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三倍做空半导体ETF-Direxion Daily(SOXS)
盘后
27.50
0.54
+2.00%
19:59 EDT
26.96
-6.47
-19.35%
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比约克
·
04-08 17:20
$三倍做空半导体ETF-Direxion Daily(SOXS)$
还有高位站岗的人吗[流泪] [流泪] [流泪] [流泪]
$三倍做空半导体ETF-Direxion Daily(SOXS)$ 还有高位站岗的人吗[流泪] [流泪] [流泪] [流泪]
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IK股票世界:
这岗能站啊?救人一命胜造七级浮屠,我在救你,赶紧跑吧,才刚开始跌呢
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元加涨
·
04-08 16:31
$三倍做空半导体ETF-Direxion Daily(SOXS)$
已经疯了 没有打仗还没有这么低 打了仗反而更低了
$三倍做空半导体ETF-Direxion Daily(SOXS)$ 已经疯了 没有打仗还没有这么低 打了仗反而更低了
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狗狗祟祟的打工刘
·
04-08 06:14
$三倍做空半导体ETF-Direxion Daily(SOXS)$
市场交易得就像战争结束了一样,停火谈判很可能成真,但走势还是横盘。
$三倍做空半导体ETF-Direxion Daily(SOXS)$ 市场交易得就像战争结束了一样,停火谈判很可能成真,但走势还是横盘。
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三市波段笔记
·
04-07 16:40
特朗普还会再次延期吗?
原创《K线大师》 假日这几天,消息多而混乱。不过最好的消息是,暂时没有扩大到地面战,局势还没有完全失控。接下来,我们先梳理下最新的信息,以及更新下之前的概率判断。 今天最重要的变化有三个。 1、特朗普把周二作为最终期限 特朗普周一表示,他为伊朗达成协议设定的周二期限是最终期限(对应北京时间周三早上8点),称伊朗的和平提议意义重大,但还不够好。 特朗普警告称,如果伊朗不满足他设定的周二晚间的最后期限,美军将对伊朗基础设施发动大规模袭击。 伊朗拒绝了特朗普的最后期限,并发来了一堆嘲讽。 图片 但是今天继续传出消息,特朗普可能还会再次延期这个时间。这段时间特朗普和伊朗的对话基本上是: 美国:再不谈,48小时后开炸你们的电厂。 伊朗:不谈。 美国:再不谈,周二(82小时后)开炸。 伊朗:不谈。 美国:FK再不开放霍尔木兹海峡,就开炸。 伊朗:不谈。 美国:谈得不错。 伊朗:没谈过。 美国:可以先停火45天慢慢谈。 伊朗:不谈。 美国:周二是最后期限,不然炸你家电厂 伊朗:不谈... 伊朗基本已经拒绝了临时停火方案,但不是完全拒谈,而是要求永久性结束战争、安全航行安排、霍尔木兹收费、制裁处理等更长期条款。 但这些条款达成协议的难度很大。 2、巴基斯坦牵头的框架仍在推进 内容包括立即停火和霍尔木兹恢复通航,说明外交窗口没有完全关上。 3、霍尔木兹依旧关闭,油价维持高位 Brent原油期货价格约111.5美元、WTI原油期货价格约115.9美元,这说明市场还没有把很快彻底降级 fully price in。 另外,冲突本身还在扩散而不是自动熄火。路透今天还报了伊朗对驻科威特布比延岛的美军目标发动无人机袭击,说明即便外交在走,军事对抗仍在继续。 联合国那边拟表决的霍尔木兹决议也已经被稀释,删除了明确授权用武的内容,只剩下鼓励防御性护航协调,这意味着国际社会更想控风险,而不是替美国背书全面升
特朗普还会再次延期吗?
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冰河世纪 新纪元:
不清楚这只基金存在的意义是什么?
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旧时光儿
·
04-01
$三倍做空半导体ETF-Direxion Daily(SOXS)$
Anyone still alive??????
$三倍做空半导体ETF-Direxion Daily(SOXS)$ Anyone still alive??????
