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大非农趋冷，加息预计推迟，利好，加仓了些
$TSM 449
$ASML 1860
$DRAM 65
$GLW 224
The Nonfarm Payrolls report came in softer than expected, pushing back expectations for the next rate hike — a positive development for the market, so I added to a few positions.
$TSM at 449
$ASML at 1,860
$DRAM at 65
$GLW at 224