$LITE 24 hours falls 4.6%, with the semiconductor sector following the pullback in US stocks’ tech sector. Uncertainty around Trump’s policies suppresses risk appetite, and capital retreats from high-beta assets. But with funding at zero, it suggests longs and shorts haven’t been fighting fiercely yet—it’s not panic selling. This round of decline looks more like a tide of sentiment receding rather than a liquidity crisis. Only when it breaks below the 900 round-number level will it be truly weak; for now, it’s just profit-taking. I will watch for confirmation above 900; if it effectively breaks down, I’ll consider shorting with a small position of 5000u following the trend.

Trading label: #TradFi #链上美股 #LITE

Where do you think this set of judgments is most likely to be wrong?