EDT事件套利(營收,財報會與前瞻;CPI與升息;會展與新品會)
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1/8.CES開展 參展中企家數腰斬 大疆、華為 中興電 小米全缺席
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23-1/14.JL回顧EDT2022,前瞻2023,前瞻2023年某時刻,與2022年相反,當CPI反向趨勢現,憧憬利息反向,憧憬盈利反向,美股就會預CPI,財報會,央爸會前後大波動
1.回顧EDT2022:
12/30.DataTrek Research: 2022年美國標普500指數94%下跌都與5天有關,主要圍繞:CPI通膨、財報會盈利低於預期及Fed升息反應,回顧這5天,或能窺探2023年美股走勢。
1)9/13:標普指跌4.3%,8月CPI
高於8%預期達8.3%;
2)5/18:標普指數跌4%,Target營收遠低預期,當日股價收跌25%;
3)6/13:標普指跌3.9%,美5月CPI高於8.3%預期達8.6%,本日標指數
首入熊,較1/3高點了跌21.8%。
4)4/29:標普指跌3.6%,亞馬遜Q1業績滑,下調財報指引,股價大跌14%,創2006來最大單日跌幅，間接導致其他大型科技股也開始螺旋式下跌。
5)5/5:標普指跌3.6%,美股雲霄飛車，回吐前1天因主席鮑爾「鴿派」言論所引發巨大漲幅。
2.前瞻2023年:
1)與2022年相反,某個時刻,當CPI反向趨勢現,憧憬利息反向,憧憬盈利反向,美股就會大漲連連
2)方向確認後會暴漲反應，以後再逢
會連連反應
3)為不錯失確認後暴漲，投資人會分批提早布局，憧憬預期數值改善前，股市就提早反應，在CPI,財報會,央爸會前後，大波動，
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1/11.JL談EDT刺槍術，
1.通常以事件波段交易，
1)以總體事件:CPI,非農就業,升息,
2)季節性:電子季節循環，元月行情，春吶紅包行情，夏夢行情，季報年報作帳……
3)產業新品會:
元月CES展,
六月Computex電腦展,九月蘋果新品會,
4)個股財報相關發布會:營收,財報會,
5)群組內有相片簿集
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2.EDT:Event Driven Trading
事件驅動投資(交易)
https://zh.m.wikipedia.org/zh-tw/%E4%BA%8B%E4%BB%B6%E9%A9%85%E5%8B%95%E6%8A%95%E8%B3%87
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11/13.2022-Q3上市櫃財報
https://ec.ltn.com.tw/article/paper/1551493
10/26.纳指期货跌超2%(微软业绩报告发布后跌超7%,谷歌A也跌超6%)
9/28.蘋果增產生變帶衰 美科技股齊拋售
9/14.半導體展今登場 規模空前「滿到走廊」
9/13.宏達電追蹤套件上市 威盛帶動股價站上所有均線「VIVE Focus 3眼球追蹤套件」及「VIVE Focus 3表情偵測套件」
https://ec.ltn.com.tw/article/breakingnews/4055610
9/13.美CPI高於預期 道瓊開盤狂殺逾800點 台指期也重挫
9/13.通膨風險趨於緩和 小摩：全球經濟可望免於步入衰退
https://m.cnyes.com/news/id/4953319
9/13.瑞信分析師：通膨將大幅下滑 Fed有望未來4至6個月暫停升息
https://m.cnyes.com/news/id/4952794
9/11.“软着陆”预期大增？美国股债重新“相信美联储”(衡量通胀预期的美债盈亏平衡利率（尤其是短端利率）大幅下行，其中2年期美债的盈亏平衡利率已降至2021年1月来的最低水平，五年盈亏平衡通胀率已从3月份3.76%峰值回落至目前2.6%以下)
https://wallstreetcn.com/articles/3670054
1)9/10.美股反弹，科技股、逼空股“重温旧梦”，結束三週連跌，背后是市场对“软着陆”的渴望?(市场定价显示，9月连第三次加息75个基点几乎“板上钉钉”，11月加息50基点，12月加息25基点。
https://wallstreetcn.com/articles/3670037
2)9/10.美市场的通胀预期本週快速下行,尤其是短期预期，2年期盈亏平衡通胀率已跌到2021年1月来最低点。伴随市场通胀预期下行的是，本周美股反弹，尤其科技股。
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9/13.iPhone14系列预售喜忧参半蘋果股價漲4%(郭明錤:iPhone14和iPhone14 Plus预购结果“糟糕”，表明苹果对这两款佔出貨量約40%新标准机型定位,可能已失败; iPhone14 Pro和iPhone14 Pro Max预购结果“中性”和“良好”;中国区iPhone14 Pro系占订单约85%,非常受欢迎)
https://wallstreetcn.com/articles/3670113
2022年9月16日 星期五
2022年9月15日 星期四
草稿24:春吶夏夢雙巴豬頭:紅包行情/財報半年/除權息參拜墓碑
2015為草稿
1)2015.春吶-紅包行情/Q1季報財報公布/4月歐美基金半年報結算
2)2015夏夢:半年報作帳,除權息參拜墓碑,蘋果台積政府下修處處大狗熊,馬英九折價風暴融資斷頭潮,空頭黃金歲月提早,轉雙巴豬頭盤
3)秋雙巴豬頭盤(2024-10~11):Q3美財報台法說與前瞻/十月
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2024年.JL春吶進行曲:SpringScream
I.春吶紅包行情(1.0):
1.一~三月:衝衝衝!
1)2/5.春吶(11月啟動紅包行情,美股1~2月無大跌修正,直接衝到邪惡波)Q2Q3看好股或產業AI領衝
2)JL春吶(1.0):紅包行情:紅包游資+大股東政府教主佈道會(GPC)憧憬與大作法+新品會財報會佈道會巨星(CES/WMC/GPC)怕錯失大過農曆長假風險+巨星衝刺+新年度巨星領創高爭霸衝邪惡波:(AI輝達等,組裝,散熱,Cpo,高階封裝,智財)+投信新手被嘎績效追補+呆瓜散戶紅包追配息ETF基金+強補嘎空+作帳+醜媳見公婆+財報大清洗+大狗熊翻與豬羊變色+人氣沸騰:名嘴與雜誌週刊素人股神房神滿天飛+衝墓碑後參拜墓碑+憧憬電腦展AI怖道大會:分別
JL春吶進行曲(SS1.1)紅包游資熱烘烘,呆瓜散戶紅包追息ETF基金(939,940)造就巨星
JL春吶進行曲(SS1.2)大股東政府教主佈道會(GPC)憧憬與大作法(常用財報空窗期)
JL春吶進行曲(SS1.3)新品會財報會佈道會巨星(CES/WMC/GPC)怕錯失大過農曆長假風險:
JL春吶進行曲(SS1.3.1)新年度巨星領創高爭霸衝邪惡波:AI輝達等,組裝,散熱,Cpo,高階封裝,智財..
JL春吶進行曲(SS1.4)投信新手被嘎績效追補.
JL春吶進行曲(SS1.5)小S魔亂舞,牛鬼蛇神盡出,題材繪影股價開槍:鎖碼飆股如..
JL春吶進行曲(SS1.6)強補空嘎空屠空(與多殺多)
JL春吶進行曲(SS1.7)Q1作帳與新ETF布局/歐美共同基金年報結帳(如下附)
JL春吶進行曲(SS1.8)落後補漲鴻海金融與龍套領軍(24鴻海金融等)
JL春吶進行曲(SS1.9)關門股吊車尾領軍(工具機上銀 生醫等)
JL春吶進行曲(SS1.10)菸屁股雞肋股輪流噴
JL春吶進行曲(SS1.11)醜媳見公婆,財報大清洗,大狗熊翻,豬羊變色
JL春吶進行曲(SS1.12)沸騰:名嘴雜誌週刊素人股神房神滿天推買配息股(24台大少年股神)
JL春吶進行曲(SS1.13)衝墓碑後分批參拜墓碑,先嘎空再多殺多:空軍大運
JL春吶進行曲(SS1.14)雙巴盤啟動:作帳,520行情(輸電2月啟飆,軍工追) JL春吶進行曲(SS1.15)憧憬電腦展AI怖道大會
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2.各月:2.1).一月CES,財報,新年.
1/11.春吶行情(1):CES/中國新年備料/台積財報利多
JL3C新品(1.1):年底到1月初炒CES(1/9~12)/
JL龍套季節股(S1.2)-流感股風雪股寒假股(二發動,口罩股已飆過):
JL龍套季節股中國年長假備料(記憶體模組/面板)與年節品/寒假股
JL法說財報(F1.1)(12月營收/Q1財報)台積1/18./Nvda2/21./Amd/Meta/Amzn/蘋果
JL央爸會:歐/日/(美央爸:Fed:1/30~31)/(中:1/24降準股市噴)
JL春節長假節前賣壓/與假期狂牛(2023/24春節假後補狂牛外資大補買Tsma/AI)
1/8.CES大拜拜:黃主教佈道:Q2出中品股價創高 Nvda+5%,Smci +10%Ldg+7%半導體:費+3.3%Arm+9% Mrvl+7%Amd+5%//1/9.CES大拜股價創高,Nvda+2%,Amd+2//1/10.續創高Nvda+2%1/16:CES尾Amd+8%Nvda+3%; 1/18.台積佈道會領漲,Tsm+10%Arm+6%AmatAsml+5% MrvlKlacLrcxAvgoSwksQcom+4%Fii+8%;費+3.4%; 1/23.預期降準中港股再狗熊翻Hxc+4.8%國企+ 2.8%港+2.6%深+ 1.4%;1/24.降準中港股狗熊噴國企+4.1%港+3.7%Hxc+2.4%;微軟破3兆美元,Nflx+11%Asml+9%,帶動費納標指微軟(Amd+6%Nvda+2%)再創高;1/25.降準中股狗熊續噴:國企2.2%港2%滬3%深2% 1/31.財報:Amsc-18 %Goog-7%;中股連兩日大跌 ---------------
2.2).二月:2/3.春吶行情(2):
2/3.JL:AI財報與新品擔心錯失效應壓過春節長假風險效應:農曆年假(2/8~14). JL財報會:Meta2/2.Nvda2/21;
JLAI新品(3.1):巴塞隆納WMC-AI新品-2/26~29.
JL;MSCI 季度調整名單公告/MSCI季度新成分股最後調整日
2/2.Meta+20%財報衝指數:重磅股Nvda+5%創高Amzm+8% 2/5.Smci+14%Lly+6%Nvda+5%創高;2/6.Pltr+31%中股狗熊翻:深+6.2% Hxc+5.9%國企+ 4.9%港4%滬+3.2% 2/7.能源超級大狗熊翻:Enph+17%Sedg+13%;2/8.財報會:Arm+48%,Nvts+11%,Tsm+7%衝補漲;2/9.TSM:佈道會前衝設備股 Amat+7%LrcxKlac+5%;Nvda721.33+3.6%Smci+6%創高;2/12.Arm+29%,2/14.Nvda739+2.5%Smci+11%創高;2/15.Soud67% 2/21.Nvda21財報會盤後+9%;2/22.Nvda財報會:費標日歐股創高:Nvda+16%Amd+11%Mrvl+7%Avgo+6%,Smci+33%);中股續翻:國企+2.1%港+1.5%費+5%納+3%標2.1%Hxc+1.5%道1.2%Semi:MuSkhy+5%Arm+4% ;MetaAmzn+4%Msft+2%; 2/22.Tsm24熊本廠:AmatAsmlKlacLrcx+5%Tsm+3%;WmcMtk+8% 2/29.WMC:Dell新品與財報會盤後+20%Amd+9%Mrvl+6%Arm+5% ------------------------
2.3).三月.
3/1.春吶行情(3.1):衝刺
JL3C新品(3.1):3/2~5:巴塞隆納WMC/AI;3/15.GPC
JL中國兩會(P.1):228降息
JL會展(3.2)3月:自行車展;台北國際工具機展
3/7.FT50/100公布:(五十大指數無改/小指數改/剃高息)
JL會展(3.5)/
3/19-20:FOMC會又玩前後噴遊戲
JLQ1季報作帳衝刺/3/29台股高息股指數變更最後交易日
JL強補空嘎空如火如荼(3/1~31)
3/1.老鮑話春吶+佈道會噴半導體:Dell+32%創高 GTC:Nvda822.79+4%,Avgo1399.17+8%,Amd202.64 Lrcx981.53Klac717.57+5%, Asml990.94,Amat210.25+4%,費+4.3%創高,Tsm+5%,Mrvl+8% Syna+6%Mu+5% 3/4.佈道會前:GTC18Nvda +4%Tsm138.26+3%,Amd+1%,費4981.97 +1.1%創高;補漲Intc+4%;3/6.老鮑話春吶3/1,6噴半導體 (:Nvda+3%Amd210+3%費+2.6%創高;Tsm141+5%);3/7.Tsm149+5%Nvda926+4%費5165+3.4%台19693+1%皆創高;3/8.拉積變殺盤:Avgo-7%Nvda-6%Asml-5%TsmAmd-2%費-4%皆創高後拉回;Mrvl-11%;3/11.Tsm-5%AmdMrvlArm-4%Nvda-2%; 3/12.(佈道會:GTC18: Nvda+7% Tsm4%Soun+16%Smci+8%費+2.1%);中港股狗熊翻噴:Hxc+4%國企3.5%港3.1% -----------------
2.4)JL春吶進行曲(SS1.7)3月Q1季報做帳:先蹲再衝?
春吶Q1季報作帳(wd2.0)踹踹隊踹大停損大狗熊測或破頸線.
請見大狗熊翻社團
(wd3.1):法人作帳衝多頭巨星:領頭大牛小魔牛飆王:台積…/中股
(wd4)官銀 領金融股作帳:財團買賣地作帳
(wd5.0)大狗熊翻.請見大狗熊翻社團
(wd6)內外資養小鬼衝績效.
(wd7)財團作帳:.
(wd8):雞肋股(或菸屁股)
(wd9)吊尾股:.
(wd10)最後衝鋒:一籃子指數重磅權值股歐吃豆腐股,夾小鬼,吊尾財團衝
(wd11)新局新馬換舊馬新題材:
(wd12):台塑寶中鋼等很乾脆拉回!
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II.春吶收尾雙巴盤豬頭盤:JL春吶紅包行情收尾(2.0).四~五月
1.雙巴豬頭盤:主因紅包行情尾強補嘎空,政策護和法人作帳拉,與套現成雙巴豬頭盤;四月初重疊前:
JL春吶進行曲(SS1.11)醜媳見公婆財報大清洗,大狗熊翻,豬羊變色
JL(SS1.12)沸騰:名嘴,雜誌週刊造素人股神房神滿天飛
JL(SS1.13)吊車尾衝墓碑後參拜墓碑(春吶尾吊尾王鴻海房產金融)
JL(SS1.14)雙巴盤啟動:法人作帳大股東套現與期拉520
JL雙巴豬頭盤(RC1)公布三月營收與Q1財報會台積先發:
JL(RC1.1):盛極而緩財報會:蘋果鏈,航空航運獲利油價反向.
JL(RC1.2):狗熊股慘財報狗熊翻等炒轉機
JL財報(F4.1)台積Asml輝達蘋果
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JL春吶紅包行情收尾(2.0)四五月:營收財報台積,新馬出長腳馬續,財報照妖醜媳見公婆,財報空窗吹牛,五一備料,美央爸?中國經濟?春吶尾吊尾王鴻海房產金融,嘎完空成山峰衝墓碑參拜墓碑,巨星輝達等財報,歐美基金半年報作帳,小型股墓碑魔咒與響尾蛇,四月營收,夏天股,息ETF/MSCI大調整,520政策股與沒斷層下修?SellInMay?電子季節循環淡季布局,迎電腦展蘋WWDC新品
JL春吶收尾(SSE3.1):Q1三月營收:巨星盛極緩或狗熊轉機?
JL(SSE3.2)新馬出?(輸電房產等)大狗熊翻(銅)?
JL(SSE3.3)長腳馬續?(輝達AI):
JL(SSE3.4)五一長假備料:
JL(SSE3.5)國際因素:央爸降息?中國經濟續弱救市續否?烏俄戰?中東以伊戰?中霸凌台海南海菲等?
JL(SSE3.6)JL散戶追ETF基金布局強補嘎完成山峰衝墓碑參拜墓碑:
JL(SSE3.7)美台財報會:Asml/台積18,Meta24.輝達5/22亮衝
JL春吶收尾歐美基金半年報作帳(SSE:4.x):見後
JL(SSE3.7.3)空軍蜜月期:營收財報照妖-醜息見公婆(24-4月中):
JL(SSE3.8):末日大師恐慌病毒逼政策(24-3/30橋水嘴中)
JL(SSE3.9)夏暑股(旅?食安打趴?)
JL(SSE3.10):MSCI新入衝五月底:
JL(SSE3.11)春吶頂嘎完空或期政策520:23/24年黃主教財報會憧憬電腦展AI護沒斷層下修
JL(SSE3.12)巨星魔咒(24-Smci/輸電/房產/高息ETF成分股)
JL(SSE3.13.1)小型股墓碑魔咒
JL(SSE3.13.2)小型股墓碑魔咒-最後補跌最抗跌逆狂噴
JL(SSE3.14)新品題材:憧憬JL新品電腦展WWDC(24AI PC/23輝達;上海CES Asia淡化):
JL(SSE3.15)電子季節循環營收谷底布局修正後勇入市?(全無SellInMay?4月小修,五月憧憬AI黃主教佈道會輾壓五月魔咒連衝到六月作帳)
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2.各月--2.1)四月:JL春吶外資歐美基金半年報結算:
(SSE:4/awd.0)大停損大狗熊測或破頸.大爛咖成轉機王股
(awd3.1):外資法人作帳多頭領頭牛:AI NvdaTsm/輸電華城士電等
(awd3.2):股王巨星爭霸領衝(24輝達台積發哥/高息ETF成分股)
(awd3.4):停車場王:
(awd4)JL巨星魔咒(24-Smci輸電房產?)
(awd5.0)大狗熊翻與豬羊變色?(24海運狂噴月飆倍)
(awd6)外資養小鬼衝績效(一銓雷科銘誠訊芯
(awd7)小飆股墓碑魔咒
(awd8):雞肋菸屁股吊車尾關門股
(awd10)最後衝鋒:指數重磅權值股歐吃豆腐股為主,夾小鬼股
(awd11,1)新品新馬換舊馬新題材:
(awd12.1)拉尾大象股很乾脆拉回
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2.2)五月:(沒JL紫糖PS/ETF調整:金融房產股等飆/四月營收/MSCI/電腦展黃主教打趴SellInMay GoAway魔咒)
JL財報(F5.1)台股:聯詠PCB金融LED塑化鴻海等
JL財報(F5.2)美股:Nvda22財報AI噴晶片股TsmMuAvgoAmd等;臉書谷歌ArmAmzn等 JL政策盤:520斷層下修?政府基金代操撥款:23/24年黃主教AI護520與沒斷層下修
JL季節(S2.1):暑假股(一分批布局在沒人要時/事件延後)
JL基金成分股調整套利(金融房產等新入股息ETF/MSCI成分股調整)
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(複習舊檔:2015夏夢:電腦展WWDC,半年報作帳,財報會,除權息強補空嘎空參拜墓碑,下修大狗熊,馬英九折價融資斷頭潮,空頭黃金歲月提早,轉雙巴豬頭盤,連結(取消))
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JL夏夢憧憬行情(24-5~9月SD SummerDream):憧憬黃主教財報電腦展AI壓春吶五月修與520斷層修+憧憬520政策股-輸電軍工已漲+憧憬股東會吹夢+憧憬指ETF調高與分拆(Arm入納,Nvda大增權值)+憧憬暑假股618購物節+憧憬大停損大狗熊翻(24.航海記憶體)+憧憬雜誌造神素人股神+憧憬半年報作帳結帳+財報會輝達台積衝AI+憧憬除權息飆小股+衝墓碑參拜墓碑+財報照妖大清洗醜媳見公婆大狗熊翻+豬羊變色+空頭金歲月+返校購物新品
六月:JL夏夢憧憬(SD):(新品電腦展/WWDC:,FOMC會/光電週/半年報作帳/618季節暑假股):
JL新品(SD2.1)-憧憬財報電腦展WWDC(24:黃主教輝達飆財報AI新品Tsm,微軟蘋果戴爾;HBM美光Skh/散熱機器人高階封裝)/
(SD2.2)憧憬新入ETF成分股調(Arm入那指,輝達增SPDR/QQQ權值); (SD2.3):憧憬雜誌媒造股神夢;
(SD2.4):憧憬520政策股與下修?(24.輸電/軍工已先大漲成山峰),黃主教AI輾壓斷層下修,創高連連； (SD2.5):憧憬季節暑假股與618購物節(24南仁湖)
(SD3):憧憬金髮女孩期降息
(SD4):憧憬股東會吹夢行情(聯發科漲停;台積調漲價輝達創高領台股費半創高;鴻海大單集團噴)
(SD5)憧憬大狗熊翻(海運記憶體與通路Led狂翻/塑化未翻/面板翻)；
(SD6.1):鎖碼機器人散熱等衝墓碑;
(SD7):除權息嘎空秀
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JL夏夢SD8:憧憬6月半年報作帳:
半年報做帳(jwd2.1):大停損大狗熊(塑化台塑寶)
(jwd3.1):衝多頭領頭牛權值股NvdaTsmaMuArmAapl,聯發科鴻海廣達台達電等
(jwd3.2):金融股作帳:財團賣地賣股拉抬作帳(鴻海,台積:世界精材)；
(awd4)JL巨星雙巴修正魔咒
(jwd5):財報清洗與大狗熊翻,豬羊變色(記憶體南科華邦PA穩懋,塑化試翻)
(jwd6):法人主力衝鎖小S魔亂舞飆王(記憶體通路商創見十銓)
(awd7)小飆股墓碑魔咒與提早結帳?(世芯羅昇所羅門訊芯十銓)
(jwd8):雞肋股菸屁股(錸德)；
(jwd9):五D股與吊尾股(鴻海集團)衝刺:
(jwd10):最後衝鋒:重磅權值豆腐股,夾小鬼與吊尾財團衝
(jwd11)新局新題材換舊否或續炒?:
(jwd12):作做完帳,利空紛出拉回
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六月下~七月(憧憬除權息SD9與半年報作帳SD8,重疊)
七~八月.JL夏夢憧憬(SD):巨星邪惡波魔咒?ETF調整+雜誌造股神+營收財報+除權息飆小股衝墓碑魔咒?醜媳見公婆財報大清洗+憧憬大狗熊翻,豬羊變色+參拜墓碑+空頭黃金歲月+新品:返校購物NB手機
JL夏夢(SD9.1)憧憬巨星邪惡波除權息強補大屠空衝墓碑/ETF調整:
(SD9.2)憧憬除權息嘎空鎖碼股小魔亂舞,牛鬼蛇神盡出(機器人):
(SD10.1)七八月財報照妖醜媳見公婆(6月營收:鴻海中興電台積衝;財報:七月:18台積前衝Cowos後崩; 23Ups-12%,Lvmh-5%,Nxpi-8% ,24Tsla-13%,谷歌-5%,Stm-15 %,F-18%;八月:1Mrna-21%Arm-16%,Ccj-10%,Meta+5%,2Intc-26%,7Smci-20%)
(SD11.1)財報大清洗Intc,豬羊變?
(SD11.2)魔咒:巨星與小型股(特斯拉,美股七姐妹,發電,Smci):
(SD12)成山峰參拜墓碑:空頭黃金歲月(7月中~8月上;24提早) (SD13)國際地緣政治?(24.川普遇刺勝率增,嘴台積晶片股崩) (SD.14)新品:7/4.WAIC馬主教機器人;28.Siggraph無;憧憬開學
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八月中下~九月:JL夏夢收尾~16
JL夏夢(SD11)醜媳見公婆月初先財報大清洗後再豬羊變?
(SD10.2)八月營收,八月下旬財報(28.輝達下殺,拼多多-30%)
(SD12)參拜墓碑空頭黃金歲月近尾?(24.提早:8/6修正大山峰後勇入市)
(SD13)國際地緣政治:美台科技股修正?央爸降息?(9/18美央爸降息50碼,美晶片股領噴);中測大頸線逼政策救市否?(9/20.中國建國75週年前大組合拳大救房股市
(SD14)新品:開學返校購新機AI-PC;8/21機器人自動化展;9/3.半導體展;9/10蘋果AI手機?投銀拜拜
(SD15)中十一購物節備料
(SD16)美選舉投票前波動?雙巴豬頭盤:(如大修正,中政府政策救市,台政府基金撥款甚國安基金救市爆開股?)台50指調整!
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(SD17)憧憬九月Q3季報作帳(大狗熊啥先踹?啥狗熊翻?豬羊變?巨星啥抗跌後衝作帳甚邪惡波?啥成山峰大狗熊?)
(swd2.0)先踹大停損大狗熊測或破頸底甚融資斷頭(中股與關聯原物料鋼鐵大小塑化海運,在中台企)
(swd2.2)大狗熊:中企過剩零組件:面板Led…
(swd3.1):法人作帳尾多頭重磅牛
(swd3.4):作帳停車場王:
(wd3.6):主力作帳多頭小飆魔:(Cpo,半導體材料測試)
(wd4)金融股多頭衝作帳
(wd5)大狗熊翻(空頭尾輪急翻:中建國75週年:中國大救房股市與關聯塑化鋼鐵海運等)
(wd6)內外資養小鬼衝績效
(wd7)財團賣地賣子作帳-大同
(wd8)雞肋股(或菸屁股)吊尾股:
(wd10)尾衝鋒:指數重磅股斯巴達股小混股吃豆腐股吊尾財團衝
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(未完)10~11月JL轉秋雙巴豬頭盤 :世界基金年報結算與Q3財報會; 十月JL雙巴豬頭盤(RC0.1):恐慌病毒續,大停損逼中政府政策?
JL(RC1)歐美基金年報結算作帳(先踹狗熊,逼中救市政策?中股油鋼等商品後狗熊翻?幅度?):
(owd2.0)歐美基金大停損踹狗熊破大頸線-融資斷頭恐慌趕底(Smci,原料股等,新興市股中股九月底政策起狗熊急翻,塑化鋼鐵等小翻,十月初後回挫)
(owd3.1~3):外資法人作帳多頭領頭牛(24CPO,先進封裝,機器人等); (owd3.4):躲停車場王(權值股):
(owd3.5):衝刺巨星常成出貨波:
(owd5):外資養小鬼衝績效等
(owd6):大狗熊翻,衝刺與豬羊變色
(owd10):(11/7.FOMC會)
(owd10):最後衝鋒:重磅股斯巴達股歐吃豆腐股,小鬼股,
(owd11,1)新局新馬換新題材或續舊?:
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JL雙巴豬頭盤(RC2)美台財報會與前瞻:預期外亮麗與醜媳見公婆行情,檢視營收前瞻?大旺轉淡季! 檢驗TsmMetaTslaMsft GoogAaplAmznNvda?
(RC2.1):先檢視台股十九月營收
(RC2.2):財報會亮麗:供應鏈? (台積Tsm+10%,
(RC2.4):財報會悽慘:狗熊翻Intc+8%等轉機或急單?PC供應鏈,原料股如塑化等
(RC2.5):財報會:世股商品新興市跌,金融股?
(RC2.6):吊車尾財報照妖,醜媳見公婆與空頭黃金歲月收尾
(RC2.7):財報會經濟爛股市跌逼政策?中股跌逼中國新救市政策?美歐日逼央爸調貨幣降息政策?
(RC2.8):中國全会:新政策?
(RC2.9):美選舉結果(中介選?如開放)
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11月JL雙巴豬頭盤(RC3):
(RC3.1)炒作光棍節行情
(RC3.2)十月營收:手機與非蘋與蘋果,PC訂單業績,供應鏈?
(RC3.3)爛財報與財報照妖
(RC3.4)恐慌病毒逼政府政策爆開行情
JL廖化行情(RC4):龍套:流感股,冬天股:
(RC4.1):龍套:政策加持股:軍工綠能?
(RC4.2):龍套:業績成長鎖碼小飆
(RC4.3):龍套:MSCI新入股與衝:
(RC4.4)先蹲醞釀期:新局新馬換舊馬新題材:
(RC4.5)十月大狗熊翻持續成轉機股,探底新舊大狗熊
(RC4.6)先蹲醞釀期:流動性風險再測底?
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2)2015夏夢:半年報作帳,除權息參拜墓碑,蘋果台積政府下修處處大狗熊,馬英九折價風暴融資斷頭潮,空頭黃金歲月提早,轉雙巴豬頭盤
3)秋雙巴豬頭盤(2024-10~11):Q3美財報台法說與前瞻/十月
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2024年.JL春吶進行曲:SpringScream
I.春吶紅包行情(1.0):
1.一~三月:衝衝衝!
1)2/5.春吶(11月啟動紅包行情,美股1~2月無大跌修正,直接衝到邪惡波)Q2Q3看好股或產業AI領衝
2)JL春吶(1.0):紅包行情:紅包游資+大股東政府教主佈道會(GPC)憧憬與大作法+新品會財報會佈道會巨星(CES/WMC/GPC)怕錯失大過農曆長假風險+巨星衝刺+新年度巨星領創高爭霸衝邪惡波:(AI輝達等,組裝,散熱,Cpo,高階封裝,智財)+投信新手被嘎績效追補+呆瓜散戶紅包追配息ETF基金+強補嘎空+作帳+醜媳見公婆+財報大清洗+大狗熊翻與豬羊變色+人氣沸騰:名嘴與雜誌週刊素人股神房神滿天飛+衝墓碑後參拜墓碑+憧憬電腦展AI怖道大會:分別
JL春吶進行曲(SS1.1)紅包游資熱烘烘,呆瓜散戶紅包追息ETF基金(939,940)造就巨星
JL春吶進行曲(SS1.2)大股東政府教主佈道會(GPC)憧憬與大作法(常用財報空窗期)
JL春吶進行曲(SS1.3)新品會財報會佈道會巨星(CES/WMC/GPC)怕錯失大過農曆長假風險:
JL春吶進行曲(SS1.3.1)新年度巨星領創高爭霸衝邪惡波:AI輝達等,組裝,散熱,Cpo,高階封裝,智財..
JL春吶進行曲(SS1.4)投信新手被嘎績效追補.
JL春吶進行曲(SS1.5)小S魔亂舞,牛鬼蛇神盡出,題材繪影股價開槍:鎖碼飆股如..
JL春吶進行曲(SS1.6)強補空嘎空屠空(與多殺多)
JL春吶進行曲(SS1.7)Q1作帳與新ETF布局/歐美共同基金年報結帳(如下附)
JL春吶進行曲(SS1.8)落後補漲鴻海金融與龍套領軍(24鴻海金融等)
JL春吶進行曲(SS1.9)關門股吊車尾領軍(工具機上銀 生醫等)
JL春吶進行曲(SS1.10)菸屁股雞肋股輪流噴
JL春吶進行曲(SS1.11)醜媳見公婆,財報大清洗,大狗熊翻,豬羊變色
JL春吶進行曲(SS1.12)沸騰:名嘴雜誌週刊素人股神房神滿天推買配息股(24台大少年股神)
JL春吶進行曲(SS1.13)衝墓碑後分批參拜墓碑,先嘎空再多殺多:空軍大運
JL春吶進行曲(SS1.14)雙巴盤啟動:作帳,520行情(輸電2月啟飆,軍工追) JL春吶進行曲(SS1.15)憧憬電腦展AI怖道大會
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2.各月:2.1).一月CES,財報,新年.
1/11.春吶行情(1):CES/中國新年備料/台積財報利多
JL3C新品(1.1):年底到1月初炒CES(1/9~12)/
JL龍套季節股(S1.2)-流感股風雪股寒假股(二發動,口罩股已飆過):
JL龍套季節股中國年長假備料(記憶體模組/面板)與年節品/寒假股
JL法說財報(F1.1)(12月營收/Q1財報)台積1/18./Nvda2/21./Amd/Meta/Amzn/蘋果
JL央爸會:歐/日/(美央爸:Fed:1/30~31)/(中:1/24降準股市噴)
JL春節長假節前賣壓/與假期狂牛(2023/24春節假後補狂牛外資大補買Tsma/AI)
1/8.CES大拜拜:黃主教佈道:Q2出中品股價創高 Nvda+5%,Smci +10%Ldg+7%半導體:費+3.3%Arm+9% Mrvl+7%Amd+5%//1/9.CES大拜股價創高,Nvda+2%,Amd+2//1/10.續創高Nvda+2%1/16:CES尾Amd+8%Nvda+3%; 1/18.台積佈道會領漲,Tsm+10%Arm+6%AmatAsml+5% MrvlKlacLrcxAvgoSwksQcom+4%Fii+8%;費+3.4%; 1/23.預期降準中港股再狗熊翻Hxc+4.8%國企+ 2.8%港+2.6%深+ 1.4%;1/24.降準中港股狗熊噴國企+4.1%港+3.7%Hxc+2.4%;微軟破3兆美元,Nflx+11%Asml+9%,帶動費納標指微軟(Amd+6%Nvda+2%)再創高;1/25.降準中股狗熊續噴:國企2.2%港2%滬3%深2% 1/31.財報:Amsc-18 %Goog-7%;中股連兩日大跌 ---------------
2.2).二月:2/3.春吶行情(2):
2/3.JL:AI財報與新品擔心錯失效應壓過春節長假風險效應:農曆年假(2/8~14). JL財報會:Meta2/2.Nvda2/21;
JLAI新品(3.1):巴塞隆納WMC-AI新品-2/26~29.
JL;MSCI 季度調整名單公告/MSCI季度新成分股最後調整日
2/2.Meta+20%財報衝指數:重磅股Nvda+5%創高Amzm+8% 2/5.Smci+14%Lly+6%Nvda+5%創高;2/6.Pltr+31%中股狗熊翻:深+6.2% Hxc+5.9%國企+ 4.9%港4%滬+3.2% 2/7.能源超級大狗熊翻:Enph+17%Sedg+13%;2/8.財報會:Arm+48%,Nvts+11%,Tsm+7%衝補漲;2/9.TSM:佈道會前衝設備股 Amat+7%LrcxKlac+5%;Nvda721.33+3.6%Smci+6%創高;2/12.Arm+29%,2/14.Nvda739+2.5%Smci+11%創高;2/15.Soud67% 2/21.Nvda21財報會盤後+9%;2/22.Nvda財報會:費標日歐股創高:Nvda+16%Amd+11%Mrvl+7%Avgo+6%,Smci+33%);中股續翻:國企+2.1%港+1.5%費+5%納+3%標2.1%Hxc+1.5%道1.2%Semi:MuSkhy+5%Arm+4% ;MetaAmzn+4%Msft+2%; 2/22.Tsm24熊本廠:AmatAsmlKlacLrcx+5%Tsm+3%;WmcMtk+8% 2/29.WMC:Dell新品與財報會盤後+20%Amd+9%Mrvl+6%Arm+5% ------------------------
2.3).三月.
3/1.春吶行情(3.1):衝刺
JL3C新品(3.1):3/2~5:巴塞隆納WMC/AI;3/15.GPC
JL中國兩會(P.1):228降息
JL會展(3.2)3月:自行車展;台北國際工具機展
3/7.FT50/100公布:(五十大指數無改/小指數改/剃高息)
JL會展(3.5)/
3/19-20:FOMC會又玩前後噴遊戲
JLQ1季報作帳衝刺/3/29台股高息股指數變更最後交易日
JL強補空嘎空如火如荼(3/1~31)
3/1.老鮑話春吶+佈道會噴半導體:Dell+32%創高 GTC:Nvda822.79+4%,Avgo1399.17+8%,Amd202.64 Lrcx981.53Klac717.57+5%, Asml990.94,Amat210.25+4%,費+4.3%創高,Tsm+5%,Mrvl+8% Syna+6%Mu+5% 3/4.佈道會前:GTC18Nvda +4%Tsm138.26+3%,Amd+1%,費4981.97 +1.1%創高;補漲Intc+4%;3/6.老鮑話春吶3/1,6噴半導體 (:Nvda+3%Amd210+3%費+2.6%創高;Tsm141+5%);3/7.Tsm149+5%Nvda926+4%費5165+3.4%台19693+1%皆創高;3/8.拉積變殺盤:Avgo-7%Nvda-6%Asml-5%TsmAmd-2%費-4%皆創高後拉回;Mrvl-11%;3/11.Tsm-5%AmdMrvlArm-4%Nvda-2%; 3/12.(佈道會:GTC18: Nvda+7% Tsm4%Soun+16%Smci+8%費+2.1%);中港股狗熊翻噴:Hxc+4%國企3.5%港3.1% -----------------
2.4)JL春吶進行曲(SS1.7)3月Q1季報做帳:先蹲再衝?
春吶Q1季報作帳(wd2.0)踹踹隊踹大停損大狗熊測或破頸線.
請見大狗熊翻社團
(wd3.1):法人作帳衝多頭巨星:領頭大牛小魔牛飆王:台積…/中股
(wd4)官銀 領金融股作帳:財團買賣地作帳
(wd5.0)大狗熊翻.請見大狗熊翻社團
(wd6)內外資養小鬼衝績效.
(wd7)財團作帳:.
(wd8):雞肋股(或菸屁股)
(wd9)吊尾股:.
(wd10)最後衝鋒:一籃子指數重磅權值股歐吃豆腐股,夾小鬼,吊尾財團衝
(wd11)新局新馬換舊馬新題材:
(wd12):台塑寶中鋼等很乾脆拉回!
++++++++++++++
II.春吶收尾雙巴盤豬頭盤:JL春吶紅包行情收尾(2.0).四~五月
1.雙巴豬頭盤:主因紅包行情尾強補嘎空,政策護和法人作帳拉,與套現成雙巴豬頭盤;四月初重疊前:
JL春吶進行曲(SS1.11)醜媳見公婆財報大清洗,大狗熊翻,豬羊變色
JL(SS1.12)沸騰:名嘴,雜誌週刊造素人股神房神滿天飛
JL(SS1.13)吊車尾衝墓碑後參拜墓碑(春吶尾吊尾王鴻海房產金融)
JL(SS1.14)雙巴盤啟動:法人作帳大股東套現與期拉520
JL雙巴豬頭盤(RC1)公布三月營收與Q1財報會台積先發:
JL(RC1.1):盛極而緩財報會:蘋果鏈,航空航運獲利油價反向.
JL(RC1.2):狗熊股慘財報狗熊翻等炒轉機
JL財報(F4.1)台積Asml輝達蘋果
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JL春吶紅包行情收尾(2.0)四五月:營收財報台積,新馬出長腳馬續,財報照妖醜媳見公婆,財報空窗吹牛,五一備料,美央爸?中國經濟?春吶尾吊尾王鴻海房產金融,嘎完空成山峰衝墓碑參拜墓碑,巨星輝達等財報,歐美基金半年報作帳,小型股墓碑魔咒與響尾蛇,四月營收,夏天股,息ETF/MSCI大調整,520政策股與沒斷層下修?SellInMay?電子季節循環淡季布局,迎電腦展蘋WWDC新品
JL春吶收尾(SSE3.1):Q1三月營收:巨星盛極緩或狗熊轉機?
JL(SSE3.2)新馬出?(輸電房產等)大狗熊翻(銅)?
JL(SSE3.3)長腳馬續?(輝達AI):
JL(SSE3.4)五一長假備料:
JL(SSE3.5)國際因素:央爸降息?中國經濟續弱救市續否?烏俄戰?中東以伊戰?中霸凌台海南海菲等?
JL(SSE3.6)JL散戶追ETF基金布局強補嘎完成山峰衝墓碑參拜墓碑:
JL(SSE3.7)美台財報會:Asml/台積18,Meta24.輝達5/22亮衝
JL春吶收尾歐美基金半年報作帳(SSE:4.x):見後
JL(SSE3.7.3)空軍蜜月期:營收財報照妖-醜息見公婆(24-4月中):
JL(SSE3.8):末日大師恐慌病毒逼政策(24-3/30橋水嘴中)
JL(SSE3.9)夏暑股(旅?食安打趴?)
JL(SSE3.10):MSCI新入衝五月底:
JL(SSE3.11)春吶頂嘎完空或期政策520:23/24年黃主教財報會憧憬電腦展AI護沒斷層下修
JL(SSE3.12)巨星魔咒(24-Smci/輸電/房產/高息ETF成分股)
JL(SSE3.13.1)小型股墓碑魔咒
JL(SSE3.13.2)小型股墓碑魔咒-最後補跌最抗跌逆狂噴
JL(SSE3.14)新品題材:憧憬JL新品電腦展WWDC(24AI PC/23輝達;上海CES Asia淡化):
JL(SSE3.15)電子季節循環營收谷底布局修正後勇入市?(全無SellInMay?4月小修,五月憧憬AI黃主教佈道會輾壓五月魔咒連衝到六月作帳)
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2.各月--2.1)四月:JL春吶外資歐美基金半年報結算:
(SSE:4/awd.0)大停損大狗熊測或破頸.大爛咖成轉機王股
(awd3.1):外資法人作帳多頭領頭牛:AI NvdaTsm/輸電華城士電等
(awd3.2):股王巨星爭霸領衝(24輝達台積發哥/高息ETF成分股)
(awd3.4):停車場王:
(awd4)JL巨星魔咒(24-Smci輸電房產?)
(awd5.0)大狗熊翻與豬羊變色?(24海運狂噴月飆倍)
(awd6)外資養小鬼衝績效(一銓雷科銘誠訊芯
(awd7)小飆股墓碑魔咒
(awd8):雞肋菸屁股吊車尾關門股
(awd10)最後衝鋒:指數重磅權值股歐吃豆腐股為主,夾小鬼股
(awd11,1)新品新馬換舊馬新題材:
(awd12.1)拉尾大象股很乾脆拉回
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2.2)五月:(沒JL紫糖PS/ETF調整:金融房產股等飆/四月營收/MSCI/電腦展黃主教打趴SellInMay GoAway魔咒)
JL財報(F5.1)台股:聯詠PCB金融LED塑化鴻海等
JL財報(F5.2)美股:Nvda22財報AI噴晶片股TsmMuAvgoAmd等;臉書谷歌ArmAmzn等 JL政策盤:520斷層下修?政府基金代操撥款:23/24年黃主教AI護520與沒斷層下修
JL季節(S2.1):暑假股(一分批布局在沒人要時/事件延後)
JL基金成分股調整套利(金融房產等新入股息ETF/MSCI成分股調整)
+++++++++++++++++
(複習舊檔:2015夏夢:電腦展WWDC,半年報作帳,財報會,除權息強補空嘎空參拜墓碑,下修大狗熊,馬英九折價融資斷頭潮,空頭黃金歲月提早,轉雙巴豬頭盤,連結(取消))
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JL夏夢憧憬行情(24-5~9月SD SummerDream):憧憬黃主教財報電腦展AI壓春吶五月修與520斷層修+憧憬520政策股-輸電軍工已漲+憧憬股東會吹夢+憧憬指ETF調高與分拆(Arm入納,Nvda大增權值)+憧憬暑假股618購物節+憧憬大停損大狗熊翻(24.航海記憶體)+憧憬雜誌造神素人股神+憧憬半年報作帳結帳+財報會輝達台積衝AI+憧憬除權息飆小股+衝墓碑參拜墓碑+財報照妖大清洗醜媳見公婆大狗熊翻+豬羊變色+空頭金歲月+返校購物新品
六月:JL夏夢憧憬(SD):(新品電腦展/WWDC:,FOMC會/光電週/半年報作帳/618季節暑假股):
JL新品(SD2.1)-憧憬財報電腦展WWDC(24:黃主教輝達飆財報AI新品Tsm,微軟蘋果戴爾;HBM美光Skh/散熱機器人高階封裝)/
(SD2.2)憧憬新入ETF成分股調(Arm入那指,輝達增SPDR/QQQ權值); (SD2.3):憧憬雜誌媒造股神夢;
(SD2.4):憧憬520政策股與下修?(24.輸電/軍工已先大漲成山峰),黃主教AI輾壓斷層下修,創高連連； (SD2.5):憧憬季節暑假股與618購物節(24南仁湖)
(SD3):憧憬金髮女孩期降息
(SD4):憧憬股東會吹夢行情(聯發科漲停;台積調漲價輝達創高領台股費半創高;鴻海大單集團噴)
(SD5)憧憬大狗熊翻(海運記憶體與通路Led狂翻/塑化未翻/面板翻)；
(SD6.1):鎖碼機器人散熱等衝墓碑;
(SD7):除權息嘎空秀
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JL夏夢SD8:憧憬6月半年報作帳:
半年報做帳(jwd2.1):大停損大狗熊(塑化台塑寶)
(jwd3.1):衝多頭領頭牛權值股NvdaTsmaMuArmAapl,聯發科鴻海廣達台達電等
(jwd3.2):金融股作帳:財團賣地賣股拉抬作帳(鴻海,台積:世界精材)；
(awd4)JL巨星雙巴修正魔咒
(jwd5):財報清洗與大狗熊翻,豬羊變色(記憶體南科華邦PA穩懋,塑化試翻)
(jwd6):法人主力衝鎖小S魔亂舞飆王(記憶體通路商創見十銓)
(awd7)小飆股墓碑魔咒與提早結帳?(世芯羅昇所羅門訊芯十銓)
(jwd8):雞肋股菸屁股(錸德)；
(jwd9):五D股與吊尾股(鴻海集團)衝刺:
(jwd10):最後衝鋒:重磅權值豆腐股,夾小鬼與吊尾財團衝
(jwd11)新局新題材換舊否或續炒?:
(jwd12):作做完帳,利空紛出拉回
++++++++++++++++
六月下~七月(憧憬除權息SD9與半年報作帳SD8,重疊)
七~八月.JL夏夢憧憬(SD):巨星邪惡波魔咒?ETF調整+雜誌造股神+營收財報+除權息飆小股衝墓碑魔咒?醜媳見公婆財報大清洗+憧憬大狗熊翻,豬羊變色+參拜墓碑+空頭黃金歲月+新品:返校購物NB手機
JL夏夢(SD9.1)憧憬巨星邪惡波除權息強補大屠空衝墓碑/ETF調整:
(SD9.2)憧憬除權息嘎空鎖碼股小魔亂舞,牛鬼蛇神盡出(機器人):
(SD10.1)七八月財報照妖醜媳見公婆(6月營收:鴻海中興電台積衝;財報:七月:18台積前衝Cowos後崩; 23Ups-12%,Lvmh-5%,Nxpi-8% ,24Tsla-13%,谷歌-5%,Stm-15 %,F-18%;八月:1Mrna-21%Arm-16%,Ccj-10%,Meta+5%,2Intc-26%,7Smci-20%)
(SD11.1)財報大清洗Intc,豬羊變?
(SD11.2)魔咒:巨星與小型股(特斯拉,美股七姐妹,發電,Smci):
(SD12)成山峰參拜墓碑:空頭黃金歲月(7月中~8月上;24提早) (SD13)國際地緣政治?(24.川普遇刺勝率增,嘴台積晶片股崩) (SD.14)新品:7/4.WAIC馬主教機器人;28.Siggraph無;憧憬開學
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八月中下~九月:JL夏夢收尾~16
JL夏夢(SD11)醜媳見公婆月初先財報大清洗後再豬羊變?
(SD10.2)八月營收,八月下旬財報(28.輝達下殺,拼多多-30%)
(SD12)參拜墓碑空頭黃金歲月近尾?(24.提早:8/6修正大山峰後勇入市)
(SD13)國際地緣政治:美台科技股修正?央爸降息?(9/18美央爸降息50碼,美晶片股領噴);中測大頸線逼政策救市否?(9/20.中國建國75週年前大組合拳大救房股市
(SD14)新品:開學返校購新機AI-PC;8/21機器人自動化展;9/3.半導體展;9/10蘋果AI手機?投銀拜拜
(SD15)中十一購物節備料
(SD16)美選舉投票前波動?雙巴豬頭盤:(如大修正,中政府政策救市,台政府基金撥款甚國安基金救市爆開股?)台50指調整!
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(SD17)憧憬九月Q3季報作帳(大狗熊啥先踹?啥狗熊翻?豬羊變?巨星啥抗跌後衝作帳甚邪惡波?啥成山峰大狗熊?)
(swd2.0)先踹大停損大狗熊測或破頸底甚融資斷頭(中股與關聯原物料鋼鐵大小塑化海運,在中台企)
(swd2.2)大狗熊:中企過剩零組件:面板Led…
(swd3.1):法人作帳尾多頭重磅牛
(swd3.4):作帳停車場王:
(wd3.6):主力作帳多頭小飆魔:(Cpo,半導體材料測試)
(wd4)金融股多頭衝作帳
(wd5)大狗熊翻(空頭尾輪急翻:中建國75週年:中國大救房股市與關聯塑化鋼鐵海運等)
(wd6)內外資養小鬼衝績效
(wd7)財團賣地賣子作帳-大同
(wd8)雞肋股(或菸屁股)吊尾股:
(wd10)尾衝鋒:指數重磅股斯巴達股小混股吃豆腐股吊尾財團衝
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(未完)10~11月JL轉秋雙巴豬頭盤 :世界基金年報結算與Q3財報會; 十月JL雙巴豬頭盤(RC0.1):恐慌病毒續,大停損逼中政府政策?
JL(RC1)歐美基金年報結算作帳(先踹狗熊,逼中救市政策?中股油鋼等商品後狗熊翻?幅度?):
(owd2.0)歐美基金大停損踹狗熊破大頸線-融資斷頭恐慌趕底(Smci,原料股等,新興市股中股九月底政策起狗熊急翻,塑化鋼鐵等小翻,十月初後回挫)
(owd3.1~3):外資法人作帳多頭領頭牛(24CPO,先進封裝,機器人等); (owd3.4):躲停車場王(權值股):
(owd3.5):衝刺巨星常成出貨波:
(owd5):外資養小鬼衝績效等
(owd6):大狗熊翻,衝刺與豬羊變色
(owd10):(11/7.FOMC會)
(owd10):最後衝鋒:重磅股斯巴達股歐吃豆腐股,小鬼股,
(owd11,1)新局新馬換新題材或續舊?:
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JL雙巴豬頭盤(RC2)美台財報會與前瞻:預期外亮麗與醜媳見公婆行情,檢視營收前瞻?大旺轉淡季! 檢驗TsmMetaTslaMsft GoogAaplAmznNvda?
(RC2.1):先檢視台股十九月營收
(RC2.2):財報會亮麗:供應鏈? (台積Tsm+10%,
(RC2.4):財報會悽慘:狗熊翻Intc+8%等轉機或急單?PC供應鏈,原料股如塑化等
(RC2.5):財報會:世股商品新興市跌,金融股?
(RC2.6):吊車尾財報照妖,醜媳見公婆與空頭黃金歲月收尾
(RC2.7):財報會經濟爛股市跌逼政策?中股跌逼中國新救市政策?美歐日逼央爸調貨幣降息政策?
(RC2.8):中國全会:新政策?
(RC2.9):美選舉結果(中介選?如開放)
++++++++
11月JL雙巴豬頭盤(RC3):
(RC3.1)炒作光棍節行情
(RC3.2)十月營收:手機與非蘋與蘋果,PC訂單業績,供應鏈?
(RC3.3)爛財報與財報照妖
(RC3.4)恐慌病毒逼政府政策爆開行情
JL廖化行情(RC4):龍套:流感股,冬天股:
(RC4.1):龍套:政策加持股:軍工綠能?
(RC4.2):龍套:業績成長鎖碼小飆
(RC4.3):龍套:MSCI新入股與衝:
(RC4.4)先蹲醞釀期:新局新馬換舊馬新題材:
(RC4.5)十月大狗熊翻持續成轉機股,探底新舊大狗熊
(RC4.6)先蹲醞釀期:流動性風險再測底?
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美中台股25JL紀錄
注意絕不為個股推薦或投資建議,投資決策自行負責.見JLblog懶人包,世界金融市場沒詳評JL看世界金融/價-為前日紐約收盤簡化4捨5入/裕元中芯紫光騰訊阿里富智康聯想Catl寧德時代贛鋒鋰LG化學三星電海力士Lrcx江西銅業迅銷茅台酒/前期往日痕跡-:(2018S~19~20~21A)/
+++++++++++++++
8/21:JL世股摘前瞻:市場觀望鮑爾22談話,川皇續打甚猴急打Cook;谷歌新機;預炒輝達28財報;川泡小飆 Bmnr-8%Ethz-8%Open+12%;Md:Umac+9%Srfm+7%Airo+6%Hag+4%Rhm+3%;Qc;918央爸降息;財報:Wht-4%;910.憧憬蘋果新品;119中美關稅;黃: Btc$113kGld-0.4%Crcl-4%;AI.chain-h&s.w.:Alab+3%Aaoi+8%;Np;TG:MetaTsla-1%;Sox-0.5%;Tnx4.33Spi-0.4%NqDji-0.3%Eem-0.2%Ru-0.2%Uso0.8%;Mrna-4%Aal-3%;台店1.8%台1.4%韓0.4%三星-4%,日-0.7%;金龍1.4%滬0.1%深-0.1%港-0.2%國企-0.4% 8/20:JL世股摘前瞻:川皇入股Intc-7%Mu-4%三星-3%;入股Softbank-9%;川泡小飆股魔咒:Ethz -26%Open-11%Soun-6%;21央爸們會;918央爸降息;財報Tgt-6%;28輝達;谷歌手機,910.憧憬蘋果新品;119中美關稅;黃主教股:Nvts-3%;Md:Airo-4%;QcBtc$114kGld1%Fig+7%Bmnr+5%;AI.chain-h&s.w.:Aaoi-4%Dell-5%Ai-4% App-3%;Np:Ccj-5%Ihi-4%;TG:AaplAmznTslaTsm-2%AvgoGoog-1%;Sox-0.7%ArmSyna-2%;Tnx4.296Nq-0.7%Ru-0.3%Spi-0.2%Eem-0.1%Dji0Uso1.7%;Mrna-4%Aal-3%;台-3%台店-2.3%日-1.5%韓-0.7%;滬1%深0.8%港0.2%國企0.1%金龍0.3% ----- ***科技股大修*** 8/19:JL世股摘前瞻:JL夏夢巨星魔咒軍工挫回熊市RklbHag-9%R3nk-8%;JL夏夢小飆股魔咒:川泡群小魔亂舞:幣衍小飆股重挫:Aaoi-13%Soun-10%PltrBmnrFigRgtiIonq-9%Alab-8%Atnf-7%Kolo-5%;軟銀投20億美元Intc+7% ArmAmd-5%;20台北機器人展,21.央爸們會;9/18央爸降息;財報:28.輝達;9/10.憧憬蘋果新品;119中美關稅;黃主教股:CrwvNvtsInnos-4%;Md:Hwa-7%AiroRhmMp-5%LunrShldSrfmMp-4%;Qc:QbtsQubt-7%; Btc$113k-3%Gld-0.6%MstrHood-7%Coin-6%CrclDjt-5%Ibit-3%; AI.chainh&s.w.:Smci-6%ClsVrt-5%Anet-4%,AppOrcl-6%Ai-5%;Np:IhiCcj-4%;TG:AvgoNvdaTsm-4%MetaAmznTsla-2%Msft-1%;Sox-1.8%Mrvl-6%Syna-3%;Tnx4.302Nq-1.5%Uso-1.2%EemRu-0.8%Spi0.6%Dji0;日0.8%台台店0.25%韓-0.8%;金龍-0.9%國企-0.3%港-0.2%深0.1%滬0 ---- 8/18:JL世股摘前瞻:台股24482+0.6%創高,續炒降息泡:日股新興市美股英股世股續創高,迷因續噴;川皇鋼鋁50%晶片關稅三百趴:三星電-3%海力士-2%韓-1.5%美鋁-5%;Intc-4%救利多出盡;19.川澤歐會;20台北機器人展:炒動機器人股,21.央爸們會;918央爸降息;財報:Syna+6%28.輝達;910蘋果新品 川泡群小魔亂舞:迷因鎖碼小飆股:Open+19%Aaoi+17%Atnf-7%;Md:Airo+9%Hag+4%;Qc;日穩定幣立法利多出盡 Btc$116kGld-0.1%Atnf-7%BmnrCrcl-5%Fig-4%;黃主教股:Crwv-3%Nvts-2% AI.chainh&s.w.:Soun-5%;Np:KoloIhi-3%;TG:Meta-2%TsmTsla+1%;Sox0.4%;Tnx4.341Eem0.6%Uso0.5%Ru0.4%SpiNq0Dji-0.1%;日0.8%台店0.2%韓-1.5%;深1.8%滬0.9%金龍0.4%港-0.4%國企-0.1% ---- 8/15:JL世股摘前瞻:川皇炒入股Intc+3%;Unh+12%巴菲特等抄底;Sedg+17%Run+33%川普打太陽能未如預期;15普川會,20台北機器人展,21.央爸們會;財報Amat-14%(Lrcx-7%Klac-8%),Csco-4%;川泡群小魔亂舞:黃主教: Nvts-5%Inos+17%;Btc$118kGld0.1%Atnf-7%Bmnr-4%Crcl+7%Fig+4%;Open+4%;Md:Airo-4%Srfm-7%Rklb+3%Umac-6%;Qc:Rgti-7%Qbts-6% AI.chain-h&s.w.:Aaoi+6%,Soun-6%Crm+4%;Np:Oklo-4%Enr-3%;TG:TslaAvgo-2%;Sox-2.3%MrvlMu-4%;28.輝達;憧憬蘋果新品;918央爸會;119中美關稅;Tnx4.328EemDji0.1%Spi-0.3%Nq-0.4%Ru-0.6%Uso-1.3%,Mrna+5%, LlyAal+3%WfcMs-3%;日1.7%台0.4%台店0.2%韓0;深1.6%滬0.8%金龍0.7%港國企-1% --- 8/14:JL世股摘前瞻:PPI打臉川皇炒降息泡幣大回;川皇炒入股Intc+7%;15普川會,北京機器人運動會,20台北機器人展,財報:聯想-6%Lunr-14%Lite-5%;川泡群小魔亂舞:黃主教:Crwv-16%; Btc$118kGld-0.6%Atnf-29%Crcl-9%Fig-7%MstrIbit-4%;Open+26%;Md:Airo+6%Umac-6%;Qc:Rgti+4% AI.chainh&s.w.:Aaoi-9%,Vrt-4%,YaskawaE,Cls-3%Shop-4%AppAi-3%;Np:Oklo-5%Mhi-6%;TG:Amzn+3%;Sox-0.1%Swks+2%;28.輝達;憧憬蘋果新品;918央爸會;119中美關稅;Tnx4.293RuEem1.2%Dji0SpiNq0Uso1.8%,Nflx+4%;日-1.5%台-0.5%韓0台店0.9%;金龍-2.2%深-0.9%滬-0.5%港-0.4%國企-0.2% ---- 8/13:JL世股摘前瞻:川皇宣稱該降至1%炒降息泡,幣世股美日股再創高散户瘋小飆股;中國再發國補港恆國企+2.6%金龍2.1%深1.8%滬0.5%;15普川會,北京機器人運動會,20台北機器人展,財報: Crwv-18%Vrt-4%Crcl-7%Srfm+16%Ai+10%騰訊+5%;瘋降息川泡群小魔亂舞:黃主教:Nvts+6% ;Md:Airo+4%;Qc:Rgti+6% Btc$124kGld0.3% Atnf+4%Hood-5%Fig-7%;28.輝達;憧憬蘋果新品 AI.chain-h&s.w.:Cls-4%Fii+9%Orcl-3%App-4%Adbe+4%Soun+3%;Np:Enr-5%Ccj-4%PwrCeg-3% TG:Aapl+2%Amzn1%MsftTsmMetaAvgo-1%;Sox0.9%mdNxpi+5%On+4%Swks+3%Mu-3%;Tnx4.238Ru2%Eem1.2%Dji1%Spi0.3%Nq0.1%Uso-0.7%TolXhbUnh+4%Tm+3%Alb+5%GmCclDisNke+3%;日1.3%韓1.1%台0.8%台店0.94%;阿里+6%寧德時代+4%比亞迪+3% ---- 8/12:JL世股摘前瞻:CPI溫和續炒川皇降息預期股衝新高續股幣衍泡;美瘋降息預對日關稅未疊加日股噴+2.2%;15普川會,北京機器人運動會,20台北機器人展,瘋降息川泡群魔亂舞: Open+7%黃主教: Crwv+6%Nvts+5% Md:Umac+7%Hag+4%LunrMp+3%Hwa-3%Rklb4%;Qc:Qbts+7% Btc$120kGld-0.1% Atnf+207%BmnrFig+7%Fig+5%財報:Lite+4%;28.輝達;憧憬蘋果新品 AI.chain-h&s.w.:AaoiFii+9%Alab+7%HpqCls+4%SmciVrt+3%Panw+4%Sap-4%;Np:Oklo+9%Vst+5%Enr+4%Nrg+3% TG:MetaAvgo+3%MsftTsmGoogAapl+1%;Sox3%Nxpi+7%OnStm+6%IntcSynaIfnnyTxn+5%Gfs+4%LrcxMuKlacAsml+3%;Tnx4.293Ru3%Nq1.4%Eem1.2%DjiSpi1.1%USO-1.2%Aal+12%Dal+9%Tol+3%XhbUnh+4%Aa+7%GsBac+3%Ms+2%Tm+3%Alb-3%;台店0.9% 台0.1%韓-0.5%;金龍1.1%深滬0.5%港國企0.3%中芯+5% --- 8/11:JL世股摘前瞻:川皇炒降息預期股幣衍泡;立武拜川皇:Intc+4%;中美關稅延90天;15.普川會,北京人型機器人運動會;川皇401准投川王子加持續炒小飆幣衍泡割韭菜:Btc$119k Gld-1.4%Bmnr+15%Fig+6%Coin+3%;川泡群魔亂 舞:Open+18%;Md:LunrSrfm+3%Rhm-5%;Qc:Ionq+7%;黃主教Crwv+8%;財 報:Ai-26%Soun+17%;中國反內卷寧德時代鋰礦停工三個月,贛鋒鋰+10%Alb +7%Pfm+8%;28.輝達;憧憬蘋果新品;918央爸會 AI.chain-h&s.w.:Aaoi-3%Crm-3%Pltr-2%;Np:Oklo-5%Enr+4% TG:Tsla+3%;Sox-0.1%Ss+4%;Tnx4.273Uso0.7%Ru-0.1%NqSpiEem-0.3%Dji-0.5%;台0.5%台店0.2%韓-0.1%;深1.4%滬0.3%港0.2%國企-0.1%金龍-0.2% ---- 8/8:JL世股摘前瞻:川皇端米蘭再推降息炒股幣衍泡,在美生產免關稅蘋果+ 4%美光+6%中芯-8%;15.普川會;川皇401准投續炒幣衍泡Bmnr+25%;財報: Soun+26%Ai-20%Snow-7%Syna+6%;28.輝達;憧憬蘋果新品;關稅施美銀等喊滯脹通膨起;918央爸會 川泡群魔亂舞:Open MpAlab+5%, Md:Hag-6%HwaUmac-5%R3nkSrfm-4% 黃主教Crwv+7%; 幣衍泡:Btc$117k Gld0Crcl+4% AI.chain-h&s.w.:Lite+5%ClsCscoHpqDell+3%Smci-4%Aaoi-3%App+4%Pltr+3%;Np:Oklo-5% TG:TslaGoog+2%Nvda+1%;Sox0.8%Swks+4%IfnnyLrcx+3%ArmMrvl+2%;Tnx4.258Nq1%Spi0.8%Dji0.5%Ru0.2%Eem-0.1%Uso-0.2%;Alb+8%Tm+4%FcxNflxUnh+3%Bac+2%;日+1.9%韓-0.6%台 台店-0.4%;國企-1%港-0.9%滬0.1%深金龍-0.3% ---- 8/7:JL世股摘前瞻:川皇端米蘭再推降息泡吹股幣衍泡美元自求多福,在美產免100%關稅Tsm+5%,多投千億美元蘋果+3%;川皇要陳立武下台Amd+6%Intc-3%;財報:App+12%Lily-14%;美銀等喊滯脹通膨拐起;28.輝達;憧憬蘋果新品川泡群魔亂舞Fig-13%Mp+5%;Md:Rhm-8%R3nkHwa-6%HagLunr-4%;Qc;黃主教:Crwv+10 %Nvts+7%;川皇401帳准投續炒幣衍泡:幣泡:Btc$117kGld 0.8%Bmnr+7%HoodMstrDjt+5%Crcl-5% AI.chain-h&s.w.:FujikuraDell+5%Aaoi-4%Crwd-6%AiCrwPanw-3%;Np:Oklo-5%Nrg+3%Alb+4% TG:;Sox1.5%AsmlLrcxKlacAmatMu+3%Gfs3% ;Tnx4.244Eem0.8%Nq0.4%Spi-0.1%Ru-0.3%DjiUso-0.5%;Ip+4%Aig-3%;台2.4%日+0.7%韓0.9%台店-0.4%;金龍1%港0.7%國企0.6%滬0.2深-0.2% ----- 8/6:JL世股摘前瞻:半導體關稅100%,在美生產可豁免盤後Tsm+3%,逼蘋果多投資美國千億美元Aapl+5%,九月降息機率增美元走貶;財報: Alab+29%Shop+22%Anet+17%Smci-18%Open-25%Nrg-14%Amd-6%;28.輝達;憧憬蘋果新品; 川泡群魔亂舞Fig +14%Srfm-5%;Md:Lunr-8%Airo-6%Umac-5%;Qc:QbutQbts-4%;黃主教: Inos-9%Nvts-6%; 幣泡:Btc$115kGld -0.2%Bmnr+16%Crcl+5% AI.chain-h&s.w.:Aaoi+8%Pltr+4%App+3%;Np:Vst-4%Ccj+3%Mhi+5% TG:AmznTsla+4%Avgo+3%;Sox-0.2%MrvlSyna-3%;Tnx4.22Nq1.1%Spi0.7%Eem0.5%Dji0.2%Ru-0.2%Uso-1.6%;Wmt+4%CostTgtMcdNflx+3%Lly-3%; 日+0.6%韓0台店-0.4%台-0.9%;深0.7%滬0.5%港0國企-0.2%金龍-0.6% ---- 財報盤後Smci-16 %,Amd-6%;黃主教乾兒子Nvts-16% 8/5:JL世股摘前瞻:傳川對台降關稅條件台積併英代爾:Tsm-3%Intc+4%;財報:Aht:Smci-16 %Amd-6%;Nvts-16%Gfs-9%Crcl-7%Coin-6%Klac-4%Pltr+8%Oklo+10%Ifnny+4%,28.輝達;7.關稅日?半導體關稅?憧憬蘋果新品; 川泡群魔亂舞Fig-11 %Srfm-3%;Md:Umac+8%Airo-4%;Qc:Qbut+8%Qbts+7%Ionq+5%;黃主教: Inos-7%Crwv+6% 幣泡:Btc$114kGld 0.1%Mstr-4%Bmnr+7%; AI.chain-h&s.w.:AaoiLite-3%Soun+5%App-4%;Np:Mhi+6%Ceg-3% TG:AvgoMeta-2%NvdaMsft-1%;Sox-1.1%Arm-2%;Tnx4.196Ru0.6%Eem0.3%Dji-0.1%Spi-0.5%Nq-0.7 Uso-1.5%;韓1.6%台店1.4%台1.2%日0.6%;滬1%港國企0.7%深0.8%金龍-0.6%;Ssd+10%Pfm+9%;Unh+4%Aal+3% ---- 炒預期降息泡慢拍散戶飆小飆追巨頭 8/4:JL世股摘前瞻:九月降息預期增債跌散戶衝迷因小魔與巨星輝達;財報: On-16%,Aht:Pltr+5%,28.輝達;7.關稅生效?半導體關稅?憧憬蘋果新品;川泡群魔亂舞 Open+17%Srfm+12%Fig-27%;Md:Airo+13%Umac+10%Lunr+6%;Qc:Rgti+12%QbutIonq+4%: 幣泡:Btc$115kGld +0.6%MstrHood+6%;黃主教:Inos+30% AI.chain-h&s.w.: AphLite+4%ClsSmciAaoi+3%Soun+5%PltrApp+4%Ai+3%;Np:Oklo+7%CegNgr+4%CcjVst+3% TG:NvdaMeta+4%AvgoGoog+3%TslaMsftTsm+2%;Sox1.8%MrvlAmdMuKlacSyna+3%;Tnx4.2Ru2.1%Nq2%Spi1.5%Dji+1.3%Eem1%Uso-1.7%;Tol+3%韓0.9%台-0.2%台店-0.1%日1%;金龍1.3%港國企1%港0.9%深0.8%滬0.7%;聯想+5% ---- 就業數字差股幣衍大跌,川火掉發佈者 8/1:JL世股摘前瞻:增交易稅韓指-3.9%;就業數差股幣大跌,川皇火掉發佈人;財報:Coin-17%Amzn -8%Aapl-2%;半導體關稅?28.輝達財報:憧憬蘋果新品;川泡群魔亂舞Open+14 %Fig+6%Srfm-5%; Md:AiroLunr-5%Hwa-6%Umac-4%;Qc:Qbts-5%Ionq-4%:Np:Hitachi-9%Oklo-7%Enr-4%CcjPwr-3% 幣泡:Btc$113k-2% MstrBmnr-9%Crcl-8%Djt-4%Hood-3%;黃主教Nvts+9%Crwv-9% 川皇踹藥Mrna-8%Unh-3% AI.chain-h&s.w.:Aaoi-6%Anet-5%DellSmci-4%VrtCls-3%Snow-8%Ai-5%Orcl-4%CrmAppPltrAdbe-3% TG:MetaTsmAppl-3%NvdaTslaAvgoMsftGoog-2%;Sox-1.4%Mrvl-7%Skh-6%MuSyna-4%ArmAmd-3%;Tnx4.22Uso-2.7%Nq-2.2%Ru-2%Spi-1.6%Dji-1.2%Eem-0.7%;Fi:Bac-4%Wfc-3%;DalAal-4%;Aa-5%Cop-3% 台-0.5%台店0.9%日1%;金龍-2.2%港-1.1%國企-0.9%滬-0.4%深0; ---- Te-18%領半導體設備崩,川泡群魔亂舞Fig+250%,川皇踹藥股 7/31:JL世股摘前瞻:財報:TE-18%(Arm-13%KlacAmat-5%AsmlLrcx-4%)Meta+11%Msft+4%Ip-13%Qcom-8%Hoya-9%Unh-6%Mu-5%;Aht:Coin-10%Amzn-6%Aapl+2%;Pce回升;台關稅初20%;半導體關稅;川逼減藥價股崩:Mrna-8%Nov-5%Lly-3%;憧憬蘋果新品; 川泡群魔亂舞:Open-11%Srfm-6%Fig+250% 幣泡:Crcl-4%Hood-3%Btcc$115k-3%; 黃主教Crwz+11% AI.chainh&s.w.:Fujikura+6%SmciIbm-3%App+8%Panw-5%;TG:TslaAvgo-3%Goog-2%;Sox-3.1%Gfs-5%TxnSwksIfnny-4%Intc-3%;Tnx4.36Uso-1.8%Ru-0.o9%Dji-0.7%Eem-0.6%Spi-0.4%Nq0;台0.3%台店0.2%韓-0.3%日1%;國企-1.7%港-1.6%深-1.4%滬-1.2%金龍+0.7%;NkeTgt-3% ----- 7/30:JL世股摘前瞻:財報會(微軟高通蘋果亞馬遜):Ter+19%Gnrc+20%TT-8%Panw-5%;Aht:Meta+10%Msft+8%Arm-9%Qcom-5%;美央爸不降息;8/1關稅限:中美延,韓15%印度25%,半導體?銅價崩Fcx-9%;憧憬蘋果新品;川泡群魔亂舞迷因: Open+6%Srfm-5%;Md:Rklb+6%Rhm+3%Hwa+5%;Np:Oklo+7%IhiVst+5%CegEnrNrgMhi+4%;幣泡:Bmnr+8%Crcl+5%Gld-0.8%;Btc$118;黃主教Crwz-5%Nvts-4% AI.chain-h&s.w.:Aaoi-5%Smci+4%Fujikura+9%; TG:NvdaAvgo+2%;Sox0.8%Mrvl+7%Syna-4%Nxpi-3%;Tnx4.376Nq0.2%Spi-0.1%Dji-0.4%Ru-0.5%Eem-0.7%Uso1.6%;韓0.6%台1.1%韓0.7%台店0.1%日-0.8%;港-1.4%國企-1.2%深-0.7%滬0.2%金龍-1.8%;Byd-6%中芯-6% --- 7/29:JL世股摘前瞻:財報會(關稅效應:下修前景或漲價;微軟臉書高通蘋果亞馬遜): Cls+17%Glw+12%Nvo-22%Unh-7%(Lly-6%)Ba-4%;美對歐關稅15%歐元歐股跌美元美債漲油漲;台軍備局無人機招標說明會未來二年500億;27中美關稅;29美央爸會;8/1關稅限;半導體關稅;憧憬蘋果新品;川泡群魔亂舞迷因: Open-12%Srfm-9%Mp-6%;Md:LunrUmac-8%Airo-4%Rklb-3%Rhm+3%Hwa+5%;Qc:Rgti-7%Qubt-5%;Np:Oklo-6%Enr+3% 幣泡:Bmnr-9%Djt-5%Hood-3%Gld-0.2%;Btc$118;黃主教Nvts-12%;AI.chain-h&s.w.:Aaoi-3%PanwSounAi-5%;TG:Meta-2%Aapl-1%;Sox-0.1%Amd+2%;Tnx4.33Ru-0.6%Dji-0.5%Nq0.4%Spi0.3%Eem0Uso3.9%;韓0.6%台店-1%台-0.9%日-0.8%;深0.5%滬0.3%國企-0.3%港-0.2%金龍-1.4%;Mrna-4% Alb-4%Sedg-8%Gm-3% ---- 7/28:JL世股摘前瞻:財報:Puma-19%關稅打擊;微軟臉書高通蘋果亞馬遜;美對歐關稅15%;下單三星+7%Tsla+3%Asml+3%KlacAmat+2%市佔大增Amd+4%;台罷免失敗;軍備局說明會無人機500億招標;27中美關稅;29美央爸會;8/1關稅限;半導體關稅公佈;憧憬蘋果新品;川泡群魔亂舞 Mene:Srfm-12%Open-8%Mp+3%;Md:Umac-7%HagR3nkAiroRklb-5%Rhm-3%;RbQc:Qbts-3%;幣泡: Bmnr-12%Crcl-4%Gld-0.7%;Btc$118;黃主教Crwz-5%Nvts-3% AI.chain-h&s.w.:Aaoi-7%Smci+10%Vrt+4%AnetLite+3%Soun-4%;TG:Nvda+2%Avgo+1%Tsm-1%;Sox1.6%:TxnQcomNxpi+2%Txn+3%On+3%Tnx4.42Nq0.3%Spi0Dji-0.1%Ru-0.2%Eem-0.7%Uso3.1%;韓0.4%台店0.3%台0.2%日-1.1%;港0.7%深0.5%國企0.3% 滬0.1%金龍-0.7%;Alb-11%;Nke+4% ----- 7/25:JL世股摘前瞻:財報:Intc-9%(Amd +3%);微軟臉書高通蘋果亞馬遜;川泡群魔亂舞: 迷因Open+5%Srfm +3%;E;Md:Umac-4%;Rb:Yec-6%Fanuc-5%;Qc:Qbts-5%;幣泡:Bmnr-5%Mstr- 2%Hood+3%Gld-0.6%;Btc$117k;黃主教Crwz-4%;26Waic;27中美關稅;29美央爸會,8/1關稅限;憧憬蘋果等新品;Pwr+4% AI.chainh&s.w.:VrtAaoi+5%ClsSmci+4%Pltr+3%;TG:Tsla+4%Tsm+2%;Sox0:On+3%AsmlArm+2%Tnx4.386Dji+0.5%SpiRu0.4%Nq0.2%Eem-0.3%Uso-1.6%;韓0.2%台店0.1%台0日-0.9%;國企-1.2% 港-1.1%金龍-0.9%滬-0.3%深-0.1% ---- 7/24:JL世股摘前:財報季:Stm-16%(On -7%Ifnny-6%)TslaIbm-8%Ai-11%Aal-10%Lvmh-2%;川踏央行續霸凌央爸造降息泡;佈道能源AI:Oklo+11%Mhi +6%;Rb:Fanuc+4%Yaskawa+6%;AI.chain-h&s.w.:Aph+4%Cls-3%; 川泡群魔亂舞:迷因泡沫 Open+6%Srfm+14% 幣泡:Crcl-5%Bmnr +6%Gld-0.6%;Btc$118k;Md:Umac+6%Lunr-4%;Qc:Qubt-3%;黃主教:Crwz-5%;狗熊翻; 26大罷免;27.中美談關稅;27.Waic;29.美央爸會,8/1關稅限;憧憬蘋果等新品; Unh-5%Bhp-2% TG:NvdaAvgoAmzn+2%;Sox0.1%Intc-4%Gfs-2%Amd+2%;Tnx4.408Rut-1.4%Dji-0.7%Eem-0.5%Spi0.1%Nq0.2%Uso1.1%;日1.6%台店1.5%台1.4%韓0.4%;國企1.8%港恆1.6%金龍-1.5%滬0深-0.4% ;CclTol-3%;Lges+9%Alb+7%贛鋒鋰+8% ---- 7/23:JL世股摘前:財報季: 德儀-13%Sap-5%;盤後:特斯拉-5%,谷歌+2%; 川佈道AI能源泡能源AI衝高走低領標指那指創高:Oklo+9%VstEnr+6%Nrg+4%Sedg-9%Enph14%;Rb:Fanuc+12%Yaskawa+11%; AI.chainh&s.w.:ClsSoun+8%VrtSmci+4%AppLiteAnet+3%;NvdaTsmAvgo+2%;日關稅15%:日經+3.5%Tm+14%Gm+9%; 川泡群魔亂舞:Open-20%;幣泡:Mstr-3%Gld1.2%;Btc$119k;Md:Lunr+19%Rtx+5%Umac+4%Airo-3%;Qc:Qbts+15%;黃主教:Crwz-3%;26大罷免;27.Waic;29.美央爸會,8/1關稅大限;TG;Sox0OnStm-5%Amd+3%;Tnx4.388 Rut1.5%Dji1.1%Eem1%Spi0.8%Nq0.6%Uso-0.1%;日3.5%台店1.5%台1.4%韓0.4%;國企1.8%港恆1.6%金龍0.8%滬0深-0.4%騰訊+5%;Mrna+6%Ccl+3%CvxCop+2%;GsJpm+2%Aig-2% ---- 7/22:JL世股摘前:賭財報季Lmt-11%;24.特斯拉,微軟;川泡群魔亂舞:擬取消賣房資本利得稅續吹房泡再圖利自己財團:Tol+11%Xhb+6%;黃主教:Crwz+4%;幣泡法過: Crcl9%Djt+3%Gld+1%;Btc$120k;Md:Rhm-3%Airo+4%;Qc:QubtIonq-6%QbtsRgti-4%;川佈道AI能源;狗熊翻:打臉川Sedg+11%;26.大罷免,27.Waic;29.美央爸會,8/1關稅大限;憧憬蘋果等新品 AI.chain-h.w.:Aaoi-7%ClsLite-4%DellSmci-3%;S.w.:App-4%Soun-3%CrwdOrclPltr-2%;Np:Mhi+6%Ihi+5%;TG:AvgoNvda-3%Tsm-2%;Sox-1.8%Klac-5%MuLrcx-4%ArmAmat-3%Asml-2%On+3%;Tnx4.336Rut0.8%Dji0.4%SpiEem0.1%Uso-0.3%Nq-0.4%; 台店-2.4%台-1.5%韓-1.3%台店-0.3%日-0.1%;深滬0.6%港恆0.5%國企0.4%金龍1.7%;Evb:Alb+8%Byd+5%Gm8%;Mrna+6%;Tgt+5%Bhp+4%Aa+3%;Wfc+3%; ---- 7/21:JL世股摘前:逼空那標指微創高;川泡群魔亂舞:黃主教:Nvts+25%;Open+312%(6交易日);幣泡幣法過轉跌:Bmnr-7%Hood-5%Crcl3%Djt+3%Gld1.5%;Btc$117k;Md:Lunr-9%RklbAiroUmac-8%;Qc:Qubt-9%; 川佈道AI能源:Oklo-9%; 狗熊翻:Sedg+11%; 賭財報季?谷歌+3%;24.特斯拉,微軟;26.大罷免,27.Waic;29.美央爸會,8/1關稅大限;憧憬蘋果等新品 AI.chain-h.w.Vrt-2%;S.w.:Soun-7%;Np;MpSrfm-7%; TG:Avgo+2%;Sox0.1%ArmQcom+3%AsmlMrvl-2%;Tnx4.372Eem0.7%Nq0.4%Spi0.1%Dji0Rut-0.4%Uso-0.5%;Vz+4%Aa+2%;韓0.7%台-0.2%台店-0.3%;深1.1%滬港恆0.7%國企0.6%金龍-0.3%%美團寧德時代+3% ---- 7/18:JL世股摘前:川法過加退休金炒幣泡佈道AI與能源:Vst+6%Ceg+4%; 群魔亂舞:幣泡Btc$118kGld0.3%;Hood+4%Mstr-6%Crcl-5%Djt-3%;Qc:Qbts-5%;Md:Umac-8%Airo-5%;黃主教: Nvts+8%Crwv-7%;財報:Nflx-5%,特斯拉24;狗熊翻Sedg+5%;26.台大罷免,29.美央爸會,8/1關稅大限 AI.chain-h.w.Dell+53%Aaoi-3%;S.w.:;Np;Pfm+20%;Mp+5%;Srfm-10% TG:Tsla+3%Tsm-2%;Sox-0.1%Mrvl+4%Amd-2%; ;Tnx4.42NqEem0.1%UsoSpi0Dji-0.4%Rut-0.1%;台1.2%日台店韓-0.2%;國企1.5%港恆1.3%金龍0.6%滬0.5%深0.4%;憧憬蘋果等新品:富士達 --- 黃魏雙主教佈道恐慌趕頂 7/17:JL世股摘前:黃主教北京佈道領那指標創高Nvda173+1%;魏主教佈道 財報會:Tsm245.6+4%創高,設備材料衝鋒,帶動超級無敵大狗熊翻:環晶台勝科中美晶漢磊等嘉晶漲停;群魔亂舞:幣泡Btc$120k;Bmnr-7%Qbts+14%Qubt+7%;Md:Rklb+8%Lunr+9%HwA+5%;黃主教:Crwv-6%;;29.美央爸會,8/1關稅大限 AI.chain-h.w.Vrt+5%AnetAaoi+3%;S.w.:AiSoun+6%Orcl+3%;Np:Enr+5%Oklo+3%;Alb+8%,Pfm+11% TG:Avgo+2%;Sox0.9%ArmMrvl+3%Mu-3%Skh-9% ;Tnx4.463Uso1.3%Rut1.2%Nq0.8%Eem0.6%SpiDji0.5%Gld-0.2%;台店1.2%日0.6%台0.3%韓0.2%;深1.4%金龍1.2%滬0.4%國企港恆-0.1%;憧憬蘋果等新品 ---- 川法會群魔亂舞幣衍泡量子計算軍工能源等勝AI 7/16:JL世股摘前:川皇續霸凌鮑爾期降息吹泡;財報季來:Asml-8%;新車法會Tsla+4%;17.台積-設備材料先衝;群魔亂舞:幣泡Btc$119kCrcl+19% Bmnr+12%Djt+6%Hood+4%Mstr+3%;Rgti+30%;Md:Airo-5%Umac+10%Rklb+7%;Srfm+4%; 黃主教:Nvts;狗熊翻:Abf南電漲停;29.美央爸會,8/1關稅大限;川皇賓州大能源法會:Oklo+6% Vst-4%Ceg-3% AI.chain-h.w.;S.w.:Soun+4%Orcl+3%; TG:;Sox-0.4%Mu-3%Mrvl-2%Arm;Tnx4.455Gld0.6%Rut1%DjiEemGld0.5%SpiNq0.3%Uso-0.1%;台0.9%台店0.2%日0韓-0.9%;金龍-1.4 %深國企-0.2港-0.3 %滬0 ---- 川主教大法會衝頂行情:准黃主教恢復賣中H20輝達創高領那指創高趕頂,衝賓州能源大法會 7/15:JL世股摘前:黃主教中國佈道得川皇恢復准賣H20領漲輝達領那指創高:NvdaTsm+4%Amd+6%;川皇續霸凌鮑爾期降息吹泡;8/1關稅大限;;財報季來:Wfc-5%;17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118kCrcl-5% Bmnr-3%;Qubt-7%;Md:AirUmac-3%Rklb+3%;Srfm:-11%;稀土Mp:20% 黃主教:CrwzNvts+6% 狗熊翻:台股Abf南電欣興等漲停;29.美央爸會 AI.chain-h.w.:Lite+6%Smci+7%;S.w.;Np:Oklo-2%; TG:Avgo+2%;Sox1.3%;Tnx4.489Eem0.7%Nq0.2%SpiGld-0.4%Uso-0.5%Dji-1%Rut-2%;Dal-4%MrnaAa-4%Fcx-3%;Lly-3%Tol-5%;台1%台店0.8%日0.6%韓0.4%;金龍2.8%國企1.7%港恆1.6%深0.6滬-0.4%阿里+7% ---- 川皇主教法會衝頂行情:幣法會幣衍品衝頂 7/14:JL世股摘前:川皇續霸凌鮑爾期降息吹泡;川皇幣法會比特幣創高;川皇能源法會:Kolo+11%;8/1關稅大限;17.黃主教北京佈道;財報季來17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118kCrcl +9%Mstr+4%;Qubt+9%Qbts+7%;Md:Umac-4%Rklb+11%;黃主教小股: Crwz+5%;狗熊翻;醜媳見公婆匯損;29.美央爸會 AI.chain-h.w.AnetVrt+2%:;S.w.:App+6%Pltr+5%;Np:MhiIhi+4%Ccj+3% TG:0;Sox-0.9%Mu -5%QcomGfs-2% Tnx4.427Rut0.7%Nq0.3%EemDji0.2%Spi0.1%Gld-0.4%Uso-2.2%;韓0.8%日-0.2%台-0.6%台店-0.8%;國企0.5%港恆滬0.3%深0.2%金龍0.7% ---- 7/11:JL世股摘前:川皇續霸凌鮑爾降息期降息吹泡,黃主教訪中賣降規品,輝達連三日創高市值晉4兆美元,馬主教Grok 4消息衝股價那指標指再創高;比特幣創高迎川皇幣法會;財報季來17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118k Bmnr-12%Crcl-8%;QubtIonq-9%;Umac+39%Airo+30%;17.黃主教北京佈道;黃主教股續吃土: Crwz-9%Nvts-7%; 狗熊翻;醜媳見公婆匯損;29.美央爸會關稅大限8/1 AI.chain-h.w.AnetVrt+2%:;S.w.:Panw-7%SounCrwd-5%;Np:CegCcj+3% TG:TslaAmznGoog+1%;Sox-0.2%Stm+4% Tnx4.346Rut-1.2%Dji-0.6%SpiEem-0.3%Nq-0.2%Uso2.台店0.6%台0.3%韓日-0.2%;港恆深0.5%滬0國企0.2%金龍-0.4%; Mstr+3%Gld1%;Md:;Qc;Aal-6%Nke-6% ---- 7/10:JL世股摘前:川皇幣法預期將過關,川皇續霸凌鮑爾降息期降息吹泡,股幣再創高:群魔亂舞:幣泡Btc$115kBmnr-31% 財報:Aal+13%Dal+12%; 黃主教股:Crwz-10% Nvts-3%;狗熊翻Abf 南山欣興;醜媳見公婆匯損大立光;17.台積-設備材料先衝;29.美央爸會;Nflx-3% AI.chain-h.w.Vrt-6%:;S.w.:Panw-7%SounCrwd-5%;Np:Enr-3%Okla+3% TG:Tsla+5%;Sox+0.8%Amd+4%Skh+6%Stm+4% Tnx4.346Rut0.5%Dji0.4%SpiEem0.3%Nq0.1%Uso-2%韓1.6%台0.7%台店0.1%日-0.4%;金龍0.9%國企0.8%港恆0.6%滬0.5%深0.3%;Mrna+5% Gld0.2%Hood+4%;Md:Umac+7%AiroLunr+3%;Qc:Rgti-4%;Cm:FcxBhp+4%Aa+3%;Evb:Alb+5%Pfm+5%LgesSki+4% ----- 7/9:JL世股摘前瞻黃主教 Nvda162.9+1.8%再創高挑戰4兆美元;幣創高Bmnr-40%;黃主教股:Nvts-2%;Q2財報照妖醜媳見公婆匯損;10大立光,17.台積-設備材料先衝 AI.chain-h.w.:Aaoi+4%ClsAnet+3%;S.w.:Ai+4%PltrApp+2%;Np:Vst+4% TG:AvgoTsmMeta+2%;Sox+0.4%GfsMu-2% Tnx4.342Rut1.1%Nq0.9%Spi0.6%Dji0.5%Uso0Eem-0.2%;台店1.1%台0.7%韓0.6%日+0.4%;國企-1.3%金龍港恆-1.1%滬深-0.1%;憧9月蘋果等新機 Btc$111k創高Gld0.5%Hood+4%Ibit+3%;Md:HwA+4%Ba+4% ----- 7/8:JL世股摘前瞻:狗熊翻:Intc+7%Soun+12%Mrna+9%-川新政;黃主教股: Nvts+7%Crwz-5%;群魔亂舞:幣泡:Bmnr+4%;電商戰:Amzn-2%;關稅公佈後韓+1.8%日+0.3%;深1.3%國企1.2%港恆1.1%金龍滬0.7%;17.台積財報設備材料;Q2財報匯損;生技展;Alb+7%; AI.chain-h.w.:Smci+4%Fii+10%;S.w.:Ai+3%;Np:Nrg-5%OkloCcjEnr-4% TG:Tsla+1%;Sox+1.8%Gfs+7%On+6%Mu+4%StmSynaIfnnyNxpi+3% Tnx4.415Rut0.7%UsoEem0.6%Nq0Spi-0.1%Dji-0.4%;台台店-0.3%; Btc$109kGld-1%;Qc:Qbts-5%;Cm:CopCvx+34%Fcx+3%;Fi:BacJpm-3% ----- 7/7.JL世股摘前瞻:馬設新黨Tsla-7%;關稅大限延8/1,為中洗產地加關稅;群魔亂舞:幣衍泡:Bmnr-20 %Crcl+10%;黃主教股:Nvts-5%Crwz-3%;Q2財報匯損;17.台積財報設備材料 AI.chain-h.w.:Aaoi-8%ClsSmciHpq-3%;S.w.:Pltr+4%Soun+3%Ai-3%;Np:Oklo+4%Enr+3% TG:TsmGoog-2%;Sox-1.9%ArmMrvl-5%On-4%QcomSynaSwksNxpi-3%AmdMuGfsIntc-2%;Tnx4.395Rut-1.6%Eem-1.4%DjiNq-0.9%Spi-0.8%Uso1.7%;台店-1.2%台-0.5%韓0.2%;金龍0.6%滬國企0港-0.1%;Tm-4% Btc$108kGld-0.4%; Gme-4%;Md:Umac-9%Lunr-4%Rklb+9%YasakawaE-10%;Qc:Qubt-6% ---- 7/4.美股休市,東亞股:韓-2%台店-1.3%台-0.7%日-0.6%;港-0.6%國企-0.5%深-0.4%滬0.3% ---- 7/3.JL世股摘前瞻:大而美減稅法過,輝達+1%領那指+1%標指0.8%再創高:羅小+1%道+0.8%;關稅日9;狗熊翻:Sedg+17%Intc+3%; 群魔亂舞:幣衍泡沫: Bmnr+130%Crcl+6% Btc$109kGld-0.7%; 黃主教股:Qbts+5% ;Q2財報匯損;17.台積財報設備材料;29.美央爸會; AI.chain-h.w.:Aaoi+7%VrtCls+3%;S.w.:Crwd+4%Orcl+3%;Np:OkloPwr+4%VstCcj+3% TG:AvgoAmznMsft+2%;Sox0.7%;Md:Umac+8%;Tnx4.348Eem0.5%Uso-0.5%;韓1.3%台店0.7%台0.6%日-0.6%;國企-0.9%港-0.6%金龍0.4%滬0.2%深1%;憧9月蘋果新機 --- 7/2.JL世股摘前瞻:關稅日9:越南20%以上標那指創高幣金油衝,惠Nke+4%;除息潮;4.減稅法惠Tsm+4%;川馬又緩?Tsla+5%;川皇鬆對中車用晶片Stm+5% NxpiOn+4%;群魔亂舞: Bmnr+27%Mstr+8%Hood+6%Crcl-8%;黃主教股: Rgti+15%lonq+12%Qubt+11%Qbts+8% Q2財報匯損;17.台積財報設備材料 AI.chain-h.w.:Aaoi+5%Cls+4%Smci+3%;S.w.:Soun+7%AiOrcl+5%Adbe-3% TG:Nvda+3%AaplAvgo+2%;Sox1.9%AmatSyna+3%KlacLrcx+2%Intc-4%Mrvl-3%;Alb+8% Btc$109kGld+0.6%;Md:Rklb-4%Okla-3%;Dc:F+4%,Ccl+4%;FcxAa+4%Cop+3%;Sedg+8%;Mrna+6% Uso2.3%Rut1.3%Nq0.9%Spi0.5%Eem0.4%Dji0Tnx4.293;日-1.2%韓-0.5%台0.1%台店0.3%;港0.6%國企0.5%金龍0.1%滬-0.1%深-0.7%;Unh-6%;Aig-4% ---- 7/1.結帳前後直接變臉 7/1.JL世股摘前瞻:除息潮;炒4.減稅法過;9:關稅日或延:半年報後巨星回: Airo-8%UmacOklo-7%Enr-6%RhmVrt-5%;黃主教股:NvtsCrwv-4%Ionq-7%; 群魔亂舞巨星:幣衍Mstr-8%Bmnr+36%收長上影(高70收46) Q2財報匯損;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:ClsVrt-5%SmciLite-4%Anet-3%Hpq+4%;S.w.:AppPltr-4%CrwdSnow-3%;Np:Ceg-5%VstIhi-4%CcjNrgMhi-3% TG:Tsla-5%Avgo-4%NvdaMeta-3%;Sox-0.7%Amd-4%Arm-3%Swks+4%;Uso1.1%Rut1%Dji0.9%Eem+0.2%Nq-0.8%Spi-0.1%Tnx4.251;台1.3%韓0.6% 台店0.4%;滬0.4%深0.2% Btc$105kGld+0.9%;Md:HwaRklb-4%;Qc:Rgti-4%;Dc:Gm+6%F5%;Mc+6%Tgt+5%AalNke+3%;Xhb+4%Tol+3%;Unh+5%;Cop+3%;BacWfc+2%;Sedg+5%;Mrna+3% --- 6/30.JL世股摘前瞻:憧憬4.減稅法過炒股;9:關稅日或延;半年報作帳(台幣尾急貶):標指那指創高:巨星: Umac+8%PltrOrcl+4%Airo+3%;群魔亂舞巨星:幣衍Hood+10%Mstr+5%, 黃主教點股:Qubt+11%; Q2財報匯損;除息潮;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:AnetSmci+3%;S.w.:Soun+9%App+5%;Nrg+3%;財報Ski+25% TG:AvgoAapl+2%TslaAmzn-2%;Sox0Arm-2%;Dji0.6%NqSpi0.5%Eem+0.3%Rut0.1%Uso-0.2%Tnx4.23;日0.8%韓0.5%台-1.4% 台店-1%;深1.1%滬0.6%國企-1%港-0.9%金龍-0.5%; Btc$107kGld+1.2%;Md:Hwa-5%;Qc:IonqRgti+7%;Dc:Ccl+3%Gs+2% ---- 6/27.JL世股摘前瞻:中美關稅框架,關稅日或延,減稅法將過等激輝達領標指那指創高金Gld-1.8%; 但半年報作帳轉結帳:巨星軍工:Pltr-11%Airo-8% Rhm-6%Lunr-4%;游資濫,群魔亂舞巨星結帳:穩幣Crcl-16%黃主教點屎股結帳;作帳尾翻:Nke+15% ;季節暑假股Linepay連二日漲停,Ba+6%Ccl+4%;美元貶台日歐幣升;;7/4.減稅法,8:關稅日或延;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:Aaoi-6%Smci-3%;S.w.:App-4% TG:Amzn+3%GoogTsmNvda+2%;Sox0.1%Mrvl-4%Arm+5%;Dji1%NqSpi0.5%EemUso-0.4%Rut0Tnx4.283;日1.4%台0.4%台店0.2%韓-0.8%;滬-0.7%國企-0.5%港-0.2%深0.4%金龍0.2%;憧9月蘋果新機 Btc$107k;Md:IhiHitachi+5%EnrMhi+3%;除息潮 ----- 6/30.JL世股摘前瞻:憧憬4.減稅法過炒股;9:關稅日或延;半年報作帳(台幣尾急貶):標指那指創高:巨星: Umac+8%PltrOrcl+4%Airo+3%;群魔亂舞巨星:幣衍Hood+10%Mstr+5%, 黃主教點股:Qubt+11%; Q2財報匯損;除息潮;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:AnetSmci+3%;S.w.:Soun+9%App+5%;Nrg+3%;財報Ski+25% TG:AvgoAapl+2%TslaAmzn-2%;Sox0Arm-2%;Dji0.6%NqSpi0.5%Eem+0.3%Rut0.1%Uso-0.2%Tnx4.23;日0.8%韓0.5%台-1.4% 台店-1%;深1.1%滬0.6%國企-1%港-0.9%金龍-0.5%; Btc$107kGld+1.2%;Md:Hwa-5%;Qc:IonqRgti+7%;Dc:Ccl+3%Gs+2% ---- 6/27.JL世股摘前瞻:中美關稅框架,關稅日或延,減稅法將過等激輝達領標指那指創高金Gld-1.8%; 但半年報作帳轉結帳:巨星軍工:Pltr-11%Airo-8% Rhm-6%Lunr-4%;游資濫,群魔亂舞巨星結帳:穩幣Crcl-16%黃主教點屎股結帳;作帳尾翻:Nke+15% ;季節暑假股Linepay連二日漲停,Ba+6%Ccl+4%;美元貶台日歐幣升;;7/4.減稅法,8:關稅日或延;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:Aaoi-6%Smci-3%;S.w.:App-4% TG:Amzn+3%GoogTsmNvda+2%;Sox0.1%Mrvl-4%Arm+5%;Dji1%NqSpi0.5%EemUso-0.4%Rut0Tnx4.283;日1.4%台0.4%台店0.2%韓-0.8%;滬-0.7%國企-0.5%港-0.2%深0.4%金龍0.2%;憧9月蘋果新機 Btc$107k;Md:IhiHitachi+5%EnrMhi+3%;除息潮 ---- 6/26.JL世股摘前瞻:半年報作帳巨星:軍工:北約增國防預算至GDP 5%: Airo+15%Lunr+13%Rklb+12%Rhm+7% 作帳尾超級無敵狗熊翻: Enph+13%Mrvl+7%FcxAlb+6%Sedg+5%嘉聯益台揚漲停;季節暑假股;鮑爾國會聽證再憂關稅滯川皇再霸凌美元貶台日歐幣升;游資濫,群魔亂舞:Crcl+8% 黃主教:Ionq+8%Crwv-6%;7/8:檢驗關稅;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:AaoiSmci+6%Anet+5%Dell+5%Lite+3%;S.w.:Ai+5%Soun+4%App+3%;Np:Nrg+5%Ccj+4%;Aa+6%Bhp+3% TG:AvgoMetaAmznGoog+2%Tsm+1%;Sox0.9%Asml-2%;Uso1%Rut1.7%Nq1%Dji0.9%Spi0.8%Eem0.7%Tnx4.281;日1.7%台0.3%台店0韓-0.9%;國企港0.6%滬-0.2%深-0.3 %金龍-0.3%;Gs+3% Btc$107kGld-0.1%;Md;Dc:CclNkeCat+3% ----- 6/25.JL世股摘前瞻: 降息交易;半年報作帳:巨星黃主教股東會佈道股價創高市值第一Nvda+4% ;作帳落後股狗熊翻領衝:Amd+4%;憂關稅滯; 游資氾濫,群魔亂舞: Airo-10%Crcl-11%; 黃主教:Crwz-8%Nvts -4%Kolo-8%Ionq-7%;7/8:檢驗關稅;Q2財報匯損;17.台積財報:設備材料前行; 台1.1%台店0.8%日0.4%韓0.2%;深1.4%國企1.2%港1.1%滬1%金龍-0.6%; Uso0.4%Nq0.3%Eem0.1%Spi0Dji-0.3%Rut-1.2%Tnx4.293;TG:Tsla-4%Goog+2%Tsm+1%;Sox1%;AI.chain-h.w.:Aaoi+13%Smci+9%Cls+4%;S.w.:AppSoun-3%;Np; Btc$107kGld0.3%;Md:Rhm+3%Umac-7%LunrRklb-3%;Qc:Qbts-5%Rgti-4% ---- 6/24.JL世股摘前瞻: 半年報作帳狗熊翻降息交易盛:鮑爾再霸凌下國會作證鬆口通膨如緩或提早降息晶片落後股狗熊翻領股市衝;半年報作帳衝刺-狗熊翻落後補漲韓股創高,台股台揚領超級無敵狗熊翻連漲停鎖死,美晶片落後股領狗熊翻:Amd+7% IntcMrvl+6%; 超級無敵狗熊太o陽能翻: Sedg+18%Enph+11%;憂關稅滯;理事拋媚眼川皇;以暫停股續漲軍工股跌金油跌Uso-4%Gld-1.6% Hwa-4%LmtRtxRhm-3% 游資氾濫,群魔亂舞: Airo-10%Crcl-15%; 黃主教:Nvts+13% Kolo+10%Rgti+7%;25.黃主教股東會佈道;7/8:檢驗關稅;Q2財報匯損;17.台積財報設備材料先衝; 韓3%台店2.2%台2.1%日1.1%;金龍3.3%港2.1%國企1.9%深1.8%滬1.2%; Eem2.6%Nq1.4%Rut+1.3%Dji1.2%Spi1.1%Tnx4.293;TG:Tsm+5%Avgo+4%Nvda+3%Amzn+2%Tsla-2%;Sox3.8%ArmMuAmat+5%AsmlLrcxKlacSyna+4%;NxpiStm+4%; AI.chain-h.w.:Cls+6%SmciVrt+5%AaoiAnetLite+3%;S.w.:AppSnowOrcl+4%Soun+3%;Np:CcjEnr+4% Btc$106k;Md:Hwa-4%Rhm-3%;Qc;Dc:Ccl+7%Aal+4%;Mrna+4%;Cm:CopXom-3%Fcx+3% -- 6/23.JL世股摘前瞻:半年報作帳衝刺結帳;憂關稅滯;24央爸國會聽證;川皇宣佈以伊暫停戰股幣漲恐指金油跌Uso-8%;馬主教久等自駕車上路:Tsla+8%;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Airo+21%Crcl+10%; 黃主教:Nvts-6% Crwv-5%Kolo-7% Rut+1.1%Spi1%NqDji0.9%Eem0.8%Tnx4.2;Btc$105k+4%Gld0.3%;Md:Rklb+9%;Qc:Qubt-7% AI.chain-h.w.:Smci-10%Aaoi-4%Anet+7%;S.w.:AppCrwd+3%;Np:Ceg+3% TG:MetaMsft+2%;Sox0.6%Mrvl-4%Asml+3%;Ifnny+3%;XomCop-3%;Aal+3% 日台店-0.1%韓-0.2 %台-1.4%;深1%金龍0.9%國企0.8%港0.7%滬0.7% ---- 6/21.美攻擊伊朗核設施,比特幣跌落十萬美元 6/20.JL世股摘前瞻:憂關稅滯;以伊戰續;韓股補漲創高;半年報作帳結帳;24央爸國會聽證;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Crcl+20%Airo-15%; 黃主教:Crwz+8%Kolo-7% AI.chain-h.w.:Aaoi+18%Anet-4%;S.w.:App-6%;Np:Ihi-3%Ccj-2% TG:Goog-4%MetaTsm-2%;Sox-0.8%KlacLrcxMrvlAmatIntc-2% Btc$103kGld0Djt-4%;Md:Umac-9%Rklb+8%;Qc;Cm:Fcx-2%;Alb-5% Uso1%Dji0.1%RutNqSpi-0.2%Eem-0.6%Tnx4.375;韓1.5%台0.2%日-0.2%台店-0.9%;國企1.4%港1.3% 金龍-0.6%深-0.5%滬-0.1% --- 6/21.美攻擊伊朗核設施,比特幣跌落十萬美元 6/20.JL世股摘前瞻:憂關稅滯;以伊戰續;群魔亂舞續,韓股補漲創高;半年報作帳結帳;24央爸國會聽證;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Crcl+20%Airo-15%; 黃主教:Crwz+8%Kolo-7% AI.chain-h.w.:Aaoi+18%Anet-4%;S.w.:App-6%;Np:Ihi-3%Ccj-2% TG:Goog-4%MetaTsm-2%;Sox-0.8%KlacLrcxMrvlAmatIntc-2% Btc$103kGld0Djt-4%;Md:Umac-9%Rklb+8%;Qc;Cm:Fcx-2%;Alb-5% Uso1%Dji0.1%RutNqSpi-0.2%Eem-0.6%Tnx4.375;韓1.5%台0.2%日-0.2%台店-0.9%;國企1.4%港1.3% 金龍-0.6%深-0.5%滬-0.1%;,29.美央爸會 ----- 6/19.JL世股摘前瞻;憂關稅滯脹;以伊戰續俄中無力,美思介入油跌,普澤或會;美股休市;川皇續霸凌鮑爾,美股危?SpaceX再炸 台-1.6%台店-1.4% 日-1%韓0.2%;國企 -2.1%港-2%深-1.5%滬-0.8% ---- 6/18.JL世股摘前瞻; 憂關稅滯脹,川普再霸凌央爸,如預期不降息股轉弱;群魔亂舞,參院過穩定幣法案Crcl+34%; AI.chain-h.w.:Aaoi+18%ClsSmci+3%VrtLite+2%;S.w.:App-4%;TG:Tsla+2%;Sox0.5%Mrvl+7%Intc+3% Btc$105kGld-0.5%Hood+5%;Md:Umac-4%Rklm+5%Lmt-2%;Qc;Fi:Wfc+3%MsBacGs+2%;Wolf-30% Rut0.5%Nq0.1%SpiEem0Dji-0.1%Tnx4.397;日0.9%台韓0.7%台店0.3%;國企 -1.2%港-1.1%金龍-0.8%深滬0 --- 6/17.JL世股摘前瞻:以伊局轉惡股幣跌油噴Uso+4.7%,木頭姐出清穩幣Circle;新法太陽能股崩 Sedg-33%Enph-24%;憂關稅滯脹;18央爸會降息緩;羣魔亂舞,黃主教 Crwv+8%Nvts-5% TG:Tsla-4%;Sox-0.8%Gfs-3%;Evb:StmIfnny-3% AI.chain-h.w.:Cls+3%Anet-6%;S.w.:Adbe-5%Soun-4%App-3%;Np:Oklo-4% Eem-1.3%Rut-1%Nq-0.9%Spi-0.8%Dji-0.7%Tnx4.393;台0.7%日0.6%韓0.1%台店0;金龍-1.8%國企-0.4%港-0.3深-0.1%滬0 Btc$105kGld0.1%Ibit-4%;Md:Umac-8%Lunr-6%Lmt+3%;Qc:Qubt-7%Rgti-6%;Dc:Dal-4%AalNke-3% ---- 6/16.JL世股摘前瞻:憂關稅滯脹;18央爸會;伊向示對話,股回羣魔舞油金回Uso-2%Gld-1.4%;Crcl+17%Umac+27%,黃主教Crwv+8%Qubt+20% TG:Meta+3%NvdaTsmAmzn+2%;Sox3%Amd+9%ArmMrvl+5%MuLrcxSyns+4%AmatSynaKlac+3%;On+6%Nxpi+3% AI.chain-h.w.:Aaoi+10%SmciVrt+5%LiteDell+4%Anet+3%;S.w.:Soun+7%PltrAiAdbe+3%;Np:Enr+5%IhiCegCcj+4%;Nq1.5%Eem1.2%Rut1.1%Spi0.9%Dji0.8%Tnx4.452;韓1.8%日1.3%台店0台-0.1%;金龍2.1%國企0.9%港0.7%深0.6%滬0.4% Btc$107kHood+6%Gme+5%;Md:Lmt-4%;Qc:Qbts+5%Rgti+7%;Dc:Ccl+6%DalAal+5%;Cm:X+5%Fcx+2%;Fi:GsJpm+2% ------ 6/13.JL世股摘前瞻:以伊朗戰股跌金幣軍工油漲Uso+5%;羣魔亂舞歇,菸屁股行情後,股市轉殺: 黃主教點石轉跌NvtsRgti-6%Qubt-5%;Crcl+25%;財報Orcl+8%;憂關稅滯脹;14川閱兵;18央爸會降息緩;TG:Tsla +2%Avgo-3%NvdaTsmMeta-2%;Sox-2.6%MrvlSyna-4%AsmlIntcGfsQcom-3%;On-4%Nxpi-3% AI.chain-h.w.:Aaoi-9%SmciClsLiteAnet-4%VrtDellHpq-3%;S.w.:Adbe-5%AppSoun-4%;Rut-1.9%Dji-1.8%Eem-1.6%Nq-1.3%Spi-1.1%Tnx4.424;台店-1.5%台-1%韓日-0.9%;金龍-1.8%深-1.3% 國企-0.9%滬0.8%港-0.6% Btc$105kGld1.1%;Md:Lmt+4%RtxRhmUmac+3%LunrRklb-4%;Qc;Dc:AalCcl-5%DalNkeTgt-4%;Cm:Aa-3%;Fi:WfxGsMs-2%; ---- 6/12.JL世股摘前瞻:羣魔亂舞:穩定幣炒段落大跌:Gme-22%Crcl-9%Btc$103k-5%;黃主教點石加量子Qubt-8%;財報Orcl+13%;憂關稅滯脹;14川閱兵;18央爸會降息緩;掉機波音-5%;TG:Tsla-2%Nvda+2%AvgoMsftTsm+1%; Sox0.3%Mrvl+2%Amd-2% Gld0.5%;Md:Umac+3Rklb-4%;Qc:Quts-4%;Dc;AI.chain-h.w.:AaoiLiteVrt+4%;S.w.:App-3%;Np:Mhi+5%Vst+4%CegIhi+3% Spi0.4%Uso0.3%NqDjiEem+0.2%Rut-0.4%Tnx4.357;台店1.4%韓1.2%台1%日-0.7%;國企-1.5%港-1.4%深-0.8%金龍-0.4%滬0Byd-5% --- 6/11.JL世股摘前瞻: 中東緊張油噴Uso+4.5%;羣魔亂舞:黃主教點石金轉加炒量子:Qubt+25 %Rgti+11%Crwv-3%,核能Oklo+29%;穩幣Crcl+9%;憂關稅滯脹,CPI緩川皇續嘴央爸,18央爸會降息緩;12.RoboTaxi馬嘴軟;狗熊翻倒Intc-6%;14川閱兵 TG:Avgo+3%Amzn-2%;Sox-0.2%Swks-4%;On-4% Btc$109k,Gld0.5%,Gme-5%;Md:Umac-11%Lmt-4%;Qc:;Dc:Aal-7%Dal-5%Ccl-3%;Cm:Fcx-3% AI.chain-h.w.:Cls-5%Amsc-14%;S.w.:Pltr+3%Ai-4%;Np:Ccj+4%Ihi-5%Mhi-4% Nq-0.5%Rut-0.4%Spi-0.3%Dji0Eem0.4%Tnx4.432;台店1.4%韓1.2%台1%日0.6%;國企1.1%港0.8%深0.7%滬0.5%金龍0.1% ----- 6/10.JL世股摘前瞻: 幣漲穩定幣回Crcl-8% 12.RoboTaxi:Tsla +6%;期待中美談判衝晶片股,台積除息預支半年報作帳,群魔亂舞,狗熊翻Intc+8%; 憂關稅滯脹18央爸會;14川閱兵;黃主教點石 金:Nvts+20%Crwv-4%; TG:Tsm+3%;Sox+2.1%MuSynaGfsKlacLrcx+3%;Wolf+4%OmStm+3% Btc$110k,Gld0;Md: Rklb-8%Rhm-6%Lunr-5%Umac-3%韓華太+6% ;Qc:Qubt+6%Qbts-6%;Dc:Tgt+5%Dis+4%Nke+3%;Cm:Cop+4%Cvx+3% AI.chain-h.w.:AnetAaoiVrt-3%;S.w.:;Nrg-4%Np:Ccj-5%Enr-4%CegVst-3% RutNqSpiEem0.6%Dji0.3%Uso-0.6%Tnx4.474;台2.1%台店1.3%韓0.6%日0.3%;深-0.8%滬-0.4%金龍-0.3%國企-0.2%港-0.1% ---- 6/9.JL世股摘前瞻:群魔亂舞,幣衝高;憂關稅滯脹未降息;中美再談,川皇傳放寬晶片對中出口,晶片股衝:金龍2.1%國企1.7%港1.6%深0.9%滬0.4%;12.RoboTaxi:Tsla+5%;14川閱兵;俄烏戰無人機: Umac+24%;黃主教點石成金:Nvts+18%Crwv+16%;Sox+1.9%Amd+5%ArmQcom+4%SynaKlac+3%AsmlLrcxSwks+2%;WolfOnStmTxn+4%;TG:AmznGoog+2%WWDC:蘋果-1% Btc$110k,Gld0.5%Mstr+5%;Md:;Qc:Qubt+5%;AI.chain-h.w.:Smci+4%Vrt-3%;S.w.:App-8%Pltr+3%;Np:Ccj+11%Enr-3% UsoEem0.9%Rut0.6%Nq0.3%Spi0.1%Dji0Tnx4.482;韓1.6%日0.9%台店0台0.6%台店0.3% ----- 6/6.JL世股摘前瞻:;川馬略緩Tsla+4%股漲債價跌 Tnx4.51%;憂關稅滯 9:WWDC;中美再談;12.TslaRoboTaxi;14川閱兵;Nv:Nvts+2%Crwv+4% AI.chain-h.w.:Aaoi+4%Vrt+3%;S.w.:PltrSoun+7%;Np:Mhi+4%Ceg+3% TG:Avgo-5%GoogAmzn+3%MetaAapl+2%;Sox+0.5%MuKlac+2%;Wolf-7% Uso2.1%Rut1.7%Nq1.2%Dji1.1%Spi1%Eem0.3%;韓1.5%日0.5%台店0 台-0.1%;國企-0.6% 港-0.5%深金龍-0.1%滬0; Btc$104k,Gld-1.3%Djt+4%Hood+3%;Md:Hwa+7%Rhm-5%Umac+14%Rklb+9Lunr+8;Qc:Qubt+16%Qbts+13%;Dc:Aal+5%DalTgt+4%;Cm:XomCvx+2% ---- 6/5.JL世股摘前瞻:憂關稅滯;川馬決裂Tsla-14%幣金跌;繼川普通電廢,川習通電未如預期;9:WWDC;12.TslaRoboTaxi,Amd;Nv:Nvts-11%Crwv-17% AI.chain-h.w.:Smci-8%Aaoi-5%;S.w.:Pltr-8%Soun-7%Ai-4%;Np:Ihi-5%Ceg-3% TG;Sox-0.5%Amd-2%Mu+3%;Wolf-8% Uso0.9%Eem0.5%Nq-0.8%Spi-0.5%Dji-0.3%Rut-0.1%Tnx4.394;韓2.7%台2.3%台店1.7%日0.8%;國企1.3%港1.1%深0.6%金龍0.5%滬0.2%; Btc$101k-3%,Gld-0.5%Djt-8%;Md:Hwa+7%Rhm+3%Umac-11%;Qc:RgtiQbtsQubt-8%;Dc:Cost-4% ---- 6/4.JL世股摘前瞻:憂關稅滯;Taco交易續,馬反川減稅,ADP就業糟,川再炮鮑降息;9:WWDC;12.TslaRoboTaxi,Amd; Nv:Nvts+14%Crwv+8% AI.chain-h.w.:Lite+4%;S.w.:App+5%Crwd-6%;Np:Ihi+4%Ceg-4% TG:Meta+3%Tsm+2%Tsla-4%;Sox+1.4%Mrvl+6%;Evb:Wolf+16%Stm+11%OnNxpi+6%AlbTlc+5% Eem1.2%Nq0.3%Spi0DjiRut-0.2%Uso-0.8%Tnx4.365;韓2.7%台2.3%台店1.7%日0.8%;金龍2%深0.9%國企0.7%港0.6%; Btc$105k,Gld0.6%Md:Umac+11%;Qc:Qubt+5% --- 6/3.JL世股摘前瞻:Taco交易輝達返市值冠領漲費半,憂關稅滯;9:WWDC;12.TslaRoboTaxi,Amd; Nv:Crwv+23%Nvts+8% AI.chain-h.w.:Aaoi+8%AnetSmci+5%DellCls+4%;S.w.:Ai+3%;Np:Ihi+6%Vst+5%PwrCcj+3% TG:AvgoNvda+3%Avgo+2%;Sox+2.7%Syna+5%Mu+4%IntcGfsAmatSwks+3%;Ebv:Wolf+16%On+11%Nxpi+3% Rut1.6%Nq0.8%Spi0.6%DjiUso0.5%Eem0.2%Tnx4.468;台0.6%台店0.2%韓0.1%日-0.1%;國企1.9%港1.5%金龍0.6%深0.5%滬0.4%Byd+4%; Btc$105k,Gld-0.9%;Hood+6%Mstr+4%Md:Umac+19%;Qc:Qubt+5% --- 6/2.JL世股摘前瞻:油價反彈Uso+3.6%金價大漲美債率升,憂關稅滯;9:Wwdc;12.TslaRoboTaxi,Amd; 黃主教:NvtsCrwv+8 %AI.chain-h.w.:Lite+5%Anet+4%Smci+3%Dell-3%;S.w.:Ai-6%;Np:Vst+4% TG:Meta+4%Avgo+3%Nvda+2%;Sox+1.6%MuAmd+4%;NqEem0.7%Spi0.4%Rut0.2%Dji0.1%Tnx4.462;台店-2.3%台-1.6%日-1.3%韓0.1%;國企港-0.6%深-0.9%滬-0.5%金龍0.5%; Btc$106k,Gld2.7%; Md:Rhm-4%,Umac+11%Lunr-4%;Qc:Quts+5%Qubt+4%;GmF-4%Fcx+4%; ----- 5/30.JL世股摘前瞻: ,憂關稅滯;9:Wwdc;川皇關稅司法禁再緩中日韓股反大跌,幣大拜拜後反大跌: 金龍-2.7%國企-1.5%港恆-1.2%深-1.1%滬-0.5%;日-1.2%韓-0.8%;拜黃主教:Nvts-5%Crwv+5% AI.chain-h.w.:Aaoi-9%Lite-4%Smci-3;S.w.:Pltr+8%Panw+4%SounAi-4% TG:TslaNvda-3%Tsm-2%;Sox-2.1%Mrvl-6%Lrcx-4%IntcArmGfs-3%MuAmdQcom-2%;Eem-1.2%Rut-0.4%Nq-0.3%Uso-0.1%Spi0Dji0.1%Tnx4.416; 幣大拜拜後大回跌Btc$104k,Gld0.7%; Md:HwA,Lunr-5% ;Qc:Qubt-9%Rgti-8%Ionq-7%;Wolf-11%;Cost+3% ---- 5/29.JL世股摘前瞻: 川鮑會壓央爸不退,憂關稅滯;馬主教批川股價已先慶,Taco譏川皇,幣大拜川募資炒?