X日报 · 美股 · 2026-07-09

⚡ 今日速览

SpaceXAI发布Grok 4.5大模型，号称Opus级别性能但更快更便宜，已在特斯拉和SpaceX内部测试
Grok 4.5在多个AI评测中表现强劲，包括Legal Agent Benchmark和AutomationBench排名第一
Micron (MU) 股价回调25%但分析师指出新型内存合同提供了底价保障，HBM4供应商资质获确认
美伊冲突再度升级，伊朗袭击美军基地，特朗普威胁进一步军事行动
半导体股在中东紧张局势下出现波动，但整体市场波动性增加
NVidia (NVDA) 面临Burry质疑，被类比2000年科技泡沫时的Cisco
Meta (META) 宣布在加拿大投建90亿美元数据中心，计划发布Muse Image和Muse Video AI模型
SK Hynix美国IPO超七倍认购，市值已超1万亿韩元，成为全球最有价值公司之一

📋 今日综述

AI科技SpaceXAI Grok 4.5发布引领AI模型竞赛新阶段，以Opus级别能力、速度和成本优势占据市场关注
芯片股Micron和NVidia等半导体股在地缘政治风险和估值质疑下波动，但HBM4供应链机会可观
地缘风险美伊冲突再度升级，市场避险情绪上升，能源和防务股或受提振
科技巨头Meta加大AI投入，计划在加拿大建数据中心；Broadcom从苹果300亿美元订单获益
市场结构Nasdaq Q2成交量创纪录，ETP资产管理规模突破1万亿美元

SpaceXAI Grok 4.5模型发布

SpaceXAI正式发布Grok 4.5大模型，这是继特斯拉和SpaceX合并后推出的首个旗舰模型。模型基于1.5万亿参数V9基础架构，在编码、法律和代理工作等领域表现卓越，同时保持较高的速度和较低的成本。多个独立评测机构给出了高分评价，包括在AutomationBench上的51%得分位列第一。

@elonmusk 原文 ↗

Elon Musk宣布Grok 4.5将于次日公开，强调其Opus级能力、速度和成本优势

基于我们 beta 测试计划中客户的强烈正面反馈，@SpaceXAI 将在明天向公众发布 Grok 4.5。

它是 Opus 级模型，但速度更快、token 效率更高且成本更低。

展开原文

Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow.

It is an Opus-class model, but faster, more token-efficient and lower cost.

❤ 5.3w · 🔁 5.9k · 💬 5.7k · 👁 604.7w

热门回复 4

@Ayou123456789 @elonmusk @SpaceXAI TEAM ELON MUSK

https://t.co/N6ooGuVFd0

@KamleshSamota10 @elonmusk @SpaceXAI 一旦对准水平后，在电磁悬浮的帮助下关闭引擎并将火箭逐渐降落到地面。然后垂直提升整个地板，使其看起来像是垂直着陆一样。

@elonmusk @SpaceXAI Once alignment is horizontal, On the electromagnetic levitation and then shut off the engines and gradually brought the Rocket on the floor. Then Vertically uplift the entire floor as if it looks like it was vertically landed.

@KamleshSamota10 @elonmusk @SpaceXAI 先生，我们SpaceX能不能用强大的电磁悬浮技术来实现可重复使用的火箭水平着落。例如，火箭可以垂直返回，直到距离地面h1的高度（足够的离地余量）。然后在0到h1之间改变对准方向为水平。

@elonmusk @SpaceXAI Sir, can't we(SpaceX) Horizontally land the reusable rocket back using powerful Electromagnetic levitation. Fir example , upto, let's say x = h1(margin require for sufficient ground clearance), rocket can be back vertically. Then in between 0 to h1 alignment changed horizonta

@BassiArthur @elonmusk @SpaceXAI My love 💕💕💕🫂💖😉

@elonmusk 原文 ↗

Artificial Analysis数据显示Grok 4.5在Intelligence Index上得54分排名第四，但在成本效率上具有显著优势

Grok 4.5 的上下文窗口可能在下周升级到 1M

展开原文

Grok 4.5 context window will upgrade to 1M probably by next week

@ArtificialAnlys SpaceXAI 的 Grok 4.5 在人工分析智能指数中获得 54 分，排名第四，仅次于 Fable 5、GPT-5.5 和 Opus 4.8。在人工分析编码代理指数中，Grok 4.5 在 Grok Build 平台上与 GPT-5.5 的得分相当，但成本要低得多

Grok 4.5 在智能指数上比 Grok 4.3 提升了 16 分，使 SpaceXAI 成为仅次于 OpenAI 和 Anthropic 的智能前沿，优于所有开源模型，尤其是 Google 的 Gemini 模型。性能的关键亮点领域是代理知识工作和编码。

Grok 4.5 在 Grok Build 上获得人工分析编码代理指数的 76 分，在编码能力方面与 GPT-5.5 (xhigh) 的 Codex 相当，仅次于 Fable 5 (max) 的 Claude Code，而且 token 使用量和价格只是其小数部分。

