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XTrader猫姐美股
XTrader数据科技创始人;15年美股交易经验;硅谷/清华
IP属地:上海
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XTrader猫姐美股
XTrader猫姐美股
·
09-19
BTC暴拉!年初判断如何?
周五BTC强势上行,一举突破79184美元阻力位,最高触及81000美元。在年初专题视频中,本猫明确表示“比特币不expect跌太深”,目前是否仍维持全年不跌太多的观点?投资交易中穿越波动、把握大趋势的关键是什么? (本文由猫姐团队小森_Lynn发送)
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BTC暴拉!年初判断如何?
XTrader猫姐美股
XTrader猫姐美股
·
09-17
指标给出买点,我为什么仍不认同?
为什么机器指标要跟个人的系统相互参考?当前行情下,禅动指标为什么以稳妥和准确度为最高优先级?如何应对看不懂的行情? (本文由猫姐团队小森_Lynn发送)
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指标给出买点,我为什么仍不认同?
XTrader猫姐美股
XTrader猫姐美股
·
09-15
谷歌:我为什么开始重新审视它?
为什么重新审视谷歌?下周密切关注周线级别的下降趋势是否有效突破?! (本文由猫姐团队小森_Lynn发送)
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谷歌:我为什么开始重新审视它?
XTrader猫姐美股
XTrader猫姐美股
·
09-13
美股周五大涨,为什么仍值得怀疑?
为什么说周五这段反弹是不靠谱的?对这段行情最大的担忧是什么?后续走势如何? (本文由猫姐团队小森_Lynn发送)
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美股周五大涨,为什么仍值得怀疑?
XTrader猫姐美股
XTrader猫姐美股
·
09-19
周五SNDK好强,昨晚盘后笨猫点的nbis和lite也算是可以 今年反反复复提到的大坑+真爱COIN周五更是发飙大涨,服了。市场就是这么坑 昨天说的加息后还是有波行情的,看来进一步夯实,今天周五又到一周美股复盘的时间,回头给大家分析这波能走多远
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XTrader猫姐美股
XTrader猫姐美股
·
09-19
今年六月份6万左右建仓的比特币(这批子弹是去年8-10月份离场的BTC,价格10-11万美元,有同步)年初给我们club展望讲了比特币在26年不会跌太深,当时一片看熊,很多评论说是什么几年熊市周期之类的,笨猫不太懂这些,只会看数据分析。数据为王吧。。
@XTrader猫姐美股:
上周五6月5日笨猫盘中进场了26年计划定投的btc比特币仓位50%,当时价格6万左右。 同步club时强调了和我们会员年初展望观点一致,即这里不会跌太深,且64k重心吸引力较大,上周末公开复盘也同步了 剩下50%计划等年底,当然,边走边看,如果遇到好机会也不放过吧
上周五6月5日笨猫盘中进场了26年计划定投的btc比特币仓位50%,当时价格6万左右。 同步club时强调了和我们会员年初展望观点一致,即这里不会跌太深,且64k重心吸引力较大,上周末公开复盘也同步了 剩下50%计划等年底,当然,边走边看,如果遇到好机会也不放过吧
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XTrader猫姐美股
XTrader猫姐美股
·
09-19
TC报openai发现的又一AI自我意识的觉醒?附上第二张微信翻译,个人认为人工智能只是在学习人类行为而已,所以为什么要发扬真善美,无论从哪个维度,只有Love,Peace,joy,感恩才是最终解 老小伙伴知道22年笨猫严重疾患,闭关数月,梅奥诊所(Mayo Clinic)判无药可救,最终下决心与现有医学切割,通过爱和感恩实现疗愈
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XTrader猫姐美股
XTrader猫姐美股
·
09-18
周四收盘了,数据方面良好且稳定,大家可以初步放心,加息预期充分消化后市场差不多跌不下去,预估美股这里可以开启往上的一波行情,走到哪天算哪天吧
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XTrader猫姐美股
XTrader猫姐美股
·
09-17
说得好,对于连续减仓没剩多少多仓的人来说最大的噩梦在于尘埃落定后市场暴涨😂搞得昨晚瞎担心,还好,只要不出现暴涨就行。。。
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XTrader猫姐美股
XTrader猫姐美股
·
09-17
周三2PM如期加息25bp,一致通过意味着7月那三个鹰派异议(Hammack、Kashkari、Logan)和偏鸽的Williams、Waller这次都归队了,委员会比7月团结得多,加上10Y美债破5%和油价,有好戏了 然而昨晚分享的最不想出现的事情出现了😂🥲市场反着走来一波拉升行情,看市场买不买账,接下来的24H数据很重要了
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XTrader猫姐美股
XTrader猫姐美股
·
09-16
周二十年期国债收益率破5%,印象里上一次是23年10月,刚查了一下,这次比23年还要高一点,为07年7月以来最高🥲 原因是多重的,除了财政赤字、发债和通胀共同推高溢价,还要加上AI公司疯狂的企业债发行,理论上应该挤占大量一级交易商的资本配置,所以如果是这样,就算后期通胀回落,长端利率也未必跟着降 这意味着:1,美股估值天花板压下来了,要注意估值风险。2,笨猫之前反复说的周三加不加息已经不是问题了,要看点阵图。3,现在margin debt在历史高位,利率越高,去杠杆越容易自我强化,这恐怕是美股交易者最要注意的
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XTrader猫姐美股
XTrader猫姐美股
·
09-15
肥羊卷土重来,周一MU/SNDK系列先跌为敬😂历史就是这么惊人的重复
@XTrader猫姐美股:
第一个集中出清半导体与 AI 头部杠杆仓位的案例落地:OpenAI 前研究员创立的基金 Situational Awareness 遭强制平仓。其通过杠杆放大的450 亿美元总持仓迅速收缩,最终由Citadel承接大部分公开股票仓位,清盘后留存约 100 亿资刀(含 Anthropic 股权) Situational非花街出身,之前还那么高调,大肥羊了,呵呵
