非一般股民 personal page - To The Moon

非一般股民

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非一般股民

14:20

oil up

非一般股民

14:20

rocket

非一般股民

14:20

trump

@虎港通:【🎁有獎話題】特朗普力挺沃什減息，市場押注全面升溫，聯儲局將如何抉擇？

非一般股民

14:20

no war

非一般股民

14:19

hsi buy la

非一般股民

14:19

gold

非一般股民

07-28 20:29

hsi $恆生指數(HSI)$

非一般股民

07-28 20:29

buy in

非一般股民

07-28 20:28

all in call

@期權叻叻虎:【🎁有獎話題】蘋果市值衝刺5萬億！多張Call單狂飆逾700%，美光驚現巨量Put異動平倉，財報季點佈局？

非一般股民

07-28 20:28

brc

非一般股民

07-28 20:28

apple

非一般股民

07-28 20:28

nvda

非一般股民

07-27

$MERDEKAGOLD-DRS(06228)$

非一般股民

07-27

APPLE

@財報話你知:⏰本週微軟，SK海力士，蘋果，AMZN等科技巨頭財報嚟襲，你最期待邊家？

非一般股民

07-25

BTC UP

@Crypto加密虎:【🎡加密觀點場】美國散戶湧入加密貨幣永續合約！呢個係幣圈最危險嘅產品嗎？

非一般股民

07-21

buy btc

@Crypto加密虎:【🎁有獎話題】比特幣礦企股價飆升超10%！轉型AI成為新動力？

非一般股民

07-20

$來福諧波(03952)$

非一般股民

07-18

asml good

非一般股民

07-18

unh hold

@財報話你知:【🎁有獎話題】UNH上調全年指引，股價創階段新高！係咪已經擺脫股價崩盤陰霾？

非一般股民

07-18

tsla win

Go to Tiger App to see more news

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這是聯儲局主席凱文·沃什上任以來主持的第二次議息會議，也可能是近年來不確定性最高、最難預測的一次。 在當前聯邦基金利率目標區間維持於3.50%至3.75%的背景下，市場正經歷一場罕見的「多空對決」——主流機構預期按兵不動，但加息概率已從兩週前約一成迅速攀升至當前約三成，為近兩年來市場分歧最大的時刻。 一、兩股力量正面碰撞：加息 vs 觀望 推動加息預期升溫的核心變量，來自能源端。 7月以來，美伊衝突再度激化，霍爾木茲海峽航運受阻，布倫特原油一度重返每桶100美元關口，自7月1日以來累計漲幅接近35%。能源成本的新一輪跳升，令部分鷹派官員認為，加息具備向市場展示抗通脹決心的戰術價值。 然而，另一組數據為按兵不動提供了同樣有力的支撐。美國6月消費者價格指數（CPI）按年回落至3.5%，較5月的4.2%明顯降溫；核心CPI按年降至2.6%。這是自2020年疫情以來CPI首次按月下行，能源價格按月大跌5.7%是核心驅動。與此同時，6月非農新增就業僅5.7萬人，前兩個月數據同步下修，就業市場明顯降溫。 通脹降溫 vs 油價反彈、就業放緩 vs 經濟仍有韌性——兩股力量正面碰撞，讓聯儲局陷入了近年來最棘手的政策困局。 二、市場分歧近兩年最大：從「一致預期」到「五五開」 截至7月28日，芝加哥商品交易所FedWatch工具顯示，市場預計7月維持利率不變的概率約為63%至70%，加息25個點的概率約為30%至38%。目前市場對聯儲局決定的定價接近五五開，「是自2024年9月以來分歧最大的時刻」。 來源：CME 利率期貨市場的押注更為激進。與聯儲局基準利率掛鉤的聯邦基金利率期貨未平倉合約已飆升至96萬份的歷史新高，交易員正以前所未有的規模對衝「意外加息」風險。8月聯邦基金期貨合約的未平倉合約數已超過2024年10","listText":"7月29日，聯儲局7月聯邦公開市場委員會（FOMC）會議在華盛頓正式拉開帷幕。 這是聯儲局主席凱文·沃什上任以來主持的第二次議息會議，也可能是近年來不確定性最高、最難預測的一次。 在當前聯邦基金利率目標區間維持於3.50%至3.75%的背景下，市場正經歷一場罕見的「多空對決」——主流機構預期按兵不動，但加息概率已從兩週前約一成迅速攀升至當前約三成，為近兩年來市場分歧最大的時刻。 一、兩股力量正面碰撞：加息 vs 觀望 推動加息預期升溫的核心變量，來自能源端。 