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阳光财经
2021-06-23
美股分析赚钱:七月精选三只股现在找股票越来越难选了,不知道大家有没有同感?手上的股票卖掉不知道要买啥,大于1000亿利润稳定增长的公司都涨到了历史相对高位,技术上升趋势的股票也不便宜。大盘进入方向性选择阶段,后市相对扑朔迷离不好预测。那么7月份列入观察清单,随时可能进场的个股我精选了三只,股票选择上保持中规中矩,风险控制优先原则,下面我们就来好好的聊聊。
美股分析赚钱:七月必买三只股【2021】。
阳光财经
2021-08-21
美股分析:苹果股王恐不保,特斯拉秀黑科技,外资逃亡哭又嚎,美股为何还不倒。永远的神YYDS。
美股分析:苹果股王恐不保,特斯拉秀黑科技,外资逃亡哭又嚎,美股为何还不倒。永远的神YYDS。
阳光财经
2021-11-27
美股分析:大盘吓尿了。黑色星期五,病毒变异,大盘变异
美股分析:大盘吓尿了。
阳光财经
2021-11-06
美股分析:选股有什么机密吗?当然有,这一期节目价值10万美金。
美股分析:选股有什么机密吗?当然有,这一期节目价值10万美金。
阳光财经
2021-07-31
美股分析:亚马逊猛跌,大盘似乎累积了不少风险。我今天加仓一只股。
美股分析:亚马逊猛跌,大盘似乎累积了不少风险。我今天加仓一只股。
阳光财经
2021-06-01
美股分析:阳光财经每月必买三只股一周年了,是不是快混不下去了?
美股分析:阳光财经每月必买三只股一周年了,是不是快混不下去了?
阳光财经
2021-11-20
美股分析:华尔街该换老板了,鲍威尔连任几率多大,美联储主席一旦换人,对股市影响多大? 什么,你还没 ...
美股分析:华尔街该换老板了,鲍威尔连任几率多大,美联储主席一旦换人,对股市影响多大?
阳光财经
2021-02-23
美股分析:电动车股票崩溃只是冰山一角,大盘的风险骤然增加。买入一只底部启动的股票,清掉一只股,预备减仓一只股。
美股分析:电动车股票崩溃只是冰山一角,大盘的风险骤然增加。买入一只底部启动的股票,清掉一只股,预备减仓一只股。
阳光财经
2021-03-06
美股分析:终于“回本”啦,我是说跌回本金附近了。
美股分析:终于“回本”啦,我是说跌回本金附近了。
阳光财经
2020-12-05
美股分析:非农数据大利空,美股却逆天创新高,有没有诈?航空股当真是最后上车机会了吗?电动车NIO、LI、XPEV三兄弟接连大跌,要不要跑?阳光财经周末点评。
美股分析:非农数据大利空,美股却逆天创新高,有没有诈?航空股当真是最后上车机会了吗?电动车NIO、LI、XPEV三兄弟接连大跌,要不要跑?阳光财经周末点评。
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\n \n 标普指数今天上涨121.48点,涨幅1.66%,对昨天大跌强力修正,反弹的主要原因是科技龙头暴涨,AI叙事得以回归,近期调整的半导体也回血了,美联储的态度被市场重新解读利空变利好。 纳斯达克指数和标普指数还会跌吗?在什么位置可以加仓呢,存储是不是起不来了? 我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 7250点是矩形空间下限,不破位就是底。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 半年线发挥支撑作用,目前纳斯达克指数还在下跌趋势的反弹阶段,不确定是否继续下跌半年线。半年线有较大的支撑作用,如果撑住了,那半年线就是底。存储今天起来了,我认为反弹将会延续。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 上半年是巨头里跌的最多的,今天突然巨硬了,其实微软的业绩本身没有太大问题,上半年下跌的主要原因是投资者担心:微软的资本开支挤压自由现金流;投资的OpenAI不怎么忠诚;AI变现和云巨头增速受到投资者质疑等。而今天大涨就是市场在纠正预期,为什么会大涨呢?让我们先看看财报… <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 下跌的主要原因是内存涨价可能影响苹果未来销售,苹果希望与长鑫科技和长江存储采购内存,但财报前已被美国国会驳回,苹果\n \n","listText":"标普指数今天上涨121.48点,涨幅1.66%,对昨天大跌强力修正,反弹的主要原因是科技龙头暴涨,AI叙事得以回归,近期调整的半导体也回血了,美联储的态度被市场重新解读利空变利好。 纳斯达克指数和标普指数还会跌吗?在什么位置可以加仓呢,存储是不是起不来了? 我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 7250点是矩形空间下限,不破位就是底。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 半年线发挥支撑作用,目前纳斯达克指数还在下跌趋势的反弹阶段,不确定是否继续下跌半年线。半年线有较大的支撑作用,如果撑住了,那半年线就是底。存储今天起来了,我认为反弹将会延续。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 上半年是巨头里跌的最多的,今天突然巨硬了,其实微软的业绩本身没有太大问题,上半年下跌的主要原因是投资者担心:微软的资本开支挤压自由现金流;投资的OpenAI不怎么忠诚;AI变现和云巨头增速受到投资者质疑等。而今天大涨就是市场在纠正预期,为什么会大涨呢?让我们先看看财报… <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 下跌的主要原因是内存涨价可能影响苹果未来销售,苹果希望与长鑫科技和长江存储采购内存,但财报前已被美国国会驳回,苹果","text":"标普指数今天上涨121.48点,涨幅1.66%,对昨天大跌强力修正,反弹的主要原因是科技龙头暴涨,AI叙事得以回归,近期调整的半导体也回血了,美联储的态度被市场重新解读利空变利好。 纳斯达克指数和标普指数还会跌吗?在什么位置可以加仓呢,存储是不是起不来了? 我认为 $标普500(.SPX)$ 7250点是矩形空间下限,不破位就是底。 $纳斯达克(.IXIC)$ 半年线发挥支撑作用,目前纳斯达克指数还在下跌趋势的反弹阶段,不确定是否继续下跌半年线。半年线有较大的支撑作用,如果撑住了,那半年线就是底。存储今天起来了,我认为反弹将会延续。 $美光科技(MU)$ $闪迪(SNDK)$ $SK海力士(SKHY)$ $微软(MSFT)$ 上半年是巨头里跌的最多的,今天突然巨硬了,其实微软的业绩本身没有太大问题,上半年下跌的主要原因是投资者担心:微软的资本开支挤压自由现金流;投资的OpenAI不怎么忠诚;AI变现和云巨头增速受到投资者质疑等。而今天大涨就是市场在纠正预期,为什么会大涨呢?让我们先看看财报… $苹果(AAPL)$ 下跌的主要原因是内存涨价可能影响苹果未来销售,苹果希望与长鑫科技和长江存储采购内存,但财报前已被美国国会驳回,苹果","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/591729358840944","isVote":1,"tweetType":2,"object":{"id":"f8f7dacc4a014c94906a132b8a9f103a","tweetId":"591729358840944","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/8e32f9c25001834814182771926/Pl9VVWH0eA4A.mp4","poster":"https://static.tigerbbs.com/4b80a04022707d9bef880a9d32bccf19"},"viewCount":20378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591378118722712,"gmtCreate":1785381024440,"gmtModify":1785382028283,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】沃什讲完话就砸盘。买入一只股,看看谁又要倒霉了","htmlText":"\n \n \n 沃什讲话后,标普尾盘大跳水,图形在收盘时变得很那看,纳斯达克指数跌到120日均线,以往指数跌破长线均线都形成了底部,至于长期均线下熬多久则长短不一,这回纳斯达克指数再度碰到半年线不排除顺势跌破半年线,中期趋势转弱,值得警惕。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 今天我在公开账户买入一只机器人个股 <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> ,为什么买入这只?因为它的ai收入占比超过60%,HBM以及高性能DRAM测试性能方面持续旺盛,相当于是半只存储股,存储股拦腰折断一半,出现买入机会,泰瑞达并非完全存储股,存储巨头会找泰瑞达做测试,现在它们赚的多,正在扩大产能,需要买泰瑞达的测试设备… 本来准备减仓 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,但最近感觉特斯拉跌到没办法了,高位没卖,现在跌到300在卖,就有点吃亏了。