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不過，比起這些短線波動，我這周最大的收穫反而是——有時候放棄一個交易，比堅持更重要。 我本來想趁機搶 Micron 的反彈，但看到盤後情緒越來越弱，量能也跟不上，索性把單子刪掉。回頭看，這個決定至少幫我避開了 10% 以上的跌幅。
另一方面，消費與醫療賽道倒是給了意外驚喜。Walmart 的銷量和前景指引都非常強勁，Abbott 更是直接砸 210 億收購 Exact Sciences，股價立刻跳漲。這些都提醒我：市場不只有 AI，還有很多行業默默在走強。
總結一句，這周雖然波動大，但也是很好的一課：順勢很重要，耐心更重要。