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追梦999

追梦999

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05:48

对美国来讲，大跌都是机会

05:48

继续看好存储芯片继续看美光公司

05:47

AI人工智能革命刚刚开始，数据中心建设需要海量的存储芯片，因此存储存储景气周期远远没有结束

05:45

继续看好AI，继续看好存储芯片继续看好美观公司

05:44

继续看好存储芯片继续看好美光公司

05:44

继续看好城中心聚聚，你看好美光科技

01-21 03:46

可以吧也算是另外一种角度

01-21 03:45

我建议先观望一下，如果有抄能力可以怎么下注了，毕竟不差钱，这样能收获预期。

01-21 03:45

目前操作是先减仓，锁定利润。然后回调之后再入

01-16

白银2015年丰涨到现在的逻辑是，新能源半导体等工业需求大幅增加，第二，是因为黄金持续上涨带来的金银比失衡

01-15

中国的历史发展机遇，当前比较好，比如在新能源在芯片制造在半导体在航空航天等领域，但是中国缺乏长期向上的好公司

01-13

在特朗普眼里就没有什么规则和公理，他说的就是圣旨，没有特朗普做不到的事情。

01-11

[握手]

@躺平躺到地狱了:黄金期指周五涨0.02%周涨4.07%均大超期。上周预判“周一大跌4.64%，一阴吞4线中断上涨势头，后市横盘振荡或小幅调整大概率”错误。后市观点：上周一长阴在20均获支撑，略做振荡后本周强势反弹几乎反包，比预期强很多。当前短中长线均多头趋势，后市继续上涨大概率。短线：5均上，20均上，多头趋势。中线：5周均上，20周均上，多头趋势。长线：5月均上，20月均上，多头趋势。2022年11月3日最低1618.3元来一直处于上升通道中，没有见顶迹象长期看涨。长期向上四大动力：美元走弱、通货膨胀、各国加大黄金储备、消费者投资配置和消费加速增长--黄金期指本周复盘和下周预判

