非一般股民 personal page - To The Moon

非一般股民

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非一般股民

09-13 21:26

bull market

@期貨茄哩虎:【🎁有獎話題】銅期貨再創階段新高！關稅預期掀起搶銅潮，超級銅牛市要來了？

非一般股民

09-13 21:26

ipo reject

非一般股民

09-13 21:25

sell spacex

@財報話你知:【🎁有獎話題】RKLB Q2財報後股價承壓！木頭姐入場疊加太陽能新技術，能否迎來轉折點？

非一般股民

09-13 21:25

tlt

非一般股民

09-13 21:25

dcl buy in

@虎港通:【🎁有獎話題】AI數據中心狂鋪電纜，DCL成巨頭押註下一站？有邊些港美概念股抵揀？

非一般股民

09-13 21:25

oil ++

非一般股民

09-13 21:25

apple

非一般股民

09-13 21:24

orcale

非一般股民

09-13 21:23

ppi low

@虎港通:【🎁有獎話題】美8月PPI超預期再引股債雙殺，今夜CPI數據能否降溫預期成關鍵，點樣做到攻守兼備？

非一般股民

09-13 21:23

amazon

非一般股民

09-13 21:23

jpyusd

@愛吃辣的小老虎:【🎁有獎話題】貝森特吹高日元反失守美債！莊家論為何越幫越忙？

非一般股民

09-13 21:23

rocket

非一般股民

09-09

$汽車地帶(AZO)$

非一般股民

09-09

nvda gogogo

非一般股民

09-09

intl

非一般股民

09-09

iphone 19

非一般股民

09-09

xiaomi

非一般股民

09-09

qq 700

非一般股民

09-09

trump

非一般股民

09-09

apple

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COPP升超5%，","images":[{"img":"https://community-static.tradeup.com/news/5ee6a99671599e7b4a837d5fc8a05f89"},{"img":"https://community-static.tradeup.com/news/5c61223c644b4574005a58708b32c16f"},{"img":"https://community-static.tradeup.com/news/cfeb5623e4a06d3ae2e5c31f0f69d656"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605918054400024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607383145881832,"gmtCreate":1789305965906,"gmtModify":1789305968689,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ipo reject","listText":"ipo reject","text":"ipo reject","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607383145881832","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382940042384,"gmtCreate":1789305942646,"gmtModify":1789305945362,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"sell spacex","listText":"sell spacex","text":"sell spacex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382940042384","repostId":"605852566462608","repostType":1,"repost":{"id":605852566462608,"gmtCreate":1788944003609,"gmtModify":1788949800349,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136423143289492","authorIdStr":"4136423143289492"},"themes":[],"title":"【🎁有獎話題】RKLB Q2財報後股價承壓！木頭姐入場疊加太陽能新技術，能否迎來轉折點？","htmlText":"小虎們，隔夜美股三大指數收跌，但<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 逆勢上升，總市值重回2萬億美元，而在商業航天領域，許多公司都將SpaceX視為競爭對手，其中<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 就是其中之一，在Q2財報表現不及預期後，木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢？ Q2業績好壞參半！Q3盈利預測遜於預期！ 根據最新財報， <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>Q2營收按年增長62%至2.34億美元，略高於分析師預期的2.32億美元；淨虧損按年收窄26%至4930萬美元；攤薄後每股虧損8美分，高於分析師普遍預期（每股虧損6美分）；調整後EBITDA虧損為0.09億美元，明顯改善。 毛利潤按年增長82%至0.85億美元，GAAP下毛利率為36.1%，Non-GAAP下為41.5%，均明顯提升。 截至季度末，積壓訂單額創歷史新高，達23.6億美元，按年增長137%。同時，Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同，加上季度後的簽約，火箭實驗室的總髮射積壓量達到了歷史最高水平，超過90次發射。 