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TimothyX
TimothyX
·
10:36
由于市场对人工智能增长和短期需求的担忧，英伟达在2025年4月跌至每股86美元。然而，反弹非同寻常，英伟达飙升至200美元以上，市值突破5万亿美元里程碑。这种戏剧性的反弹凸显了只要人工智能势头持续下去，英伟达就能以多快的速度复苏。
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TimothyX
TimothyX
·
12-26 13:26
德意志银行宏观策略师吉姆·里德最近提出了一个非常违反直觉的观点：经过多年的冲击——从大流行和通胀飙升到突然的政策转向——未来最令人惊讶的结果实际上可能是完全没有惊喜. 然而就在那之后，德意志银行10条“黑天鹅路径”这可能会从根本上改变全球市场的方向——从人工智能驱动的20世纪90年代式的繁荣到人工智能泡沫与债务危机一起破裂，几乎涵盖了所有可以想象的极端情况。
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TimothyX
TimothyX
·
12-26 13:25
从季节性角度看，12 月 26 日通常被视为“圣诞老人行情（Santa Claus Rally）”的一部分。该行情一般指圣诞节后最后五个交易日以及次年前两个交易日，历史上这一阶段美股整体更容易出现上涨趋势。但需要注意的是，如果 12 月 26 日恰逢周末或交易所休市，当年将不会产生相关交易数据，且历史统计规律并不意味着未来表现具有必然性。总体而言，长期数据表明，12 月 26 日是标普 500 指数全年中胜率较高的交易日之一，但短期走势仍需结合当年的宏观环境、流动性状况和市场情绪综合判断。
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TimothyX
TimothyX
·
12-26 03:27
我送的礼物是: google My profits >25% Reason: huge potential
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TimothyX
TimothyX
·
12-25 14:12
$标普500(.SPX)$有望创下创纪录收盘高点的一年。截至周四收盘，该基准指数在2025年已创下39次收盘历史新高，最近一次是昨天的6932点。
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TimothyX
TimothyX
·
12-01
$英特尔(INTC)$ 股价周五大涨超过 10%，原因是天风国际证券分析师郭明錤（Ming-Chi Kuo）表示，英特尔有望成为苹果（AAPL）部分 M 系列处理器的代工供应商，这为英特尔的晶圆代工业务带来了新的期待。
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TimothyX
TimothyX
·
12-01
受美联储鸽派言论和疲软的经济数据支撑，美国股市收高，强化了12月降息预期。小盘股领涨，罗素2000指数上涨5.52%。由于人工智能乐观情绪抵消了估值担忧，纳斯达克也出现反弹。周四市场因感恩节休市。
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TimothyX
TimothyX
·
12-01
受美联储鸽派言论和疲软的经济数据支撑，美国股市收高，强化了12月降息预期。小盘股领涨，罗素2000指数上涨5.52%。由于人工智能乐观情绪抵消了估值担忧，纳斯达克也出现反弹。周四市场因感恩节休市。
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TimothyX
TimothyX
·
11-29
11月结束了！$纳斯达克(.IXIC)$收跌1.51%，而$标普500(.SPX)$涨0.13%。 标普500本周上涨3.7%，创下六个月来最强劲的单周表现.$比特币(BTC.USD.CC)$回升至9万美元以上；和大宗商品同步反弹。
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TimothyX
TimothyX
·
11-28
我今个星期最出色嘅交易系买咗tesla
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指数全年中胜率较高的交易日之一，但短期走势仍需结合当年的宏观环境、流动性状况和市场情绪综合判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514863803372200","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514716870074728,"gmtCreate":1766690866597,"gmtModify":1766690873465,"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://static.tigerbbs.com/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143001014413252","idStr":"4143001014413252"},"themes":[],"htmlText":"我送的礼物是: google My profits >25% Reason: huge potential","listText":"我送的礼物是: google My profits >25% Reason: huge potential","text":"我送的礼物是: google My profits >25% Reason: huge 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