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2026-07-02 · 精选 19 条 · 数据池 1340

⚡ 今日速览

  • 特朗普2025年财务披露显示从迷因币授权中获利6.35亿美元，持有逾6000万美元加密资产
  • Michael Burry新空头头寸：做空NVDA、TSLA、CAT、AMAT
  • Micron宣布对特朗普账户投资2.5亿美元，引发市场关注
  • Meta计划出售多余AI计算资源，竞标云服务市场
  • Nike Q4财报双击预期，但股价仍下跌
  • Neuralink实现脑脊膜穿透式电极植入技术突破
  • 马斯克视察Optimus机器人生产线，强调工程进展
  • 半导体股震草度下跌，AI算力供应再度成焦点

📋 今日综述

  • 政治人物投资特朗普财报引发加密货币与政治利益讨论
  • 空头布局Burry空头科技股表明市场分歧加剧
  • AI算力格局Meta出售多余AI算力，颠覆供应短缺假设
  • 科技股动态Neuralink技术突破与半导体股波动共同构成科技主题
  • 市场技术多位分析师聚焦MU、META、HOOD等热门标的走势

特朗普2025年财务披露：加密货币与迷因币收入引热议

特朗普最新财务披露显示2025年从迷因币授权中获得6.35亿美元版税收入，同时持有逾6000万美元加密资产。此外，其重仓12只标普500和科技股，引发市场对政治人物投资与加密货币合规性的讨论。

@TrendSpider 原文 ↗

披露特朗普从迷因币授权中获利6.35亿美元，持有6000万美元加密资产，显示政治人物与加密市场的深度绑定

重大新闻：特朗普总统的2025年财务披露刚刚发布。

显示他在2025年通过 meme coin 许可协议赚取了635,068,835美元的版税，同时持有各种钱包中的逾6000万美元加密货币。
展开原文
BREAKING: President Trump's 2025 financial disclosure was just released.

It shows he earned $635,068,835 in royalties from a meme coin licensing deal in 2025, as well as holding over $60M in crypto across various wallets. https://t.co/sMQ9M5RlOr
❤ 1.5k · 🔁 277 · 💬 133 · 👁 101.1w
热门回复 4
@skye_gary @TrendSpider 特朗普也改变了加密货币的法律，然后直接从这些变更中获利。
@TrendSpider Trump got the laws changed on crypto too and then directly profited from those changes.
@songbaby57 @TrendSpider 我不知道这是真的吗，但如果你看最顶端，它说在2024年8月更新的，而那是在他再次当上总统之前。所以也许你应该停止撒谎。
@TrendSpider I don't know how true this is, but if you look at the very top it says that it was updated in August of 2024 and that was before he became president again. So maybe you could stop lying.
@EatLoud714 @TrendSpider 骗了所有基佬MAGA白痴😂
@TrendSpider Scammed all the ghey maga retards 😂
@TradesBySean @TrendSpider 以太坊带个i？🤔
@TrendSpider Ethereum with an i? 🤔
@TrendSpider 原文 ↗

对比特朗普（927页）与副总统Vance（17页）的财报厚度，反映两人投资布局的差异

特朗普总统和副总统JD Vance的2025年财务披露报告今天发布。

特朗普：927页
JD Vance：17页
展开原文
Both President Trump and Vice President JD Vance's 2025 financial disclosure reports were released today.

Trump: 927 pages
JD Vance: 17 pages https://t.co/MOp444lDm6
@TrendSpider 重大新闻：特朗普总统的2025年财务披露刚刚发布。

显示他在2025年通过 meme coin 许可协议赚取了635,068,835美元的版税，同时持有各种钱包中的逾6000万美元加密货币。
BREAKING: President Trump's 2025 financial disclosure was just released.