恭喜 @SpaceXAI、@cursor_ai 和 @elonmusk 取得了令人印象深刻的成绩！

关键要点：

➤ Grok 4.5 在代理任务方面表现非常出色。在 GDPval-AA v2 上排名第四，Elo 评分为 1543，介于 Claude Opus 4.8 (1600) 和 GLM-5.2 (1513) 之间。在 τ³-Banking 上获得 33% 的最高分，超过 GPT-5.5 (xhigh) 的 31%，并在智能指数的所有三个代理评估中处于成本与性能的帕累托前沿
➤ Grok 4.5 是运行成本最低的模型之一，能够实现接近前沿水平的智能。在人工分析智能指数上每任务成本 $0.31，在 Grok Build 内的人工分析编码代理指数上每任务成本 $2.59
➤ Grok 4.5 的低成本得益于低定价和 token 效率。Grok 4.5 的标价比 Claude Opus 4.8 和 GPT-5.5 低 60% 以上，并且在每个智能指数任务中使用了约 14k 的输出 token，比 Opus 4.8 低 60% 以上。在编码代理指数上，Grok 4.5 在编码代理指数得分与总 token 数的帕累托前沿上脱颖而出，每任务仅使用 1.9M token
➤ 作为编码代理，Grok 4.5 在 Grok Build 上与 GPT-5.5 相当并提供效率优势：在我们的由 DeepSWE、Terminal-Bench v2 和 SWE-Atlas QnA 组成的人工智能编码代理指数中，Grok 4.5 在 Grok Build 上排名第三，与 GPT-5.5 (Codex) 相当，低于 Fable 5 (Claude Code)。它以非常高的效率实现了这一结果：Grok 4.5 在 Grok Build 上每任务成本 $2.49，而 Fable 5 在 Claude Code 上为 $11.80，GPT-5.5 在 Codex 上为 $5.07。这得益于相对较低的 token 定价和该模型使用远 fewer token 相比类似模型（平均每任务 1.9M token），显著少于 Fable 5 在 Claude Code（7.2M）和 GPT-5.5 在 Codex（6.2M）

其他模型细节：

➤ 500k token 的上下文窗口——这是从 Grok 4.3 的 1M token 上下文减少，但保留了可配置的推理和视觉输入

➤ 每 1M token 输入/输出的定价为 $2/$6；缓存命中可享受 75% 折扣，降至 $0.5 每 1M token，但长 (>200k token) 输入仍会使成本翻倍

➤ 正如埃隆·马斯克所透露的，Grok 4.5 是其前身的 3 倍大，拥有 1.5T 参数

SpaceXAI’s Grok 4.5 scores 54 to place fourth on the Artificial Analysis Intelligence Index following only Fable 5, GPT-5.5, and Opus 4.8. It scores on par with GPT-5.5 in Codex on the Artificial Analysis Coding Agent Index in the Grok Build harness, at much lower cost

Grok 4.5 improves 16 points over Grok 4.3 on the Intelligence Index, bringing SpaceXAI to the intelligence frontier behind only OpenAI and Anthropic, and outperforming all open weights models and notably Google’s Gemini models. Key standout areas of performance are agentic knowledge work and coding.

Grok 4.5 in Grok Build scores 76 on the Artificial Analysis Coding Agent Index, on par with GPT-5.5 (xhigh) in Codex and just below Fable 5 (max) in Claude Code, and at a small fraction of the token usage and price.

Congratulations to @SpaceXAI, @cursor_ai, and @elonmusk on the impressive release!

Key Takeaways:

➤ Grok 4.5 performs very strongly on agentic tasks. Grok 4.5 ranks #4 on GDPval-AA v2 with an Elo of 1543, between Claude Opus 4.8 (1600) and GLM-5.2 (1513). It achieves the top score on 𝜏³-Banking of 33%, above 31% from GPT-5.5 (xhigh), and sits on the cost vs performance Pareto frontier across all three agentic evaluations in the Intelligence Index
➤ Grok 4.5 is one of the most cost efficient models to run for near-frontier intelligence. It costs $0.31 per task on the Artificial Analysis Intelligence Index and $2.59 per task on the Artificial Analysis Coding Agent Index within Grok Build
➤ Low cost for Grok 4.5 is driven by both low pricing and token efficiency. Grok 4.5 has a headline price over 60% lower than Claude Opus 4.8 and GPT-5.5, and used ~14k output tokens per Intelligence Index Task - over 60% lower than Opus 4.8. On the Coding Agent Index, Grok 4.5 stands out on the Pareto frontier of Coding Agent Index score vs. Total Tokens, using only 1.9M tokens for the Coding Agent Index while scoring 76
➤ As a coding agent, Grok 4.5 in Grok Build is on par with GPT-5.5 and offers efficiency benefits: In our Artificial Intelligence Coding Agent Index that consists of DeepSWE, Terminal-Bench v2, and SWE-Atlas QnA, Grok 4.5 in Grok Build ranks third, on par with GPT-5.5 (Codex) and below Fable 5 (Claude Code). It is also very efficient in achieving this result: Grok 4.5 in Grok Build cost $2.49 per task while Fable 5 in Claude Code cost $11.80 and GPT-5.5 in Codex $5.07. This is driven by relatively low token pricing and the model using far fewer tokens than comparable models (1.9M average tokens used per task), significantly less than Fable 5 in Claude Code (7.2M) and GPT-5.5 in Codex (6.2M)

Other model details:

➤ Context window of 500k tokens - a reduction from Grok 4.3’s 1M token context, but retaining configurable reasoning and vision input

➤ Pricing of $2/$6 per 1M tokens of input/output; cache hits are discounted by 75% to $0.5 per 1M tokens, and costs still double with long (>200k token) inputs

➤ As Elon Musk has disclosed, Grok 4.5 is 3x larger than its predecessor at 1.5T parameters

❤ 5.8k · 🔁 973 · 💬 628 · 👁 146.5w

热门回复 4

@BunnyForRaaka @elonmusk https://t.co/EaWKgDGdtS

@kreetatos92 @elonmusk supergrok的速率限制太可怕了。即使在聊天中也这样。已经变得和perplexity一样糟糕了。这应该是令人担忧的。一个基本提示就占用了一半的使用量。

@elonmusk Too horrible rate limits on supergrok. Even on chat. It became as bad as perplexity. This should be concerning. 1 basic prompt is half percent usage.