\n \n","listText":"沃什讲话后,标普尾盘大跳水,图形在收盘时变得很那看,纳斯达克指数跌到120日均线,以往指数跌破长线均线都形成了底部,至于长期均线下熬多久则长短不一,这回纳斯达克指数再度碰到半年线不排除顺势跌破半年线,中期趋势转弱,值得警惕。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 今天我在公开账户买入一只机器人个股 <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> ,为什么买入这只?因为它的ai收入占比超过60%,HBM以及高性能DRAM测试性能方面持续旺盛,相当于是半只存储股,存储股拦腰折断一半,出现买入机会,泰瑞达并非完全存储股,存储巨头会找泰瑞达做测试,现在它们赚的多,正在扩大产能,需要买泰瑞达的测试设备… 本来准备减仓 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,但最近感觉特斯拉跌到没办法了,高位没卖,现在跌到300在卖,就有点吃亏了。","text":"沃什讲话后,标普尾盘大跳水,图形在收盘时变得很那看,纳斯达克指数跌到120日均线,以往指数跌破长线均线都形成了底部,至于长期均线下熬多久则长短不一,这回纳斯达克指数再度碰到半年线不排除顺势跌破半年线,中期趋势转弱,值得警惕。 $标普500(.SPX)$ $纳斯达克(.IXIC)$ 今天我在公开账户买入一只机器人个股 $泰瑞达(TER)$ ,为什么买入这只?因为它的ai收入占比超过60%,HBM以及高性能DRAM测试性能方面持续旺盛,相当于是半只存储股,存储股拦腰折断一半,出现买入机会,泰瑞达并非完全存储股,存储巨头会找泰瑞达做测试,现在它们赚的多,正在扩大产能,需要买泰瑞达的测试设备… 本来准备减仓 $特斯拉(TSLA)$ 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\n 今天大盘有几个利空,其中一个是布伦特油价突破100,七巨头最新披露财报的特斯拉和谷歌双双暴雷,摩根大通警告AI的逻辑发生改变等。 原油重新回到百元大关,上涨的势头较猛,有种v型反转的感觉,消息方面中东两大海峡被堵,沙特邮轮遭夜间袭击。 原油与股市的关系是,高油价会推高通胀,居民的可支配收入减少,从而利空股市。<a href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 谷歌财报可以是优秀,营收是1198亿美元,同比增长24%,每股收益9.11美元,大幅增长2.9倍,均超出分析师预期 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 但谷歌今天大跌6%,想对大盘而言是最惨的一天,大跌的主要原因是资本支出计划又增长了150亿,此外谷歌的自由现金流成了负数。 特斯拉今天暴跌14.52%,暴跌原因是公司赚钱能力减弱,却要花250亿的钱,散户大军慌不择路,营业收入增长,但多项指标飘红,基本面较为落后,毛利率下降到16.8%,感觉要完蛋 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我的账户今天大幅缩水,是三年来最惨的一天..\n \n","listText":"今天大盘有几个利空,其中一个是布伦特油价突破100,七巨头最新披露财报的特斯拉和谷歌双双暴雷,摩根大通警告AI的逻辑发生改变等。 原油重新回到百元大关,上涨的势头较猛,有种v型反转的感觉,消息方面中东两大海峡被堵,沙特邮轮遭夜间袭击。 原油与股市的关系是,高油价会推高通胀,居民的可支配收入减少,从而利空股市。<a href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 谷歌财报可以是优秀,营收是1198亿美元,同比增长24%,每股收益9.11美元,大幅增长2.9倍,均超出分析师预期 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 但谷歌今天大跌6%,想对大盘而言是最惨的一天,大跌的主要原因是资本支出计划又增长了150亿,此外谷歌的自由现金流成了负数。 特斯拉今天暴跌14.52%,暴跌原因是公司赚钱能力减弱,却要花250亿的钱,散户大军慌不择路,营业收入增长,但多项指标飘红,基本面较为落后,毛利率下降到16.8%,感觉要完蛋 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我的账户今天大幅缩水,是三年来最惨的一天..","text":"今天大盘有几个利空,其中一个是布伦特油价突破100,七巨头最新披露财报的特斯拉和谷歌双双暴雷,摩根大通警告AI的逻辑发生改变等。 原油重新回到百元大关,上涨的势头较猛,有种v型反转的感觉,消息方面中东两大海峡被堵,沙特邮轮遭夜间袭击。 原油与股市的关系是,高油价会推高通胀,居民的可支配收入减少,从而利空股市。$美国原油ETF(USO)$ 谷歌财报可以是优秀,营收是1198亿美元,同比增长24%,每股收益9.11美元,大幅增长2.9倍,均超出分析师预期 $谷歌(GOOG)$ 但谷歌今天大跌6%,想对大盘而言是最惨的一天,大跌的主要原因是资本支出计划又增长了150亿,此外谷歌的自由现金流成了负数。 特斯拉今天暴跌14.52%,暴跌原因是公司赚钱能力减弱,却要花250亿的钱,散户大军慌不择路,营业收入增长,但多项指标飘红,基本面较为落后,毛利率下降到16.8%,感觉要完蛋 $特斯拉(TSLA)$ 我的账户今天大幅缩水,是三年来最惨的一天..","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/589239873642808","isVote":1,"tweetType":2,"object":{"id":"dbe2bdac37b545a7a7cefbaaf2e18032","tweetId":"589239873642808","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/f40c17fd5001834813329069622/e2sLyotJrd0A.mp4","poster":"https://static.tigerbbs.com/e16d75ac8dfd7da47de48a36358bde2c"},"viewCount":16745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546346388943858","authorId":"3546346388943858","name":"狗仔汪汪队","avatar":"https://static.tigerbbs.com/c8f244632c78f6235a31dba220af6740","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3546346388943858","idStr":"3546346388943858"},"content":"你为什么不担心“谷歌”?","text":"你为什么不担心“谷歌”?","html":"你为什么不担心“谷歌”?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588466983833616,"gmtCreate":1784699154933,"gmtModify":1784699234667,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】美股半导体卷土重来了吗?","htmlText":"\n \n \n 调整一段时间后,芯片股大举反攻,半导体和半导体设备,以及计算机硬件板块大涨,前期强势板块卷土重来。 费城半导体指数今天反弹5个多点,摩根士丹利分析师认为近期抛售潮创造了买入芯片股的入场时机,因为芯片短缺仍没有缓解,半导体指数最高点是14655,最大回撤24%,这个幅度的回撤不至于跌入熊市。 接下来半导体公司陆续发布财报,数据中心需求强劲,芯片供应短缺,预计财报报喜的多,保忧的少,只要韩国不拖后腿,费城半导体反弹押注财报将是有可能的事件。 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>\n \n","listText":"调整一段时间后,芯片股大举反攻,半导体和半导体设备,以及计算机硬件板块大涨,前期强势板块卷土重来。 费城半导体指数今天反弹5个多点,摩根士丹利分析师认为近期抛售潮创造了买入芯片股的入场时机,因为芯片短缺仍没有缓解,半导体指数最高点是14655,最大回撤24%,这个幅度的回撤不至于跌入熊市。 接下来半导体公司陆续发布财报,数据中心需求强劲,芯片供应短缺,预计财报报喜的多,保忧的少,只要韩国不拖后腿,费城半导体反弹押注财报将是有可能的事件。 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","text":"调整一段时间后,芯片股大举反攻,半导体和半导体设备,以及计算机硬件板块大涨,前期强势板块卷土重来。 