昨日市场下挫，一方面_老虎社区_美港股上老虎

请叫我瞳哥

06-11

昨日市场下挫，一方面是SMCI融资利空带崩AI算力，加上通胀反弹、地缘局势升温，高位科技股集中兑现。

今日盘前迎来修复行情，科技、太空板块率先回暖。今晚PPI是关键，反弹能否延续看数据表现，短期聚焦芯片、存储和太空方向。

个股方面：

DXYZ：终于止跌并观察反弹力度，在SpaceX上市之后将做出最终的调整。

CRWV:止跌先维稳几个交易日，等待SpaceX上市之后，资金切换回来，将会开启上涨空间。

NNE，CRML等等的其他持仓都随着这段时间大盘的下杀而下跌，先卧倒先等待自然的修复，当有合适的加仓机会，我会马上更新帖子。

$Destiny Tech100 Inc(DXYZ)$

$CoreWeave, Inc.(CRWV)$

$NANO Nuclear Energy Inc(NNE)$

SpaceX纳入纳指，太空股集体起飞，上车窗口到了？

SpaceX今日大涨7.15%，将纳入纳斯达克100指数——被动资金即将强制配置，整个太空板块随之引爆：Rocket Lab暴涨15.93%、AST SpaceMobile狂飙21.44%。指数纳入抬高了SpaceX的估值锚，资金外溢点燃发射、卫星直连手机全产业链。但板块单日普涨20%+后短线情绪已极度亢奋，回调风险同步累积。这波太空热，你会追龙头SPCX，还是赌弹性更大的RKLB/ASTS？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Yelena_007
06-13
Yelena_007
哥亏40%了… 🈹️还是继续装死
- Yelena_007:
  [喷血][喷血][喷血]
- 请叫我瞳哥:
  等下周美联储会议确认方向再考虑去留。
- chenx32401:
  这支基金的溢价率是100%，要死人的
美少女安安
06-12
美少女安安
DXYZ要不要盘前跑啊
- 请叫我瞳哥回复美少女安安:
  现在只能等下周美联储会议的反弹再慢慢减出来了
- 美少女安安回复请叫我瞳哥:
  哎，早知道早点跑了
- 请叫我瞳哥:
  不，今天大概率是普涨行情，卧倒持有。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":574114140983328,"tweetId":"574114140983328","gmtCreate":1781178557621,"gmtModify":1781183851991,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"authorIdStr":"4235754457199412","name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":172,"starInvestorFlag":false},"themes":[{"themeId":"33fe20542632417ba822ae0c90f14416","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SpaceX纳入纳指，太空股集体起飞，上车窗口到了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":33fe20542632417ba822ae0c90f14416}&rnconfig={\"headerBarHidden\": true}","description":"SpaceX今日大涨7.15%，将纳入纳斯达克100指数——被动资金即将强制配置，整个太空板块随之引爆：Rocket Lab暴涨15.93%、AST SpaceMobile狂飙21.44%。指数纳入抬高了SpaceX的估值锚，资金外溢点燃发射、卫星直连手机全产业链。但板块单日普涨20%+后短线情绪已极度亢奋，回调风险同步累积。这波太空热，你会追龙头SPCX，还是赌弹性更大的RKLB/ASTS？","image":"https://static.tigerbbs.com/402d06ad546eab0c7bc9836388633fd4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>昨日市场下挫，一方面是SMCI融资利空带崩AI算力，加上通胀反弹、地缘局势升温，高位科技股集中兑现。\n今日盘前迎来修复行情，科技、太空板块率先回暖。今晚PPI是关键，反弹能否延续看数据表现，短期聚焦芯片、存储和太空方向。\n \n个股方面：\nDXYZ：终于止跌并观察反弹力度，在SpaceX上市之后将做出最终的调整。\n \nCRWV:止跌先维稳几个交易日，等待SpaceX上市之后，资金切换回来，将会开启上涨空间。\n \nNNE，CRML等等的其他持仓都随着这段时间大盘的下杀而下跌，先卧倒先等待自然的修复，当有合适的加仓机会，我会马上更新帖子。\n<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$&nbsp;</a>&nbsp;\n<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>&nbsp;\n<a href=\"https://laohu8.com/S/NNE\">$NANO Nuclear Energy Inc(NNE)$&nbsp;</a>&nbsp;</body></html>","htmlText":"<html><head></head><body>昨日市场下挫，一方面是SMCI融资利空带崩AI算力，加上通胀反弹、地缘局势升温，高位科技股集中兑现。\n今日盘前迎来修复行情，科技、太空板块率先回暖。今晚PPI是关键，反弹能否延续看数据表现，短期聚焦芯片、存储和太空方向。\n \n个股方面：\nDXYZ：终于止跌并观察反弹力度，在SpaceX上市之后将做出最终的调整。\n \nCRWV:止跌先维稳几个交易日，等待SpaceX上市之后，资金切换回来，将会开启上涨空间。\n \nNNE，CRML等等的其他持仓都随着这段时间大盘的下杀而下跌，先卧倒先等待自然的修复，当有合适的加仓机会，我会马上更新帖子。\n<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$&nbsp;</a>&nbsp;\n<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>&nbsp;\n<a href=\"https://laohu8.com/S/NNE\">$NANO Nuclear Energy Inc(NNE)$&nbsp;</a>&nbsp;</body></html>","text":"昨日市场下挫，一方面是SMCI融资利空带崩AI算力，加上通胀反弹、地缘局势升温，高位科技股集中兑现。 今日盘前迎来修复行情，科技、太空板块率先回暖。今晚PPI是关键，反弹能否延续看数据表现，短期聚焦芯片、存储和太空方向。 个股方面： DXYZ：终于止跌并观察反弹力度，在SpaceX上市之后将做出最终的调整。 CRWV:止跌先维稳几个交易日，等待SpaceX上市之后，资金切换回来，将会开启上涨空间。 NNE，CRML等等的其他持仓都随着这段时间大盘的下杀而下跌，先卧倒先等待自然的修复，当有合适的加仓机会，我会马上更新帖子。 $Destiny Tech100 Inc(DXYZ)$ $CoreWeave, Inc.(CRWV)$ $NANO Nuclear Energy Inc(NNE)$","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/574114140983328","repostId":0,"isVote":1,"tweetType":1,"viewCount":4818,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DXYZ","NNE","CRWV"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":528,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":574624153769336,"commentId":"574624153769336","gmtCreate":1781302982214,"gmtModify":1781309252769,"authorId":3542253909821281,"author":{"id":3542253909821281,"idStr":"3542253909821281","authorId":3542253909821281,"name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","vip":1,"hat":"https://static.tigerbbs.com/95a0ce7a7fe8e0518b38aeef5c80667c","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哥 