7月以來，美伊衝突再度激化，霍爾木茲海峽航運受阻，布倫特原油一度重返每桶100美元關口，自7月1日以來累計漲幅接近35%。能源成本的新一輪跳升，令部分鷹派官員認為，加息具備向市場展示抗通脹決心的戰術價值。 然而，另一組數據為按兵不動提供了同樣有力的支撐。美國6月消費者價格指數（CPI）按年回落至3.5%，較5月的4.2%明顯降溫；核心CPI按年降至2.6%。這是自2020年疫情以來CPI首次按月下行，能源價格按月大跌5.7%是核心驅動。與此同時，6月非農新增就業僅5.7萬人，前兩個月數據同步下修，就業市場明顯降溫。 通脹降溫 vs 油價反彈、就業放緩 vs 經濟仍有韌性——兩股力量正面碰撞，讓聯儲局陷入了近年來最棘手的政策困局。 二、市場分歧近兩年最大：從「一致預期」到「五五開」 截至7月28日，芝加哥商品交易所FedWatch工具顯示，市場預計7月維持利率不變的概率約為63%至70%，加息25個點的概率約為30%至38%。目前市場對聯儲局決定的定價接近五五開，「是自2024年9月以來分歧最大的時刻」。 來源：CME 利率期貨市場的押注更為激進。與聯儲局基準利率掛鉤的聯邦基金利率期貨未平倉合約已飆升至96萬份的歷史新高，交易員正以前所未有的規模對衝「意外加息」風險。8月聯邦基金期貨合約的未平倉合約數已超過2024年10","text":"7月29日，聯儲局7月聯邦公開市場委員會（FOMC）會議在華盛頓正式拉開帷幕。 這是聯儲局主席凱文·沃什上任以來主持的第二次議息會議，也可能是近年來不確定性最高、最難預測的一次。 在當前聯邦基金利率目標區間維持於3.50%至3.75%的背景下，市場正經歷一場罕見的「多空對決」——主流機構預期按兵不動，但加息概率已從兩週前約一成迅速攀升至當前約三成，為近兩年來市場分歧最大的時刻。 一、兩股力量正面碰撞：加息 vs 觀望 推動加息預期升溫的核心變量，來自能源端。 7月以來，美伊衝突再度激化，霍爾木茲海峽航運受阻，布倫特原油一度重返每桶100美元關口，自7月1日以來累計漲幅接近35%。能源成本的新一輪跳升，令部分鷹派官員認為，加息具備向市場展示抗通脹決心的戰術價值。 然而，另一組數據為按兵不動提供了同樣有力的支撐。美國6月消費者價格指數（CPI）按年回落至3.5%，較5月的4.2%明顯降溫；核心CPI按年降至2.6%。這是自2020年疫情以來CPI首次按月下行，能源價格按月大跌5.7%是核心驅動。與此同時，6月非農新增就業僅5.7萬人，前兩個月數據同步下修，就業市場明顯降溫。 通脹降溫 vs 油價反彈、就業放緩 vs 經濟仍有韌性——兩股力量正面碰撞，讓聯儲局陷入了近年來最棘手的政策困局。 二、市場分歧近兩年最大：從「一致預期」到「五五開」 截至7月28日，芝加哥商品交易所FedWatch工具顯示，市場預計7月維持利率不變的概率約為63%至70%，加息25個點的概率約為30%至38%。目前市場對聯儲局決定的定價接近五五開，「是自2024年9月以來分歧最大的時刻」。 來源：CME 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科技股嚴重分化：","images":[{"img":"https://community-static.tradeup.com/news/e22c65df3689967a7430fe6249e68ed3"},{"img":"https://community-static.tradeup.com/news/475314ffcfa2acb48d9738c9babe20ab"},{"img":"https://community-static.tradeup.com/news/df84c662b1a3f00b636cb27f084454b1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590702867739752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590827933315200,"gmtCreate":1785241722636,"gmtModify":1785241724838,"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":"brc","listText":"brc","text":"brc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590827933315200","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590827784233448,"gmtCreate":1785241716680