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X日报 · 美股

2026-07-22 · 精选 17 条 · 数据池 389

⚡ 今日速览

  • 半导体存储股全线大涨,芯片股迎来数日来最强表现
  • Tesla Robotaxi 扩展至 Tampa 和 Orlando,标志着自动驾驶出租服务加速推广
  • Grok 4.5 在专业工作场景中表现突出,被多个开发者和分析师认可
  • Micron 和 Sandisk 等内存股在下周可能面临关键的技术面突破
  • Nvidia disclosed 22.2 million shares Nebius Group stake, representing nearly 10% ownership
  • Rocket Lab 获得美国空军 2.66 亿美元合约,推动股价盘后上涨 5%
  • Supermicro Q4 预期毛利率翻倍至 15-17%,引发股价盘后暴涨 20%
  • AMC 报告最高季度营收,股价盘中一度涨超 25%

📋 今日综述

  • 半导体/内存芯片存储股集体爆发,半导体 ETF SMH 和 SOXX 分别上涨 3.68% 和 4.62%,内存股 MU、SNDK、WDC 等涨幅均超过 10%
  • Tesla/自动驾驶Tesla Robotaxi 服务扩展至更多城市,Elon Musk 强调 Grok Imagine 将制作历史准确的《奥德赛》电影
  • AI 工具Grok 4.5 在长时任务和专业工作场景中表现优异,被企业用户替代 Claude 和 Codex 用于复杂任务
  • 市场技术多位分析师指出当前市场处于关键支撑/阻力位,SPY、QQQ、MU 等均面临重要的突破点
  • 交易心理专业交易员分享交易纪律和心理策略,强调坚持和纪律比新策略更重要

半导体存储股爆发

半导体和内存股在 7 月 21 日集体大涨,半导体 ETF SMH 上涨 3.68%,SOXX 上涨 4.62%。内存股 Micron (MU)、Western Digital (WDC)、Sandisk (SNDK)、Seagate (STX) 等涨幅均超过 10%,显示出市场对 AI 驱动需求的强烈信心。

@TrendSpider 原文 ↗

半导体存储股全线大涨,显示出市场对芯片需求的强劲信心

Getting tight 👀 $AMAT https://t.co/lC2o0zEBYt
❤ 259 · 🔁 20 · 💬 14 · 👁 4.4w
热门回复 3
@FinancePotentia @TrendSpider 只是追踪了政客们从$AMAT的退出。还有$NVDA $AMD或$GOOG
@TrendSpider Just tracked an exit on $AMAT from Politicians.
As well as $NVDA $AMD or $GOOG
@joshuarmandvan @TrendSpider MACD交叉看起来很干净,但那个RVOL下降让我很紧张
@TrendSpider the macd crossover looks clean but that rvol drop is making me nervous
@stockpivot @TrendSpider 你知道这是内幕需求,股票会跌到$452.91
@TrendSpider You know that's this is an Insider demand and Stock will drop to $ 452.91
@TrendSpider 原文 ↗

详细列出了 12 只半导体股的涨幅,MU、WDC、SNDK 等内存股表现最为强劲

今天的芯片和内存股正在大涨 🔥

🟢 西部数据 $WDC +13%
🟢 闪迪 $SNDK +12%
🟢 希捷 $STX +10%
🟢 美光 $MU +10%
🟢 应用材料 $AMAT +8%
🟢 英特尔 $INTC +7%
🟢 AMD $AMD +6%
🟢 拉姆研究 $LRCX +5%
🟢 台积电 $TSM +4%
🟢 英伟达 $NVDA +1%
展开原文
Chip and memory stocks are RIPPING today 🔥

🟢 Western Digital $WDC +13%
🟢 Sandisk $SNDK +12%
🟢 Seagate $STX +10%
🟢 Micron $MU +10%
🟢 Applied Materials $AMAT +8%
🟢 Intel $INTC +7%
🟢 AMD $AMD +6%
🟢 Lam Research $LRCX +5%
🟢 Taiwan Semi $TSM +4%
🟢 Nvidia $NVDA +1% https://t.co/D0I96eVFX5
❤ 314 · 🔁 30 · 💬 21 · 👁 4.3w
热门回复 4
@moko47932262 @TrendSpider 半导体行业在几周的整理后终于看到了真正的动量
@TrendSpider finally seeing some real momentum in semis after weeks of consolidation
@leyli4042 @TrendSpider 👇👇https://t.co/uRY3s1UFkm
@leyli4042 @TrendSpider 👇https://t.co/FfsIGQkVTE
@oggoit @TrendSpider Sk Hynix +12% forgot?
@TrendSpider 原文 ↗