亏40%了… 🈹️还是继续装死","text":"哥 亏40%了… 🈹️还是继续装死","html":"哥 亏40%了… 🈹️还是继续装死","likeSize":0,"commentSize":3,"subComments":[{"id":575970437806648,"commentId":"575970437806648","gmtCreate":1781631737307,"gmtModify":1781646484080,"authorId":3542253909821281,"author":{"id":3542253909821281,"idStr":"3542253909821281","authorId":3542253909821281,"name":"Yelena_007","avatar":"https://static.tigerbbs.com/94ded2fff368a0db79b355f2a6e26ee7","vip":1,"hat":"https://static.tigerbbs.com/95a0ce7a7fe8e0518b38aeef5c80667c","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574624153769336,"supIdStr":"574624153769336","prevId":0,"prevIdStr":"0","content":"[喷血][喷血][喷血]","text":"[喷血][喷血][喷血]","html":"[喷血][喷血][喷血]","disclaimerType":0},{"id":575263598135248,"commentId":"575263598135248","gmtCreate":1781459114567,"gmtModify":1781487223377,"authorId":4235754457199412,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574624153769336,"supIdStr":"574624153769336","prevId":0,"prevIdStr":"0","content":"等下周美联储会议确认方向再考虑去留。","text":"等下周美联储会议确认方向再考虑去留。","html":"等下周美联储会议确认方向再考虑去留。","disclaimerType":0},{"id":575234666378160,"commentId":"575234666378160","gmtCreate":1781452030046,"gmtModify":1781487223204,"authorId":3472532348212000,"author":{"id":3472532348212000,"idStr":"3472532348212000","authorId":3472532348212000,"name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574624153769336,"supIdStr":"574624153769336","prevId":0,"prevIdStr":"0","content":"这支基金的溢价率是100%，要死人的","text":"这支基金的溢价率是100%，要死人的","html":"这支基金的溢价率是100%，要死人的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":574310317541480,"commentId":"574310317541480","gmtCreate":1781226418621,"gmtModify":1781228476981,"authorId":3577417785464085,"author":{"id":3577417785464085,"idStr":"3577417785464085","authorId":3577417785464085,"name":"美少女安安","avatar":"https://static.tigerbbs.com/472b00df55e7129bb3834ba551686e77","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"DXYZ要不要盘前跑啊","text":"DXYZ要不要盘前跑啊","html":"DXYZ要不要盘前跑啊","likeSize":0,"commentSize":3,"subComments":[{"id":574558117007408,"commentId":"574558117007408","gmtCreate":1781286950897,"gmtModify":1781309251342,"authorId":4235754457199412,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3577417785464085,"repliedAuthor":{"id":3577417785464085,"idStr":"3577417785464085","authorId":3577417785464085,"name":"美少女安安","avatar":"https://static.tigerbbs.com/472b00df55e7129bb3834ba551686e77","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574310317541480,"supIdStr":"574310317541480","prevId":574539031589128,"prevIdStr":"574539031589128","content":"现在只能等下周美联储会议的反弹再慢慢减出来了","text":"现在只能等下周美联储会议的反弹再慢慢减出来了","html":"现在只能等下周美联储会议的反弹再慢慢减出来了","disclaimerType":0},{"id":574539031589128,"commentId":"574539031589128","gmtCreate":1781282266571,"gmtModify":1781285279193,"authorId":3577417785464085,"author":{"id":3577417785464085,"idStr":"3577417785464085","authorId":3577417785464085,"name":"美少女安安","avatar":"https://static.tigerbbs.com/472b00df55e7129bb3834ba551686e77","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":4235754457199412,"repliedAuthor":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574310317541480,"supIdStr":"574310317541480","prevId":574464434935536,"prevIdStr":"574464434935536","content":"哎，早知道早点跑了","text":"哎，早知道早点跑了","html":"哎，早知道早点跑了","disclaimerType":0},{"id":574464434935536,"commentId":"574464434935536","gmtCreate":1781263993256,"gmtModify":1781273175483,"authorId":4235754457199412,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":574114140983328,"objectIdStr":"574114140983328","type":1,"supId":574310317541480,"supIdStr":"574310317541480","prevId":0,"prevIdStr":"0","content":"不，今天大概率是普涨行情，卧倒持有。","text":"不，今天大概率是普涨行情，卧倒持有。","html":"不，今天大概率是普涨行情，卧倒持有。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/574114140983328"}