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迈克白
迈克白
·
09:36
$谷歌(GOOG)$
1. 巴菲特大额私募定增：100亿美元参与Alphabet 800亿股权融资，资金用于AI算力、数据中心建设，巴菲特本人确认这笔投资由他提议。认购价：351.81美元/股，比时价376优惠6.5%
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迈克白
迈克白
·
07-31
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迈克白
迈克白
·
06-29
2026.06.29 复盘笔记 by 迈克白
2026-06-29 成本 现价 浮动收益 Monolithic Power Systems(MPWR) 1,482.93 1,339.90 -9.71% 我写的内容去哪了？白天三星海力士微跌，mpwr今晚会如何
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2026.06.29 复盘笔记 by 迈克白
迈克白
迈克白
·
06-29
2026.06.29 复盘笔记 by 迈克白
2026-06-29 成本 现价 浮动收益 Monolithic Power Systems(MPWR) 1,482.93 1,339.00 -9.71% 上周五美股科技股英伟达大跌，是因为三星和海力士都跌了，也是因为苹果宣布因为内存要涨价，只有苹果涨了，其他硬盘内存都跌了。今天白天三星和海力士又跌了
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4
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2026.06.29 复盘笔记 by 迈克白
迈克白
迈克白
·
06-17
$Circle Internet Corp.(CRCL)$
Circle是全球合规稳定币龙头，核心产品USDC美元稳定币，94%收入来自USDC储备金的美债利息收益： 1. 商业模式：用户存入美元兑换1:1锚定的USDC，公司把储备资金买入美国国债赚取利息，类似保险浮存金生意； 2. 行业地位：USDC占据链上美元稳定币80%交易量，接入Coinbase、各大DEX，覆盖185个国家，合规牌照齐全，是机构资金首选稳定币 3. 新业务布局：自研底层公链Arc、跨境支付网络CPN、代币化货币基金USYC，试图摆脱单一利息收入依赖 4. 和COIN关联：Coinbase是USDC联合发行方，两家股价高度联动，加密行情、美国监管利好会同步提振CRCL、COIN。
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迈克白
迈克白
·
04-30
2026.04.30 复盘笔记 by 迈克白
2026-04-30 成本 现价 浮动收益 百济神州(ONC) 285.01 290.80 +2.03% 潘若巍推荐的医疗抗肿瘤药物股票 他已经经亏了很多
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2026.04.30 复盘笔记 by 迈克白
迈克白
迈克白
·
03-27
2026.03.27 复盘笔记 by 迈克白
2026-03-27 成本 现价 浮动收益 百济神州(ONC) 285.01 288.07 +1.13% 潘若巍客户，重仓现在还亏着，全球血制品龙头
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2026.03.27 复盘笔记 by 迈克白
迈克白
迈克白
·
2024-10-10
2024.10.10 复盘笔记 by 迈克白
2024-10-10 成本 现价 浮动收益 美团-W(03690) 190.335 194.800 +2.35% 180 195 210 三价位建仓测试
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2024.10.10 复盘笔记 by 迈克白
迈克白
迈克白
·
2024-04-20
$NVDA 20240419 830.0 PUT$
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迈克白
迈克白
·
2024-04-20
$NVDA 20240419 860.0 PUT$
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6
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