It shows he earned $635,068,835 in royalties from a meme coin licensing deal in 2025, as well as holding over $60M in crypto across various wallets. https://t.co/sMQ9M5RlOr
❤ 242 · 🔁 13 · 💬 24 · 👁 8.4w
热门回复 4
@xaigorgo @TrendSpider 一个非常腐败，另一个是邪教追随者。
@TrendSpider One is very corrupt, the other is a cult follower.
@Jeffrey_SMoore @TrendSpider 特朗普的927页是一份综合性的10-K报告，不是个人财务报表。高尔夫球场、酒店、知识产权许可、WLFI代币销售、NFT版税、BTC/ETH资金库。这读起来像是一家小型持股公司的年度报告。
@TrendSpider Trump’s 927 pages is a conglomerate 10-K, not a personal finance statement. Golf courses, hotels, IP licensing, WLFI token sales, NFT royalties, BTC/ETH treasury. It reads like a small-cap holding company annual report
@Yapemn @TrendSpider 是啊，另一个家伙不需要玩这个游戏，因为他的糖爹（蒂尔）拥有它。
@TrendSpider Yea the other guy doesnt need to play the game since his sugar daddy (Thiel) owns it
@uh__yeah @TrendSpider 也许万斯完全超出了自己的能力范围？ IRGC就像在玩路易斯安那的中央
@TrendSpider Maybe Vance is way tf over his head?

IRGC is playing like a Louisiana fiddle
@TrendSpider 原文 ↗

特朗普重仓12只股票/ETF的12个月表现：GOOGL涨105%、IGM涨44%，但META跌17%、MSFT跌23%

2025年，特朗普总统至少有500万美元投资在12只股票/ETF中。

以下是它们在过去12个月的表现：

🟢 Alphabet $GOOGL +105%
🟢 iShares Expanded Tech $IGM +44%
🟢 Tesla $TSLA +42%
🟢 Apple $AAPL +42%
🟢 Broadcom $AVGO +35%
🟢 Nvidia $NVDA +26%
🟢 Invesco S&P 500 Quality $SPHQ +26%
🟢 S&P 500 $SPY +21%
🟢 Vanguard Dividend Appreciation $VIG +16%
🟢 Amazon $AMZN +10%
🔴 Meta $META -17%
🔴 Microsoft $MSFT -23%
展开原文
In 2025, there were just 12 stocks / ETFs that President Trump had at least $5 million invested in.

Here is how each of them have performed over the past 12 months:

🟢 Alphabet $GOOGL +105%
🟢 iShares Expanded Tech $IGM +44%
🟢 Tesla $TSLA +42%
🟢 Apple $AAPL +42%
🟢 Broadcom $AVGO +35%
🟢 Nvidia $NVDA +26%
🟢 Invesco S&P 500 Quality $SPHQ +26%
🟢 S&P 500 $SPY +21%
🟢 Vanguard Dividend Appreciation $VIG +16%
🟢 Amazon $AMZN +10%
🔴 Meta $META -17%
🔴 Microsoft $MSFT -23%
@TrendSpider 特朗普总统在2025年有12只股票/ETF投资超过5,000,000美元。

以下是所有投资：

S&P500 $SPY
iShares Tech ETF $IGM
S&P500 Quality ETF $SPHQ
Tesla $TSLA
Amazon $AMZN
Nvidia $NVDA
Meta $META
Alphabet $GOOGL
Apple $AAPL
Broadcom $AVGO
Microsoft $MSFT
Vanguard Dividend Appreciation ETF $VIG
President Trump had 12 stock/ETF investments with more than $5,000,000 allocated in 2025.

These are all of them:

S&P500 $SPY
iShares Tech ETF $IGM
S&P500 Quality ETF $SPHQ
Tesla $TSLA
Amazon $AMZN
Nvidia $NVDA
Meta $META
Alphabet $GOOGL
Apple $AAPL
Broadcom $AVGO
Microsoft $MSFT
Vanguard Dividend Appreciation ETF $VIG
❤ 103 · 🔁 18 · 💬 20 · 👁 5.3w
热门回复 4
@FindleysFinance @TrendSpider $META、$AMZN和$MSFT都大幅折价了。
@TrendSpider $META, $AMZN, and $MSFT are steeply discounted.
@Samurai__Stock @TrendSpider $TSLA如何能上涨42%，基本面还是很糟糕的，不都是关于埃隆的叙事吗？
@TrendSpider how is $TSLA up 42% fundamentals or horrible, all about the elon narrative i guess
@MarkoMikulik @TrendSpider 我的策略分析如下📈📈！👇。👇
@TrendSpider My strategy analysis !