记录了半导体股当日的集体爆涨数据,反映市场情绪高涨

今天这些热门零售股目前都上涨了两位数或更多 🔥

$NBIS +17%
$AAOI +16%
$CIFR +16%
$TER +13%
$WDC +13%
$MU +13%
$SNDK +13%
$STX +12%
$COHR +11%
$COIN +11%
$ASTS +11%
$ONDS +10%
展开原文
All of these popular retail stocks are currently up double digits or more today 🔥

$NBIS +17%
$AAOI +16%
$CIFR +16%
$TER +13%
$WDC +13%
$MU +13%
$SNDK +13%
$STX +12%
$COHR +11%
$COIN +11%
$ASTS +11%
$ONDS +10% https://t.co/z0T7SV0FH4
❤ 223 · 🔁 21 · 💬 22 · 👁 4.6w
热门回复 4
@KishoreVikhram1 @TrendSpider 看到全面绿色如此感觉真好。
@TrendSpider Feels good to see green across the board like this.
@JustinHall031 @TrendSpider 零售名称大幅上涨,你是在这个两位数的上涨中获利了结还是持有争取明天的延续推动?
@TrendSpider massive green day across retail names are you taking profits on this double digit move or holding out for a continuation push tomorrow
@Jtmon3y @TrendSpider 战争升级和通胀显然是看涨的。
@TrendSpider War escalation and inflation are bullish apparently.
@Trader_Joe44 @TrendSpider 我没有持有这些股票,我一定是个白痴
@TrendSpider I own none of these, I must be an idiot

Tesla Robotaxi 服务扩展

Tesla Robotaxi 服务已扩展至 Tampa 和 Orlando,Elon Musk 表示这一自动驾驶出租服务正在加速推广。同时,Tesla AI 账号宣布其湾区 rideshare 服务现已覆盖旧金山机场 (SFO),标志着商业化进程的加快。

@elonmusk 原文 ↗

Tesla Robotaxi 服务扩展至 Tampa 和 Orlando,展示自动驾驶技术商业化进展

And Miami
@robotaxi Robotaxi 现在在坦帕和奥兰多!https://t.co/fYtmXgJq3O
Robotaxi now in Tampa & Orlando! https://t.co/fYtmXgJq3O
❤ 2.8w · 🔁 2.8k · 💬 2.0k · 👁 589.6w
热门回复 2
@mmlaw @elonmusk @elonmusk 让我们将@robotaxi及其安全性、效率和所有好处带到美国内陆地区——西得梅因,爱荷华州。就像汽车一样,城市需要面向未来——让我们在这里实现梦想,在这里美国的横贯大陆高速公路(I80和I35)交汇的地方。
@elonmusk @elonmusk let’s bring @robotaxi and its safety, efficiency, and all benefits to the American heartland - West Des Moines, Iowa. Much like cars, cities need to look like the future - let’s make it happen here, where America’s transcontinental interstates (i80 and i35) converge.
@a1exus @elonmusk 那米阿米和布罗瓦德其余部分呢?
@elonmusk What about the rest of Miami Dade and Broward?)
@elonmusk 原文 ↗

Tesla AI 宣布湾区 rideshare 服务覆盖旧金山机场,商业化应用进一步扩大

获得这次批准需要特斯拉团队付出很多努力
展开原文
Getting this approval took a lot of work by the Tesla team
@Tesla_AI 我们的湾区拼车服务现在可以去 SFO 了 ✈️
Our Bay Area rideshare service now goes to SFO ✈️
❤ 1.0w · 🔁 944 · 💬 894 · 👁 367.5w
热门回复 4
@darren_stallcup @elonmusk Great work 🇺🇸💛
@ArthurLCLR @elonmusk 我们想要特斯拉上使用CarPlay!🥺
@elonmusk On veut CarPlay sur les Tesla ! 🥺
@DevinSoto @elonmusk 这实际上是个大问题,特别是获得加州的批准。
@elonmusk Thats actually a huge deal, especially getting it approved for CA
@OnASunnyBeach69 @elonmusk 特斯拉不得不证明它能避免地上的所有狗屎才能获得批准吗?
@elonmusk Did Tesla have to prove that it can avoid all the turds on the ground to get approval?