值得一提的是，太空系統業務貢獻了81%的總營收，也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」，衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源：RKLB財報 業績展望方面，Rocket Lab預計2026年Q3營收在2.5億至2.65億美元之間；GAAP毛利率在29%至31%之間；非GAA","listText":"小虎們，隔夜美股三大指數收跌，但<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 逆勢上升，總市值重回2萬億美元，而在商業航天領域，許多公司都將SpaceX視為競爭對手，其中<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> 就是其中之一，在Q2財報表現不及預期後，木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢？ Q2業績好壞參半！Q3盈利預測遜於預期！ 根據最新財報， <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>Q2營收按年增長62%至2.34億美元，略高於分析師預期的2.32億美元；淨虧損按年收窄26%至4930萬美元；攤薄後每股虧損8美分，高於分析師普遍預期（每股虧損6美分）；調整後EBITDA虧損為0.09億美元，明顯改善。 毛利潤按年增長82%至0.85億美元，GAAP下毛利率為36.1%，Non-GAAP下為41.5%，均明顯提升。 截至季度末，積壓訂單額創歷史新高，達23.6億美元，按年增長137%。同時，Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同，加上季度後的簽約，火箭實驗室的總髮射積壓量達到了歷史最高水平，超過90次發射。 值得一提的是，太空系統業務貢獻了81%的總營收，也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」，衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源：RKLB財報 業績展望方面，Rocket Lab預計2026年Q3營收在2.5億至2.65億美元之間；GAAP毛利率在29%至31%之間；非GAA","text":"小虎們，隔夜美股三大指數收跌，但$SpaceX(SPCX)$ 逆勢上升，總市值重回2萬億美元，而在商業航天領域，許多公司都將SpaceX視為競爭對手，其中$Rocket Lab USA, Inc.(RKLB)$ 就是其中之一，在Q2財報表現不及預期後，木頭姐入場疊加新太陽能技術能否成為頹勢轉折點呢？ Q2業績好壞參半！Q3盈利預測遜於預期！ 根據最新財報， $Rocket Lab USA, Inc.(RKLB)$Q2營收按年增長62%至2.34億美元，略高於分析師預期的2.32億美元；淨虧損按年收窄26%至4930萬美元；攤薄後每股虧損8美分，高於分析師普遍預期（每股虧損6美分）；調整後EBITDA虧損為0.09億美元，明顯改善。 毛利潤按年增長82%至0.85億美元，GAAP下毛利率為36.1%，Non-GAAP下為41.5%，均明顯提升。 截至季度末，積壓訂單額創歷史新高，達23.6億美元，按年增長137%。同時，Electron、HASTE 和Neutron運載火箭獲得了超過4.37億美元的新發射合同，加上季度後的簽約，火箭實驗室的總髮射積壓量達到了歷史最高水平，超過90次發射。 值得一提的是，太空系統業務貢獻了81%的總營收，也就是說Rocket Lab目前已經不再只是單純的「火箭發射公司」，衛星平臺、航天器組件、太陽能電池、衛星系統等業務正在成為主要收入來源。 圖源：RKLB財報 業績展望方面，Rocket 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buy in","listText":"dcl buy in","text":"dcl buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382973149392","repostId":"606142881632384","repostType":1,"repost":{"id":606142881632384,"gmtCreate":1789014800755,"gmtModify":1789020600159,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】AI數據中心狂鋪電纜，DCL成巨頭押註下一站？有邊些港美概念股抵揀？","htmlText":"小虎們，當市場的目光還緊盯著GPU的迭代與存儲短缺時，一場由「算力」驅動的「傳輸」革命，已經在悄然爆發！[Cool] 本週二， <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 與 <a href=\"https://ttm.financial/S/VZ\">$Verizon Comms(VZ)$</a> 簽署了一項價值數十億美元的長期協議，2027年至2032年間，康寧將向Verizon供應超過8000萬英里的高密度光纖，產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後，康寧股價盤初上漲5%！[Call] 與此同時， <a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$</a> 在2026年中國光博會上展示了其反諧振空芯光纖，憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模，成為全場焦點！[666] 東吳證券指出，DCI（數據中心互聯）為AI算力建設的後週期需求，當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時，遠距離互聯的需求正逐步釋放！[Allin] 那麼，DCI究竟是什麼概念？為什麼它會成為2026年最具確定性的投資主線之一？港美股又有哪些核心玩家值得關注？[YoYo] 一、DCI究竟是什麼？