Long
GM,HBAN,GMCR,anss,FLO (PE有点高),ma,cycc,rdn,crus, nrp
EGHT,BAC,QIHU (PE 有点高), HLF (risky), DAN,KLAC,SLCA, OII, ANSS,rsh,hw,ctrp,myl,rgr
Eem, msft
short
Cybx, mat, VIPs