Grok 4.5 专业能力突出

Grok 4.5 在多个专业工作场景中表现优异,被企业用户用于替代 Claude 和 Codex。XFreeze 报告称 Grok 4.5 在 Snorkel AI 的近 2000 个专业任务测试中全面胜过 GPT 5.5 和 Claude Opus 4.8,尤其在教育、法律、医疗等高判断领域领先 35-58%。

@elonmusk 原文 ↗

Grok 4.5 在长时任务 Terminal-Bench 上排名第一,展现出卓越的代理能力

试试 Grok Build,它真的很棒!

https://t.co/lOJK57wDP5
展开原文
Try Grok Build, it’s awesome!

https://t.co/lOJK57wDP5
@XFreeze Grok 4.5 现在在 Long-Horizon Terminal-Bench 的二进制通过率排名中名列第一,超过了 Claude Fable 5、Claude Opus 4.8 和 GPT-5.6-sol

在最严格的评分标准下——只有完全解决任务且获得完美奖励和零错误的情况才算——Grok 4.5 明显领先于所有其他测试模型

这对于实际的编码、自动化和复杂工程工作很重要,因为长时程终端任务需要的不仅仅是部分进展

模型必须保持上下文,纠正错误,并成功完成跨越数百个步骤的整个工作流程

Grok 4.5 在长时间内执行复杂代理任务方面表现出强大的实力
Grok 4.5 now also ranked #1 on the Long-Horizon Terminal-Bench by binary pass rate, outperforming Claude Fable 5, Claude Opus 4.8 and GPT-5.6-sol

Under the strictest scoring metric - where a task counts only if it is fully solved with a perfect reward and zero errors......Grok 4.5 finished clearly ahead of every other tested model

This matters for real-world coding, automation and difficult engineering work because long-horizon terminal tasks require much more than making partial progress

The model has to maintain context, recover from mistakes and successfully complete an entire workflow across hundreds of steps

Grok 4.5 is showing serious strength on complex agentic tasks over extended periods of time
❤ 9.6k · 🔁 2.0k · 💬 2.3k · 👁 711.7w
热门回复 3
@statys @elonmusk 还行吧。Grok 4.5在CLI中一直在工作和浪费token,但甚至连我要求的功能改进都没改变!@grok目前非常不稳定。浪费时间真令人失望。其他SOTA模型至少能让我持续期待改进我的产品。
@elonmusk It’s “ok”.

Grok 4.5 in the CLI has been working and wasting tokens only to not even budge the feature changes I requested!

@grok right now is VERY hit or miss. The wasted time is disappointing.

With other SOTA models I can at least consistently expect improving my product.
@midnightmusicth @elonmusk 西班牙对他们世界杯胜利的庆祝让足球迷感到欢乐。他们在整个锦标赛中的出色表现赢得了全球认可。
@elonmusk Spain's celebration of their World Cup victory brings joy to football fans.
Their outstanding performance throughout the tournament earns global recognition.
@wackoiam @elonmusk (类似AHDP04-24-47PR这样的部件编号前缀)
@elonmusk (part number prefixes like AHDP04-24-47PR )
@elonmusk 原文 ↗

Grok Build 在专业工作任务中全面胜过 GPT 和 Claude,尤其在教育、法律、医疗等领域表现突出

Try Grok Build!
@XFreeze Grok 4.5 在实际专业工作中处于领先地位

在 Snorkel AI 的基准测试中,Grok 4.5 结合 Grok Build 在近 2,000 个专家创建的工作场所任务中对 GPT 5.5 和 Claude Opus 4.8 进行了测试,这些任务涉及真实文档、电子表格、演示文稿和专业分析

Grok 在整体表现上超过了 GPT 5.5 和 Claude Opus 4.8,同时在几个高判断力领域的领先优势更为明显:

• 教育:58%
• 法律工作:40%
• 质量保证:37%
• 医疗保健:35%

它还在 Snorkel 测量的每个错误类别中记录了最低的失败率,包括缺失分析、不正确的建议、结构差和缺失来源

最重要的结果不仅仅在于 Grok 完成了更多任务

它提供了更好的专业成果,犯更少的重大错误,并提供了更具体、可操作的建议,而竞争模型往往返回通用的工作

Grok 4.5 正在证明实际应用的重要性远远超过单纯的基准分数
Grok 4.5 is leading on actual professional work

In Snorkel AI’s benchmark, Grok 4.5 combined with Grok Build was tested against GPT 5.5 and Claude Opus 4.8 across nearly 2,000 expert-created workplace tasks involving real documents, spreadsheets, presentations and professional analysis

Grok outperformed both GPT 5.5 and Claude Opus 4.8 overall, while leading by even wider margins across several high-judgment fields:

• Education: 58%
• Legal work: 40%
• Quality assurance: 37%
• Healthcare: 35%

It also recorded the lowest failure rate across every error category Snorkel measured, including missing analysis, incorrect recommendations, poor structure and missing sources

The most important result is not simply that Grok completed more tasks

It produced better professional deliverables, made fewer critical mistakes and provided more specific, actionable recommendations where competing models often returned generic work

Grok 4.5 is proving that real-world usefulness matters more than benchmark scores alone
❤ 4.0k · 🔁 1.0k · 💬 777 · 👁 196.5w
热门回复 2
@TifCorn @elonmusk @ReeveGrok8 我早该开始使用Grok AI了 LONGGGG TIME AGO 🤷🙏💋
@elonmusk @ReeveGrok8 I should have been starting Grok AI a LONGGGG TIME AGO 🤷🙏💋
@AndrewB78004886 @elonmusk 也许Ashok可以用它来修复Robotaxi。
@elonmusk Maybe Ashok can use it to fix Robotaxi.
@elonmusk 原文 ↗

SpaceX 工程数据将用于 Grok 训练,进一步提升其工程能力

Grok 是一款可靠的工作马
展开原文
Grok is a solid workhorse
@MiaAI_lab 我还没找到一个真正的用例是 Grok 4.5 在我要求的事情上会失败,而 GPT-5.6 Sol、Fable 5 或 Kimi K3 能做到。

他们都很出色——但 Grok 4.5 在价格和速度方面远远胜出。
Still haven’t found a real use case where Grok 4.5 fails at something I ask vs GPT-5.6 Sol, Fable 5, or Kimi K3.

All of them are excellent — but Grok 4.5 wins on price and speed by far.
❤ 8.7k · 🔁 1.4k · 💬 1.4k · 👁 449.8w
热门回复 2
@Leon_Manifest @elonmusk https://t.co/mVVUb5l7vd
@Mickey_TMNT @elonmusk @grok 你觉得如何?Elon和Grok,火星团队 https://t.co/hbQej1J1QX
@elonmusk @grok

What do you think about it ?

Elien and Grok , team Mars https://t.co/hbQej1J1QX

Micron 关键技术面分析

Micron 股价在 821-900 区间展开强劲反弹,分析师指出如果能成功突破 1000 点,则可能快速测试历史高点 (ATH)。同时,Morgan Stanley 预测 Q3 内存价格将比 Q2 上涨 25%,HBM 供应已售完至 2027 年,为股价提供基本面支撑。

@EliteOptions2 原文 ↗

MU 面临关键 1000 点突破,上方目标至 1500 点,下方支撑 845-800 区间

$MU 在一周内市值蒸发了 3500 亿美元,然后在两天内回了一半

$MU 现在刚刚突破 1000 点,上涨近 200 点,在暴力回踏 800 点后反弹。突破 1000 点后 $MU 可以快速回探历史高点,如果突破历史高点,可能会向 1500 点方向靠拢。845 和 800 点必须守住,否则 $MU 可能会急跌至 650 点

关键催化因素
内存价格冲击:摩根士丹利现在预计第三季度内存价格将比第二季度上涨 25%,这是最近反弹的主要驱动力

HBM 已售罄至 2027 年:$MU 已锁定两年的生产量,使得竞争从争夺市份转变为与 hyperscalers 进行价格谈判

回购计算:UBS 预测到 2028 年可能产生高达 4000 亿美元的自由现金流,如果管理层选择这样做,可以退市约 40% 的流通股

1000 点是向历史高点和 1327 点 1.5 万亿美元市值的关键转折点。突破 1327 点后,买家将迅速推动 $MU 向 1500 点方向

交易思路
$MU 突破 1000 点
日内交易:7/24 1000C
swing 交易:8/21 1300C

上周的抛售是一个情绪问题,而不是需求问题。芯片仍然售罄。
展开原文
$MU lost $350B in market cap in a week, then made half of it back in two days