黃拜主教: Nvts-13%Crwv-9% 川皇關稅被判違法,日韓中股大漲:韓日1.9%港恒國企深1.4%滬0.7%台店0.6%台-0.1%金龍-1.5%財報: Ai+20%Nvda+3%Hpq-8%Bby-7%Crm-3% AI.chain-h.w.:Anet-7%Aaoi-4%;S.w.:Soun-4%;Np:;TG:;Sox0.5%Arm-5%;Evb;NqSpiEem0.4%RutDji0.3%Uso-1%Tnx4.424; 傳川皇募資炒幣Btc$106k,Gld0.7%Gme-5%;Md:Rklb-5%;Qc:Ionq-9%QbtsRgti-7%;Ba+3% --- 5/28.JL世股摘前瞻:川關稅被判違法限期停川反訴;憂關稅滯;財報Aht:Nvda +5%;29Mrvl30Dell,9:Wwdc;12Amd; AI.chain-h.w.:Crwv-6%NvtsAaoi-5%Hpq-4%;S.w.:Ai-4%;Np:;TG:;Sox-0.6%Syna-3%;Rut-1.1%SpiDj- 0.6%NqEem-0.5%Uso1%Tnx4.477;韓1.3%台0.1%日0台店-0.2%;港恒金龍 -0.5%國企深-0.3滬0 傳川皇募資炒幣Btc$107k,Gld-0.2%Gme-11%Djt-7%;Md:Lunr-3%Evb:Wolf-7%Pfm+14% ---- 5/27.JL世股摘前瞻:川延歐關稅至7/9股彈金跌,憂關稅滯;黃主教飆股Nvts+47%,Crwv+21%; 財報:28Nvda29CrmMrvl30Dell, 6/9:Wwdc;12Amd;14川閱兵AI.chain-h.w.:Nvts+47%Crwv+21%Ter+6%Vrt+5%SmciAaoi+4%;S.w.:Soun+14%App+8%Ai+5%OrclCrwd+4%;Np:CegVst+4%EnrMhi+3%;TG:Tsla+7%NvdaTsmAvgoAaplAmznGoog+3%MetaMsft+2%;Sox+3.4%MrvlArm+5%KlacSwksAmdLrcx+4%MuAmat+3%;Evb:On+5%StmTxnIfnnyNxpi+4%;NqRut2.5%Spi2.1%Dji1.8%Eem-0.3%Uso-1%Tnx4.434;日0.5%韓-0.3%台店-0.6%台-0.9%;國企港恒0.4%金龍滬深-0.3% 傳川皇募資炒幣Btc$109k,Gld-1.7%Djt-10%Hood+5%;Md:Rklb+13%Lunr+11%;Qc:Qbts-7%;Dc:Ccl+6%Nke+5% Aal+4%BbyTgt+3%;Fi:Gs+3% --- 5/26.JL世股摘前瞻: 川皇延歐關稅至7/9,股幣回彈美元金跌,新台幣二年新高,川皇將募資炒幣;憂關稅滯;Fr:28Nvda 29CrmMrvl30DellCost6/9:Wwdc;12Amd 韓2%日1%台台店-0.5%;國企-1.7%港恒-1.4%滬-0.1%深0.2%金龍 ---- 5/23.JL世股摘前瞻: 川皇網開一面:美鋼+21%;喊核電股小飆噴Ccj+11%;;再關稅脅歐盟股回與逼蘋果:Aapl-3%;川幣廟會立法高潮後回;憂關稅滯;Fr:28Nvda29CrmMrvl30DellCost6/9:Wwdc;12Amd 川幣廟會與立法完幣回Btc$108k,Gld+2.2%Mstr-8%Djt+5%;Md;Qubt+10% AI.chain-h.w.:Smci-3%;S.w.:Crm-4%Crwd+3%;Np:Mhi+5%VstCeg+2%Sedg+12%;Evb:Wolf-15%Stm-3%Ifnny-4%;TG:Aapl-3%Tsm-2%;Sox-1.5%Syna-3%IntcMrvlLrcx-2%;Nq-1%Spi-0.7%Dji-0.6%Rut-0.3%Eem0.4%Uso1.3%Tnx4.509;日0.5%台台店韓-0.1%國企0.3%港恒0.2%金龍-0.1%深滬-0.9% ---- 5/21.JL世股摘前瞻:減稅增財政赤美股債滙俱跌Tnx4.596,川皇穩定幣立法衝幣,谷歌開發者大會Goog+3%;憂關稅滯脹AI.chain-h.w.:Aaoi-10%AnetVrtSmci-3%;S.w.:Panw-7%Ai-6%Soun-5%Pltr-4%Panw-5%;Np:VstNrg-3%;Evb:Wolf-69%Alb-5%;TG:Tsla-3%AaplNvda-2%;Sox-1.8%SynaGfs-4%IntcSwks-3%MrvlMu-2%;Rut-2.8%Dji-1.9%SpiUso-1.6%Nq-1.4%Eem-0.3% 炒穩定幣Btc$110k, Gld+0.7%;Md:Lunr-6%RklbUmac-3%;Qc:QubtRgti-8%Qbts-7%;Dc:Tgt-5%CclNke-4%Dal-3%;Cm:Cop-3%;Fi:MsWfcBac-3%;Mrna-8%;Unh-6%; 台1.3%台店1.1%韓0.9%日-0.6%;國企0.8%港恒0.6%%深0.4%滬0.2% 金龍-0.7%Catl+4%; ---- 5/20.JL世股摘前瞻:台北電腦展行情失靈-展前川皇中東已先預支,續飆小飆量子;憂關稅滯脹續逃躲幣金 AI.chain-h.w.:Smci-5%;S.w.:Soun-3%App-2%;Np:;Evb:Wolf-10%;TG:;Sox-0.1%Mrvl-2%;Uso0.2%Rut0.1%Eem-0.1%Dji-0.3%NqSpi-0.4%.Tnx4.481 續逃躲Btc$107k, Gld+1.9%;Md:Umac-8%;Qc:Qbts+26%;Dc;Cm;Unh+8%台店0.3%台0.1%日0.1%韓-0.1%;國企港恒1.5%深0.8%滬0.4%%金龍-0.7% ---- 5/19.JL世股摘前瞻:穆迪降評美國債評;黃主教19佈道電腦展行情失靈-因展前川皇中東佈道已先預支,續飆小飆量子;憂關稅滯脹續 AI.chain-h.w.:Smci-3%;S.w.:Soun-8%Ai-4%Pltr-2%;Np:Enr+4%Mhi+3%;Evb:Wolf-11%;TG:Tsla-2%;Sox-0.5%Arm-3%AmdSyna-2%;Gld1.3%Uso0.6%Dji0.3%Spi0.1%Eem0.2%Nq0%Rut-0.4%Tnx4.475 川皇Btc$105k Hood+4%Mstr+3% Md;Qc:Qubt-8%Qbts+7%;Dc;Cm;Unh+8%台店-1.7%台-1.5%韓-0.9%日-0.7%;;深0.3%滬0國企港恒-0.1%金龍-0.2% ---- 5/16.JL世股摘前瞻:電腦展黃主教19佈道;憂關稅滯脹;財報:Qubt+39% Qbts+11%Amat-5%;AI.chain-h.w.:Smci+5%Dell+33;S.w.:AiAdbe+3%;Np:VstNrg+3%Sedg+6%;Evb:Lges-5%Byd+3% TG:Tsla+2%;Sox-0.2%Mu+3%ArmAmd+Mrvl-2%;Gld1.6%Rut0.9%DjiUso0.8%Spi0.7%Nq0.5%Eem-0.1%Gld-1.2%Uso-1.7%Tnx4.441;金龍0.5%深0.2%國企港-0.5%滬-0.4% 川皇Btc$103k Md:Lunr+4%;Qc:;Dc;台0.5%台店0.3%韓0.2%日0; ---- 5/15.JL世股摘前瞻:台積技術論壇,川皇中東佈道效減,黃主教19佈道電腦展;關稅未反應物價仍軟,十年國債率衝4.5%,憂關稅滯脹續;財報:Csco+5% AI.chain-h.w.:Vrt-4%;S.w.:Soun-6%AppPltr-3%;Np:Sedg+16%Enr+3%Ccj-3% TG:AmznMeta-2%;Sox-0.6%Amd-2%;Gld1.6%Dji0.7%Rut0.5%Spi0.4%Eem0Nq-0.2%Uso-1.7%Tnx4.455;金龍-2.4%深-1.4%國企-1%港恒-0.8%滬-0.7%;川皇Btc$104kMstr-5%Dtj-4%Md:Rhm+6%Rklb+5%LmtRtx+4%;Qc;Dc;Cm;日-1%韓-0.7%台店-0.6%台-0.2% ---- 5/14.JL世股摘前瞻:受惠中東定單Smci+16%黃主教14訪台19佈道20電腦展,英代爾陳主教等插花;疑關稅滯脹續;財報:Rgti +18%Intc-5% AI.chain-h.w.:Lite+5%Vrt+4%ClsDell+3%Aaoi-6%;S.w.:Soun+4%;Np:Ihi+3%;Evb:Tm-4%Byd+5% TG:NvdaTslaGoog+4%Meta+3%;Sox0.6%ArmAmd+5%;%Eem0.8%%Nq0.7%Spi0.1%Dji-0.2%Rut-0.9%Uso-1.2%Gld-2.1%%Tnx4.528;國企2.5%港恒2.3%滬0.9%深0.5%金龍-0.1%美團-5%小米中芯4%;台2.1%台店1.4%韓1.2%日-0.1% 川皇Btc$103k Md:Rklb+11%Lunr+9%;Qc;Dc:Dal-5%AalTol-4%;LlyPfe-4%Cm;Fi:;6/9:Wwdc;12Amd,14川閱兵;18Fed --- 5/13.JL世股摘前瞻:13川黃主教中東佈道鬆AI晶片大建雲沙特大禮包:輝達領AI鏈續噴,馬主教星鏈入沙特,期自駕准入,人型機器人跳舞,黃主教14訪台19佈道20電腦展,英代爾陳主教等插花;川習關稅港股轉大跌;物價緩未反應關稅川續嘴鮑爾降息喊炒股;疑關稅滯脹續;川皇打醫療再崩Unh-18%;財報:Lunr +22%Rgti-15% AI.chain-h.w.:Smci+16%Aaoi+11%Cls+10%Anet+5%DellVrtLite+4%Fit-8%;S.w.:Pltr+8%App+6;Np:Vst+6%Nrg+4%;Evb:Wolf+7%StmOnNxpi+3% TG:Nvda+6%TslaAvgo+5%Tsm+4%Meta+3%;Sox3.2%Klac+6%Mu+5%AmdLrcx+4%Amat+3%;Uso2.9%Nq1.6%Spi0.7%Rut0.5%Gld0.4%Eem0.2%Dji-0.6%Tnx4.499;國企-2%港恒-1.9%深-0.2%金龍-0.1%滬0.2%美團-5%小米中芯-4%;日1.4%台1%台店0.9%韓0川皇Btc$104k Hood+9%Mstr+4% Md;Qc;Dc:Aal+5%Dal+4%CclCatNflx+3%;Cm;Fi:BacGsMs+2% ---- 5/12.JL世股摘前瞻:川習暫大降關稅AI鏈晶片鏈領噴債金崩比特幣跌;黃主教12訪台19佈道20電腦展,英代爾陳主教等插花;疑關稅滯脹續;財報:Nrg+26% TG:MetaAmzn+8%Tsla+7%TsmAaplAvgo+6%Nvda+5%;Sox7%SynaLrcx+9%KlacMrvlArmAmat+8%MuGfsSwks+7%AmdAsmlQcom+5%;AI硬:Aaoi+24%Fit+15%Lite+11%ClsDell+8%HpqVrtAnet+7%Smci+5%軟:Soun+23%App+6%OrclCrmCrwd+5%;Np:Vst+8%;Evb:OnTxn+9%Nxpi+8%Byd+7%Stm+5% Nq4.4%Rut3.4%Spi3.3%Uso2.6%Dji2.8%Eem2.2%Uso1.5%Gld-2.8%Tnx4.457;金龍5.4%國企港恒3%深1.7%滬0.8%聯想+10%阿里+6%;韓1.2%台店1.1%台1%日0.4% 川皇Btc$102k Md:Rhm-6%Rklb+4%;Qc:Rgti+9%Qubt+6%;Dc:Ccl+10%Nke+7%DalBby+6%AalCatTgtTol+5%Dis+4%;Cm:AaIp+8%Cop+4%Fcx+3%;Fi:GsMsBac+4%WfcJpm+3% --- 5/9.JL世股摘前瞻:憧憬川習談關稅;關稅滯脹;財報: Wolf-26%Rklb-11%Soun-8%;英代爾會,黃主教12訪台,19佈道20電腦展; TG:Tsla+5%;Sox0.8%Mrvl+4%;Uso1.1%Dji-0.3%NqRut-0.2%Spi-0.1%Gld1.3%Eem0.6%Tnx4.369;AI-chain:Hw:Cls-3%;AI.Sw:App-3%Crwd-4%;Np:Mhi-6%;Vst-4%Ccj+3%;Evb:Txn+4%StmOn+3% 川魔Btc$103k Md;Qc:Quts+6%;Dc;Cm;金龍深1%國企0.7%港恒0.4%滬0.3%中芯-5%;台店1.4%韓0.6%日0.4%韓0.2%台0;6/9:Wwdc;12Amd,14川皇閱兵;18Fed ----- 5/8.JL世股摘前瞻:川皇喊買股與中瑞士談關稅,嘴鮑爾不降息,與英達關稅協議,富翁稅39.6%補赤;英降0.25%至4.25%防關稅戰跟進中降準降息,比特幣噴;憂關稅滯脹;財報量子群魔亂舞: Quts+51%Sedg+24%App+15%Arm-6%;15.晶片大限撤?英代爾會,黃主教12訪台,19佈道20電腦展; 川魔Btc$103.1k Hood+8%Mstr+6% Md:UmacLunr+5%; Qc:Qubt+19%Rgti+11%;Dc:Dal+7%Aal+4%CclBa+3%;Cm:Aa+5%;Gs+3% TG:Tsla+3%GoogAmzn+2%;Sox+1%IntcMuSyna+3%;Uso3.3%Rut1.9%Nq1.1%DjiSpi0.6%Gld-2%Eem-0.1%Tnx4.373;金龍深1%國企0.7%港恒0.4%滬0.3%;台店1.4%韓0.6%日0.4%韓0.2%台0; AI-chain:Hw:Aaoi+6%Fujikura+4%;AI.Sw:Pltr+8%Soun+6%Ai+5%;Np:Ihi+8%Enr+3%;Evb:Wolf+8%Gm+4%;Lly-3% --- 5/7.JL世股摘前瞻:迫Fed-Put敗不降息;中央爸降準降息與美關稅瑞士談判,巴西加息50bp;川皇擬將撤拜登限准AI晶片輸中東輝達領漲;憂關稅滯脹;蘋果整合AI:Goog-8%; Fr:Dis+11%Anet-5%,Aht:Arm-12%App+13%,Del:Mrvl-8%;電腦展新AI Pc Qcom+3%;撤15.AI擴散?英代爾會,黃主教12訪台,19佈道20電腦展; TG:Nvda+3%AvgoAmznMeta+2%Tsm+1%;Sox+1.7%AsmlLrcxMu+3%;Dji0.7%Spi0.4%NqRut0.3%Uso-1.7%Gld-1.5%Eem-1.2%Tnx4.276;深0.8%滬0.2%港恒0.1%國企-0.2%金龍-2.3%;韓0.6%台股0.1%日-0.5%台店-0.8%; AI-chain:Hw:Lite+3%Vrt+2%;AI.Sw:Crwd-4%;Np:Ccj+3%Vst-4% 川魔題材Btc$97k; Md:韓華航太+9%; Qc:RgtiQuts-5%;Dc:NkeBby+3%;Cm;Evb:IfnnyCatl+3% --- 5/6.JL世股摘前瞻:油價回彈Uso+3.6%;7Fomc,迫Fed-Put;憂關稅滯脹;欲課關稅藥品Lily-6%;財報: Ceg+12%,Pltr-12%;15.AI擴散?英代爾會,黃主教12訪台,19佈道20電腦展; TG:TsmMetaTsla-2%;Sox-1.2%Gfs-3%AmdKlacIntc-2%;Gld2.8%Rut-1.1%NqDji-1%Nq-0.9%Spi-0.8%Eem-0.4%Tnx4.308;深2.3%滬1.1%金龍0.4%;台店0.9%台股-0.1%; AI-chain:Hw:Aaoi-5%Vrt-3%;AI.Sw;Soun-3%;Np:Ccj+4%Vst+3%;Mrna-12% 川魔題材Btc$97.3k ;Md;Qc:Qubt-3%;Dc ----- 5/5.JL世股摘前瞻:台幣急補升壽險對沖;Fed-Put,7Fomc,加澳大選出,韓日?憂關稅滯脹;財報:預: Umac-27%Aht:Pltr-9%;英代爾會,黃主教12訪台,19佈道20電腦展; TG:Tsla-2%Aapl-3%;Sox-0.8%Arm-2%;Eem0.9%Uso-2.6%Rut-0.8%Nq-0.7%Spi-0.6%Dji-0.2%Eem0.8%Gld3%Tnx4.343;AI-chain:Hw:Smci-5%Aaoi-3%;AI.Sw;Np;台股-1.2%台店-2%;金龍0% 川魔題材Btc$94.5k ;Md:Lunr-3%;Qc:Rgti-9%QubtQbts-8%;Dc:Dal+3%Tgt-3%;Cm:Cop-4%Xom-3%;Evb:Wolf-9%On-8%Alb-4% ---- 5/2.JL世股摘前瞻:中釋關稅戰緩;川主教百日佈道會逼CEO-Put後,續逼7Fomc,Fed-Put,加澳川普大選大敗,韓日?財報:Aapl-4%;英代爾會,黃主教12訪台,19佈道20電腦展,谷歌會; TG:MetaTsm+4%AvgoNvda+3%Tsla+2%;Sox3.5%Arm+7%SynaAmatMuLrcxAsml+4%Qcom+3%;Eem2.9%Rut2.3%NqSpi1.5%Dji1.4%Gld0.2%Uso-0.8%Tnx4.322; AI-chain:Hw:Cls+5%Anet+4%VrtLiteSmciDell+3%;AI.Sw:App+10%Pltr+7%SapOrcl+4%;Np:Enr+7%CcjCeg+3%;台股2.7%台店1.8%日1%%韓0.1%;金龍3.5%國企1.9%港恒1.4% 川魔題材Btc$96.6k Hood+4%Mstr+3%;Md:Lunr+8%Umac+5%Rklb+4Rhm+3%;Qc:Rgti+16%Qubt+14%;Dc:Dal+7%CclAal+5%NkeCat+3%;Cm:Aa+4%Fcx+3%;Evb:Wolf+24%On+6%Txn+4%StmByd+3% --- 5/1.JL世股摘前瞻:憂關稅滯脹;7,Fomc,期英代爾會, Fr:Msft+8%Meta +4%Qcom-9%Lly-12%;Aht:Aapl-4%,Amzn-5%;19黃主教佈道20電腦展,谷歌; TG:Tsm+4%Avgo+3%Nvda+2%;Sox0.4%Mrvl+4%Klac-4%;Nq1.5%SpiRut0.6%Dji0.2%Uso1.5%Eem0Gld-2.1%Tnx4.231;日1.1%;金龍0.2% AI-chain:Hw:Aaoi+15%Vrt+8%Anet+7%Cls+5%Lite+4%Smci+3%;AI.Sw:AppSnow+4%Orcl+3%;Np:Pwr+10%Ceg+8%Vst+6%HitachiNrg+5%; 川魔題材Btc$96.8k Hood-5%;Md:Umac+11%Lunr+5%Rhm+3%;Qc:Qubt+4%;Dc:CclNke-2%;Cm; ---- 4/30.JL世股摘前瞻:川秀CEO-Put救民調救市,憂關稅滯脹;四月歐美基金半年報結算;財報終於兩好: SmciSnap-12%App-7%;Aht:Qcom-5%Msft+8%Meta+4%5/1Aapl,Amzn; 7,Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; TG:Tsla-3%;Sox0.8%Arm+2%Swks+4%;Dji0.4%Eem0.3%Sp0.2%Nq-0.1%Rut-0.6%Gld-0.8%Uso-3.5%Tnx4.177; AI-chain:Hw:DellCls-2%;AI.Sw:App-7%Pltr+2%;Np:Hitachi-6%Enr-3%; 川魔題材Btc$94.8k ;Md:UmacLunr-5%Rklb-3%Rhm+3%;Qc:Qubt-2%;Dc:CclNke-2%;Cm:FcxAaCopXom-3%;Evb:GmSsdiPfm-4%Lges-7% 台店-1.1%韓-0.4%台股0日0.6%;深0.7%港恒0.5%國企0.1%滬-0.2%金龍- 1.5%;6/9:WWDC;12Amd,18Fomc ----- 4/29.JL世股摘前瞻:川再嘴央爸憂關稅滯脹;四月歐美基金半年報結算;財報: Nxpi-7%Aht:Smci-15%Snap-10%;30:Msft,Meta;5/1.Aapl,Amzn;7Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; ;TG:Tsla+2%;Sox-0.9%MuSyna-2%;Dji0.8%SpRutNq0.6%Eem0.3%Gld-1%Uso-2.8%Tnx4.173;台店1.4%台股1%韓0.7%;深港恒0.2%滬-0.1%國企-0.2%金龍-0.3%;Pfe+3% 川魔題材Btc$94.4k Mstr+3%;Md:Rhm+9%;Qc:Qbts-5%;Dc;Cm; AI-chain:Hw:Anet+3%Smci-3%;AI.Sw:SapPanw+3%Soun-3%;Np;Evb:Wolf-16%IfnnyOn-3% ----- 4/28.JL世股摘前瞻:川Put止回憂關稅滯脹;四月歐美基金半年報結算;財報: Aht:Nxpi-7%;30:Msft,Meta; 5/1.Aapl,Amzn;7Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; Wolf+26%;TG:Nvda-2%;Sox-0.4%;Gld1.4%Rut0.4%Dji0.3%Eem0.2%Sp0.1%Nq-0.1%Uso-1.8%Tnx4.216;台店1.2%台股0.8%日0.4%韓0.1%;港恒國企0滬-0.2%深-0.9%金龍0.7%;川魔題材Btc$95.1k ;Md;Qc;Dc;Cm; AI-chain:Hw:Aaoi+4%;AI.Sw:SapApp+3%;Np:CcjIhi+3%;6/9:WWDC;12Amd ,18Fomc ---- 4/25.JL世股摘前瞻川Put+4;EDT四月歐美基金半年報結算;Tsla+10%,比特幣獨强金回;美央爸淡降息;5/1.蘋果亞馬遜財報,7.美央爸會;憂關稅滯脹;財報:Intc-7%;TG: Nvda+4%Meta+3%;Sox1%MrvlMu+3%;Nq+1.3%Uso0.8%Sp0.7%Dji0.1%Rut0Eem-0.2%Gld-1.1%Tnx4.266;AI-chain:Hw:Vrt+4%Cls-3%;AI.Sw:Pltr+5%AppAiCrwd+3%;Np; 川魔題材Btc$95k Mstr+5%;Md:Umac-4%Rtx+3%;Qc:Qubt+3%;Dc;Cm:Aa-3%;Wolf+4%;台股台店2%日1.9%韓1%;港恒國企深0.3%滬 -0.1%金龍-0.4% --- 4/24.JL世股摘前瞻:鬆降息川Put+3;上海車展;EDT四月歐美基金半年報結算;憂關稅滯脹;財報:Ibm-6%,Txn+7% Aht:Intc-6%,谷歌+5%; 晶片股衝台積技術論壇 中鬆關稅Wolf+22% Sox5.6%MrvlArm+7%LrcxGfsSynaMu+6%KlacQcomAmdAmat+5%;Evb:OnIfnny+9%StmNxpi+7% TG:Avgo+6%TsmNvdaTsla+4%MsftAmzn+3%Aapl+2%;Nq+2.7%SpRut2%Gld1.5EemDji1.2%Uso0.6%Tnx4.305;AI-chain:Hw:Aaoi+10%Smci+9%Vrt+8%LiteAph+7%AnetDell+6%ClsFujikura+4%;AI.Sw:SnowAi+8%SounPltrCrwd+7%CrmApp+6%;Np:Ccj+5%VstCeg+4%; 川魔題材Btc$93.7k Hood+8%;Md:Umac+20%Rklb+8%Luner+7%;Qc:Qubt+9;Dc:Nflx+5%BbyCat+4%DisAalTgt+3%;Cm:Fcx+7%Aa+6%;Fi:GsMs+3%BacWfc+2%; --- 4/23.JL世股摘前瞻:川PUT+2:(憂關稅滯脹);23.Taipei AMPA台北汽機車零配件展;25上海車展; EDT四月歐美基金半年報結算,財報:Tsla +5%,Sap+8%;Nq+2.5%Sp1.7%Rut+1.5%Eem1.2%Dji1.1%Uso-1.9%Gld-2.4%Tnx4.387;台4.5%台店3.8%日1.9%韓1.6%;港恒+2.4%國企+2.1%深0.8%滬-0.1%金龍+2.9% AI-chain:Hw:Vrt+9%SmciAph+8%LiteCls+7%AaoiFujikuraDell+6%;AI.Sw:SounPltr+7%App+6%Crwd+7%SnowCrw+5%;Np:Vst+7%Pwr+8%MhiHitachi+5%CegCcj+4% TG:AmznAvgoMetaTsmNvda+4%AaplGoogMsft+2%;Sox+4%MrvlIntc+6%ArmAmdSynaLrcx+5%Gfs+5%MuAmat+4%; 川魔題材Btc$93.8k Hood+6%Djt+12%;Md:LunrRklb+10%Rtx+6%Umac+4%;Qc:Qbts+14%Qubt+7%;Dc:Ba+6%CclDal+3%;Cm:XFcxAa+4% Fi:Wfc+3%Jpm+2%;Evb:SsdiPfm+7%Lges+5%TxnStmNxpi+4%On+3% ---- 4/22.JL世股摘前瞻:川PUT再測成:比特幣領AI鏈大彈(憂關稅滯脹);EDT四月歐美基金半年報結算 財報:Tsla+5%(盤後+5%);NqRutDji2.7%Spi2.5%Eem1.5%Uso1.1%Gld-1.4%Tnx4.389;AI-chain:Hw:Aaoi+9%Vrt+6%Smci+4%ClsAphLiteLiteDell+3%;AI.Sw:Soun+9%PltrAppOrcl+4%AiCrw+3%;Np:VstNgr+6%Ceg+4% TG:Amzn+4%AaplMetaGoog+3%NvdaTsmMsftAvgo+2%;Sox+2.1%Mu+5%ArmIntc+4%MrvlSynaKlac+3%AmatAsml+2%; 川魔題材Btc$93.2k Mstr+8%Hood+6%Djt+5%;Md:Umac+6%Lunr+5%Rtx-10%;Qc:Ionq+6%;Dc:Tol+6%Nflx+5%Ccl+4%WhtMcd+3%;Cm:XAa+4%FcxXomCopCvx+3% Fi:MsGsBac+4%WfcJpmAig+3%;Evb:Stm+4%IfnnyAlb+3%;台-1.6%台店-1.2%日-0.2%韓-0.1%;港恒+0.8%國企+0.7%滬0.3%深-0.1%金龍+3.7%小米+6%美團-5% ---- 4/21.JL世股摘前瞻:川熊交易拋美資產:川噴鮑爾慢拍降息(憂關稅滯脹)股匯債三殺,躲金恐慌趕頂;EDT四月歐美基金半年報結算,財報:Unh-6% Tsla-6%;Nq-2.6%Dji-2.5%Spi-2.4%Rut-2.1%Uso-1.2%Eem0Gld3.1%Tnx4.41;台店-2.8%台-1.5%日-1.3%韓0.2%;深1.3%滬0.5%金龍-0.46 TG:Nvda-5%AvgoMetaTsmAmzn-3%AaplMsftGoog-2%;Sox-2.1%Mrvl-5%Arm-4%Mu-3%KlacAmdAsmlLrcx-2%;AI-chain:Hw:Vrt-8%AaoiSmci-6%Anet-5%ClsLite-4%Dell-3%;AI.Sw:OrclPanw-5%AppSnowSounCrm-4%Crwd-3%;Np:Vst-8%Ceg-7%Nrg-5%Ccj-4%Enr+11% 川魔題材Btc$87.1k Hood-3%;Md:Lunr-Rklb-6%Umac-5%;Qc:Qubt-8%Ionq-7%;Dc:CclAalCost-4%DalCat-3%;Cm:X-6%Cvx-3%;Fi:Ms-3%;Evb:TxnIfnnyF-2% ---- 4/22.JL世股摘前瞻:川普PUT再測成功:比特幣領AI鏈大彈(憂關稅滯脹);EDT四月歐美基金半年報結算 財報:Tsla+5%(盤後+5%);NqRutDji2.7%Spi2.5%Eem1.5%Uso1.1%Gld-1.4%Tnx4.389;AI-chain:Hw:Aaoi+9%Vrt+6%Smci+4%ClsAphLiteLiteDell+3%;AI.Sw:Soun+9%PltrAppOrcl+4%AiCrw+3%;Np:VstNgr+6%Ceg+4% TG:Amzn+4%AaplMetaGoog+3%NvdaTsmMsftAvgo+2%;Sox+2.1%Mu+5%ArmIntc+4%MrvlSynaKlac+3%AmatAsml+2%; 川魔題材Btc$93.2k Mstr+8%Hood+6%Djt+5%;Md:Umac+6%Lunr+5%Rtx-10%;Qc:Ionq+6%;Dc:Tol+6%Nflx+5%Ccl+4%WhtMcd+3%;Cm:XAa+4%FcxXomCopCvx+3% Fi:MsGsBac+4%WfcJpmAig+3%;Evb:Stm+4%IfnnyAlb+3%;台-1.6%台店-1.2%日-0.2%韓-0.1%;港恒+0.8%國企+0.7%滬0.3%深-0.1%金龍+3.7%小米+6%美團-5%;23.Taipei AMPA台北汽機車零配件展;25上海車展;Intc固樁;5/20台北電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9:WWDC;12.Amd ---- 4/21.JL世股摘前瞻:川熊交易拋美資產:川噴鮑爾慢拍降息(憂關稅滯脹)股匯債三殺,躲金恐慌趕頂;EDT四月歐美基金半年報結算,財報:Unh-6% Tsla-6%;Nq-2.6%Dji-2.5%Spi-2.4%Rut-2.1%Uso-1.2%Eem0Gld3.1%Tnx4.41;台店-2.8%台-1.5%日-1.3%韓0.2%;深1.3%滬0.5%金龍-0.46 TG:Nvda-5%AvgoMetaTsmAmzn-3%AaplMsftGoog-2%;Sox-2.1%Mrvl-5%Arm-4%Mu-3%KlacAmdAsmlLrcx-2%;AI-chain:Hw:Vrt-8%AaoiSmci-6%Anet-5%ClsLite-4%Dell-3%;AI.Sw:OrclPanw-5%AppSnowSounCrm-4%Crwd-3%;Np:Vst-8%Ceg-7%Nrg-5%Ccj-4%Enr+11% 川魔題材Btc$87.1k Hood-3%;Md:Lunr-Rklb-6%Umac-5%;Qc:Qubt-8%Ionq-7%;Dc:CclAalCost-4%DalCat-3%;Cm:X-6%Cvx-3%;Fi:Ms-3%;Evb:TxnIfnnyF-2% ----- 4/18.JL世股摘前瞻:復活節美股休;EDT四月歐美基金半年報結算與財報:日1%韓0.5%台0.3%台店0%;深0滬-0.1%; ---- 4/17.JL世股摘前瞻:(憂關稅滯脹)歐央行如預期降息25bp川皇嘴鮑爾;財報: Unh-22%;Lly+14%;Uso2.6%Rut0.9%Eem0.8%Spi0.1%Nq-0.1%Gld-0.4%Dji-1.3%Tnx4.333;日1.4%韓0.9%台-0.7%台店-0.4%;港恒1.6%國企1.5%深滬0.1%金龍-0.4% TG:Nvda-3%Avgo-2%MsftGoogAmzn-1%;Sox-0.6%Lrcx-2%Syna-2%;AI-chain:Hw:Cls+4%AaoiVrt+2%;AI.Sw:App+4%;Np:Enr+11%Ihi+6%Hitachi+3% 川魔題材Btc$84.8k Djt+12%;Md:Lmt-3%;Qc:Ionq+5%;Dc:NkeBbyCost+4%BaTgtHd+3%DisWhtTol+2%;Fi:Gs+2%;Cm:Cop+Xom+3%Aa-7%;Evb:Wolf+14%F+2%; ---- 4/16.JL世股摘前瞻:(憂關稅滯脹)鮑爾不降息,輝達提虧晶片領美股重挫,財報:Asml-7%,AmdNvda-7%Sox-4.1%Nq-3.1%Spi-2.2%Dji-1.7%Eem-1.2%Rut-1%Uso1.9%Gld3.3%Tnx4.28;台-2%台店-1.7%韓-1.2%日-1%;金龍-2.7%國企-2.6%港恒-1.9%深-1.1%滬0.3%美團-8%聯想-5%阿里小米-4% TG:Tsla-5%AaplTsmMsftMeta-4%Amzn-3%Avgo-2%;Sox-4.1%KlacGfsAmatLrcx-5%Skh-4%SynaArmIntcMrvlSwks-3%;AI-chain:Hw:Aaoi-9%Smci-5%CscoFii-3%;AI.Sw:PltrAppSoun-6%Orcl-3% 川魔題材Btc$84k Hood-8%;Md:Umac-6%Rklb-5%;Qc:Qbts-7%Qubt-6%;Dc:Aal-4%DisWht-3%;Fi:MsGsBac-2%;Cm;Evb:Wolf-5%OnSki-4%TxnAlbByd-3% --- 4/15.JL世股摘前瞻:(緩憂滯脹)台股小飆Cpo,Bbu,機器人等噴漲停;財報:Mc-8%, Bac+4%Wfc+2%,Dji-0.4%Uso-0.3%Spi-0.2%NqEem-0.1%Rut0.1%Gld0.5%Tnx4.323; 台店3.8%台1.83韓0.9%日0.8%;港恒國企滬0.2%深-0.2%金龍-0.5% TG:Meta-2%;Sox0.5%;AI-chain:Hw:Cls+2%;AI.Sw:Pltr+6%CrwdApp+4%;Np:Mhi+4%IhiVst+3% 川魔題材Btc$83.5k Djt+5%;Md:Rklb+10%Rhm+4%Umac-3%;Qc:Rgti-3%Dc:Nflx+5%Tgt-3%;Fi;Cm;Evb:Alb+6%Wolf-6%F-3% ----- 4/14.JL世股摘前瞻:緩憂滯脹;美股彈汽車稅臨豁台伺服器股漲停;EDT:四月歐美基金半年報結帳,15蘇媽來,17台積財報 Rut1.1%Eem0.9%SpiDji0.8%Nq0.6%Uso0.3%Gld-0.6%GmF+4%Tnx4.364;台店1.8%日1.2%韓1%台-0.1%;金龍+3.2%港恒2.4%國企2.1%深1.2%滬0.8%阿里+5% TG:Aapl+2%MetaAvgo-2%;Sox0.3%Syna+4%Intc+3%MuSwks+2% AI-chain:Hw:Dell+4%VrtHpq+3%ClsLite+2%;AI.Sw:Pltr+5%App-6%Ai-3%;Np:Erg+6% 川魔題材Btc$84.5k Msre+4%;Md:Rhm+6%Umac-6%;Qc:QbtsIonq-3%Dc:BbyWmtTgt+2%;Cm; ---- 4/11.JL世股摘前瞻:緩憂滯脹退金髮女;15.蘇媽來,17台積財報;美聯儲鴿美股彈Eem3.1%Sox2.5%Gld1.9%SpiUso1.8%NqHxc+1.7%DjiRut+1.6%Tnx4.493;台2.3%台店1.4%日-3%韓-0.5%;國企1.7%港恒1.1%深0.7%滬0.5% TG:Avgo+6%Aapl+4%Tsm+4%NvdaGoog+3%;Sox+2.5%AmdSwksAmat+5%QcomArm+4% AI-chain:Hw:Dell+4%ClsVrtIbm+3%Lite-6%Aaoi-4%;AI.Sw:App-5%Crwd-3%;Np:Ccj+6%VstCeg+2% 川魔題材Btc$83.4k Mstr+10%Hood+8%;Md:HanwhaA+5%Umac+4%;Qc:Dc:Dal+4%;Cm:Fcx+6%Bhp+4%Xom+3% Evb:Stm+8%Alb+4%Txn-6%Byd+7%TLc+4% ---- 4/10.JL世股摘前瞻:川續增習關稅至145%,大彈後回測:空頭回踹美科巨頭與晶片股:緩憂滯脹退金髮女;EDT:四月歐美基金半年報結帳, Sox-7.8%NqRut-4.3%Sp-3.5%Dji-2.5%Eem-1.7%Uso-3.4%Hxc-1.1%Gld2.4%Tnx4.394;台9.3%日9.1%台店9.1%韓6.6%;深2.5%港恒2.1%國企1.8%滬1.2%聯想+7% TG:TslaAvgoMeta-7%Nvda-6%AmznTsm-5%ApplGoog-4%;Sox-7.8%Mrvl-13%Swks-11%Mu-10%Syna-9%AmdIntcAmat-8%KlacLrcxGfs-7%ArmQcom-6%Asml-5% AI-chain:Hw:Aaoi-16%Lite-9%Smci-8%VrtCls-7%DellHpq-6%AnetGlw-4%Fujikura+17%Fit+13% AI.Sw:Soun-7%AppPltrSnowAiOrclCrm-4%;Np:VstCegNgr-5%Hitachi+14%Mhi+13%Ihi+9% 川魔題材Btc$79.6k Mstr-8%Hood-4%Djt-7%;Md:Lunr-7%Rklb-5%;Qc: Dc:Aal-14%Dal-11%Ccl-10%Nke-8%Dis-7%Bby-6%Tgt-5%Cat-4% Cm:CopX-9%AaCvx-8%Fcx-7%Xom-6% Evb:Stm-12%OnWolfNxpi-11%Alb-10%Txn-8%IfnnyGmTmF-4% Fi:GsMsWfc-5% ---- ***4/9.台股連三天鎖跌停潮10日轉漲停潮 4/9.JL世股摘前瞻:川投顧大驚奇噴科技巨頭TG晶片AI,關稅緩友90天,習皇低頭願協商,:緩憂滯脹退金髮女;EDT:四月歐美基金半年報結帳,財報17台積; 美股噴:Sox18.7%N q12.1%Sp9.5%Dji+7.9%Rut8.7%Eem6.9%Uso6.7%Hxc4.5%Gld3.7%Tnx4.4; TG:Tsla+23%NvdaAvgo+19%MetaAppl+15%TsmAmzn+12%MsftGoog+10%;Sox+18.7%ArmAmd+24%Swks+23%MrvlSyna+22%IntcMuGfs+19%Lrcx+18%Klac+17%Amat+16%AsmlQcom+15% AI-chain:Hw:Aaoi+30%Lite+20%Cls+19%Ter+17%VrtSmciDell+16%Hpq+11%AnetCsco+9% AI.Sw:Soun+23%Pltr+19%App+17%CrwdAi+16%Panw+13%Orcl+12%Sap+9%Crw+9%;Np:Ceg+17%Sedg+16%Vst+15%Ngr+14%Gnrc+13%Ccj+9% 川魔題材Btc$82.1k Mstr+25%Hood+24%Djt+22%;Md:Rklb+20%Lunr+16%Umac+15%Rtx+7%Lmt+4%;Qc:Rgti+22%Ionq+24%Qbts+16% Dc:AalDal+23%Ccl+18%Ba+15%Bby+13%Dis+12%Nke+11%CatTgtWmt+10%Nflx+9%Xhb+8%Tol+6%Unh+5% Cm:Fcx+16%Aa+15%Cop+11%Bhp+10%Cvx+7% Fi:Gs+12%Ms+11%Jpm+8%WfcAig+7%Bac+6% Evb:On+23%StmNxpi+21%Alb+19%Txn+16%Ifnny+15%Wolf+11%TmF+9%Gm+8%;Ibm+6% 台店-7.4%台-5.8%日-3.9%韓-1.7%;深1.8%國企1.4%滬1.3%港恒0.7%;中芯+10%小米+8%美團+4%;22汽車峰會,23.台北國際汽機車零配件展Taipei AMPA;25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9WWDC ---- ***4/8.JL世股摘前瞻:關稅引憂滯脹退金髮女;美AI科技晶片彈再踹庫藏股出;日中股彈台股續踹中續嘴硬;EDT:四月歐美基金半年報結帳,財報17台積 美股Tnx4.262; Hxc-5.1%Uso-4%Rut-2.7%Nq-2.2%Sp-1.6%Eem-1.4%Dji-0.8%Gld0.5%; TG:AaplTsla-5%TsmAmzn-3%Goog+2%Nvda-1%Avgo+1%;Sox-3.6%Swks-8%Intc-7%AmdSynaGfs-6%QcomMu-4%ArmAsmlLrcxAmat-3% AI-chain:Hw:Hpq-6%LiteSmci-4%Dell-3%Anet+2%Fujikura+19%Fii-10% AI.Sw:Soun-6%Ai-5%;Np:Enr+5%Ceg+3%Hitachi+14%IhiMhi+11% 川魔題材Btc$79.6k Mstr-11%DjtHood-4%;Md:Umac+4%Rhm+6%LmtRtx+3%;Qc:Qubt-8%Rgti-7%IonqQuts-6%;Dc:Bby-8%AalTgt-6%DalNkeTolXhb-4%CarCsco-2%Unh+5%;Cm:Aa-8%Bhp-5%CopFcxIp-4%CvxXom-2%; 國企2.3%滬1.6%港恒1.5%深0.6%金龍 -5%;日6%韓0.3%台店-6.7%台-4% Evb:Wolf-16%Alb-13%On-9%StmNxpiF-6%TxnIfnny-5%Byd+5% 小米+7%美團+5%中芯+4% ---- ***4/7.JL世股摘前瞻:中台日韓假後股補跌,美AI科技晶片領反彈;滯脹退金髮女;EDT:四月歐美基金半年報結帳,營收,財報17台積 中股領亞股崩:國企-13.8% 港恒-13.2%深-10.8 %金龍-5%;台股台店-9.7%日-7.8%滬-7.3%韓-5.6%;聯想-23%小米-21%阿里-18%中芯-16%美團匯豐銀-15%東方外海-14%騰訊-13% 美股Tnx4.155;Nq0.1% Sp-0.2%DjiRut-0.9%Gld-2.2%Uso-2.9%Eem-3.7%;TG:Avgo+5%Nvda+4%AmznMeta+2%Tsla-3%Appl-4%;Sox+2.7%Mu+6%LrcxAmatKlac+5%Mrvl+3%Syna-6%; AI-chain:Hw:Smci+11%Vrt+7%AnetCls+6%LiteDell+5%Hpq+3%Fit-27%Fujikura-16%Fii-18% AI.Sw:App+6%Pltr+5%Soun+4%;Np:CegVst+5%Nrg+3%Mhi-13%Hitachi-12%Ihi-9% 川魔題材Btc$79.4k Mstr-9%Ibit-7%Hood+3%;Md:Umac-11%Lunr+4%Rklb+7%Rhm-3%HwA-9%;Qc:Ionq+10%Rgti+11%;Dc;Bac+3%;Tol-6% Cm:X+16%Fcx+4% Evb:容百-20%比亞迪-16%天齊鋰-15寧德時代-11%贛鋒鋰-10%OnF+4% --- ***4/4.JL川魔團炒股空精3+4:Msci-12%Ewt-10%Tsm-13%暴跌後美企大撿低換手 4/4.JL世股摘前瞻:川魔關稅續點金成屎D+1續暴崩財富蒸發:滯脹退金髮女;EDT:四月歐美基金半年報結帳,營收,財報17台積 美股川崩Tnx3.985 Sox-7.6%SpUso-6%Nq-5.8%Eem-5.6%RutVnq-4.4%Gld-2.3%,金龍-8.9%; TG:Tsla-10%NvdaAaplTsm-7%AvgoMeta-5%MsftAmzn-4%Goog-3%;Sox-7.6%Mu-13%Intc-12%Mrvl-12%Arm-10%QcomAmdLrcx-9%Gfs-8%SynaKlacSwks-7%Amat-6% AI-chain:Hw:Aaoi-16%VrtFujikura-12%Anet-10%SmciGlwFit-8%DellLiteIbm-7%AphVzCat-6%HpqCsco-5%Cls-4% AI.Sw:App-16%Soun-12%Pltr-11%SnowCrwdOrclPanw-7%AiCrmSap-6% Np:CegNrg-10%Vst-9%CcjTer-8%Mhi-6%Ihi-5% 川魔題材Btc$84k Hood-10%Djt-7%;Md:UmacRtx-10%LunrRklb-9%Rhm-6%Lmt-5%;Qc:Qubt-14%IonqQbts-11% Dc:Ba-9%Nflx-7%Dis-6%CclWmtCost-5%Dal-4% Cm:Fcx-13%AaBhpCop-9%Cvx-8%Xom-7% Fi:AigBacGsMs-8%JpmWfc-7% Evb:Alb-12%TxnIfnny-8%Nxpi-6%OnStm-5%;日-2.8%韓-0.9%;中:百度-8%;25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9WWDC: ----- ***4/3.JL世股摘前瞻:川魔關稅點金成屎股血崩:憂滯脹逼退金髮女;EDT:四月歐美基金半年報結帳,營收三月,財報17台積 美股川崩Tnx4.061 Sox-10%UsoXhb-7.1%Rut-6.6%Nq-6%Sp-4.8%Dji-4%Eem-2.1%Gld-0.6%; TG:Avgo-11%AaplMetaAmzn-9%NvdaTsm-8%Tsla-5%Goog-4%;Sox-10%Syna-18%Mu-16%MrvlLrcxSwks-12%MrvlArmQcomKlac-10%AmdSwks-9%Amat-8%Asml-7% AI-chain:Hw:LiteAaoi-20%Dell-19%Cls-16%Hpq-15%Vrt-13%Anet-11%GlwFujikura-9%Fit-8%AphSmci-8%Anet-7% AI.Sw:SnowApp-10%Ai-8%CrwdCrmOrcl-6%PanwAdbe-5%;Np:Vst-15%Ceg-11%NrgTer-10%Ccj-4%; 川魔題材Btc$82k HoodMstr-10%Djt-5%;Md:Lunr-9%RklbUmac-8%;Qc:Ionq-7% Dc:Bby-18%CclNke-14%TgtDal-11%BaAal-10%Csco-7%;Cm:Fcx-12%Aa-11%CopIp-10%Cat-9%X-8%Cvx-6%Xom-5% Fi:Bac-11%Ms-10%GsWfc-9%Jpm-7% Evb:On-13%NxpiStm-11%Gnrc-10%TxnIfnnyAlb-8%F-6%Tm-5%Gm-4% 日-2.8%韓0.8%;中:金龍-1.9%港-1.5%國企-1.3%深-1.1%滬-0.2%金龍-0.1%:聯想-8%阿里-5% ----- **4/2.JL世股摘前瞻:憂關稅公佈滯脹逼金髮女:川魔狠關稅:盤後股期崩:納期-4.7%標期-3.9% Tsla-8%Aapl-7%NvdaTsm-6%;EDT:四月歐美基金半年報結帳,三月營收,財報 TG:Tsla+5%AmznAvgo+2%;Sox0.9%Gfs+3%;AI-chain:Hw:Aaoi+6%LiteFit+5%ClsDell+4%Aph+3%;Np:Ihi+6%Nrg+4%VstCegNrg+4%;Sw:Soun+6%PltrAppOrclCrwdAi+3%; 踹川馬行情Btc$83.6kDjt-5%Tnx4.196Djt-7%;Md:Lunr+11%Rklb+7%Umac+4%Rhm-4%;Qc:Rgti+9%Ionq+8%;Dc:Aal+3%;Fi:Ms+3%Gs+2% 美股關稅盤後崩: Rut1.7%NqUso0.9%Sp+0.7%Dji0.6%Gld0.2%Eem0.1%;台店0.7%日0.3%韓-0.6%;中股:深滬0.1%港恒0國企金龍-0.1% Evb:PfmSkiSsdi-4% ---- **4/1.JL世股摘前瞻:憂關稅公佈滯脹逼金髮女;EDT關稅2日開獎;四月歐美基金半年報結帳,三月營收,財報17台積 TG:Tsla+4%GoogMsftNvdaTsm+2%;Sox0.3%Mu+2%IntcGfs-3%;AI-chain:Hw:Vrt+4%Smci+2%;Np:VstEnr+4%NrgCeg+3%;Sw:App+7%Crwd+3%; 踹川馬行情Btc$85kMstr+6%Djt+4%Tnx4.156;Md:Umac-4%;Qc:Ionq+5%;Dc:Dal-3%Nke+2%;Fi;Mrna-3% 美股暫回穩彈: Nq0.9%Sp+0.4%Eem0.3%RutDji0Gld-0.2%Uso-0.3%;台店2.3%台2.8%日0韓1.6%;中股:金龍0.5%港恒滬深0.4%:小米-5%中芯-4%;PfeLly-3% Evb:Wolf-8% --- 3/31.JL世股摘前瞻:關稅憂滯脹金髮女恐慌逼政策;EDTQ1結帳狗熊翻Wolf+18%;踹AI;4月結帳與財報季:久等4/2關稅公佈日 TG跌縮:Aapl+2% Tsla-2%;Sox-0.3%AsmlMu-2%;AI-chain:Hw:Aaoi-6%Cls-5%Fit-4%Vrt-3%;Np:Hitachi-6%MhiIhi-4%;Sw:Soun-4%SnowAppAi-3%; 川馬踹踹行情Btc$82.6kTnx4.246;Md:Umac-9%Lunr-8%UmacRklb-4%;Qc:Qubt-5%;Dc:Wmt+3%Ibm+2%;Fi:Aig+4%;Cop+3%;Mrna-9% 美股跌憂滯脹踹AI: Uso3.4%Gld1.4%Dji1%Sp0.6%Nq-0.1%Eem-0.2%Rut-0.6%;台店-5.2%台-4.1%日-4.1%韓-3%;中股:港恒-1.3%國企-1.1%深-1%金龍-0.6%滬- 0.5%:中芯小米-4%; Evb:Ski-7%LgePfm-6%BydOn-3% ---- 3/28.踹川馬恐慌逼政策行情Wolf-52%空軍大勝黑色星期五:通膨滯脹踹AI:高盛北京蔡崇信:EDT會展Q1,4月財報季:;關稅踹汽車4/2; 13.大阪萬國博覽會 3/28.JL世股摘前瞻:滯脹逼金髮女股崩恐慌逼政策; 踹科巨TG:Goog-5% AmznMetaTsla-4%MsftAppl-3%TsmAvgoNvda-2%;Sox-2.95%ArmMrvlKlacIntc-4%AmdQcomSwksLrcxGfsMu-3% AI-chain:Hw:Aaoi-8%Dell-5%Vrt-3%ClsLite-2%;Np:Enr-4%;Sw:Pltr-5%SounSnowAi-4%AiOrclCrmCrwdAdbe-3%App+4%; 川馬踹踹行情Btc$84.4kMstr-11%Hood-5%Tnx4.369;Md:Umac-7%Lunr-5%Rhm-3%;Qc:Quts-6%Qubt+6%;Dc:Dal-5%CclAalNflxNke-4%TgtBbyBa-3%;Fi:BacMsGs-3%;AaFcx-4% 美股跌憂滯脹踹AI: Nq-2.7%Rut-2.1%Sp-2%Eem-1.9%Dji-1.7%Uso-0.9%Gld0.7%;Twi-2.3%Ks-1.9%Jnk-1.8%Two-1.6%;Evb:On-6%Nxpi-5%Ifnny-4%SsdiTm-3% 中股:Hxc-3.1% Szi-0.9%Hsce-0.8%HsSsi-0.7%中芯百度聯想-5%;4/22汽車峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌大會;WWDC:6/9 ----- 3/27.EDT會展Q1作帳,4月財報季:AI踹踹隊:高盛北京蔡崇信踹晶片,混水踹App-20%;川皇踹汽車4/2.關稅25%:Gm-7%;13.大阪萬國博覽會 3/27.JL世股摘前瞻:憂滯脹期金髮女郎; AI-chain:Hw:Aaoi-9%VrtSmci-6%Cls-4%LiteAnet-3%;Np:Enr-5%VstCeg-4%;Sw:Panw-6%Soun-5%;TG:Avgo-4%Tsm-3%;Sox-2.1%AmdMrvl-3%ArmAsmlAmat-2% 川馬行情Btc$87k Gme-22%Tnx4.369;Md:Lunr-6%Rklb-5%;Qc:Rgto-8%Ionq-5%;Dal-4%Aal-3%;MsGs-3%;AaFcx-4% 美股跌踹AI車關稅Nq-0.5%RutDji-0.4%Sp-0.3%Uso0.1%Eem0.5%Gld1.3%;TwiTwoKs-1.4%Jnk-0.6%;Evb:Rivn+8%Wolf-8%F-4%NxpiSsdiTm-3% 中股:Hxc1.4%Hs 0.4%Hsce0.3%Ssi0.2%Szi-0.1%小米-4%中芯+4% ---- 3/26.踹算力股輝達領跌:傳北京踹輝達,傳微軟減建資料中心;高盛調降AI伺服器出貨與廣達至中性;阿里蔡崇信稱AI泡沫踹黃主教;EDT會展Q1作帳,4月財報季:4/2.關稅汽車25%;13.大阪萬國博覽會 3/26.JL世股摘前瞻:憂滯脹期金髮女郎; AI-chain:Hw:Vrt-11%AaoiCls-10%Smci-9%Lite-7%Anet-6%Dell-3%;Np:VstPwr-6%Nrg-5%Ceg-4%;Sw:Soun-8%App-5%CrwdPltrSapOrcl-4%Crm-3%;TG:NvdaTsla-6%Avgo-5%Tsm-4%Goog-3%;Sox-3.3%Arm-8%Mrvl-7%Amd-4%IntcAsml-3% 川馬行情Btc$86.6k Djt-8%Hood-7%Gme+12%Tnx4.338;Md:LunrUmacRklb-4%;Qc:Rgto-7%QubtQbts-6%;MsGs-2%;Dc:Nflx-3%;Fcx-4% 美股踹輝達領崩: Nq-2%Sp-1.1%Rut-1%Eem-0.6%Dji-0.3%Gld-0.1%Uso0.8%;Ks1.1%Jnk0.7%Twi0.2%Two-0.1%;Evb:Wolf-5%StmIfnny-4%GmAlb-3%;Mrna-7% 中股成峰:Hs0.7% Hsce0.4%Szi0.4%Ssi0 ---- 3/25.高盛調降AI伺服器出貨與廣達至中性;阿里蔡崇信稱AI泡沫踹黃主教;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/25.JL世股摘前瞻:憂滯脹期金髮女郎;中股成峰: Hs-2.4%Hsce-2.7%Hxc-1.2%Szi-0.6%Ssi0%小米-6%阿里美團-4% AI-chain:Hw:LiteClsSmciFit-3%AaoiVrt-2%;Np:Ccj-3%;Sw:Crwd+3%Adbe+2%;TG:Tsla+4%Goog+2%AmznMetaAapl+1%;Sox-0.7%Mu-3% 川馬行情Btc$87.6k Djt+9%Tnx4.307;Md:Umac-6%;Qc:Qubt-3%;Dc:AalWmtTgt-3%Nflx+3%;X+5%Fcx+3% 美股特斯拉領彈: Nq0.5%Gld0.4%Sp0.2%DjiUso0.3%Eem-0.3%;Two0.8%Jnk0.5%Twi0.1%Ks-0.6%;Evb:BydWolf-4% --- 3/24.Tsla+12%領美股大狗熊翻軋空,俄美和談磋商;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/24.JL世股摘前瞻:憂滯脹期金髮女郎;財報: Lunr+30%;AI-chain:Hw:Lite+11%Aaoi+9%Vrt+6%Anet+5%ClsAph+4%;Np:Pwr+4%VstCegCcj+3%;Sw:App+8%Pltr+6%Soun+5%Ai+4%Snow+3%;TG:MetaAmzn+4%NvdaTsm+3%Goog+2%;Sox+3%Amd+7%Arm+5%KlacLrcxMrvlGfsSwks+3% 川馬行情Btc$87.4k Mstr+10%Hood+9%Tnx4.33;Md:Rklb+6%Umac+5%;Qc:Qubt+18%Ionq+17%Rgti+8%;Dc:Dal+5%Aal+4%Tgt+4%;Fi:MsGsJpm+3%;Tol+4%;Fcx+3% 美股特斯拉領彈: Rut2.6%Nq2.3%Sp1.8%Dji1.4%Uso1.1%Eem0.5%Gld-0.5%;Two-1%Twi-0.5%Ks-0.4%Jnk-0.2% Evb:RivnNxpi+5%OnTxn+4%IfnnyBydGm+3% 中:Hs1.2%Hsce0.9%Ssi0.2%Szi-0.7%Hxc0 ---- 3/21.商務部長狂推Tsla+5%,俄美和談磋商;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/21.JL世股摘前瞻:憂滯脹期金髮女郎;財報:Mu-8%Nke-5% 中:Hsce-2.3%Hs-2.2%Szi-1.8%Hxc-1.7%Ssi-1.3%:中芯-7%阿里-4%小米-3% AI-chain:Hw:Smci+8%LiteAaoiFit-3%;Np:Ihi-5%;Sw:Pltr+4%Soun+3%;TG:MetaAapl+2%;Sox-0.9%AsmlLrcx-2%Skh+3% 川馬行情Btc$84.1k Tnx4.252;Md:Umac+7%Rhm-3%Lmt-6%;Qc:Qbts-4%Qubt-12%Ionq+5%; 美股特斯拉領彈:Nq 0.5%SpDjiUso0.1%Eem-0.5%Rut-0.6%Gld-0.8%;Two-0.8%TwiJnk-0.2%Ks0.2%;Ibm-4%Ba+3% Evb:Rivn+7%Wolf-10%Byd-8%Ifnny贛鋒鋰天齊鋰-3%;4月22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌大會 --- 3/20.EDT會展Q1作帳:關稅憂壓回央爸會後彈,GTC黃主教佈道後量子計算崩:Qc:Qbts-18%Qubt-12%RgtiIonq-9%,中股大回;25.蘋果上海會;26.單車展;關稅4/2:醫藥品汽車晶片; 3/20.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Cls+4%;Np:Enr-3%;Sw:App+3%Soun-3%;TG:Tsm+2%;Sox-0.7% 中:Hxc-3.8%Hsce-2.3%Hs-2.2%Ssi-0.5%Szi-0.6%:美團騰訊阿里百度-4% 川馬行情Btc$84.3k -3%Tnx4.233;Md:Rhm-3%Umac-4% 美股央爸會彈後回: Uso1.8%Eem-0.9%Rut-0.7%Nq-0.3%Sp-0.2%Gld-0.1%Dji0;Two1.9%Twi1.5%Ks0.3%Jnk;Ibm-4% Evb:AlbWolf-3%StmRivn天齊鋰-4% ---- 3/19.EDT會展Q1作帳:GTC黃失靈;美央爸宣QT緩後冒險資產全線漲;25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片; 3/19.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Smci+6%VrtClsAaoi+5%Glw+3%;Np:VstNrhIhi+4%MhiEnrCegCcj+3%;Sw:App+7%PltrSounCrwdAi+3%;TG:Tsla+5%Avgo+4%GoogNvda+2%;Sox1%Amd+3%Intc-7% 川馬行情Btc$86.8k +5%MstrHood+7%Tnx4.256;Md:Rhm-5%LunrRklb+4%Umac+3%;Qc:QubtRgti-3%;Nflx+4% 觀旅Ba+7%Ccl+5% AalDal+4%;Aa+4% 美德股央爸會後彈油金: Rut1.6%Nq1.4%Sp1.1%Dji0.9%Gld0.4%Uso0.3%Eem0.2%;Two-1.4%Twi-1.1%Jnk-0.3%Ks0.6%; 中:SsiHs0.1%Hsce-0.2%SziHxc-0.4% Evb:Wolf+9%BydSki+4%Catc+3% ---- 3/18.川馬踹踹行情:踹隊續踹空;加多省取消補貼Tsla-5%;GTC黃主教佈道,Amd蘇媽北京佈道會失靈Nvda-3%,量子QC: Ionq-9%Rgti-8%;等待20美央爸會與關稅;EDT會展Q1作帳;25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片; 3/18.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Smci-10%VrtCls-5%AaoiLite-4%;Np:Ihi-5%Ceg-4%;Sw:App-9%Soun-4%Orcl-3%;TG:Meta-4%Avgo-3%Goog-2%;Sox-1.6%Mrvl-3% 川馬踹踹行情Btc$82.7kHood-5%Mstr-4%Tnx4.281;Md:Rhm+6%Lunr-11%Umac-7%Rklb-6%;X-4%;Ccl-4%Dal-2% 美德股油金續探底: Nq-1.7%Sp-1.1%Rut-0.9%Uso-0.7%Dji-0.6%Eem-0.5%Gld1.2%;Jnk1.2%Two1%Twi0.7%Ks0.1%; 中:Hsce2.8%Hs2.5%Szi0.5%Ssi0.1%Hxc-0.2%:阿里+6%中芯+4%小米+3% Evb:Wolf-9%Byd+4% ----- 3/17.EDT會展Q1作帳,17GTC,18.黃主教佈道,美林亞太科技投資論壇;20美央爸會;25.蘋果上海會;26.單車展;超級無敵狗熊翻: Intc+7%,QC:Qubt+13%Qbts+10%;小摩等入踹踹隊,墨砍星鏈單踹Tsla-5%;傳谷歌發哥合作脅博通 3/17.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Lite+7%Aaoi-5%;Np:Mhi+12%Ihi+10%Enr+3%;Sw:App+5%OrclCraw+3%Soun-3%;TG:Nvda-2%Tsm+1%;Sox1.4%AmdSyna+4%Arm+3%Asml+2%三星電+5% 川馬交易比特幣彈Btc$84.1kHood+7%Tnx4.206;Md:Umac+24%Lunr+8%;Aa+4%X+3%Fcx+2% 滯脹消費航:AalCcl +4%NflxBbyNke+3% 美德股大反彈油金: Eem1.7%Rut1.2%Dji0.9%SpUso0.6%Gld0.5%Nq0.3%;Ks1.7%Jnk0.9%Twi0.7%Two0.3%; 中股Hxc4%Hs0.8% Hsce0.6%Ssi0.2%Szi0.1%:百度+9%小米+4%; Evb:Alb+4%Wolf+3%TxnOn+2% ---- 3/14.美中股衝;超級無敵大狗熊翻:量子計算,Aaoi小飆被入股噴39%領AI鍊衝;EDT會展Q1作帳,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/14.JL世股摘前瞻:憂滯脹期金髮女郎;超級無敵大狗量子計算:Qbts+47% Qubt+29%Rgti+28%Ionq+17%;AI-chainHw:Smci+8%ClsLite+6%Vrt+5%Anet+4%Dell+3%;Np:VstNrg+5%Ceg+3%;Sw:Soun+16%AppPltr+8%Crwd+6%Adbe+4%AiCrm+3%;TG:Nvda+5%Tsla+4%MetaMsft+3%AmznAvgoAapl+2%;Sox3.3%Mu+6%ArmLrcxKlac+5%Amat+4%QcomAmdAsmlGfs+3% Evb:Wolf+14%Byd+7%AlbStm+4%Ifnny+3% 川馬交易比特幣彈Btc$84.4kMstr+13%Hood+9%Tnx4.308;Md:Umac+13%Lunr+9%Rklb+7%Rhm+6%;AaX+4%XomCopFcx+3%;Fi:WfcGsMsJpmBac+3% 滯脹消費航:Dal+6% Ccl+4%Nflx+3% Evb:IfnnyStm-3%Rivn-4% 美德股大反彈油金: Nq2.6%Rut2.5%Sp2.1%Eem1.8%Dji1.7%Uso0.9%Gld0;Jnk0.7%Two0.3%Twi0Ks-0.3%; 中股Hsce2.8%Hxc 2.7%Szi2.3%Hs2.2%Ssi1.8%:Byd+7%茅台酒+6%美團+5%;4月:關稅:醫藥品汽車晶片延4/2;13.大阪萬國博覽會;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道揭亞洲總部,谷歌開發者大會 ----- 3/13.關稅戰激升股價跌,超級無敵大狗熊翻:Aaoi小飆盤後噴47%,Intc+14%新CEO,Btc暫止跌;EDT會展Q1作帳:工業電腦展,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/13.JL世股摘前瞻:憂滯脹期金髮女郎 AI-chainHw:Fit-9%AaoiSmci-8%Lite-6%Cls-4%Vrt-3%;Np:VstCeg-3%;Sw:財報:Adbe-14%,PltrCrm-5%Crwd-4%Ai-3%;TG:Meta-5%TslaTsmAaplAmznGoog-3%;Sox-0.6%Amd-3% 川馬交易比特幣彈Btc$81.5kHood-7%Tnx4.274;Md:Lunr-10%Umac-7%;Qc:Quts+19% 滯脹消費受害航:Dal -3%Cost-4%BbyNflx-3% Evb:IfnnyStm-3%Rivn-4% 美德日韓台股油金: Np-2%RutUso-1.6%Sp-1.4%Dji-1.3%Eem-0.4%Gld1.8%;Twi-1.4%Two-1.1%KsJnk-0.1%; 中股Szi-1.1%Hs-0.6% Hxc-0.5%Hsce-0.5%Ssi-0.4%:中芯-5%; ---- 3/12.CPI緩反彈續:超級無敵大狗熊翻:量子計算領噴,Intc新CEO與台積組併噴,特斯拉輝達續衝; EDT會展Q1作帳:18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/12.JL世股摘前瞻:憂滯脹期金髮女郎Qc:Ionq+17%Qubt +15%Rgti+11% AI-chainHw:Aaoi+15%Smci+4%LiteClsVrtDell+3%;Np:Vst+7%Enr+9%Mhi+5%Ngr+4%Ceg+3%;Sw:SounPltr+7%App+6%CrwdOrcl+5%;TG:Tsla+8%Nvda+6%Tsm+4%AvgoMetaGoog+2%;Sox2.5%Mu+7%Skh+6%IntcAsm+5%LrcxAmdMrvl+4% 川馬交易比特幣彈Btc$83.9kHood+7%Tnx4.31;Md:Lunr+15%Rhm+10%Umac+7%;Aa+4%BaFcxX+3%; 滯脹消費受害航: AalTgt-5%DalBbyWmt-3%Nflx+3%;Mrna+4%; Evb:Wolf-4%Lgc+5% 美德日韓台股油金: Uso1.9%Np1.2%Eem0.6%Sp0.5%Gld0.4%Rut0.1%Dji-0.2%;Ks1.5%Two0.9%Twi0.2%Jnk0.1%; 中股Hxc-1.2%Hsce Hs-0.8%Szi0.1%Ssi-0.2%聯想-7% ---- 3/11.AI鍊比特幣特斯拉反彈;關稅不確定股市續震憂經濟滯脹消費減航空大跌;EDT會展Q1作帳:18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/11.JL世股摘前瞻:憂滯脹期金髮女郎,AI-chain大彈:Hw:Smci+11% Lite+8%ClsAaoiVrt+7%Hpq-5%;Np:EnrVst+5%NgrPwr+4%Ceg+3%;Sw:App+8%Crwd+7%; TG:Tsla+4%Avgo+3%Nvda+2%Aapl-3%;Sox-0.7%Gfs-6%Swks-5%Arm-4% 川馬交易比特幣彈Btc$82.8k+5%Mstr+9%Tnx4.288;SR:UmacRklb+4%Lunr-4%;Qc:Qbts+16%; 滯脹消費受害航: Aal-8%Dal-7%DisBby-5%DisMcd-3% 財報:Ter-17%; Evb:AlbTxn-5%Lgc-4% 美德日韓台股油金: Dji-1.1%Sp-0.8%Np-0.2%Rut+0.2%EemUso0.8%Gld1.2%;Two-1.7%Two-1.5%Ks-1.2%Jnk-0.6%;Mrna-6%;Vz-7%Ibm-3% 中股Hxc2.8%Hsce 0.4%Hs0Ssi0.4%Szi0.3% Cm:X+5%Fcx+4%AaCop+3%; ----- ****誤刪3/7，3/10 黑色星期一 ------ 3/6.EDT會展Q1財報作帳:MsTMT,10.Satellite,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/6.JL世股摘前瞻:期金髮女郎憂滯脹;Mrvl-20%惨財報領AI鍊崩:(AvgoAht +12%財報好將領反漲?) AI-chain:Hw:Aaoi-14%Cls-10%Lite-9%Vrt-7%Smci-5%AnetDell-4%,Np:Vst-10%Ceg-9%Nrg-8%Mhi+11%Hitachi+7%Enr+6%Ihi+3%;Sw:App-18%Snow-12%Pltr-11%Orcl-7%Soun-6%CrwdAi-5% 滯脹受害股消費航旅:Nflx-9%Ccl-7%美航-6%Dis-4%波音達航-3% TG:AvgoTslaNvda-6%Tsm-5%MetaAmzn-4%;Sox-4.5%Arm-6%Mu-5%KlacLrcx-3%Intc0;Mrna+16% 川馬政策行情:Btc $90.2kHood-7%Tnx4.286;SR:Lunr-20%Rklb-9%Umac-7%;Qc:Ionq-10%Qubt-8%Qbts-7%;Fi:GsMs-4%WfcJpmBac-2% 中概慶二會Hsce 3.6%Hs3.3%Szi1.8%Ssi1.6%Hxc-0.8%:阿里騰訊+8%美團聯想+5% Evb:AlbByd+3%On-6%Txn-3%;Vz+3% 美德台日韓股油金: Dax3.4%Nq-2.6%Sp-1.8%Rut-1.6%Dji-1%Eem-0.6%Gld-0.5%Uso-0.4%;Jnk0.8%Ks0.7%Two0.1%Two-0.7%;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ----- 3/5.川皇國會演講提振彈川馬妖瘋行情股幣:美烏復談,加墨汽車關稅戰緩,德擴大財政支出股衝Dx+3.4%Enr+8%Rhm+7%;EDT會展Q1財報作帳:10.Satellite,18GTC,20美央爸會,單車展 3/5.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Crwd-6%,Mrvl-15%Aht 中概慶二會:Hxc6.4 %Hsce3.1%Hs2.8%Ssi0.5%Szi0.3%:阿里+9%小米中芯+7%美團+6%百度聯想+5%騰訊Byd+3%;原物料:銅Fcx+9%美鋁+4% Evb:StmGm+7%IfnnyTmF+6%OnPfm+5%Alb+3% TG:MsftAmznMetaTsla+3%TsmAvgo+2%;Sox+2%AsmlLrcxSyna+4%MuQcom+3%Mrvl+2%Intc-2%;Cat+4%;Mrna+16% 川馬政策行情:Btc $90.4kMster+12%Tnx4.235;SR:Umac+6%Rklb+7%Lunr+5%;Qc:Qbts+5% AI-chain:Hw:FujikuraFit+7%LiteAnetDell+3%Aaoi-3%,Np:Mhi+8%Ihi+5%Ccj+3%;Sw:Pltr+7%Soun+4%Orcl+3%App-3%; 美德台日韓股油金: Dax3.4%Eem3%Nq1.5%DjiSp1.1%Rut1%Gld0.2%Uso-2.6%;TwoKsTwi1.2%Jnki0.2%;消費航旅:美航+6%達航+4%; ----- 3/4.美加回擊美關稅台:德股回挫-3.5%Enr-8%;EDT會展Q1財報作帳:5.中二會;10.Satellite,18GTC,20美央爸會 3/4.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報AI-chain:Hw:Smci+9%Glw-4%Cls-3%,Np:Ihi+12%Mhi+8%VstCcj+2%;Sw:AppOrcl-3%Soun-6%;TG:Tsm+4%Goog+2%Nvda+2%Meta-2%Tsla-4%;Sox+0.6%MrvlAmd+3%Intc-6% 川馬政策行情:Btc $86.6kMster+10%Hood-3%Tnx4.21;SR:Umac-3%Rtx-4%;Qc:Qbts+9% 美台日韓股:Dji-1.6 %Sp-1.2%Rut-1.1%Nq-0.4%Uso0Eem0.8%Gld0.9%;Jnki-1.2%Two-0.7%Ks-0.2%Twi0.3% 中國開二會前:Hxc2% Szi0.7%Ssi0.2%Hsce-0.6%Hs-0.3%:Byd-7% Evb:Alb+3%Pfm-8%Lges-6%Ssdi-5%;消費航旅:達航波音-7%達航-6%美航-4%DisTgtWht-3%Ccl-6%Bby-12%;Cm:Ip-7%X-3%;Fi:BacMs-6%Wfc-5%GsJpm-4%Aig-3%;25.蘋果上海會;26.單車展;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ---- 3/3.中美貿易戰輝達被抓包新加坡轉中,台積被逼增美產,先進製程重復單減:AI晶片硬體供應鏈股價挫;Rhm+14%歐軍工衝;EDT會展Q1財報作帳:5.中二會;10.Satellite,18GTC,20美央爸會 3/3.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報 AI-chain:Hw:Aaoi-19%Smci-13%Cls-11%Vrt-10%Anet-8%DellLite-7%Fit-5%,Np:VstCegCcj-7%NrgEnt-5%Ihi+8%Mhi+7%;Sw:App+4%Ai-6%Soun-5%; ;TG:Nvda-9%Avgo-6%Tsm-4%TslaAmzn-3%;Sox-4%Arm-8%Mrvl-7%GfsSyna-5%AmdAmat-4% 川馬政策行情:Btc$85.3 k-8%Hood-6%Tnx4.18;SR:Umac-16%Rklb-9%Lunr-8%;Qc:Qbts-11% 美台日韓股:Uso-3% Rut-2.8%Nq-2.6%Sp-1.8%Dji-1.5%Eem-0.9%Gld1.3%;Jnki1.7%Two-1.3%Twi-1.5%; 中國開二會前:Hxc -3%HsceSzi0.3% Hsi0Ssi-0.1%:中芯-4% Evb:Wolf-10%Alb-9%On-5%贛鋒鋰天齊鋰+6%; 消費航旅:美航達航CclTgtCatTol-3%Bby-4%; Cm:Cop-7%Aa-6%Fcx-4%XomCvxX-3%Fi:GsMs-3% --- 2/28.EDT會展Q1財報:3/3.Mwc,Timtos;5.中二會;10.Satellite,18GTC,20美央爸會 2/28.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報 Hpq-7%,Dell-5%,Aaoi-9%;TG:TslaNvda+4%;Sox+1.7%Mrvl+5%Intc+3%Swks+4%;AI-chain:Hw:Fit-10%Fujikura-7%Smci-3%Vrt+3%,Np:Vst+3%Mhi-4%;Sw:Soun+17%; 川馬政策行情:Btc$84.9 kMstr+6%Tnx4.285;SR:Umac+5%;Qc:Rgti+5% 美股台日韓股:NqSp1.6% Dji1.4%Rut1.1%Eem-1.4%Gld-0.6%Uso-0.1%;Ks-3.4%Jnki-2.9%TwiTwo; 中國開二會前:Hsce -3.6%Hsi-3.3%Szi-2.9%Ssi-2%Hxc-1.8%:Byd中芯-7%聯想天齊鋰美團阿里小米-6% Evb:Lgc-7%Ssdi-6%LgesSki-5%Gm+3%;美鋼+3% Fi:BacAig+4%MsGs+3%WfsJpm+2%;疫苗Mrna-7%;美航-4% ----- 2/27.AI供應鏈,川馬妖瘋股續崩:EDT財報會展:3/3. Mwc,Timtos;5.中二會;10.Satellite,18GTC, 2/27.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Ai-10%Nvda-8%Dell-7%Aaoi-5%Crm-4%Snow+5%; TG:Tsla-3%AvgoTsm-7%;Sox-6%Mrvl-8%AsmlAmatArmLrcxGfsMu-6%AmdKlacQcom-5% AI-chain:Hw:Smci-16%Asmc-7%Vrt-6%Anet-5%LiteFit-4%,Np:Vst-12%Ceg-8%Nrg-7%;Sw:Pltr-5%OrclSounCrwd-4%; 川馬政策行情: Btc$84.2kMstr-9%Tnx4.285;SR:無人機Umac-22% Lunr-13%Rklb-7%;Qc:Ionq-17%Rgti-13%Qmco-12%Qubt-10% 中國開二會前: Hxc-0.9%Hsce-0.7%HsiSzi-0.3%Ssi0.2%:小米-6% 美股台日韓股: Nq-2.8%SpRut-1.6%Eem-2%Gld-1.5%Dji-0.5%Uso1.9%;Twi-1.5%Two-0.9%Ks-0.7%Jnki0.3%; Evb:Stm-7%On-6%Nxpi-5%IfnnyTxn-4%;疫苗Mrna-7%;美航-4% ---- 2/26.彈輻縮:EDT財報會展:3/3Mwc,Timtos;5.中二會;10.Satellite,18GTC, 2/26.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Nrg+11%;Aaoi+8%(-7%),Nvda+4%(-1); Crm(-5%)(Aht:盤後); AIchain:Hw:Smci+12%Vrt+7%ClsDell+5%Anet+4%Fujikurs+3%,Np:Vst+7%Ccj+3%;Sw:Soun+8%Crwd+4%空襲App-12%; TG:Tsla290.8-4%Appl-3%Avgo+5%Tsm+3%Meta+2%;Sox+2.1%Mu+5%MrvlIntcAsmlAmatKlac+2% 川馬政策行情股:川皇欲課銅稅Fcx+5%, Btc$84.4kMstr+5%Hood+6%Tnx4.249;Djt+3%;SR:Lunr+7%Rklb+5%;Qc:Qubt+5%Qbts+4%; 中國開二會前:Hxc 3.7%Hsce3.5%Hsi3.3%Szi1.1%Ssi1%:美團+10%中芯小米+6%阿里+5% 美股台日韓股:Eem1% Nq0.3%RutGld0.2%Sp0DjiUso-0.4%;Twi0.5%Ks0.4%Two-0.1%Jnki-0.3%; Evb:Wolf+7%Pfm+5%Gm+4%Stm-3% ---- 2/25.憂停滯通脹川馬妖瘋股續重挫,特斯拉比特幣AI硬體製造鍊續領挫;EDT 展:Timtos,Mwc,Satellite,GTC,單車展 2/25.JL世股摘與前瞻:期金髮女郎憂停滯通脹;中二會:財報26Nvda,Aaoi-15% TG:Tsla-8%NvdaAvgo-3%GoogMetaMsft-2%;Sox-2.3%MrvlIntc-5%LrcxAmd-4%Arm-3%;AI-chain:Hw:Smci-12%Fujikurs-8%Asmc-7%Cls-4%LiteFitDell-3%,Np:Hitachi-8%Mhi-4%VstIhi-3%; Sw:App-8%Soun-6%Snow-4%PltrCrwd-3%; Tc:Btc$88.3k-8%Mstr-11%Hood-8%Ibit-6%Tnx4.298;Djt-7%;SR:Rklb-10%Lunr-9%Umac+8%;Uso-2.4%Nq-1.4%Gld-1.3%Sp-0.5%Rut-0.4%Dji0.4%Eem0.1%;Twi-1.2%Ks-0.6%Two0.2%Jnki0.3%;Hsce-1.4%Hsi-1.3%Szi-1.2%Ssi-0.8%Hxc0.6%:美團-5%阿里-4%小米+3% Qc:Rgti-11%Qbts-8%IonqQubt-5%;Nflx-3%;Wht+4%;Tol+4%Xhb+3% Evb:Wolf-9%Pfm-5%OnSsdiRivn-4%Alb-3% ---- 2/24.憂停滯通脹川馬妖瘋股續崩,芯片股科技股中概大跌;DNN黃主教佈道弱;EDT財報展:25風電;26Nvda,Aaoi;Mwc,Timtos,Satellite,GTC,單車展 2/24.JL世股摘與前瞻:期金髮女郎,憂停滯通脹;中二會前:Hxc-5.2% TG:Avgo-5%NvdaTsm-3%MetaTslaAmzn-2%;Sox-2.6%Mrvl-6%MuArmQcom-3%;AI-chain:Hw:Smci-8%ClsFitAamc-7%Anet-6%Vrt-5%Dell-3%,Np:Ceg-6%Vst-5%Pwr-4%; Sw:Pltr-10%Soun-9%Ai-6%SnowCrwd-4%; Tc:Btc$91.7kMstr-6%Tnx4.393;Djt:5%;SR:無人機Umac-18%Lunr-6%Rklb-6%;Uso0.8%Dji0.5%Gld0.3%SpRut0.1%Nq-0.3%Eem-1.3%;Twi-0.7%Ks-0.4%Two0.2%Jnki0.3%;HsceHsi-0.6%Ssi-0.2%Szi0.1%:聯想-5%騰訊百度-4%東方外海-3% Qc:Qmco-13%Qbts-12%Qubt-8%;LrcxSyna-3% 觀旅消:Nike+5%達航美航+2%;疫苗Mrna-5%; Evb:Rivn-8%Wolf-7%Ssdi+7%Pfm+5%;Aig+3% 川皇關稅護原物料:美鋁美鋼+2% ----- 2/21.憂停滯通脹大跌;DNN黃主教佈道無效; EDT財報展:25風電;26Nvda,Aaoi;Mwc, Timtos,Satellite,GTC,單車展 2/21.JL世股摘與前瞻:期金髮女郎;憂停滯膨脹川馬飆瘋股大崩跌:TG:Tsla-5% NvdaAvgo-4%GoogAmzn-3%MsfrMeta-2%;Sox-3.3%IntcMrvlQcom-5%ArmMu-4%Amd-3%; AI-chain:Hw:Amsc-11%Vrt-8%SmciAnetCls-5%Lite-4%,Np:VstCeg-8%Ccj-7%Nrg-5%Ihi-4%Mhi-3%; Sw:App-8%Crwd-7%Soun-6%PltrAiOrcl-5%SnowPanw-4%Panw-3%; Tc:Btc$96.2kHood-8%Tnx4.42;SR:UmacLunr-8%Rklb-7%;Uso-3.1%Rut-2.9%Nq-2.2%SpDji-1.7%Eem-0.3%Gld-0.1%;Ks1.7%Two0.4%TwiJnki-0.3%; Semi:Syna-5%LrcxKlac-3%;Qc:Qmco-8%Qbts-7%; 觀旅消:Ccl-5%Wht TgtCat-3%達航-6%美航-4%;TolXhb-3% Evb:Nxpi-4%OnGm-3%Wolf+8%;Unh-7% 川皇關稅護原物料:美鋁-8%Fcx-5%美鋼-3%; FR:阿里+15%;中二會前行情:大爛咖大狗熊翻續嘎低持續成飆股王: Hsce4.1%Hsi4%Szi1.8Hxc1.7%Ssi0.9:聯想+15%中芯+8%騰訊+6%小米+5%美團+4%;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;26.單車展;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教佈道亞洲總部,谷歌開發者大會 ---- 2/20.EDT財報展:09802; 財報:26Nvda,Aaoi; 2/20.JL世股摘與前瞻:期金髮女郎; FR:Wmt-7%Alibaba-3%Sedg-7%;Fi:Ms-5%GsJpm-4%Wfc-2%;TG:AvgoTslaAmzn-2%;Sox0%GfsSkh-3%ArmMrvl-2%Syna+3%Intc+1%;AI-chain:Hw:Amsc-8%Cls-5%Vrt-3%,Np:VstCegPwr-4%;Sw:App-9%Pltr-5%CrwdAiPanwOrcl-3%;Tc:Btc$98.5kHood-5%Tnx4.5;SR:UmacRklb-3%;Dji-1%Rut-0.9%%Nq-0.5%Sp-0.4%Gld0.1%Uso0.4%Eem0.9%;Ks1.7%Two0.4%TwiJnki-0.3%;Hxc1.6%Hsce-1.7%Hsi-1.6%SziSsi0:美團聯想-6%中芯-3%百度+3%;Ccl-6%Mrna-6% Evb:Stm+7%Txn+4%IfnnyLgesPfm+3%Wolf+8%;Qc:Qbts+13%;原物料:美鋁+3%美鋼-3% ----- 2/19.EDT財報展: iphone16e,EuroCis,日智慧能源週,18. Xponential德無人機展 2/19.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會關稅;妖風縮Smci+8%;川普砍國防Pltr-10%; FR:Sedg+16%Tol-6%;TG:Meta-2%;Sox1.2%Intc-6%Arm-4%MrvlSkh+4%Sse+3%;AI-chain:Hw:Anet-6%Lite-4%Aaoi+3%,Np:Ccj-3%;Sw:SnowSounAi-3%;Tc:Btc$96.5kMstr-5%Tnx4.535;SR:Umac+5%Lunr-3%;Uso0.6%SpDji0.2%Gld0.1%Eem-0.2%Rut-0.3%;Ks1.7%Two0.4%TwiJnki-0.3%;Szi1.9%Ssi0.9%Hsce-0.2%Hsi-0.1%中芯+8%美團-3%;美鋼+2%美鋁Fcx-2%Cop+2% Evb:Stm+8%NxpiOnPfm+7%Txn+5%Lges+4%Wolf+3%;Qc:QbtsQubt+8%Rgti+5%;2/14.EuroCis飛捷 ---- 2/18.EDT財報展:中二會前政策:Mwc,Timtos;Satellite,GTC,單車展,關稅:醫藥品汽車晶片延4/2. 2/14.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會關稅;歐增國防費軍工股領歐股創高,標指創高;併拆Intc+17%;再起妖風Smci+16%;FR: Bidu-8%Mrna+8%;26Nvda,Aaoi;TG: Meta-3%Avgo-2%;Sox1.7%MuGfs+7%Lrcx+5%;AI-chain:Hw:Dell+5%Anet+4%Lite+3%,Np:Ihi+6%Nrg+4%CegMhi+3%;Sw:Pltr+5%Soun+4%Orcl+3%App-3%;Tc:Btc$95.5kHood-7%Tnx4.544;SR:Umac-6%Lunr+3%;Gld1.7%Uso1.5%Eem0.6%Rut0.5%Sp0.2%Nq0.1%Dji0;Two1.2%Twi0.7%Ks0.6%Jnki0.3%;Hsce1.8%Hsi1.6%Szi-2%Hxc-1.3%Ssi-0.9%小米+7%;Nke+6%Unh-4% Evb:Alb+3%Wolf+8%;Qc:QmcoRgti-11%Iqno-10%;19.TkyBE;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;26.單車展;4月:川皇對等關稅開獎,22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ---- 2/17.EDT財報展:俄烏停戰歐增軍工領歐股創新高;17Grok3;18台積關稅;3/3.Mwc,Timtos ;Satellite,GTC,中二會,單車展;4/2.關稅 2/17.JL世股摘與前瞻:期金髮女郎;前瞻重建關稅: FR26Nvda,Aaoi;TG;Sox;AI-chain:Hw:,Np;Sw:;Tc:BtcTnx;SR;Twi1.5%Two1.1%Ks0.8%Jnki0.1%;Szi0.8%Ssi0.3%Hsi0%Hsce-0.1%騰訊中芯+4% Evb:Ski+5%Lgc+4%; ----- 2/14.EDT財報展:17.Grok3;18.台積關稅3/3.Mwc,Timtos;Satellite,GTC,中二會,單車展,4/2關稅 2/14.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會對等關稅:資金轉大狗熊中股原物料電子原料循環股;中股續衝Hsce4.1% Hsi3.7%Hxc2.3%Szi0.8%Ssi0.4%:中芯比亞迪騰訊+7%美團阿里+6%;美光+4%;黃主教棄Soun-28%; FR:Sony+9%App+8%Amat-8%26Nvda,Aaoi;TG:Nvda+3%;Sox0.1%Mrvl+3%ArmAsml-3%Intc-2%;AI-chain:Hw:Smci+13%Dell+4%AaoiFujikura-4%Anet-3%,Np:Ccj-4%Ihi-5%Hitachi+4%;Sw:Ai-4%; Tc:Btc$97.8kMstr+4%Tnx4.472;SR;Eem0.8%Nq0.4%Sp0Rut-0.1%Dji-0.4%Uso-0.8%Gld-1.5%;Twi-1.1%Jnki-0.8%Two-0.1%Ks0.3%;Aig-3%Lly-3% Evb:天齊鋰+4%寧德時代+3%AlbOnStmNxpi+2%Wolf+5%;LmtRtx-3%;Mrna+3%Pg-5%;Qc:Qmco-14%;19.TkyBE; ------ 2/13.資金轉大狗熊中股Intel原料電子循環股鋼鐵銅塑膠記憶體等;川皇關稅開獎豁免汽車德法股漲再嘴台積救英代爾,普丁邀川皇訪俄與憧憬重建題材;馬主教近現Grok3; EDT財報會展:Timtos, Mwc,Satellite,GTC;中國二會 2/13.JL世股摘與前瞻:期金髮女郎;FR:App+35% Hood+14%26Nvda,Aaoi;Tsm help?Intc+8%;TG: Grok3:Tsla+6%Nvda+3%Aapl+2%Tsm-2%;Sox1.3%Arm+6%Mu+4%Asml+3%LrcxAmatLkac+2%;AI-chain:Hw:Aaoi+8%Smci+7%Fit-6%,Np;Sw:Soun+9%Crwd+4%;Tc:Btc$395.8kTnx4.525;SR;Wolf+15%;Nq1.5%Rut1.2%GldSp1%Dji0.8%Eem0.6%Uso0.1%;Ks1.4%Jnki1.3%TwiTwo-0.4%;中國二會前行情Szi-0.8%Hsce-0.7% Ssi-0.4%Hsi-0.2%Hxc1.2%:小米-6%聯想-5%中芯比亞迪-4%百度+4%;達航美航-3%;Fcx銅+6% Evb:Rivn+7%LgesPfm+6%Alb+3%;Qc:Qmco-14%Qbts8%;Sedg+12%; ;19.TkyBE;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;4/22汽車領袖峰會;25上海車展;5/20.台北國際電腦展智慧運算機器人:黃主教等佈道宣佈亞洲總部,谷歌開發者大會 ---- 2/12.川皇關稅開獎與握旋俄烏加薩停戰與憧憬重建題材;中國二會前行情,Cpi超預期;EDT財報會展:AI峰會:谷歌吹妖,美晶片製造優先; 2/12.JL世股摘與前瞻:期金髮郎;AI峰會:谷歌吹妖 Qc:Qmco+30%Qbts13%;美護:Gfs+9%Intc+7% ;中股續衝二會前航情: Hxc+2.8%HsceHsi 2.7%Szi1.3%Ssi0.9%:阿里+8%比亞迪+7%天齊鋰+6%聯想贛鋒鋰+5%小米騰訊百度+4%; FR:Fujikura+10%Vrt -10%On+4%中芯+6%, 26Nvda,Aaoi;TG:Tsla+2%;Sox-0.2%Syna+5%MrvlMu-3%Tsm-2%;AI-chain:Hw:Aaoi-10%Anet-6%Fit+9%Smci+3%,Np;Sw:Pltr+4%;Tc:Btc$97.7kHood+5%Tnx4.637;SR:Umac+4%Lunr+3%;Uso-2.5%Rut-0.9%Dji-0.5%Sp-0.3%Nq0Gld0.1%Eem0.6%;JnkiKs0.4%TwiTwo-0.4%;Evb:Nxpi+4%Stm+3%;XomCopCat-3% ---- 2/11.EDT財報與會展Mwc,Timtos,衛星展,GTC;等川皇關稅開獎;妖瘋領跌;馬主教出價OA,Tsla嚇跌6%,12.台積在美董事會 2/11.JL世股摘與前瞻:期金髮女郎;FR:Gfs+6%, Smci-9%Aht:+7%,26Nvda,Aaoi; TG:Tsla-6%;Sox-0.1%Intc+6%Mrvl-3%;AI-chain:Hw:Aaoi-9%LiteClsAnet-3%,Np:Ceg-3%,Qc:Rgti-11%Qubt-10%Qbts-9%Qmco-6%;Sw:Soun-10%Ai-9%Pltr-3%;Tc:Btc$95.7kMstr-5%Tnx4.537;SR:Lunr-9%Rklb-8%Umac-4%; ;Uso1.1%Rut-0.5%NqEemGld-0.4%Sp0Dji0.3%;Ks0.7%Twi0.6%Two0.2%;Hxc+2.6%Hsce-1.3%Hsi-1.1%Szi-0.5%Ssi-0.1%:SmicBidu-5%;Evb:贛鋒鋰-4%天齊鋰-3%Wolf-7% ---- 2/10.EDT財報與會展Mwc,Timtos,衛星展,GTC;川皇關稅對台,台積?;Smci領妖瘋股再起?12.台積在美董事會 2/10.JL世股摘與前瞻:期金髮女郎:中股衝: Hxc+2.6%Hsce2.1%Hsi1.8%Szi1.1%Ssi+0.6%MeituanAlibaba+6%Bidu+5%Xioami+3%;FR:Mcd+5%On-8%;Pre:Smci+18%; 26Nvda,Aaoi;TG:Avgo+5%Nvda+3%Amzn+2%Tsla-3%;Sox1.5%MuIntcSsE+4%AmdAms+3%Syna-3%;AI-chain:Hw:Smci+10%Fujikura+7%Dell+6%Yaskawa+4%AaoiVrt+3%Lite-5%,Rklb+12%Lunr+8%Umac+4%,Np:IhiCeg+4%Qc:Qubt-6%Rgti-4%;Sw:Gme+10%PltrAi+5%Adbe+4%;Tc:Btc$97.8kTnx4.493;Uso2%Gld1.7%Eem1.2%Nq1%Sp0.7%RutDji0.4%;Twi-1%Two-0.8%Ks-0%Jnki0%;Fi:MsWfc-2% Evb:Ihi+4%Lges+3%Alb-3%;CvxXom+2%;AalDal-3%Nke+3%Bby+4%;關稅:美鋼+5%美鋁+2% ---- 2/7.EDT財報與會展Mwc,Timtos,衛星展,GTC;川皇關稅或對台與台積 2/7.JL世股摘與前瞻:期金髮女郎:中股衝;財報衝崩: Szi1.6%Hxc1.3%HsceHsi1.2%Ssi+1%Lenovo+6%Xioami+5%;FR:Lite-8%Mrvl-7%Syna-5%Amzn-4%; 11Smci26Nvda,Aaoi;TG:TslaGoogAvgo-3%ApplTsm-2%;Sox-1.8%,Arm-3%AmdMu-2%;AI-chain:Hw:Fit+5%AaoiFit-3%Smci+7%,Np:Ihi-8%;Sw;Tc:Lunr-5%,Btc$96kHood+5%Tnx4.487;Nq-1.4%Rut-1.2%DjiSp-1%Eem-0.1%Gld0.2%Uso0.5%;Twi1.1%Two0.7%Ks-0.6%Jnki-0.7%; Evb:Wolf-10%Tm-4%On-3%寧德時代容百+3%;Qc:QmcoRgtiQubt-4% ---- 2/6.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/6.JL世股摘與前瞻:期金髮女郎:中股衝,財報衝崩: Hxc+2.7%Szi+2.3%Hsce+1.6%Hsi+1.4%Ssi+1.3%中芯+7%聯想+5%; FR:Asmc+34%Swks-24%F-7%Ifnny+4%;Qcom-4%Arm-3%,Aht:Amzn-4%Lly+5%Lite-2%;11Smci,26Nvda,Aaoi ;TG:Nvda+3%;Sox0,Mu+3%Gfs-5%;AI-chain:Hw:Fit+10%Aaoi+8%Smci+7%Lite+4%;Sw:Pltr+10%Crm-5%;Np:CcjIhi-3%Pwr+4%;Tc:Djt+7%Btc$96.5kMstr-3%Tnx4.44;Nq0.5%;SpRutEem0.4%DjiGld-0.3%Uso-0.8%;Ks1.1%Two0.9%Twi0.7%Jnki0.6%; Evb:當升+8%贛鋒鋰+5%天賜容百+4%; Qc:Qmco-6%QbtsRgti-4%;Nke-4%Ibm-4%;X+4%Jpm+2%; ----- 2/5.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/5.JL世股摘與前瞻:期金髮女郎:OpenAI&Sb; FR:Amd-10%Goog-7%Nxpi+5%Tm+4%Ifnny+4%;Aht:Arm-6%Qcom-5%;11Smci,26Nvda; TG:Nvda+5%Avgo+4%Tsm+2%Tsla-4%;Sox+2.3%Mrvl+6%MuLrcx+3%;AI-chain:Hw:Smci+8%Vrt+7%Aaoi+4%AnetLiteDell+3%;Sw:App-3%;Np;Tc:Lunr-9%;Btc$96.7kMstr-3%Hood+3%Tnx4.422;Rut+1.1%Dji0.7%Gld0.6%Sp+0.4%Nq0.2%Eem-0.3%Uso-1.8%;Hxc-2.3%Hsce-1.1%Hsi-0.9%;Two1.7%Twi1.6%Ks1.1%Jnki0.7%; Evb:Pfm+5%Alb-3%;Qc:Qbts+8%;Nke-3%Ba+3% ----- 2/4.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/4.JL世股摘與前瞻:期金髮女郎;川皇對加墨關稅延世股V彈,中國報復美關稅港中概股噴中芯小米創高:Hsce3.5%Hsi2.8% Hxc2.7%:創高:中芯+8%小米+4%;聯想+7%美團百度+6%;Ks1.1%Jnki0.7%Twi0.4%Two-0.1%;FR:Pltr+24%,Ifnny+12%,Ss+3%,Prc:Syna-13%;Aht:AmdGoog-9%;5.Qcom,11.Smci;26.Nvda;19東京電池; TG:TsmTslaAmznAaplAvgoNvda+2%;Sox1.1%Amd+5%Arm+4%Mrvl-3%;AI-chain:Sw:Soun+10%Ai+8%AppSnow+4%;Hw:Smci+9%Fit+6%Aaoi+5%Fujikura+4%;Np:Ccj+6%Sedg+4%;Tc;Btc$98kTnx4.513;Eem1.8%RutNq1.4%Gld1%Sp0.7%Dji0.3%Uso-0.4%;港中概:聯想+7%騰訊阿里+4%;Mrna-4% Evb:Pfm-10%Lgc-7%Ssdi-6%StmF+3%;達航+3% 原料:美鋁+6%X+4% CvxXom+3%;3/3.MWC,台北工具機展;10.華盛頓衛星展;18黃主教GTC;4/22汽車領袖峰會;25上海車展;5/20.台北國際電腦展智慧運算機器人:黃主教等佈道宣佈總部 ---- 2/3.川皇對加墨中關稅,台日韓股重挫;後川延實施關稅,美股縮跌,續EDT財報與會展Mwc,Timtos,GTC 2/3.JL世股摘與前瞻:期金髮女郎;台日韓股挫:Twii- 3.5%JnkiTwo-2.7%Ks-2.5%;FR:Aht:Pltr+23%;4.Smci.5.Qcom 26.Nvda;TG:TslaTsm-5%AaplNvda-3%;Sox-1.8%SwksSkh-4%;AI-chain:Hw:AaoiFanuc-7%SmciYaskawa-6%VrtFujikura-4%Dell-3%;Sw;Np:Ccj-4%;Tc;Btc$101kMstr+4%Tnx4.506;Qcom-5%Qubt-4%Qbts-3%Ionq+3%;Eem-0.2%Rut-1.3%Nq-1.2%Uso-0.9%Sp-0.7%Dji-0.3%Gld0.7%; Hxc0.9%HhiHsei0;Smic+10%Alibb+6%;Mrna-7%; Evb:Pfm-10%Lgc-7%Ssdi-6%AlbOnStm-4%IfnnyGmTm-3%;TolTgtCat-3%; ----- ***JL.DeepSeek:1/21~31: 事件前後股市震盪 DS.1..1/21~27:前已轉弱,川皇勝選旋風壓迫央爸降息以救市,牛市疲露破綻,27空頭用DS為由大轟崩跌,28揀便宜反彈; ---- 1/27.DeepSeek襲龍尾小年夜春吶變盤;台長假;EDT:TG財報 1/27:JL世股摘與前瞻:期金髮女緩着;30美央爸會; DeepSeekShock:TG:NvdaAvgo-17%Tsm-13%Goog-4%Aapl+3%MsftTsla-2%;Sox-9.2%Mrvl-19%AsmMu-12%Arm-10%Amat-7%AsmlKlacAmd-6%Lrcx-5%;AI-chain:Vrt-30%LiteAnet-22%Aaoi-15%Orcl-14%Fit-SmciFit-13%Asmc-10%GlwDell-9%SounFii-8%藤倉-7%App-6% CscoPltrAi-5%;Npp:Vst-28%Ceg-21%Pwr-18%Ent-16%Ccj-15%Nrg-13%;Btc$101kHood-7%Djt-10%Tnx4.528;Uso-2.1%Eem-1.8%納-3.1%標-1.5%Gld羅-1%道0.7%日-0.9%;國企+1%港+0.9%Hxc0.1%深-1.3%滬-0.1%;Qc: QbtsQubt-10%Rgti-8%;Drone:Umac-12%Space:Lunr-8%;Aa-7%;防守股:Mcd PgTgtCostWhtNkePfe+3%;FRS28.GmBaWmt; 29.TslaAsmlMsftMetaIbm;30.AaplIntc ;31CvxXomSs ---- EDT:TG財報季 1/24:JL世股摘與前瞻:期金髮女緩着;24日央爸升息1碼至0.5%日圓升至155; 30美央爸會;財報:德儀-8%,30.Tsla;Hxc+3.7%國企2.1%港1.9%深1.2%滬0.7%;小米+7%中芯+6% ;TG:Nvda-3%; Sox-1.9%Intc-3%Arm-2%;Ai鏈,受惠:Aaoi-6%Vrt-5% Ai-4%Soun-3%Fit+6%;Btc$105kMstr-5%Tnx4.626;Eem0.7%Gld0.6%Uso0.5 %標羅道-0.3%;韓0.9% 日-0.1%;Space:Lunr+4%Rklb-4%;Evb:NxpiOn-3%Wolf+5%;Semi:AmatAsmlLrcx-2% ----- 川皇轉吹降油價增關稅降公司稅壓央爸降息激股 1/23:JL世股摘與前瞻:期金髮女緩着;24.日央爸會,30美央爸會;財報:美航-9%;川皇AI基建股緩,改吹降油價增關稅降公司稅央爸降息: Arm-7%Orcl+6%;TG:Meta+2%;Sox-0.5%Mu-4%AsmlAmat-3%;Ai鏈,受惠: Mrna+10%Nflx+3% Fit-4%藤倉+5%;電廠核電:三菱重工+9%Ceg+4%Vst 日立+3%;Btc$105 kTnx4.638;道0.9%標羅0.5%納Eem0.2Gld-0.1% Uso-1.5%;韓-1.2%;滬0.5%國企-0.2%深港-0.4%Hxc0.1%;QC:Qmco-6%Qbts-4%;Drone:Umac-7%Space:Rklb+7%;Gm+3%;美鋁-4%; ---- EDT川皇登基吹AI基建蓋念股衝馬主教股失寵 1/22:JL世股摘與前瞻:期金髮女緩着,24.日央爸,30美央爸會;財報Nflx+10%;川皇登基吹AI基概衝: Arm+16%Orcl+6%;TG:NvdaMsft+4%Tsm+2%Tsla-2%;Ai鏈:AaoiFii+10%Fit +9%AppAnet+7%PltrVrt+ 4%;核電Ccj+5%; Tnx4.599;Sox1.7%納1.3%標0.6%Gld0.5%道 0.3%Eem0.1%羅-0.6% Uso-0.8%;日1.6%台1%韓1.2%台店0.8%;國企-2%港 -1.6%深-1%Hxc-0.7%滬-0.9%;失寵幣馬等Btc$102k-3%Mstr-3%;QC:Ionq-8%Qmco-4%Qubt-3%;太空火箭Rklb-5%;新能源受害股:SedgRivn -5%AlbEnph-4%Gnrc-3%;Mrna+7%; ---- EDT川皇登基川交易小飆逃命波甚嘎邪惡波輝達市值回首,盤後吹AI基建 1/21:JL世股摘與前瞻:期金髮女緩着;23台股長假,24.日央爸升息30.美央爸會;川登基嘎小飆:QC: Rgti+42%Qbts+19%IonqQubt+17%Qmco+14%;太空火箭無人機Rklb+30% Lunr+24%Umac+14%; Djt-11%;AI鏈:Soun+21% Orcl+7%VrtSmci+5%;核電:Vst+8%Nrg+7%; TG:Tsm+3%NvdaAmzn+2%Aapl-3%;Btc$106kMstr-2%Hood+4%Tnx4.574;Sox1.3%Arm+4%SynaMu+3%中芯+6%;羅1.9% Gld1.6%Eem1.1% 道1.2%標0.9%納0.6% Uso-1.7%;日0.3%台0.1韓-0.1%台店-0.2%;國企1.2%港0.9%深0.3%滬-0.1%;軍工Rtx+4%Lmt +3%;刪電動車補助Evb:Gm+6%TmIfnny+3%Alb-4%Pfm-10%Ebm-9%Lgc-5%;Cat+4%BbyTgt+3%;達航+4%Nke波音+3%Mrna+5% ------ ***EDT台積財報領設備股開高倒貨留上影;憧憬川登基效弱:債續漲TG蘋果輝達領轉弱 1/16:JL世股摘與前瞻:期金髮女緩着;財報:魏主教佈道增擴廠台積領設備開高倒貨留上影Tsm+4 %Amat+5%LrcxKcla+4%Asml+3%,Sox0.2%;17.黃主教尾牙?台2.3%台店2%韓1.2%日0.3%;23台股長假,24.日央爸升息?財報:Ms+4%Chf+17%刺激Lvmh+9%;憧憬20.川登基川馬妖瘋轉弱Tnx4.606, Btc$10k;TG:Aapl-4%Tsla-3%Nvda-2%;Uso-1.7%納 -0.9%標道-0.2%羅0.2% Eem-0.1%Gld0.7%Vnq2%;Qmco+15%Inqo+5%Qubt-6%%;無人Umac+4%; 港國企1.2%深0.4%滬0.3%Hxc0.2%;Unh-6% AIE:Ceg+5%Vst+3%;Evb:Rivn+4%Txn-5%On-3%;30美央爸降息?2/19.東京電池3/3.MWC;台北工具機展;16黃主教GPT --- EDT財報與川登基:川馬妖瘋再起;Cpi緩-股債幣妖股衝拉,財報衝美光金融 1/15:JL世股摘與前瞻:期 金髮女緩着,Cpi緩拉幣債股衝20.川登基-川馬妖瘋二春吶?Tnx4.653; Btc$100kHood+9%Mstr+5%;TG:Tsla+8%Meta+34%NvdaAmznGoogMsftTsm+3%Aapl+2%;財報Wfc+7%MuGs+6%Ms+5%,16台積:憧憬魏主教佈道黃主教尾牙:Sox1.7% Syna+9%Arm+5%AmdQcomIntc+3%;Uso3.3%納2.4%羅2%標1.8%道1.7% Eem1.3% Gld0.8%; ;長假避險尾?23台股長假,24.日央爸升息?川馬妖瘋: 量子復活:Qubt+55% Qmco+49%Ionq+33%QutsRgti+22%;Wolf+39%;太空Lunr+14%;AI鏈: Soun+9%Aaoi+9%App+4%;無人機Umac+8%; 機器人Fanuc+6%; 台-1.2%台店-0.3韓0日-0.1%;Hxc1%深-0.8%滬-0.4%國企0.4%港0.3%;加州重建:美鋁+4% HdTol+3%Xhb+2% AIE:CegNrg+4%;Rivn+5%;中芯+6%;30美央爸降息?2/19.東京電池3/3.MWC; 台北工具機展;16黃主教GPT ----- 憧憬川登基拉幣,炒PPI復降息預期,抖音難民擠爆小紅書打臉祖主教,中股台股塑化狗熊翻 1/14:JL世股摘與前瞻:期金髮女軟着,Ppi降減通膨預期增降息預期;川馬妖瘋透支春吶行情憧憬黃主教尾牙魏主教佈道20.川登基拉幣美元強亞歐幣弱; 長假避險?財報:Lly-7%,16台積;23台股長假,30央爸會;Tnx4.788;中股狗熊翻:深4.2%滬2.5%國企Hxc2.1%港1.8%美團+5%小米+3%;川馬妖瘋:量子: Rgti+48%Quts+24%Qubt+14%Qmco+7%;Gme-10%;無人機Umac+8%;Btc$ 96.8kHood+5%Mstr+4%;AI鏈:VrtAaoi-4%;TG: Meta-2%(美抖音難民擠 爆小紅書)Nvda-1%; Sox0.5%;Eem羅1.1% 道Gld0.5%標0.1%納-0.2%Uso-0.7%;台1.4%台店1.3%韓0.3%日-1.8% AIE:Vst+5%CegNrg+3%;Ccl美航+3%; TolXhb+3%Aig+2% Ebv:Ebm+8%寧德 時代容百+4%;2/19.東京 電池;3/3.MWC;台北工具機展;16黃主教GPT ------ 黃主教佈道後續殺,台股補重挫,傳問題微軟砍AI單,祖教主嘴量子 1/13:JL世股摘與前瞻:期金髮女軟着,20.川登基將增關稅,預期通膨增,美元強亞歐幣弱;川馬妖瘋透支春吶行情黃主教佈道後續殺;長假避險?尾牙黃巡,16.台積財報;Tnx4.803 ;川馬妖瘋股續回:量子:Qbts-34% Rgti-32%Qubt-28% QmcoQubt-24%lonq-14%;無人機Umac-15 %; 太空Rklb-11%Lunr-5%; AI鏈:Soun-9%Aaoi-8% SmciAiFit-5%VrtDell-4%Djt+22%;Btc$94.6k;Gld-1%Eem-0.7%納-0.4%羅0.2%標0.2%道0.9% Uso+2%;港-1%國企-0.8% Hxc-0.4%滬-0.2%深0.1%;台店-3.1%台-2.3%韓-1%; Mrna-17%;美航-4% TG:Tsm-3%Nvda-2%Tsla+2%;Sox-0.9%Skh-5%Mu-4%;美鋼+3%Xom+3% AIE:Ceg-9%Vst-3%;Ebv:Alb+6%On贛鋒鋰+4% 中芯+6%;Lmt+3% ;Unh+4% ---- 黃主教佈道後續殺,跌回川勝選川馬妖瘋透支春吶行情前,台股或避長假 1/10:JL世股摘與前瞻:期金髮女軟着,20.川登基將增關稅中股續挫,預期通膨增債股重挫避險油金衝;川馬妖瘋透支春吶行情黃主教CES佈道後續殺回原點; 加州火災影響股;長假避險?尾牙黃巡,16.台積財報;23台股長假,30央爸會; 川登基:通膨預期增債股挫 Uso+4.3%Gld1%Tnx4.776;羅-2.2%Eem-1.7% 納道-1.6%標-1.5%;川將增關稅中股續挫,Hxc-3.1% 深-2.2%滬-1.3%國企-1.2%港0.9%;日-1.1%台店-0.3%韓-0.2% 川馬妖瘋股續回:量子: Qmco-13%Rgti-11%Qubt-9%lonq+7%;Lunr-5%; Umac+5%;AI鏈與應用: Soun-6%Orcl-5%Fit FiiDell-4%AppAdbe-3%;Btc$93.8k,Mstr-1%;TG:Nvda-3%AaplAvgo-2%;Sox-2.4%Amd-5%Intc-4%ArmMrvl-3%;Nflx-4% 加州火災:金融股挫: GsMs-3%BacWfc-2%; 房產維修相關股挫: Vnq-3%TolXhb-2% AIE:Ceg+23%Ccj-4%; Semi:AmatSynaLrcxSwks-3%;達航+9%美航+4% Ebv:Wolf-14%Ebm-9%On-7%Tm-4%Stm-3%LgesPfm贛鋒鋰天齊鋰-3% 2/19.東京電池;3/3.MWC;台北工具機展;16.黃主教GPT; ---- 美股休/黃主教佈道後續跌台股回挫,或避長假 1/9:JL世股摘與前瞻:期金髮女軟着;10.12月營收;尾牙,長假?16.台積財報;黃尾牙;20川普登基川馬妖瘋?23台股長假,30央爸會 台店-2.1%台-1.4%日-0.9%韓0;港國企 -0.2%深-0.6%滬0.3% --- 黃主教佈道後續殺 1/8:JL世股摘與前瞻:期金髮女軟着;;10.12月營收;尾牙,長假?16.台積財報;黃主教尾牙;20川普登基?23台股長假,30央爸會;川馬飆風:黃主教CES佈道後續殺 量子重災:Rgti-45% Qubt-43%Ionq-39%Qbts-36%Qmco-30%;無人機Umac-16 %;AI鏈與應用: Soun-16%Ai-7%SmciFit- 5%Pltr-3%;太空:Lunr-6%; Wolf-17%;Btc$94.9k-4%,Mstr-3%;Tnx4.693;TG:Tsm-2%;Sox-1%Amd-4%Gfs-4%Syn-3%Mu-2%;Uso -1.1%羅Eem-0.5%納 -0.1%標0.2Gld0.5% 道0.3%;韓1.2%日台店 -0.3%台-1%港-0.9% 國企-0.8%Hxc-0.7%深-0.3%滬0;小米-4%騰訊-3%;Mrna-9% AIE:Sedg-15%Ceg-5% Ebv:On-7%Rivn-5%StmIfnny-4%Alb-3%;Fxc+3% ----- 黃主教佈道後殺 1/7:JL世股摘與前瞻:期金髮女軟着;川馬飆風:黃主教CES布道前衝晶片股小妖會後殺;10.12月營收;尾牙,長假?16.台積財報;20川普登基?23台股長假;量子:Qmco-13% QbtsRgti-6%;無人機Umac-11%;AI應用: Soun-10%Pltr-8%App-7%;太空Lunr-9%;Smci-6% Btc$97k-5%,Mstr-10%Ibit-6%Hood-5%;TG:Nda-6%Tsla-4%Tsm-4%Avgo-3%AmznMeta-2%;Tnx4.683; Sox-1.8%納-1.9%標-1.1% Eem羅-0.7%道0.1% Gld0.6%Uso1.1%;日2%台店0.6%台0.4%韓0.1%;港國企-1.2%Hxc-0.2%滬0.7%深1.6%,騰訊-7%小 米-6%;流感:Mrna+11%; AIE:Sedg+8%Ceg Pwr-3%Ccj-5% ---- 黃主教佈道前噴 1/6:JL世股摘與前瞻:期金髮女軟着;1/7.Ces黃主教布道衝晶片股;10.12月營收;川馬飆風輪回幣馬量子續衝;尾牙,長假效應?16.台積財報;20川普登基?23台股長假,30美央爸會: 量子:Qbts+12%Ion q+7%Qmco-5%;Smci+9%TerVrtStmIfnnySedg+7%Aaoi-10%PltrRivn-5%Soun-4%;Btc$102.5k,Mstr+12%Ibit+4%;TG:Tsm+5%Meta+4%NvdaGoog+3%Amzn+2%;Tnx4.618;Sox+2.8%MuSkh+10%Asml+8%ArmKlac+5%LrcxAmat+4%Amd+3%Intc-3%;Dell+4%;台2.8韓1.9%台店1.2%日-1.5%;納1.2%標0.6%Eem0.4%Gld 羅道-0.1%Uso-0.8% Hxc-1.6%港-0.4%國企-0.3%滬深-0.1% Ebv:Skiet+7%AlbGm+4% AIE:Ceg+5%Ccj+3%Ihi-5%;美鋼+8%Fcx+2%;美航+3% ---- 1/3:JL世股摘與前瞻:期金髮女軟着;川馬飆風:幣馬休後衝,輪回噴太空核能; 1/7.Ces黃主教布道尾牙,長假效應?10.12月營收,16.台積財報;20川普登基?23台股長假,30美央爸會: Rivn+24%Lunr+13%Rklb+15%Amsc+12%Smci+11%Wolf+8%AiPltrAaoiVrt+6%Umac+5%;Ionq+11%Qubt-7%Rgti-5%Vst+8%Nrg+6%Ceg+4%;Btc$97.7k,Mstr+13%;TG:Tsla+8%Nvda+4%Tsm+3%;Tnx4.596;Sox+2.8%Skh+6%Arm+10%MrvlAmatLrcxAmd+4%KlacMu+3%;國 企1%港0.7%深-2.7 %滬-1.6%Hxc0.9%;台店0.1%台0.3%韓1.8%;納 1.8%羅1.7%Uso標+1.3% Eem0.9%道0.8%Gl d-0.8%;美鋼-7%美鋁-6% Ebv:EbmSkiSkiet+7%Pfm+6%Lgc+5% --- 川馬飆瘋馬踢鐵板,量子核能衝,夢CES黃主教佈道 1/2:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?10.12月營收淡季長假備?16.台積財報: Rgti+31%Qmco+5%Quts+14%Qubt+13%;Sedg+9%VstCeg+8%AppLunr+6%AsmcVrt+4%Umac-5%Fii-4%Aaoi-3%;Btc$96.8k,Mstr+4%;TG:Tsla-6%Aapl-3%Nvda+3%MetaTsm+2%;Tnx4.575;Sox+0.8%Syna+8%ArmMu+4%Mrvl+3%;滬國企-2.7%深-2.6%港-2.2%Hxc-1.5%中芯-9%;台店-1.2%台-0.9%韓0;Uso1.8%Gld1.4%羅0.1%Eem-0.1%納標-0.2%道-0.4%;Gm美鋼-4%Ebv:天賜-4%寧德時代容百-3%;Nke波音-3% ---- 年終作帳收尾小飆妖無人機量子領哭 12/31:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,年終作帳尾 無人機領哭Umac-13%;量子Qmco-13%Qubt-11% QbtsRgti-10%Ionq-6%;1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?Soun-13% Rklb-3%;Btc$93.7k,Mstr-4%;TG:Tsla-3%Nvda-2%;Tnx4.573;Sox-0.9%Arm-2%;深-2.5%滬-1.6%港0.3%國企0.1%Hxc+ 0.4%;納-0.9%標-0.4 %道-0.1% 羅0.1%Eem-0.3% Gld0.6%Uso+1%;台店0.6%台-0.7%;美鋼+10%,疫苗:Mrna+6%;Evb:當升贛鋒鋰-4%