as follows📈📈!
👇
.
👇
@sofiaonyx783 @TrendSpider 挑选了绿色的股票，完整投资组合在哪里
@TrendSpider cherry-picked the green tiles - where’s the full portfolio

Michael Burry空头科技股：做空NVDA、TSLA、CAT、AMAT

知名投资者Michael Burry新披露空头头寸，做空Nvidia、Tesla、Caterpillar和Applied Materials，引发市场对科技股估值担忧。

@TrendSpider 原文 ↗

Burry空头NVDA、TSLA、CAT、AMAT，显示对科技股和工业股的负面预期

重大新闻：Michael Burry已披露新仓位。

他做空：

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT
展开原文
BREAKING: Michael Burry has disclosed new positions.

He is short:

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
❤ 1.5k · 🔁 164 · 💬 240 · 👁 52.0w
热门回复 4
@JoeMa_5 @TrendSpider 做空特斯拉？哎呦……https://t.co/K9Fm9ddGyg
@TrendSpider Short Tesla? Uh oh…. https://t.co/K9Fm9ddGyg
@menhguin @TrendSpider 身高5'10的人：https://t.co/uW2PI4Ygl7
@TrendSpider guy who is 5'10: https://t.co/uW2PI4Ygl7
@JoeNatiello @TrendSpider 你的帖子是不正确的。他的持仓实际上不是"做空"头寸。他是做多看涨期权头寸。这与直接做空有很大不同。也许应该停止误导你的粉丝并解释一下区别？因为两者之间有很大区别
@TrendSpider Your post is incorrect. His positions are actually not "short" positions. He's long Puts on the stocks. That's significantly different from an outright short position.

Maybe stop misleading your followers and explain the difference?

Because there is a huge difference
@thedooberhead @TrendSpider 哈哈，其中三只股票占我投资组合很大部分。被打击了，伯里。
@TrendSpider lol, three of these make up a substantial part of my
portfolio.
Get wrecked, Burry.
@TrendSpider 原文 ↗

Burry看空Tesla在关键转折点，表明其对特斯拉未来发展前景的担忧

Tesla $TSLA正处于第二阶段突破和第四阶段崩溃之间的临界点。

Michael Burry已经看到足够了。
展开原文
Tesla $TSLA is at a tipping point between a Stage 2 breakout and a Stage 4 breakdown.

Michael Burry has seen enough. https://t.co/HHsbMX4caJ
@TrendSpider 重大新闻：Michael Burry已披露新仓位。

他做空：

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT
BREAKING: Michael Burry has disclosed new positions.

He is short:

Nvidia $NVDA
Tesla $TSLA
Caterpillar $CAT
Applied Materials $AMAT https://t.co/bY1FnNSDwt
❤ 407 · 🔁 37 · 💬 28 · 👁 9.0w
热门回复 4
@Venu_7_ @TrendSpider 伯里将会学到一个教训：不要跟埃隆作对。从长期来看，没有人通过做空埃隆而获利。等着看吧。
@TrendSpider Burry is going to learn a lesson: don’t bet against Elon.

No one has ever made money by betting against Elon in the long run.

