$QQQ · David Lin · 2026-10-30
继续不碰 QQQ：这次退出是正确的，因为持有者今天亏了钱；在 QQQ 遭到抛售、纳斯达克100下跌10%的情况下，他不会为了抢反弹而买回，宁愿让市场重置并重新估值，也不愿去接飞刀。
逐段跳播
你说你已经清掉了 QQQ。结果证明这个判断是对的，因为任何持有 QQQ 的人今天都会亏很多钱。
You said you were out of the QQQ. Uh that turned out to be the correct call because you would have you know anybody who was in the QQQ would have lost a lot of money today.
比如，如果我们只看最近的价格走势，看看科技股或者半导体，看看 QQQ，它一直在下跌、遭到抛售，纳斯达克100指数已经跌了10%。
We are for example if we just look at the most recent price action we have seen technology if or semiconductors if we look at the QQQ it has been moving down and selling off we got the NASDAQ 100 down 10%.
你是在预期你刚才提到的这波反弹，准备重新买回 QQQ 吗？不，我们不接飞刀。我们就让它跌。让市场重新调整、重新估值。
Are you moving back into the QQQ in in anticipation of this bounce that you just mentioned? No, we don't we don't catch falling knives. We just let them fall. Let the market reset, revalue.
这个频道对 $QQQ 的历次判断
David Lin 在这只股票上共 2 条判断，这里只列相邻的几条。