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这篇文章不错，转发给大家看看

@StableMaster：我开仓了$谷歌(GOOG)$ , 近期美股整体处于相对高位，未来走势较为模糊。从之前清晰的“特朗普交易”逻辑，到如今市场开始寻求新的方向，这一转变显得尤为显著。正如利弗莫尔所言，股价会沿着阻力最小的方向发展。因此，目前的核心策略是维持持股不变，同时平衡成长股与科技巨头的配置比例。个人建议将成长股的占比控制在约25%左右，以适应当前市场环境。

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