‹ 目录

X日报 · 美股

2026-07-15 · 精选 35 条 · 数据池 365

⚡ 今日速览

  • Grok 4.5在Long-Horizon Terminal-Bench上取得领先表现,SpaceXAI强调隐私政策
  • IBM股价创115年来最大单日跌幅,暴跌25%
  • Lucid被爆破产言论引发股价暴跌后急涨95%
  • 韩国股市剧烈波动,KOSPI一度重挫3%后全线反弹
  • 美国CPI通胀数据意外下降至3.5%,降幅最大近4年
  • 投资银行股持续强势,Goldman Sachs和Morgan Stanley年内涨200%+
  • 存储芯片股全线暴跌后部分回暖,MU、SNDK等下挫超4%
  • Starlink V5新一代终端开售,提供375+ Mbps高速上网

📋 今日综述

  • AI科技Grok 4.5在编码基准测试中表现突出,SpaceXAI推出严格隐私政策
  • 美股暴跌IBM创115年历史新低,Lucid遭暴风吹祛传言
  • 全球市场韩国股市剧变引发全球连锁反应
  • 宏观经济CPI数据好转但市场反应冷淡
  • 金融行业投行股领涨,Hyperscaler资本支出预期达1.4万亿美元

Grok 4.5 AI模型性能突破及SpaceXAI隐私政策

Grok 4.5在Long-Horizon Terminal-Bench评测中达到13个任务完成量,位居榜首,较前代提升显著。SpaceXAI同时宣布严格的用户数据隐私政策,所有历史上传数据将被完全删除,设置ZDR选项后可禁止数据保留。

@elonmusk 原文 ↗

Grok 4.5在Long-Horizon Terminal-Bench上取得领先表现,任务完成数从4.2的0.080跃升至13个

Grok 4.5 在 Long-Horizon Terminal-Bench 中获得 #1 位置
展开原文
Grok 4.5 reaches #1 position on Long-Horizon Terminal-Bench
@tetsuoai Long-Horizon Terminal-Bench 论文在5月份发布,得出的结论是结果显示仍有改进空间。他们测试的15个模型中最好的模型完成了46个任务中的7个,所有模型的平均完成数约为2个。这就是当前排行榜上第五名的样子。

Grok 4.5 现在达到了13个,Fable 5达到了12个。单个任务耗费约990万个token、231个episode和85分钟的挂钟时间。这意味着代理在整个过程中都保持计划并完成任务,这种能力在两个月内几乎翻倍。

SpaceXAI 位居榜首,他们宣称4.2倍的输出token效率,这还低估了实际效果。每百万个token投入2美元,产出6美元。在一个任务消耗1000万个token的基准测试中,账单主要由输入重放构成,他们表示Grok 4.5在不到一半的步骤内解决任务,因此每次调用时需要重新发送的累积上下文更少。效率在输入端复合,这也是成本高的方面。

Fable 5落后于Fable一个任务。他们自己的发布图表显示Fable输给Fable 1.1 17分,Grok 4.20在同一排行榜上排名0.080且没有完成任何任务,因此4.5版本的飞跃不是家族特征。

我的理解是4.5版本的飞跃来自于与Cursor一起训练,这是一种实时代理编辑轨迹的数据流,其他人在那个体量上没有这样的数据,而反证据中的任何内容都不能反驳这种能力会累积到下一个检查点。
The Long-Horizon Terminal-Bench paper landed around May and concluded that the results showed headroom for improvement. The best of the 15 models they tested finished seven of the 46 tasks, and the mean across all models was about two. That ceiling is what fifth place looks like on the current board.

Grok 4.5 is now at 13, and Fable 5 is at 12. A single task costs around 9.9M tokens, 231 episodes, and 85 minutes of wall clock time. That means agents are holding a plan across all of it and finishing, and that capability nearly doubled in two months.

SpaceXAI is on top, and they marketed the 4.2x output token efficiency, which undersells it. Two dollars in, six out, per million. On a benchmark where one task burns ten million tokens, the bill is dominated by input replay, and they say Grok 4.5 solves tasks in under half the number of steps, so there is less accumulated context to resend on every call. The efficiency compounds on the input side, which is the side that costs money.

Fable 5 is one task behind. Their own launch chart has them losing DeepSWE 1.1 to Fable by 17 points, and Grok 4.20 sits on this same board at 0.080 with zero completions, so whatever happened in 4.5 is not a family trait.

My read is that the 4.5 jump came out of training alongside Cursor, which is a stream of real agentic edit trajectories nobody else has at that volume, and nothing in the counterevidence argues against it compounding into the next checkpoint.
❤ 7.7k · 🔁 2.0k · 💬 1.8k · 👁 249.2w
热门回复 4
@RyanLeeMiniMax @elonmusk MiniMax M3 获得了开源#1,希望 M3.1 能更接近 Grok🙌
@elonmusk MiniMax M3 get the opensourse #1, holps M3.1 will get more close with Grok🙌
@Lourdes15878931 @elonmusk Está arrasando sempre
@mariacerqueiraf @elonmusk 一直有好想法,太棒了!什么时候我能跟你说话,你能对我说声嗨?
@elonmusk Sempre com uma boa ideias maravilhosoquando vai ser o dia em que te posso falar e me dizeras um Olá
@embersonlau @elonmusk 长周期代理评估是最难伪造的——做到这一点比任何花哨演示都重要。真的很令人印象深刻,恭喜你。
@elonmusk Long-horizon agent eval is the hardest one to fake — topping it matters more than any flashy demo. Genuinely impressive, congrats.
@elonmusk 原文 ↗

SpaceXAI宣布删除所有历史用户数据,彻底清除上传代码和训练数据

正确。

作为预防措施,之前上传到 SpaceXAI 的所有用户数据将被完全彻底地删除。什么都不会留下。
展开原文
True.

As a precautionary measure, all user data that was uploaded to SpaceXAI before now will be completely and utterly deleted. Zero anything whatsoever will remain.
@milichab 我曾为 @skiffprivacy 构建端到端加密的邮件/文档/文件/日历应用长达4年,我非常重视隐私。

ZDR 和 /privacy 在 Grok Build 中始终受到尊重——而且使用 /privacy 切换您的设置会反向删除所有同步数据
I worked on building an end-to-end encrypted email/docs/files/calendar app @skiffprivacy for 4 years and care deeply about privacy.

ZDR and /privacy are always respected in Grok Build - and swapping your setting with /privacy deletes any synced data retoractively
❤ 1.6w · 🔁 2.2k · 💬 1.6k · 👁 400.8w
热门回复 4
@chesleydohl @elonmusk 好吧。那么,你为什么不对那些人在十年内都没发过帖的旧Twitter/X账号做同样的事呢?保留这些无用的账号有什么意义呢?

