wslam personal page - To The Moon

wslam

wslam

No personal profile

6Follow

3Followers

0Topic

0Badge

09-15

Very good 👍 Very cool

08-23

Good

09-10

$小米集團-W(01810)$

09-02

Good

08-18

Good

08-18

Good

08-16

$美國中期國債 1.875% 2027/02/28(US91282CEC10.BOND)$

08-16

$騰訊控股(00700)$

08-16

$小米集團-W(01810)$

08-16

Good , win

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浮倉減碼提前鎖利過週末","htmlText":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌<a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$ &nbsp;</a>‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","listText":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌<a href=\"https://ttm.financial/S/06869\">$長飛光纖光纜(06869)$ &nbsp;</a>‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","text":"恆指全日軟腳橫行：最終收25565.74 點，跌0.34%。 恆生科技指數：收4620.29 點，跌0.13%。 盤面結構：全市升股 1166 隻、跌股 1152 隻，接近一半一半，明擺住係標準結構性行情。指數冇乜大動作，但板塊同個股差天共地。半導體、光通信繼續領漲全市，銀行、保險、消費舊經濟就繼續捱沽，資金喺板塊之間輪動嘅格局，睇得一清二楚。 資金面都同預期冇出入： ‌南向資金：全日淨買入31.79 億港元，屬於正常結構性流入規模，唔見有海量新錢大舉入場接盤； 大市全日成交：2335.15 億港元，同昨日基本持平，依然係存量資金博弈嘅環境。 外部情緒：再加埋隔夜英偉達業績勁到爆，但常規交易時段反而見光死收跌1.59%，要等到盤後電話會議講出 2028 財年營收增 70% 嘅超預期指引，股價先由跌轉漲、盤後最終漲超4%。呢種業績靚都要先跌一跌、靠額外指引先拉得返嘅走勢，已經預示住高位科技股嘅資金情緒開始轉趨謹慎，獲利盤兌現壓力逐步釋放，午間講嘅暗湧，絕對唔係空穴來風。 ‌一、 個股全按預設計劃走 整體總倉位維持早前定下嘅7 成上限以內，今日所有減倉，只針對個股入面嘅短差倉、短線浮倉部分按比例執行，核心底倉同波段倉全程保持唔鬱，減倉之後組合總倉位依然喺 7 成框架入面，冇突破上限。所有動作全部係午間休市時講明嘅計劃，收市前落地。 ‌$長飛光纖光纜(06869)$ ‌ 倉位操作：短差倉減 4 成，核心中線底倉 + 波段倉全數保持唔鬱。 ‌盤面走勢：最高衝至182.2 蚊，全日成交60.09 億，量能夠曬旺盛。 ‌走勢分析：走勢同午間判斷一模一樣：180 蚊關口壓力相當明顯，盤中衝上去之後就反覆震盪，獲利盤開始逐步兌現。不過冇諗到嘅係，再難衝都抵唔住熱情，[吃瓜]下晝臨近三","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601332283417720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601292409762960,"gmtCreate":1787836893378,"gmtModify":1787836896144,"author":{"id":"4246837204037102","authorId":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4246837204037102","authorIdStr":"4246837204037102"},"themes":[],"title":"","htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601292409762960","repostId":"601253134992152","repostType":1,"repost":{"id":601253134992152,"gmtCreate":1787827301402,"gmtModify":1787828696433,"author":{"id":"4244812597744472","authorId":"4244812597744472","name":"龍哥哥咯","avatar":"https://community-static.tradeup.com/news/2f6ba7c1310d9ffd6284adb543dd82ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4244812597744472","authorIdStr":"4244812597744472"},"themes":[],"title":"英偉達財報炸裂帶飛全線AI！今日個股瘋漲指數卻裝弱｜全倉飄紅，妥妥吃肉節奏！","htmlText":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 個股基本面並冇出現任何問題，只係資金正常輪動獲利。後續重點觀察業績數據能否持續","listText":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 個股基本面並冇出現任何問題，只係資金正常輪動獲利。後續重點觀察業績數據能否持續","text":"兄弟們晚上好！ 🤦‍♂️今日港股行情真係戲劇效果拉滿，完美上演指數弱、個股活的分化行情！ 昨晚英偉達財報直接超預期炸裂，徹底點燃全球AI產業鏈情緒，AI大模型應用、算力芯片、存儲芯片集體迎來情緒大爆發。 但大盤指數就比較佛系，被大消費、車股短期回調拖後腿，走得偏弱。好在技術面支撐超紮實，恆指在25500點上方死死撐住，完全冇走弱破位嘅跡象。 好多人今日睇指數唔漲，以為行情一般，其實盤面暗地裡賺錢效應超級好🔥 今日市場節奏極其清晰：資金根本冇跑路，只係精準調倉換方向。 資金果斷拋棄業績一般、季度承壓嘅傳統製造、弱消費板塊，大幅調倉重倉擁有硬業績、硬景氣度嘅賽道。 當下市場最核心嘅兩大主攻方向：AI硬件+存儲芯片+大模型應用、高質業績醫藥龍頭。 講白一句：市場主線從來冇變，自始至終都緊緊圍繞科技創新展開，弱業績板塊被資金淘汰，強景氣科技賽道持續吃滿紅利！ --- ��7隻持倉逐個覆盤！ 1️⃣$智譜 (02513.HK)$ ｜今日全倉最強王者�� 成本876.32｜浮盈+32.4% 今日真的狠狠吃肉！絕對係全倉最亮眼嘅存在，走勢穩到離譜。 隨住英偉達財報超預期落地，AI大模型賽道再度享受市場估值溢價，全日量價齊升，節奏超健康，完全係資金重點抱團嘅核心標的。 講真短期累積漲幅已經唔細，高位波動肯定會加大，呢個位置不要盲目追高。 但趨勢完全冇壞、資金鎖倉明顯，既然行情夠強，就穩穩拿住，順勢吃肉就完事✅ 2️⃣$今海醫療科技 (02225.HK)$ ｜業績落地獲利盤兌現🛡️ 成本3.789｜浮盈+43.0% 今日公佈中期業績，屬於典型嘅「利好落地變利空」。 之前提前炒作納入指數、業績預期，今日消息正式落地之後，大量獲利盤選擇逢高止盈出逃，導致個股走勢偏弱。 不過我心態超淡定，手裡足足43%浮盈安全墊夠厚！ 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