片、设备、存储、CPO得一起V,还得有更强的外部催化,比如明晚的CPI/Trump taco;24d agoview on X ↗media on X
tweeted Tue, Aug 11 · counted from Wed, Aug 12 close
Confidence
Medium0.84
Counted from
Wed, Aug 12 · market close
Rank since this call
7—Aug 28
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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.
Active call · day 23 · fades out by Sep 22