说真的。
@elonmusk Ok. So, why don't you do the same with old Twitter/X accounts that people haven't posted from in a decade? What's the point in keeping around duds?

Seriously.
@RightousAvenger @elonmusk You are fucking stupid
@Araheydol @elonmusk 鉴于尊重,Elon,我想说的是你正在试图改变历史……这是永远不可能的。祝你好运,也向你这位“伟大思想家”致敬。

问候
@elonmusk What this means to me in all due respect Elon, is that you are trying to alter history … which will never ever be possible. Good luck and Kudos to a “great mind”, or not.

Regards
@ashwinkumar_v @elonmusk 我们该如何信任你?就在你对竞争对手发起攻击前一天,你做了大量宣称。你愿意让第三方审计你的内部系统吗?你在说些什么狗屁话🤡
@elonmusk How can we trust you? Just after you made big proclamations just a day before attacking your competitor? Will you be open to let a third party audit your internal systems? What a bunch of bullshit you are spewing 🤡
@elonmusk 原文 ↗

SpaceXAI隐私政策详解:ZDR禁用后可通过/privacy命令删除已同步数据

SpaceX 关于数据保留的政策。

如果我们能够保留一定数量的数据,对调试问题确实有帮助,所以允许这样做会是一种赞赏,但您的隐私设置始终会被尊重。
展开原文
SpaceX policy regarding data retention.

It is actually helpful for debugging issues if we can retain some amount of data, so allowing this would be appreciated, but your privacy settings are always respected.
@SpaceXAI 我们非常重视您的隐私并尊重客户的选择。对于使用零数据保留的团队,永远不会保留任何痕迹和代码数据。Grok Build 的所有 API 密钥使用也都尊重 ZDR。

如果 ZDR 被禁用,CLI 中提供 /privacy 命令来禁用数据保留,该命令还会删除之前同步的数据。

随时运行 /privacy 命令来查看或更改您的设置。
We care deeply about your privacy and respect customer choice. For teams using zero data retention, no trace and code data is ever retained. All API key use of Grok Build also respects ZDR.

If ZDR is disabled, the /privacy command is available in the CLI to disable data retention, which also deletes previously synced data.

Run the /privacy command to view or change your settings at any time.
❤ 1.0w · 🔁 1.8k · 💬 1.2k · 👁 213.8w
热门回复 4
@MatthewGunnin @elonmusk 但你必须使用企业账号才能拥有禁用它的能力吗?
@elonmusk Yet you have to be on enterprise account to even have the ability to disable this?
@itsMattMcCane @elonmusk 哦,是吗?你真的觉得这是对开发者社区最好的回应吗?啊伙计,太搞笑了
@elonmusk Oh really? You really think this is the best response to the dev community? Ah man lol
@P_Morlay @elonmusk @chamath Elon是我们最信任的人。
@elonmusk @chamath , Elon is the one we trust to most.
@AuntieFa63 问题出在 https://t.co/DfcQZKzvWI,停止让他们使用Grok和你的卫星来控制无人机,在核电站附近进行轰炸。杀害无辜的孩子、妇女和男性!
防护措施 @elonmusk @realDonaldTrump 患有痴呆症和精神病,他夜间清醒整晚策划和密谋。给他服用ARICEPT和SEROQUEL治疗痴呆症和精神病。那是我父亲在去世前所服用的药物。
The problem is in the https://t.co/DfcQZKzvWI stop allowing them to use Grok and your satellites to pilot drones, bombing near nuclear power plants. Murdering in innocent children, women and men!
Guard Rails @elonmusk @realDonaldTrump has dementia and is a megalamaniac, he sundown and is up all night plotting and scheming. Put him on ARICEPT AND SEROQUEL FOR THE DEMENTIA AND PSYCHOSIS. THAT'S WHAT MY FATHER TOOK BEFORE HE DIED.
@elonmusk 原文 ↗

SpaceXAI隐私政策超出行业标准,与其他AI公司默认保留数据的做法形成鲜明对比

True
@XFreeze 提醒一下:在整个AI行业中,用户数据默认会被保留,除非您手动更改隐私设置。即便如此,选择退出通常仅适用于未来的数据,可能受到法律条款中隐藏的例外情况限制,且在实践中难以验证。

换言之,“选择退出”并不总是意味着您的数据会被完全删除或排除……公司所谓的退出选项可能与用户最终合理期望的并不一致。

然而,SpaceXAI刚刚展示了超越行业标准的实际做法。

在Grok Build中运行"/privacy"命令禁用数据保留还会删除所有之前同步的数据……不仅限于更改设置后创建的数据,并防止未来的代码和会话数据被保留。

埃隆还确认,作为预防措施,截至目前为止上传到SpaceXAI的所有用户数据将被完全删除,不留任何痕迹。

然而,有些人却大肆表达不满,仿佛AI公司保留上传数据是什么全新的发现。

数据保留在各大AI产品中一直是常见做法,而手动隐私退出选项往往被隐藏、受到例外限制,或主要针对未来的活动。

与此同时,SpaceXAI正在设定一种新的隐私标准,远远超出了AI行业当前默认提供的范围。
A reminder: Across much of the AI industry, user data is retained by default unless you manually change the privacy settings and even then, opt-outs often apply only to future data, may be limited by exceptions buried in the legal fine print, and can be difficult to verify in practice

In other words, “opting out” does not always mean your data is fully deleted or excluded...the company’s own way of saying opt-out may not actually match what users reasonably expect in the end

However SpaceXAI just showed what going beyond the industry standard actually looks like

Running "/privacy" in Grok Build to disable retention also deletes all previously synced data...not just data created after changing the setting and prevents future code and session data from being retained

Elon also confirmed that, as a precautionary measure, all user data uploaded to SpaceXAI before now will be completely deleted, with nothing remaining

Yet some people are having a selective outrage meltdown, acting as though AI companies retaining uploaded data is some completely new revelation

Data retention has long been common across major AI products, while manual privacy opt-outs are often buried, limited by exceptions, or focused primarily on future activity

Meanwhile, SpaceXAI is setting a new privacy standard that goes far beyond what the rest of the AI industry currently provides by default
❤ 6.2k · 🔁 1.4k · 💬 1.2k · 👁 238.3w
热门回复 3
@DeborahDur44165 @elonmusk Yes they do
@CottoJacqu85258 @elonmusk X Freeze 从未想到会发生在我身上,现在在街上正在热门讨论!!!
@elonmusk X Freeze never thought it would happen and now trending out here in these streets !!!!
@razvancaraghin @elonmusk Good to know

IBM股价创115年最大单日跌幅

IBM在发布预期Q2财报后股价在盘前交易中暴跌超过25%,创公司115年历史最大单日跌幅,市场将此视为软件业务问题所致。

@TrendSpider 原文 ↗

IBM股价在盘前交易中暴跌25%,创115年来最大单日跌幅

突发:IBM $IBM 股票在交易不足一小时内已经下跌 25%。

这是有史以来最糟糕的交易日吗?
黑色星期一:1987年10月19日...
那天股价下跌了23%。

我们目前正在见证 IBM 股票有史以来最糟糕的交易日。https://t.co/00vYrqhfDR
展开原文
BREAKING: IBM $IBM stock is now down 25% in a single day, less than 1 hour into trading.