$MU is right outside of 1000, up almost 200 pts after a violent backtest of 800. Through 1000 and $MU can quickly retest ATHs, through ATHs and it'll gravitate towards 1500. 845 and 800 absolutely need to hold, otherwise $MU can see a flush towards 650

Key Catalysts
Memory price shock: Morgan Stanley now sees Q3 memory prices rising 25% from Q2 on AI-driven shortages, the single biggest driver of the recent rally

HBM sold out through 2027: $MU has locked in production volumes two years out, shifting power from competing on share to negotiating on price with hyperscalers.

Buyback math: UBS projects up to $400B in free cash flow through 2028, enough to retire roughly 40% of shares outstanding if management chooses to deploy it that way

1000 is the key inflection point for the move back to ATHs and towards $1.5T MCAP at 1327. Through 1327 and buyers will quickly push $MU towards 1500.

Trade Ideas
$MU over 1000
Day Trade: 7/24 1000C
Swing Trade: 8/21 1300C

Last week's selloff was a sentiment problem, not a demand problem. The chips are still sold out.
❤ 159 · 🔁 12 · 💬 23 · 👁 2.8w
热门回复 4
@gustavoloza8 @EliteOptions2 我之所以留下开放式结尾,是因为我们都知道这句话会如何结束。
@EliteOptions2 I still can't believe the speed of that recovery—800 really was the line in the sand.
@pankaj_nauwhar @EliteOptions2 https://t.co/Az4CcFiPy4
@PiiSide @EliteOptions2 https://t.co/ozeUAnCeBg
@PiiSide @EliteOptions2 👇https://t.co/tqCHqWnk5h
@TrendSpider 原文 ↗

Micron 处于关键的 make-or-break 时刻,技术面表现备受关注

感觉这是一个成败关头的时刻 $MU 👀
展开原文
Feels like a make or break moment for Micron $MU 👀 https://t.co/n8wfAUjO9C
@TrendSpider $MU 两年多来在周线图上的最大连跌 😬
Worst losing streak for Micron $MU on the weekly in over 2 years 😬 https://t.co/tDoGeAVF2v
❤ 743 · 🔁 49 · 💬 53 · 👁 15.2w
热门回复 4
@longshortmkts @TrendSpider 我觉得这话已经说了一个星期了
@TrendSpider I feel like this has been said for a week now
@Incite_corp @TrendSpider $MU目前在50日线以下7%,接近938,比1255高点下跌31%,RSI为44,正向市盈率接近6。这不是悬崖,而是肥厚的整理区间。
@TrendSpider $MU is 7% under its 50 day near 938 and 31% below the 1255 high, with RSI 44 and forward PE near 6. That is not a cliff, it is a fat consolidation zone.
@Bay_Area_Sam @TrendSpider 短期看起来云雾缭绕。但即使它跌到600美元,$MU也会回到1250美元🎯
@TrendSpider Short term is cloudy.

But even if it falls to 600$, $MU is going back to 1250$ 🎯
@harvesttrad @TrendSpider WAGMI
@TrendSpider 原文 ↗

Micron 可能正在形成底部,技术指标显示反弹迹象

Back in business? $MU https://t.co/Bx6xuw25Il
@TrendSpider 感觉这是一个成败关头的时刻 $MU 👀
Feels like a make or break moment for Micron $MU 👀 https://t.co/n8wfAUjO9C
❤ 716 · 🔁 53 · 💬 32 · 👁 9.7w
热门回复 4
@fichresearch @TrendSpider always been https://t.co/NWskuwG3SI
@trader_equities @TrendSpider 今天做空的人们被狠狠打脸了。感觉如何,输家们!!!
@TrendSpider Shorts getting their faced ripped off today. How does it feel losers!!!
@increpublic @TrendSpider $MU Correction is over ? https://t.co/TG1EnHU3RI
@R6RiderF @TrendSpider 这是opex周后的假突破。下一波要走低。感谢nebius的免费钱,我顺势而为 https://t.co/lOH3yKOC2u
@TrendSpider Thats fake pump after opex week