第一个集中出清半导体与 AI 头部杠杆仓位的案例落地:OpenAI 前研究员创立的基金 Situational Awareness 遭强制平仓。其通过杠杆放大的450 亿美元总持仓迅速收缩,最终由Citadel承接大部分公开股票仓位,清盘后留存约 100 亿资刀(含 Anthropic 股权) Situational非花街出身,之前还那么高调,大肥羊了,呵呵
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(本文由猫姐团队小森_Lynn发送)","images":[{"img":"https://static.tigerbbs.com/c1c026b334c19e071437539e36c54b4d"}],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607925444289272","isVote":1,"tweetType":2,"object":{"id":"b5be5ca5c39a42e588b633290c3907e9","tweetId":"607925444289272","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/a1f3e0d85001834820007259742/H28LUFS8aeIA.mp4","poster":"https://static.tigerbbs.com/c1c026b334c19e071437539e36c54b4d"},"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607221501117184,"gmtCreate":1789270960996,"gmtModify":1789276164577,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"美股周五大涨,为什么仍值得怀疑?","htmlText":"\n \n \n 为什么说周五这段反弹是不靠谱的?对这段行情最大的担忧是什么?后续走势如何? 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(本文由猫姐团队小森_Lynn发送)","images":[{"img":"https://static.tigerbbs.com/ba119278dfd9bff6944b3b09fe993e81"}],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/607221501117184","isVote":1,"tweetType":2,"object":{"id":"17f97c0d5acb414888e3cc7b95b8980d","tweetId":"607221501117184","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/3eda64045001834819863413186/YS3a1oSEbL8A.mp4","poster":"https://static.tigerbbs.com/ba119278dfd9bff6944b3b09fe993e81"},"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"content":"上周五一周美股复盘视频,分析了笨猫认为周五美股上涨有诈,列举了几个理由,当然,我们上周都在减仓(之前有同步)看不懂就不做 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Clinic)判无药可救,最终下决心与现有医学切割,通过爱和感恩实现疗愈","images":[{"img":"https://static.tigerbbs.com/d04c163aa4c12ee779f62a92f14c74be","width":"942","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609316444357184","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":608979232154504,"gmtCreate":1789703275378,"gmtModify":1789703278607,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"周四收盘了,数据方面良好且稳定,大家可以初步放心,加息预期充分消化后市场差不多跌不下去,预估美股这里可以开启往上的一波行情,走到哪天算哪天吧","listText":"周四收盘了,数据方面良好且稳定,大家可以初步放心,加息预期充分消化后市场差不多跌不下去,预估美股这里可以开启往上的一波行情,走到哪天算哪天吧","text":"周四收盘了,数据方面良好且稳定,大家可以初步放心,加息预期充分消化后市场差不多跌不下去,预估美股这里可以开启往上的一波行情,走到哪天算哪天吧","images":[{"img":"https://static.tigerbbs.com/93ad6c40a35200038adc3929c0e14d69","width":"1738","height":"476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608979232154504","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608706440996080,"gmtCreate":1789629873828,"gmtModify":1789629876771,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"说得好,对于连续减仓没剩多少多仓的人来说最大的噩梦在于尘埃落定后市场暴涨😂搞得昨晚瞎担心,还好,只要不出现暴涨就行。。。","listText":"说得好,对于连续减仓没剩多少多仓的人来说最大的噩梦在于尘埃落定后市场暴涨😂搞得昨晚瞎担心,还好,只要不出现暴涨就行。。。","text":"说得好,对于连续减仓没剩多少多仓的人来说最大的噩梦在于尘埃落定后市场暴涨😂搞得昨晚瞎担心,还好,只要不出现暴涨就行。。。","images":[{"img":"https://static.tigerbbs.com/202f75c8f59162d355a6ac58f072a9a7","width":"1200","height":"743"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608706440996080","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608654407516824,"gmtCreate":1789617110103,"gmtModify":1789618112895,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"周三2PM如期加息25bp,一致通过意味着7月那三个鹰派异议(Hammack、Kashkari、Logan)和偏鸽的Williams、Waller这次都归队了,委员会比7月团结得多,加上10Y美债破5%和油价,有好戏了 