It's worst trading day ever?
Black Monday: October 19, 1987...
Shares fell 23% that day.

We are currently watching the worst day for IBM stock EVER. https://t.co/00vYrqhfDR
❤ 397 · 🔁 48 · 💬 47 · 👁 13.7w
热门回复 4
@lavidatombolo @TrendSpider $IBM Weekly
@ElsieRobin63224 @TrendSpider 我的内部计划如下

⬇️
https://t.co/aJaPxLeUNL
@TrendSpider My internal plan is as follows

⬇️
https://t.co/aJaPxLeUNL
@CTCompound @TrendSpider It is overdone..
https://t.co/BISHI0hvE4
@paintedcoin @TrendSpider H1B's https://t.co/EynQPKcEgd
@TrendSpider 原文 ↗

IBM股价在盘前已下跌17%,引发市场担忧

IBM $IBM 股价目前正在急跌,在发布 Q2 初步财报后盘前交易中下跌逾 17% 🩸
展开原文
IBM $IBM shares are currently in free-fall, down more than -17% in pre-market trading after releasing their preliminary Q2 earnings 🩸
❤ 214 · 🔁 9 · 💬 21 · 👁 6.2w
热门回复 4
@IamReitman @TrendSpider $IBM 需要另一个"特朗普拉升"
https://t.co/POKFd8ZMQx
@TrendSpider $IBM needs another "Trump Pump"
https://t.co/POKFd8ZMQx
@FredrickBoccio @TrendSpider https://t.co/nJPIQsynoa
@ElsieRobin63224 @TrendSpider 我的内部计划如下

⬇️
https://t.co/FKJX1gTwlV
@TrendSpider My internal plan is as follows

⬇️
https://t.co/FKJX1gTwlV
@Fatih90017743 @TrendSpider 为什么他们在距离正式财报日只有一周的时间发预料财报?其他公司也这样做吗?
@TrendSpider Why they issue preliminary earnings when there is only one week left to official earnings date? Which other companies do this?
@TrendSpider 原文 ↗

IBM创历史最差交易日,市场质疑CEO愿景和适应能力

IBM $IBM 刚刚正式创下公司 115 年历史上最糟糕的交易日 🩸

你敢买这血吗?https://t.co/V9ckZnS2tf
展开原文
IBM $IBM just officially had its worst day in the company's 115 year history 🩸

Do you dare buy the blood? https://t.co/V9ckZnS2tf
@TrendSpider 突发:IBM $IBM 股票在交易不足一小时内已经下跌 25%。

这是有史以来最糟糕的交易日吗?
黑色星期一:1987年10月19日...
那天股价下跌了23%。

我们目前正在见证 IBM 股票有史以来最糟糕的交易日。https://t.co/00vYrqhfDR
BREAKING: IBM $IBM stock is now down 25% in a single day, less than 1 hour into trading.

It's worst trading day ever?
Black Monday: October 19, 1987...
Shares fell 23% that day.

We are currently watching the worst day for IBM stock EVER. https://t.co/00vYrqhfDR
❤ 348 · 🔁 28 · 💬 23 · 👁 9.3w
热门回复 4
@AshknKW @TrendSpider 我买了 dip 赚了120美元,然后就结束了。用这钱买了日用品。$IBM https://t.co/qTDQTRuYQT
@TrendSpider I bought the dip made 120 bucks. And called it a day. Bought groceries with it. $IBM https://t.co/qTDQTRuYQT
@MandoTrading @TrendSpider 几乎进入季度末了
@TrendSpider Almost in the quarterly
@stockmktmike @TrendSpider 我只有在Cramer说要卖出后才会买IBM
@TrendSpider I will only buy IBM after Cramer says to sell.
@FedupCitiz9n @TrendSpider IBM需要先解雇印度籍CEO及在办公楼里聚集的印度团队。它不再是80年代的IBM了。现在基本上就是一家Infosys的血汗工厂。
@TrendSpider IBM needs to get of it's Indian CEO and the Indian cohort that festers the building first. It's no longer the IBM of the 80s. It's basically an Infosys sweatshop these days.
@Jake__Wujastyk 原文 ↗

分析师指出IBM问题源于CEO缺乏远见和适应能力

$IBM 市场将此消息视为市场范围内的软件问题,而这更像是缺乏 CEO 的愿景和适应能力。
展开原文
$IBM Market is taking this news as a market wide software issue when it seems more like a lack of CEO vision and ability to adapt.
❤ 169 · 🔁 5 · 💬 57 · 👁 4.1w
热门回复 4
@Pablo01618 @Jake__Wujastyk 100% the dude needs fired
@mriemer @Jake__Wujastyk 这只是IT预算被强行重新分配的结果,因为2026年硬件价格飙升。推迟软件项目远比推迟必要的硬件更新更容易。
@Jake__Wujastyk It’s simply the result of IT budgets being forcibly reallocated as hardware prices surged in 2026. Postponing software projects is far easier than delaying essential hardware renewals.
@sporazene2 @Jake__Wujastyk 同意,IBM的软件多年来一直是一匹老破马
@Jake__Wujastyk Agree, IBM software has been a knackered old cart horse for years
@AlphaTalkStocks @Jake__Wujastyk 他们的半导体“突破”是第一次向这只股票发出逃跑信号。他们花数十亿美元试图处于技术前沿,但却没有人授权使用他们的半导体
@Jake__Wujastyk Their semiconductor “breakthrough” was the first sign to gtfo of this stock. They spend billions trying to be on the cutting edge for no one to license their semiconductors