Wait and watch.
@TradeTactician1 @TrendSpider 我不会在这里做空$TSLA，它即将突破上升三角形的顶部 https://t.co/QluYqYIPql
@TrendSpider I wouldn’t short $TSLA here, about to rip the top off this ascending triangle any time now https://t.co/QluYqYIPql
@guaigi3151 @TrendSpider 我的股票持仓详情如下⬇️
@TrendSpider Details of my stock holdings

are as follows

⬇️
@nishant568 @TrendSpider 该公司估值过高，美光科技是更好的投资选择
@TrendSpider The company is so overvalued, Micron is so much better investment here

Micron宣布投资特朗普账户：2.5亿美元引市场关注

Micron宣布对特朗普账户投资2.5亿美元，特朗普随后表示这是美国黄金时代的体现，此消息令半导体股再度成焦点。

@TrendSpider 原文 ↗

Micron2.5亿美元投资特朗普账户，政治与企业合作再度引发争议

刚刚发布：特朗普总统：

"Micron已宣布对TRUMP ACCOUNTS进行了一笔历史性的25000万美元投资。"

"这是美国的黄金时代！"他补充道
展开原文
JUST IN: President Trump:

“Micron has announced a HISTORIC $250 MILLION investment in TRUMP ACCOUNTS.”

“THIS IS THE GOLDEN AGE OF AMERICA!” he added https://t.co/c8ZxokShp8
❤ 717 · 🔁 75 · 💬 46 · 👁 22.4w
热门回复 4
@Bay_Area_Sam @TrendSpider 这是$M U向政府行贿以免被追究价格欺诈的费用
@TrendSpider This is the bribe $MU is paying so that the administration doesn’t go after them for price gouging
@enzo750016 @TrendSpider 这是贪污、犯罪和内幕交易的黄金时代🤡
@TrendSpider Golden age of grift , crime and inside trading 🤡
@kingmidas0076 @TrendSpider 向特朗普行贿太棒了，我持有股票，算是个骗局，但管他呢
@TrendSpider A pay off to trump awesome I own stock a grift yeah but the hell with it
@DavidBarns97 @TrendSpider https://t.co/NdwmWIcVMp
@TrendSpider https://t.co/NdwmWIcVMp
@TrendSpider 原文 ↗

Micron首次跌破21日均线，市场寻问是否为买入机会

🚨 Micron $MU首次自3月以来收于21日均线以下，当时股价约为当前价格的60%以下。

又是一个绝佳的买入机会吗？
展开原文
🚨 Micron $MU closed below its 21EMA for the first time since March, when shares were trading ~60% below the current price.

Another great buying opportunity? https://t.co/PONTX78i4L
@TrendSpider 刚刚发布：特朗普总统：

"Micron已宣布对TRUMP ACCOUNTS进行了一笔历史性的25000万美元投资。"

"这是美国的黄金时代！"他补充道
JUST IN: President Trump:

“Micron has announced a HISTORIC $250 MILLION investment in TRUMP ACCOUNTS.”

“THIS IS THE GOLDEN AGE OF AMERICA!” he added https://t.co/c8ZxokShp8
❤ 568 · 🔁 40 · 💬 49 · 👁 12.6w
热门回复 4
@Jeffrey_SMoore @TrendSpider 我从2023年开始交易$MU，21EMA一直是买入区域。3月、5月和7月如此。基本面没有变化，HBM3E仍然缺货，苹果仍在尝试从中国购买，因为美光/SK供应不足。我做多这个回调
@TrendSpider I’ve traded $MU since 2023 and the 21EMA has been the buy zone every time. March, May, and now July. The fundamentals haven’t changed, HBM3E is still backordered, Apple is still trying to buy from China because Micron/SK can’t supply enough. I’m long this dip
@robbhope @TrendSpider 这里的评论太搞笑了哈哈。一群错过机会的人。$MU的PEG只有0.06。现在极其低估。你们没看季报吗？？？
@TrendSpider The comments on here are hilarious lol. Bunch of people that missed the boat. MU PEG is like 0.06. Insanely undervalued right now. Did you guys not see the earnings report???
@RobertBaker25 @TrendSpider 你会反特朗普吗？
@TrendSpider Would you fade the president?
@TvabLuR @TrendSpider @grok 在3月$MU股价在21EMA以下收盘后发生了什么。做空吧
@TrendSpider @grok what happened to MU stock price after it closed under the 21EMA back in March. Be short.

