✅ ASML 把满分卷递过来了，但它是红笔写的:
Let me translate this for you guys: Basically, it's the only company in the world that can build advanced chip-making machines. Now they're telling you that people are already waiting in line for three years to get their hands on them. This is the hardest evidence in the entire AI industry chain than any analyst report could ever provide.

2️⃣.今天🆚昨天，情绪怎么走:
🧭 Put simply: The limit-downs are continuing to narrow + the Shanghai Composite has recovered above 3800 = Panic is subsiding; but shrinking trading volume + continued weakness in the ChiNext = Money isn't flowing back in. With these two factors combined, today's market outlook is "can't fall much further, but can't go much higher either." The two biggest no-nos in this kind of market are: selling at the bottom and chasing highs during weak rebounds. The right approach is to hold onto what's right, identify new trends, and wait for tonight's CPI to give us direction.

3️⃣.半🧠导体:I'll probably start tomorrow, But there are three red lines: only invest in equipment chains, don't touch storage lithography machines; take small positions in batches instead of going all in; don't make any moves until tonight's CPI data comes out.

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