Next wave going lower

Thanks nebius for free money

I ride the wave https://t.co/lOH3yKOC2u

Nvidia 持股 Nebius Group

Nvidia 披露持有 Nebius Group 2220 万股,占公司总股份的近 10%。这是 Nvidia 在 AI 基础设施领域的新动向,显示出其对云计算和 AI 算力服务提供商的战略布局。

@TrendSpider 原文 ↗

Nvidia 持有 Nebius Group 近 10% 股权,显示对 AI 云服务的战略投资

韩国今晚应该很有趣。
展开原文
BREAKING: Nvidia $NVDA has just disclosed an ownership stake in Nebius Group $NBIS

Nvidia owns 22.2 million shares, representing nearly 10% of the company. https://t.co/r8dvUjnmF3
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@reasonus4 @TrendSpider $NBIS救援。$NVDA也将被要求通过"股份"来救援$CRWV。$NVDA和$INTC的CFO突然辞职应该是零售投资者逃离这个$SPY庞氏泡沫所需的全部证据。
@TrendSpider $NBIS bailout.
$NVDA will also be required to bailout $CRWV through a “stake.”

$NVDA & $INTC CFOs abruptly resigning should have been all the evidence retail investors needed to GTFO of this $SPY Ponzi bubble
@gspach @TrendSpider 两个月前这本会是17%的AH暴涨
@TrendSpider this would’ve been a 17% AH pump two months ago
@TrendSpider Source: https://t.co/zVPyWWjHwR
@OnlyContrarian @TrendSpider 给超微公司一些支持!Nvidia owe a ton of their success to Charles Liang and all Jensen Huang has done is left him out to dry. Dick head! https://t.co/5lzV1LkVKx
@TrendSpider Throw a bone to super micro! Nividia owes a ton of their success to Charles Liang and all Jensen Huang has done is left him out to dry. Dick head! https://t.co/5lzV1LkVKx

Rocket Lab 美军合约

Rocket Lab 获得美国空军 2.66 亿美元合约,用于发射 12 枚亚音速运载火箭。这一重大军事合同推动 RKLB 股价盘后上涨 5%,标志着美国国防部门对民用太空公司的信任和大规模采购。

@TrendSpider 原文 ↗

Rocket Lab 获得 2.66 亿美元美军合约,是太空公司进入国防采购的重要里程碑

BREAKING: Rocket Lab $RKLB刚刚获得了美国空军的2.66亿美元合同,用于发射12枚亚轨道运载火箭。

该股盘后已跳涨5%。https://t.co/pdIw7QP8gb
展开原文
BREAKING: Rocket Lab $RKLB was just awarded a $266,000,000 contract with the U.S. Air Force for the launch of 12 suborbital launch vehicles.

The stock has jumped +5% in after-hours so far. https://t.co/pdIw7QP8gb
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@TradeTactician1 @TrendSpider 就在它看起来要在上升趋势线的支撑位上建立基础时 https://t.co/1Gq1oQZtAx
@TrendSpider Right as it looked to be building out a base at support on the ascending trendline https://t.co/1Gq1oQZtAx
@fantasyfootbll3 @TrendSpider dope
@Incite_corp @TrendSpider $RKLB在美国空军2.66亿美元的12次亚轨道发射合同后上涨约5%,终于为太空增长故事增加了真正的合约美元,而不仅仅是头条新闻。
@TrendSpider $RKLB pops about 5% after a $266M U.S. Air Force deal for 12 suborbital launches, finally adding real contracted dollars to the space-growth story instead of just headlines.
@jinseongeo83473 @TrendSpider Good

Supermicro Q4 业绩预期翻倍

Supermicro 预期 Q4 毛利率翻倍至 15-17%,远高于原预期的 8.2-8.4%。同时公司在 Q4 获得逾 60 亿美元新订单,已超过其过去两年总收入。这一惊人业绩预期引发 SMCI 盘后暴涨 20%。

@TrendSpider 原文 ↗

Supermicro 毛利率预期翻倍至 15-17%,新订单 60 亿美元暴涨 20%,显示出服务器需求的爆发

BREAKING: Supermicro $SMCI刚刚发布了第四季度业绩的初步更新,在盘后暴涨20%🔥

该公司表示,预计毛利率将达到15-17%,约为预期8.2-8.4%的两倍。

他们还在第四季度获得了超过600亿美元的新订单,超过了过去两年所有收入的总和。
展开原文
BREAKING: Supermicro $SMCI just released a preliminary update for their Q4 earnings and is RIPPING +20% in after-hours 🔥