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然而昨晚分享的最不想出现的事情出现了😂🥲市场反着走来一波拉升行情,看市场买不买账,接下来的24H数据很重要了","images":[{"img":"https://static.tigerbbs.com/54e301d26b5e560eef59330aa9f98726","width":"935","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608654407516824","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608295079535760,"gmtCreate":1789533127592,"gmtModify":1789533131108,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"周二十年期国债收益率破5%,印象里上一次是23年10月,刚查了一下,这次比23年还要高一点,为07年7月以来最高🥲 原因是多重的,除了财政赤字、发债和通胀共同推高溢价,还要加上AI公司疯狂的企业债发行,理论上应该挤占大量一级交易商的资本配置,所以如果是这样,就算后期通胀回落,长端利率也未必跟着降 这意味着:1,美股估值天花板压下来了,要注意估值风险。2,笨猫之前反复说的周三加不加息已经不是问题了,要看点阵图。3,现在margin debt在历史高位,利率越高,去杠杆越容易自我强化,这恐怕是美股交易者最要注意的","listText":"周二十年期国债收益率破5%,印象里上一次是23年10月,刚查了一下,这次比23年还要高一点,为07年7月以来最高🥲 原因是多重的,除了财政赤字、发债和通胀共同推高溢价,还要加上AI公司疯狂的企业债发行,理论上应该挤占大量一级交易商的资本配置,所以如果是这样,就算后期通胀回落,长端利率也未必跟着降 这意味着:1,美股估值天花板压下来了,要注意估值风险。2,笨猫之前反复说的周三加不加息已经不是问题了,要看点阵图。3,现在margin debt在历史高位,利率越高,去杠杆越容易自我强化,这恐怕是美股交易者最要注意的","text":"周二十年期国债收益率破5%,印象里上一次是23年10月,刚查了一下,这次比23年还要高一点,为07年7月以来最高🥲 原因是多重的,除了财政赤字、发债和通胀共同推高溢价,还要加上AI公司疯狂的企业债发行,理论上应该挤占大量一级交易商的资本配置,所以如果是这样,就算后期通胀回落,长端利率也未必跟着降 这意味着:1,美股估值天花板压下来了,要注意估值风险。2,笨猫之前反复说的周三加不加息已经不是问题了,要看点阵图。3,现在margin debt在历史高位,利率越高,去杠杆越容易自我强化,这恐怕是美股交易者最要注意的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608295079535760","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607989857367112,"gmtCreate":1789458608822,"gmtModify":1789458610594,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"肥羊卷土重来,周一MU/SNDK系列先跌为敬😂历史就是这么惊人的重复","listText":"肥羊卷土重来,周一MU/SNDK系列先跌为敬😂历史就是这么惊人的重复","text":"肥羊卷土重来,周一MU/SNDK系列先跌为敬😂历史就是这么惊人的重复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607989857367112","repostId":"591733814624808","repostType":1,"repost":{"id":591733814624808,"gmtCreate":1785492731307,"gmtModify":1785493015479,"author":{"id":"4145582440589970","authorId":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4145582440589970","idStr":"4145582440589970"},"themes":[],"title":"","htmlText":"第一个集中出清半导体与 AI 头部杠杆仓位的案例落地:OpenAI 前研究员创立的基金 Situational Awareness 遭强制平仓。其通过杠杆放大的450 亿美元总持仓迅速收缩,最终由Citadel承接大部分公开股票仓位,清盘后留存约 100 亿资刀(含 Anthropic 股权) Situational非花街出身,之前还那么高调,大肥羊了,呵呵","listText":"第一个集中出清半导体与 AI 头部杠杆仓位的案例落地:OpenAI 前研究员创立的基金 Situational Awareness 遭强制平仓。其通过杠杆放大的450 亿美元总持仓迅速收缩,最终由Citadel承接大部分公开股票仓位,清盘后留存约 100 亿资刀(含 Anthropic 股权) Situational非花街出身,之前还那么高调,大肥羊了,呵呵","text":"第一个集中出清半导体与 AI 头部杠杆仓位的案例落地:OpenAI 前研究员创立的基金 Situational Awareness 遭强制平仓。其通过杠杆放大的450 亿美元总持仓迅速收缩,最终由Citadel承接大部分公开股票仓位,清盘后留存约 100 亿资刀(含 Anthropic 股权) Situational非花街出身,之前还那么高调,大肥羊了,呵呵","images":[{"img":"https://static.tigerbbs.com/21d91e5b670e421dca6ec51b5736f075","width":"1072","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591733814624808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}