美股大涨！反转还是死猫跳？重点个股点评与计划

Name: 美股大涨！反转还是死猫跳？重点个股点评与计划
Uploaded: 2026-03-31T00:00:00+00:00

March 31, 2026

Summary

今天美股因特朗普表示愿意结束伊朗军事行动而大幅反弹，纳斯达克涨近4%。老李认为反弹是否反转需观察纳指能否突破22000点，且地缘政治仍存不确定性。
老李点评多只个股：美光（MU）目前可少量开仓买入；特斯拉（TSLA）可于371入场，360以下加仓；微软（MSFT）可于370少量买入，350以下加仓。
提供多个股条件买入价位：RKLB在60和53附近买入；AMD在188和172买入；台积电（TSM）在320和307买入；博通（AVGO）在295-308区间买入；Visa（V）在270以下加仓；Sofi在15以下加仓。
老李账户今日上涨7300多美元，总资产回到26万美元以上，强调下跌中不要清仓，应保持持仓和现金。

Trade Actions

Ticker	Action	Condition	Price at Call	Status	Rationale
SOFI SoFi Technologies, Inc. · Financial Services	buy	if price ≤ $15	$15.88	expired — superseded by a later call	14.8也就是15以下 15以下我会去继续加仓 Sofi
V Visa Inc. · Financial Services	buy	if price ≤ $270	$301.61	expired — superseded by a later call	我会在270以下可能考虑去再进行加仓
AVGO Broadcom Inc. · Technology	buy	if price ≤ $308	$309.02	expired — superseded by a later call	博通我给到的点位也是两个位置308和295 295到308这个区间范围大家就可以考虑去开仓进行买入
TSM Taiwan Semiconductor Manufacturing Company Limited · Technology	buy	if price ≤ $307	$337.16	expired — superseded by a later call	TSM我给的两个位置啊分别是320啊分别是320跟啊308 306 307
TSM Taiwan Semiconductor Manufacturing Company Limited · Technology	buy	if price ≤ $320	$337.16	expired — superseded by a later call	TSM我给的两个位置啊分别是320啊分别是320跟啊308
MSFT Microsoft Corporation · Technology	buy	if price ≤ $350	$369.37	expired — superseded by a later call	下方350呢是进一步去加仓的这样一个位置
MSFT Microsoft Corporation · Technology	buy	immediate	$369.37	expired — superseded by a later call	在当前370这个位置...也可以进行少量的买入
AMD Advanced Micro Devices, Inc. · Technology	buy	if price ≤ $172	$203.43	expired — superseded by a later call	AMD最近一次更新的点位是188跟这个172啊分别是买入开仓和加仓
AMD Advanced Micro Devices, Inc. · Technology	buy	if price ≤ $188	$203.43	expired — superseded by a later call	AMD最近一次更新的点位是188跟这个172啊分别是买入开仓和加仓
GOOGL Alphabet Inc. · Communication Services	buy	if price ≤ $270	$287.39	expired — superseded by a later call	设定的下一步的加仓的位置呢是在270啊270以下我会继续对谷歌呢去进行加仓
GOOGL Alphabet Inc. · Communication Services	buy	immediate	$287.39	expired — superseded by a later call	我在前几天290左右的时候加仓过三股的谷歌
RKLB Rocket Lab Corporation · Industrials	buy	if price ≤ $53	$64.22	expired — superseded by a later call	下面53是可以进一步去加仓的一个位置
RKLB Rocket Lab Corporation · Industrials	buy	if price ≤ $60	$64.22	expired — superseded by a later call	RKLB给到的位置是60是第一个可以开仓少量开仓的位置
TSLA Tesla, Inc. · Consumer Cyclical	buy	if price ≤ $360	$371.75	expired — superseded by a later call	下方的360以下是咱们进一步去加仓的位置
TSLA Tesla, Inc. · Consumer Cyclical	buy	immediate	$371.75	expired — superseded by a later call	现在就可以上车371这个就可以上车就可以少量的开仓买入
MU Micron Technology, Inc. · Technology	buy	immediate	$337.79	expired — superseded by a later call	现在这个位置从估值上来看就可以入场了