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非一般股民
07-09 21:43
ram
@ETF唔係ET虎:【🎁有獎話題】全球存儲芯片暴跌,但新型記憶體ETF紛紛出動,挑戰失控的DRAM價格?
非一般股民
07-09 21:42
$恆生指數(HSI)$
hsi
@期貨茄哩虎:【🎁有獎話題】港股市場接連反彈!今輪升浪能否持續?
非一般股民
07-08 22:58
hsi
@ETF唔係ET虎:【💡熱點解讀】港股7月能否翻身?美股AI高波動下,香港資產重新被看見?
非一般股民
07-08 22:58
tsla
@虎港通:【🎁有獎話題】SpaceX入納指、芯片暴跌,AI資金正在重新洗牌?
非一般股民
07-07 20:21
ai
@愛吃辣的小老虎:【🎁有獎話題】「韜定律」V2來襲:從理論到硅片實證,AI資本開支的「新錨」正在形成?
非一般股民
07-07 20:21
hsi
非一般股民
07-07 20:21
Sh
@虎港通:【🎁有獎話題】三星Q2業績超預期,股價照跌,韓股芯片散水?
非一般股民
07-07 20:21
BTC
@Crypto加密虎:【🎁有獎話題】BTC暫時跑贏黃金等資產!今年幣市點解跌個不停?
非一般股民
07-06
tsla
@愛吃辣的小老虎:【🎁有獎話題】Tesla努力擺脫傳統新能源汽車標籤,但已被SpaceX完全虹吸?
非一般股民
07-06
AI SH
非一般股民
07-06
$海清智元(01392)$
非一般股民
07-06
$來福諧波(03952)$
非一般股民
07-06
HSI
非一般股民
07-06
MSTR
@期權叻叻虎:【🎁期權掘金】中東局勢緩和,微軟多張末日Call單狂飆逾700%,MSTR卻遭一Put單押注續跌?
非一般股民
07-06
korea
@虎港通:【🎁有獎話題】SK海力士赴美上市,能否打破「韓國折價」?
非一般股民
07-06
visa
@Crypto加密虎:【🎁有獎話題】Visa聯手過百間機構佈局穩定幣!Circle暴跌逾17%!係市場反應過度,定係危機來臨?
非一般股民
07-05
why
@虎港通:【🎁有獎話題】Meta出售算力殺入雲計算,卻重挫美股雲服務芯片股?恐AI格局生變?
非一般股民
07-05
hsi
@虎港通:【🎁有獎話題】Tesla Optimus產線就位、宇樹IPO獲批,港股產業鏈全面爆發!人形機器人量產元年來了?
非一般股民
06-29
$海清智元(01392)$
非一般股民
06-29
AI
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<a href=\"https://ttm.financial/S/SSNLF\">$三星電子(SSNLF)$</a> 交出炸裂業績,週五 <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 即將上市的檔口![Cool] 由於此前DRAM價格的失控,目前全球公司正在紛紛推出新型記憶體ETF![666] 例如KMEM強烈傾向SK,海力士,DISK押注Flash等![Thinking] 那麼在這個全球存儲芯片暴跌之際,全球基金公司卻紛紛推出相應的記憶體ETF,你看好哪些相關ETF呢?[YoYo] 美股盤前漲跌不一 一、DRAM ETF為何能引爆市場? <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 的成功並非偶然。在它誕生之前,美國投資者很難直接參與記憶體領域, <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 和三星這兩大巨頭並未在美國上市(SK海力士本週五才登陸納斯達克),投資者只能通過 <a href=\"https://ttm.financial/S/EWY\">$韓國ETF-iShares MSCI(EWY)$</a> 等韓國基金間接持有,而這些基金還包含了大量不相關的股票。DRAM ETF提供了一個純粹的記憶體投資工具,恰好踩中了AI存儲超級週期的風口。 其持倉高度集中於HBM三大巨頭, <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 、三星和 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 合計佔據基金約四分之三的倉位。這","listText":"小虎們,在 <a href=\"https://ttm.financial/S/SSNLF\">$三星電子(SSNLF)$</a> 交出炸裂業績,週五 <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 即將上市的檔口![Cool] 由於此前DRAM價格的失控,目前全球公司正在紛紛推出新型記憶體ETF![666] 例如KMEM強烈傾向SK,海力士,DISK押注Flash等![Thinking] 那麼在這個全球存儲芯片暴跌之際,全球基金公司卻紛紛推出相應的記憶體ETF,你看好哪些相關ETF呢?[YoYo] 美股盤前漲跌不一 一、DRAM ETF為何能引爆市場? <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 的成功並非偶然。在它誕生之前,美國投資者很難直接參與記憶體領域, <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 和三星這兩大巨頭並未在美國上市(SK海力士本週五才登陸納斯達克),投資者只能通過 <a href=\"https://ttm.financial/S/EWY\">$韓國ETF-iShares MSCI(EWY)$</a> 等韓國基金間接持有,而這些基金還包含了大量不相關的股票。DRAM ETF提供了一個純粹的記憶體投資工具,恰好踩中了AI存儲超級週期的風口。 其持倉高度集中於HBM三大巨頭, <a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a> 、三星和 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 合計佔據基金約四分之三的倉位。這","text":"小虎們,在 $三星電子(SSNLF)$ 交出炸裂業績,週五 $SK海力士(SKHY)$ 即將上市的檔口![Cool] 由於此前DRAM價格的失控,目前全球公司正在紛紛推出新型記憶體ETF![666] 例如KMEM強烈傾向SK,海力士,DISK押注Flash等![Thinking] 那麼在這個全球存儲芯片暴跌之際,全球基金公司卻紛紛推出相應的記憶體ETF,你看好哪些相關ETF呢?[YoYo] 美股盤前漲跌不一 一、DRAM ETF為何能引爆市場? $Roundhill Memory ETF(DRAM)$ 的成功並非偶然。在它誕生之前,美國投資者很難直接參與記憶體領域, $SK海力士(SKHY)$ 和三星這兩大巨頭並未在美國上市(SK海力士本週五才登陸納斯達克),投資者只能通過 $韓國ETF-iShares MSCI(EWY)$ 等韓國基金間接持有,而這些基金還包含了大量不相關的股票。DRAM ETF提供了一個純粹的記憶體投資工具,恰好踩中了AI存儲超級週期的風口。 其持倉高度集中於HBM三大巨頭, $SK海力士(SKHY)$ 、三星和 $美光科技(MU)$ 合計佔據基金約四分之三的倉位。這","images":[{"img":"https://community-static.tradeup.com/news/d046746cd9f78934da72742c5d248f25"},{"img":"https://community-static.tradeup.com/news/f2858bd7d0041239442161ccaacd9b26"},{"img":"https://community-static.tradeup.com/news/ff7e54aa9f31fbe83775297e79ca951d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583887161790584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583984447214800,"gmtCreate":1783604571756,"gmtModify":1783604574840,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HSI\"> $恆生指數(HSI)$ </a>hsi","listText":"<a href=\"https://ttm.financial/S/HSI\"> $恆生指數(HSI)$ </a>hsi","text":"$恆生指數(HSI)$ hsi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583984447214800","repostId":"583869673418832","repostType":1,"repost":{"id":583869673418832,"gmtCreate":1783582028600,"gmtModify":1783587600305,"author":{"id":"4151580619366202","authorId":"4151580619366202","name":"期貨茄哩虎","avatar":"https://community-static.tradeup.com/news/863aa604a275b440856f87fa5deadb8c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4151580619366202","idStr":"4151580619366202"},"themes":[],"title":"【🎁有獎話題】港股市場接連反彈!今輪升浪能否持續?","htmlText":"各位小虎們好呀!在三星超預期財報落地後,美股、日韓股市接連下跌,但是港股恆生指數以及期貨表現強勁,在經歷了上半年低迷後,下半年能否逆襲呢?一起來看看吧~~~ AI交易風向改變? 一週前,韓國基準指數KOSPI憑藉101%的升幅,拿下全球第一牛市的冠軍。而一週後,韓國股市接連大跌,還一度因暴跌觸發全面熔斷。 7月7日,韓國股市迎來了本年度第六次因暴跌觸發的全面熔斷。所謂全面熔斷,就是指暴漲或者暴跌達到8%且持續超過1分鐘,將暫停所有股票、期權、期貨交易20分鐘。自1998年引入該機制以來,總共發生過12次熔斷,都是因暴跌引起。 昨日該指數繼續暴跌超5%,有分析師表示,當一個市場從歷史高點下跌20%,就將觸發技術性牛市,這也是韓國股市自6月19日創下歷史新高以來上演的劇情。除了韓股外,美股市場本週也在高位震盪。其中費城半導體連續4個交易日跌幅近14%,英偉達、AMD、閃迪、西部數據等熱門大牛股跌幅均超6%。 韓國股市接連暴跌 圖源:新浪財經 原本大家以為港股恆生指數在上週一度跌破23000點後,本週受到美股、日韓股市的影響可能會繼續下挫,但是港股市場上演逆風反彈! 昨日港股三大指數高開,恆生指數重返24000點上方,恆生科技指數盤中一度升近6%。截至收盤,恆生指數收漲2.99%至24199點;國企指數收漲4.04%至8084.22點,恆生科技指數收漲4.97%至4731點,創下今年上半年以來的最大升幅。 