---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39221679.md"
description: "继续加仓了海力士和大幅加仓三星，都是两倍做多，要做就做时代确定性的东西，业绩最爆炸的。"
datetime: "2026-03-12T11:03:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39221679.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39221679.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39221679.md)
author: "[抗氧抗氧](https://longbridge.com/zh-CN/profiles/19757643.md)"
---

# 继续加仓了海力士和大幅加仓三星，都是两倍做多，要做就做时代确定性的东西，业绩最爆炸的。…


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