会飞的葡萄
2026.02.03 13:59

Today, the main trends in technology and U.S. stocks remain largely unchanged. The slow bull rhythm of QQQI, which combines dividends and tech as a double insurance, feels quite comfortable. VGT, holding onto the AI trend, continues to hit new highs, making it feel more secure to hold. SPXL is still a thrill for leverage enthusiasts when it rises, but I’m too cautious to go all in. The pullback in uranium (URA) is a bit embarrassing—just last week, we talked about a breakout, and now who can withstand the retreat? Vietnam (VNM) got hit by India’s policy hammer, proving once again that emerging markets are tough. Overall, the tech sector still gives me some faith; the rest are either passive or just small positions for watching the show.

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