,"gmtModify":1785241719423,"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":"apple","listText":"apple","text":"apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590827784233448","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590827695641168,"gmtCreate":1785241700568,"gmtModify":1785241702757,"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":"nvda","listText":"nvda","text":"nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590827695641168","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590391875704288,"gmtCreate":1785135370055,"gmtModify":1785135372603,"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":"<a 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那麼你認為這些巨頭財報能否有效拉昇美股行情？你最期待哪家美股財報公佈？[YoYo] 本週一，美股盤前， <a href=\"https://ttm.financial/S/AZN\">$阿斯利康(AZN)$</a> ， <a href=\"https://ttm.financial/S/CDNS\">$鏗騰電子(CDNS)$</a> 將公佈財報！ 本週一，美股盤後， <a href=\"https://ttm.financial/S/WHR\">$惠而浦(WHR)$</a> ， <a href=\"https://ttm.financial/S/NUE\">$紐柯鋼鐵(NUE)$</a> ， <a href=\"https://ttm.financial/S/NVTS\">$納微半導體(NVTS)$</a> ， <a href=\"https://ttm.financial/S/CLS\">$天弘科技(CLS)$</a> 將公佈財報！ 本週二，美股盤前， <a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a> ， <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> ， <a href=\"https://ttm.financial/S/KO\">$可口可樂(KO)$</a> ， <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> ， <a href=\"https://ttm.financial/S/GSK\">$葛蘭素史克(GSK)$</a> 將公佈財報！ 本週二，美股盤後， <a href=\"https://ttm.financial/S/V\">$Vi</a>","listText":"小虎們，本週開始美股進入重磅財報周！將有眾多存儲芯片龍頭及美股七巨頭將公佈財報！[Cool] 那麼你認為這些巨頭財報能否有效拉昇美股行情？你最期待哪家美股財報公佈？[YoYo] 本週一，美股盤前， <a href=\"https://ttm.financial/S/AZN\">$阿斯利康(AZN)$</a> ， <a href=\"https://ttm.financial/S/CDNS\">$鏗騰電子(CDNS)$</a> 將公佈財報！ 本週一，美股盤後， <a href=\"https://ttm.financial/S/WHR\">$惠而浦(WHR)$</a> ， <a href=\"https://ttm.financial/S/NUE\">$紐柯鋼鐵(NUE)$</a> ， <a href=\"https://ttm.financial/S/NVTS\">$納微半導體(NVTS)$</a> ， <a href=\"https://ttm.financial/S/CLS\">$天弘科技(CLS)$</a> 將公佈財報！ 