為什麼現在迎來超級週期？ 數據中心互聯（Data Center Interconnect，DCI） 是一種跨數據中心實現網絡互聯互通的網絡解決方案，主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」（裡面裝滿了GPU和服務器），那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」，讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 DCI迎","listText":"小虎們，當市場的目光還緊盯著GPU的迭代與存儲短缺時，一場由「算力」驅動的「傳輸」革命，已經在悄然爆發！[Cool] 本週二， <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 與 <a href=\"https://ttm.financial/S/VZ\">$Verizon Comms(VZ)$</a> 簽署了一項價值數十億美元的長期協議，2027年至2032年間，康寧將向Verizon供應超過8000萬英里的高密度光纖，產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後，康寧股價盤初上漲5%！[Call] 與此同時， <a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$</a> 在2026年中國光博會上展示了其反諧振空芯光纖，憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模，成為全場焦點！[666] 東吳證券指出，DCI（數據中心互聯）為AI算力建設的後週期需求，當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時，遠距離互聯的需求正逐步釋放！[Allin] 那麼，DCI究竟是什麼概念？為什麼它會成為2026年最具確定性的投資主線之一？港美股又有哪些核心玩家值得關注？[YoYo] 一、DCI究竟是什麼？為什麼現在迎來超級週期？ 數據中心互聯（Data Center Interconnect，DCI） 是一種跨數據中心實現網絡互聯互通的網絡解決方案，主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」（裡面裝滿了GPU和服務器），那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」，讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 DCI迎","text":"小虎們，當市場的目光還緊盯著GPU的迭代與存儲短缺時，一場由「算力」驅動的「傳輸」革命，已經在悄然爆發！[Cool] 本週二， $康寧(GLW)$ 與 $Verizon Comms(VZ)$ 簽署了一項價值數十億美元的長期協議，2027年至2032年間，康寧將向Verizon供應超過8000萬英里的高密度光纖，產品同時覆蓋家庭寬帶與AI數據中心骨幹網兩大場景。消息落地後，康寧股價盤初上漲5%！[Call] 與此同時， $長飛光纖光纜(06869)$ 在2026年中國光博會上展示了其反諧振空芯光纖，憑藉最低0.04dB/km的衰減、單根超91公里的連續長度以及累計超萬芯公里的商用交付規模，成為全場焦點！[666] 東吳證券指出，DCI（數據中心互聯）為AI算力建設的後週期需求，當多個數據中心需要實現跨園區、跨區域乃至跨洲互聯時，遠距離互聯的需求正逐步釋放！[Allin] 那麼，DCI究竟是什麼概念？為什麼它會成為2026年最具確定性的投資主線之一？港美股又有哪些核心玩家值得關注？[YoYo] 一、DCI究竟是什麼？為什麼現在迎來超級週期？ 數據中心互聯（Data Center Interconnect，DCI） 是一種跨數據中心實現網絡互聯互通的網絡解決方案，主要用於滿足不同地理位置數據中心之間的數據交換、災備冗餘和內容分發需求。 如果把單個數據中心比喻為一座「超級大腦」（裡面裝滿了GPU和服務器），那麼DCI就是連接這些大腦的「神經網絡」或「高速鐵路」，讓物理上分離的數據中心能夠像一個巨大的統一資源池一樣協同運作。 DCI迎","images":[{"img":"https://community-static.tradeup.com/news/6927e1aced37abe8a8e8a65c92a535eb"},{"img":"https://community-static.tradeup.com/news/1d022c24d3865088a10a85ef45951481"},{"img":"https://community-static.tradeup.com/news/6e8b1aa73aef6878eed55656dace09f0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606142881632384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382869586608,"gmtCreate":1789305911318,"gmtModify":1789305914021,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"oil 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low","listText":"ppi low","text":"ppi low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382964773992","repostId":"606461928968336","repostType":1,"repost":{"id":606461928968336,"gmtCreate":1789092773752,"gmtModify":1789097400105,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】美8月PPI超預期再引股債雙殺，今夜CPI數據能否降溫預期成關鍵，點樣做到攻守兼備？","htmlText":"小虎們，美東時間9月10日，全球金融市場再度經歷了一場「驚魂夜」！