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8/21:JL世股摘前瞻:市場觀望鮑爾22談話,川皇續打甚猴急打Cook;谷歌新機;預炒輝達28財報;川泡小飆 Bmnr-8%Ethz-8%Open+12%;Md:Umac+9%Srfm+7%Airo+6%Hag+4%Rhm+3%;Qc;918央爸降息;財報:Wht-4%;910.憧憬蘋果新品;119中美關稅;黃: Btc$113kGld-0.4%Crcl-4%;AI.chain-h&s.w.:Alab+3%Aaoi+8%;Np;TG:MetaTsla-1%;Sox-0.5%;Tnx4.33Spi-0.4%NqDji-0.3%Eem-0.2%Ru-0.2%Uso0.8%;Mrna-4%Aal-3%;台店1.8%台1.4%韓0.4%三星-4%,日-0.7%;金龍1.4%滬0.1%深-0.1%港-0.2%國企-0.4% 8/20:JL世股摘前瞻:川皇入股Intc-7%Mu-4%三星-3%;入股Softbank-9%;川泡小飆股魔咒:Ethz -26%Open-11%Soun-6%;21央爸們會;918央爸降息;財報Tgt-6%;28輝達;谷歌手機,910.憧憬蘋果新品;119中美關稅;黃主教股:Nvts-3%;Md:Airo-4%;QcBtc$114kGld1%Fig+7%Bmnr+5%;AI.chain-h&s.w.:Aaoi-4%Dell-5%Ai-4% App-3%;Np:Ccj-5%Ihi-4%;TG:AaplAmznTslaTsm-2%AvgoGoog-1%;Sox-0.7%ArmSyna-2%;Tnx4.296Nq-0.7%Ru-0.3%Spi-0.2%Eem-0.1%Dji0Uso1.7%;Mrna-4%Aal-3%;台-3%台店-2.3%日-1.5%韓-0.7%;滬1%深0.8%港0.2%國企0.1%金龍0.3% ----- ***科技股大修*** 8/19:JL世股摘前瞻:JL夏夢巨星魔咒軍工挫回熊市RklbHag-9%R3nk-8%;JL夏夢小飆股魔咒:川泡群小魔亂舞:幣衍小飆股重挫:Aaoi-13%Soun-10%PltrBmnrFigRgtiIonq-9%Alab-8%Atnf-7%Kolo-5%;軟銀投20億美元Intc+7% ArmAmd-5%;20台北機器人展,21.央爸們會;9/18央爸降息;財報:28.輝達;9/10.憧憬蘋果新品;119中美關稅;黃主教股:CrwvNvtsInnos-4%;Md:Hwa-7%AiroRhmMp-5%LunrShldSrfmMp-4%;Qc:QbtsQubt-7%; Btc$113k-3%Gld-0.6%MstrHood-7%Coin-6%CrclDjt-5%Ibit-3%; AI.chainh&s.w.:Smci-6%ClsVrt-5%Anet-4%,AppOrcl-6%Ai-5%;Np:IhiCcj-4%;TG:AvgoNvdaTsm-4%MetaAmznTsla-2%Msft-1%;Sox-1.8%Mrvl-6%Syna-3%;Tnx4.302Nq-1.5%Uso-1.2%EemRu-0.8%Spi0.6%Dji0;日0.8%台台店0.25%韓-0.8%;金龍-0.9%國企-0.3%港-0.2%深0.1%滬0 ---- 8/18:JL世股摘前瞻:台股24482+0.6%創高,續炒降息泡:日股新興市美股英股世股續創高,迷因續噴;川皇鋼鋁50%晶片關稅三百趴:三星電-3%海力士-2%韓-1.5%美鋁-5%;Intc-4%救利多出盡;19.川澤歐會;20台北機器人展:炒動機器人股,21.央爸們會;918央爸降息;財報:Syna+6%28.輝達;910蘋果新品 川泡群小魔亂舞:迷因鎖碼小飆股:Open+19%Aaoi+17%Atnf-7%;Md:Airo+9%Hag+4%;Qc;日穩定幣立法利多出盡 Btc$116kGld-0.1%Atnf-7%BmnrCrcl-5%Fig-4%;黃主教股:Crwv-3%Nvts-2% AI.chainh&s.w.:Soun-5%;Np:KoloIhi-3%;TG:Meta-2%TsmTsla+1%;Sox0.4%;Tnx4.341Eem0.6%Uso0.5%Ru0.4%SpiNq0Dji-0.1%;日0.8%台店0.2%韓-1.5%;深1.8%滬0.9%金龍0.4%港-0.4%國企-0.1% ---- 8/15:JL世股摘前瞻:川皇炒入股Intc+3%;Unh+12%巴菲特等抄底;Sedg+17%Run+33%川普打太陽能未如預期;15普川會,20台北機器人展,21.央爸們會;財報Amat-14%(Lrcx-7%Klac-8%),Csco-4%;川泡群小魔亂舞:黃主教: Nvts-5%Inos+17%;Btc$118kGld0.1%Atnf-7%Bmnr-4%Crcl+7%Fig+4%;Open+4%;Md:Airo-4%Srfm-7%Rklb+3%Umac-6%;Qc:Rgti-7%Qbts-6% AI.chain-h&s.w.:Aaoi+6%,Soun-6%Crm+4%;Np:Oklo-4%Enr-3%;TG:TslaAvgo-2%;Sox-2.3%MrvlMu-4%;28.輝達;憧憬蘋果新品;918央爸會;119中美關稅;Tnx4.328EemDji0.1%Spi-0.3%Nq-0.4%Ru-0.6%Uso-1.3%,Mrna+5%, LlyAal+3%WfcMs-3%;日1.7%台0.4%台店0.2%韓0;深1.6%滬0.8%金龍0.7%港國企-1% --- 8/14:JL世股摘前瞻:PPI打臉川皇炒降息泡幣大回;川皇炒入股Intc+7%;15普川會,北京機器人運動會,20台北機器人展,財報:聯想-6%Lunr-14%Lite-5%;川泡群小魔亂舞:黃主教:Crwv-16%; Btc$118kGld-0.6%Atnf-29%Crcl-9%Fig-7%MstrIbit-4%;Open+26%;Md:Airo+6%Umac-6%;Qc:Rgti+4% AI.chainh&s.w.:Aaoi-9%,Vrt-4%,YaskawaE,Cls-3%Shop-4%AppAi-3%;Np:Oklo-5%Mhi-6%;TG:Amzn+3%;Sox-0.1%Swks+2%;28.輝達;憧憬蘋果新品;918央爸會;119中美關稅;Tnx4.293RuEem1.2%Dji0SpiNq0Uso1.8%,Nflx+4%;日-1.5%台-0.5%韓0台店0.9%;金龍-2.2%深-0.9%滬-0.5%港-0.4%國企-0.2% ---- 8/13:JL世股摘前瞻:川皇宣稱該降至1%炒降息泡,幣世股美日股再創高散户瘋小飆股;中國再發國補港恆國企+2.6%金龍2.1%深1.8%滬0.5%;15普川會,北京機器人運動會,20台北機器人展,財報: Crwv-18%Vrt-4%Crcl-7%Srfm+16%Ai+10%騰訊+5%;瘋降息川泡群小魔亂舞:黃主教:Nvts+6% ;Md:Airo+4%;Qc:Rgti+6% Btc$124kGld0.3% Atnf+4%Hood-5%Fig-7%;28.輝達;憧憬蘋果新品 AI.chain-h&s.w.:Cls-4%Fii+9%Orcl-3%App-4%Adbe+4%Soun+3%;Np:Enr-5%Ccj-4%PwrCeg-3% TG:Aapl+2%Amzn1%MsftTsmMetaAvgo-1%;Sox0.9%mdNxpi+5%On+4%Swks+3%Mu-3%;Tnx4.238Ru2%Eem1.2%Dji1%Spi0.3%Nq0.1%Uso-0.7%TolXhbUnh+4%Tm+3%Alb+5%GmCclDisNke+3%;日1.3%韓1.1%台0.8%台店0.94%;阿里+6%寧德時代+4%比亞迪+3% ---- 8/12:JL世股摘前瞻:CPI溫和續炒川皇降息預期股衝新高續股幣衍泡;美瘋降息預對日關稅未疊加日股噴+2.2%;15普川會,北京機器人運動會,20台北機器人展,瘋降息川泡群魔亂舞: Open+7%黃主教: Crwv+6%Nvts+5% Md:Umac+7%Hag+4%LunrMp+3%Hwa-3%Rklb4%;Qc:Qbts+7% Btc$120kGld-0.1% Atnf+207%BmnrFig+7%Fig+5%財報:Lite+4%;28.輝達;憧憬蘋果新品 AI.chain-h&s.w.:AaoiFii+9%Alab+7%HpqCls+4%SmciVrt+3%Panw+4%Sap-4%;Np:Oklo+9%Vst+5%Enr+4%Nrg+3% TG:MetaAvgo+3%MsftTsmGoogAapl+1%;Sox3%Nxpi+7%OnStm+6%IntcSynaIfnnyTxn+5%Gfs+4%LrcxMuKlacAsml+3%;Tnx4.293Ru3%Nq1.4%Eem1.2%DjiSpi1.1%USO-1.2%Aal+12%Dal+9%Tol+3%XhbUnh+4%Aa+7%GsBac+3%Ms+2%Tm+3%Alb-3%;台店0.9% 台0.1%韓-0.5%;金龍1.1%深滬0.5%港國企0.3%中芯+5% --- 8/11:JL世股摘前瞻:川皇炒降息預期股幣衍泡;立武拜川皇:Intc+4%;中美關稅延90天;15.普川會,北京人型機器人運動會;川皇401准投川王子加持續炒小飆幣衍泡割韭菜:Btc$119k Gld-1.4%Bmnr+15%Fig+6%Coin+3%;川泡群魔亂 舞:Open+18%;Md:LunrSrfm+3%Rhm-5%;Qc:Ionq+7%;黃主教Crwv+8%;財 報:Ai-26%Soun+17%;中國反內卷寧德時代鋰礦停工三個月,贛鋒鋰+10%Alb +7%Pfm+8%;28.輝達;憧憬蘋果新品;918央爸會 AI.chain-h&s.w.:Aaoi-3%Crm-3%Pltr-2%;Np:Oklo-5%Enr+4% TG:Tsla+3%;Sox-0.1%Ss+4%;Tnx4.273Uso0.7%Ru-0.1%NqSpiEem-0.3%Dji-0.5%;台0.5%台店0.2%韓-0.1%;深1.4%滬0.3%港0.2%國企-0.1%金龍-0.2% ---- 8/8:JL世股摘前瞻:川皇端米蘭再推降息炒股幣衍泡,在美生產免關稅蘋果+ 4%美光+6%中芯-8%;15.普川會;川皇401准投續炒幣衍泡Bmnr+25%;財報: Soun+26%Ai-20%Snow-7%Syna+6%;28.輝達;憧憬蘋果新品;關稅施美銀等喊滯脹通膨起;918央爸會 川泡群魔亂舞:Open MpAlab+5%, Md:Hag-6%HwaUmac-5%R3nkSrfm-4% 黃主教Crwv+7%; 幣衍泡:Btc$117k Gld0Crcl+4% AI.chain-h&s.w.:Lite+5%ClsCscoHpqDell+3%Smci-4%Aaoi-3%App+4%Pltr+3%;Np:Oklo-5% TG:TslaGoog+2%Nvda+1%;Sox0.8%Swks+4%IfnnyLrcx+3%ArmMrvl+2%;Tnx4.258Nq1%Spi0.8%Dji0.5%Ru0.2%Eem-0.1%Uso-0.2%;Alb+8%Tm+4%FcxNflxUnh+3%Bac+2%;日+1.9%韓-0.6%台 台店-0.4%;國企-1%港-0.9%滬0.1%深金龍-0.3% ---- 8/7:JL世股摘前瞻:川皇端米蘭再推降息泡吹股幣衍泡美元自求多福,在美產免100%關稅Tsm+5%,多投千億美元蘋果+3%;川皇要陳立武下台Amd+6%Intc-3%;財報:App+12%Lily-14%;美銀等喊滯脹通膨拐起;28.輝達;憧憬蘋果新品川泡群魔亂舞Fig-13%Mp+5%;Md:Rhm-8%R3nkHwa-6%HagLunr-4%;Qc;黃主教:Crwv+10 %Nvts+7%;川皇401帳准投續炒幣衍泡:幣泡:Btc$117kGld 0.8%Bmnr+7%HoodMstrDjt+5%Crcl-5% AI.chain-h&s.w.:FujikuraDell+5%Aaoi-4%Crwd-6%AiCrwPanw-3%;Np:Oklo-5%Nrg+3%Alb+4% TG:;Sox1.5%AsmlLrcxKlacAmatMu+3%Gfs3% ;Tnx4.244Eem0.8%Nq0.4%Spi-0.1%Ru-0.3%DjiUso-0.5%;Ip+4%Aig-3%;台2.4%日+0.7%韓0.9%台店-0.4%;金龍1%港0.7%國企0.6%滬0.2深-0.2% ----- 8/6:JL世股摘前瞻:半導體關稅100%,在美生產可豁免盤後Tsm+3%,逼蘋果多投資美國千億美元Aapl+5%,九月降息機率增美元走貶;財報: Alab+29%Shop+22%Anet+17%Smci-18%Open-25%Nrg-14%Amd-6%;28.輝達;憧憬蘋果新品; 川泡群魔亂舞Fig +14%Srfm-5%;Md:Lunr-8%Airo-6%Umac-5%;Qc:QbutQbts-4%;黃主教: Inos-9%Nvts-6%; 幣泡:Btc$115kGld -0.2%Bmnr+16%Crcl+5% AI.chain-h&s.w.:Aaoi+8%Pltr+4%App+3%;Np:Vst-4%Ccj+3%Mhi+5% TG:AmznTsla+4%Avgo+3%;Sox-0.2%MrvlSyna-3%;Tnx4.22Nq1.1%Spi0.7%Eem0.5%Dji0.2%Ru-0.2%Uso-1.6%;Wmt+4%CostTgtMcdNflx+3%Lly-3%; 日+0.6%韓0台店-0.4%台-0.9%;深0.7%滬0.5%港0國企-0.2%金龍-0.6% ---- 財報盤後Smci-16 %,Amd-6%;黃主教乾兒子Nvts-16% 8/5:JL世股摘前瞻:傳川對台降關稅條件台積併英代爾:Tsm-3%Intc+4%;財報:Aht:Smci-16 %Amd-6%;Nvts-16%Gfs-9%Crcl-7%Coin-6%Klac-4%Pltr+8%Oklo+10%Ifnny+4%,28.輝達;7.關稅日?半導體關稅?憧憬蘋果新品; 川泡群魔亂舞Fig-11 %Srfm-3%;Md:Umac+8%Airo-4%;Qc:Qbut+8%Qbts+7%Ionq+5%;黃主教: Inos-7%Crwv+6% 幣泡:Btc$114kGld 0.1%Mstr-4%Bmnr+7%; AI.chain-h&s.w.:AaoiLite-3%Soun+5%App-4%;Np:Mhi+6%Ceg-3% TG:AvgoMeta-2%NvdaMsft-1%;Sox-1.1%Arm-2%;Tnx4.196Ru0.6%Eem0.3%Dji-0.1%Spi-0.5%Nq-0.7 Uso-1.5%;韓1.6%台店1.4%台1.2%日0.6%;滬1%港國企0.7%深0.8%金龍-0.6%;Ssd+10%Pfm+9%;Unh+4%Aal+3% ---- 炒預期降息泡慢拍散戶飆小飆追巨頭 8/4:JL世股摘前瞻:九月降息預期增債跌散戶衝迷因小魔與巨星輝達;財報: On-16%,Aht:Pltr+5%,28.輝達;7.關稅生效?半導體關稅?憧憬蘋果新品;川泡群魔亂舞 Open+17%Srfm+12%Fig-27%;Md:Airo+13%Umac+10%Lunr+6%;Qc:Rgti+12%QbutIonq+4%: 幣泡:Btc$115kGld +0.6%MstrHood+6%;黃主教:Inos+30% AI.chain-h&s.w.: AphLite+4%ClsSmciAaoi+3%Soun+5%PltrApp+4%Ai+3%;Np:Oklo+7%CegNgr+4%CcjVst+3% TG:NvdaMeta+4%AvgoGoog+3%TslaMsftTsm+2%;Sox1.8%MrvlAmdMuKlacSyna+3%;Tnx4.2Ru2.1%Nq2%Spi1.5%Dji+1.3%Eem1%Uso-1.7%;Tol+3%韓0.9%台-0.2%台店-0.1%日1%;金龍1.3%港國企1%港0.9%深0.8%滬0.7%;聯想+5% ---- 就業數字差股幣衍大跌,川火掉發佈者 8/1:JL世股摘前瞻:增交易稅韓指-3.9%;就業數差股幣大跌,川皇火掉發佈人;財報:Coin-17%Amzn -8%Aapl-2%;半導體關稅?28.輝達財報:憧憬蘋果新品;川泡群魔亂舞Open+14 %Fig+6%Srfm-5%; Md:AiroLunr-5%Hwa-6%Umac-4%;Qc:Qbts-5%Ionq-4%:Np:Hitachi-9%Oklo-7%Enr-4%CcjPwr-3% 幣泡:Btc$113k-2% MstrBmnr-9%Crcl-8%Djt-4%Hood-3%;黃主教Nvts+9%Crwv-9% 川皇踹藥Mrna-8%Unh-3% AI.chain-h&s.w.:Aaoi-6%Anet-5%DellSmci-4%VrtCls-3%Snow-8%Ai-5%Orcl-4%CrmAppPltrAdbe-3% TG:MetaTsmAppl-3%NvdaTslaAvgoMsftGoog-2%;Sox-1.4%Mrvl-7%Skh-6%MuSyna-4%ArmAmd-3%;Tnx4.22Uso-2.7%Nq-2.2%Ru-2%Spi-1.6%Dji-1.2%Eem-0.7%;Fi:Bac-4%Wfc-3%;DalAal-4%;Aa-5%Cop-3% 台-0.5%台店0.9%日1%;金龍-2.2%港-1.1%國企-0.9%滬-0.4%深0; ---- Te-18%領半導體設備崩,川泡群魔亂舞Fig+250%,川皇踹藥股 7/31:JL世股摘前瞻:財報:TE-18%(Arm-13%KlacAmat-5%AsmlLrcx-4%)Meta+11%Msft+4%Ip-13%Qcom-8%Hoya-9%Unh-6%Mu-5%;Aht:Coin-10%Amzn-6%Aapl+2%;Pce回升;台關稅初20%;半導體關稅;川逼減藥價股崩:Mrna-8%Nov-5%Lly-3%;憧憬蘋果新品; 川泡群魔亂舞:Open-11%Srfm-6%Fig+250% 幣泡:Crcl-4%Hood-3%Btcc$115k-3%; 黃主教Crwz+11% AI.chainh&s.w.:Fujikura+6%SmciIbm-3%App+8%Panw-5%;TG:TslaAvgo-3%Goog-2%;Sox-3.1%Gfs-5%TxnSwksIfnny-4%Intc-3%;Tnx4.36Uso-1.8%Ru-0.o9%Dji-0.7%Eem-0.6%Spi-0.4%Nq0;台0.3%台店0.2%韓-0.3%日1%;國企-1.7%港-1.6%深-1.4%滬-1.2%金龍+0.7%;NkeTgt-3% ----- 7/30:JL世股摘前瞻:財報會(微軟高通蘋果亞馬遜):Ter+19%Gnrc+20%TT-8%Panw-5%;Aht:Meta+10%Msft+8%Arm-9%Qcom-5%;美央爸不降息;8/1關稅限:中美延,韓15%印度25%,半導體?銅價崩Fcx-9%;憧憬蘋果新品;川泡群魔亂舞迷因: Open+6%Srfm-5%;Md:Rklb+6%Rhm+3%Hwa+5%;Np:Oklo+7%IhiVst+5%CegEnrNrgMhi+4%;幣泡:Bmnr+8%Crcl+5%Gld-0.8%;Btc$118;黃主教Crwz-5%Nvts-4% AI.chain-h&s.w.:Aaoi-5%Smci+4%Fujikura+9%; TG:NvdaAvgo+2%;Sox0.8%Mrvl+7%Syna-4%Nxpi-3%;Tnx4.376Nq0.2%Spi-0.1%Dji-0.4%Ru-0.5%Eem-0.7%Uso1.6%;韓0.6%台1.1%韓0.7%台店0.1%日-0.8%;港-1.4%國企-1.2%深-0.7%滬0.2%金龍-1.8%;Byd-6%中芯-6% --- 7/29:JL世股摘前瞻:財報會(關稅效應:下修前景或漲價;微軟臉書高通蘋果亞馬遜): Cls+17%Glw+12%Nvo-22%Unh-7%(Lly-6%)Ba-4%;美對歐關稅15%歐元歐股跌美元美債漲油漲;台軍備局無人機招標說明會未來二年500億;27中美關稅;29美央爸會;8/1關稅限;半導體關稅;憧憬蘋果新品;川泡群魔亂舞迷因: Open-12%Srfm-9%Mp-6%;Md:LunrUmac-8%Airo-4%Rklb-3%Rhm+3%Hwa+5%;Qc:Rgti-7%Qubt-5%;Np:Oklo-6%Enr+3% 幣泡:Bmnr-9%Djt-5%Hood-3%Gld-0.2%;Btc$118;黃主教Nvts-12%;AI.chain-h&s.w.:Aaoi-3%PanwSounAi-5%;TG:Meta-2%Aapl-1%;Sox-0.1%Amd+2%;Tnx4.33Ru-0.6%Dji-0.5%Nq0.4%Spi0.3%Eem0Uso3.9%;韓0.6%台店-1%台-0.9%日-0.8%;深0.5%滬0.3%國企-0.3%港-0.2%金龍-1.4%;Mrna-4% Alb-4%Sedg-8%Gm-3% ---- 7/28:JL世股摘前瞻:財報:Puma-19%關稅打擊;微軟臉書高通蘋果亞馬遜;美對歐關稅15%;下單三星+7%Tsla+3%Asml+3%KlacAmat+2%市佔大增Amd+4%;台罷免失敗;軍備局說明會無人機500億招標;27中美關稅;29美央爸會;8/1關稅限;半導體關稅公佈;憧憬蘋果新品;川泡群魔亂舞 Mene:Srfm-12%Open-8%Mp+3%;Md:Umac-7%HagR3nkAiroRklb-5%Rhm-3%;RbQc:Qbts-3%;幣泡: Bmnr-12%Crcl-4%Gld-0.7%;Btc$118;黃主教Crwz-5%Nvts-3% AI.chain-h&s.w.:Aaoi-7%Smci+10%Vrt+4%AnetLite+3%Soun-4%;TG:Nvda+2%Avgo+1%Tsm-1%;Sox1.6%:TxnQcomNxpi+2%Txn+3%On+3%Tnx4.42Nq0.3%Spi0Dji-0.1%Ru-0.2%Eem-0.7%Uso3.1%;韓0.4%台店0.3%台0.2%日-1.1%;港0.7%深0.5%國企0.3% 滬0.1%金龍-0.7%;Alb-11%;Nke+4% ----- 7/25:JL世股摘前瞻:財報:Intc-9%(Amd +3%);微軟臉書高通蘋果亞馬遜;川泡群魔亂舞: 迷因Open+5%Srfm +3%;E;Md:Umac-4%;Rb:Yec-6%Fanuc-5%;Qc:Qbts-5%;幣泡:Bmnr-5%Mstr- 2%Hood+3%Gld-0.6%;Btc$117k;黃主教Crwz-4%;26Waic;27中美關稅;29美央爸會,8/1關稅限;憧憬蘋果等新品;Pwr+4% AI.chainh&s.w.:VrtAaoi+5%ClsSmci+4%Pltr+3%;TG:Tsla+4%Tsm+2%;Sox0:On+3%AsmlArm+2%Tnx4.386Dji+0.5%SpiRu0.4%Nq0.2%Eem-0.3%Uso-1.6%;韓0.2%台店0.1%台0日-0.9%;國企-1.2% 港-1.1%金龍-0.9%滬-0.3%深-0.1% ---- 7/24:JL世股摘前:財報季:Stm-16%(On -7%Ifnny-6%)TslaIbm-8%Ai-11%Aal-10%Lvmh-2%;川踏央行續霸凌央爸造降息泡;佈道能源AI:Oklo+11%Mhi +6%;Rb:Fanuc+4%Yaskawa+6%;AI.chain-h&s.w.:Aph+4%Cls-3%; 川泡群魔亂舞:迷因泡沫 Open+6%Srfm+14% 幣泡:Crcl-5%Bmnr +6%Gld-0.6%;Btc$118k;Md:Umac+6%Lunr-4%;Qc:Qubt-3%;黃主教:Crwz-5%;狗熊翻; 26大罷免;27.中美談關稅;27.Waic;29.美央爸會,8/1關稅限;憧憬蘋果等新品; Unh-5%Bhp-2% TG:NvdaAvgoAmzn+2%;Sox0.1%Intc-4%Gfs-2%Amd+2%;Tnx4.408Rut-1.4%Dji-0.7%Eem-0.5%Spi0.1%Nq0.2%Uso1.1%;日1.6%台店1.5%台1.4%韓0.4%;國企1.8%港恆1.6%金龍-1.5%滬0深-0.4% ;CclTol-3%;Lges+9%Alb+7%贛鋒鋰+8% ---- 7/23:JL世股摘前:財報季: 德儀-13%Sap-5%;盤後:特斯拉-5%,谷歌+2%; 川佈道AI能源泡能源AI衝高走低領標指那指創高:Oklo+9%VstEnr+6%Nrg+4%Sedg-9%Enph14%;Rb:Fanuc+12%Yaskawa+11%; AI.chainh&s.w.:ClsSoun+8%VrtSmci+4%AppLiteAnet+3%;NvdaTsmAvgo+2%;日關稅15%:日經+3.5%Tm+14%Gm+9%; 川泡群魔亂舞:Open-20%;幣泡:Mstr-3%Gld1.2%;Btc$119k;Md:Lunr+19%Rtx+5%Umac+4%Airo-3%;Qc:Qbts+15%;黃主教:Crwz-3%;26大罷免;27.Waic;29.美央爸會,8/1關稅大限;TG;Sox0OnStm-5%Amd+3%;Tnx4.388 Rut1.5%Dji1.1%Eem1%Spi0.8%Nq0.6%Uso-0.1%;日3.5%台店1.5%台1.4%韓0.4%;國企1.8%港恆1.6%金龍0.8%滬0深-0.4%騰訊+5%;Mrna+6%Ccl+3%CvxCop+2%;GsJpm+2%Aig-2% ---- 7/22:JL世股摘前:賭財報季Lmt-11%;24.特斯拉,微軟;川泡群魔亂舞:擬取消賣房資本利得稅續吹房泡再圖利自己財團:Tol+11%Xhb+6%;黃主教:Crwz+4%;幣泡法過: Crcl9%Djt+3%Gld+1%;Btc$120k;Md:Rhm-3%Airo+4%;Qc:QubtIonq-6%QbtsRgti-4%;川佈道AI能源;狗熊翻:打臉川Sedg+11%;26.大罷免,27.Waic;29.美央爸會,8/1關稅大限;憧憬蘋果等新品 AI.chain-h.w.:Aaoi-7%ClsLite-4%DellSmci-3%;S.w.:App-4%Soun-3%CrwdOrclPltr-2%;Np:Mhi+6%Ihi+5%;TG:AvgoNvda-3%Tsm-2%;Sox-1.8%Klac-5%MuLrcx-4%ArmAmat-3%Asml-2%On+3%;Tnx4.336Rut0.8%Dji0.4%SpiEem0.1%Uso-0.3%Nq-0.4%; 台店-2.4%台-1.5%韓-1.3%台店-0.3%日-0.1%;深滬0.6%港恆0.5%國企0.4%金龍1.7%;Evb:Alb+8%Byd+5%Gm8%;Mrna+6%;Tgt+5%Bhp+4%Aa+3%;Wfc+3%; ---- 7/21:JL世股摘前:逼空那標指微創高;川泡群魔亂舞:黃主教:Nvts+25%;Open+312%(6交易日);幣泡幣法過轉跌:Bmnr-7%Hood-5%Crcl3%Djt+3%Gld1.5%;Btc$117k;Md:Lunr-9%RklbAiroUmac-8%;Qc:Qubt-9%; 川佈道AI能源:Oklo-9%; 狗熊翻:Sedg+11%; 賭財報季?谷歌+3%;24.特斯拉,微軟;26.大罷免,27.Waic;29.美央爸會,8/1關稅大限;憧憬蘋果等新品 AI.chain-h.w.Vrt-2%;S.w.:Soun-7%;Np;MpSrfm-7%; TG:Avgo+2%;Sox0.1%ArmQcom+3%AsmlMrvl-2%;Tnx4.372Eem0.7%Nq0.4%Spi0.1%Dji0Rut-0.4%Uso-0.5%;Vz+4%Aa+2%;韓0.7%台-0.2%台店-0.3%;深1.1%滬港恆0.7%國企0.6%金龍-0.3%%美團寧德時代+3% ---- 7/18:JL世股摘前:川法過加退休金炒幣泡佈道AI與能源:Vst+6%Ceg+4%; 群魔亂舞:幣泡Btc$118kGld0.3%;Hood+4%Mstr-6%Crcl-5%Djt-3%;Qc:Qbts-5%;Md:Umac-8%Airo-5%;黃主教: Nvts+8%Crwv-7%;財報:Nflx-5%,特斯拉24;狗熊翻Sedg+5%;26.台大罷免,29.美央爸會,8/1關稅大限 AI.chain-h.w.Dell+53%Aaoi-3%;S.w.:;Np;Pfm+20%;Mp+5%;Srfm-10% TG:Tsla+3%Tsm-2%;Sox-0.1%Mrvl+4%Amd-2%; ;Tnx4.42NqEem0.1%UsoSpi0Dji-0.4%Rut-0.1%;台1.2%日台店韓-0.2%;國企1.5%港恆1.3%金龍0.6%滬0.5%深0.4%;憧憬蘋果等新品:富士達 --- 黃魏雙主教佈道恐慌趕頂 7/17:JL世股摘前:黃主教北京佈道領那指標創高Nvda173+1%;魏主教佈道 財報會:Tsm245.6+4%創高,設備材料衝鋒,帶動超級無敵大狗熊翻:環晶台勝科中美晶漢磊等嘉晶漲停;群魔亂舞:幣泡Btc$120k;Bmnr-7%Qbts+14%Qubt+7%;Md:Rklb+8%Lunr+9%HwA+5%;黃主教:Crwv-6%;;29.美央爸會,8/1關稅大限 AI.chain-h.w.Vrt+5%AnetAaoi+3%;S.w.:AiSoun+6%Orcl+3%;Np:Enr+5%Oklo+3%;Alb+8%,Pfm+11% TG:Avgo+2%;Sox0.9%ArmMrvl+3%Mu-3%Skh-9% ;Tnx4.463Uso1.3%Rut1.2%Nq0.8%Eem0.6%SpiDji0.5%Gld-0.2%;台店1.2%日0.6%台0.3%韓0.2%;深1.4%金龍1.2%滬0.4%國企港恆-0.1%;憧憬蘋果等新品 ---- 川法會群魔亂舞幣衍泡量子計算軍工能源等勝AI 7/16:JL世股摘前:川皇續霸凌鮑爾期降息吹泡;財報季來:Asml-8%;新車法會Tsla+4%;17.台積-設備材料先衝;群魔亂舞:幣泡Btc$119kCrcl+19% Bmnr+12%Djt+6%Hood+4%Mstr+3%;Rgti+30%;Md:Airo-5%Umac+10%Rklb+7%;Srfm+4%; 黃主教:Nvts;狗熊翻:Abf南電漲停;29.美央爸會,8/1關稅大限;川皇賓州大能源法會:Oklo+6% Vst-4%Ceg-3% AI.chain-h.w.;S.w.:Soun+4%Orcl+3%; TG:;Sox-0.4%Mu-3%Mrvl-2%Arm;Tnx4.455Gld0.6%Rut1%DjiEemGld0.5%SpiNq0.3%Uso-0.1%;台0.9%台店0.2%日0韓-0.9%;金龍-1.4 %深國企-0.2港-0.3 %滬0 ---- 川主教大法會衝頂行情:准黃主教恢復賣中H20輝達創高領那指創高趕頂,衝賓州能源大法會 7/15:JL世股摘前:黃主教中國佈道得川皇恢復准賣H20領漲輝達領那指創高:NvdaTsm+4%Amd+6%;川皇續霸凌鮑爾期降息吹泡;8/1關稅大限;;財報季來:Wfc-5%;17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118kCrcl-5% Bmnr-3%;Qubt-7%;Md:AirUmac-3%Rklb+3%;Srfm:-11%;稀土Mp:20% 黃主教:CrwzNvts+6% 狗熊翻:台股Abf南電欣興等漲停;29.美央爸會 AI.chain-h.w.:Lite+6%Smci+7%;S.w.;Np:Oklo-2%; TG:Avgo+2%;Sox1.3%;Tnx4.489Eem0.7%Nq0.2%SpiGld-0.4%Uso-0.5%Dji-1%Rut-2%;Dal-4%MrnaAa-4%Fcx-3%;Lly-3%Tol-5%;台1%台店0.8%日0.6%韓0.4%;金龍2.8%國企1.7%港恆1.6%深0.6滬-0.4%阿里+7% ---- 川皇主教法會衝頂行情:幣法會幣衍品衝頂 7/14:JL世股摘前:川皇續霸凌鮑爾期降息吹泡;川皇幣法會比特幣創高;川皇能源法會:Kolo+11%;8/1關稅大限;17.黃主教北京佈道;財報季來17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118kCrcl +9%Mstr+4%;Qubt+9%Qbts+7%;Md:Umac-4%Rklb+11%;黃主教小股: Crwz+5%;狗熊翻;醜媳見公婆匯損;29.美央爸會 AI.chain-h.w.AnetVrt+2%:;S.w.:App+6%Pltr+5%;Np:MhiIhi+4%Ccj+3% TG:0;Sox-0.9%Mu -5%QcomGfs-2% Tnx4.427Rut0.7%Nq0.3%EemDji0.2%Spi0.1%Gld-0.4%Uso-2.2%;韓0.8%日-0.2%台-0.6%台店-0.8%;國企0.5%港恆滬0.3%深0.2%金龍0.7% ---- 7/11:JL世股摘前:川皇續霸凌鮑爾降息期降息吹泡,黃主教訪中賣降規品,輝達連三日創高市值晉4兆美元,馬主教Grok 4消息衝股價那指標指再創高;比特幣創高迎川皇幣法會;財報季來17.台積-設備材料先衝;群魔亂舞:幣泡Btc$118k Bmnr-12%Crcl-8%;QubtIonq-9%;Umac+39%Airo+30%;17.黃主教北京佈道;黃主教股續吃土: Crwz-9%Nvts-7%; 狗熊翻;醜媳見公婆匯損;29.美央爸會關稅大限8/1 AI.chain-h.w.AnetVrt+2%:;S.w.:Panw-7%SounCrwd-5%;Np:CegCcj+3% TG:TslaAmznGoog+1%;Sox-0.2%Stm+4% Tnx4.346Rut-1.2%Dji-0.6%SpiEem-0.3%Nq-0.2%Uso2.台店0.6%台0.3%韓日-0.2%;港恆深0.5%滬0國企0.2%金龍-0.4%; Mstr+3%Gld1%;Md:;Qc;Aal-6%Nke-6% ---- 7/10:JL世股摘前:川皇幣法預期將過關,川皇續霸凌鮑爾降息期降息吹泡,股幣再創高:群魔亂舞:幣泡Btc$115kBmnr-31% 財報:Aal+13%Dal+12%; 黃主教股:Crwz-10% Nvts-3%;狗熊翻Abf 南山欣興;醜媳見公婆匯損大立光;17.台積-設備材料先衝;29.美央爸會;Nflx-3% AI.chain-h.w.Vrt-6%:;S.w.:Panw-7%SounCrwd-5%;Np:Enr-3%Okla+3% TG:Tsla+5%;Sox+0.8%Amd+4%Skh+6%Stm+4% Tnx4.346Rut0.5%Dji0.4%SpiEem0.3%Nq0.1%Uso-2%韓1.6%台0.7%台店0.1%日-0.4%;金龍0.9%國企0.8%港恆0.6%滬0.5%深0.3%;Mrna+5% Gld0.2%Hood+4%;Md:Umac+7%AiroLunr+3%;Qc:Rgti-4%;Cm:FcxBhp+4%Aa+3%;Evb:Alb+5%Pfm+5%LgesSki+4% ----- 7/9:JL世股摘前瞻黃主教 Nvda162.9+1.8%再創高挑戰4兆美元;幣創高Bmnr-40%;黃主教股:Nvts-2%;Q2財報照妖醜媳見公婆匯損;10大立光,17.台積-設備材料先衝 AI.chain-h.w.:Aaoi+4%ClsAnet+3%;S.w.:Ai+4%PltrApp+2%;Np:Vst+4% TG:AvgoTsmMeta+2%;Sox+0.4%GfsMu-2% Tnx4.342Rut1.1%Nq0.9%Spi0.6%Dji0.5%Uso0Eem-0.2%;台店1.1%台0.7%韓0.6%日+0.4%;國企-1.3%金龍港恆-1.1%滬深-0.1%;憧9月蘋果等新機 Btc$111k創高Gld0.5%Hood+4%Ibit+3%;Md:HwA+4%Ba+4% ----- 7/8:JL世股摘前瞻:狗熊翻:Intc+7%Soun+12%Mrna+9%-川新政;黃主教股: Nvts+7%Crwz-5%;群魔亂舞:幣泡:Bmnr+4%;電商戰:Amzn-2%;關稅公佈後韓+1.8%日+0.3%;深1.3%國企1.2%港恆1.1%金龍滬0.7%;17.台積財報設備材料;Q2財報匯損;生技展;Alb+7%; AI.chain-h.w.:Smci+4%Fii+10%;S.w.:Ai+3%;Np:Nrg-5%OkloCcjEnr-4% TG:Tsla+1%;Sox+1.8%Gfs+7%On+6%Mu+4%StmSynaIfnnyNxpi+3% Tnx4.415Rut0.7%UsoEem0.6%Nq0Spi-0.1%Dji-0.4%;台台店-0.3%; Btc$109kGld-1%;Qc:Qbts-5%;Cm:CopCvx+34%Fcx+3%;Fi:BacJpm-3% ----- 7/7.JL世股摘前瞻:馬設新黨Tsla-7%;關稅大限延8/1,為中洗產地加關稅;群魔亂舞:幣衍泡:Bmnr-20 %Crcl+10%;黃主教股:Nvts-5%Crwz-3%;Q2財報匯損;17.台積財報設備材料 AI.chain-h.w.:Aaoi-8%ClsSmciHpq-3%;S.w.:Pltr+4%Soun+3%Ai-3%;Np:Oklo+4%Enr+3% TG:TsmGoog-2%;Sox-1.9%ArmMrvl-5%On-4%QcomSynaSwksNxpi-3%AmdMuGfsIntc-2%;Tnx4.395Rut-1.6%Eem-1.4%DjiNq-0.9%Spi-0.8%Uso1.7%;台店-1.2%台-0.5%韓0.2%;金龍0.6%滬國企0港-0.1%;Tm-4% Btc$108kGld-0.4%; Gme-4%;Md:Umac-9%Lunr-4%Rklb+9%YasakawaE-10%;Qc:Qubt-6% ---- 7/4.美股休市,東亞股:韓-2%台店-1.3%台-0.7%日-0.6%;港-0.6%國企-0.5%深-0.4%滬0.3% ---- 7/3.JL世股摘前瞻:大而美減稅法過,輝達+1%領那指+1%標指0.8%再創高:羅小+1%道+0.8%;關稅日9;狗熊翻:Sedg+17%Intc+3%; 群魔亂舞:幣衍泡沫: Bmnr+130%Crcl+6% Btc$109kGld-0.7%; 黃主教股:Qbts+5% ;Q2財報匯損;17.台積財報設備材料;29.美央爸會; AI.chain-h.w.:Aaoi+7%VrtCls+3%;S.w.:Crwd+4%Orcl+3%;Np:OkloPwr+4%VstCcj+3% TG:AvgoAmznMsft+2%;Sox0.7%;Md:Umac+8%;Tnx4.348Eem0.5%Uso-0.5%;韓1.3%台店0.7%台0.6%日-0.6%;國企-0.9%港-0.6%金龍0.4%滬0.2%深1%;憧9月蘋果新機 --- 7/2.JL世股摘前瞻:關稅日9:越南20%以上標那指創高幣金油衝,惠Nke+4%;除息潮;4.減稅法惠Tsm+4%;川馬又緩?Tsla+5%;川皇鬆對中車用晶片Stm+5% NxpiOn+4%;群魔亂舞: Bmnr+27%Mstr+8%Hood+6%Crcl-8%;黃主教股: Rgti+15%lonq+12%Qubt+11%Qbts+8% Q2財報匯損;17.台積財報設備材料 AI.chain-h.w.:Aaoi+5%Cls+4%Smci+3%;S.w.:Soun+7%AiOrcl+5%Adbe-3% TG:Nvda+3%AaplAvgo+2%;Sox1.9%AmatSyna+3%KlacLrcx+2%Intc-4%Mrvl-3%;Alb+8% Btc$109kGld+0.6%;Md:Rklb-4%Okla-3%;Dc:F+4%,Ccl+4%;FcxAa+4%Cop+3%;Sedg+8%;Mrna+6% Uso2.3%Rut1.3%Nq0.9%Spi0.5%Eem0.4%Dji0Tnx4.293;日-1.2%韓-0.5%台0.1%台店0.3%;港0.6%國企0.5%金龍0.1%滬-0.1%深-0.7%;Unh-6%;Aig-4% ---- 7/1.結帳前後直接變臉 7/1.JL世股摘前瞻:除息潮;炒4.減稅法過;9:關稅日或延:半年報後巨星回: Airo-8%UmacOklo-7%Enr-6%RhmVrt-5%;黃主教股:NvtsCrwv-4%Ionq-7%; 群魔亂舞巨星:幣衍Mstr-8%Bmnr+36%收長上影(高70收46) Q2財報匯損;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:ClsVrt-5%SmciLite-4%Anet-3%Hpq+4%;S.w.:AppPltr-4%CrwdSnow-3%;Np:Ceg-5%VstIhi-4%CcjNrgMhi-3% TG:Tsla-5%Avgo-4%NvdaMeta-3%;Sox-0.7%Amd-4%Arm-3%Swks+4%;Uso1.1%Rut1%Dji0.9%Eem+0.2%Nq-0.8%Spi-0.1%Tnx4.251;台1.3%韓0.6% 台店0.4%;滬0.4%深0.2% Btc$105kGld+0.9%;Md:HwaRklb-4%;Qc:Rgti-4%;Dc:Gm+6%F5%;Mc+6%Tgt+5%AalNke+3%;Xhb+4%Tol+3%;Unh+5%;Cop+3%;BacWfc+2%;Sedg+5%;Mrna+3% --- 6/30.JL世股摘前瞻:憧憬4.減稅法過炒股;9:關稅日或延;半年報作帳(台幣尾急貶):標指那指創高:巨星: Umac+8%PltrOrcl+4%Airo+3%;群魔亂舞巨星:幣衍Hood+10%Mstr+5%, 黃主教點股:Qubt+11%; Q2財報匯損;除息潮;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:AnetSmci+3%;S.w.:Soun+9%App+5%;Nrg+3%;財報Ski+25% TG:AvgoAapl+2%TslaAmzn-2%;Sox0Arm-2%;Dji0.6%NqSpi0.5%Eem+0.3%Rut0.1%Uso-0.2%Tnx4.23;日0.8%韓0.5%台-1.4% 台店-1%;深1.1%滬0.6%國企-1%港-0.9%金龍-0.5%; Btc$107kGld+1.2%;Md:Hwa-5%;Qc:IonqRgti+7%;Dc:Ccl+3%Gs+2% ---- 6/27.JL世股摘前瞻:中美關稅框架,關稅日或延,減稅法將過等激輝達領標指那指創高金Gld-1.8%; 但半年報作帳轉結帳:巨星軍工:Pltr-11%Airo-8% Rhm-6%Lunr-4%;游資濫,群魔亂舞巨星結帳:穩幣Crcl-16%黃主教點屎股結帳;作帳尾翻:Nke+15% ;季節暑假股Linepay連二日漲停,Ba+6%Ccl+4%;美元貶台日歐幣升;;7/4.減稅法,8:關稅日或延;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:Aaoi-6%Smci-3%;S.w.:App-4% TG:Amzn+3%GoogTsmNvda+2%;Sox0.1%Mrvl-4%Arm+5%;Dji1%NqSpi0.5%EemUso-0.4%Rut0Tnx4.283;日1.4%台0.4%台店0.2%韓-0.8%;滬-0.7%國企-0.5%港-0.2%深0.4%金龍0.2%;憧9月蘋果新機 Btc$107k;Md:IhiHitachi+5%EnrMhi+3%;除息潮 ----- 6/30.JL世股摘前瞻:憧憬4.減稅法過炒股;9:關稅日或延;半年報作帳(台幣尾急貶):標指那指創高:巨星: Umac+8%PltrOrcl+4%Airo+3%;群魔亂舞巨星:幣衍Hood+10%Mstr+5%, 黃主教點股:Qubt+11%; Q2財報匯損;除息潮;17.台積財報設備材料;29.美央爸會;憧9月蘋果新機 AI.chain-h.w.:AnetSmci+3%;S.w.:Soun+9%App+5%;Nrg+3%;財報Ski+25% TG:AvgoAapl+2%TslaAmzn-2%;Sox0Arm-2%;Dji0.6%NqSpi0.5%Eem+0.3%Rut0.1%Uso-0.2%Tnx4.23;日0.8%韓0.5%台-1.4% 台店-1%;深1.1%滬0.6%國企-1%港-0.9%金龍-0.5%; Btc$107kGld+1.2%;Md:Hwa-5%;Qc:IonqRgti+7%;Dc:Ccl+3%Gs+2% ---- 6/27.JL世股摘前瞻:中美關稅框架,關稅日或延,減稅法將過等激輝達領標指那指創高金Gld-1.8%; 但半年報作帳轉結帳:巨星軍工:Pltr-11%Airo-8% Rhm-6%Lunr-4%;游資濫,群魔亂舞巨星結帳:穩幣Crcl-16%黃主教點屎股結帳;作帳尾翻:Nke+15% ;季節暑假股Linepay連二日漲停,Ba+6%Ccl+4%;美元貶台日歐幣升;;7/4.減稅法,8:關稅日或延;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:Aaoi-6%Smci-3%;S.w.:App-4% TG:Amzn+3%GoogTsmNvda+2%;Sox0.1%Mrvl-4%Arm+5%;Dji1%NqSpi0.5%EemUso-0.4%Rut0Tnx4.283;日1.4%台0.4%台店0.2%韓-0.8%;滬-0.7%國企-0.5%港-0.2%深0.4%金龍0.2%;憧9月蘋果新機 Btc$107k;Md:IhiHitachi+5%EnrMhi+3%;除息潮 ---- 6/26.JL世股摘前瞻:半年報作帳巨星:軍工:北約增國防預算至GDP 5%: Airo+15%Lunr+13%Rklb+12%Rhm+7% 作帳尾超級無敵狗熊翻: Enph+13%Mrvl+7%FcxAlb+6%Sedg+5%嘉聯益台揚漲停;季節暑假股;鮑爾國會聽證再憂關稅滯川皇再霸凌美元貶台日歐幣升;游資濫,群魔亂舞:Crcl+8% 黃主教:Ionq+8%Crwv-6%;7/8:檢驗關稅;Q2財報匯損;17.台積財報:設備材料前行;29.美央爸會 AI.chain-h.w.:AaoiSmci+6%Anet+5%Dell+5%Lite+3%;S.w.:Ai+5%Soun+4%App+3%;Np:Nrg+5%Ccj+4%;Aa+6%Bhp+3% TG:AvgoMetaAmznGoog+2%Tsm+1%;Sox0.9%Asml-2%;Uso1%Rut1.7%Nq1%Dji0.9%Spi0.8%Eem0.7%Tnx4.281;日1.7%台0.3%台店0韓-0.9%;國企港0.6%滬-0.2%深-0.3 %金龍-0.3%;Gs+3% Btc$107kGld-0.1%;Md;Dc:CclNkeCat+3% ----- 6/25.JL世股摘前瞻: 降息交易;半年報作帳:巨星黃主教股東會佈道股價創高市值第一Nvda+4% ;作帳落後股狗熊翻領衝:Amd+4%;憂關稅滯; 游資氾濫,群魔亂舞: Airo-10%Crcl-11%; 黃主教:Crwz-8%Nvts -4%Kolo-8%Ionq-7%;7/8:檢驗關稅;Q2財報匯損;17.台積財報:設備材料前行; 台1.1%台店0.8%日0.4%韓0.2%;深1.4%國企1.2%港1.1%滬1%金龍-0.6%; Uso0.4%Nq0.3%Eem0.1%Spi0Dji-0.3%Rut-1.2%Tnx4.293;TG:Tsla-4%Goog+2%Tsm+1%;Sox1%;AI.chain-h.w.:Aaoi+13%Smci+9%Cls+4%;S.w.:AppSoun-3%;Np; Btc$107kGld0.3%;Md:Rhm+3%Umac-7%LunrRklb-3%;Qc:Qbts-5%Rgti-4% ---- 6/24.JL世股摘前瞻: 半年報作帳狗熊翻降息交易盛:鮑爾再霸凌下國會作證鬆口通膨如緩或提早降息晶片落後股狗熊翻領股市衝;半年報作帳衝刺-狗熊翻落後補漲韓股創高,台股台揚領超級無敵狗熊翻連漲停鎖死,美晶片落後股領狗熊翻:Amd+7% IntcMrvl+6%; 超級無敵狗熊太o陽能翻: Sedg+18%Enph+11%;憂關稅滯;理事拋媚眼川皇;以暫停股續漲軍工股跌金油跌Uso-4%Gld-1.6% Hwa-4%LmtRtxRhm-3% 游資氾濫,群魔亂舞: Airo-10%Crcl-15%; 黃主教:Nvts+13% Kolo+10%Rgti+7%;25.黃主教股東會佈道;7/8:檢驗關稅;Q2財報匯損;17.台積財報設備材料先衝; 韓3%台店2.2%台2.1%日1.1%;金龍3.3%港2.1%國企1.9%深1.8%滬1.2%; Eem2.6%Nq1.4%Rut+1.3%Dji1.2%Spi1.1%Tnx4.293;TG:Tsm+5%Avgo+4%Nvda+3%Amzn+2%Tsla-2%;Sox3.8%ArmMuAmat+5%AsmlLrcxKlacSyna+4%;NxpiStm+4%; AI.chain-h.w.:Cls+6%SmciVrt+5%AaoiAnetLite+3%;S.w.:AppSnowOrcl+4%Soun+3%;Np:CcjEnr+4% Btc$106k;Md:Hwa-4%Rhm-3%;Qc;Dc:Ccl+7%Aal+4%;Mrna+4%;Cm:CopXom-3%Fcx+3% -- 6/23.JL世股摘前瞻:半年報作帳衝刺結帳;憂關稅滯;24央爸國會聽證;川皇宣佈以伊暫停戰股幣漲恐指金油跌Uso-8%;馬主教久等自駕車上路:Tsla+8%;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Airo+21%Crcl+10%; 黃主教:Nvts-6% Crwv-5%Kolo-7% Rut+1.1%Spi1%NqDji0.9%Eem0.8%Tnx4.2;Btc$105k+4%Gld0.3%;Md:Rklb+9%;Qc:Qubt-7% AI.chain-h.w.:Smci-10%Aaoi-4%Anet+7%;S.w.:AppCrwd+3%;Np:Ceg+3% TG:MetaMsft+2%;Sox0.6%Mrvl-4%Asml+3%;Ifnny+3%;XomCop-3%;Aal+3% 日台店-0.1%韓-0.2 %台-1.4%;深1%金龍0.9%國企0.8%港0.7%滬0.7% ---- 6/21.美攻擊伊朗核設施,比特幣跌落十萬美元 6/20.JL世股摘前瞻:憂關稅滯;以伊戰續;韓股補漲創高;半年報作帳結帳;24央爸國會聽證;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Crcl+20%Airo-15%; 黃主教:Crwz+8%Kolo-7% AI.chain-h.w.:Aaoi+18%Anet-4%;S.w.:App-6%;Np:Ihi-3%Ccj-2% TG:Goog-4%MetaTsm-2%;Sox-0.8%KlacLrcxMrvlAmatIntc-2% Btc$103kGld0Djt-4%;Md:Umac-9%Rklb+8%;Qc;Cm:Fcx-2%;Alb-5% Uso1%Dji0.1%RutNqSpi-0.2%Eem-0.6%Tnx4.375;韓1.5%台0.2%日-0.2%台店-0.9%;國企1.4%港1.3% 金龍-0.6%深-0.5%滬-0.1% --- 6/21.美攻擊伊朗核設施,比特幣跌落十萬美元 6/20.JL世股摘前瞻:憂關稅滯;以伊戰續;群魔亂舞續,韓股補漲創高;半年報作帳結帳;24央爸國會聽證;7/8:檢驗關稅;Q2財報匯損;17.台積財報;群魔亂舞:Crcl+20%Airo-15%; 黃主教:Crwz+8%Kolo-7% AI.chain-h.w.:Aaoi+18%Anet-4%;S.w.:App-6%;Np:Ihi-3%Ccj-2% TG:Goog-4%MetaTsm-2%;Sox-0.8%KlacLrcxMrvlAmatIntc-2% Btc$103kGld0Djt-4%;Md:Umac-9%Rklb+8%;Qc;Cm:Fcx-2%;Alb-5% Uso1%Dji0.1%RutNqSpi-0.2%Eem-0.6%Tnx4.375;韓1.5%台0.2%日-0.2%台店-0.9%;國企1.4%港1.3% 金龍-0.6%深-0.5%滬-0.1%;,29.美央爸會 ----- 6/19.JL世股摘前瞻;憂關稅滯脹;以伊戰續俄中無力,美思介入油跌,普澤或會;美股休市;川皇續霸凌鮑爾,美股危?SpaceX再炸 台-1.6%台店-1.4% 日-1%韓0.2%;國企 -2.1%港-2%深-1.5%滬-0.8% ---- 6/18.JL世股摘前瞻; 憂關稅滯脹,川普再霸凌央爸,如預期不降息股轉弱;群魔亂舞,參院過穩定幣法案Crcl+34%; AI.chain-h.w.:Aaoi+18%ClsSmci+3%VrtLite+2%;S.w.:App-4%;TG:Tsla+2%;Sox0.5%Mrvl+7%Intc+3% Btc$105kGld-0.5%Hood+5%;Md:Umac-4%Rklm+5%Lmt-2%;Qc;Fi:Wfc+3%MsBacGs+2%;Wolf-30% Rut0.5%Nq0.1%SpiEem0Dji-0.1%Tnx4.397;日0.9%台韓0.7%台店0.3%;國企 -1.2%港-1.1%金龍-0.8%深滬0 --- 6/17.JL世股摘前瞻:以伊局轉惡股幣跌油噴Uso+4.7%,木頭姐出清穩幣Circle;新法太陽能股崩 Sedg-33%Enph-24%;憂關稅滯脹;18央爸會降息緩;羣魔亂舞,黃主教 Crwv+8%Nvts-5% TG:Tsla-4%;Sox-0.8%Gfs-3%;Evb:StmIfnny-3% AI.chain-h.w.:Cls+3%Anet-6%;S.w.:Adbe-5%Soun-4%App-3%;Np:Oklo-4% Eem-1.3%Rut-1%Nq-0.9%Spi-0.8%Dji-0.7%Tnx4.393;台0.7%日0.6%韓0.1%台店0;金龍-1.8%國企-0.4%港-0.3深-0.1%滬0 Btc$105kGld0.1%Ibit-4%;Md:Umac-8%Lunr-6%Lmt+3%;Qc:Qubt-7%Rgti-6%;Dc:Dal-4%AalNke-3% ---- 6/16.JL世股摘前瞻:憂關稅滯脹;18央爸會;伊向示對話,股回羣魔舞油金回Uso-2%Gld-1.4%;Crcl+17%Umac+27%,黃主教Crwv+8%Qubt+20% TG:Meta+3%NvdaTsmAmzn+2%;Sox3%Amd+9%ArmMrvl+5%MuLrcxSyns+4%AmatSynaKlac+3%;On+6%Nxpi+3% AI.chain-h.w.:Aaoi+10%SmciVrt+5%LiteDell+4%Anet+3%;S.w.:Soun+7%PltrAiAdbe+3%;Np:Enr+5%IhiCegCcj+4%;Nq1.5%Eem1.2%Rut1.1%Spi0.9%Dji0.8%Tnx4.452;韓1.8%日1.3%台店0台-0.1%;金龍2.1%國企0.9%港0.7%深0.6%滬0.4% Btc$107kHood+6%Gme+5%;Md:Lmt-4%;Qc:Qbts+5%Rgti+7%;Dc:Ccl+6%DalAal+5%;Cm:X+5%Fcx+2%;Fi:GsJpm+2% ------ 6/13.JL世股摘前瞻:以伊朗戰股跌金幣軍工油漲Uso+5%;羣魔亂舞歇,菸屁股行情後,股市轉殺: 黃主教點石轉跌NvtsRgti-6%Qubt-5%;Crcl+25%;財報Orcl+8%;憂關稅滯脹;14川閱兵;18央爸會降息緩;TG:Tsla +2%Avgo-3%NvdaTsmMeta-2%;Sox-2.6%MrvlSyna-4%AsmlIntcGfsQcom-3%;On-4%Nxpi-3% AI.chain-h.w.:Aaoi-9%SmciClsLiteAnet-4%VrtDellHpq-3%;S.w.:Adbe-5%AppSoun-4%;Rut-1.9%Dji-1.8%Eem-1.6%Nq-1.3%Spi-1.1%Tnx4.424;台店-1.5%台-1%韓日-0.9%;金龍-1.8%深-1.3% 國企-0.9%滬0.8%港-0.6% Btc$105kGld1.1%;Md:Lmt+4%RtxRhmUmac+3%LunrRklb-4%;Qc;Dc:AalCcl-5%DalNkeTgt-4%;Cm:Aa-3%;Fi:WfxGsMs-2%; ---- 6/12.JL世股摘前瞻:羣魔亂舞:穩定幣炒段落大跌:Gme-22%Crcl-9%Btc$103k-5%;黃主教點石加量子Qubt-8%;財報Orcl+13%;憂關稅滯脹;14川閱兵;18央爸會降息緩;掉機波音-5%;TG:Tsla-2%Nvda+2%AvgoMsftTsm+1%; Sox0.3%Mrvl+2%Amd-2% Gld0.5%;Md:Umac+3Rklb-4%;Qc:Quts-4%;Dc;AI.chain-h.w.:AaoiLiteVrt+4%;S.w.:App-3%;Np:Mhi+5%Vst+4%CegIhi+3% Spi0.4%Uso0.3%NqDjiEem+0.2%Rut-0.4%Tnx4.357;台店1.4%韓1.2%台1%日-0.7%;國企-1.5%港-1.4%深-0.8%金龍-0.4%滬0Byd-5% --- 6/11.JL世股摘前瞻: 中東緊張油噴Uso+4.5%;羣魔亂舞:黃主教點石金轉加炒量子:Qubt+25 %Rgti+11%Crwv-3%,核能Oklo+29%;穩幣Crcl+9%;憂關稅滯脹,CPI緩川皇續嘴央爸,18央爸會降息緩;12.RoboTaxi馬嘴軟;狗熊翻倒Intc-6%;14川閱兵 TG:Avgo+3%Amzn-2%;Sox-0.2%Swks-4%;On-4% Btc$109k,Gld0.5%,Gme-5%;Md:Umac-11%Lmt-4%;Qc:;Dc:Aal-7%Dal-5%Ccl-3%;Cm:Fcx-3% AI.chain-h.w.:Cls-5%Amsc-14%;S.w.:Pltr+3%Ai-4%;Np:Ccj+4%Ihi-5%Mhi-4% Nq-0.5%Rut-0.4%Spi-0.3%Dji0Eem0.4%Tnx4.432;台店1.4%韓1.2%台1%日0.6%;國企1.1%港0.8%深0.7%滬0.5%金龍0.1% ----- 6/10.JL世股摘前瞻: 幣漲穩定幣回Crcl-8% 12.RoboTaxi:Tsla +6%;期待中美談判衝晶片股,台積除息預支半年報作帳,群魔亂舞,狗熊翻Intc+8%; 憂關稅滯脹18央爸會;14川閱兵;黃主教點石 金:Nvts+20%Crwv-4%; TG:Tsm+3%;Sox+2.1%MuSynaGfsKlacLrcx+3%;Wolf+4%OmStm+3% Btc$110k,Gld0;Md: Rklb-8%Rhm-6%Lunr-5%Umac-3%韓華太+6% ;Qc:Qubt+6%Qbts-6%;Dc:Tgt+5%Dis+4%Nke+3%;Cm:Cop+4%Cvx+3% AI.chain-h.w.:AnetAaoiVrt-3%;S.w.:;Nrg-4%Np:Ccj-5%Enr-4%CegVst-3% RutNqSpiEem0.6%Dji0.3%Uso-0.6%Tnx4.474;台2.1%台店1.3%韓0.6%日0.3%;深-0.8%滬-0.4%金龍-0.3%國企-0.2%港-0.1% ---- 6/9.JL世股摘前瞻:群魔亂舞,幣衝高;憂關稅滯脹未降息;中美再談,川皇傳放寬晶片對中出口,晶片股衝:金龍2.1%國企1.7%港1.6%深0.9%滬0.4%;12.RoboTaxi:Tsla+5%;14川閱兵;俄烏戰無人機: Umac+24%;黃主教點石成金:Nvts+18%Crwv+16%;Sox+1.9%Amd+5%ArmQcom+4%SynaKlac+3%AsmlLrcxSwks+2%;WolfOnStmTxn+4%;TG:AmznGoog+2%WWDC:蘋果-1% Btc$110k,Gld0.5%Mstr+5%;Md:;Qc:Qubt+5%;AI.chain-h.w.:Smci+4%Vrt-3%;S.w.:App-8%Pltr+3%;Np:Ccj+11%Enr-3% UsoEem0.9%Rut0.6%Nq0.3%Spi0.1%Dji0Tnx4.482;韓1.6%日0.9%台店0台0.6%台店0.3% ----- 6/6.JL世股摘前瞻:;川馬略緩Tsla+4%股漲債價跌 Tnx4.51%;憂關稅滯 9:WWDC;中美再談;12.TslaRoboTaxi;14川閱兵;Nv:Nvts+2%Crwv+4% AI.chain-h.w.:Aaoi+4%Vrt+3%;S.w.:PltrSoun+7%;Np:Mhi+4%Ceg+3% TG:Avgo-5%GoogAmzn+3%MetaAapl+2%;Sox+0.5%MuKlac+2%;Wolf-7% Uso2.1%Rut1.7%Nq1.2%Dji1.1%Spi1%Eem0.3%;韓1.5%日0.5%台店0 台-0.1%;國企-0.6% 港-0.5%深金龍-0.1%滬0; Btc$104k,Gld-1.3%Djt+4%Hood+3%;Md:Hwa+7%Rhm-5%Umac+14%Rklb+9Lunr+8;Qc:Qubt+16%Qbts+13%;Dc:Aal+5%DalTgt+4%;Cm:XomCvx+2% ---- 6/5.JL世股摘前瞻:憂關稅滯;川馬決裂Tsla-14%幣金跌;繼川普通電廢,川習通電未如預期;9:WWDC;12.TslaRoboTaxi,Amd;Nv:Nvts-11%Crwv-17% AI.chain-h.w.:Smci-8%Aaoi-5%;S.w.:Pltr-8%Soun-7%Ai-4%;Np:Ihi-5%Ceg-3% TG;Sox-0.5%Amd-2%Mu+3%;Wolf-8% Uso0.9%Eem0.5%Nq-0.8%Spi-0.5%Dji-0.3%Rut-0.1%Tnx4.394;韓2.7%台2.3%台店1.7%日0.8%;國企1.3%港1.1%深0.6%金龍0.5%滬0.2%; Btc$101k-3%,Gld-0.5%Djt-8%;Md:Hwa+7%Rhm+3%Umac-11%;Qc:RgtiQbtsQubt-8%;Dc:Cost-4% ---- 6/4.JL世股摘前瞻:憂關稅滯;Taco交易續,馬反川減稅,ADP就業糟,川再炮鮑降息;9:WWDC;12.TslaRoboTaxi,Amd; Nv:Nvts+14%Crwv+8% AI.chain-h.w.:Lite+4%;S.w.:App+5%Crwd-6%;Np:Ihi+4%Ceg-4% TG:Meta+3%Tsm+2%Tsla-4%;Sox+1.4%Mrvl+6%;Evb:Wolf+16%Stm+11%OnNxpi+6%AlbTlc+5% Eem1.2%Nq0.3%Spi0DjiRut-0.2%Uso-0.8%Tnx4.365;韓2.7%台2.3%台店1.7%日0.8%;金龍2%深0.9%國企0.7%港0.6%; Btc$105k,Gld0.6%Md:Umac+11%;Qc:Qubt+5% --- 6/3.JL世股摘前瞻:Taco交易輝達返市值冠領漲費半,憂關稅滯;9:WWDC;12.TslaRoboTaxi,Amd; Nv:Crwv+23%Nvts+8% AI.chain-h.w.:Aaoi+8%AnetSmci+5%DellCls+4%;S.w.:Ai+3%;Np:Ihi+6%Vst+5%PwrCcj+3% TG:AvgoNvda+3%Avgo+2%;Sox+2.7%Syna+5%Mu+4%IntcGfsAmatSwks+3%;Ebv:Wolf+16%On+11%Nxpi+3% Rut1.6%Nq0.8%Spi0.6%DjiUso0.5%Eem0.2%Tnx4.468;台0.6%台店0.2%韓0.1%日-0.1%;國企1.9%港1.5%金龍0.6%深0.5%滬0.4%Byd+4%; Btc$105k,Gld-0.9%;Hood+6%Mstr+4%Md:Umac+19%;Qc:Qubt+5% --- 6/2.JL世股摘前瞻:油價反彈Uso+3.6%金價大漲美債率升,憂關稅滯;9:Wwdc;12.TslaRoboTaxi,Amd; 黃主教:NvtsCrwv+8 %AI.chain-h.w.:Lite+5%Anet+4%Smci+3%Dell-3%;S.w.:Ai-6%;Np:Vst+4% TG:Meta+4%Avgo+3%Nvda+2%;Sox+1.6%MuAmd+4%;NqEem0.7%Spi0.4%Rut0.2%Dji0.1%Tnx4.462;台店-2.3%台-1.6%日-1.3%韓0.1%;國企港-0.6%深-0.9%滬-0.5%金龍0.5%; Btc$106k,Gld2.7%; Md:Rhm-4%,Umac+11%Lunr-4%;Qc:Quts+5%Qubt+4%;GmF-4%Fcx+4%; ----- 5/30.JL世股摘前瞻: ,憂關稅滯;9:Wwdc;川皇關稅司法禁再緩中日韓股反大跌,幣大拜拜後反大跌: 金龍-2.7%國企-1.5%港恆-1.2%深-1.1%滬-0.5%;日-1.2%韓-0.8%;拜黃主教:Nvts-5%Crwv+5% AI.chain-h.w.:Aaoi-9%Lite-4%Smci-3;S.w.:Pltr+8%Panw+4%SounAi-4% TG:TslaNvda-3%Tsm-2%;Sox-2.1%Mrvl-6%Lrcx-4%IntcArmGfs-3%MuAmdQcom-2%;Eem-1.2%Rut-0.4%Nq-0.3%Uso-0.1%Spi0Dji0.1%Tnx4.416; 幣大拜拜後大回跌Btc$104k,Gld0.7%; Md:HwA,Lunr-5% ;Qc:Qubt-9%Rgti-8%Ionq-7%;Wolf-11%;Cost+3% ---- 5/29.JL世股摘前瞻: 川鮑會壓央爸不退,憂關稅滯;馬主教批川股價已先慶,Taco譏川皇,幣大拜川募資炒?黃拜主教: Nvts-13%Crwv-9% 川皇關稅被判違法,日韓中股大漲:韓日1.9%港恒國企深1.4%滬0.7%台店0.6%台-0.1%金龍-1.5%財報: Ai+20%Nvda+3%Hpq-8%Bby-7%Crm-3% AI.chain-h.w.:Anet-7%Aaoi-4%;S.w.:Soun-4%;Np:;TG:;Sox0.5%Arm-5%;Evb;NqSpiEem0.4%RutDji0.3%Uso-1%Tnx4.424; 傳川皇募資炒幣Btc$106k,Gld0.7%Gme-5%;Md:Rklb-5%;Qc:Ionq-9%QbtsRgti-7%;Ba+3% --- 5/28.JL世股摘前瞻:川關稅被判違法限期停川反訴;憂關稅滯;財報Aht:Nvda +5%;29Mrvl30Dell,9:Wwdc;12Amd; AI.chain-h.w.:Crwv-6%NvtsAaoi-5%Hpq-4%;S.w.:Ai-4%;Np:;TG:;Sox-0.6%Syna-3%;Rut-1.1%SpiDj- 0.6%NqEem-0.5%Uso1%Tnx4.477;韓1.3%台0.1%日0台店-0.2%;港恒金龍 -0.5%國企深-0.3滬0 傳川皇募資炒幣Btc$107k,Gld-0.2%Gme-11%Djt-7%;Md:Lunr-3%Evb:Wolf-7%Pfm+14% ---- 5/27.JL世股摘前瞻:川延歐關稅至7/9股彈金跌,憂關稅滯;黃主教飆股Nvts+47%,Crwv+21%; 財報:28Nvda29CrmMrvl30Dell, 6/9:Wwdc;12Amd;14川閱兵AI.chain-h.w.:Nvts+47%Crwv+21%Ter+6%Vrt+5%SmciAaoi+4%;S.w.:Soun+14%App+8%Ai+5%OrclCrwd+4%;Np:CegVst+4%EnrMhi+3%;TG:Tsla+7%NvdaTsmAvgoAaplAmznGoog+3%MetaMsft+2%;Sox+3.4%MrvlArm+5%KlacSwksAmdLrcx+4%MuAmat+3%;Evb:On+5%StmTxnIfnnyNxpi+4%;NqRut2.5%Spi2.1%Dji1.8%Eem-0.3%Uso-1%Tnx4.434;日0.5%韓-0.3%台店-0.6%台-0.9%;國企港恒0.4%金龍滬深-0.3% 傳川皇募資炒幣Btc$109k,Gld-1.7%Djt-10%Hood+5%;Md:Rklb+13%Lunr+11%;Qc:Qbts-7%;Dc:Ccl+6%Nke+5% Aal+4%BbyTgt+3%;Fi:Gs+3% --- 5/26.JL世股摘前瞻: 川皇延歐關稅至7/9,股幣回彈美元金跌,新台幣二年新高,川皇將募資炒幣;憂關稅滯;Fr:28Nvda 29CrmMrvl30DellCost6/9:Wwdc;12Amd 韓2%日1%台台店-0.5%;國企-1.7%港恒-1.4%滬-0.1%深0.2%金龍 ---- 5/23.JL世股摘前瞻: 川皇網開一面:美鋼+21%;喊核電股小飆噴Ccj+11%;;再關稅脅歐盟股回與逼蘋果:Aapl-3%;川幣廟會立法高潮後回;憂關稅滯;Fr:28Nvda29CrmMrvl30DellCost6/9:Wwdc;12Amd 川幣廟會與立法完幣回Btc$108k,Gld+2.2%Mstr-8%Djt+5%;Md;Qubt+10% AI.chain-h.w.:Smci-3%;S.w.:Crm-4%Crwd+3%;Np:Mhi+5%VstCeg+2%Sedg+12%;Evb:Wolf-15%Stm-3%Ifnny-4%;TG:Aapl-3%Tsm-2%;Sox-1.5%Syna-3%IntcMrvlLrcx-2%;Nq-1%Spi-0.7%Dji-0.6%Rut-0.3%Eem0.4%Uso1.3%Tnx4.509;日0.5%台台店韓-0.1%國企0.3%港恒0.2%金龍-0.1%深滬-0.9% ---- 5/21.JL世股摘前瞻:減稅增財政赤美股債滙俱跌Tnx4.596,川皇穩定幣立法衝幣,谷歌開發者大會Goog+3%;憂關稅滯脹AI.chain-h.w.:Aaoi-10%AnetVrtSmci-3%;S.w.:Panw-7%Ai-6%Soun-5%Pltr-4%Panw-5%;Np:VstNrg-3%;Evb:Wolf-69%Alb-5%;TG:Tsla-3%AaplNvda-2%;Sox-1.8%SynaGfs-4%IntcSwks-3%MrvlMu-2%;Rut-2.8%Dji-1.9%SpiUso-1.6%Nq-1.4%Eem-0.3% 炒穩定幣Btc$110k, Gld+0.7%;Md:Lunr-6%RklbUmac-3%;Qc:QubtRgti-8%Qbts-7%;Dc:Tgt-5%CclNke-4%Dal-3%;Cm:Cop-3%;Fi:MsWfcBac-3%;Mrna-8%;Unh-6%; 台1.3%台店1.1%韓0.9%日-0.6%;國企0.8%港恒0.6%%深0.4%滬0.2% 金龍-0.7%Catl+4%; ---- 5/20.JL世股摘前瞻:台北電腦展行情失靈-展前川皇中東已先預支,續飆小飆量子;憂關稅滯脹續逃躲幣金 AI.chain-h.w.:Smci-5%;S.w.:Soun-3%App-2%;Np:;Evb:Wolf-10%;TG:;Sox-0.1%Mrvl-2%;Uso0.2%Rut0.1%Eem-0.1%Dji-0.3%NqSpi-0.4%.Tnx4.481 續逃躲Btc$107k, Gld+1.9%;Md:Umac-8%;Qc:Qbts+26%;Dc;Cm;Unh+8%台店0.3%台0.1%日0.1%韓-0.1%;國企港恒1.5%深0.8%滬0.4%%金龍-0.7% ---- 5/19.JL世股摘前瞻:穆迪降評美國債評;黃主教19佈道電腦展行情失靈-因展前川皇中東佈道已先預支,續飆小飆量子;憂關稅滯脹續 AI.chain-h.w.:Smci-3%;S.w.:Soun-8%Ai-4%Pltr-2%;Np:Enr+4%Mhi+3%;Evb:Wolf-11%;TG:Tsla-2%;Sox-0.5%Arm-3%AmdSyna-2%;Gld1.3%Uso0.6%Dji0.3%Spi0.1%Eem0.2%Nq0%Rut-0.4%Tnx4.475 川皇Btc$105k Hood+4%Mstr+3% Md;Qc:Qubt-8%Qbts+7%;Dc;Cm;Unh+8%台店-1.7%台-1.5%韓-0.9%日-0.7%;;深0.3%滬0國企港恒-0.1%金龍-0.2% ---- 5/16.JL世股摘前瞻:電腦展黃主教19佈道;憂關稅滯脹;財報:Qubt+39% Qbts+11%Amat-5%;AI.chain-h.w.:Smci+5%Dell+33;S.w.:AiAdbe+3%;Np:VstNrg+3%Sedg+6%;Evb:Lges-5%Byd+3% TG:Tsla+2%;Sox-0.2%Mu+3%ArmAmd+Mrvl-2%;Gld1.6%Rut0.9%DjiUso0.8%Spi0.7%Nq0.5%Eem-0.1%Gld-1.2%Uso-1.7%Tnx4.441;金龍0.5%深0.2%國企港-0.5%滬-0.4% 川皇Btc$103k Md:Lunr+4%;Qc:;Dc;台0.5%台店0.3%韓0.2%日0; ---- 5/15.JL世股摘前瞻:台積技術論壇,川皇中東佈道效減,黃主教19佈道電腦展;關稅未反應物價仍軟,十年國債率衝4.5%,憂關稅滯脹續;財報:Csco+5% AI.chain-h.w.:Vrt-4%;S.w.:Soun-6%AppPltr-3%;Np:Sedg+16%Enr+3%Ccj-3% TG:AmznMeta-2%;Sox-0.6%Amd-2%;Gld1.6%Dji0.7%Rut0.5%Spi0.4%Eem0Nq-0.2%Uso-1.7%Tnx4.455;金龍-2.4%深-1.4%國企-1%港恒-0.8%滬-0.7%;川皇Btc$104kMstr-5%Dtj-4%Md:Rhm+6%Rklb+5%LmtRtx+4%;Qc;Dc;Cm;日-1%韓-0.7%台店-0.6%台-0.2% ---- 5/14.JL世股摘前瞻:受惠中東定單Smci+16%黃主教14訪台19佈道20電腦展,英代爾陳主教等插花;疑關稅滯脹續;財報:Rgti +18%Intc-5% AI.chain-h.w.:Lite+5%Vrt+4%ClsDell+3%Aaoi-6%;S.w.:Soun+4%;Np:Ihi+3%;Evb:Tm-4%Byd+5% TG:NvdaTslaGoog+4%Meta+3%;Sox0.6%ArmAmd+5%;%Eem0.8%%Nq0.7%Spi0.1%Dji-0.2%Rut-0.9%Uso-1.2%Gld-2.1%%Tnx4.528;國企2.5%港恒2.3%滬0.9%深0.5%金龍-0.1%美團-5%小米中芯4%;台2.1%台店1.4%韓1.2%日-0.1% 川皇Btc$103k Md:Rklb+11%Lunr+9%;Qc;Dc:Dal-5%AalTol-4%;LlyPfe-4%Cm;Fi:;6/9:Wwdc;12Amd,14川閱兵;18Fed --- 5/13.JL世股摘前瞻:13川黃主教中東佈道鬆AI晶片大建雲沙特大禮包:輝達領AI鏈續噴,馬主教星鏈入沙特,期自駕准入,人型機器人跳舞,黃主教14訪台19佈道20電腦展,英代爾陳主教等插花;川習關稅港股轉大跌;物價緩未反應關稅川續嘴鮑爾降息喊炒股;疑關稅滯脹續;川皇打醫療再崩Unh-18%;財報:Lunr +22%Rgti-15% AI.chain-h.w.:Smci+16%Aaoi+11%Cls+10%Anet+5%DellVrtLite+4%Fit-8%;S.w.:Pltr+8%App+6;Np:Vst+6%Nrg+4%;Evb:Wolf+7%StmOnNxpi+3% TG:Nvda+6%TslaAvgo+5%Tsm+4%Meta+3%;Sox3.2%Klac+6%Mu+5%AmdLrcx+4%Amat+3%;Uso2.9%Nq1.6%Spi0.7%Rut0.5%Gld0.4%Eem0.2%Dji-0.6%Tnx4.499;國企-2%港恒-1.9%深-0.2%金龍-0.1%滬0.2%美團-5%小米中芯-4%;日1.4%台1%台店0.9%韓0川皇Btc$104k Hood+9%Mstr+4% Md;Qc;Dc:Aal+5%Dal+4%CclCatNflx+3%;Cm;Fi:BacGsMs+2% ---- 5/12.JL世股摘前瞻:川習暫大降關稅AI鏈晶片鏈領噴債金崩比特幣跌;黃主教12訪台19佈道20電腦展,英代爾陳主教等插花;疑關稅滯脹續;財報:Nrg+26% TG:MetaAmzn+8%Tsla+7%TsmAaplAvgo+6%Nvda+5%;Sox7%SynaLrcx+9%KlacMrvlArmAmat+8%MuGfsSwks+7%AmdAsmlQcom+5%;AI硬:Aaoi+24%Fit+15%Lite+11%ClsDell+8%HpqVrtAnet+7%Smci+5%軟:Soun+23%App+6%OrclCrmCrwd+5%;Np:Vst+8%;Evb:OnTxn+9%Nxpi+8%Byd+7%Stm+5% Nq4.4%Rut3.4%Spi3.3%Uso2.6%Dji2.8%Eem2.2%Uso1.5%Gld-2.8%Tnx4.457;金龍5.4%國企港恒3%深1.7%滬0.8%聯想+10%阿里+6%;韓1.2%台店1.1%台1%日0.4% 川皇Btc$102k Md:Rhm-6%Rklb+4%;Qc:Rgti+9%Qubt+6%;Dc:Ccl+10%Nke+7%DalBby+6%AalCatTgtTol+5%Dis+4%;Cm:AaIp+8%Cop+4%Fcx+3%;Fi:GsMsBac+4%WfcJpm+3% --- 5/9.JL世股摘前瞻:憧憬川習談關稅;關稅滯脹;財報: Wolf-26%Rklb-11%Soun-8%;英代爾會,黃主教12訪台,19佈道20電腦展; TG:Tsla+5%;Sox0.8%Mrvl+4%;Uso1.1%Dji-0.3%NqRut-0.2%Spi-0.1%Gld1.3%Eem0.6%Tnx4.369;AI-chain:Hw:Cls-3%;AI.Sw:App-3%Crwd-4%;Np:Mhi-6%;Vst-4%Ccj+3%;Evb:Txn+4%StmOn+3% 川魔Btc$103k Md;Qc:Quts+6%;Dc;Cm;金龍深1%國企0.7%港恒0.4%滬0.3%中芯-5%;台店1.4%韓0.6%日0.4%韓0.2%台0;6/9:Wwdc;12Amd,14川皇閱兵;18Fed ----- 5/8.JL世股摘前瞻:川皇喊買股與中瑞士談關稅,嘴鮑爾不降息,與英達關稅協議,富翁稅39.6%補赤;英降0.25%至4.25%防關稅戰跟進中降準降息,比特幣噴;憂關稅滯脹;財報量子群魔亂舞: Quts+51%Sedg+24%App+15%Arm-6%;15.晶片大限撤?英代爾會,黃主教12訪台,19佈道20電腦展; 川魔Btc$103.1k Hood+8%Mstr+6% Md:UmacLunr+5%; Qc:Qubt+19%Rgti+11%;Dc:Dal+7%Aal+4%CclBa+3%;Cm:Aa+5%;Gs+3% TG:Tsla+3%GoogAmzn+2%;Sox+1%IntcMuSyna+3%;Uso3.3%Rut1.9%Nq1.1%DjiSpi0.6%Gld-2%Eem-0.1%Tnx4.373;金龍深1%國企0.7%港恒0.4%滬0.3%;台店1.4%韓0.6%日0.4%韓0.2%台0; AI-chain:Hw:Aaoi+6%Fujikura+4%;AI.Sw:Pltr+8%Soun+6%Ai+5%;Np:Ihi+8%Enr+3%;Evb:Wolf+8%Gm+4%;Lly-3% --- 5/7.JL世股摘前瞻:迫Fed-Put敗不降息;中央爸降準降息與美關稅瑞士談判,巴西加息50bp;川皇擬將撤拜登限准AI晶片輸中東輝達領漲;憂關稅滯脹;蘋果整合AI:Goog-8%; Fr:Dis+11%Anet-5%,Aht:Arm-12%App+13%,Del:Mrvl-8%;電腦展新AI Pc Qcom+3%;撤15.AI擴散?英代爾會,黃主教12訪台,19佈道20電腦展; TG:Nvda+3%AvgoAmznMeta+2%Tsm+1%;Sox+1.7%AsmlLrcxMu+3%;Dji0.7%Spi0.4%NqRut0.3%Uso-1.7%Gld-1.5%Eem-1.2%Tnx4.276;深0.8%滬0.2%港恒0.1%國企-0.2%金龍-2.3%;韓0.6%台股0.1%日-0.5%台店-0.8%; AI-chain:Hw:Lite+3%Vrt+2%;AI.Sw:Crwd-4%;Np:Ccj+3%Vst-4% 川魔題材Btc$97k; Md:韓華航太+9%; Qc:RgtiQuts-5%;Dc:NkeBby+3%;Cm;Evb:IfnnyCatl+3% --- 5/6.JL世股摘前瞻:油價回彈Uso+3.6%;7Fomc,迫Fed-Put;憂關稅滯脹;欲課關稅藥品Lily-6%;財報: Ceg+12%,Pltr-12%;15.AI擴散?英代爾會,黃主教12訪台,19佈道20電腦展; TG:TsmMetaTsla-2%;Sox-1.2%Gfs-3%AmdKlacIntc-2%;Gld2.8%Rut-1.1%NqDji-1%Nq-0.9%Spi-0.8%Eem-0.4%Tnx4.308;深2.3%滬1.1%金龍0.4%;台店0.9%台股-0.1%; AI-chain:Hw:Aaoi-5%Vrt-3%;AI.Sw;Soun-3%;Np:Ccj+4%Vst+3%;Mrna-12% 川魔題材Btc$97.3k ;Md;Qc:Qubt-3%;Dc ----- 5/5.JL世股摘前瞻:台幣急補升壽險對沖;Fed-Put,7Fomc,加澳大選出,韓日?憂關稅滯脹;財報:預: Umac-27%Aht:Pltr-9%;英代爾會,黃主教12訪台,19佈道20電腦展; TG:Tsla-2%Aapl-3%;Sox-0.8%Arm-2%;Eem0.9%Uso-2.6%Rut-0.8%Nq-0.7%Spi-0.6%Dji-0.2%Eem0.8%Gld3%Tnx4.343;AI-chain:Hw:Smci-5%Aaoi-3%;AI.Sw;Np;台股-1.2%台店-2%;金龍0% 川魔題材Btc$94.5k ;Md:Lunr-3%;Qc:Rgti-9%QubtQbts-8%;Dc:Dal+3%Tgt-3%;Cm:Cop-4%Xom-3%;Evb:Wolf-9%On-8%Alb-4% ---- 5/2.JL世股摘前瞻:中釋關稅戰緩;川主教百日佈道會逼CEO-Put後,續逼7Fomc,Fed-Put,加澳川普大選大敗,韓日?財報:Aapl-4%;英代爾會,黃主教12訪台,19佈道20電腦展,谷歌會; TG:MetaTsm+4%AvgoNvda+3%Tsla+2%;Sox3.5%Arm+7%SynaAmatMuLrcxAsml+4%Qcom+3%;Eem2.9%Rut2.3%NqSpi1.5%Dji1.4%Gld0.2%Uso-0.8%Tnx4.322; AI-chain:Hw:Cls+5%Anet+4%VrtLiteSmciDell+3%;AI.Sw:App+10%Pltr+7%SapOrcl+4%;Np:Enr+7%CcjCeg+3%;台股2.7%台店1.8%日1%%韓0.1%;金龍3.5%國企1.9%港恒1.4% 川魔題材Btc$96.6k Hood+4%Mstr+3%;Md:Lunr+8%Umac+5%Rklb+4Rhm+3%;Qc:Rgti+16%Qubt+14%;Dc:Dal+7%CclAal+5%NkeCat+3%;Cm:Aa+4%Fcx+3%;Evb:Wolf+24%On+6%Txn+4%StmByd+3% --- 5/1.JL世股摘前瞻:憂關稅滯脹;7,Fomc,期英代爾會, Fr:Msft+8%Meta +4%Qcom-9%Lly-12%;Aht:Aapl-4%,Amzn-5%;19黃主教佈道20電腦展,谷歌; TG:Tsm+4%Avgo+3%Nvda+2%;Sox0.4%Mrvl+4%Klac-4%;Nq1.5%SpiRut0.6%Dji0.2%Uso1.5%Eem0Gld-2.1%Tnx4.231;日1.1%;金龍0.2% AI-chain:Hw:Aaoi+15%Vrt+8%Anet+7%Cls+5%Lite+4%Smci+3%;AI.Sw:AppSnow+4%Orcl+3%;Np:Pwr+10%Ceg+8%Vst+6%HitachiNrg+5%; 川魔題材Btc$96.8k Hood-5%;Md:Umac+11%Lunr+5%Rhm+3%;Qc:Qubt+4%;Dc:CclNke-2%;Cm; ---- 4/30.JL世股摘前瞻:川秀CEO-Put救民調救市,憂關稅滯脹;四月歐美基金半年報結算;財報終於兩好: SmciSnap-12%App-7%;Aht:Qcom-5%Msft+8%Meta+4%5/1Aapl,Amzn; 7,Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; TG:Tsla-3%;Sox0.8%Arm+2%Swks+4%;Dji0.4%Eem0.3%Sp0.2%Nq-0.1%Rut-0.6%Gld-0.8%Uso-3.5%Tnx4.177; AI-chain:Hw:DellCls-2%;AI.Sw:App-7%Pltr+2%;Np:Hitachi-6%Enr-3%; 川魔題材Btc$94.8k ;Md:UmacLunr-5%Rklb-3%Rhm+3%;Qc:Qubt-2%;Dc:CclNke-2%;Cm:FcxAaCopXom-3%;Evb:GmSsdiPfm-4%Lges-7% 台店-1.1%韓-0.4%台股0日0.6%;深0.7%港恒0.5%國企0.1%滬-0.2%金龍- 1.5%;6/9:WWDC;12Amd,18Fomc ----- 4/29.JL世股摘前瞻:川再嘴央爸憂關稅滯脹;四月歐美基金半年報結算;財報: Nxpi-7%Aht:Smci-15%Snap-10%;30:Msft,Meta;5/1.Aapl,Amzn;7Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; ;TG:Tsla+2%;Sox-0.9%MuSyna-2%;Dji0.8%SpRutNq0.6%Eem0.3%Gld-1%Uso-2.8%Tnx4.173;台店1.4%台股1%韓0.7%;深港恒0.2%滬-0.1%國企-0.2%金龍-0.3%;Pfe+3% 川魔題材Btc$94.4k Mstr+3%;Md:Rhm+9%;Qc:Qbts-5%;Dc;Cm; AI-chain:Hw:Anet+3%Smci-3%;AI.Sw:SapPanw+3%Soun-3%;Np;Evb:Wolf-16%IfnnyOn-3% ----- 4/28.JL世股摘前瞻:川Put止回憂關稅滯脹;四月歐美基金半年報結算;財報: Aht:Nxpi-7%;30:Msft,Meta; 5/1.Aapl,Amzn;7Fomc;英代爾會,19黃主教佈道20電腦展,谷歌會; Wolf+26%;TG:Nvda-2%;Sox-0.4%;Gld1.4%Rut0.4%Dji0.3%Eem0.2%Sp0.1%Nq-0.1%Uso-1.8%Tnx4.216;台店1.2%台股0.8%日0.4%韓0.1%;港恒國企0滬-0.2%深-0.9%金龍0.7%;川魔題材Btc$95.1k ;Md;Qc;Dc;Cm; AI-chain:Hw:Aaoi+4%;AI.Sw:SapApp+3%;Np:CcjIhi+3%;6/9:WWDC;12Amd ,18Fomc ---- 4/25.JL世股摘前瞻川Put+4;EDT四月歐美基金半年報結算;Tsla+10%,比特幣獨强金回;美央爸淡降息;5/1.蘋果亞馬遜財報,7.美央爸會;憂關稅滯脹;財報:Intc-7%;TG: Nvda+4%Meta+3%;Sox1%MrvlMu+3%;Nq+1.3%Uso0.8%Sp0.7%Dji0.1%Rut0Eem-0.2%Gld-1.1%Tnx4.266;AI-chain:Hw:Vrt+4%Cls-3%;AI.Sw:Pltr+5%AppAiCrwd+3%;Np; 川魔題材Btc$95k Mstr+5%;Md:Umac-4%Rtx+3%;Qc:Qubt+3%;Dc;Cm:Aa-3%;Wolf+4%;台股台店2%日1.9%韓1%;港恒國企深0.3%滬 -0.1%金龍-0.4% --- 4/24.JL世股摘前瞻:鬆降息川Put+3;上海車展;EDT四月歐美基金半年報結算;憂關稅滯脹;財報:Ibm-6%,Txn+7% Aht:Intc-6%,谷歌+5%; 晶片股衝台積技術論壇 中鬆關稅Wolf+22% Sox5.6%MrvlArm+7%LrcxGfsSynaMu+6%KlacQcomAmdAmat+5%;Evb:OnIfnny+9%StmNxpi+7% TG:Avgo+6%TsmNvdaTsla+4%MsftAmzn+3%Aapl+2%;Nq+2.7%SpRut2%Gld1.5EemDji1.2%Uso0.6%Tnx4.305;AI-chain:Hw:Aaoi+10%Smci+9%Vrt+8%LiteAph+7%AnetDell+6%ClsFujikura+4%;AI.Sw:SnowAi+8%SounPltrCrwd+7%CrmApp+6%;Np:Ccj+5%VstCeg+4%; 川魔題材Btc$93.7k Hood+8%;Md:Umac+20%Rklb+8%Luner+7%;Qc:Qubt+9;Dc:Nflx+5%BbyCat+4%DisAalTgt+3%;Cm:Fcx+7%Aa+6%;Fi:GsMs+3%BacWfc+2%; --- 4/23.JL世股摘前瞻:川PUT+2:(憂關稅滯脹);23.Taipei AMPA台北汽機車零配件展;25上海車展; EDT四月歐美基金半年報結算,財報:Tsla +5%,Sap+8%;Nq+2.5%Sp1.7%Rut+1.5%Eem1.2%Dji1.1%Uso-1.9%Gld-2.4%Tnx4.387;台4.5%台店3.8%日1.9%韓1.6%;港恒+2.4%國企+2.1%深0.8%滬-0.1%金龍+2.9% AI-chain:Hw:Vrt+9%SmciAph+8%LiteCls+7%AaoiFujikuraDell+6%;AI.Sw:SounPltr+7%App+6%Crwd+7%SnowCrw+5%;Np:Vst+7%Pwr+8%MhiHitachi+5%CegCcj+4% TG:AmznAvgoMetaTsmNvda+4%AaplGoogMsft+2%;Sox+4%MrvlIntc+6%ArmAmdSynaLrcx+5%Gfs+5%MuAmat+4%; 川魔題材Btc$93.8k Hood+6%Djt+12%;Md:LunrRklb+10%Rtx+6%Umac+4%;Qc:Qbts+14%Qubt+7%;Dc:Ba+6%CclDal+3%;Cm:XFcxAa+4% Fi:Wfc+3%Jpm+2%;Evb:SsdiPfm+7%Lges+5%TxnStmNxpi+4%On+3% ---- 4/22.JL世股摘前瞻:川PUT再測成:比特幣領AI鏈大彈(憂關稅滯脹);EDT四月歐美基金半年報結算 財報:Tsla+5%(盤後+5%);NqRutDji2.7%Spi2.5%Eem1.5%Uso1.1%Gld-1.4%Tnx4.389;AI-chain:Hw:Aaoi+9%Vrt+6%Smci+4%ClsAphLiteLiteDell+3%;AI.Sw:Soun+9%PltrAppOrcl+4%AiCrw+3%;Np:VstNgr+6%Ceg+4% TG:Amzn+4%AaplMetaGoog+3%NvdaTsmMsftAvgo+2%;Sox+2.1%Mu+5%ArmIntc+4%MrvlSynaKlac+3%AmatAsml+2%; 川魔題材Btc$93.2k Mstr+8%Hood+6%Djt+5%;Md:Umac+6%Lunr+5%Rtx-10%;Qc:Ionq+6%;Dc:Tol+6%Nflx+5%Ccl+4%WhtMcd+3%;Cm:XAa+4%FcxXomCopCvx+3% Fi:MsGsBac+4%WfcJpmAig+3%;Evb:Stm+4%IfnnyAlb+3%;台-1.6%台店-1.2%日-0.2%韓-0.1%;港恒+0.8%國企+0.7%滬0.3%深-0.1%金龍+3.7%小米+6%美團-5% ---- 4/21.JL世股摘前瞻:川熊交易拋美資產:川噴鮑爾慢拍降息(憂關稅滯脹)股匯債三殺,躲金恐慌趕頂;EDT四月歐美基金半年報結算,財報:Unh-6% Tsla-6%;Nq-2.6%Dji-2.5%Spi-2.4%Rut-2.1%Uso-1.2%Eem0Gld3.1%Tnx4.41;台店-2.8%台-1.5%日-1.3%韓0.2%;深1.3%滬0.5%金龍-0.46 TG:Nvda-5%AvgoMetaTsmAmzn-3%AaplMsftGoog-2%;Sox-2.1%Mrvl-5%Arm-4%Mu-3%KlacAmdAsmlLrcx-2%;AI-chain:Hw:Vrt-8%AaoiSmci-6%Anet-5%ClsLite-4%Dell-3%;AI.Sw:OrclPanw-5%AppSnowSounCrm-4%Crwd-3%;Np:Vst-8%Ceg-7%Nrg-5%Ccj-4%Enr+11% 川魔題材Btc$87.1k Hood-3%;Md:Lunr-Rklb-6%Umac-5%;Qc:Qubt-8%Ionq-7%;Dc:CclAalCost-4%DalCat-3%;Cm:X-6%Cvx-3%;Fi:Ms-3%;Evb:TxnIfnnyF-2% ---- 4/22.JL世股摘前瞻:川普PUT再測成功:比特幣領AI鏈大彈(憂關稅滯脹);EDT四月歐美基金半年報結算 財報:Tsla+5%(盤後+5%);NqRutDji2.7%Spi2.5%Eem1.5%Uso1.1%Gld-1.4%Tnx4.389;AI-chain:Hw:Aaoi+9%Vrt+6%Smci+4%ClsAphLiteLiteDell+3%;AI.Sw:Soun+9%PltrAppOrcl+4%AiCrw+3%;Np:VstNgr+6%Ceg+4% TG:Amzn+4%AaplMetaGoog+3%NvdaTsmMsftAvgo+2%;Sox+2.1%Mu+5%ArmIntc+4%MrvlSynaKlac+3%AmatAsml+2%; 川魔題材Btc$93.2k Mstr+8%Hood+6%Djt+5%;Md:Umac+6%Lunr+5%Rtx-10%;Qc:Ionq+6%;Dc:Tol+6%Nflx+5%Ccl+4%WhtMcd+3%;Cm:XAa+4%FcxXomCopCvx+3% Fi:MsGsBac+4%WfcJpmAig+3%;Evb:Stm+4%IfnnyAlb+3%;台-1.6%台店-1.2%日-0.2%韓-0.1%;港恒+0.8%國企+0.7%滬0.3%深-0.1%金龍+3.7%小米+6%美團-5%;23.Taipei AMPA台北汽機車零配件展;25上海車展;Intc固樁;5/20台北電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9:WWDC;12.Amd ---- 4/21.JL世股摘前瞻:川熊交易拋美資產:川噴鮑爾慢拍降息(憂關稅滯脹)股匯債三殺,躲金恐慌趕頂;EDT四月歐美基金半年報結算,財報:Unh-6% Tsla-6%;Nq-2.6%Dji-2.5%Spi-2.4%Rut-2.1%Uso-1.2%Eem0Gld3.1%Tnx4.41;台店-2.8%台-1.5%日-1.3%韓0.2%;深1.3%滬0.5%金龍-0.46 TG:Nvda-5%AvgoMetaTsmAmzn-3%AaplMsftGoog-2%;Sox-2.1%Mrvl-5%Arm-4%Mu-3%KlacAmdAsmlLrcx-2%;AI-chain:Hw:Vrt-8%AaoiSmci-6%Anet-5%ClsLite-4%Dell-3%;AI.Sw:OrclPanw-5%AppSnowSounCrm-4%Crwd-3%;Np:Vst-8%Ceg-7%Nrg-5%Ccj-4%Enr+11% 川魔題材Btc$87.1k Hood-3%;Md:Lunr-Rklb-6%Umac-5%;Qc:Qubt-8%Ionq-7%;Dc:CclAalCost-4%DalCat-3%;Cm:X-6%Cvx-3%;Fi:Ms-3%;Evb:TxnIfnnyF-2% ----- 4/18.JL世股摘前瞻:復活節美股休;EDT四月歐美基金半年報結算與財報:日1%韓0.5%台0.3%台店0%;深0滬-0.1%; ---- 4/17.JL世股摘前瞻:(憂關稅滯脹)歐央行如預期降息25bp川皇嘴鮑爾;財報: Unh-22%;Lly+14%;Uso2.6%Rut0.9%Eem0.8%Spi0.1%Nq-0.1%Gld-0.4%Dji-1.3%Tnx4.333;日1.4%韓0.9%台-0.7%台店-0.4%;港恒1.6%國企1.5%深滬0.1%金龍-0.4% TG:Nvda-3%Avgo-2%MsftGoogAmzn-1%;Sox-0.6%Lrcx-2%Syna-2%;AI-chain:Hw:Cls+4%AaoiVrt+2%;AI.Sw:App+4%;Np:Enr+11%Ihi+6%Hitachi+3% 川魔題材Btc$84.8k Djt+12%;Md:Lmt-3%;Qc:Ionq+5%;Dc:NkeBbyCost+4%BaTgtHd+3%DisWhtTol+2%;Fi:Gs+2%;Cm:Cop+Xom+3%Aa-7%;Evb:Wolf+14%F+2%; ---- 4/16.JL世股摘前瞻:(憂關稅滯脹)鮑爾不降息,輝達提虧晶片領美股重挫,財報:Asml-7%,AmdNvda-7%Sox-4.1%Nq-3.1%Spi-2.2%Dji-1.7%Eem-1.2%Rut-1%Uso1.9%Gld3.3%Tnx4.28;台-2%台店-1.7%韓-1.2%日-1%;金龍-2.7%國企-2.6%港恒-1.9%深-1.1%滬0.3%美團-8%聯想-5%阿里小米-4% TG:Tsla-5%AaplTsmMsftMeta-4%Amzn-3%Avgo-2%;Sox-4.1%KlacGfsAmatLrcx-5%Skh-4%SynaArmIntcMrvlSwks-3%;AI-chain:Hw:Aaoi-9%Smci-5%CscoFii-3%;AI.Sw:PltrAppSoun-6%Orcl-3% 川魔題材Btc$84k Hood-8%;Md:Umac-6%Rklb-5%;Qc:Qbts-7%Qubt-6%;Dc:Aal-4%DisWht-3%;Fi:MsGsBac-2%;Cm;Evb:Wolf-5%OnSki-4%TxnAlbByd-3% --- 4/15.JL世股摘前瞻:(緩憂滯脹)台股小飆Cpo,Bbu,機器人等噴漲停;財報:Mc-8%, Bac+4%Wfc+2%,Dji-0.4%Uso-0.3%Spi-0.2%NqEem-0.1%Rut0.1%Gld0.5%Tnx4.323; 台店3.8%台1.83韓0.9%日0.8%;港恒國企滬0.2%深-0.2%金龍-0.5% TG:Meta-2%;Sox0.5%;AI-chain:Hw:Cls+2%;AI.Sw:Pltr+6%CrwdApp+4%;Np:Mhi+4%IhiVst+3% 川魔題材Btc$83.5k Djt+5%;Md:Rklb+10%Rhm+4%Umac-3%;Qc:Rgti-3%Dc:Nflx+5%Tgt-3%;Fi;Cm;Evb:Alb+6%Wolf-6%F-3% ----- 4/14.JL世股摘前瞻:緩憂滯脹;美股彈汽車稅臨豁台伺服器股漲停;EDT:四月歐美基金半年報結帳,15蘇媽來,17台積財報 Rut1.1%Eem0.9%SpiDji0.8%Nq0.6%Uso0.3%Gld-0.6%GmF+4%Tnx4.364;台店1.8%日1.2%韓1%台-0.1%;金龍+3.2%港恒2.4%國企2.1%深1.2%滬0.8%阿里+5% TG:Aapl+2%MetaAvgo-2%;Sox0.3%Syna+4%Intc+3%MuSwks+2% AI-chain:Hw:Dell+4%VrtHpq+3%ClsLite+2%;AI.Sw:Pltr+5%App-6%Ai-3%;Np:Erg+6% 川魔題材Btc$84.5k Msre+4%;Md:Rhm+6%Umac-6%;Qc:QbtsIonq-3%Dc:BbyWmtTgt+2%;Cm; ---- 4/11.JL世股摘前瞻:緩憂滯脹退金髮女;15.蘇媽來,17台積財報;美聯儲鴿美股彈Eem3.1%Sox2.5%Gld1.9%SpiUso1.8%NqHxc+1.7%DjiRut+1.6%Tnx4.493;台2.3%台店1.4%日-3%韓-0.5%;國企1.7%港恒1.1%深0.7%滬0.5% TG:Avgo+6%Aapl+4%Tsm+4%NvdaGoog+3%;Sox+2.5%AmdSwksAmat+5%QcomArm+4% AI-chain:Hw:Dell+4%ClsVrtIbm+3%Lite-6%Aaoi-4%;AI.Sw:App-5%Crwd-3%;Np:Ccj+6%VstCeg+2% 川魔題材Btc$83.4k Mstr+10%Hood+8%;Md:HanwhaA+5%Umac+4%;Qc:Dc:Dal+4%;Cm:Fcx+6%Bhp+4%Xom+3% Evb:Stm+8%Alb+4%Txn-6%Byd+7%TLc+4% ---- 4/10.JL世股摘前瞻:川續增習關稅至145%,大彈後回測:空頭回踹美科巨頭與晶片股:緩憂滯脹退金髮女;EDT:四月歐美基金半年報結帳, Sox-7.8%NqRut-4.3%Sp-3.5%Dji-2.5%Eem-1.7%Uso-3.4%Hxc-1.1%Gld2.4%Tnx4.394;台9.3%日9.1%台店9.1%韓6.6%;深2.5%港恒2.1%國企1.8%滬1.2%聯想+7% TG:TslaAvgoMeta-7%Nvda-6%AmznTsm-5%ApplGoog-4%;Sox-7.8%Mrvl-13%Swks-11%Mu-10%Syna-9%AmdIntcAmat-8%KlacLrcxGfs-7%ArmQcom-6%Asml-5% AI-chain:Hw:Aaoi-16%Lite-9%Smci-8%VrtCls-7%DellHpq-6%AnetGlw-4%Fujikura+17%Fit+13% AI.Sw:Soun-7%AppPltrSnowAiOrclCrm-4%;Np:VstCegNgr-5%Hitachi+14%Mhi+13%Ihi+9% 川魔題材Btc$79.6k Mstr-8%Hood-4%Djt-7%;Md:Lunr-7%Rklb-5%;Qc: Dc:Aal-14%Dal-11%Ccl-10%Nke-8%Dis-7%Bby-6%Tgt-5%Cat-4% Cm:CopX-9%AaCvx-8%Fcx-7%Xom-6% Evb:Stm-12%OnWolfNxpi-11%Alb-10%Txn-8%IfnnyGmTmF-4% Fi:GsMsWfc-5% ---- ***4/9.