The company stated they expect gross margins to be 15-17%, roughly DOUBLE the expected 8.2-8.4%

They also received over $60B in new orders in Q4, more than all of their revenue in the past 2 years.
❤ 649 · 🔁 53 · 💬 44 · 👁 11.3w
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@CapitalCrashout @TrendSpider 该公司犯有证券欺诈和走私罪却报告了这个?不可思议
@TrendSpider The company which is guilty of securities fraud and smuggling reported that? Incredible
@Ilyajunior1 @TrendSpider $SMCI的问题是他们的数字可信吗?我几年前玩过他们,幸好活着逃出来了。
@TrendSpider The problem with $SMCI is can their numbers be trusted? I played them a few years ago, was lucky to get out alive.
@ElonWeTrustNow @TrendSpider 奇怪的骗子公司,我连10英尺长的棍子都不会碰。
@TrendSpider Weird scammy fraudy company, wouldn’t touch with 10 ft pole
@bullrunalpha @TrendSpider $SMCI $150 Stock.

AMC 最高季度营收

AMC 报告最高季度营收,股价盘中一度大涨逾 25%,创下两年多以来最活跃的交易日。尽管过去一直面临压力,但这一剧烈反弹显示出市场对其业务恢复的认可。

@TradingThomas3 原文 ↗

AMC 创下最高季度营收和两年多以来最活跃交易日,股价暴涨 25%

韩国今晚应该会很有趣。
展开原文
Korea should be fun tonight.
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@dileepkantubhu1 @TradingThomas3 在开盘前我对更大范围的市场的看法 → https://t.co/EMi1FmMebx
@TradingThomas3 My perspective on the broader tape before the bell → https://t.co/EMi1FmMebx
@ALex28943 @TradingThomas3 KOSPI的玩家们在看到我们的表现如此糟糕后刚刚开始准备他们的交易时段 https://t.co/qIpav4QP0v
@TradingThomas3 KOSPI degens just warming up for their session after seeing ours being absolute dogshit https://t.co/qIpav4QP0v
@MarkOptionsGuru @TradingThomas3 我在周末的朋友告诉我,他们在光州和釜山不气馁,喜欢大幅波动。他们说@fundstrat是他们自己的,并且相信预期中更高的动作$MU $WDC。他们会逢低买入,因为有大量的干粮可以部署。他们已经上涨了6倍。
@TradingThomas3 Friends in Gwangju and Busan told me over weekend they are not deterred and love the big swings.

They say @fundstrat is their own and believe the higher move expected $MU $WDC.

They will buy the dip as they have lots of dry powder to deploy. They are already up 6x.
@200pipss @TradingThomas3 下降10%会更好
@TradingThomas3 A nice 10% lower would be even nicer

交易心理与策略分享

专业交易员 EliteOptions2 分享了 16 年交易经验中的关键心理和策略,包括坚持纪律、专注单一策略、交易前复盘等。同时分析了当前市场的技术面机会,为投资者提供了实用的交易框架。

@EliteOptions2 原文 ↗

分享 16 年交易心得,强调坚持和纪律是关键,突破往往出现在最绝望时刻

我想让你静止一会儿。

因为我想问你一个问题。

你离想要放弃有多近?

要诚实。没人在看。

也许你已经连续三个星期都是亏损。

也许你的账户比六个月前要小。

也许你周围的人都不再问你情况如何,因为他们已经知道他们认为答案是什么。

我知道那种感觉。

我也曾坐在那种沉默中。

亚历山大大帝年仅 25 岁时,他站在波斯边缘,带着已经行军多年的军队。他的士兵们疲惫不堪,想要回家。他们已经做出了历史上任何人都无法想象的牺牲。

亚历山大看着他们说了一些历史永远不会忘记的话。

他告诉他们:

"当其他人无法忍受的人能够忍受的人,就是继承其他人放弃的人所得到的人。"

交易也是如此。

突破总是在你最 convinced 它不会到来的那一刻到来。

如果你现在在市场中感到迷失,我希望确保你不要错过自己的突破。

本周二下午 5 点 PST 我将举办一次免费的直播大师班。

没有通用的市场评论...