[Cool] 美國8月PPI同比暴漲5.4%，遠超市場預期的5.3%，疊加中東局勢升級推動布倫特原油突破100美元大關，美股三大指數集體收跌， <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 跌0.6%， <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌0.65%， <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 跌0.58%，為連續第四個交易日下跌！[Put] 更令市場緊張的是， <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 飆升至5.35%，創下2007年6月以來近19年新高； <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 收益率同步升至4.93%，為2023年11月以來最高水平。CME「聯儲局觀察」顯示，聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%！[Facepalm] 而9月是否會加息，核心的關鍵在於今夜的CPI數據能否降溫預期！那麼作為投資者我們該如何在波動中做到攻守兼備？[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一：PPI超預期，通脹「幽靈」再度歸來 美國勞工統計局數據顯示，8月PPI同比上漲5.4%，高於市場預期的5.3%，較前值4.7%明顯提速；環比上漲0.4%，符合預期。核心PPI同比上漲4.6%，同樣高於前值4.2%。 PPI作為衡量生產端價格壓力的先行指標，其同","listText":"小虎們，美東時間9月10日，全球金融市場再度經歷了一場「驚魂夜」！[Cool] 美國8月PPI同比暴漲5.4%，遠超市場預期的5.3%，疊加中東局勢升級推動布倫特原油突破100美元大關，美股三大指數集體收跌， <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 跌0.6%， <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌0.65%， <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 跌0.58%，為連續第四個交易日下跌！[Put] 更令市場緊張的是， <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 飆升至5.35%，創下2007年6月以來近19年新高； <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 收益率同步升至4.93%，為2023年11月以來最高水平。CME「聯儲局觀察」顯示，聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%！[Facepalm] 而9月是否會加息，核心的關鍵在於今夜的CPI數據能否降溫預期！那麼作為投資者我們該如何在波動中做到攻守兼備？[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一：PPI超預期，通脹「幽靈」再度歸來 美國勞工統計局數據顯示，8月PPI同比上漲5.4%，高於市場預期的5.3%，較前值4.7%明顯提速；環比上漲0.4%，符合預期。核心PPI同比上漲4.6%，同樣高於前值4.2%。 PPI作為衡量生產端價格壓力的先行指標，其同","text":"小虎們，美東時間9月10日，全球金融市場再度經歷了一場「驚魂夜」！[Cool] 美國8月PPI同比暴漲5.4%，遠超市場預期的5.3%，疊加中東局勢升級推動布倫特原油突破100美元大關，美股三大指數集體收跌， $道瓊斯(.DJI)$ 跌0.6%， $納斯達克(.IXIC)$ 跌0.65%， $標普500(.SPX)$ 跌0.58%，為連續第四個交易日下跌！[Put] 更令市場緊張的是， $美國30年期國債收益率(US30Y.BOND)$ 飆升至5.35%，創下2007年6月以來近19年新高； $美國10年期國債收益率(US10Y.BOND)$ 收益率同步升至4.93%，為2023年11月以來最高水平。CME「聯儲局觀察」顯示，聯儲局9月加息概率已從數據公佈前的60.2%飆升至71.3%！[Facepalm] 而9月是否會加息，核心的關鍵在於今夜的CPI數據能否降溫預期！那麼作為投資者我們該如何在波動中做到攻守兼備？[YoYo] 一、美股全線殺跌的三大核心原因 🔸 原因一：PPI超預期，通脹「幽靈」再度歸來 美國勞工統計局數據顯示，8月PPI同比上漲5.4%，高於市場預期的5.3%，較前值4.7%明顯提速；環比上漲0.4%，符合預期。核心PPI同比上漲4.6%，同樣高於前值4.2%。 PPI作為衡量生產端價格壓力的先行指標，其同","images":[{"img":"https://community-static.tradeup.com/news/e2d138efd9d8b959e310a0c04cc1f324"},{"img":"https://community-static.tradeup.com/news/cd782380429cffe5393fa48ec580b9b0"},{"img":"https://community-static.tradeup.com/news/81744756451cac6d7f43640b33ec0e87"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/606461928968336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382449730704,"gmtCreate":1789305822941,"gmtModify":1789305825719,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"amazon","listText":"amazon","text":"amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