台股連三天鎖跌停潮10日轉漲停潮 4/9.JL世股摘前瞻:川投顧大驚奇噴科技巨頭TG晶片AI,關稅緩友90天,習皇低頭願協商,:緩憂滯脹退金髮女;EDT:四月歐美基金半年報結帳,財報17台積; 美股噴:Sox18.7%N q12.1%Sp9.5%Dji+7.9%Rut8.7%Eem6.9%Uso6.7%Hxc4.5%Gld3.7%Tnx4.4; TG:Tsla+23%NvdaAvgo+19%MetaAppl+15%TsmAmzn+12%MsftGoog+10%;Sox+18.7%ArmAmd+24%Swks+23%MrvlSyna+22%IntcMuGfs+19%Lrcx+18%Klac+17%Amat+16%AsmlQcom+15% AI-chain:Hw:Aaoi+30%Lite+20%Cls+19%Ter+17%VrtSmciDell+16%Hpq+11%AnetCsco+9% AI.Sw:Soun+23%Pltr+19%App+17%CrwdAi+16%Panw+13%Orcl+12%Sap+9%Crw+9%;Np:Ceg+17%Sedg+16%Vst+15%Ngr+14%Gnrc+13%Ccj+9% 川魔題材Btc$82.1k Mstr+25%Hood+24%Djt+22%;Md:Rklb+20%Lunr+16%Umac+15%Rtx+7%Lmt+4%;Qc:Rgti+22%Ionq+24%Qbts+16% Dc:AalDal+23%Ccl+18%Ba+15%Bby+13%Dis+12%Nke+11%CatTgtWmt+10%Nflx+9%Xhb+8%Tol+6%Unh+5% Cm:Fcx+16%Aa+15%Cop+11%Bhp+10%Cvx+7% Fi:Gs+12%Ms+11%Jpm+8%WfcAig+7%Bac+6% Evb:On+23%StmNxpi+21%Alb+19%Txn+16%Ifnny+15%Wolf+11%TmF+9%Gm+8%;Ibm+6% 台店-7.4%台-5.8%日-3.9%韓-1.7%;深1.8%國企1.4%滬1.3%港恒0.7%;中芯+10%小米+8%美團+4%;22汽車峰會,23.台北國際汽機車零配件展Taipei AMPA;25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9WWDC ---- ***4/8.JL世股摘前瞻:關稅引憂滯脹退金髮女;美AI科技晶片彈再踹庫藏股出;日中股彈台股續踹中續嘴硬;EDT:四月歐美基金半年報結帳,財報17台積 美股Tnx4.262; Hxc-5.1%Uso-4%Rut-2.7%Nq-2.2%Sp-1.6%Eem-1.4%Dji-0.8%Gld0.5%; TG:AaplTsla-5%TsmAmzn-3%Goog+2%Nvda-1%Avgo+1%;Sox-3.6%Swks-8%Intc-7%AmdSynaGfs-6%QcomMu-4%ArmAsmlLrcxAmat-3% AI-chain:Hw:Hpq-6%LiteSmci-4%Dell-3%Anet+2%Fujikura+19%Fii-10% AI.Sw:Soun-6%Ai-5%;Np:Enr+5%Ceg+3%Hitachi+14%IhiMhi+11% 川魔題材Btc$79.6k Mstr-11%DjtHood-4%;Md:Umac+4%Rhm+6%LmtRtx+3%;Qc:Qubt-8%Rgti-7%IonqQuts-6%;Dc:Bby-8%AalTgt-6%DalNkeTolXhb-4%CarCsco-2%Unh+5%;Cm:Aa-8%Bhp-5%CopFcxIp-4%CvxXom-2%; 國企2.3%滬1.6%港恒1.5%深0.6%金龍 -5%;日6%韓0.3%台店-6.7%台-4% Evb:Wolf-16%Alb-13%On-9%StmNxpiF-6%TxnIfnny-5%Byd+5% 小米+7%美團+5%中芯+4% ---- ***4/7.JL世股摘前瞻:中台日韓假後股補跌,美AI科技晶片領反彈;滯脹退金髮女;EDT:四月歐美基金半年報結帳,營收,財報17台積 中股領亞股崩:國企-13.8% 港恒-13.2%深-10.8 %金龍-5%;台股台店-9.7%日-7.8%滬-7.3%韓-5.6%;聯想-23%小米-21%阿里-18%中芯-16%美團匯豐銀-15%東方外海-14%騰訊-13% 美股Tnx4.155;Nq0.1% Sp-0.2%DjiRut-0.9%Gld-2.2%Uso-2.9%Eem-3.7%;TG:Avgo+5%Nvda+4%AmznMeta+2%Tsla-3%Appl-4%;Sox+2.7%Mu+6%LrcxAmatKlac+5%Mrvl+3%Syna-6%; AI-chain:Hw:Smci+11%Vrt+7%AnetCls+6%LiteDell+5%Hpq+3%Fit-27%Fujikura-16%Fii-18% AI.Sw:App+6%Pltr+5%Soun+4%;Np:CegVst+5%Nrg+3%Mhi-13%Hitachi-12%Ihi-9% 川魔題材Btc$79.4k Mstr-9%Ibit-7%Hood+3%;Md:Umac-11%Lunr+4%Rklb+7%Rhm-3%HwA-9%;Qc:Ionq+10%Rgti+11%;Dc;Bac+3%;Tol-6% Cm:X+16%Fcx+4% Evb:容百-20%比亞迪-16%天齊鋰-15寧德時代-11%贛鋒鋰-10%OnF+4% --- ***4/4.JL川魔團炒股空精3+4:Msci-12%Ewt-10%Tsm-13%暴跌後美企大撿低換手 4/4.JL世股摘前瞻:川魔關稅續點金成屎D+1續暴崩財富蒸發:滯脹退金髮女;EDT:四月歐美基金半年報結帳,營收,財報17台積 美股川崩Tnx3.985 Sox-7.6%SpUso-6%Nq-5.8%Eem-5.6%RutVnq-4.4%Gld-2.3%,金龍-8.9%; TG:Tsla-10%NvdaAaplTsm-7%AvgoMeta-5%MsftAmzn-4%Goog-3%;Sox-7.6%Mu-13%Intc-12%Mrvl-12%Arm-10%QcomAmdLrcx-9%Gfs-8%SynaKlacSwks-7%Amat-6% AI-chain:Hw:Aaoi-16%VrtFujikura-12%Anet-10%SmciGlwFit-8%DellLiteIbm-7%AphVzCat-6%HpqCsco-5%Cls-4% AI.Sw:App-16%Soun-12%Pltr-11%SnowCrwdOrclPanw-7%AiCrmSap-6% Np:CegNrg-10%Vst-9%CcjTer-8%Mhi-6%Ihi-5% 川魔題材Btc$84k Hood-10%Djt-7%;Md:UmacRtx-10%LunrRklb-9%Rhm-6%Lmt-5%;Qc:Qubt-14%IonqQbts-11% Dc:Ba-9%Nflx-7%Dis-6%CclWmtCost-5%Dal-4% Cm:Fcx-13%AaBhpCop-9%Cvx-8%Xom-7% Fi:AigBacGsMs-8%JpmWfc-7% Evb:Alb-12%TxnIfnny-8%Nxpi-6%OnStm-5%;日-2.8%韓-0.9%;中:百度-8%;25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌會;6/9WWDC: ----- ***4/3.JL世股摘前瞻:川魔關稅點金成屎股血崩:憂滯脹逼退金髮女;EDT:四月歐美基金半年報結帳,營收三月,財報17台積 美股川崩Tnx4.061 Sox-10%UsoXhb-7.1%Rut-6.6%Nq-6%Sp-4.8%Dji-4%Eem-2.1%Gld-0.6%; TG:Avgo-11%AaplMetaAmzn-9%NvdaTsm-8%Tsla-5%Goog-4%;Sox-10%Syna-18%Mu-16%MrvlLrcxSwks-12%MrvlArmQcomKlac-10%AmdSwks-9%Amat-8%Asml-7% AI-chain:Hw:LiteAaoi-20%Dell-19%Cls-16%Hpq-15%Vrt-13%Anet-11%GlwFujikura-9%Fit-8%AphSmci-8%Anet-7% AI.Sw:SnowApp-10%Ai-8%CrwdCrmOrcl-6%PanwAdbe-5%;Np:Vst-15%Ceg-11%NrgTer-10%Ccj-4%; 川魔題材Btc$82k HoodMstr-10%Djt-5%;Md:Lunr-9%RklbUmac-8%;Qc:Ionq-7% Dc:Bby-18%CclNke-14%TgtDal-11%BaAal-10%Csco-7%;Cm:Fcx-12%Aa-11%CopIp-10%Cat-9%X-8%Cvx-6%Xom-5% Fi:Bac-11%Ms-10%GsWfc-9%Jpm-7% Evb:On-13%NxpiStm-11%Gnrc-10%TxnIfnnyAlb-8%F-6%Tm-5%Gm-4% 日-2.8%韓0.8%;中:金龍-1.9%港-1.5%國企-1.3%深-1.1%滬-0.2%金龍-0.1%:聯想-8%阿里-5% ----- **4/2.JL世股摘前瞻:憂關稅公佈滯脹逼金髮女:川魔狠關稅:盤後股期崩:納期-4.7%標期-3.9% Tsla-8%Aapl-7%NvdaTsm-6%;EDT:四月歐美基金半年報結帳,三月營收,財報 TG:Tsla+5%AmznAvgo+2%;Sox0.9%Gfs+3%;AI-chain:Hw:Aaoi+6%LiteFit+5%ClsDell+4%Aph+3%;Np:Ihi+6%Nrg+4%VstCegNrg+4%;Sw:Soun+6%PltrAppOrclCrwdAi+3%; 踹川馬行情Btc$83.6kDjt-5%Tnx4.196Djt-7%;Md:Lunr+11%Rklb+7%Umac+4%Rhm-4%;Qc:Rgti+9%Ionq+8%;Dc:Aal+3%;Fi:Ms+3%Gs+2% 美股關稅盤後崩: Rut1.7%NqUso0.9%Sp+0.7%Dji0.6%Gld0.2%Eem0.1%;台店0.7%日0.3%韓-0.6%;中股:深滬0.1%港恒0國企金龍-0.1% Evb:PfmSkiSsdi-4% ---- **4/1.JL世股摘前瞻:憂關稅公佈滯脹逼金髮女;EDT關稅2日開獎;四月歐美基金半年報結帳,三月營收,財報17台積 TG:Tsla+4%GoogMsftNvdaTsm+2%;Sox0.3%Mu+2%IntcGfs-3%;AI-chain:Hw:Vrt+4%Smci+2%;Np:VstEnr+4%NrgCeg+3%;Sw:App+7%Crwd+3%; 踹川馬行情Btc$85kMstr+6%Djt+4%Tnx4.156;Md:Umac-4%;Qc:Ionq+5%;Dc:Dal-3%Nke+2%;Fi;Mrna-3% 美股暫回穩彈: Nq0.9%Sp+0.4%Eem0.3%RutDji0Gld-0.2%Uso-0.3%;台店2.3%台2.8%日0韓1.6%;中股:金龍0.5%港恒滬深0.4%:小米-5%中芯-4%;PfeLly-3% Evb:Wolf-8% --- 3/31.JL世股摘前瞻:關稅憂滯脹金髮女恐慌逼政策;EDTQ1結帳狗熊翻Wolf+18%;踹AI;4月結帳與財報季:久等4/2關稅公佈日 TG跌縮:Aapl+2% Tsla-2%;Sox-0.3%AsmlMu-2%;AI-chain:Hw:Aaoi-6%Cls-5%Fit-4%Vrt-3%;Np:Hitachi-6%MhiIhi-4%;Sw:Soun-4%SnowAppAi-3%; 川馬踹踹行情Btc$82.6kTnx4.246;Md:Umac-9%Lunr-8%UmacRklb-4%;Qc:Qubt-5%;Dc:Wmt+3%Ibm+2%;Fi:Aig+4%;Cop+3%;Mrna-9% 美股跌憂滯脹踹AI: Uso3.4%Gld1.4%Dji1%Sp0.6%Nq-0.1%Eem-0.2%Rut-0.6%;台店-5.2%台-4.1%日-4.1%韓-3%;中股:港恒-1.3%國企-1.1%深-1%金龍-0.6%滬- 0.5%:中芯小米-4%; Evb:Ski-7%LgePfm-6%BydOn-3% ---- 3/28.踹川馬恐慌逼政策行情Wolf-52%空軍大勝黑色星期五:通膨滯脹踹AI:高盛北京蔡崇信:EDT會展Q1,4月財報季:;關稅踹汽車4/2; 13.大阪萬國博覽會 3/28.JL世股摘前瞻:滯脹逼金髮女股崩恐慌逼政策; 踹科巨TG:Goog-5% AmznMetaTsla-4%MsftAppl-3%TsmAvgoNvda-2%;Sox-2.95%ArmMrvlKlacIntc-4%AmdQcomSwksLrcxGfsMu-3% AI-chain:Hw:Aaoi-8%Dell-5%Vrt-3%ClsLite-2%;Np:Enr-4%;Sw:Pltr-5%SounSnowAi-4%AiOrclCrmCrwdAdbe-3%App+4%; 川馬踹踹行情Btc$84.4kMstr-11%Hood-5%Tnx4.369;Md:Umac-7%Lunr-5%Rhm-3%;Qc:Quts-6%Qubt+6%;Dc:Dal-5%CclAalNflxNke-4%TgtBbyBa-3%;Fi:BacMsGs-3%;AaFcx-4% 美股跌憂滯脹踹AI: Nq-2.7%Rut-2.1%Sp-2%Eem-1.9%Dji-1.7%Uso-0.9%Gld0.7%;Twi-2.3%Ks-1.9%Jnk-1.8%Two-1.6%;Evb:On-6%Nxpi-5%Ifnny-4%SsdiTm-3% 中股:Hxc-3.1% Szi-0.9%Hsce-0.8%HsSsi-0.7%中芯百度聯想-5%;4/22汽車峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌大會;WWDC:6/9 ----- 3/27.EDT會展Q1作帳,4月財報季:AI踹踹隊:高盛北京蔡崇信踹晶片,混水踹App-20%;川皇踹汽車4/2.關稅25%:Gm-7%;13.大阪萬國博覽會 3/27.JL世股摘前瞻:憂滯脹期金髮女郎; AI-chain:Hw:Aaoi-9%VrtSmci-6%Cls-4%LiteAnet-3%;Np:Enr-5%VstCeg-4%;Sw:Panw-6%Soun-5%;TG:Avgo-4%Tsm-3%;Sox-2.1%AmdMrvl-3%ArmAsmlAmat-2% 川馬行情Btc$87k Gme-22%Tnx4.369;Md:Lunr-6%Rklb-5%;Qc:Rgto-8%Ionq-5%;Dal-4%Aal-3%;MsGs-3%;AaFcx-4% 美股跌踹AI車關稅Nq-0.5%RutDji-0.4%Sp-0.3%Uso0.1%Eem0.5%Gld1.3%;TwiTwoKs-1.4%Jnk-0.6%;Evb:Rivn+8%Wolf-8%F-4%NxpiSsdiTm-3% 中股:Hxc1.4%Hs 0.4%Hsce0.3%Ssi0.2%Szi-0.1%小米-4%中芯+4% ---- 3/26.踹算力股輝達領跌:傳北京踹輝達,傳微軟減建資料中心;高盛調降AI伺服器出貨與廣達至中性;阿里蔡崇信稱AI泡沫踹黃主教;EDT會展Q1作帳,4月財報季:4/2.關稅汽車25%;13.大阪萬國博覽會 3/26.JL世股摘前瞻:憂滯脹期金髮女郎; AI-chain:Hw:Vrt-11%AaoiCls-10%Smci-9%Lite-7%Anet-6%Dell-3%;Np:VstPwr-6%Nrg-5%Ceg-4%;Sw:Soun-8%App-5%CrwdPltrSapOrcl-4%Crm-3%;TG:NvdaTsla-6%Avgo-5%Tsm-4%Goog-3%;Sox-3.3%Arm-8%Mrvl-7%Amd-4%IntcAsml-3% 川馬行情Btc$86.6k Djt-8%Hood-7%Gme+12%Tnx4.338;Md:LunrUmacRklb-4%;Qc:Rgto-7%QubtQbts-6%;MsGs-2%;Dc:Nflx-3%;Fcx-4% 美股踹輝達領崩: Nq-2%Sp-1.1%Rut-1%Eem-0.6%Dji-0.3%Gld-0.1%Uso0.8%;Ks1.1%Jnk0.7%Twi0.2%Two-0.1%;Evb:Wolf-5%StmIfnny-4%GmAlb-3%;Mrna-7% 中股成峰:Hs0.7% Hsce0.4%Szi0.4%Ssi0 ---- 3/25.高盛調降AI伺服器出貨與廣達至中性;阿里蔡崇信稱AI泡沫踹黃主教;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/25.JL世股摘前瞻:憂滯脹期金髮女郎;中股成峰: Hs-2.4%Hsce-2.7%Hxc-1.2%Szi-0.6%Ssi0%小米-6%阿里美團-4% AI-chain:Hw:LiteClsSmciFit-3%AaoiVrt-2%;Np:Ccj-3%;Sw:Crwd+3%Adbe+2%;TG:Tsla+4%Goog+2%AmznMetaAapl+1%;Sox-0.7%Mu-3% 川馬行情Btc$87.6k Djt+9%Tnx4.307;Md:Umac-6%;Qc:Qubt-3%;Dc:AalWmtTgt-3%Nflx+3%;X+5%Fcx+3% 美股特斯拉領彈: Nq0.5%Gld0.4%Sp0.2%DjiUso0.3%Eem-0.3%;Two0.8%Jnk0.5%Twi0.1%Ks-0.6%;Evb:BydWolf-4% --- 3/24.Tsla+12%領美股大狗熊翻軋空,俄美和談磋商;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/24.JL世股摘前瞻:憂滯脹期金髮女郎;財報: Lunr+30%;AI-chain:Hw:Lite+11%Aaoi+9%Vrt+6%Anet+5%ClsAph+4%;Np:Pwr+4%VstCegCcj+3%;Sw:App+8%Pltr+6%Soun+5%Ai+4%Snow+3%;TG:MetaAmzn+4%NvdaTsm+3%Goog+2%;Sox+3%Amd+7%Arm+5%KlacLrcxMrvlGfsSwks+3% 川馬行情Btc$87.4k Mstr+10%Hood+9%Tnx4.33;Md:Rklb+6%Umac+5%;Qc:Qubt+18%Ionq+17%Rgti+8%;Dc:Dal+5%Aal+4%Tgt+4%;Fi:MsGsJpm+3%;Tol+4%;Fcx+3% 美股特斯拉領彈: Rut2.6%Nq2.3%Sp1.8%Dji1.4%Uso1.1%Eem0.5%Gld-0.5%;Two-1%Twi-0.5%Ks-0.4%Jnk-0.2% Evb:RivnNxpi+5%OnTxn+4%IfnnyBydGm+3% 中:Hs1.2%Hsce0.9%Ssi0.2%Szi-0.7%Hxc0 ---- 3/21.商務部長狂推Tsla+5%,俄美和談磋商;EDT會展Q1作帳,4月財報季:25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片;13.大阪萬國博覽會 3/21.JL世股摘前瞻:憂滯脹期金髮女郎;財報:Mu-8%Nke-5% 中:Hsce-2.3%Hs-2.2%Szi-1.8%Hxc-1.7%Ssi-1.3%:中芯-7%阿里-4%小米-3% AI-chain:Hw:Smci+8%LiteAaoiFit-3%;Np:Ihi-5%;Sw:Pltr+4%Soun+3%;TG:MetaAapl+2%;Sox-0.9%AsmlLrcx-2%Skh+3% 川馬行情Btc$84.1k Tnx4.252;Md:Umac+7%Rhm-3%Lmt-6%;Qc:Qbts-4%Qubt-12%Ionq+5%; 美股特斯拉領彈:Nq 0.5%SpDjiUso0.1%Eem-0.5%Rut-0.6%Gld-0.8%;Two-0.8%TwiJnk-0.2%Ks0.2%;Ibm-4%Ba+3% Evb:Rivn+7%Wolf-10%Byd-8%Ifnny贛鋒鋰天齊鋰-3%;4月22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道,谷歌大會 --- 3/20.EDT會展Q1作帳:關稅憂壓回央爸會後彈,GTC黃主教佈道後量子計算崩:Qc:Qbts-18%Qubt-12%RgtiIonq-9%,中股大回;25.蘋果上海會;26.單車展;關稅4/2:醫藥品汽車晶片; 3/20.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Cls+4%;Np:Enr-3%;Sw:App+3%Soun-3%;TG:Tsm+2%;Sox-0.7% 中:Hxc-3.8%Hsce-2.3%Hs-2.2%Ssi-0.5%Szi-0.6%:美團騰訊阿里百度-4% 川馬行情Btc$84.3k -3%Tnx4.233;Md:Rhm-3%Umac-4% 美股央爸會彈後回: Uso1.8%Eem-0.9%Rut-0.7%Nq-0.3%Sp-0.2%Gld-0.1%Dji0;Two1.9%Twi1.5%Ks0.3%Jnk;Ibm-4% Evb:AlbWolf-3%StmRivn天齊鋰-4% ---- 3/19.EDT會展Q1作帳:GTC黃失靈;美央爸宣QT緩後冒險資產全線漲;25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片; 3/19.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Smci+6%VrtClsAaoi+5%Glw+3%;Np:VstNrhIhi+4%MhiEnrCegCcj+3%;Sw:App+7%PltrSounCrwdAi+3%;TG:Tsla+5%Avgo+4%GoogNvda+2%;Sox1%Amd+3%Intc-7% 川馬行情Btc$86.8k +5%MstrHood+7%Tnx4.256;Md:Rhm-5%LunrRklb+4%Umac+3%;Qc:QubtRgti-3%;Nflx+4% 觀旅Ba+7%Ccl+5% AalDal+4%;Aa+4% 美德股央爸會後彈油金: Rut1.6%Nq1.4%Sp1.1%Dji0.9%Gld0.4%Uso0.3%Eem0.2%;Two-1.4%Twi-1.1%Jnk-0.3%Ks0.6%; 中:SsiHs0.1%Hsce-0.2%SziHxc-0.4% Evb:Wolf+9%BydSki+4%Catc+3% ---- 3/18.川馬踹踹行情:踹隊續踹空;加多省取消補貼Tsla-5%;GTC黃主教佈道,Amd蘇媽北京佈道會失靈Nvda-3%,量子QC: Ionq-9%Rgti-8%;等待20美央爸會與關稅;EDT會展Q1作帳;25.蘋果上海會;26.單車展;4/2.關稅:醫藥品汽車晶片; 3/18.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Smci-10%VrtCls-5%AaoiLite-4%;Np:Ihi-5%Ceg-4%;Sw:App-9%Soun-4%Orcl-3%;TG:Meta-4%Avgo-3%Goog-2%;Sox-1.6%Mrvl-3% 川馬踹踹行情Btc$82.7kHood-5%Mstr-4%Tnx4.281;Md:Rhm+6%Lunr-11%Umac-7%Rklb-6%;X-4%;Ccl-4%Dal-2% 美德股油金續探底: Nq-1.7%Sp-1.1%Rut-0.9%Uso-0.7%Dji-0.6%Eem-0.5%Gld1.2%;Jnk1.2%Two1%Twi0.7%Ks0.1%; 中:Hsce2.8%Hs2.5%Szi0.5%Ssi0.1%Hxc-0.2%:阿里+6%中芯+4%小米+3% Evb:Wolf-9%Byd+4% ----- 3/17.EDT會展Q1作帳,17GTC,18.黃主教佈道,美林亞太科技投資論壇;20美央爸會;25.蘋果上海會;26.單車展;超級無敵狗熊翻: Intc+7%,QC:Qubt+13%Qbts+10%;小摩等入踹踹隊,墨砍星鏈單踹Tsla-5%;傳谷歌發哥合作脅博通 3/17.JL世股摘前瞻:憂滯脹期金髮女郎;AI-chain Hw:Lite+7%Aaoi-5%;Np:Mhi+12%Ihi+10%Enr+3%;Sw:App+5%OrclCraw+3%Soun-3%;TG:Nvda-2%Tsm+1%;Sox1.4%AmdSyna+4%Arm+3%Asml+2%三星電+5% 川馬交易比特幣彈Btc$84.1kHood+7%Tnx4.206;Md:Umac+24%Lunr+8%;Aa+4%X+3%Fcx+2% 滯脹消費航:AalCcl +4%NflxBbyNke+3% 美德股大反彈油金: Eem1.7%Rut1.2%Dji0.9%SpUso0.6%Gld0.5%Nq0.3%;Ks1.7%Jnk0.9%Twi0.7%Two0.3%; 中股Hxc4%Hs0.8% Hsce0.6%Ssi0.2%Szi0.1%:百度+9%小米+4%; Evb:Alb+4%Wolf+3%TxnOn+2% ---- 3/14.美中股衝;超級無敵大狗熊翻:量子計算,Aaoi小飆被入股噴39%領AI鍊衝;EDT會展Q1作帳,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/14.JL世股摘前瞻:憂滯脹期金髮女郎;超級無敵大狗量子計算:Qbts+47% Qubt+29%Rgti+28%Ionq+17%;AI-chainHw:Smci+8%ClsLite+6%Vrt+5%Anet+4%Dell+3%;Np:VstNrg+5%Ceg+3%;Sw:Soun+16%AppPltr+8%Crwd+6%Adbe+4%AiCrm+3%;TG:Nvda+5%Tsla+4%MetaMsft+3%AmznAvgoAapl+2%;Sox3.3%Mu+6%ArmLrcxKlac+5%Amat+4%QcomAmdAsmlGfs+3% Evb:Wolf+14%Byd+7%AlbStm+4%Ifnny+3% 川馬交易比特幣彈Btc$84.4kMstr+13%Hood+9%Tnx4.308;Md:Umac+13%Lunr+9%Rklb+7%Rhm+6%;AaX+4%XomCopFcx+3%;Fi:WfcGsMsJpmBac+3% 滯脹消費航:Dal+6% Ccl+4%Nflx+3% Evb:IfnnyStm-3%Rivn-4% 美德股大反彈油金: Nq2.6%Rut2.5%Sp2.1%Eem1.8%Dji1.7%Uso0.9%Gld0;Jnk0.7%Two0.3%Twi0Ks-0.3%; 中股Hsce2.8%Hxc 2.7%Szi2.3%Hs2.2%Ssi1.8%:Byd+7%茅台酒+6%美團+5%;4月:關稅:醫藥品汽車晶片延4/2;13.大阪萬國博覽會;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教19佈道揭亞洲總部,谷歌開發者大會 ----- 3/13.關稅戰激升股價跌,超級無敵大狗熊翻:Aaoi小飆盤後噴47%,Intc+14%新CEO,Btc暫止跌;EDT會展Q1作帳:工業電腦展,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/13.JL世股摘前瞻:憂滯脹期金髮女郎 AI-chainHw:Fit-9%AaoiSmci-8%Lite-6%Cls-4%Vrt-3%;Np:VstCeg-3%;Sw:財報:Adbe-14%,PltrCrm-5%Crwd-4%Ai-3%;TG:Meta-5%TslaTsmAaplAmznGoog-3%;Sox-0.6%Amd-3% 川馬交易比特幣彈Btc$81.5kHood-7%Tnx4.274;Md:Lunr-10%Umac-7%;Qc:Quts+19% 滯脹消費受害航:Dal -3%Cost-4%BbyNflx-3% Evb:IfnnyStm-3%Rivn-4% 美德日韓台股油金: Np-2%RutUso-1.6%Sp-1.4%Dji-1.3%Eem-0.4%Gld1.8%;Twi-1.4%Two-1.1%KsJnk-0.1%; 中股Szi-1.1%Hs-0.6% Hxc-0.5%Hsce-0.5%Ssi-0.4%:中芯-5%; ---- 3/12.CPI緩反彈續:超級無敵大狗熊翻:量子計算領噴,Intc新CEO與台積組併噴,特斯拉輝達續衝; EDT會展Q1作帳:18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/12.JL世股摘前瞻:憂滯脹期金髮女郎Qc:Ionq+17%Qubt +15%Rgti+11% AI-chainHw:Aaoi+15%Smci+4%LiteClsVrtDell+3%;Np:Vst+7%Enr+9%Mhi+5%Ngr+4%Ceg+3%;Sw:SounPltr+7%App+6%CrwdOrcl+5%;TG:Tsla+8%Nvda+6%Tsm+4%AvgoMetaGoog+2%;Sox2.5%Mu+7%Skh+6%IntcAsm+5%LrcxAmdMrvl+4% 川馬交易比特幣彈Btc$83.9kHood+7%Tnx4.31;Md:Lunr+15%Rhm+10%Umac+7%;Aa+4%BaFcxX+3%; 滯脹消費受害航: AalTgt-5%DalBbyWmt-3%Nflx+3%;Mrna+4%; Evb:Wolf-4%Lgc+5% 美德日韓台股油金: Uso1.9%Np1.2%Eem0.6%Sp0.5%Gld0.4%Rut0.1%Dji-0.2%;Ks1.5%Two0.9%Twi0.2%Jnk0.1%; 中股Hxc-1.2%Hsce Hs-0.8%Szi0.1%Ssi-0.2%聯想-7% ---- 3/11.AI鍊比特幣特斯拉反彈;關稅不確定股市續震憂經濟滯脹消費減航空大跌;EDT會展Q1作帳:18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/11.JL世股摘前瞻:憂滯脹期金髮女郎,AI-chain大彈:Hw:Smci+11% Lite+8%ClsAaoiVrt+7%Hpq-5%;Np:EnrVst+5%NgrPwr+4%Ceg+3%;Sw:App+8%Crwd+7%; TG:Tsla+4%Avgo+3%Nvda+2%Aapl-3%;Sox-0.7%Gfs-6%Swks-5%Arm-4% 川馬交易比特幣彈Btc$82.8k+5%Mstr+9%Tnx4.288;SR:UmacRklb+4%Lunr-4%;Qc:Qbts+16%; 滯脹消費受害航: Aal-8%Dal-7%DisBby-5%DisMcd-3% 財報:Ter-17%; Evb:AlbTxn-5%Lgc-4% 美德日韓台股油金: Dji-1.1%Sp-0.8%Np-0.2%Rut+0.2%EemUso0.8%Gld1.2%;Two-1.7%Two-1.5%Ks-1.2%Jnk-0.6%;Mrna-6%;Vz-7%Ibm-3% 中股Hxc2.8%Hsce 0.4%Hs0Ssi0.4%Szi0.3% Cm:X+5%Fcx+4%AaCop+3%; ----- ****誤刪3/7，3/10 黑色星期一 ------ 3/6.EDT會展Q1財報作帳:MsTMT,10.Satellite,18GTC,20美央爸會;25.蘋果上海會;26.單車展 3/6.JL世股摘前瞻:期金髮女郎憂滯脹;Mrvl-20%惨財報領AI鍊崩:(AvgoAht +12%財報好將領反漲?) AI-chain:Hw:Aaoi-14%Cls-10%Lite-9%Vrt-7%Smci-5%AnetDell-4%,Np:Vst-10%Ceg-9%Nrg-8%Mhi+11%Hitachi+7%Enr+6%Ihi+3%;Sw:App-18%Snow-12%Pltr-11%Orcl-7%Soun-6%CrwdAi-5% 滯脹受害股消費航旅:Nflx-9%Ccl-7%美航-6%Dis-4%波音達航-3% TG:AvgoTslaNvda-6%Tsm-5%MetaAmzn-4%;Sox-4.5%Arm-6%Mu-5%KlacLrcx-3%Intc0;Mrna+16% 川馬政策行情:Btc $90.2kHood-7%Tnx4.286;SR:Lunr-20%Rklb-9%Umac-7%;Qc:Ionq-10%Qubt-8%Qbts-7%;Fi:GsMs-4%WfcJpmBac-2% 中概慶二會Hsce 3.6%Hs3.3%Szi1.8%Ssi1.6%Hxc-0.8%:阿里騰訊+8%美團聯想+5% Evb:AlbByd+3%On-6%Txn-3%;Vz+3% 美德台日韓股油金: Dax3.4%Nq-2.6%Sp-1.8%Rut-1.6%Dji-1%Eem-0.6%Gld-0.5%Uso-0.4%;Jnk0.8%Ks0.7%Two0.1%Two-0.7%;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ----- 3/5.川皇國會演講提振彈川馬妖瘋行情股幣:美烏復談,加墨汽車關稅戰緩,德擴大財政支出股衝Dx+3.4%Enr+8%Rhm+7%;EDT會展Q1財報作帳:10.Satellite,18GTC,20美央爸會,單車展 3/5.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Crwd-6%,Mrvl-15%Aht 中概慶二會:Hxc6.4 %Hsce3.1%Hs2.8%Ssi0.5%Szi0.3%:阿里+9%小米中芯+7%美團+6%百度聯想+5%騰訊Byd+3%;原物料:銅Fcx+9%美鋁+4% Evb:StmGm+7%IfnnyTmF+6%OnPfm+5%Alb+3% TG:MsftAmznMetaTsla+3%TsmAvgo+2%;Sox+2%AsmlLrcxSyna+4%MuQcom+3%Mrvl+2%Intc-2%;Cat+4%;Mrna+16% 川馬政策行情:Btc $90.4kMster+12%Tnx4.235;SR:Umac+6%Rklb+7%Lunr+5%;Qc:Qbts+5% AI-chain:Hw:FujikuraFit+7%LiteAnetDell+3%Aaoi-3%,Np:Mhi+8%Ihi+5%Ccj+3%;Sw:Pltr+7%Soun+4%Orcl+3%App-3%; 美德台日韓股油金: Dax3.4%Eem3%Nq1.5%DjiSp1.1%Rut1%Gld0.2%Uso-2.6%;TwoKsTwi1.2%Jnki0.2%;消費航旅:美航+6%達航+4%; ----- 3/4.美加回擊美關稅台:德股回挫-3.5%Enr-8%;EDT會展Q1財報作帳:5.中二會;10.Satellite,18GTC,20美央爸會 3/4.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報AI-chain:Hw:Smci+9%Glw-4%Cls-3%,Np:Ihi+12%Mhi+8%VstCcj+2%;Sw:AppOrcl-3%Soun-6%;TG:Tsm+4%Goog+2%Nvda+2%Meta-2%Tsla-4%;Sox+0.6%MrvlAmd+3%Intc-6% 川馬政策行情:Btc $86.6kMster+10%Hood-3%Tnx4.21;SR:Umac-3%Rtx-4%;Qc:Qbts+9% 美台日韓股:Dji-1.6 %Sp-1.2%Rut-1.1%Nq-0.4%Uso0Eem0.8%Gld0.9%;Jnki-1.2%Two-0.7%Ks-0.2%Twi0.3% 中國開二會前:Hxc2% Szi0.7%Ssi0.2%Hsce-0.6%Hs-0.3%:Byd-7% Evb:Alb+3%Pfm-8%Lges-6%Ssdi-5%;消費航旅:達航波音-7%達航-6%美航-4%DisTgtWht-3%Ccl-6%Bby-12%;Cm:Ip-7%X-3%;Fi:BacMs-6%Wfc-5%GsJpm-4%Aig-3%;25.蘋果上海會;26.單車展;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ---- 3/3.中美貿易戰輝達被抓包新加坡轉中,台積被逼增美產,先進製程重復單減:AI晶片硬體供應鏈股價挫;Rhm+14%歐軍工衝;EDT會展Q1財報作帳:5.中二會;10.Satellite,18GTC,20美央爸會 3/3.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報 AI-chain:Hw:Aaoi-19%Smci-13%Cls-11%Vrt-10%Anet-8%DellLite-7%Fit-5%,Np:VstCegCcj-7%NrgEnt-5%Ihi+8%Mhi+7%;Sw:App+4%Ai-6%Soun-5%; ;TG:Nvda-9%Avgo-6%Tsm-4%TslaAmzn-3%;Sox-4%Arm-8%Mrvl-7%GfsSyna-5%AmdAmat-4% 川馬政策行情:Btc$85.3 k-8%Hood-6%Tnx4.18;SR:Umac-16%Rklb-9%Lunr-8%;Qc:Qbts-11% 美台日韓股:Uso-3% Rut-2.8%Nq-2.6%Sp-1.8%Dji-1.5%Eem-0.9%Gld1.3%;Jnki1.7%Two-1.3%Twi-1.5%; 中國開二會前:Hxc -3%HsceSzi0.3% Hsi0Ssi-0.1%:中芯-4% Evb:Wolf-10%Alb-9%On-5%贛鋒鋰天齊鋰+6%; 消費航旅:美航達航CclTgtCatTol-3%Bby-4%; Cm:Cop-7%Aa-6%Fcx-4%XomCvxX-3%Fi:GsMs-3% --- 2/28.EDT會展Q1財報:3/3.Mwc,Timtos;5.中二會;10.Satellite,18GTC,20美央爸會 2/28.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報 Hpq-7%,Dell-5%,Aaoi-9%;TG:TslaNvda+4%;Sox+1.7%Mrvl+5%Intc+3%Swks+4%;AI-chain:Hw:Fit-10%Fujikura-7%Smci-3%Vrt+3%,Np:Vst+3%Mhi-4%;Sw:Soun+17%; 川馬政策行情:Btc$84.9 kMstr+6%Tnx4.285;SR:Umac+5%;Qc:Rgti+5% 美股台日韓股:NqSp1.6% Dji1.4%Rut1.1%Eem-1.4%Gld-0.6%Uso-0.1%;Ks-3.4%Jnki-2.9%TwiTwo; 中國開二會前:Hsce -3.6%Hsi-3.3%Szi-2.9%Ssi-2%Hxc-1.8%:Byd中芯-7%聯想天齊鋰美團阿里小米-6% Evb:Lgc-7%Ssdi-6%LgesSki-5%Gm+3%;美鋼+3% Fi:BacAig+4%MsGs+3%WfsJpm+2%;疫苗Mrna-7%;美航-4% ----- 2/27.AI供應鏈,川馬妖瘋股續崩:EDT財報會展:3/3. Mwc,Timtos;5.中二會;10.Satellite,18GTC, 2/27.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Ai-10%Nvda-8%Dell-7%Aaoi-5%Crm-4%Snow+5%; TG:Tsla-3%AvgoTsm-7%;Sox-6%Mrvl-8%AsmlAmatArmLrcxGfsMu-6%AmdKlacQcom-5% AI-chain:Hw:Smci-16%Asmc-7%Vrt-6%Anet-5%LiteFit-4%,Np:Vst-12%Ceg-8%Nrg-7%;Sw:Pltr-5%OrclSounCrwd-4%; 川馬政策行情: Btc$84.2kMstr-9%Tnx4.285;SR:無人機Umac-22% Lunr-13%Rklb-7%;Qc:Ionq-17%Rgti-13%Qmco-12%Qubt-10% 中國開二會前: Hxc-0.9%Hsce-0.7%HsiSzi-0.3%Ssi0.2%:小米-6% 美股台日韓股: Nq-2.8%SpRut-1.6%Eem-2%Gld-1.5%Dji-0.5%Uso1.9%;Twi-1.5%Two-0.9%Ks-0.7%Jnki0.3%; Evb:Stm-7%On-6%Nxpi-5%IfnnyTxn-4%;疫苗Mrna-7%;美航-4% ---- 2/26.彈輻縮:EDT財報會展:3/3Mwc,Timtos;5.中二會;10.Satellite,18GTC, 2/26.JL世股摘前瞻:期金髮女郎憂停滯通脹;財報Nrg+11%;Aaoi+8%(-7%),Nvda+4%(-1); Crm(-5%)(Aht:盤後); AIchain:Hw:Smci+12%Vrt+7%ClsDell+5%Anet+4%Fujikurs+3%,Np:Vst+7%Ccj+3%;Sw:Soun+8%Crwd+4%空襲App-12%; TG:Tsla290.8-4%Appl-3%Avgo+5%Tsm+3%Meta+2%;Sox+2.1%Mu+5%MrvlIntcAsmlAmatKlac+2% 川馬政策行情股:川皇欲課銅稅Fcx+5%, Btc$84.4kMstr+5%Hood+6%Tnx4.249;Djt+3%;SR:Lunr+7%Rklb+5%;Qc:Qubt+5%Qbts+4%; 中國開二會前:Hxc 3.7%Hsce3.5%Hsi3.3%Szi1.1%Ssi1%:美團+10%中芯小米+6%阿里+5% 美股台日韓股:Eem1% Nq0.3%RutGld0.2%Sp0DjiUso-0.4%;Twi0.5%Ks0.4%Two-0.1%Jnki-0.3%; Evb:Wolf+7%Pfm+5%Gm+4%Stm-3% ---- 2/25.憂停滯通脹川馬妖瘋股續重挫,特斯拉比特幣AI硬體製造鍊續領挫;EDT 展:Timtos,Mwc,Satellite,GTC,單車展 2/25.JL世股摘與前瞻:期金髮女郎憂停滯通脹;中二會:財報26Nvda,Aaoi-15% TG:Tsla-8%NvdaAvgo-3%GoogMetaMsft-2%;Sox-2.3%MrvlIntc-5%LrcxAmd-4%Arm-3%;AI-chain:Hw:Smci-12%Fujikurs-8%Asmc-7%Cls-4%LiteFitDell-3%,Np:Hitachi-8%Mhi-4%VstIhi-3%; Sw:App-8%Soun-6%Snow-4%PltrCrwd-3%; Tc:Btc$88.3k-8%Mstr-11%Hood-8%Ibit-6%Tnx4.298;Djt-7%;SR:Rklb-10%Lunr-9%Umac+8%;Uso-2.4%Nq-1.4%Gld-1.3%Sp-0.5%Rut-0.4%Dji0.4%Eem0.1%;Twi-1.2%Ks-0.6%Two0.2%Jnki0.3%;Hsce-1.4%Hsi-1.3%Szi-1.2%Ssi-0.8%Hxc0.6%:美團-5%阿里-4%小米+3% Qc:Rgti-11%Qbts-8%IonqQubt-5%;Nflx-3%;Wht+4%;Tol+4%Xhb+3% Evb:Wolf-9%Pfm-5%OnSsdiRivn-4%Alb-3% ---- 2/24.憂停滯通脹川馬妖瘋股續崩,芯片股科技股中概大跌;DNN黃主教佈道弱;EDT財報展:25風電;26Nvda,Aaoi;Mwc,Timtos,Satellite,GTC,單車展 2/24.JL世股摘與前瞻:期金髮女郎,憂停滯通脹;中二會前:Hxc-5.2% TG:Avgo-5%NvdaTsm-3%MetaTslaAmzn-2%;Sox-2.6%Mrvl-6%MuArmQcom-3%;AI-chain:Hw:Smci-8%ClsFitAamc-7%Anet-6%Vrt-5%Dell-3%,Np:Ceg-6%Vst-5%Pwr-4%; Sw:Pltr-10%Soun-9%Ai-6%SnowCrwd-4%; Tc:Btc$91.7kMstr-6%Tnx4.393;Djt:5%;SR:無人機Umac-18%Lunr-6%Rklb-6%;Uso0.8%Dji0.5%Gld0.3%SpRut0.1%Nq-0.3%Eem-1.3%;Twi-0.7%Ks-0.4%Two0.2%Jnki0.3%;HsceHsi-0.6%Ssi-0.2%Szi0.1%:聯想-5%騰訊百度-4%東方外海-3% Qc:Qmco-13%Qbts-12%Qubt-8%;LrcxSyna-3% 觀旅消:Nike+5%達航美航+2%;疫苗Mrna-5%; Evb:Rivn-8%Wolf-7%Ssdi+7%Pfm+5%;Aig+3% 川皇關稅護原物料:美鋁美鋼+2% ----- 2/21.憂停滯通脹大跌;DNN黃主教佈道無效; EDT財報展:25風電;26Nvda,Aaoi;Mwc, Timtos,Satellite,GTC,單車展 2/21.JL世股摘與前瞻:期金髮女郎;憂停滯膨脹川馬飆瘋股大崩跌:TG:Tsla-5% NvdaAvgo-4%GoogAmzn-3%MsfrMeta-2%;Sox-3.3%IntcMrvlQcom-5%ArmMu-4%Amd-3%; AI-chain:Hw:Amsc-11%Vrt-8%SmciAnetCls-5%Lite-4%,Np:VstCeg-8%Ccj-7%Nrg-5%Ihi-4%Mhi-3%; Sw:App-8%Crwd-7%Soun-6%PltrAiOrcl-5%SnowPanw-4%Panw-3%; Tc:Btc$96.2kHood-8%Tnx4.42;SR:UmacLunr-8%Rklb-7%;Uso-3.1%Rut-2.9%Nq-2.2%SpDji-1.7%Eem-0.3%Gld-0.1%;Ks1.7%Two0.4%TwiJnki-0.3%; Semi:Syna-5%LrcxKlac-3%;Qc:Qmco-8%Qbts-7%; 觀旅消:Ccl-5%Wht TgtCat-3%達航-6%美航-4%;TolXhb-3% Evb:Nxpi-4%OnGm-3%Wolf+8%;Unh-7% 川皇關稅護原物料:美鋁-8%Fcx-5%美鋼-3%; FR:阿里+15%;中二會前行情:大爛咖大狗熊翻續嘎低持續成飆股王: Hsce4.1%Hsi4%Szi1.8Hxc1.7%Ssi0.9:聯想+15%中芯+8%騰訊+6%小米+5%美團+4%;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;26.單車展;4月:關稅:醫藥品汽車晶片延4/2;22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教佈道亞洲總部,谷歌開發者大會 ---- 2/20.EDT財報展:09802; 財報:26Nvda,Aaoi; 2/20.JL世股摘與前瞻:期金髮女郎; FR:Wmt-7%Alibaba-3%Sedg-7%;Fi:Ms-5%GsJpm-4%Wfc-2%;TG:AvgoTslaAmzn-2%;Sox0%GfsSkh-3%ArmMrvl-2%Syna+3%Intc+1%;AI-chain:Hw:Amsc-8%Cls-5%Vrt-3%,Np:VstCegPwr-4%;Sw:App-9%Pltr-5%CrwdAiPanwOrcl-3%;Tc:Btc$98.5kHood-5%Tnx4.5;SR:UmacRklb-3%;Dji-1%Rut-0.9%%Nq-0.5%Sp-0.4%Gld0.1%Uso0.4%Eem0.9%;Ks1.7%Two0.4%TwiJnki-0.3%;Hxc1.6%Hsce-1.7%Hsi-1.6%SziSsi0:美團聯想-6%中芯-3%百度+3%;Ccl-6%Mrna-6% Evb:Stm+7%Txn+4%IfnnyLgesPfm+3%Wolf+8%;Qc:Qbts+13%;原物料:美鋁+3%美鋼-3% ----- 2/19.EDT財報展: iphone16e,EuroCis,日智慧能源週,18. Xponential德無人機展 2/19.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會關稅;妖風縮Smci+8%;川普砍國防Pltr-10%; FR:Sedg+16%Tol-6%;TG:Meta-2%;Sox1.2%Intc-6%Arm-4%MrvlSkh+4%Sse+3%;AI-chain:Hw:Anet-6%Lite-4%Aaoi+3%,Np:Ccj-3%;Sw:SnowSounAi-3%;Tc:Btc$96.5kMstr-5%Tnx4.535;SR:Umac+5%Lunr-3%;Uso0.6%SpDji0.2%Gld0.1%Eem-0.2%Rut-0.3%;Ks1.7%Two0.4%TwiJnki-0.3%;Szi1.9%Ssi0.9%Hsce-0.2%Hsi-0.1%中芯+8%美團-3%;美鋼+2%美鋁Fcx-2%Cop+2% Evb:Stm+8%NxpiOnPfm+7%Txn+5%Lges+4%Wolf+3%;Qc:QbtsQubt+8%Rgti+5%;2/14.EuroCis飛捷 ---- 2/18.EDT財報展:中二會前政策:Mwc,Timtos;Satellite,GTC,單車展,關稅:醫藥品汽車晶片延4/2. 2/14.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會關稅;歐增國防費軍工股領歐股創高,標指創高;併拆Intc+17%;再起妖風Smci+16%;FR: Bidu-8%Mrna+8%;26Nvda,Aaoi;TG: Meta-3%Avgo-2%;Sox1.7%MuGfs+7%Lrcx+5%;AI-chain:Hw:Dell+5%Anet+4%Lite+3%,Np:Ihi+6%Nrg+4%CegMhi+3%;Sw:Pltr+5%Soun+4%Orcl+3%App-3%;Tc:Btc$95.5kHood-7%Tnx4.544;SR:Umac-6%Lunr+3%;Gld1.7%Uso1.5%Eem0.6%Rut0.5%Sp0.2%Nq0.1%Dji0;Two1.2%Twi0.7%Ks0.6%Jnki0.3%;Hsce1.8%Hsi1.6%Szi-2%Hxc-1.3%Ssi-0.9%小米+7%;Nke+6%Unh-4% Evb:Alb+3%Wolf+8%;Qc:QmcoRgti-11%Iqno-10%;19.TkyBE;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;26.單車展;4月:川皇對等關稅開獎,22汽車領袖峰會,25上海車展;5/20台北國際電腦展智慧運算機器人黃主教等佈道揭亞洲總部,谷歌開發者大會 ---- 2/17.EDT財報展:俄烏停戰歐增軍工領歐股創新高;17Grok3;18台積關稅;3/3.Mwc,Timtos ;Satellite,GTC,中二會,單車展;4/2.關稅 2/17.JL世股摘與前瞻:期金髮女郎;前瞻重建關稅: FR26Nvda,Aaoi;TG;Sox;AI-chain:Hw:,Np;Sw:;Tc:BtcTnx;SR;Twi1.5%Two1.1%Ks0.8%Jnki0.1%;Szi0.8%Ssi0.3%Hsi0%Hsce-0.1%騰訊中芯+4% Evb:Ski+5%Lgc+4%; ----- 2/14.EDT財報展:17.Grok3;18.台積關稅3/3.Mwc,Timtos;Satellite,GTC,中二會,單車展,4/2關稅 2/14.JL世股摘與前瞻:期金髮女郎;前瞻重建中二會對等關稅:資金轉大狗熊中股原物料電子原料循環股;中股續衝Hsce4.1% Hsi3.7%Hxc2.3%Szi0.8%Ssi0.4%:中芯比亞迪騰訊+7%美團阿里+6%;美光+4%;黃主教棄Soun-28%; FR:Sony+9%App+8%Amat-8%26Nvda,Aaoi;TG:Nvda+3%;Sox0.1%Mrvl+3%ArmAsml-3%Intc-2%;AI-chain:Hw:Smci+13%Dell+4%AaoiFujikura-4%Anet-3%,Np:Ccj-4%Ihi-5%Hitachi+4%;Sw:Ai-4%; Tc:Btc$97.8kMstr+4%Tnx4.472;SR;Eem0.8%Nq0.4%Sp0Rut-0.1%Dji-0.4%Uso-0.8%Gld-1.5%;Twi-1.1%Jnki-0.8%Two-0.1%Ks0.3%;Aig-3%Lly-3% Evb:天齊鋰+4%寧德時代+3%AlbOnStmNxpi+2%Wolf+5%;LmtRtx-3%;Mrna+3%Pg-5%;Qc:Qmco-14%;19.TkyBE; ------ 2/13.資金轉大狗熊中股Intel原料電子循環股鋼鐵銅塑膠記憶體等;川皇關稅開獎豁免汽車德法股漲再嘴台積救英代爾,普丁邀川皇訪俄與憧憬重建題材;馬主教近現Grok3; EDT財報會展:Timtos, Mwc,Satellite,GTC;中國二會 2/13.JL世股摘與前瞻:期金髮女郎;FR:App+35% Hood+14%26Nvda,Aaoi;Tsm help?Intc+8%;TG: Grok3:Tsla+6%Nvda+3%Aapl+2%Tsm-2%;Sox1.3%Arm+6%Mu+4%Asml+3%LrcxAmatLkac+2%;AI-chain:Hw:Aaoi+8%Smci+7%Fit-6%,Np;Sw:Soun+9%Crwd+4%;Tc:Btc$395.8kTnx4.525;SR;Wolf+15%;Nq1.5%Rut1.2%GldSp1%Dji0.8%Eem0.6%Uso0.1%;Ks1.4%Jnki1.3%TwiTwo-0.4%;中國二會前行情Szi-0.8%Hsce-0.7% Ssi-0.4%Hsi-0.2%Hxc1.2%:小米-6%聯想-5%中芯比亞迪-4%百度+4%;達航美航-3%;Fcx銅+6% Evb:Rivn+7%LgesPfm+6%Alb+3%;Qc:Qmco-14%Qbts8%;Sedg+12%; ;19.TkyBE;3/3.MWC,台北工具機展;5.中國開二會;10.華盛頓衛星展;18黃主教GTC;25.蘋果上海會;4/22汽車領袖峰會;25上海車展;5/20.台北國際電腦展智慧運算機器人:黃主教等佈道宣佈亞洲總部,谷歌開發者大會 ---- 2/12.川皇關稅開獎與握旋俄烏加薩停戰與憧憬重建題材;中國二會前行情,Cpi超預期;EDT財報會展:AI峰會:谷歌吹妖,美晶片製造優先; 2/12.JL世股摘與前瞻:期金髮郎;AI峰會:谷歌吹妖 Qc:Qmco+30%Qbts13%;美護:Gfs+9%Intc+7% ;中股續衝二會前航情: Hxc+2.8%HsceHsi 2.7%Szi1.3%Ssi0.9%:阿里+8%比亞迪+7%天齊鋰+6%聯想贛鋒鋰+5%小米騰訊百度+4%; FR:Fujikura+10%Vrt -10%On+4%中芯+6%, 26Nvda,Aaoi;TG:Tsla+2%;Sox-0.2%Syna+5%MrvlMu-3%Tsm-2%;AI-chain:Hw:Aaoi-10%Anet-6%Fit+9%Smci+3%,Np;Sw:Pltr+4%;Tc:Btc$97.7kHood+5%Tnx4.637;SR:Umac+4%Lunr+3%;Uso-2.5%Rut-0.9%Dji-0.5%Sp-0.3%Nq0Gld0.1%Eem0.6%;JnkiKs0.4%TwiTwo-0.4%;Evb:Nxpi+4%Stm+3%;XomCopCat-3% ---- 2/11.EDT財報與會展Mwc,Timtos,衛星展,GTC;等川皇關稅開獎;妖瘋領跌;馬主教出價OA,Tsla嚇跌6%,12.台積在美董事會 2/11.JL世股摘與前瞻:期金髮女郎;FR:Gfs+6%, Smci-9%Aht:+7%,26Nvda,Aaoi; TG:Tsla-6%;Sox-0.1%Intc+6%Mrvl-3%;AI-chain:Hw:Aaoi-9%LiteClsAnet-3%,Np:Ceg-3%,Qc:Rgti-11%Qubt-10%Qbts-9%Qmco-6%;Sw:Soun-10%Ai-9%Pltr-3%;Tc:Btc$95.7kMstr-5%Tnx4.537;SR:Lunr-9%Rklb-8%Umac-4%; ;Uso1.1%Rut-0.5%NqEemGld-0.4%Sp0Dji0.3%;Ks0.7%Twi0.6%Two0.2%;Hxc+2.6%Hsce-1.3%Hsi-1.1%Szi-0.5%Ssi-0.1%:SmicBidu-5%;Evb:贛鋒鋰-4%天齊鋰-3%Wolf-7% ---- 2/10.EDT財報與會展Mwc,Timtos,衛星展,GTC;川皇關稅對台,台積?;Smci領妖瘋股再起?12.台積在美董事會 2/10.JL世股摘與前瞻:期金髮女郎:中股衝: Hxc+2.6%Hsce2.1%Hsi1.8%Szi1.1%Ssi+0.6%MeituanAlibaba+6%Bidu+5%Xioami+3%;FR:Mcd+5%On-8%;Pre:Smci+18%; 26Nvda,Aaoi;TG:Avgo+5%Nvda+3%Amzn+2%Tsla-3%;Sox1.5%MuIntcSsE+4%AmdAms+3%Syna-3%;AI-chain:Hw:Smci+10%Fujikura+7%Dell+6%Yaskawa+4%AaoiVrt+3%Lite-5%,Rklb+12%Lunr+8%Umac+4%,Np:IhiCeg+4%Qc:Qubt-6%Rgti-4%;Sw:Gme+10%PltrAi+5%Adbe+4%;Tc:Btc$97.8kTnx4.493;Uso2%Gld1.7%Eem1.2%Nq1%Sp0.7%RutDji0.4%;Twi-1%Two-0.8%Ks-0%Jnki0%;Fi:MsWfc-2% Evb:Ihi+4%Lges+3%Alb-3%;CvxXom+2%;AalDal-3%Nke+3%Bby+4%;關稅:美鋼+5%美鋁+2% ---- 2/7.EDT財報與會展Mwc,Timtos,衛星展,GTC;川皇關稅或對台與台積 2/7.JL世股摘與前瞻:期金髮女郎:中股衝;財報衝崩: Szi1.6%Hxc1.3%HsceHsi1.2%Ssi+1%Lenovo+6%Xioami+5%;FR:Lite-8%Mrvl-7%Syna-5%Amzn-4%; 11Smci26Nvda,Aaoi;TG:TslaGoogAvgo-3%ApplTsm-2%;Sox-1.8%,Arm-3%AmdMu-2%;AI-chain:Hw:Fit+5%AaoiFit-3%Smci+7%,Np:Ihi-8%;Sw;Tc:Lunr-5%,Btc$96kHood+5%Tnx4.487;Nq-1.4%Rut-1.2%DjiSp-1%Eem-0.1%Gld0.2%Uso0.5%;Twi1.1%Two0.7%Ks-0.6%Jnki-0.7%; Evb:Wolf-10%Tm-4%On-3%寧德時代容百+3%;Qc:QmcoRgtiQubt-4% ---- 2/6.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/6.JL世股摘與前瞻:期金髮女郎:中股衝,財報衝崩: Hxc+2.7%Szi+2.3%Hsce+1.6%Hsi+1.4%Ssi+1.3%中芯+7%聯想+5%; FR:Asmc+34%Swks-24%F-7%Ifnny+4%;Qcom-4%Arm-3%,Aht:Amzn-4%Lly+5%Lite-2%;11Smci,26Nvda,Aaoi ;TG:Nvda+3%;Sox0,Mu+3%Gfs-5%;AI-chain:Hw:Fit+10%Aaoi+8%Smci+7%Lite+4%;Sw:Pltr+10%Crm-5%;Np:CcjIhi-3%Pwr+4%;Tc:Djt+7%Btc$96.5kMstr-3%Tnx4.44;Nq0.5%;SpRutEem0.4%DjiGld-0.3%Uso-0.8%;Ks1.1%Two0.9%Twi0.7%Jnki0.6%; Evb:當升+8%贛鋒鋰+5%天賜容百+4%; Qc:Qmco-6%QbtsRgti-4%;Nke-4%Ibm-4%;X+4%Jpm+2%; ----- 2/5.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/5.JL世股摘與前瞻:期金髮女郎:OpenAI&Sb; FR:Amd-10%Goog-7%Nxpi+5%Tm+4%Ifnny+4%;Aht:Arm-6%Qcom-5%;11Smci,26Nvda; TG:Nvda+5%Avgo+4%Tsm+2%Tsla-4%;Sox+2.3%Mrvl+6%MuLrcx+3%;AI-chain:Hw:Smci+8%Vrt+7%Aaoi+4%AnetLiteDell+3%;Sw:App-3%;Np;Tc:Lunr-9%;Btc$96.7kMstr-3%Hood+3%Tnx4.422;Rut+1.1%Dji0.7%Gld0.6%Sp+0.4%Nq0.2%Eem-0.3%Uso-1.8%;Hxc-2.3%Hsce-1.1%Hsi-0.9%;Two1.7%Twi1.6%Ks1.1%Jnki0.7%; Evb:Pfm+5%Alb-3%;Qc:Qbts+8%;Nke-3%Ba+3% ----- 2/4.EDT財報與會展Mwc,Timtos,衛星展,GTC 2/4.JL世股摘與前瞻:期金髮女郎;川皇對加墨關稅延世股V彈,中國報復美關稅港中概股噴中芯小米創高:Hsce3.5%Hsi2.8% Hxc2.7%:創高:中芯+8%小米+4%;聯想+7%美團百度+6%;Ks1.1%Jnki0.7%Twi0.4%Two-0.1%;FR:Pltr+24%,Ifnny+12%,Ss+3%,Prc:Syna-13%;Aht:AmdGoog-9%;5.Qcom,11.Smci;26.Nvda;19東京電池; TG:TsmTslaAmznAaplAvgoNvda+2%;Sox1.1%Amd+5%Arm+4%Mrvl-3%;AI-chain:Sw:Soun+10%Ai+8%AppSnow+4%;Hw:Smci+9%Fit+6%Aaoi+5%Fujikura+4%;Np:Ccj+6%Sedg+4%;Tc;Btc$98kTnx4.513;Eem1.8%RutNq1.4%Gld1%Sp0.7%Dji0.3%Uso-0.4%;港中概:聯想+7%騰訊阿里+4%;Mrna-4% Evb:Pfm-10%Lgc-7%Ssdi-6%StmF+3%;達航+3% 原料:美鋁+6%X+4% CvxXom+3%;3/3.MWC,台北工具機展;10.華盛頓衛星展;18黃主教GTC;4/22汽車領袖峰會;25上海車展;5/20.台北國際電腦展智慧運算機器人:黃主教等佈道宣佈總部 ---- 2/3.川皇對加墨中關稅,台日韓股重挫;後川延實施關稅,美股縮跌,續EDT財報與會展Mwc,Timtos,GTC 2/3.JL世股摘與前瞻:期金髮女郎;台日韓股挫:Twii- 3.5%JnkiTwo-2.7%Ks-2.5%;FR:Aht:Pltr+23%;4.Smci.5.Qcom 26.Nvda;TG:TslaTsm-5%AaplNvda-3%;Sox-1.8%SwksSkh-4%;AI-chain:Hw:AaoiFanuc-7%SmciYaskawa-6%VrtFujikura-4%Dell-3%;Sw;Np:Ccj-4%;Tc;Btc$101kMstr+4%Tnx4.506;Qcom-5%Qubt-4%Qbts-3%Ionq+3%;Eem-0.2%Rut-1.3%Nq-1.2%Uso-0.9%Sp-0.7%Dji-0.3%Gld0.7%; Hxc0.9%HhiHsei0;Smic+10%Alibb+6%;Mrna-7%; Evb:Pfm-10%Lgc-7%Ssdi-6%AlbOnStm-4%IfnnyGmTm-3%;TolTgtCat-3%; ----- ***JL.DeepSeek:1/21~31: 事件前後股市震盪 DS.1..1/21~27:前已轉弱,川皇勝選旋風壓迫央爸降息以救市,牛市疲露破綻,27空頭用DS為由大轟崩跌,28揀便宜反彈; ---- 1/27.DeepSeek襲龍尾小年夜春吶變盤;台長假;EDT:TG財報 1/27:JL世股摘與前瞻:期金髮女緩着;30美央爸會; DeepSeekShock:TG:NvdaAvgo-17%Tsm-13%Goog-4%Aapl+3%MsftTsla-2%;Sox-9.2%Mrvl-19%AsmMu-12%Arm-10%Amat-7%AsmlKlacAmd-6%Lrcx-5%;AI-chain:Vrt-30%LiteAnet-22%Aaoi-15%Orcl-14%Fit-SmciFit-13%Asmc-10%GlwDell-9%SounFii-8%藤倉-7%App-6% CscoPltrAi-5%;Npp:Vst-28%Ceg-21%Pwr-18%Ent-16%Ccj-15%Nrg-13%;Btc$101kHood-7%Djt-10%Tnx4.528;Uso-2.1%Eem-1.8%納-3.1%標-1.5%Gld羅-1%道0.7%日-0.9%;國企+1%港+0.9%Hxc0.1%深-1.3%滬-0.1%;Qc: QbtsQubt-10%Rgti-8%;Drone:Umac-12%Space:Lunr-8%;Aa-7%;防守股:Mcd PgTgtCostWhtNkePfe+3%;FRS28.GmBaWmt; 29.TslaAsmlMsftMetaIbm;30.AaplIntc ;31CvxXomSs ---- EDT:TG財報季 1/24:JL世股摘與前瞻:期金髮女緩着;24日央爸升息1碼至0.5%日圓升至155; 30美央爸會;財報:德儀-8%,30.Tsla;Hxc+3.7%國企2.1%港1.9%深1.2%滬0.7%;小米+7%中芯+6% ;TG:Nvda-3%; Sox-1.9%Intc-3%Arm-2%;Ai鏈,受惠:Aaoi-6%Vrt-5% Ai-4%Soun-3%Fit+6%;Btc$105kMstr-5%Tnx4.626;Eem0.7%Gld0.6%Uso0.5 %標羅道-0.3%;韓0.9% 日-0.1%;Space:Lunr+4%Rklb-4%;Evb:NxpiOn-3%Wolf+5%;Semi:AmatAsmlLrcx-2% ----- 川皇轉吹降油價增關稅降公司稅壓央爸降息激股 1/23:JL世股摘與前瞻:期金髮女緩着;24.日央爸會,30美央爸會;財報:美航-9%;川皇AI基建股緩,改吹降油價增關稅降公司稅央爸降息: Arm-7%Orcl+6%;TG:Meta+2%;Sox-0.5%Mu-4%AsmlAmat-3%;Ai鏈,受惠: Mrna+10%Nflx+3% Fit-4%藤倉+5%;電廠核電:三菱重工+9%Ceg+4%Vst 日立+3%;Btc$105 kTnx4.638;道0.9%標羅0.5%納Eem0.2Gld-0.1% Uso-1.5%;韓-1.2%;滬0.5%國企-0.2%深港-0.4%Hxc0.1%;QC:Qmco-6%Qbts-4%;Drone:Umac-7%Space:Rklb+7%;Gm+3%;美鋁-4%; ---- EDT川皇登基吹AI基建蓋念股衝馬主教股失寵 1/22:JL世股摘與前瞻:期金髮女緩着,24.日央爸,30美央爸會;財報Nflx+10%;川皇登基吹AI基概衝: Arm+16%Orcl+6%;TG:NvdaMsft+4%Tsm+2%Tsla-2%;Ai鏈:AaoiFii+10%Fit +9%AppAnet+7%PltrVrt+ 4%;核電Ccj+5%; Tnx4.599;Sox1.7%納1.3%標0.6%Gld0.5%道 0.3%Eem0.1%羅-0.6% Uso-0.8%;日1.6%台1%韓1.2%台店0.8%;國企-2%港 -1.6%深-1%Hxc-0.7%滬-0.9%;失寵幣馬等Btc$102k-3%Mstr-3%;QC:Ionq-8%Qmco-4%Qubt-3%;太空火箭Rklb-5%;新能源受害股:SedgRivn -5%AlbEnph-4%Gnrc-3%;Mrna+7%; ---- EDT川皇登基川交易小飆逃命波甚嘎邪惡波輝達市值回首,盤後吹AI基建 1/21:JL世股摘與前瞻:期金髮女緩着;23台股長假,24.日央爸升息30.美央爸會;川登基嘎小飆:QC: Rgti+42%Qbts+19%IonqQubt+17%Qmco+14%;太空火箭無人機Rklb+30% Lunr+24%Umac+14%; Djt-11%;AI鏈:Soun+21% Orcl+7%VrtSmci+5%;核電:Vst+8%Nrg+7%; TG:Tsm+3%NvdaAmzn+2%Aapl-3%;Btc$106kMstr-2%Hood+4%Tnx4.574;Sox1.3%Arm+4%SynaMu+3%中芯+6%;羅1.9% Gld1.6%Eem1.1% 道1.2%標0.9%納0.6% Uso-1.7%;日0.3%台0.1韓-0.1%台店-0.2%;國企1.2%港0.9%深0.3%滬-0.1%;軍工Rtx+4%Lmt +3%;刪電動車補助Evb:Gm+6%TmIfnny+3%Alb-4%Pfm-10%Ebm-9%Lgc-5%;Cat+4%BbyTgt+3%;達航+4%Nke波音+3%Mrna+5% ------ ***EDT台積財報領設備股開高倒貨留上影;憧憬川登基效弱:債續漲TG蘋果輝達領轉弱 1/16:JL世股摘與前瞻:期金髮女緩着;財報:魏主教佈道增擴廠台積領設備開高倒貨留上影Tsm+4 %Amat+5%LrcxKcla+4%Asml+3%,Sox0.2%;17.黃主教尾牙?台2.3%台店2%韓1.2%日0.3%;23台股長假,24.日央爸升息?財報:Ms+4%Chf+17%刺激Lvmh+9%;憧憬20.川登基川馬妖瘋轉弱Tnx4.606, Btc$10k;TG:Aapl-4%Tsla-3%Nvda-2%;Uso-1.7%納 -0.9%標道-0.2%羅0.2% Eem-0.1%Gld0.7%Vnq2%;Qmco+15%Inqo+5%Qubt-6%%;無人Umac+4%; 港國企1.2%深0.4%滬0.3%Hxc0.2%;Unh-6% AIE:Ceg+5%Vst+3%;Evb:Rivn+4%Txn-5%On-3%;30美央爸降息?2/19.東京電池3/3.MWC;台北工具機展;16黃主教GPT --- EDT財報與川登基:川馬妖瘋再起;Cpi緩-股債幣妖股衝拉,財報衝美光金融 1/15:JL世股摘與前瞻:期 金髮女緩着,Cpi緩拉幣債股衝20.川登基-川馬妖瘋二春吶?Tnx4.653; Btc$100kHood+9%Mstr+5%;TG:Tsla+8%Meta+34%NvdaAmznGoogMsftTsm+3%Aapl+2%;財報Wfc+7%MuGs+6%Ms+5%,16台積:憧憬魏主教佈道黃主教尾牙:Sox1.7% Syna+9%Arm+5%AmdQcomIntc+3%;Uso3.3%納2.4%羅2%標1.8%道1.7% Eem1.3% Gld0.8%; ;長假避險尾?23台股長假,24.日央爸升息?川馬妖瘋: 量子復活:Qubt+55% Qmco+49%Ionq+33%QutsRgti+22%;Wolf+39%;太空Lunr+14%;AI鏈: Soun+9%Aaoi+9%App+4%;無人機Umac+8%; 機器人Fanuc+6%; 台-1.2%台店-0.3韓0日-0.1%;Hxc1%深-0.8%滬-0.4%國企0.4%港0.3%;加州重建:美鋁+4% HdTol+3%Xhb+2% AIE:CegNrg+4%;Rivn+5%;中芯+6%;30美央爸降息?2/19.東京電池3/3.MWC; 台北工具機展;16黃主教GPT ----- 憧憬川登基拉幣,炒PPI復降息預期,抖音難民擠爆小紅書打臉祖主教,中股台股塑化狗熊翻 1/14:JL世股摘與前瞻:期金髮女軟着,Ppi降減通膨預期增降息預期;川馬妖瘋透支春吶行情憧憬黃主教尾牙魏主教佈道20.川登基拉幣美元強亞歐幣弱; 長假避險?財報:Lly-7%,16台積;23台股長假,30央爸會;Tnx4.788;中股狗熊翻:深4.2%滬2.5%國企Hxc2.1%港1.8%美團+5%小米+3%;川馬妖瘋:量子: Rgti+48%Quts+24%Qubt+14%Qmco+7%;Gme-10%;無人機Umac+8%;Btc$ 96.8kHood+5%Mstr+4%;AI鏈:VrtAaoi-4%;TG: Meta-2%(美抖音難民擠 爆小紅書)Nvda-1%; Sox0.5%;Eem羅1.1% 道Gld0.5%標0.1%納-0.2%Uso-0.7%;台1.4%台店1.3%韓0.3%日-1.8% AIE:Vst+5%CegNrg+3%;Ccl美航+3%; TolXhb+3%Aig+2% Ebv:Ebm+8%寧德 時代容百+4%;2/19.東京 電池;3/3.MWC;台北工具機展;16黃主教GPT ------ 黃主教佈道後續殺,台股補重挫,傳問題微軟砍AI單,祖教主嘴量子 1/13:JL世股摘與前瞻:期金髮女軟着,20.川登基將增關稅,預期通膨增,美元強亞歐幣弱;川馬妖瘋透支春吶行情黃主教佈道後續殺;長假避險?尾牙黃巡,16.台積財報;Tnx4.803 ;川馬妖瘋股續回:量子:Qbts-34% Rgti-32%Qubt-28% QmcoQubt-24%lonq-14%;無人機Umac-15 %; 太空Rklb-11%Lunr-5%; AI鏈:Soun-9%Aaoi-8% SmciAiFit-5%VrtDell-4%Djt+22%;Btc$94.6k;Gld-1%Eem-0.7%納-0.4%羅0.2%標0.2%道0.9% Uso+2%;港-1%國企-0.8% Hxc-0.4%滬-0.2%深0.1%;台店-3.1%台-2.3%韓-1%; Mrna-17%;美航-4% TG:Tsm-3%Nvda-2%Tsla+2%;Sox-0.9%Skh-5%Mu-4%;美鋼+3%Xom+3% AIE:Ceg-9%Vst-3%;Ebv:Alb+6%On贛鋒鋰+4% 中芯+6%;Lmt+3% ;Unh+4% ---- 黃主教佈道後續殺,跌回川勝選川馬妖瘋透支春吶行情前,台股或避長假 1/10:JL世股摘與前瞻:期金髮女軟着,20.川登基將增關稅中股續挫,預期通膨增債股重挫避險油金衝;川馬妖瘋透支春吶行情黃主教CES佈道後續殺回原點; 加州火災影響股;長假避險?尾牙黃巡,16.台積財報;23台股長假,30央爸會; 川登基:通膨預期增債股挫 Uso+4.3%Gld1%Tnx4.776;羅-2.2%Eem-1.7% 納道-1.6%標-1.5%;川將增關稅中股續挫,Hxc-3.1% 深-2.2%滬-1.3%國企-1.2%港0.9%;日-1.1%台店-0.3%韓-0.2% 川馬妖瘋股續回:量子: Qmco-13%Rgti-11%Qubt-9%lonq+7%;Lunr-5%; Umac+5%;AI鏈與應用: Soun-6%Orcl-5%Fit FiiDell-4%AppAdbe-3%;Btc$93.8k,Mstr-1%;TG:Nvda-3%AaplAvgo-2%;Sox-2.4%Amd-5%Intc-4%ArmMrvl-3%;Nflx-4% 加州火災:金融股挫: GsMs-3%BacWfc-2%; 房產維修相關股挫: Vnq-3%TolXhb-2% AIE:Ceg+23%Ccj-4%; Semi:AmatSynaLrcxSwks-3%;達航+9%美航+4% Ebv:Wolf-14%Ebm-9%On-7%Tm-4%Stm-3%LgesPfm贛鋒鋰天齊鋰-3% 2/19.東京電池;3/3.MWC;台北工具機展;16.黃主教GPT; ---- 美股休/黃主教佈道後續跌台股回挫,或避長假 1/9:JL世股摘與前瞻:期金髮女軟着;10.12月營收;尾牙,長假?16.台積財報;黃尾牙;20川普登基川馬妖瘋?23台股長假,30央爸會 台店-2.1%台-1.4%日-0.9%韓0;港國企 -0.2%深-0.6%滬0.3% --- 黃主教佈道後續殺 1/8:JL世股摘與前瞻:期金髮女軟着;;10.12月營收;尾牙,長假?16.台積財報;黃主教尾牙;20川普登基?23台股長假,30央爸會;川馬飆風:黃主教CES佈道後續殺 量子重災:Rgti-45% Qubt-43%Ionq-39%Qbts-36%Qmco-30%;無人機Umac-16 %;AI鏈與應用: Soun-16%Ai-7%SmciFit- 5%Pltr-3%;太空:Lunr-6%; Wolf-17%;Btc$94.9k-4%,Mstr-3%;Tnx4.693;TG:Tsm-2%;Sox-1%Amd-4%Gfs-4%Syn-3%Mu-2%;Uso -1.1%羅Eem-0.5%納 -0.1%標0.2Gld0.5% 道0.3%;韓1.2%日台店 -0.3%台-1%港-0.9% 國企-0.8%Hxc-0.7%深-0.3%滬0;小米-4%騰訊-3%;Mrna-9% AIE:Sedg-15%Ceg-5% Ebv:On-7%Rivn-5%StmIfnny-4%Alb-3%;Fxc+3% ----- 黃主教佈道後殺 1/7:JL世股摘與前瞻:期金髮女軟着;川馬飆風:黃主教CES布道前衝晶片股小妖會後殺;10.12月營收;尾牙,長假?16.台積財報;20川普登基?23台股長假;量子:Qmco-13% QbtsRgti-6%;無人機Umac-11%;AI應用: Soun-10%Pltr-8%App-7%;太空Lunr-9%;Smci-6% Btc$97k-5%,Mstr-10%Ibit-6%Hood-5%;TG:Nda-6%Tsla-4%Tsm-4%Avgo-3%AmznMeta-2%;Tnx4.683; Sox-1.8%納-1.9%標-1.1% Eem羅-0.7%道0.1% Gld0.6%Uso1.1%;日2%台店0.6%台0.4%韓0.1%;港國企-1.2%Hxc-0.2%滬0.7%深1.6%,騰訊-7%小 米-6%;流感:Mrna+11%; AIE:Sedg+8%Ceg Pwr-3%Ccj-5% ---- 黃主教佈道前噴 1/6:JL世股摘與前瞻:期金髮女軟着;1/7.Ces黃主教布道衝晶片股;10.12月營收;川馬飆風輪回幣馬量子續衝;尾牙,長假效應?16.台積財報;20川普登基?23台股長假,30美央爸會: 量子:Qbts+12%Ion q+7%Qmco-5%;Smci+9%TerVrtStmIfnnySedg+7%Aaoi-10%PltrRivn-5%Soun-4%;Btc$102.5k,Mstr+12%Ibit+4%;TG:Tsm+5%Meta+4%NvdaGoog+3%Amzn+2%;Tnx4.618;Sox+2.8%MuSkh+10%Asml+8%ArmKlac+5%LrcxAmat+4%Amd+3%Intc-3%;Dell+4%;台2.8韓1.9%台店1.2%日-1.5%;納1.2%標0.6%Eem0.4%Gld 羅道-0.1%Uso-0.8% Hxc-1.6%港-0.4%國企-0.3%滬深-0.1% Ebv:Skiet+7%AlbGm+4% AIE:Ceg+5%Ccj+3%Ihi-5%;美鋼+8%Fcx+2%;美航+3% ---- 1/3:JL世股摘與前瞻:期金髮女軟着;川馬飆風:幣馬休後衝,輪回噴太空核能; 1/7.Ces黃主教布道尾牙,長假效應?10.12月營收,16.台積財報;20川普登基?23台股長假,30美央爸會: Rivn+24%Lunr+13%Rklb+15%Amsc+12%Smci+11%Wolf+8%AiPltrAaoiVrt+6%Umac+5%;Ionq+11%Qubt-7%Rgti-5%Vst+8%Nrg+6%Ceg+4%;Btc$97.7k,Mstr+13%;TG:Tsla+8%Nvda+4%Tsm+3%;Tnx4.596;Sox+2.8%Skh+6%Arm+10%MrvlAmatLrcxAmd+4%KlacMu+3%;國 企1%港0.7%深-2.7 %滬-1.6%Hxc0.9%;台店0.1%台0.3%韓1.8%;納 1.8%羅1.7%Uso標+1.3% Eem0.9%道0.8%Gl d-0.8%;美鋼-7%美鋁-6% Ebv:EbmSkiSkiet+7%Pfm+6%Lgc+5% --- 川馬飆瘋馬踢鐵板,量子核能衝,夢CES黃主教佈道 1/2:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?10.12月營收淡季長假備?16.台積財報: Rgti+31%Qmco+5%Quts+14%Qubt+13%;Sedg+9%VstCeg+8%AppLunr+6%AsmcVrt+4%Umac-5%Fii-4%Aaoi-3%;Btc$96.8k,Mstr+4%;TG:Tsla-6%Aapl-3%Nvda+3%MetaTsm+2%;Tnx4.575;Sox+0.8%Syna+8%ArmMu+4%Mrvl+3%;滬國企-2.7%深-2.6%港-2.2%Hxc-1.5%中芯-9%;台店-1.2%台-0.9%韓0;Uso1.8%Gld1.4%羅0.1%Eem-0.1%納標-0.2%道-0.4%;Gm美鋼-4%Ebv:天賜-4%寧德時代容百-3%;Nke波音-3% ---- 年終作帳收尾小飆妖無人機量子領哭 12/31:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,年終作帳尾 無人機領哭Umac-13%;量子Qmco-13%Qubt-11% QbtsRgti-10%Ionq-6%;1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?Soun-13% Rklb-3%;Btc$93.7k,Mstr-4%;TG:Tsla-3%Nvda-2%;Tnx4.573;Sox-0.9%Arm-2%;深-2.5%滬-1.6%港0.3%國企0.1%Hxc+ 0.4%;納-0.9%標-0.4 %道-0.1% 羅0.1%Eem-0.3% Gld0.6%Uso+1%;台店0.6%台-0.7%;美鋼+10%,疫苗:Mrna+6%;Evb:當升贛鋒鋰-4%
美中台股23~24JL紀錄
注意絕不為個股推薦或投資建議,投資決策自行負責.見JLblog懶人包,世界金融市場沒詳評JL看世界金融/價-為前日紐約收盤簡化4捨5入/裕元中芯紫光騰訊阿里富智康聯想Catl寧德時代贛鋒鋰LG化學三星電海力士Lrcx江西銅業迅銷茅台酒/前期往日痕跡-:(2018S~19~20~21A)/
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年終作帳收尾小飆妖無人機量子領哭 12/31:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,年終作帳尾 無人機領哭Umac-13%;量子Qmco-13%Qubt-11% QbtsRgti-10%Ionq-6%;1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?10.月營收(12月淡季長假備?)(16.台積財報;20.川普就職預蜜月終?23.台股長假起):Soun-13% Rklb-3%;Btc$93.7k,Mstr-4%;TG:Tsla-3%Nvda-2%;Tnx4.573;Sox-0.9%Arm-2%;深-2.5%滬-1.6%港0.3%國企0.1%Hxc+ 0.4%;納-0.9%標-0.4 %道-0.1% 羅0.1%Eem-0.3% Gld0.6%Uso+1%;台店0.6%台-0.7%;美鋼+10%,疫苗:Mrna+6% Evb:當升贛鋒鋰-4%天賜-3%;2/19.東京電池展;3/3.MWC;16.黃主教GPT與AvgoPK ---- 年終作帳收尾皇親無人機功成萬股哭 12/30:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾皇親無人機功成萬股哭Umc+14%:1/7.Ces黃主教布道 Qmco-12%Qbts-6% Ionq-3%;Wolf-7%SounDjt-5%AaoiSmci-4%Rklb-3%;Btc$92.3k,Mstr-8%;TG:Avgo-3%TslaAvgo-3%MMAA-1%;Tnx4.545;Sox-1.9%Mu-4%Arm-3%;納-1.2%標-1.1%道-1%Eem 羅-0.8%Gld-0.3% Uso+1.3%;日-1%台店-0.7%台-0.4%韓 -0.2%;Hxc-1.9%深國企-0.3%港-0.2%滬0.2% Semi:GfsSwksSynaAsmlAmatAmdIntc-2% Evb:On-4%Nxpi-3%AlbStm-2%;中芯+6%聯想-3% ----- 年終作帳收尾一撮小妖功成萬股哭轉小妖回 12/27:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾一撮小妖衝萬股哭轉回:台股春吶輪噴;1/7. Ces黃主教布道 Rgti+11%Qmco+3%Ionq-6%Qubt-5%;Aaoi-8%Wolf-7%SmciAsmc-5%LunrRklbPltrAi-4%Umac-3%;Btc$94.3kMstr-3%;TG:Tsla-5%NvdaMsft-2%Avgo+2%;Tnx4.611;Sox-1%;羅-1.6%納-1.5%標-1.1% 道-0.8%Gld-0.7%Eem-0.5 %Uso+1%;日1.8%台0.1% 台店-0.4%韓-1%;Hxc-1.5 %深0.2%滬0.1%港國企0 中企:Fii+18%理想+9%中芯+5%小米+4% AIE:Ihi+3%Vst-3%;Evb:Ebm-5% ----- 年終作帳收尾一撮小妖功成萬股哭轉小妖回 12/27:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾一撮小妖衝萬股哭轉回:台股春吶輪噴;1/7. Ces黃主教布道 Rgti+11%Qmco+3%Ionq-6%Qubt-5%;Aaoi-8%Wolf-7%SmciAsmc-5%LunrRklbPltrAi-4%Umac-3%;Btc$94.3kMstr-3%;TG:Tsla-5%NvdaMsft-2%Avgo+2%;Tnx4.611;Sox-1%;羅-1.6%納-1.5%標-1.1% 道-0.8%Gld-0.7%Eem-0.5 %Uso+1%;日1.8%台0.1% 台店-0.4%韓-1%;Hxc-1.5 %深0.2%滬0.1%港國企0 中企:Fii+18%理想+9%中芯+5%小米+4% AIE:Ihi+3%Vst-3%;Evb:Ebm-5%Skiet-4% ----- 年終作帳收尾成一撮小妖功成萬股哭 12/26:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾成一撮小妖功成萬股哭:台股春吶輪噴;1/7. Ces黃主教布道 Qmco+50%Rgti+36%Qbts+25%Qubt+13%Ionq+8%;UmacSoun+20%Lunr+15%Rklb+7%AmscGme+6%Aaoi+3%;Btc$95.7kMstr-5%;TG:TslaTsm-2%Avgo+2%;Tnx4.611;Sox0;羅0.9 %Gld0.7% 道0.1%標0納-0.1% Eem-0.4%Uso-0.7% ;深0.9%Hxc0.4%滬0.1%; 日1.1%台店0.3%台0.1% 韓-0.4%;Tm+8% Evb:Ebm-5%Skiet-4% ----- 12/25:JL世股摘與前瞻:台股跟進提前春吶類股輪噴;美港韓股休;滬0.1%深0;台台店0.4日-0.2%; ---- 年終作帳收尾台股春吶提前輪噴,前瞻元月 12/24:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支:台股跟進提前春吶類股輪噴 1/7. Ces黃主教布道與博通Asic互嘎後暫歇?Ionq+8%Rgti+4% Qbts-6%;Umac-6%Wolf+10%Lunr+12%Aaoi+8%Smci+6%;Btc$98.6kMstr+8%Ibit+6%;TG:Tsla+7%Amzn+2%AaplMetaMsft+1%;Tnx4.591;Sox+1.1%Arm+4%Avgo+3%; 滬國企1.3%深1.2%港1.1%Hxc0.8%;納1.4%標1.1%羅1% 道0.9%Uso 0.8%Eem0.3%Gld0.2%;台店0.4%台0.1 %韓-0.1% 日-0.3%MsJpm+2%;Wmt+3%Nflx+2% ----- 年終作帳收尾台股春吶提前輪噴,前瞻元月 12/23:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支,台股跟進提前春吶類股輪噴:1/7. Ces黃主教布道與博通Asic互嘎後暫歇;舊曆年尾牙與長應Qbts+27% Rgti+17%;Umac+24%Wolf+10%Lunr+7%Soun-6%Aaoi-3%;Btc$94.3kMstr-9%;TG:納100指將降權 Nvda+4%TslaMeta+2%;Tnx4.566;Sox+3.1%Avgo+6%TsmAmd+5%Qcom+4%Intc+3%Arm-4%;國企1%Hxc港0.8%滬0.5%深-2.3%;納1%標0.7% Eem0.6%道0.2%羅 -0.2%Uso-0.1%Gld-0.5%;台2.6%韓1.6%日1.2% 台店0.7%;Lly+4%Ccl-4% Semi:Gfs+6%Syna+4%KlacLrcx+3%AmatAsml+2%;Ihi+4% ----- 年終作帳收尾前瞻元月 12/20:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支:舊曆年尾牙與長假效應; Qmco+28%Rgti+25%Qubt+16%Qtum+5%;Umac+25%Aaoi+17%Soun+15%Sedg+13%Rklb+7%Lunr+6%Crwd+3%;納100指:入 Pltr+9%Mstr+12%; Btc$97.6k;TG:Nvda+3%Tsla-3%;Tnx4.524;Sox+1.5%MrvlMu+3%,Dell+3%;Hxc滬國企-0.1%港-0.2%深0.4%;道1.2%標1.1%Gld納1%羅0.9%Uso0.7%Eem 0.4%;台-1.8%韓-1.3%台店-0.8%日-0.3% AIE:IhiMhi-3%;Ccl+6%; Ebv:Rivn+6%LgesSkietEbm-4%;中芯+8%;美鋼-5% Fi:GsWfcAigJpmBac+2% ---- 一將功成萬骨哭,美股指全殺;川馬妖瘋透支元月行情輪飆量子小妖大震 12/19:JL世股摘與前瞻:期金髮女軟着;美股全殺年終作帳結帳;川馬妖風透支元月紅包行情飆量子小妖大震,一將功成萬股哭:Qubt-41% Qmco-40%Rgti-30%Qbts-29%Qtum-8%;Ai-11%Soun-10%Umac-9%Gme-9%Crwd-7%Panw-6%Lunr-5%Aaoi-5%;納100指:入Pltr+4%Mstr-7%踢Smci- 3%;Btc$95k-7%;TG:Nvda-1%;Tnx4.57;財報:美光- 16%Sox-1.6%AvgoArm-2%Mrvl+4%;Hxc-2.4%國企- 0.4%港-0.5%深0.6% 滬-0.4%;羅Uso-0.5 %納 標-0.1%Eem道0.3% Gld0.1%;韓-2%台-1% 台店-0.2%日-0.7%; Ibm-4%;Tol-5%;Mrna+3% Semi:Lrcx-5%Gfs-3% AIE:VstPwr-3%Sedg-4%;Ebv:Rivn-11%AlbWolf-7% ----- **一將功成萬骨哭,美股指全殺;川馬妖瘋透支元月行情輪飆量子小妖 12/18:JL世股摘與前瞻:期金髮女軟着;鮑爾如期降息1碼,放鷹將緩降息且央行不能買幣當儲;美股全殺年終作帳結帳;川馬妖風透支元月紅包行情飆量子小妖,一將功成萬股哭: Qmco+153%Qubt +53%Qbts+7%Ionq-14%;Rklb-13%Gme-9%AiDjtCrwd-7%Panw-6%Lunr-5%Sou+8%Aaoi+6%;納100指:入Pltr-4% Mstr-10%; Btc$100k-5%;TG:Tsla-8%Amzn-5%GoogMetaMsft-4%Nvda-1%;Tnx4.494; 財報盤後:美光-15% Sox-3.9%Avgo-7%IntcMrvl-6%Arm-4%Tm-3%;Hxc-2.4%國企-0.4%港-0.5%深0.6%滬-0.4%;羅-4.4 %納- 3.6%標-3%道-2.6% Eem-2.3%Gld-1.9% Uso-0.5%;韓-2%台- 1%台店-0.2%日-0.7 %; Semi:AmatLrcxSynaGfs-3%;AIE:VstPwr-5%GnrcSedg-4%;Ebm:Rivn-11%AlbWolf-7%OnStmNxpi-4%Ssdi+4%;Mrna-6%Ccl-4% Fi:Ms-5%Gs-4%WfcBacJpm-3%;Fxc-5%CatCvx-3%;Ibm-4%;Tol-5% ---- 川馬妖瘋透支元月行情輪飆量子小妖 12/17:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支元月紅包行情飆量子小妖: Qubt+51%Rgti+32%Qtum+5%Sedg+17%Qbts+16%Lunr+7%Umac-14%Soun-7%Ai+9%Gme+6%Crwd+5%Aaoi-8%;納100指: 入Pltr-2%Mstr-5%; Btc$107k;TG:Tsla+4%Nvda-1%;Tnx4.385;Sox-1.6%Mrvl-8%Avgo-4%;Vrt-4%;Hxc2%深-1.7%滬-0. 7% 港-0.5%國企-0.4%;羅-1.2%Uso-0.5%道-0.6%Gld-0.4%納 -0.3% Eem-0.2%;韓-1.3%日-0.2%台-0.1%台店1.5% ;Unh-3%Pfe+5% AIE:Vst-4%Ngr-3%;Ebm:EbmPfm-8%Ssdi-6%; ---- 川馬妖瘋透支元月行情輪飆量子小妖 12/16:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支元月紅包行情飆量子小妖: Qubt+65%Qbts+45%Qmco+29%Rgti+Umac+18%Soun+16%Lunr+11%Ai+9%Rklb+6%Crwd+5%Aaoi-4%;納100指: 入Pltr0Mstr0,Smci-8%; Btc$106k;TG:Tsla+6%Goog+4%Amzn+2%Nvda-2%;Tnx4.399;Sox+2.1%Avgo+11%Mu+6%Mrvl+3%Arm-5%Fit-5%;Hxc-2.2%深-1%港-0.9%國企-0.8%滬-0.2%;納1.2%羅0.6% 標0.4%Gld0.2%道-0.3%Eem-0.6% Uso-0.7%;台店-2%韓-0.2%日0台0.1%; Ebm:Wolf天齊鋰天賜-4%Rivn+7%;Unh-4%Vz-3%;百度小米-3% ----- 川馬妖瘋行情:一將功成萬骨枯 12/13:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支 元月紅包行情漲狹風險:財報Avgo+24 %上兆美元; Umac+25%Soun+2 4%Aaoi+10%Rklb+8%; 納100指:入Pltr+4% Mstr+4%踢Smci; Btc$102k;TG:Tsla+4%Nvda-2%;Tnx4.399;Sox+3.4%Mrvl+11%Tsm+5%Mu+4%Amd-3%;中央經濟 會習土皇講話股挫:國企- 2.4%港-2.1%深滬-2% Hxc-1.1%;Uso1.4%Gld1.2%納Eem0.1標0道-0.2% 羅-0.6%;韓0.5%日 -1%台店 -0.8%台 -0.1%; AIE:Ihi-5%Mhi-4%Ccj-3% Ebm:Pfm贛鋒鋰-4 %Alb天齊鋰-3%;美團中芯-4% ---- 12/12:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;助川馬妖風透支元月 紅包行情亂舞:財報Adbe-14%;AsmcSedg-8%Rklb-3%;Btc$100kMstr-5%;TG:TslaGoog-1.6% ;Tnx4.221;Sox-0.9%Syna-5%Mu-4%Lrcx-3%Mrvl-2%ArmIntc+3%;Gld-1.5% 納羅-0.7%Eem標道 -0.5%Uso-0.2%;國 企+1.5%港1.2%深1.1%滬0.9%Hxc0.2 %;韓1.6%日1.2%台店-0.2%台0.6%; Ebm:Lges+7%Pfm+4%;Ccj-3%;達航-3%;美鋼-3% Unh-3%;Tol-3% ---- 12/11:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?Cpi穩18.美央爸降息衝年終作帳;助川馬妖風透支元月紅包行情衝幣大小妖 亂舞創高指:Gme+8% Asmc+7%Djt+6%Crwd+5%Vrt+3%Ai-9%Wolf-7%Smci-6%SounUmac-5%;Btc$101k+4.7%Mstr+9%;TG:AI新品Goog+5%續Amzn+2%,與馬主教跳舞,帶科巨衝納指過二萬: Tsla+6%Nvda+3%Meta+2%;Tnx4.221;Avgo+7%AI新品領衝Sox2.7%MrvlMu ArmLrcx+4%Tsm+1%;Uso2.7%納1.8% Gld1%標0.8%羅0.5 %Eem0.4%道-0.2 %;深0.8%滬0.3%港國企-0.8%Hxc-0.7% ;韓1%日0台店-0.2%台-1 % AIE:Ihi+6%MhiPwr+4%Vst+3%;MrnaNflxNkeCcl+3%;美鋁-4%;Unh-6% ----- 川馬妖風透支元月行情小妖亂舞 12/10:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息?川馬妖風透支元月紅包行情小妖 亂舞:Lunr-9%Smci Aaoi-8%Orcl-7%SounAsmc-6%Snow-5%Vrt-4%Wolf-12%;Btc$96kMstr+3%;TG:Goog+5%Tsla+3%Nvda-2%;Tnx4.221;Sox-2.5%Mu-5%TsmAvgo-4%LrcxIntcQcom-3%;Dell-6%Hpq-4%;Gld1.3%Uso0.3%Gld1%納標-0.3%道羅 -0.4%Eem-1.6%;Hxc-4.3%港-0.5%國企-0.7%滬0.6%深0.9%;韓2.4%日0.5%台-0.6 %台店-0.9% AIE:Vst-5%Ceg-3%% Ebm:Alb-5%天齊鋰-3%Lgc+9%Ski+8%Pfm+6%Ssdi+5%;Mrna-9%;波音+5%美鋼-10% Tol-7%Cat-3% ---- 川馬妖風透支元月行情小妖亂舞,韓政亂重挫 12/9:JL世股摘與前瞻:期金髮女軟着;韓政亂重挫:韓-2.8%,中反制美晶片限反壟斷調查Nvda-3% AmdMrvl-6%Tsm-2%;中概作戰大反彈?Hxc+9%,國企3.1%港2.8%;17.日央爸升息?18.美央爸降息?川馬妖風透支元月紅包行情小 妖亂舞:RklbVrt-6% VrtAaoi-7%Pltr-5%Panw-4%Craw-3%Sedg+12%Rvin+11%Wolf+7%Lunr+3% Btc$97.5k-3%Mstr-8%Init-5%;TG:Meta-2%;Tnx4.176;Sox-0.8%SynaSwks+2%;Eem2.1%Uso1.3%Gld1%納標-0.6% 羅-0.7%道-0.5%;滬 -0.1%深-0.4%日0.2 %台0.1%台店-0.4% AIE:Vst-7%CegCcj-5%PwrNrg-3%;Lly-3%;Nflx-2%;WfcAig-2%;Mrna+3% Ebm:Alb+5%Lgc-8%SkietPfm-6%Ssdi-5%;Ibm-3% 觀旅:Ccj-5%達航 -4% 中:百度Li+8%美團+6%阿里小米中芯+4%; 商品:Bhp+5%Fxc銅4%; ---- 川馬妖風元月行情小妖噴崩同亂舞,韓政亂續跌 12/6:JL世股摘與前瞻:期金髮女軟着;12月:新晶片爭Amzn+3%Nvda-2% 川馬妖風行情透支元月紅包行情小妖噴崩同亂舞:AaoiSoun+13%Ai+8%Smci+7%Pltr+6%Lunr+4%RklbOrclAdbe+3%Umac-15%Asmc-11%;Btc$99.5kMstr+2%;TG:Tsla+5%,Meta+2%;Tnx4.151;Sox0.7%Avgo+5%Syna+3%Amd-2%;國企1.8%港1.6%深1.2%滬1.1%Hxc1%;納+0.8 %羅0.5%標0.3% Eem-0.2%Gld-0.7%道-0.3 %Uso-1.7%;台店日0.3%台0.1%韓-0.6%;Mrna+3% Ebm:Alb寧德時代+4%;美鋁-8%;Unh -5% ----- 川馬妖風元月行情小妖噴崩同亂舞 12/5:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情小妖噴崩同亂舞:Soun+31%Umac +14%Rklb+4%Aaoi-22%Sedg-10%Wolf-7%Lunr-6%Mstr-5%;Btc$97.7k;TG:Tsla+3%;Tnx4.203;Sox-1.3%Intc-5%Amat-5%MrvlSynaLrcxKlac-4%;Hxc-1.4%深0.7%滬 0.1%港-0.9%國企-1%;羅-1.3%道Gld-0.7% Uso-0.6%納標-0.2% Eem0.7%;台店日0.3%台0.1%韓-0.9%;美航+17%;Mrna+3%;Unh-5% Ebm:Skiet-5%LgcEbm-4%F-3%;美團-4 % ----- 川馬妖風元月行情小妖噴新回 12/4:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月小妖噴紅包行情新回: Umac-24%Lunr-9% Djt+5%;財報:Mrvl +23% Btc$98.4kMstr+9% 舊小妖:Soun+14% Crm+11%Amsc+7 %Snow+6%Aaoi+5%SmciAdbeCrwd+4%;TG:Nvda+3%AmznTslaGoog+2%;Tnx4.18;Sox+1.7%;Hxc-1.4%深-1.2%滬 -0.4%港0國企0.2%;納1.3%道0.7% 標0.6%羅EemGld 0.3%Uso-1.6%;日0.1%韓-1.4%台1%台店1.4% 觀旅:美航達航Ccl+3% AIE:Vst+5%Mhi+5%Ihi+3%Wolf-4%;Xom-3%; Ebm:AlbOn-6%Skiet-5%Ski天齊鋰容百-4%;Tol-4% ----- 川馬妖風新小妖大震盪,中抵制美晶片 12/3:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情,新小妖趁瘋套現;Umac-21%Sedg-8%美 鋼-8%Rklb-5%Smci-4% Lunr-3%;舊妖:Pltr +7% WolfAsmc-5%;Btc$96k;TG:Meta+4%NvdaAmznAapl+1%;Tnx4.223;Sox-0.4%Tsm+2%Intc-6%;深1.8%Hxc1.2%滬1.1% 國企0.9%;Uso+2.8 %納0.4%GldEem 0.2%標0.1%道-0.2 %羅-0.7%;日韓1.9%台1.3%台店0.5% Ebm:On-6%Gm-3%Ski+4%;Ihi+4% ---- 川馬妖風新小妖崩舊小妖噴晶片衝 12/2:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情,新小妖趁瘋套現 崩;Umac-20%Lunr- 10% Rklb-11%;舊小妖噴Smci+29%Wolf+16%;Btc$95.9k;TG:TslaMeta+3%;Tnx4.196;Sox+2.6%TsmArmMrvl+5%Amd+4%AvgoQcom+3%,Hpq+3%;深1.8%滬1.1%Hxc1%國企0.9%港0.7%;納1%Gld 0.8%Eem0.4%標0.2%羅0道-0.3%Us o-0.8%; 台2.1%日0.8%台店0.4%韓-0.1%;Mrna+3% Semi:Lrcx+6%Amat+5%GfsAsml+4%Klac+3% AIE:Vst-4%Ceg-3% Ihi+3%日立+5% Ebm:On+4%AlbSki+3%; ---- 川馬妖風行情新小妖飆無人機 11/29:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖.川太子加持無人機 Umac+89%Space:Lunr+13%Rklb+6% ;Soun+18%Aaoi+13%Wolf+7%Asmc+5%;幣停Btc$96.6k; TG:Tsla+3%Nvda+2%Tnx4.242;Sox+1.5%Mrvl+3%Tsm+2%;深1.7%滬0.9%港國企0.3%Hxc0.6%; Gld0.9%納0.8%標0.6%道羅0.4%Eem 0.2%Uso-0.2%;韓-2 %台-1.5%日-0.4%台店0.2%;Semi:Lrcx+3%AsmlSynaKlacAmat+2% AIE:VstNrgCcj+3% Ebm:Lgc-7%EbmSsdiSkietPfm-6%Lges-5% ------ 感恩節美股休市,中股拉回 11/28:國企-1.5%滬港-1.2%深-0.7%滬-0.4%;台店-1%台-0.2%韓0.1%日0.6% ---- 川馬妖風行情新小妖飆無人機幣衝 11/27:JL川馬妖風行情新小妖Umac +85%;幣衝 Btc$95.9kMstr+10%Crwd-5%CrmVrtOrcl-4%Sedg+9%Lunr+3%; 財報:Dell-12%Hpq -11%; TG:Tsla-1.6%Nvda-1.2%Tnx4.242 ;Sox-1.5%Skh-5%Mu-4%MrvlAvgoSse-3%Arm-2%Tsm-1.4%;Hxc2.8%國企2.6%滬港深2.3%滬1.5%;納-0.6%標-0.4%道-0.3%羅Eem0.1% UsoGld0.2%;台店-1.7%台-1.5%日- 0.8%韓-0.7%;Mrna+3% Semi:Gfs-3%Syna-2% AIE:VstCeg-5% Ebm:Rivn+6%天賜+5%SsdiEbmPfm-4% 中股:美團+7%小米中芯微博+4% ---- 11/26:JL世股摘與前瞻:川馬妖風行情幣小妖續回Mstr-12% SmciWolf-11%Soun-5%Btc$92.3k;川擬課墨加25%中10%關稅:鴻海鴻騰Fit-9%Gm-9% ----- 川馬妖風債拋售潮降飆小妖減,領頭牛輝達特斯拉回 11/25:川馬妖風行情:馬黃回;TG:TslaNvda -4%債拋售潮降幣小妖回;川擬增墨加關稅25%,馬嘴軍工股大跌Lmt-4% ----- 11/22.川馬妖風炒小妖衝羅指,狗熊翻補漲道補創高,美擬停最惠國中股崩,晶片弱全村希望輝達回 11/22:川馬妖風行情:炒小妖衝幣羅1.8%;狗熊翻: Mrna +7% 11/21.川馬妖風炒幣小妖股 1120.全村希望輝達財報跌5%,轉放話炒幣 11/19.全村希望輝達財報與放話鬆自駕炒特斯拉 ----- 川馬妖風行情新小妖飆無人機 11/29:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖.川太子加持無人機 Umac+89%Space:Lunr+13%Rklb+6% ;Soun+18%Aaoi+13%Wolf+7%Asmc+5%;幣停Btc$96.6k; TG:Tsla+3%Nvda+2%Tnx4.242;Sox+1.5%Mrvl+3%Tsm+2%;深1.7%滬0.9%港國企0.3%Hxc0.6%; Gld0.9%納0.8%標0.6%道羅0.4%Eem 0.2%Uso-0.2%;韓-2 %台-1.5%日-0.4%台店0.2%;Semi:Lrcx+3%AsmlSynaKlacAmat+2% AIE:VstNrgCcj+3% Ebm:Lgc-7%EbmSsdiSkietPfm-6%Lges-5%;12月.谷歌新AI,18美央爸,1/7. Ces 黃主教佈道 -- 感恩節美股休市,中股拉回 11/28:JL世股摘與前瞻:期金髮女軟着;國企-1.5%滬港-1.2%深-0.7%滬-0.4%;台店-1%台-0.2%韓0.1%日0.6% ---- 川馬妖風行情新小妖飆無人機幣衝 11/27:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖Umac +85%;幣衝 Btc$95.9kMstr+10%Crwd-5%CrmVrtOrcl-4%Sedg+9%Lunr+3%; 財報:Dell-12%Hpq -11%; TG:Tsla-1.6%Nvda-1.2%Tnx4.242 ;Sox-1.5%Skh-5%Mu-4%MrvlAvgoSse-3%Arm-2%Tsm-1.4%;Hxc2.8%國企2.6%滬港深2.3%滬1.5%;納-0.6%標-0.4%道-0.3%羅Eem0.1% UsoGld0.2%;台店-1.7%台-1.5%日- 0.8%韓-0.7%;Mrna+3% Semi:Gfs-3%Syna-2% AIE:VstCeg-5% Ebm:Rivn+6%天賜+5%SsdiEbmPfm-4% 中股:美團+7%小米中芯微博+4% ---- 川馬妖風行情幣小續回妖, 11/26:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情幣小妖續回Mstr-12% SmciWolf-11%Soun-5%Btc$92.3k;川擬課墨加25%中10%關稅:鴻海鴻騰Fit-9%Gm-9%;財報:Dell 盤後-10%;TG:Amzn +3%Tnx4.302 ;Sox-1.2%IntcMu-3%AmdKlacArmSynaAsml-2%,Ai-4%;深-1% Hxc-0.8%國企-0.2%滬-0.1%港0%;納標0.6%Gld道0.2% Eem-0. 4%Uso羅 -0.7%;台-1.2%日- 0.9%台店 -0.8%韓-0.6% ;Lly+5% Bby -5%;Mrna-4% AIE:Nrg+10%Ceg+7%Vst+6%Ihi-5%Mhi0日立-3% Ebm:贛鋒鋰恩捷當升-6%容百-5% ----- 川馬妖風債拋售潮降飆小妖減,領頭牛輝達特斯拉回 11/25:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情:馬黃回;TG:TslaNvda -4%AmznGooh+2%債拋售潮降幣小妖回;川擬增墨加關稅25%,馬嘴軍工股大跌Lmt-4%Btc93.9k -4% Tnx4.265Vrt-6%Mstr-4%Lunr-3%Wolf+18%Rivn+13%Sedg+16%Smci+16%;Sox0.7%Tsm-3%Syna+7%Gfs+5%SwksSse+3%深Hxc0.4%滬-0.1%國企港-0.4 %;羅1.5%道1%標0. 