我将详细分析我如何看待当前环境,以及我如何看待下半年最大的机会。

我们将讨论以下内容:

- 财报季节应该期待什么
- 我对下半年的展望
- 如何在这种环境下交易小账户
- 我如何应对即将到来的 FOMC 会议
- 让我连续 16 年保持盈利的做法

无论你是 2,000 美元还是 200,000 美元,我都会告诉你我会如何处理。

这是为那些在这个季节几乎想要放弃但没有放弃的交易员准备的课程。

我们的名额非常有限,以确保每个报名的人都能获得高质量的流媒体体验。

先到先得。

点击下面的链接注册。

https://t.co/IsZSxTX4JQ
展开原文
I want you to sit still for a moment.

Because I want to ask you something.

How close are you to quitting?

Be honest. Nobody's watching.

Maybe you've had three red weeks in a row.

Maybe the account is smaller than it was six months ago.

Maybe the people around you have stopped asking how it's going because they already know what they think the answer is.

I know that feeling.

I've sat in that exact silence.

Alexander the Great was 25 years old when he stood at the edge of Persia with an army that had marched for years. His men were exhausted. They wanted to go home. They had already sacrificed more than anyone in history.

And Alexander looked at them and said something history never forgot.

He told them:

“The man who can endure when others cannot is the man who inherits what others abandoned.”

Trading works the same way.

The breakthrough always comes right after the moment you were most convinced it wouldn't.

And If you're feeling lost in this market right now, I want to make sure you don’t miss your own breakthrough.

This Tuesday at 5pm PST I'm hosting a free live masterclass.

No generic market commentary…

I'll be breaking down exactly how I'm thinking about the current environment and where I see the biggest opportunities heading into the back half of the year.

Here's what we're covering:

- What to expect this earnings season.
- My outlook for the rest of the summer
- How to trade a small account in this environment
- How I'm approaching the upcoming FOMC meeting
- The practices that have kept me profitable for 16 straight years

Whether you're working with $2,000 or $200,000, I'll show you exactly how I would approach it.

This is the session for the traders who almost quit this season but didn't.

Our spots are super limited to make sure everyone who signs up has a guaranteed high quality streaming experience.

It’s first come first serve.

Click the link below to register.

https://t.co/IsZSxTX4JQ
❤ 59 · 🔁 1 · 💬 26 · 👁 2.3w
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@dapivald8 @EliteOptions2 https://t.co/Nxg3qBbouo
@Sander75236928 @EliteOptions2 https://t.co/HBt03EiI0T
@PiiSide @EliteOptions2 https://t.co/F26FO611Vd
@PiiSide @EliteOptions2 https://t.co/DjiVslUc3s
@EliteOptions2 原文 ↗

总结 2026 年最佳交易心理法则,强调过程重于结果、耐心是策略

2026 年最佳交易心理排名:

S 级:

- 超然物外
- 过程高于结果
- 耐心是策略

A 级:

- 现金也是一种仓位
- 每次亏损都是一次教训
- 一致性胜过完美

D 级:

- 我只需要一次大交易
- 这个局面感觉不同
- 我明天会赚回来
展开原文
Best trading psychology ranking in 2026:

S-tier:

- Detachment
- Process over outcome
- Patience is the strategy

A-tier:

- Cash is a position
- Every loss teaches a lesson
- Consistency beats perfection

D-tier:

- I just need one big trade
- This setup feels different
- I'll make it back tomorrow
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@kherthenaa @EliteOptions2 我之所以留下开放式结尾,是因为我们都知道这句话会如何结束。
@EliteOptions2 I left it open-ended because we all know how that sentence ends.
@Yuri_AGRMT @EliteOptions2 我会把"FOMO是一种对急躁的税"添加到D级——比大多数人意识到的更深入。
@EliteOptions2 I'd add "FOMO is a tax on impatience" to D-tier—runs deeper than most realize.
@cesarLo41476102 @EliteOptions2 缺少最后一个:"我明天会赚回来"——这是最快输光所有钱的方法。
@EliteOptions2 Missing the last one: "I'll make it back tomorrow" – the fastest way to lose everything.
@PiiSide @EliteOptions2 https://t.co/lzNIHEKdw1