麦田美股
麦田Rye前IT从业人员，现专职美股交易。波段交易。分享个人观点。全部内容都不是投资建议。
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | maitian99.substack.com |
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04.06 啥都不做，现金最好
我今天盘中会调整仓位，持仓将只有两个标的：做多10%的 ，做空15%的 ，以及75%的现金。直到周三。
04.02 没有好机会
特朗普今天的全国演讲，对市场来说非常糟糕。他目前的计划是再猛烈打两周，然后不管霍尔木兹海峡是否依旧关闭，他都会宣告胜利然后美国就撤军了。他的这个计划对原油市场是灾难，油价会持续高位，美股也不会有真正的“反弹”。
26.3.31 继续仓位调整
如上图，平仓了做空韩国 。因为市场反弹。
26.3.31 仓位调整
如上图。平仓了中概股 原因：不是波段的重点，分散精力了。这个仓位有点多事了。
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