4%納0.3%Eem0.1% UsoGld-3%;韓日1.3 %台店0.9%0.2%;Tol+6% 狗熊翻:Mrna+6%美航TgtBby美鋁+4%波音+3% AIE;Vst-5%Nrg-4%Ccj-3%Enph+8%;Cop-5%; Ebm:StmPfm天賜+5%EbmSkietLgesOn容百恩捷+4%Nxpi+3% ----- 川馬妖風炒小妖衝羅指,狗熊翻補漲道補創高,擬斷 Wto中股崩,晶片弱全村希望輝達回 11/22:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 :炒小妖衝幣羅1.8%; TG:Tsla+4%Nvda-4%Btc98.5k;Wolf+31%Soun+18%Smci+12%Sedg+11% Lunr+8%Mstr+6%AaoiAi+7%Pltr+5%Crwd+4%;Sox-0.2%Skh+5%;Dell+4%Panw-5%;中股崩:深-3.5 %滬3.1%國企-2.1%港-1.9% Hxc-1.4%;Tnx4.41Uso1.4%Gld1.3%道1%標0.4%納0.2% Eem0;台1.6%韓0.8 %日0.7%台店0.6%; 狗熊翻(道指股多或補漲):Mrna+7%Gm +5%Ba+4%BbyF+4%NkeTgt+3%;Wba+4%HdAxp+3%WhtCatPg+2%;Vst-3% Ebm:天齊鋰容百-6%當升-5%贛鋒鋰-4%;中:中芯-7%阿里-4%美團-3%;12月.谷歌新AI,18美央爸會1/7.Ces黃主教佈道 --- 川馬妖風炒幣小妖股 11/21:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情:炒小妖股炒幣Btc98.3k +4%;財報:Snow+33%; Smci+15%Asmc+9%AiSoun+8%;TG:Goog-5%Amzn-2%;Sox+1.6%MuLrcx+4%AmatMrvlSyna+3%; DellAaoi+4%CrmVrt+3%; Tnx4.432Uso1.6%羅1.7%Gld0.8道1%標0.5%納0Eem-0.2 %;深滬0.1% 港-0.5%國企-0.8% Hxc-1.2 %;台店0.8%韓-0.1%日-0.9 %台-0.6%; AIE:Vst+8%Ceg+7%Ccj+6%Etn+3%Ihi-4%Mhi-3% 美鋼+6%;Mrna+4%; Cost+3%;Ibm+3%;Ms+3% ---- 全村希望輝達財報跌5%,轉放話炒幣 11/20:JL世股摘與前瞻:期金髮女軟着;全村希望: TG:財報盤後Nvda-5 %, Tgt-21%川馬妖風行情Tsla-1%炒不動,轉放話炒幣Btc94k +2%Tnx4.06; Sox-0.7%Qcom-6%分析師日不買單;新妖股取代 Aaoi+19%Smci-9%Fit+6%;Gld0.6%道0.3%標羅0納Eem -0.1%Uso-0.4%; Hxc深1.4%滬0.7%港+0.2%國企0.1%;台-0.7%台店-0.2%日0.5%韓0.4%; Ebv:贛鋒鋰+4%Alb+3% F-3%;Sedg+4%;美鋼+6%;Lly+3% --- 全村希望輝達財報與放話鬆自駕炒特斯拉 11/19:JL世股摘與前瞻:期金髮女軟着;全村的希望: TG:財報Nvda+5%+川馬 妖風行情:放話川將放寬自駕監管炒Tsla+2%Djt-9% ,Btc92.4kTnx4.379;Sox0.6%Arm+3%Tsm+1%Intc-3%;找到會計師Smci+35% Ai+24%微軟加持Soun+5%Pltr+3%;Gld0.9%納1%羅0.8%標0.4% Uso0.3%Eem-0.1%道-0.3%;深2.2%滬0.7%國企港+0.4%Hxc-0.8%;台店1.8%台1.3%日0.5%韓0.1%;財報:Wht+3% Ebv:Ski贛鋒鋰天齊鋰+10%天賜+8%恩捷+7%容百+6% Wolf-8%;Eric+5% AIE:Vst+6%Ccj+3%Asmc+3%;美鋁+4% ---- 川馬妖風行情互見 11/18:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情Djt+ 17%Mrna+7%庫藏 股:韓+2.2%Sse+6% ;Btc90.6kTnx4.414;TG:Tsla+6%Goog+2%;財報:20. Nvda-1%;Sox+1.1%Amd+3%QcomIntc+2%Skh-4%;Smci+16%Dell+3%Pltr-7%;Uso3.3%Gld1.9%Eem1.1%納0.6%標0.4%羅0.1%道-0.1%;深-2.2%滬-0.2%Hxc1.7%國企1.1%港+0.8%;台店-1.8% 台-0.9%日-1.1%;美鋼+6% Ebv:SsdiSki+6%Wolf+5%Txn+3%;Bby+4% AIE:Ccj+4%Sedg+5%VstCeg+3%Ihi-4%Mhi-3% ----- 川馬妖風行情反撲馬比獨漲萬股崩 11/15:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 Djt+4%;Mrna-7%比特幣 Btc91.3k+3%Tnx4.428;TG:Tsla+3%AmznMeta-4%NvdaMsft-3%Goog-2%;財報:Amat-9%廣達 -6%晟銘奇鋐廣達-5%,Dis+5%,20Nvda;Sox-3.4%LrcxArm-6%AsmlKlac-5%GfsAvgoMrvlIntcMuAmd-3%;韓庫藏股Sse+7%Skh +5%;Smci+3%FiiAaoi-4%Adbe-5%Soun-4%Pltr+11%;納Uso-2.2%羅-1.4%標 -1.3%道-0.7%Eem0 Gld- 0.2%深-2.6%滬-1.5% 港-0.1%國企0.1% Hxc0.5%;台店-1.5% 台-0.6%日- 0.5%韓0.1% Ebv:LgesWolf-12% Pfm-10%Ebm-8%Ssdi-7%Ski贛鋒鋰容百-6%天齊鋰-5% StmNxpiOn -3% AIE:Sedg-17%AmscEnph-6%Vst+3%;LlyPfe-5%;美鋁+7%; 12月.谷歌新AI,18美央爸會1/7.Ces黃主教佈道 ---- 川馬妖風行情反 11/14:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 反Djt-7%Asmc-13% Rivn-14%;TG:Tsla-6%Goog-2%,比特幣跌Btc88k-2% Tnx4.418,軍工LmtRtx -3%中股續跌:深-2.8 % 國企-2.2%港-2% Hxc-1.8% 滬-1.7%极氪-24%;財報:Dis+6%(廣達 -5%) 20Nvda ;Sox0%Asml+3%(投資人日喊多)Skh-5%; Smci -11%Fit-9%Fii-6% Aaoi-4%;羅-1.4% Eem納 標-0.6%道-0.5%Gld -0.3%Uso+0.8%;台店-1.5%台-0.6 %日 -0.5%韓0.1%;Mrna-6%Lly-3% Ebv:AlbWolfPfmEbm當升天賜贛鋒鋰天齊鋰-6% Ifnny+3%裕元-4% AIE:Mhi+4%Sedg+6%Enph-5%Vst-3%; ---- 川馬妖風行情歇 11/13:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 ,財報Soun-17%Djt-5%Fit+ 22%,Rivn+14%福斯車投資韓-2.6%日 -1. 7%續挫: 三星電-5%Skh-4%;財報 20:Nvda-1%;TG:Amzn+2%Btc90k+2.7%Tnx4.451;Sox-2%Mu-4%ArmAmdMrvlTsm-3%;Smci-6%Aaoi-4%;羅-0.9%Eem-0.6%納-0.3%Gld-1%標0道Uso0.1%;Hxc-1.1%滬0.5%深0.2%國企港+0.1%;台-0.5%台店-0.2%; Semi:Swks-4%KlacSyna-3%AmatLrcx-2%;波音-4% AIE:Ccj日立-3% Ebv:Gfl+6%Alb+5%Ebm-6%StmIfnnyLgcPfm-5%TxnWolf-3% --- 川馬妖風行情歇 11/12:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情,中港台韓股挫Hxc-4.5 %國企-3.1%港-2.8%台-2.3%韓台店-1.9 %;TG:妖股回Tsla-6 %Nvda王者歸+2%,13.黃主教軟銀日AI對談佈道,財報:20.輝達Btc87.8kTnx4.432+3%,Djt-9%;Sox-1.6%MuIntcSksSs-4%QcomAmd-3%Tsm-1%;Smci-7%Fit-6%Fii-5%Adbe+4%;Eem-1.9%羅- 1.8 %Gld-1.1%道-0. 9% 標-0.3%納-0.1%Uso0.1%;滬-1.4%深-0.8%日-0.4%; AIE:Ceg-4%Vst-3%Enph-6%Sedg-11%Ccj+5% Ebv:Ggr-9%Wolf-8%Alb-7%當升恩捷-6%,Ssdi-4% 中:中芯-8%聯想Jd-5% 美鋁-6%Fcx-3% Tol-4% --- 川馬妖風行情恐慌趕頂特斯拉比特幣 11/11:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情;TG:Tsla+9%大軋空餘弱Nvda-2%納標指續微創高納標+0.1%;妖股妖幣續恐慌趕頂Btc87.9k+9% Tnx4.308債價回穩 Gem+10%SounAsmc+8%Crm+6%Djt+5%;Sox-2.5%IntcTsmArmMuSkhSs-4%AvgoMu-3%;Smci-5%DellPltr+3%;Uso-3%Gld-2.4%Eem -0.8%標0.2%道0.7 %羅1.5%;港-1.5%國企-1.4%深2% Hxc0.6%滬0.5%;韓-1.2%台店 -0.4%台-0.1%日0.1%;13.輝達軟銀日本AI峰會;財報:,台股廣達等密集財報,Mrna-7% Wolf-10%,20.輝達 Semi:KlacSynaLrcxGfs-3%;Ggr+11%;達航+4% Ebv:容百+15%Alb贛鋒鋰恩捷天賜+10%天齊鋰+5%Gm+4%Ifnny+3%Ebm-5%Skiet-4%Nxpi-3%; Fi:Wfc+4%Ms+3%; BhpFcxAa-3% ---- 川馬妖風行情 11/8:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情TG:Tsla+8%餘跌:馬獨領投機妖股狂潮納指標指 再微創高Asmc+21 % Djt+15%Gme+6%;財報: Aaoi+55%Wolf+20%,Ggr+17%Mrna-7%(台股廣達等密集財報)20.輝達(8日已入道指);10月營收台積衝;11購物節;人大常會灑錢不如預期Hxc -4.7%; Btc76.3kTnx4.306; Sox-0.8%;Smci-4%Dell-3%,PltrSoun+4%;Eem-2.5%Uso-2.1%Gld-0.7%羅0.7%道0.6%標0.4%納0. 1%;港國企-1.1%滬- 0.5%深-0.3%;台0.6 %日0.3%;台店-0.4%韓-0.1% Semi:Syna+8%Gfs-3%;Lly+4%Rtx+3%;Cat-4% AIE:Tt+4%Vst+5%MhiPwr+3%Ccj-3%;Evb:容百+7%當升+6%天賜+5%Tm-3 %;Fcx-5%Bhp-4% ---- 川馬妖風行情反撲 11/7:JL世股摘與前瞻:期金髮女郎軟着;美降息25基點至4.5~4.75%,英降息25基点至4.75%;輝達8日入道20日財報;台積10月營收利多;11購物節;納指標指再創高;Djt-23%;財報:Wolf-39%Vst+8%Smci+12%Arm+4%Mrna-3%;TG:MetaTsla+3%Aapl+2%Nvda+2%;Sox2.3%Intc+5%TsmMrvlAmat+4%Amd+3%;Aaoi+10%Soun+22%;Btc76.2kTnx4.341-2%;Eem2.2%Gld1.6%納1.5%標0.7%道0Uso0.2% 羅-0.4%;Hxc3.5%滬2.6%深國企2.5%港2%;台店0.9%台0.8%韓0日-0.3%; Semi:SynaLrcx+3%Asml+2%Gfs-3%;Cat-2%; 反川AIE:Ccj+5%Ngr+4% PwrCeg+3%日立+5% Evb:Ski-5%Ssdi-4% Alb當升容百+3%; 反川:JpmWfc-4%Gs Ms-2%;中企:中芯茅台酒+5%;Fcx+4%;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 --- 川勝川馬妖風行情大噴殺 11/6:JL世股摘與前瞻:期金髮女郎軟着;7.美央爸會; TG:Nvda+4%市值第一,8日入道指,GoogAmzn+4% ;川勝大噴大殺:助選首功臣Tsla+15% Djt+6%(勝選噴4成開盤大回);扶美企:Gf s+13%Intc+7%或不利非美企Asml-2% Tsm -1%聯想-5%;金獲利了結:Gld-3% Btc75.2k+6%創高Tnx4.426;日+2.6%, 軍工:Ihi+16%Mhi +10%日立+4%;新能源股大屠殺:Sedg -22%Enph-17%;金融股噴:Fi:Wfc+13% Gs+13%MsJpm+12%Bac+8%;羅5.8%道3.6%納3% 標2.5%;Sox3.1%Mu+6% Mrvl+4%Syna+4%Ai+4%Soun+6%;國企-2.6%港-2.2% Hxc-1.8% 財報:Pltr+9%Ceg+3 %Rivn-8%,Smci-18%,Qcom+4%盤後+7 %,Arm+3%,盤後-5 %,7.Vst;10月營收季頂;11購物節;Eem -1.2%Uso-0.3%;深- 0.4%滬-0.1%;台台店0.5%韓-0.5%;阿里-5%Jd-4% Evb:Wolf+7%TxnF+6%NxpiOn+3%Ebm-9%Pfm-8%Lges-7%Ssdi-6%SkiLgc-5%IfnnyAlb-4% 觀旅:Ccl+8%達航+7%美航+6%;Unh+5% 原物料:美鋼+8%美鋁+6%Cop+4%Cvx +3%;Cat+9%;Etn+6% 軟:Orcl+6%Panw+5%SnowAdbeCraw+4% ------ 11/5:JL世股摘與前瞻:期金髮女郎軟着;5.川勝選? Djt-1%Btc$70.3kTnx4.289,Tsla+4%;7.美央爸會,11購物節;10月營收季頂;財 報:Pltr+23%Gfs+16%Nxpi-6%Ceg+3%,Smci+6%盤 後-15%6.ArmQcom7.Vst;TG:Nvda+3%8日入道指 ;Sox1.7%MuIntc+4%AvgoMrvlLrcxAmat+3%Tsm+2%Fit+9%Ai+7%Soun+6%;中14人大常委會召開:深3.2%國企2.6%滬2.3%港2.1%Hxc 1.6%飆妖股,軍工股,晶片股中芯;羅1.9% Eem納1.4%標1.2%道1%Uso0.6% Gld0.2;日1.1%台0.6%韓-0. 5%台店-0.1%;高盛+3%Tol+4% Evb:天賜+10%容百+7%華友鈷+6%美鋁+5%Gm+4% Ssdi -6%Skiet -8% AIE:Vst+5%NrgTt+4%;財報:20Nvda ---- 11/4:JL世股摘與前瞻:期金髮女郎軟着;5.川勝選?Djt+12%Btc$68kTnx4.309;停產協定延Uso+3.2%;10月營收旺季頂;7.美央爸會,11購物節;美監管擋 Amzn資料中心核能發電Ceg-12%VstCc j-3%;財報: 4.盤後:Pltr+13%Nxpi-5% Ceg.5.Smci, Mhi,6.Arm Qcom,7. Vst ;TG:Tsla-2%;4.SK-AI峰會:Skh+6 %道剔: Intc-4%;Sox-0.6% Arm-3%Mu+3%;Eem0.6%羅0.4%Gld 0.1%道-0.6%納標- 0.3%;深2%滬1.2% Hxc1.1%國企港0.3 % ;韓1.8%台0.8%台店-0.4%; Evb:Ebm+7%Pfm+6%Byd+4%Alb+3%WolfStm-3%;Xom+3%;美航-4%達航-3 %;財報:20Nvda;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 ---- 11/1:JL世股摘與前瞻:期金髮女郎軟着:日央爸鷹嘴:日-2.6%日立-6%Ihi-5% Mhi- 4%;5.美投票川勝?Djt-14%,Btc$70 kTnx 4.361;7.美央爸會,11購物節;財報: Smci -11%Amsc +16%Amzn+6%Intc+8%4.CegPltrNxpi,5.Smci,Mhi, 6.ArmQcom,7.Vst; TG:Nvda+2%;Sox+1.1%Mrvl+6%Syna+2%Tsm+1%Aaoi+8%Dell+6%;納0.8%道0.7%羅0.6%標0.4%Eem0.1%Gld-0.4% Uso-1.5%;國企1.1%港0.9%Hxc 0.1%滬-0.2%深-2.3 %;韓-0.5%台-0.2%台店0.3%;AIE:VstNrg -4%;Cvx+3%;波音+4% Evb:Byd-6%SkiAlb+4%天齊鋰+6% ---- 11/1:JL世股摘與前瞻:期金髮女郎軟着:日央爸鷹嘴:日-2.6%日立-6%Ihi-5% Mhi- 4%;5.美投票川勝?Djt-14%,Btc$70 kTnx 4.361;7.美央爸會,11購物節;財報: Smci -11%Amsc +16%Amzn+6%Intc+8%4.CegPltrNxpi,5.Smci,Mhi, 6.ArmQcom,7.Vst; TG:Nvda+2%;Sox+1.1%Mrvl+6%Syna+2%Tsm+1%Aaoi+8%Dell+6%;納0.8%道0.7%羅0.6%標0.4%Eem0.1%Gld-0.4% Uso-1.5%;國企1.1%港0.9%Hxc 0.1%滬-0.2%深-2.3 %;韓-0.5%台-0.2%台店0.3%;AIE:VstNrg -4%;Cvx+3%;波音+4% Evb:Byd-6%SkiAlb+4%天齊鋰+6% ---- 10/31:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:川普大選?Djt-12%,Btc$70.1k -3%Tnx4.284;財報:Smci -12%Li-14%Msft-6%MetaIntc-4%,Amzn-3%Aapl-2%,Ip+13%Cop+6%;TG:Nvda-5%Tsla-3%;Sox-4.1%,Arm-8%Asm-6%Avgo-4%MuSkh-4%QcomAmd-3%Tsm-2%;納-2.8%標-1.9% Gld羅-1.6%道-0.9% Eem-0.7%Uso2.4%;11.5.美投票,7.美央爸會,11購物節;Hxc-1.3%國企港-0.3%滬0.4%深 0.6%;韓-1.5%日- 0.5%; Semi:Syna-5%Gfs-Klac-4%LrcxSwks-3%;美航-4% Evb:Wolf-12%Byd-5%NxpiOn-4%贛鋒鋰+4% 軟:Pltr-5%SnowOrcl-4% AIA:Soun-8%GmeAi-5%Dell-4%;AIE:EtnCcjPwr-3%日立-5% ----- 10/30:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤(晶片雙巴):科技財報密集;川普勝率增 Djt-22%,Btc$72.1kTnx4.266;29.Arm-2%科技論壇;財報: Smci-33%提不出財報換審計,Amd-11%%,Lly-6%,Goog+3% ,30Meta,Msft盤後-4%,31Aapl,Amzn+2%,Intc;11.5.美投票,7.美央爸會, 11購物節;TG:Nvda Tsm -1%;Uso2.4%Gld0.6%創高,羅道-0.2%標-0.3% 納-0.6%Eem-1%;Sox-3.4%雙巴,Qcom-5% Mu -4%Soun-9%;國企-1.8%港-1.6% Hxc-1%滬-0.6%深 -0.1%;日1%韓-0.9%台-0.5%台店-0.1% Semi:Swks-8%Gfs-6%AsmlSyna-4%Amat-3% Evb:Stm-5%IfnnyNxpi-4% 中股:中芯-7%Jd-4% ---- 10/29:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:科技財報密集;川普勝率增Djt+9%, Btc$72.3k+4%Tnx4.274;歐盟中車反補貼稅45.3%;29.Arm+5%科技論壇;財報:Amd+4%盤後-7%,谷歌盤後+6%康寧+5% F-8%,30Meta+3%, Msft, 31Aapl,Amzn,Intc;11.5.美投票,7.美央爸會,11購物節; TG;Gld+1.1%創高納0.8%標0.2%羅Eem-0.3%道-0.4%Uso-1.1%;Sox2.3 %AvgoLrcx+4%KlacAmatSyna+3%Aaoi-6%;深-1.5%Hxc-1.4%滬-1.1%國企0.4%港0.5%;日0.8%韓0.2%台-1.2%台店-1% Evb:Lgc-6%天齊鋰- 3%OnTxn+3%;達航+4% EAI:Ihi+5%Mhi+3% ---- 10/28:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:科技財報密集,以伊戰暫告段落: Uso-5%;川普勝率增嘴台 Djt+21%Tsm-4%,Btc$70k+3%Tnx4.278;迷因小飆衝Gme +11%Soun+18%;28蘋果AI手機;29.Arm +4%科技論壇;財報:Amd+2%,谷歌,30Meta, Msft,31Aapl;11.5.美投票,7.美央爸會,11購物節;TG:Tsla -2%嘎完空 ;羅1.6%道0.7 %Eem0.4%納標0.3 % Gld0;Sox0,Lrcx-3% Mrvl+2%三星電+4 %Fit -6%Aaoi-5%;Hxc4.1%深0.7%滬0.6%國企0.1%港0;日1.8%韓+1.1%台-0.6台店-1.2%;裕元+13% Evb:特斯拉供鏈衝: EbmSkiet+9%Ssdi +8%Pfm+7%Ski+6%;Alb+5%NxpiWolfTmF+3% EAI:Sedg+8%CcjVst+3% 觀旅:Ccl+5%美航+3%; Fi:GsMsBacWfc+2% ---- 10/25:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:27日大選,28蘋果AI手機;29.Arm科技論壇;財報:29.Amd,30 Meta,Msft,31Aapl; 11.5.美投票,7.美央爸會,11購物節;黃主教丹麥印度秀:市值一度稱冠贏蘋;Djt +11%;TG:Tsla+3%續嘎空領納創高18518+0.6% Tnx4.232Btc$66.4k-2% Uso1.6%Gld0.2%Eem-0.1%標0羅 -0.5%道-0.6%; Sox+1.1%GfsTsm+3% AmdArm+2%;深1.9 %Hxc1.4%滬0.6 %港0.5%國企0.4%;台0.7%韓0.5%台店0日-0.6%;美航+3% Evb:特斯拉供應鏈衝:天賜+10%恩捷+9%天齊鋰+7%贛鋒鋰華友鈷容百+6%寧德時代+5%;Sedg +6% Fi:GsBacMs-2%;Mcd+3% 財報:20Nvda;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 ---- 10/24:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:財報: Tsla+22%Soun+6%Lrcx+5%Txn+4%,機器人Ter-11%Ibm-6 %贛鋒鋰天齊鋰-4% Tnx4.2Btc$68k 黃主教頻秀;27日大選,28蘋果AI手機;29.Arm科技論壇;財報:29AMD,30Meta, Msft,31Aapl; Sox0.5%;Gld0.8%納0.8%標羅0.2% Eem-0.2%道-0.3% Uso-0.7%;國企-1.6 %港-1.3%滬0.7% 深-1.3%Hxc-0.8%;台店-1.4%台-0.6%日0.1%;當升-7% ---- 10/23:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:Djt:+4% 川勝率增:加降息50bp至3.75%美債續率升價跌Tnx4.242Btc$67.1k 黃主教頻稱需瘋;TG: MetaNvdaAmzn-3%Aapl-2%;財報:TxnSkh+4%, 盤後:TsIa+9%Lrcx +6%Ibm-2%;Sox-1.1%Arm-7%Qcom-4%MuAvgo-3%Soun-6%Panw-5%;Mcd-5%納-1.6%Gld-1.2%道-1%標-0.9%羅 -0.8% EemUso-0.6%;國企1.3%港1.2%滬0.5%深0.2% Hxc-1.2%;韓1.1%台店0.2日-0.8%台-0.9%; 核電:Ccj-5%Mhi Ceg-3%SedgEnph-15% Evb:Pfm+7%Lges+6%當升天齊鋰+5%Wolf-4%; ------ 10/22:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:Djt:+10% 川勝率增:美元升金續漲原油漲,美債率升價跌Tnx4.204Btc$67.2k 黃主教頻稱需瘋;TG :Msft+2%;財報:GM +10%,Lmt-6%,Vz-5%星巴克-7%;23Tsla,Lrcx, Ibm; Sox-0.5%AmdTsmMuIntc-2%;Aaoi-5%SmciDell-4%;Uso2.4%Gld1.1%納0.2%道0標-0.1%Eem-0 .2%羅-0.4%;深Hxc0.9%滬0.5%國企0.3%港0.1%;台店0.4%台0日-1.4%韓-1.3%;高通日Qcom+2% 核電:Vst-4%Mhi Ceg-3% Evb:Skiet-5%Lgc-4% --- 10/21:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤起:港股前日大飆昨跌:國企 -1.8 %港-1.6%Hxc -0.8%滬0.6%深1.6 %;黃主教頻稱需求瘋;TG:Nvda+4% 143.71創高市值逼蘋果:財報: 23Tsla, Lrcx,Ibm; Sox0.1%Mrvl+2%; Btc$67.1kTnx4.182; Uso1.2%Gld0納0.3% 標-0.2%道-0.8% Eem-0.7%羅-1.6% ;台店1.4%台0.2%日- 0.1% 核電:IhiMhi-4% Amsc-4%;Wolf-4%; Bby-3%Tol-4%波音+3% --- 10/18:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤起;習土皇親再下指導:深國企4.1%港3.6%Hxc+3%滬2.9%中芯+16%FitFii+10%寧德時代+8%Byd聯想容百+6% 黃主教頻稱需求瘋; TG:Nflx財報+11% 23Tsla, Lrcx,Ibm;Sox0.1%,Tsm-2%Skh-4%Asml+3%; Btc$68.5kTnx4.073;Gld1.1%Eem1%納0.6%標0.4%道0.1%Uso-1.7%羅-0.2%;財報佳台積+5%台1.8%日0.2%韓-0.6%台店-1.1% 核電:Vst+3%Ccj +2% 27日大選,28蘋果AI手機;29.Arm科技論壇;財報:30Meta, Msft, 31.Aapl;11.5.美投票,7.美央爸會; 財報:20.Nvda;1218 .美央爸會;1/7.Ces黃主教 --- 10/17:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算:歐央爸第三次降息1碼至3.25%,金續創高;黃主教頻稱需求瘋;TG: Nvda0.9%創高;財報:Tsm+10%;Sox1%,AvgoMuAsml+3%;中官宣失效Hxc -3.6%國企-1.2 %滬-1.1%港-1%深0.6% Btc$67.4kTnx4.096;Gld0.6%道0.4%Uso0.3%納標0 Eem-0.2%羅-0.3%;台店0.5%台0.2%韓0日-0.7% 核電:VstNrg-6% Ceg-3%;Alb-4% 17.Nflx財報 --- 10/16:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算;Djt+16%;核發電: Ccj+8%Vst+6%Ceg +5%; 財報:Asml-6%Ms+ 7%,16Tsm,17Nflx;黃主教近頻曝光稱需求瘋,聯想日:黃主教站台,Intc聯Amd 與巨頭挑戰Arm;TG: Nvda+3%;Sox0.2%,Mrvl+3%Mu+5%Klac-4%AmatLrcx-3%;Aaoi+%Fit-7%;中 共明又救市政官宣Hxc0.9%深-1%國企港-0.2%滬0.1% Btc$67.7kTnx4.016;羅1.6%Eem道0.8%Gld標0.5%納0.3%Uso;日-1.8%台-1.2%韓-0.9%台店-0.2%;Amsc+13%;27.日大選,28蘋果AI手機;29.Arm科技論壇; 觀旅衝:達航美航+7%Csco+4%Dis+3% Evb:Wolf+15%Skiet Ski-4%寧德時代當升-3%; --- 10/15:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算;油價跌Uso-4.2%; Djt+10%;美政府將新AI晶片禁令:TG: Nvda-5%;財 報Asml-16%Eric+1 4%, 16Lrcx-11%,Tsm-3%;Sox-5.3%,Klac-15%,Amat-11%,Arm-7%,Amd-5%,Mu-4%IntcAvgo-3%;SounAi-5%;中政策無效?Hxc-5.9%國企-4%港-3.7%滬深-2.5% Eem-2.1%阿里百度Jd-5%騰訊微博-4% Btc$66.8kTnx4.038;納-1%標道-0.8% 羅0.1%Gld+0.4%;台1.4%日0.8%韓0.4%台店+0.2%; 財報:Unh -8%16.Ms, 17.Nflx;10月上半,黃主教頻受訪稱需求瘋;27.日大選,28蘋果AI手機;29.Arm科技論壇;Ccl+8% Evb:Wolf+21%StmOn-5%BydNxpiTxn天齊鋰-4%寧德時代贛鋒鋰-3% EAI:Ihi+4%Hhi+3%Vst-3%;原料:Cop-4%Xom CvxFcx-3% --- 10/14:JL世股摘與前瞻:期金髮女郎軟着;北韓威脅南韓,中共恫嚇台軍演13小時結束,川普勝率增Djt+18%, Btc$66k+5%Tnx4.078;黃主教頻受訪稱需求瘋狂,預期Tsm17財報會佳: Nvda+2%138衝世界市值首,領TG與半導體設備股衝,領標指道指再創高;Sox 1.8%Arm+7%(科技論壇) QcomMrvl+5%AmatAsml+4%KlacLrcx+3%,Soun+6%;納0.9%標0.8%羅0.6% 道0.5%Gld-0.2%Ee m-0.4%Uso-2%;中財部再官宣美港中概回:深2.7%滬2.1% Hxc-2.1%港-0.8%國企-0.5韓1%台台店+0.3%; 財報:15.Gs,Bac,美航,16.Asml,Lrcx, Ms,17.Nflx;Vst+6%;Wfc+3% Evb:寧德時代+3%贛鋒鋰華友鈷On+4% Byd天齊鋰-4%;達航+4%; -- 10/11:JL世股摘與前瞻:期金髮女郎軟着;Djt+5%川普勝選機率增;財報:富銀+6 %Jpm+4(Bac+5%Gs+3%);道指+1% 42863,標指+0.6% 5815雙創高;羅2.1 %Gld1.1%道0.6%Eem 0.7%納0.3%Uso- 0.4%;台1.1%台店日0.6%韓-0.1% Tnx4.073,Btc$62.6k+3.3 %;財報:15.Gs,Bac,Uaa 16.Asml,Lrcx,Ms,17.Tsm+3%Nflx; Sox0.8%MrvlAmd+2%Avgo-2%,Aaoi+7%Ai+4%11.TG:RoboTaxi.Tsla-9%,12.中財政部預告官宣會:中股續跌再逼政策?深-4%滬-2.6%Hxc+0.9%; 27.日大選,28蘋果AI手機;29.Arm 科技輪壇;11.5.美投票,7.美央 爸會 Evb:Wolf+21%容百-8%當升天賜-7%寧德時代贛鋒鋰華友鈷恩捷-6%;12/18.美央爸會 --- 10/10:JL世股摘與前瞻:期金髮女郎軟着;中政府盤前放話:國企+3.5%港+3%滬+1.3%Hxc0.3%深-0.4%中芯-6%;Djt+17%Uso3.4%;Gld0.7%Eem0.2%納道-0.1%標-0. 2%羅-0.6%;日0.3%韓0.2%;Ggr-12% Tnx4.096,Btc$60.2k:TG: Nvda+1.6%;財報:17 台積; Sox-0.5%MuSkh+4%Fit+6%Soun+5%Aaoi+3% Crwd+6%;10.Amd日-4% ,RoboTaxi.Tsla-1%;27.日大選,28蘋果手機 Evb:SkiByd聯想+4%容百-3%;Amsc-7%;東方外海茅台酒+3% --- 10/9:JL世股摘與前瞻:期金髮女郎軟着;A股補崩:深-8.7%滬-6.6%國企 -1.6%港-1.4%Hxc -1.3% 茅台酒-7%老虎證-14% Tnx4.067,Btc$60.7k:TG;道1%標0.7%納0.6%羅0.3 %EemGld-0.5%Uso -0.7%;日0.9%台0.2 %台店-0.7%;財報:17台積,設備股衝AsmlKlac+3%;Sox 1.1%ArmAvgo+4%Smci+4%Ai+7%康寧+5% 10.Robo Taxi;27.日大選,28蘋果手機;Ccl+7%; Evb:當升寧德時代-15%容百-13%贛鋒鋰天賜-10%華友鈷-8%天齊鋰-7%恩捷-5%;Gm+5%; EAI:Ceg-6%Nrg-5%Vst-3%;軟:Pltr+5% Snow+4% --- 10/8:JL世股摘與前瞻:期金髮女郎軟着,Djt:16%;7.AISummit Nvda+4%三個月新高;Uso-4.3%;港股補崩中股長假後補漲:恒科-12.8%Hxc-7%國企-10%港-9.4%滬4.6%深8.9%Eem-2. 5%,日-1%韓-0.6%台店-0.5%台-0.4%(今年迄昨:國企+45%恒 科+43%,港+36%):中芯-18%老虎證-16%微博聯想-11% Tnx4.033,Btc$62.2k:TG;納1.5%標1%羅0.1%道0.3%Gld-0.7%;Sox1.3%Intc+4%Avgo+3%Syna-5%Skh-4%Aaoi+10%;EDT:事件交易多已先反應:8.鴻海日:Fit-9%Fii+ 10%,9.聯發科天磯9400,10.Robo Taxi;財報:7.Smci-5%,17台積;28蘋果手機; Evb:當升+20%寧德時代+19%容百+18 %恩捷華友鈷贛鋒鋰+10%天齊鋰-14%比亞迪-9%Li-8% 中:Jd-12%阿里-9%騰訊-8%百度-7%;Lvmh-4% 原料:AaFcx-4%Bhp -4%CopXom-3% 觀旅:Ccl+5%美航+3% 軟:Pltr+7%Panw+5%;東方外海-5% --- 美港中概股漲幅縮被排擠中韓台股強彈 10/7:JL世股摘與前瞻:期金髮女郎軟着;佛州新颶風油價續飆Uso+4%,通膨壓力大,Tnx4.024回升4%, Btc$62.4k與美股回TG: Tsla-4%Amzn-3%GoogAaplMeta-2%;Eem0.8%納-1.2%標- 1%道-0.9% Gld-0.3%;美港中概股漲幅縮被排擠中韓台股強彈,高盛拉拉隊慢拍上調中股15~20%,Hxc0.1%國企2.1%日台1.8%港韓1.6%台店1.2%;(今年迄今:國企+45 %,恒科+43%,港+36 %):腦洞科+275.9%,宏業期+58%,招商證+28%中芯+22%;馬斯克站台川普Djt:11%; EDT:事件交易多已 先反應:7.AISummit Nvda+2%;Sox-0.2%Tsm +2%Skh+6%;8.鴻海日 9.聯發科天磯9400,10.Robo Taxi;財報:7.Smci +16 %,17台積;28蘋果手機; Evb:Skiet+12%天齊鋰+11%Byd+5%;Aig-3% AI新王:Gnrc+9%日立+4%Vst-5%;Ggr+9% 軟:Adoe-4%Pltr-3%; ;東方外海+7%;11月5.美投票;美央爸會(11/7,12/18 ) --- 10/4:JL世股摘與前瞻:期金髮女郎軟着;8.鴻海日: Fit+25%,Fii+10%;港中股續衝擠台日韓股(今年迄今:國企+41%,恒科+39%,港+33%):宏光半+286 %,晶門半+70%,老虎 券+35%,中芯+29%; 恆科+5%Hxc國企3.1%港2.8%,韓0.3%日0.2%台-0.4%台店 -0.9% Btc$62.2kTnx3.981 7.Nvda AI Summit TG:Tsla+4%Amzn+3%Nvda+2%;Sox1.6%Amd+5%AvgoSkh+3%;Aaoi+9%Ai+5%Dell+4%;9.聯發科天璣9400,10.RoboTaxi;財報:17台積;28蘋果手機AI;羅1.5%納1.2% EemUso標0.9%道0.8%Gld-0.2% Evb:Alb+8%天齊鋰+7%;Amsc+11% AI新王:Vst+5%Ccj +4%Ceg+3%;美航+6%Ccj達航+4% Fi:Aig+5%WfcJpm+4%Ms+3%;美東罷工結束航運股價崩:東方外海-8% ----- AI新王核發電,石破茂新政 10/3:JL世股摘與前瞻:期金髮女郎軟着;以襲伊油設施?油價+4.1%;AI新王:核發電:Vst+6%Ceg+5%; 日台韓股反排擠,港股止六連漲:日2 %Hxc-2.4%國企 -1.6%港-1.5%Eem-1.2% Btc$60.7kTnx3.85 TG:Nvda+3%Tsla-3%;Sox0.5%Tsm+3%AmdMu+2%Aaoi+3%;Ggr+18% 7.Nvda AI Summit 8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;財報:17台積;蘋果手機AI;納0 Gld-0.1%標-0.2%道-0.4%羅-0.7%;中:Jd-8%天齊鋰-7% 中芯微博百度-5%阿里-4% --- 政策續飆中港股排擠日韓股 10/2:JL世股摘與前瞻:期金髮女郎軟着;美東碼頭罷工:東方外海+6%;中救市組合拳續逼空,排擠日韓股: 國企7.1%港6.2%Hxc 4.9%,日-2.2%韓-1.2%; Btc$61.5kTnx3.742 TG:Tsla-3%Nvda+1.6%; Sox1.5%MrvlTsmAvgo+2%Aaoi+3%Smci+4%; 8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;財報:Nke-7%,17台積;蘋果手機AI;Eem2% Uso0.9%納道0.1% Gld標0羅-0.1% 中:Jd+11%天齊鋰+9%騰訊中芯Byd +6%阿里+5% Semi:GfsKlac+3%AmatLrcx+2%;軍工能:Mhi-4%Ihi日立-3% --- 10/1:JL世股摘與前瞻:期金髮女郎軟着;中救房股組合拳續逼空Hxc+5.5%;伊轟以Uso+3.1%;美東罷工,Ism續縮;石破茂:增軍費思核武,印太北約,軍工: Mhi+8% Ihi+7%Lmt日立+4%Rtx+3% ;TG:Nvda-4%Aapl-3%Msft-2%;Sox-2.9%Arm-5%IntcMuAvgoAmdQcomMrvl-3%;AiAaoi-7%Dell-5%Ter-4%Hpq-3%;8.鴻海日,9.聯發科天璣9400,10.RoboTaxi,蘋果手機AI通;財報.17台積; Btc$61.5kTnx3.742; 納羅-1.5%標-0.9%道-0.4%Eem0.7% Gld1.1%Uso4%;日1.9%台0.8%台店0.7% Semi:SynaGfs-4% AmatSwksLrcxKlac-3%;Evb:Wolf-6%Ifnny-4%NxpiStm-3% ---- 中股恐慌趕頂,排擠日韓台股 9/30:JL世股摘與前瞻:期金髮女郎軟着;作帳超級狗熊翻:中建國75週年,中股恐慌趕頂,排擠日台韓股:深11%滬8.1% 國企2.9%港2.4%;日-4.8%台-2.6%韓-2.1%Hxc0.5%台店 -0.7%;Djt+9% TG:Aapl+2%;Sox-0.9%Tsm-2%Mu-4%Skh-5%三星 -4% ;Fii+10%Aaoi+4%;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi,蘋果手機AI通;財報.17台積;Btc$63.1kTnx3.802;標0.5%納0.4%羅0.2%道0 Uso-0.5%Gld-0.8%Eem-1.6%;中芯+12%茅台酒阿里+7%;Evb:德方納米當升+20%天齊鋰+13%寧德時代+11%贛鋒鋰華友鈷恩捷天賜+10%容百+9%Wolf -5%Ifnny-3% EAI:日立-6%三菱重工-3%; ---- 9/27:JL世股摘與前瞻:期金髮女郎軟着;作帳超級狗熊翻:中:十一黃金週,建國75週年,降準0.5%今實施:中股續領塑化鋼鐵銅鋁狗熊翻:深6.7%Hxc+4%港 3.6%國企3%滬2.9 %,Jd +10%Wb+9%茅台酒+7%Lvmh +4%;Djt+ 6%;27.石破茂當選:日期-5%; TG:Tsla+2%Nvda-2%;Sox-1.8%Tsm-5%MrvlAvgoKlac-3%;Fii+6%Smci+4%Aaoi-7%Dell-5%Hpq-4%;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi,蘋果手機AI通;財報;Btc$65.7k Tnx3.749;Uso1.8%羅0.7%道0.3%標- 0.1%Eem -0.2%納-0.4%Gld-0.8%;日2.3%韓-0.8%台台店 -0.2%;聯想+6%阿里+5% Evb:天齊鋰+13% Wolf+11%贛鋒鋰寧德時代華友鈷恩捷天賜+10%當升容百+9%天賜+7% Byd+6%Ifnny+5% EAI:Sedg+7%三菱重工+5%Vst+3%; ----- 9/26:JL世股摘與前瞻:期金髮女郎軟着;中:十一黃金週,建國75週年,央爸救市,另財政大灑錢:股市續噴:Hxc+11%國企4.8% 港4.2%深4%Eem3. 7%滬3.6%韓2.9%日2.8%, Lvmh+10%茅台酒+11%Wb+10 %;美鋁+9%Fcx+7%;26.Meta日;27.日首相選;8.鴻海日, 9.聯發科天璣9400, 10.RoboTaxi;財報:Mu +15%Skh+9%三星+4%; TG;Sox3.5%Syna+9% Amat+6%Lrcx+5%Asml+4%MrvlAmd+3%Tsm+2%;Dell+5%;調查Smci-16% Btc$65.2k+4%Tnx3.791;羅道納0.6% Gld0.5%標0.4% Uso-3.5%;台0.4%台店0.3%;美航+7%達航+6%;中:阿里+7%騰訊+6% Evb:Wolf+17%Alb+10%OnIfnny+5%天賜+7% EAI:Sedg+7%日立+5%三菱重工+4%;Ggr-8% --- 9/25:JL世股摘與前瞻:期金髮女軟着;Djt+10%;中:十一黃金週,建75週年,央爸救市降息準組合拳(道標指創高回落);8.鴻海日,9.聯發科天璣9400,10. RoboTaxi ;財報:Mu盤後+10% ;TG:Nvda+2%;Sox0.8%Intc3%Arm+2% Btc$63.9kTnx3.775;Uso-2.5%羅-1.2% Eem-1.1%道-0.7%標-0.2%Gld-0.1%納0;台1.5%台店1.4%韓-1.3%日-0.2%;深滬1.2%國企0.8%港0.7%Hxc-2.8%;Cop-3%;Evb:Gm-5%AlbWolfF-4%;EAI:Vst+6%Ceg+4%Sedg-5%Ggr+14% ---- 中:央爸救股房市噴 9/24:JL世股摘與前瞻:期金髮女軟着;中:十一黃金週,中建國75週年前組合拳大救房股市,中港股噴:(台美股走高,道標指創高)Hxc9%國企5.1%滬4.2%港4.1%深4% Eem3.1%:中:Wb+11%Li+10%茅台酒+9%百度+7%阿里+6%;金屬:Fcx銅+8%美鋁+7%;東方外海+4%;22.美無人商團訪;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;TG:Nvda+4%;Sox1.3%Tsm+4%Aaoi+14%Fii+10%Fit+8%;Btc$62.9kTnx 3.749;財報; Uso1.1%Gld1%納0.5%標0.2%道羅0.1%Uso -0.9%;韓1.1%台0.7%日0.6%台店-0.4%;Djt+5% Evb:當升+10%Skiet恩捷+9%Lgc贛鋒鋰天齊鋰+8%;Cat+4% EAI:日立+5%三菱電機+4%; --- 9/23:JL世股摘與前瞻:期金髮女郎軟着;川交易挫Djt-10%;中十一黃金週;8.鴻海日:10.RoboTaxi 21.美台國防會議;22.美無人機商團訪台;TG:Tsla+5%;Sox0.1%IntcMu+3%Mrvl-3%Fit+8%;Btc$62.9kTnx 3.749;財報; Eem0.8%標0.3%Gld 道+0.2%納0.1%羅- 0.3% Uso-0.9%;台0.6%韓0.3%台店0.1%;Hxc1.4%滬0.4%深國企0.1%港 -0.1%;Amsc+11%; EAI:Ccj+4%VstGnrc+3%; ----- 9/20:JL世股摘與前瞻:(19.美降息50bp晶片領噴)期金髮女郎軟着;川交易挫:Djt -8%;新能源Ceg+ 22%Vst+17%Ccj+8%Nrg +6%;21.美台國防會議;22.美無人機與反無人機商團訪台;中:十一黃金週;8.鴻海日,10.RoboTaxi;傳高通欲併Intc+3%;財報:Nke+ 7%Fdx-15%;TG:TslaNvda-2%;Sox-1.3%Avgo+2%AsmlSyna-4%Amat-3%Gme+12%Smci+5%Ter-4%;Btc$63.1kTnx 3.728; 羅-1.1%納-0.4%標 Eem-0.2%道+0.1% Uso+0.2%Gld+1.3 %;日1.5%台韓0.5%台店-0.3%;港+1.4%國企+1.2%滬0深 -0.2%Hxc-0.6%;Ggr-13% Semi:Gfs-4%AmatLrcxKlac-2%;Crwd+8% Evb:Wolf-8%OnIfnny-5%StmAlb-4%; ----- ***美降息50bp次日晶片股領噴 9/19:JL世股摘與前瞻:期金髮女郎軟着;美央爸降息50bp(台央爸升準1碼);半導體領科巨世股衝:TG: Tsla+7%NvdaMetaAapl+4%;Sox4.3%Hxc4.2%Uso3%納2.3%日羅Eem國企2.1%港2%台店1.8%台標 1.7%AmatAmdKlac+6% TsmAsmlMrvlGfs+5% 財報:聯邦快遞:盤後一度-10%;川交易:Djt-6%; Btc$62.7kTnx3.74;Gld+1.6%道1.3%;韓0.2%;深1.6%滬0.7%; Semi:LrcxAvgo+4% SynaQcomSwks+3%;Ter+5%;Cat+5%;軟:CrwdAdbe+4% EAI:日立Pwr+6%Etn+5%三菱重工Ceg+4% Evb:Wolf+6%On+4%AlbTxnStmNxpi+3%;Ggr-14% 原料:Bhp+4%Fcx +3%; Fi:Gs+4%BacWfc+3% ---- 9/18:JL世股摘與前瞻:期金髮女郎軟着;美央爸降息50bp至4.75~5%,港央爸降息50bp至5.25%;印尼央爸降1碼至6%;台央爸?季報作帳9月魔咒:先踹狗熊:Ggr-9%,轉狗熊翻Intc-3%;財報; 川交易:Djt-4%;Btc$62.3 k+4%Tnx3.685;TG:Aapl +2%Nvda-2%;Sox-1.1% Skh-7%;Uso-1.5%Gld-0.8%Eem-0.4%納道標-0.3%羅0%;日2.1%台台店-0.8% 韓-0.1%;滬0.5%深- 0.2%Hxc-0.9%;AsmlSyna-2%;Evb:Alb-4%Wolf-3% ---- 9/17:JL世股摘與前瞻:期金髮女郎軟着;等19.美央爸降息;中:十一黃金週落空?季報作帳9月魔咒:先踹狗熊(Ggr-11%),轉衝狗熊翻lntc+3%:分拆代工成子公司;財報;10.RoboTaxi;蘋果新機冷Tsm-1%;TG; Sox0Mu+2%;Aaoi-3%; 川交易:Djt-7%;Btc$60.2k +3%Tnx3.642;Uso1.2%羅0.7%納0.2% Eem0.1%標道0Gld -0.6%;日-1%;港國企1.4%Hxc1.8%,Li+12% ;Mrna+4%;Cop+3%;美航達航+3%;Enph+6% ---- 9/16:JL世股摘與前瞻:期金髮女郎軟着;等19.美央爸降息;9月魔咒轉季報尾短衝作帳(停損:Ggr-14%) lntc+6%作帳狗熊翻:國防部單額外補30億美元,分拆代工成子公司;財報:Orcl +5%10.RoboTaxi;蘋果 新機預售破發果鏈遇冷Aapl-3%Swks-5% Tsm-2%;TG:Nvda-2%;Sox-1.4%Arm-6%Mu-4%Avgo-2%Syna+3% ;Aaoi-10%; Btc$57.7kTnx3.621;川交易挫:Djt-4%;Ccl+3% ;Uso1.5%道0.6%羅Eem0.3%標0.1%納-0.5%;台0.4%台店0.3%;港國企0.3% Hxc-0.6%滬-0.5%深-0.9%;美鋁+6% EAI:Sedg+11%;Wolf-6% ---- 9/13:JL世股摘與前瞻:期金髮女郎軟着;歐央爸降基率0.25%至3.5%;期19.美央爸降息,金價創高,中:十一黃金週落空?9月魔咒轉季報尾短衝作帳?小股領漲:羅2.5%;川交易噴:Djt +12%Btc$60.5k+4%Tnx3.65;10.RoboTaxi;財報: Adbe-8%;TG:Goog+2%;Sox1.7%Arm+6%Mu+5% Semi:Syna+5%AmatLrcx+3%Skh-4% ;Gld1%道0.8%納0.7% Eem標0.5% Uso-0.1%;台店0.8%台0.5%韓0.1%日-0.1%;國企0.9%港0.8%Hxc0.1%滬-0.5%深-1.1%;Mrna-5% EAI:Sedg+9%Wolf+8%Vst+6%Enph+4%Ceg+3% Evb:On+3%天齊鋰-6%贛鋒鋰-5%Lges-4%;原物料:美鋼美鋁+4%,TolXhb+3%波音-4%;11月5.美投票 ----- 9/12:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳)金價創高;財報:Adbe盤後-10%,Orcl盤後+7%;11.黃主教高盛佈道;19.美央爸降息;10月十一黃金週,10.RoboTaxi ; TG:Meta+3%NvdaGoog+2%;Sox-0.2%Avgo+4%Mu-4%Skh+7%Asml+6%;Aaoi+11%Ai+7%;Btc$58.2kTnx3.68;Uso3%Gld1.8%羅1.2%納1%Eem標0.8%道0.6%;日3.4%台3%韓2.3%台店2%;港0.8%國企 0.6%滬-0.2%深-0.5 %Hxc-0.8%;Mrna-12% Semi:Gfs-3%LrcxKlac-2% EAI:三菱重工+6%日立+5%Sedg-6% Enph-4% Evb:Pfn+7%Lges+4%Gm+3%Txn-3%;中股:茅台酒-3%;原物料:美鋼+4%美鋁+5%,Tol+4% 11月5.美投票 ----- 9/11:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳偏空先踹狗熊);財報:Gme-12%;9/10.川賀辯後民調:賀63%/川37%,川交易打爆,晶片股新能源股噴噴,川普科-10%;11.黃主教高盛佈道:TG: Nvda+8% Amzn+3%Msft+2%;Sox+4.9%Arm+10%Avgo+7%TsmMrvlAmd+5%Mu+4%Asml+6%;Smci+8%Ter+5%Aaoi+4%;Btc$56.8kTnx3.644;納2.2%Uso1.3%標1%Eem0.7%道羅0.3% Gld-0.2%;日-1.5%韓- 0.4%台-0.2%台店0.4%;滬-0.8%港國企-0.7%深-0.1%Hxc 1%; Semi:LrcxKlac+5%Amat+4%;EAI:Sedg+8%CcjEnpg+6%VstPwr+5%Ceg+4%;Evb:Alb+14%天齊鋰+13%贛鋒鋰Ssdi Skiet+10%PfmTmt +9%;原物料:美鋼+7%美鋁+6% ---- 9/10:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳偏空先踹狗熊,中股測五年低,台塑寶測低);原油入熊Uso-3.3%;金融重挫:Jpm-5%Gs-4%;蘋果遭歐盟判需補稅144億美元.;財報:甲骨文+11%Amsc 13%;9/10.川賀辯;11.黃主教高盛佈道會;19.美央爸降息;10月十一黃金週:10.RoboTaxi;TG:Tsla+5%AmznMsft+2%Nvda1.5%;Sox+1.2%Avgo+5%Mrvl+4%Amd+3%;Aaoi-4%;Btc$57.6kTnx3.646;納0.8%標Gld0.4%羅0道-0.2% Eem-0.4%;台店-1.8 %韓-0.5%台-0.4%日 -0.2%;國企0.4%滬深0.3%港0.2%Hxc 0.1%;Mrna+3% Evb:LgesGm-5%StmTlc-4%StmF-3%;Xom-4%;X-5%Ceg+3% ---- 9/9:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒耳熟能詳(季報作帳偏空先踹狗熊,中股測五年新低,台塑寶測低);入標指Pltr+14%, Dell+5 %;財報:甲骨文盤後+9%;9/10.蘋果手機新品華為新三折機,川賀辯論;19.美央爸降息;10月十一黃金週:10.RoboTaxi; Btc$57.1k+4%Tnx3.697;TG:Nvda+4%Tsla+3%Amzn+2%;Sox2.2%Arm+7%MrvlTsm+4%AmdAvgo+3%;Aaoi+10%Smci+6%;納標道1.2%羅0.3%Eem 0.8%Uso0.5% Gld0.4%;台-1.4%台店-0.5% 日-0.5%韓-0.3%;國企-1.7%港 -1.4%滬 -1.1%深-0.6%Hxc 0.7% AIE:Sedg-8%Enph-5%;Wolf-8%;東方外海-6% Mrna+5%;美航+4%達航波音+3%X+5%Vz+4% --- 9/6:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳偏空先踹狗熊);美銀客戶淨賣美股高盛看跌;折扣店股價暴跌,美底層消費 疲弱;財報:Avgo-10 %; Sox-4.5%ArmMrvl-5%TsmAmd-4%QcomMuIntc-3%;Smci-7%Dell-5%Ter-4%;TG:Tsla-8%NvdaGoogAmzn-4%Meta-3%;9/10.蘋果手機新品華為新機,川賀辯論;19.美央爸降息;10.RoboTaxi;納-2.6%羅- 1.9%Eem-1.8%標 -1.7% Uso-1.4%道-1%Gld-0.7%; 台1.2%台店0.2%日 -0.7%韓 -1.2%;深- 1.4%滬-0.8 %;Btc$54k-4%,Tnx3.71 Semi:AsmlSyna-5%AmatKlacLrcx-3%AIE:Sedg-6%三菱重工日立CcjVst-3%;美鋁-6%Fcx-3% Ecb:SkietPfm-8%Alb-7%Ssdi-6%NxpiStmIfnnny-4%;Fi:Wfc-5%MsBac-3% ---- 9/5:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳);美銀客戶淨賣美股高盛看跌美股;雙巴盤;6.IFA,10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;10月:10.RoboTaxi, ;TG:Tsla+5%Amzn+3%Nvda+1%;財報:Ai-8%Avgo盤後-7%;Sox-0.6%Arm Tsm+2%;Skh+3%;Aaoi-6%Hpq-3%;Uso0.9%Gld+0.6%納0.1%Eem0標-0.5%羅-0.8%道 -0.9%;日-1.1%台店 -0.3%韓-0.2%台0.5 %;深0.5%滬0.1%港-0.1%國企-0.5%Hxc0.9% Btc$56k-4%,Tnx3.744 Semi:KlacAsml-2%; Ecb:Wolf-7%;Aig-4% --- 9/4:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳);美銀客戶淨賣美股高盛看跌美股;東亞股跟重挫:台-4.5%日-4.2%台店- 3.3%韓-3.2%;美鋼-18%;雙巴盤;10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;TG:Tsla+4%Nvda-1.7%;Sox+0.3%Amd+3%Syna+2%;Asml-4%Intc-3%Arm-2%Skh-8%;Aaoi+6%Smci-4%;Uso-2.1%Gld道 0.1%Eem0羅標-0.2 %納-0.3%;港國企 -1.1%滬-0.7%深-0.6 Hxc-0.1%; Btc$58.3k,Tnx3.768 EAI:日立-7%三菱重工-6% Ccj+4%;Crwd-3%;Vz-3% --- ***9/3:JL世股摘與前瞻:雙巴盤再起,空頭再以PMI差金髮女變老,藉九月魔咒大踹原領頭牛輝達開月黑盤;期金髮女郎軟着再來機率降;踹AI半導體股,新能源股領跌美股(川交易大勝);新能源料:Vst-11%Ceg-10%; Sox-7.8%Nvda-10%Intc-9%MrvlAmdMu-8%TsmArmQcom-7%Avgo-6%,Ter- 9%;TG:Goog-4%Aapl-3%MsftMeta-2%;9月(季報作帳):3.半導體展,10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;Aaoi+8%; Uso-4%納-3.3%羅 -3.1%標-2.1%Eem -2%道-1.5% Gld-0.4%;日0韓台店台 -0.6%;深1.1%國企 -0.1% 港-0.2%Hxc-0.9%滬-0.3% ;Btc$57.7k,Tnx3.844 Semi:Syna-11%Klac-10%Gfs-9%Klac-8%SwksAmatIntc-Lrcx-7%Asml-6%; EAI:Sedg-9%CcjEnph-7%NrgPwrEtn-6%;波音-7%; Evb:On-9%Nxpi-8%AlbStmWolfIfnny-7%Txn-6%; Fi:Gs-4%Ms-3%; 原料:Fcx銅-7%美鐵美鋁-6%Cat-4%;房: Xhb-3%; ------ 9/2:JL世股摘與前瞻:期金髮女郎軟着再來;9月(季報作帳):大學開學,3.半導體展,10.蘋果發佈手機新品;美股休市:中港股殺戮:深國企-1.9%港-1.7 %滬-1.1%;日0.7%韓0.5%台0.2%台店 -0.7%;中股:中芯-4%茅台酒-3% Evb:pfm+15%Ebm+8%LgesLgc+6%天齊鋰贛鋒鋰-5% ----- **8/30:JL世股摘與前瞻,期金髮女郎軟着再來;9月(季報作帳):大學開學,3.半導體展,10.蘋果發佈手機新品,19.美央爸降息;Uso-3% ;迷因股Gme+9%;空軍屠殺回穩Smci-2%,結構受惠Dell+4%Fii+7%Fit+6%;超級無敵狗熊試翻Intc+9%;科巨:AmznTsla+4%; Nvda+1.5%財報挫回穩;費半2.6%Mrvl+9%Avgo+4% Qcom+3%AmdMuTsm+2%Aaoi+10%;納+1.1%標1%羅0.7%Eem0.2%道0.6 %Gld-0.7%;日0.7%韓台店0.5%台0.3%;深2.2%國企1.4%Hxc1.2%港1.1%滬0.7%;Btc$59k,Tnx3.911 Semi:KlacLrcx+3% Evb:Wolf-8%Nxpi-3%Byd+6%贛鋒鋰+4%;AIE:日立Nrg+3%;中概:阿里中芯+3%;10月:9.川賀辯論,10.RoboTaxi,23.AI(無人機)展,11月5美投票 ---- 8/29:JL世股摘與前瞻,期金髮女郎軟着再來;9月:3.半導體展,10.蘋果新品,19.美央爸降息;財報:Nvda-6 %,Li+11%,Bby+14%,DG-30%,Dell盤後+8%;費半 -0.6%Arm+5%Aaoi+13%; Btc$59.2k,Tnx3.867; Uso1.7%羅0.7%道0.6% Gld0.5% Eem0.1%標0納-0.2 %;韓-1%台-0.8%日0台店0.2%;Hxc2.6%深1.1%港0.5%國企0.3%滬-0.5%深0; Gme+8% Semi:Syna+4%Intc+3%;Crwd+3%;;達航+3% AIE:EtnVstNrg+3%;Evb:LegsSsdi+6%Alb+4% ---- 8/28:JL世股摘與前瞻,期金髮女郎軟着再來;中概續挫Hxc-3.6%;Btc$58.9k續重挫,Tnx3.841;財報:28. Nvda盤後-5%,Li-17 %, Snow-3%;9月:3半導體展,10.蘋果新品;興登堡空軍發檄文踹低:AI小妖股Smci-19%;科巨;費半-1.8%Arm-4%Mu AmdSyna-3%;納- 1.4 % Uso-1.3%Gld羅-0.7%Eem標-0.6 %道-0.4%;台0.8%日0.2%台店0.1%韓0台-0.3%;國企-1.3%港-1%滬-0.4%深0; Wolf-16% AIE:Nrg-4%Ccj-3% 美鋁-6%Fxc-3%;Nke-3% ---- 8/27:JL世股摘期降息,期金髮女郎軟着再來,油價 Uso-1.8%;Btc$61.8k-5%重挫,Tnx 3.835 ;全村等重磅財報28.Nvda;9月:3半導體展;科巨:Tsla-2%;費半+1.1%高通+3%Aaoi-5%空軍發檄文踹開低收小跌Smci-3%; Gld0.3%納標0.2% Eem 0.1%道0羅-0.7%;台店1%日0.5%韓台-0.3%;港國企0.4%滬-0.2%深-1.3 %Hxc0.4%;三菱重工+4%;Wolf-8% ---- 8/26:JL世股摘期降息,期金髮女郎經濟軟着再來,軋空標指創高,中東緊張油價衝Uso+3%,蘋果換CFO;悟空熱台股板卡噴漲停;加課中進口能源車關稅100%; Btc$62.8kTnx3.818;財報:拼多多盤中-30%;28. Nvda,富邦金(中信金搶新光金);科巨:Tsla-3%Nvda -2%;費半-2.5%Arm -5% AvgoMu-4%SkhAmd-3%Tsm-1%Smci-8%;9月:3半導體展,10.蘋果新品,19美央爸降息;納-0.9%Eem -0.8%標-0.3%道0.2 %羅0Gld0.3%;台店0.7%日-0.7%台0.4%韓-0.1%;港1.1%國企1%深0.4%滬0Hxc-0.8% Semi:Mrvl-4%AmatLrcxAsml-3%;Sedg-9% Evb:Wolf-3%Lges+5%天齊鋰+4%當升+8%; ---- 8/23:JL世股摘期降息,期金髮女郎經濟軟着再來:世央爸會老鮑放鴿將降息,美日利差減美元貶日圓升,半導體新能源領美股衝,打爆川交易,財報:28.Nvda,富邦金(中信金搶新光金); Btc$64k+5%Tnx3.81; 科巨:TslaNvda+5%;費半 2.8%TsmQcom+3%Aaoi+8%Ter+4%;9月:3半導體展,10.蘋果新品;羅3.2%Uso2.7% Eem1.7%納1.5%標Gld 1.2%道1.1%;台店0.7% 日0.4%台0韓-0.2%;滬0.2%深0.1%港-0.2% 國企 -0.1%Hxc0.5% Semi:Mrvl+5%SynaGfsSwks+4%;東方海運-7% AIE:Sedg+15%Enph+7%Ccj+6%Vst+3% Evb:Wolf+8%Gm+5%On Alb+4%天齊鋰-5%當升-6%; Ccl+8%達航+3% Tol+5%Xhb+4% ---- 8/15:JL世股摘期降息:零售佳經濟軟着陸高,晶片再領科技衝川普交易續崩, Btc$57.5kTnx3.926;科巨 Tsla+6%Amzn+4% Nvda +4%;AI:費半4.9% Mu+7% AvgoAmd+5%QcomArm +4%Tsm+2%Smci+9%Dell+7%Fit+6%TerAaoi+5%; 8月:財報:CscoWmt +7% 23.國泰金,28.Nvda ,28.富邦金;11.亞洲無人機展,20台積歐廠動土;21.AI應用展:自動化機器人;9月3半導體展,19央爸會;10. 10.RoboTaxi;11.5美 選舉;羅2.5%納2.3%標1.6% EemUso1.1%道1.4%Gld 0.3%;韓0.9%台店日0.8%台-0.6%;Hxc1.7%滬0.9%深0.8%國企0.2%港0 ;Semi:Mrvl+9%AsmlKlac+6%LrcxAmat+5%SynaGfsIntcSwks+4% AIE:Sedg+10%Enph三菱重工+5% Fcx+4% Evb:Wolf+15%Alb+9%On+7%StmNxpiIfnny+4% 觀旅:Ccl+7%Nke+5%達航美航+4% ---- 8/14:JL世股摘期降息: CPI如預期,波動小Btc$58.8k-3%Tnx3.82;科巨Tsla-3%Nvda +2%; AI:費半-0.2%Mu+3% Tsm-1%Fit-8%FiiDell+3%;8月:財報:14.鴻海;Uso-1.4% Gld-0.8%羅Eem -0.5%納0%標0.4%道0.6%;台店1.3%台1.1%韓0.9%日0.6%;Hxc-2%深- 0.9%滬-0.6%港國企-0.4%滬0.3%;Semi:GfsIntc-3%;資安:Crwd+3% ;Evb:Wolf-8%Alb-6%On天齊鋰-3% ---- 大波動:估值,日升息,川嘴,Intc慘財報經濟前景(7/17~8/13) 8/13:JL世股摘期降息:PPI漲縮Vix-12%,降息增,晶片領科巨衝,川交易輸,續漲 Btc$60.6kTnx3.852;星巴 克+25%;科巨Nvda +7% Tsla+5%MetaAmznAapl Msft+2%;AI:費半4.2% Arm+6%Avgo+5%Qcom +4%AmdMuTsm+3%Smci+5% Dell+5%Ter+4%; 8月:財報:14.鴻海,23.國泰金,28.Nvda,28.富邦金;11.亞洲無人機展,20台積歐廠動土;21.AI應用展:自動化機器人;9.3半導體展;10.10.RoboTaxi; ;11.5美選舉;納2.4%標1.7%羅1.6% Eem1.1%道1%Gld-0.2%Uso-1.3%;日+3.5%台店0.6%台韓0.1%;深0.5%港0.4%國企滬0.3%Hxc0.2%;Nke+5% AIE:日立+7%三菱重工+6%VstEnph+3% Semi:IntcMrvl+6%SynaKlac+5%SwksGfsAmatLrcx+4%;資安:Crwd+4%Pltr Snow+3%;Evb:Wolf+5%On+4%Nxpi+3% ---- 8/12:JL世股摘期降息:波動減,8月:財報:14.鴻海, Btc$59.6kTnx3.909;科巨Nvda+4%;費半0.7 %,SmciSoun+6% Dell+3%;Uso3.2%Gld1.7%Eem0.3%納0.2%標0道-0.4%羅- 0.9%;台1.4%台店1.3%韓1.2%;Hxc1.1%國企0.2%港0.1 %滬-0.1%深-0.5%; Alb-7%;Mrna-4% ---- 8/9:JL世股摘期降息:雙巴盤打臉川普:恐慌逼政策:8月:財報:14.鴻海,Btc$60.8kTnx3.94 科巨Meta Aapl+1%; 費半-0.4%,Skh+5%Avgo 1.7%Tsm1.6%Aaoi-10%Soun-7%Panw+4%;Uso1.1 %Eem0.6%Gld0.3%納標0.5%道0.1%羅 -0.2%;台2.9%台店2.3%韓1.2%日0.6%;國企1.3 %港1.2% 滬-0.3%Hxc-1%深 -0.7% Semi:Intc-4%,中芯+5% AIE:日立+4%Nrg+ 3% Evb:Ebm+8%; ----- 8/8:JL世股摘期降息:雙巴盤打臉川普:恐慌逼政策:比特幣衝Btc$61.6k+12% Tnx3.997;8月:11.亞洲無人機展,Soun+21 % Pltr+12%AmscLly+9%;科巨:Nvda+6% Meta+4%;費半+6.9%,Arm+11% Avgo+7%TsmAmdMuQcom+6%Aaoi+25%Ter+8%AiSnow+6%;納2.9%羅2.4%標Eem2.3%道1.8% Gld1.6%Uso0.9%;台-2% 日-0.7%台店韓-0.5 %;港國企0.1%滬0深 -0.1%Hxc+2.8% Semi:Mrvl+9%KlacIntc+8%SwksAmatLrcx+7%Syna+6%Asml+5% AIE:Nrg+8%Vst+7%Pwr+6%Ceg+4%Fxc+4% Evb:Wolf+11%On+9%Nxpi+7%TxnGm+5%Tsla+4%;觀旅:美航+7%達航+6%Ccl+3% ----- 8/1:JL世股摘期降息:雙巴豬頭盤:lSM經濟疲軟拋股潮恐慌逼政策公債率跌,川普交易贏晶片股崩,英央行降息25bp至5%;日升息日幣升日經-2.5%;財報:盤後:Intc-20%,Amzn-6%;Ccj-10%,Mrna-21%,Aig-5%,Cvx-4%,Meta+5%;Arm-16%;費半-7%,QcomAvgo -9%AmdMu-8%Nvda-7%Tsm-4.6%,Aaoi-12%Soun-8%Ter-7%Dell-5%;8月:20台積歐廠動土;21.AI應用展:自動化機器人; 9.3半導體展;美選舉11/5; Btc$65.5kTnx3.976羅-3%納-2.3% Eem-1.8% 標1.4%道-1.2%標-1.1%;中:Hxc-3.4%深-0.9%國企 -0.3%港滬-0.2%;日-2.5%韓0.3%台2%台店1.8% Semi:Lrcx-10%Klac-8%AmatSyna-7%AsmlMrvlGfsIntc-6%Swks-5% AIE:Sedg-8%Gnrc-7%Ceg三菱重工-6% Enph美鋁-5%Vst Pwr Fxc銅-4%日立+5%;Cat-4% Evb:Wolf-12%On-8%TslaTmStmNxpi-7%IfnnyTxn-5%SsdiPfm+5% 觀旅:Ccl美航-5%波音-6%達航-4%;裕元-8% 富銀-4%;XhbTol-3% ---- 7/31:JL世股摘期降息:31央爸示九月降息,日央行升息15bp;川普交易崩;費半7%,Nvda+13%Avgo+12% ArmQcom+8%TsmMu+7%Amd+4%,Aaoi+18%Ter+8%DellSmci+5%;財報:MetaAmzn +3%,盤後Meta+5% Arm-10%;哈馬斯領袖遇刺亡:Uso4.4% Gld1.8% ;8月:20台積歐廠動土;21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5; Btc$64.8kTnx4.109 納2.6% Eem2.2%標1.6%羅0.5%道0.2%;中:深3.4% 滬2.1%Hxc0.8%國企港 2%;日1.5%韓1.2%台-0.1%台店-0.4% Semi:Asml+9%AmatKlacLrcx+8%Mrvl7%Swks-3% AIE:Vst(CP核電廠得延20年執照)+15%Ceg+13% Sedg+7%Etn+6%PwrEnph+5%Fcx+4% Evb:OnWolf+6% Tsla+4%容百天賜+7%恩捷華友鈷贛鋒鋰+5%;中芯聯想+4% ----- 7/30:JL世股摘期降息:31央爸;財報:康寧-7%Pg-5% 盤後:Msft-7% Amd+7%, Aapl;Crwd-10%;29.Siggraph:費半 -3.9% NvdaQcom-7%Arm-6%Mu-5%Avgo-4%Tsm-3%TerSmci-5%;8.21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5; Btc$65.9kTnx4.143納- 1.3%Uso-1%Eem標-0.5% 羅0.4%道0.5%Gld %;中:Hxc國企-1.5%港-1.4%深-0.5%滬-0.4%;台店1.3%台0.3%日0.2%韓-1% Semi:AmatGfsLrcx-4% Evb:Wolf-6%On-5%TslaSkiet-4%Stm-3%;美航+3% AIE:Enph-4%VstEtn-3%;Gs+3%Aa-5%;Gme-5% ----- 7/29:JL世股摘期降息:財 報:On+12%AaplMsft; :28.SIGGRAPH;31央爸; 費半-0.3%Arm-5%Nvda Tsm-1%Aaoi-5%Soun-7%;8.21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5;Btc$66.4kTnx 4.178Uso-1.6%羅- 1.1% Eem-0.3%Gld道 -0.1%標納0.1%;中:港1.3%國企1.2%滬0Hxc-0.1%深-1% ;日2.1%韓1.2%台0.2%台店-1.6%;阿里+5% Evb:Tsla+6%Skiet+3%贛鋒鋰-4%天齊鋰-6% AIE:日立三菱重工+3%Enph-5% ---- 7/26:JL世股摘期降息:財 報:Lgd-6%,下週AaplMsft; 上週Mag7財報週跌:TslaNvda-17% Meta-14%Goog-12%MsftAmzn-9%Aapl-7%;26奧運;28.SIGGRAPH;31央 爸;費半+2%Qcom+3% AvgoMu+2%TsmAmd+1%Soun+6%;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5; Btc$66.7kTnx4.2羅 1.7%道1.6%Gld標1.1%Eem納1%Uso -1.7%;中:深1.5% 滬港0.1%國企-0.1% Hxc-1.2%;韓0.8%日-0.5%; 房產:Tol+5%Xhb+3 % Semi:AsmlKlacSwksMrvl+3%Amat+2%;Pfe3% Evb:Wolf華友鈷天齊鋰+5%On恩捷+4%贛鋒鋰+3%Pmf-8%Ebm-4% AIE:Gnrc+4%PwrCeg+3% ---- 7/25:JL世股摘期降息:財 報:Ter-13%Stm-15%福特-18%Ibm+4%Rtx+8%;Goog-3%Msft-2%;費半-2% Skh-9%Arm-5%Amd-4%QcomMu-3%Fit-12%Fii-5%DellHpqAaoi-4%Soun+6%;26奧運;31央爸;28. SIGGRAPH;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5. Btc$65.9kTnx4.256;羅1.3%Uso0.9%道0.2%納-0.9%Eem -0.4%標-0.5%Gld-1.6%;中:深-1.3 %國企-2.1 %港-1.8%Hxc-0.7%滬-0.5%深-0.2%;日-3.3%韓-1.7%; Semi:Klac-3%Amat-2% 川普交易:AIE:日立-9% 三菱重工-6%Amsc -5% Ccj-4%Vst-3%Sedg+9% Evb:Tsla+2%Ifnny-6%Gm-5%On-4%;Lly-6%;觀旅:Ccl-6%美航+4% ---- 7/24:JL世股摘期降息:財 報:Tsla-13%,Goog-5% ,帶綏七姐妹股與費納指標指:費半-5.4%納-3.6%;23. Llama3.1:Meta-6%,Msft-4%AaplAmzn-3%;ArmAvgo-8%Nvda-7%TsmAmd-6%Amd-4%AaoiSmci-9%DellPltrSoun-8%Ai-7%Snow-5%;26奧運;31央爸;28. SIGGRAPH;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5. Btc$64.1k-3%Tnx4.286;標-2.3%羅-2% Eem-1.5% 道-1.3%GldUso0.3%;中:深-1.3%國企港-0.9%滬- 0.5%Hxc1.9%;日- 1.1%韓-0.6%;Semi:KlacAsmlMrvlAmat-6%MrvlLrcxSyna-5%GfsIntc-4% 川普交易:AIE:Vst-9 %CegAmsc-8%Etn-7%Pwr-5%Enph+13% Evb:Wolf-10%Rivn-7%On-4% ---- 7/23:JL世股摘期降息;川哈交易互嘎:比特幣熱衰 Btc$65.8k;財報:Ups-12% Lvmh-5%,谷歌;車企財報 爛:Nxpi-8%,Gm-6%, Tsla盤後-8%,相關晶片股跌: On-5%StmIfnnyTxnWolf -4%;費半-1.5%Arm+5%;23 MetaLlama3 ;26奧運;28.SIGGRAPH31央爸; Tnx4.239;Uso-1.3%Eem- 0.9%標-0.2%納道- 0.1% Gld0.4%羅1%;中:深-2.6%滬-1.7%國企-1%港-0.9% Hxc -1.8%;台2.8%台店1.3%韓0.4%日0;Gfs-4% Evb:華友鈷天齊鋰-5%當升容百贛鋒鋰Skiet-4%;觀旅:Ccl波音+4%Dis-3% ---- 7/22:JL世股摘期降息;拜登退選川交易 退燒:費半 +4%Lrcx7%AmatKlac+6 %NvdaQcomAsml+5%Amd3%TsmAvgo+2%;Crwd-13%;財報:Sap-5%,Nxpi- 8%,23Tsla,谷歌;除息權強補空;23 Meta Llama3,亞生技會;26奧運;31央爸; 28.SIGGRAPH;Btc$ 67.6kTnx4.26;羅1.7%納1.6%標1.1 %Eem0.8%道0.3% Uso0Gld-0.5%;中:國企1.4%港1.3%滬-0.6%深-0.1%Hxc2.8%;台-2.7%台店-2.8%日-1.2%韓-1.1%;Vz-6%,Ter+5%; 反川交易AIE:Amsc +9% VstPwr+4%Asmc+6%;中:聯想Wb+4% Evb:TslaStmIfnny+5%On+7%Ebm-7%Pfm-6%SsdiSkiSkietLgesLgc-4%; ----- 7/19:JL世股摘期降息;川普嘴+軟體災難Crwd-11%; 費半-3.1%Tsm-4%Nvda AmdMuQcom-3%Avgo-2%Arm2%;Aaoi-7%;財報:18Tsm,19.Nflx-2%,23 Tsla;除息權強補空;23 Meta Llama3,亞生技會;26奧運;28.SIGGRAPH;31 央爸;Btc$66.5kTnx4.239 ;Uso-2.4%Gld-1.8%Eem-1%道-0.9%納- 0.8%標-0.7%羅-0.6 %;中:國企-2.3%港- 2%滬0.2%深0.3% Hxc-1%;台-2.3 %台店-1.9%韓-1%日- 0.2% ; 負川交易:Semi:IntcGfs -5%Lrcx-4%AmatAsmlSynaKlacSwks-3% Evb:Wolf-7%Ifnny-5%TslaStmNxpiOnSkiF-4%Ebm+6%Pfm+4%;Aig-5%Ms-3%;中:聯想Wb-3% ---- 7/18:JL世股摘期降息,川交易跌道-1.3% Gme-8%;財報:U - 10%達美樂-13% 18.Tsm0.4%,23 Tsla ;川普負交易漸消:費半0.5% Nvda AvgoFii+3% ArmAmdSkhMu-2% ;Soun-9%AiAaoi-5%Snow-4%;除息權強補空;16. PDAmzn-2%;23 Meta Llama3,亞生技會;26奧運;28.SIGGRAPH ;31央爸;比特幣Btc$64kTnx4.189;羅-1.9%EemUso-0.9%標-0.8%納-0.7%Gld-0.6%; 港國企0.2%滬深0.5% Hxc-1%;日-2.4%台-1.6%台店-1.5%韓-0.7%; 負川交易:AIE:Pwr+ 8% Asmc-10%Sedg-5%三菱重工立-4%;Syna-3%; Evb:Wolf-4%Ski-3%寧德時代+4% Lly-6%;美航-4%; 科巨頭:Meta3%Goog-2%; 銅:Fcx-5%,美鋁-3% Fi:GsJpm-3%Bac-2% ----- 7/17:JL世股摘期降息,川普交易:舊能源道指+0.5%, 財報會:Asml-13%,18Tsm, 23Tsla:負川交易:晶片AI崩領美股大跌:費半-6.8% ArmAmd-10%Qcom-9%Avgo-8%Nvda-7%Mu-6%Skh-5%;Aaoi-8%DellSmci-7%FiiSoun-6%;除息權強補空;16.Amzn PD;23 MetaLlama 3,亞生技會;26奧運;28.SIGGRAPH; 31央爸;Btc$64.3kTnx 4.146;納-2.8%Eem-1.6% 標-1.4%羅-1.1%Uso2%;港0.1%國企-0.3%滬深-0.5% Hxc-1.9%;台-1%韓-0.8%日-0.4%台店0.5% 負川交易:Semi:Gfs+7% MrvlAmatLrcxKlac-10% ;負川交易AIE:Vst Asmc-11%Ceg-9%Ccj-8%Sedg-7%EtnPwr-6%Nrg-5%三菱重工+4% Evb:NxpiWolf-5%RivnStmOn-4%Tsla-3%;Lly-4% 中:中芯-5%Wb-4% 科巨頭:Meta-6% AmznAapl-3%Goog-2%Msft-1%;煉油股:Cvx+2% ----- 7/16:JL世股摘期降息交易+川普交易盛行:Gld+2%舊能源道指+1.9%小盤股續強羅+3.5%,Tsla+1.6%;房:Tol+7%Xhb5% Hd3%; 財報會:Unh+7%Bac +5% Wfc4%;18Tsm,23Tsla;費半0.5%Nvda-1.6%Mu -2.6%Aaoi+17%Soun+4%;除息權強補空 ;16.Amzn PD;23 Meta Llama3,亞生技會;26奧運:觀旅達航+7 %美航Ccl+5%波音+4%;28.SIGGRAPH ;31央爸 ;比特幣Btc$65.3k Tnx4.167;Eem標0.6%納0.2%Uso-1.3% 房;國企港-1.6%滬0.1%Hxc0.7%深0.9%;台0.5%台店0.4%日韓0.2%;Gme+6% Semi:Syna+6%Swks+4% AIE:Ceg-4%Gnrc+3%三菱重工+5%Sedg13% Evb:RivnOnNxpi+3%Ebm-6%SsdiLgcPfm-5%;Eric+4%;Cat+4%;東方外海-5% Fi:Wfc+4%Gs+2% ----- 7/15:JL世股摘期降息:暗殺不成,賭川普勝交易盛行:勝選灑錢減稅:小盤股道指創高領美股漲,川普媒体科技涨31%%,特斯拉涨2%,中概挫Hxc-3.6%,比特幣噴Btc$64.8k+6.6% Tnx4.229;財報會:Brby -16% ,18Tsm,23 Tsla; 費半0,Qcom+3%Arm MuAsml-2%Tsm-1%Aaoi+9%Fit-10%Soun-9%;除息權強補空 ;國企-1.7%港-1.5%深-0.6%滬0.1%;16.Amzn PD;23 Meta Llama3,亞生技會;26奧運;28. SIGGRAPH;31央爸; 羅1.8%納0.4%道0.8%標 Gld0.3%Eem-1.1%Uso-0.2%;台0.1%韓0.1%台店-0.1% ;Swks+3% AIE:Sedg-15%VstNrg-6%Enph-5%Pwr-4% Evb:Lges4%Rivn-3% 中:Jd-5%Bd-6%Wb-5% Fi:Gs+3%JpmWfc+2% ---- 7/12:JL世股摘期降息:夏夢情炒AI;Ppi轉強,降息預期緩,美股指彈(Meta-2%蘋果1%);財報會:Soun +15% ,Wfc-6%,18 Tsm, 23Tsla;費半1.3%Arm+5% Mu3%Tsm1.5%Nvda1%FiiFit-5%;台股營收除息權強補空;15.1拆10Avgo ;15.三中全會:續狗熊翻:港2.6%國企2.5%Hx c0.6%滬0深-0.1%;16.Amzn PD;23 Meta Llama3 23;亞生技會;26奧運;31央爸; 28.SIGGRAPH;Btc$57.9kTnx4.189;羅1.1%納標0.6%Eem0.4%Gld-0.1%Uso-0.9%;日- 2.5%台-1.9%韓-1.2 %台店-1%;達航-3% Semi:GfsIntc+3%AsmlMrvlSwks+2%;中:Jd+5%阿里+4%騰訊+3% AIE:Sedg6%Enph7%Gnrc4%;Ebv:Rivn8%EbmOnF+4%Tsla3% ---- 7/11:JL世股摘期降息:夏夢情炒AI;Cpi走緩,降息預期增,晶片股費半指-3.5%領七姐妹領納標指轉跌,金房衝,小股羅指衝+3.6%;31央爸;傳延十月:RoboTaixi: Tsla-10%(Meta-4%谷歌Amzn-3%蘋果微軟-2%);11.日股+0.9%,台積3%台股1.6%24390;財報會: Soun+6%,18Tsm23Tsla; Arm-7%Nvda-6%Mu-5%Qcom-4%TsmDell-3% ;台股營收除息權強補空;15.1拆10Avgo-2%;15.三中全會中股狗熊翻:深2.4%Hxc2.2%港2.1%國企1.9%滬1.1%;16.Amzn PD,24.亞生技會;26奧運;28.SIGGRAPH; Btc$57.3kTnx4.193;Vnq+2.9%Gld+1.8%UsoEem0.6%納-2%標-0.9%;日0.9%韓0.8%台店0.5% Semi:Lrcx-6%Amat-5%KlacMrvlIntcGfs-4%Asml-3%;AIE:Enph5%Gnrc4% Ebv:OnNxpi-3%容百12%天齊鋰天賜+6%恩捷華友鈷+5%SsdiLges當升+4% 觀旅:達航-5%美航-4% ----- 7/10:JL世股摘期降息:夏夢情炒AI;“鸽声大作"老鮑称不需通胀至2%以下就可降息(11.cpi);七姐妹連七漲;連創高:納指標指,日股+0.6%,蘋果谷歌,台積0.5%台股24007+0.5%;馬主教Tsla+2%連11漲;財報會 :Soun盤後+22%18Tsm, 23Tsla;費2.4%Mu AmdAsmlTsm+4%Nvda+3%Aaoi+6%;台股營收(興電,台積,晟銘);除息權強補空;15.1拆10Avgo;15.三中全會;16.Amzn PD,24.亞生技會;26奧運;31Fomc; 28.SIGGRAPH;8/8. RobotaiD;Btc$57.8k+ 2%Tnx4.29;納1.2%道羅 1.1%標1%Uso0.9%Eem 0.6%Gld0.4%;中:滬-0.7% 深國企-0.4%港-0.3%Hxc0 ;日0.6%台店0.7%韓0 AIE:CcjSedg+10%三菱重工-6%;Pltr4%;美鋁-5% Ebv:Alb+7%Wolf+5%RivnOn+4%華友鈷+8%Ski-4% Semi:Swks+4%Gfs+3% ---- 7/9:JL世股摘期降息:夏夢情炒AI;老鮑再鴿:通膨取進展;11.cpi;Btc$57.8k+ 2%;微創高:納指標指;台積台股23900+0.1%;蘋果Q2業績佳再回市值第一;馬主教Tsla+4%連10漲;財報會 :18Tsm,23Tsla;費半0 NvdaAmat+2%Tsm -1% Fit+21%Fii+8%;台股營收與除息權強補空;15.1拆10Avgo;15.三中全會;16.Amzn PD,24.亞生技會;26奧運;31Fomc; 28.SIGGRAPH;8/8. RobotaiD;,Tnx4.300;Eem0.4%Gld0.2%納標0.1% 道-0.1%羅-0.5%Uso-0.8% ;中股翻:Hxc2.4%深1.7% 滬1.3%港0國企-0.1 %;日2%韓0.3%台店 -0.3% AIE:日立+5%; Snow-3% Ebv:Wolf-6%Alb-9% 中:百度+8%聯想中芯+3%; ----- 7/8:JL世股摘期降息(11.cpi/9月):夏夢情炒AI;創高:納指標指台積台股23878+1.4%;市值:蘋果超微軟,Tsm價計一度超兆美元;財報會:18Tsm,23Tsla ;費半1.9%Intc+6% MrvlAmd+4%Nvda+2%Tsm+1%Aaoi+11%Smci+5%Dell+3%Fit-14%;美對沖基金售科技買能源材料;台股營收與除息權強補空;15.1拆10Avgo+3%;15.三中全會;16.AmznPD24.亞生技會;31.Fomc;26奧運28.SIGGRAPH; 8/8.RobotaiD;Btc$56.7k,Tnx4.269;Gld-1.2%Uso-1.1%標0.1%道-0.1%Eem0納+0.3%羅0.6%;中股續跌: 深-1.9%港-1.6%國企-1.3 %Hxc-1.1%滬- 0.9%東方 外海-6%;台店-0.7%日-0.3%韓-0.2%;Ggr+4% AIE:SedgAmsc+9%Enph+6%Vst+4%;Nke-3%;Eric+3%;Bby+4%;康寧+12% Ebv:RivnEbm+5%贛鋒鋰-5%恩捷-4%華友鈷當升容百天賜天齊鋰-3%; ---- 7/5:JL世股摘經濟差降息預期增拉六姐妹納指標指創高:夏夢情炒AI;Meta +6%GoogAapl+2%MsftAmzn+1%;WAIC機器人;23556 +0.1%台股微創高;財報會:5.三星+3%18Tsm 23Tsla;Btc$56.4k,費半0.1% Arm+8%Amd+5% Aaoi-6%Nvda-2%Mu-4%Skh+3%Soun+7%Ai+5% ;營收公佈;除息權強補空衝拜墓;15.1拆10Avgo;15.三中全會;24.亞生技會;26奧運28.SIGGRAPH;8/8.RobotaiD;Tnx4.272;Gld1.4%納+0.9%標+0.5% Eem0.4%道0.2%Uso0.1%羅 -0.5%中:Hxc-2%國企-1.4%港-1.3%滬-0.3%深0.5%;韓1.3%台店1.2%日0;Pltr+5%;Ggr-6% Semi:Gfs+4%Intc+3%;達航-3%;能源:VstNrg-3% Ebv:IfnnyStm+3%天齊鋰-3%;CostWmt+3% 中:東方外海裕元Li-3%; ---- 7/4:JL世股摘經濟差降息預期增:夏夢情炒AI與衍生能源;WAIC機器人上海Optimus;創高:台積1005台股23522+1.5%;日40747+0.8%;財報會:5.三星電財報佳,股價創年內新高;18台積,23.Tsla; Btc$58.1k-4%閃崩,通膨經濟失業:英繼法韓歐登執政黨大敗;費半;營收公佈;除息權強補空衝拜墓:除息:5;15. 1拆10Avgo+4%;15.三中全會;24.亞洲生技大會;26.奧運;28.SIGGRAPH;8/8.RobotaiD;Tnx4.355,;美股休市,EemGld納標Uso羅道;中:國企0.2%港0.3%滬-0.8%深-1.6%; 韓1.1%%台店0.3%; 能源:三菱重工+4% Ebv:天賜-4%容百-3%; ---- 7/3:JL世股摘經濟差降息預期增:夏夢情炒AI與衍生能源;WAIC機器人上海Optimus:Tsla+7%;費半1.9%Nvda+5%Tsm +4%ArmMu+3%;營收公佈;除息權強補空衝拜墓:除息:4.發哥可成世界;15. 1拆10Avgo+4%;15.三中全會;財報會:18台積,23 Tsla;24.亞洲生技大會;26. 奧運;28.SIGGRAPH;8/8.RobotaiD;Tnx4.355,Btc$60.3k-3%;Eem1.5%Gld1.1%納0.9%標0.5% Uso0.2%羅0.1%道-0.1%;中:Hxc3.3%國企1.3%港1.2%滬-0.5%深-0.6%;日台1.3%韓0.5%台店0.2%;Asml+2% 能源:三菱重工+6% VstSedgEnph+4% Ebv:Ebm+5%LgesSsdi+4%Alb贛鋒鋰天齊鋰+3%; 中:Li+7%百度+4% Wb騰訊中芯+3%;Fxc美鋁+4% ---- 7/2:JL世股摘期降息夏夢情,炒AI與衍生能源;鮑爾稍鴿日幣續低日股續高;大狗熊翻Amd+4%Tsla+10% 銷優預期;費半1.2%Arm +3%Tsm+2%;營收公佈;除息權強補 空衝拜墓:除息:2.聯電鴻海,3.華碩盟立, 4.發哥可成世界;15. 1拆10Avgo;15.三中全會;財報會:18.台積,23Tsla;24.亞洲生技大會;26.奧運;28. SIGGRAPH ;Tnx4.436,Btc$62.2k;納0.8%標0.6%道0.4%Gld0 Eem0.3%羅0.2%Uso-0.5%;中:Hxc0.8%國企+0.7%港0.3%滬0.1%深-0.6%;日1.1%台店0.2%台韓-0.8%; Ebv:Rivn+7%LgesWolf+6%On+5%Sddi-4%EbmSki天齊鋰-3%;能源:三菱重工+5%;中:貴州茅台酒+3%東方外海+5% ---- 7/1:JL世股摘期降息夏夢情,炒AI與衍生能源Tsla +7%;軟轉強,大選債率升Tnx4.479,Btc$62.8k;除息權強補空衝拜墓:除息:1.興電日月光國泰金,2.聯電鴻海,3.華碩盟立,4.發哥可成世界,15.1拆10Avgo+2%;15.三中全會;18.財報會:台積;24.亞洲生技大會;26.奧 運;28.SIGGRAPH ;費半0.1%ArmAmd- 3%Dell +4%;Uso2.5%納0.8%標Gld0.3% Eem0.2%道0.1%羅-0.9%;中:滬0.9%深0.6% Hxc0.8%;台店0.8%韓0.2%台日0.1%;Snow+6%蘋果+3%Msft+2% Ebm:TslaLges+6%RivnSddi+4%Lg3%;Ccl-5% 能源:日立+3%Sedg -5% Fi:Gs+3%MsWfc+2% ---- 6/28:JL世股摘期降息AI轉軟,股東會吹夢情,半年報作帳衝巨星晶片股輪衝科頭:Meta-3%AmznGoog Aapl-2%;7月:15.Avgo 1拆10;15.三中全會;24.亞洲生技大會;26.奧運;28. SIGGRAPH;財報會:Nke- 20%;費半0.9%Qcom+2% Smci-8%Fit12%;Btc$60.7k;Tnx4.34納-0.7%Uso標- 0.4%道-0.1%Gld0Eem 0.2%羅0.5%;中:滬0.7%國企0.1%港深0Hxc-1%;台店1.4%日台0.6%韓0.5% Lgd7%Unh5%Wfc3% Ebm:天齊鋰-4%寧德時代-3%Ski+6%Ggr-9% 能源:PwrCcjEnph-5% GnrcAmsc-3%Ceg-2%; ---- 6/27:JL世股摘期降息AI轉軟,半年報作帳衝巨星晶片股輪衝科頭:Amzn+2%; 美總統辯論,日圓160破38年新低,德法債率差加大,股東會吹夢情:Nvda-2%;財報會:Mu-7%Skh-6%; Avgo15.1拆10:費半-0.6% Smci+7%PanwPltr+5%CrmSnow+4%Ai+3%;Btc$61.5k;Tnx4.288Uso1.5%Gld1.1%羅1%納0.3%道標Eem0.1%;中:國企-2.4%港-2.1%深-1.5%滬-0.9% Hxc-2.2%;日-0.8%台店-0.6%台-0.4%韓-0.3% Ebm:天齊鋰-6%Alb恩捷天賜-4%比亞迪華友鈷容百贛鋒鋰德方納米-3% 能源:Ceg-2%;Ggr +5% 中:中芯Wb-4%Li紫光東方外海-3%;Ip-7% ---- 6/26:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股輪衝科頭:Aapl+2% ,Amzn+4%創高 ;股東會吹夢情:Nvda ;財報會:Mu盤後-9%;24入納指Arm+3%Avgo15.1 拆10:費半-0.3%Skh +5% Hpq-3%;Btc$60.8k;Tnx4.316納0.5%標0.2%道0 Gld-0.9%UsoEem羅 -0.2%;中:深1.6%滬0.8% 國企0.2%港0.1% Hxc0.4%;日1.3%台店1.1%韓0.6%台0.5% 狗熊翻:Ebm:Rivn+ 23%Alb贛鋒鋰德方納米+8%天齊鋰+6%Tsla華友鈷+5%Wolf容百+4%;美鋼+6%;康寧-4%;Mrna-11% 能源:CegSedg-5% Vst-4%Nrg-3%;Snow+4% 中:紫光+5%中芯3%聯想-3%;觀旅:Ccl+3%; ----- 6/25:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情;26:股東會Nvda+7%,財報會Mu,Avgo15.1拆10; 24入納指Arm+6%; 費半 +1.8%Tsm+3%Fit-6%;Gme+5%;Btc$61.7k+2.5%Tnx4.238納1.3%標+0.4% Vnq-1.2%Uso-1%道-0.8% Gld-0.5%羅-0.4% Eem-0.2%;中:深 -0.8%滬-0.4%國企0.4%港0.3%Hxc-1.3%;日1%韓0.4%台台店0.3% Rivn+9%盤後+50%; 觀旅:Ccl+9%; 能源:Sedg-21%Enph -6%Ceg+3%;Hd-4%; 作帳Goog+3% Meta+2% Ebm:Tm+4%Tsla+3%WolfAlbGm-4%; Semi:KlacLrcx+3%AsmlAmatSwks+2% Fi:Wfc-3%Aig-2% 中:中芯-4%紫光聯想-3% ----- 6/24:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情;游資指標Btc$60.3k-4%續挫;21Nvda再平衡,24Arm入納指後連大跌;Avgo15.1拆10:費半-3%Smci-9% Nvda-7%ArmQcomMrvl-6%SkhDellAaoi-5%TsmAvgo-4%;26:股東會Nvda,財報會Mu;人幣續貶Tnx4.248Uso1.3%道0.7%羅Gld0.4% Gld0.4%Eem0標-0.3%納-1%;中:深-1.6%滬-1.2%國企港0Hxc1.3%; 台-1.9%台店-1.2%韓 -0.7%日0.5%;Lgd 7% Semi:AsmlKlac-3%LrcxAmatSyna-2%;Rtx-3% Ebm:Ski恩捷-5%容百-4%當升-3%;Tm F+3% 中:Li+4%紫光-5%中芯-3%;Amsc-5% 油Cm狗熊翻:Cop XomCvx+3%; ----- 6/21:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情,三巫波動;21Nvda再平衡;24Arm入納指;Avgo 15.1拆10:注意: Btc$64k續回; 費半-1.3% NvdaMu -3%AvgoFit-4% Pltr-7%;Tnx4.257Gld-1.6%Uso-1%Eem-0.4%納標-0.2%道0羅0.2%;中:Hxc -0.9%國企-1.8%港 -1.7%滬-0.2%深0;韓-0.8%台-0.7%台店-0.4%日0.1% Semi:AmatMrvl-2%Syna+2%;東方外海-4% Ebm:Ski天齊鋰-6% Skiet-4%容百-3% ---- 6/20:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:台23406+0.9 %;21Nvda再平衡;24Arm入納指 ;Avgo15.1拆10: 三巫波動,高通Sx首測不及 蘋果M3;費半-2.7% Arm -8%Mu-6%Qcom-5%NvdaAvgoAi-4%Tsm-2%Aapl-2%Aaoi-12%Amd+5% ;Btc$64.9kTnx4.254); Gld1.3%Uso0.9%道0.8% Eem-0.2%標-0.3%羅-0.4%納-0.8%;中:深 -1.6%Hxc-1%國企港-0.5%滬-0.4%;台店1.2%韓0.4%日0.2%;XomCvx+2% Semi:Klac-4%AmatSyna-3%;FcxAa+4% Ebm:Ski+16%Skiet+5%Wolf-9%AlbStm-6%OnIfnny華友鈷當升贛鋒鋰-4% 能源:Enph-9%Sedg -7%PwrTt-3% ---- 6/19:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:調漲價台積981+4%台23209+2%;美股休市;21.Nvda.21增權值,市值第一;Arm.24入納指;Avgo.15. 1拆10;聯想+9%(6/18.Btc$64.4k回Tnx4.217);港股狗熊翻:國企+3.5%港2.9%滬-0.4 %深 -1.1%;韓1.2%日0.2%台店-0.1%; Ebm:Ssdi+5%Lges+4%Pfm+3%容百贛鋒鋰-3%;中:騰訊阿里+3% ---- 6/18:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:台積調漲價; Nvda+3.5%增權值,市值第 一,24入納指Arm +9%; Avgo15.1拆10;費半1.4%Tsm台積+1.4%台+1.2% 22757創高; Mu+4%Skh+5%Fit+17% Dell+5%Smci +4%; Btc$64.4k回Tnx4.217 Uso1.1%Eem0.9%Gld0.4%標0.3%道羅0.2%納0%;中:滬0.5%深0.4%港國企-0.1%Hxc-0.3%;台店0.3%日-1.8%韓- 0.5%台0; Ebm:Ski-5%Ebm-4%Wolf-4%;中:紫光+7%聯想+4% 東方外海+4% Semi:QcomAmat+2%; 能源:CegVst+4% Sedg-3% ----- 6/17:JL世股摘期降息,半年報作帳衝巨星晶片股; SPDR再平衡?WWDC:蘋 果+2%,Arm24入納指;納指標指創高; Avgo+5% 7/15.1拆10;股東會吹夢情:台積調漲:費半1.6% Tsm+3%MuSmciDell +5%Fit+4%Pltr+6%;財報: Btc$66.3kTnx4.279 Uso2.3%納1%標羅0.8% Eem0.6%道0.5%; 中:滬-0.6%Hxc-0.1 % 港國企0%深0.3%;台店0.3%日-1.8%韓- 0.5%; Ebm:Tsla+5%天賜+8% 當升+3%Alb-3%Ski Pfm-3%Lges-4%;Glw+5% Semi:LrcxKlacQcom+3% AsmlAmatGfs+2% 能源:VstSedg-4% Enph-3%;Bby+5% ----- 6/14:JL世股摘期降息,半年報作帳衝巨星晶片股;歐股債雙殺,迷因Gme-1% Btc$66.1kTnx4.213;Arm24入納指;股東會吹夢情:台積922台股22504+ 0.9%創高;費半-0.1% Nvda131.88+2%Fit+7%Fii+5%Ai-5%Soun-4%; 財報:Adbe+15%;7/15.1拆10,Avgo+3%;羅-1.6%道-0.2%標0Eem納0.1%Uso0.5%Gld1.3%;中:Hxc-1.5%港-0.9%國企-0.7%滬0.1%深0.5%; 台店0.8%日0.2%韓0.1%; Ebm:WolfPfm-5%AlbStmOnIfnnyEbmLges-4%Tsla-2%容百+5%Ski+6% Semi:AsmlSynaSwks-2% 能源:Sedg-7%Enph -4%Ceg-3%;Ccl-7%德航-5%;6/18購物節 ----- 6/13:JL世股摘期降息,半年報作帳衝巨星晶片股;台央爸升準降二套房成數至六成;美Ppi意外降利降息續吹泡,納標費半台指連創新高;迷因Gme+14%比特幣跌Btc$66.8kTnx-1.3%;股東會吹夢情:Smci+12%,聯發科+6.5%1385,台積919台股22312+1.2%創高;蘋果鏈行情,費半+1.5% Nvda129.61+3.5%Skh+3%Fit+10% Fii+6%Ai-4%; 財報:Adbe:盤後+15%;7/15.1拆10,Avgo+12% Swks+4%;羅-0.9% Gld -0.8%Uso-0.3%道Eem- 0.2%標0.2 %納0.3% ;中:國企港1%Hxc 0.3%滬-0.3%深-0.7 %;韓1%台店0.8%日 -0.4 %; Ebm:TslaLges+3%(馬斯克報酬案過,不會離職) Byd+6%Rivn-6%Alb-4% WolfSkietTm-3%;Ai能源:Asmc+12% Gnrc -5% Enph-4%;美鋁-3%Fcx-2% ----- 6/12:JL世股摘期降息,半年報作帳,12央爸會如預期利率不變偏鷹;原CPI降溫,科技股費半領漲納標指齊創高,漲勢縮窄;比特幣彈縮Btc$68.2k迷因大跌Gme-17%;股東會吹夢行情:WWDC,蘋果+3%(昨+6%)市值回首,台積909台股22048+1.2%創高 ;費半+2.9%Arm+8%(傳與聯發科合作推ArmPC,發哥大漲) Tsm4.4%172.98 Nvda125.2+3.6%Mu+4%;財報與7/15.1拆10,盤後Avgo+13%Tnx4.264羅1.6%納1.5% Eem1%標0.9% Uso0.6%Gld0.3%道-0.1%;中:國企-1.4 %港-1.3%Hxc-0.1%滬0.3%深0.1%;台店1.1%韓0.8%日-0.7 %;Tol+4% Semi:Swks+7%MrvlKlacLrcx+4%AsmlAmatQcom+3%;中芯-4% Ebm:TslaStmWolfIfnny+3%Byd-4%; Ai能源:Asmc+7% CcjEnphEtn+3% 觀航:達航+3%Ccl+2% ---- 6/11:JL世股摘期降息,半年報作帳,12央爸會;迷因續飆Gme+23%;比特幣跌Btc$67.3k-3%;WWDC,蘋果+7%領納標指創新高; 東方外海-9%;費半+0.1% Tsm-1%Arm+3%Tnx 4.404納0.9%Gld標0.3% Uso0.1%道Eem-0.3 %羅-0.4%;Hxc-1.9%港-1%國企-0.9%滬-0.8%深0.1% ;日0.3%韓0.2台-0.3 %台店0;Swks+3% Ebm:Skiet+4%Tsla-2% Ai能源:Vst+3%Ccj -5%; Fi:Jpm-3%AigBac-2% ------ 6/10:JL世股摘期降息,營收與半年報作帳,12央爸會;歐股跌,大選變天,奧運在即;比特幣迷因股價峰頂回,Ai能源彈(Gme-12%); WWDC,蘋果-2%;輝達1拆10:Nvda +0.8%;電腦展,股東會吹夢行情:費半1.4% TsmArmAvgo+2%Amd-4%Aaoi-4%Ai+5%Tnx4.469Btc$69.5kUso+3.3%Eem+0.6%納0.4%羅標0.3% 道+0.2%;中港台休市Hxc0.2%;日0.9%韓-0.8% Semi:Lrcx+4%AmatSynaKlacSwks+3% Ai能源:Ceg+8%Vst +4%NrgEtn+3%;Wolf+3% ----- 6/7:JL世股摘期降息,營收與半年報作帳,10.WWDC:輝達1拆10,12央爸會;非農就業債率升價跌金價跌美鋁銅價輝達比特幣迷因股價皆峰頂拉回,Ai能源續弱(Gme-39%,Gld-3.6%FxcAa-4%)Tnx4.43+3.5%Btc$69.4k;股東會吹夢行情: Skh+7%,Fit-10%聯想-7% Fii-6%,Dell-3%Soun-4%費 半-0.3%羅Eem-1.1 % Uso-0.3%道納-0.2%標-0.1%; 中:Hxc-1.7%深-0.9%國企-0.7%港-0.6%滬0.1%;韓+1.2%台店0.8%日-0.1%台-0.2% Semi:Syna-3%Asml -2% Evb:寧德時代-6%Alb 容百天賜-3%Ebm+9% Ai能源:Enph-7%Sedg Ccj-4%;Wb-4% ---- 6/6:JL世股摘期降息,歐央行降息Gme+47%,股東會吹牛行情:創高:台積894+ 4.7%台股21902+1.9%,Fit +18%Fii+10%電腦展,輝達 1拆10,WWDC:費半-0.9% Nvda創高回-1%SmciMu DellSoun-3%;5月營收與半年報作帳,12央爸會Tnx4.281,Btc$70.8k, Uso1.9%Gld0.7% Eem 0.5%道0.2%羅-0.7%納-0.1%標0;中:深-0.6%滬 -0.5%國企0.2%Hxc港0.3%;韓+1%日0.6%台店0 Evb:Ebm+6%Pfm+5%LgesLgcSsdi+4%容百-6% Wolf當升-4% On -3% 中:中芯+6%紫光+3% Ai能源:Vst-6%Nrg -5%EtnAsmc-4%Ceg-3% ----- 6/5:JL世股摘期降息,加拿大降息,游資濫Gme+19%;股東會行情:台積漲價與庫藏股股價創高領半導體衝: Tsm162.92+7%費半4.5% Arm+9%AvgoMu+6%Aaoi+5%Nvda1224.4+5% AmdSmci+4%Ai+3%; WWDC,輝達7.