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阳光财经
YouTube知名美股频道博主Sunny
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阳光财经
阳光财经
·
07-14 17:30
【视频】美股一天跌掉34万
昨天股市下跌的原因有2个，一个是川普封锁霍尔木兹，并计划收费；另一个是存储股大跌。海力士从218万跌到185万，暴跌34万，海力士跌了15%。
$SK海力士(SKHY)$
$南方两倍做多海力士(07709)$
$3倍做多韩国ETF-Direxion(KORU)$
$韩国ETF-iShares MSCI(EWY)$
韩国KOSPI 指数大跌8.95%，跌破7000点，今年以来韩国股票触发熔断机制达7次，其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。
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【视频】美股一天跌掉34万
阳光财经
阳光财经
·
07-10
【视频】海力士要来了，是什么信号？
最近SpaceX上市了，两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市，一股存托凭证定价149美元，发行1.779亿股，融资265亿，有的报道是280亿，SK海力士非常受欢迎，获得7倍认购。
$SK海力士(SKHY)$
$南方两倍做多海力士(07709)$
ADR是存托凭证，具有跨境套利机会，如果韩国的海力士便宜，可以在韩国买入，然后找花旗这样的存托银行转化成adr再美股卖出，这就叫跨境套利。不过这也有风险，1个是存托银行的手续费，如果套的股数少，资金量不大，费用很有可能吃掉套利空间。另外韩美市场交易时间不同，ADR转账并非实时到账，并非零风险套利。
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【视频】海力士要来了，是什么信号？
阳光财经
阳光财经
·
07-09
【视频】川普掀桌子是机会来临的信号？
美联储昨日公布了会议纪要，市场解读为鹰派，受此影响，股市全线下跌，会议重申维持银行充足储备的政策，并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响，认为短期内推高了技术产品和能源需求，但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束，霍尔木兹海峡通航情况发现，过去24小时通过34艘船，是站前水平的66%，布伦特原油出现反弹，战争对美股短线的影响是有的，中长线影响基本没有，标普指数从历史上来看从来没有输给任何异常战争。 大空头原型，继续加码做空ai，通过看跌期权做空半导体ETF
$英伟达(NVDA)$
和
$Palantir Technologies Inc.(PLTR)$
，这次他的冒头针对的是韩国，韩国公司大规模投资是市场终结的开端。
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1.56万
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【视频】川普掀桌子是机会来临的信号？
阳光财经
阳光财经
·
07-08
买IBM后天天涨，三星出了创纪录财报，但是存储急跌
韩国三星电子出了创纪录的财报，但是股价整个崩了，三星电子营业收入翻倍为171万亿韩元，营业利润是89.4万亿韩元，同比增长18倍多，超过了过去三年总和，也超过了苹果和英伟达，韩国股市隔夜大跌，三星一度大跌10%。18倍多的利润增速市场还不满意吗？实际上是利好出尽，市场早已预料到三星的爆炸式增长，甚至实际值没有超市场预期。还有一点以后还能不能达到18倍？答案是否定的，最近内存价格涨幅环比收窄，内存超级周期很有可能见顶。
$南方两倍做多三星电子(07747)$
$三星电子(SSNLF)$
$Meta Platforms, Inc.(META)$
$IBM(IBM)$
$SpaceX(SPCX)$
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买IBM后天天涨，三星出了创纪录财报，但是存储急跌
阳光财经
阳光财经
·
07-06
【视频】川普说大家都赚钱了，你今年赚钱了吗？
川普去年在投资方面大赚22.4亿美元，单单加密货币就赚了12亿美元，川普说他的钱是交给信托来管理的，股市上涨了，大家都在盈利，我获利多是因为我有很多现金，钱多所以赚的多。至于我今年上半年倒是没怎么赚钱，主要是没买存储股，存储股经过大涨，马上也要变成老登股了。SK海力士计划于7月10日赴美上市。
$美光科技(MU)$
$闪迪(SNDK)$
$南方两倍做多三星电子(07747)$
$南方两倍做多海力士(07709)$
$SK海力士(SKHY)$
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【视频】川普说大家都赚钱了，你今年赚钱了吗？
阳光财经
阳光财经
·
07-02
下半年开始了，今天买入这只股。【2026-07-01】
下半年以及之后的几年，沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要，就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举，历史上中期选举年的平均涨幅是7.5%，标普年度平均涨幅是10%至11%，中期选举年低于长期均值，中期选举不是选总统，而是国会控制权的争夺。 我今日在公开账户买入
$IBM(IBM)$
美国政府非常重视量子计算，政府和IBM在量子计算和国防领域开展大规模合作，IBM和美国商务部合作建立首个量子计算专用代工工厂。
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1.97万
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下半年开始了，今天买入这只股。【2026-07-01】