382449730704","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":607382851237136,"gmtCreate":1789305805812,"gmtModify":1789305808599,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"jpyusd","listText":"jpyusd","text":"jpyusd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607382851237136","repostId":"606618811170840","repostType":1,"repost":{"id":606618811170840,"gmtCreate":1789108778936,"gmtModify":1789118400068,"author":{"id":"4134020005550552","authorId":"4134020005550552","name":"愛吃辣的小老虎","avatar":"https://community-static.tradeup.com/news/9ad2466c67d5dffe9ad61a7ccc0342a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134020005550552","authorIdStr":"4134020005550552"},"themes":[],"title":"【🎁有獎話題】貝森特吹高日元反失守美債！莊家論為何越幫越忙？","htmlText":"小虎們，北京時間今晚20:30公佈的美國消費者價格指數（CPI）報告，可能直接影響聯儲局下週的利率決定。而在CPI前夜，油價和美債價格同步走高，貝森特此前的莊家論是否幫了倒忙呢？ CPI前夜：美債先出手了！ 在昨日收升逾2%至4.944%後， <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 再度走高，觸及4.70%，這是自2023年11月以來首次正式突破4.90%，較美伊戰事爆發前上升95個點子，有分析師預計下週就會正式超過5%，屆時美國政府和消費者的借貸成本都將飆升。 目前美國房地產市場實際上已經凍結，美國購房者放棄購房的比例達到了2023年以來的最高水平。債券市場正在與美國財政部展開一場激烈的博弈。「請做好迎接動盪的第四季度的準備。」有分析師在給客戶的郵件中寫道。 美國財長貝森特本週接連出手，先是高調警告市場不要沽空日元，日元隨即走強；<a href=\"https://ttm.financial/S/USDJPY.FOREX\">$美元/日元(USDJPY.FOREX)$</a> 自從上週開始接連下挫，兩週累計跌超3%；隨後宣佈將單次國債回購上線提升至60億美元，較上月原定規模翻了三倍，試圖押注長端收益率，結果都大幅不如他的預期：日元走強衝擊套息交易，美債收益率走高壓制估值。 此前貝森特只透露回購規模可能會突破40億美元，華爾街則預期單次操作上限可能會達到100億美元，但從目前美債收益率走勢來看，市場對於60億這個數字表示失望，有分析師更形象地將這次操作形容為「豌豆射手對抗坦克」！ 此外，財政部此前以4.834%的收益率拍賣了390億美元10年期國債，創下該期限拍賣歷史最高收益率紀錄！「財政部就像是製造了一頭猛獸，現在只能不斷投喂。未來如何控制這一局面，還在早期討論階段，","listText":"小虎們，北京時間今晚20:30公佈的美國消費者價格指數（CPI）報告，可能直接影響聯儲局下週的利率決定。而在CPI前夜，油價和美債價格同步走高，貝森特此前的莊家論是否幫了倒忙呢？ CPI前夜：美債先出手了！ 在昨日收升逾2%至4.944%後， <a href=\"https://ttm.financial/S/US10Y.BOND\">$美國10年期國債收益率(US10Y.BOND)$</a> 再度走高，觸及4.70%，這是自2023年11月以來首次正式突破4.90%，較美伊戰事爆發前上升95個點子，有分析師預計下週就會正式超過5%，屆時美國政府和消費者的借貸成本都將飆升。 目前美國房地產市場實際上已經凍結，美國購房者放棄購房的比例達到了2023年以來的最高水平。債券市場正在與美國財政部展開一場激烈的博弈。「請做好迎接動盪的第四季度的準備。」有分析師在給客戶的郵件中寫道。 美國財長貝森特本週接連出手，先是高調警告市場不要沽空日元，日元隨即走強；<a href=\"https://ttm.financial/S/USDJPY.FOREX\">$美元/日元(USDJPY.FOREX)$</a> 自從上週開始接連下挫，兩週累計跌超3%；隨後宣佈將單次國債回購上線提升至60億美元，較上月原定規模翻了三倍，試圖押注長端收益率，結果都大幅不如他的預期：日元走強衝擊套息交易，美債收益率走高壓制估值。 此前貝森特只透露回購規模可能會突破40億美元，華爾街則預期單次操作上限可能會達到100億美元，但從目前美債收益率走勢來看，市場對於60億這個數字表示失望，有分析師更形象地將這次操作形容為「豌豆射手對抗坦克」！ 此外，財政部此前以4.834%的收益率拍賣了390億美元10年期國債，創下該期限拍賣歷史最高收益率紀錄！「財政部就像是製造了一頭猛獸，現在只能不斷投喂。未來如何控制這一局面，還在早期討論階段，","text":"小虎們，北京時間今晚20:30公佈的美國消費者價格指數（CPI）報告，可能直接影響聯儲局下週的利率決定。而在CPI前夜，油價和美債價格同步走高，貝森特此前的莊家論是否幫了倒忙呢？ CPI前夜：美債先出手了！ 在昨日收升逾2%至4.944%後， $美國10年期國債收益率(US10Y.BOND)$ 再度走高，觸及4.70%，這是自2023年11月以來首次正式突破4.90%，較美伊戰事爆發前上升95個點子，有分析師預計下週就會正式超過5%，屆時美國政府和消費者的借貸成本都將飆升。 目前美國房地產市場實際上已經凍結，美國購房者放棄購房的比例達到了2023年以來的最高水平。債券市場正在與美國財政部展開一場激烈的博弈。「請做好迎接動盪的第四季度的準備。」有分析師在給客戶的郵件中寫道。 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