明月清风我的个人主页 - 老虎社区

明月清风我

明月清风我

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明月清风我

01-29

$USA Rare Earth Inc.(USAR)$ 大坑啊我稀土再也不碰除非跌出翔……

明月清风我

01-27

$USA Rare Earth Inc.(USAR)$ 我认为从技术形态上不太乐观

明月清风我

01-28

$USA Rare Earth Inc.(USAR)$ 昨天高位回落绿色幕布今天一定洗盘

明月清风我

03-23

非常失望黄金原油反复收割无法预测的乱世闭关封麦不玩了就当今年我没做投资吧！

明月清风我

03-10

$美国原油ETF(USO)$ 滑头赢了

明月清风我

03-06

$Franklin FTSE South Korea ETF(FLKR)$ 你丫再📉十个点试试你大爷的

明月清风我

03-03

有一国防类韩国基金一枝独秀

明月清风我

02-04

[开心]

明月清风我

01-27

$MP Materials Corp.(MP)$ 一下跌这么多

明月清风我

01-26

$雷神技术公司(RTX)$ 国防概念etf重仓且优势稳健特朗普点名

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href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 一下跌这么多","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a> 一下跌这么多","text":"$MP Materials Corp.(MP)$ 一下跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525999027232840","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525837654614312,"gmtCreate":1769404928437,"gmtModify":1769405849438,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"明月清风我","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$&nbsp;</a> 国防概念etf重仓 且优势稳健 特朗普点名","listText":"<a 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目前是双底前高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526072193040456","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525872052707888,"gmtCreate":1769404015571,"gmtModify":1769404017924,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"明月清风我","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525872052707888","repostId":"524216817877048","repostType":1,"repost":{"id":524216817877048,"gmtCreate":1768987376490,"gmtModify":1768987414384,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美欲强取格陵兰，全球秩序土崩瓦解，军工成为受益者？","htmlText":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","listText":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 0.7%的跌幅：军工ETF的表现更是亮眼，其中， <a href=\"https://laohu8.com/S/SHLD\">$Global X Defense Tech ETF(SHLD)$</a> 年内涨超18.8%、 <a href=\"https://laohu8.com/S/XAR\">$SPDR S&amp;</a>","text":"2017年，特朗普政府讨论收购格陵兰岛问题，在接受记者采访时，特朗普表示他对这笔交易很着迷，因为该岛的面积很大，他认为这是一笔伟大的房地产交易，将确保他在历史上的地位。2019年，丹麦政府果断拒绝了这笔交易，称出售格陵兰及其人民的想法“完全荒谬”， 一些人认为特朗普的提议一定是个笑话！2020初，新冠疫情爆发，特朗普忙于内政，收购格陵兰岛的事被搁置。待到2025年，特朗普重掌政权，收购格陵兰重新提上议程，并在今年持续发酵！世界不得不开始认真对待特朗普的提议，欧洲各国为表达对丹麦的支持，于1月中旬举行象征性军事演戏，向美国展示团结一心的姿态。此举惹怒了特朗普，他威胁对参与演戏的欧洲8国加征10%的关税，将从2月1日开始实施该关税，并从6月起把税率提高至25%，除非并直至\"就全面、彻底购买格陵兰达成协议\"。美欧贸易战一触即发，让去年达成的贸易协议岌岌可危。关税威胁下，欧洲考虑反制措施，对价值1080亿美元的美国商品加征关税，甚至计划启用反胁迫工具！紧张的局势引爆了金价，现货黄金接连突破4700、4800美元大关，年内涨幅超12%！在达沃斯论坛上，加拿大总理卡尼表示，基于规则的国际秩序已经土崩瓦解！部分欧洲国家已经不再视美国为盟友！乱世之下，投资者抢购黄金不难理解，但还有一类资产，也将从乱世中受益，即军工！从今年的表现来看，国防军工指数年内涨幅达到8.8%，大幅超过 $标普500(.SPX)$ 0.7%的跌幅：军工ETF的表现更是亮眼，其中， $Global X Defense Tech ETF(SHLD)$ 年内涨超18.8%、 $SPDR S&","images":[{"img":"https://static.tigerbbs.com/8aa5e36622f963c66b9058629b8c1f70","width":"792","height":"624"},{"img":"https://static.tigerbbs.com/9130a6c89db79bb34aa66b8ae6cfd9d2","width":"831","height":"161"},{"img":"https://static.tigerbbs.com/fc9386214dd3c4b3c72a4e06f6bdf564","width":"1392","height":"516"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524216817877048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524901850292256,"gmtCreate":1769177660435,"gmtModify":1769177662741,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"明月清风我","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524901850292256","repostId":"524763644551224","repostType":1,"repost":{"id":524763644551224,"gmtCreate":1769134700507,"gmtModify":1769413201492,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"韩国股市涨疯了，散户如何布局？","htmlText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","listText":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 <a href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 年内涨超65%、规模最大的 <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 上涨19%、港股 <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 大涨30%； <a href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","text":"2026年刚开局，韩国股市就涨疯了，综合指数涨超17%，领跑全球，成为最亮眼的仔： 韩国ETF表现更加亮眼，三倍做多的 $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 年内涨超65%、规模最大的 $韩国ETF-iShares MSCI(EWY)$ 上涨19%、港股 $南方两倍做多海力士(07709)$ 大涨30%； $Franklin FTSE South Korea ETF(FLKR)$ 涨超18%： 不同于美股和A股，韩国股市的集中度非常高，目前的总市值为3万亿美元，但三星+SK海力士+现代汽车的总市值就超过了1万亿，占比超33%： 可以说，韩国股市被半导体，或者更精确一点说，是被内存芯片给绑架了！ 在AI需求井喷之下，内存芯片价格飙升，根据业绩预告，三星电子去年四季度的营收约93万亿韩元，同比增长23%，超过分析师预期的90.7万亿；营业利润高达20万亿韩元，同比暴增208%，大超分析师预期的17.8万亿： 存储芯片巨头美光表示，内存芯片短缺在过去一个季度愈演愈烈，当前的短缺程度前所未见！供不应求的情况预计持续到2026年后！ 里昂证券韩国研究主管Sanjeev Rana称超大规模云供应商正在大规模购买DRAM（动态随机存储器），它们愿意支付溢价锁定产能。他说DRAM平均售价在去年四季度环比增长30%，NAND（闪存）环比涨20%，预计今年去年价格将保持高位，甚至可能持续至2027年上半年！","images":[{"img":"https://static.tigerbbs.com/069ad3e6872a9710e98614f95502a49c","width":"519","height":"451"},{"img":"https://static.tigerbbs.com/b75992840a007ca886d46c63e638793b","width":"831","height":"193"},{"img":"https://static.tigerbbs.com/354884a9aafd21c1d047b1b5f172e28e","width":"831","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524763644551224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521290153296336,"gmtCreate":1768301943775,"gmtModify":1768301945737,"author":{"id":"3571047325901465","authorId":"3571047325901465","name":"明月清风我","avatar":"https://static.tigerbbs.com/7e5cf15cac230e09bdfe28c969f0a85f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571047325901465","authorIdStr":"3571047325901465"},"themes":[],"title":"","htmlText":"<a 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