阳光财经
阳光财经
·
06-30
美股：存储剧烈波动，特斯拉为何大涨？【2026-06-29】
内存大涨后，苹果开始涨价，美光老总暗示苹果太过抠门，之前内存7美元时，它卖99美元，现在内存涨到50美元，它就像消费者涨价250美元。
$美光科技(MU)$
$苹果(AAPL)$
近期“大空头”传奇人物迈克尔·伯里大举押注微软，其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。
$微软(MSFT)$
木头姐最近又开始扫货了，他的买入标的主要有
$Palantir Technologies Inc.(PLTR)$
$特斯拉(TSLA)$
$CoreWeave, Inc.(CRWV)$
$SpaceX(SPCX)$
$Rocket Lab USA, Inc.(RKLB)$
等
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2.17万
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美股：存储剧烈波动，特斯拉为何大涨？【2026-06-29】
阳光财经
阳光财经
·
06-29
美股：可能快变盘了。【2026-06-26】
美联储收紧政策的预期是本周美股下跌的主要原因，PCE公布后超过了预期，主要是能源价格上涨直接和间接导致PCE回升，市场谈及加息而色变，下半年降息无望，加息可能出现1-3次，人狠话不多的沃什坚定的要把通胀拉回2%，货币政策从紧将是未来一段时间的利空因素。
$标普500(.SPX)$
$标普500ETF(SPY)$
$纳斯达克(.IXIC)$
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2.14万
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美股：可能快变盘了。【2026-06-26】
阳光财经
阳光财经
·
06-22
川普又炒这只股了。另外，昨天说错一件重要的事。【2026-06-18】
FOMC之后，我个人觉得沃什偏鸽，但是大部分人觉得沃什偏鹰，删除暗示宽松的文字，删除降息表述，市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变，1位希望降息，9位希望加息，沃什试图淡化加息点状图。
$SpaceX(SPCX)$
最快将于7个交易日纳入纳斯达克100指数，不过根据纳指规定，是按流通股本计算，对于被动基金的吸引有限，短期面临巨量的解禁股，股票面临承压。 周四川普高调唱多英特尔，说美国政府入股英特尔10%的股份，提出报价时，市值1000亿，现在超过6000亿，川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票
$英特尔(INTC)$
，黄仁勋吹票
$迈威尔科技(MRVL)$
，股票除了资金面，技术面和基本面，有号召的人吹票也会带来人气，人气集中了，股票就涨个不停。
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2.15万
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川普又炒这只股了。另外，昨天说错一件重要的事。【2026-06-18】
阳光财经
阳光财经
·
06-16
美股：重大利好大涨，但明后天两个鬼门关要过。【2026-06-15】
今明两天市场波动加剧，日本央行大概率加息20个基点到1%，加息后是否释放更多鹰派信号，将决定日元汇率。另外一个重点是美联储议息会议，以及美联储主席首次讲话；此外周四将迎来三巫日，成交量放大，波动率增加。
$标普500ETF(SPY)$
$纳斯达克(.IXIC)$
$SpaceX(SPCX)$
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2.13万
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美股：重大利好大涨，但明后天两个鬼门关要过。【2026-06-15】
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热议股票
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\n \n 昨天股市下跌的原因有2个，一个是川普封锁霍尔木兹，并计划收费；另一个是存储股大跌。海力士从218万跌到185万，暴跌34万，海力士跌了15%。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 韩国KOSPI 指数大跌8.95%，跌破7000点，今年以来韩国股票触发熔断机制达7次，其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。\n \n","listText":"昨天股市下跌的原因有2个，一个是川普封锁霍尔木兹，并计划收费；另一个是存储股大跌。海力士从218万跌到185万，暴跌34万，海力士跌了15%。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 韩国KOSPI 指数大跌8.95%，跌破7000点，今年以来韩国股票触发熔断机制达7次，其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。","text":"昨天股市下跌的原因有2个，一个是川普封锁霍尔木兹，并计划收费；另一个是存储股大跌。海力士从218万跌到185万，暴跌34万，海力士跌了15%。 $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $3倍做多韩国ETF-Direxion(KORU)$ $韩国ETF-iShares 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指数大跌8.95%，跌破7000点，今年以来韩国股票触发熔断机制达7次，其中过去2个月就触发了5次。