從板塊來看,軟件服務、零售等反彈幅度明顯,科網股依舊是反彈急先鋒,其中智譜在昨日收升逾13%後,今日盤中一度再升20%;阿里巴巴昨日收升逾12%後,今日盤中一度升超4%,創下2025年9月以來的最大單日升幅,市值重回2萬億港元以上;小米集團昨日收升逾9%,快手升超8%,百度升超6%,京東、騰訊、美團均有所上升。 根據花旗報告,該行分析師將阿里巴巴2027財年Q1(截至2026年","listText":"各位小虎們好呀!在三星超預期財報落地後,美股、日韓股市接連下跌,但是港股恆生指數以及期貨表現強勁,在經歷了上半年低迷後,下半年能否逆襲呢?一起來看看吧~~~ AI交易風向改變? 一週前,韓國基準指數KOSPI憑藉101%的升幅,拿下全球第一牛市的冠軍。而一週後,韓國股市接連大跌,還一度因暴跌觸發全面熔斷。 7月7日,韓國股市迎來了本年度第六次因暴跌觸發的全面熔斷。所謂全面熔斷,就是指暴漲或者暴跌達到8%且持續超過1分鐘,將暫停所有股票、期權、期貨交易20分鐘。自1998年引入該機制以來,總共發生過12次熔斷,都是因暴跌引起。 昨日該指數繼續暴跌超5%,有分析師表示,當一個市場從歷史高點下跌20%,就將觸發技術性牛市,這也是韓國股市自6月19日創下歷史新高以來上演的劇情。除了韓股外,美股市場本週也在高位震盪。其中費城半導體連續4個交易日跌幅近14%,英偉達、AMD、閃迪、西部數據等熱門大牛股跌幅均超6%。 韓國股市接連暴跌 圖源:新浪財經 原本大家以為港股恆生指數在上週一度跌破23000點後,本週受到美股、日韓股市的影響可能會繼續下挫,但是港股市場上演逆風反彈! 昨日港股三大指數高開,恆生指數重返24000點上方,恆生科技指數盤中一度升近6%。截至收盤,恆生指數收漲2.99%至24199點;國企指數收漲4.04%至8084.22點,恆生科技指數收漲4.97%至4731點,創下今年上半年以來的最大升幅。 從板塊來看,軟件服務、零售等反彈幅度明顯,科網股依舊是反彈急先鋒,其中智譜在昨日收升逾13%後,今日盤中一度再升20%;阿里巴巴昨日收升逾12%後,今日盤中一度升超4%,創下2025年9月以來的最大單日升幅,市值重回2萬億港元以上;小米集團昨日收升逾9%,快手升超8%,百度升超6%,京東、騰訊、美團均有所上升。 根據花旗報告,該行分析師將阿里巴巴2027財年Q1(截至2026年","text":"各位小虎們好呀!在三星超預期財報落地後,美股、日韓股市接連下跌,但是港股恆生指數以及期貨表現強勁,在經歷了上半年低迷後,下半年能否逆襲呢?一起來看看吧~~~ AI交易風向改變? 一週前,韓國基準指數KOSPI憑藉101%的升幅,拿下全球第一牛市的冠軍。而一週後,韓國股市接連大跌,還一度因暴跌觸發全面熔斷。 7月7日,韓國股市迎來了本年度第六次因暴跌觸發的全面熔斷。所謂全面熔斷,就是指暴漲或者暴跌達到8%且持續超過1分鐘,將暫停所有股票、期權、期貨交易20分鐘。自1998年引入該機制以來,總共發生過12次熔斷,都是因暴跌引起。 昨日該指數繼續暴跌超5%,有分析師表示,當一個市場從歷史高點下跌20%,就將觸發技術性牛市,這也是韓國股市自6月19日創下歷史新高以來上演的劇情。除了韓股外,美股市場本週也在高位震盪。其中費城半導體連續4個交易日跌幅近14%,英偉達、AMD、閃迪、西部數據等熱門大牛股跌幅均超6%。 韓國股市接連暴跌 圖源:新浪財經 原本大家以為港股恆生指數在上週一度跌破23000點後,本週受到美股、日韓股市的影響可能會繼續下挫,但是港股市場上演逆風反彈! 昨日港股三大指數高開,恆生指數重返24000點上方,恆生科技指數盤中一度升近6%。截至收盤,恆生指數收漲2.99%至24199點;國企指數收漲4.04%至8084.22點,恆生科技指數收漲4.97%至4731點,創下今年上半年以來的最大升幅。 從板塊來看,軟件服務、零售等反彈幅度明顯,科網股依舊是反彈急先鋒,其中智譜在昨日收升逾13%後,今日盤中一度再升20%;阿里巴巴昨日收升逾12%後,今日盤中一度升超4%,創下2025年9月以來的最大單日升幅,市值重回2萬億港元以上;小米集團昨日收升逾9%,快手升超8%,百度升超6%,京東、騰訊、美團均有所上升。 根據花旗報告,該行分析師將阿里巴巴2027財年Q1(截至2026年","images":[{"img":"https://community-static.tradeup.com/news/456ec281b72886551543266d6168dc43"},{"img":"https://community-static.tradeup.com/news/f295024bb6e01af911bb9df3f52cad4d"},{"img":"https://community-static.tradeup.com/news/4ff1b7a3cddcb691ab5e7ad25c60b09d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583869673418832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583649548038328,"gmtCreate":1783522732995,"gmtModify":1783522735919,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"hsi","listText":"hsi","text":"hsi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583649548038328","repostId":"583520745705592","repostType":1,"repost":{"id":583520745705592,"gmtCreate":1783491876495,"gmtModify":1783508400206,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142573913947612","idStr":"4142573913947612"},"themes":[],"title":"【💡熱點解讀】港股7月能否翻身?美股AI高波動下,香港資產重新被看見?","htmlText":"過去半年,美股AI是全球資金最擁擠的交易主線。市場願意給 <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$</a> 、 <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 、 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 等熱門科技股更高估值,買的是未來AI收入、算力需求和現金流增長。但當波動開始放大,資金自然會重新計算風險回報。港股科技股估值較低、位置相對落後,一旦反彈,市場便會重新比較:美股AI是否已經反映太多樂觀預期?港股科技是否仍有估值修復空間? 一、 港股不是全面大升,而是科技股先有資金迴流 7 月初,港股大市只是輕微企穩, <a href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 收報 23,633.26 點,升 0.07%;但 <a href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a> 相關代理資產 <a href=\"https://ttm.financial/S/03033\">$南方恆生科技(03033)$</a> 升1.72%,明顯跑贏大市。這個分化很重要:資金並不是全面迴流港股,而是先集中在科技板塊尋找修復機會。對香港投資者而言,真正要看的不是恆指單日升跌,而是 <a href=\"https://ttm.financial/S/03690\">$美團-W(03690)$</a> 、 <a href=\"https://ttm.financial/S/00700\">$騰</a>","listText":"過去半年,美股AI是全球資金最擁擠的交易主線。市場願意給 <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$</a> 、 <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 、 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 等熱門科技股更高估值,買的是未來AI收入、算力需求和現金流增長。但當波動開始放大,資金自然會重新計算風險回報。港股科技股估值較低、位置相對落後,一旦反彈,市場便會重新比較:美股AI是否已經反映太多樂觀預期?港股科技是否仍有估值修復空間? 一、 港股不是全面大升,而是科技股先有資金迴流 7 月初,港股大市只是輕微企穩, <a href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 收報 23,633.26 點,升 0.07%;但 <a href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a> 相關代理資產 <a href=\"https://ttm.financial/S/03033\">$南方恆生科技(03033)$</a> 升1.72%,明顯跑贏大市。這個分化很重要:資金並不是全面迴流港股,而是先集中在科技板塊尋找修復機會。對香港投資者而言,真正要看的不是恆指單日升跌,而是 <a href=\"https://ttm.financial/S/03690\">$美團-W(03690)$</a> 、 <a href=\"https://ttm.financial/S/00700\">$騰</a>","text":"過去半年,美股AI是全球資金最擁擠的交易主線。市場願意給 $特斯拉(TSLA)$ 、 $美國超微公司(AMD)$ 、 $英偉達(NVDA)$ 、 $美光科技(MU)$ 等熱門科技股更高估值,買的是未來AI收入、算力需求和現金流增長。但當波動開始放大,資金自然會重新計算風險回報。港股科技股估值較低、位置相對落後,一旦反彈,市場便會重新比較:美股AI是否已經反映太多樂觀預期?港股科技是否仍有估值修復空間? 一、 港股不是全面大升,而是科技股先有資金迴流 7 月初,港股大市只是輕微企穩, $恆生指數(HSI)$ 收報 23,633.26 點,升 0.07%;但 $恆生科技指數(HSTECH)$ 相關代理資產 $南方恆生科技(03033)$ 升1.72%,明顯跑贏大市。這個分化很重要:資金並不是全面迴流港股,而是先集中在科技板塊尋找修復機會。