Meta出售多余AI算力：竞标云服务市场

Meta宣布将出售多余AI计算资源，直接竞标Amazon、Microsoft、Google等云服务提供商，颠覆了AI算力供应短缺的共识。

@TrendSpider 原文 ↗

Meta出售多余AI算力，与云服务巨头竞争，Neocloud股下挫而META涨7%

刚刚发布：Meta $META将出售多余的AI计算能力，与亚马逊$AMZN、微软$MSFT和谷歌$GOOGL等主要云计算公司竞争

Neocloud股票在这一消息面上下挫 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15%
展开原文
JUST IN: Meta $META will sell excess AI compute, competing with major cloud companies like Amazon $AMZN, Microsoft $MSFT, and Google $GOOGL

Neocloud stocks are falling on the news 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15% https://t.co/GXOqBy8j4P
❤ 321 · 🔁 35 · 💬 35 · 👁 12.5w
热门回复 4
@lavidatombolo @TrendSpider $MSFT周线图 P/E : 22.96 Forward P/E : 19.5 -20.2 #Nasdaq #nyse
@TrendSpider $MSFT Weekly

P/E : 22.96 Forward P/E : 19.5 -20.2

#Nasdaq #nyse
@RBaltas81878 @TrendSpider $MSFT长期看好
@TrendSpider $MSFT long term view
@podargoss @TrendSpider $META周线图
@TrendSpider $META weekly view
@OpticAlpha870 @TrendSpider 什么是超额AI计算？有人告诉我。我还以为供不应求呢
@TrendSpider What does excess AI compute mean? Somebody tell me. I thought there isn’t enough supply to meet the demand
@TrendSpider 原文 ↗

质疑AI算力稀缺假设：Meta出售算力表明供应可能超出预期

Meta宣布他们将出售"多余的AI计算能力" $META

但难道计算能力不是目前最稀缺的资源吗？

我们询问了Sidekick：
展开原文
Meta announced they will sell "excess AI compute" $META

But isn't compute supposed to be the scarcest resource right now?

We asked Sidekick: https://t.co/ANE0IQkLnF
@TrendSpider 刚刚发布：Meta $META将出售多余的AI计算能力，与亚马逊$AMZN、微软$MSFT和谷歌$GOOGL等主要云计算公司竞争

Neocloud股票在这一消息面上下挫 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15%
JUST IN: Meta $META will sell excess AI compute, competing with major cloud companies like Amazon $AMZN, Microsoft $MSFT, and Google $GOOGL

Neocloud stocks are falling on the news 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15% https://t.co/GXOqBy8j4P
❤ 117 · 🔁 15 · 💬 26 · 👁 6.0w
热门回复 3
@jedimarkus77 @TrendSpider 但扎克说是真的就真的。没人敢质疑伟大而强大的扎克。$META https://t.co/d4bt9sjnd7
@TrendSpider But Zuck said it so it is true. One cannot question the great and powerful Zuck. $META https://t.co/d4bt9sjnd7
@2026monkeys @TrendSpider $META
@TabithaMccuu37 @TrendSpider 我的分析详情如下👇接下来步骤⬇️💵
@TrendSpider Details of my analysis.

👇Next steps

⬇️

💵

Nike Q4财报双击预期但股价下跌

Nike Q4财报调整后每股收益0.20美元，收入10.972亿美元，双双击破预期，但股价仍然下跌，市场对其业务前景仍存疑虑。

@TrendSpider 原文 ↗

Nike Q4财报双击预期，但股价走势疲软，显示市场对其业务前景仍存疑虑

$NKE Q4财报双击败 ✅

调整后每股收益：$0.20 vs $0.13预期
收入：$10.972B vs $10.863B

🟩 +1.32%
展开原文
$NKE Q4 Earnings Double Beat ✅

Adj. EPS: $0.20 vs $0.13 est
REV: $10.972B vs $10.863B

🟩 +1.32% https://t.co/NqJaun7Q50
@TrendSpider NKE财报直播 + STZ结果：Nike 2026年Q4结果与反应 | 与Rock Regan一起
NKE Earnings LIVE + STZ Results: Nike Q4 2026 Results & Reaction | With Rock Regan https://t.co/0YJXCmu6vu
❤ 170 · 🔁 11 · 💬 14 · 👁 6.1w
热门回复 4
@Bay_Area_Sam @TrendSpider 记不得上次$NKE没有打败季报是什么时候了。但这也没什么用。
@TrendSpider Can’t remember the last time $NKE didn’t beat the earnings.