韩国数据显示散户强制平仓规模达1422亿韩元。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/585690777718904","isVote":1,"tweetType":2,"object":{"id":"9d01a601700e4d089f270cfc73ed5a4f","tweetId":"585690777718904","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/1218b2885001834811795814945/pqB1t8FnoAQA.mp4","poster":"https://static.tigerbbs.com/e79167604a9af56e90d735ce8c7f450e"},"viewCount":3329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"进入七月份以来，美股尤其是科技股就一路往下，几乎跟大A一样天天跌","text":"进入七月份以来，美股尤其是科技股就一路往下，几乎跟大A一样天天跌","html":"进入七月份以来，美股尤其是科技股就一路往下，几乎跟大A一样天天跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584188133941360,"gmtCreate":1783654593306,"gmtModify":1783654625799,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】海力士要来了，是什么信号？","htmlText":"\n \n \n 最近SpaceX上市了，两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市，一股存托凭证定价149美元，发行1.779亿股，融资265亿，有的报道是280亿，SK海力士非常受欢迎，获得7倍认购。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> ADR是存托凭证，具有跨境套利机会，如果韩国的海力士便宜，可以在韩国买入，然后找花旗这样的存托银行转化成adr再美股卖出，这就叫跨境套利。不过这也有风险，1个是存托银行的手续费，如果套的股数少，资金量不大，费用很有可能吃掉套利空间。另外韩美市场交易时间不同，ADR转账并非实时到账，并非零风险套利。\n \n","listText":"最近SpaceX上市了，两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市，一股存托凭证定价149美元，发行1.779亿股，融资265亿，有的报道是280亿，SK海力士非常受欢迎，获得7倍认购。 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> ADR是存托凭证，具有跨境套利机会，如果韩国的海力士便宜，可以在韩国买入，然后找花旗这样的存托银行转化成adr再美股卖出，这就叫跨境套利。不过这也有风险，1个是存托银行的手续费，如果套的股数少，资金量不大，费用很有可能吃掉套利空间。另外韩美市场交易时间不同，ADR转账并非实时到账，并非零风险套利。","text":"最近SpaceX上市了，两家AI大模型也排队要IPO,连韩国的海力士明明钱多得很还要来美股上市，一股存托凭证定价149美元，发行1.779亿股，融资265亿，有的报道是280亿，SK海力士非常受欢迎，获得7倍认购。 $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ ADR是存托凭证，具有跨境套利机会，如果韩国的海力士便宜，可以在韩国买入，然后找花旗这样的存托银行转化成adr再美股卖出，这就叫跨境套利。不过这也有风险，1个是存托银行的手续费，如果套的股数少，资金量不大，费用很有可能吃掉套利空间。另外韩美市场交易时间不同，ADR转账并非实时到账，并非零风险套利。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/584188133941360","isVote":1,"tweetType":2,"object":{"id":"3a9bbbc817fc4d6dacc58fcfd13ef277","tweetId":"584188133941360","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/156ec93a5001834811129835181/TdEPrEAQ5uMA.mp4","poster":"https://static.tigerbbs.com/93d4d86b17aafdf5a3dac5af13b01afd"},"viewCount":19450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583840367829040,"gmtCreate":1783569612811,"gmtModify":1783569636048,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】川普掀桌子是机会来临的信号？","htmlText":"\n \n \n 美联储昨日公布了会议纪要，市场解读为鹰派，受此影响，股市全线下跌，会议重申维持银行充足储备的政策，并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响，认为短期内推高了技术产品和能源需求，但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束，霍尔木兹海峡通航情况发现，过去24小时通过34艘船，是站前水平的66%，布伦特原油出现反弹，战争对美股短线的影响是有的，中长线影响基本没有，标普指数从历史上来看从来没有输给任何异常战争。 