對香港投資者而言,真正要看的不是恆指單日升跌,而是 $美團-W(03690)$ 、 $騰","images":[{"img":"https://community-static.tradeup.com/news/3767227dfd0fc7a991bec3613efbb993"},{"img":"https://community-static.tradeup.com/news/83ed29f6a7406ae99cea5b97bb259130"},{"img":"https://community-static.tradeup.com/news/83a120220244d9b9ac3d11383b6db29d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583520745705592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583649445499712,"gmtCreate":1783522723121,"gmtModify":1783522726091,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"tsla","listText":"tsla","text":"tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583649445499712","repostId":"583523895881824","repostType":1,"repost":{"id":583523895881824,"gmtCreate":1783492670665,"gmtModify":1783500000283,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】SpaceX入納指、芯片暴跌,AI資金正在重新洗牌?","htmlText":"小虎們好呀,2026年7月7日,埃隆·馬斯克旗下的 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 正式加入 <a target=\"_blank\" href=\"https://ttm.financial/S/NDX\">$納斯達克100指數(NDX)$</a>。 這家6月12日才以史上最大規模IPO上市的火箭與衛星巨頭,僅用約15個交易日就完成指數納入,創下大型新股最快入榜紀錄。 然而,市場反應並非一面倒的狂歡。 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>當日股價反而大跌6.83%,報149.47美元,盤中最低下探至149.09美元,創上市以來新低,跌破首日開盤價150美元;與此同時,存儲芯片板塊全線暴跌—— <a target=\"_blank\" href=\"https://ttm.financial/S/SSNLF\">$三星電子(SSNLF)$</a>大跌近7%、 <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a>跌超6%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a>、 <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a>、 <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$西部數據(WDC)$</a> 盤前跌超6%。被動資金的「狂潮」與半導體板塊","listText":"小虎們好呀,2026年7月7日,埃隆·馬斯克旗下的 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> 正式加入 <a target=\"_blank\" href=\"https://ttm.financial/S/NDX\">$納斯達克100指數(NDX)$</a>。 這家6月12日才以史上最大規模IPO上市的火箭與衛星巨頭,僅用約15個交易日就完成指數納入,創下大型新股最快入榜紀錄。 然而,市場反應並非一面倒的狂歡。 <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a>當日股價反而大跌6.83%,報149.47美元,盤中最低下探至149.09美元,創上市以來新低,跌破首日開盤價150美元;與此同時,存儲芯片板塊全線暴跌—— <a target=\"_blank\" href=\"https://ttm.financial/S/SSNLF\">$三星電子(SSNLF)$</a>大跌近7%、 <a target=\"_blank\" href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a>跌超6%, <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a>、 <a target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a>、 <a target=\"_blank\" href=\"https://ttm.financial/S/WDC\">$西部數據(WDC)$</a> 盤前跌超6%。被動資金的「狂潮」與半導體板塊","text":"小虎們好呀,2026年7月7日,埃隆·馬斯克旗下的 $SpaceX(SPCX)$ 正式加入 $納斯達克100指數(NDX)$。 這家6月12日才以史上最大規模IPO上市的火箭與衛星巨頭,僅用約15個交易日就完成指數納入,創下大型新股最快入榜紀錄。 然而,市場反應並非一面倒的狂歡。 $SpaceX(SPCX)$當日股價反而大跌6.83%,報149.47美元,盤中最低下探至149.09美元,創上市以來新低,跌破首日開盤價150美元;與此同時,存儲芯片板塊全線暴跌—— $三星電子(SSNLF)$大跌近7%、 $SK海力士(SKHY)$跌超6%, $美光科技(MU)$、 $閃迪(SNDK)$、 $西部數據(WDC)$ 盤前跌超6%。被動資金的「狂潮」與半導體板塊","images":[{"img":"https://community-static.tradeup.com/news/08c349b0f85bc6440f0cc41dabd1be0f"},{"img":"https://community-static.tradeup.com/news/2460d42a04e9d3a779edb4de70b189ce"},{"img":"https://community-static.tradeup.com/news/6d593c481888dca730cd5e11fa0c6146"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583523895881824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583256871146280,"gmtCreate":1783426883116,"gmtModify":1783426886000,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ai","listText":"ai","text":"ai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583256871146280","repostId":"582878372913184","repostType":1,"repost":{"id":582878372913184,"gmtCreate":1783334969624,"gmtModify":1783344600124,"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,"authorIdStr":"4134020005550552","idStr":"4134020005550552"},"themes":[],"title":"【🎁有獎話題】「韜定律」V2來襲:從理論到硅片實證,AI資本開支的「新錨」正在形成?","htmlText":"小虎們好~ 7月3日,華為董事、半導體業務總裁何庭波在中國科學院科技論文預發布平臺ChinaXiv正式上線《面向多層級電子系統的時間縮微理論》V2版本。這是該理論自5月25日首次公開發布以來的首次重大版本更新。[Smart] 一篇專業論文的更新如此受關注,是因為V2版本完成了從「思想綱領」到「硅片實證」的關鍵跨越——這不再是一個學術概念,而是一條已經被量產芯片驗證過的產業路徑。 一、什麼是「韜定律」?從「幾何縮微」到「時間縮微」 「韜(τ)定律」是華為提出的半導體與電子系統演進的新指導原則。 τ是希臘字母,在電路理論中代表時間常數——信號從一種狀態切換到另一種狀態所需的時間。τ越小,電路切換越快、系統效率越高。 摩爾定律的核心是「幾何縮微」——把晶體管越做越小。而韜定律的核心是「時間縮微」——不再單純依賴縮小晶體管尺寸,而是通過系統性降低時間常數τ,持續壓縮芯片內部信號的傳播時延,從而實現晶體管密度和系統性能的不斷提升。 具體路徑包括邏輯摺疊(Logic Folding)、三維堆疊、先進封裝等系統級架構創新,在晶體管、電路、芯片、系統四個層面持續壓縮信號傳輸延遲。 這是中國首次在全球半導體領域提出具有普遍指導意義的產業演進原則,標誌著中國從「規則接受者」向「規則制定者」的角色轉變。 (摩爾定律 vs 新縮微理論對比圖) 二、V2升級了什麼?爲什麼這麼受關注? (昇騰/Ascend芯片架構圖) 如果說5月的V1版本是「拋出理念框架」,那麼V2版本就是一次硬核的「交作業」。但對於投資者來說,不必糾結於技術細節,只需抓住三個核心要點: 要點一:同樣製程,性能躍升一至兩代 以往行業慣例是「換製程=換性能」——從7nm到5nm,晶體管密度提升約30%-40%,通常需要2至3年。但麒麟2026用同一製程節點,僅通過架構重構,就實現了晶體管密度提升55%、等性能功耗降低41%。 對投資者","listText":"小虎們好~ 7月3日,華為董事、半導體業務總裁何庭波在中國科學院科技論文預發布平臺ChinaXiv正式上線《面向多層級電子系統的時間縮微理論》V2版本。這是該理論自5月25日首次公開發布以來的首次重大版本更新。[Smart] 一篇專業論文的更新如此受關注,是因為V2版本完成了從「思想綱領」到「硅片實證」的關鍵跨越——這不再是一個學術概念,而是一條已經被量產芯片驗證過的產業路徑。 一、什麼是「韜定律」?從「幾何縮微」到「時間縮微」 「韜(τ)定律」是華為提出的半導體與電子系統演進的新指導原則。 τ是希臘字母,在電路理論中代表時間常數——信號從一種狀態切換到另一種狀態所需的時間。τ越小,電路切換越快、系統效率越高。 摩爾定律的核心是「幾何縮微」——把晶體管越做越小。而韜定律的核心是「時間縮微」——不再單純依賴縮小晶體管尺寸,而是通過系統性降低時間常數τ,持續壓縮芯片內部信號的傳播時延,從而實現晶體管密度和系統性能的不斷提升。 具體路徑包括邏輯摺疊(Logic Folding)、三維堆疊、先進封裝等系統級架構創新,在晶體管、電路、芯片、系統四個層面持續壓縮信號傳輸延遲。 這是中國首次在全球半導體領域提出具有普遍指導意義的產業演進原則,標誌著中國從「規則接受者」向「規則制定者」的角色轉變。 (摩爾定律 vs 新縮微理論對比圖) 二、V2升級了什麼?爲什麼這麼受關注? (昇騰/Ascend芯片架構圖) 如果說5月的V1版本是「拋出理念框架」,那麼V2版本就是一次硬核的「交作業」。但對於投資者來說,不必糾結於技術細節,只需抓住三個核心要點: 要點一:同樣製程,性能躍升一至兩代 以往行業慣例是「換製程=換性能」——從7nm到5nm,晶體管密度提升約30%-40%,通常需要2至3年。但麒麟2026用同一製程節點,僅通過架構重構,就實現了晶體管密度提升55%、等性能功耗降低41%。 