本週二，美股盤前， <a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a> ， <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> ， <a href=\"https://ttm.financial/S/KO\">$可口可樂(KO)$</a> ， <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> ， <a href=\"https://ttm.financial/S/GSK\">$葛蘭素史克(GSK)$</a> 將公佈財報！ 本週二，美股盤後， <a href=\"https://ttm.financial/S/V\">$Vi</a>","text":"小虎們，本週開始美股進入重磅財報周！將有眾多存儲芯片龍頭及美股七巨頭將公佈財報！[Cool] 那麼你認為這些巨頭財報能否有效拉昇美股行情？你最期待哪家美股財報公佈？[YoYo] 本週一，美股盤前， $阿斯利康(AZN)$ ， $鏗騰電子(CDNS)$ 將公佈財報！ 本週一，美股盤後， $惠而浦(WHR)$ ， $紐柯鋼鐵(NUE)$ ， $納微半導體(NVTS)$ ， $天弘科技(CLS)$ 將公佈財報！ 本週二，美股盤前， $波音(BA)$ ， $PayPal(PYPL)$ ， $可口可樂(KO)$ ， $康寧(GLW)$ ， $葛蘭素史克(GSK)$ 將公佈財報！ 本週二，美股盤後， $Vi","images":[{"img":"https://community-static.tradeup.com/news/a8770f35433c2d55da8470c2d541fe2b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590312752629248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":589466338882240,"gmtCreate":1784942871076,"gmtModify":1784946329124,"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":"BTC UP","listText":"BTC UP","text":"BTC UP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589466338882240","repostId":"589183502389512","repostType":1,"repost":{"id":589183502389512,"gmtCreate":1784874788056,"gmtModify":1784878200483,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182991226837512","authorIdStr":"4182991226837512"},"themes":[],"title":"【🎡加密觀點場】美國散戶湧入加密貨幣永續合約！呢個係幣圈最危險嘅產品嗎？","htmlText":"小虎們大家好呀，昨日加密虎纔跟大家聊到了CLARITY Act法案的最新進展，參議院共和黨人於7月22日正式公佈包含白宮同意的倫理條款的最新文本，參議院多數黨領袖John Thune明確表示，有望在下週將法案提交全院表決。 這標誌着這項旨在為加密貨幣市場提供長期監管清晰度的法案，已進入立法程序的最後關鍵窗口。那麼本期加密觀點場，我們來看看一直爭議比較大的加密貨幣永續合約~~ 加密貨幣永續合約成為爭論議題！ 今年5月，美國商品期貨交易委員會（CFTC）批准預測市場平臺 Kalshi 推出美國首個受監管的比特幣永續期貨（Bitcoin Perpetual Futures），並進一步表示，不反對Coinbase向美國投資者提供符合相關框架的永續期貨產品。 這一獲批意味着美國首次允許本土交易所推出永續期貨，打破了過往主要由Binance、OKX等海外加密交易所以及以開曼羣島為基地的離岸交易所營運，同時也代表着像CME這樣的傳統交易所將首次面對來自加密平臺的直接競爭。 CFTC主席表示這是美國資本市場的分水嶺時刻，自此之後，該品種在美國市場迅速走紅，Kalshi表示，永續期貨推出不到一週交易量就達到10億美元，成為公司歷史上成長最快的產品。根據市場公開數據顯示，該合約去年交易量約90萬億美元，遠高於2023年的30萬億美元。 但市場對於永續合約一直存在不同的聲音： 樂觀派：自從美伊衝突爆發以來，Hyperliquid 平臺上對原油永續期貨的強勁需求，肯定了CFTC引入永續期貨交易的決定，「數據具有強勁說服力！」