大空头原型，继续加码做空ai，通过看跌期权做空半导体ETF <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ，这次他的冒头针对的是韩国，韩国公司大规模投资是市场终结的开端。\n \n","listText":"美联储昨日公布了会议纪要，市场解读为鹰派，受此影响，股市全线下跌，会议重申维持银行充足储备的政策，并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响，认为短期内推高了技术产品和能源需求，但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束，霍尔木兹海峡通航情况发现，过去24小时通过34艘船，是站前水平的66%，布伦特原油出现反弹，战争对美股短线的影响是有的，中长线影响基本没有，标普指数从历史上来看从来没有输给任何异常战争。 大空头原型，继续加码做空ai，通过看跌期权做空半导体ETF <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ，这次他的冒头针对的是韩国，韩国公司大规模投资是市场终结的开端。","text":"美联储昨日公布了会议纪要，市场解读为鹰派，受此影响，股市全线下跌，会议重申维持银行充足储备的政策，并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响，认为短期内推高了技术产品和能源需求，但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束，霍尔木兹海峡通航情况发现，过去24小时通过34艘船，是站前水平的66%，布伦特原油出现反弹，战争对美股短线的影响是有的，中长线影响基本没有，标普指数从历史上来看从来没有输给任何异常战争。 大空头原型，继续加码做空ai，通过看跌期权做空半导体ETF $英伟达(NVDA)$ 和 $Palantir Technologies Inc.(PLTR)$ ，这次他的冒头针对的是韩国，韩国公司大规模投资是市场终结的开端。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/583840367829040","isVote":1,"tweetType":2,"object":{"id":"b438224eea6e492b8443b6d8ccd7a20d","tweetId":"583840367829040","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/8af98d7e5001834810970019449/l9RcHOtsFH4A.mp4","poster":"https://static.tigerbbs.com/32e7deac55b3b403025ee48bde2e7b7d"},"viewCount":15586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583452138713200,"gmtCreate":1783474906971,"gmtModify":1783474924142,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"买IBM后天天涨，三星出了创纪录财报，但是存储急跌","htmlText":"\n \n \n 韩国三星电子出了创纪录的财报，但是股价整个崩了，三星电子营业收入翻倍为171万亿韩元，营业利润是89.4万亿韩元，同比增长18倍多，超过了过去三年总和，也超过了苹果和英伟达，韩国股市隔夜大跌，三星一度大跌10%。18倍多的利润增速市场还不满意吗？实际上是利好出尽，市场早已预料到三星的爆炸式增长，甚至实际值没有超市场预期。还有一点以后还能不能达到18倍？答案是否定的，最近内存价格涨幅环比收窄，内存超级周期很有可能见顶。 <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>\n \n","listText":"韩国三星电子出了创纪录的财报，但是股价整个崩了，三星电子营业收入翻倍为171万亿韩元，营业利润是89.4万亿韩元，同比增长18倍多，超过了过去三年总和，也超过了苹果和英伟达，韩国股市隔夜大跌，三星一度大跌10%。18倍多的利润增速市场还不满意吗？实际上是利好出尽，市场早已预料到三星的爆炸式增长，甚至实际值没有超市场预期。还有一点以后还能不能达到18倍？答案是否定的，最近内存价格涨幅环比收窄，内存超级周期很有可能见顶。 <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SSNLF\">$三星电子(SSNLF)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","text":"韩国三星电子出了创纪录的财报，但是股价整个崩了，三星电子营业收入翻倍为171万亿韩元，营业利润是89.4万亿韩元，同比增长18倍多，超过了过去三年总和，也超过了苹果和英伟达，韩国股市隔夜大跌，三星一度大跌10%。18倍多的利润增速市场还不满意吗？实际上是利好出尽，市场早已预料到三星的爆炸式增长，甚至实际值没有超市场预期。还有一点以后还能不能达到18倍？答案是否定的，最近内存价格涨幅环比收窄，内存超级周期很有可能见顶。 $南方两倍做多三星电子(07747)$ $三星电子(SSNLF)$ $Meta Platforms, Inc.