Serenity（白毛股神）@aleabitoreddit发帖2026-07-07

作者观察到多只半导体/存储类股票（NBIS、MRVL、INTC、SNDK、AMD、SIVE、MU、LITE）同时出现4%至10%以上的暴跌，并认为这很可能是由无差别的保证金清算所导

作者观察到多只半导体/存储类股票（NBIS、MRVL、INTC、SNDK、AMD、SIVE、MU、LITE）同时出现4%至10%以上的暴跌，并认为这很可能是由无差别的保证金清算所导致，而非基本面问题，暗示若这些公司基本面不变，则可能是买入机会。

“Just putting it out there: If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others... Which are all down -4% to -10%+ today so far. Probably doesn't have anything to do with individual fundamentals. Indiscriminate selloffs from things like cascading margin liquidations, usually provide compelling opportunities if the underlying improves.”