01-10

苹果很晚也是个很好的公司，但是当前如果是投资的话，我更看好弹性更大的谷歌

01-10

看好洛克希德马丁，看好国防军工板块新的军备竞赛对军工股来讲是长期的利好

01-09

小米从高点回落近一半左右这么大的跌幅，要想重新走出上涨趋势，首先需要充分的横盘震荡走出横盘结构后才可能扭转下跌趋势才有可能走出上涨趋势，因此要耐心的等

01-07

继续看涨美光继续看涨存储相关的公司

01-07

英伟达最最近上涨势头不强，主要是因为炒的时间太长，长的也太高了，体量太大，因此需要横盘震荡消化压力，形成共识后再选择方向

01-06

比特币本人跌幅比较巨大，短期内很难创出新高，在月底创出新高的概率是很小的

01-06

看好特斯拉，特斯拉的自动驾驶到2026年是关键一年，现在美国应该是开始上线了，看别人的试驾效果不错。值得投入特斯拉。建议增持。

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二、当前持仓及本周操作：1、SPDR黄金ETF（GLD）：0.29861股。本周未操作。2、长期看涨期权1手：新建SGOL--CALL--20260618--44元，建仓价格2.35元。2.9元获利清仓（SGOL--CALL--20260618--42元）期权1手。 躺观黄金（纽约黄金期指期指主连）： 一、消息面、基本面： 1、地缘政治：世界局势总体平稳。 2、关税贸易战：相对平稳。 3、市场需求：一是全球央行购金需求维持高位，为金价提供长期支撑。二是越来越多投资者资产配置一部分黄金不断增加投资市场需求；三是社会经济高速发展，世界老百性更加富足，消费需求巨大且增速较快，消费升级和结婚刚需等扩大黄金需求。 4、通胀预期：当前通胀压力仍在。长期来看温和通胀是趋势，为黄金提供长期上涨支撑。&nbsp;&nbsp;&nbsp;&nbsp; 5、美元指数：理论上：美元指数走低，以美元计价资产价格有走高动能；美元指数走高，以美元计价资产价格有走低动能。周线上看：25年12月24日最低97.748以来持续反弹 &nbsp;。 二、技术面： 1、均线 超短：5日均上 ，超短多头趋势。 短期：20日均上，20均走平，短期多头趋势。 中期：5周均上，20周均上，20周均向上，中期多头趋势。 长期：5月均上 ，20月均上，长期多头趋势。25年12月涨跌幅：+1.78%。2025年涨跌幅：64.03%（东财数据） 2、macd：日线死叉（第7天）、周线金叉（第19周）、月线2023年3月以来持续金叉。（经验：日线金叉，20均上，20均走平或向上大概率会迎来一波上涨。经验：周线金叉行情往往更持久） 3、SKDJ指标：日K值64左右，周K值80左右。（日线调整","listText":"前言：一、长线看黄金：长期看涨，小调整小机会，大调整大机会。以年为单位长期持有盈利概率99.99%。稳键的可以做为资产配置，长期配备一定仓位。 二、当前持仓及本周操作：1、SPDR黄金ETF（GLD）：0.29861股。本周未操作。2、长期看涨期权1手：新建SGOL--CALL--20260618--44元，建仓价格2.35元。2.9元获利清仓（SGOL--CALL--20260618--42元）期权1手。 躺观黄金（纽约黄金期指期指主连）： 一、消息面、基本面： 1、地缘政治：世界局势总体平稳。 2、关税贸易战：相对平稳。 3、市场需求：一是全球央行购金需求维持高位，为金价提供长期支撑。二是越来越多投资者资产配置一部分黄金不断增加投资市场需求；三是社会经济高速发展，世界老百性更加富足，消费需求巨大且增速较快，消费升级和结婚刚需等扩大黄金需求。 4、通胀预期：当前通胀压力仍在。长期来看温和通胀是趋势，为黄金提供长期上涨支撑。&nbsp;&nbsp;&nbsp;&nbsp; 5、美元指数：理论上：美元指数走低，以美元计价资产价格有走高动能；美元指数走高，以美元计价资产价格有走低动能。周线上看：25年12月24日最低97.748以来持续反弹 &nbsp;。 二、技术面： 1、均线 超短：5日均上 ，超短多头趋势。 短期：20日均上，20均走平，短期多头趋势。 中期：5周均上，20周均上，20周均向上，中期多头趋势。 长期：5月均上 ，20月均上，长期多头趋势。25年12月涨跌幅：+1.78%。2025年涨跌幅：64.03%（东财数据） 2、macd：日线死叉（第7天）、周线金叉（第19周）、月线2023年3月以来持续金叉。（经验：日线金叉，20均上，20均走平或向上大概率会迎来一波上涨。经验：周线金叉行情往往更持久） 3、SKDJ指标：日K值64左右，周K值80左右。（日线调整","text":"前言：一、长线看黄金：长期看涨，小调整小机会，大调整大机会。以年为单位长期持有盈利概率99.99%。稳键的可以做为资产配置，长期配备一定仓位。 二、当前持仓及本周操作：1、SPDR黄金ETF（GLD）：0.29861股。本周未操作。2、长期看涨期权1手：新建SGOL--CALL--20260618--44元，建仓价格2.35元。2.9元获利清仓（SGOL--CALL--20260618--42元）期权1手。 躺观黄金（纽约黄金期指期指主连）： 一、消息面、基本面： 1、地缘政治：世界局势总体平稳。 2、关税贸易战：相对平稳。 3、市场需求：一是全球央行购金需求维持高位，为金价提供长期支撑。二是越来越多投资者资产配置一部分黄金不断增加投资市场需求；三是社会经济高速发展，世界老百性更加富足，消费需求巨大且增速较快，消费升级和结婚刚需等扩大黄金需求。 4、通胀预期：当前通胀压力仍在。长期来看温和通胀是趋势，为黄金提供长期上涨支撑。 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