(META)$ $IBM(IBM)$ $SpaceX(SPCX)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/583452138713200","isVote":1,"tweetType":2,"object":{"id":"4ef1b82b9e5d407eaab2366bef9ca84e","tweetId":"583452138713200","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9f3e9b055001834810797494190/e0HYFSHmGfkA.mp4","poster":"https://static.tigerbbs.com/65ff24112be546e64c9b87fd07a4ba8d"},"viewCount":16786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548162989830302","authorId":"3548162989830302","name":"佛 系","avatar":"https://static.tigerbbs.com/967e7ac19bc1ebffb83cc9e6bafb123e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3548162989830302","idStr":"3548162989830302"},"content":"所以的这B出来卖的对吧[开心][开心][开心][开心]","text":"所以的这B出来卖的对吧[开心][开心][开心][开心]","html":"所以的这B出来卖的对吧[开心][开心][开心][开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582801843032072,"gmtCreate":1783316063568,"gmtModify":1783316393329,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"【视频】川普说大家都赚钱了，你今年赚钱了吗？","htmlText":"\n \n \n 川普去年在投资方面大赚22.4亿美元，单单加密货币就赚了12亿美元，川普说他的钱是交给信托来管理的，股市上涨了，大家都在盈利，我获利多是因为我有很多现金，钱多所以赚的多。至于我今年上半年倒是没怎么赚钱，主要是没买存储股，存储股经过大涨，马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>\n \n","listText":"川普去年在投资方面大赚22.4亿美元，单单加密货币就赚了12亿美元，川普说他的钱是交给信托来管理的，股市上涨了，大家都在盈利，我获利多是因为我有很多现金，钱多所以赚的多。至于我今年上半年倒是没怎么赚钱，主要是没买存储股，存储股经过大涨，马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a>","text":"川普去年在投资方面大赚22.4亿美元，单单加密货币就赚了12亿美元，川普说他的钱是交给信托来管理的，股市上涨了，大家都在盈利，我获利多是因为我有很多现金，钱多所以赚的多。至于我今年上半年倒是没怎么赚钱，主要是没买存储股，存储股经过大涨，马上也要变成老登股了。SK海力士计划于7月10日赴美上市。 $美光科技(MU)$ $闪迪(SNDK)$ $南方两倍做多三星电子(07747)$ $南方两倍做多海力士(07709)$ $SK海力士(SKHY)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/582801843032072","isVote":1,"tweetType":2,"object":{"id":"b1b8160d266245efbb3c9fe04f400dee","tweetId":"582801843032072","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/888994b85001834810511572547/iDsrBrFLflwA.mp4","poster":"https://static.tigerbbs.com/cdd0a022404a8b190bf8587ceeb91d74"},"viewCount":21658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581405413630064,"gmtCreate":1782975218230,"gmtModify":1782975232047,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"下半年开始了，今天买入这只股。【2026-07-01】","htmlText":"\n \n \n 下半年以及之后的几年，沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要，就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举，历史上中期选举年的平均涨幅是7.5%，标普年度平均涨幅是10%至11%，中期选举年低于长期均值，中期选举不是选总统，而是国会控制权的争夺。 我今日在公开账户买入 <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 美国政府非常重视量子计算，政府和IBM在量子计算和国防领域开展大规模合作，IBM和美国商务部合作建立首个量子计算专用代工工厂。\n \n","listText":"下半年以及之后的几年，沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要，就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举，历史上中期选举年的平均涨幅是7.5%，标普年度平均涨幅是10%至11%，中期选举年低于长期均值，中期选举不是选总统，而是国会控制权的争夺。 我今日在公开账户买入 <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 美国政府非常重视量子计算，政府和IBM在量子计算和国防领域开展大规模合作，IBM和美国商务部合作建立首个量子计算专用代工工厂。","text":"下半年以及之后的几年，沃什将带领美联储进入一个难以预测的货币政策时代。我认为宏观经济数据将更为重要，就业和物价数据以及他们的预测值是市场用来预测美联储政策的工具。下半年另一件影响美股的大事就是中期选举，历史上中期选举年的平均涨幅是7.5%，标普年度平均涨幅是10%至11%，中期选举年低于长期均值，中期选举不是选总统，而是国会控制权的争夺。 