SpaceX今天跌16%,SPCX跌到155,RKLB被拖累跌6%。
沒有持倉的人,可以先看戲。有持倉的人,現在是最不該割肉的位置。 新股上市兩週,從210砸到155,把IPO溢價幾乎吐完。空頭現在喊“還有50%下行空間”,是因爲他們做空了,當然喊。但你看看真實的賣壓——首日追高的人已經認虧出局,恐慌盤已經釋放了兩輪,現在割肉的人和首日割肉的人是同一批。真正的大資金,進場的節奏不是砸到155才追着砍,是等着接那些割肉盤。
155能不能接?如果你打算持有三個月以上,155可以開始建第一筆。如果你只是想做短線,這個位置不值得,波動還沒結束。 RKLB更是如此,SPCX暴跌它跟着跌,不是因爲基本面變了,是因爲情緒拖累。SPCX見底的時候,RKLB會彈得比它快。
短線想賭反彈的,等SPCX站回170以上再說。長線想拿的,155以下分批買,別一把打滿。至於RKLB,90以下比SPCX的155安全邊際更高。剩下的,是耐心活。
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