對投資者","text":"小虎們好~ 7月3日,華為董事、半導體業務總裁何庭波在中國科學院科技論文預發布平臺ChinaXiv正式上線《面向多層級電子系統的時間縮微理論》V2版本。這是該理論自5月25日首次公開發布以來的首次重大版本更新。[Smart] 一篇專業論文的更新如此受關注,是因為V2版本完成了從「思想綱領」到「硅片實證」的關鍵跨越——這不再是一個學術概念,而是一條已經被量產芯片驗證過的產業路徑。 一、什麼是「韜定律」?從「幾何縮微」到「時間縮微」 「韜(τ)定律」是華為提出的半導體與電子系統演進的新指導原則。 τ是希臘字母,在電路理論中代表時間常數——信號從一種狀態切換到另一種狀態所需的時間。τ越小,電路切換越快、系統效率越高。 摩爾定律的核心是「幾何縮微」——把晶體管越做越小。而韜定律的核心是「時間縮微」——不再單純依賴縮小晶體管尺寸,而是通過系統性降低時間常數τ,持續壓縮芯片內部信號的傳播時延,從而實現晶體管密度和系統性能的不斷提升。 具體路徑包括邏輯摺疊(Logic Folding)、三維堆疊、先進封裝等系統級架構創新,在晶體管、電路、芯片、系統四個層面持續壓縮信號傳輸延遲。 這是中國首次在全球半導體領域提出具有普遍指導意義的產業演進原則,標誌著中國從「規則接受者」向「規則制定者」的角色轉變。 (摩爾定律 vs 新縮微理論對比圖) 二、V2升級了什麼?爲什麼這麼受關注? (昇騰/Ascend芯片架構圖) 如果說5月的V1版本是「拋出理念框架」,那麼V2版本就是一次硬核的「交作業」。但對於投資者來說,不必糾結於技術細節,只需抓住三個核心要點: 要點一:同樣製程,性能躍升一至兩代 以往行業慣例是「換製程=換性能」——從7nm到5nm,晶體管密度提升約30%-40%,通常需要2至3年。但麒麟2026用同一製程節點,僅通過架構重構,就實現了晶體管密度提升55%、等性能功耗降低41%。 對投資者","images":[{"img":"https://community-static.tradeup.com/news/ddfc323140602e8d660736095cce28e8"},{"img":"https://community-static.tradeup.com/news/6a9655a6a1a14808b3fff8bf108f4ac2"},{"img":"https://community-static.tradeup.com/news/049155c30d9dc240e2758a3751638dc5"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582878372913184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583257127777704,"gmtCreate":1783426872240,"gmtModify":1783426874981,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"hsi","listText":"hsi","text":"hsi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583257127777704","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583269189083496,"gmtCreate":1783426866958,"gmtModify":1783426869269,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"Sh","listText":"Sh","text":"Sh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583269189083496","repostId":"583172644855928","repostType":1,"repost":{"id":583172644855928,"gmtCreate":1783406890936,"gmtModify":1783415400262,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】三星Q2業績超預期,股價照跌,韓股芯片散水?","htmlText":"小虎們好呀,2026年7月7日,三星電子發布2026年第二季度初步財報,營業利潤達到89.4萬億韓元(約合580億美元),按年暴增約18-19倍,遠超市場此前84-87萬億韓元的預期;營收接近或略超171萬億韓元水平,連續第三個季度刷新歷史紀錄。 然而,財報發布後股價卻出現明顯回調,盤後及隔夜交易中下跌約4-5%,今日跌幅達到7%。這一「利好出盡」的反應,迅速引發市場對存儲芯片板塊是否已見頂的激烈討論,尤其在韓股存儲龍頭——三星電子(005930.KR)和SK海力士——持續大漲後。 一、從傳統內存週期到AI結構性牛市 (來源:網絡) 存儲芯片(DRAM與NAND Flash)歷來是半導體產業中最具週期性的子板塊。過去幾十年,行業呈現典型的「暴漲暴跌」特徵:需求旺盛時價格飆升、產能擴張導致過剩、價格崩盤,企業鉅虧;隨後產能出清、需求回暖,再次啓動新週期。 然而,2023年以來由生成式AI引發的需求,與以往消費電子、PC或智能手機驅動的週期有本質不同。AI訓練與推理對高帶寬內存(HBM)以及高性能DRAM/NAND的需求呈指數級增長,且具有持續性與確定性。超大規模雲廠商(Hyperscalers)2026年合計資本開支預計達6000-7650億美元左右,內存相關支出佔比已從2024年的約8%快速提升至30%左右。 這一結構性轉變,讓三星電子與SK海力士成為全球資本市場的焦點。2026年上半年,兩家公司股價累計漲幅驚人,市值均突破萬億美元。AI內存超級週期正處於從「暴漲期」向「高增長兌現期」的關鍵過渡階段。 二、三星電子Q2 2026初步業績拆解 (三星城——三星的信息技術和電子中心) 業績概覽: 指標 2026年Q2初步 同比變化 市場預期 營收 171萬億韓元 1.29 169.2萬億韓元 營業利潤 89.4萬億韓元 18.1 84.2萬億韓元 根據三","listText":"小虎們好呀,2026年7月7日,三星電子發布2026年第二季度初步財報,營業利潤達到89.4萬億韓元(約合580億美元),按年暴增約18-19倍,遠超市場此前84-87萬億韓元的預期;營收接近或略超171萬億韓元水平,連續第三個季度刷新歷史紀錄。 然而,財報發布後股價卻出現明顯回調,盤後及隔夜交易中下跌約4-5%,今日跌幅達到7%。這一「利好出盡」的反應,迅速引發市場對存儲芯片板塊是否已見頂的激烈討論,尤其在韓股存儲龍頭——三星電子(005930.KR)和SK海力士——持續大漲後。 一、從傳統內存週期到AI結構性牛市 (來源:網絡) 存儲芯片(DRAM與NAND Flash)歷來是半導體產業中最具週期性的子板塊。過去幾十年,行業呈現典型的「暴漲暴跌」特徵:需求旺盛時價格飆升、產能擴張導致過剩、價格崩盤,企業鉅虧;隨後產能出清、需求回暖,再次啓動新週期。 然而,2023年以來由生成式AI引發的需求,與以往消費電子、PC或智能手機驅動的週期有本質不同。AI訓練與推理對高帶寬內存(HBM)以及高性能DRAM/NAND的需求呈指數級增長,且具有持續性與確定性。超大規模雲廠商(Hyperscalers)2026年合計資本開支預計達6000-7650億美元左右,內存相關支出佔比已從2024年的約8%快速提升至30%左右。 這一結構性轉變,讓三星電子與SK海力士成為全球資本市場的焦點。2026年上半年,兩家公司股價累計漲幅驚人,市值均突破萬億美元。AI內存超級週期正處於從「暴漲期」向「高增長兌現期」的關鍵過渡階段。 二、三星電子Q2 2026初步業績拆解 (三星城——三星的信息技術和電子中心) 業績概覽: 指標 2026年Q2初步 同比變化 市場預期 營收 171萬億韓元 1.29 169.2萬億韓元 營業利潤 89.4萬億韓元 18.1 84.2萬億韓元 根據三","text":"小虎們好呀,2026年7月7日,三星電子發布2026年第二季度初步財報,營業利潤達到89.4萬億韓元(約合580億美元),按年暴增約18-19倍,遠超市場此前84-87萬億韓元的預期;營收接近或略超171萬億韓元水平,連續第三個季度刷新歷史紀錄。 然而,財報發布後股價卻出現明顯回調,盤後及隔夜交易中下跌約4-5%,今日跌幅達到7%。這一「利好出盡」的反應,迅速引發市場對存儲芯片板塊是否已見頂的激烈討論,尤其在韓股存儲龍頭——三星電子(005930.KR)和SK海力士——持續大漲後。 一、從傳統內存週期到AI結構性牛市 (來源:網絡) 存儲芯片(DRAM與NAND Flash)歷來是半導體產業中最具週期性的子板塊。過去幾十年,行業呈現典型的「暴漲暴跌」特徵:需求旺盛時價格飆升、產能擴張導致過剩、價格崩盤,企業鉅虧;隨後產能出清、需求回暖,再次啓動新週期。 然而,2023年以來由生成式AI引發的需求,與以往消費電子、PC或智能手機驅動的週期有本質不同。AI訓練與推理對高帶寬內存(HBM)以及高性能DRAM/NAND的需求呈指數級增長,且具有持續性與確定性。超大規模雲廠商(Hyperscalers)2026年合計資本開支預計達6000-7650億美元左右,內存相關支出佔比已從2024年的約8%快速提升至30%左右。 這一結構性轉變,讓三星電子與SK海力士成為全球資本市場的焦點。2026年上半年,兩家公司股價累計漲幅驚人,市值均突破萬億美元。AI內存超級週期正處於從「暴漲期」向「高增長兌現期」的關鍵過渡階段。 二、三星電子Q2 2026初步業績拆解 (三星城——三星的信息技術和電子中心) 業績概覽: 指標 2026年Q2初步 同比變化 市場預期 營收 171萬億韓元 1.29 169.2萬億韓元 營業利潤 89.4萬億韓元 18.1 84.2萬億韓元 根據三","images":[{"img":"https://community-static.tradeup.com/news/92862c5575c50cf176a3b68df1ad3b5f"},{"img":"https://community-static.tradeup.com/news/e34de0528eb6d16764d9bbffdc138e31"},{"img":"https://community-static.tradeup.com/news/8212eb1d0fee7b7bcd6372964f3de9e9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583172644855928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583257109377936,"gmtCreate":1783426860651,"gmtModify":1783426862946,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"BTC","listText":"BTC","text":"BTC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583257109377936","repostId":"583173603377248","repostType":1,"repost":{"id":583173603377248,"gmtCreate":1783407150034,"gmtModify":1783414800102,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182991226837512","idStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】BTC暫時跑贏黃金等資產!