---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/33696119.md"
description: "Adjusting the portfolio again, cutting $AMD(AMD.US) in half. Chasing some $SPDR S&P Biotech(XBI.US)$Direxion S&P Biotech Bull 3X(LABU.US), waiting for the market to continue trading on rate cut and recession expectations."
datetime: "2025-09-05T15:31:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33696119.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33696119.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33696119.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-CN/profiles/6620864.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/33696119.md) | [繁體中文](https://longbridge.com/zh-HK/topics/33696119.md)


# Adjusting the portfolio again, cutting $AMD(AMD.US…


### 相关股票

- [SPDR S&P Biotech (XBI.US)](https://longbridge.com/zh-CN/quote/XBI.US.md)
- [Direxion S&P Biotech Bull 3X (LABU.US)](https://longbridge.com/zh-CN/quote/LABU.US.md)
- [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md)

## 评论 (6)

- **王雨佳知行合一 · 2025-09-05T17:18:44.000Z**: One-third of the position
  - **晓风 morning_wind** (2025-09-06T00:16:35.000Z): Full. Only the adjusted portion is displayed
- **价值&核心&只买龙头 · 2025-09-05T16:32:35.000Z**: Why switch to biology?
- **海鸥子 · 2025-09-05T15:33:55.000Z**: What is the logic behind the rise of biotechnology?
  - **晓风 morning_wind** (2025-09-05T15:39:06.000Z): Interest rate cuts and recessions are both favorable for this sector. It has been sluggish for 4 years. Even when Hong Kong's biotech and pharmaceutical stocks rose, it didn't. Of course, it has recen