费城半导体指数今天反弹5个多点,摩根士丹利分析师认为近期抛售潮创造了买入芯片股的入场时机,因为芯片短缺仍没有缓解,半导体指数最高点是14655,最大回撤24%,这个幅度的回撤不至于跌入熊市。 接下来半导体公司陆续发布财报,数据中心需求强劲,芯片供应短缺,预计财报报喜的多,保忧的少,只要韩国不拖后腿,费城半导体反弹押注财报将是有可能的事件。 $三倍做多半导体ETF-Direxion Daily(SOXL)$ $三倍做空半导体ETF-Direxion Daily(SOXS)$ $SK海力士(SKHY)$ $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588466983833616","isVote":1,"tweetType":2,"object":{"id":"35521af195f24146aaab624b186b6846","tweetId":"588466983833616","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/f00b863e5001834812947304635/dag7NkA679sA.mp4","poster":"https://static.tigerbbs.com/aeac85f3f38b6b6b245b99b9ea738149"},"viewCount":18802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588144565907464,"gmtCreate":1784620439270,"gmtModify":1784620468204,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】美股魔咒解除了","htmlText":"\n \n \n 周末世界杯结束,传说中世界杯是金融市场的毒药,那么这次世界杯魔咒有没有应验呢? 世界杯魔咒是指世界杯比赛期建包括基金经理在内的全球投资者很多人注意力转向球赛,股市交易量下降,历史数据显示赛事期间交投活跃度明显下降,世界杯结束后,人们注意力回归股市,股市交易量回升,市场活跃度增强。 这一次世界杯期间, <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌1.6%,主要是费城半导体下跌9.6%导致的,而半导体下跌并不是因为世界杯,韩国股市高台跳水和去杆杆才是主要因素。 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>\n \n","listText":"周末世界杯结束,传说中世界杯是金融市场的毒药,那么这次世界杯魔咒有没有应验呢? 世界杯魔咒是指世界杯比赛期建包括基金经理在内的全球投资者很多人注意力转向球赛,股市交易量下降,历史数据显示赛事期间交投活跃度明显下降,世界杯结束后,人们注意力回归股市,股市交易量回升,市场活跃度增强。 这一次世界杯期间, <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌1.6%,主要是费城半导体下跌9.6%导致的,而半导体下跌并不是因为世界杯,韩国股市高台跳水和去杆杆才是主要因素。 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>","text":"周末世界杯结束,传说中世界杯是金融市场的毒药,那么这次世界杯魔咒有没有应验呢? 世界杯魔咒是指世界杯比赛期建包括基金经理在内的全球投资者很多人注意力转向球赛,股市交易量下降,历史数据显示赛事期间交投活跃度明显下降,世界杯结束后,人们注意力回归股市,股市交易量回升,市场活跃度增强。 这一次世界杯期间, $纳斯达克(.IXIC)$ 下跌1.6%,主要是费城半导体下跌9.6%导致的,而半导体下跌并不是因为世界杯,韩国股市高台跳水和去杆杆才是主要因素。 $三倍做多半导体ETF-Direxion Daily(SOXL)$ $三倍做空半导体ETF-Direxion Daily(SOXS)$ $SK海力士(SKHY)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588144565907464","isVote":1,"tweetType":2,"object":{"id":"197e2271a8554e438c9e3ab859b13694","tweetId":"588144565907464","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/afd452755001834812800324870/Lhs3h68x6qsA.mp4","poster":"https://static.tigerbbs.com/06593026ed89ff340e6dff5d16e3df2e"},"viewCount":22121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587768354213896,"gmtCreate":1784528590712,"gmtModify":1784528620740,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"熊市要来了吗?","htmlText":"\n \n \n 纳斯达克指数跳空下跌,预计在25000点左右会有一定支撑,预计本周会有一定反弹,大盘是否从整理阶段转为大跌阶段,要看25000点能否守得住? 持续带动市场增长的主要是半导体硬件,费城半导体指数4月见底后直接翻倍,整个行业持续高景气度,但最近几天人工智能又被打问号了。美国存储板块形成头部形态,积累了一定的调整压力。来自中国的kimi 再次冲击市场,kimi K3大模型声称可以与openai和anthropic竞争,K3模型包含2.8万亿个参数,将于7月27日开源。 为什么会冲击市场呢?美股上涨有一条主线:云巨头和政府大幅增加资本支出,有上万亿美元要投资到数据中心,且大规模投资可能会数据到2027年,这些钱主要用于买硬件,所以半导体公司营收出现大幅增长,产品还涨价,所以毛利率和净利率也显著增长。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 当增长开支不在增长,这些半导体公司的增长也就见顶了。Kimi 模型以低成本和开源的策略打击大模型算力需求的预期,这也是美股下跌的原因…\n \n","listText":"纳斯达克指数跳空下跌,预计在25000点左右会有一定支撑,预计本周会有一定反弹,大盘是否从整理阶段转为大跌阶段,要看25000点能否守得住? 持续带动市场增长的主要是半导体硬件,费城半导体指数4月见底后直接翻倍,整个行业持续高景气度,但最近几天人工智能又被打问号了。美国存储板块形成头部形态,积累了一定的调整压力。来自中国的kimi 再次冲击市场,kimi K3大模型声称可以与openai和anthropic竞争,K3模型包含2.8万亿个参数,将于7月27日开源。 为什么会冲击市场呢?美股上涨有一条主线:云巨头和政府大幅增加资本支出,有上万亿美元要投资到数据中心,且大规模投资可能会数据到2027年,这些钱主要用于买硬件,所以半导体公司营收出现大幅增长,产品还涨价,所以毛利率和净利率也显著增长。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 当增长开支不在增长,这些半导体公司的增长也就见顶了。Kimi 模型以低成本和开源的策略打击大模型算力需求的预期,这也是美股下跌的原因…","text":"纳斯达克指数跳空下跌,预计在25000点左右会有一定支撑,预计本周会有一定反弹,大盘是否从整理阶段转为大跌阶段,要看25000点能否守得住? 持续带动市场增长的主要是半导体硬件,费城半导体指数4月见底后直接翻倍,整个行业持续高景气度,但最近几天人工智能又被打问号了。美国存储板块形成头部形态,积累了一定的调整压力。来自中国的kimi 再次冲击市场,kimi K3大模型声称可以与openai和anthropic竞争,K3模型包含2.8万亿个参数,将于7月27日开源。 为什么会冲击市场呢?美股上涨有一条主线:云巨头和政府大幅增加资本支出,有上万亿美元要投资到数据中心,且大规模投资可能会数据到2027年,这些钱主要用于买硬件,所以半导体公司营收出现大幅增长,产品还涨价,所以毛利率和净利率也显著增长。 $美光科技(MU)$ $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ 当增长开支不在增长,这些半导体公司的增长也就见顶了。