@lily2763305627 @elonmusk 兄弟埃隆，我甚至不知道什么是"上下文窗口"，但我知道每当你推出新东西时，你的语气总是带有那种"我们还可以做得更好"的感觉。这对我来说就足够了。我不需要理解它就能感觉到它在向前发展。🚀

@elonmusk Brother Elon, I don't even know what a "context window" is — but I do know that every time you push something new, your tone carries that "we can still do better" feeling. That's enough for me. I don't have to understand it to feel it moving forward. 🚀

@theducessR @elonmusk 📌🚀 100万令文窗口结合一流的编码基准测试，为复杂系统开发改变了游戏规则。快速迭代周期和原始计算效率是推动真正创新的关键。💻🔴

@elonmusk 📌🚀 A 1M context window combined with top-tier coding benchmarks changes the game for complex systems development. Fast iteration cycles and raw computing efficiency are what drive true innovation. 💻🔴

@elonmusk 原文 ↗

Grok 4.5在AutomationBench-AA测试中得51%，成为首个完成超过半数工作流目标的模型

很酷，Grok 4.5 在某些方面排名第一，甚至超过了 Fable 5

展开原文

Cool that Grok 4.5 is #1 in some respects, even with respect to Fable 5

@ArtificialAnlys SpaceXAI 的 Grok 4.5 在 AutomationBench-AA 上获得 51% 的分数，位居第一，领先于 Claude Fable 5 (49%) 和 Claude Opus 4.8 (48%)，每任务成本约为他们的四分之一——这是首个在不违反任何业务规则的情况下完成超过一半工作流程目标的模型

AutomationBench-AA 是我们为 @zapier 的 AutomationBench 独立排行榜，测试 AI 代理是否能够在遵守业务规则的情况下自动化真实的 SaaS 工作流程。测试集为私有以防止污染。

模型在包括 Gmail、Google Sheets、Slack、Salesforce 和 HubSpot 在内的 40 个模拟应用环境中完成了 657 个任务， headline 得分为在不违反任何防护措施的情况下完成的目标比例。

关键要点：

➤ Grok 4.5 完成的目标比任何其他模型都多：它完成了 79.9% 的任务目标并严格通过了 21.9% 的任务。这两个结果都是我们测量的最高值，超过了 Claude Fable 5 的 73.3% 目标完成率和 Claude Opus 4.8 的 19.3% 完全完成的任务

➤ Grok 4.5 推动了得分与每任务成本的帕累托前沿：以 $0.34 每任务的成本，它既比其他领先模型更便宜也更高分——Claude Fable 5 ($1.35 每任务)、Claude Opus 4.8 ($1.46)、GPT-5.5 (xhigh, $1.28) 和 Gemini 3.5 Flash (high, $0.49)

➤ 它在 token 使用效率方面极其高效：Grok 4.5 每任务使用约 8k 输出 token，是任何领先模型中最少的——不到 Claude Opus 4.8 (32k) 的四分之一和 Gemini 3.5 Flash (24k) 的三分之一。它的总 token 使用量为每个任务 0.44M，在排行榜上也属于最低的。低成本是由此效率以及低 token 定价驱动的

➤ Grok 4.5 使用更少的回合进行许多并行工具使用：Grok 4.5 在约 16 个回合内解决任务，少于 GPT-5.5 (xhigh, 25) 且不到 Gemini 3.5 Flash (high, 35) 的一半，同时每个任务进行的工具调用最多（52.5 次）。它每回合批量调用 3.3 个工具，相比 Claude Opus 4.8 的约 2.5 和 GPT-5.5 (xhigh) 的约 2.0

➤ 防护措施仍然会被破坏：Grok 4.5 每任务触发 0.63 次违规，高于 Claude Opus 4.8 (0.55) 和 Gemini 3.5 Flash (0.46)。每 13.0 个目标完成对应 1 次违规，它落后于 Gemini 3.5 Flash (15.0) 和 Claude Opus 4.8 (13.5)

➤ 它在最难的领域取得最大领先优势：Grok 4.5 完成了 71% 的金融目标，这是平均得分最低的领域，领先于 Claude Fable 5 (64%) 和 Claude Opus 4.8 (62%)

恭喜 @SpaceXAI 和 @elonmusk 登上排行榜榜首！

SpaceXAI's Grok 4.5 takes the #1 spot on AutomationBench-AA with a score of 51%, ahead of Claude Fable 5 (49%) and Claude Opus 4.8 (48%) at roughly a quarter of their cost per task - the first model to complete more than half of workflow objectives without breaking any business rules

AutomationBench-AA, our independent leaderboard for @zapier’s AutomationBench, tests whether AI agents can automate real SaaS workflows while adhering to business rules. The test set is private to prevent contamination.

Models complete 657 tasks across 40 simulated app environments including Gmail, Google Sheets, Slack, Salesforce, and HubSpot, and the headline score is the share of objectives completed without violating any guardrails.

