美股 三星砸存储，成惊弓之鸟！IGV难得，突破高看！ASML、AVGO、AMD、NVDA！TSM暂无减仓计划！
July 7, 2026
Summary
No summary available yet.
Trade Actions
| Ticker | Action | Condition | Price at Call | Status | Rationale | |
|---|---|---|---|---|---|---|
ASML Holding N.V. · Technology | buy | if price ≤ $1000 | $1747.28 | expired — superseded by a later call | 更穩妥的，那就要到1000 | |
ASML Holding N.V. · Technology | buy | if price ≤ $1400 | $1747.28 | expired — superseded by a later call | 穩妥一點的，那就要到1300到1400 | |
Taiwan Semiconductor Manufacturing Company Limited · Technology | sell | if price ≥ $500 | $432.57 | Not yet triggered | 除非它跑到500往上...我認為才值得去減一點 | |
Taiwan Semiconductor Manufacturing Company Limited · Technology | buy | if price ≤ $400 | $432.57 | Triggered · 7/17/2026 | 400塊附近是激進的 | |
Broadcom Inc. · Technology | exit | if price ≤ $324 | $370.78 | Not yet triggered | 跌破了324，就兩字。逃跑。 | |
Broadcom Inc. · Technology | buy | if price ≤ $365 | $370.78 | Not yet triggered | 在324到365的位置，對吧，是一個高增長穩妥的地方 |