Kimi 模型以低成本和开源的策略打击大模型算力需求的预期,这也是美股下跌的原因…","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/587768354213896","isVote":1,"tweetType":2,"object":{"id":"d05d7007be764445891d84bbdc255025","tweetId":"587768354213896","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/e8af73255001834812584371974/FacBjmtXsaoA.mp4","poster":"https://static.tigerbbs.com/865c6bc5e51721a4b4ce07c2745aa7af"},"viewCount":27775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3575261823915715","idStr":"3575261823915715"},"content":"自己看看逻辑通么 低成本和开源不代表不要token 你低成本吸引更多人用这是对ai的利好不是利空 你只利空O和A而已","text":"自己看看逻辑通么 低成本和开源不代表不要token 你低成本吸引更多人用这是对ai的利好不是利空 你只利空O和A而已","html":"自己看看逻辑通么 低成本和开源不代表不要token 你低成本吸引更多人用这是对ai的利好不是利空 你只利空O和A而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586749825437792,"gmtCreate":1784280000675,"gmtModify":1784280013669,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】美股存储股破位,破位还是诱空?","htmlText":"\n \n \n 韩国股市的高度投机会通过半导体传导到美股,成为美股半导体回调的力量。半导体大跌的原因主要由几个因素共同导致 先说韩国市场动荡,韩国指数昨日大跌6.37%,韩国央行宣布加息,引发市场恐慌性抛售,韩国龙头股三星海力士分别暴跌8.77%和11.53%,大多数个股血流成河 导致大跌的还有一个原因是监管叫停了单一股票杠杆ETF,提高保证金等去杠杆操作,限制最低股数从1股提升到20股,同时提升最低保证金从1000万提升到3000万韩元,简直是釜底抽薪。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/SKHX\">$2倍做多海力士ETF-Leverage Shares(SKHX)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 美国存储股很多出现破位, <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 走出头肩顶的形态…\n \n","listText":"韩国股市的高度投机会通过半导体传导到美股,成为美股半导体回调的力量。半导体大跌的原因主要由几个因素共同导致 先说韩国市场动荡,韩国指数昨日大跌6.37%,韩国央行宣布加息,引发市场恐慌性抛售,韩国龙头股三星海力士分别暴跌8.77%和11.53%,大多数个股血流成河 导致大跌的还有一个原因是监管叫停了单一股票杠杆ETF,提高保证金等去杠杆操作,限制最低股数从1股提升到20股,同时提升最低保证金从1000万提升到3000万韩元,简直是釜底抽薪。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/SKHX\">$2倍做多海力士ETF-Leverage Shares(SKHX)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 美国存储股很多出现破位, <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 走出头肩顶的形态…","text":"韩国股市的高度投机会通过半导体传导到美股,成为美股半导体回调的力量。半导体大跌的原因主要由几个因素共同导致 先说韩国市场动荡,韩国指数昨日大跌6.37%,韩国央行宣布加息,引发市场恐慌性抛售,韩国龙头股三星海力士分别暴跌8.77%和11.53%,大多数个股血流成河 导致大跌的还有一个原因是监管叫停了单一股票杠杆ETF,提高保证金等去杠杆操作,限制最低股数从1股提升到20股,同时提升最低保证金从1000万提升到3000万韩元,简直是釜底抽薪。 $SK海力士(SKHY)$ $2倍做多海力士ETF-Leverage Shares(SKHX)$ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ 美国存储股很多出现破位, $美光科技(MU)$ $闪迪(SNDK)$ 走出头肩顶的形态…","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/586749825437792","isVote":1,"tweetType":2,"object":{"id":"19d439096b754235be9e5c83075ddde5","tweetId":"586749825437792","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/dbd72bc75001834812203322141/fPEvLuEFyGcA.mp4","poster":"https://static.tigerbbs.com/63f40d96bf08c0c7a7c5a0657ed998e2"},"viewCount":23744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586296459718776,"gmtCreate":1784169329094,"gmtModify":1784169556889,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"最牛的股,暴仓的人最多,炒股亏到红眼..","htmlText":"\n \n \n 韩国最近这股市,已经疯到见血了。 7月13号早上8点,釜山南区一栋写字楼里,一名40多岁的股票博主被人连捅数刀,倒在血泊里。说出来你可能不信,杀人动机就四个字:炒股亏了。嫌疑人是受害者YouTube频道的粉丝,博主天天在视频里吹SK海力士,说这股必涨、重仓梭哈。年轻人信了,把全部积蓄砸进去,还加了杠杆。结果呢?韩国股市这阵子过山车一样,一天暴跌9%,一天又深V反弹,SK海力士直接腰斩。爆仓了,钱全没了,年轻人心态崩了,觉得是博主害的,摸清了人家办公地址,直接带着刀就去了。 其实伤人的韩国股民并不是栽倒 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 荐股上,而是亏在了杠杆上,昨天海力士大涨,又重回200万韩元,用自己的钱投资是完全有机会高抛低吸的,坏就坏在借钱炒股,比如10万的钱,炒100万的股,其中90万都是借来的,股票涨跌很正常,亏个10%很正常,但如果是100万亏个10%,直接就亏了10万,本金归零了。\n \n","listText":"韩国最近这股市,已经疯到见血了。 7月13号早上8点,釜山南区一栋写字楼里,一名40多岁的股票博主被人连捅数刀,倒在血泊里。说出来你可能不信,杀人动机就四个字:炒股亏了。嫌疑人是受害者YouTube频道的粉丝,博主天天在视频里吹SK海力士,说这股必涨、重仓梭哈。年轻人信了,把全部积蓄砸进去,还加了杠杆。结果呢?韩国股市这阵子过山车一样,一天暴跌9%,一天又深V反弹,SK海力士直接腰斩。爆仓了,钱全没了,年轻人心态崩了,觉得是博主害的,摸清了人家办公地址,直接带着刀就去了。 其实伤人的韩国股民并不是栽倒 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 荐股上,而是亏在了杠杆上,昨天海力士大涨,又重回200万韩元,用自己的钱投资是完全有机会高抛低吸的,坏就坏在借钱炒股,比如10万的钱,炒100万的股,其中90万都是借来的,股票涨跌很正常,亏个10%很正常,但如果是100万亏个10%,直接就亏了10万,本金归零了。","text":"韩国最近这股市,已经疯到见血了。 7月13号早上8点,釜山南区一栋写字楼里,一名40多岁的股票博主被人连捅数刀,倒在血泊里。说出来你可能不信,杀人动机就四个字:炒股亏了。嫌疑人是受害者YouTube频道的粉丝,博主天天在视频里吹SK海力士,说这股必涨、重仓梭哈。年轻人信了,把全部积蓄砸进去,还加了杠杆。结果呢?韩国股市这阵子过山车一样,一天暴跌9%,一天又深V反弹,SK海力士直接腰斩。爆仓了,钱全没了,年轻人心态崩了,觉得是博主害的,摸清了人家办公地址,直接带着刀就去了。 其实伤人的韩国股民并不是栽倒 $SK海力士(SKHY)$ 荐股上,而是亏在了杠杆上,昨天海力士大涨,又重回200万韩元,用自己的钱投资是完全有机会高抛低吸的,坏就坏在借钱炒股,比如10万的钱,炒100万的股,其中90万都是借来的,股票涨跌很正常,亏个10%很正常,但如果是100万亏个10%,直接就亏了10万,本金归零了。