Key takeaways:

➤ Grok 4.5 completes more objectives than any other model: It completes 79.9% of task objectives and strictly passes 21.9% of tasks. This is the highest we’ve measured on both outcomes, exceeding Claude Fable 5’s 73.3% objective completion and Claude Opus 4.8’s 19.3% of fully-completed tasks

➤ Grok 4.5 pushes out the Pareto frontier of score vs. cost per task: At $0.34 per task, it is both cheaper and higher-scoring than every other leading model - Claude Fable 5 ($1.35 per task), Claude Opus 4.8 ($1.46), GPT-5.5 (xhigh, $1.28), and Gemini 3.5 Flash (high, $0.49)

➤ It is extremely token-efficient: Grok 4.5 uses ~8k output tokens per task, the fewest of any leading model - less than a quarter of Claude Opus 4.8 (32k) and a third of Gemini 3.5 Flash (24k). Its total token usage of 0.44M per task is among the lowest on the leaderboard. Low cost is driven by this efficiency as well as low token pricing

➤ Grok 4.5 uses fewer turns with many parallel tool use: Grok 4.5 resolves tasks in ~16 turns, fewer than GPT-5.5 (xhigh, 25) and less than half of Gemini 3.5 Flash (high, 35), while making the most tool calls per task of any leading model (52.5). It batches 3.3 tool calls per turn, compared to ~2.5 for Claude Opus 4.8 and ~2.0 for GPT-5.5 (xhigh)

➤ Guardrails still get broken: Grok 4.5 triggers 0.63 violations per task, above Claude Opus 4.8 (0.55) and Gemini 3.5 Flash (0.46). At 13.0 objectives completed per violation, it trails Gemini 3.5 Flash (15.0) and Claude Opus 4.8 (13.5)

➤ Its strongest lead is in the hardest domain: Grok 4.5 completes 71% of Finance objectives, the domain with the lowest average score, ahead of Claude Fable 5 (64%) and Claude Opus 4.8 (62%)

Congratulations to @SpaceXAI and @elonmusk on topping the leaderboard!

❤ 2.9k · 🔁 474 · 💬 708 · 👁 99.8w

热门回复 4

@mandira13320 @elonmusk 你就来一次吧！亲爱的，您就不能在古尔冈开一家工厂吗...那样您就会经常来了！哇哦！

@elonmusk You come na once ! Dear can’t you start a factory in Gurgaon .. then you will come so often ! Wow !

@Trigun420 @elonmusk 我很想在欧洲的cursor上试试 :( @elonmusk 兄弟，给我们一点福利吧！

@elonmusk Would love to try it in cursor here in the EU :( @elonmusk hook us up brother!

@AIPrompt_Parent @elonmusk 51对49的差异是噪音。真正重要的是：Grok坐在成本曲线上，而Fable和Opus需要转向更便宜的模型。这是一次基准测试胜利。这是一个平台胜利。🙌🏻

@elonmusk The 51 vs 49 is noise. What matters: Grok's sitting on the cost curve where Fable and Opus need to route to cheaper models anyway. That's not a benchmark win. That's a harness win. 🙌🏻

@shabir1969pk @elonmusk 看到Grok 4.5在某些领域排名第一，甚至超过Fable 5，真 impressive。健康的竞争正在加速AI进步。

@elonmusk Impressive to see Grok 4.5 rank #1 in some areas, even ahead of Fable 5. Healthy competition is accelerating AI progress.

@elonmusk 原文 ↗

Snorkel AI评估显示Grok 4.5在GDPval+测试中得29%，超过GPT-5.5和Claude Opus 4.8

Grok 4.5 的实际用途非常出色

展开原文

Grok 4.5 true usefulness is excellent

@SnorkelAI 我们获得了早期访问权限来评估 @SpaceXAI 最新的 Grok 4.5 模型在 GDPval+ 上：真正的专业交付成果（来自各种经济部门和职业），根据专家编写的评分标准进行评分。Grok 4.5：29%。GPT 5.5：22%。Claude Opus 4.8：21%。https://t.co/MRRpvseP8k

We obtained early access to evaluate @SpaceXAI's newest Grok 4.5 model on GDPval+: real professional deliverables (from a variety of economic sectors and occupations), graded against expert-authored rubrics. Grok 4.5: 29%. GPT 5.5: 22%. Claude Opus 4.8: 21%. https://t.co/MRRpvseP8k

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热门回复 3

@Eric89745088 @elonmusk 离人工超级智能又近了一步

@elonmusk One step closer to Artificial Superintelligence

@stoogenews @elonmusk 我不反对AI，我只是不想让它统治我。

@elonmusk I’m not against AI, I just don’t want it to rule me.

@theducessR @elonmusk 📌 硬数据不会说谎。Grok 4.5在现实世界专业任务中胜过GPT-5.5和Opus 4.5，证明了原始工程规模带来了不可否认的产品优越性。🚀 🔴

@elonmusk 📌 Hard data doesn't lie. Grok 4.5 outperforming GPT-5.5 and Opus 4.5 in real-world professional tasks proves that raw engineering scale leads to undeniable product superiority. 🚀 🔴

半导体股市场分析

Micron Technology在内存周期担忧下股价大跌，但分析指出其16个带价格底线的take-or-pay合同和22亿美元客户存款为公司提供了下行保护。同时获悉Micron已被确认为NVidia Vera Rubin平台的HBM4供应商，HBM市场前景看好。NVidia则面临Burry的泡沫质疑，被类比2000年科技泡沫顶部的Cisco。

@EliteOptions2 原文 ↗

Micron 25%快速回调，但分析指出新型内存合同和HBM4供应商资质为股票提供支撑

The $MU memory cycle is over and the bubble is popping.

At least that's what the market is pricing after a 25% crash in two weeks. There's just one problem: the "bubble" is sold out for the next two years.

Two weeks ago $MU printed one of the greatest quarters in semiconductor history: $41B in revenue, up 345% YoY, 85% margins, and guidance for $50B next quarter. The stock made new ATHs at 1259... then gave back 300 points on cycle fears.

