1：黄金，早盘减仓了黄金的空单，小时图上完成了5浪结构，可能会反弹。前面跌破3100的时候反弹的幅度不小，这会跌破3000也有可能反弹，所以先减仓，等反弹到3040-3060之间，再看看是不是有加仓的机会。
2：美股，段总昨晚抄底了美股，不过都是卖put，金额不少，但不知道仓位，但肯定不是满仓。之前持有现金的可能都在尝试小仓位买美股，以七姐妹为主。
3：A股，出口导向型的今天继续大跌，比如果链的消费电子，医药的CRO，砸出来的是机会还是风险，见仁见智。我的主要仓位是白酒，这一波没受伤。但月中有减仓的计划，到月底再接回来。月底年报披露，看看能不能做个小波段。
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