分拆市值第二,12央爸會; 半年報: Tnx4.239,Btc$70.9 k,納2%Eem1.6%羅1.5%Gld 1.3%標1.2%Uso1.1%道0.3%;中:Hxc1.6%深滬 -0.8%國企-0.2%港-0.1% ;韓1%台0.6%台店0.1%日- 0.9%;Mrna+7%Nflx+3% Semi:Asml+8%AmatMrvlLrcxSynaKlacSyna+5%Qcom+4%Intc+3%p Evb:Wolf+8%Ebm+6%Pfm+5%OnNxpiLgesLgcSsdi+4%Stm+3%;Meta+4% E:Asmc+6%Nrg+5%SedgCegVstEtnGnrcEnph+3% ---- 6/4:JL世股摘期降息,比特 幣續強Btc$70.6k;WWDC, N10分拆,12央爸會:軍工 論壇6;暑假旅:Ccl+6%;Ai發電股挫:Vst-4%Etn-3%; 電腦展:台股相關股回落 Aaoi-6%Fit-5%Tsm -2% Amd-2%Nvda+1%1164SounDell+3%費半-1.2%; 半年報:Tnx4.336, Eem-1.4%(印度指-5.7%)羅-1.3% Uso-1%Gld-09%標納0.2%道0.4%;中:深 1.1%國企0.3%港+0.2%滬0.1%Hxc-1%;台韓-0.8%台店-0.5%日-0.2%;Gme-5%; Semi:Syna-4%Mrvl-3%;Fxc銅美鋁-5% ------ 6/3:JL世股摘期降息,台股股東會吹夢行情:Gme飆再回+21%,Ai發電股續挫: Vst-6%CegGnrc-4%;電腦展佈道,WWDC:台股14漲停;ArmNvda+5% SkhMu +3%Amd-2%費半0.6%;暑 假觀:Ccl+6%;財報:Dell- 5%Hpq-3%Amsc8%;N10分拆;Tnx4.402Btc$68.8k Uso-4%道-0.3%羅 -0.5%標0.1%納0.6%Gld0.9% Eem1.1%(印度指+3.3%執政黨勝);中:國企2.2%港 1.8%深0.1%Hxc -0.4%滬-0.3%;台韓+1.7%日1.1%台店+1%;Cvx-3% Evb:Ski+6%Byd+5%RivnWolf+4%NgrCcjEtn-3% Semi:KlacAmatIntc-3%; Soun-5%;波音+4% 中:東方外海+5%騰訊+4%Wb-4%;Mrna+4% ----- 5/31:JL世股摘期降息,台股股東會吹夢行情:財報: Dell-18%Mrvl-10%Hpq -5%Bby+4%Amsc+10% Crm+8%;N10分拆;電腦展 Nvda2Amd3;WWDC:Aaoi-9%SmciFii-5%TsmMuNvda-1%AvgoSKh-3%Ai+ 4%Soun+3%費半-1%; Tnx4.514Btc$67.6kVnq+1.9%道+1.5%Eem-1%標0.8%羅0.7%納0Gld-0.6% Uso-0.9%;演習後港股續挫:Hxc-1.6%國企-1% 港-0.8%滬-0.8%深-0.5%;日1.1%韓台店0台-0.9 %;Mrna-6%;Snow-4% Evb:Vst-6%Nrg-4%Ceg-3%RivnEnph-4%F+3%Gm+4%;Bac+4%Unh+3% 油:XomCopCvx-3% Semi:IntcSwks+2% ------- 5/30:JL世股摘期降息,台股股東會吹夢行情:財報: Crm-20%Dell-5%盤後-18%Ai+19%Hpq+17%Bby+13%Amsc+10%;電腦展Nvda 2Amd3, 10N分拆; WWDC:限縮銷中東:NvdaMu-4%MsftSKhAaoi-3%SounPltr+4%費半 -0.9%;演習後港中股續挫:國企-1.4%港-1.3% (12央爸0會)Snow-5%Panw-4% Tnx4.554Btc$68.4kVnq1.5%羅1%Gld+0.2%Eem -0.3%標-0.6%道- 0.9% 納-1.1%Uso-1.4%;Hxc+1.4%滬-0.6%深-0.3%;韓-1.6 %台-1.4%日-1.3%台店-0.7%;Eric-4% Evb:Nvts+9%EnphRivn+4%Lgc-5%SkietLges-4% 中:中芯+5%Nio+10%東風海運-5%;;Syna+3% ------ 5/29:JL世股摘期降息,台股股東會吹夢行情:債率走高股跌;迷因Gme-11%;財 報:Dell+7%美航-14%Crm盤後-16%;電腦展 Nvda Amd3,10N分拆;WWDC: AmdSoun-4%Nvda1148+0.8%ArmTsmSs-3%費半-1.9%;演習後港中股續挫:國企-1.9%港-1.8% Hxc-0.9%(12央爸會) Tnx4.624Btc$67.6k羅Eem-1.5%Uso-1.4%道-1.1%Vnq-1%Gld-0.9%標-0.7%納-0.6%;深+0.3%滬+0.1%;韓-1.7%台-0.9%日-0.8%台店0.2%;Unh-4% Evb:Ebm-6%SsdiLgcLgesWolfBydBemt-5%CegPfmIfnnyStmOn-4%AlbSkietSkiEnphSedg-3% Semi:AsmlSynaGfsIntc-3%;Mrna-3%;中:Jd阿里Wb-3%;Cop-3% ---- 5/28:JL世股摘期降息,台股股東會吹夢行情:迷因Gme+25%;馬斯克插花:Nvda1139 +7%;佈道會:電腦展Nvda2Amd 3,10N分拆;WWDC: Arm+9%Dell+4%Amd+3%費半1.9%;(12央爸會) Panw-4%Snow-3% Tnx4.542Btc$68.4kUso3%Gld1.1%納0.6%標0Eem羅-0.1%道-0.6%;深-1.2%滬-0.5%國企港0;台店1% 台0.3%日-0.1%韓0 Evb:Vst+4%EnphWolfSedg+3%Ebm-5%F-4%Pfm當升-3%;Fcx美鋁+4% Semi:Syna+3%Asml+4% 旅:Ccl+3%美航達航-3%Mrna-8%; 中:東方外海+5%紫光-5% ---- 5/27:JL世股摘期降息台股股東會吹夢:聯發科一度漲停;財報:聯想+9%;佈道會:電腦展6月Nvda2 Amd3;WWDC;美股 休市(10輝達分拆,12央爸會);中:國企1.3%滬+1.1%深港0.9%;韓1.3%台1.1%台店0.9%日0.7%; Evb:Pfm+8%Enph+7%Ecb+6%SsdiSki+3% 中:中芯東方外海+4% ----- 5/24:JL世股摘期降息:20微軟AI PC會,22Nvda財報:電腦展6月2Nvda3 Amd;WWD;NvdaMu+3%TsmArm+2%AmdDellSmci+4%Aaoi+5%費半1.9%;如預期520後中軍演, 中股續挫國企港-1.4%深-1.2%滬-0.8%Hxc-0.4%;中制裁 波音-7%(佈道會:10輝達分 拆,12央爸會)Gme+4% Tnx4.467Btc$68.8kUso1.2%納1.1 %羅1% 標0.7% Eem0.3%Gld0.1%道0;韓-1.3%日-1.2%台-0.2%台店1.1%;Panw+3% Evb:Enph+7%VstAmsc+6%RivnWolf+5%AlbCeg+4%TslaCcj+3%當升-4% SemiQcom+4%;Ip+6%;Ccl-5%Mcd-3% ---- 5/23.JL世股摘期降息:如 預期520後中軍演,中股重挫Hxc-3.7%國企港-1.7% 深-1.6%滬-1.3% Nio-8% Li-6%阿里-5%;財報:Nvda +9%華星光+10% Dell+4% Amd-3%費半0AI-4%;(微軟AI PC佈道會,電腦展6月2Nvda3Amd;WWDC;央爸12)Tnx4.475Btc$67.9kVnq-2.2%Gld-2%羅-1.6%道-1.5%Uso-0.9% Eem標-0.7%納-0.4 % ;日1.3%台0.3%台店-0.8%韓0;Gme-13%Snow-5% Evb:Sedg-11%Wolf-10%Rivn-7%On-6%NvtsGnrc天齊鋰-5%TslaAmscGnrc華友鈷恩捷德方納米當升天賜容百-4%Skiet-3%; Semi:Gfs-9%Syna-5%Intc -4%;Ip+6%;航旅:波音-7% Ccl -5%Mcd-3% ----- 5/22.JL世股摘期降息:財 報:聯想+12%Nvda盤後+6%費半1% Skh+3%Tsm+2%Smci-3%;微軟佈道會,電腦展6月2Nvda3Amd:宏基仁寶+10%;520後如預期中國圍台演習;疫苗股Mrna+14%Amsc+4%; Gme-5%(佈道會:WWDC; 央爸12);Tnx4.434 Btc$69.5kGld-1.8%Uso-1.7%Vnq-0.9%羅-0.8%道-0.5%標Eem-0.3%納-0.2%;中:Hxc-1.2%港- 0.1%國企滬0深0.1 %;台1.5%台店1%韓0日-0.9% 商品:Fxc-6%Bhp-5%美鋁-4%;Tol-8% Evb:EnphSedg+9%Rivn+6%On+5%Stm當升德方納 米+3%Tsla-3%Ebm +3%Skiet-4%StmOn-3%; ----- 5/21.JL世股摘期降息:狗熊翻Tsla+7%迷因Gme -4%;中概股回落Hxc-2.6% 國企港-2.1%;Soun-7% Aaoi-3%Hpq+3%費半-0.3 %Arm+4%Lrcx+2%;(佈道會:電腦展:6月2Nvda3 Amd,WWDC;央爸會12); Tnx4.437Btc$69.7kUso-0.7%Eem-0.6%Gld羅- 0.2%標+0.3%納道+0.2%;中:深-0.7%滬-0.4%;韓- 0.7%日-0.3%台-0.2%台店 -0.1%;Panw-4%;美鋁+4% Evb:Tsla+7%國軒+5%Ceg+4%VstEbm +3%SkietBydTlc-4%SsdiPfmAlbIfnnyStmOn-3%;Amsc+6%;Lly+3%; 中:中芯Jd-4%LiWb-3% ----- 5/20.JL世股摘期降息:氾 濫游資Btc$71.4k+ 8%, Gme+4%;微軟AI PC發佈會Soun+9%Aaoi+6%; 財報Li-13%Nvda+2% MuLrcxKlac+3%AmatMrvl+4%費半+2.2%;520美德就職政策(佈道會:電腦展:6月2Nvda3Amd,WWDC;央爸會12);Tnx4.437納0.7% Gld0.4%羅+0.3%0.1% Uso-0.3%Eem-0.4%道 -0.5%;中:Hxc-1.7%滬0.5%國企滬深0.4%;日0.7%韓0.6%台0.1%台店-0.1% Evb:Gnrc+4%國軒+3%Skiet-4%Alb-3 %;Mrna+6%;觀旅: Ccl+7%;Jpm-5%; ----- 5/17.JL世股摘期降息:中國救房政策利多:深1.1%滬1%國企港0.9%Hxc0.3%; Btc$67k+2%;迷因落Gme -20%;520就職風險與美德政策股?Msft:AI PC(佈道會:財報:Nvda 22;新品電 腦展:6月2Nvda3Amd, WWDC;央爸會12費半-0.7 %Ccj+6%Aaoi+4%Dell+ 2%Amd+1%Arm-3%Nvda Mu-2%Tnx4.42Gld1.7% Uso0.9%Eem0.4%道0.3%標0.1%羅0納-0.1%;韓-1%日-0.3%台-0.2%台店0.4% Evb:國軒+10%Ccj+6%華 友鈷Rivn+4%當升+3% Skiet-5%Sedg-4%;Lrcx-4%;Fxc+4%;阿里+8% ----- 5/16.JL世股摘期降息:道指標指台指創高拉回:狗熊續翻港中股:紫光+9%國企1.9%港1.6%Hxc1.5 %迷 因Gme -30%;新品電腦展: AI PC:20.Msft:費半-0.6% Tsm-2%SkhMrvl+4%Amd+2%Smci-5%(520前政策股最後盛宴?中美軍演?佈道會:財報:Nvda22 ;6月 2Nvda3Amd,WWDC;央爸會12)AI: Soun-4%Fii+5% Tnx4.377Btc$65.3kUso 0.5%Eem0.2%道- 0.1%標-0.2%納-0.3%Gld-0.4%羅-0.6%;中:深0.2%滬0.1 %;日1.4%台0.7%韓台店0.8% ;Wmt-7%Cat-3% Evb:Ceg天齊鋰Ifnny-3% Ebm+3%;Ggr-6%波音+3%;Mrna+3%;Fxc-3% 中:Wb騰訊+4%阿里-4%東方外海-3%;Tol-3% ----- 5/15.JL世股摘期降息Cpi緩Gme-19%,Btc$66.2k +7%;電腦展:AI PC:Dell +11%Smci+16%費半+2.9 %AvgoAmdNvda+4%Qcom+3%Tsm+2%(520前政策股最後盛宴?中美軍演 ?佈道會:新品20.Msft: AIPC;財報:Nvda22;6月2 Nvda3Amd,WWDC;央爸會12)Tnx4.356Vnq 納1.4 %Gld 1.3%羅1.2%Eem 1.1%標0.9%Uso 0.9%;中:深-0.9%滬-0.8%Hxc-0.5% 國企-0.3 %港-0.5%;台0.8% 台店0.2%韓日0.1% Evb:Rivn-9%Alb-6%Sedg-4%Lgc+3%;Tol+6% Semi:LlacAmatLrcx+4%MrvlSyna+3%;Panw+4%,Crm+4%,Amsc+3%,Lly+3%;中:Nio-8% ---- 5/14.JL世股摘期降息雙巴:股東會吹牛旺季,散户迷因行情再現?Gme+60%;海運指狂噴)(520前政策股最後盛宴?中美軍演?佈道會:新品20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd,WWDC)AI:Aaoi+12%SmciAi+5%Hpq+3%費半+1.7%Tsm+4% Avgo+3%Soun-4%Tnx4.445Btc$61.7k羅1.1%Gld 0.9%納0.8%Eem標0.5%道0.3%Uso-1.2%;中:港滬 -0.1%Hxc -0.2%國企-0.3 %深-0.6%;台0.7%韓0%日-0.1%台店-0.2% Evb:Enph+6%TslaLgcRivnAlbLgc+3%Wolf+5% Semi:Gfs+3%Qcom;Eric+6%;中:Nio +7% ---- 5/13.JL世股摘期降息雙巴:股東會吹牛旺季,散户迷因行情再現?Gme+74%(盤後+21%;海運指數狂噴) 財報:Rivn+9%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品20.Msft :AIPC;財報:Nvda22;6月電腦展2Nvda3Amd,WWDC) AI:Fit+12%Soun+8%Ai+4%費半+0.3%Arm+8% Tnx4.481Btc$63.1k Uso1.1%Eem0.8% 納0.3%羅0.1%標0道-0.2% Gld-1.1%;中:Hxc+3.7%港+0.8%國企0.6%滬-0.2%深-0.6%台0.7%韓0%日- 0.1%店-0.2%; Intc+2% Evb:Ccj-4%德方納米當升天賜容百贛鋒鋰-4%Ebm Skiet華友鈷-3%Tsla+2% On+3%Sedg+6%;Gfs+3%;中:Nio+7%阿里+4%東方海運+5%;美航+4% Mrna+7%;美鋁+7% ---- 5/10.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Nvts-13%U-10% ;港股續彈:國企2.4%港2.3%滬0深Hxc-0.6% (佈道會:5/13.OpenAI,財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品20.Msft: AIPC;財報: Nvda22;6月電腦展2Nvda 3Amd,WWDC)AI:Soun+7%Fit-11%Aaoi-3%費半+1 %ArmTsm+5%MuSkh+3%Avgo+2%Nvda+1% Tnx4.504Btc$60.7k Gld0.8%+0.3%Eem 標0.2%納0羅-0.6% Uso-1.6%;台0.7%韓0.6%台店0.1%日0.4%; Evb:Sedg當升-6%Nio -5%WolfTm德方納米-4% AlbCcj天賜-3%Tsla -2%Ggr-5%;Syna-4%;Mrna-4%;Mcd+3% ----- 5/9.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Rblx-22%Sedg-8%Arm-2%;中彈:深Hxc國企1.6%港1.2%滬0.8%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品:20.Msft:AIPC;財報: Nvda22;6月電腦展2Nvda3Amd,WWDC) AI:AaoiSmci-3%Nvda-2%費半-0.6%聯想+9% Tnx4.449Btc$63k Vnq2.1%Gld1.6%道羅0.9%標Uso0.5%Eem納 0.3%;台店-1.3%韓-1.2% 台-0.7%日-0.3%; Ms+3% Evb:當升+12%恩捷容百+7%華友鈷德方納米天賜+5%Ceg贛鋒鋰天齊鋰恩捷+4%CcjWolf寧德時代+3%;東方外海+6% ------ 5/8.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報:Shop-19%Uber-6%, 盤後Arm-10%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中軍演? 新品:20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd, WWDC) AI:Aaoi-7%FiiFit-4%Dell+3%費半0.1% Tsm+2% Tnx4.492Btc$61.4k 羅-0.5%Gld-0.3%納-0.2%標Eem0道0.4%Uso0.8%; 中:深-1.4%國企-1.1 %港-0.9%Hxc-0.7 %滬-0.6%;日-1.6% 台店0%台0.2%韓0.4%;Fxc-3% Evb:當升Nio-5%Li- 4%恩捷天賜容百天齊鋰-3% ----- 5/7.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Pltr-15%Dis-10%Gfs+7%(佈道會:財報.5/14鴻海; 新品:20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd, WWDC) AI:Soun-5%費半-0.7 %Skh+4%三星電+5% Tnx4.437Btc$63.6k 羅0.2%標道0.1%納 -0.1% Uso-0.2%Gld-0.5%Eem -0.6%;中:Hxc-2.1%國企 -0.7%港-0.5%深 -0.1%滬0.2%;韓2.2%日1.6%台0.6 %台店-0.1%;Ifnny+12% Evb:Tsla-4%Wolf-7%;Ggr-8%;美航Ccl-3%Ip+5% ------ 5/6.JL世股摘期降息雙巴盤:股東會吹牛旺季(佈道 會:新品5/7.Aapl,20.Msft: AIPC ;財報:5/14鴻海, Nvda22 ;6月電腦展2Nvda3Amd,WWDC) AI:Soun+16%Pltr+8%Aaoi+8%Smci+6%AiDell+3%費半2.2%ArmMu +5%Nvda+4%AmdKlacAvgo+3%Tnx4.489Btc$63.3k納羅1.2% Gld+1.1% 標1%Uso0.7%道0.5% Eem0.1%;中:深2%滬1.2 %港+0.6%國企+0.4%Hxc -0.1%;台1%台店+0.3% Evb:天賜+6%Ccj德方納米+5%恩捷Li+4%贛鋒鋰Nvts +3%;Ggr+28%; 美航+6%達航+3% Lly+3%Meta+3% ----- 5/3.JL世股摘期降息雙巴盤:股東會吹牛旺季 Btc$64k+5%中概續 衝:Hxc國企1.7%港+1.5% 財報:Aapl+6%納+2%,費 半2.4%ArmAsmlTsm +4%NvdaAmd3%;(佈道 會;新品7Aapl20Msft: AIPC;財.5/14鴻海Nvda22財;6月電腦展:2Nvda3Amd,WWDC) AI:Aaoi+7%Ai+4%SmciPltr+3%;Tnx4.571,標1.3%道1.2%羅1%Eem+0.9% Gld-0.1%Uso-1.1%;台0.5%台店-0.1%;Fxc+3% Evb:EnphWolf+8%Nvts+7%天齊鋰+5%Gnrc+4% Semi:AmatSwks AvgoLrcxMrvl+3% 中:Jd+5%阿里Wb+4% ----- 5/2.JL世股摘期降息雙巴盤:中概續噴:Hxc6%國企 +2.6%港+2.5%Li+10%Wb +8%百度+7%Nio+6%財 報:高通+10%(盤後蘋果 +6%)費半2.2%ArmNvda 3%Mrvl4%;(佈道會:5/14鴻海;新品7Aapl ,20 Msft: AIPC;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Aaoi+5%Dell+4%Smci+3%;Tnx4.571,Btc$58.9kEem+2.6%羅1.8%納+1.5 %標道0.9%Uso0Gld-0.3 %;台店+0.7%台-0.9 %韓 -0.3%日-0.1%;Mrna +10% Amzn+3%Aapl+2% Evb:Rivn+7%Alb天齊鋰 +5%比亞迪+4%Ccj +3% Wolf -10%;波音+4% Semi:Gfs+3%MuKlacAsmlAmat+2%;美鋁+5% Fxc-2%;Aig+3% ----- 5/1.JL世股摘期降息雙巴盤:Fed不降息,財報:星巴克-17%Swks-15% Smci-14%Amd-9% (高通盤後+10%) 費半-3.5%Arm-6%Avgo Nvda-4%;Btc$58.3k-4%Uso-3.1%;(佈道會:5/14鴻 海;新品7Aapl,20 Msft: AIPC;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun+4%Dell-5%Tsm- 2%;Tnx4.598,Gld+0.9% 羅0.3%道0.2%Eem 0.1%納標-0.3%Hxc0.6%日- 0.3%;Nio+12%;Pfe+6% Semi:Gfs-4%KlacLrcxMrvlMu-3%;AmznMeta+2% Evb:Gnrc-6%WolfNxpiEnph-3%RivnCcj+3% --- 4/30.JL世股摘期降息雙 巴盤大結帳:財報會盤後:Smci-10%Amd-7%/Amzn-3%;比特幣Btc$60.2k-6%;Tsla-6%;Hxc-3.2%費半-1.9%(佈道會:5/1.Fed,14鴻海, ;新品7Aapl 20Msft:AIPC ;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun-8%AaoiPltr-4%;台積中科廠延: AsmlLrcx-4%KlacAmat -3%Nvda-1.5%Tnx4.686 羅-2.1%納Gld-2% 標-1.6%道-1.5%Uso-1.4% 中:深-0.9%滬-0.3%港+0.1%國企-0.1%;日+1.2%韓+0.2%台-0.5%台店-0.1%;Lly+6%Msft-3% Evb:Ccj-8%SkieRivnF當升-5%AlbEnph Stm贛鋒鋰-4% GmWolf-3% 觀旅:美航波音-3% Semi:Mrvl-4%AvgoIntc-3%;Glw+5%;東方外海+5% 原物料:美鋁-7%Fxc-5% Cop-4%Cvx-3%;Cat-4% ------ 4/29.JL世股摘期降息雙 巴盤:狗翻:日圓,Tsla上訪京+15%(佈道會:財報:30 SmciAmznAmd;5/1.Fed ;新品7Aapl20Msft:AIPC ;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun+5%Smci+4%Aaoi-6%;台積2nm 廠延半年;費半0.6% Nvda-1% Tnx4.614Btc$63kEem+1%羅0.7%納道0.4%標0.3% Gld-0.2%Uso-1.1%;中:深2.2%滬+0.8%港+0.5% Hxc0.3%國企0.2%;台1.9%台店1.4%韓1.2%; Evb:德方納米+15%Alb恩 捷容百+8%贛鋒鋰+7%寧 德時代WolfLgcSki +6% On天齊鋰+4%; Swks+3% Aapl+2%Goog-3%Meta-2%;波音+4% 中:Li+8%百度+6%紫光+4%;IpFxc+4% ---- 4/26.JL世股摘期降息雙 巴盤:財報:Goog+10% Amzn+3%Intc-9%;(佈道 會:財報:Smci30;5/1.Fed ;新品7Aapl,20Msft:AIPC ;Nvda 22財;6月電腦展, WWDC)AI:Fit+11% Fii+10%Smci+9%Soun+6%Pltr+4%;費半+2.6% Nvda+6%Klac+5%ArmAvgoSkh+4%MrvlAmatMu+3%Tnx4.669Btc$63k納2%Eem1.2%羅1.1%標1%道0.4%Gld0.3%Uso-0.1%;中:Hxc2.5%國企2.4%深2.2%港2.1%滬+1.2%;台1.3%台店韓1.1%日+0.8%; 中:裕元+16%Nio +9%Li +7%Jd+6%紫光Wb+4% Evb:Nvts+8%RivnWolf+6%德方納米比亞迪Enph+4% ----- 4/25.JL世股摘期降息雙 巴盤:財報:Meta-11 %Ibm -8%Cat-7%Tsla+5%;盤後: Goog+15%Msft +5%Intc -8%;技術論壇TsmAvgo Klac+3%費半+2%Mrvl Nvda+4%(佈道會:財報: Smci30;5/1.Fed;新品: 7Aapl,20Msft:AIPC, Nvda22財;6月電腦展, WWDC)AI:Fii+8%SmciDellSoun+4%;債率再升Tnx4.706Btc$64.3k道-1%羅-0.7%納-0.6%標 -0.5%Eem0.2%Gld 0.6% Uso1%;中:Hxc0.8% 港+0.5%國企滬+ 0.3%深0.1%;日-2.2 %韓-1.8%台- 1.4%台店-0.9%; Evb:Ifnny恩捷+4%Pfm -6%Ebm-5%Skiet 當升-4%;觀:達航+4% Skh-5%三星電-3%; ----- 4/24.JL世股摘期降息雙 巴盤:財報Tsla+12%Txn+ 7%Skh+5%天齊鋰-19% Meta盤後-18%(佈道會:財 報:MsftGoog25,Smci30,5/1.Fed;新品:7Aapl,20Msft:AIPC,Nvda22財 ;6/4電腦展,WWDC) AI:Fii+8%SounAaoi-4%; 費半+1.1%Arm+4% Nvda-3%Tnx4.652 Btc$64.4kUso羅-0.4% 道-0.1%Gld-0.2%標0 納0.1%Eem0.4%;中:國企+2.5%港+2.2%滬+0.8%深0.7%Hxc+0.5%;台2.7%日台店2.4%韓2%;Nflx-4% Evb:Nvts+9%PfmWolf+8%On+6%EbmStm+5%IfnnyNxpiSsdiLges+4%華友鈷贛鋒鋰-7%Enph容百-5%當升Amsc-4% 中:Jd阿里騰訊+4%聯想+5%;達航波音-3% Syna+3%三星電+4% ----- 4/23.JL世股摘期降息雙 巴盤:財報盤後Tsla+11%(佈道會:台積技術論壇24;財報:24Meta,25Msft Goog.30Smci;5/1Fed ; Msft20:AIPC,Nvda22; 財;6/4電腦展,WWDC) AI:Soun+10%Smci+6%DellAi+4%;費半+2.2%Nvda Skh+4%AsmlArmMuTsm+3%Tnx4.598Btc$66.6 k 羅1.8%納1.6%Uso1.5% 標+1.2%道0.7%Eem0.8% Gld-0.3%;中:國企+2.1% Hxc+2%港+1.9%滬-0.7%深-0.6%;台店1.1%台1%日+0.3%韓-0.2%;Amsc+5%, Semi:Syna+5%AmdAvgoKlacAmat+2%;Panw+4% Evb:華友鈷-7%Wolf -6% EbmSsdi-3% Tsla2% SedgNvtsGm+4%NxpiCcj+3%;Nflx+4%Meta+3% 中:Jd+6%騰訊+4%;觀:Ccl+3%;Tol+5% --- 4/22.JL世股摘期降息雙 巴盤:反彈:Btc$66.8 k+3% 費半+1.7%Arm+7% Nvda +4%MuTsm+2%,Gld-2.5%金回跌(佈道會:台積技術論壇24;財報:23Tsla,24 Meta,25MsftGoog.5/1; Fed;Msft20:AIPC,Nvda 22;財;6/4電腦展,WWDC )AI:Soun+6%Ai+4%Fii-5% Aaoi-8%Tnx4.623Eem 納1.1%羅+1%標+0.9%道+0.7%Uso-0.1%;中:Hxc +2.3%港+1.8%國企+1.5%深-0.4%滬- 0.7%;韓1.5%日1%台-0.6%台店-2.4%; Evb:Pfm+9%Wolf+8%Ski+7%F+6%EbmSSDISkiet+5%Enph+4%Li當升-6%天賜-4%Tsla-3%;Vz-5% 中:騰訊Nio+5%東方外海+3%;觀旅:美航德航+3% Fi:Gs+3%Bac+2% ---- 4/19.JL世股摘期降息雙 巴盤:Smci-23%Nvda-10% 領崩費半指-4%Arm -17% AmdMuSkhMrvl-5 % AvgoMu-4%AsmlTsm-3%(22募944, 946;佈道會:台積技術論壇24;財報:23 Tsla,24Met,25MsftGoog 5/1.Fed;Msft20:AIPC, Nvda22;財;6/4電腦展, WWDC)AI:Soun-7%Fii-4 %Aaoi+4%Tnx4.627 Btc$64.5k納-2.1%標-0.9%Eem-0.4%Uso+0.1%羅+0.2% Gld0.3%道+0.6%;中:Hxc國企港深-1%滬-0.3%;台-3.8%台店-3.3%日-2.7%韓-1.6%; Evb:Li-10%WolfNvts-6%Nio天賜-5%On恩捷德方納米-4%;Nflx-9%Meta -4%Amzn-3%;Wfc Bac Jpm+3%;東方外海+4% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤黑天鵝多隻出恐慌指崩回,風險資產金融房產科技全回:中回應美貿戰:手機延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤恐慌指衝,風險資產全回:中回應美貿戰:手機漫延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/11.JL世股摘期降息雙巴盤:作帳:AI巨星領漲NvdaMu+4%黃金創高;大狗熊翻:蘋果+4%Nke+3%(佈道會:台積財報18,技術論壇24;22募集944,946;財報:Ms-5%Meta24;5月:1Fed;Msft:20:AI PC, Nvda22財;6月:電腦展4,WWDC10)AI:費+2.4% ArmAvgo+5%Soun+6%Smci+3%Fit-12% Tnx4.576Btc$70kGld+1.9%納+1.7%羅標+0.7% Eem+0.6%道0 Uso-0.7%%;韓日- 0.5%台-0.1%台店-0.5%中:國企-0.2%港-0.3%%Hxc+0.1%滬+0.2%深0;美航+3% Evb:Rivn-7%Ski-6% Ccj+3%;Asmc+3% Semi:Gfs+4%SkhQcom+3%;Snow+4% ---- 4/10.JL世股摘期降息雙巴盤:CPI超預期降降息預期(佈道;台積財報18,技術 論壇24,22募集944,946; 財報:Meta24;5月:1Fed; Msft:20:AI PC,Nvda22財 ;6月:電腦展4,WWDC 10) AI:費-1.7%Nvda+2% Amd-2%Fit+3%Soun-7%Ai-5%Fii-4%Aaoi-3% Tnx4.56Btc$70.6kVnq-4.1%羅-2.5% Eem-1.4%道-1.1%標Gld-1%納-0.8% Uso+1.1%;韓日- 0.5%台-0.2%台店+0.4%中:國企+2.1 %港1.9%Hxc滬- 0.7%深-1.6%; Evb:Nvts-8%Wolf-5% NxpiF容百-4%Tsla Rivn StmTxn贛鋒鋰恩捷華友鈷-3%;觀旅:美航Ccl-4%; Semi:SynaGfs-5%Swks-4%IntcMrvlQcom-3%;Tol-5%XhbHd-3%;Fi:BacMs-3%Gs-2%;中股:阿里Jd+5%東方外海+3% ----- 4/9.JL世股摘期降息雙巴 盤:大狗熊翻:當升+ 18%容 百+16%天賜+10%Sedg Wolf+8%(佈道會:月營收;台積美助款66億美元+4.6%819 Tsm+2%,台股+1.9 %20796,財18,技術論壇24,Meta財24; 22募集944,946;5月:1Fed; Msft:20:AI PC,Nvda22財,6月:電腦展4,WWDC10) AI:費0.9%NvdaArm-2% Fit+8%DellSmciSoun-3% Tnx4.366Btc$69.3kVnq+1.3%Eem0.7%Gld+0.6%羅納+ 0.3%標+0.1%道0 Uso-1.3%;日1.1%台店-0.4%韓-0.5%中:Hxc+1.7%深港0.6國企0.5%滬0.1%;Mrna+6% Evb:Nio德方納米+7%Enph+6%贛鋒鋰天齊鋰恩捷+6%Ifnny華友鈷Ggr+4%OnStm+3% Semi:SynaGfsSwks+3%;美鋼銅Fcx+3% ---- 4/8.JL世股摘期降息雙巴盤(佈道會:3月營收;台積美助款66億美元Tsm+1%,財18,技術論壇24, Meta財24 ;22募集944,946; 5月:1美聯儲;Msft:20 AI PC , Nvda22財,6月:電腦展.4,WWDC.10)AI:費+0.2% Arm+4%Soun-3% Dell-4%,Tnx4.424Btc$71.6kVnq+1.1%Eem0.7%Gld+0.6% 羅0.5%納標道0 Uso-0.3%;日0.9%台台店+0.4%韓 0.1%;中:深-1.6%滬-0.7%國企+0.1% Hxc+0.6%港0;Ccl+4% Evb:TslaPfm當升+ 5%天齊+9% Alb+4%Rivn+3%德方納米-5%恩捷天賜-4% ----- 4/5.JL世股摘期降息雙巴盤(佈道會:岸田4/6訪熊本,3月營收;財報:台積18:Tsm1%Nvda5/22;基金半年報結算:拉科技巨頭 MetaAmzn+3%Msft+2%;22.募集944,946; 5/1美聯儲:費+1.3%;電腦展 Dell+4%WWDC)AI:Amd3%Nvda2%Aaoi-4%Soun4%Tnx4.378Btc$68kGld+1.7%納1.2%標+1.1%道0.8%0.5%Eem Uso0.2%;日-2%韓 -1%;中:深-0.4%滬國企Hxc-0.2%港0 Semi:AsmlMrvl+3%ArmAmat+2%IntcSkh-3%; GoogCrm-3% Evb:Enph-7%天齊鋰Ssdi-5%Tsla-4% SkietEbmPfm-3% ----- 4/4.JL世股摘期降息雙巴盤(佈道會:岸田訪熊本,3月營收;財報:台積18:Tsm-2 %設備廠,5/1聯儲吹 冷股大跌:費-3%納道-1.4%標-1.2%羅- 1.1%;電腦展WWDC)AI:Amd-8%Avgo-3%Smci-6%Aaoi-5%Soun4%Skh+5%Tnx4.309Btc$67.7kEem-0.4%Uso1.3%;韓1.3%日0.8%;Hxc-0.1% Semi:Klac-4%MuArmAsmlLrcx-3%;GoogCrm-3% Evb:Ssdi+3%Alb-6%Rivn-4%CcjGmF-3% ----- 3/29.JL世股摘期降息復活節(佈道會:Q1季報:,財報會18台積;WWDC,電腦展);940狂掃近600億,台股新息ETF拉台告段落;台+0.7%台店+0.6%日0.5%韓0;中:滬+1%深+0.6%;Evb:當升恩捷+3% ------- 3/28.JL世股摘期降息(佈道會:Q1季報:臻鼎+8%鴻海Fii+5%Fit+3%,4月財報會;WWDC,電腦展)AI:費 +0.1%Mrvl-2%Pltr- 6% Tnx4.206Btc$70.8kUso+1.6%Gld+1.3%Vnq+0.7%0.5%Eem+0.4%道標+0.1納-0.1%;台店+1%日-1.5% 韓台-0.3%;中:國企+1.4%深+1.3%港0.9%滬+0.6% Hxc+0.3%;Ccl-5% Evb:EbmPfmOn-3%Tsla-2%Nvts+4%當升+7% Ggr+8%;Mrna-4% 中:紫光Jd+6% WbNio-4% ---- 3/27.JL世股摘期降息,能源車供應鏈雙巴豬頭盤德方納米-7%比亞迪恩捷-6% SedgEnph+10%Alb+8%Nvts+7%(佈道會:工具機展:上銀東台+10%;OFC聯發 科+3%;Q1季報,4月財報會;WWDC,電腦展)AI: Mrvl+6%海力士+3%Amd +1%Nvda-2%Tsm-1.6%費+1%;Fii-6% AaoiDell-3% Tnx4.19Btc$69.5kVnq+2.6%羅2.1%道1.2%標0.9% Gld0.7%納0.5% Uso0.3% Eem0.2 %;台店+1%日0.9 %台+0.4%20200韓+0.1%; 中:深-2.4%國企 Hxc-1.7%港 -1.4%滬-1.3%;美航+3% Evb:Wolf+6%F+5%RivnOn+4%TxnNxpiGnrc+3%億緯鋰-5%天齊鋰贛鋒鋰容百-4%;Ggr-7% Semi:SwksIntc+4%Syna+3%;中:紫光-4%中芯-3% ---- 3/26.JL世股摘期降息,大狗熊翻中能源車鏈:當升天賜+10%恩捷+6%德方納米+5%(佈道會:OFC:Fit月漲100%;Q1季報,4月財報會) AI:海力士+4%Mu +1.4% Arm-7%Nvda-3%Tsm-1% 費-0.8%Tnx4.234 Btc$70.1kUso-0.6% 納-0.4%標-0.3%羅-0.2% Eem道-0.1%;韓+ 0.7%日0台-0.3 %台店-1.5%;中:國企+1.2%港+0.9%深+0.3% Hxc-0.1%滬+0.2%;Ip-6% Evb:寧德時代億緯鋰能容 百+4%Tsla+3%F-4 %Ssdi Lgc-3%;騰訊聯想+4 % ----- 3/25.JL世股摘期降息,比特幣衝(佈道會:TMTS工具機展:東台上銀漲停;OFC- Fit月漲100%;3月底季報, 4月財報會)AI:Mu+ 6% Arm+3%Nvda+0.8%Tsm -0.2%費-0.3%Smci +7% Soun-5%Tnx4.253 Btc$70.3kUso+1.4%羅0.1%Eem 0.1%道-0.4%標 納-0.3 %;日-1.2%韓-0.4% 台-0.2%台店0.4%;中:深-1.5%Hxc-0.3 %滬- 0.7%港-0.2%國企-0.1%聯想-9%東方外海-4%百度 Wb+3%;Dis+3% Evb:Ebm+5%Nvts+4%Ssdi+3%德方納米-6%恩捷-4%Ccj Enph當升贛鋒鋰-3 % ---- 3/18~23CERAW標普全球能源會 3/22.JL世股摘期降息(佈道會:3月底季報,4月財報會 ;財報會:Nke-7%) Tnx4.218Btc$63.1k羅-1.3%Eem-0.7%道-0.8%Uso-0.2%標-0.1%納費 +0.2%;台日0.2%韓 -0.2%台店-0.4%;中:國企-2.5 %港-2.2% Hxc -1.8%深-1.2%滬1%;Goog+2% Evb:德方納米-6%華友鈷 天賜容百天齊鋰-5%贛鋒鋰當升Nvts-4%RivnAlb SedgGnrc-3%Ssdi+4% AI:Semi:Nvda+3% Tsm+0.8%;Soun-8% 中:中芯-6%JdWb -5%Li-3%東方外海-17% ---- 3/21.JL世股摘期降息(佈道會:21AI PC:Amd,Msft,蘋果會-4%;20央爸會+1D 半導體續衝:費2.3%,Mu+ 14%Skh+9%Avgo+6%TsmArm+2%Nvda+1%;Smci+8%Aaoi3%Soun-16%Snow-3%)Tnx4.271Btc$65.5k;羅+1.1%道+0.7%標+0.3%納+0.2%Eem +0.1%Uso-0.6%;韓2.4%台2.1%日2%台店0.7%%;中:港+1.9%國企1.8%深0.2%滬-0.1%Hxc-1.6% Fi:Gs+4%BacMs+2%Semi:Lrcx+4%Amat三星電+3%AsmlKlac Arm+2%;Dell+3%Evb:Ebm+4%Wolf+3%Nvts-5%Ggr+8%;XhbTol+2% 中:Li-7%Wb-4% ----- 3/20.JL世股摘期降息(佈道會:21AI PC:超微微軟,蘋果新品;20央爸會後噴股比特幣,美光財報盤後+18%Arm5%Avgo4%Amd-1%TsmNvda+1%費1.6% Aaoi6%Soun-5%) Tnx4.273Btc$68k;羅+1.9%納+1.2%道+1%標+0.9%Eem+1.1%Uso-1.5%;韓1.3%日0.7%台店-0.2%台 -0.4%;中:Hxc+1.9% 滬0.5%國企0.4%深0.2%港0.1% 觀旅:美航Ccl+5%達航波音+4%;美鋁+6%Fcx+4% Semi:GfsAsmlLrcx KlacQcomMuAmat+2%三星電+6%;Ms+3% Evb:Wolf+10%SedgF+5%GnrcEnph+4%AlbTslaNxpiGm+3%;Meta+2% ---- 3/19.JL世股摘期降息比 特幣跌(佈道會:央爸20,AI PC2,蘋果會,GTC18 Amd-5%Arm-4% Mrvl -3%Tsm -1.3% Nvda1%費-0.9% Smci-9 %Ai Skh-3%Aaoi5%) Tnx4.308Btc$62.6k;道0.8%標Uso 0.6%羅0.5%納0.4 %Eem-0.5%;日0.7 %台店0.6%台-0.1 %韓-1.1%;中:國企港-1.2% 滬- 0.7%Hxc深 -0.6% Evb:Ggr+7%Alb容百恩捷-3%;美鋁-4% Ip+11%;中:Nio東方外海-6% ---- 3/18~23CERAW標普全球能源會 3/18.JL世股摘期降息比,狗熊翻Tsla +6%(佈道會:央爸20;GTC18:Arm+2%Nvda0.7% Tsm0.2%費0 Smci-6%Soun-8% Fii+8%;21AI PC: Msft0.2%) Tnx4.34Btc$67.4k;Uso2.2%納0.8%標0.6%Eem道 +0.2%羅-0.7%;日2.7%台店1.3%台1%韓0.7%;中:深+1.5%滬1%國企0.5%港0.1%Hxc -0.6% Evb:Catl+6%TslaSki+5%SsdiEbmSkiet Ctmt+4% RivnEnph+3%Amsc-5%Wolf-4%Ccj+2%;Goog4%Meta+2%;Eric-7%;Ggr+6%;中:Li-12%Wb-5% ---- 3/15.JL世股摘期降息比 特幣跌(佈道會:GTC18: Amd+2%AvgoTsm-2% Arm-3%Nvda0費- 0.5% Smci-5%Pltr-4%Soun+6 %;21AI PC:Msft -2%) Tnx4.304Btc$68.5k;納-1%標-0.7%Eem-0.6%道-0.4% Uso0 羅+0.4%;韓- 1.9%台-1.2%台店- 0.6%日-0.3%;中:國企 -1.5 %港-1.4%Hxc-0.4% 深+0.5 %滬+0.6% Evb:SsdiIfnnySedg-5%StmEbmLge-4%SkietNxpiOn-3%RivnGmCcj+3% Semi:Arm-3%Asml-2%;Crm-3%;Amzn-2%;Fcx+3% 中:Wb+4%Li+3%東方外海-3%Asmc+4%Ggr+11% ----- 3/14.JL世股摘期降息(佈 道會:GTC18:Amd -4% Nvda-3%TsmMrvl -2% 費-1.8%Aaoi-8%Fii -6% Smci-5%Ai-4%SounDell-3%;21AI PC: Msft+3%) Tnx4.298Btc$71.2k;Uso1.6%羅-2%%Eem-0.5%道-0.4 %標納-0.3%;台店- 0.5%台0.1%日0.3%韓0.9%;中:Hxc- 2.8港-0.7% 深-0.5%國企-0.4%滬-0.2%Goog+3% Evb:RivnNvts-9%Enph-7%Wolf-6%TslaIfnny-4%PfmSsdiOn天賜德方納米恩捷-3%;中:Nio-6% Li-4% Semi:MuSyna-3%GfsSwks-2%;Asmc-7%X-6%Tol-4%裕元+33%Mrna-3% ----- 3/13.JL世股摘期降息,比特幣續創高(佈道會:GTC 18:Mrvl-6%Amd-4%Avgo-3%Tsm-1.6%Nvda-1% 費-2.5%Soun+25% Dell-3% AaoiFii-2); Tnx4.192Btc$73.1k;Uso2.4%羅+0.3%道0.1%標-0.2%Eem-0.3%納 -0.5%;台店-1.1%日-0.3%台0.1%韓0.4%;中:Hxc+1%滬-0.4%深國企-0.3港-0.1%Nio-4%Li 紫光-3%聯想+3%;美鋼-13%Fcx銅+8% Evb:SedgCcj-6%TslaRivnWolf-5%NxpiOn-3%Gm+3%F+2%;;Ms+3% Semi:SynaIntc-4%MuLrcx-3%AmatQcomLrcx-2%; 觀旅:Ccl達航+3%Mcd-4% ---- 3/12.JL世股摘期降息(佈道會:GTC18: Nvda+7% Tsm4%Soun+16%Smci+8%Fii-4%費+2.1% );中港股狗熊翻噴:Hxc+4%國企3.5%港3.1% Li+9% Jd+8%天賜+7% Byd+6% Tnx4.155Btc$71.5k;納1.5%標Eem1.1%道0.6%羅0Uso-0.4%Gld-1.1%;台店+1.4%台1%韓0.8%深0.5%日0%滬-0.4% Evb:Ssdi+11%Ebm+7%Pfm+6%LgesSkiet+5%IfnnyRivn-3%Enph-6% ;MetaMsft+3%Amzn+2% 中:Wb+5%騰訊+4% Semi:Mu+3%ArmAsmlLrcxAmd+2%;美航-5%波音-4% ----- 3/11.JL世股摘期降息比特幣續噴,中股能源車鏈 狗熊翻噴:深+2.3% Hxc+2.1%國企1.6%港1.4%滬0.7%德方納米+16%寧德時代+14%億緯鋰能+13%中偉新材容百+12%恩捷天賜+10%天齊鋰+9%贛鋒鋰+7%華友鈷+6%(佈道:GTC18:Tsm-5%AmdMrvlArm-4%Nvda-2%;Smci-5%AaoiAiPltr-3% Fii+4%費-1.3%上週MS-TMT)Tnx4.104Btc$72.3k;羅-0.8 %納-0.4%標-0.1%道0.1%Eem0.2% Uso0.4%;日-2.2%韓-0.8%台-0.3%台店0.5%Evb:Nvts+6%Alb+5%On+3%TmSsdi-3%;Meta-4%Amzn -2%Goog+2%中:Jd+6%Nio+5%騰訊+3%;Mrna+9%Lly-4% Semi:AsmlLrcxMu海力 士-3%AmatKlac-2 % --- 3/8.JL世股摘期降息老鮑話3/1,6噴半導體,8拉積變 殺盤:(佈道:GTC18: Avgo -7%Nvda-6%Asml-5%TsmAmd-2%費 -4%台+0.5% 皆創高後拉回;Mrvl -11%) Fii+10%Soun+4%Ccj-6%Snow-4%;Tnx4.089Btc$68.3k;納Uso-1.2%標-0.7 %道-0.2%羅Eem- 0.1%;中: 深1.1%港國企0.8% Hxc0.7%滬0.6%;韓+1.2% 日+0.2%台店-2.2% Semi:Arm-7%Lrcx -4% AmatQcomKlac-3%海力士+4%;Dell-4% Evb:Nvts-10%On-5%Wolf-4%Stm-3% Ssdi天齊鋰 +3%;Cost-8%Ggr-6%;東方外海+4% Ccl+5% ----- 3/7.JL世股摘期降息春吶老鮑話3/1,6噴半導體:(佈道:GTC18:Tsm149+5%Nvda926+4%費5165+3.4%台19693+1%皆創高) Soun+12%Pltr+10%Ccj+6%SmciPanw+3%;Tnx4.092Btc$67k; 納1.5%標1%羅+0.8 % Eem+0.6%道0.2% Uso-0.2%中概:深- 1.4% 港-1.3%國企-1% Hxc-0.9%;台店- 0.4%日-1.2%韓+ 0.2%滬-0.4% Semi:QcomMrvl+5%AvgoSynaAsmlMuIntc+4%AvgoArm+3%;Meta+3%GoogMsft+2% Evb:SsdiRivn+13%OnSedg+7%Wolf+5%StmIfnny+4%NxpiLgesSki+3% 德方納米容百恩捷-4% 美鋁+6%Fcx+4%; ----- 3/6.JL世股摘期降息老鮑話春吶3/1,6噴半導體:(佈道:GTC18:Nvda+887+3% Amd210+3%費4997 +2.6%創高;Tsm 141+5%) Pltr+10%AiAmsc+4%Smci+3%Panw-4%;Tnx4.104Btc$66.1k;Uso+2.7%羅0.7%納0.6%標0.5 %道0.2%Eem1.5% 中概:Hxc+2% 國企 +2%港+1.7%;台0.6%台店+0.3%日0深-0.2%韓滬-0.3% Semi:SwksQcomAsml+4%IntcMrvl+3%Amat+2%;Hpq4%Ibm+2%Eric+3% Evb:Alb+9%Wolf+5%Tsla-2%中概:Jd+8%Wb Nio+5%阿里+3%;美鋁+5%Fcx+3%;Ms-4% ----- 3/5.JL世股摘期降息春吶游資追ETF權值小妖噴:(佈道:GTC18):大跌小妖Soun-12%Ai-8%SnowAmsc-6%;能源車鏈:Alb-18% Nvts-7%EbmPfm天齊鋰-5%Tsla-4%;中概:國企港-2.6% Hxc-1.5% ;Btc$63.7kTnx4.137;費-2.1%納-1.7 %標羅道 -1%Eem-0.9%Uso-0.8%;台0.4%滬+0.3%台店+0.1%日0深-0.6%韓-0.9 %;Crm-5%AaplMsft-3%Amzn-2%;Fxc-3% Semi:Intc-5%AvgoSwksGfs-4%AsmlQcomArmSyna-3%Tsm-2% Evb:德方納米Wolf -4%Lges贛鋒鋰容百-3% 中概:Jd-8%阿里中芯騰訊-3%東方外海-3% ----- 3/4.JL世股摘期降息春吶游資追ETF權值小妖噴: Btc$68.2k+7%游資指飆;(佈道:GTC18Nvda852.37 +4%Tsm138.26+3%,Amd205.36+1%,費4981.97 +1.1%創高;補漲Intc+4% Qcom+2%)AI:入指Smci+19%Fii+10%聯想+7%Soun-7%AiSnow-5%Pltr-4%AaoiArm-3%;Tnx4.219:大跌:能源車TslaAlb -7%中概Hxc-4%Uso-1.3% 羅標-0.1%Eem-0.2% 道-0.3%納-0.4%;台+2%韓+1.2%台店+0.6%日0.5%滬0.4%港深0國企-0.2% Ggr-9%;AaplGoog-3%;Ms+4%Bac+2%美航-5%Evb:RivnEnph-4%Wolf天齊鋰-3%Pfm+6% 中概:Li-14%Nio-8% Wb-9%紫光+5% ---- 3/1.JL世股摘期降息春吶游資追ETF權值小妖噴: 老鮑話降息預期:Fii+7%Smci+5% Soun-19%Aaoi-4% Ai-3%(佈道會: Dell+32%創高 GTC:Nvda822.79+4%,Avgo1399.17+8%,Amd202.64 Lrcx981.53Klac717.57+5%, Asml990.94,Amat210.25+4%,費+4.3%創高,Tsm+5%,Mrvl+8% Syna+6%Mu+5%); 中股大狗熊翻紫光+10%聯想+5%Hxc +1%深+1.1%國企+0.9%Tnx4.201Btx$62.3k Uso+2.2%Eem+1.2%羅納+1.1%標+0.8%道0%;日+1.9%台店+0.8%港+0.5%滬+0.4%台-0.2%日-0.1%韓-0.4%;Lly+4%;Ccj+4%Panw-3%;Meta+2%Evb:Wolf+9%Stm+3%EbmAlb+4% NxpiIfnnyOn容百+3%Nvts-8%;Hpq+4% ----- 2/29.JL世股摘期降息春吶游資追ETF權值小妖 噴:Snow-18%Aaoi+13%Smci+6%(佈道:Wmc:Dell盤後+20%Amd+9%Mrvl+6%Arm+5% ;Nvda:新佈道會Gtc);游資指飆比特幣噴?Btx$ 61.6k;中股大狗熊翻紫光+10%贛鋒鋰+7%Nio中芯天齊鋰天賜億緯鋰能+6%深+3.1%滬+1.9%Hxc-0.2%國企港-0.2%Tnx4.252費+2.7%納+0.9%羅+0.7%標+0.5%道+0.1%Eem0Uso-0.4%;台店+1.1%台+0.6%日-0.1%韓-0.4%; AmznGoog+2%Evb:Enph+7%Nvts+6%德方納米+5% EbmAlb寧德時代恩捷+4%當升華友鈷+3%;Bby+6%;Semi:Gfs+4%SwksIntc+3%Nvda+2%;Crm+3% ----
2/28.JL世股摘期降息春吶游資追ETF權值小妖 噴:Aaoi-9%Fii-5%Smci-4% (佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$61.8k+8%; 中股大狗熊翻?深- 2.4%國企-2%Hxc-1.7%滬-1.9%港-1.5%Tnx4.315Eem-1.3%費-1.1%羅-0.8%納- 0.6% Uso-0.3%標-0.2%道-0.1%;日-0.1%韓+1% Evb:Ebm+8%Sedg德方納 米-5%Ifnny-4% Stm-3% 中概:百度-8%Wb Nio-6%中芯-5%騰訊-3% (Tsm佈道會後設備材料股續回Amat -3%Arm-3%) ----- 2/27.JL世股摘期降息春吶游資追ETF權值小妖 噴:Fii+9%Aaoi+5%PltrPnaw+5%Arm-6%Smci-3%(佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$56.9k; 中股續大狗熊翻:中芯紫光+10%深+2.2%Hxc+2.1%國企滬+1.5%港+0.9% Tnx4.315Uso+1.5%羅1.3%納0.4%Eem標+0.2%費-0.2%道-0.3%;日0台台店-0.5韓-0.8 % (Mu+3%Hbm3e新品量產Skh-5%);Ccl+7%Evb:蘋果棄車,韓中供應鏈 將慶祝:Li財報+12% Alb+6%Byd+5%IfnnyStmNxpi+4%Rivn天齊鋰當升德方納米+3%; 中概:Wb+5%; (Tsm熊本佈道會後設備材料股回落) ----- 2/26.JL世股摘期降息春吶權值小妖噴:Pnaw+7%Arm+10%AaoiAsmc+4% Pltr+3%(佈道會:Tsm24:Amat+3%Klac+2%;Wmc;Nvda:Gtc續創高);Btx$ 54.5k+5%Tnx4.299Uso+1.2%費+1.1 %Hxc+0.7%羅+0.6 %納-0.1%道-0.2%Eem標-0.4%;台店+0.6%日+0.4%台0.3%滬-0.9%韓-0.8%國企-0.7% 港-0.5%;谷歌-5% Ggr-7% Evb:Rivn+6%Wolf+5%Tsla+4%寧德時代-3% Semi:Mu+4%Gfs+3% 中概:Li+19%Nio+ 5% 聯想+4%;美鋁-4% Fcx-2%;Ccl-3%;Mrna-3% ---- 2/23.JL世股摘期降息春吶權值小妖噴:Rivn-12% Nvda佈道會嘎空後:Smci-12%AmdPltr-3%;Aaoi22:Aaoi-30%; Tsm24:Klac-2%;WmcMtk+8%)Panw+5%;Btx$50.8kTnx4.26Uso-2.3%費-1.1%羅0.1%納-0.3% Eem 標0道+0.2% Hxc+0.7%;台 0.2%國企韓+0.1%港-0.1%台店-0.2%; Evb:Wolf-6%SedgEnph-4%TslaNvtsOn-3%Pfm德方納+3% Semi:Arm+4%Skh+3%Mrvl-3%;中概:Nio-8%聯想-3% ----- 2/22.JL世股摘期降息春吶權值小妖噴: Nvda佈道會費標日歐股創高:Nvda785.38+16%Amd+11%Mrvl+7%Avgo+6%,Smci+33%Pltr Snow+4%;Aaoi22Aaoi+6%:Tsm24:AmatAsmlKlacLrcx+5%Tsm+3%;WmcMtk+8%);狗熊翻續:國企+2.1%港+1.5%滬+1.3%深+0.8%Btx$51.3k Tnx4.327費+5%納+3% 標2.1%Hxc+1. 5%道1.2%Eem羅+1% Uso0.6%;日2.2 %台0.9%台店0.7%韓0.4% ; Semi:MuSkhy+5%Arm+4%;MetaAmzn+4%Msft+2%;Mrna+14%, Evb:Rivn-26%Sedg-6%Lgc-4%;Ccl美航達航+3% 中概:Li+6%紫光+4%聯想阿里+3%;Aig+3%,Lly+3% ----- 2/21.JL世股摘期降息春吶尾小妖崩:Panw-28% 28%Sedg-12%(Nvda 21盤後+9%Smci-7%Fii-5%NvdaPltr-3%;Aaoi22 Aaoi-4%:Tsm24:;Wmc);狗熊翻續:國企+2.2%港+1.6%滬+1%深+0.8% Btx$51.8kTnx4.325 羅-0.5%納-0.3%費 -0.2% 標道+0.1%Eem+0.2%Hxc+1%Uso1.1%;台+0.6%台店0台-0.4%日 -0.3%韓-0.2%;美鋁+5%;Evb:天齊鋰+4%Alb德方納米+3%比亞迪+2% Rivn-4%中概:中芯+5%聯想+4%匯豐銀-4%東方外海+3%;Tol+4%; GfsIntc-2%;U-4%; -----
2/20.JL世股摘期降息春吶紅包追ETF尾,重磅股小 妖股回:(佈會常為波頂:Nvda21:ArmAmd-5%NvdaPltr-4%Smci-2%; Aaoi22Aaoi-7%:Tsm24:Amat-5%Lrcx-3%Asml-2%;Wmc)Amsc-7%Snow-4%Lly-3%;Btx$52.3kTnx4.252費-1.6%羅Uso-1.4%Hxc -1.3%納 -0.9%標-0.6%道-0.2% Eem0.2%;國企港台+0.6%滬+0.4%台店+0.2%深0日-0.3%韓-0.8%;Aig-3% Evb:AlbWolf-6%TslaRivnEnph-3%Ebm+4%Pfm+3%;U-6%Bhp-4%Cat美鋁-3%;Wmt+3% ----- 2/19.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常 為波頂;Tsm24;Wmc);Btx$52.1kTnx4.295;滬+1.6%韓+1.2%深+0.9%台店0.4%台0.2%日0國企-1.3%港-1%Evb:Ebm-4%Lges-3% 中概:紫光+6%Jd中芯-4% ---- 2/16.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常為波頂:Smci-20%Aaoi -5%Arm-4%;Tsm24:Amat+6%;Wmc);狗熊翻:國企+2.7%港+2.5%天齊鋰+6%Ssdi+5%;Btx$52.1kTnx4.295: Eem+0.6% Uso+0.8%Hxc+0.6%羅-1.4%納- 0.8%Vnq-1%費-0.7%標-0.5%道- 0.4%;韓+1.3%日0.9%台店0.7%台-0.2% Evb:LgcSkiLgesByd+4%Alb+3%EnphGnrc-3%Wolf-4%Nvts-6%;Lly+3%;Mrna-3%;Ccl-3%;Meta-2% Semi:SynaMu-3%QcomTsm-2%;中概:Jd+5%中芯+4%東方外海+3% ------ 2/15.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:羅+2.5%(佈會:Nvda21常為波頂,Tsm24,Wmc) Soud67%Smci14%創高;祥茂 +8% Arm6%,狗熊翻:Tsla+6%Sedg +5%Btx$51.9kTnx4.24:Vnq+2.3%Uso+1.8%Hxc+1%道0.9 %Gld+0.7%Eem 0.5%標0.6%納+0.3 %費-0.2%;台+3%台店+1.6%日+1.2 %國企0.5%港0.4%韓-0.3%;科技重磅:Meta+2% Goog-2% 老巴加能源:Cvx XomFcx+3%美鋁+2%Evb:PfmLgc+5%EbmAlbEnph+4%Rivn+3%Gnrc-4%;Asmc-3%;Mrna+5% Fi:Wfc+7%;BacJpm+2%; ----- 2/14.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,小妖股(佈會:Nvda21, Tsm24,Wmc):Nvda739+2.5%Smci+11%創高;Asmc+14%Aaoi+11%ArmPltr+5%;Btx$52.4k+6%續衝;Tnx4.267:Hxc+3.5%羅+2.4%費2.2%Eem1.4%納1.3%標1%道0.4%Uso -1.5%;國企1.5%港0.8%日-0.7%韓 -1.1% Evb:Sedg+8%NvtsEnph+7%On+4%TslaIfnny+3% Semi:Amd+4%AmatQcomLrcx+3%;Meta+3% 中概:Wb+6%Nio +5%紫光東方外海+4%; ------ 2/13.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,通膨超預期國債率噴價大跌Tnx4.279+3.5 %,AI小妖股轉挫(佈會:Nvda21, Tsm24,Wmc):羅指-4%Arm-19%,Aaoi-11%PltrCcj-4%;Btx$49.5k:Hxc-2.7%Vnq-2.1%費-2%Eem -1.9%納-1.8%Gld道標-1.4%Uso+0.8%;日+2.9%韓+1.1%;Eric-5%Evb:Sedg-8%AlbWolfNvts-7%Rivn-6%Ifnny-5%Enph-4%;美鋁-7%;Bby-4%Semi:SynaMu-5%MrvlAmatAsmlSwks-3%Tsm-2%;海力士+5%; Fi:Gs-4%Ms-3%;Tol-5%; 中概:Nio-6%阿里Wb-5%騰訊聯想-4%;Cat-3% ---- 2/12.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,AI小妖股,游資指飆Btc$50k:Arm+29%,佈道會前先噴Nvda +722.48+0.2% Smci+4%創高 Asmc+15%Aaoi+5%Pltr+3%Tnx4.172Hxc+2.1%羅1.8 %Eem0.8%道+0.3 %Uso+0.6%費-0.2 %納-0.3%標 -0.1% Evb:Sedg+7%Enph+5%Alb+4%Wolf-3%Tsla-3% Semi:Mrvl+2%Asml-2% ---- 2/9.JL世股摘期降息春吶紅包追ETF,衝指數重磅與AI小妖股:Nvda721.33+3.6%Smci+6%創高Aaoi+6%Nvts+5%Snow+5%台積佈道會前衝設備股 Amat+7%LrcxKlac+5%;Tnx4.17Btc$47.3k游資指飆續衝;費2%羅1.5%Hxc 1.4%納1.3%標0.6%5026Eem0.4%Uso0.2%道 -0.1%;國企-1%港 -0.8%日+0.1% ;Amzn+3%Goog+2% Evb:Enph+5%Rivn+4%Tsla+2%;XomCvx-2% Semi:Skh+3%Mrvl-3%;東方外海-9%Mrna-7% ----
2/8.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Arm+48%,Nvts+11%Pltr+4%,Tsm+7%佈道會前先衝補漲;狗熊翻:Dis+12%;中A股續港股跌:深滬+1.3%港-1.3%國企-1.1%Tnx4.17 Btc$46.2k蠢動 Uso3%費1.6%羅1.5%納0.2%道標0.1%Eem-0.6 %Hxc-1.1%;韓0.4%日+2.1%;Amsc+6 %Ccj-7% Evb:德方納米+9%Wolf 容百+7%EbmRivn+6%PfmOn+5%華友 鈷天賜+4%Ifnny StmNxpi+3%Semi:Gfs+4%SkhAvgo+3%;中概:東方外海-7%阿里-6%中芯+4%;Mrna-6% -----
2/7.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr+8%Panw+7%Arm+6%盤後衝20%,Tsm+5%佈道會前先衝;Lly+3%續創高;能源超級大狗熊翻:Enph+17%Sedg+13%Gnrc+7%;中A股續超級狗熊翻港股停:深+2.9%滬+1.4%國企-1%港-0.3%當升+10%容百 +8%Btc$44.5k蠢動Tnx4.11費1.6 %納1%Uso0.9%標+0.8道+0.4%Eem羅-0.2% Hxc-1.3%;韓1.3%日-0.1%Evb:EbmF+7%Pfm+3%Ifnny-5%,Snap-30% Semi:Syna+4%MrvlNvdaAvgo+3%;Meta+3% ---- 2/6.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股Pltr+31%Fii+5%Smci+3%,中股狗熊翻:深+6.2% Hxc+5.9%國企+ 4.9%港4%滬+3.2%Nio+12%Li+11%當升+10%中芯+9%贛鋒鋰WbJd阿里+8% Btc$43kTnx4.09Eem+2.3%羅Uso0.9%道+0.4%標+0.2%納+0.1%費-1.1%;韓-0.6%日-0.5% Evb:Tm+8%華友鈷7%Wolf天賜+6%Alb Rivn德方納米寧德代天齊鋰F+4%Tsla+2%Ski-5%Ebm Ifnny-4%SkietSsdiLges-3% 中概:聯想+7%;Fxc+4%美鋁+3%;美航+4%Nke+3% Semi:Amd-4%Mu-3%KlacLrcxSkh+4%;美航+4% ----
2/5.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr盤後+17%Smci+14%Lly+6%Nvda 693.3+5%創高;Fii +6% Aaoi+5%Btc$42.8kTnx4.164費+1.2%Uso1%Hxc0.2%Eem0.1%納-0.2%標-0.3%道 -0.7%羅 -1.3%日+ 0.5%台+0.2%企0台店港- 0.2%韓 -0.9%深 -1.1%滬 -1%; Evb:Skiet-11%德方納米-9%華友鈷-6%WolfAlbF當升贛鋒天賜-5%Tsla EnphRivn恩捷-4%容百Sedg-3%寧德時代+4%On+10%Semi:ArmTsm+3% Gfs-7%;Meta-3%Mcd-4%;美鋁-9%Fcx-4% 2/2.JL世股摘期降息美中股續分化,春吶紅包追ETF,加財報衝指數重磅股Nvda661.6+5%創高Meta+20%Amzm+8%Aaoi+14%Snow+9% Fii-4%深 -2.2%滬-1.5%韓+2.9%Btc$43.kTnx4.028國債反向;納+1.7%費+1.3%標+1.1%道+0.4%Eem-0.3%羅-0.6%Gld-1%Uso-2.3%;台店+0.8%台+0.5%日+0.4%國企-0.1%港-0.2%;Evb:Lgc7%Ssdi+4%Ski+ 3%Wolf-6%當升容百德方納米-5%華友贛鋒鋰鈷恩捷-4%Ccj-3%;Ip-3%Semi:Amd+4%Tsm三星電+2%;中概:紫光Nio-4%東方外海-4% ---- 2/1.JL世股摘期降息財 報衝春吶:Smci創高+10%Fii+9%Aaoi+5%Ccj+6%Wolf-14%Qcom-4%重磅:亞馬遜+3%微軟+1.6%臉書+1.2%(盤後臉書+14%亞馬遜+8%);Btc$43.3kTnx3.888Vnq+1.8%羅+1.4%納標+1.3 %Eem道+1%費0.5%;韓+1.8%國企+0.6%港+0.5%台+ 0.4%台店+0.1%日-0.8%;Mrna-3% Evb:SedgSki+4%Ebm+8%;中概:LiWb +5%; ----- 1/31.JL世股摘期降息財 報衝春吶:Amsc-18 %Goog-7%Aaoi-6%Snow-5%波音+5%Smci+3%;中港股續崩深-2%滬國企-1.5 %港-1.4%Btc$42kTnx3.967Uso-2.6%羅-2.5%納-2.2%標-1.6%費-1.4%道-0.8% Eem-0.5%;台-0.8%韓-0.1%日+0.1%台店+0.2%; Evb:贛鋒鋰-8% 天齊鋰Nvts-6%Alb-5 %WolfSegd華友鈷-4%Ebm容百恩捷 -3%TslaRivn-2% 中概:聯想紫光-4%; Semi:TsmAmdGfs-3%NvdaAvgoAmat-2%;Msft-3%MetaAmznAapl-2% ----
1/30.JL世股摘期降息財報衝春吶道指輝達續創高: Gm+8%Aaoi+5%Smci+3 %(盤後:Amd谷歌-6%Tsla- 5%);中港股續崩:國企-2.5%深- 2.4%港Hxc-2.3%滬-1.8%中芯Nio-6%Btc$43kTnx4.059費-1.6%羅納Eem-0.8%標 -0.1%道0.4%Uso+1.1%;台-0.5%韓-0.1%日+0.1%台店+0.2%;Glw+7%:Evb:Nvts-5%Wolf比亞迪華友鈷寧德時代當升容百-4%EbmSkiRivnEnphSedg恩捷天賜德方納米-3% 中概:Jd紫光-4%;美航-3%; Semi:AmdSynaMu-3% ----
1/29.JL世股摘期降息財報衝春吶微軟谷歌輝達創高: Aaoi+7%Smci+5%Fii-6%;中港股漲跌:深-2.1%Hxc-1%滬-0.9%Btc$43.2kTnx4.091羅+1.7%費納+1.1%標0.8%道0.6% Eem+0.1%Uso-1.4%;韓國企0.9%日台店港0.8%台+0.7%; Evb:Ebm天賜-7%恩捷-6%德方納米贛鋒鋰華友鈷-5%天齊鋰當升容百-4%Pfm-3%SsdiRivn+5%TslaSkiWolfSedg+4%AlbNvts+3% 中概:聯想-5%紫光-3%Semi:Mrvl+3%NvdaArm+2%;SnowCrm+3%;Mrna+3% -----
1/26.JL世股摘期降息衝春吶:財報Intc-12%費-2.9%Klac-7%聯想-10%Aaoi-8%Lvmh+12%;中股狗熊翻挫:國企-2%港-1.6%深-1% Btc$41.8kTnx4.16 Hxc-0.5%納-0.4%標-0.1%滬羅納Eem+0.1%道+0.2%Uso+1.2%;韓0.3%台台店0%日-1.3%; Evb:Ebm+7%Pfm+6%SsdiLges+4%LgcSki+3%德方那米容百-5%比亞迪-4%寧德時代-3%;Amsc+4% 中概:阿里中芯-3% Semi:Gfs-5%Arm-4%AmatLrcxMrvl-3%;Ccj-4% -----
1/25.JL世股摘期降息財報衝春吶:納標指Amd+6% Nflx+3%Nvda再創高: Amsc+36%Ibm美航+10%Tsla-12% L&F-11%;救市降準中股狗熊續噴:國企2.2%港+2%滬3%深2% Btc$40kTnx4.132Uso2.4%羅+0.7%道+0.6%標+0.5%納0.2%Eem0.1%費-0.3%Hxc-0.1%;被提款買中股:台0.7%日韓0%台店-0.3%;達航+5%Evb:EbmWolf-5%Pmf-4%AlbOn-3%當升+5% 中概:Jd騰訊中芯+3% 原料:CvxXom+3% Ip+4% Semi:Asml+3%Mrvl-3%;Ccj-3%;Fii+4%Cat+3%;Unh-3%;波音-6% ----- 1/24.JL世股摘期降息財報衝春吶:微軟破3兆美元,Nflx+11%Asml +9%,帶動費納標指微軟(Amd+6% Nvda+2%,Aaoi-8%)再創高;降準中港股狗熊噴國企+4.1%港+3.7%Hxc+2.4% 滬+1.8%深1%阿里+7% Btc$40kTnx4.178費+1.5%Eem1.1% Uso1.4%納0.4%標0.1%羅-0.7%道-0.3 %;台店0.2%台0%日-0.8%韓-0.4% Evb:Skiet+6%天齊鋰+3%RivnGnrc-4 %Enph-3%;Fcx+4% 中概:Jd+5%騰訊+4% Semi:Amat+4%LrcxKlac+3%Tsm+2% ----- 1/23.JL世股摘期降息春吶:中港股再狗熊翻Hxc+4.8%國企+ 2.8%港+2.6%深+ 1.4%Aaoi+6%Smci+5%;Btc$40k Tnx4.142Eem+0.9%費+0.7%納+0.4%標+0.3%道-0.3%羅-0.4%Uso0;台+0.7%韓+0.6%滬+0.5%台+0.3%日-0.1% Evb:Ebm-3%Wolf+6%Enph+4%Byd容百+3% 中概:百度+7%Jd+5%Nio騰訊紫光東方外海+4%;美航達航+3%;美鋁+7%; Vz+7%Rtx+5%;Lmt-4%Pg+4%;Gfs+3%;Snow+3%;Tol-5% ----- 1/22.JL世股摘期降息春吶:再創高:道0.4%費+0.3%標+0.2%日:36546 +1.6%豐田創新高;Btc$39.7k-4.3% Aaoi+8%Smci+3%;中股探底:深-3.5% 國企-2.4% Hxc-2.2%滬2756-2.7%港-2.3%14961 韓中電池鍊崩Ebm-11%德方納米L&F-8%當升容百 -7%Pfm天賜-6% Tnx4.094Uso+1.3%羅2%納0.3%Eem -1%;台店1.2%台0.8% 韓-0.3% Evb:Ski-5%;LgcSsdi-4% 華友鈷天齊鋰-4% AlbRivnSedgNvts+4%Wolf+7%中概:紫光中芯-4% Semi:Amd-3%Syna+4%;Aaoi+4%;Snow+4%;Ccl-4%;Fxc-3% ---- 1/19.JL世股摘期降息,台積美超微佈道會:費+4%Smci+36%Amd174.2+7%Nvda594.9+4%續創高Avgo Arm +6%LrcxAmat Qcom+5%Aaoi-5%Btc$41.5kTnx4.196納+1.7%標1.2%道羅Eem+1.1%Uso-0.4 %Hxc-0.6%;台+2.6%日1.4%韓1.3%台 店+0.9% 國企-0.9%深-0.7%滬港 -0.5%港15308,Semi:三星電海力士KlacGfs+4%QcomArmAvgoSynaIntc+3% Evb:Txn+4%Nxpi+3%EbmAlbL&F-4%SkiWolfEnph贛鋒鋰天齊鋰-3%德方納米-5%;Fi:Wfc+4%AigJpm+2% -----
1/18.JL世股摘期降息,台積佈道會領漲中股午後衝 Tsm+10%Arm+6%AmatAsml+5%MrvlKlacLrcxAvgoSwks Qcom+4%Fii+8%;Btc$41.1kTnx4.144;費+3.4%Uso+1.7%納+1.4%標0.9% GldEem+ 0.8%羅0.6%道0.5% Hxc -0.2%;深+1%國企港0.8%台滬+0.4%韓+0.2%台店-0.2%日0;Ibtc-3%觀旅:美航+7%波音+4%達航+3%;Aapl+3%Meta+2 Evb:Ifnny+5%StmTxnTm Nxpi德方納米+3%Rivn-6%Alb贛鋒鋰-3%;東方外海+5%;Amsc-5%; -----
1/17.JL世股摘期降息 SmciAaoi-2%;中股續挫 港-3.7%15276國企 -3.9%Hxc深-2.6%滬-2.1%Btc$42.6k Tnx4.106;Eem-1.5% Gld-1.1%費-0.9% 羅-0.7% 標納-0.6%道-0.3% Uso1%;韓-2.5%台店-1.6%台-1.1%日-0.4%; Evb:SkietRivnSedg -6%天齊鋰-7%Lgc PfmEbmByd容百億緯鋰德方納米-5%SsdiNvtsWolfSki華友鈷-4% Tsla-2% 中股:Jd-6%中芯-5%WbLi聯想阿里-4%東方外海-5%Semi:IntcSwks-2% -----
1/16.JL世股摘期降息:CES尾Amd+8%Nvda+3%Smci-4%;中概股續挫港恆破萬六Hxc-3.8%港 -2.1%國企-1.8% Nio-9%聯想-6% Btc$43.3kTnx4.028;費+1.4%納-0.2% Uso+0.2%標-0.4%道-0.5Gld-0.6%羅-0.7%Eem-2.1% ;韓台-1.1%日-0.8%台店-0.4%深滬+0.3%;Evb:L&F+8%寧德時代+3%NvtsIfnnyWolf-3%Gnrc-6%;Panw+2% 原料:美鋁-7%Fcx-5 %CopBhp-3%;Amsc-4%; 旅消:波音-8%Nike Bby達航-3%;Ms-4% Semi:Mu+3%Gfs-3% ----
1/15.JL世股摘期降息:美股休,日股續強+0.9%;中股續弱:國企-0.7%深-0.4%滬港-0.2%韓0台0.2% 台店+1.1%;Evb:德方納米-5%Ebm-4% Lges華友鈷容百天賜-3% ---- 1/12.JL世股摘期降息:日股+1.5%續衝高航空重挫,CES尾Aaoi-5%;中概狗熊翻未續Hxc-1.5% 加密幣波段利多出盡重挫Btc$43.1k- 7%Ibtc-6%,觀旅重挫美航德航-9% 核礦股續衝Ccj+7% Tnx3.95;費-0.4%道 -0.3%羅-0.2%納0標+0.1%Eem+0.4%Uso+0.6%Gld+1%;韓深-0.6%台店-0.5 %港-0.4%台滬國企-0.2%; Evb:L&F-6%TslaRivnSedgEnph-4%;Ccl-3%;Wfc-3%;中股:百度-7%Li-4%東方外海+4% ---- 1/11.JL世股摘期降息:中概電池鍊狗熊翻,日股+1.8%連創高,CES尾Aaoi-15%;Btc$46.4kTnx3.977;Uso+1.6%Hxc+1.1%費+0.5% Eem+0.4%納道0標-0.1%羅-0.8%;日+1.8%%深+1.5%國企+1.4%港+1.3%台店1%台+0.5%滬+0.3%韓-0.1%;Evb:德方納米+12%天賜恩捷+6%容百+5%Byd天齊鋰贛鋒鋰+4%寧德時代+3%Ebm+4%TslaAlbEnph-3%Sedg-4%Wolf-5%Nvts-6%;U-6%;Ccj+3%; 中股:紫光+4%中芯+3% Mrvl+4%;Asmc-4% --- 1/10.JL世股摘期降息:黃主教CES佈道股價續創高Nvda+2%;Ccj+5%;Panw+5%Btc$46.5kTnx4.03;納+0.8%標+0.6%羅+0.5%羅+0.1%道-0.4%標-0.2%納+0.1% Hxc-0.7%Uso-1.2%;日+2%韓-0.8%深港-0.6%國企-0.5%台-0.4%台店0; Evb:Wolf-10%Ssdi-4%Ebm-3%Sedg+5%Tm+4%;Meta+4%中股:NioLi中芯-2%;Lgd-4%Skhy-3% --- 1/9.JL世股摘期降息:CES大拜:黃主教佈道股價創高,Nvda+2%,Amd+2%;Aaoi+8%Smci+7%;Ccj+5%;Btc$45.9kTnx4.019; EemHxc-1.4%羅-1.1%道-0.4%標 -0.2%納+0.1% Uso+1.5%;國企-0.6%台店-0.5%台港-0.2%韓-0.3%日+1.2%;Hpq-2% 海運股價崩:東方外海-7%;Evb:TslaIfnny-2%WolfEbm-4%;中股:Nio-5%Jd Wb-3%聯想+5%;Mrna-5% ----- 1/8.JL世股摘期降息:比特幣噴高Btc$47k+7%油跌Uso-3.8%,CES大拜拜:黃主教佈道:Q2出中品股價創高 Nvda+5%,Smci +10%Ldg+7%半導體:費+3.3%Arm+9% Mrvl+7%Amd+5%中股續跌:國企-2.3 %港恆深-1.9%Hxc-1.5%滬-1.4% Tnx4.002;納+2.2% 羅+1.9%標+1.4% 道+0.6% Eem0.3%;台0.3%台店0韓- 0.4%Evb:L&F-5%SkietPfm-4% OnNxpiIfnnyRivn +3%Nvts+4%;Amsc-6% Semi:GfsSyna+4%IntcKlacLrcxTsm+3%;觀旅:美航+7%達航+3%;波音-8% 五姊妹:Amzn+3% GoogAaplMetaMsft+2%; 中股:Jd-4%紫光中芯-3%;XomCop-3% ----- 1/6.JL世股摘期降息:十年國債率升Tnx4.042中股續跌Hxc-1.8%深-1.1%滬-0.9%Btc$44k;AI:Aaoi+9%;Uso+2.2%費+0.6%標+0.2% Eem道納+0.1%羅-0.3%;國企-0.8%港-0.7%韓-0.4%台-0.2%日+0.3%台店+0.5%Evb:Ebm+13%Pfm+4%Wolf贛鋒鋰+3%天賜-3%Sedg -4%Qs-6%Semi:Mrvl+3%NvdaAmd+2%;觀旅:美航+4%Ccl達航+3%;聯想-4%阿里-3% ----- 1/5.JL世股摘期降息:AI:Aaoi+6%Smci+3%;Qs+43%中股電池鍊續跌Btc$44.1kTnx3.991Uso-0.9%費-0.8%納-0.6%Hxc-0.4%標Eem -0.3%羅-0.1%道0Eem0;深-1.2%國企韓 -0.8%台店 -0.7%日-0.5%台-0.1%港0深國企 -0.8%0.2%Evb:L&F+9%SkietEbm+3%Enph SedgRivnStm NxpiOn德方納米-4%寧德時代華友鈷恩捷當升容百天賜Alb-3%;Ccl+3%;東方外海;Amzn-3%;Syna-3% ----
1/3.JL世股摘期降息:比特幣大跌;AI:Aaoi-7%聯想-5%能源股車股大跌Enph- 7%GnrcSedgWolf PfmL&F-6%Nvts Alb-5%TslaRivn-4%;韓股-2.3%三星海力士-3% ;Btc$42.9kTnx3.907Uso+3%羅-3.4%費-2%納-1.2%標道-0.8%Eem-0.6%; 台-1.7%台店港-0.9%深國企-0.8滬+0.2%Hxc+1.5% Evb:IfnnyOnEbmSsdiSkiF-4%Stm-3%;Mrna-3% Semi:Swks-4%Syna-3%AmdAmatAsmlMrvl-2% 觀旅航:Ccl-5%達航-4%美航波音-3% Lly+4%;美鋁-5% ----
24-1/2..JL世股摘期降息: 半導體加管Arm-8%Amd-6%IntcAsmlAmat-5%中概續跌Hxc-3.5%國企- 1.7%港-1.5%Fii-6%Btc$45.2kTnx3.946費-3.7納-1.6%Uso-1.3%Eem-1.2%羅-0.7%標-0.6%道+0.1%;深-1.3%滬台-0.4%台店 -0.3% 日-0.2%韓+0.6%;Evb:Rivn-10%Nvts-5%NxpiIfnnyStm寧德時大德方納米-4%天賜贛鋒鋰-3% 中概:Li-8%Nio-7% Semi:LrcxIntcMrvlKlacMu-4%AmatGfsLrcxNvdaQcomSwksAvgoSyna-3%;Aapl-4%Meta-2%;Ccl-7%;U-5%;Nflx-4%;Mrna+13%
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23-12/29.JL世股摘:期降息:假期交易清淡,中港股狗熊翻後回平淡:Aaoi-12%,Btc$42.2kTnx3.859羅-1.5%費Uso -0.8%納-0.6%標-0.3%Eem道-0.1%;深+0.9%滬+0.7%國企0.1%台店港0日-0.2%;Evb:Wolf-4%NvtsAlb-3%Tsla-2%;Semi:Arm-3%,Syna;Nio-4%
---- 12/28.JL世股摘:期降息:假期交易清淡,中港股狗熊翻:國企+2.9%深+2.7%港2.5%Hxc2.2%滬+1.4 % Evb:天賜+10%德方納米+9%贛鋒鋰億緯鋰能國軒科+8%華友鈷恩捷+7%寧德時代容百+6%天齊鋰當升+5%Btc$42.4k Tnx3.85Eem+0.8%道+0.1%標納0%費-0.1%羅-0.4%Gld-0.6% Uso-2.5%;韓+1.6%台+0.1%台店日-0.4% Evb:L&F+6%比亞迪+4%Tsla-3%;Arm+4% 中概:Fii+6%紫光+5%JdWbNio+4% ----- 12/27.JL世股摘:期降息:假期交易清淡,港股彈國企+2.1%港+1.7%AI:聯想+4%Btc$43kTnx3.789羅+0.6% Eem+0.5 %道+0.3 %費納0.2%標0.1% Hxc0;日+ 1.1%台+ 0.8%滬+ 0.5%韓深台店0.4% Evb:L&F+8%Li+4%Pfm天齊鋰+3%;中概:騰訊+4%阿里+3%東方外海-3% ------ 12/26.JL世股摘:期降息:作帳:Aaoi +9%Intc+5% Btc$42.4kTnx3.886Uso+3.4%費+1.8 %Hxc羅+1.2%Eem +0.8%納0.5%標道0.4%;台台店0.8%日0.1%韓0.1%滬- 0.7%深-1.1%;AmdGfs+3% Evb:EbmL&F-4% Wolf+5%Nvts+3%;Nio+11%Li+4%紫光-4% ----- 12/25.JL世股摘:期降息:耶誕假期美港股不交易:深+0.4%日+0.3%滬台+0.1% ;Evb:EbmPfmL&F-4% ----- 12/22.JL世股摘:期降息:作帳雙巴盤港中概股消費股續踹底:騰訊-12%Nke- 12%恆科-4.4%國企 -2.3%Hxc-2.2%港 -1.7%Smci-5%Btc$43.6kTnx3.901羅+0.8%費0.4%納標0.2%道-0.1%Uso Eem-0.5%;台店0.5%台0.3%日0.1 %韓0滬-0.1% Evb:PmfEbmL&F-4%德方納米容百+4 %Alb天齊鋰+3%;Amsc+5%;Mrna +4%美鋁+5%;東方外海+4% ----- 12/21.JL世股摘:期降息:AI PC手機噴:Mu +9%Ccl+6%費+2.8%作帳雙巴中概狗熊翻Hxc+ 3.2%百度+6%Wb+ 5%Btc$43.9kTnx3.894Eem+1.9%羅+1.7%納+1.3% 標+1%道0.9%Uso 0.4%;日-1.6韓-0.6 %台-0.5%台店-0.3 %港0國企+ 0.1%滬0.6%深+1.1%Mrna+6%;美鋁+4% Evb:Wolf+7%Enph+5%SedgNvtsOn寧德時代天賜+4% Tsla容百IfnnyNxpi +3%Ebm-4%Skiet-3% Semi:Mrvl+5%ArmAsml+4%AmdSynaKlacTsmGfsAmat+3%;美航+3% ----- 12/20.JL世股摘:期降息:結帳獲利雙巴與停損賣壓重挫中概費半-2.9%Hxc -3.1%Nio-10%Li-6%紫光-5%Aaoi-10% SmciFii-4%Btc$43.4k Tnx3.877羅-1.9% Eem-1.8%納標-1.5 %道-1.3%Uso-0.8 %;韓+1.8 %日+1.4%港+0.7%台店+0.5%國企+ 0.4%台+0.3%深 -1.4%滬-1.3% Asmc-8% Evb:SedgWolf-7%RivnEnphNvts-5%TslaAlbOn-4%SsdiL&F+3%;Lgd+ 6% Semi:SynaMuMrvTsm-4%AmdNvdaAmatLrcx-3%;美鋁-5%;Ccl Dis-3% ----- 12/19.JL世股摘:期降息:日央爸不變日+1.4%散戶衝作帳狗熊翻:能源Enph Sedg+9%小飆股羅+1.9%Tnx3.922Btc$42.3k;Uso+1.9%Hxc+1.8%Eem+0.9%Vnq房+0.8%道納+0.7%標+0.6%費0.5%;台店-1%港-0.8%國企-0.7%台-0.4%韓深滬+0.1% Evb:L&F+5%Wolf+4%Skiet-6%;美鋁+6%;Lgd-4%; MrnaPfe+4% --- 12/18.JL世股摘:期降息:結帳賣壓出國債中股跌,拉七姐妹漲穩指數Tnx3.954 MetaNflxGoogAmzn+3%Nvda+2%美鋼+26%/新日鐵出價+40%併 Btc$42.8k;Smci+7%Aaoi+4%;Uso+1.4%納+0.6%Gld標+0.5%道0%Eem羅-0.1%費-0.3%Hxc-0.9%;國企-1.2%深-1.1%港-1%日台店-0.6%滬-0.4%台-0.1%韓+0.1% Evb:寧德時代-5%德方納米容百-4% 天齊鋰天賜比亞迪恩捷-3%Rivn+4% Arm-4%;東方外海+4%Lgd-6% 12/15.JL世股摘:期降息:債價比特幣止漲Tnx3.928Btc$42.1k年終作帳狗熊翻輪過原料金融能源小飆,輪中概:港+2.4%國企+2.3%Jd+7%阿里+4%;Aaoi-6%;費+0.5%道+0.2%納+0.4%道+0.2%標Uso0Hxc-0.3%羅 -0.8%Eem-0.6%Gld-0.9%Vnq房-1.4%;日+0.9%韓+0.8%台+0.1%台店0滬-0.6%深-0.4% Evb:Lgc天齊鋰+6% PfmEnph+3%;Ggr-4% Semi:Syna+3%AvgoIntc+2%;波音+3%;Cost+4% ----- 12/14.JL世股摘:期降息鮑爾跪:10年國債率跌破4%,債股續衝小飆費半領噴:費羅+2.7%Tnx3.91-3% 狗熊翻輪房產金融噴Tol+9%,Fi:Bac GsMs+6%Wfc+5% 狗熊翻輪原料:美鋁+15%Fxc+7%;Aaoi+7%,Smci+8%;輪能源車鍊狗熊翻Sedg+17%Rivn+ 14%Enph+12%L&F+11%Wolf+10%Pfm+8%GmF+7%SkietNvtsOn+6%TslaNxpiSki+5%; Btc$43.1k,Uso+2.8%Vnq+2.9%Eem+1.5%Hxc+1.2%Gld+0.6%道+0.4%標0.3%納+0.2%;韓+1.3%台港+1.1%台店+0.4%滬-0.3%深-0.6%日-0.7% Mrna+10%;Bby+7% Semi:Arm+8%Syna+6%LrcxMrvl+4%AmatMuSwks+3%;U+8%;Cat+6% Evb:Ggr+6%SsdiIfnny+4%StmTxn+3% 原料:Cvx+4%Cop Xom+3%;Nio+6% 旅航:美航+4%Cc達航+3% ----- 12/13.JL世股摘:升息尾:Fed鴿示明年降息三次國債率續跌Tnx4.033-4%債股井噴:小飆噴:羅+3.5% ,Aaoi+16%; 能源車鍊衝Alb+9% RivnEnph+8%Wolf+7%;原料金融狗熊翻: 美鋁+8%美鋼+6% Fxc+5%,Fi:Bac+4%GsWfc+3%;佈道會中股續跌:深-1.5%滬國企-1.2%港-0.9 %Btc$42.1k, Uso+1.7%費+1.6% Eem+1%納標道1.4 %Hxc0.4%;韓-1%日0.3%台店0.2%台0.1% Evb:Nvts+4%EbmPfmL&F-5%Ssdi恩捷華友鈷天賜德方納米-4%Skiet Lges Sedg容百當升-3%;東方外海-4% Semi:Mrvl+5%Gfs+3%;Nflx+4%;Tol+4%;Pfe-7% ----- 12/12.JL世股摘:升息尾:油跌Uso-3.8% Btc$42.1kTnx4.206,費納+0.7%標道+0.5% Hxc+0.4%羅-0.1% Eem0;國企+1.5%港+1.1%滬韓+0.4%台店+0.3%日台+0.2%深-0.1%; Evb:Wolf-5%SedgEnphRivn-4%Ebm+3%德方納米Skiet L&F-5%;Nio-6% Semi:Avgo+4%AmdNvda+2%;Meta+3%;Aa-4%;Mrna-5%東方外海+3% ----- 12/11.JL世股摘:升息尾: Btc$41.2k-6%,AI:Aaoi-7%Smci-4%;港股續挫破萬六; 費半噴+3.4%Avgo +9%GfsKlacAmatLrcx +5%IntcMu Amd+4%Tnx 4.239,Eem+0.6%道標Uso+0.4% Hxc+0.3%納羅0.2%Gld-1.1%;日+1.5%深+0.8%滬+ 0.7%韓台店+0.3 % 台+0.2%港-0.8%國企-1.2%; Evb:天齊鋰-4%德方納米-3% On+4% ;Ccl-3%; 中概:Jd-6%Nio+4%理想+3%;Ccl-3%;Arm-3% ---- 12/8.JL世股摘:期升息尾作帳非農意外強弱降息預期國債率升金回,AI:Aaoi +12%Fii+10%Smci+6%Btc$44.2kTnx4.245,Uso+2.2%費羅+0.7%納+0.5%標道+0.4%Eem-0.4% Hxc-0.7%Gld-1.3%;韓+1%台店台+ 0.6%深+0.4%滬+ 0.1%港-0.1%國企 -0.3%日-1.7%;Semi:Arm+8%Syna+7%;Fxc+5%;紫光+5%;Ba+3% Evb:Ebm+4%Pfm+3%Enph-4%;Ggr+6%; ----- 12/7.JL世股摘:期升息尾失業降年終作帳:AI新品:Amd+ 10%谷哥+5% Btc$43.4kTnx4.144,費+2.8%納+1.4%羅+0.9%標+0.8% EemUso 0.5%道0.2% Hxc-0.1%;日-1.8%國企-0.9%港-0.7%台店台-0.5%深滬韓-0.1% Evb:Alb+6%Pfm+5%RivnWolf+4%SkietOnNxpiNvts+3%;觀旅:美航+4%達航Ccl+3%;Mrna-3% Semi:MrvlGfsAmat+3%NvdaQcom+2% --- 12/6.JL世股摘:期升息尾雙巴:原油價低Uso-4.2%, Aaoi+6%Smci-4%; 中電池鏈狗熊翻贛鋒鋰+7%天齊鋰+6%Skiet德方納米+5%Btc$44k, Tnx4.119,Hxc+0.5%費-0.7%納-0.6%標-0.4%羅道-0.2% Eem-0.1%;日+2%國企+1%港+0.8%深0.7%台店0.3% 台0.2%韓0%滬 -0.1% Evb:Rivn+6%Alb華友鈷當升+4%恩捷比亞迪容百+3%;聯想+10% 觀旅:Ccl+6%達航+4%美航+3%;Mrna+3%;Tol+3% Semi:Arm-3%Nvda-2% ---- 12/5.JL世股摘:期升息尾雙巴:穆迪下調主權評等中港股下殺:深-2%港-1.9% 滬-1.7%國企-1.6% 聯想-10%紫光-6% 比特幣衝Btc$44k +5%,Aaoi-3%Fii-4%,國債率走低債走高Tnx4.171, Hxc-1.7%羅-1.4% Uso-1.3%Eem費-0.6%道-0.2%標-0.1%納0.3%;日 -1.4%韓-0.8%台店-0.7%台-0.5% Evb:Pfm-7%Ebm-4%Alb-6%Wolf-5% Semi:Skhn-4%SynaMrvl-3%Nvda+2%;Eric+4%;Aapl+2%;原物料:美鋁-5% Fcx-3%;Gs-2% ------ 11/30.JL世股摘:期升息尾,Aws會AI會前漲後崩Aaoi-11%Smci-5%Nvda-3%;軟體資安:Crm+9%Snow+7% 國紙續衝Ip+3%中概Wb -11%;Btc$37.6kTnx4.352 Uso-3.3%納-0.8%費-0.7%Hxc0.1%Eem0.2%標0.4%道0.7%;國企0.7%韓0.6%台台店0.4%滬港0.3%深-0.2%日 -0.3%;Evb:L&F+5%德方納米Li天齊鋰-4%RivnF-3% Ggr-4%;Ba+3%;Unh+3% --- 11/29.JL世股摘:期升息尾狗熊翻:Gm+9%,國紙Ip+4%與韓電池鏈L&F+16% Ebm+10%Pfm+8 %;Btc$37.8kTnx4.271Uso+1.8%費0.9%道0%標 -0.1%納-0.2%Eem -0.6%Hxc-1.3%;國企 -2.3%港-2.1%深-0.9%滬-0.6%日-0.3%韓-0.1%台+0.2%台店+0.9% Evb:IfnnySsdiOn+4%Wolf+3%BydCatl-3%;Panw+5%Amsc+5%; Fi:BacMs+3%Gs+2% 中概:Li-5%Wb-3% ----- 11/28.JL世股摘:期升息尾Btc$38.2k比特幣衝 Tnx4.336Uso+1.9% Eem+0.8%納0.3道0.2%標0.1%Hxc -0.3%羅-0.5%費- 0.6%;台店+1.9% Gld+1.4%台+1.2%韓1.1%深+0.5%滬0.2%日-0.1%港-1%國企 -1.1% Evb:TslaRivn+5%Wolf+4%Alb+3%;Syna-3%;Dis-3%;Ggr+3%;百度-4% ---- 11/27.JL世股摘:期升息尾Aws佈道會前衝Aaoi+10% Btc$37.3kTnx4.389Hxc-1.6%Uso-1.2%羅Eem-0.4%費標道-0.2%納-0.1%;台-0.9%台店-0.8%深-0.6%日-0.5%滬國企 -0.3%港-0.2%韓0 Evb:Alb-6%德方納米-4%Nvts贛鋒鋰華友鈷寧德時代比亞迪容百-3% 中概:中芯裕元+3% Li-4%;國際紙業4%;Ggr-5% Semi:Arm-5%,Avgo-3% ---- 11/24.JL世股摘:期升息尾年終作帳 Btc$37.4kTnx4.472Hxc+1.6%羅+0.7%道+0.3%標費Eem0.1%納-0.1% Uso-1.1%;國企-2.1港-2%深-0.9%滬韓-0.7%台0台店+0.1%日+0.5% Evb:Byd-6%Ebm-3%Rivn+3%;Semi:Arm+3% ---- 11/23.JL世股摘:期升息尾,感恩節美股休;國企+1.6%港1%深+0.8%滬+0.6% 日+0.3%韓台店0.1%台-0.1% Evb:Lgc+3% ----- 11/22.JL世股摘:期升息尾雙巴 Btc$37.4kTnx4.416羅+0.7%Hxc納道+0.5%標0.4%費0.3%Eem-0.2% Uso-1.3%;台-0.6%韓0.1%台店0.8%滬-0.8%國企港0深-1.4%日+0.3% Evb:恩捷-4%Tsla天齊鋰贛鋒鋰國軒華友鈷德方納米當升容百-3%Nvts+3% 中概:百度+6% Semi:Arm+5%Amd+3%Nvda-2% ----- 11/21.JL世股摘:期升息尾,雙巴:黃主教財報會AI:Aaoi-8%Smci-5%Amsc-6%Wolf-9%Btc$36.1k Tnx4.418Hxc-2.2%費-1.9%羅-1.2% Eem納-0.6%道標 -0.2%Uso+0.3% Gld+1.1%;台+1.2%韓0.8%台店0.4%國企-0.4%滬0%港深 -0.3%日-0.6% Evb:Rivn-7%OnSedgIfnnyNvts-3%;中概:NioLi-4%中芯聯想-3% Semi:MrvlGfs-3% QcomAmdIntcMu-2% ------ 11/20.JL世股摘:期升息尾 憧憬黃主教財報會AI:Aaoi+13% Smci +6%Msft+2%雙巴:中概股油價能源電池鏈狗熊翻Hxc+ 3.6%Uso+2.2% Enph+6%Btc$37.6kTnx4.422費+1.5%Eem+ 1.2%納+1.1%標0.7 %道0.6%羅0.5%;國企+2.2%港+1.9%韓0.9%滬0.5%深0.4 %台店0.3%台0日- 0.6 % Evb:EbmPfmPns+5%SsdiNvts+4%SkiLges+3% Semi:Arm+7%Gfs+4%AmatLrcx+3%;Panw+5% 中概:Nio+6%Wb +5%Li騰訊中芯+4%;Ba+4% ----- 11/17.JL世股摘:期升息尾:雙巴油價小股領彈 Uso+4%Btc$36.4k Tnx4.445羅+1.4% HxcEem標納+0.1% 費+0.7%道0%;日台店+0.5%深+0.3%台0.2%滬+0.1%韓- 0.1 %港-2.1%國企 -2.3%Ggr+7% Evb:Wolf+5%Alb+4% SedgNvts+3% 松下+6%PfmByd L&F-3%;Amat-4% 中概:騰訊-3%Li+5 Cm:XomCvxCop+2% ---- 11/16.JL世股摘:期升息尾:油價續跌中概股與比特幣回雙巴盤Uso-4.6%阿里-10%Wmt-10%Csco-8%Intc-7%Hxc-3.1%國企-1.9%港-1.4% Btc$36.1k Tnx4.445羅-1.5% Eem-1%道-0.1% 標納0.1%費+0.3% Gld+1.1%;深-1.2%滬-0.7% 日-0.3%韓-0.1%台0.3%台店+0.5% Evb:RivnWolf德方耐米-5%TslaSedgWolf天賜-4%Ebm-3% 中概:Nio-7%LiWb百度-4%;Cm:美鋁-4%Cop-3%Mrvl-4% ------ 11/15.JL世股摘:期升息尾:能源中概股大狗熊翻:Wolf+11 %Ifnny+9%港恆國企+4%Hxc+2.9%Jd +6%Wb阿里騰訊+5%,AI:Aaoi+4%比特幣衝Btc$37.8kTnx4.535Eem+0.8%費+0.7 %道0.5%標羅0.2% Uso-1.9%;日+2.5%韓2.2%台1.3%深台店+0.7%滬0.6% Evb:StmSkiL&F+4%BydSkietSsdiLgesNvts+3% 中概:聯想+4%百度+3% Semi:Arm+4%Intc+3% 觀旅:Ccl+5%Dis+ 3%;Mrna+3%;Lly-4% ----- 11/14.JL世股摘:期升息尾,CPI預期低又RiskOn:衝AI半導體:Smci+15%Aaoi +12%SynaMrvlGfs+7% 能源車鏈金融房產狗熊翻 Evb:Sedg+11%AlbEbm +10%Enph+16% Pfm+8%Nvts+7%TslaStmL&F+6%Lges+5% Btc$35.5kTnx4.441Vnq+5.6%羅+5.4%費+3.6%納+2.4%Eem+2.7%標+1.9%Hxc+2.2% 道+1.4%Gld+0.9% Uso-0.3%;韓+1.2 %台+0.5%日滬台店+0.3%深+0.2%港-0.2%國企-0.4% Evb:F+6%NxpiIfnnyOnGm+5%SsdiRivn+4% Semi:SwksKlac+4%LrcxIntcAmdAsmlAmatQcomAvgoArmTsm+3% 觀旅:Ccl+10%美航+4% 房產:Tol+8%Hd +7%Xhb+6% Fi:Bac+5%MsGs+4%Wfc+3%;Mrna+5%;Amsc+9% Cm:Fcx+5%美鋁+6% ----- 11/13.JL世股摘:期升息尾,Aaoi+17%Fii+5% Btc$36.6kTnx4.632Uso+1.6%Hxc+0.8%道+0.2%納羅Eem0%標-0.1%納-0.2%費-1%;國企+1.5%港+1.3%台+0.9%滬+0.3%台店+0.2%日深+0.1%韓-0.2%;Amsc+6% Evb:Rivn+5%lTsla+4%Ebm-3%L&F-4%Nvts-4% 中概:Li+6%聯想+5% ----- 11/10.JL世股摘:期升息尾,Btc$37.1k比特幣續衝,台積+6%領費半+4%領七姐妹重磅美股大軋空:Syna+11% AmatLrcxAvgo+ 5%AsmlAmdMrvl+4%; 七姐妹:Meta+2.6% Msft+2.5%Aapl+2.3%Amzn+2.1%Goog+2% Tnx4.628Uso+2.2%納+2.1%標+1.6%道 +1.2%羅+1.1% Eem+0.7%Hxc+ 0.5%;國企-2.2%港-1.8% 台店-0.8%韓-0.7%深滬-0.5%台-0.4%日-0.2% 韓股空令後電池鏈續跌 Evb:Ebm-6%Pfm L&F-5%SsdiLgesSkiet-4%Ski-3%On+5%Nxpi+4%Stm+3%;Ccl+4%;Aaoi-4% 中概:中芯-7%NioJd-3% ----- 11/9.JL世股摘:期升息尾央爸降溫股回,Btc$36.6k比特幣衝再回,韓股空令後續跌;Tnx4.663Hxc-2%羅-1.6%Eem納- 0.9%標- 0.8%道 -0.7%費- 0.6%;日+1.5%韓0.2%台滬0台店- 0.1%深國企-0.2%港-0.3% Evb:Rivn-10%Wolf-8%Tsla-5%Alb-4%EbmPfmOn-3%Ski SsdiLgcLges-2% 中概:WbNio-6% Semi:Arm-5%Gfs-4%;Lly-4%鋁-4% Ccl-4%Dis+7% ------ 11/8.JL世股摘:期升息尾,油回Uso -2.7%;韓電池鏈: Ebm-10%PfmSki-4%SsdiLgc-3%Tnx4.523Btc$35.7k羅-1.1%Eem-0.7% Hxc-0.5%納+0.1%費0道-0.1%標+0.1%;韓-0.9%國企-0.8%港-0.6%日 -0.3% 滬-0.2%深0台店+0.2%台0.3% Evb:NvtsSedgTmGmAlb-3%;Rblx+12% Semi:IntcGfs-2%; 觀旅航:美航達航Ccl+2%;Lly+3% ----- 11/7.JL世股摘:期升息尾,油回Uso -4.2%;禁空令次日:韓-2.3%韓電池鏈: L&F-15%Pfm-11%Lges-10%Ssdi-8%SkiSkiet-7%Lgc-6%Ebm-5%;Amsc+5% Tnx4.571Btc$35.4k納+0.9%費+0.8%標0.3%道0.2% Eem-0.2%羅-0.3% Hxc-0.7%;港-1.7%國企-1.5%日-1.3%滬-0.2%深0台0.2%台店+0.4% Ebv:寧德時代天齊鋰-3%; Semi:Gfs+5%Arm+4% Cm:Fcx-4%CopBhp-3% --- 11/6.JL世股摘:期升息尾;禁空令:韓+5.7%韓電池鏈:EbmPfm+30% L&F+25%Lges+23%Ski+13%SddiSkietLgc+11%; Lgd+7%Skh+6% Tnx4.662Btc$35k羅-1.3%Hxc-0.1%費-0.3%道Uso+ 0.1%標0.2%納0.3%Eem+0.8%;日+2.4%國企2.2%港1.7%台店1.6%深1.2%台+0.9%滬+0.7%台店+0.3% 中概:Li+8%Jd+4%騰訊+3%;Aaoi+3%; 大狗熊翻:Ebv:恩捷+9%德方納米+7%億緯鋰能+6%寧德時代天齊鋰當升天賜+5%贛鋒鋰容百+4% Byd+3%OnRivnNvts-3%Wolf-4%Sedg-5%Alb-7% ----- 11/3.JL世股摘:期升息尾,Risk-On股債雙漲,題材 Aaoi+11%Smci+4%; 大狗熊翻:電動車鏈能源中概觀旅疫苗超導Mrna+9%,Amsc+7%;SkietSki+7%EbmGnrcNvts+6%PfmBydAlbSedg+4% Tnx4.558Btc$34.7k,Hxc+3%Vnq2.4%羅2.7%費+2.6% Eem+2%納+1.4%標0.9%道0.7% Uso-1.8%;港2.5%國企2.4%台店1.3%深1.2%日韓1.1%台滬+0.7%台店+0.3% 觀旅:Ccl美航+5%達航+4%;Tol+4%;U+7% 中概:Nio+6%騰訊+5%Jd+4%Wb阿里+3% Ebv:F+4%LgcIfnnyStmGmL&F+3%;Ggr+6% Semi:GfsSynaMrvl+5%Amd+4%NvdaMu+3% Fi:GsMs+4%BacWfc+3% ---- 11/2.JL世股摘:期升息尾,央爸鴿Risk-On股債雙漲 Aaoi+11%Amsc+13%; 財報:Qcom+6%Lly+5% Tsla+6%領電動車鏈噴 Ebm+15%L&F+12%Pfm+11%Rivn+9%Nvts+7%SkietSkiSsdiLgc+6%StmWolf+4%NxpiOnIfnny+3% Tnx4.669Btc$34.9k,羅+2.7%費+2.4% Hxc+2%標Uso1.9 %Eem納+1.8%道1.7%;台2.2 %韓1.8 %台店1.3%日1.1%國企港0.8%深-0.9 %滬+0.5% 中概:Nio+6%聯想+4%; Ebv:GnrcGm+3%Alb天齊鋰德方納米-3%Sedg-4% Semi:Syna+8%AsmlSkh+4%TsmNvdaKlacMrvlGfsSwksLrcx+3%;Arkx+4% Cm:Cop+5%Fcx美鋁+4%XomCvx+3 % 旅消:Ccl+5%Nke+4%達航Dis+3%;Rblx+5% Fi:Bac+5%AigMs+4%Wfc+3%;Tol+5%;Mrna-7% ------ 11/1.JL世股摘:期升息尾,央爸沒升息蘇媽佈道會 Amd+10%NvdaIntc+4%Smci+5%Aaoi+4%能源股狗熊翻Gnrc+14% Tnx4.789Btc$35.5k, 費+2.3%納+1.6%標+1.1% Eem0.9%道0.7%羅+0.5% Uso-0.4%Hxc-1.4%;日+2.4%韓台店+1%台0.2%滬0.1%國企港0深-0.4% 中概:茅台酒+6%中芯+3%; Ebv:EbmEnph-4%Alb恩捷德方納米-3%Tm+6% NvtsOn+4%Tsla+2% Semi:Lrcx海力士三星電+3%Syna-4% 網科巨頭7姐妹: Meta+4%Amzn+3%MsftGoogAapl+2%;Wework-43% ----- 10/31.JL世股摘:期升息尾,Aaoi+5%財報:狗熊翻Wolf+23%Nvts+8%Cat-6%Bp-4%;韓日電池鏈随前日On財報Tsal與電動車鏈崩:L&F-8%松下-9%EbmPfm-7 %Ssdi-6%LgesSkiet-5% Tnx4.875Btc$34.5k,費+1%羅0.9%標0.7%納+0.5%道+0.4%Eem-0.6% Uso-1.4%Hxc-1.6%;台店國企港-1.7% 韓-1.4 %台-0.9%深-0.7%滬-0.1%日+0.5%;東方海外-5% 中概:聯想-5%Li中芯-4%; Ebv:BydOn天齊鋰-4%贛鋒鋰德方納米-3% Semi:Arm+5%SynaAmdIntc+2% ------ 10/30.JL世股摘:期升息尾,財報:On- 22%領能源車鏈崩: TslaNxpiIfnnyStm Alb-5%Nvts-6%Wolf-3% Tnx4.875Btc$34.5k,道1.6%Eem+1%納標1.2%Hxc+0.8%羅+0.6%費-1.3%Uso-3%;深+1.6%台店0.6%台滬0.1%韓0.3%國企-0.3%日-1% 網科重磅七姐妹:Amzn+4%Msft MetaGoog+2% Evb:Enph-4%恩捷+7%天賜+5% Ebm+4%;Gfs-4% 中概:中芯+6%聯想+5%; Fi:Gs+3%,BacAigWfc+2%;美鋁+8%;Vz+4%; 旅消:CclAal+2% Nke+4% ------ 10/27.JL世股摘:期升息尾,PC題材復起,財報: Intc+9%Amd+3% Amzn+7%F-12%Gm-5%;中股與電池鏈狗熊翻:港+2.1%國企+2%深+2.1%滬1%中芯+6%;德方納米+11%恩捷+10% Ssdi國軒中緯+7%天賜天齊鋰+6%贛鋒鋰+5%容百寧德時代+4%,能源續崩Enph-15% Sedg-8%Tnx4.845 Btc$34.4k,Uso+1.9%費1.2%Hxc0.1%納0.4 %標-0.5%道-1.1 %羅-1.2% Eem-0.1%;日1.3%台店0.8%台0.4%韓0.2% Cvx-7%;Wolf-6%;Mrna-5%;BacJpm-4%;Meta+3% ----- 10/26.JL世股摘:期升息尾,能源車電池鍊崩,國債比特幣回落Tnx4.8879 Btc$33.9k,財報:Meta-4%盤後Intc+8%Amzn+5% AI:Smci-6%;電池鏈:Pfm -9%Lgc恩捷L&F-7 %EbmSki-6%Ssdi-5% 納-1.8%Uso-1.6% 標-1.1%Eem-0.7%費道-0.6% Hxc+0.4%羅0;台店-2.1%國企+0.9%韓-2.7%日-2.1%港+0.6%深+0.4%滬+0.5%台-1.7% Ebv:Rivn-6%Skiet-4%Tsla-3%Stm+4%Ggr-10% Semi:海力士-6% Mu-4%NvdaAvgo-3% 納標指數重磅股: MetaMfst-4%GoogAapl-3%Amzn-2%;Ibm+4% ----- 10/25.JL世股摘:期升息尾,中禁石墨韓能源車鍊崩,國債比特幣續噴Tnx4.953Btc$34.6k 財報:谷歌-10%微軟+3%; 緊晶片輸中半導體崩, 費半-4%ArmAmd- 6%GfsSynaIntc-5%NvdaTsmAvgoMrvl-4% AI:Aaoi-4%Smci-3% 韓電池鏈LgesEbm -9%Pfm-10%SsdiLgcL&F-7%Ski-6%Skiet-5% Hxc-2.2%羅-1.7%標-1.4%Eem-1.3%道-0.3%Uso+2%;台店0.9%國企+0.9%日+0.7%港+0.6%深+0.5%滬+0.4%台+0.3%韓-0.9% Ebv:NvtsOnSkiet-5%NxpiWolf-4%AlbIfnnyTxn-3%Tsla-2%;Ggr+10% Semi:QcomAmat-4%LrcxSwksAsml-3% 中:聯想+7%Nio-6% 指數重磅:Amzn-6% Meta-4%;Mtv:U-6%Snap-5% ----- 10/24.JL世股摘:期升息尾,AI:Aaoi+4% Smci+3%中查鴻海Fii-5%;救市中概噴:Hxc+3.9%LiNio+7%Wb+6%Bidu+4%;油跌Uso-2.5%; 比特幣續小漲Btc$33.9k,Tnx4.84; 費+1.4% Eem+1.3% 納+0.9%羅+0.8%標+0.7%道+0.6%;韓+1.1%台店1%台+0.4%日+0.2%國企-1.2%港-1.1% Ebv:Nvts+4%SkietWolfLgesL&F+3%TslaAlb+2% Semi:AsmlIntcAvgo+2%;Amsc+7% Mtv:Spot+10%,Rblx+6%;Vz+9%Rtx+7%;Fcx+3% ----- 10/23.JL世股摘:期升息尾,油回Uso -2.2%;比特幣續衝高Btc$33.3k, 國債率回Tnx4.838;Aaoi+4%;中查鴻海Fii-10% ;中股續崩滬指落三千:深滬-1.5% Hxc+0.9%納+0.3% Eem-0.1%費-0.5%道-0.6%羅-0.9%;台-1.2%日韓-0.8%台店 -0.5% Ebv:SedgL&F+3%德方納米-6%中緯-5%Nvts贛鋒鋰容百-4%;Ccl+3% Semi:Nvda+4%Arm+5%Syna-4%Intc-3%;Cvx-4%;Bac-3% ----- 10/20.JL世股摘:期升息尾,國債率降,中東亂避險需求增金比特幣再創波高 Smci-6%Aaoi-7% 財報會:太陽能Sedg -27%Enph-15%Gnrc-6%;TslaAlbSkietLges-4%,PfmWolf-6%L&F-5% Btc$29.6kTnx4.916費納-1.5%Hxc-1.4 % EemUso羅標-1.3 %道-0.9%; 韓-1.7%國企深 -0.9%港滬台店 -0.7%日-0.5%台-0.1% Ebv:EbmSsdiLgc-3%贛鋒鋰+6%恩捷+10% 觀旅:Ccl美航-3% Semi:Arm-4%Gfs-3%;Amzn-3%;Fcx-4%;Aig-3% ------ 10/19.JL世股摘:期升息尾,Tnx4.998國債率波高;美限售AI半導體中概大跌: Smci-7%Lrcx-6%Amat-5%Arm-4%;國企港- 2.5%滬深-1.7%百度茅台酒-6% 財報會:Nflx+16%,Tsm +4%,電動車鍊Tsla-9% Alb-6%PfmRivn-5%,Btc$28.9kHxc-2.1%羅-1.5%費-1.3%納-1%Eem-0.6% 標-0.9%道-0.8%Uso +2.3%Gld1.2%;日韓-1.9%台店+ 0.9%台+0.1% Ebv:EnphSedg-6%Ecb BydIfnnySsdiL&F-4%Nxpi幹鋒鋰天齊鋰-3% Semi:KlacSyna海力士-3%;聯想+6% ------ 10/17.JL世股摘:期升息尾,美增管AI晶片輸中,國債率高電池鍊續雙巴盤:天齊鋰恩捷中緯+6%比亞迪+5%當升+4% Btc$28.4kTnx4.847羅+1.1% Uso+0.5%納-0.3%道標0Eem-0.3%費-0.8%Hxc-0.9%;日+1.2%韓+1%港+0.8%國企+0.7%滬+0.3%深+0.2%台-0.1%台店-0.2%; Ebv:SedgEbm+3% Semi:Nvda-5%海力士+5%三星電+3%; Mrna-5%;美鋁+4% ----- 10/16.JL世股摘:期升息尾,比特幣烏龍,雙巴盤:天齊鋰-10%贛鋒鋰Pfm德方納米-4% Btc$28.4kTnx4.714羅+1.6%費+1.4%納+1.2%標+1.1%道+0.9%Eem+0.7% Hxc+0.3%Uso-0.8%;日-2%深-1.4%國企-1.1%台韓台店-0.8%港-1%滬-0.5%;Ggr-5% Ebv:Wolf+7%OnSedg EnphNxpi+3%寧德時代天賜Lgc當升華友鈷-3%; Mrna-6%;Snap+12% ----- 10/13.JL世股摘:期升息尾,油衝Uso+5%AI跌AaoiFii-5%Smci-3%Btc$26.9kTnx4.629費-2.7%Hxc-0.9%納-1.2%羅-0.8%標-0.5%道+0.1% Eem-0.4%;國企-2.4 %港-2.3%深韓-1%滬日-0.6%台-0.3%台店-0.2%;Ggr+6% 原物料:XomCop+3% 中概:Jd-11%阿里-4%騰訊-3%;觀旅:達航美航波音Ccl-3%;Meta-3%;Wfc+3% Evb:Nvts-6%AlbOnNxpi-4%TslaEbm恩捷寧德時代華友鈷容百L&F-3% Semi:Mrvl4%NvdaAmdAsmlGfsAmatQcomKlac-3% ---- 10/12.JL世股摘:期升息尾,電池鏈韓巨星衝中大狗熊翻但中概跌:德方納米+9%贛鋒鋰天齊鋰+8%容百+7%天賜+6%SsdiL&F恩捷+5%;Smci-5%Btc$26.8kTnx4.712 Hxc-3.4%羅-2.2% Eem-1.1%納標-0.6%道-0.5% Uso-0.3%費+0.3%;國企+2.2%港1.9%日+1.8%韓台店+1.2%台0.9% 滬+0.9%深+0.8% 中概:Nio-6%Wb-5%百度-4%;Tol-6%;美航-3% Evb:AlbEbm當升+4%Byd華友鈷+3%Gnrc-6% Semi:AvgoKlac+4%Hyn+4%Asml+3%Arm-5%Amsc-6%;原物料:Aa-4%Fcx-3% ------ 10/11.JL世股摘:期升息尾,國債率比特幣續回,超級巨星電池鏈衝Ebm+9%Pfm+8%Lges+7%Ski+5%SsdiLgc+4%Skiet+3% Btc$26.8kTnx4.577 費納Gld+0.7%Eem+0.6%Hxc標0.4%道+0.2%羅-0.2%Uso-1.4%;韓+2%國企港1.3%台0.9% 日+0.6%深+0.4%滬+0.1%台店-0.9% Semi:中芯+7%三星電+3%NvdaAvgo KlacSyna+2%;Aaoi+4% 原物料:Xom-4%Cvx-3% ----- 10/10.JL世股摘:期升息尾, Smci+7%;中概能源車與電池鏈大狗熊翻:Ggr+17% Wolf天齊鋰+6% EnphNvtsRivnSedg松下+5% AlbGnrc+4% Btc$27.4kTnx4.655Hxc+3.1%費+1.3%Eem+1.4% 羅+1.1%納+0.6%標+0.5%道+0.4% Uso-0.5%;日+2.4%國企0.9%港0.8%韓-0.3%深-0.6%滬-0.7% Evb:Pfm-6%L&F-4% 中概:Nio+6%Li+4%%Wb聯想+3%東方外海-6% ;Bac+3%;Gfs+3% ----- 10/9.JL世股摘:期升息尾,以巴戰軍工油短噴觀旅跌: Lmt+9%Rtx+5%;觀旅: 達航-5%Ccl美航-4 %;Uso+4%Cop+6%Xom+4%CvxBp+3%;Aaoi-16%,Nvts-6%Wolf-5% Btc$27.6kTnx4.797羅標道+0.6%納0.4%費-0.2% Eem-0.5%Hxc-0.9%;國企+0.4%港0.2%深0滬-0.4% Evb:Sedg寧德時代 -4%Alb-3% 中概:NioLi-4%聯想-5% --- 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23%Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝,油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802;AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23% Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝, 油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ---- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Rivn+4%;原物料:XomCop+ 3% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%台店台+0.7%日+0.9%。 中概:Li-10%紫光-7 %Jd-4%騰訊-3% ---- 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ----23- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Gnrc+5%Rivn+4%Wolf-4%;阿里+4% 原物料:XomCop+ 3% Semi:Gfs+3%AmdIntc+2% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%k台店台+0.7%日+0.9% 中概:Li-10%紫光-7 %Jd-4%騰訊-3%;美鋁-6% Evb:Rivn+3%Wolf+7%Pfm-7%;Qcom+3% ----- 9/22.JL世股摘:期升息尾:中股政策救市狗熊翻: Hxc+2.9%國企+ 2.7%港+2.3%深+2%滬+1.6%Fii+9%Aaoi+3%Wb紫光阿里騰訊聯想+4%電動車Tsla Rivn-4%Btc$26.6kTnx4.442%Eem+1.2%費+0.8%Uso +0.3%納-0.1%標-0.2%道羅-0.3%;台店+1%台+0.2%日-0.5%韓-0.3% Evb:Wolf+6%Enph+4%Byd容百On+3%;Avgo+3% 中概:茅台酒百度 JD+3%;Wfc-3%Ccl-3% ----- 9/21.JL世股摘:期升息尾: AI車用半導體,指 數重磅領跌AaoiSmci -5% 車用:Wolf-9%Nvts- 6%;Semi:Amd-4%NvdaAvgoMu-3%TsmMrvl-2%;低軌道衛星Arkx-3% Btc$26.7kTnx4.48%Hxc-1.9%費納-1.8%Eem-1.7%羅標-1.6%道-1.1% Uso0.3%;韓 -1.8%日台店-1.4%國企港台-1.3%深-0.9%滬 -0.8% Evb:Lgc-5%RivnSsdiSkietL&F-4%TslaAlbLit-3%SkiEbm Pfm-3% Mtv:U-5%SnapAmzn-4%Goog-2% 原物料:美鋁-5%銅Fxc-4% ----- 9/20.JL世股摘:期升息尾:Intc-5%Arm-4% ………… 9/15.JL世股摘:期升息尾:黃教主續賣輝達股台積建廠遲延設備單: LrcxKlac Amd-5%AmatAsmlGfsNvdaArm-4%Mu-3%Tsm-2%費-3% AI:Smci-8% Btc$26.5kTnx4.322%納-1.6%標-1.2%羅-1.1%Hxc-0.7%道-0.8%Eem-0.4% Uso+0.2%;韓日+ 1.1%港0.8%台0.7% 國企0.6%台店+0.1%滬-0.3%深-0.5% Evb:OnSedgNxpi寧德時代-3% Lgc+4%;美鋁-4% 納指重磅:Meta-4% AmznMsft-3% ------ 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融熊翻 ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% ----- 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% Btc$26.3kTnx4.256% 費+0.6%納0.3%標0.1%Uso0Eem-0.1 %道-0.2%Hxc-0.6% 羅-0.8%;台店1%台0.1%深-1.1%滬-0.5 %國企-0.4%日-0.2 % 港韓-0.1% Evb:SkiNvtsSedgL&F-4%LgcSkietEnphBydF-3% Mtv:Rblx-5%U-6%Nflx-4%;紫光-4%;美航-6%Ccl-3% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融狗熊翻 Btc$25.9kTnx4.264納-1%費-0.8%標- 0.6%Eem-0.3%道-0.1%羅Hxc0 Uso+1.7%;日+1%台+0.9%台店+0.4%深-0.1%滬-0.2%港 -0.4%國企-0.6%韓 -0.8% Evb:Ebm-4%PfmSsdi天賜-3%Tsla-2%Wolf+4%Byd+3% 原物料:Xom+3%Cop+2% Fi:Wfc+3%GsMs+2% ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% Btc$25.1kTnx4.288%HxcEem+1.2%納+1.1%標+0.7%道+0.3%羅+0.2%費Uso+0.1%;深+1%滬0.8%韓+0.4%台店-1%台-0.9%港-0.6%日國企-0.4% Evb:EbmPfm天賜-3% Semi:Qcom+4%Syna-4%;Rtx-8%;紫光+4% ----- 9/8.JL世股摘:期升息尾:庫克教主新品佈道會?中官方拉華為壓蘋,華為鏈續噴 Btc$25.9kTnx4.276% Hxc費-0.5%羅-0.2 %標納+0.1%道Eem+0.2% Uso+0.5% ;日-1.2%台店-0.7深-0.4%-滬0.2%台-0.3%韓0國企港休 Evb:天賜-7%Apt-6%德方納米-5%Wolf-3% Ebm+3%;海力士-4% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/6.JL世股摘:期升息尾:庫克教主新品佈道會?中官方壓蘋?Aapl-4%;黃主教賣股 Nvda-3%Btc$25.8kTnx4.29%納-1.1%費-0.8%標-0.7%道Eem-0.6%Hxc-0.5%羅-0.3%Uso1%;韓-0.7%台-0.3%深-0.2%港0%國企滬台店0.1%日+0.2% Evb:Alb-5%EnphSedgWolf-4%TslaPfm-3%;Swks-3%;聯想-3% -----