It’s pointless though.
@1HRBV6hQ0LmxlVp @TrendSpider 我的股票持仓详情如下⬇️
@TrendSpider Details of my stock holdings

are as follows

⬇️
@AstraInsights @TrendSpider 耐克$NKE季报出炉了。以下是他们在近期发布后股价的走势：https://t.co/qHD5nBCao0
@TrendSpider Nike $NKE earnings are out. Here's how they've moved following prior releases in recent history:

https://t.co/qHD5nBCao0
@shahidwarsi4k @TrendSpider 我的策略分析如下📈📈！👇。👇
@TrendSpider My strategy analysis !

as follows📈📈!
👇
.
👇
@TrendSpider 原文 ↗

NKE走势疲软，技术面显示下行压力增加

向错误方向滑行 😬
$NKE
展开原文
Swooshing the wrong way 😬
$NKE https://t.co/fDiTIuZtJJ
❤ 672 · 🔁 40 · 💬 56 · 👁 6.3w
热门回复 4
@TheUltimator5 @TrendSpider 有趣的是，耐克的倒V标志在过去一年被多次绘制，但V标志的尾巴似乎只越来越长😂
@TrendSpider Funny that the Nike inverse swoosh has been plotted for them multiple times over the past year and the swoosh just keeps getting a longer tip 😂
@bitcodyy @TrendSpider 已经帮你修复了😂$NKE https://t.co/IIxL48aFnT
@TrendSpider Fixed it for you 😂 $NKE https://t.co/IIxL48aFnT
@Codespore @TrendSpider $NKE即将宣布转向AI数据中心😂
@TrendSpider $NKE announcing a pivot into AI data center soon 😂
@xyz7677 @TrendSpider 克莱默抛售$nke！看涨https://t.co/pKbKw0ShUk
@TrendSpider Cramer sold $nke! BULLISH https://t.co/pKbKw0ShUk

马斯克视察Optimus机器人生产线

马斯克在Fremont参观Optimus机器人生产线，强调工程进展，但同时其发言引发对政治相关议题的讨论。

@elonmusk 原文 ↗

马斯克视察Optimus机器人生产线，展示特斯拉机器人开发进展

在Fremont参观Optimus生产线
展开原文
Walking the Optimus production line in Fremont https://t.co/ABS0tuRibW
❤ 4.7w · 🔁 5.5k · 💬 4.4k · 👁 408.6w
热门回复 3
@gallomimia @elonmusk I want in!!!
@JTDawber @elonmusk 人们会后悔没有购买特斯拉和SpaceX
@elonmusk People will regret not buying Tesla and Spacex
@Sabi450000 @elonmusk 就像那个英俊的教授和他的学生们！
@elonmusk Like the handsome professor and his students!

Robinhood（HOOD）内部人士持续增持

Robinhood内部人士Meyer Malka持续增持其股票，已累计增持逾5500万美元，显示对公司前景的信心。

@TrendSpider 原文 ↗

Robinhood内部人士Meyer Malka持续增持，累计增持逾5500万美元

你不必喜欢它，但... 🎶
$HOOD
展开原文
You ain't gotta like it but... 🎶
$HOOD https://t.co/7Kj8WbDVcu
@TrendSpider Robinhood内部人Meyer Malka继续大量买入，又新增了20,000,000股 🌶️

他的买入总额现在超过了过去14个交易日的55,000,000美元以上 $HOOD
Robinhood insider Meyer Malka CONTINUES to load up, adding another $20,000,000 in shares 🌶️