But this isn't the old Micron; 16 take or pay contracts with binding price floors and $22B in customer deposits mean customers pay whether they take delivery or not. Management says margins at FLOOR pricing would still exceed past peak margins. Bears are trading the 2018 playbook against a company that rewrote the rules.

The chart is now backtesting the exact zone that launched the last leg. 966 was the breakout level; $MU sits just under it at 938 with monthly support at 810 below. Reclaim 966 and hold, and 1100 comes fast. Thru 1100 and the ATH retest at 1259 is in play. Break 1259 and the 1500 melt up thesis is fully alive again.

HBM4 Is the Inflection
$MU was just approved as an HBM4 supplier for $NVDA's Vera Rubin platform with shipments starting this half. HBM4 revenue already crossed $1B and the ramp is moving 2x faster than HBM3E did. Micron now sees the HBM market topping $100B by 2027 (a year earlier than projected). First wafers from its new $9.3B Japan fab came off the line on July 4, and fresh supply deals with Ford and GM keep widening the demand base.

Trade Ideas
$MU above 966
Swing Trade: MU 8/21 1500C
Day Trade: MU 7/10 1000C

The market is pricing the death of the old memory cycle. It hasn't noticed the new one has a floor under it. When it does, the reclaim will be violent.

展开原文

❤ 939 · 🔁 91 · 💬 74 · 👁 14.3w

热门回复 4

@Deenobrown123 @EliteOptions2 说得非常好。我今天买了更多。我在每一个下跌日都买入。我希望明天它会大跌。我还有很多子弹可以用！我需要再用一些子弹！

@EliteOptions2 Very well said. I bought more today. I buy every single down day. I hope it’s down big again tomorrow. I still have a lot of bullets left! I need to use some more bullets!

@loweeenji @EliteOptions2 My latest strategy

⬇️

@JamesDueck @EliteOptions2 > 有一个问题：这个"泡沫"在未来两年内已经售罄了。是的。😂

@EliteOptions2 > There's just one problem: the "bubble" is sold out for the next two years.

Yes. 😂

@theswingdesk @EliteOptions2 可能会涨到2000，MU是不同的。

@EliteOptions2 Might even run to 2000, MU is different.

@TrendSpider 原文 ↗

Michael Burry将NVidia比作Cisco，认为其客户集中度过高面临风险

Michael Burry 将 Nvidia $NVDA 的当前状态与 Cisco $CSCO 在 dot-com 泡沫期进行比较。

他说 Nvidia 的集中度甚至高于当时的 Cisco；"NVIDIA 如果只是有一个客户缩减采购，都会受到严重打击，"

你同意吗？https://t.co/wC9rkLOccL

展开原文

Michael Burry compares Nvidia $NVDA in its current state to Cisco $CSCO during the dot-com bubble.

He says Nvidia is even more concentrated than Cisco was; “NVIDIA is hurt badly if just one customer pulls back,”

Do you agree? https://t.co/wC9rkLOccL

@michaeljburry https://t.co/q3yMmFX8mK

❤ 186 · 🔁 23 · 💬 31 · 👁 9.0w

热门回复 4

@StockViking @TrendSpider 我只希望他能随着股价上涨到400美元而增加空头头寸。$NVDA

@TrendSpider i just hope he keeps increasing his short as the stock makes its way to $400. $NVDA

@Billw4th @TrendSpider 在2000美元峰值时，$csco以220倍每股收益估值，而nvda只有约30倍每股收益。怎么会是一样的呢？

@TrendSpider at the peak of 2000 $csco traded at 220x eps while nvda trades at about 30x eps. How is that the same?

@JWatkinsTrades @TrendSpider 完全正确，nvda将在10年内继续制造更好的GPU，而10年前没有人关心过Cisco。这就像比较Exxon Mobile和Enron。

@TrendSpider Completely, nvda will still be making better GPU’s 10 years from now and no one even cared about Cisco 10 years ago.

It’s like comparing Exxon Mobile to Enron.

@CJsCalls @TrendSpider 这个人就是个小丑。许多那些在dot com泡沫时期的股票都以100倍估值交易，甚至没有任何收入。$NVDA在市场中拥有一些最强劲的基本面 https://t.co/RUd5695p0Q

@TrendSpider This guy is a clown

A lot of those names in dot com were trading 100x with limited to no sales

$NVDA has some of the strongest fundamentals in the market https://t.co/RUd5695p0Q

@TrendSpider 原文 ↗

SK Hynix美国IPO超七倍认购，市值超1万亿韩元成全球最有价值公司之一

根据彭博社报道，SK Hynix 的 $SKHY 在美国的发行已超额认购超过七倍https://t.co/rfwk2Bm7ls

展开原文

SK Hynix's $SKHY U.S. offering is now more than seven times oversubscribed, per Bloomberg https://t.co/rfwk2Bm7ls

❤ 471 · 🔁 43 · 💬 22 · 👁 7.8w

热门回复 4

@schang76 @TrendSpider 看看SpaceX就是8倍估值，看看结果如何。

@TrendSpider And SpaceX was 8X over, look at the results.

