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不过，比起这些短线波动，我这周最大的收获反而是——有时候放弃一个交易，比坚持更重要。 我本来想趁机抢 Micron 的反弹，但看到盘后情绪越来越弱，量能也跟不上，索性把单子删掉。回头看，这个决定至少帮我避开了 10% 以上的跌幅。
另一方面，消费与医疗赛道倒是给了意外惊喜。Walmart 的销量和前景指引都非常强劲，Abbott 更是直接砸 210 亿收购 Exact Sciences，股价立刻跳涨。这些都提醒我：市场不只有 AI，还有很多行业默默在走强。
总结一句，这周虽然波动大，但也是很好的一课：顺势很重要，耐心更重要。