His buys now total $55,000,000+ over the past 14 trading days $HOOD https://t.co/dVfnj8TfIO
❤ 378 · 🔁 26 · 💬 23 · 👁 7.2w
热门回复 4
@NXS_BladeRunner @TrendSpider https://t.co/KrkCr2S0bo
@TrendSpider https://t.co/KrkCr2S0bo
@13F_Pro @TrendSpider $HOOD将在热门AI股票下跌时冲击200美元，因为资金会从这些不受欢迎的股票中轮动过来
@TrendSpider $HOOD going to make a run to $200 as hot AI stocks get sold down and money rotates to some of these unloved names.
@sptomlinson325 @TrendSpider 对于那些没有在特朗普账户即将流入现金时买入看涨期权的人，我实在不知道说什么好。我的期权非常喜欢它！https://t.co/PWiTbPeuaa
@TrendSpider For anyone that didn’t buy calls when they are about to be flushed with cash with the Trump accounts, I don’t know what else to say. My calls like it a lot! https://t.co/PWiTbPeuaa
@blury765 @TrendSpider love $HOOD

半导体股震草度下跌

半导体股在市场震草度下跌，AI算力供应再度成焦点，市场对科技股估值产生担忧。

@TradingThomas3 原文 ↗

半导体股震草度下跌，AI算力供应再度成焦点

Semis getting crushed 😶
❤ 95 · 🔁 4 · 💬 15 · 👁 1.4w
热门回复 4
@andreabailey474 @TradingThomas3 那些在支撑位防守后收在高位的股票→https://t.co/mcXEviR5uL
@TradingThomas3 The names that closed on the highs after defending support → https://t.co/mcXEviR5uL
@xnanoblack @TradingThomas3 当我们飙升时，我不会为今天的卖家感到难过
@TradingThomas3 I won't feel bad for today's sellers when we rip
@wabababa3 @TradingThomas3 很多新的接盘侠正在等待中
@TradingThomas3 plenty of new bagholders waiting to be made
@smallfeetpetss @TradingThomas3 如果我们在今年剩余时间里将上一季度在半导体领域的收益回吐，很多人会遭殃！我们会回头发现那确实是高潮顶部。从磁盘和内存开始，然后是CPU和GPU，然后是设备制造商和生产商
@TradingThomas3 A lot of people is going to get killed if we round trip last quarter gain in semis for the rest of this year ! We are going to look back and realize that was indeed the blow off top. Start with disk and memory, then the cpus and gpus, then equipment makers and manufacturers.
@Jake__Wujastyk 原文 ↗

MU、SNDK等半导体股下跌，市场寻问买入时机

市场只是需要一个理由开始抛售$MU、$SNDK等股票。

火山已经准备好爆发，只需要地震来触发它。
展开原文
The market just needed a reason to start the selloff in $MU, $SNDK, etc.

The volcano was ready to explode, just needed the earthquake to trigger it.
❤ 265 · 🔁 3 · 💬 32 · 👁 8.2w
热门回复 3
@singh_512 @Jake__Wujastyk 它会回来的..没有内存就不可能进行计算..临时的小波动..
@Jake__Wujastyk It will come back..compute not possible without memory.. temporary blip..
@Alexudacris @Jake__Wujastyk 我不明白...发生了什么地震？Meta正在建立云业务而不使用任何内存和GPU？🤦
@Jake__Wujastyk I don t understand… what was the earthquake? Meta is buiding a cloud business without using any memory and Gpu’s?? 🤦
@RyBred87 @Jake__Wujastyk 这是盘整，傻鸭子。敢不敢明天买入7/10看跌期权
@Jake__Wujastyk This is consolidation silly goose. Dare you to by 7/10 puts tomorrow

市场技术分析热点

分析师聚焦MU、META、HOOD等热门标的走势，提供技术面支持和交易策略建议。

@EliteOptions2 原文 ↗

MU面临工业革命机遇，分析师看好人形机器人需求带来的多年增长周期

$MU的硬件是推动我们迈向下一次工业革命的关键催化剂

在20%的利润超越预期和随后10%的抛售后，$MU又回到了创新高附近，保持在1200以下。

整体市场终于显示出实力，$MU准备突破创新高，推向关键心理水平1500点位。突破1172后，可能快速推至1250。突破1250后，我们将看到下一个上涨阶段向1500点位