； 悲觀派：這是加密領域「最危險產品」，認為缺乏危機緩衝和風險管理機制，可能會讓本金較小的投資者蒙受重大損失，加劇市場波動。 圖源：MoneyDJ理財網 今年6月，CME交易所便起訴CFTC，認為他們完全撤銷了2008年全球金融風暴後引入的監管規定，消費者權益組批評CFTC完全","listText":"小虎們大家好呀，昨日加密虎纔跟大家聊到了CLARITY Act法案的最新進展，參議院共和黨人於7月22日正式公佈包含白宮同意的倫理條款的最新文本，參議院多數黨領袖John Thune明確表示，有望在下週將法案提交全院表決。 這標誌着這項旨在為加密貨幣市場提供長期監管清晰度的法案，已進入立法程序的最後關鍵窗口。那麼本期加密觀點場，我們來看看一直爭議比較大的加密貨幣永續合約~~ 加密貨幣永續合約成為爭論議題！ 今年5月，美國商品期貨交易委員會（CFTC）批准預測市場平臺 Kalshi 推出美國首個受監管的比特幣永續期貨（Bitcoin Perpetual Futures），並進一步表示，不反對Coinbase向美國投資者提供符合相關框架的永續期貨產品。 這一獲批意味着美國首次允許本土交易所推出永續期貨，打破了過往主要由Binance、OKX等海外加密交易所以及以開曼羣島為基地的離岸交易所營運，同時也代表着像CME這樣的傳統交易所將首次面對來自加密平臺的直接競爭。 CFTC主席表示這是美國資本市場的分水嶺時刻，自此之後，該品種在美國市場迅速走紅，Kalshi表示，永續期貨推出不到一週交易量就達到10億美元，成為公司歷史上成長最快的產品。根據市場公開數據顯示，該合約去年交易量約90萬億美元，遠高於2023年的30萬億美元。 但市場對於永續合約一直存在不同的聲音： 樂觀派：自從美伊衝突爆發以來，Hyperliquid 平臺上對原油永續期貨的強勁需求，肯定了CFTC引入永續期貨交易的決定，「數據具有強勁說服力！」； 悲觀派：這是加密領域「最危險產品」，認為缺乏危機緩衝和風險管理機制，可能會讓本金較小的投資者蒙受重大損失，加劇市場波動。 圖源：MoneyDJ理財網 今年6月，CME交易所便起訴CFTC，認為他們完全撤銷了2008年全球金融風暴後引入的監管規定，消費者權益組批評CFTC完全","text":"小虎們大家好呀，昨日加密虎纔跟大家聊到了CLARITY Act法案的最新進展，參議院共和黨人於7月22日正式公佈包含白宮同意的倫理條款的最新文本，參議院多數黨領袖John Thune明確表示，有望在下週將法案提交全院表決。 這標誌着這項旨在為加密貨幣市場提供長期監管清晰度的法案，已進入立法程序的最後關鍵窗口。那麼本期加密觀點場，我們來看看一直爭議比較大的加密貨幣永續合約~~ 加密貨幣永續合約成為爭論議題！ 今年5月，美國商品期貨交易委員會（CFTC）批准預測市場平臺 Kalshi 推出美國首個受監管的比特幣永續期貨（Bitcoin Perpetual Futures），並進一步表示，不反對Coinbase向美國投資者提供符合相關框架的永續期貨產品。 這一獲批意味着美國首次允許本土交易所推出永續期貨，打破了過往主要由Binance、OKX等海外加密交易所以及以開曼羣島為基地的離岸交易所營運，同時也代表着像CME這樣的傳統交易所將首次面對來自加密平臺的直接競爭。 CFTC主席表示這是美國資本市場的分水嶺時刻，自此之後，該品種在美國市場迅速走紅，Kalshi表示，永續期貨推出不到一週交易量就達到10億美元，成為公司歷史上成長最快的產品。根據市場公開數據顯示，該合約去年交易量約90萬億美元，遠高於2023年的30萬億美元。 但市場對於永續合約一直存在不同的聲音： 樂觀派：自從美伊衝突爆發以來，Hyperliquid 平臺上對原油永續期貨的強勁需求，肯定了CFTC引入永續期貨交易的決定，「數據具有強勁說服力！」； 悲觀派：這是加密領域「最危險產品」，認為缺乏危機緩衝和風險管理機制，可能會讓本金較小的投資者蒙受重大損失，加劇市場波動。 圖源：MoneyDJ理財網 今年6月，CME交易所便起訴CFTC，認為他們完全撤銷了2008年全球金融風暴後引入的監管規定，消費者權益組批評CFTC完全","images":[{"img":"https://community-static.tradeup.com/news/fed556890930b85a15dc06ce6ecbdde7"},{"img":"https://community-static.tradeup.com/news/93d49952bc3828a081b294afab5dd7d8"},{"img":"https://community-static.tradeup.com/news/caab91fa567a6afb77b34b6845b4b7aa"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589183502389512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588138309870664,"gmtCreate":1784618562292,"gmtModify":1784621250927,"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":"buy