9/5.JL世股摘:期升息尾:庫克教主新品 Btc$25.8kTnx4.268Uso+1.1%費0%納-0.1%標-0.4% Eem-0.8%羅Hxc-2.1%;國企港-2.1%深滬-0.7%韓-0.1%台+0%日+0.3%台店0.6% Evb:Tsla+5%容百-3%Byd-2% 中概:Li-6%中芯Wb-4%;美航達航-3%;Tol-6%Xhb-4% ------ 9/4.JL世股摘:期升息尾:庫克教主新品布道會?中再推救市政策中股噴國企+3.2%港+2.5%中芯+11% Nio+7% JdWb+5% Btc$25.8kTnx4.173;深滬+1.4%台+0.9%韓+0.9%日+0.7%台店0.6% Evb:天齊鋰+4%贛鋒鋰BydSkiet Lgc+3% ----- 9/1.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣續拉回,中再推救市政策Hxc+3.2%Nio+7% AI吊車尾落後股補漲戴爾+21%三星電+6%;馬主教新品Tsla-5 % ,巨星韓電池鏈大跌Skiet-8%Ebm-5 %LgesPfm-4% Btc$25.8kTnx4.173Uso+2.5%羅+1.1%費道+0.3%納0%標+0.2% Eem-1.2%;深滬+0.4%韓日+0.3%台店0.2%台+0.1% Semi:AmdIntc+4%Avgo-5%;Wolf-4%;Wb+5% 原物料:Fcx+4% AaBpCop+3%; ---- 8/31.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣拉回,中再降息寬房貸 Btc$26kTnx4.093Uso+1.9%費+0.7%納+0.1%標羅-0.2%道-0.5%Hxc-0.6% Eem-1.2%;日+0.9%台店0.6%韓-0.2%國企-0.4%台-0.5%深滬港-0.6% Evb:天齊鋰-4%Nvts+5% Semi:MuAvgo+3% ;Crm+3%東方海外-4% ----- 8/30.JL世股摘:期升息尾:庫克教主新品佈道會?AI小逆風,PC仍慘Hpq-7%Btc$27.2kTnx4.118納Uso+0.5%費羅標+0.4% 道0.1%Hxc-0.2%Eem-0.3%;台店1.3%台0.6%韓0.4%日深+0.3%港0%國企-0.5%Evb:L&F-7%華友鈷-4%德芳納米-3%LgcNvts+3% -----
8/29.JL世股摘:期升息尾:Btc$27.5k+5%能源車Rivn+9%TslaLi+8% 政策拉大狗熊中股續翻:Hxc+3.8%國企+2.3%深+2.2%港2%中芯+7%Byd+6% Tnx4.112費+2.6%納+1.7%標+1.5% 羅+1.4%EemUso+1.3%道+0.9%;滬+1.2%台店0.9%台0.7%韓0.3%日0.2%; Evb:容百+5%寧德時代WolfOnLitAlb +4%Sedg Nxpi+3%EbmPfm-4% Semi:Nvda+4%AmdGfsAmatAvgoLrcx+3%;GoogMeta+3%;Mtv:U+6%Snap+4%;原物料:美鋁+4%美鋼Fcx+3%;Bby+4% ----- 8/28.JL世股摘:期升息尾:政策拉大狗熊中股翻 Btc$26.1kTnx4.212Hxc+2.3%費+1.2%Eem+1%羅納+0.8%道標+0.6% Uso0%;日+1.7%國企+1.2%深+1.1%滬港韓+1%台+0.2%台店-0.3%; Evb:L&F+8%Gnrc+4%Wolf+3%華友鈷-7%德方納米-5% Semi:MrlfMu+3% 中概:Wb+8%紫光+4% ----- 8/25.JL世股摘:期升息尾: AI:黃教主財報會後半導體領美亞股崩Fii-9%Mrvl-7% Smci-3%Nvda-2%Skh-4% Btc$25.9kTnx4.235Uso+1.5%納+0.9%標道+0.7%費羅+0.4% Eem+0.1% Hxc-0%;日-2.1%台-1.7%國企-1.5%港-1.4%深-1.2%韓-0.7%滬-0.6%台店-0.5%; Evb:L&F+7%Tsla+4%EbmSedgOn+3% 中概:Wb-7%裕元-5%紫光-4% ----- 8/24.JL世股摘:期升息尾: AI:黃教主財報會前衝再衰 AmdMrvl-7%Smci Gfs-5%AsmlKlacIntc-4%SwksAvgo-3%Skh+4% Btc$26.2kTnx4.235費-3.4%Eem納-1.9%標-1.4%羅-1.3%道-1.1% Hxc-0.7%Uso0.1%;國企+2.5%港+2.1%韓+1.3%台+1.2%深1%日0.9%日0.5%台店0.4%滬+0.1%; Evb:Pfm+11%Ebm+4%L&F+3%On-3%Wolf-7%EnphSedg-6%StmIfnnyNxpiNvts恩捷-4%容百+3% 中概:聯想+6%中芯+4%Byd+3%TslaRivn-3% 波音-5%Dis-4%Ccl-3% AI:AaplMetaAmzn-3%MsftGoog-2%Nflx-5% ----- 8/23.JL世股摘:期升息尾:AI:黃教主財報佈道會美股全衝(盤後Nvda+9%) Smci+8%Amd+4%MrvlNvdaSkh+6%Intc+3%Tsm+2%費+2.1%Apt+16% Btc$26.5kTnx4.198 Eem納+1.6%標+1.1% Hxc+1.5%羅+1%道0.5% Uso-1.3%;深-2.1%滬-1.3%韓-0.4%國企港台店0.3%日0.5%台0.9%; Evb:Wolf+7%恩捷-6%EbmL&F-5%PfmSkiet天賜華友鈷贛鋒鋰-4% CclTol+4%Nke-3% AI:GoogNflx+3%MetaAapl+2% 8/18.JL世股摘:期升息尾:中股續挫Hxc-3.5%國企-2.3 %港-2.1%深-1.8% Nio-7%Jd聯想-5% Btc$26.1kTnx4.251Uso+1.1%費羅+ 0.5%道+0.1%標0納-0.2%Eem-0.7%; 台店-1.1%滬-1%台-0.8%韓日-0.6% Evb:L&F-7%Byd華友鈷-4%Ski當升贛鋒鋰天齊鋰天賜-3% 中概:百度Wb-4%阿里紫光-3%Mrna-4%;Amat+4% ------ 8/17.JL世股摘:期升息尾:十年國債益率續4%以上, 投機指飆比特幣續大跌Btc$26.8k-7%Tnx4.308Wolf-17%AI:Smci-4%納羅-1.2%費-1% 道標-0.8% Uso0.9%Hxc0.3%Eem0.2%;台店1.4%深0.6%滬台0.4%國企0.3%港0韓-0.2%日-0.4% Evb:Tsla-3%Nvts-6%PfmLges+3%L&F+7%Ebm+5%;Mrna+6%Bntx+5% AI:Semi:AmdIntc-3%;Meta-3%Nflx-3% ----- 8/16.JL世股摘:期升息尾:巨星韓電池鏈又崩 Nvts-8%Skiet-6%EbmPfm-5%;AI:SmciAmdIntc-4%Mrvl-3% Btc$28.7kTnx4.258費-2.1%Uso-1.7% Hxc-1.6%羅-1.3%納-1.2%Eem-0.9%標-0.8%道-0.5%標-0.1%;韓-1.8%日國企-1.5港-1.4%滬-0.8%深-0.9%台店+0.2%台+0.4% Evb:TslaLgesSkiGnrc-3%Sedg-5%天齊鋰贛鋒鋰BydLgcL&F-2% 中概:百度Nio-4%;Ccl-3% Lgd-3%;東方外海-5% ----- 8/15.JL世股摘:期升息尾: Sea-29%Amsc-11% Btc$29.4kTnx4.221Hxc-1.9%費-1.7%Uso-1.6% 羅-1.3%標-1.2% Eem納-1.1%道-1%;台店+0.9%日+0.6%台+0.4%滬-0.1%深-0.7%國企-0.9 %港-1%日-1.3%;Ggr-5% Evb:RivnSedg-4%TslaWolfOnEnphNxpi-3%Nvts+5%;Nio-6%;Snap-4% Semi:SynaMu-4%SwksIntc-3%;Mrna-4%Dal-3%;美鋁-4%美鋼Fcx-3% ----- 8/14.JL世股摘:期升息尾: AI回馬槍:Nvda+7% SmciMu+6%AmdMrvlSyna+4%;能源車鏈弱:比亞迪-6%寧德時代贛鋒鋰Ssdi Lgc-4%;X+37% Amsc+15%Ggr+6% Btc$29.4kTnx4.184費+2.9%納+1.1%標+0.6% 道0.1%HxcEem-0.5%羅-0.2%Uso-0.6%;台店-2.3%國企-1.8 %港-1.6%台日-1.3 %韓-0.8%深-0.5%滬-0.3% Evb:Ski-3%NvtsGnrc+4%WolfTxnOn+3% ----- 8/11.JL世股摘:期升息尾:AI領頭牛,中股再下測Nvda-4%Smci-8%,Hxc-3.7%深-2.2%滬-2%能源車鏈走弱Nvts-6%Ebm華友鈷當升Nxp-4%;Amsc-9%Btc$29.4kTnx4.168費-2.3%Eem-1.5%納-0.7%標-0.1%Uso羅+0.1%道+0.3%;國企-1.3%港-0.9%台店-0.1%台-0.2%韓-0.4%;Semi:Lrcx-5%Amat-4%TsmGfsMrvlKlac-3% Evb:StmOnIfnnyPfm容百-3%;CclDis -3% 中概:Li-6%百度-4%紫光-3%;原物料:美鋼-3%Fcx-2% -----
8/10.JL世股摘:期升息尾:AI股價高,黃教主佈道失靈,半導體觀望,台股AI大血洗 Fii-3%Smci+4%Amsc+13%Btc$29.4kTnx4.08% Hxc0.7%Eem道+0.2% 納+0.1%標0費羅-0.4 % Uso-0.7%;台店-2.1%台-1.4 %日+ 0.8%滬+0.3%國企+0.2%深+0.1%港0%韓-0.1% Evb:Gm-6%WolfF-4%Sedg-3%;Dis+5%;聯想-3%;美鋼-5% -----
8/9.JL世股摘:期升息尾:黃主教佈道首無效 Nvda-5%Smci-24% Fii-8%,Rblx-22%Btc$29.6kTnx4.012%費-1.9%納-1.2%羅-0.9% 標-0.7%Hxc-0.1%道-0.5%Eem0.3%Uso1.4%;韓1.2%國企0.4%港0.3%台0台店日深滬-0.5% AI:Semi:Mrvl-3%Avgo-4% Evb:Rivn-10%Nvts-4%Lges+5%L6&F+4%SsdiSedg+3%;Ccl-4%;Nio紫光-4% -----
8/8.JL世股摘:期升息尾:黃主教佈道首無效,財報Smci盤後-9%,Asmc-14%;中概:Li-9%Nio-5% Btc$29.8kTnx4.026Hxc-3.1%費-1.6%Eem-1.2%納-0.8%羅Gld-0.6%道-0.5%Uso+0.3%標-0.4%;國企 -2.2%港-1.8%台店-1%台-0.7%深-0.4%韓滬-0.3%日0.2% AI:Semi:AmdMrvlSwks-3%MuAsmlTsm-2% Evb:Byd-4%天齊鋰Ifnny-3%Fi:GsBac-2% ----- 8/7.JL世股摘:期升息尾:輪韓電池鏈崩Ebm-11%Pfm-9%L&F-7%LgesSkiSkiet-5%;輪台股AI噴:組裝飆漲停緯創技嘉廣達神達英業達雙鴻等FiiSmci+5% Asmc-3%疫苗: Bntx-7%Mrna-6% Btc$29.2kTnx4.078道+1.2%費+1.1%標+0.9% 納+0.6%羅+0.1%Uso0% Eem-0.2%Hxc-0.8%;台+0.9%台店+0.6%日+0.2%港國企0滬-0.6%深-0.8 % 韓-0.9% AI:Semi:AmatSyna+3%LrcxKlac+2%;Ccl+5% Evb:RivnNvts-4%EnphGnrc-3%;Goog+3% ----- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% --- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% ---- 8/3.JL世股摘:期升息尾資金濫:韓電池股暫止跌Ski+4% SkietEbm+3% Qcom-8%Ifnny-9% ,中股狗熊翻續Hxc+3.5% Nio+6%Li+5%;Amsc-16% Btc$29.2kTnx4.189Uso2.3%Eem+0.4%費納-0.1%道0.2%標羅-0.3%;滬+ 0.6 %深+0.5%國企 -0.3%韓-0.4%港 -0.5%日-1.7% Evb:容百+6%德方納米+4%天齊鋰+3%Tsla+2% Gnrc-4%SedgWolf-3%Qs-21%;Amd+3% ------ 8/2.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大跌Ebm-7%Pfm-5% 能源Gnrc-24%Nvts-8% Sedg -18%Qs-11% Btc$29.2kTnx4.078Hxc-4.2%費-2.9%Eem-2.4% 納-2.2%羅標-1.4%道-1%Uso-2%;國企-2.7%港 -2.5%日-2.3%台店 -2.2%台韓-1.9%滬- 0.9%深-0.4%;Mrna-3% Evb:Enph-6%Rivn-5%SkiOn-4%TslaTxnStmSkietIfnnyLit-3% AI:Semi:Amd-7%Mrvl-6%SynaNvda-5%IntcAsmlMuLrcxSKh-4%GfsAmatTsmKlacAvgoSwks-3% 中概:Wb-6%百度-4 %Jd阿里騰訊- 3%;Dis-3% AI:MsftAmznMeta-3%;Mtv:U-9%Rblx-5%;Arkx-3% 原物料:美鋼-5%美鋁-4%FcxBhp-3% ------ 8/1.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大震SkiL&F-4%Pfm Ebm-3%停車場Vz+9% Btc$29.2kTnx4.051Hxc-2%Eem-1.3%Gld-1%羅-0.5%納-0.4%Uso標-0.3 %費-0.1%道0.2%;韓1.3%日0.9%台0.4%滬0%港-0.3%深-0.4%國企台店- 0.7%;Cat+8%; Evb:Qs-6%WolfRivn-4%TslaAlbLit-2%Lgd+6% Semi:AmdSyna+3% 中概:NioWb-4%Li+4% 觀旅:Ccl-5%美航-4% ------ 7/31.JL世股摘:期升息尾資金濫:電池鏈衝韓鏈噴 :Ski+14%L&F+8% Btc$29.2kTnx3.935Uso+1%羅+0.7%Hxc0.2%費道0%Eem標納-0.1%;國企日+1.3%韓0.9%深港0.8%滬0.5%台台店-0.9 % Evb:PfmLgesOn Ebm寧德時代當升+3%容百松下 Nvts+4%Skiet德方納米+5%;Snap+5%,海力士-4% 原物料:美鋁美鋼+4%CvxXom+3% ----- 7/28.JL世股摘:期升息尾資金濫:中概續狗熊翻: Hxc +5.9%(週漲+14%) Iq+13%NioLi+9%Wb+6%聯想+8%;國企+2.1%滬+1.8%深+1.6%港1.4% 續瘋AI網通巨頭: Meta+4%GoogAmznNflx+3%MsftAapl+2%; AI狗熊翻Intc+7% Btc$29.5kTnx3.961 Eem+2.4%費+2.3%納+2%羅+1.3%標+1.1% Gld+0.9%道+0.8% Uso+0.5%;台店+0.9%台0.3%韓0.2%日-0.4%; Evb:Ebm+8%Pfm+5%Qs+21%TslaRivnIfnny+4%OnNvts+3%Enph-10%Sedg-5%F-4% AI.Semi:Klac+5%Amat+4%AmdQcom海力士+3% ---- 7/27.JL世股摘:期升息尾資金濫:瘋AI,能源車韓鍊大修:Ebm-17%Pfm-13%Lgc-10%SkiL&F-9%Skiet-8%Lges-7%Ssdi-6% 半導體落後股設備補漲噴:Lrcx +9%KlacAmatMu+5% Btc$29.3kTnx4.012 費+1.9%Uso+1.1% Gld-1.6%Eem-1.2%羅Hxc -1.3%道-0.7% 納標-0.6%;國企+1.9%港1.4%台店1%日0.7%台0.5%韓0.4%深-0.4%滬-0.2%; Evb:RivnEnph-4%TslaLit-3%Qs+14%Stm+5%OnIfnny+3% Semi:Asml+3%海力士+10% AI:Meta+4%MsftNflx-2%Snap-4%;Ip+5%;Ccl+3% ----- 7/26.JL世股摘:期升息尾資金濫:台股瘋AI,中股狗熊翻: Hxc+2.8%Nio+11% 能源車韓鍊作頭: Skiet+13%Pfm-6%% Btc$29.3kTnx3.851 費-1.5%Uso-0.7%納-0.1%標-0.3%道0.1%Eem0.6%羅0.7%;韓-1.7%台店-1.5%國企-0.8%深-0.5%港-0.4%滬-0.3%台-0.2%日0%;Ba+9%; Evb:Rivn+7%Gnrc+3%Sedg-6%TxnL&F-5%Nvts-4%Enph-3% AI:Semi:AmdSynaAvgoGfs-3%Mu+3%海力士+4% AI:Msft-4%Goog+6%Mtv:Snap-14%;Fii-3% ------ 7/25.JL世股摘:期升息尾資金濫:台股瘋AI,中股原物料狗熊翻:國企+5.3%港+4.1%深+2.5%滬+2.1%;中概:Jd+8%騰訊阿里+6% 能源車韓鍊續噴: Ebm+14%Pfm+10% Btc$29.2kTnx3.898 費+1.7%Eem+0.8 %Uso+0.7%Hxc標+0.3%道+0.1%羅0;台+1%台店+0.6韓+0.3%日-0.1%; Evb:NvtsSki贛鋒鋰+5%Nxpi天賜+4%寧德時代天齊鋰華友鈷當升+3%Gm德方納米-4% 原物料:美鋁+6%Ip +5%FcxBhp+4%美鋼+3%; Semi:Syna+3%NvdaAmdTsm+2%;Smci+4% Spot-14%;Rtx-10% ------- 7/24.JL世股摘:期升息尾資濫:台股瘋AI,能源車韓鍊續噴:SkiPfm+11% Ebm+6%SkietLgesL&F +5%Ssdi+4% 能源車中股鍊續崩:贛鋒鋰天齊鋰-5%;大狗熊美中概翻: Nio+13%Wb+6% Btc$29.2kTnx3.857Hxc+4.3%Uso+2.5%Eem+1.4%道+0.5%標+0.4%羅+0.3%納+0.2% 費-0.2%;國企-2.2%港-2.1%台店-0.7%深-0.6%滬-0.1%台0韓+0.7%日+1.2%; Tsla+3%,Fcx+4% Fi:BacGsJpm+2% 美航-3%,Gfs-3% ----- 7/21.JL世股摘:期升息尾資濫:能源車韓鍊續噴Pfm+6%Ebm+5%,AI:Nvda-3%QcomAsml+3%;Meta-3%Btc$29.9kTnx3.837Uso+1.4%費+1%Hxc+0.2%標道0納Eem-0.2%羅 -0.4%;國企港+0.8%韓+0.4%深滬-0.1%日台店-0.6%台-0.8%;Fcx-3% Evb:德方納米天齊鋰Alb-3%Qs-7% ----- 7/20.JL世股摘:期升息尾游資濫:財報爛:能源車鍊Tsla -10%NvtsWolf-7% OnEhph-5%;Mtv:NflxU-8%Rblx-9%;AI運力:費-3.6 %,Fii-7%Asml-6%TsmAmatAmd-5%;AI網頭:AmznMeta-4% Goog-3%Msft-2% Btc$29.8kTnx3.854納-2.1%羅-0.9%標Eem -0.7%Hxc-0.6% Uso道+0.5%;日 -1.2%深-1.1%滬-0.9%韓國企-0.3%港-0.1%台0.3%台店0.7% Evb:AlbSedgNxpi-4%PfmIfnnyStmOn-3%華友鈷+5% SkietRivn+4% Semi:SynaKlacGfsLrcxMrvl-4%IntcSwksQcom-3% 美航-6%Ccl-3% ;Gs+3%;美鋁-6%Fcx+3% ------ 7/19.JL世股摘:期升息尾游資濫;財報會盤後 Nflx-9%Tsla-2%;AI:Smci-5%;能源車鍊昨續噴今跌L&F+17%Ebm+11%Pfm+5%Btc$30kTnx3.742%Hxc+0.7%羅+0.5%道0.3% 標+0.2%納0%Eem -0.2%Uso-0.4%費- 1.1%;日1.2%韓滬0台店 -0.1%港國企 -0.3%深-0.4%台-0.7% Evb:寧德時代德方納米NvtsOn Ifnn-3% Asml-5%;Vz+5%;Bac+3%;東方外海+5% ---- 7/18.JL世股摘:期升息尾游資氾濫:續衝AI: Msft+4%Nvda+2% 領標納指創高,金融財報佳,韓源車鍊噴Ebm+17% Pfm+13%L&F+5% Btc$30kTnx3.789%Uso+2.1%道Gld+1.1%納+0.8% 標+0.7%費+0.1% Eem-0.7%Hxc-3.3%;國企-2.4%港-2.1 %台店-0.9%台 -0.6%滬-0.4%深-0.3% 韓-0.4%日+0.3% Fi:Ms+6%Bac+4%Gs+3% Evb:Ski+4%RivnSkiet+3% Nflx+6%;Ccl達航美航+3%;中概:Jd騰訊-5%Wb-4% ---- 7/17.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii-4%;中股能源車跌德方納米-8%國軒科-7%美能源衝Enph+7% Btc$30.2kTnx3.824%費2.3%羅+1% 納+0.9% 標+0.4%道+0.2% Eem+0.1%Hxc-0.2%Uso-1.3% ;台台店+0.3%滬-0.9%深-0.6%韓-0.4% Evb:On+5%NvtsSedgWolf+4%Nxpi+3%F-6%RivnSsdiGm-3% Semi:Intc+4%KlacLrcxSwks+3%GfsNvdaAmdAmat+2% Fi:WfcAig+3%Jpm+2% Vz-8%Dis-3%Ccl+3% ----- 7/14.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii+10%;能源車鍊半導體跌Nvts-6%原物料續跌美鋁-6% Btc$30.4kTnx3.819Uso-2.3%Hxc-2.2 %費-1.2%羅-1.1% Eem-0.6%納-0.2%標-0.1%道+0.3%;台店+1.6%韓+1.4%台+1.3%港+0.3%國企+0.2%滬0%日深-0.1%Eric-12% Semi:Syna-5%Mrvl-3%SwksIntc-2%; Evb:Wolf-4%GnrcAlbRivn-3%Pfm+3% U-5%;Glw-6%Mrna-4%Ccl-3%Unh-7% 原物料:美鋁-6% XomCop-3% ---- 7/13.JL世股摘:Cpi緩游資氾濫炒指飆比特幣噴Btc$31.5k;續炒AI泡: Fii+10%Smci+6%Nvda+5%創高台AI股噴,中股原物料狗熊翻德方納米+7%國企港Hxc+2.6 %Tnx3.761費+2% Uso+1.8%納+1.6% Eem+1.3%標羅0.9%道+0.2%;深+1.6%日+1.5%滬+1.3%韓台0.6%台店-0.2% Evb:Ssdi+4%LgcIfnnyStmNvtsWolfOn+3% Semi:MrvlSynaAsmlQcom+4%AmatLrcx+3%; Goog+4%U+7% 中概:Jd+6%阿里+3%;原物料:美鋁+5%Fcx+4% ----- 7/12.JL世股摘:Cpi緩市場期待續游資氾濫炒AI或能源車鍊泡續台AI股續噴,中股原物料狗熊翻Hxc+3.3%Eem+2.2% Tnx3.861Btc$30.3k費+1.9%Uso+ 1.3%納1.2%羅1.1%標+0.7%道+0.3%;國企+1.3%港1.1%韓+0.5%台0.4%深-1滬-0.8%台店-0.4%日-0.8% Evb:Ebm-5%SkietLges-3%Stm+5%RivnIfnny+4% Semi:Nvda+4%AmdTsmAsml+3%;Meta+4% 中概:Wb+5%百度+4%Fii-7%紫光-6% ----- 7/11.JL世股摘:市場慢拍者期待續游資氾濫炒AI或能源車鍊泡沫(台韓股得利),但盤面蜀中無大將,唯落後元宇宙任先鋒補漲U+10%Snap+8% Tnx3.98Btc$30.6kUso+2.3%Hxc+1.6%羅Eem+1% 道+0.9%標+0.7%納0.6%費+0.1%;韓+1.7%台+1.5%國企港+1%深+0.8%滬+0.6%台店+0.5%日0% ------ 7/10.JL世股摘:美股游資氾濫續炒股:AI半導體續衝AvgoSwks+4%;政策救市中能源車鍊狗熊翻續:當升億緯鋰德方納米+4%寧德時代天賜天齊鋰+3% Tnx4.006Btc$30.4k 費+2.1%羅+1.6% Hxc+1.2%道+0.6%標納0.2%Eem0.1% Uso-0.5%;國企港+0.6%深+0.5%滬+0.2%日-0.6%台店-0.4%韓-0.2% 台-0.1% AI:Smci+4%Goog-3%;Semi:SynaGfsIntcMu+3% Evb:Nio+8%Enph+6%RivnNxpiOnTxn+3%;Tol+3% ---- 7/7.JL世股摘:AI台股續噴光纖組裝與補漲機殼壓縮機;新布局能源車Rivn+14%Sldp13 %Wolf+8%Pfm+7% 大狗熊翻中股原料循環阿里+8%Hxc+3.2% Uso+2.2% Tnx4.05Btc$30.3k羅+1.2% Eem+1.1% 費0%納-0.1%標-0.3%道-0.6%;台店-1.3%日韓 -1.2% 國企-1.1%港0.9%深-0.7%台-0.6%滬-0.3% Smci+4%;Syna+3% Ebv:Byd-3%Alb+4% 原物料:美鋁+5%美鋼+4% 7/5.JL世股摘:作完帳憧憬財報會:半導體修正 Btc$30.4kTnx3.945 費-2.2%EemHxc-0.6%羅-1.3%納-0.2%道-0.4%標-0.2% Uso+2%Epol-4%;國企-1.9%港-1.6%深-0.9%韓-0.7%滬台-0.5%日-0.3%台店0.1% Ebv:Wolf+11%RivnNvts+4%Ebm+3%Gnrc-8%OnGgr-4%StmIfnny-3% Semi:Swks-4%KlacLrcxSynaIntcMu-3%AsmlQcomAmatGfsTsm-2% 原物料:美鋼-5%Fcx-4%;中芯-3%;U-4%;Meta+3% ---- 7/4.JL世股摘:財報會前壓賭與觀望Btc$30.8kTnx3.858Hxc+2.1%Eem+1.1%美國慶休;港+0.6%深+0.4%台國企+0.3%台店0.2%滬0韓-0.4%日-1% Ebv:Ebm+4%容百-3% ------ 7/3.JL世股摘:憧憬財報會:能源車售佳供應鏈股價鍊噴,台股續憧憬噴AI鏈夢 Rivn+17%TslaSsdi+7%Ebm德方納米+6%Pfm+5%狗熊翻中概:東方外海+6%百度+5%JdNio+4% Btc$31.1kTnx3.858Hxc+2.1%Eem+1.1%費0.8%羅+0.4%納+0.2%標0%道0Uso-0.3%;國企+2.6%港+2.1%日+1.7%韓+1.5% 滬+1.3%台+1%台店0.8% Ebv:BydLgcLges+4%LitAlbSki+3% Semi:Mrvl+3%Tsm+2%;Fii-3% ------ 6/30.JL世股摘:作帳衝巨星:Ccl+10%SmciFii+6%Nvda+4%Skiet+7%Nvts+6%;狗熊翻德方納米+20% Ggr+8%容百天齊鋰+5%; 拉科技巨頭衝指數: Aapl+2.3%AmznMeta+1.9%Msft+1.6%;Nflx+3% Btc$30.4kTnx3.819費+1.6%納1.5%標1.2%Hxc +1%Uso0.9%Eem道+0.8%Gld+0.7%羅+0.4%;深+1%韓滬台店0.6%日+ 0.1%台0國企0%港-0.1% Ebv:Sedg+6%Enph+5%RivnIfnny當升+4%Ebm寧德時代+3% ------ 6/29.JL世股摘:作帳尾:巨星Fii+4%;狗熊翻Rivn+9% 補漲Fi:Wfc+5%Gs Jpm+3%踹狗熊中股百度-5Jd-4%; Btc$30.5kTnx3.854羅+1.2%道+0.8%Uso+0.7%標+0.5%費+0.1%納0%Eem-0.5%Hxc-1.6%;日+0.1%台店+0.9%台0國企-1.5%港-1.2%滬-0.2%深-0.1%韓-0.6%;Eric+4% Semi:Mu-4%Mrvl-3% ----- 6/28.JL世股摘:作帳尾雙巴:巨星Ccl+8%Smci+4%;結帳電池鏈:Lgc-6% EbmL&F-5%SkiPfmAlb-4%大停損紫光-10% Btc$30.2kTnx3.712Uso+2%羅+0.5%納0.2%標0%道- 0.2%Eem-0.6%Hxc費-0.9%;日+2%台店+0.4%台國企0.3 %港+0.1%滬0深- 0.5%韓-0.7%; Evb:Wolf-4%SsdiLges-3%RivnNvts+5%;Fcx-3% Mtv:U+4%Nflx+3% ----- 6/27.JL世股摘:作帳尾雙巴:巨星Evb:Wolf+11% Gnrc+9%TslaNxpiNvtsTxnOn +4%;觀旅Ccl+9%達航7%美航6%AI:Smci+4%; Semi:MrvlGfsAmatLrcx+5%狗熊翻:U+15%Rblx7%; 中股Nio+11% Hxc+3.7% Btc$30.7kTnx3.768 費+3.6%納+1.7% 羅1.5%Vnq標1.2% Eem1%道0.6% Uso-2.3%;國企+2.1%港+1.9%滬+1.2%深+1%韓0日台店-0.5台-1%; Semi:SynaAsmlKlac+4%NvdaAmdAvgoSwks3% 中概:中芯+4%百度京東阿里騰訊+3%;Tol+3% 東方外海+3%;Meta+3% ---- 6/26.JL世股摘:分析師提早結帳巨星降評:Tsla-6% Ski-6%Skiet-5%AI:FII-6%Nvda-4%Meta-4%谷歌-3%暑假股:Ccl-8% Btc$30.3kTnx3.719Vnq+2.3%Uso+0.5%Eem費+0.3% Hxc+0.2%羅+0.1%道0標-0.5%納-1.2%;深-1.7%滬-1.5%台台店-0.8%港-0.5%國企-0.4%日-0.3%韓+0.5%; Evb:Wolf-3%恩捷+8%;Fcx美鋼+2%;東方外海+4% Semi:Gfs+4%QcomAmatSwks+3%;Bby+3%Nke+2%;Snap+4% ----- 6/23.JL世股摘:作帳AI巨星結帳Smci-5%續踹狗熊中概:NioJd-5%Hxc -2.7% Btc$30.6kTnx3.739費-1.8%Eem-1.5%Vnq羅-1.4%納-1%道-0.7 %Uso-0.2%;港恆國企-1.7%日-1.5%韓-0.9%;FcxBhp-3% Evb:Wolf-5%RivnIfnny-4%BydStmAlbNxpiTxn-3%Skiet+4%Gnrc+3% Semi:GfsAsmlQcom-3%Nvda-2%;Rblx-3%; ----- 6/22.JL世股摘:作帳AI巨星Tsla+2%被倒Smci+3% Btc$30kTnx3.799納+1% 費+0.6%Hxc道-0.1 %Eem-0.4%羅-0.8 %Gld-1%Vnq-1.4%Uso-3.9%;韓+0.4%日-0.9% Evb:Gnrc-5%SkietQs-4%RivnEnphSedg-3%Wolf+3%;波音-3% Semi:LrcxKlac+2% Mtv:AmznSnap+4%GoogMsft+2%;美鋁-4% Fi:MsBacJpm-2% ------ 6/21.JL世股摘:比特幣$30.2k+11%,AI巨星結帳AmdFii-6% Tsla-5%,續踹狗熊Rivn-7%Intc-6% Tnx3.723費-2.7% Hxc納-1.2%Eem標-0.5% 道-0.3%羅-0.2% Uso+1.8%;深國企-2.2%港-2%台滬-1.3%韓-0.9%台店-0.3%台0.1%日0.6% Evb:L&F- 3%NvtsWolf StmTxn-2%Skiet+3%; 中概:Jd-5%阿里-4% Semi:Gfs-4%MrvlQcomSwks-3%TsmNvda-2% Mtv:Rblx-8%U-6%CrmSnap-3%Nflx-2% ------ 6/20.JL世股摘:作帳AI巨星續衝Tsla+5%Nvda+3%也結帳Smci-4%,作帳續踹狗熊Intc-4%中概股原物料Hxc -5%Jd-7%紫光Wb- 6 %,能源大震Gnrc +8%Sedg-8%Enph-5% Btc$26.8kTnx3.79 Eem-2%Vnq-1.2%Gld-1%費道Uso-0.7%羅標-0.5%納-0.2%;國企-1.8%港-1.5%台滬-0.5%韓台店- 0.2%日0.1%深+0.3% Evb:天齊-5%NvtsTm-4% WolfGm-3%Rivn+4%; 原物料:美鋁-4%Cop -3%;U-6%;波音-3% -------- 6/19.JL世股摘,中股政策盤後續力弱,期待更多,美股資金撤巨星科技轉狗熊 Btc$26.4k;日-1%國企-0.8%港韓-0.6%滬-0.5%台店-0.2%台-0.1%台店0.1% Evb:Lges-5%恩捷-4%容百L&F-3%; 中概:紫光+4%茅台酒-3%; ----- 6/16.JL世股摘:作帳補漲狗熊翻康寧+6%,結帳巨星Smci-5%Amd-3%Nflx-3% Btc$26.3kTnx3.769Uso+1.5%Hxc-1.1%費-0.9%納羅-0.7%標-0.4% Eem道-0.3%;港深+1.1%國企0.9%韓日0.7%滬0.6%台店-0.2%台-0.3% Evb:L&F+4%EbmLgc+3%Wolf-3%;中概:紫光+4%聯想阿里+3%Nio-4%; ---- 6/15.JL世股摘:美股作帳衝科技指數重磅微軟面攤+3%,中政策救市超級無敵大狗熊中電池鏈啟翻:寧德時代億緯鋰+8%國軒天賜+7%恩捷+6%Btc$25.6k Tnx3.742Uso+2.6%Hxc2.1%道+1.3%標1.2%納+1.2% Eem0.9%羅0.8% Gld0.7%費-0.9%;國企3%港+2.2%深1.8%滬0.7%台0.6%台店+0.3%日-0.1%韓-0.4 %Ggr-4% 中概:Nio+8%Jd阿里+5%; 消旅:CclBby+3% Evb:當升德方納米+ 5%容百Byd+4%贛鋒鋰天齊鋰Rivn+3%Nvts-4% Wolf-3% Semi:AmdSyna-2% ----- 6/14.JL世股摘:央爸如預期不升息,作帳:衝巨星Nvda+5%Avgo+4%狗熊翻Intc+5%韓飆股巨星電池鏈提早結帳: Ebm-10% L&F-9%Pfm-5% Btc$26kTnx3.788Hxc2.3%費+1.5%Eem0.7%納0.4%標0.1%Uso- 0.5%道-0.7%羅 -1.2%;日+1.5%台0.1%深+0.3%滬 -0.1%台店-0.3%港國企-0.6%韓-0.7% Evb:RivnSedgGnrc德方納米-4%LgesWolf-3% 中概:Li+7%;U+6%; Nke+6%;Amd+2% ------ 6/13.JL世股摘:央爸會股續通膨緩,佈道會不佳Amd-4%;作帳:續衝巨星日美股與NvdaTsla+4%作帳漫延狗熊翻中概原物料Qs+14%Rivn+9% WolfTm美鋼+6%銅Fxc美鋁+5%Uso +3.2%;中概:百度聯想Nio+6%中芯+5%; Btc$26kTnx3.839 Hxc2.2%費羅1.2% Eem1%納0.8%標+0.7%道0.4%;日+1.8%台+1.5%台店+1.3%深+0.8%港0.6%國企0.5%韓0.3%滬+0.2% Evb:EbmAlbGnrc+5%Nxpi+4%Skiet-4%德方納米-3%;Cat+3%;海力士+4% Bnt+5%Mrna+4%;Ccl+4%德航+4%;U +7%,Smci-6% ----- 6/12.JL世股摘:作帳衝巨星半導體:AvgoIntc Nvts+6%Gfs+5%TsmSyna+4%費半+3.3%Ccl+13% Btc$25.9kTnx3.765納+1.5%標+0.9%道+0.6%羅0.4%Eem0.2%Hxc-0.1%Uso-4.3%;深0.7%日+0.5%台0.4%韓台店-0.5港0.1%滬國企-0.1% Evb:Skiet+5%StmL&F+4%WolfIfnny+3% Semi:AmdMrvlAmatQcomMu+3%;Amzn+3% 中概:Nio+9%;美航+4% ------ 6/9.JL世股摘:作帳衝巨星Tsla+4%日股+2%狗熊翻海力士+5%新品會前先衝 Amd+3%Btc$26.7kTnx3.765Eem+0.5%費+0.3%納+0.2%Hxc+0.3% 道標0.1%Uso羅 -0.8%;韓台店+1.2%台0.9%滬0.5%港0.3%深0.1%國企0% Evb:Gm+4%SkietLgesF+3%Enph-4%;Glw+3% Semi:TsmAmd+3%;Smci+3%;NflxCrm+3% 中概:紫光+6%Wb-3% -------- 6/8.JL世股摘:作帳衝巨星熊翻:Smci+ 6%Tsla+5%東方外海+5%Btc$26.5k Tnx3.714Hxc+1.6%Gld+1.3%費+1.1%納+1% Eem+0.7%標+0.6%道0.5%羅-0.4%Uso-1.9% ;台台店-1.1%日-0.9%韓-0.2%滬0.5%港0.3%深+0.1%國企0% Evb:Wolf+4%StmNvts+3%SkietL&F-4%;Amzn+3% Semi:NvdaAmd+3%Mu-3%;Ba+3% ---- 6/7.JL世股摘:元宇宙股崩電池供應鏈韓大漲中大跌小股補漲羅+1.8% Btc$26.4kTnx3.784 Uso+1.4%道0.3%納-1.3%Hxc-0.9%Eem標-0.4%費-0.3%;台店+1.3%台國企1%港0.8%滬0.1%深-0.6%日-1.8% 元宇宙:AmznGoog -4%Rblx-7%MsftMetaCrmSnapU-3% Evb:EbmL&FF+5% GnrcWolf+4%LgcSkiSsdiAlbGm+3%德方納米-6%寧德Rivn-5%Skiet-4% Semi:Amd-5%Nvda-3%Gfs+3%;Gs+3%;Cat+4%; 原物料:Ip+4%Cop +3%;東方外海+3% ---- 6/6.JL世股摘:中小股指羅指補漲羅+2.7%Amd+5%比特幣中概股彈Hxc+3.8%Btc$27.2k+6%Tnx3.699Eem+0.9% 費+1.3%納+0.4%標+0.2%道0Uso-0.4%;日+0.9%台0.3%國企0.2%台店-0.4%港-0.1%滬-1.2%深-1.6% Semi:Intc+4%Qcom+3%;Ccl+4% Evb:Gnrc+4%AlbGmNxpiOn+3%天齊-4%;Tol+5% 中概:Li+6%百度+4% Fi:MsAig+3%Bac+2% ---- 6/5.JL世股摘:電腦展後運力股回吐中股熊翻未續日經衝+2.2%加密幣回Btc$25.7k-5%Tnx3.693 費-1.6%羅-1.3%道 -0.6%Hxc-0.5%Uso標- 0.2%納-0.1% Eem0;台店+0.9%港0.8 %國企0.6%韓+0.5 %台+0.1%深-0.5% Semi:Intc-5%SynaGfsMrvl-4%Qcom-3%;Hpq-4% Evb:寧德-4% NxpiTxn-3%松下+5%Enph+3% 中概:中芯+6%;U+17% ----- 6/2.JL世股摘:電腦展尾聲輪中概原物料狗熊噴電池鏈噴債限假議題解美股噴: 國企+4.5%港恆+4% 美鋁+7%美鋼+6%Fcx+5% CatSkiet天齊+8% Alb+7%華友鈷+6%LgcByd+5% Tnx3.691Btc$27.2k羅+3.6%Hxc+ 2.9% Uso+2.6%道+2.1% Eem+1.7%標+1.5%納+1.1%;台店0.7%深+1.5%韓+1.3%日台+1.2% 中概:阿里Jd +7% 騰訊+6%;Avgo+3% 原物料:Bhp+4%Cvx+3% Fi:WfcBacMsAig+3% Evb:Pfm松下TmGm+4%Tsla+3% ------- 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % ----- 5/25.電腦展魚尾恐慌趕頂Nv財報噴半導體AI泡泡,提款機:能源公用中概重磅股:費+6.8%Nvda+27% Smci+23%Tsm+12%Amd+11%Mrvl+8%AsmlAvgo+7%Tnx3.814Btc$26.5k 納+1.7%標0.9%道-0.1% Eem-0.2%羅-0.7% Gld-1%Hxc-2.2%Uso-2.4%;國企-2.2%港-1.9%韓-0.5%深台店-0.2%滬-0.1%日0.4%台0.8% Semi:AmatKlac+6%Mu+5%Intc-6%;Msft+4% 消旅:BbyCcl+3%達航+4%Mrna-4%;Tol+5% Evb:Byd-5%德方納米-4%AlbL&F-3% 中概:WbNio-5% Jd-4%騰訊阿里-3%中芯+6% ----- 5/24.電腦展股盤後先噴Nvda+25%;債限續震中股原物料銅車概股金融股疫情股走跌Nvts-21% StmIfnnyNxpi-5% Fcx銅-4%Mrna-4% Btc$26.3kTnx3.719 Uso+1.2%Hxc-2.2%費-1.7%羅-1.2%道EemGld-0.8%標-0.7%納-0.6%羅-0.4%;國企-1.9%港-1.6%滬-1.3%日-0.9%深-0.8%台店-0.3%台-0.2%韓0 中概:Nio-9%聯想-8% Evb:Sldp-4%OnQs恩捷GmF-3% 原物料:Bhp美鋁-4% Semi:SynaGfs-3% 疫苗:MrnaBnt-4% 觀旅:Ccl達航-3% ---- 5/23.債限續震電池鏈續衝L&F+5%Alb+4%Wolf+8%疫情Mrna +9%Bntx+8% Btc$27.2kTnx3.698 Uso+1.5%Hxc-2.4%Eem-1.6%納-1.3%費-1.2%標-1.1%道-0.7%羅-0.4%;滬-1.5%國企-1.4%港-1.3%深-1%日-0.4%台0韓0.4%台店0.9% Evb:Nvts+4%PfmLgcEbmLges+3%Sedg-3% Semi:Intc-3%Asml-2% 中概:Wb-4%百度-3%中芯-6%;Aig+3%;U-6% 原物料:Cvx+3%Fcx-3% --- 5/22.鋰新創電池噴Sldp+18%Qs+12% 韓電池鏈衝電腦展股中概股振債務上限假議題Btc$26.9kTnx3.719Hxc+2.1%羅+1.2%Eem+0.8%納+0.5%費0.4%標Uso0道-0.4%;日+0.9%國企+1.5%港+1.2%台店0.9%韓0.8%滬0.4%深0.3%台0Evb:Nvts+8%Rivn+6%L&F+6%TslaWolfSkiet+5%Ebm+4%Gnrc+4%Byd+3% 中概:Nio+8%茅台酒+3%;Pfe+5%;Semi:AmdMrvl+2%Mu-3% ---- 5/19.債務上限假議題振Btc$26.9kTnx3.705Hxc-0.8%費羅-0.6%道-0.3%納Uso-0.2%標-0.1%Eem+0.1%Gld+1%Hxc-3.5%;日+0.8%國企-1.8%台+1.1%港-1.2%韓+0.9%滬+0.4%台店+0.3%深-0.1%Evb:L&F-6%GnrcSki-3%;Mtv:Rblx-5%U-4% 中概:阿里-6%Jd-5%; 消旅:NkeBbyCcl-3%
------- 5/16.電腦展新品股衝金價比特幣原料能源跌Smci+6%Amd+4% Nvts+20%Ggr-5%Btc$27kTnx3.549Vnq-2.5%羅-1.4%Gld-1.3%道-1%EemUso-0.7%標-0.6%Hxc-0.5%納-0.2%費-0.1%深-0.7%滬-0.6%韓港0%國企+0.1%日+0.7%台+1%台店+1.3% Evb:EnphWolf-5%GnrcSedg-4%RivnF-3%;Swks-3% 中概:Jd百度+4%Nio-4% Mv:U-5%Goog+3% Cm:FcxBhpXomCvxCopAaX-2%;NkeBby-3% ----- 5/15.中股彈小寬鬆,電腦展股衝大狗熊翻:汽車電池鏈與記憶體:贛鋒鋰+9%天齊鋰+10%德方納米+7%Alb+6%Mu+5% Btc$27.5kTnx3.506Hxc+3.6%Uso+2.1%費+2%羅+1%納+0.5%標0.2%道0.1%;深+1.6%港恆國企+1.8%深+1.6%滬+1.2%日+0.8%韓+0.2%台店-1%台-0.2%Ggr+4% Evb:Nvts+8%Wolf+6%億緯鋰天賜+5%恩捷中偉華友鈷Gnrc+4%Lit Sedg+3% 中概:百度Wb+6%騰訊+4%; Ccl+5% ;Wfc+3% Semi:Mu+5%MrvlLrcx+4%AmatSynaKlac+3% Cm:Aa+4%Fcx+3% ---- 5/12.雙巴盤U-9% Btc$27k Tnx3.463 Hxc-2.9%Uso-1.9% Eem-1.2%納-0.4% 費標羅-0.2%道-0%; 深-1.2%滬 -1.1%港韓-0.6%國企-0.5% 台-0.1%台店+0.6% 日+0.9% Evb:Rivn-7%Skie華友鈷-3%Tsla-2% L&F+3%Enph+4%;Ccl-4% 中概:Jd+7%Nio-6% ---- 5/11.續狗熊翻電池鏈德方納米+10%銅續大跌Fcx-5%Dis-9%Btc$27k Tnx3.397Uso-1.8%Gld-0.9%羅-0.8%道-0.7% 費-0.6%Eem-0.4%標-0.2%納+0.2% Hxc+3.8%;台店 -2.1%台-0.8%滬 -0.3%韓-0.2%港-0.1%日深0國企0.2% Mtv:U+13%Goog+4% Evb:EbmL&F-4%NvtsWolfLgc-3%寧德天齊鋰+3%國軒+5%松下+6% Semi:Intc-4%Syna-3%Mu+3%;Bhp-3% 中概:百度阿里LiNio+4% ---- 5/10.鋰續大狗熊翻:天齊鋰+11%Btc$28.2k Tnx3.439費納+1%羅+0.6%標+0.5%Hxc+0.4% Uso-0.7%Eem道-0.1%;國企-0.8%港-0.5%滬-1.2%台-0.6%韓-0.5%日-0.4%台店0深+0.1% Mtv科技巨頭:Rblx+ 7%Snap+5%Goog+4% Evb:天賜+6%當升+4%Sedg寧德時代+3%Ski-5%Pfm-3% Semi:Klac+3%AmdAsml+2%;銅Fcx-3% 中概:紫光-3%Li+14% ---- 5/9.鋰狗熊翻Alb+5% Btc$27.6kTnx3.521 Hxc-2.2%費-1.9% Eem納-0.6%標-0.5%羅-0.3%道-0.2%Gld+0.7%Uso+1%;國企-2.4%港-2.1%台店-1.4%滬-1.1%深-0.9%韓-0.1%台+0.1%日+1% Evb:Enph德方納米容百中偉當升恩捷 -3%EbmL&F-2%Ggr-5% Semi:Gfs-9%Swks-5% 中概:紫光-7%Wb騰訊-4%阿里-3% ------ 5/8.雙巴盤Amd+6% Btc$27.6kTnx3.521Uso+2%費+0.6%納+0.2%標Eem+0.1%Hxc-0.1%道-0.2%羅-0.3%;滬+1.8%國企+1.5%港+1.2%台韓+0.5%深+0.4%台店+0 Evb:Pfm-5%EbmGnrc-3%Nvts+6%AlbSki+3% 觀旅:Ccl+6%美航+4% Mtv:U+7%Nflx+3+ 中概:紫光4%Li+3% ----
5/5.能源車半導體金融蘋果油原料觀旅領彈輪衝科技重磅股NvtsAig+8%Ccl+7%Tsla+6%AaplGnrc+5%Uso+3.8% Btc$29.5kTnx3.446羅+ 2.4%納費+2.3%標+1.9 %Eem+1.3%Hxc+1%Gld-1.6%;國企+1.2%港+0.5 %台店+0.3%台+0.1%深-0.8%滬-0.5% Evb:Gm+5%SedgOnF+4%StmTxnEnphLit+3% Semi:NvdaAmdMrvl+4%SynaLrcxAvgoKlac+3%觀旅:Dis美航達航+3% Mtv:U+7%Aapl+5%Snap+4%;中概:紫光中芯-3%Cm:Bhp+5%FcxBpAaXomX+3%;Fi:Wfc+3% -----
5/4.金融股續跌雙巴Amd+6%Btc$28.9kTnx3.35羅-1.2%道-0.9%標-0.7%UsoGld+0.7%費納-0.5%Eem+0.8%Hxc+1.8%;國企+2%港+1.3%滬+0.8%台店+0.5%台+0.4%韓0深-0.6%Evb:SedgWolf+7%Gnrc-5%StmIfnny德方納米-3% Fi:Wfc-4%AigBacMs-3% 中概:Nio+6%Li+5% 觀旅:DisDal-3% Semi:Syna-16%Qcom-6%Swks-3% Cm:X-4%Fcx-3% -----
5/3.油續跌比特幣強 Smci+24%Gnrc+12%Uso-4.4%Btc$29.2kTnx3.403費-1.3%道-0.8%標-0.7%納-0.5%HxcEem-0.2%羅+0.4%;國企-1.4%港-1.2%韓 -0.9%台店台-0.5% Evb:Skit+6%Nvts+4%Enph+3%Ebm-7%Wolf-5%LgesL&F-4%Lgc-3% Semi:Amd-9%Qcom-3%Intc+3%;紫光-3%原料:美鋼-4%Cop-3% ----
5/2.油領原料股能源股崩區域銀Pmi差中概大跌Uso-5.3%EnphSedg-5%Hxc-3.6%Btc$28.6kTnx3.439羅-2.1%標-1.2%納道-1.1%Eem-1%費-0.8%Gld+1.9%;台店+1.5%韓+0.9%台+0.4%港+0.2%日+0.1%國企-0.3%Cm:Bp-9%CvxAaXomCop-4%IpFcx-3% Fi:Wfc-4%Bac-3%Evb:Pfm+5%SkiNxpi+4%:天齊鋰+6%;Avgo-4% 中概:NioWbYy -5%Li-4% Mtv:U-6%RblxSnap-5% ----
5/1.作完帳比特幣等拉回,期待升息尾 Btc$28.1k-4%Tnx3.574Ggr-3%Uso-1.4% 費+0.8%Hxc+0.4%羅0%標納道-0.1% Eem-0.3%; Evb:Qs-7%Alb-4% Sedg-3%On+9% Semi:Nvda+4%Qcom+3%Mu-3%Intc-2% Mtv:Amzn-3%;Xom-3%;Fi:Ms-2%Jpm-2%;Ccl+3% ----- 4/28.結帳拉抬後等升息 Btc$29.3k+3%Tnx3.452 Uso+2.6%費+1.8% Hxc+1.7%羅+1%標道+0.8%納+0.7% Eem+0.5%;台店+1.6%日+1.4%台滬深+1.1%國企+0.4%港+0.3%韓+0.2% 中概:紫光+7%中芯+4% 觀旅:美航+6%Ccl達航Dis+3% Evb:TslaGnrcOn+3%Ski-3%L&F-4%恩捷華友鈷德方納米-5% Semi:IntcMu+4%Qcom+3% Mtv:Snap-17%Amzn-4% ----- 4/27.作帳衝重磅科技股比特幣/電池豬頭盤鋰打底Wolf-20%Meta+14%Ebm+11%Gnrc+7%Epol+5% Btc$29.5k+3%Tnx3.528納+2.4%標+2%Hxc+1.7% 道+1.6%Eem+1.4%羅+1.2%Uso+0.6%;滬+0.7%台店+0.5%韓港+0.4%深國企+0.3%台日+0.2% 作帳重磅科技股: Amzn+5%Goog+4%MsftAapl+3% Evb:L&FRivn+5%TslaSedhLges+4%Alb贛鋒鋰+3%Stm -7%On-5%Nvts德方納米-4% 中概:紫光-5%NioLi+4% Semi:Klac+8%Lrcx+4%Asml+3%Syna-3% Fi:Aig+3%MsTrv+2%;XhbTol+3%;Vz:+5%;Cat-3% 國際紙業-4% ----- 4/26.作帳尾雙巴盤續: 億緯鋰能+11% Msft+7%Enph-26% Btc$29.4kTnx3.432 Uso-3.3%Hxc+1%費Eem+0.6%納+0.5%標-0.4%道-0.7%羅-0.9%;國企+0.8%港+0.7%深+0.3%;台店+0.1%台0%滬-0% 韓-0.2%日-0.7% Evb:華友鈷天賜+7%德方納米恩捷+6%中衛寧德時代+5%當升容百+4% AlbStm贛鋒鋰+3% TslaEbmPfmBydL&F-4%Gnrc-9%Sedg-10% Semi:Mu+5%MrvlNvdaAmd+3% 中概:紫光-10%Wb-4% 軍工:RtxLmt-3% ----- 4/25.小飆股參墓碑:德方納米-15%Nvts-12%費-3.4%Uso-2.4%Hxc-3.1%Btc$28.3kTnx3.396羅-2.4%納-2Eem-1.9%標-1.6%道-1%;台店-2.5%國企-2%港-1.7%台-1.6%深- 1.5%韓-1.4%滬-0.3% 日+0.1% Evb:贛鋒鋰天齊鋰-8%華友鈷Ebm SkietWolf-6% 中偉當升恩捷OnL&F-5 %PfmAlbTxnGm天賜 容百-4%SsdiIfnny LitStm-3% 原料:美鋁-6%Fcx國際紙-5%美鋼-4% 中概:中芯-6%百度Nio-5% Semi:Mrvl-5%AmdSwksGfsSynaKlac-4%AsmlNvdaTsmQcomLrcx-3% Mv:U-5%Rblx-4%Amzn-3%;Fi:Db-6%Bac-3% 旅消:Tgt美航-4%Ccl達航-3% ---- 4/24.基金半年報結帳尾 Btc$27.5kTnx3.515Hxc-2.4%費-0.5%納-0.3%Eem羅-0.2%標0.1%道0.2% Uso+1.5%;台店+0.8%台+0.2%日+0.1%國企-0.5%港-0.6%韓-0.8% 滬深-0.8%Ggr-4% Evb:Alb+6%Byd+4%F+3%華友鈷-7%Nvts-6% L&F-5%Pc德方納米天齊鋰-4%容百中偉-3% Semi:Mu-3%Intc-2% ---- 4/21.比特幣電池鍊續跌法人尾拉平Tsm-4%Alb-10% Btc$27.3kTnx3.57Hxc-1.8%Gld-1%Eem-0.9%費-0.8%納羅標道+0.1% Uso+0.9%;深-2.5%台店-2.2%滬-2%國企-1.9%港-1.6%台韓-0.7%日-0.3% Evb:EbmPc-7%Lgc-4%BydLit-3%;Amzn+3% 中概:中芯-9%紫光-5% 原料:美鋁-6%Fcx-4%美鋼Bhp-3% ----- 4/20.特斯拉毛率股價崩電池鍊崩半導體設備彈Tsla-10%Uso-2.5% Btc$28.3kTnx3.545Hxc-1.5%納-0.8%標-0.6%羅-0.5%道-0.3% Eem-0.2%費0 Gld0.4%;日+ 0.2% 國企港+0.1%滬-0.2%台深-0.4%韓-0.5%台店-1.9% Evb:Skiet-9%L&F-8%天齊鋰-6%Alb Rivn德方納米-5% RivnStmGm寧德時代恩捷天賜國 軒-4%OnIfnny-3% 中概:紫光+7%中芯+6%NioLi-6% Semi:Lrcx+7%AamtKlac+4%Tsm+2%Mrvl-4%Nvda-3%;Snap-8%;Vz-4% 觀消:Ccl-5%達航-4% --- 4/19.連日開低走平雙巴盤續韓電池鍊飆鎖碼股續輪噴比特幣轉跌Ggr+5.7% Btc$28.7k-5%Tnx3.602Uso-2%Hxc-1.7%費Eem -1%Gld-0.5%道 -0.2%納標0羅+0.2%;國企-1.6%港 -1.4%滬-0.7%台深- 0.6%日-0.2%韓0.2 %台店0.1% Evb:Skiet+11%Pc+8%L&F+4%Rivn-5%Lgc-4%恩捷On -3% 中概:Nio-7%JdLi-3% Semi:AsmlMrvlKlac-3%F-4%;Nflx-3%;Fi:Trv+6% ----- 4/13.Ppi後續預期利率到頂美元續回非美元幣股美指權值股比特幣黃金續強,Btc$30.4k納+2% Tnx3.452Hxc+1.6%EemGld+1.4%Eza+4.1%Ewy+3%羅標+1.3%道+1.1%費+0.7%Uso-0.9%;韓+0.4%日+0.3%港+ 0.2%國企+0.1%滬- 0.3%台店-0.5%台-0.8%深-0.9% Evb:Sedg+8%Enph+7%TslaStmLgcIfnny天齊鋰+3%Ebm-3% Gpt:AmznNflx+5%AmznAaplMeta+3% 原料:Fcx+5%美鋁+3%;Lgd+5% Vm:MrnaBnt+3% 中概:紫光-8%中芯-3% ----- 4/12.CPI後美股跌,韓擴廠利多出電池鍊止噴轉跌 Btc$29.9kTnx3.421 Hxc-3.9%費-1.8%納-0.9% 羅Eem-0.7%標-0.4%道-0.1% Uso+1.9%;日+0.6 %台店滬深+0.4%韓台0.1%港-0.9%國企-1.2% Evb:L&F-7%Ebm-6%Ski-5%LgcRivnWolf恩捷德方納米-4%TslaLges-3% 中概:紫光中芯+6%騰訊Nio-5%Jd-4%阿里貴州矛台酒-3%;U-6% 觀旅:美航-9%Ccl Tgt-4 %Bby-3% Semi:TsmSynaAmatQcomMu-3% ----- 4/11.觀望CPI,Btc續望Btc$30.3kTnx3.434 Uso+1.9%羅+0.8% Eem+0.6%道0.4 %Hxc+0.2%標0%納-0.4%費-0.6%;韓+1.4%日+1.1%港國企+0.8%台店0.7%台0.2%深0.1%滬-0.1% Evb:Lgc+7%天齊鋰+6%華友鈷贛鋒鋰Ski+3% 原料:Bhp+4%美鋼Fcx美鋁+32% Cat+2% 中概:Nio+5%中芯-3%百度-4%;Syna-3% Gpt:MsftAmzn-2% ----- 4/10.韓車電池鍊續噴中芯美光噴,Btc比特幣站上$29.1k+4%,Ebm今年+213%,Tnx3.408費+1.8%羅+1%道0.3%Eem標+0.1%納-0%標-0.2% Uso-0.7%Hxc-0.9%;韓+0.9%台店+0.6%日+0.4%台+0.3%滬-0.4%深-1% Evb:Ebm德方納米+14% Ski+8%當升+7%恩捷+6%Lgc+5%天賜+4% PcLgesOnAlbNvts寧德時代Enph+3%天齊鋰-8% 中概:中芯+12%紫光-9%Jd-5%百度-4% Semi:Mu+8%AmdLrcxMrvl+3%;Cat+3% ----- 4/7.復活節假 Tnx3.228Btc$27.9k;韓+1.3%深0.7%滬+0.5%台店+0.4%台日+0.2% Evb:EbmSki+4% ------- 4/6.科巨頭穩Gpt Tnx3.296Btc$28.1kHxc+1.5%納+0.8%Eem標+0.4 %羅+0.1%Uso道0費-0.5%;韓-1.4%日 -1.2%台店-0.4%台 -0.2%滬深0港國企+0.3% Evb:Skiet+7%Ebm+5%Ggr+4%容百+3%Ssdi中偉L&F-4%天齊鋰-3% Semi:Mu海力士+5%Gfs三星電+3%;中芯+8% Gpt:Goog+4%Msft+3% ----- 4/5.GPT爆雷-C3.ai大跌-26% Tnx3.287Btc$28k Hxc-2.7%費-1.8% 納-1.1%羅-1% Eem-0.8%標-0.3%道+0.2%Uso0 Ggr-4%;日-1.7%韓+0.6% Evb:Ssdi+7%Ebm+5%L&F+4%Pc+3%TslaWolfEnph-4%Sedg-5%AlbNvts-6% 中概: Wb-4%LiNio-3% Semi:Gfs-5%AmdKlac-3%SynaTsmLrcx-2% Mtv:SnapU-6%Amzn-3% ---- 4/4.C3.ai盤前大跌 Tnx3.346Btc$28k費羅-1.8%Hxc-1%標道-0.6%納-0.5% UsoEem0Gld+1.9%;國企-0.9港-0.7% 深-0.5%滬+0.5%日+0.4%韓+0.3% Evb:Skiet+13%Gnrc-6%Wolf-5%天齊鋰贛峰鋰中偉AlbL&F-4%EbmSsdOnNxpi寧德時代德方納米-3% 中概:紫光+7%中芯+4%Nio-4% Semi:Syna-5%MuMrvl-4%LrcxSwks-3% 原料:美鋼-6%美鋁Bhp-3%;Cat-5%; Fi:Ms-3%WfcBacTrv-2% ----- 4/3.原油回噴韓特斯拉鍊續噴國債率續跌債價續漲 Tnx3.43Btc$27.9kUso+5.8%Gld道+1%標+0.4% Eem+0.2%羅-0%納-0.3%費Hxc-0.9%;深+1.1%滬+0.7%日+0.5%港+0%韓-0.2%國企-0.4%Ggr-4% Evb:Skiet天齊鋰+7%Pc+6%L&F+5%容百+4%Ebmc贛鋒鋰+3%Tsla-7% WolfEnph-4% 中概:紫光+10%中芯+8%Nio-7%Wb-5 % 原料:Cop+9%Xom +6%Bp+5%Cvx+4% Semi:MrvlSyna-3% Lmt+3%Rtx+3% ----- 3/31.PCE佳衝季底Tnx3.494Btc$28.5k 羅+1.9%納Uso+1.7%標+1.4%道+1.3%費+0.7% Eem-0.2%Hxc-0.7%;韓+1%日+0.9%深+0.8%國企+0.7%港+0.5%滬+0.4%台店+0.2%台+0.1% Mtv:U+11%Rblx+4%SnapGoog+3% Evb:Rivn+8%Tsla+6%L&F+6%Nvts+5%Pc+4%SkiGrnc天齊鋰-4% 中概Jd+5%阿里+4% Semi:Mu-4%;Mrna+4% ------ 3/30.季底韓電池鏈續噴Hxc+2.4%Uso+1.8%Tnx3.551Btc$28k費+1.6% Eem+1% Gld+0.9%納+0.7%標+0.6%道+0.4%羅-0.2%;台店+0.9%滬+0.7%國企港+0.6%台+0.5%韓+0.4%深+0.2%日-0.4%;Eric+6% Evb:Ski+14%Ifnny+6%Skiet+5%BydL&F+3%Ebm-3%;Bhp+3%;東方外海+3% 中概Jd+8%Nio+6 %紫光-5%;Ccl+3% Semi:LrcxAsmlKlac+3% ----- 3/29.季報作帳尾阿里IntcMu大狗熊翻 Btc$28.4k+4%Tnx3.566費+3.3%納+1.8%標+1.4% 羅+1.1%道+1%Hxc+0.6% Eem+0.3%Uso-0.6%;國企+2.2%港+ 2.1%日+1.3%韓台+0.4%深-0.1%滬- 0.2%台店-0.3% Evb:Rivn+10%Nvts+7%EnphSedgWolfGgr恩捷 +5%StmOnEbmGmF+4%BydIfnnyNxpiAlbLit天齊鋰+3% Semi:Intc+8%Mu+7%LrcxMrvl+6%Gfs+5%SynaKlac+4%AsmlAmatQcom+3%Tsm+2% 中概:阿里+12%Nio+7% Mtv:U+5%AmznRblxNflx+3% 旅:Ccl+5%Ua+4%美航達航+3%;Fcx+3%;Aig+3% ----- 3/28.中概反攻季作帳尾 Btc$27.3kTnx3.564Hxc+3.5%Eem+1.4%Gld+0.8%Uso+0.6%羅道-0.1%標-0.2%納-0.5%費-0.9%;港+1.2%韓國企+1.1%日+0.2%台店-1.4%台-0.8%深-0.7%滬-0.2% 中概:Li+7%Wb+5%騰訊百度+4%;Snap-6% Lgd+9%;Ccl+6% Evb:Nvts-6%L&F-3% Semi:AmdGfsLrcx-2% ---- 3/27.韓能源車供應鏈飆油價金融股大彈Btc$27.1k Tnx3.528+4%Ggr+6.5%Uso+5.2%羅+1.1%道+0.6%標+0.2%Hxc費-1.2%Eem-0.9%納-0.5%;國企-2.2%港-1.8%台-0.5%滬-0.4%韓-0.2%日+0.3%台店+0.2%深+0.1% Evb:L&F+11%Nvts+6%Ski+5%On-3% Fi:Bac+5%WfcJpm+3%;Ibm+3%;Bp+3%;Goog-3% 中概:Jd騰訊-4%紫光-3%;Ccl-5% ------- 3/24.能源半導體領回 Btc$27.5kTnx3.38費-1.7%Hxc-0.9% Eem-0.3%納+0.3%道+0.4%標+0.6%羅+0.9%Uso0;港-0.7 %滬國企-0.6%韓- 0.4%日-0.1%台店+0.5%台深+0.3% Evb:L&F+7%Gnrc+4%Nvts-6%IfnnyEbmEnphOn-4%LgcWolfNxpi-3% 中概:聯想+8%百度+4%中芯-4% Semi:LrcxKlac-4%MrvlAmatAsml-3% 3/23.央爸稱升息尾,次日拉高再殺尾中概衝作帳?Btc$28.4kTnx3.406Hxc+2.9%費+2.7%Eem+1.4% 納+1%標+0.3%道+0.2%羅-0.4%Uso-1%;國企+3%港+ 2.3%台+0.7%台店深滬+0.6%韓+0.3%日-0.2% 中概:聯想+11%Wb騰訊+8%紫光+6%阿里+4% Evb:Ebm+10%L&F+4%OnWolfStmIfnnyNxpi+3% Semi:MuMrvl+5%Asml+4%AmatSynaLrcxAmdNvdaIntc+3% Mtv:Nflx+9%SnapU+3%;Ccl+3% ----- 3/22.升息1碼殺尾 Btc$27.3kTnx3.5 羅-2.8%Hxc標-1.7 %納道-1.6%費-0.8 %Eem+0.4%Uso+0.6%;日+1.9 %港+ 1.7%台+1.6%台店+1.5%國企+1.4%韓+1.4%深+0.6%滬+0.3% Fi:Aig-5%WfcBacTrvJpm-3%;Mtv:U-5%RblxNflx-4%Snap-3% Evb:L&F+6%Lges+5%EbmSkietLgc+4%SkiTianqi+3%TslaAlbOnGm-3%WolfGnrcNvta-4% 旅消:Nke-5%美航波音-4% 中概:紫光+5%阿里+3% ----- 3/21.金融股領噴特斯拉元宇宙領反彈 Btc$28.1kTnx3.606UsoHxc+2.4%羅+1.9%納+1.6%標+1.3%道+1% Eem+0.9%費+0.1%;港+1.4%國企+1.3%韓+0.4%台滬+0.6%台店+0.3% 深-0.3% Evb:Nvts+10%Sedg+9%TslaEnph國軒科+8%RvinF+5% AlbGm寧德+4%華友鈷恩捷+3% Mtv:Snap+7%U+6%Goog+4%Amzn+3% 旅消:Ccl+6%Nke+4%達航+3%;Nio+6% Fi:Aig+5%Ms+4%BacWfcJpmGs+3% 原料:美鋁美鋼XomCop+4%Bp+3% Semi:Tsm+3%Amat-3% ----- 3/20.瑞信事件反彈 Btc$27.8kTnx3.81Uso+1.9%道+1.2%羅+1.1%費+1%標+0.9%Eem納+ 0.4%Hxc-1.1%;港-2.7%國企-2.2%日-1.4%韓-0.7%滬-0.5%深-0.3%台-0.2%台店+0.6% Evb:LgcByd-3%天賜+3%Enph+5%;Msft-3% 原料:美鋼+4%Fcx美鋁+3% ;Aig+3%;Nio+6% ---- 3/17.瑞信事件漣漪 Btc$27.2kTnx3.395-5% Gld+3%羅-2.6% Uso -2.3%道-1.2% 標-1.1%納-0.7%Eem-0.6%費-0.5%Hxc-0.3%;國企+2.1%台店+1.7%港+1.3%台+1.5%日+1.2%韓+ 0.8%滬+0.7%深+0.5% Evb:Enph-9%Ebm-7% SedgPcL&F-6%LgesLgc NvtsGmF-4%容百+4% Fi:Aig-6%WfcTrvBacJpmGs-4%Ms-3%;Ccl-5% Mtv:Meta-5%SnapRblx-4%;中芯+10%百度+6% --- 3/16.央行救市瑞信+19%比特幣半導體納指權值股領衝作帳Btc$25kGgr+5% Tnx3.585費+4.1% Hxc納+2.5%法+2%標+1.8%德+1.6%羅Eem+1.5%道1.2 %Uso0.1%;港-1.7% 深-1.5%國企-1.2 %滬台-1.1%台店-1 %日-0.8%韓-0.1% Semi:Amd+8%Mrvl+7%LrcxIntc+6%KlacNvdaMu+5%QcomSwksAmatAsml+4%Tsm+4% Mtv:Snap+7%Rblx+6%Goog+5%AmznMsftMeta+4%Nflx+3%;Aig+5% Evb:Pc+12%Nvts+10%L&F+6%NxpiOn+3%Sedg-7%天賜高軒中偉鋰天齊鋰-4%贛鋒鋰-3% 中概:百度+4%NioLi+3%;旅消:CclBa+3% ----- 3/15.瑞信案歐股重挫瑞央行介入,油原物料金融旅消領跌:英-3.8%法-3.6%德-3.3%瑞信-24%瑞銀-9%Uso-4.6%Hxc-2.4% Btc$24.4kTnx3.492-4%Eem羅-1.7%費-1.1%道-0.9%標-0.7%納-0.8%;國企+1.9%港+1.5%韓+1.3%台店+0.7%滬+0.6%深+0.3%台+0.2%日0% 原料:美鋁-11%美鋼-10% Fcx-7%CopBp-6%XomBhp-5%Cvx-4%;Cat-4% Fi:Aig-6%MsJpm-5%GsWfcTrv-3%;旅消:達航-6%美航-5%波音Ccl-4% Evb:Glen-11%Nvts-7%InfnnyAlb-5%OnStmGm-4%EnphSkiLit-3%Ebm+9%Lges+3%;Eric-4% Semi:TsmSynaMrvl-3%;中概:LiBiduWb-3% Mtv:NflxU+3% ----- 3/14.Cpi緩矽谷銀案緩升息比特幣半導體續領噴 Btc$24.8kTnx3.663+4%費+3%羅+1.9%納+2.1% 標+1.7%道+1.1%Hxc +0.6%Eem+0.1%Uso-3.6%;韓-2.6%國企港-2.3%日-2.2%台-1.3%深-1%台店-0.9%滬-0.7% Semi:Amd+7%Nvda+5%LrcxAmatKlacIntc+4%GfsIntcAsmlAvgo+3% Mtv:Meta+7%CrmRblx+4%MsftAmznGoog+3% Fi:Wfc+5%Jpm+3% Evb:TslaOn容百+5% StmNxpiIfnnyWolf+3%PcRivnL&F-4%SkiEbmSkeitLges天齊-3% 中概:中芯+7%阿里-4% --- 3/13.矽谷銀破產金融股價續崩預期升息緩比特幣噴 Btc$24.2k+15%Gld+2.3%Tnx3.515-5%Hxc+1.1% 納+0.5%Eem+ 0.2%道-0.3標-0.2%費-0.1%羅-1.6% USO-2.8%;國企+2.2%港+2%滬+1.2%韓+0.7%深+0.4%台+0.2%台店-0.7%日-1.1% Fi:Wfc-7%BacAig-6%Gs-4%;旅消:Ua-8%Ccl-5%美航達航Bby-4%; 原料:Cop-4%Bp-3% Evb:德方納米-4%寧德時代天賜贛鋒鋰容百-3% Ebm+5%Sedg+4%Nvts+3%;MsftRblx+3% 中概:騰訊Li+4%中芯阿里+3%;Mrna+7% ---- 3/10.矽谷銀擠兌金融崩港中概能源股續跌Byd-8%領跌 Btc$20.4kTnx3.695-6%羅-3%費-1.9%納-1.8%標-1.5%道-1.1%Eem -0.5%Hxc-0.3%Uso+1.4%;國企-3.1%港-3%台店-2.4%日-1.7%台-1.6%滬-1.4%深-1.2%韓-1% 中概:Jd-11%中芯-5%阿里-4%;Fi:德銀-7%Aig-5% Gs-4%;原物料:美鋁美鋼-6%;Cat-6% Evb:Byd-8%Wolf-7%Ebm-6%Alb-5%GnrcOn-4%SedgWolfNxpiGmF-3%Ski+5%容百+4%;Snap Crm-3% Semi:Mrvl-5%SynaGfsKlac-3%Intc+3% 消旅:CclDisUa 達航美航-3% ---- 3/9.矽谷銀擠兌金融股比特幣中概股特斯拉續領崩Btc$20.4kHxc-5.4%Tnx3.92羅-2.8% Eem-2.2%納-2.1%費-2%標-1.9% 道 -1.7%Uso-1.3%;國企 -1.2%港-0.6%韓-0.5%%台-0.3%滬-0.2%深-0.1%台店0日+0.6% Evb:Alb-7%NvtsL&F-6%TslaSkietGm-5%RivnLcidSkiWolfGnrcF-4%Ssdi-3% Fi:WfcBac-6%Jpm-5%Ms-4%;美鋁-6%Cat-3% 中概:百度-7%Wb-5 %LiNio-4%紫光+10% Semi:Mrvl-5%NvdaQcomSyna-3% Mtv:SnapNflxU-4%Rblx-3%;觀旅:Ccl-5%美航-4%德航Dis波音-3% ---- 3/8.比特幣回中概股韓車鍊股先崩央爸嘴軟半導體反彈Tnx3.976 Btc$21.7k費+2.7% Eem納+0.4%標+0.1%羅0 道-0.2%Hxc-0.6%Uso-1.1%;國企-2.7%港-2.4%韓-1.3%台-0.3%滬-0.1%台店深+0.3%日+0.5% Evb:Ssdi-5%EnphSkit-4%TslaSkiLgcByd-3%Nvts+7%On+6%Stm+4%Ifnny+3% Semi:Mrvl+5%NvdaAmdGfs+4%KlacLrcx+3%;Snap-6%中概:Li-6%Jd-4% ---- 3/7.憂通膨升息增Tnx3.975Btc$22.2kGgr-6%Uso-3.8%Hxc-3%Eem道-1.7%標-1.5% 納-1.3%費羅-1.1% ;深-2%滬-1.1%國企-0.4%港-0.3%韓台店+0.2%日+0.3%台0.6% Evb:Rivn-15%Ebm LcidL&F-5%天齊鋰-4% TslaLitAlb-3%Pc+11% 原料:美鋁-7%美鋼-3% Semi:QcomMrvlSyna-3% 中概:Li-6%百度-5%紫光Nio-4%Wb-3% ----- 3/6.春吶續噴特斯拉供應鏈Ebm+19% Ssdi+7% Tnx3.983Btc$22.4kGgr-5%Hxc-1.7%羅-1.4%費- 1.1%Eem-0.4%納- 0.1%標道0.1%Uso+0.9% ;韓台店+1.3%日+1.1%台1%港+0.2%深0國企-0滬-0.2% Evb:Ebm+19%SsdiNvts+7%EnphSki+4%RivnLgc+3%Wolf-3%Tsla-2% MtvAi:Snap+9%;Ua-5% Semi:MrvlSyna-4%Asml-3%;原物料:美鋼-4%美鋁國紙Bhp-3%;中概:Wb-4%百度-3%聯想+3% ---- 3/3.元宇宙Meta慢拍追ChatGPT題材,能源車特斯拉供應鏈噴Ebm+14% Tnx3.964Btc$22.4kGgr+6%Uso2.3納+2%標1.6%費Hxc+1.5%羅1.4%道1.2% Eem0.9%;日+1.6%國企+1.2%港+0.7%滬+0.5%台店0.3%韓+0.2%台0.1%深-0% Evb:Ebm+14%Rivn+8%PsLcidWolf+5%AlbGnrcSietGmF+4%LgcEnphSsdiOnL&F+3% MtvAi:Meta+6%RblxSnapU+5%Aapl+4%;美鋁+3% Semi:Avgo+6%Mrvl-5%;中概: Nio+5% --- 3/2.十年國債率回4%Crm噴Tsla回Tnx4.073 Btc$23.4kHxc+2.7%道+1.1%費1%標0.8%納0.7% Eem0.4% Uso0.3%羅0.2%;韓+0.6%台店0.2%台0滬日-0.1%深-0.5%國企-0.8%港-0.9% 中概: 阿里-5%百度+5% Mtv:Crm+12%Rblx+5%;原物料:美鋁+4% Evb:Wolf-7%TslaOnNvts-6%EbmL&F-4%寧德時代德方納米-3%Ski+7% Semi:IntcAmdNvda+3% ---- 3/1.港中概股噴:國企+5.1%港+4.2%Hxc+3% Btc$23.3kTnx4.002Hxc+3%Eem+2.1%Uso+1.3%道+0.0%羅+0.1%費-0.1%標-0.5%納-0.7%;深滬+1%台0.6%台店0.5%日+0.3% 中概:騰訊+7%紫光阿里Jd+6%聯想百度+4%Wb-8% Nio-6% Evb:Rivn-18%LcidNvts-6%Byd+6%;美鋁+6% ---- 2/28.季節資金行情漸強弩之末 Btc$23.6kTnx3.945 Hxc+0.7%羅+0.7%費+0.5%納+0.3%標+0.1%%道-0.3%Eem-0.2% Uso-1.3%;深+0.8%滬+0.7%韓+0.4%國企-1.3%滬港-0.8%日-0.1%台店台 Evb:L&F+9%LgcRivn+4%LgesSsdi+3%天齊鋰-3% Semi:Amat+4% Mtv:U+4% Cm:美鋼+5% 中概:紫光+4%阿里-3% ---- 2/27.資金行情流失 Btc$23.5kTnx3.922 Hxc+1.3%納費+0.6%Eem+0.5% 標羅+0.3%道+0.2% Uso-1.3%;韓-0.9%深-0.7%國企-0.5%滬港-0.3%日-0.1%台店台 Evb:Rivn+7%SedgEnph+6%TslaEbmNvts+5%Alb+4%AlbL&F+3%Byd-3% 中概:紫光+4%百度+5% ----- 2/24.費-1.8%納-1.7%標-1.1%道-1%羅-0.9%;國企-2.3%港 -1.7%台深-0.7%滬韓-0.6%台店-0.5%日+1.3% 2/23.Nvda財報會續吹AI夢噴+14%元宇宙U-16%能源車新創Lcid-12% Btc$24kTnx3.879 費+3.3%Uso+2.3%羅納+0.7%標Eem+0.5% 道+0.3%Hxc-0.3%;台店+1.8%台+1.3%韓+0.9%國企+0.4%滬-0.1%深-0.2%港 -0.4%日-1.3% Semi:Nvda+14%SynaMrvl+5%TsmAmd+4%MuKlac+3%;Mrna-7% Mtv:U-16%Nflx-3% Evb:Lcid-12%Rivn-4%EbmL&F-3%Skiet-3%Gm-4%Lgc-3%Nvts+7%AlbIfnnyWolf+3% 中概:紫光-5%聯想+6% ----- 2/22.等待Nvda財報Btc$24.2kTnx3.923 Uso-2.7%費Eem-0.5% 道-0.3%標-0.2%羅納+0.1% Hxc+0.3%;韓-1.7%日國企-1.3%台店- 1.1%台-0.9%滬港 -0.5% Evb:L&F-6%Skiet-3%Lgc-3%Nvts+7% 中概:百度-4%Jd-3% Mtv:U+4% ------ 2/21.紅包資金退潮中能源車半導體元宇宙股中概股領回,韓電池供應鏈小飆Ebm+58%,Btc$24.4kTnx3.955Ggr-6%Hxc-2.9%費-3.3%羅-3%納-2.5%道-2.1%標-2%Eem- 1.3% Uso-0.5%;國企-2%港-1.7 %日- 0.2%台0.1%韓深0.2%滬0.5%台店0.8% Evb:Nvts-12%LcidGnrc-9%Wolf-7%AlbRivn-6%TslaQsGmF-5%Nxpi-4%IfnnySedgOn-3%Ebm+9%L&F+8%LgcPc+3% Mtv:RblxU-8%Snap-5%NflxAnznGoog-3% 中概:Jd-7%阿里-5%騰訊-3% ;Ip-6%;Wfc-3% Semi:Gfs-6%Syna-5%LrcxAmat-4%NvdaAmatAsmlQcomTsmSwks-3% 觀旅消:Hd-7%Ua-5%美航Bby-4%達航波音DisNke-3% ----- 2/20.滬+2.1%深+1.7%國企1%港0.8%台店+0.7% 台+0.5%韓+0.2%日+0.1% Evb:億偉鋰-6% LgcPc Lges-3% 中概:紫光聯想+5% --- 2/17.比特幣續衝幣能源車領回落Btc$24.6k-5% Tnx3.828Hxc-3.1%Uso-2.1%費-1.6%Eem-1.1%納-0.6%標-0.3%羅+0.2%道0.4%Ggr+5%;國企-1.4%港-1.3%深-1.2%韓-1%滬-0.8%日 -0.7%台-0.5%台店+0.2% Evb:Alb-10%L&F-6%寧德時代-5% Ssd iLgc PcLit-4%Lges恩捷-3%Qs+5% Tsla+3% Semi:NvdaMrvlGfsSwks-3%;中概:紫光-7%Wb百度-5% Mtv:Rblx-6%SnapU-3%;美鋼-6%,美鋁-4% ------ 2/16.紅包資金尾迷因恐慌噴後半導體加密幣能源車領回落Btc$23.6k-5% Ggr-10%Tnx3.843費-2.5%納-1.8%標-1.4%羅-1%道-1.3%Uso-0.6% Hxc-0.2%Eem0;韓+2%台店1.6%國企1%台港0.8%日 0.7%滬-1%深-1.7% Evb:Qs-17%Sedg-8%Enph-7%Tsla-6%天齊-5%中偉 Gnrc-4%Lcid當升容百-3% Skiet+7%Lgc+6%EbmAlb+5%Lges+4% Semi:AmdGfs-6%SynaLrcx-4%AmatNvdaAmsl-3%疫苗旅消:Ccl-5%Bnt-4% Mtv:SnapU-5%RblxAmznNflxMetaMsft-3% 中概:紫光Nio-3%聯想+7% ----- 2/15.紅包尾迷因行情元宇宙Rblx能源車Qs比特幣恐慌噴 Btc$24.8k+12% Ggr+9%Tnx3.807羅+1.1%納+0.9%費0.4% 標Hxc+0.3%道0.1% Uso-0.6%Eem-0.8%;韓-1.5%台港-1.4%國企-1.3%日-0.4%台店-0.5%滬-0.4%深-0.1% Evb:Qs+33%SedgRivn+9%Gnrc+8%Lcid+7%Enph+5%Nvts+4%Wolf+3%SkiSkiet-7%Li天齊-3% Mtv:Rblx+26%U+7%Snap+4%;紫光+4% Semi:Tsm-5%Gfs-3% ---- 2/14.EDT-CPI高于預期先跌再漲,半導體AI運力元宇宙比特幣領漲紅包資金迷因投機行情漸疲Btc$22.2kTnx3.766費+2.1%納+0.6%標-0羅Uso-0.1%Eem-0.2%道-0.5%Hxc-0.6%;台+0.7%日+0.6%韓+0.5%台店滬+0.3%國企-0.5%港-0.2%深-0.1% Evb:Tsla+8%Qs+7%L&FNvts+6%RivnOn+3% Semi:Gfs+8%Nvda+5%Mrvl+4%AmdMu+3% Mtv:U+6%Rblx+4% 中概:紫光-3% ---- 2/13.EDT-CPI,中概領漲Btc$21.8kTnx3.717 Ggr+4%Hxc+2.6%費納+1.5%羅+1.2%標道1.1% Eem0.8%Uso-0.5%;深+1.2%滬+0.7%國企0.3%港-0.1%台-0.3%台店-0.5%韓-0.7%日-0.9% 中概:紫光+8%百度+6%Li+5%Wb+3% Evb:EbcGnrc+5% SedgF寧德時+3% Mtv:U+5%MsftMetaNflx+3%;Ccl+4% Semi:Intc+3%NvdaGfsMrvlAmd+2% ----- 2/10.ChatGPT運力王Nvda中概港股同挫,元宇宙股崩微軟裁 Btc$21.7kTnx3.744 Ggr-4%Hxc-3.7%費 -1.5%Eem-1% 納-0.6%羅標+0.2%道+0.5% Uso+2.9%;國企-2.6%港-2%台店-1%韓-0.5%深-0.4%滬-0.3%台-0.1%日+0.3% Mtv:U-11%RblxNflx-4%Snap-3%;Semi:Nvda-5% 中概:Jd百度Li-6%中芯Wb-4%騰訊阿里-3% Evb:Pc-6%Tsla-5%BydQsWolf-4%RivnSkietLcid天齊天賜贛鋒鋰-3%; 觀旅消費:速銷Itx-5%Ccl-3% 原料:Xom+4%Bp+3% ----- 2/9.ChatGPT題材谷歌續跌中港運力股噴Tsm強比特幣大跌 Btc$21.8k-5%Tnx3.683Ggr-6.6%羅-1.4%Uso-1.1% 納-1%標-0.8%道-0.7%費 +0.1%Eem0.5% Hxc1.1%;國企+1.7%港+1.6%深+1.5%滬+1.2%台韓日 -0.1%台店-0.2% Evb:EbmPc+7%OnL&F+4%Tsla+3%BydIfnnyWolf+3%Lcid-11%Sedg-9%Qs-6%Enph-4%Rivn-3%;Semi:GfsTsm+3% Mtv:SnapGoog-5%MetaRblx-3%U+10%;Ip-3%;中概AI:紫光+5%騰訊阿里+4%中芯騰訊+3% ----- 2/8.谷歌領ChatGPT股回落Tnx3.653Btc$22.9k費-2.2%納Hxc-1.7% 羅-1.5%標-1.1%道-0.6%Eem-0.1%Uso1.4%;台+1.4%台店+0.9%韓國企-0.6%深滬-0.5%日-0.3%港-0.1% Ai:Goog-7%Snap-5%Meta-4%;原料:美鋁-4% Evb:SkietNvts-5%AlbEnphTxnGnrc-4%NxpiWolfIfnny-3%Ssdi+3% Semi:AmatSynaMrvl-4%QcomMuLxcrKlacSwksSynaIntc-3% 中概:百度-5%Wb-3%聯想+4%;旅消:Ua-8%Ccl-3% ---- 2/7.央爸重申通膨緩續軋半導體納指土地震激油漲 Tnx3.674Btc$23.3kUso+3.5%Hxc+2.4%費+3.1%納1.9%標1.3%道標0.8%Eem+0.4%;台店+1%韓國企0.6%港深+0.4%滬+0.3%台+0.1%日0% Evb:On+6%Wolf+5%Lgc+4%LgesEcbNxpiL&F+3%Ski-5%Qs-4%Lcid恩捷-3%;中概:百度+12%; Semi:Swks+13%Syna+6%Nvda+5%MrvlMu+4%TsmQcomKlacAsmlAmd+3%;觀旅:波音+4% Ccl+3% Mtv:MsftGoog+4% 原料:Bp+8%XomCvx+3%美鋼-7% ---- 2/6.憂鷹股債續跌迷因股比特幣鬆動Tnx3.634 Btc$22.8kGgr-5%Hxc-1.8%費-1.7% Eem-1.5%羅-1.4%納-1%標-0.6%道 -0.1%Uso+1.7%;國企-2.7%港-2%韓-1.7%台-1.3%深-0.8%台店滬-0.6%日0.7% Evb:BydAlb天齊-4%Nvts Wolf-3%TslaLcid+3%;Snap+10% Semi:Intc-4%MuMrvlAmdSwksTsmGfs三星-3% 中概:Jd-4%阿里中芯Wb-3%;Eric-3% ----- 2/3.非農大增股債跌,氣球中概股跌,瘋狂迷因幣股警Tnx3.532+4% Btc$23.3kHxc-3.9%Uso-3.3%費-1.9%Eem-1.8%納-1.6%標-1%羅-0.8%道 -0.4%;港-1.6%國企-1.3 %滬-0.7%深-0.4%台0.1%台店0.2%日0.4%韓0.5% Semi:Syna-11%Mrvl-4%AmatNvdaAmd-3% Mtv:Amzn-8%U-7%Rblx-5%Goog-3% Evb:F-8%Gnrc-7%Wolf-6%RivnQs-5%LcidSedg-4%Byd華友鈷-3% 中概:NioLi-6%百度Wb-5% ------- 2/1.如預期Fed升息緩拉尾大爛咖加密幣半導體中概領噴續成飆股王臉書庫藏股軋空盤後噴20% Btc$24.1k+4.6%Tnx3.397費+5.2%Hxc+4.3%納 2%羅1.5%Eem1.2% 標1.1%道0%Uso-0.5%;國企+1.8%深+1.5%港1.1%台韓1%滬台店0.9%日+0.1% 中概:百度+13% Wb+11%Li+6% Semi:Amd+13%MrvlNvdaAmatGfs+7%LrcxSyna+6%QcomKlacMu+4% Evb:Nvts+12%EbmWolf+9%BydOn+6%TslaSsdiNxpiGnrc+5%容百Ifnny+4%華友鈷+3%;Snap-11% --- 1/31.Fed升息前元月漂亮拉尾Btc$23.1kTnx3.529羅+2.5%費+1.9%Uso+ 1.8%納1.7%標1.5%道1.1%Hxc-0.1%Eem-0.2%;台-1.5%國企港韓-1%日滬深-0.4%台店+0.8% Evb:RivnGm+8%Gnrc+7%QsSedg+6%F+5%TslaWolfEnph+4%OnAlbPc+3%恩捷-4%Ebm-3% Mtv:Spot+13%U+6%Rblx+5%Snap+4%;Tol+5% Semi:AmdLrcx+4%GfsSynaAmatMrvl+3%;Glw-5% 原料:Ip+11%;Cat -4% ---- 1/30.坐轎CPI緩央爸會前下轎中概能源車半導體領跌游資指飆比特幣轉大跌/慢拍補漲台積+8%台股 Btc$22.8k-4%Tnx3.551Hxc-4.1%費-2.3%UsoEem納-2%羅-1.4%標-1.3%道 -0.8%;國企-3.6%港-2.7%韓-1.4%日滬+0.1%深+1.2%台店+2.5%台+3.8% 中概:阿里騰訊-7%JdWb -6%Nio中芯-5% Evb:RivnLcid-9%Qs-8%Wolf-7%Tsla-6%OnGnrcGm-4%AlbSkiSkietF-3%恩捷+8%德方納米+6%Pc+3% Mtv:U-8%Rblx-6%MetaGoog-3%;消旅:Ccl美航-3% Semi:Nvda-6%Mrvl-5%AmdAmat-4%SynaGfsKlacMuAsml-3% 原料:美鋁-5%Cvx-3% ----- 1/27.紅包行大爛咖續軋成飆股王Lcid+43%Tsla+11%(週+30%今年+65%) Btc$23.1kTnx3.518納1%羅+0.5%標0.3%道0.1% Hxc-0.3% Eem-0.5%費- 0.7%Uso-2%;國企+ 0.9%港+0.5%日0%韓+0.6% Evb:Lcid+43%Tsla+11%Rivn+8%Qs+7%GnrcGm+4%SkiBydNvtsF+3% Mtv:Snap+7%U+6%Rblx+5%AmznMeta+3% Semi:Intc-7%Nvts+3%Klac-7%LrcxAmat-3%;Cvx-4% ------- 1/25.紅包行情續追比特幣 Tnx3.462Btc$23.2k+3% Uso+0.4%費標羅+0.2% HxcEem+0.1%道0納-0.2%;日+0.4%韓+1.4% Evb:Rvin+4%LcidNvts+3%Enph-4%Sedg-3% Tsm-2%;Snap-6% ----- 1/24.紅包行情大飆後回吐 Tnx3.469Btc$22.5k Uso-1.8%費-0.7% Hxc-0.4%納羅-0.3% 標-0.1% 道+0.3%Eem+0.1% Evb:WolfQs-5% Semi:AmdSwks-2% ---- 1/23.EDT央爸會與元月紅包資金行情最爛咖能源車半導體比特幣成飆股王: Tnx3.525Bt$23k+8%費+5%納+2.7%Hxc +1.7% 羅+1.3%標+1.2% 道+0.8%Eem+0.7% Uso0Ggr+10% Evb:Lcid+13%Rivn+12%TslaNvts+8%WolfQsGnrcWolfOn+7%AlbSedg+5% Semi:Amd+9%NvdaMrvlSyna+8%Qcom+7%SwksMu+6%Tsm+5%AsmlAmatGfsLrcxIntc+4% 中概:Nio+9%Li+7% Mtv:U+12%Nflx+4% ------- 1/20.虎年尾央爸送鴿禮噴比特幣半導體元宇宙納指重磅科技股中概股: Tnx3.484Btc$22.6k+8% 費+3.1%納+2.7%Hxc +2.5%標+1.9%羅+1.7% Eem +1.5% Uso+1.4%道+1%;國企+2.3%港+1.8%滬+0.8%深+0.7%日韓+0.6% Semi:Nvda+6%QcomSyna+5%LrcxMu+4%AmdAmatAsmlAmatKlacLrcxSwksIntc+3% Mtv:NflxU+8%GoogRblx+6%AmznSnapMsft+4% Evb:TslaLcidWolf 中偉+5% Qs天齊鋰+8%AlbOn +4%Skiet贛鋒鋰+3% 觀旅消:Dis+4%Ccl+3% 中概:百度+6%Wb阿里+4%JdLiNio阿里+3% ----- 1/19.能源崩車鍊與半導體崩領美股續跌比特幣續彈Tnx3.397Btc$21.1k 費-2.8%納羅-1%標道-0.8%Eem+0.8%Hxc+1.4%Uso+1.6%;日-1.4%深+0.7%滬+0.5%國企-0.4%港-0.1%韓+0.5% Evb:Enph-11%Sedg-10%Lcid-9%Gnrc-8%Wolf-6%Pc-5%OnStm-4%NvtsOnL&F-3%天齊+3% Semi:Mrvl-5%GfsNvdaQcomAmd-4%SynaAsmlAmatKlacLrcx-3% Mtv:Rblx-7%U-6%Nflx-3% 觀旅消:CclUa-3% 原料:Aa-7%;Ms-3% 中概:Jd+7%Wb+5 %騰訊+4%阿里+3% ------ 1/18.節前淡比特幣反Tnx3.375Btc$20.7kHxc-2.5%Uso-1.9%道-1.8% 羅標-1.6%納-1.2% Eem-0.7%費-0.6% Ggr+7%;日+2.5%深+0.2%滬0%國企+0.4%港+0.5%韓-0.5% Evb:QsRivn-3%Nvts-4% Mtv:U-5%Rblx-4% 中概:NioBidu-4% WbLi-3%;Ccl-4%; Ibm-3%;Rtx-3%;AaMcdPgJpm-3%;Intc-3%;Mrna+3%; ----- 1/17.Tsla狗熊翻高盛崩 Tnx3.535Btc$21.2kHxc-3.4%道-1.1%Eem-0.6%羅標-0.2%納+0.1%費+0.2% Uso+1.1%Ggr+8%;日+1.2%台深+0%滬-0.1%台店-0.4%國企-0.5%港-0.8%韓-0.9% Mtv:Rblx+12% Evb:Tsla德方納米+7%Lges-5% LgcL&F-3% Semi:Nvda+5% 觀旅:CclUa+3% FI:Gs-6%Trv-5%Ms+6% 中概:百度-6% JdNio-3% ---- 1/16.比特幣續一個人武林 Btc$21.2kTnx3.511深+1.4%滬+1%台店+0.9%台+0.7%韓+0.6%港0國企-0.6%日-1.1% Evb:天齊鋰+5%德方納米-6%天賜聯想-4%當升-3% ----- 1/13.CPI後觀望比特幣一個人武林續彈Tnx3.511 Btc$19.9k+5.5% Hxc+2.8%Uso+2.1%Eem納+0.7%羅+0.6%費標Uso+0.4%;國企+1.1%滬港+1%韓深+0.9%台+0.6%台店-0.3%日-1.3% FI:WfcJpm+3%;Amzn+3%;Mrvl+3%;Lmt-3% Evb:Rivn-6%GmF-5%恩捷-4%;Eric-4%;達航-4% ------ 1/12.EDT-CPI,台積財報會一個人武林,觀旅航羅小股領漲比特幣續彈Tnx3.449 Btc$18.8kUso+1.5%羅+1.7%費+1.2%Uso+0.8% 納+0.6% Eem+0.5%標0.3% Hxc+0.1%Ggr+9%;港+0.4%韓+0.2%深滬+0.1%日國企0%台店-0.9%台-0.1% 觀旅消:美航+10%Ccl達航Dis+4%波音+3% Evb:Nvts當升+7%Qs中偉 容升+6%LcidSkieByd +5%華友鈷恩捷+4%RivnAlb+3%Tsla-3% Semi:Tsm+6%;Eric+6%NvdaAmd+3%;Mtv:MetaCrm+3%U-4%;Cm:美鋼+4%美鋁Bhp+3% ----- 1/11.EDT-CPI,能源車供應鏈科技股比特幣續狗熊翻 Tnx3.554Btc$17.9kzUso+3.3%納+1.8%費標+1.3% 羅+1.2%道+0.8% Eem+0.4%Hxc+0.2%;日+1%國企+0.7%港+0.5%韓+0.4%台店+0.3%深-0.7%台-0.3%滬-0.2% Evb:Lcid+10%Qs+8%SedgAlb+6%SkieBydQs+5%TslaRivnEnphWolfEbm+4%SkiNvtsPc+3% Mtv:Amzn+6%U+5%Msft+4%GoogRblx+3% 中概:NioBidu+3% Semi:Mrvl+4%SynaGfsSwks+3% ----
1/10.鮑爾未放鷹美股拉尾憧憬CPI緩Tnx3.621Btc$17.4kz+Hxc1.7%羅+1.5%費+1.3%納+1%標Eem+0.7%道+0.6%Uso0%;日+0.8%台深+0.3%台店-0.1%滬-0.2%韓國企港-0.3%Evb:LcidQs+6%Gnrc+5%寧德時代+4%NxpiGmByd德方納米+3%Ski-3% Mtv:SpotU+7%NflxRblx+4%MetaAmzn+3%Mc:美鋁美鋼+5%;觀旅:美航達航+4%Bby+3%;中概:NioWb+4% Vm:MrnaBnt+3% Semi:Syna+3% --- 1/9.CES結束上影線元月行情加密幣續航?Tsla彈Tnx3.517Btc$17.2k費+1.9%Uso+1.6%Eem+0.8%Hxc+0.7%納+0.6%羅+0.2%標-0.1%道-0.3%;台韓+2.6%國企+2%港+1.9%台店+1.4%深+0.7%日滬+0.6%Evb:Qs+12%Lcid+7%TslaNvts+6%LgcLges德方納米+5% GnrcStmOn +4%Ebm天賜+3%;Semi:AmdNvda+5%Gfs+5%Asml+4%Tsm+3%AmatKlac+3% 中概:阿里+9%Li+5 %Nio騰訊+4%;Pfe-5% Mtv:RblxU+7%Crm+5% 觀旅:美航Ccl+3 % ---
1/6.CES展衝費半帶納指,中國開放旅衝消費股中概回,比特幣續蠢動 Tnx3.569Btc$17k費+4.7%納+2.6%標羅+2.3% 道Eem+2.1%Uso+0.1% Hxc-0.8%;韓+1.2%台+1.1%日+0.6%台店+0.5%滬+0.1%深+0.2%港-0.3%國企-0.4% Semi:Lrcx+7%AmatKlacAvgo+6%AsmlQcomSyna+5%NvdaMrvlMuIntc+4%TsmAmdGfsSwks+3%觀旅:Cost+7%波音UaTgt+4%Ccl+3% Evb:Stm+6%TxnNvtsOnIfnny+5%QsLit恩捷+4%PcGnrcGmF德方納米當升+3% 原料:Bhp+4%美鋼+6% Mtv:AaplAmznAmznU+4%;Mrna+4%Bnt+3%中概:Li-9%紫光Nio-5% ----
1/5.美股續弱中國能源車電池上游供應鏈大狗熊翻彈特斯拉領續跌留下影Tnx3.754Btc$16.8k費-2%納-1.5%標-1.2% 羅-1.1%道-1%Eem-0.8%Uso+0.8%Hxc+1.6%;深+1.6%國企+1.5%港+1.3%滬+1%台+0.7%日韓+0.4%台店+0.2% Evb:恩捷+10%寧德時代華友鈷中偉+6%德方納米當升+5%天賜容百+4%Rivn-6%SedgNvts-5%LcidEnphGnrcOn -4%TslaNxpiQs -3%SsdiLgc-3%中概:紫光+10%茅台酒+4%阿里Jd+3% 觀旅:美航+3%德航Ccl+2% Semi:Mrvl-5%AmdGfs-4%NvdaSyna-3% Mtv:U-8Msft-3%Rblx+3% ----
23--1/4.中概續噴消費旅航噴CES半導體韓股翻比特幣蠢動油價崩 Tnx3.709Btc$16.9kHxc+8.6%費+2.7%納+0.7%標+0.8%羅+0.6%道+0.4% Eem+3%Ggr+13%Uso-5%;國企+3.4%港+3.2%韓+1.6%台店+0.5%滬+0.2%深+0.1%台-0.2%日-1.5% 中概:百度+11%紫光NioLi+10%阿里+9%Jd+7%騰訊+5% 消費:Ccl+10%美航+7% Ua+6%達航+5%波音+4% Evb:Nvts+6%TslaLcid+5%AlbGnrcTxnWolf+4%GmF+3%德方納米天賜容百高軒-3%贛鋒鋰-4% Semi:Mu+8%MrvlSyna+6%AsmlQcomIntc+4%TsmNvdaSwksAmat+3% 原料:XomCvx-3% Mtv:SnapNflxU+5%Crm+4%Msft-4% -----
以上2023..