Lucid遭暴风吹传破产言论后急涨

Lucid被传破产消息后股价在30分钟内暴跌30%,随后公司否认破产计划,股价在当日内从低点反弹95%。

@TrendSpider 原文 ↗

Lucid股价在30分钟内暴跌30%,引发市场恐慌

突发:Lucid $LCID 股票在破产消息发布后 30 分钟内崩跌 30% 🩸 https://t.co/T0ynaFusxv
展开原文
BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸 https://t.co/T0ynaFusxv
❤ 3.0k · 🔁 272 · 💬 233 · 👁 80.6w
热门回复 4
@kanyicool @TrendSpider Another one 😭😭 https://t.co/wPK2F5Kodq
@autovibe97 @TrendSpider 如果他们想要任何希望,就需要重新设计他们的SUV,使其不再像面包车一样。他们还需要在35-65万美元范围内推出一款外观出众的SUV。
@TrendSpider If they want any hope, they need to redesign their SUV so it does not look like a van. They also need a good looking SUV in the 35-65 range.
@boredwithi87170 @TrendSpider 他们会被特朗普救助,然后称之为资本主义
@TrendSpider They’ll get bailed out by Trump and call it capitalism
@usermissingkey @TrendSpider 这不是同一个公司曾经支付其CEO379万美元来达成一些无聊目标吗?即使公司处于亏损状态?让我感到震惊。
@TrendSpider Wasn’t this the same company that paid its CEO $379M for hitting some BS targets even though the company was negative? Color me shocked.
@TrendSpider 原文 ↗

Lucid官方否认破产计划,股价从低点反弹至-17%区间

更新:Lucid $LCID 表示不考虑破产。该股正在反弹,目前当日下跌 17%。https://t.co/W7bYxTSY3a
展开原文
Update: Lucid $LCID has stated it is NOT considering bankruptcy. The stock is staging a recovery, now down 17% on the day. https://t.co/W7bYxTSY3a
@TrendSpider 突发:Lucid $LCID 股票在破产消息发布后 30 分钟内崩跌 30% 🩸 https://t.co/T0ynaFusxv
BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸 https://t.co/T0ynaFusxv
❤ 457 · 🔁 43 · 💬 40 · 👁 14.8w
热门回复 4
@SausageDorset @TrendSpider 对我来说这听起来像是市场操纵 $LCID
@TrendSpider Sounds like market manipulation to me $LCID
@DjangoGreen5326 @TrendSpider 他们还因此新闻暂停交易以防止 squeeze。不得不爱华尔街保护自己的人
@TrendSpider And they halted it on that news as well to prevent a squeeze now. Got to love Wall Street protecting their own
@InvestwithDoc @TrendSpider $LCID V字恢复,发生了什么啊哈哈
@TrendSpider $LCID V shape recovery, what is happening lol
@realcircle62 @TrendSpider 典型的买入谣言卖出消息
@TrendSpider classic buy the rumor sell the news
@TrendSpider 原文 ↗

Lucid股价在一小时内崩跌50%,随后跳涨95%站上原破产谣言

Lucid $LCID 股票在过去一小时内已经崩跌 50%... 🩸

我们询问 Sidekick 这可能对 Rivian $RIVN 和 Tesla $TSLA 等竞争对手产生什么影响

以下是它的看法:https://t.co/9KuHxpPedg
展开原文
Shares of Lucid $LCID stock have now crashed -50% in the past HOUR... 🩸

We asked Sidekick what effects this could have on competitors such as Rivian $RIVN and Tesla $TSLA

Here's what it had to say: https://t.co/9KuHxpPedg
@TrendSpider 突发:Lucid $LCID 股票在破产消息发布后 30 分钟内崩跌 30% 🩸 https://t.co/T0ynaFusxv
BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸 https://t.co/T0ynaFusxv
❤ 98 · 🔁 8 · 💬 17 · 👁 6.2w
热门回复 4
@tkinfinance @TrendSpider 告诉那些Lucid卖家去买一家更好的汽车公司… $TSLA
@TrendSpider Tell the Lucid sellers to buy a better car company… $TSLA
@KULOLO808 @TrendSpider 这就是为什么我不买 🗑️ 股票的🤦🏽‍♂️
@TrendSpider This is why I don’t buy 🗑️ stocks 🤦🏽‍♂️
@evierun1 @TrendSpider 假新闻@ntwork已经证实这是完全胡扯……我们去买 $LCID
@TrendSpider Fake news @ntwork already confirmed it’s complete BS…let’s go $LCID buying more!
@Isabel123400 @TrendSpider LCID这么快就暴跌?Sidekick的分析可能只是“领导者获得更多市场份额”。TSLA持有者静静地笑
@TrendSpider LCID tanking this fast? Sidekick’s analysis probably just “more market share for the leaders.” TSLA holders smiling quietly
@TrendSpider 原文 ↗

Lucid股价从底部反弹95%,市场情绪大转向

更新:Lucid 否认了考虑破产的报道。该股自底部以来已跳涨 95%
展开原文
Update: Lucid has denied reports it is considering bankruptcy. The stock has jumped +95% since the bottom
❤ 100 · 🔁 6 · 💬 9 · 👁 3.6w
热门回复 4
@TrendSpider @TrendSpider 重大新闻:Lucid $LCID 股价在30分钟内暴跌30%,传出破产消息 🩸 https://t.co/T0ynaFusxv
BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸 https://t.co/T0ynaFusxv
@ph32121991 @TrendSpider Still down -16% https://t.co/JSAWDTlPFz
@Bay_Area_Sam @TrendSpider 泵和转储的混蛋们,因为政府睡眼昏花
@TrendSpider Pump n dump bastards cause government is sleeping
@yamantaka01 @TrendSpider 显然是市场操纵操作。
@TrendSpider Clearly a market manipulation op.

韩国股市剧烈波动引全球连锁反应

韩国KOSPI指数在一天内从开盘3%跌幅全面反弹至+7%,SK Hynix等芯片股领涨,但后续市场表现不确定。

@TrendSpider 原文 ↗

韩国股市全线崩盘,KOSPI指数开盘后急跌3%

突发:韩国股票已抹去所有涨幅,转而在当天下跌。https://t.co/63w6ZoBsNb
展开原文
BREAKING: South Korean stocks have now erased all of their gains and flipped red on the day. https://t.co/63w6ZoBsNb
❤ 633 · 🔁 53 · 💬 51 · 👁 9.2w
热门回复 4
@MuddyLoves @TrendSpider 天哪,这些家伙太疯狂了!!!我得去韩国参加派对,把它列入愿望清单。这些人完全毫不在乎,我喜欢这样 😂
@TrendSpider Holy shit, these dudes are wild asf!!! I gotta put, party in South Korea on the bucket list. These guys give absolutely ZERO FUCKS and I love it 😂
@SirLouisIII3 @TrendSpider 耶,牛市玩家完蛋了!!!!!!
@TrendSpider Yeahhhh, BULLS ARE COOKED!!!!!!
@EricTNFL @TrendSpider 最近半导体/AI领域的看空情绪始于那个狗屁Meta报告,其实已经被证明与事实完全相反。又是马屎
@TrendSpider This whole recent bear atmosphere among semi/AI started with that bullshit Meta report which has already been proven to be the opposite of the truth about capex. Horse shit dumping
@TopBotPicks @TrendSpider 伙计,没人关心疯狂不可预测的韩国股市 😂
@TrendSpider Dude, nobody cares about the crazy ass, unpredictable, South Korean stock market 😂
@TrendSpider 原文 ↗