@Pat1Hash8368 @TrendSpider 我猜那是好事吧？🤡🤣

@TrendSpider i guess that’s good, right? 🤡🤣

@krunalshinde @TrendSpider 我的策略分析如下📈！...+
👇
👇

@TrendSpider My strategy analysis !

as follows📈!...+
👇
👇

@1BeaverBeliever @TrendSpider 希望这能波及到Micron身上。

@TrendSpider Hopefully that spills over into Micron

@TrendSpider 原文 ↗

Broadcom从苹果300亿美元芯片订单获益，特朗普在2025年也持有该股

Broadcom $AVGO 正在突破其 200 日移动平均线，此前 Apple $AAPL 宣布将在 Broadcom 芯片上花费 $30 billion 🌶️

Broadcom 是特朗普总统在 2025 年中仅有的十二个股票/ETF 持仓中获得超过 $5,000,000 投资的公司之一。https://t.co/2p4BqeJR61

展开原文

Broadcom $AVGO is currently pushing off its 200 day moving average after Apple $AAPL announced they will spend $30 billion on Broadcom chips 🌶️

Broadcom was one of just twelve stock/ETF positions that President Trump allocated more than $5,000,000 into in 2025. https://t.co/2p4BqeJR61

@TrendSpider 特朗普总统在 2025 年中共有 12 个股票/ETF 投资超过 $5,000,000。

这些是所有投资：

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

❤ 419 · 🔁 58 · 💬 21 · 👁 8.0w

热门回复 4

@2026monkeys @TrendSpider $AAPL weekly

@MM_l_007 @TrendSpider 好了，该是$SPY回到741的时候了！做市商正在用你的401k钱来推高它，而油价在上涨，与伊朗的战斗正在恢复。

@TrendSpider Ok time for $SPY to get back to 741! Market makers pumping it with YOUR 401k money, when the oil prices are going up and fighting with Iran resuming

@BullishBobby99 @TrendSpider List the 12 @grok

@FJ4Lo @TrendSpider 那MACD看起来很诱人。我们今天要买入了。

@TrendSpider That MACD looks juicy. We are buying today.

美伊冲突对市场的影响

中东地缘政治风险再度升级，伊朗袭击美军基地后特朗普威胫进一步军事行动。此前伊朗还袭击过Strait of Hormuz的油轮，导致油价上涨。冲突升级加剧市场避险情绪，能源和防务相关股票或将受提振。

@TrendSpider 原文 ↗

伊朗开始袭击美军基地，地缘政治风险再度升级

BREAKING: 伊朗已开始攻击美国军事站点，据纽约时报报道https://t.co/bEi2k1IPRK

展开原文

BREAKING: Iran has begun striking U.S. military sites, per New York Times https://t.co/bEi2k1IPRK

❤ 277 · 🔁 24 · 💬 11 · 👁 5.6w

热门回复 4

@13F_Pro @TrendSpider ehhhh..只要发射核弹就能解决问题了。

@TrendSpider ehhhh.. just fire the nukes and get it over with.

@Kuenni_SK @TrendSpider 这里我们来了，快乐的星期三

@TrendSpider Here we go happy Wednesday

@AlexLongneck @TrendSpider 这事实吗还是只是伊朗政府说的？

@TrendSpider Is it fact or just Iranian gov here say?

@max_williamson @TrendSpider 这对市场意味着什么？我们完了吗？

@TrendSpider What does this mean for the market? are we cooked?

@TrendSpider 原文 ↗

特朗普表示此次军事行动是对伊朗炮击船只的报复，警告如果再次发生将更严厉

JUST IN: 特朗普总统：

"这是对伊朗昨天轰炸船只的报复。如果再次发生，将会变得更加严重！"https://t.co/ZzRCA0XeH4

展开原文

JUST IN: President Trump:

“This is in retribution for yesterday’s bombing of ships by Iran. If it happens again, it will get much worse!” https://t.co/ZzRCA0XeH4

❤ 230 · 🔁 15 · 💬 18 · 👁 5.0w

热门回复 4

@FindleysFinance @TrendSpider 所以我们就这样结束了？他们只是要再做一次这样的事。

@TrendSpider So then we are done? They are just going to do it again.

@TSau33 @TrendSpider 这可能是AI发的，就像他其他的🐂 💩帖子一样😂

@TrendSpider That’s probably A.I like most of his other 🐂 💩 posts 😂

@RLTEurope @TrendSpider Please watch out for

https://t.co/2JHCOwU7sW

@EFieldsend @TrendSpider 已被来源撤回..称这不是今天的消息

@TrendSpider Retracted by the source.. saying it’s not from today

@TrendSpider 原文 ↗

伊朗加强Strait of Hormuz攻击，油价上涨，市场避险情绪升温

Nvidia $NVDA、Apple $AAPL 和 Google $GOOG 都不分上下，正在争夺世界上最有价值的公司宝座 👀

Nvidia 即将在 18 个月内首次失去王位吗？https://t.co/hCRTP2oeyO

展开原文

Nvidia $NVDA, Apple $AAPL, and Google $GOOG are all neck-and-neck as the most valuable company in the world 👀

Is Nvidia about to lose the throne for the first time in 18 months? https://t.co/hCRTP2oeyO

❤ 259 · 🔁 22 · 💬 21 · 👁 4.6w

热门回复 4

@miomio30s @TrendSpider 我最近对轮换的看法 → https://t.co/DVmacrF2Aj

@TrendSpider My perspective on the rotation lately → https://t.co/DVmacrF2Aj

@Jeffrey_SMoore @TrendSpider 在过去的18个月里NVDA一直主导这一领域。明天可能是这个时代的结束。

@TrendSpider For 18 months NVDA owned this. Tomorrow could be the end of an era.