我今日在公开账户买入 $IBM(IBM)$ 美国政府非常重视量子计算，政府和IBM在量子计算和国防领域开展大规模合作，IBM和美国商务部合作建立首个量子计算专用代工工厂。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/581405413630064","isVote":1,"tweetType":2,"object":{"id":"793d12ff6a284f559c3d9773a4c7e125","tweetId":"581405413630064","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/db19dd245001834809907573424/hvyAKW8F1pEA.mp4","poster":"https://static.tigerbbs.com/cb9a23375c04ee3537b306da8e8b6e77"},"viewCount":19712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580639684296752,"gmtCreate":1782788195933,"gmtModify":1782788215081,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"美股：存储剧烈波动，特斯拉为何大涨？【2026-06-29】","htmlText":"\n \n \n 内存大涨后，苹果开始涨价，美光老总暗示苹果太过抠门，之前内存7美元时，它卖99美元，现在内存涨到50美元，它就像消费者涨价250美元。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 近期“大空头”传奇人物迈克尔·伯里大举押注微软，其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 木头姐最近又开始扫货了，他的买入标的主要有 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 等\n \n","listText":"内存大涨后，苹果开始涨价，美光老总暗示苹果太过抠门，之前内存7美元时，它卖99美元，现在内存涨到50美元，它就像消费者涨价250美元。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 近期“大空头”传奇人物迈克尔·伯里大举押注微软，其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 木头姐最近又开始扫货了，他的买入标的主要有 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> <a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 等","text":"内存大涨后，苹果开始涨价，美光老总暗示苹果太过抠门，之前内存7美元时，它卖99美元，现在内存涨到50美元，它就像消费者涨价250美元。 $美光科技(MU)$ $苹果(AAPL)$ 近期“大空头”传奇人物迈克尔·伯里大举押注微软，其旗下Scion基金买入2028年12月到期、行权价约700美元的微软深度虚值长期看涨期权。 $微软(MSFT)$ 木头姐最近又开始扫货了，他的买入标的主要有 $Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$ $CoreWeave, Inc.(CRWV)$ $SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ 等","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580639684296752","isVote":1,"tweetType":2,"object":{"id":"da2dac958b3c4cc1ac9edc59e4f9de3c","tweetId":"580639684296752","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/04dc8d6c5001834809572846377/IunsaxOrzw8A.mp4","poster":"https://static.tigerbbs.com/51b1ffdc26b60953e3f47ce976afcf30"},"viewCount":21711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498090659882812","authorId":"3498090659882812","name":"曌迎甴","avatar":"https://static.tigerbbs.com/ec060c2c43936c09668a739d625c9282","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3498090659882812","idStr":"3498090659882812"},"content":"几年没见，博主几乎没变，女人真抗老","text":"几年没见，博主几乎没变，女人真抗老","html":"几年没见，博主几乎没变，女人真抗老"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580338676224096,"gmtCreate":1782714778699,"gmtModify":1782714791702,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"美股：可能快变盘了。