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/586296459718776","isVote":1,"tweetType":2,"object":{"id":"b3871cc4e6e5495aa218b4c27fab5344","tweetId":"586296459718776","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/59a1d2505001834812059160033/3MtoHRXYqhwA.mp4","poster":"https://static.tigerbbs.com/663f9112c9a3a66eb287007ac1489f37"},"viewCount":27821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184501077686510","authorId":"4184501077686510","name":"Phuliseena","avatar":"https://static.tigerbbs.com/5ab0fa500e7d05b4a0bd1fdf3be566dc","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4184501077686510","idStr":"4184501077686510"},"content":"你让那个年轻人来中国,你看谁干谁","text":"你让那个年轻人来中国,你看谁干谁","html":"你让那个年轻人来中国,你看谁干谁"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585937160736880,"gmtCreate":1784081601801,"gmtModify":1784081617144,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】踩到大雷,我亏了...","htmlText":"\n \n \n 昨天川普说要对霍尔木兹海峡通过的货物收取20%费用,但这事儿显然没有可行性,今天川普TACO,取消霍尔木兹海峡20%收费的项目,他决定用海湾各国和美国达成的协议取代。网上有个评论挺流行:“能打败特朗普的,只有第二天的特朗普” 我最近买了10股的IBM,买入后还高兴了一下,倒不是因为赚钱,主要是因为判断正确,摆脱反指的帽子,不料今天IBM公布了一个财报的预告瞬间就炸了,怎么这么倒霉,买10股都能踩到大雷,不到3000块的投资居然亏了…新闻上说IBM是1987以来最惨的一天… <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>\n \n","listText":"昨天川普说要对霍尔木兹海峡通过的货物收取20%费用,但这事儿显然没有可行性,今天川普TACO,取消霍尔木兹海峡20%收费的项目,他决定用海湾各国和美国达成的协议取代。网上有个评论挺流行:“能打败特朗普的,只有第二天的特朗普” 我最近买了10股的IBM,买入后还高兴了一下,倒不是因为赚钱,主要是因为判断正确,摆脱反指的帽子,不料今天IBM公布了一个财报的预告瞬间就炸了,怎么这么倒霉,买10股都能踩到大雷,不到3000块的投资居然亏了…新闻上说IBM是1987以来最惨的一天… <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>","text":"昨天川普说要对霍尔木兹海峡通过的货物收取20%费用,但这事儿显然没有可行性,今天川普TACO,取消霍尔木兹海峡20%收费的项目,他决定用海湾各国和美国达成的协议取代。网上有个评论挺流行:“能打败特朗普的,只有第二天的特朗普” 我最近买了10股的IBM,买入后还高兴了一下,倒不是因为赚钱,主要是因为判断正确,摆脱反指的帽子,不料今天IBM公布了一个财报的预告瞬间就炸了,怎么这么倒霉,买10股都能踩到大雷,不到3000块的投资居然亏了…新闻上说IBM是1987以来最惨的一天… $IBM(IBM)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/585937160736880","isVote":1,"tweetType":2,"object":{"id":"c8ef43e72b204774be8d9593128942bc","tweetId":"585937160736880","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/892d563c5001834811915184039/HDVxn13eYxYA.mp4","poster":"https://static.tigerbbs.com/6f10ea74d6df1c30b3c9f0517c3bc2a5"},"viewCount":29760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585690777718904,"gmtCreate":1784021457513,"gmtModify":1784021467414,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】美股一天跌掉34万","htmlText":"\n \n \n 昨天股市下跌的原因有2个,一个是川普封锁霍尔木兹,并计划收费;另一个是存储股大跌。海力士从218万跌到185万,暴跌34万,海力士跌了15%。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 韩国KOSPI 指数大跌8.95%,跌破7000点,今年以来韩国股票触发熔断机制达7次,其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。\n \n","listText":"昨天股市下跌的原因有2个,一个是川普封锁霍尔木兹,并计划收费;另一个是存储股大跌。海力士从218万跌到185万,暴跌34万,海力士跌了15%。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 韩国KOSPI 指数大跌8.95%,跌破7000点,今年以来韩国股票触发熔断机制达7次,其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。","text":"昨天股市下跌的原因有2个,一个是川普封锁霍尔木兹,并计划收费;另一个是存储股大跌。海力士从218万跌到185万,暴跌34万,海力士跌了15%。 $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $3倍做多韩国ETF-Direxion(KORU)$ $韩国ETF-iShares MSCI(EWY)$ 韩国KOSPI 指数大跌8.95%,跌破7000点,今年以来韩国股票触发熔断机制达7次,其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/585690777718904","isVote":1,"tweetType":2,"object":{"id":"9d01a601700e4d089f270cfc73ed5a4f","tweetId":"585690777718904","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/1218b2885001834811795814945/pqB1t8FnoAQA.mp4","poster":"https://static.tigerbbs.com/e79167604a9af56e90d735ce8c7f450e"},"viewCount":21094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"进入七月份以来,美股尤其是科技股就一路往下,几乎跟大A一样天天跌","text":"进入七月份以来,美股尤其是科技股就一路往下,几乎跟大A一样天天跌","html":"进入七月份以来,美股尤其是科技股就一路往下,几乎跟大A一样天天跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584188133941360,"gmtCreate":1783654593306,"gmtModify":1783654625799,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】海力士要来了,是什么信号?","htmlText":"\n \n \n 最近SpaceX上市了,两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市,一股存托凭证定价149美元,发行1.779亿股,融资265亿,有的报道是280亿,SK海力士非常受欢迎,获得7倍认购。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> ADR是存托凭证,具有跨境套利机会,如果韩国的海力士便宜,可以在韩国买入,然后找花旗这样的存托银行转化成adr再美股卖出,这就叫跨境套利。不过这也有风险,1个是存托银行的手续费,如果套的股数少,资金量不大,费用很有可能吃掉套利空间。另外韩美市场交易时间不同,ADR转账并非实时到账,并非零风险套利。\n \n","listText":"最近SpaceX上市了,两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市,一股存托凭证定价149美元,发行1.779亿股,融资265亿,有的报道是280亿,SK海力士非常受欢迎,获得7倍认购。