@xandru @TrendSpider $SPCX “Hold my beer”

@ccjdjff @TrendSpider 对$APPL的不尊重真是太疯狂了

@TrendSpider The $APPL disrespect is crazy

Meta加大AI投入

Meta宣布在加拿大投建90亿美元数据中心，这是该公司第三十三个数据中心。同时推出Muse Image AI图像生成模型，计划后续推出Muse Video视频生成模型。此举表明Meta正在加大对AI基础设施的投入，以应对日益激烈的AI竞争。

@TrendSpider 原文 ↗

Meta计划在加拿大投建90亿美元数据中心，市场规模扩大至33个数据中心

JUST IN: Meta $META 正在建设其在加拿大的第一个数据中心，估计耗资 $9 billion 并需要 2-3 年建设时间

Meta 目前总共宣布了 33 个数据中心。(CNBC) https://t.co/IlGLgUomBn

展开原文

JUST IN: Meta $META is building its first data center in Canada, estimated to cost $9 billion and take 2-3 years to construct

Meta now sits at a total of 33 data centers announced to date. (CNBC) https://t.co/IlGLgUomBn

❤ 484 · 🔁 30 · 💬 27 · 👁 9.8w

热门回复 4

@TrendSpider Source: https://t.co/qEGf0mAAdW

@max_williamson @TrendSpider 有没有人觉得META会像元宇宙一样失败？

@TrendSpider Anyone else think META will flop with this like the metaverse?

@DrkStarNews @TrendSpider 很奇怪为什么数据中心看起来像监狱。我可以在家里放几十万MacBook，但不知何故这些家伙需要160英亩和7层高的建筑。

@TrendSpider Weird how data centres look like prisons. I can fit a few hundred thousand MacBooks in my house, yet for some reason these guys need buildings 160 acres and 7 stories tall.

@DollarCostAvg @TrendSpider @flanigan_c44256 Prob likely 5 yrs.

@TrendSpider 原文 ↗

Meta推出Muse Image AI图像生成模型，计划后续推出Muse Video视频模型

🚨 Meta $META 有望在宣布 "Muse Image" 后打破下降趋势，这是他们首个用于图像生成的 AI 模型

Meta 表示他们计划在日后发布名为 "Muse Video" 的 AI 视频生成模型 👀 https://t.co/sktjtpqcFQ

展开原文

🚨 Meta $META on the verge of breaking its downtrend after announcing "Muse Image", their first AI model for image generation

Meta said they plan to release an AI video generation model named "Muse Video" at a later date 👀 https://t.co/sktjtpqcFQ

@TrendSpider Right on cue 🎯 $META https://t.co/pmWGQFNb8K

❤ 447 · 🔁 35 · 💬 32 · 👁 9.2w

热门回复 4

@capitalflows @TrendSpider the ol' dip and rip https://t.co/eor5hrH8Hm

@Fletcher_Os $META期权水平

日期：2026-07-07

关键水平：
确认看涨期权墙：$620.00
看跌期权墙：$600.00
Gamma翻转点：$597.50

鲸鱼持仓：
暗Gamma水平：$613.39
鲸鱼1持仓：$612.91
鲸鱼2位置：$582.90
鲸鱼3支撑：$600.29
鲸鱼4阻力：$617.55
鲸鱼5活动：$615.58

波动范围：
上限：1σ $634.43 | 2σ $653.27
下限：1σ $596.73 | 2σ $577.89

每日水平更新 → 关注暗Gamma水平

#meta #options #trading

$META OPTIONS LEVELS

Date: 2026-07-07

Key Levels:
Confirmed Call Wall: $620.00
Bearish Put Wall: $600.00
Gamma Flip Point: $597.50

Whale Positioning:
Dark Gamma Levels: $613.39
Whale 1 Holding: $612.91
Whale 2 Position: $582.90
Whale 3 Support: $600.29
Whale 4 Resistance: $617.55
Whale 5 Activity: $615.58

Volatility Ranges:
Upper Bound: 1σ $634.43 | 2σ $653.27
Lower Bound: 1σ $596.73 | 2σ $577.89

Daily Levels Update → Follow Dark Gamma Levels

#meta #options #trading

@MWi_EW @TrendSpider 我相信它会很快反弹。https://t.co/aF8Rpyp3QM

@TrendSpider I believe it will rally soon. https://t.co/aF8Rpyp3QM

@TheStockUp_ @TrendSpider 即使在定价之前考虑到muse image和muse video为平台带来的收益，META仍以16倍远期每股收益估值交易，收入增长超过33%。技术突破对我来说不如这个事实重要——这是市场上最便宜的mag7股票。

@TrendSpider still trading at 16x forward earnings on 33%+ revenue growth even before pricing in whatever muse image and muse video add to the platform. the technical breakout matters less to me than the fact this is still the cheapest mag7 name by that math

市场成交量和结构变化

Nasdaq发布2026年第二季度成交量统计数据显示，追踪Nasdaq指数的ETP总资产管理规模首次突破1万亿美元。美国股票成交量达到历史最高的184.5亿股，期权合约交易量达12亿份。这些数据表明美国市场活动水平空前活跃。

@TrendSpider 原文 ↗

Nasdaq Q2成交量创纪录，ETP资产管理规模突破1万亿美元

纳斯达克刚刚报告了 2026 年第二季度的成交量统计数据

显示：

- 跟踪纳斯达克指数的 ETP 资产管理总额首次突破 $1 trillion

- 美国股票成交量创历史新高，达到 184.5 billion shares

- 1.2 billion 美国期权合约在本季度交易，为历史季度最高

- 欧洲期权和期货成交量降至自 2023 年以来的最低水平

美国市场交易从未如此繁忙。$NDAQ

展开原文

Nasdaq just reported volume statistics for Q2 2026

It showed:

-Total assets under management for ETPs tracking Nasdaq indexes exceeded $1 trillion for the first time in history

-U.S. equity volume hit an all-time high of 184.5 billion shares

-1.2 billion U.S. options contracts were traded, the most in any quarter in history

-European options and futures volume dropped to its lowest level since at least 2023

Trading in U.S. markets has never been busier. $NDAQ

❤ 79 · 🔁 6 · 💬 15 · 👁 4.0w

热门回复 4

@Bay_Area_Sam @TrendSpider And $NDAQ is -13% YTD

@Ghadirzadeh @TrendSpider 我的策略分析如下📈！...+
👇
👇

@TrendSpider My strategy analysis !

as follows📈!...+
👇
👇

@BrianWilliy0k 全球基金正在加速流入美国市场，AI、科技股、ETF和期权交易正将华尔街推向高活跃度时代。美国市场的流动性和吸引力继续扩大，但高交易活跃度也表明未来可能出现波动性增加。

Global funds are accelerating their inflow into the US market, with AI, tech stocks, ETFs, and options trading driving Wall Street into a highly active era. The liquidity and attractiveness of the US market continue to expand, but high trading activity also suggests potential increased volatility in the future.