人形机器人内存需求 🤖
AI超级周期的下一个阶段是机器人领域，$MU的CEO表示人形机器人携带着10倍于自动驾驶汽车的内存，称之为"持续的、可观的、跨越数十年的需求周期"。随着明确的新兴市场目标，以及$TSLA将其生产线从Model X和Y转向Optimus机器人生产线，显然$MU正在寻求与全球一些最大公司扩大合作伙伴关系

交易思路 🚀
$MU高于1175
摇摆交易：MU 7/17 1500C
日内交易：MU 7/2 1250C

一旦市场突破前高，$MU将坚固地将自己嵌入到其上涨 rally 的下一个阶段
展开原文
$MU’s hardware is the key catalyst pushing us towards the next Industrial Revolution

After a 20% earnings beat and a subsequent 10% selloff, $MU is right back near ATHs, holding just under 1200.

The overall market is finally showing strength and $MU looks ready to break ATHs and push towards the key psychological 1500 level. Get thru 1172 and a push to 1250 can happen fast. Thru 1250 and we see the next leg higher towards 1500

Humanoid Memory Demand 🤖
The next phase for the AI super cycle is robotics, with $MU’s CEO saying that humanoid robots carry 10x the memory of an autonomous vehicle, calling it a “sustained, substantial, multi-decade demand cycle.” With a clear emerging market in his sights, and with $TSLA shifting its production away from Model X and Ys and into its Optimus robotics line, it’s clear that $MU is looking to expand its partnerships with some of the biggest companies on the planet

Trade Ideas 🚀
$MU above 1175
Swing Trade: MU 7/17 1500C
Day Trade: MU 7/2 1250C

Once the market breaks previous ATHs, $MU will firmly embed itself into the next phase of its melt up rally
❤ 230 · 🔁 23 · 💬 17 · 👁 4.2w
热门回复 4
@Kamilahshort5 @EliteOptions2 我的股票持仓详情如下⬇️
@EliteOptions2 Details of my stock holdings

are as follows

⬇️
@TrondBirkenwae @EliteOptions2 所有额外细节如下👇👇🏼
@EliteOptions2 All extra details below

👇
👇🏼
@jgnuq @EliteOptions2 然后$MU今天暴跌了
@EliteOptions2 and then $MU bombed today.
@RahulSondhly1 @EliteOptions2 https://t.co/3WpwzT1Fho
@EliteOptions2 https://t.co/3WpwzT1Fho
@TrendSpider 原文 ↗

HIMS医疗保健股技术面走强，显示行业轮动可能开启

日益健康 👀 $HIMS
展开原文
Looking healthier by the day 👀 $HIMS https://t.co/6b0OBOKCNX
@TrendSpider 长期等待的医疗保健轮换终于开始了吗？ $HIMS
Has the long awaited rotation to healthcare finally begun? $HIMS https://t.co/F0UtZcu8pC
❤ 447 · 🔁 29 · 💬 30 · 👁 7.8w
热门回复 4
@arthritisfinger @TrendSpider 可能是空头 squeeze的开始？👀$HIMS
@TrendSpider Beginning of a potential short squeeze? 👀 $HIMS
@bullrunalpha @TrendSpider $HIMS要涨到100美元，它应该在那里https://t.co/oiOoigx9rj
@TrendSpider $HIMS to $100 where it belongs. https://t.co/oiOoigx9rj
@WulfxStreet @TrendSpider $HIMS紧凑旗形。9日和21日EMA上升。医疗保健显示相对强度。现在很难要求更清晰的设置了👀📈https://t.co/1P3NkLB4GT
@TrendSpider $HIMS Tight flag. Rising 9 and 21 EMA. Healthcare showing RS. Hard to ask for a much cleaner setup right now. 👀📈 https://t.co/1P3NkLB4GT
@ikandyman @TrendSpider 图表如此之好，以至于比他们的药片还有效
@TrendSpider chart so good it’s more effective than their pills
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