@MilkTeaBro：
$SHANGHAI IND H(00363)$ Bought the dip for market swing trading
自由與躺平
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- More than 1.5 billion salaries can't be kept! AI Chinese genius Pang Ruoming changed jobs twice in 7 months. Why did she abandon Meta and switch to OpenAI? The battle for artificial intelligence (AI) talents is intensifying, and OpenAI has successfully cornered Ruoming Pang, a well-known AI researcher, from Meta. According to the U.S. media The Information on Wednesday (25th), Pang Ruoming left Meta last week and officially joined OpenAI, which is his second job change in about seven months. The OpenAI spokesman has confirmed the news. It is reported that the company has been cornering Pang Ruoming for several months. Although he once expressed his work in Meta, he finally decided to leave. Bloomberg reported that when Pang Ruoming joined Meta in 2025, the total salary plan for several yea
- https://investor.lkcoffee.com/news-releases/news-release-details/luckin-coffee-announces-fourth-quarter-and-fiscal-year-2025瑞幸咖啡公佈2025年第四季度和全年財報
瑞幸咖啡公佈2025年第四季度和全年財報
@瑞幸咖啡：原文鏈接：https://investor.lkcoffee.com/news-releases/news-release-details/luckin-coffee-announces-fourth-quarter-and-fiscal-year-2025 - the cruellest truth in life is : When you take making money as your only goal, you are probably exchanging the most precious things for the least important things. Those things we desperately pursue - higher positions, more expensive cars, bigger houses - become the lightest when life comes to an end. What is really important is what we ignore: the growth of children, chat with parents, a healthy body, and inner peace. Remember: Money should be the tool to make you live a better life, not the whole meaning of your life. The smartest people know how to enjoy the scenery along the way on the way of chasing their dreams...
- Capes科技股回撤 ，該恐慌還是建倉？分享我的 AMZN 期權實戰思路
科技股回撤 ，該恐慌還是建倉？分享我的 AMZN 期權實戰思路
@天天是周末：最近美股科技板塊的震盪，讓不少持倉的朋友感到揪心。從盤面上看，亞馬遜（AMZN） $Amazon.com(AMZN)$ 自去年11月初至今已回撤約 24%，Meta $Meta Platforms, Inc.(META)$ 自10月底高點也回調了 15%。市場恐慌的核心只有一個詞：資本支出（CapEx）。 1. 巨頭們的“重資產”轉型 根據 Bloomberg 數據，2026年四大巨頭的 AI 基建投入將直衝 $6000億。 陣痛期：科技股正從“輕資產”向“重工業”轉型。瘋狂採購 GPU 和擴建數據中心，意味着鉅額折舊將直接拖累短期利潤。 機構觀望：當現金流（FCF）被資本支出吞噬，習慣了高毛利的機構選擇套利撤退，這是股價回落的主因。 2. 散戶的“強心劑” 作爲交易者，與其在暴跌中恐慌，不如理清邏輯： · 買“門票”：投 AI 可能會縮減短期利潤，但不投就意味着被時代淘汰。這是維持壟斷地位的“門票”。 · 看變現：與其看燒了多少錢，不如盯着 AWS 的毛利率。只要盈利能力在，這筆投資就是護城河。 · 非崩潰：目前的調整是“擠水分”，是對過去過度樂觀預期的估值迴歸。 3. 實戰：我如何用 Option Wheel應對調整？ · 第一步：Sell OTM Put (收租) 在 - Codex
Codex
OpenAI Just Released Comprehensive Tutorials On Codex—The AI Coding Agent That Acts Like A Virtual Software Teammate. While everyone's using ChatGPT to write code snippets, OpenAI built something far more powerful. OpenAI Codex is a coding agent that can interpret natural-language instructions, navigate entire codebases, write code, fix bugs, run tests, and propose pull requests based on developer intent. It's not just autocomplete. It's a virtual software teammate powered by OpenAI's codex-1 model—designed specifically for software engineering. And extensive tutorials now show developers exactly how to use it. What Codex actually does: → Navigate complex codebases across multiple files → Understand developer intent from natural language → Write, debug, and refactor code in multiple langua