btc","listText":"buy btc","text":"buy btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588138309870664","repostId":"588110225272912","repostType":1,"repost":{"id":588110225272912,"gmtCreate":1784617319580,"gmtModify":1784621400099,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182991226837512","authorIdStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】比特幣礦企股價飆升超10%！轉型AI成為新動力？","htmlText":"小虎們，隔夜美股三大指數反覆回軟，晶片股迎財報季反彈，道瓊斯指數迎來三連跌，納斯達克和標普500指數似乎也有震盪下跌的趨勢，在原油重返80美元關口後，通脹幽靈是否會再次光顧美國經濟呢？ 但市場的AI信仰依舊堅挺，就連比特幣礦企業接連擁抱AI，但美國SEC監管是否會成為攔路虎呢？一起來看看吧~~~ IREN同Hut8拿下大額AI雲計算合同！ 隔夜美股開盤，比特幣礦企IREN、Hut 8、MARA Holdings等股價升超10%，主要受到前兩家公司接連拿下大額AI雲計算合同，引起了轉型AI的熱潮，尤其是在比特幣價格低迷，挖礦經濟逐漸走弱的背景下。 IREN宣佈，與多家AI開發商簽署新的多年期雲計算合同，總價值達28億美元，同時上調全年目標，將AI雲服務年化運營收入目標從之前的37億美元提升至40億美元，將數據中心容量從目前的480兆瓦擴張至2027年的1.2吉瓦。目前客戶包括微軟、英偉達、Figure AI等，有近90%達成了合作協議。 Hut8也宣佈，旗下位於德克薩斯州的數據中心園區已經完成全面租賃，並與未透露名字的「高投資級企業」簽署了一份價值98億美元，為期15年的租約，該租戶將其簽約算力容量翻倍至超700兆瓦。 據悉，如果算上延期選項的話，這份協議的總價值可能會超過500億美元，15年合同總價近200億美元。有華爾街分析師給予了「買入」評級，認為Hut 8股價會很快回到前期高點（140.80美元）。 在兩則消息公佈後，IREN隔夜收升逾19%至40.20美元；Hut 8隔夜收漲10.37%至100.93美元，年內已經累計升超119%；Cipher Mining升近17%，CleanSpark升超10%，MARA Holdings、Riot Platforms等均有所上升。 有鏈上分析師表示，比特幣礦股今年已經經歷劇烈波動，AI轉型推動了整個板塊的估值重估，但也引起了市","listText":"小虎們，隔夜美股三大指數反覆回軟，晶片股迎財報季反彈，道瓊斯指數迎來三連跌，納斯達克和標普500指數似乎也有震盪下跌的趨勢，在原油重返80美元關口後，通脹幽靈是否會再次光顧美國經濟呢？ 但市場的AI信仰依舊堅挺，就連比特幣礦企業接連擁抱AI，但美國SEC監管是否會成為攔路虎呢？一起來看看吧~~~ IREN同Hut8拿下大額AI雲計算合同！ 隔夜美股開盤，比特幣礦企IREN、Hut 8、MARA Holdings等股價升超10%，主要受到前兩家公司接連拿下大額AI雲計算合同，引起了轉型AI的熱潮，尤其是在比特幣價格低迷，挖礦經濟逐漸走弱的背景下。 IREN宣佈，與多家AI開發商簽署新的多年期雲計算合同，總價值達28億美元，同時上調全年目標，將AI雲服務年化運營收入目標從之前的37億美元提升至40億美元，將數據中心容量從目前的480兆瓦擴張至2027年的1.2吉瓦。目前客戶包括微軟、英偉達、Figure AI等，有近90%達成了合作協議。 Hut8也宣佈，旗下位於德克薩斯州的數據中心園區已經完成全面租賃，並與未透露名字的「高投資級企業」簽署了一份價值98億美元，為期15年的租約，該租戶將其簽約算力容量翻倍至超700兆瓦。 