今年幣市點解跌個不停?","htmlText":"Hi小虎們,在接連三個季度收跌後,比特幣和以太坊在進入7月後表現比較強勢,跑贏黃金、白銀、美元等多項資產,那下半年幣圈市場會怎麼走呢?一起來看看吧~~ BTC進入7月表現強勢! 進入7月,比特幣五連升突破短期阻力位6.3萬美元,從低點5.78萬美元升至最高6.46萬美元,最高累計升幅達10%,釋放強烈的看漲信號,如果能站穩6.3萬美元關口的話,有望進一步挑戰至6.5萬美元甚至更高。 以太坊表現同樣強勁,本月至今已經升超14%,兩大加密資產表現強於黃金、白銀、原油和美元指數。黃金雖然重返4000美元關口,但最大升幅僅為8%;白銀累計升幅為5%;WTI原油主連期貨價格在近兩個月累計跌超36%,跌破70美元關口,本月跌超1%,美元指數跌0.31%。 根據CoinGlass數據,最近24小時,比特幣升0.21%至6.355萬美元;以太坊升0.07%至1783美元;SOL升0.47%至81.59美元;HYPE、XRP、DOGE、BNB等均有不同程度下跌,全球共有超過9.3萬人被爆倉,爆倉總金額超過5億美元。市場情緒從此前的「極度恐慌」上升至「恐慌」(26)。 比特幣與黃金在上週接連迎來反彈,主要是美國最新的非農數據再次「爆冷」,引發了市場對聯儲局貨幣政策轉向的預期。有分析師認為,比特幣短暫跑贏黃金,展現更強彈性的核心原因主要有以下幾點: 比特幣在今年上半年與美元指數的負相關性達到-0.85,對於貨幣政策敏感度更高的資產,在出現轉向的時候,反彈力度比黃金更具有爆發力; 恐慌貪婪指數一度跌至10左右,已實現損益比跌至2022年以來最低水平,技術層面上屬於超賣; 從兩大資產的最高點來看,比特幣最大回撤達到53%,而黃金為30%左右,因此當市場出現利好消息時,「超額報復性反彈空間」更大,屬於「彈簧被壓到極致」後的表現。 BTC與ETH進入Q3出現反彈 圖源:CoinGlass 根據鏈上平臺C","listText":"Hi小虎們,在接連三個季度收跌後,比特幣和以太坊在進入7月後表現比較強勢,跑贏黃金、白銀、美元等多項資產,那下半年幣圈市場會怎麼走呢?一起來看看吧~~ BTC進入7月表現強勢! 進入7月,比特幣五連升突破短期阻力位6.3萬美元,從低點5.78萬美元升至最高6.46萬美元,最高累計升幅達10%,釋放強烈的看漲信號,如果能站穩6.3萬美元關口的話,有望進一步挑戰至6.5萬美元甚至更高。 以太坊表現同樣強勁,本月至今已經升超14%,兩大加密資產表現強於黃金、白銀、原油和美元指數。黃金雖然重返4000美元關口,但最大升幅僅為8%;白銀累計升幅為5%;WTI原油主連期貨價格在近兩個月累計跌超36%,跌破70美元關口,本月跌超1%,美元指數跌0.31%。 根據CoinGlass數據,最近24小時,比特幣升0.21%至6.355萬美元;以太坊升0.07%至1783美元;SOL升0.47%至81.59美元;HYPE、XRP、DOGE、BNB等均有不同程度下跌,全球共有超過9.3萬人被爆倉,爆倉總金額超過5億美元。市場情緒從此前的「極度恐慌」上升至「恐慌」(26)。 比特幣與黃金在上週接連迎來反彈,主要是美國最新的非農數據再次「爆冷」,引發了市場對聯儲局貨幣政策轉向的預期。有分析師認為,比特幣短暫跑贏黃金,展現更強彈性的核心原因主要有以下幾點: 比特幣在今年上半年與美元指數的負相關性達到-0.85,對於貨幣政策敏感度更高的資產,在出現轉向的時候,反彈力度比黃金更具有爆發力; 恐慌貪婪指數一度跌至10左右,已實現損益比跌至2022年以來最低水平,技術層面上屬於超賣; 從兩大資產的最高點來看,比特幣最大回撤達到53%,而黃金為30%左右,因此當市場出現利好消息時,「超額報復性反彈空間」更大,屬於「彈簧被壓到極致」後的表現。 BTC與ETH進入Q3出現反彈 圖源:CoinGlass 根據鏈上平臺C","text":"Hi小虎們,在接連三個季度收跌後,比特幣和以太坊在進入7月後表現比較強勢,跑贏黃金、白銀、美元等多項資產,那下半年幣圈市場會怎麼走呢?一起來看看吧~~ BTC進入7月表現強勢! 進入7月,比特幣五連升突破短期阻力位6.3萬美元,從低點5.78萬美元升至最高6.46萬美元,最高累計升幅達10%,釋放強烈的看漲信號,如果能站穩6.3萬美元關口的話,有望進一步挑戰至6.5萬美元甚至更高。 以太坊表現同樣強勁,本月至今已經升超14%,兩大加密資產表現強於黃金、白銀、原油和美元指數。黃金雖然重返4000美元關口,但最大升幅僅為8%;白銀累計升幅為5%;WTI原油主連期貨價格在近兩個月累計跌超36%,跌破70美元關口,本月跌超1%,美元指數跌0.31%。 根據CoinGlass數據,最近24小時,比特幣升0.21%至6.355萬美元;以太坊升0.07%至1783美元;SOL升0.47%至81.59美元;HYPE、XRP、DOGE、BNB等均有不同程度下跌,全球共有超過9.3萬人被爆倉,爆倉總金額超過5億美元。市場情緒從此前的「極度恐慌」上升至「恐慌」(26)。 比特幣與黃金在上週接連迎來反彈,主要是美國最新的非農數據再次「爆冷」,引發了市場對聯儲局貨幣政策轉向的預期。有分析師認為,比特幣短暫跑贏黃金,展現更強彈性的核心原因主要有以下幾點: 比特幣在今年上半年與美元指數的負相關性達到-0.85,對於貨幣政策敏感度更高的資產,在出現轉向的時候,反彈力度比黃金更具有爆發力; 恐慌貪婪指數一度跌至10左右,已實現損益比跌至2022年以來最低水平,技術層面上屬於超賣; 從兩大資產的最高點來看,比特幣最大回撤達到53%,而黃金為30%左右,因此當市場出現利好消息時,「超額報復性反彈空間」更大,屬於「彈簧被壓到極致」後的表現。 BTC與ETH進入Q3出現反彈 圖源:CoinGlass 根據鏈上平臺C","images":[{"img":"https://community-static.tradeup.com/news/69a94cf52f5805b93e4a10584ca2f998"},{"img":"https://community-static.tradeup.com/news/a620cec229ef5b9fd6d8560659e43bb2"},{"img":"https://community-static.tradeup.com/news/29a259c9fde2f898cb426b2b1e8222af"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583173603377248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582879261009296,"gmtCreate":1783334616775,"gmtModify":1783334619513,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"tsla","listText":"tsla","text":"tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582879261009296","repostId":"582819855728720","repostType":1,"repost":{"id":582819855728720,"gmtCreate":1783325725453,"gmtModify":1783340400060,"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,"authorIdStr":"4134020005550552","idStr":"4134020005550552"},"themes":[],"title":"【🎁有獎話題】Tesla努力擺脫傳統新能源汽車標籤,但已被SpaceX完全虹吸?","htmlText":"各位小虎們,上週韓國存儲擴產和Meta出租算力,兩大事件使得市場和投資者對於未來產能過剩以及AI硬件需求見頂感到擔憂時,愛吃辣的小老虎發現特斯拉的交付數據超預期,但股價卻大跌超7%,是否被SpaceX完全虹吸呢? 特斯拉上週五盤中一度跌超8% 特斯拉正在擺脫傳統電動車標籤! 上週,特斯拉公佈了2026年Q2全球生產與交付報告,數據依舊在全球新能源汽車領域遙遙領先: 生產超45萬輛,按年增長約10%,Model 3和Model Y兩輛車共生產超44萬輛,Model S、Model X、Cybertruck等其他車型生產8822輛; 交付超48萬輛,按年增長約25%,大幅超出華爾街平均預期(40.6萬輛),Model 3和Model Y佔比超過97%;特斯拉上海超級工廠6月交付量創年內新高。 根據多家機構統計,Model Y在近兩個月成為韓國、新西蘭、澳大利亞等市場銷量最高的車型;Model 3是泰國市場C級車銷量第一。不僅如此,特斯拉已經宣佈旗下新款車型Model Y L在美國、阿聯酋和波多黎各等地同步上市。在美國市場手法售價預計在6.199萬美元,僅提供全輪驅動和長軸距一種版本。 外觀上,Model Y L相比Model Y軸距加長5.9英寸,達到3040mm,後排加入第三排座椅,支持靠背調節和加熱,並具備兒童座椅固定接口。第二排配備兩張獨立行政椅,提供加熱、通風和一鍵放倒功能。性能方面,0至60英里加速時間約4.4秒,EPA續航為325英里,比普通版Model Y要快。 雖然數據表現超預期,但特斯拉股價在上週五美股盤中一度暴跌超8%,創下近一年最大單日跌幅,最終收跌7.49%至393.45美元,總市值為1.48萬億。 圖源:Recurrent 有分析師認為,市場不買單的原因主要有兩個方面: 成本壓力:原材料價格依舊處於高位,部分市場仍在進行價格戰競爭,因此即便銷量上升,不","listText":"各位小虎們,上週韓國存儲擴產和Meta出租算力,兩大事件使得市場和投資者對於未來產能過剩以及AI硬件需求見頂感到擔憂時,愛吃辣的小老虎發現特斯拉的交付數據超預期,但股價卻大跌超7%,是否被SpaceX完全虹吸呢? 特斯拉上週五盤中一度跌超8% 特斯拉正在擺脫傳統電動車標籤! 上週,特斯拉公佈了2026年Q2全球生產與交付報告,數據依舊在全球新能源汽車領域遙遙領先: 生產超45萬輛,按年增長約10%,Model 3和Model Y兩輛車共生產超44萬輛,Model S、Model X、Cybertruck等其他車型生產8822輛; 交付超48萬輛,按年增長約25%,大幅超出華爾街平均預期(40.6萬輛),Model 3和Model Y佔比超過97%;特斯拉上海超級工廠6月交付量創年內新高。 根據多家機構統計,Model Y在近兩個月成為韓國、新西蘭、澳大利亞等市場銷量最高的車型;Model 3是泰國市場C級車銷量第一。不僅如此,特斯拉已經宣佈旗下新款車型Model Y L在美國、阿聯酋和波多黎各等地同步上市。在美國市場手法售價預計在6.199萬美元,僅提供全輪驅動和長軸距一種版本。 外觀上,Model Y L相比Model Y軸距加長5.9英寸,達到3040mm,後排加入第三排座椅,支持靠背調節和加熱,並具備兒童座椅固定接口。