KOSPI指数在开盘后全线反弹,收复所有失利

Jensen Huang 称之为"下一个万亿美元公司"

仍有很长的路要走 👀 $MRVL https://t.co/IX5NFkVXdC
展开原文
Jensen Huang called it "the next trillion-dollar company"

Still a long way to go 👀 $MRVL https://t.co/IX5NFkVXdC
@TrendSpider "下一个万亿美元公司,女士们先生们。"

- Jensen Huang 谈 Marvell $MRVL https://t.co/5knItdfEsW
"The next trillion-dollar company, ladies and gentlemen."

- Jensen Huang on Marvell $MRVL https://t.co/5knItdfEsW
❤ 763 · 🔁 57 · 💬 23 · 👁 15.5w
热门回复 4
@diegoist_ @TrendSpider $MRVL基本上拥有每一家主要AI集群所需的高速以太网和光学DSP领域。这种护城河加上数据中心需求不减 = 通往1万亿美元的直通车
@TrendSpider $MRVL basically owns the high-speed Ethernet & optical DSP space that every major AI cluster needs. That moat + data center demand not slowing down = straight path to $1T
@DanielMCharter @TrendSpider Take a closer look. $MRVL https://t.co/2NXPZvUEsH
@imnotharsh @TrendSpider jensen只是随口说说而已
@TrendSpider jensen just says stuff just because
@BeerdHead @TrendSpider 215美元看起来比一个月前的315美元好多了
@TrendSpider $215 looking much better than $315 a month ago
@TrendSpider 原文 ↗

KOSPI指数盘中上涨7%,SK Hynix涨11%

突发:韩国 KOSPI 指数(相当于 S&P 500)开盘上涨 7%

SK Hynix 上涨 11% https://t.co/SXH1WqanNy
展开原文
BREAKING: The KOSPI Index, South Korea’s equivalent to the S&P 500, opens +7%

SK Hynix +11% https://t.co/SXH1WqanNy
❤ 559 · 🔁 28 · 💬 29 · 👁 6.8w
热门回复 4
@WilderStocks @TrendSpider Huge for $DRAM tomorrow
@LURbyLumera @TrendSpider KOSPI的绝大开盘!开盘上涨7%是历史性的。全球科技势头显然正在加速。
@TrendSpider An absolute massive opening for the KOSPI! Opening +7% is historic. The global tech momentum is clearly shifting into overdrive.
@byeung888 @TrendSpider 感觉像1999年的互联网泡沫
@TrendSpider Feels like 1999, dot-com bubble.
@PurdyInvestor @TrendSpider 但主要还是那两家公司主导
@TrendSpider Dominated by 2 names though
@Jake__Wujastyk 原文 ↗

分析师质疑韩国市场结构稳健性,称其'建立在牙签上'

"KOSPI 不可能再跌更多了!"

开始放大……

呃……这个市场是建立在牙签上的。

$MU
$SKHY
$KORU https://t.co/KeZH2eouw9
展开原文
“There’s no way KOSPI can drop more!”

Starts zooming out……

Uh… this market is built up on toothpicks.

$MU
$SKHY
$KORU https://t.co/KeZH2eouw9
❤ 446 · 🔁 19 · 💬 41 · 👁 15.8w
热门回复 4
@Ec0nocat @Jake__Wujastyk 当你改变宽高比时看起来有点不同。https://t.co/798V3vlH3x
@Jake__Wujastyk Looks a bit different when you change the aspect ratio. https://t.co/798V3vlH3x
@DRockTheEwok @Jake__Wujastyk 是的,但是那些真的很花哨的塑料牙签,另一端还有牙线。都还好。😆
@Jake__Wujastyk Yeah, but it's those really fancy plastic toothpicks with the floss on the other end. All good. 😆
@junglefunk_ @Jake__Wujastyk 你抄底了,继续保持好工作。
@Jake__Wujastyk You bottom ticked it, keep up the good work.
@OracleOfEncino @Jake__Wujastyk MU gonna gave a 1 PE?

美国CPI通胀数据意外下降

美国CPI通胀率6月份意外降至3.5%,低于预期的3.8%,为2020年5月以来最大单月降幅,但分析师指出这主要由于油价波动。

@TrendSpider 原文 ↗

CPI通胀率意外降至3.5%,为2020年5月以来最大单月降幅

突发:美国通胀率(CPI)低于预期,为 3.5% 而非预期的 3.8%。

这是自 2020 年5月以来通胀率月度最大跌幅。

然而,分析师警告称通胀可能不会继续下降,因为这一跌幅主要是由于油价波动。
展开原文
BREAKING: US Inflation (CPI) comes in lower than expected, at 3.5% vs expected 3.8%.

This is the biggest drop in inflation month-over-month since May 2020.

However, analysts warn it is unlikely inflation continues to fall, as the drop is largely due to oil price fluctuations.
❤ 341 · 🔁 17 · 💬 35 · 👁 6.0w
热门回复 4
@ElsieRobin63224 @TrendSpider 我的内部计划如下

⬇️
https://t.co/sWYe7V30JT
@TrendSpider My internal plan is as follows

⬇️
https://t.co/sWYe7V30JT
@BeatTheBotz @TrendSpider 较低的CPI数据是看涨的,但如果伊朗冲突导致原油价格上涨,今天的通胀缓解可能是暂时的。
@TrendSpider A lower CPI print is bullish, but if the Iran conflict sends crude higher, much of today's inflation relief could prove temporary.
@Crytal420 @TrendSpider 用那个逻辑来看,上涨的原因也是因为原油。所以,这个账户的信息基本上没用。
@TrendSpider With that logic, the reason it was going up is because of oil also. So, basically useless info as usual from this account.
@MrSnoopyTrades @TrendSpider Long or short?
@TradingThomas3 原文 ↗

