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 回落逾 3%，首个解禁大考算过了吗？

SpaceX 二级份额今日回落约 3.33%，但市场焦点是它"以 5000 亿美元级别的反弹通过了首个锁定期解禁(lockup)大考"——最忠实的买家虽有所犹豫，马斯克持股价值仍突破 9000 亿美元。解禁抛压的最大不确定性阶段性落地，但高估值下的分歧依旧。闯过解禁关的 SpaceX，估值能站稳吗？

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

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