第二排配備兩張獨立行政椅,提供加熱、通風和一鍵放倒功能。性能方面,0至60英里加速時間約4.4秒,EPA續航為325英里,比普通版Model Y要快。 雖然數據表現超預期,但特斯拉股價在上週五美股盤中一度暴跌超8%,創下近一年最大單日跌幅,最終收跌7.49%至393.45美元,總市值為1.48萬億。 圖源:Recurrent 有分析師認為,市場不買單的原因主要有兩個方面: 成本壓力:原材料價格依舊處於高位,部分市場仍在進行價格戰競爭,因此即便銷量上升,不","text":"各位小虎們,上週韓國存儲擴產和Meta出租算力,兩大事件使得市場和投資者對於未來產能過剩以及AI硬件需求見頂感到擔憂時,愛吃辣的小老虎發現特斯拉的交付數據超預期,但股價卻大跌超7%,是否被SpaceX完全虹吸呢? 特斯拉上週五盤中一度跌超8% 特斯拉正在擺脫傳統電動車標籤! 上週,特斯拉公佈了2026年Q2全球生產與交付報告,數據依舊在全球新能源汽車領域遙遙領先: 生產超45萬輛,按年增長約10%,Model 3和Model Y兩輛車共生產超44萬輛,Model S、Model X、Cybertruck等其他車型生產8822輛; 交付超48萬輛,按年增長約25%,大幅超出華爾街平均預期(40.6萬輛),Model 3和Model Y佔比超過97%;特斯拉上海超級工廠6月交付量創年內新高。 根據多家機構統計,Model Y在近兩個月成為韓國、新西蘭、澳大利亞等市場銷量最高的車型;Model 3是泰國市場C級車銷量第一。不僅如此,特斯拉已經宣佈旗下新款車型Model Y L在美國、阿聯酋和波多黎各等地同步上市。在美國市場手法售價預計在6.199萬美元,僅提供全輪驅動和長軸距一種版本。 外觀上,Model Y L相比Model Y軸距加長5.9英寸,達到3040mm,後排加入第三排座椅,支持靠背調節和加熱,並具備兒童座椅固定接口。第二排配備兩張獨立行政椅,提供加熱、通風和一鍵放倒功能。性能方面,0至60英里加速時間約4.4秒,EPA續航為325英里,比普通版Model Y要快。 雖然數據表現超預期,但特斯拉股價在上週五美股盤中一度暴跌超8%,創下近一年最大單日跌幅,最終收跌7.49%至393.45美元,總市值為1.48萬億。 圖源:Recurrent 有分析師認為,市場不買單的原因主要有兩個方面: 成本壓力:原材料價格依舊處於高位,部分市場仍在進行價格戰競爭,因此即便銷量上升,不","images":[{"img":"https://community-static.tradeup.com/news/82d546faf2184ce59b5d263294ec44c9"},{"img":"https://community-static.tradeup.com/news/257a1067b737cb32a7dfb0b74e876420"},{"img":"https://community-static.tradeup.com/news/59f063f122a9dba46a14a09c300ae0db"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582819855728720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582879196812304,"gmtCreate":1783334598486,"gmtModify":1783334601396,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"AI SH","listText":"AI SH","text":"AI SH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582879196812304","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582666140865552,"gmtCreate":1783282582874,"gmtModify":1783282585341,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01392\">$海清智元(01392)$ </a> ","listText":"<a href=\"https://ttm.financial/S/01392\">$海清智元(01392)$ </a> ","text":"$海清智元(01392)$","images":[{"img":"https://community-static.tradeup.com/news/d35486ec1372348eaab091200afbdaaf","width":"1208","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582666140865552","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582665406268528,"gmtCreate":1783282535346,"gmtModify":1783282538473,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03952\">$來福諧波(03952)$ </a> ","listText":"<a href=\"https://ttm.financial/S/03952\">$來福諧波(03952)$ </a> ","text":"$來福諧波(03952)$","images":[{"img":"https://community-static.tradeup.com/news/31d192b2cae739e4d3a4addc95fde5b3","width":"1208","height":"1714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582665406268528","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582665267946808,"gmtCreate":1783282371285,"gmtModify":1783282373950,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"HSI","listText":"HSI","text":"HSI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582665267946808","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582665104647632,"gmtCreate":1783282349209,"gmtModify":1783282351510,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"MSTR","listText":"MSTR","text":"MSTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582665104647632","repostId":"580700678017144","repostType":1,"repost":{"id":580700678017144,"gmtCreate":1782803383407,"gmtModify":1782815400265,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期權叻叻虎","avatar":"https://community-static.tradeup.com/news/40b290a4afd78206dcc0cd7d9454f1cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"【🎁期權掘金】中東局勢緩和,微軟多張末日Call單狂飆逾700%,MSTR卻遭一Put單押注續跌?","htmlText":"小虎們,截止上週五收盤,美股連續五個交易日下跌,不過今日已經再次強勁上漲![Cool] 事實上,近年來,AI芯片企業一直是推動華爾街上漲的重要力量![666] <a href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a> 多張末日Call單目前已經狂飆逾700%, <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> 卻遭遇Put單押註續跌![Thinking] 那麼在當前的美股行情之下,你會如何佈局投資呢?[YoYo] 美股盤前大漲 今日(6月29日),美股迎來了一場酣暢淋漓的「深V大反轉」, <a href=\"https://ttm.financial/S/NDX\">$納斯達克100指數(NDX)$</a> 收漲2.3%, <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 漲1.2%, <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 再創歷史新高; <a href=\"https://ttm.financial/S/SOX\">$費城半導體指數(SOX)$</a> 更是暴漲3.83%,盤初一度跌超3%後強勢翻紅。 芯片股上演絕地反攻, <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> 大漲超16%, <a href=\"https://ttm.financial/S/AMAT\">$應用材料(AMAT)$</a> 漲超10%, <a href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 漲超5%。","listText":"小虎們,截止上週五收盤,美股連續五個交易日下跌,不過今日已經再次強勁上漲![Cool] 事實上,近年來,AI芯片企業一直是推動華爾街上漲的重要力量![666] <a href=\"https://ttm.financial/S/MSFT\">$微軟(MSFT)$</a> 多張末日Call單目前已經狂飆逾700%, <a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> 卻遭遇Put單押註續跌![Thinking] 那麼在當前的美股行情之下,你會如何佈局投資呢?[YoYo] 美股盤前大漲 今日(6月29日),美股迎來了一場酣暢淋漓的「深V大反轉」, <a href=\"https://ttm.financial/S/NDX\">$納斯達克100指數(NDX)$</a> 收漲2.3%, <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 漲1.2%, <a href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 再創歷史新高; <a href=\"https://ttm.financial/S/SOX\">$費城半導體指數(SOX)$</a> 更是暴漲3.83%,盤初一度跌超3%後強勢翻紅。 