【2026-06-26】","htmlText":"\n \n \n 美联储收紧政策的预期是本周美股下跌的主要原因，PCE公布后超过了预期，主要是能源价格上涨直接和间接导致PCE回升，市场谈及加息而色变，下半年降息无望，加息可能出现1-3次，人狠话不多的沃什坚定的要把通胀拉回2%，货币政策从紧将是未来一段时间的利空因素。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>\n \n","listText":"美联储收紧政策的预期是本周美股下跌的主要原因，PCE公布后超过了预期，主要是能源价格上涨直接和间接导致PCE回升，市场谈及加息而色变，下半年降息无望，加息可能出现1-3次，人狠话不多的沃什坚定的要把通胀拉回2%，货币政策从紧将是未来一段时间的利空因素。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","text":"美联储收紧政策的预期是本周美股下跌的主要原因，PCE公布后超过了预期，主要是能源价格上涨直接和间接导致PCE回升，市场谈及加息而色变，下半年降息无望，加息可能出现1-3次，人狠话不多的沃什坚定的要把通胀拉回2%，货币政策从紧将是未来一段时间的利空因素。 $标普500(.SPX)$ $标普500ETF(SPY)$ $纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/580338676224096","isVote":1,"tweetType":2,"object":{"id":"54e598e6cf234b24a9295fa2cdf661ba","tweetId":"580338676224096","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/6070033e5001834809437872022/RHqEY8E5C6oA.mp4","poster":"https://static.tigerbbs.com/05d755e8ff3cfa35ed65630c060fed60"},"viewCount":21367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547541371717440","authorId":"3547541371717440","name":"媛媛08","avatar":"https://static.tigerbbs.com/bb4c4ecd549655d8cdd25c4b357804be","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3547541371717440","idStr":"3547541371717440"},"content":"加息就是鬼故事，不可能的，花街用来打压股市","text":"加息就是鬼故事，不可能的，花街用来打压股市","html":"加息就是鬼故事，不可能的，花街用来打压股市"},{"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492787339030986","idStr":"3492787339030986"},"content":"在你们的眼里，美国成立两百多年就没有过好的时候","text":"在你们的眼里，美国成立两百多年就没有过好的时候","html":"在你们的眼里，美国成立两百多年就没有过好的时候"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577917954543856,"gmtCreate":1782116470674,"gmtModify":1782116503886,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"川普又炒这只股了。另外，昨天说错一件重要的事。【2026-06-18】","htmlText":"\n \n \n FOMC之后，我个人觉得沃什偏鸽，但是大部分人觉得沃什偏鹰，删除暗示宽松的文字，删除降息表述，市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变，1位希望降息，9位希望加息，沃什试图淡化加息点状图。 <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 最快将于7个交易日纳入纳斯达克100指数，不过根据纳指规定，是按流通股本计算，对于被动基金的吸引有限，短期面临巨量的解禁股，股票面临承压。 周四川普高调唱多英特尔，说美国政府入股英特尔10%的股份，提出报价时，市值1000亿，现在超过6000亿，川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ，黄仁勋吹票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> ，股票除了资金面，技术面和基本面，有号召的人吹票也会带来人气，人气集中了，股票就涨个不停。\n \n","listText":"FOMC之后，我个人觉得沃什偏鸽，但是大部分人觉得沃什偏鹰，删除暗示宽松的文字，删除降息表述，市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变，1位希望降息，9位希望加息，沃什试图淡化加息点状图。 <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 最快将于7个交易日纳入纳斯达克100指数，不过根据纳指规定，是按流通股本计算，对于被动基金的吸引有限，短期面临巨量的解禁股，股票面临承压。 周四川普高调唱多英特尔，说美国政府入股英特尔10%的股份，提出报价时，市值1000亿，现在超过6000亿，川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ，黄仁勋吹票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> ，股票除了资金面，技术面和基本面，有号召的人吹票也会带来人气，人气集中了，股票就涨个不停。","text":"FOMC之后，我个人觉得沃什偏鸽，但是大部分人觉得沃什偏鹰，删除暗示宽松的文字，删除降息表述，市场普遍这是偏鹰的信号。