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> ADR是存托凭证,具有跨境套利机会,如果韩国的海力士便宜,可以在韩国买入,然后找花旗这样的存托银行转化成adr再美股卖出,这就叫跨境套利。不过这也有风险,1个是存托银行的手续费,如果套的股数少,资金量不大,费用很有可能吃掉套利空间。另外韩美市场交易时间不同,ADR转账并非实时到账,并非零风险套利。","text":"最近SpaceX上市了,两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市,一股存托凭证定价149美元,发行1.779亿股,融资265亿,有的报道是280亿,SK海力士非常受欢迎,获得7倍认购。 $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ ADR是存托凭证,具有跨境套利机会,如果韩国的海力士便宜,可以在韩国买入,然后找花旗这样的存托银行转化成adr再美股卖出,这就叫跨境套利。不过这也有风险,1个是存托银行的手续费,如果套的股数少,资金量不大,费用很有可能吃掉套利空间。另外韩美市场交易时间不同,ADR转账并非实时到账,并非零风险套利。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/584188133941360","isVote":1,"tweetType":2,"object":{"id":"3a9bbbc817fc4d6dacc58fcfd13ef277","tweetId":"584188133941360","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/156ec93a5001834811129835181/TdEPrEAQ5uMA.mp4","poster":"https://static.tigerbbs.com/93d4d86b17aafdf5a3dac5af13b01afd"},"viewCount":20812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583840367829040,"gmtCreate":1783569612811,"gmtModify":1783569636048,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】川普掀桌子是机会来临的信号?","htmlText":"\n \n \n 美联储昨日公布了会议纪要,市场解读为鹰派,受此影响,股市全线下跌,会议重申维持银行充足储备的政策,并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响,认为短期内推高了技术产品和能源需求,但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束,霍尔木兹海峡通航情况发现,过去24小时通过34艘船,是站前水平的66%,布伦特原油出现反弹,战争对美股短线的影响是有的,中长线影响基本没有,标普指数从历史上来看从来没有输给任何异常战争。 大空头原型,继续加码做空ai,通过看跌期权做空半导体ETF <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,这次他的冒头针对的是韩国,韩国公司大规模投资是市场终结的开端。\n \n","listText":"美联储昨日公布了会议纪要,市场解读为鹰派,受此影响,股市全线下跌,会议重申维持银行充足储备的政策,并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响,认为短期内推高了技术产品和能源需求,但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束,霍尔木兹海峡通航情况发现,过去24小时通过34艘船,是站前水平的66%,布伦特原油出现反弹,战争对美股短线的影响是有的,中长线影响基本没有,标普指数从历史上来看从来没有输给任何异常战争。 大空头原型,继续加码做空ai,通过看跌期权做空半导体ETF <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,这次他的冒头针对的是韩国,韩国公司大规模投资是市场终结的开端。","text":"美联储昨日公布了会议纪要,市场解读为鹰派,受此影响,股市全线下跌,会议重申维持银行充足储备的政策,并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响,认为短期内推高了技术产品和能源需求,但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束,霍尔木兹海峡通航情况发现,过去24小时通过34艘船,是站前水平的66%,布伦特原油出现反弹,战争对美股短线的影响是有的,中长线影响基本没有,标普指数从历史上来看从来没有输给任何异常战争。 大空头原型,继续加码做空ai,通过看跌期权做空半导体ETF $英伟达(NVDA)$ 和 $Palantir Technologies Inc.(PLTR)$ ,这次他的冒头针对的是韩国,韩国公司大规模投资是市场终结的开端。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/583840367829040","isVote":1,"tweetType":2,"object":{"id":"b438224eea6e492b8443b6d8ccd7a20d","tweetId":"583840367829040","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/8af98d7e5001834810970019449/l9RcHOtsFH4A.mp4","poster":"https://static.tigerbbs.com/32e7deac55b3b403025ee48bde2e7b7d"},"viewCount":16919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583452138713200,"gmtCreate":1783474906971,"gmtModify":1783474924142,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"买IBM后天天涨,三星出了创纪录财报,但是存储急跌","htmlText":"\n \n \n 韩国三星电子出了创纪录的财报,但是股价整个崩了,三星电子营业收入翻倍为171万亿韩元,营业利润是89.4万亿韩元,同比增长18倍多,超过了过去三年总和,也超过了苹果和英伟达,韩国股市隔夜大跌,三星一度大跌10%。18倍多的利润增速市场还不满意吗?实际上是利好出尽,市场早已预料到三星的爆炸式增长,甚至实际值没有超市场预期。还有一点以后还能不能达到18倍?答案是否定的,最近内存价格涨幅环比收窄,内存超级周期很有可能见顶。 <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>\n \n","listText":"韩国三星电子出了创纪录的财报,但是股价整个崩了,三星电子营业收入翻倍为171万亿韩元,营业利润是89.4万亿韩元,同比增长18倍多,超过了过去三年总和,也超过了苹果和英伟达,韩国股市隔夜大跌,三星一度大跌10%。18倍多的利润增速市场还不满意吗?实际上是利好出尽,市场早已预料到三星的爆炸式增长,甚至实际值没有超市场预期。还有一点以后还能不能达到18倍?答案是否定的,最近内存价格涨幅环比收窄,内存超级周期很有可能见顶。 <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","text":"韩国三星电子出了创纪录的财报,但是股价整个崩了,三星电子营业收入翻倍为171万亿韩元,营业利润是89.4万亿韩元,同比增长18倍多,超过了过去三年总和,也超过了苹果和英伟达,韩国股市隔夜大跌,三星一度大跌10%。18倍多的利润增速市场还不满意吗?实际上是利好出尽,市场早已预料到三星的爆炸式增长,甚至实际值没有超市场预期。还有一点以后还能不能达到18倍?答案是否定的,最近内存价格涨幅环比收窄,内存超级周期很有可能见顶。 $南方两倍做多三星电子(07747)$ $三星电子(SSNLF)$ $Meta Platforms, Inc.(META)$ $IBM(IBM)$ $SpaceX(SPCX)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/583452138713200","isVote":1,"tweetType":2,"object":{"id":"4ef1b82b9e5d407eaab2366bef9ca84e","tweetId":"583452138713200","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9f3e9b055001834810797494190/e0HYFSHmGfkA.mp4","poster":"https://static.tigerbbs.com/65ff24112be546e64c9b87fd07a4ba8d"},"viewCount":17349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582801843032072,"gmtCreate":1783316063568,"gmtModify":1783316393329,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】川普说大家都赚钱了,你今年赚钱了吗?","htmlText":"\n \n \n 川普去年在投资方面大赚22.4亿美元,单单加密货币就赚了12亿美元,川普说他的钱是交给信托来管理的,股市上涨了,大家都在盈利,我获利多是因为我有很多现金,钱多所以赚的多。