芯片股上演絕地反攻, <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> 大漲超16%, <a href=\"https://ttm.financial/S/AMAT\">$應用材料(AMAT)$</a> 漲超10%, <a href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 漲超5%。","text":"小虎們,截止上週五收盤,美股連續五個交易日下跌,不過今日已經再次強勁上漲![Cool] 事實上,近年來,AI芯片企業一直是推動華爾街上漲的重要力量![666] $微軟(MSFT)$ 多張末日Call單目前已經狂飆逾700%, $Strategy(MSTR)$ 卻遭遇Put單押註續跌![Thinking] 那麼在當前的美股行情之下,你會如何佈局投資呢?[YoYo] 美股盤前大漲 今日(6月29日),美股迎來了一場酣暢淋漓的「深V大反轉」, $納斯達克100指數(NDX)$ 收漲2.3%, $標普500(.SPX)$ 漲1.2%, $道瓊斯(.DJI)$ 再創歷史新高; $費城半導體指數(SOX)$ 更是暴漲3.83%,盤初一度跌超3%後強勢翻紅。 芯片股上演絕地反攻, $Astera Labs, Inc.(ALAB)$ 大漲超16%, $應用材料(AMAT)$ 漲超10%, $臺積電(TSM)$ 漲超5%。","images":[{"img":"https://community-static.tradeup.com/news/ea2ef01153f9dc3fa1ef0adca36a3120"},{"img":"https://community-static.tradeup.com/news/985125d5dda122dc022523349a1fe3ab"},{"img":"https://community-static.tradeup.com/news/a8e8325fcd4f6cbeaffe534c56ad17e6"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580700678017144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582664817893560,"gmtCreate":1783282320362,"gmtModify":1783282323288,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"korea","listText":"korea","text":"korea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582664817893560","repostId":"581034495963392","repostType":1,"repost":{"id":581034495963392,"gmtCreate":1782888038882,"gmtModify":1782891000054,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】SK海力士赴美上市,能否打破「韓國折價」?","htmlText":"2026年6月30日,全球第二大存儲芯片製造商SK海力士正式向美國證券交易委員會(SEC)提交F-1招股說明書,啟動美國首次公開發行(IPO)程序。 SK海力士計劃發行1779萬股新股,約佔已發行普通股總數的2.5%。按6月23日韓股收盤價每股255.5萬韓元計算,此次發行價定為每股166美元,募資總規模達45.45萬億韓元(約合294億美元)。 (圖源:網絡) 一、史上最大ADR發行:294億美元刷新紀錄 SK海力士此次赴美上市的規模堪稱驚人。 這一規模將刷新全球ADR發行紀錄,超過阿里巴巴2014年紐約上市的218億美元。在全球IPO歷史上,它足以比肩沙特阿美2019年294億美元的超級IPO,僅次於SpaceX的750億美元。 時間表方面,SK海力士預計7月10日啓動發行、7月14日申購與繳款、7月29日正式上市。上市後,SK海力士將維持韓國KOSPI上市地位,實現A+H式雙重上市。 二、為什麼要赴美?破解「韓國折價」 SK海力士的基本面堪稱驚豔。 SK海力士今年第一季度的業績相當亮眼。該季度其營業收入為52.58萬億韓元(約合人民幣2318.8億元),按月增長60%,按年暴增198%;其淨利潤達40.35萬億韓元(約合人民幣1779.5億元),按年增長398%。在HBM(高帶寬內存)市場,SK海力士以56.4%的全球市場份額高居第一。公司向英偉達供應約六至七成的HBM需求。 (圖源:網絡) 然而,如此強勁的基本面,在韓國股市卻長期承受着不合理的估值折價。 這就是所謂的「韓國折價」(Korea Discount) ——韓國上市公司因公司治理擔憂、地緣政治風險以及韓股流動性不足等因素,估值長期低於美國同行。SK海力士在首爾交易的遠期市盈率僅約7.5至8倍,大幅低於美光科技的9倍以上及閃迪的近20倍,部分機構估算其預期市盈率甚至只有3至4倍。 (圖源:網絡) 南方東英資產","listText":"2026年6月30日,全球第二大存儲芯片製造商SK海力士正式向美國證券交易委員會(SEC)提交F-1招股說明書,啟動美國首次公開發行(IPO)程序。 SK海力士計劃發行1779萬股新股,約佔已發行普通股總數的2.5%。按6月23日韓股收盤價每股255.5萬韓元計算,此次發行價定為每股166美元,募資總規模達45.45萬億韓元(約合294億美元)。 (圖源:網絡) 一、史上最大ADR發行:294億美元刷新紀錄 SK海力士此次赴美上市的規模堪稱驚人。 這一規模將刷新全球ADR發行紀錄,超過阿里巴巴2014年紐約上市的218億美元。在全球IPO歷史上,它足以比肩沙特阿美2019年294億美元的超級IPO,僅次於SpaceX的750億美元。 時間表方面,SK海力士預計7月10日啓動發行、7月14日申購與繳款、7月29日正式上市。上市後,SK海力士將維持韓國KOSPI上市地位,實現A+H式雙重上市。 二、為什麼要赴美?破解「韓國折價」 SK海力士的基本面堪稱驚豔。 SK海力士今年第一季度的業績相當亮眼。該季度其營業收入為52.58萬億韓元(約合人民幣2318.8億元),按月增長60%,按年暴增198%;其淨利潤達40.35萬億韓元(約合人民幣1779.5億元),按年增長398%。在HBM(高帶寬內存)市場,SK海力士以56.4%的全球市場份額高居第一。公司向英偉達供應約六至七成的HBM需求。 (圖源:網絡) 然而,如此強勁的基本面,在韓國股市卻長期承受着不合理的估值折價。 這就是所謂的「韓國折價」(Korea Discount) ——韓國上市公司因公司治理擔憂、地緣政治風險以及韓股流動性不足等因素,估值長期低於美國同行。SK海力士在首爾交易的遠期市盈率僅約7.5至8倍,大幅低於美光科技的9倍以上及閃迪的近20倍,部分機構估算其預期市盈率甚至只有3至4倍。 (圖源:網絡) 南方東英資產","text":"2026年6月30日,全球第二大存儲芯片製造商SK海力士正式向美國證券交易委員會(SEC)提交F-1招股說明書,啟動美國首次公開發行(IPO)程序。 SK海力士計劃發行1779萬股新股,約佔已發行普通股總數的2.5%。按6月23日韓股收盤價每股255.5萬韓元計算,此次發行價定為每股166美元,募資總規模達45.45萬億韓元(約合294億美元)。 (圖源:網絡) 一、史上最大ADR發行:294億美元刷新紀錄 SK海力士此次赴美上市的規模堪稱驚人。 這一規模將刷新全球ADR發行紀錄,超過阿里巴巴2014年紐約上市的218億美元。在全球IPO歷史上,它足以比肩沙特阿美2019年294億美元的超級IPO,僅次於SpaceX的750億美元。 時間表方面,SK海力士預計7月10日啓動發行、7月14日申購與繳款、7月29日正式上市。上市後,SK海力士將維持韓國KOSPI上市地位,實現A+H式雙重上市。 二、為什麼要赴美?破解「韓國折價」 SK海力士的基本面堪稱驚豔。 SK海力士今年第一季度的業績相當亮眼。該季度其營業收入為52.58萬億韓元(約合人民幣2318.8億元),按月增長60%,按年暴增198%;其淨利潤達40.35萬億韓元(約合人民幣1779.5億元),按年增長398%。在HBM(高帶寬內存)市場,SK海力士以56.4%的全球市場份額高居第一。公司向英偉達供應約六至七成的HBM需求。 (圖源:網絡) 然而,如此強勁的基本面,在韓國股市卻長期承受着不合理的估值折價。 這就是所謂的「韓國折價」(Korea Discount) ——韓國上市公司因公司治理擔憂、地緣政治風險以及韓股流動性不足等因素,估值長期低於美國同行。SK海力士在首爾交易的遠期市盈率僅約7.5至8倍,大幅低於美光科技的9倍以上及閃迪的近20倍,部分機構估算其預期市盈率甚至只有3至4倍。 (圖源:網絡) 南方東英資產","images":[{"img":"https://community-static.tradeup.com/news/e61e79b43fba735f70f9baa41993bd35"},{"img":"https://community-static.tradeup.com/news/7c8c8179662e16b8d2935cacc9a38d86"},{"img":"https://community-static.tradeup.com/news/c6d4813505d09d99ce12b1dca9fb4696"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581034495963392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582665019479368,"gmtCreate":1783282310706,"gmtModify":1783282313468,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"visa","listText":"visa","text":"visa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582665019479368","repostId":"581057467179128","repostType":1,"repost":{"id":581057467179128,"gmtCreate":1782890490136,"gmtModify":1782895200163,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182991226837512","idStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】Visa聯手過百間機構佈局穩定幣!Circle暴跌逾17%!係市場反應過度,定係危機來臨?","htmlText":"小虎們,轉眼間2026年已經過去一半,昨日加密虎纔跟大家聊到比特幣與以太坊連續三個季度收跌創紀錄,幣圈市場行情不容樂觀,大家要注意風險管理哦~~~ 而美國CLARITY Act進入7月倒計時,隔夜Circle暴跌超17%,到底發生了什麼事情呢?一起來看看~~~ CRCL隔夜暴跌近18% Open USD問世!Circle隔夜暴跌超17%! 