CPI数据大幅下降,市场对通胀前景重新评估

通胀大幅低于预期 😂
展开原文
Inflation big miss to downside 😂
❤ 205 · 🔁 9 · 💬 34 · 👁 2.3w
热门回复 4
@pudwick1 @TradingThomas3 做假账的人会得到一大笔奖金!!!
@TradingThomas3 Whoever is cooking the books will get a big bonus!!
@TuldSaysBeFirst @TradingThomas3 这个数据感觉被大肆操纵;….这是什么问题?我可能是错的,但时间会证明一切。如果我是对的?….只有上帝知道这对宏观经济正在做些什么。
@TradingThomas3 This data feels unbelievably manipulated;….is that an understatement? I’m probably wrong, but time will tell. But if I’m right?….God only knows what this is doing to the macro economy.
@JesusmiguelBor4 @TradingThomas3 这他妈是被操纚了
@TradingThomas3 it's so fuckin manipulated
@Tkh1411611 @TradingThomas3 这完全说不通
@TradingThomas3 This doesnt make sense at all
@TradingThomas3 原文 ↗

CPI数据好转后,7月联储会议加息概率升至43%

联邦基金期货现在完全定价为7月 FOMC 会议不会降息,而9月降息概率在低于预期的 CPI 报告发布后已降至约 50/50。报告发布前,市场定价约76%的概率认为9月会降息。
展开原文
Fed funds futures are now fully pricing in no rate cut at the July FOMC meeting, while September odds have eased to roughly 50/50 following the softer-than-expected CPI report. Prior to the release, markets were pricing in about a 76% probability of a September rate cut.
❤ 114 · 🔁 17 · 💬 23 · 👁 1.5w
热门回复 2
@bfredbaker @TradingThomas3 You meant hike?
@AOna60769070 @TradingThomas3 他们拒绝考虑伊朗战争刚刚开始第二轮导致原油
飙升和通胀……
@TradingThomas3 They refuse to consider that the war in Iran is just starting its second inning causing oil to
Spike and inflation…..
@EliteOptions2 原文 ↗

CPI数据后FED政策预期发生变化,7月加息概率升至43%

7月14日交易计划 📈

$SPX 在 CPI 数据后跳空高开。如果 7500 能守住,本周仍看多。我会观望看能否回到 7560 附近再考虑看涨期权。

$QQQ 昨晚触及 708,刚刚飙升至 722。目前继续在 700-748 这个宽幅区间内交易。如果 QQQ 能突破 722,我们可以看到 726、731。本周 722 以上可以考虑看涨期权

$MU 跳空上涨 45 点,如果能重新突破 1000,我们可以看到 1100 以上。本周 1000 以上可以考虑看涨期权。如果 900 失守我会考虑看跌期权。

大家今天好运!! 🫡
展开原文
TRADE PLAN for July 14th 📈

$SPX gapping higher after CPI data. SPX as long as 7500 holds, it still looks bullish for the week. Id watch to see if it can get back near 7560 before considering calls.

$QQQ touched 708 last night, and just popped up to 722. It continues to trade in this wide range from 700-748 for now. IF QQQ can get through 722 we can see 726,731. Calls can work above 722 this week

$MU gapping up 45 points, if it can get back through 1000 we can see 1100+ again. Calls can work above 1000 this week. If 900 fails I'd consider puts.

Good luck to day everyone!! 🫡
❤ 124 · 🔁 5 · 💬 33 · 👁 3.2w
热门回复 4
@blumasgifts @EliteOptions2 我的内部计划如下
⬇️
@EliteOptions2 My internal plan is as follows
⬇️
@blumasgifts @EliteOptions2 https://t.co/tHZOzq9yle
@SoxLions @EliteOptions2 TRADE PLAN for July 14th 📈
https://t.co/wTjejEFYcE
@MikeCon61539629 @EliteOptions2 非常感谢你的所有意见
@EliteOptions2 Really appreciate all your input

投资银行股持续强势

Goldman Sachs和Morgan Stanley年内涨幅分别达289%和208%,投行股在2023年底以来持续上涨,随着SpaceXIPO在即成为焦点。

@TrendSpider 原文 ↗

投资银行股自2023年底以来持续上涨,Goldman Sachs和Morgan Stanley年内涨200%+

投资银行自2023年底以来一直在大赚钱 🔥

高盛 $GS +289%
摩根斯坦利 $MS +208% https://t.co/JloCPX6qmV
展开原文
Investment banks have been absolutely printing since late 2023 🔥

Goldman Sachs $GS +289%
Morgan Stanley $MS +208% https://t.co/JloCPX6qmV
❤ 300 · 🔁 21 · 💬 15 · 👁 5.0w
热门回复 3
@futureman1977 @TrendSpider 这是个很好的开始,准备要减仓一些 $ms $gs,你只有在卖出股票时才会赚钱。
@TrendSpider It’s been a great run beginning to trim a little bit $ms $gs you only make money when you sell the stock.
@joshpeck @TrendSpider 没有什么能让零售投资者更快地谦逊过,当他们意识到卖他们理财产品的人大大跑赢他们售出的产品。
@TrendSpider Nothing humbles a retail investor faster than realising the people selling them financial products have massively outperformed the products they sold.
@AndrewAaronSkyy @TrendSpider Fantastic 💸💸💸
@TrendSpider 原文 ↗

Morgan Stanley股价创新高,成为银行股中领涨者

摩根斯坦利 $MS 今天引领银行股上涨,飙升至历史新高 🎯 https://t.co/s2IlyAWjkF
展开原文
Morgan Stanley $MS leading the way for banks today and soaring to new all-time highs 🎯 https://t.co/s2IlyAWjkF
@TrendSpider 市场已经准备好迎接 SpaceX... 👀

摩根斯坦利 + 高盛 是此笔交易的主要承销商。$MS $GS https://t.co/e7StMnqcuU
The market is ready for SpaceX... 👀

Morgan Stanley + Goldman Sachs are lead underwriters on the deal. $MS $GS https://t.co/e7StMnqcuU
❤ 137 · 🔁 10 · 💬 15 · 👁 5.2w
热门回复 4
@ElsieRobin63224 @TrendSpider 我的内部计划如下

⬇️
https://t.co/aJaPxLeUNL
@TrendSpider My internal plan is as follows

⬇️
https://t.co/aJaPxLeUNL
@JeysenPlantin @TrendSpider Great!
@ItsOwlPrints @TrendSpider 创新高总是个好迹象
@TrendSpider New highs are always a good sign
@Jeffrey_SMoore @TrendSpider 在过去8次银行股在IPO承销商传言中破新高时,10天后6次出现下跌,因为交易费用是立即定价的,这意味着这是卖出新闻的设置。
@TrendSpider The last 8 times a bank stock broke ATH on IPO underwriter rumors, it was lower 10 days later 6 out of 8, because deal fees are priced instantly, and that means this is sell the news setup.
@TrendSpider 原文 ↗