至于我今年上半年倒是没怎么赚钱,主要是没买存储股,存储股经过大涨,马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>\n \n","listText":"川普去年在投资方面大赚22.4亿美元,单单加密货币就赚了12亿美元,川普说他的钱是交给信托来管理的,股市上涨了,大家都在盈利,我获利多是因为我有很多现金,钱多所以赚的多。至于我今年上半年倒是没怎么赚钱,主要是没买存储股,存储股经过大涨,马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>","text":"川普去年在投资方面大赚22.4亿美元,单单加密货币就赚了12亿美元,川普说他的钱是交给信托来管理的,股市上涨了,大家都在盈利,我获利多是因为我有很多现金,钱多所以赚的多。至于我今年上半年倒是没怎么赚钱,主要是没买存储股,存储股经过大涨,马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 $美光科技(MU)$ $闪迪(SNDK)$ $南方两倍做多三星电子(07747)$ $南方两倍做多海力士(07709)$ $SK海力士(SKHY)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/582801843032072","isVote":1,"tweetType":2,"object":{"id":"b1b8160d266245efbb3c9fe04f400dee","tweetId":"582801843032072","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/888994b85001834810511572547/iDsrBrFLflwA.mp4","poster":"https://static.tigerbbs.com/cdd0a022404a8b190bf8587ceeb91d74"},"viewCount":22184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581405413630064,"gmtCreate":1782975218230,"gmtModify":1782975232047,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"下半年开始了,今天买入这只股。【2026-07-01】","htmlText":"\n \n \n 下半年以及之后的几年,沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要,就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举,历史上中期选举年的平均涨幅是7.5%,标普年度平均涨幅是10%至11%,中期选举年低于长期均值,中期选举不是选总统,而是国会控制权的争夺。 我今日在公开账户买入 <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 美国政府非常重视量子计算,政府和IBM在量子计算和国防领域开展大规模合作,IBM和美国商务部合作建立首个量子计算专用代工工厂。\n \n","listText":"下半年以及之后的几年,沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要,就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举,历史上中期选举年的平均涨幅是7.5%,标普年度平均涨幅是10%至11%,中期选举年低于长期均值,中期选举不是选总统,而是国会控制权的争夺。 我今日在公开账户买入 <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 美国政府非常重视量子计算,政府和IBM在量子计算和国防领域开展大规模合作,IBM和美国商务部合作建立首个量子计算专用代工工厂。","text":"下半年以及之后的几年,沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要,就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举,历史上中期选举年的平均涨幅是7.5%,标普年度平均涨幅是10%至11%,中期选举年低于长期均值,中期选举不是选总统,而是国会控制权的争夺。 我今日在公开账户买入 $IBM(IBM)$ 美国政府非常重视量子计算,政府和IBM在量子计算和国防领域开展大规模合作,IBM和美国商务部合作建立首个量子计算专用代工工厂。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/581405413630064","isVote":1,"tweetType":2,"object":{"id":"793d12ff6a284f559c3d9773a4c7e125","tweetId":"581405413630064","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/db19dd245001834809907573424/hvyAKW8F1pEA.mp4","poster":"https://static.tigerbbs.com/cb9a23375c04ee3537b306da8e8b6e77"},"viewCount":20842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580639684296752,"gmtCreate":1782788195933,"gmtModify":1782788215081,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"美股:存储剧烈波动,特斯拉为何大涨?【2026-06-29】","htmlText":"\n \n \n 内存大涨后,苹果开始涨价,美光老总暗示苹果太过抠门,之前内存7美元时,它卖99美元,现在内存涨到50美元,它就像消费者涨价250美元。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 近期“大空头”传奇人物迈克尔·伯里大举押注微软,其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 木头姐最近又开始扫货了,他的买入标的主要有 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 等\n \n","listText":"内存大涨后,苹果开始涨价,美光老总暗示苹果太过抠门,之前内存7美元时,它卖99美元,现在内存涨到50美元,它就像消费者涨价250美元。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 近期“大空头”传奇人物迈克尔·伯里大举押注微软,其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 木头姐最近又开始扫货了,他的买入标的主要有 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 等","text":"内存大涨后,苹果开始涨价,美光老总暗示苹果太过抠门,之前内存7美元时,它卖99美元,现在内存涨到50美元,它就像消费者涨价250美元。 $美光科技(MU)$ $苹果(AAPL)$ 近期“大空头”传奇人物迈克尔·伯里大举押注微软,其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 $微软(MSFT)$ 木头姐最近又开始扫货了,他的买入标的主要有 $Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$ $CoreWeave, Inc.