據悉，如果算上延期選項的話，這份協議的總價值可能會超過500億美元，15年合同總價近200億美元。有華爾街分析師給予了「買入」評級，認為Hut 8股價會很快回到前期高點（140.80美元）。 在兩則消息公佈後，IREN隔夜收升逾19%至40.20美元；Hut 8隔夜收漲10.37%至100.93美元，年內已經累計升超119%；Cipher Mining升近17%，CleanSpark升超10%，MARA Holdings、Riot Platforms等均有所上升。 有鏈上分析師表示，比特幣礦股今年已經經歷劇烈波動，AI轉型推動了整個板塊的估值重估，但也引起了市","text":"小虎們，隔夜美股三大指數反覆回軟，晶片股迎財報季反彈，道瓊斯指數迎來三連跌，納斯達克和標普500指數似乎也有震盪下跌的趨勢，在原油重返80美元關口後，通脹幽靈是否會再次光顧美國經濟呢？ 但市場的AI信仰依舊堅挺，就連比特幣礦企業接連擁抱AI，但美國SEC監管是否會成為攔路虎呢？一起來看看吧~~~ IREN同Hut8拿下大額AI雲計算合同！ 隔夜美股開盤，比特幣礦企IREN、Hut 8、MARA Holdings等股價升超10%，主要受到前兩家公司接連拿下大額AI雲計算合同，引起了轉型AI的熱潮，尤其是在比特幣價格低迷，挖礦經濟逐漸走弱的背景下。 IREN宣佈，與多家AI開發商簽署新的多年期雲計算合同，總價值達28億美元，同時上調全年目標，將AI雲服務年化運營收入目標從之前的37億美元提升至40億美元，將數據中心容量從目前的480兆瓦擴張至2027年的1.2吉瓦。目前客戶包括微軟、英偉達、Figure AI等，有近90%達成了合作協議。 Hut8也宣佈，旗下位於德克薩斯州的數據中心園區已經完成全面租賃，並與未透露名字的「高投資級企業」簽署了一份價值98億美元，為期15年的租約，該租戶將其簽約算力容量翻倍至超700兆瓦。 據悉，如果算上延期選項的話，這份協議的總價值可能會超過500億美元，15年合同總價近200億美元。有華爾街分析師給予了「買入」評級，認為Hut 8股價會很快回到前期高點（140.80美元）。 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有鏈上分析師表示，比特幣礦股今年已經經歷劇烈波動，AI轉型推動了整個板塊的估值重估，但也引起了市","images":[{"img":"https://community-static.tradeup.com/news/879505e5bd0a7ddcb4a2a3c7d026c3a5"},{"img":"https://community-static.tradeup.com/news/b406ecb3f7b6cc6099b1b0ea6f3ced4b"},{"img":"https://community-static.tradeup.com/news/148304b5a3dd413f43bc996e8c51b532"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588110225272912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587861321712264,"gmtCreate":1784551044707,"gmtModify":1784551047521,"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":"<a 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good","text":"asml good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586970544342440","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586970392789392,"gmtCreate":1784333419202,"gmtModify":1784333421975,"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":"unh hold","listText":"unh hold","text":"unh 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醫療成本率（Medical Care Ratio，MCR）為86.7%，較上年同期有所下降（89.4%），主要得益於會員結構改善以及醫療成本管理措施持續推進； 