Morgan Stanley预期Hyperscaler资本支出2028年达1.4万亿美元

摩根斯坦利现在预期超级规模云服务提供商的资本支出将从 2025 年的 4260 亿美元增长到 2028 年的 1.4 万亿美元。
展开原文
Morgan Stanley now expects hyperscaler capex to grow to $1.4T in 2028, up from $426B in 2025.
❤ 333 · 🔁 30 · 💬 16 · 👁 7.4w
热门回复 4
@cointesterio @TrendSpider 从4260亿到1.4万亿,这种数字被重复引用的次数远多于被验证的次数
@TrendSpider 426B to 1.4T is the kind of number that gets repeated more than it gets checked
@ItsOwlPrints @TrendSpider 超大规模计算公司基本上正在进行一场军备竞赛;谁花最多钱就赢得AI皇冠。但1.4万亿美元是一个惊人的数字。这将影响芯片制造商、冷却系统,甚至房地产。只希望利润率不会在这个过程中被压得太低。
@TrendSpider Hyperscalers are basically in an arms race right now; whoever spends the most wins the AI crown. But $1.4T is a staggering number. That's gonna ripple through chipmakers, cooling systems, even real estate. Just hope margins don't get crushed in the process.
@yesabhie @TrendSpider 从数据中心到芯片和电网,世界上最大的科技公司正在为前所未有的AI投资浪潮做准备。
@TrendSpider From data centers to chips and power grids, the world’s biggest tech companies are preparing for an unprecedented wave of AI investment.
@Permabull42069 @TrendSpider 重大新闻:摩根士丹利分析师正在吸毒
@TrendSpider Breaking: Morgan Stanley analysts are doing drugs
@TrendSpider 原文 ↗

DeepSeek计划于今年年内在中国申请IPO

突发:据彭博社报道,DeepSeek 正在准备今年年内在中国提交 IPO 申请。https://t.co/WgDjvJenCW
展开原文
BREAKING: DeepSeek is preparing to file for IPO in China as soon as this year, per Bloomberg. https://t.co/WgDjvJenCW
❤ 134 · 🔁 5 · 💬 17 · 👁 8.4w
热门回复 4
@JeysenPlantin @TrendSpider 对OpenAI来说是更多的竞争。
@TrendSpider More competition to OpenAI.
@adelbucetta @TrendSpider 这是矿井里的金丝雀。如果DeepSeek能够在不烧大量现金的情况下获得中国IPO,那么私人投资和风险投资主导的叙事将发生巨大变化。
@TrendSpider that's the canary in the coal mine. if deepseek gets a chinese ipo without burning a ton of cash, the narrative around private investing and vc dominance changes drastically.
@hari_kun @TrendSpider 在关闭大额融资轮数几周后申请IPO对于一家仍在证明其长期商业模式的初创公司来说是一个疯狂的进取时间表。如果DeepSeek能够真正实现710亿美元的估值并在今年上市,它将彻底重塑全球AI军备竞赛。

🙃
Filing for an IPO just weeks after closing a massive funding round is a wildly aggressive timeline for a startup still proving its long-term business model. If DeepSeek can actually pull off a $71 billion valuation and debut this year, it completely reshapes the global AI arms race.

🙃

存储芯片股全线暴跌后回暖

存储和芯片股集体大跌,SanDisk、ARM、Intel等下挫超4%,随后部分股价回暖,但ARM仍然下跌6.4%。

@TrendSpider 原文 ↗

存储芯片股全线暴跌,SanDisk、ARM、Intel等下挫超4%

芯片和内存股今天遭受重挫 🩸

🔴 SanDisk $SNDK -14%
🔴 ARM $ARM -8%
🔴 Intel $INTC -6%
🔴 Seagate $STX -6%
🔴 Western Digital $WDC -5%
🔴 Applied Materials $AMAT -4%
🔴 AMD $AMD -4%
🔴 ASML $ASML -4%
🔴 Broadcom $AVGO -4%
🔴 Nvidia $NVDA -4%
🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu
展开原文
Chip and memory stocks took a beating today 🩸

🔴 SanDisk $SNDK -14%
🔴 ARM $ARM -8%
🔴 Intel $INTC -6%
🔴 Seagate $STX -6%
🔴 Western Digital $WDC -5%
🔴 Applied Materials $AMAT -4%
🔴 AMD $AMD -4%
🔴 ASML $ASML -4%
🔴 Broadcom $AVGO -4%
🔴 Nvidia $NVDA -4%
🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu
❤ 410 · 🔁 51 · 💬 46 · 👁 6.9w
@TrendSpider 原文 ↗

存储芯片股跌幅延续至盘后交易

内存股的血本已蔓延至盘后交易 🩸

盘后百分比变化
🔴 $SNDK -2.5%
🔴 $MU -1.5%
🔴 $WDC -1.5%
展开原文
The blood in memory stocks is now spilling into after-hours 🩸

After-hours % change
🔴 $SNDK -2.5%
🔴 $MU -1.5%
🔴 $WDC -1.5%
❤ 286 · 🔁 12 · 💬 29 · 👁 7.5w
@TrendSpider 原文 ↗

存储芯片股部分回暖,Intel、Micron、SanDisk涨超4%

芯片和内存股今天找到了一些 relief 👀

🟢 Intel $INTC +4.53%
🟢 Micron $MU +4.49%
🟢 SanDisk $SNDK +4.19%
🟢 Nvidia $NVDA +3.90%
🟢 Applied Materials $AMAT +3.76%
🟢 ASML $ASML +3.59%
🟢 AMD $AMD +2.32%
🟢 Seagate $STX +2.01%
🟢 Broadcom $AVGO +1.50%
🟢 Western Digital $WDC +1.02%
🟢 TSMC $TSM +0.23%
🔴 ARM $ARM -6.40%
展开原文
Chip and memory stocks found some relief today 👀

🟢 Intel $INTC +4.53%
🟢 Micron $MU +4.49%
🟢 SanDisk $SNDK +4.19%
🟢 Nvidia $NVDA +3.90%
🟢 Applied Materials $AMAT +3.76%
🟢 ASML $ASML +3.59%
🟢 AMD $AMD +2.32%
🟢 Seagate $STX +2.01%
🟢 Broadcom $AVGO +1.50%
🟢 Western Digital $WDC +1.02%
🟢 TSMC $TSM +0.23%
🔴 ARM $ARM -6.40%
@TrendSpider 芯片和内存股今天遭受重挫 🩸

🔴 SanDisk $SNDK -14%
🔴 ARM $ARM -8%
🔴 Intel $INTC -6%
🔴 Seagate $STX -6%
🔴 Western Digital $WDC -5%
🔴 Applied Materials $AMAT -4%
🔴 AMD $AMD -4%
🔴 ASML $ASML -4%
🔴 Broadcom $AVGO -4%
🔴 Nvidia $NVDA -4%
🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu
Chip and memory stocks took a beating today 🩸

