苹果岁岁
2026.03.04 10:49

Semiconductors and communication equipment are all in the red again today. $Lam Research(LRCX.US), $Teradyne(TER.US), and $Ciena(CIEN.US) all took a big hit. My heart aches for the bros who just averaged down... only $Cisco(CSCO.US) held up a bit better. Every time you think the adjustment is almost over, it goes down another level. Semiconductors really are one wave after another. But honestly, this pullback isn't without its benefits. The chance to buy low seems both near and far. Might as well lie flat and watch the show for now, since we're already used to the wild ups and downs.

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