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关注美股市场的变化，希望从中获得回报
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一个人发呆
一个人发呆
·
14:36
今天还是忍了，没动手。虽然底部很近了，有些科技股可能已经见底。但马上有美联储议息会议，先看看那边是鹰还是更鹰。对美股科技股影响不小。所以看完再说。一看鲍威尔怎么谈通胀，二看点阵图。
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一个人发呆
一个人发呆
·
14:35
这些存储真是疯了，财报前这么猛冲，感觉已经提前把利好消化完了。会不会跟英伟达一样，财报出来反而砸盘？要是真能砸一波，估值修复的机会就又来了，又可以上车了。
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一个人发呆
一个人发呆
·
14:35
$腾讯控股(00700)$
今晚发财报，就想看看前几天的下跌，到底是聪明资金抢跑，还是韭菜在割肉。坐等开奖。
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一个人发呆
一个人发呆
·
03-17 14:38
GTC大会对
$美光科技(MU)$
确实是实打实的利好，HBM已经从配套存储升级成算力核心了。消息一出股价涨得不错，存储这条线景气度还在往上走。
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一个人发呆
一个人发呆
·
03-17 14:36
$阿里巴巴(BABA)$
刚扔了个王炸，悟空企业级Agent平台上线，国内第一个对标OpenClaw的产品来了。阿里这是要在AI应用赛道硬刚到底，短期看明天市场怎么定价这个信息。如果放量突破60日线，我会跟一点。如果高开低走，就等回踩再看。中长线的话，AI应用这条赛道阿里的卡位确实可以，等两天看看资金怎么选。
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一个人发呆
一个人发呆
·
03-17 14:36
Mac和Windows是电脑的操作系统，OpenClaw就是个人AI的操作系统。龙虾这次在英伟达大会确实超预期，
$腾讯控股(00700)$
这波踩准风口了。
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一个人发呆
一个人发呆
·
03-13
这波油价上涨，除了霍尔木兹那边局势紧张，还有一个角度是金油比。黄金先涨上去了，黄金和原油的比值拉大，市场就会觉得油价相对便宜，资金自然会往洼地流。加上通胀预期在那摆着，油价就跟着被带起来了。
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一个人发呆
一个人发呆
·
03-13
标普又创新低了，主要还是霍尔木兹那边闹的，油价一涨通胀预期就上来，降息没戏了。后面看今晚PCE数据，要是通胀还压不住，科技股还得承压。这位置说抄底还早，只能先熬着。
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·
2024-09-06
$英伟达(NVDA)$
今晚就算升，也会卡在110收盘，先杀了期权下周再说[白眼]
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一个人发呆
·
2024-09-04
$英伟达(NVDA)$
PMI明明就比前值高 睁眼说瞎话 上看150[愤怒]
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