@TheMarketTell @TrendSpider 最有趣的统计数据不是成交量。而是超过1万亿美元的资产管理规模追踪纳斯达克指数。被动流入继续成为市场领导地位的主要力量。$NDAQ $QQQ

@TrendSpider The most interesting stat isn’t the volume. It’s over $1T in AUM tracking Nasdaq indexes. Passive flows continue to be a major force behind market leadership. $NDAQ $QQQ

交易策略和市场观点

多位交易员分享了当前市场的交易策略和观点。EliteOptions2强调交易不是关于每次正确决策，而是关于在困难时做出正确调整。同时分析了SPX、QQQ、NVDA等多个大盘和个股的技术水平和交易机会。

@EliteOptions2 原文 ↗

交易员指出成功交易的关键在于调整策略而非每次决策都正确

成为伟大的交易者与其说是要时刻做出正确决策，不如说是要学会在糟糕的情况下做出正确调整。

接受你会提前卖出。
接受你会承担损失。
接受你会犯错误。
接受你会有时执行不佳。

当 shit hits the fan 时，做出正确调整。

展开原文

Being a great trader is NOT about making the right decisions all the time.

Accept you'll sell early.
Accept you'll take losses.
Accept you'll make mistakes.
Accept you'll execute poorly sometimes.

Make the right adjustments when shit hits the fan.

❤ 255 · 🔁 11 · 💬 28 · 👁 2.5w

热门回复 4

@TemikaJipsexwl @EliteOptions2 More details🚩🔥
👇
👇

@SoxLions @EliteOptions2 我的股票持仓详情如下

⬇️

@EliteOptions2 Details of my stock holdings

are as follows

⬇️

@rohittchavann @EliteOptions2 谢谢你这么说，至少我不是一个人

@EliteOptions2 Tha ks for saying this, atleast i am not alone

@kincapitalj @EliteOptions2 这几天一直是这样的 :)

@EliteOptions2 This has been the last couple days :)

@EliteOptions2 原文 ↗

EliteOptions2分享SPX、QQQ、NVDA的技术分析和交易计划

周四的交易计划 📈

$SPX 今天从低点反弹了 65 点。如果明天重新夺回 7500，我们可以看到周五再涨 40 点。
SPX July 9 7500C 在 7480 以上可以做空

$QQQ 今天 intraday 跌至 700 并收盘上涨至 712。如果明天 QQQ 能突破 712，我们可以看到 716-722
QQQ July 10 715C 在 712 以上是最佳选择

$NVDA 今天重新夺回 200。NVDA 突破 206 可以测试 212 下一步。
NVDA July 24 210C 在 210 以上是最佳选择

让我们看看科技和芯片股能否在接下来的两天开始反弹。大家明天好运!! 🫡

展开原文

TRADE PLAN for Thursday 📈

$SPX bounced 65 pts from the lows today. IF it reclaims 7500 tomorrow we can see another 40 pt run into Friday.
SPX July 9 7500C can work above 7480

$QQQ dropped to 700 intraday and rallied up to 712 by the close. IF QQQ can get through 712 tomorrow we can see 716-722
QQQ July 10 715C is best above 712

$NVDA reclaimed 200 today. NVDA through 206 can test 212 next.
NVDA July 24 210C is best above 210

Let's see if Tech and Chip stocks can start to rally the next 2 days. Good luck tmrw everyone!! 🫡

❤ 148 · 🔁 13 · 💬 37 · 👁 2.8w

热门回复 4

@preshnarry @EliteOptions2 我的策略分析如下📈！！..
👇
👇

@EliteOptions2 My strategy analysis !

as follows📈!!..
👇
👇

@SoxLions @EliteOptions2 我的股票持仓详情如下

⬇️

@EliteOptions2 Details of my stock holdings

are as follows

⬇️

@Vanessastone_26 @EliteOptions2 NVDA在204美元附近横盘，长期看涨态势依然保持，得益于持续的AI需求和强劲的业务基本面。短期价格走势可能保持在震荡区间，随着即将发布的收益报告和重要AI公告，看多偏向可能持续。#股票 #fifa

@EliteOptions2 NVDA is holding around $204, with its long-term outlook remaining positive thanks to sustained AI demand and strong business fundamentals. Short-term price action is likely to remain rangebound with a bullish bias ahead of upcoming earnings and key AI announcements.
#Stocks #fifa

@reggie_zu @EliteOptions2 我真的很感谢你分享的所有内容，但为什么你只分享看多的观点？是的，我们重新夺回了一个水平位，我们可能会出现突破假突破然后再次回调......那你有看空计划吗？

@EliteOptions2 I'm grateful for all what you sharing really I'm, but why you sharing only bullish ? yes we reclaimed a level and we can do breakout fake out and pull back again,,,so what would be your bearish plan if any?,