David Lin 对 $SCCO 的判断变化

2026-10-02看涨
《Nearly Half The S&P Is Already Down 20% | Ted Oakley》
持有SCCO;长期质地优于近期表现不佳的影响。

我们确实持有它,比如 Southern Copper,还有 Freeport Macaran。我们会继续持有这些公司。我知道它们最近表现没那么强劲,在这里有所回落,但我认为从长期来看,而且这些年来它们对我们来说一直是好公司。

we do own it on Southern Copper for example on Freeport Macaran uh And you know, we'll hold those companies. I know they haven't been quite as strong and fallen off a little bit here, but but I think in the long run, and they've been good companies for us over, you know, over the years.