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糖果黛蒂:
哈哈哈哈 合股以后的成本是100左右
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三市波段笔记
·
04-02
图穷匕见,开始做空
原创《图穷匕见》 市场经历两天的反弹,昨天没写文章,有同学私信我,是不是观点要变了?因为美股开始反弹了,特朗普说要退出了。 我说别急,等今天上午9点特朗普讲完话再判断。 周二和周三的反弹,市场基本上已经完全定价了这次冲突收缩的预期,但是在没有数据和基本面结论的时候,市场如此FOMO般的买回,这本身就是情绪推动的产物。 市场昨晚已经计价今天特朗普的讲话会再次推动本次冲突结束的预期,但事与愿违。讲话之时,市场大幅波动,原油直接拉升。 图片 风险资产、黄金等直线下降: 图片 今天早上九点特朗普的讲话大概就是以下内容: 伊朗现在挺能打,全怪TM奥巴马。多亏咱家巴掌大,导弹核武全搞垮。阿亚图拉很害怕,美国人民乐开花。再来旬月加紧炸,凿通特朗普海峡。 讲话并没有按照市场预期给一个更清晰的退出剧本,而是继续在打与不打之间摇摆。那市场提前计价的乐观预期自然就要还回去。 这里还要注意到特朗普一个叙事口吻的变化:从“准备结束”到“未来两周将进行极其严厉打击”。 这种政策话术的变硬,本身就是一个敏感的符号。 无论特朗普还是市场预期变来变去,本次冲突结束只有且唯一只有一个标志:特朗普获得最低可接受成本下的可展示胜利。 这在上一篇文章重点标出,只是这两天的反弹,让很多同学完全忽视了这个重要的逻辑(见:兵临城下,不战而胜)。 图片 而市场目前依旧没有充分计价抢攻哈尔克岛的预期,但结合到明天耶稣受难日,美股休市,特朗普这次有3天市场休市的时间。 那这3天有没有一点可能会进行更激进的动作,比如闪电抢攻哈尔克岛? 逻辑是成立的,原因有以下几点: 1、市场关闭窗口本身就是军事上更舒服的时点 如果美国真要做一个高冲击、会立刻推升油价和风险资产波动的动作,长周末当然比正常交易日更方便,因为它给白宫、五角大楼和盟友更多时间去抢占叙事、部署额外力量、准备后续声明,也给市场一个消化期。 这个逻辑不是阴谋论,而是现实中的
图穷匕见,开始做空
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杨杨aaa:
老师有没有及时一些的信息或者群 等更新好苦 哈哈
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日富一日 年富一年
·
03-31
$三倍做空半导体ETF-Direxion Daily(SOXS)$
一言难尽
$三倍做空半导体ETF-Direxion Daily(SOXS)$ 一言难尽
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财迅通
·
04-03
标普油气ETF富国(513350.SH)逆势走强、半导体承压:地缘扰动与产业逻辑共振下的ETF分化走势
4月2日,市场全天震荡调整,创业板指、科创50指数均跌超2%。板块方面,医药板块逆势走强,油气股表现活跃,光纤概念反复走强;算力租赁概念集体调整。 ETF方面,标普油气ETF富国(513350.SH)上涨超6%。消息面上,特朗普讲话未能缓解市场担忧,6月交货的布伦特原油期货盘中涨幅一度超过4%。分析认为,中东地缘冲突带来的炼化设施损毁或推动产业结构重构,强化中国制造业地位,利好国内石油产业链。在页岩油弹性下降、库存低位、战略储备增加及地缘风险溢价抬升背景下,油价中枢有望上移,相关公司盈利能力或持续改善。 下跌方面,中韩半导体ETF华泰柏瑞跌超4%。市场观点指出,在AI浪潮与国产替代背景下,国内先进产线扩产需求仍在,半导体设备作为晶圆代工扩张的基础,国产设备企业仍具发展空间。
标普油气ETF富国(513350.SH)逆势走强、半导体承压:地缘扰动与产业逻辑共振下的ETF分化走势
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雷递
·
04-07 22:41
源杰半导体冲刺港股:年营收6亿 利润1.9亿 市值超900亿
雷递网 雷建平 4月7日 陕西源杰半导体科技股份有限公司(简称:“源杰半导体”)日前递交招股书,准备在港交所上市。 源杰半导体2022年12月在科创板上市,发行1500万股,发行价为100.66元,募资总额为15.1亿元。 截至今日收盘,源杰半导体股价为1076.99元,市值为926亿元。一旦在港股上市,源杰半导体将形成:“A+H”股的格局。 于往绩记录期间,源杰半导体分别于2023年、2024年及2025年派付股息3940万元、850万元及4270万元。 源杰半导体拟向全体股东每10股派发现金红利7元(含税)。扣除目前回购专户的股份余额275,169股后参与分配股数共85,672,557股,以此计算合计拟派发现金红利5997万元(含税)。 年营收6亿 利润1.9亿 源杰半导体是一家激光器芯片供应商,凭藉在光电子半导体设计和制造领域的长期技术和工艺积累,致力于提供高可靠性、高速率、大批量高质交付的激光器芯片,实现数据的极致互连。 源杰半导体的核心产品组合,包括CW激光器芯片、EML激光器芯片及DFB激光器芯片,覆盖AI数据中心、5G通信建设及光纤接入等核心场景。 招股书显示,源杰半导体2023年、2024年、2025年营收分别为1.44亿、2.52亿、6亿元;毛利分别为4150万、5890万、3.35亿元;毛利率分别为28.7%、23.4%、55.7%。 源杰半导体2025年数据中心激光器芯片收入为3.93亿元,占比为65.4%;来自电信激光器芯片收入为2.06亿元,占比为34.3%。 源杰半导体2023年、2024年、2025年年内利润分别为1948万、-613万、1.9亿元。 源杰半导体2023年、2024年、2025年经调整净利分别为2303万、-247万、2.23亿元。 截止2025年12月31日,源杰半导体持有的现金及现金等价物为8亿元。 ZHANG XINGAN
源杰半导体冲刺港股:年营收6亿 利润1.9亿 市值超900亿
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