隔夜美股盤中,加密貨幣領域迎來重磅消息。根據支付巨頭Visa的Crypto Labs主管Cuy Sheffield在社交平臺X上宣佈,Visa將與Stripe、Coinbase、Mastercard、貝萊德(BlackRock)、美國銀行等超過100家企業合作,推出共同穩定幣「Open USD」!隨後外媒報道,該陣容裏面還有谷歌母公司Alphabet、紐約梅隆銀行(BNY Mellon)、三星、IBM等企業,以及Solana、Ripple等加密貨幣。 他們將該項目命名為「Open Standard」,由Stripe旗下Bridge聯合創始人Zach Abrams擔任臨時CEO,負責初期運營,預計將會在今年晚些時候上線,屆時所有合作伙伴預計都會參與到該穩定幣整合至各自的支付體系當中。 值得一提的是,目前穩定幣市場的三大巨頭Tether、Circle和PayPal並沒有加入該項目中,而Open Standard對於三巨頭的衝擊以及提升全球穩定幣行業競爭都有着里程碑意義。 過往,傳統穩定幣採用的模式是收取用戶資金,投資於美國國債,收取100%的收益,最後以代幣作為回報,而這款與美元掛鉤的新型穩定幣打破了常規模式: 零成本&零手續費(zero-cost minting and redemption):可以採取零手續費、無交易量限制地鑄造和贖回任意數量的Open USD; 與合作伙伴共享利潤:所有儲備金的收益不會佔為己有,都直接分配給合作伙","listText":"小虎們,轉眼間2026年已經過去一半,昨日加密虎纔跟大家聊到比特幣與以太坊連續三個季度收跌創紀錄,幣圈市場行情不容樂觀,大家要注意風險管理哦~~~ 而美國CLARITY Act進入7月倒計時,隔夜Circle暴跌超17%,到底發生了什麼事情呢?一起來看看~~~ CRCL隔夜暴跌近18% Open USD問世!Circle隔夜暴跌超17%! 隔夜美股盤中,加密貨幣領域迎來重磅消息。根據支付巨頭Visa的Crypto Labs主管Cuy Sheffield在社交平臺X上宣佈,Visa將與Stripe、Coinbase、Mastercard、貝萊德(BlackRock)、美國銀行等超過100家企業合作,推出共同穩定幣「Open USD」!隨後外媒報道,該陣容裏面還有谷歌母公司Alphabet、紐約梅隆銀行(BNY Mellon)、三星、IBM等企業,以及Solana、Ripple等加密貨幣。 他們將該項目命名為「Open Standard」,由Stripe旗下Bridge聯合創始人Zach Abrams擔任臨時CEO,負責初期運營,預計將會在今年晚些時候上線,屆時所有合作伙伴預計都會參與到該穩定幣整合至各自的支付體系當中。 值得一提的是,目前穩定幣市場的三大巨頭Tether、Circle和PayPal並沒有加入該項目中,而Open Standard對於三巨頭的衝擊以及提升全球穩定幣行業競爭都有着里程碑意義。 過往,傳統穩定幣採用的模式是收取用戶資金,投資於美國國債,收取100%的收益,最後以代幣作為回報,而這款與美元掛鉤的新型穩定幣打破了常規模式: 零成本&零手續費(zero-cost minting and redemption):可以採取零手續費、無交易量限制地鑄造和贖回任意數量的Open USD; 與合作伙伴共享利潤:所有儲備金的收益不會佔為己有,都直接分配給合作伙","text":"小虎們,轉眼間2026年已經過去一半,昨日加密虎纔跟大家聊到比特幣與以太坊連續三個季度收跌創紀錄,幣圈市場行情不容樂觀,大家要注意風險管理哦~~~ 而美國CLARITY Act進入7月倒計時,隔夜Circle暴跌超17%,到底發生了什麼事情呢?一起來看看~~~ CRCL隔夜暴跌近18% Open USD問世!Circle隔夜暴跌超17%! 隔夜美股盤中,加密貨幣領域迎來重磅消息。根據支付巨頭Visa的Crypto Labs主管Cuy Sheffield在社交平臺X上宣佈,Visa將與Stripe、Coinbase、Mastercard、貝萊德(BlackRock)、美國銀行等超過100家企業合作,推出共同穩定幣「Open USD」!隨後外媒報道,該陣容裏面還有谷歌母公司Alphabet、紐約梅隆銀行(BNY Mellon)、三星、IBM等企業,以及Solana、Ripple等加密貨幣。 他們將該項目命名為「Open Standard」,由Stripe旗下Bridge聯合創始人Zach Abrams擔任臨時CEO,負責初期運營,預計將會在今年晚些時候上線,屆時所有合作伙伴預計都會參與到該穩定幣整合至各自的支付體系當中。 值得一提的是,目前穩定幣市場的三大巨頭Tether、Circle和PayPal並沒有加入該項目中,而Open Standard對於三巨頭的衝擊以及提升全球穩定幣行業競爭都有着里程碑意義。 過往,傳統穩定幣採用的模式是收取用戶資金,投資於美國國債,收取100%的收益,最後以代幣作為回報,而這款與美元掛鉤的新型穩定幣打破了常規模式: 零成本&零手續費(zero-cost minting and redemption):可以採取零手續費、無交易量限制地鑄造和贖回任意數量的Open USD; 與合作伙伴共享利潤:所有儲備金的收益不會佔為己有,都直接分配給合作伙","images":[{"img":"https://community-static.tradeup.com/news/a52a0ffe25e2218d76f16b6b7862ecea"},{"img":"https://community-static.tradeup.com/news/1f32bb42d11e8bd3a58269ab0dd6c0f1"},{"img":"https://community-static.tradeup.com/news/e6e6b997d8e64a801ea21166c4f304ca"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581057467179128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582548217214072,"gmtCreate":1783253793671,"gmtModify":1783253796478,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"why","listText":"why","text":"why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582548217214072","repostId":"581352607764576","repostType":1,"repost":{"id":581352607764576,"gmtCreate":1782962571027,"gmtModify":1782967800058,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】Meta出售算力殺入雲計算,卻重挫美股雲服務芯片股?恐AI格局生變?","htmlText":"小虎們,據彭博週三的報道, <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 籌劃推出全新雲業務同時對外出售AI算力,正式殺入雲計算賽道![Cool] 此舉導致其股價大漲10%,卻重挫了美股AI交易,唯恐競爭,導致 <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> , <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 等雲計算服務商應聲大跌![Surprised] 其出售算力的行為也引發了恐慌,導致芯片股大跌, <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> , <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 等紛紛跌超10%![Put] 事實市場似乎將 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 的表態解讀為未來資本開支增速放緩、超趨勢需求持續時間縮短的信號上![Facepalm] 那麼當前我們應該如何調整持倉策略?目前做空美股槓桿ETF紛紛大漲,我們又應該如何保護自己?[YoYo] 一、Meta到底想做什麼?從「燒錢大戶」到「算力銀行」 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 正在籌劃一項全新的雲基礎設施業務,核心是將其在AI基礎設施上的巨額投入轉化為外部營收。據彭博報導,Meta正在討論兩種方案:一是向外部客戶開放","listText":"小虎們,據彭博週三的報道, <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 籌劃推出全新雲業務同時對外出售AI算力,正式殺入雲計算賽道![Cool] 此舉導致其股價大漲10%,卻重挫了美股AI交易,唯恐競爭,導致 <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> , <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 等雲計算服務商應聲大跌![Surprised] 其出售算力的行為也引發了恐慌,導致芯片股大跌, <a href=\"https://ttm.financial/S/SNDK\">$閃迪(SNDK)$</a> , <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 等紛紛跌超10%![Put] 事實市場似乎將 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 的表態解讀為未來資本開支增速放緩、超趨勢需求持續時間縮短的信號上![Facepalm] 那麼當前我們應該如何調整持倉策略?目前做空美股槓桿ETF紛紛大漲,我們又應該如何保護自己?[YoYo] 一、Meta到底想做什麼?從「燒錢大戶」到「算力銀行」 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 正在籌劃一項全新的雲基礎設施業務,核心是將其在AI基礎設施上的巨額投入轉化為外部營收。據彭博報導,Meta正在討論兩種方案:一是向外部客戶開放","text":"小虎們,據彭博週三的報道, $Meta Platforms, Inc.(META)$ 籌劃推出全新雲業務同時對外出售AI算力,正式殺入雲計算賽道![Cool] 此舉導致其股價大漲10%,卻重挫了美股AI交易,唯恐競爭,導致 $NEBIUS(NBIS)$ , $CoreWeave, Inc.(CRWV)$ 等雲計算服務商應聲大跌![Surprised] 其出售算力的行為也引發了恐慌,導致芯片股大跌, $閃迪(SNDK)$ , $美光科技(MU)$ 等紛紛跌超10%![Put] 事實市場似乎將 $Meta Platforms, Inc.(META)$ 的表態解讀為未來資本開支增速放緩、超趨勢需求持續時間縮短的信號上![Facepalm] 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