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郑佰万

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- 郑佰万郑佰万
  ·05-08 17:42
  $Fundrise Innovation Fund LLC(VCX)$ 拿住，期待后续发展。[财迷]
  76 评论
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- 郑佰万郑佰万
  ·01-24
  矿产需求引爆新超级周期全球采矿股领涨市场金十数据1月24日讯，随着金属需求激增以及关键矿产供应紧缺预示着该行业将进入新的“超级周期”，全球采矿股已跃升至基金经理必备清单的首位。自2025年初以来，MSCI金属与采矿指数已上涨近90%，大幅领先于半导体、全球银行以及由科技股组成的“美股七雄”。随着机器人、电动汽车和人工智能数据中心的蓬勃发展将金属价格推向新高，这一涨势目前毫无放缓迹象。铜作为能源转型的关键，同期价格飙升了50%。此外，分析师还看好铝、银、镍和铂等多种矿产。尽管黄金已连续创下历史新高，但在美国货币与财政政策担忧以及地缘政治风险的推动下，预计将继续受益。Pepperstone研究策略师Dilin Wu表示：“采矿股已悄然从乏味的防御性板块转变为投资组合的必需锚点——它是少数几个既能捕捉货币政策动态，又能应对地缘政治动荡的行业之一。”
  1,121 评论
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- 郑佰万郑佰万
  ·2025-06-03
  $RUN 20250815 20.0 CALL$
  3,894 评论
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- 郑佰万郑佰万
  ·2025-05-23
  $昆腾(QMCO)$ 做多
  3,198 评论
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- 郑佰万郑佰万
  ·2025-05-23
  $Oklo Inc.(OKLO)$ 清仓
  1,138 评论
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- 郑佰万郑佰万
  ·2025-05-21
  $GOOG 20250620 185.0 CALL$ 平仓，跌下来再接。
  7,340 2
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- 郑佰万郑佰万
  ·2025-05-15
  $Oklo Inc.(OKLO)$ 再次买入
  1,159 评论
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- 郑佰万郑佰万
  ·2025-05-15
  $Oklo Inc.(OKLO)$ 先出，跌下来再买
  897 评论
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- 郑佰万郑佰万
  ·2025-05-14
  $PONY 20250620 25.0 CALL$ 看多
  1,216 评论
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- 郑佰万郑佰万
  ·2025-05-14
  $Oklo Inc.(OKLO)$ 继续持有
  917 评论
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拿住，期待后续发展。[财迷]","images":[{"img":"https://static.tigerbbs.com/e875c312105ccc147c778b42bcbc66ff","width":"1022","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561977942676608","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":525253256733320,"gmtCreate":1769262329461,"gmtModify":1769263626196,"author":{"id":"3487195219418088","authorId":"3487195219418088","name":"郑佰万","avatar":"https://static.tigerbbs.com/346506b7187535cafdf57fab2dfc3402","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487195219418088","idStr":"3487195219418088"},"themes":[],"title":"","htmlText":"矿产需求引爆新超级周期 全球采矿股领涨市场 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Wu表示：“采矿股已悄然从乏味的防御性板块转变为投资组合的必需锚点——它是少数几个既能捕捉货币政策动态，又能应对地缘政治动荡的行业之一。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525253256733320","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442139291586960,"gmtCreate":1748966365122,"gmtModify":1748966367621,"author":{"id":"3487195219418088","authorId":"3487195219418088","name":"郑佰万","avatar":"https://static.tigerbbs.com/346506b7187535cafdf57fab2dfc3402","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487195219418088","idStr":"3487195219418088"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/RUN 20250815 20.0 CALL\">$RUN 20250815 20.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/RUN 20250815 20.0 CALL\">$RUN 20250815 20.0 CALL$ </a>&nbsp;","text":"$RUN 20250815 20.0 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