(CRWV)$ $SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ 等","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580639684296752","isVote":1,"tweetType":2,"object":{"id":"da2dac958b3c4cc1ac9edc59e4f9de3c","tweetId":"580639684296752","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/04dc8d6c5001834809572846377/IunsaxOrzw8A.mp4","poster":"https://static.tigerbbs.com/51b1ffdc26b60953e3f47ce976afcf30"},"viewCount":22686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498090659882812","authorId":"3498090659882812","name":"曌迎甴","avatar":"https://static.tigerbbs.com/ec060c2c43936c09668a739d625c9282","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3498090659882812","idStr":"3498090659882812"},"content":"几年没见,博主几乎没变,女人真抗老","text":"几年没见,博主几乎没变,女人真抗老","html":"几年没见,博主几乎没变,女人真抗老"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580338676224096,"gmtCreate":1782714778699,"gmtModify":1782714791702,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"美股:可能快变盘了。【2026-06-26】","htmlText":"\n \n \n 美联储收紧政策的预期是本周美股下跌的主要原因,PCE公布后超过了预期,主要是能源价格上涨直接和间接导致PCE回升,市场谈及加息而色变,下半年降息无望,加息可能出现1-3次,人狠话不多的沃什坚定的要把通胀拉回2%,货币政策从紧将是未来一段时间的利空因素。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>\n \n","listText":"美联储收紧政策的预期是本周美股下跌的主要原因,PCE公布后超过了预期,主要是能源价格上涨直接和间接导致PCE回升,市场谈及加息而色变,下半年降息无望,加息可能出现1-3次,人狠话不多的沃什坚定的要把通胀拉回2%,货币政策从紧将是未来一段时间的利空因素。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","text":"美联储收紧政策的预期是本周美股下跌的主要原因,PCE公布后超过了预期,主要是能源价格上涨直接和间接导致PCE回升,市场谈及加息而色变,下半年降息无望,加息可能出现1-3次,人狠话不多的沃什坚定的要把通胀拉回2%,货币政策从紧将是未来一段时间的利空因素。 $标普500(.SPX)$ $标普500ETF(SPY)$ $纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/580338676224096","isVote":1,"tweetType":2,"object":{"id":"54e598e6cf234b24a9295fa2cdf661ba","tweetId":"580338676224096","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/6070033e5001834809437872022/RHqEY8E5C6oA.mp4","poster":"https://static.tigerbbs.com/05d755e8ff3cfa35ed65630c060fed60"},"viewCount":21942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547541371717440","authorId":"3547541371717440","name":"媛媛08","avatar":"https://static.tigerbbs.com/bb4c4ecd549655d8cdd25c4b357804be","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3547541371717440","idStr":"3547541371717440"},"content":"加息就是鬼故事,不可能的,花街用来打压股市","text":"加息就是鬼故事,不可能的,花街用来打压股市","html":"加息就是鬼故事,不可能的,花街用来打压股市"},{"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492787339030986","idStr":"3492787339030986"},"content":"在你们的眼里,美国成立两百多年就没有过好的时候","text":"在你们的眼里,美国成立两百多年就没有过好的时候","html":"在你们的眼里,美国成立两百多年就没有过好的时候"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577917954543856,"gmtCreate":1782116470674,"gmtModify":1782116503886,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"川普又炒这只股了。另外,昨天说错一件重要的事。【2026-06-18】","htmlText":"\n \n \n FOMC之后,我个人觉得沃什偏鸽,但是大部分人觉得沃什偏鹰,删除暗示宽松的文字,删除降息表述,市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变,1位希望降息,9位希望加息,沃什试图淡化加息点状图。 <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 最快将于7个交易日纳入纳斯达克100指数,不过根据纳指规定,是按流通股本计算,对于被动基金的吸引有限,短期面临巨量的解禁股,股票面临承压。 周四川普高调唱多英特尔,说美国政府入股英特尔10%的股份,提出报价时,市值1000亿,现在超过6000亿,川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ,黄仁勋吹票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> ,股票除了资金面,技术面和基本面,有号召的人吹票也会带来人气,人气集中了,股票就涨个不停。\n \n","listText":"FOMC之后,我个人觉得沃什偏鸽,但是大部分人觉得沃什偏鹰,删除暗示宽松的文字,删除降息表述,市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变,1位希望降息,9位希望加息,沃什试图淡化加息点状图。 <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 最快将于7个交易日纳入纳斯达克100指数,不过根据纳指规定,是按流通股本计算,对于被动基金的吸引有限,短期面临巨量的解禁股,股票面临承压。 周四川普高调唱多英特尔,说美国政府入股英特尔10%的股份,提出报价时,市值1000亿,现在超过6000亿,川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ,黄仁勋吹票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 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\n \n 今明两天市场波动加剧,日本央行大概率加息20个基点到1%,加息后是否释放更多鹰派信号,将决定日元汇率。另外一个重点是美联储议息会议,以及美联储主席首次讲话;此外周四将迎来三巫日,成交量放大,波动率增加。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>\n \n","listText":"今明两天市场波动加剧,日本央行大概率加息20个基点到1%,加息后是否释放更多鹰派信号,将决定日元汇率。另外一个重点是美联储议息会议,以及美联储主席首次讲话;此外周四将迎来三巫日,成交量放大,波动率增加。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","text":"今明两天市场波动加剧,日本央行大概率加息20个基点到1%,加息后是否释放更多鹰派信号,将决定日元汇率。另外一个重点是美联储议息会议,以及美联储主席首次讲话;此外周四将迎来三巫日,成交量放大,波动率增加。 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ 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