醫療準備金淨釋放（Net Medical Reserve Development）為8.6億美元； 應付理賠天數（Days Claims Payable）為47.0天； 應收賬款週轉天數（Days Sales Outstanding，DSO）為17.7天，低於2026年第一季度的21.6天及2025年第二季度的19.9天； 運營成本率（Operating Cost Ratio）為12.7%，高於上年同期的12.3%； 經營活動現金流（Cash Flows from Operations）為111億美元，約為淨利潤的1.9倍； 截至2026年7月中，公司已經累計回購普通股40億美元，並有望完成2026全年至少回購50億美元普通股的目標。 具體業務層面來看： 僱主與個人保險業務：當季度營收為200億美元，略高於上年","listText":"小虎們，在經歷了黑色星期一後，今日港A股開盤持續大跌，恆生指數一度跌超2.6%，恆生科技指數一度跌超5%；上證指數和創業板指也一度跌超3%和8%，大家要注意風險管理哦~~~ 而在美股銀行股財報後，下週特斯拉、盈透證券、ServiceNow、德州儀器等也將會陸續披露財報，今天我們來看看老牌醫療保險巨頭聯合健康的表現~~~ Q2業績超預期！大幅上調全年指引！ 7月16日美股盤前，聯合健康發布了2026年Q2財報，季度利潤遠超華爾街預期，也向市場和投資者宣告在經歷了2025年幾次的歷史崩盤後，這家醫療保險巨頭正在逐漸復甦： 營收為1120億美元，高於上年同期的1116億美元； 營業利潤為80億美元，上年同期為52億美元，主要受益於聯合醫療保險（UnitedHealthcare）和健康服務（Optum）兩大業務板塊； 醫療成本率（Medical Care Ratio，MCR）為86.7%，較上年同期有所下降（89.4%），主要得益於會員結構改善以及醫療成本管理措施持續推進； 醫療準備金淨釋放（Net Medical Reserve Development）為8.6億美元； 應付理賠天數（Days Claims Payable）為47.0天； 應收賬款週轉天數（Days Sales Outstanding，DSO）為17.7天，低於2026年第一季度的21.6天及2025年第二季度的19.9天； 運營成本率（Operating Cost Ratio）為12.7%，高於上年同期的12.3%； 經營活動現金流（Cash Flows from Operations）為111億美元，約為淨利潤的1.9倍； 截至2026年7月中，公司已經累計回購普通股40億美元，並有望完成2026全年至少回購50億美元普通股的目標。 具體業務層面來看： 僱主與個人保險業務：當季度營收為200億美元，略高於上年","text":"小虎們，在經歷了黑色星期一後，今日港A股開盤持續大跌，恆生指數一度跌超2.6%，恆生科技指數一度跌超5%；上證指數和創業板指也一度跌超3%和8%，大家要注意風險管理哦~~~ 而在美股銀行股財報後，下週特斯拉、盈透證券、ServiceNow、德州儀器等也將會陸續披露財報，今天我們來看看老牌醫療保險巨頭聯合健康的表現~~~ Q2業績超預期！大幅上調全年指引！ 7月16日美股盤前，聯合健康發布了2026年Q2財報，季度利潤遠超華爾街預期，也向市場和投資者宣告在經歷了2025年幾次的歷史崩盤後，這家醫療保險巨頭正在逐漸復甦： 營收為1120億美元，高於上年同期的1116億美元； 營業利潤為80億美元，上年同期為52億美元，主要受益於聯合醫療保險（UnitedHealthcare）和健康服務（Optum）兩大業務板塊； 醫療成本率（Medical Care Ratio，MCR）為86.7%，較上年同期有所下降（89.4%），主要得益於會員結構改善以及醫療成本管理措施持續推進； 醫療準備金淨釋放（Net Medical Reserve Development）為8.6億美元； 應付理賠天數（Days Claims Payable）為47.0天； 應收賬款週轉天數（Days Sales Outstanding，DSO）為17.7天，低於2026年第一季度的21.6天及2025年第二季度的19.9天； 運營成本率（Operating Cost Ratio）為12.7%，高於上年同期的12.3%； 經營活動現金流（Cash Flows from Operations）為111億美元，約為淨利潤的1.9倍； 截至2026年7月中，公司已經累計回購普通股40億美元，並有望完成2026全年至少回購50億美元普通股的目標。 具體業務層面來看： 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