🔴 SanDisk $SNDK -14%
🔴 ARM $ARM -8%
🔴 Intel $INTC -6%
🔴 Seagate $STX -6%
🔴 Western Digital $WDC -5%
🔴 Applied Materials $AMAT -4%
🔴 AMD $AMD -4%
🔴 ASML $ASML -4%
🔴 Broadcom $AVGO -4%
🔴 Nvidia $NVDA -4%
🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu
❤ 196 · 🔁 22 · 💬 19 · 👁 5.8w

Starlink V5新一代终端开售

Starlink V5新一代终端正式开售,体积更小、重量更轻,功耗更低,最高速度可达375+ Mbps,目前限量在部分地区发售。

@elonmusk 原文 ↗

Starlink V5新一代终端开售,提供375+ Mbps高速上网

订购 Starlink V5 终端!
展开原文
Order the Starlink V5 terminal!
@Starlink 下一代 Starlink 套件旨在提供可靠的高速家庭互联网。Starlink V5 相比 Starlink V4 拥有更小的体积和轻量级设计,以及更高的能效。

Starlink V5 最高可达 375+ Mbps 的速度,为流媒体、视频通话、游戏等提供无缝连接。

目前在特定地区可用。随着生产规模扩大,Starlink V5 将在更多地区推出。

立即订购 → https://t.co/fv9RdnnPdx
The next generation Starlink Kit is designed to deliver reliable, high-speed home internet. Starlink V5 has a smaller form factor and lightweight design with greater power efficiency than the Starlink V4.

With speeds up to 375+ Mbps, Starlink V5 delivers seamless connectivity for streaming, video calling, gaming and more.

Currently available in select areas. As production ramps, Starlink V5 will be available in additional areas.

Order now → https://t.co/fv9RdnnPdx
❤ 8.2k · 🔁 1.5k · 💬 1.1k · 👁 170.6w
@elonmusk 原文 ↗

Grok 4.5在FrontierSWE排行榜上排名第二,超越Claude Opus 4.8和GPT-5.5

Grok 4.5 is worth trying
@XFreeze Grok 4.5 刚刚在 FrontierSWE 排行榜上排名 #2,胜过 Claude Opus 4.8 和 GPT-5.5

它提供顶级的编码性能,具有卓越的速度、强大的 token 效率和比许多竞争前沿模型低得多的成本

Grok 4.5 已经是当今最好的编码模型之一,位居顶端
Grok 4.5 just ranked #2 on the FrontierSWE leaderboard, outperforming Claude Opus 4.8 and GPT-5.5

It delivers top-tier coding performance with exceptional speed, strong token efficiency and a much lower cost than many competing frontier models

Grok 4.5 is already one of the best coding models available today, sitting at the very top
❤ 6.9k · 🔁 1.3k · 💬 1.8k · 👁 193.2w

PayPal收到收购要约

Stripe和私募股权公司向PayPal提交530亿美元收购要约,按每股60.50美元计算,标志着支付行业的重大整合动向。

@TrendSpider 原文 ↗

Stripe和私募股权公司向PayPal提交530亿美元收购要约

Stripe 和一家私募股权公司已提出以 530 亿美元收购 PayPal $PYPL,每股 60.50 美元,据路透社报道 https://t.co/pf17vZxbdx
展开原文
Stripe and a private equity firm have offered to acquire PayPal $PYPL for $53 billion, or $60.50 per share, per Reuters https://t.co/pf17vZxbdx
❤ 329 · 🔁 43 · 💬 28 · 👁 6.6w

交易员市场观点聚合

多位交易员就市场波动、耐心交易和仓位管理发表看法,强调在震荡市中保持纪律和等待最佳入场时机的重要性。

@EliteOptions2 原文 ↗

交易员强调等待A+形态再进场,保持现金等待下个机会

交易简直是非法的简单。

等待 A+ 机会
看到 A+ 机会。
抓住 A+ 机会。

坐等下一个 A+ 机会。
展开原文
Trading is illegally simple.

Wait for A+ setup
See the A+ setup.
Take the A+ setup.

Sit in cash until the next A+ setup.
❤ 803 · 🔁 39 · 💬 76 · 👁 4.7w
@EliteOptions2 原文 ↗

市场已连续6周横盘整理,等待SPX突破7620或跌破7228

市场已经6周没有突破区间。

$SPX 7620
$QQQ 731

这两个水平需要对齐才能看到更多动量。

要有耐心,等待它...
展开原文
The market has been range bound for 6 weeks.

$SPX 7620
$QQQ 731

These 2 levels need to line up for the market to see more momentum.

BE patient wait for it...
❤ 123 · 🔁 3 · 💬 41 · 👁 3.0w
@EliteOptions2 原文 ↗

交易员预测NVDA即将突破212阻力位,目标236和300

周三交易计划 📈

$SPX 今天守住了跳空并收盘在 7550 附近。PPI 数据明天盘前发布,如果反应积极,SPX 可以冲向 7600+。
SPX July 15 7580C 在 7560 以上可以考虑

$NVDA 如果本周能突破 212,可以冲向 221。
NVDA July 24 215C 在 212 以上是最佳选择

$MU 本周全在 1000 这个水平,突破后可以再涨 80-100 点。等待 MU 在日线图上先收在 1000 以上。

$QQQ 今天多次在 722 遭到拒绝,需要突破 722 才能冲向 726、731。
QQQ July 17 725C 在 722 以上是最佳选择

大家明天好运!! 🫡
展开原文
TRADE PLAN for Wednesday 📈

$SPX held the gap today and closed near 7550. PPI numbers coming premarket tmrw, if there's a positive reaction SPX can set up for 7600+.
SPX July 15 7580C can work above 7560

$NVDA winding up for a move to 221 if it can breakout above 212 this week.
NVDA July 24 215C is best above 212

$MU all about that 1k level this week, needs to get through to run another 80-100 points. Wait for MU to close above 1000 on a daily candle first.

$QQQ rejected at 722 multiple times today, needs through 722 to run to 726,731.
QQQ July 17 725C is best above 722

Good luck tmrw everyone!! 🫡
❤ 172 · 🔁 11 · 💬 20 · 👁 2.8w
@EliteOptions2 原文 ↗

交易员分享从不盈利到盈利的心理转变历程

要成为盈利的交易者,

你会输得比输家更多。

不断地输,直到赢。
展开原文
To become a profitable trader,

You will lose more than losers.

Keep losing until you win.
❤ 294 · 🔁 13 · 💬 70 · 👁 3.3w