点状图中8位希望维持利率不变，1位希望降息，9位希望加息，沃什试图淡化加息点状图。 $SpaceX(SPCX)$ 最快将于7个交易日纳入纳斯达克100指数，不过根据纳指规定，是按流通股本计算，对于被动基金的吸引有限，短期面临巨量的解禁股，股票面临承压。 周四川普高调唱多英特尔，说美国政府入股英特尔10%的股份，提出报价时，市值1000亿，现在超过6000亿，川普成苹果和英特尔合作在美国生产电脑芯片。总统吹票 $英特尔(INTC)$ ，黄仁勋吹票 $迈威尔科技(MRVL)$ ，股票除了资金面，技术面和基本面，有号召的人吹票也会带来人气，人气集中了，股票就涨个不停。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/577917954543856","isVote":1,"tweetType":2,"object":{"id":"8d54f691a8f8445ca1587db6f4684646","tweetId":"577917954543856","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/3d32c7675001834808393826185/tigdTxc89DkA.mp4","poster":"https://static.tigerbbs.com/e1007670fa63ba5b3e3b606572c857d5"},"viewCount":21474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210307551321392","authorId":"4210307551321392","name":"有抱负的酋长","avatar":"https://static.tigerbbs.com/1c98b4ad9a318de7032feeaa73bb02ed","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4210307551321392","idStr":"4210307551321392"},"content":"盖茨不会做空完了特斯拉又去做空spcx吧？那可太牛逼了","text":"盖茨不会做空完了特斯拉又去做空spcx吧？那可太牛逼了","html":"盖茨不会做空完了特斯拉又去做空spcx吧？那可太牛逼了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575758334050720,"gmtCreate":1781595371172,"gmtModify":1781595394210,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3468322318173915","idStr":"3468322318173915"},"themes":[],"title":"美股：重大利好大涨，但明后天两个鬼门关要过。【2026-06-15】","htmlText":"\n \n \n 今明两天市场波动加剧，日本央行大概率加息20个基点到1%，加息后是否释放更多鹰派信号，将决定日元汇率。另外一个重点是美联储议息会议，以及美联储主席首次讲话；此外周四将迎来三巫日，成交量放大，波动率增加。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>\n \n","listText":"今明两天市场波动加剧，日本央行大概率加息20个基点到1%，加息后是否释放更多鹰派信号，将决定日元汇率。另外一个重点是美联储议息会议，以及美联储主席首次讲话；此外周四将迎来三巫日，成交量放大，波动率增加。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","text":"今明两天市场波动加剧，日本央行大概率加息20个基点到1%，加息后是否释放更多鹰派信号，将决定日元汇率。另外一个重点是美联储议息会议，以及美联储主席首次讲话；此外周四将迎来三巫日，成交量放大，波动率增加。 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $SpaceX(SPCX)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/575758334050720","isVote":1,"tweetType":2,"object":{"id":"0b69ef6c441d4a93b5d3dcb476ea823c","tweetId":"575758334050720","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/dffb6ec05001834807582483801/0OT6r2a84csA.mp4","poster":"https://static.tigerbbs.com/e3b079183d39ed0eb64beb5915fb05c4"},"viewCount":21292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481573272067925","authorId":"3481573272067925","name":"山旎","avatar":"https://static.tigerbbs.com/cb79fbfe069e3f980989ae066aaeb7f2","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3481573272067925","idStr":"3481573272067925"},"content":"已经加息至1%日指数创7万高点","text":"已经加息至1%日指数创7万高点","html":"已经加息至1%日指数创7万高点"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}