大摩喊今年半导体资本开支1.2万亿刀，NVDA订单破万亿、MU的HBM卖到27年，板块β没塌。SOXL就是这波的三倍放大镜，8月4日单日干+19.87%不是盖的。 daily reset 的损耗我认，所以只拿来吃几日趋势段，不当月供。方向对时，它比挑个股省心。
#TradFi晒单
#TradFi晒单
Post
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SOXLUSDT
Perp
19X
Closed Long
Realized PNL (USDT)
+0.03
+0.31%
Entry Price
135.24
Avg. Close Price
135.37
From @负五倍空's position data
Close Time: 2026-08-05 10:19
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