23---1/3.續踹大狗熊Tsla與能源車,原油價領原料跌,續衝中概 Tnx3.793Btc$16.7kUso-3.5%費-1.2%納-0.8%標-0.4%羅-0.6%道-0% Eem+0.8%Hxc+3.8%;國企+1.9%港+1.8%深+1.4%台店+1.2%滬+0.9%台+0.6%韓-0.3%日休 中概:Wb+5%紫光百度+4%騰訊+3% Evb:Tsla-12%Lcid-10%Rivn-6%Qs-5%WolfSsdi-3% Enph德方納米-4% 容百+3%Byd+5%; Semi:Gfs-4%MrvlSyna-3%;原料:XomCvx-3% Mtv:U-6%Aapl-4%Meta+4% ++++++++++++++++
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年終作帳收尾小飆妖無人機量子領哭 12/31:JL世股摘與前瞻:期金髮女軟着;川馬飆風預支春吶飆小妖,年終作帳尾 無人機領哭Umac-13%;量子Qmco-13%Qubt-11% QbtsRgti-10%Ionq-6%;1/7.Ces黃主教布道,博通Asic互嘎後暫歇?尾牙,長假效應?10.月營收(12月淡季長假備?)(16.台積財報;20.川普就職預蜜月終?23.台股長假起):Soun-13% Rklb-3%;Btc$93.7k,Mstr-4%;TG:Tsla-3%Nvda-2%;Tnx4.573;Sox-0.9%Arm-2%;深-2.5%滬-1.6%港0.3%國企0.1%Hxc+ 0.4%;納-0.9%標-0.4 %道-0.1% 羅0.1%Eem-0.3% Gld0.6%Uso+1%;台店0.6%台-0.7%;美鋼+10%,疫苗:Mrna+6% Evb:當升贛鋒鋰-4%天賜-3%;2/19.東京電池展;3/3.MWC;16.黃主教GPT與AvgoPK ---- 年終作帳收尾皇親無人機功成萬股哭 12/30:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾皇親無人機功成萬股哭Umc+14%:1/7.Ces黃主教布道 Qmco-12%Qbts-6% Ionq-3%;Wolf-7%SounDjt-5%AaoiSmci-4%Rklb-3%;Btc$92.3k,Mstr-8%;TG:Avgo-3%TslaAvgo-3%MMAA-1%;Tnx4.545;Sox-1.9%Mu-4%Arm-3%;納-1.2%標-1.1%道-1%Eem 羅-0.8%Gld-0.3% Uso+1.3%;日-1%台店-0.7%台-0.4%韓 -0.2%;Hxc-1.9%深國企-0.3%港-0.2%滬0.2% Semi:GfsSwksSynaAsmlAmatAmdIntc-2% Evb:On-4%Nxpi-3%AlbStm-2%;中芯+6%聯想-3% ----- 年終作帳收尾一撮小妖功成萬股哭轉小妖回 12/27:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾一撮小妖衝萬股哭轉回:台股春吶輪噴;1/7. Ces黃主教布道 Rgti+11%Qmco+3%Ionq-6%Qubt-5%;Aaoi-8%Wolf-7%SmciAsmc-5%LunrRklbPltrAi-4%Umac-3%;Btc$94.3kMstr-3%;TG:Tsla-5%NvdaMsft-2%Avgo+2%;Tnx4.611;Sox-1%;羅-1.6%納-1.5%標-1.1% 道-0.8%Gld-0.7%Eem-0.5 %Uso+1%;日1.8%台0.1% 台店-0.4%韓-1%;Hxc-1.5 %深0.2%滬0.1%港國企0 中企:Fii+18%理想+9%中芯+5%小米+4% AIE:Ihi+3%Vst-3%;Evb:Ebm-5% ----- 年終作帳收尾一撮小妖功成萬股哭轉小妖回 12/27:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾一撮小妖衝萬股哭轉回:台股春吶輪噴;1/7. Ces黃主教布道 Rgti+11%Qmco+3%Ionq-6%Qubt-5%;Aaoi-8%Wolf-7%SmciAsmc-5%LunrRklbPltrAi-4%Umac-3%;Btc$94.3kMstr-3%;TG:Tsla-5%NvdaMsft-2%Avgo+2%;Tnx4.611;Sox-1%;羅-1.6%納-1.5%標-1.1% 道-0.8%Gld-0.7%Eem-0.5 %Uso+1%;日1.8%台0.1% 台店-0.4%韓-1%;Hxc-1.5 %深0.2%滬0.1%港國企0 中企:Fii+18%理想+9%中芯+5%小米+4% AIE:Ihi+3%Vst-3%;Evb:Ebm-5%Skiet-4% ----- 年終作帳收尾成一撮小妖功成萬股哭 12/26:JL世股摘與前瞻:期金髮女軟着;川馬飆風行情先透支春吶飆小股與年終作帳收尾成一撮小妖功成萬股哭:台股春吶輪噴;1/7. Ces黃主教布道 Qmco+50%Rgti+36%Qbts+25%Qubt+13%Ionq+8%;UmacSoun+20%Lunr+15%Rklb+7%AmscGme+6%Aaoi+3%;Btc$95.7kMstr-5%;TG:TslaTsm-2%Avgo+2%;Tnx4.611;Sox0;羅0.9 %Gld0.7% 道0.1%標0納-0.1% Eem-0.4%Uso-0.7% ;深0.9%Hxc0.4%滬0.1%; 日1.1%台店0.3%台0.1% 韓-0.4%;Tm+8% Evb:Ebm-5%Skiet-4% ----- 12/25:JL世股摘與前瞻:台股跟進提前春吶類股輪噴;美港韓股休;滬0.1%深0;台台店0.4日-0.2%; ---- 年終作帳收尾台股春吶提前輪噴,前瞻元月 12/24:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支:台股跟進提前春吶類股輪噴 1/7. Ces黃主教布道與博通Asic互嘎後暫歇?Ionq+8%Rgti+4% Qbts-6%;Umac-6%Wolf+10%Lunr+12%Aaoi+8%Smci+6%;Btc$98.6kMstr+8%Ibit+6%;TG:Tsla+7%Amzn+2%AaplMetaMsft+1%;Tnx4.591;Sox+1.1%Arm+4%Avgo+3%; 滬國企1.3%深1.2%港1.1%Hxc0.8%;納1.4%標1.1%羅1% 道0.9%Uso 0.8%Eem0.3%Gld0.2%;台店0.4%台0.1 %韓-0.1% 日-0.3%MsJpm+2%;Wmt+3%Nflx+2% ----- 年終作帳收尾台股春吶提前輪噴,前瞻元月 12/23:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支,台股跟進提前春吶類股輪噴:1/7. Ces黃主教布道與博通Asic互嘎後暫歇;舊曆年尾牙與長應Qbts+27% Rgti+17%;Umac+24%Wolf+10%Lunr+7%Soun-6%Aaoi-3%;Btc$94.3kMstr-9%;TG:納100指將降權 Nvda+4%TslaMeta+2%;Tnx4.566;Sox+3.1%Avgo+6%TsmAmd+5%Qcom+4%Intc+3%Arm-4%;國企1%Hxc港0.8%滬0.5%深-2.3%;納1%標0.7% Eem0.6%道0.2%羅 -0.2%Uso-0.1%Gld-0.5%;台2.6%韓1.6%日1.2% 台店0.7%;Lly+4%Ccl-4% Semi:Gfs+6%Syna+4%KlacLrcx+3%AmatAsml+2%;Ihi+4% ----- 年終作帳收尾前瞻元月 12/20:JL世股摘與前瞻:期金髮女軟着;元月效應飆小股與新主題股川馬飆風行情已先透支:舊曆年尾牙與長假效應; Qmco+28%Rgti+25%Qubt+16%Qtum+5%;Umac+25%Aaoi+17%Soun+15%Sedg+13%Rklb+7%Lunr+6%Crwd+3%;納100指:入 Pltr+9%Mstr+12%; Btc$97.6k;TG:Nvda+3%Tsla-3%;Tnx4.524;Sox+1.5%MrvlMu+3%,Dell+3%;Hxc滬國企-0.1%港-0.2%深0.4%;道1.2%標1.1%Gld納1%羅0.9%Uso0.7%Eem 0.4%;台-1.8%韓-1.3%台店-0.8%日-0.3% AIE:IhiMhi-3%;Ccl+6%; Ebv:Rivn+6%LgesSkietEbm-4%;中芯+8%;美鋼-5% Fi:GsWfcAigJpmBac+2% ---- 一將功成萬骨哭,美股指全殺;川馬妖瘋透支元月行情輪飆量子小妖大震 12/19:JL世股摘與前瞻:期金髮女軟着;美股全殺年終作帳結帳;川馬妖風透支元月紅包行情飆量子小妖大震,一將功成萬股哭:Qubt-41% Qmco-40%Rgti-30%Qbts-29%Qtum-8%;Ai-11%Soun-10%Umac-9%Gme-9%Crwd-7%Panw-6%Lunr-5%Aaoi-5%;納100指:入Pltr+4%Mstr-7%踢Smci- 3%;Btc$95k-7%;TG:Nvda-1%;Tnx4.57;財報:美光- 16%Sox-1.6%AvgoArm-2%Mrvl+4%;Hxc-2.4%國企- 0.4%港-0.5%深0.6% 滬-0.4%;羅Uso-0.5 %納 標-0.1%Eem道0.3% Gld0.1%;韓-2%台-1% 台店-0.2%日-0.7%; Ibm-4%;Tol-5%;Mrna+3% Semi:Lrcx-5%Gfs-3% AIE:VstPwr-3%Sedg-4%;Ebv:Rivn-11%AlbWolf-7% ----- **一將功成萬骨哭,美股指全殺;川馬妖瘋透支元月行情輪飆量子小妖 12/18:JL世股摘與前瞻:期金髮女軟着;鮑爾如期降息1碼,放鷹將緩降息且央行不能買幣當儲;美股全殺年終作帳結帳;川馬妖風透支元月紅包行情飆量子小妖,一將功成萬股哭: Qmco+153%Qubt +53%Qbts+7%Ionq-14%;Rklb-13%Gme-9%AiDjtCrwd-7%Panw-6%Lunr-5%Sou+8%Aaoi+6%;納100指:入Pltr-4% Mstr-10%; Btc$100k-5%;TG:Tsla-8%Amzn-5%GoogMetaMsft-4%Nvda-1%;Tnx4.494; 財報盤後:美光-15% Sox-3.9%Avgo-7%IntcMrvl-6%Arm-4%Tm-3%;Hxc-2.4%國企-0.4%港-0.5%深0.6%滬-0.4%;羅-4.4 %納- 3.6%標-3%道-2.6% Eem-2.3%Gld-1.9% Uso-0.5%;韓-2%台- 1%台店-0.2%日-0.7 %; Semi:AmatLrcxSynaGfs-3%;AIE:VstPwr-5%GnrcSedg-4%;Ebm:Rivn-11%AlbWolf-7%OnStmNxpi-4%Ssdi+4%;Mrna-6%Ccl-4% Fi:Ms-5%Gs-4%WfcBacJpm-3%;Fxc-5%CatCvx-3%;Ibm-4%;Tol-5% ---- 川馬妖瘋透支元月行情輪飆量子小妖 12/17:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支元月紅包行情飆量子小妖: Qubt+51%Rgti+32%Qtum+5%Sedg+17%Qbts+16%Lunr+7%Umac-14%Soun-7%Ai+9%Gme+6%Crwd+5%Aaoi-8%;納100指: 入Pltr-2%Mstr-5%; Btc$107k;TG:Tsla+4%Nvda-1%;Tnx4.385;Sox-1.6%Mrvl-8%Avgo-4%;Vrt-4%;Hxc2%深-1.7%滬-0. 7% 港-0.5%國企-0.4%;羅-1.2%Uso-0.5%道-0.6%Gld-0.4%納 -0.3% Eem-0.2%;韓-1.3%日-0.2%台-0.1%台店1.5% ;Unh-3%Pfe+5% AIE:Vst-4%Ngr-3%;Ebm:EbmPfm-8%Ssdi-6%; ---- 川馬妖瘋透支元月行情輪飆量子小妖 12/16:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支元月紅包行情飆量子小妖: Qubt+65%Qbts+45%Qmco+29%Rgti+Umac+18%Soun+16%Lunr+11%Ai+9%Rklb+6%Crwd+5%Aaoi-4%;納100指: 入Pltr0Mstr0,Smci-8%; Btc$106k;TG:Tsla+6%Goog+4%Amzn+2%Nvda-2%;Tnx4.399;Sox+2.1%Avgo+11%Mu+6%Mrvl+3%Arm-5%Fit-5%;Hxc-2.2%深-1%港-0.9%國企-0.8%滬-0.2%;納1.2%羅0.6% 標0.4%Gld0.2%道-0.3%Eem-0.6% Uso-0.7%;台店-2%韓-0.2%日0台0.1%; Ebm:Wolf天齊鋰天賜-4%Rivn+7%;Unh-4%Vz-3%;百度小米-3% ----- 川馬妖瘋行情:一將功成萬骨枯 12/13:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;川馬妖風透支 元月紅包行情漲狹風險:財報Avgo+24 %上兆美元; Umac+25%Soun+2 4%Aaoi+10%Rklb+8%; 納100指:入Pltr+4% Mstr+4%踢Smci; Btc$102k;TG:Tsla+4%Nvda-2%;Tnx4.399;Sox+3.4%Mrvl+11%Tsm+5%Mu+4%Amd-3%;中央經濟 會習土皇講話股挫:國企- 2.4%港-2.1%深滬-2% Hxc-1.1%;Uso1.4%Gld1.2%納Eem0.1標0道-0.2% 羅-0.6%;韓0.5%日 -1%台店 -0.8%台 -0.1%; AIE:Ihi-5%Mhi-4%Ccj-3% Ebm:Pfm贛鋒鋰-4 %Alb天齊鋰-3%;美團中芯-4% ---- 12/12:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息;衝年終作帳;助川馬妖風透支元月 紅包行情亂舞:財報Adbe-14%;AsmcSedg-8%Rklb-3%;Btc$100kMstr-5%;TG:TslaGoog-1.6% ;Tnx4.221;Sox-0.9%Syna-5%Mu-4%Lrcx-3%Mrvl-2%ArmIntc+3%;Gld-1.5% 納羅-0.7%Eem標道 -0.5%Uso-0.2%;國 企+1.5%港1.2%深1.1%滬0.9%Hxc0.2 %;韓1.6%日1.2%台店-0.2%台0.6%; Ebm:Lges+7%Pfm+4%;Ccj-3%;達航-3%;美鋼-3% Unh-3%;Tol-3% ---- 12/11:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?Cpi穩18.美央爸降息衝年終作帳;助川馬妖風透支元月紅包行情衝幣大小妖 亂舞創高指:Gme+8% Asmc+7%Djt+6%Crwd+5%Vrt+3%Ai-9%Wolf-7%Smci-6%SounUmac-5%;Btc$101k+4.7%Mstr+9%;TG:AI新品Goog+5%續Amzn+2%,與馬主教跳舞,帶科巨衝納指過二萬: Tsla+6%Nvda+3%Meta+2%;Tnx4.221;Avgo+7%AI新品領衝Sox2.7%MrvlMu ArmLrcx+4%Tsm+1%;Uso2.7%納1.8% Gld1%標0.8%羅0.5 %Eem0.4%道-0.2 %;深0.8%滬0.3%港國企-0.8%Hxc-0.7% ;韓1%日0台店-0.2%台-1 % AIE:Ihi+6%MhiPwr+4%Vst+3%;MrnaNflxNkeCcl+3%;美鋁-4%;Unh-6% ----- 川馬妖風透支元月行情小妖亂舞 12/10:JL世股摘與前瞻:期金髮女軟着;17.日央爸升息?18.美央爸降息?川馬妖風透支元月紅包行情小妖 亂舞:Lunr-9%Smci Aaoi-8%Orcl-7%SounAsmc-6%Snow-5%Vrt-4%Wolf-12%;Btc$96kMstr+3%;TG:Goog+5%Tsla+3%Nvda-2%;Tnx4.221;Sox-2.5%Mu-5%TsmAvgo-4%LrcxIntcQcom-3%;Dell-6%Hpq-4%;Gld1.3%Uso0.3%Gld1%納標-0.3%道羅 -0.4%Eem-1.6%;Hxc-4.3%港-0.5%國企-0.7%滬0.6%深0.9%;韓2.4%日0.5%台-0.6 %台店-0.9% AIE:Vst-5%Ceg-3%% Ebm:Alb-5%天齊鋰-3%Lgc+9%Ski+8%Pfm+6%Ssdi+5%;Mrna-9%;波音+5%美鋼-10% Tol-7%Cat-3% ---- 川馬妖風透支元月行情小妖亂舞,韓政亂重挫 12/9:JL世股摘與前瞻:期金髮女軟着;韓政亂重挫:韓-2.8%,中反制美晶片限反壟斷調查Nvda-3% AmdMrvl-6%Tsm-2%;中概作戰大反彈?Hxc+9%,國企3.1%港2.8%;17.日央爸升息?18.美央爸降息?川馬妖風透支元月紅包行情小 妖亂舞:RklbVrt-6% VrtAaoi-7%Pltr-5%Panw-4%Craw-3%Sedg+12%Rvin+11%Wolf+7%Lunr+3% Btc$97.5k-3%Mstr-8%Init-5%;TG:Meta-2%;Tnx4.176;Sox-0.8%SynaSwks+2%;Eem2.1%Uso1.3%Gld1%納標-0.6% 羅-0.7%道-0.5%;滬 -0.1%深-0.4%日0.2 %台0.1%台店-0.4% AIE:Vst-7%CegCcj-5%PwrNrg-3%;Lly-3%;Nflx-2%;WfcAig-2%;Mrna+3% Ebm:Alb+5%Lgc-8%SkietPfm-6%Ssdi-5%;Ibm-3% 觀旅:Ccj-5%達航 -4% 中:百度Li+8%美團+6%阿里小米中芯+4%; 商品:Bhp+5%Fxc銅4%; ---- 川馬妖風元月行情小妖噴崩同亂舞,韓政亂續跌 12/6:JL世股摘與前瞻:期金髮女軟着;12月:新晶片爭Amzn+3%Nvda-2% 川馬妖風行情透支元月紅包行情小妖噴崩同亂舞:AaoiSoun+13%Ai+8%Smci+7%Pltr+6%Lunr+4%RklbOrclAdbe+3%Umac-15%Asmc-11%;Btc$99.5kMstr+2%;TG:Tsla+5%,Meta+2%;Tnx4.151;Sox0.7%Avgo+5%Syna+3%Amd-2%;國企1.8%港1.6%深1.2%滬1.1%Hxc1%;納+0.8 %羅0.5%標0.3% Eem-0.2%Gld-0.7%道-0.3 %Uso-1.7%;台店日0.3%台0.1%韓-0.6%;Mrna+3% Ebm:Alb寧德時代+4%;美鋁-8%;Unh -5% ----- 川馬妖風元月行情小妖噴崩同亂舞 12/5:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情小妖噴崩同亂舞:Soun+31%Umac +14%Rklb+4%Aaoi-22%Sedg-10%Wolf-7%Lunr-6%Mstr-5%;Btc$97.7k;TG:Tsla+3%;Tnx4.203;Sox-1.3%Intc-5%Amat-5%MrvlSynaLrcxKlac-4%;Hxc-1.4%深0.7%滬 0.1%港-0.9%國企-1%;羅-1.3%道Gld-0.7% Uso-0.6%納標-0.2% Eem0.7%;台店日0.3%台0.1%韓-0.9%;美航+17%;Mrna+3%;Unh-5% Ebm:Skiet-5%LgcEbm-4%F-3%;美團-4 % ----- 川馬妖風元月行情小妖噴新回 12/4:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月小妖噴紅包行情新回: Umac-24%Lunr-9% Djt+5%;財報:Mrvl +23% Btc$98.4kMstr+9% 舊小妖:Soun+14% Crm+11%Amsc+7 %Snow+6%Aaoi+5%SmciAdbeCrwd+4%;TG:Nvda+3%AmznTslaGoog+2%;Tnx4.18;Sox+1.7%;Hxc-1.4%深-1.2%滬 -0.4%港0國企0.2%;納1.3%道0.7% 標0.6%羅EemGld 0.3%Uso-1.6%;日0.1%韓-1.4%台1%台店1.4% 觀旅:美航達航Ccl+3% AIE:Vst+5%Mhi+5%Ihi+3%Wolf-4%;Xom-3%; Ebm:AlbOn-6%Skiet-5%Ski天齊鋰容百-4%;Tol-4% ----- 川馬妖風新小妖大震盪,中抵制美晶片 12/3:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情,新小妖趁瘋套現;Umac-21%Sedg-8%美 鋼-8%Rklb-5%Smci-4% Lunr-3%;舊妖:Pltr +7% WolfAsmc-5%;Btc$96k;TG:Meta+4%NvdaAmznAapl+1%;Tnx4.223;Sox-0.4%Tsm+2%Intc-6%;深1.8%Hxc1.2%滬1.1% 國企0.9%;Uso+2.8 %納0.4%GldEem 0.2%標0.1%道-0.2 %羅-0.7%;日韓1.9%台1.3%台店0.5% Ebm:On-6%Gm-3%Ski+4%;Ihi+4% ---- 川馬妖風新小妖崩舊小妖噴晶片衝 12/2:JL世股摘與前瞻:期金髮女軟着;谷歌新AI,12月:川馬妖風行情透支元月紅包行情,新小妖趁瘋套現 崩;Umac-20%Lunr- 10% Rklb-11%;舊小妖噴Smci+29%Wolf+16%;Btc$95.9k;TG:TslaMeta+3%;Tnx4.196;Sox+2.6%TsmArmMrvl+5%Amd+4%AvgoQcom+3%,Hpq+3%;深1.8%滬1.1%Hxc1%國企0.9%港0.7%;納1%Gld 0.8%Eem0.4%標0.2%羅0道-0.3%Us o-0.8%; 台2.1%日0.8%台店0.4%韓-0.1%;Mrna+3% Semi:Lrcx+6%Amat+5%GfsAsml+4%Klac+3% AIE:Vst-4%Ceg-3% Ihi+3%日立+5% Ebm:On+4%AlbSki+3%; ---- 川馬妖風行情新小妖飆無人機 11/29:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖.川太子加持無人機 Umac+89%Space:Lunr+13%Rklb+6% ;Soun+18%Aaoi+13%Wolf+7%Asmc+5%;幣停Btc$96.6k; TG:Tsla+3%Nvda+2%Tnx4.242;Sox+1.5%Mrvl+3%Tsm+2%;深1.7%滬0.9%港國企0.3%Hxc0.6%; Gld0.9%納0.8%標0.6%道羅0.4%Eem 0.2%Uso-0.2%;韓-2 %台-1.5%日-0.4%台店0.2%;Semi:Lrcx+3%AsmlSynaKlacAmat+2% AIE:VstNrgCcj+3% Ebm:Lgc-7%EbmSsdiSkietPfm-6%Lges-5% ------ 感恩節美股休市,中股拉回 11/28:國企-1.5%滬港-1.2%深-0.7%滬-0.4%;台店-1%台-0.2%韓0.1%日0.6% ---- 川馬妖風行情新小妖飆無人機幣衝 11/27:JL川馬妖風行情新小妖Umac +85%;幣衝 Btc$95.9kMstr+10%Crwd-5%CrmVrtOrcl-4%Sedg+9%Lunr+3%; 財報:Dell-12%Hpq -11%; TG:Tsla-1.6%Nvda-1.2%Tnx4.242 ;Sox-1.5%Skh-5%Mu-4%MrvlAvgoSse-3%Arm-2%Tsm-1.4%;Hxc2.8%國企2.6%滬港深2.3%滬1.5%;納-0.6%標-0.4%道-0.3%羅Eem0.1% UsoGld0.2%;台店-1.7%台-1.5%日- 0.8%韓-0.7%;Mrna+3% Semi:Gfs-3%Syna-2% AIE:VstCeg-5% Ebm:Rivn+6%天賜+5%SsdiEbmPfm-4% 中股:美團+7%小米中芯微博+4% ---- 11/26:JL世股摘與前瞻:川馬妖風行情幣小妖續回Mstr-12% SmciWolf-11%Soun-5%Btc$92.3k;川擬課墨加25%中10%關稅:鴻海鴻騰Fit-9%Gm-9% ----- 川馬妖風債拋售潮降飆小妖減,領頭牛輝達特斯拉回 11/25:川馬妖風行情:馬黃回;TG:TslaNvda -4%債拋售潮降幣小妖回;川擬增墨加關稅25%,馬嘴軍工股大跌Lmt-4% ----- 11/22.川馬妖風炒小妖衝羅指,狗熊翻補漲道補創高,美擬停最惠國中股崩,晶片弱全村希望輝達回 11/22:川馬妖風行情:炒小妖衝幣羅1.8%;狗熊翻: Mrna +7% 11/21.川馬妖風炒幣小妖股 1120.全村希望輝達財報跌5%,轉放話炒幣 11/19.全村希望輝達財報與放話鬆自駕炒特斯拉 ----- 川馬妖風行情新小妖飆無人機 11/29:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖.川太子加持無人機 Umac+89%Space:Lunr+13%Rklb+6% ;Soun+18%Aaoi+13%Wolf+7%Asmc+5%;幣停Btc$96.6k; TG:Tsla+3%Nvda+2%Tnx4.242;Sox+1.5%Mrvl+3%Tsm+2%;深1.7%滬0.9%港國企0.3%Hxc0.6%; Gld0.9%納0.8%標0.6%道羅0.4%Eem 0.2%Uso-0.2%;韓-2 %台-1.5%日-0.4%台店0.2%;Semi:Lrcx+3%AsmlSynaKlacAmat+2% AIE:VstNrgCcj+3% Ebm:Lgc-7%EbmSsdiSkietPfm-6%Lges-5%;12月.谷歌新AI,18美央爸,1/7. Ces 黃主教佈道 -- 感恩節美股休市,中股拉回 11/28:JL世股摘與前瞻:期金髮女軟着;國企-1.5%滬港-1.2%深-0.7%滬-0.4%;台店-1%台-0.2%韓0.1%日0.6% ---- 川馬妖風行情新小妖飆無人機幣衝 11/27:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情新小妖Umac +85%;幣衝 Btc$95.9kMstr+10%Crwd-5%CrmVrtOrcl-4%Sedg+9%Lunr+3%; 財報:Dell-12%Hpq -11%; TG:Tsla-1.6%Nvda-1.2%Tnx4.242 ;Sox-1.5%Skh-5%Mu-4%MrvlAvgoSse-3%Arm-2%Tsm-1.4%;Hxc2.8%國企2.6%滬港深2.3%滬1.5%;納-0.6%標-0.4%道-0.3%羅Eem0.1% UsoGld0.2%;台店-1.7%台-1.5%日- 0.8%韓-0.7%;Mrna+3% Semi:Gfs-3%Syna-2% AIE:VstCeg-5% Ebm:Rivn+6%天賜+5%SsdiEbmPfm-4% 中股:美團+7%小米中芯微博+4% ---- 川馬妖風行情幣小續回妖, 11/26:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情幣小妖續回Mstr-12% SmciWolf-11%Soun-5%Btc$92.3k;川擬課墨加25%中10%關稅:鴻海鴻騰Fit-9%Gm-9%;財報:Dell 盤後-10%;TG:Amzn +3%Tnx4.302 ;Sox-1.2%IntcMu-3%AmdKlacArmSynaAsml-2%,Ai-4%;深-1% Hxc-0.8%國企-0.2%滬-0.1%港0%;納標0.6%Gld道0.2% Eem-0. 4%Uso羅 -0.7%;台-1.2%日- 0.9%台店 -0.8%韓-0.6% ;Lly+5% Bby -5%;Mrna-4% AIE:Nrg+10%Ceg+7%Vst+6%Ihi-5%Mhi0日立-3% Ebm:贛鋒鋰恩捷當升-6%容百-5% ----- 川馬妖風債拋售潮降飆小妖減,領頭牛輝達特斯拉回 11/25:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情:馬黃回;TG:TslaNvda -4%AmznGooh+2%債拋售潮降幣小妖回;川擬增墨加關稅25%,馬嘴軍工股大跌Lmt-4%Btc93.9k -4% Tnx4.265Vrt-6%Mstr-4%Lunr-3%Wolf+18%Rivn+13%Sedg+16%Smci+16%;Sox0.7%Tsm-3%Syna+7%Gfs+5%SwksSse+3%深Hxc0.4%滬-0.1%國企港-0.4 %;羅1.5%道1%標0. 4%納0.3%Eem0.1% UsoGld-3%;韓日1.3 %台店0.9%0.2%;Tol+6% 狗熊翻:Mrna+6%美航TgtBby美鋁+4%波音+3% AIE;Vst-5%Nrg-4%Ccj-3%Enph+8%;Cop-5%; Ebm:StmPfm天賜+5%EbmSkietLgesOn容百恩捷+4%Nxpi+3% ----- 川馬妖風炒小妖衝羅指,狗熊翻補漲道補創高,擬斷 Wto中股崩,晶片弱全村希望輝達回 11/22:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 :炒小妖衝幣羅1.8%; TG:Tsla+4%Nvda-4%Btc98.5k;Wolf+31%Soun+18%Smci+12%Sedg+11% Lunr+8%Mstr+6%AaoiAi+7%Pltr+5%Crwd+4%;Sox-0.2%Skh+5%;Dell+4%Panw-5%;中股崩:深-3.5 %滬3.1%國企-2.1%港-1.9% Hxc-1.4%;Tnx4.41Uso1.4%Gld1.3%道1%標0.4%納0.2% Eem0;台1.6%韓0.8 %日0.7%台店0.6%; 狗熊翻(道指股多或補漲):Mrna+7%Gm +5%Ba+4%BbyF+4%NkeTgt+3%;Wba+4%HdAxp+3%WhtCatPg+2%;Vst-3% Ebm:天齊鋰容百-6%當升-5%贛鋒鋰-4%;中:中芯-7%阿里-4%美團-3%;12月.谷歌新AI,18美央爸會1/7.Ces黃主教佈道 --- 川馬妖風炒幣小妖股 11/21:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情:炒小妖股炒幣Btc98.3k +4%;財報:Snow+33%; Smci+15%Asmc+9%AiSoun+8%;TG:Goog-5%Amzn-2%;Sox+1.6%MuLrcx+4%AmatMrvlSyna+3%; DellAaoi+4%CrmVrt+3%; Tnx4.432Uso1.6%羅1.7%Gld0.8道1%標0.5%納0Eem-0.2 %;深滬0.1% 港-0.5%國企-0.8% Hxc-1.2 %;台店0.8%韓-0.1%日-0.9 %台-0.6%; AIE:Vst+8%Ceg+7%Ccj+6%Etn+3%Ihi-4%Mhi-3% 美鋼+6%;Mrna+4%; Cost+3%;Ibm+3%;Ms+3% ---- 全村希望輝達財報跌5%,轉放話炒幣 11/20:JL世股摘與前瞻:期金髮女軟着;全村希望: TG:財報盤後Nvda-5 %, Tgt-21%川馬妖風行情Tsla-1%炒不動,轉放話炒幣Btc94k +2%Tnx4.06; Sox-0.7%Qcom-6%分析師日不買單;新妖股取代 Aaoi+19%Smci-9%Fit+6%;Gld0.6%道0.3%標羅0納Eem -0.1%Uso-0.4%; Hxc深1.4%滬0.7%港+0.2%國企0.1%;台-0.7%台店-0.2%日0.5%韓0.4%; Ebv:贛鋒鋰+4%Alb+3% F-3%;Sedg+4%;美鋼+6%;Lly+3% --- 全村希望輝達財報與放話鬆自駕炒特斯拉 11/19:JL世股摘與前瞻:期金髮女軟着;全村的希望: TG:財報Nvda+5%+川馬 妖風行情:放話川將放寬自駕監管炒Tsla+2%Djt-9% ,Btc92.4kTnx4.379;Sox0.6%Arm+3%Tsm+1%Intc-3%;找到會計師Smci+35% Ai+24%微軟加持Soun+5%Pltr+3%;Gld0.9%納1%羅0.8%標0.4% Uso0.3%Eem-0.1%道-0.3%;深2.2%滬0.7%國企港+0.4%Hxc-0.8%;台店1.8%台1.3%日0.5%韓0.1%;財報:Wht+3% Ebv:Ski贛鋒鋰天齊鋰+10%天賜+8%恩捷+7%容百+6% Wolf-8%;Eric+5% AIE:Vst+6%Ccj+3%Asmc+3%;美鋁+4% ---- 川馬妖風行情互見 11/18:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情Djt+ 17%Mrna+7%庫藏 股:韓+2.2%Sse+6% ;Btc90.6kTnx4.414;TG:Tsla+6%Goog+2%;財報:20. Nvda-1%;Sox+1.1%Amd+3%QcomIntc+2%Skh-4%;Smci+16%Dell+3%Pltr-7%;Uso3.3%Gld1.9%Eem1.1%納0.6%標0.4%羅0.1%道-0.1%;深-2.2%滬-0.2%Hxc1.7%國企1.1%港+0.8%;台店-1.8% 台-0.9%日-1.1%;美鋼+6% Ebv:SsdiSki+6%Wolf+5%Txn+3%;Bby+4% AIE:Ccj+4%Sedg+5%VstCeg+3%Ihi-4%Mhi-3% ----- 川馬妖風行情反撲馬比獨漲萬股崩 11/15:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 Djt+4%;Mrna-7%比特幣 Btc91.3k+3%Tnx4.428;TG:Tsla+3%AmznMeta-4%NvdaMsft-3%Goog-2%;財報:Amat-9%廣達 -6%晟銘奇鋐廣達-5%,Dis+5%,20Nvda;Sox-3.4%LrcxArm-6%AsmlKlac-5%GfsAvgoMrvlIntcMuAmd-3%;韓庫藏股Sse+7%Skh +5%;Smci+3%FiiAaoi-4%Adbe-5%Soun-4%Pltr+11%;納Uso-2.2%羅-1.4%標 -1.3%道-0.7%Eem0 Gld- 0.2%深-2.6%滬-1.5% 港-0.1%國企0.1% Hxc0.5%;台店-1.5% 台-0.6%日- 0.5%韓0.1% Ebv:LgesWolf-12% Pfm-10%Ebm-8%Ssdi-7%Ski贛鋒鋰容百-6%天齊鋰-5% StmNxpiOn -3% AIE:Sedg-17%AmscEnph-6%Vst+3%;LlyPfe-5%;美鋁+7%; 12月.谷歌新AI,18美央爸會1/7.Ces黃主教佈道 ---- 川馬妖風行情反 11/14:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 反Djt-7%Asmc-13% Rivn-14%;TG:Tsla-6%Goog-2%,比特幣跌Btc88k-2% Tnx4.418,軍工LmtRtx -3%中股續跌:深-2.8 % 國企-2.2%港-2% Hxc-1.8% 滬-1.7%极氪-24%;財報:Dis+6%(廣達 -5%) 20Nvda ;Sox0%Asml+3%(投資人日喊多)Skh-5%; Smci -11%Fit-9%Fii-6% Aaoi-4%;羅-1.4% Eem納 標-0.6%道-0.5%Gld -0.3%Uso+0.8%;台店-1.5%台-0.6 %日 -0.5%韓0.1%;Mrna-6%Lly-3% Ebv:AlbWolfPfmEbm當升天賜贛鋒鋰天齊鋰-6% Ifnny+3%裕元-4% AIE:Mhi+4%Sedg+6%Enph-5%Vst-3%; ---- 川馬妖風行情歇 11/13:JL世股摘與前瞻:期金髮女軟着;川馬妖風行情 ,財報Soun-17%Djt-5%Fit+ 22%,Rivn+14%福斯車投資韓-2.6%日 -1. 7%續挫: 三星電-5%Skh-4%;財報 20:Nvda-1%;TG:Amzn+2%Btc90k+2.7%Tnx4.451;Sox-2%Mu-4%ArmAmdMrvlTsm-3%;Smci-6%Aaoi-4%;羅-0.9%Eem-0.6%納-0.3%Gld-1%標0道Uso0.1%;Hxc-1.1%滬0.5%深0.2%國企港+0.1%;台-0.5%台店-0.2%; Semi:Swks-4%KlacSyna-3%AmatLrcx-2%;波音-4% AIE:Ccj日立-3% Ebv:Gfl+6%Alb+5%Ebm-6%StmIfnnyLgcPfm-5%TxnWolf-3% --- 川馬妖風行情歇 11/12:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情,中港台韓股挫Hxc-4.5 %國企-3.1%港-2.8%台-2.3%韓台店-1.9 %;TG:妖股回Tsla-6 %Nvda王者歸+2%,13.黃主教軟銀日AI對談佈道,財報:20.輝達Btc87.8kTnx4.432+3%,Djt-9%;Sox-1.6%MuIntcSksSs-4%QcomAmd-3%Tsm-1%;Smci-7%Fit-6%Fii-5%Adbe+4%;Eem-1.9%羅- 1.8 %Gld-1.1%道-0. 9% 標-0.3%納-0.1%Uso0.1%;滬-1.4%深-0.8%日-0.4%; AIE:Ceg-4%Vst-3%Enph-6%Sedg-11%Ccj+5% Ebv:Ggr-9%Wolf-8%Alb-7%當升恩捷-6%,Ssdi-4% 中:中芯-8%聯想Jd-5% 美鋁-6%Fcx-3% Tol-4% --- 川馬妖風行情恐慌趕頂特斯拉比特幣 11/11:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情;TG:Tsla+9%大軋空餘弱Nvda-2%納標指續微創高納標+0.1%;妖股妖幣續恐慌趕頂Btc87.9k+9% Tnx4.308債價回穩 Gem+10%SounAsmc+8%Crm+6%Djt+5%;Sox-2.5%IntcTsmArmMuSkhSs-4%AvgoMu-3%;Smci-5%DellPltr+3%;Uso-3%Gld-2.4%Eem -0.8%標0.2%道0.7 %羅1.5%;港-1.5%國企-1.4%深2% Hxc0.6%滬0.5%;韓-1.2%台店 -0.4%台-0.1%日0.1%;13.輝達軟銀日本AI峰會;財報:,台股廣達等密集財報,Mrna-7% Wolf-10%,20.輝達 Semi:KlacSynaLrcxGfs-3%;Ggr+11%;達航+4% Ebv:容百+15%Alb贛鋒鋰恩捷天賜+10%天齊鋰+5%Gm+4%Ifnny+3%Ebm-5%Skiet-4%Nxpi-3%; Fi:Wfc+4%Ms+3%; BhpFcxAa-3% ---- 川馬妖風行情 11/8:JL世股摘與前瞻:期金髮女郎軟着;川馬妖風行情TG:Tsla+8%餘跌:馬獨領投機妖股狂潮納指標指 再微創高Asmc+21 % Djt+15%Gme+6%;財報: Aaoi+55%Wolf+20%,Ggr+17%Mrna-7%(台股廣達等密集財報)20.輝達(8日已入道指);10月營收台積衝;11購物節;人大常會灑錢不如預期Hxc -4.7%; Btc76.3kTnx4.306; Sox-0.8%;Smci-4%Dell-3%,PltrSoun+4%;Eem-2.5%Uso-2.1%Gld-0.7%羅0.7%道0.6%標0.4%納0. 1%;港國企-1.1%滬- 0.5%深-0.3%;台0.6 %日0.3%;台店-0.4%韓-0.1% Semi:Syna+8%Gfs-3%;Lly+4%Rtx+3%;Cat-4% AIE:Tt+4%Vst+5%MhiPwr+3%Ccj-3%;Evb:容百+7%當升+6%天賜+5%Tm-3 %;Fcx-5%Bhp-4% ---- 川馬妖風行情反撲 11/7:JL世股摘與前瞻:期金髮女郎軟着;美降息25基點至4.5~4.75%,英降息25基点至4.75%;輝達8日入道20日財報;台積10月營收利多;11購物節;納指標指再創高;Djt-23%;財報:Wolf-39%Vst+8%Smci+12%Arm+4%Mrna-3%;TG:MetaTsla+3%Aapl+2%Nvda+2%;Sox2.3%Intc+5%TsmMrvlAmat+4%Amd+3%;Aaoi+10%Soun+22%;Btc76.2kTnx4.341-2%;Eem2.2%Gld1.6%納1.5%標0.7%道0Uso0.2% 羅-0.4%;Hxc3.5%滬2.6%深國企2.5%港2%;台店0.9%台0.8%韓0日-0.3%; Semi:SynaLrcx+3%Asml+2%Gfs-3%;Cat-2%; 反川AIE:Ccj+5%Ngr+4% PwrCeg+3%日立+5% Evb:Ski-5%Ssdi-4% Alb當升容百+3%; 反川:JpmWfc-4%Gs Ms-2%;中企:中芯茅台酒+5%;Fcx+4%;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 --- 川勝川馬妖風行情大噴殺 11/6:JL世股摘與前瞻:期金髮女郎軟着;7.美央爸會; TG:Nvda+4%市值第一,8日入道指,GoogAmzn+4% ;川勝大噴大殺:助選首功臣Tsla+15% Djt+6%(勝選噴4成開盤大回);扶美企:Gf s+13%Intc+7%或不利非美企Asml-2% Tsm -1%聯想-5%;金獲利了結:Gld-3% Btc75.2k+6%創高Tnx4.426;日+2.6%, 軍工:Ihi+16%Mhi +10%日立+4%;新能源股大屠殺:Sedg -22%Enph-17%;金融股噴:Fi:Wfc+13% Gs+13%MsJpm+12%Bac+8%;羅5.8%道3.6%納3% 標2.5%;Sox3.1%Mu+6% Mrvl+4%Syna+4%Ai+4%Soun+6%;國企-2.6%港-2.2% Hxc-1.8% 財報:Pltr+9%Ceg+3 %Rivn-8%,Smci-18%,Qcom+4%盤後+7 %,Arm+3%,盤後-5 %,7.Vst;10月營收季頂;11購物節;Eem -1.2%Uso-0.3%;深- 0.4%滬-0.1%;台台店0.5%韓-0.5%;阿里-5%Jd-4% Evb:Wolf+7%TxnF+6%NxpiOn+3%Ebm-9%Pfm-8%Lges-7%Ssdi-6%SkiLgc-5%IfnnyAlb-4% 觀旅:Ccl+8%達航+7%美航+6%;Unh+5% 原物料:美鋼+8%美鋁+6%Cop+4%Cvx +3%;Cat+9%;Etn+6% 軟:Orcl+6%Panw+5%SnowAdbeCraw+4% ------ 11/5:JL世股摘與前瞻:期金髮女郎軟着;5.川勝選? Djt-1%Btc$70.3kTnx4.289,Tsla+4%;7.美央爸會,11購物節;10月營收季頂;財 報:Pltr+23%Gfs+16%Nxpi-6%Ceg+3%,Smci+6%盤 後-15%6.ArmQcom7.Vst;TG:Nvda+3%8日入道指 ;Sox1.7%MuIntc+4%AvgoMrvlLrcxAmat+3%Tsm+2%Fit+9%Ai+7%Soun+6%;中14人大常委會召開:深3.2%國企2.6%滬2.3%港2.1%Hxc 1.6%飆妖股,軍工股,晶片股中芯;羅1.9% Eem納1.4%標1.2%道1%Uso0.6% Gld0.2;日1.1%台0.6%韓-0. 5%台店-0.1%;高盛+3%Tol+4% Evb:天賜+10%容百+7%華友鈷+6%美鋁+5%Gm+4% Ssdi -6%Skiet -8% AIE:Vst+5%NrgTt+4%;財報:20Nvda ---- 11/4:JL世股摘與前瞻:期金髮女郎軟着;5.川勝選?Djt+12%Btc$68kTnx4.309;停產協定延Uso+3.2%;10月營收旺季頂;7.美央爸會,11購物節;美監管擋 Amzn資料中心核能發電Ceg-12%VstCc j-3%;財報: 4.盤後:Pltr+13%Nxpi-5% Ceg.5.Smci, Mhi,6.Arm Qcom,7. Vst ;TG:Tsla-2%;4.SK-AI峰會:Skh+6 %道剔: Intc-4%;Sox-0.6% Arm-3%Mu+3%;Eem0.6%羅0.4%Gld 0.1%道-0.6%納標- 0.3%;深2%滬1.2% Hxc1.1%國企港0.3 % ;韓1.8%台0.8%台店-0.4%; Evb:Ebm+7%Pfm+6%Byd+4%Alb+3%WolfStm-3%;Xom+3%;美航-4%達航-3 %;財報:20Nvda;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 ---- 11/1:JL世股摘與前瞻:期金髮女郎軟着:日央爸鷹嘴:日-2.6%日立-6%Ihi-5% Mhi- 4%;5.美投票川勝?Djt-14%,Btc$70 kTnx 4.361;7.美央爸會,11購物節;財報: Smci -11%Amsc +16%Amzn+6%Intc+8%4.CegPltrNxpi,5.Smci,Mhi, 6.ArmQcom,7.Vst; TG:Nvda+2%;Sox+1.1%Mrvl+6%Syna+2%Tsm+1%Aaoi+8%Dell+6%;納0.8%道0.7%羅0.6%標0.4%Eem0.1%Gld-0.4% Uso-1.5%;國企1.1%港0.9%Hxc 0.1%滬-0.2%深-2.3 %;韓-0.5%台-0.2%台店0.3%;AIE:VstNrg -4%;Cvx+3%;波音+4% Evb:Byd-6%SkiAlb+4%天齊鋰+6% ---- 11/1:JL世股摘與前瞻:期金髮女郎軟着:日央爸鷹嘴:日-2.6%日立-6%Ihi-5% Mhi- 4%;5.美投票川勝?Djt-14%,Btc$70 kTnx 4.361;7.美央爸會,11購物節;財報: Smci -11%Amsc +16%Amzn+6%Intc+8%4.CegPltrNxpi,5.Smci,Mhi, 6.ArmQcom,7.Vst; TG:Nvda+2%;Sox+1.1%Mrvl+6%Syna+2%Tsm+1%Aaoi+8%Dell+6%;納0.8%道0.7%羅0.6%標0.4%Eem0.1%Gld-0.4% Uso-1.5%;國企1.1%港0.9%Hxc 0.1%滬-0.2%深-2.3 %;韓-0.5%台-0.2%台店0.3%;AIE:VstNrg -4%;Cvx+3%;波音+4% Evb:Byd-6%SkiAlb+4%天齊鋰+6% ---- 10/31:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:川普大選?Djt-12%,Btc$70.1k -3%Tnx4.284;財報:Smci -12%Li-14%Msft-6%MetaIntc-4%,Amzn-3%Aapl-2%,Ip+13%Cop+6%;TG:Nvda-5%Tsla-3%;Sox-4.1%,Arm-8%Asm-6%Avgo-4%MuSkh-4%QcomAmd-3%Tsm-2%;納-2.8%標-1.9% Gld羅-1.6%道-0.9% Eem-0.7%Uso2.4%;11.5.美投票,7.美央爸會,11購物節;Hxc-1.3%國企港-0.3%滬0.4%深 0.6%;韓-1.5%日- 0.5%; Semi:Syna-5%Gfs-Klac-4%LrcxSwks-3%;美航-4% Evb:Wolf-12%Byd-5%NxpiOn-4%贛鋒鋰+4% 軟:Pltr-5%SnowOrcl-4% AIA:Soun-8%GmeAi-5%Dell-4%;AIE:EtnCcjPwr-3%日立-5% ----- 10/30:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤(晶片雙巴):科技財報密集;川普勝率增 Djt-22%,Btc$72.1kTnx4.266;29.Arm-2%科技論壇;財報: Smci-33%提不出財報換審計,Amd-11%%,Lly-6%,Goog+3% ,30Meta,Msft盤後-4%,31Aapl,Amzn+2%,Intc;11.5.美投票,7.美央爸會, 11購物節;TG:Nvda Tsm -1%;Uso2.4%Gld0.6%創高,羅道-0.2%標-0.3% 納-0.6%Eem-1%;Sox-3.4%雙巴,Qcom-5% Mu -4%Soun-9%;國企-1.8%港-1.6% Hxc-1%滬-0.6%深 -0.1%;日1%韓-0.9%台-0.5%台店-0.1% Semi:Swks-8%Gfs-6%AsmlSyna-4%Amat-3% Evb:Stm-5%IfnnyNxpi-4% 中股:中芯-7%Jd-4% ---- 10/29:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:科技財報密集;川普勝率增Djt+9%, Btc$72.3k+4%Tnx4.274;歐盟中車反補貼稅45.3%;29.Arm+5%科技論壇;財報:Amd+4%盤後-7%,谷歌盤後+6%康寧+5% F-8%,30Meta+3%, Msft, 31Aapl,Amzn,Intc;11.5.美投票,7.美央爸會,11購物節; TG;Gld+1.1%創高納0.8%標0.2%羅Eem-0.3%道-0.4%Uso-1.1%;Sox2.3 %AvgoLrcx+4%KlacAmatSyna+3%Aaoi-6%;深-1.5%Hxc-1.4%滬-1.1%國企0.4%港0.5%;日0.8%韓0.2%台-1.2%台店-1% Evb:Lgc-6%天齊鋰- 3%OnTxn+3%;達航+4% EAI:Ihi+5%Mhi+3% ---- 10/28:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:科技財報密集,以伊戰暫告段落: Uso-5%;川普勝率增嘴台 Djt+21%Tsm-4%,Btc$70k+3%Tnx4.278;迷因小飆衝Gme +11%Soun+18%;28蘋果AI手機;29.Arm +4%科技論壇;財報:Amd+2%,谷歌,30Meta, Msft,31Aapl;11.5.美投票,7.美央爸會,11購物節;TG:Tsla -2%嘎完空 ;羅1.6%道0.7 %Eem0.4%納標0.3 % Gld0;Sox0,Lrcx-3% Mrvl+2%三星電+4 %Fit -6%Aaoi-5%;Hxc4.1%深0.7%滬0.6%國企0.1%港0;日1.8%韓+1.1%台-0.6台店-1.2%;裕元+13% Evb:特斯拉供鏈衝: EbmSkiet+9%Ssdi +8%Pfm+7%Ski+6%;Alb+5%NxpiWolfTmF+3% EAI:Sedg+8%CcjVst+3% 觀旅:Ccl+5%美航+3%; Fi:GsMsBacWfc+2% ---- 10/25:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:27日大選,28蘋果AI手機;29.Arm科技論壇;財報:29.Amd,30 Meta,Msft,31Aapl; 11.5.美投票,7.美央爸會,11購物節;黃主教丹麥印度秀:市值一度稱冠贏蘋;Djt +11%;TG:Tsla+3%續嘎空領納創高18518+0.6% Tnx4.232Btc$66.4k-2% Uso1.6%Gld0.2%Eem-0.1%標0羅 -0.5%道-0.6%; Sox+1.1%GfsTsm+3% AmdArm+2%;深1.9 %Hxc1.4%滬0.6 %港0.5%國企0.4%;台0.7%韓0.5%台店0日-0.6%;美航+3% Evb:特斯拉供應鏈衝:天賜+10%恩捷+9%天齊鋰+7%贛鋒鋰華友鈷容百+6%寧德時代+5%;Sedg +6% Fi:GsBacMs-2%;Mcd+3% 財報:20Nvda;12月.谷歌新AI,18美央爸會;1/7.Ces黃主教佈道 ---- 10/24:JL世股摘與前瞻:期金髮女郎軟着;世界基金年 報結算,雙巴盤:財報: Tsla+22%Soun+6%Lrcx+5%Txn+4%,機器人Ter-11%Ibm-6 %贛鋒鋰天齊鋰-4% Tnx4.2Btc$68k 黃主教頻秀;27日大選,28蘋果AI手機;29.Arm科技論壇;財報:29AMD,30Meta, Msft,31Aapl; Sox0.5%;Gld0.8%納0.8%標羅0.2% Eem-0.2%道-0.3% Uso-0.7%;國企-1.6 %港-1.3%滬0.7% 深-1.3%Hxc-0.8%;台店-1.4%台-0.6%日0.1%;當升-7% ---- 10/23:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:Djt:+4% 川勝率增:加降息50bp至3.75%美債續率升價跌Tnx4.242Btc$67.1k 黃主教頻稱需瘋;TG: MetaNvdaAmzn-3%Aapl-2%;財報:TxnSkh+4%, 盤後:TsIa+9%Lrcx +6%Ibm-2%;Sox-1.1%Arm-7%Qcom-4%MuAvgo-3%Soun-6%Panw-5%;Mcd-5%納-1.6%Gld-1.2%道-1%標-0.9%羅 -0.8% EemUso-0.6%;國企1.3%港1.2%滬0.5%深0.2% Hxc-1.2%;韓1.1%台店0.2日-0.8%台-0.9%; 核電:Ccj-5%Mhi Ceg-3%SedgEnph-15% Evb:Pfm+7%Lges+6%當升天齊鋰+5%Wolf-4%; ------ 10/22:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤:Djt:+10% 川勝率增:美元升金續漲原油漲,美債率升價跌Tnx4.204Btc$67.2k 黃主教頻稱需瘋;TG :Msft+2%;財報:GM +10%,Lmt-6%,Vz-5%星巴克-7%;23Tsla,Lrcx, Ibm; Sox-0.5%AmdTsmMuIntc-2%;Aaoi-5%SmciDell-4%;Uso2.4%Gld1.1%納0.2%道0標-0.1%Eem-0 .2%羅-0.4%;深Hxc0.9%滬0.5%國企0.3%港0.1%;台店0.4%台0日-1.4%韓-1.3%;高通日Qcom+2% 核電:Vst-4%Mhi Ceg-3% Evb:Skiet-5%Lgc-4% --- 10/21:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤起:港股前日大飆昨跌:國企 -1.8 %港-1.6%Hxc -0.8%滬0.6%深1.6 %;黃主教頻稱需求瘋;TG:Nvda+4% 143.71創高市值逼蘋果:財報: 23Tsla, Lrcx,Ibm; Sox0.1%Mrvl+2%; Btc$67.1kTnx4.182; Uso1.2%Gld0納0.3% 標-0.2%道-0.8% Eem-0.7%羅-1.6% ;台店1.4%台0.2%日- 0.1% 核電:IhiMhi-4% Amsc-4%;Wolf-4%; Bby-3%Tol-4%波音+3% --- 10/18:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算,雙巴盤起;習土皇親再下指導:深國企4.1%港3.6%Hxc+3%滬2.9%中芯+16%FitFii+10%寧德時代+8%Byd聯想容百+6% 黃主教頻稱需求瘋; TG:Nflx財報+11% 23Tsla, Lrcx,Ibm;Sox0.1%,Tsm-2%Skh-4%Asml+3%; Btc$68.5kTnx4.073;Gld1.1%Eem1%納0.6%標0.4%道0.1%Uso-1.7%羅-0.2%;財報佳台積+5%台1.8%日0.2%韓-0.6%台店-1.1% 核電:Vst+3%Ccj +2% 27日大選,28蘋果AI手機;29.Arm科技論壇;財報:30Meta, Msft, 31.Aapl;11.5.美投票,7.美央爸會; 財報:20.Nvda;1218 .美央爸會;1/7.Ces黃主教 --- 10/17:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算:歐央爸第三次降息1碼至3.25%,金續創高;黃主教頻稱需求瘋;TG: Nvda0.9%創高;財報:Tsm+10%;Sox1%,AvgoMuAsml+3%;中官宣失效Hxc -3.6%國企-1.2 %滬-1.1%港-1%深0.6% Btc$67.4kTnx4.096;Gld0.6%道0.4%Uso0.3%納標0 Eem-0.2%羅-0.3%;台店0.5%台0.2%韓0日-0.7% 核電:VstNrg-6% Ceg-3%;Alb-4% 17.Nflx財報 --- 10/16:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算;Djt+16%;核發電: Ccj+8%Vst+6%Ceg +5%; 財報:Asml-6%Ms+ 7%,16Tsm,17Nflx;黃主教近頻曝光稱需求瘋,聯想日:黃主教站台,Intc聯Amd 與巨頭挑戰Arm;TG: Nvda+3%;Sox0.2%,Mrvl+3%Mu+5%Klac-4%AmatLrcx-3%;Aaoi+%Fit-7%;中 共明又救市政官宣Hxc0.9%深-1%國企港-0.2%滬0.1% Btc$67.7kTnx4.016;羅1.6%Eem道0.8%Gld標0.5%納0.3%Uso;日-1.8%台-1.2%韓-0.9%台店-0.2%;Amsc+13%;27.日大選,28蘋果AI手機;29.Arm科技論壇; 觀旅衝:達航美航+7%Csco+4%Dis+3% Evb:Wolf+15%Skiet Ski-4%寧德時代當升-3%; --- 10/15:JL世股摘與前瞻:期金髮女郎軟着;世界基金年報結算;油價跌Uso-4.2%; Djt+10%;美政府將新AI晶片禁令:TG: Nvda-5%;財 報Asml-16%Eric+1 4%, 16Lrcx-11%,Tsm-3%;Sox-5.3%,Klac-15%,Amat-11%,Arm-7%,Amd-5%,Mu-4%IntcAvgo-3%;SounAi-5%;中政策無效?Hxc-5.9%國企-4%港-3.7%滬深-2.5% Eem-2.1%阿里百度Jd-5%騰訊微博-4% Btc$66.8kTnx4.038;納-1%標道-0.8% 羅0.1%Gld+0.4%;台1.4%日0.8%韓0.4%台店+0.2%; 財報:Unh -8%16.Ms, 17.Nflx;10月上半,黃主教頻受訪稱需求瘋;27.日大選,28蘋果AI手機;29.Arm科技論壇;Ccl+8% Evb:Wolf+21%StmOn-5%BydNxpiTxn天齊鋰-4%寧德時代贛鋒鋰-3% EAI:Ihi+4%Hhi+3%Vst-3%;原料:Cop-4%Xom CvxFcx-3% --- 10/14:JL世股摘與前瞻:期金髮女郎軟着;北韓威脅南韓,中共恫嚇台軍演13小時結束,川普勝率增Djt+18%, Btc$66k+5%Tnx4.078;黃主教頻受訪稱需求瘋狂,預期Tsm17財報會佳: Nvda+2%138衝世界市值首,領TG與半導體設備股衝,領標指道指再創高;Sox 1.8%Arm+7%(科技論壇) QcomMrvl+5%AmatAsml+4%KlacLrcx+3%,Soun+6%;納0.9%標0.8%羅0.6% 道0.5%Gld-0.2%Ee m-0.4%Uso-2%;中財部再官宣美港中概回:深2.7%滬2.1% Hxc-2.1%港-0.8%國企-0.5韓1%台台店+0.3%; 財報:15.Gs,Bac,美航,16.Asml,Lrcx, Ms,17.Nflx;Vst+6%;Wfc+3% Evb:寧德時代+3%贛鋒鋰華友鈷On+4% Byd天齊鋰-4%;達航+4%; -- 10/11:JL世股摘與前瞻:期金髮女郎軟着;Djt+5%川普勝選機率增;財報:富銀+6 %Jpm+4(Bac+5%Gs+3%);道指+1% 42863,標指+0.6% 5815雙創高;羅2.1 %Gld1.1%道0.6%Eem 0.7%納0.3%Uso- 0.4%;台1.1%台店日0.6%韓-0.1% Tnx4.073,Btc$62.6k+3.3 %;財報:15.Gs,Bac,Uaa 16.Asml,Lrcx,Ms,17.Tsm+3%Nflx; Sox0.8%MrvlAmd+2%Avgo-2%,Aaoi+7%Ai+4%11.TG:RoboTaxi.Tsla-9%,12.中財政部預告官宣會:中股續跌再逼政策?深-4%滬-2.6%Hxc+0.9%; 27.日大選,28蘋果AI手機;29.Arm 科技輪壇;11.5.美投票,7.美央 爸會 Evb:Wolf+21%容百-8%當升天賜-7%寧德時代贛鋒鋰華友鈷恩捷-6%;12/18.美央爸會 --- 10/10:JL世股摘與前瞻:期金髮女郎軟着;中政府盤前放話:國企+3.5%港+3%滬+1.3%Hxc0.3%深-0.4%中芯-6%;Djt+17%Uso3.4%;Gld0.7%Eem0.2%納道-0.1%標-0. 2%羅-0.6%;日0.3%韓0.2%;Ggr-12% Tnx4.096,Btc$60.2k:TG: Nvda+1.6%;財報:17 台積; Sox-0.5%MuSkh+4%Fit+6%Soun+5%Aaoi+3% Crwd+6%;10.Amd日-4% ,RoboTaxi.Tsla-1%;27.日大選,28蘋果手機 Evb:SkiByd聯想+4%容百-3%;Amsc-7%;東方外海茅台酒+3% --- 10/9:JL世股摘與前瞻:期金髮女郎軟着;A股補崩:深-8.7%滬-6.6%國企 -1.6%港-1.4%Hxc -1.3% 茅台酒-7%老虎證-14% Tnx4.067,Btc$60.7k:TG;道1%標0.7%納0.6%羅0.3 %EemGld-0.5%Uso -0.7%;日0.9%台0.2 %台店-0.7%;財報:17台積,設備股衝AsmlKlac+3%;Sox 1.1%ArmAvgo+4%Smci+4%Ai+7%康寧+5% 10.Robo Taxi;27.日大選,28蘋果手機;Ccl+7%; Evb:當升寧德時代-15%容百-13%贛鋒鋰天賜-10%華友鈷-8%天齊鋰-7%恩捷-5%;Gm+5%; EAI:Ceg-6%Nrg-5%Vst-3%;軟:Pltr+5% Snow+4% --- 10/8:JL世股摘與前瞻:期金髮女郎軟着,Djt:16%;7.AISummit Nvda+4%三個月新高;Uso-4.3%;港股補崩中股長假後補漲:恒科-12.8%Hxc-7%國企-10%港-9.4%滬4.6%深8.9%Eem-2. 5%,日-1%韓-0.6%台店-0.5%台-0.4%(今年迄昨:國企+45%恒 科+43%,港+36%):中芯-18%老虎證-16%微博聯想-11% Tnx4.033,Btc$62.2k:TG;納1.5%標1%羅0.1%道0.3%Gld-0.7%;Sox1.3%Intc+4%Avgo+3%Syna-5%Skh-4%Aaoi+10%;EDT:事件交易多已先反應:8.鴻海日:Fit-9%Fii+ 10%,9.聯發科天磯9400,10.Robo Taxi;財報:7.Smci-5%,17台積;28蘋果手機; Evb:當升+20%寧德時代+19%容百+18 %恩捷華友鈷贛鋒鋰+10%天齊鋰-14%比亞迪-9%Li-8% 中:Jd-12%阿里-9%騰訊-8%百度-7%;Lvmh-4% 原料:AaFcx-4%Bhp -4%CopXom-3% 觀旅:Ccl+5%美航+3% 軟:Pltr+7%Panw+5%;東方外海-5% --- 美港中概股漲幅縮被排擠中韓台股強彈 10/7:JL世股摘與前瞻:期金髮女郎軟着;佛州新颶風油價續飆Uso+4%,通膨壓力大,Tnx4.024回升4%, Btc$62.4k與美股回TG: Tsla-4%Amzn-3%GoogAaplMeta-2%;Eem0.8%納-1.2%標- 1%道-0.9% Gld-0.3%;美港中概股漲幅縮被排擠中韓台股強彈,高盛拉拉隊慢拍上調中股15~20%,Hxc0.1%國企2.1%日台1.8%港韓1.6%台店1.2%;(今年迄今:國企+45 %,恒科+43%,港+36 %):腦洞科+275.9%,宏業期+58%,招商證+28%中芯+22%;馬斯克站台川普Djt:11%; EDT:事件交易多已 先反應:7.AISummit Nvda+2%;Sox-0.2%Tsm +2%Skh+6%;8.鴻海日 9.聯發科天磯9400,10.Robo Taxi;財報:7.Smci +16 %,17台積;28蘋果手機; Evb:Skiet+12%天齊鋰+11%Byd+5%;Aig-3% AI新王:Gnrc+9%日立+4%Vst-5%;Ggr+9% 軟:Adoe-4%Pltr-3%; ;東方外海+7%;11月5.美投票;美央爸會(11/7,12/18 ) --- 10/4:JL世股摘與前瞻:期金髮女郎軟着;8.鴻海日: Fit+25%,Fii+10%;港中股續衝擠台日韓股(今年迄今:國企+41%,恒科+39%,港+33%):宏光半+286 %,晶門半+70%,老虎 券+35%,中芯+29%; 恆科+5%Hxc國企3.1%港2.8%,韓0.3%日0.2%台-0.4%台店 -0.9% Btc$62.2kTnx3.981 7.Nvda AI Summit TG:Tsla+4%Amzn+3%Nvda+2%;Sox1.6%Amd+5%AvgoSkh+3%;Aaoi+9%Ai+5%Dell+4%;9.聯發科天璣9400,10.RoboTaxi;財報:17台積;28蘋果手機AI;羅1.5%納1.2% EemUso標0.9%道0.8%Gld-0.2% Evb:Alb+8%天齊鋰+7%;Amsc+11% AI新王:Vst+5%Ccj +4%Ceg+3%;美航+6%Ccj達航+4% Fi:Aig+5%WfcJpm+4%Ms+3%;美東罷工結束航運股價崩:東方外海-8% ----- AI新王核發電,石破茂新政 10/3:JL世股摘與前瞻:期金髮女郎軟着;以襲伊油設施?油價+4.1%;AI新王:核發電:Vst+6%Ceg+5%; 日台韓股反排擠,港股止六連漲:日2 %Hxc-2.4%國企 -1.6%港-1.5%Eem-1.2% Btc$60.7kTnx3.85 TG:Nvda+3%Tsla-3%;Sox0.5%Tsm+3%AmdMu+2%Aaoi+3%;Ggr+18% 7.Nvda AI Summit 8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;財報:17台積;蘋果手機AI;納0 Gld-0.1%標-0.2%道-0.4%羅-0.7%;中:Jd-8%天齊鋰-7% 中芯微博百度-5%阿里-4% --- 政策續飆中港股排擠日韓股 10/2:JL世股摘與前瞻:期金髮女郎軟着;美東碼頭罷工:東方外海+6%;中救市組合拳續逼空,排擠日韓股: 國企7.1%港6.2%Hxc 4.9%,日-2.2%韓-1.2%; Btc$61.5kTnx3.742 TG:Tsla-3%Nvda+1.6%; Sox1.5%MrvlTsmAvgo+2%Aaoi+3%Smci+4%; 8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;財報:Nke-7%,17台積;蘋果手機AI;Eem2% Uso0.9%納道0.1% Gld標0羅-0.1% 中:Jd+11%天齊鋰+9%騰訊中芯Byd +6%阿里+5% Semi:GfsKlac+3%AmatLrcx+2%;軍工能:Mhi-4%Ihi日立-3% --- 10/1:JL世股摘與前瞻:期金髮女郎軟着;中救房股組合拳續逼空Hxc+5.5%;伊轟以Uso+3.1%;美東罷工,Ism續縮;石破茂:增軍費思核武,印太北約,軍工: Mhi+8% Ihi+7%Lmt日立+4%Rtx+3% ;TG:Nvda-4%Aapl-3%Msft-2%;Sox-2.9%Arm-5%IntcMuAvgoAmdQcomMrvl-3%;AiAaoi-7%Dell-5%Ter-4%Hpq-3%;8.鴻海日,9.聯發科天璣9400,10.RoboTaxi,蘋果手機AI通;財報.17台積; Btc$61.5kTnx3.742; 納羅-1.5%標-0.9%道-0.4%Eem0.7% Gld1.1%Uso4%;日1.9%台0.8%台店0.7% Semi:SynaGfs-4% AmatSwksLrcxKlac-3%;Evb:Wolf-6%Ifnny-4%NxpiStm-3% ---- 中股恐慌趕頂,排擠日韓台股 9/30:JL世股摘與前瞻:期金髮女郎軟着;作帳超級狗熊翻:中建國75週年,中股恐慌趕頂,排擠日台韓股:深11%滬8.1% 國企2.9%港2.4%;日-4.8%台-2.6%韓-2.1%Hxc0.5%台店 -0.7%;Djt+9% TG:Aapl+2%;Sox-0.9%Tsm-2%Mu-4%Skh-5%三星 -4% ;Fii+10%Aaoi+4%;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi,蘋果手機AI通;財報.17台積;Btc$63.1kTnx3.802;標0.5%納0.4%羅0.2%道0 Uso-0.5%Gld-0.8%Eem-1.6%;中芯+12%茅台酒阿里+7%;Evb:德方納米當升+20%天齊鋰+13%寧德時代+11%贛鋒鋰華友鈷恩捷天賜+10%容百+9%Wolf -5%Ifnny-3% EAI:日立-6%三菱重工-3%; ---- 9/27:JL世股摘與前瞻:期金髮女郎軟着;作帳超級狗熊翻:中:十一黃金週,建國75週年,降準0.5%今實施:中股續領塑化鋼鐵銅鋁狗熊翻:深6.7%Hxc+4%港 3.6%國企3%滬2.9 %,Jd +10%Wb+9%茅台酒+7%Lvmh +4%;Djt+ 6%;27.石破茂當選:日期-5%; TG:Tsla+2%Nvda-2%;Sox-1.8%Tsm-5%MrvlAvgoKlac-3%;Fii+6%Smci+4%Aaoi-7%Dell-5%Hpq-4%;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi,蘋果手機AI通;財報;Btc$65.7k Tnx3.749;Uso1.8%羅0.7%道0.3%標- 0.1%Eem -0.2%納-0.4%Gld-0.8%;日2.3%韓-0.8%台台店 -0.2%;聯想+6%阿里+5% Evb:天齊鋰+13% Wolf+11%贛鋒鋰寧德時代華友鈷恩捷天賜+10%當升容百+9%天賜+7% Byd+6%Ifnny+5% EAI:Sedg+7%三菱重工+5%Vst+3%; ----- 9/26:JL世股摘與前瞻:期金髮女郎軟着;中:十一黃金週,建國75週年,央爸救市,另財政大灑錢:股市續噴:Hxc+11%國企4.8% 港4.2%深4%Eem3. 7%滬3.6%韓2.9%日2.8%, Lvmh+10%茅台酒+11%Wb+10 %;美鋁+9%Fcx+7%;26.Meta日;27.日首相選;8.鴻海日, 9.聯發科天璣9400, 10.RoboTaxi;財報:Mu +15%Skh+9%三星+4%; TG;Sox3.5%Syna+9% Amat+6%Lrcx+5%Asml+4%MrvlAmd+3%Tsm+2%;Dell+5%;調查Smci-16% Btc$65.2k+4%Tnx3.791;羅道納0.6% Gld0.5%標0.4% Uso-3.5%;台0.4%台店0.3%;美航+7%達航+6%;中:阿里+7%騰訊+6% Evb:Wolf+17%Alb+10%OnIfnny+5%天賜+7% EAI:Sedg+7%日立+5%三菱重工+4%;Ggr-8% --- 9/25:JL世股摘與前瞻:期金髮女軟着;Djt+10%;中:十一黃金週,建75週年,央爸救市降息準組合拳(道標指創高回落);8.鴻海日,9.聯發科天璣9400,10. RoboTaxi ;財報:Mu盤後+10% ;TG:Nvda+2%;Sox0.8%Intc3%Arm+2% Btc$63.9kTnx3.775;Uso-2.5%羅-1.2% Eem-1.1%道-0.7%標-0.2%Gld-0.1%納0;台1.5%台店1.4%韓-1.3%日-0.2%;深滬1.2%國企0.8%港0.7%Hxc-2.8%;Cop-3%;Evb:Gm-5%AlbWolfF-4%;EAI:Vst+6%Ceg+4%Sedg-5%Ggr+14% ---- 中:央爸救股房市噴 9/24:JL世股摘與前瞻:期金髮女軟着;中:十一黃金週,中建國75週年前組合拳大救房股市,中港股噴:(台美股走高,道標指創高)Hxc9%國企5.1%滬4.2%港4.1%深4% Eem3.1%:中:Wb+11%Li+10%茅台酒+9%百度+7%阿里+6%;金屬:Fcx銅+8%美鋁+7%;東方外海+4%;22.美無人商團訪;8.鴻海日,9.聯發科天璣9400, 10.RoboTaxi;TG:Nvda+4%;Sox1.3%Tsm+4%Aaoi+14%Fii+10%Fit+8%;Btc$62.9kTnx 3.749;財報; Uso1.1%Gld1%納0.5%標0.2%道羅0.1%Uso -0.9%;韓1.1%台0.7%日0.6%台店-0.4%;Djt+5% Evb:當升+10%Skiet恩捷+9%Lgc贛鋒鋰天齊鋰+8%;Cat+4% EAI:日立+5%三菱電機+4%; --- 9/23:JL世股摘與前瞻:期金髮女郎軟着;川交易挫Djt-10%;中十一黃金週;8.鴻海日:10.RoboTaxi 21.美台國防會議;22.美無人機商團訪台;TG:Tsla+5%;Sox0.1%IntcMu+3%Mrvl-3%Fit+8%;Btc$62.9kTnx 3.749;財報; Eem0.8%標0.3%Gld 道+0.2%納0.1%羅- 0.3% Uso-0.9%;台0.6%韓0.3%台店0.1%;Hxc1.4%滬0.4%深國企0.1%港 -0.1%;Amsc+11%; EAI:Ccj+4%VstGnrc+3%; ----- 9/20:JL世股摘與前瞻:(19.美降息50bp晶片領噴)期金髮女郎軟着;川交易挫:Djt -8%;新能源Ceg+ 22%Vst+17%Ccj+8%Nrg +6%;21.美台國防會議;22.美無人機與反無人機商團訪台;中:十一黃金週;8.鴻海日,10.RoboTaxi;傳高通欲併Intc+3%;財報:Nke+ 7%Fdx-15%;TG:TslaNvda-2%;Sox-1.3%Avgo+2%AsmlSyna-4%Amat-3%Gme+12%Smci+5%Ter-4%;Btc$63.1kTnx 3.728; 羅-1.1%納-0.4%標 Eem-0.2%道+0.1% Uso+0.2%Gld+1.3 %;日1.5%台韓0.5%台店-0.3%;港+1.4%國企+1.2%滬0深 -0.2%Hxc-0.6%;Ggr-13% Semi:Gfs-4%AmatLrcxKlac-2%;Crwd+8% Evb:Wolf-8%OnIfnny-5%StmAlb-4%; ----- ***美降息50bp次日晶片股領噴 9/19:JL世股摘與前瞻:期金髮女郎軟着;美央爸降息50bp(台央爸升準1碼);半導體領科巨世股衝:TG: Tsla+7%NvdaMetaAapl+4%;Sox4.3%Hxc4.2%Uso3%納2.3%日羅Eem國企2.1%港2%台店1.8%台標 1.7%AmatAmdKlac+6% TsmAsmlMrvlGfs+5% 財報:聯邦快遞:盤後一度-10%;川交易:Djt-6%; Btc$62.7kTnx3.74;Gld+1.6%道1.3%;韓0.2%;深1.6%滬0.7%; Semi:LrcxAvgo+4% SynaQcomSwks+3%;Ter+5%;Cat+5%;軟:CrwdAdbe+4% EAI:日立Pwr+6%Etn+5%三菱重工Ceg+4% Evb:Wolf+6%On+4%AlbTxnStmNxpi+3%;Ggr-14% 原料:Bhp+4%Fcx +3%; Fi:Gs+4%BacWfc+3% ---- 9/18:JL世股摘與前瞻:期金髮女郎軟着;美央爸降息50bp至4.75~5%,港央爸降息50bp至5.25%;印尼央爸降1碼至6%;台央爸?季報作帳9月魔咒:先踹狗熊:Ggr-9%,轉狗熊翻Intc-3%;財報; 川交易:Djt-4%;Btc$62.3 k+4%Tnx3.685;TG:Aapl +2%Nvda-2%;Sox-1.1% Skh-7%;Uso-1.5%Gld-0.8%Eem-0.4%納道標-0.3%羅0%;日2.1%台台店-0.8% 韓-0.1%;滬0.5%深- 0.2%Hxc-0.9%;AsmlSyna-2%;Evb:Alb-4%Wolf-3% ---- 9/17:JL世股摘與前瞻:期金髮女郎軟着;等19.美央爸降息;中:十一黃金週落空?季報作帳9月魔咒:先踹狗熊(Ggr-11%),轉衝狗熊翻lntc+3%:分拆代工成子公司;財報;10.RoboTaxi;蘋果新機冷Tsm-1%;TG; Sox0Mu+2%;Aaoi-3%; 川交易:Djt-7%;Btc$60.2k +3%Tnx3.642;Uso1.2%羅0.7%納0.2% Eem0.1%標道0Gld -0.6%;日-1%;港國企1.4%Hxc1.8%,Li+12% ;Mrna+4%;Cop+3%;美航達航+3%;Enph+6% ---- 9/16:JL世股摘與前瞻:期金髮女郎軟着;等19.美央爸降息;9月魔咒轉季報尾短衝作帳(停損:Ggr-14%) lntc+6%作帳狗熊翻:國防部單額外補30億美元,分拆代工成子公司;財報:Orcl +5%10.RoboTaxi;蘋果 新機預售破發果鏈遇冷Aapl-3%Swks-5% Tsm-2%;TG:Nvda-2%;Sox-1.4%Arm-6%Mu-4%Avgo-2%Syna+3% ;Aaoi-10%; Btc$57.7kTnx3.621;川交易挫:Djt-4%;Ccl+3% ;Uso1.5%道0.6%羅Eem0.3%標0.1%納-0.5%;台0.4%台店0.3%;港國企0.3% Hxc-0.6%滬-0.5%深-0.9%;美鋁+6% EAI:Sedg+11%;Wolf-6% ---- 9/13:JL世股摘與前瞻:期金髮女郎軟着;歐央爸降基率0.25%至3.5%;期19.美央爸降息,金價創高,中:十一黃金週落空?9月魔咒轉季報尾短衝作帳?小股領漲:羅2.5%;川交易噴:Djt +12%Btc$60.5k+4%Tnx3.65;10.RoboTaxi;財報: Adbe-8%;TG:Goog+2%;Sox1.7%Arm+6%Mu+5% Semi:Syna+5%AmatLrcx+3%Skh-4% ;Gld1%道0.8%納0.7% Eem標0.5% Uso-0.1%;台店0.8%台0.5%韓0.1%日-0.1%;國企0.9%港0.8%Hxc0.1%滬-0.5%深-1.1%;Mrna-5% EAI:Sedg+9%Wolf+8%Vst+6%Enph+4%Ceg+3% Evb:On+3%天齊鋰-6%贛鋒鋰-5%Lges-4%;原物料:美鋼美鋁+4%,TolXhb+3%波音-4%;11月5.美投票 ----- 9/12:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳)金價創高;財報:Adbe盤後-10%,Orcl盤後+7%;11.黃主教高盛佈道;19.美央爸降息;10月十一黃金週,10.RoboTaxi ; TG:Meta+3%NvdaGoog+2%;Sox-0.2%Avgo+4%Mu-4%Skh+7%Asml+6%;Aaoi+11%Ai+7%;Btc$58.2kTnx3.68;Uso3%Gld1.8%羅1.2%納1%Eem標0.8%道0.6%;日3.4%台3%韓2.3%台店2%;港0.8%國企 0.6%滬-0.2%深-0.5 %Hxc-0.8%;Mrna-12% Semi:Gfs-3%LrcxKlac-2% EAI:三菱重工+6%日立+5%Sedg-6% Enph-4% Evb:Pfn+7%Lges+4%Gm+3%Txn-3%;中股:茅台酒-3%;原物料:美鋼+4%美鋁+5%,Tol+4% 11月5.美投票 ----- 9/11:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳偏空先踹狗熊);財報:Gme-12%;9/10.川賀辯後民調:賀63%/川37%,川交易打爆,晶片股新能源股噴噴,川普科-10%;11.黃主教高盛佈道:TG: Nvda+8% Amzn+3%Msft+2%;Sox+4.9%Arm+10%Avgo+7%TsmMrvlAmd+5%Mu+4%Asml+6%;Smci+8%Ter+5%Aaoi+4%;Btc$56.8kTnx3.644;納2.2%Uso1.3%標1%Eem0.7%道羅0.3% Gld-0.2%;日-1.5%韓- 0.4%台-0.2%台店0.4%;滬-0.8%港國企-0.7%深-0.1%Hxc 1%; Semi:LrcxKlac+5%Amat+4%;EAI:Sedg+8%CcjEnpg+6%VstPwr+5%Ceg+4%;Evb:Alb+14%天齊鋰+13%贛鋒鋰Ssdi Skiet+10%PfmTmt +9%;原物料:美鋼+7%美鋁+6% ---- 9/10:JL世股摘與前瞻:期金髮女郎軟着;9月魔咒(季報作帳偏空先踹狗熊,中股測五年低,台塑寶測低);原油入熊Uso-3.3%;金融重挫:Jpm-5%Gs-4%;蘋果遭歐盟判需補稅144億美元.;財報:甲骨文+11%Amsc 13%;9/10.川賀辯;11.黃主教高盛佈道會;19.美央爸降息;10月十一黃金週:10.RoboTaxi;TG:Tsla+5%AmznMsft+2%Nvda1.5%;Sox+1.2%Avgo+5%Mrvl+4%Amd+3%;Aaoi-4%;Btc$57.6kTnx3.646;納0.8%標Gld0.4%羅0道-0.2% Eem-0.4%;台店-1.8 %韓-0.5%台-0.4%日 -0.2%;國企0.4%滬深0.3%港0.2%Hxc 0.1%;Mrna+3% Evb:LgesGm-5%StmTlc-4%StmF-3%;Xom-4%;X-5%Ceg+3% ---- 9/9:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒耳熟能詳(季報作帳偏空先踹狗熊,中股測五年新低,台塑寶測低);入標指Pltr+14%, Dell+5 %;財報:甲骨文盤後+9%;9/10.蘋果手機新品華為新三折機,川賀辯論;19.美央爸降息;10月十一黃金週:10.RoboTaxi; Btc$57.1k+4%Tnx3.697;TG:Nvda+4%Tsla+3%Amzn+2%;Sox2.2%Arm+7%MrvlTsm+4%AmdAvgo+3%;Aaoi+10%Smci+6%;納標道1.2%羅0.3%Eem 0.8%Uso0.5% Gld0.4%;台-1.4%台店-0.5% 日-0.5%韓-0.3%;國企-1.7%港 -1.4%滬 -1.1%深-0.6%Hxc 0.7% AIE:Sedg-8%Enph-5%;Wolf-8%;東方外海-6% Mrna+5%;美航+4%達航波音+3%X+5%Vz+4% --- 9/6:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳偏空先踹狗熊);美銀客戶淨賣美股高盛看跌;折扣店股價暴跌,美底層消費 疲弱;財報:Avgo-10 %; Sox-4.5%ArmMrvl-5%TsmAmd-4%QcomMuIntc-3%;Smci-7%Dell-5%Ter-4%;TG:Tsla-8%NvdaGoogAmzn-4%Meta-3%;9/10.蘋果手機新品華為新機,川賀辯論;19.美央爸降息;10.RoboTaxi;納-2.6%羅- 1.9%Eem-1.8%標 -1.7% Uso-1.4%道-1%Gld-0.7%; 台1.2%台店0.2%日 -0.7%韓 -1.2%;深- 1.4%滬-0.8 %;Btc$54k-4%,Tnx3.71 Semi:AsmlSyna-5%AmatKlacLrcx-3%AIE:Sedg-6%三菱重工日立CcjVst-3%;美鋁-6%Fcx-3% Ecb:SkietPfm-8%Alb-7%Ssdi-6%NxpiStmIfnnny-4%;Fi:Wfc-5%MsBac-3% ---- 9/5:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳);美銀客戶淨賣美股高盛看跌美股;雙巴盤;6.IFA,10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;10月:10.RoboTaxi, ;TG:Tsla+5%Amzn+3%Nvda+1%;財報:Ai-8%Avgo盤後-7%;Sox-0.6%Arm Tsm+2%;Skh+3%;Aaoi-6%Hpq-3%;Uso0.9%Gld+0.6%納0.1%Eem0標-0.5%羅-0.8%道 -0.9%;日-1.1%台店 -0.3%韓-0.2%台0.5 %;深0.5%滬0.1%港-0.1%國企-0.5%Hxc0.9% Btc$56k-4%,Tnx3.744 Semi:KlacAsml-2%; Ecb:Wolf-7%;Aig-4% --- 9/4:JL世股摘與前瞻:期金髮女郎軟着;9月:魔咒(季報作帳);美銀客戶淨賣美股高盛看跌美股;東亞股跟重挫:台-4.5%日-4.2%台店- 3.3%韓-3.2%;美鋼-18%;雙巴盤;10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;TG:Tsla+4%Nvda-1.7%;Sox+0.3%Amd+3%Syna+2%;Asml-4%Intc-3%Arm-2%Skh-8%;Aaoi+6%Smci-4%;Uso-2.1%Gld道 0.1%Eem0羅標-0.2 %納-0.3%;港國企 -1.1%滬-0.7%深-0.6 Hxc-0.1%; Btc$58.3k,Tnx3.768 EAI:日立-7%三菱重工-6% Ccj+4%;Crwd-3%;Vz-3% --- ***9/3:JL世股摘與前瞻:雙巴盤再起,空頭再以PMI差金髮女變老,藉九月魔咒大踹原領頭牛輝達開月黑盤;期金髮女郎軟着再來機率降;踹AI半導體股,新能源股領跌美股(川交易大勝);新能源料:Vst-11%Ceg-10%; Sox-7.8%Nvda-10%Intc-9%MrvlAmdMu-8%TsmArmQcom-7%Avgo-6%,Ter- 9%;TG:Goog-4%Aapl-3%MsftMeta-2%;9月(季報作帳):3.半導體展,10.蘋果發佈手機新品,川賀辯論;19.美央爸降息;Aaoi+8%; Uso-4%納-3.3%羅 -3.1%標-2.1%Eem -2%道-1.5% Gld-0.4%;日0韓台店台 -0.6%;深1.1%國企 -0.1% 港-0.2%Hxc-0.9%滬-0.3% ;Btc$57.7k,Tnx3.844 Semi:Syna-11%Klac-10%Gfs-9%Klac-8%SwksAmatIntc-Lrcx-7%Asml-6%; EAI:Sedg-9%CcjEnph-7%NrgPwrEtn-6%;波音-7%; Evb:On-9%Nxpi-8%AlbStmWolfIfnny-7%Txn-6%; Fi:Gs-4%Ms-3%; 原料:Fcx銅-7%美鐵美鋁-6%Cat-4%;房: Xhb-3%; ------ 9/2:JL世股摘與前瞻:期金髮女郎軟着再來;9月(季報作帳):大學開學,3.半導體展,10.蘋果發佈手機新品;美股休市:中港股殺戮:深國企-1.9%港-1.7 %滬-1.1%;日0.7%韓0.5%台0.2%台店 -0.7%;中股:中芯-4%茅台酒-3% Evb:pfm+15%Ebm+8%LgesLgc+6%天齊鋰贛鋒鋰-5% ----- **8/30:JL世股摘與前瞻,期金髮女郎軟着再來;9月(季報作帳):大學開學,3.半導體展,10.蘋果發佈手機新品,19.美央爸降息;Uso-3% ;迷因股Gme+9%;空軍屠殺回穩Smci-2%,結構受惠Dell+4%Fii+7%Fit+6%;超級無敵狗熊試翻Intc+9%;科巨:AmznTsla+4%; Nvda+1.5%財報挫回穩;費半2.6%Mrvl+9%Avgo+4% Qcom+3%AmdMuTsm+2%Aaoi+10%;納+1.1%標1%羅0.7%Eem0.2%道0.6 %Gld-0.7%;日0.7%韓台店0.5%台0.3%;深2.2%國企1.4%Hxc1.2%港1.1%滬0.7%;Btc$59k,Tnx3.911 Semi:KlacLrcx+3% Evb:Wolf-8%Nxpi-3%Byd+6%贛鋒鋰+4%;AIE:日立Nrg+3%;中概:阿里中芯+3%;10月:9.川賀辯論,10.RoboTaxi,23.AI(無人機)展,11月5美投票 ---- 8/29:JL世股摘與前瞻,期金髮女郎軟着再來;9月:3.半導體展,10.蘋果新品,19.美央爸降息;財報:Nvda-6 %,Li+11%,Bby+14%,DG-30%,Dell盤後+8%;費半 -0.6%Arm+5%Aaoi+13%; Btc$59.2k,Tnx3.867; Uso1.7%羅0.7%道0.6% Gld0.5% Eem0.1%標0納-0.2 %;韓-1%台-0.8%日0台店0.2%;Hxc2.6%深1.1%港0.5%國企0.3%滬-0.5%深0; Gme+8% Semi:Syna+4%Intc+3%;Crwd+3%;;達航+3% AIE:EtnVstNrg+3%;Evb:LegsSsdi+6%Alb+4% ---- 8/28:JL世股摘與前瞻,期金髮女郎軟着再來;中概續挫Hxc-3.6%;Btc$58.9k續重挫,Tnx3.841;財報:28. Nvda盤後-5%,Li-17 %, Snow-3%;9月:3半導體展,10.蘋果新品;興登堡空軍發檄文踹低:AI小妖股Smci-19%;科巨;費半-1.8%Arm-4%Mu AmdSyna-3%;納- 1.4 % Uso-1.3%Gld羅-0.7%Eem標-0.6 %道-0.4%;台0.8%日0.2%台店0.1%韓0台-0.3%;國企-1.3%港-1%滬-0.4%深0; Wolf-16% AIE:Nrg-4%Ccj-3% 美鋁-6%Fxc-3%;Nke-3% ---- 8/27:JL世股摘期降息,期金髮女郎軟着再來,油價 Uso-1.8%;Btc$61.8k-5%重挫,Tnx 3.835 ;全村等重磅財報28.Nvda;9月:3半導體展;科巨:Tsla-2%;費半+1.1%高通+3%Aaoi-5%空軍發檄文踹開低收小跌Smci-3%; Gld0.3%納標0.2% Eem 0.1%道0羅-0.7%;台店1%日0.5%韓台-0.3%;港國企0.4%滬-0.2%深-1.3 %Hxc0.4%;三菱重工+4%;Wolf-8% ---- 8/26:JL世股摘期降息,期金髮女郎經濟軟着再來,軋空標指創高,中東緊張油價衝Uso+3%,蘋果換CFO;悟空熱台股板卡噴漲停;加課中進口能源車關稅100%; Btc$62.8kTnx3.818;財報:拼多多盤中-30%;28. Nvda,富邦金(中信金搶新光金);科巨:Tsla-3%Nvda -2%;費半-2.5%Arm -5% AvgoMu-4%SkhAmd-3%Tsm-1%Smci-8%;9月:3半導體展,10.蘋果新品,19美央爸降息;納-0.9%Eem -0.8%標-0.3%道0.2 %羅0Gld0.3%;台店0.7%日-0.7%台0.4%韓-0.1%;港1.1%國企1%深0.4%滬0Hxc-0.8% Semi:Mrvl-4%AmatLrcxAsml-3%;Sedg-9% Evb:Wolf-3%Lges+5%天齊鋰+4%當升+8%; ---- 8/23:JL世股摘期降息,期金髮女郎經濟軟着再來:世央爸會老鮑放鴿將降息,美日利差減美元貶日圓升,半導體新能源領美股衝,打爆川交易,財報:28.Nvda,富邦金(中信金搶新光金); Btc$64k+5%Tnx3.81; 科巨:TslaNvda+5%;費半 2.8%TsmQcom+3%Aaoi+8%Ter+4%;9月:3半導體展,10.蘋果新品;羅3.2%Uso2.7% Eem1.7%納1.5%標Gld 1.2%道1.1%;台店0.7% 日0.4%台0韓-0.2%;滬0.2%深0.1%港-0.2% 國企 -0.1%Hxc0.5% Semi:Mrvl+5%SynaGfsSwks+4%;東方海運-7% AIE:Sedg+15%Enph+7%Ccj+6%Vst+3% Evb:Wolf+8%Gm+5%On Alb+4%天齊鋰-5%當升-6%; Ccl+8%達航+3% Tol+5%Xhb+4% ---- 8/15:JL世股摘期降息:零售佳經濟軟着陸高,晶片再領科技衝川普交易續崩, Btc$57.5kTnx3.926;科巨 Tsla+6%Amzn+4% Nvda +4%;AI:費半4.9% Mu+7% AvgoAmd+5%QcomArm +4%Tsm+2%Smci+9%Dell+7%Fit+6%TerAaoi+5%; 8月:財報:CscoWmt +7% 23.國泰金,28.Nvda ,28.富邦金;11.亞洲無人機展,20台積歐廠動土;21.AI應用展:自動化機器人;9月3半導體展,19央爸會;10. 10.RoboTaxi;11.5美 選舉;羅2.5%納2.3%標1.6% EemUso1.1%道1.4%Gld 0.3%;韓0.9%台店日0.8%台-0.6%;Hxc1.7%滬0.9%深0.8%國企0.2%港0 ;Semi:Mrvl+9%AsmlKlac+6%LrcxAmat+5%SynaGfsIntcSwks+4% AIE:Sedg+10%Enph三菱重工+5% Fcx+4% Evb:Wolf+15%Alb+9%On+7%StmNxpiIfnny+4% 觀旅:Ccl+7%Nke+5%達航美航+4% ---- 8/14:JL世股摘期降息: CPI如預期,波動小Btc$58.8k-3%Tnx3.82;科巨Tsla-3%Nvda +2%; AI:費半-0.2%Mu+3% Tsm-1%Fit-8%FiiDell+3%;8月:財報:14.鴻海;Uso-1.4% Gld-0.8%羅Eem -0.5%納0%標0.4%道0.6%;台店1.3%台1.1%韓0.9%日0.6%;Hxc-2%深- 0.9%滬-0.6%港國企-0.4%滬0.3%;Semi:GfsIntc-3%;資安:Crwd+3% ;Evb:Wolf-8%Alb-6%On天齊鋰-3% ---- 大波動:估值,日升息,川嘴,Intc慘財報經濟前景(7/17~8/13) 8/13:JL世股摘期降息:PPI漲縮Vix-12%,降息增,晶片領科巨衝,川交易輸,續漲 Btc$60.6kTnx3.852;星巴 克+25%;科巨Nvda +7% Tsla+5%MetaAmznAapl Msft+2%;AI:費半4.2% Arm+6%Avgo+5%Qcom +4%AmdMuTsm+3%Smci+5% Dell+5%Ter+4%; 8月:財報:14.鴻海,23.國泰金,28.Nvda,28.富邦金;11.亞洲無人機展,20台積歐廠動土;21.AI應用展:自動化機器人;9.3半導體展;10.10.RoboTaxi; ;11.5美選舉;納2.4%標1.7%羅1.6% Eem1.1%道1%Gld-0.2%Uso-1.3%;日+3.5%台店0.6%台韓0.1%;深0.5%港0.4%國企滬0.3%Hxc0.2%;Nke+5% AIE:日立+7%三菱重工+6%VstEnph+3% Semi:IntcMrvl+6%SynaKlac+5%SwksGfsAmatLrcx+4%;資安:Crwd+4%Pltr Snow+3%;Evb:Wolf+5%On+4%Nxpi+3% ---- 8/12:JL世股摘期降息:波動減,8月:財報:14.鴻海, Btc$59.6kTnx3.909;科巨Nvda+4%;費半0.7 %,SmciSoun+6% Dell+3%;Uso3.2%Gld1.7%Eem0.3%納0.2%標0道-0.4%羅- 0.9%;台1.4%台店1.3%韓1.2%;Hxc1.1%國企0.2%港0.1 %滬-0.1%深-0.5%; Alb-7%;Mrna-4% ---- 8/9:JL世股摘期降息:雙巴盤打臉川普:恐慌逼政策:8月:財報:14.鴻海,Btc$60.8kTnx3.94 科巨Meta Aapl+1%; 費半-0.4%,Skh+5%Avgo 1.7%Tsm1.6%Aaoi-10%Soun-7%Panw+4%;Uso1.1 %Eem0.6%Gld0.3%納標0.5%道0.1%羅 -0.2%;台2.9%台店2.3%韓1.2%日0.6%;國企1.3 %港1.2% 滬-0.3%Hxc-1%深 -0.7% Semi:Intc-4%,中芯+5% AIE:日立+4%Nrg+ 3% Evb:Ebm+8%; ----- 8/8:JL世股摘期降息:雙巴盤打臉川普:恐慌逼政策:比特幣衝Btc$61.6k+12% Tnx3.997;8月:11.亞洲無人機展,Soun+21 % Pltr+12%AmscLly+9%;科巨:Nvda+6% Meta+4%;費半+6.9%,Arm+11% Avgo+7%TsmAmdMuQcom+6%Aaoi+25%Ter+8%AiSnow+6%;納2.9%羅2.4%標Eem2.3%道1.8% Gld1.6%Uso0.9%;台-2% 日-0.7%台店韓-0.5 %;港國企0.1%滬0深 -0.1%Hxc+2.8% Semi:Mrvl+9%KlacIntc+8%SwksAmatLrcx+7%Syna+6%Asml+5% AIE:Nrg+8%Vst+7%Pwr+6%Ceg+4%Fxc+4% Evb:Wolf+11%On+9%Nxpi+7%TxnGm+5%Tsla+4%;觀旅:美航+7%達航+6%Ccl+3% ----- 8/1:JL世股摘期降息:雙巴豬頭盤:lSM經濟疲軟拋股潮恐慌逼政策公債率跌,川普交易贏晶片股崩,英央行降息25bp至5%;日升息日幣升日經-2.5%;財報:盤後:Intc-20%,Amzn-6%;Ccj-10%,Mrna-21%,Aig-5%,Cvx-4%,Meta+5%;Arm-16%;費半-7%,QcomAvgo -9%AmdMu-8%Nvda-7%Tsm-4.6%,Aaoi-12%Soun-8%Ter-7%Dell-5%;8月:20台積歐廠動土;21.AI應用展:自動化機器人; 9.3半導體展;美選舉11/5; Btc$65.5kTnx3.976羅-3%納-2.3% Eem-1.8% 標1.4%道-1.2%標-1.1%;中:Hxc-3.4%深-0.9%國企 -0.3%港滬-0.2%;日-2.5%韓0.3%台2%台店1.8% Semi:Lrcx-10%Klac-8%AmatSyna-7%AsmlMrvlGfsIntc-6%Swks-5% AIE:Sedg-8%Gnrc-7%Ceg三菱重工-6% Enph美鋁-5%Vst Pwr Fxc銅-4%日立+5%;Cat-4% Evb:Wolf-12%On-8%TslaTmStmNxpi-7%IfnnyTxn-5%SsdiPfm+5% 觀旅:Ccl美航-5%波音-6%達航-4%;裕元-8% 富銀-4%;XhbTol-3% ---- 7/31:JL世股摘期降息:31央爸示九月降息,日央行升息15bp;川普交易崩;費半7%,Nvda+13%Avgo+12% ArmQcom+8%TsmMu+7%Amd+4%,Aaoi+18%Ter+8%DellSmci+5%;財報:MetaAmzn +3%,盤後Meta+5% Arm-10%;哈馬斯領袖遇刺亡:Uso4.4% Gld1.8% ;8月:20台積歐廠動土;21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5; Btc$64.8kTnx4.109 納2.6% Eem2.2%標1.6%羅0.5%道0.2%;中:深3.4% 滬2.1%Hxc0.8%國企港 2%;日1.5%韓1.2%台-0.1%台店-0.4% Semi:Asml+9%AmatKlacLrcx+8%Mrvl7%Swks-3% AIE:Vst(CP核電廠得延20年執照)+15%Ceg+13% Sedg+7%Etn+6%PwrEnph+5%Fcx+4% Evb:OnWolf+6% Tsla+4%容百天賜+7%恩捷華友鈷贛鋒鋰+5%;中芯聯想+4% ----- 7/30:JL世股摘期降息:31央爸;財報:康寧-7%Pg-5% 盤後:Msft-7% Amd+7%, Aapl;Crwd-10%;29.Siggraph:費半 -3.9% NvdaQcom-7%Arm-6%Mu-5%Avgo-4%Tsm-3%TerSmci-5%;8.21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5; Btc$65.9kTnx4.143納- 1.3%Uso-1%Eem標-0.5% 羅0.4%道0.5%Gld %;中:Hxc國企-1.5%港-1.4%深-0.5%滬-0.4%;台店1.3%台0.3%日0.2%韓-1% Semi:AmatGfsLrcx-4% Evb:Wolf-6%On-5%TslaSkiet-4%Stm-3%;美航+3% AIE:Enph-4%VstEtn-3%;Gs+3%Aa-5%;Gme-5% ----- 7/29:JL世股摘期降息:財 報:On+12%AaplMsft; :28.SIGGRAPH;31央爸; 費半-0.3%Arm-5%Nvda Tsm-1%Aaoi-5%Soun-7%;8.21.AI應用展:自動化機器人;9.3半導體展;美選舉日11/5;Btc$66.4kTnx 4.178Uso-1.6%羅- 1.1% Eem-0.3%Gld道 -0.1%標納0.1%;中:港1.3%國企1.2%滬0Hxc-0.1%深-1% ;日2.1%韓1.2%台0.2%台店-1.6%;阿里+5% Evb:Tsla+6%Skiet+3%贛鋒鋰-4%天齊鋰-6% AIE:日立三菱重工+3%Enph-5% ---- 7/26:JL世股摘期降息:財 報:Lgd-6%,下週AaplMsft; 上週Mag7財報週跌:TslaNvda-17% Meta-14%Goog-12%MsftAmzn-9%Aapl-7%;26奧運;28.SIGGRAPH;31央 爸;費半+2%Qcom+3% AvgoMu+2%TsmAmd+1%Soun+6%;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5; Btc$66.7kTnx4.2羅 1.7%道1.6%Gld標1.1%Eem納1%Uso -1.7%;中:深1.5% 滬港0.1%國企-0.1% Hxc-1.2%;韓0.8%日-0.5%; 房產:Tol+5%Xhb+3 % Semi:AsmlKlacSwksMrvl+3%Amat+2%;Pfe3% Evb:Wolf華友鈷天齊鋰+5%On恩捷+4%贛鋒鋰+3%Pmf-8%Ebm-4% AIE:Gnrc+4%PwrCeg+3% ---- 7/25:JL世股摘期降息:財 報:Ter-13%Stm-15%福特-18%Ibm+4%Rtx+8%;Goog-3%Msft-2%;費半-2% Skh-9%Arm-5%Amd-4%QcomMu-3%Fit-12%Fii-5%DellHpqAaoi-4%Soun+6%;26奧運;31央爸;28. SIGGRAPH;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5. Btc$65.9kTnx4.256;羅1.3%Uso0.9%道0.2%納-0.9%Eem -0.4%標-0.5%Gld-1.6%;中:深-1.3 %國企-2.1 %港-1.8%Hxc-0.7%滬-0.5%深-0.2%;日-3.3%韓-1.7%; Semi:Klac-3%Amat-2% 川普交易:AIE:日立-9% 三菱重工-6%Amsc -5% Ccj-4%Vst-3%Sedg+9% Evb:Tsla+2%Ifnny-6%Gm-5%On-4%;Lly-6%;觀旅:Ccl-6%美航+4% ---- 7/24:JL世股摘期降息:財 報:Tsla-13%,Goog-5% ,帶綏七姐妹股與費納指標指:費半-5.4%納-3.6%;23. Llama3.1:Meta-6%,Msft-4%AaplAmzn-3%;ArmAvgo-8%Nvda-7%TsmAmd-6%Amd-4%AaoiSmci-9%DellPltrSoun-8%Ai-7%Snow-5%;26奧運;31央爸;28. SIGGRAPH;8.21.AI應用展:自動化機器人;9.3.半導體展;美選舉日11/5. Btc$64.1k-3%Tnx4.286;標-2.3%羅-2% Eem-1.5% 道-1.3%GldUso0.3%;中:深-1.3%國企港-0.9%滬- 0.5%Hxc1.9%;日- 1.1%韓-0.6%;Semi:KlacAsmlMrvlAmat-6%MrvlLrcxSyna-5%GfsIntc-4% 川普交易:AIE:Vst-9 %CegAmsc-8%Etn-7%Pwr-5%Enph+13% Evb:Wolf-10%Rivn-7%On-4% ---- 7/23:JL世股摘期降息;川哈交易互嘎:比特幣熱衰 Btc$65.8k;財報:Ups-12% Lvmh-5%,谷歌;車企財報 爛:Nxpi-8%,Gm-6%, Tsla盤後-8%,相關晶片股跌: On-5%StmIfnnyTxnWolf -4%;費半-1.5%Arm+5%;23 MetaLlama3 ;26奧運;28.SIGGRAPH31央爸; Tnx4.239;Uso-1.3%Eem- 0.9%標-0.2%納道- 0.1% Gld0.4%羅1%;中:深-2.6%滬-1.7%國企-1%港-0.9% Hxc -1.8%;台2.8%台店1.3%韓0.4%日0;Gfs-4% Evb:華友鈷天齊鋰-5%當升容百贛鋒鋰Skiet-4%;觀旅:Ccl波音+4%Dis-3% ---- 7/22:JL世股摘期降息;拜登退選川交易 退燒:費半 +4%Lrcx7%AmatKlac+6 %NvdaQcomAsml+5%Amd3%TsmAvgo+2%;Crwd-13%;財報:Sap-5%,Nxpi- 8%,23Tsla,谷歌;除息權強補空;23 Meta Llama3,亞生技會;26奧運;31央爸; 28.SIGGRAPH;Btc$ 67.6kTnx4.26;羅1.7%納1.6%標1.1 %Eem0.8%道0.3% Uso0Gld-0.5%;中:國企1.4%港1.3%滬-0.6%深-0.1%Hxc2.8%;台-2.7%台店-2.8%日-1.2%韓-1.1%;Vz-6%,Ter+5%; 反川交易AIE:Amsc +9% VstPwr+4%Asmc+6%;中:聯想Wb+4% Evb:TslaStmIfnny+5%On+7%Ebm-7%Pfm-6%SsdiSkiSkietLgesLgc-4%; ----- 7/19:JL世股摘期降息;川普嘴+軟體災難Crwd-11%; 費半-3.1%Tsm-4%Nvda AmdMuQcom-3%Avgo-2%Arm2%;Aaoi-7%;財報:18Tsm,19.Nflx-2%,23 Tsla;除息權強補空;23 Meta Llama3,亞生技會;26奧運;28.SIGGRAPH;31 央爸;Btc$66.5kTnx4.239 ;Uso-2.4%Gld-1.8%Eem-1%道-0.9%納- 0.8%標-0.7%羅-0.6 %;中:國企-2.3%港- 2%滬0.2%深0.3% Hxc-1%;台-2.3 %台店-1.9%韓-1%日- 0.2% ; 負川交易:Semi:IntcGfs -5%Lrcx-4%AmatAsmlSynaKlacSwks-3% Evb:Wolf-7%Ifnny-5%TslaStmNxpiOnSkiF-4%Ebm+6%Pfm+4%;Aig-5%Ms-3%;中:聯想Wb-3% ---- 7/18:JL世股摘期降息,川交易跌道-1.3% Gme-8%;財報:U - 10%達美樂-13% 18.Tsm0.4%,23 Tsla ;川普負交易漸消:費半0.5% Nvda AvgoFii+3% ArmAmdSkhMu-2% ;Soun-9%AiAaoi-5%Snow-4%;除息權強補空;16. PDAmzn-2%;23 Meta Llama3,亞生技會;26奧運;28.SIGGRAPH ;31央爸;比特幣Btc$64kTnx4.189;羅-1.9%EemUso-0.9%標-0.8%納-0.7%Gld-0.6%; 港國企0.2%滬深0.5% Hxc-1%;日-2.4%台-1.6%台店-1.5%韓-0.7%; 負川交易:AIE:Pwr+ 8% Asmc-10%Sedg-5%三菱重工立-4%;Syna-3%; Evb:Wolf-4%Ski-3%寧德時代+4% Lly-6%;美航-4%; 科巨頭:Meta3%Goog-2%; 銅:Fcx-5%,美鋁-3% Fi:GsJpm-3%Bac-2% ----- 7/17:JL世股摘期降息,川普交易:舊能源道指+0.5%, 財報會:Asml-13%,18Tsm, 23Tsla:負川交易:晶片AI崩領美股大跌:費半-6.8% ArmAmd-10%Qcom-9%Avgo-8%Nvda-7%Mu-6%Skh-5%;Aaoi-8%DellSmci-7%FiiSoun-6%;除息權強補空;16.Amzn PD;23 MetaLlama 3,亞生技會;26奧運;28.SIGGRAPH; 31央爸;Btc$64.3kTnx 4.146;納-2.8%Eem-1.6% 標-1.4%羅-1.1%Uso2%;港0.1%國企-0.3%滬深-0.5% Hxc-1.9%;台-1%韓-0.8%日-0.4%台店0.5% 負川交易:Semi:Gfs+7% MrvlAmatLrcxKlac-10% ;負川交易AIE:Vst Asmc-11%Ceg-9%Ccj-8%Sedg-7%EtnPwr-6%Nrg-5%三菱重工+4% Evb:NxpiWolf-5%RivnStmOn-4%Tsla-3%;Lly-4% 中:中芯-5%Wb-4% 科巨頭:Meta-6% AmznAapl-3%Goog-2%Msft-1%;煉油股:Cvx+2% ----- 7/16:JL世股摘期降息交易+川普交易盛行:Gld+2%舊能源道指+1.9%小盤股續強羅+3.5%,Tsla+1.6%;房:Tol+7%Xhb5% Hd3%; 財報會:Unh+7%Bac +5% Wfc4%;18Tsm,23Tsla;費半0.5%Nvda-1.6%Mu -2.6%Aaoi+17%Soun+4%;除息權強補空 ;16.Amzn PD;23 Meta Llama3,亞生技會;26奧運:觀旅達航+7 %美航Ccl+5%波音+4%;28.SIGGRAPH ;31央爸 ;比特幣Btc$65.3k Tnx4.167;Eem標0.6%納0.2%Uso-1.3% 房;國企港-1.6%滬0.1%Hxc0.7%深0.9%;台0.5%台店0.4%日韓0.2%;Gme+6% Semi:Syna+6%Swks+4% AIE:Ceg-4%Gnrc+3%三菱重工+5%Sedg13% Evb:RivnOnNxpi+3%Ebm-6%SsdiLgcPfm-5%;Eric+4%;Cat+4%;東方外海-5% Fi:Wfc+4%Gs+2% ----- 7/15:JL世股摘期降息:暗殺不成,賭川普勝交易盛行:勝選灑錢減稅:小盤股道指創高領美股漲,川普媒体科技涨31%%,特斯拉涨2%,中概挫Hxc-3.6%,比特幣噴Btc$64.8k+6.6% Tnx4.229;財報會:Brby -16% ,18Tsm,23 Tsla; 費半0,Qcom+3%Arm MuAsml-2%Tsm-1%Aaoi+9%Fit-10%Soun-9%;除息權強補空 ;國企-1.7%港-1.5%深-0.6%滬0.1%;16.Amzn PD;23 Meta Llama3,亞生技會;26奧運;28. SIGGRAPH;31央爸; 羅1.8%納0.4%道0.8%標 Gld0.3%Eem-1.1%Uso-0.2%;台0.1%韓0.1%台店-0.1% ;Swks+3% AIE:Sedg-15%VstNrg-6%Enph-5%Pwr-4% Evb:Lges4%Rivn-3% 中:Jd-5%Bd-6%Wb-5% Fi:Gs+3%JpmWfc+2% ---- 7/12:JL世股摘期降息:夏夢情炒AI;Ppi轉強,降息預期緩,美股指彈(Meta-2%蘋果1%);財報會:Soun +15% ,Wfc-6%,18 Tsm, 23Tsla;費半1.3%Arm+5% Mu3%Tsm1.5%Nvda1%FiiFit-5%;台股營收除息權強補空;15.1拆10Avgo ;15.三中全會:續狗熊翻:港2.6%國企2.5%Hx c0.6%滬0深-0.1%;16.Amzn PD;23 Meta Llama3 23;亞生技會;26奧運;31央爸; 28.SIGGRAPH;Btc$57.9kTnx4.189;羅1.1%納標0.6%Eem0.4%Gld-0.1%Uso-0.9%;日- 2.5%台-1.9%韓-1.2 %台店-1%;達航-3% Semi:GfsIntc+3%AsmlMrvlSwks+2%;中:Jd+5%阿里+4%騰訊+3% AIE:Sedg6%Enph7%Gnrc4%;Ebv:Rivn8%EbmOnF+4%Tsla3% ---- 7/11:JL世股摘期降息:夏夢情炒AI;Cpi走緩,降息預期增,晶片股費半指-3.5%領七姐妹領納標指轉跌,金房衝,小股羅指衝+3.6%;31央爸;傳延十月:RoboTaixi: Tsla-10%(Meta-4%谷歌Amzn-3%蘋果微軟-2%);11.日股+0.9%,台積3%台股1.6%24390;財報會: Soun+6%,18Tsm23Tsla; Arm-7%Nvda-6%Mu-5%Qcom-4%TsmDell-3% ;台股營收除息權強補空;15.1拆10Avgo-2%;15.三中全會中股狗熊翻:深2.4%Hxc2.2%港2.1%國企1.9%滬1.1%;16.Amzn PD,24.亞生技會;26奧運;28.SIGGRAPH; Btc$57.3kTnx4.193;Vnq+2.9%Gld+1.8%UsoEem0.6%納-2%標-0.9%;日0.9%韓0.8%台店0.5% Semi:Lrcx-6%Amat-5%KlacMrvlIntcGfs-4%Asml-3%;AIE:Enph5%Gnrc4% Ebv:OnNxpi-3%容百12%天齊鋰天賜+6%恩捷華友鈷+5%SsdiLges當升+4% 觀旅:達航-5%美航-4% ----- 7/10:JL世股摘期降息:夏夢情炒AI;“鸽声大作"老鮑称不需通胀至2%以下就可降息(11.cpi);七姐妹連七漲;連創高:納指標指,日股+0.6%,蘋果谷歌,台積0.5%台股24007+0.5%;馬主教Tsla+2%連11漲;財報會 :Soun盤後+22%18Tsm, 23Tsla;費2.4%Mu AmdAsmlTsm+4%Nvda+3%Aaoi+6%;台股營收(興電,台積,晟銘);除息權強補空;15.1拆10Avgo;15.三中全會;16.Amzn PD,24.亞生技會;26奧運;31Fomc; 28.SIGGRAPH;8/8. RobotaiD;Btc$57.8k+ 2%Tnx4.29;納1.2%道羅 1.1%標1%Uso0.9%Eem 0.6%Gld0.4%;中:滬-0.7% 深國企-0.4%港-0.3%Hxc0 ;日0.6%台店0.7%韓0 AIE:CcjSedg+10%三菱重工-6%;Pltr4%;美鋁-5% Ebv:Alb+7%Wolf+5%RivnOn+4%華友鈷+8%Ski-4% Semi:Swks+4%Gfs+3% ---- 7/9:JL世股摘期降息:夏夢情炒AI;老鮑再鴿:通膨取進展;11.cpi;Btc$57.8k+ 2%;微創高:納指標指;台積台股23900+0.1%;蘋果Q2業績佳再回市值第一;馬主教Tsla+4%連10漲;財報會 :18Tsm,23Tsla;費半0 NvdaAmat+2%Tsm -1% Fit+21%Fii+8%;台股營收與除息權強補空;15.1拆10Avgo;15.三中全會;16.Amzn PD,24.亞生技會;26奧運;31Fomc; 28.SIGGRAPH;8/8. RobotaiD;,Tnx4.300;Eem0.4%Gld0.2%納標0.1% 道-0.1%羅-0.5%Uso-0.8% ;中股翻:Hxc2.4%深1.7% 滬1.3%港0國企-0.1 %;日2%韓0.3%台店 -0.3% AIE:日立+5%; Snow-3% Ebv:Wolf-6%Alb-9% 中:百度+8%聯想中芯+3%; ----- 7/8:JL世股摘期降息(11.cpi/9月):夏夢情炒AI;創高:納指標指台積台股23878+1.4%;市值:蘋果超微軟,Tsm價計一度超兆美元;財報會:18Tsm,23Tsla ;費半1.9%Intc+6% MrvlAmd+4%Nvda+2%Tsm+1%Aaoi+11%Smci+5%Dell+3%Fit-14%;美對沖基金售科技買能源材料;台股營收與除息權強補空;15.1拆10Avgo+3%;15.三中全會;16.AmznPD24.亞生技會;31.Fomc;26奧運28.SIGGRAPH; 8/8.RobotaiD;Btc$56.7k,Tnx4.269;Gld-1.2%Uso-1.1%標0.1%道-0.1%Eem0納+0.3%羅0.6%;中股續跌: 深-1.9%港-1.6%國企-1.3 %Hxc-1.1%滬- 0.9%東方 外海-6%;台店-0.7%日-0.3%韓-0.2%;Ggr+4% AIE:SedgAmsc+9%Enph+6%Vst+4%;Nke-3%;Eric+3%;Bby+4%;康寧+12% Ebv:RivnEbm+5%贛鋒鋰-5%恩捷-4%華友鈷當升容百天賜天齊鋰-3%; ---- 7/5:JL世股摘經濟差降息預期增拉六姐妹納指標指創高:夏夢情炒AI;Meta +6%GoogAapl+2%MsftAmzn+1%;WAIC機器人;23556 +0.1%台股微創高;財報會:5.三星+3%18Tsm 23Tsla;Btc$56.4k,費半0.1% Arm+8%Amd+5% Aaoi-6%Nvda-2%Mu-4%Skh+3%Soun+7%Ai+5% ;營收公佈;除息權強補空衝拜墓;15.1拆10Avgo;15.三中全會;24.亞生技會;26奧運28.SIGGRAPH;8/8.RobotaiD;Tnx4.272;Gld1.4%納+0.9%標+0.5% Eem0.4%道0.2%Uso0.1%羅 -0.5%中:Hxc-2%國企-1.4%港-1.3%滬-0.3%深0.5%;韓1.3%台店1.2%日0;Pltr+5%;Ggr-6% Semi:Gfs+4%Intc+3%;達航-3%;能源:VstNrg-3% Ebv:IfnnyStm+3%天齊鋰-3%;CostWmt+3% 中:東方外海裕元Li-3%; ---- 7/4:JL世股摘經濟差降息預期增:夏夢情炒AI與衍生能源;WAIC機器人上海Optimus;創高:台積1005台股23522+1.5%;日40747+0.8%;財報會:5.三星電財報佳,股價創年內新高;18台積,23.Tsla; Btc$58.1k-4%閃崩,通膨經濟失業:英繼法韓歐登執政黨大敗;費半;營收公佈;除息權強補空衝拜墓:除息:5;15. 1拆10Avgo+4%;15.三中全會;24.亞洲生技大會;26.奧運;28.SIGGRAPH;8/8.RobotaiD;Tnx4.355,;美股休市,EemGld納標Uso羅道;中:國企0.2%港0.3%滬-0.8%深-1.6%; 韓1.1%%台店0.3%; 能源:三菱重工+4% Ebv:天賜-4%容百-3%; ---- 7/3:JL世股摘經濟差降息預期增:夏夢情炒AI與衍生能源;WAIC機器人上海Optimus:Tsla+7%;費半1.9%Nvda+5%Tsm +4%ArmMu+3%;營收公佈;除息權強補空衝拜墓:除息:4.發哥可成世界;15. 1拆10Avgo+4%;15.三中全會;財報會:18台積,23 Tsla;24.亞洲生技大會;26. 奧運;28.SIGGRAPH;8/8.RobotaiD;Tnx4.355,Btc$60.3k-3%;Eem1.5%Gld1.1%納0.9%標0.5% Uso0.2%羅0.1%道-0.1%;中:Hxc3.3%國企1.3%港1.2%滬-0.5%深-0.6%;日台1.3%韓0.5%台店0.2%;Asml+2% 能源:三菱重工+6% VstSedgEnph+4% Ebv:Ebm+5%LgesSsdi+4%Alb贛鋒鋰天齊鋰+3%; 中:Li+7%百度+4% Wb騰訊中芯+3%;Fxc美鋁+4% ---- 7/2:JL世股摘期降息夏夢情,炒AI與衍生能源;鮑爾稍鴿日幣續低日股續高;大狗熊翻Amd+4%Tsla+10% 銷優預期;費半1.2%Arm +3%Tsm+2%;營收公佈;除息權強補 空衝拜墓:除息:2.聯電鴻海,3.華碩盟立, 4.發哥可成世界;15. 1拆10Avgo;15.三中全會;財報會:18.台積,23Tsla;24.亞洲生技大會;26.奧運;28. SIGGRAPH ;Tnx4.436,Btc$62.2k;納0.8%標0.6%道0.4%Gld0 Eem0.3%羅0.2%Uso-0.5%;中:Hxc0.8%國企+0.7%港0.3%滬0.1%深-0.6%;日1.1%台店0.2%台韓-0.8%; Ebv:Rivn+7%LgesWolf+6%On+5%Sddi-4%EbmSki天齊鋰-3%;能源:三菱重工+5%;中:貴州茅台酒+3%東方外海+5% ---- 7/1:JL世股摘期降息夏夢情,炒AI與衍生能源Tsla +7%;軟轉強,大選債率升Tnx4.479,Btc$62.8k;除息權強補空衝拜墓:除息:1.興電日月光國泰金,2.聯電鴻海,3.華碩盟立,4.發哥可成世界,15.1拆10Avgo+2%;15.三中全會;18.財報會:台積;24.亞洲生技大會;26.奧 運;28.SIGGRAPH ;費半0.1%ArmAmd- 3%Dell +4%;Uso2.5%納0.8%標Gld0.3% Eem0.2%道0.1%羅-0.9%;中:滬0.9%深0.6% Hxc0.8%;台店0.8%韓0.2%台日0.1%;Snow+6%蘋果+3%Msft+2% Ebm:TslaLges+6%RivnSddi+4%Lg3%;Ccl-5% 能源:日立+3%Sedg -5% Fi:Gs+3%MsWfc+2% ---- 6/28:JL世股摘期降息AI轉軟,股東會吹夢情,半年報作帳衝巨星晶片股輪衝科頭:Meta-3%AmznGoog Aapl-2%;7月:15.Avgo 1拆10;15.三中全會;24.亞洲生技大會;26.奧運;28. SIGGRAPH;財報會:Nke- 20%;費半0.9%Qcom+2% Smci-8%Fit12%;Btc$60.7k;Tnx4.34納-0.7%Uso標- 0.4%道-0.1%Gld0Eem 0.2%羅0.5%;中:滬0.7%國企0.1%港深0Hxc-1%;台店1.4%日台0.6%韓0.5% Lgd7%Unh5%Wfc3% Ebm:天齊鋰-4%寧德時代-3%Ski+6%Ggr-9% 能源:PwrCcjEnph-5% GnrcAmsc-3%Ceg-2%; ---- 6/27:JL世股摘期降息AI轉軟,半年報作帳衝巨星晶片股輪衝科頭:Amzn+2%; 美總統辯論,日圓160破38年新低,德法債率差加大,股東會吹夢情:Nvda-2%;財報會:Mu-7%Skh-6%; Avgo15.1拆10:費半-0.6% Smci+7%PanwPltr+5%CrmSnow+4%Ai+3%;Btc$61.5k;Tnx4.288Uso1.5%Gld1.1%羅1%納0.3%道標Eem0.1%;中:國企-2.4%港-2.1%深-1.5%滬-0.9% Hxc-2.2%;日-0.8%台店-0.6%台-0.4%韓-0.3% Ebm:天齊鋰-6%Alb恩捷天賜-4%比亞迪華友鈷容百贛鋒鋰德方納米-3% 能源:Ceg-2%;Ggr +5% 中:中芯Wb-4%Li紫光東方外海-3%;Ip-7% ---- 6/26:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股輪衝科頭:Aapl+2% ,Amzn+4%創高 ;股東會吹夢情:Nvda ;財報會:Mu盤後-9%;24入納指Arm+3%Avgo15.1 拆10:費半-0.3%Skh +5% Hpq-3%;Btc$60.8k;Tnx4.316納0.5%標0.2%道0 Gld-0.9%UsoEem羅 -0.2%;中:深1.6%滬0.8% 國企0.2%港0.1% Hxc0.4%;日1.3%台店1.1%韓0.6%台0.5% 狗熊翻:Ebm:Rivn+ 23%Alb贛鋒鋰德方納米+8%天齊鋰+6%Tsla華友鈷+5%Wolf容百+4%;美鋼+6%;康寧-4%;Mrna-11% 能源:CegSedg-5% Vst-4%Nrg-3%;Snow+4% 中:紫光+5%中芯3%聯想-3%;觀旅:Ccl+3%; ----- 6/25:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情;26:股東會Nvda+7%,財報會Mu,Avgo15.1拆10; 24入納指Arm+6%; 費半 +1.8%Tsm+3%Fit-6%;Gme+5%;Btc$61.7k+2.5%Tnx4.238納1.3%標+0.4% Vnq-1.2%Uso-1%道-0.8% Gld-0.5%羅-0.4% Eem-0.2%;中:深 -0.8%滬-0.4%國企0.4%港0.3%Hxc-1.3%;日1%韓0.4%台台店0.3% Rivn+9%盤後+50%; 觀旅:Ccl+9%; 能源:Sedg-21%Enph -6%Ceg+3%;Hd-4%; 作帳Goog+3% Meta+2% Ebm:Tm+4%Tsla+3%WolfAlbGm-4%; Semi:KlacLrcx+3%AsmlAmatSwks+2% Fi:Wfc-3%Aig-2% 中:中芯-4%紫光聯想-3% ----- 6/24:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情;游資指標Btc$60.3k-4%續挫;21Nvda再平衡,24Arm入納指後連大跌;Avgo15.1拆10:費半-3%Smci-9% Nvda-7%ArmQcomMrvl-6%SkhDellAaoi-5%TsmAvgo-4%;26:股東會Nvda,財報會Mu;人幣續貶Tnx4.248Uso1.3%道0.7%羅Gld0.4% Gld0.4%Eem0標-0.3%納-1%;中:深-1.6%滬-1.2%國企港0Hxc1.3%; 台-1.9%台店-1.2%韓 -0.7%日0.5%;Lgd 7% Semi:AsmlKlac-3%LrcxAmatSyna-2%;Rtx-3% Ebm:Ski恩捷-5%容百-4%當升-3%;Tm F+3% 中:Li+4%紫光-5%中芯-3%;Amsc-5% 油Cm狗熊翻:Cop XomCvx+3%; ----- 6/21:JL世股摘期降息AI革命,半年報作帳衝巨星晶片股;股東會吹夢情,三巫波動;21Nvda再平衡;24Arm入納指;Avgo 15.1拆10:注意: Btc$64k續回; 費半-1.3% NvdaMu -3%AvgoFit-4% Pltr-7%;Tnx4.257Gld-1.6%Uso-1%Eem-0.4%納標-0.2%道0羅0.2%;中:Hxc -0.9%國企-1.8%港 -1.7%滬-0.2%深0;韓-0.8%台-0.7%台店-0.4%日0.1% Semi:AmatMrvl-2%Syna+2%;東方外海-4% Ebm:Ski天齊鋰-6% Skiet-4%容百-3% ---- 6/20:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:台23406+0.9 %;21Nvda再平衡;24Arm入納指 ;Avgo15.1拆10: 三巫波動,高通Sx首測不及 蘋果M3;費半-2.7% Arm -8%Mu-6%Qcom-5%NvdaAvgoAi-4%Tsm-2%Aapl-2%Aaoi-12%Amd+5% ;Btc$64.9kTnx4.254); Gld1.3%Uso0.9%道0.8% Eem-0.2%標-0.3%羅-0.4%納-0.8%;中:深 -1.6%Hxc-1%國企港-0.5%滬-0.4%;台店1.2%韓0.4%日0.2%;XomCvx+2% Semi:Klac-4%AmatSyna-3%;FcxAa+4% Ebm:Ski+16%Skiet+5%Wolf-9%AlbStm-6%OnIfnny華友鈷當升贛鋒鋰-4% 能源:Enph-9%Sedg -7%PwrTt-3% ---- 6/19:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:調漲價台積981+4%台23209+2%;美股休市;21.Nvda.21增權值,市值第一;Arm.24入納指;Avgo.15. 1拆10;聯想+9%(6/18.Btc$64.4k回Tnx4.217);港股狗熊翻:國企+3.5%港2.9%滬-0.4 %深 -1.1%;韓1.2%日0.2%台店-0.1%; Ebm:Ssdi+5%Lges+4%Pfm+3%容百贛鋒鋰-3%;中:騰訊阿里+3% ---- 6/18:JL世股摘期降息,半年報作帳衝巨星晶片股;股東會吹夢情:台積調漲價; Nvda+3.5%增權值,市值第 一,24入納指Arm +9%; Avgo15.1拆10;費半1.4%Tsm台積+1.4%台+1.2% 22757創高; Mu+4%Skh+5%Fit+17% Dell+5%Smci +4%; Btc$64.4k回Tnx4.217 Uso1.1%Eem0.9%Gld0.4%標0.3%道羅0.2%納0%;中:滬0.5%深0.4%港國企-0.1%Hxc-0.3%;台店0.3%日-1.8%韓- 0.5%台0; Ebm:Ski-5%Ebm-4%Wolf-4%;中:紫光+7%聯想+4% 東方外海+4% Semi:QcomAmat+2%; 能源:CegVst+4% Sedg-3% ----- 6/17:JL世股摘期降息,半年報作帳衝巨星晶片股; SPDR再平衡?WWDC:蘋 果+2%,Arm24入納指;納指標指創高; Avgo+5% 7/15.1拆10;股東會吹夢情:台積調漲:費半1.6% Tsm+3%MuSmciDell +5%Fit+4%Pltr+6%;財報: Btc$66.3kTnx4.279 Uso2.3%納1%標羅0.8% Eem0.6%道0.5%; 中:滬-0.6%Hxc-0.1 % 港國企0%深0.3%;台店0.3%日-1.8%韓- 0.5%; Ebm:Tsla+5%天賜+8% 當升+3%Alb-3%Ski Pfm-3%Lges-4%;Glw+5% Semi:LrcxKlacQcom+3% AsmlAmatGfs+2% 能源:VstSedg-4% Enph-3%;Bby+5% ----- 6/14:JL世股摘期降息,半年報作帳衝巨星晶片股;歐股債雙殺,迷因Gme-1% Btc$66.1kTnx4.213;Arm24入納指;股東會吹夢情:台積922台股22504+ 0.9%創高;費半-0.1% Nvda131.88+2%Fit+7%Fii+5%Ai-5%Soun-4%; 財報:Adbe+15%;7/15.1拆10,Avgo+3%;羅-1.6%道-0.2%標0Eem納0.1%Uso0.5%Gld1.3%;中:Hxc-1.5%港-0.9%國企-0.7%滬0.1%深0.5%; 台店0.8%日0.2%韓0.1%; Ebm:WolfPfm-5%AlbStmOnIfnnyEbmLges-4%Tsla-2%容百+5%Ski+6% Semi:AsmlSynaSwks-2% 能源:Sedg-7%Enph -4%Ceg-3%;Ccl-7%德航-5%;6/18購物節 ----- 6/13:JL世股摘期降息,半年報作帳衝巨星晶片股;台央爸升準降二套房成數至六成;美Ppi意外降利降息續吹泡,納標費半台指連創新高;迷因Gme+14%比特幣跌Btc$66.8kTnx-1.3%;股東會吹夢情:Smci+12%,聯發科+6.5%1385,台積919台股22312+1.2%創高;蘋果鏈行情,費半+1.5% Nvda129.61+3.5%Skh+3%Fit+10% Fii+6%Ai-4%; 財報:Adbe:盤後+15%;7/15.1拆10,Avgo+12% Swks+4%;羅-0.9% Gld -0.8%Uso-0.3%道Eem- 0.2%標0.2 %納0.3% ;中:國企港1%Hxc 0.3%滬-0.3%深-0.7 %;韓1%台店0.8%日 -0.4 %; Ebm:TslaLges+3%(馬斯克報酬案過,不會離職) Byd+6%Rivn-6%Alb-4% WolfSkietTm-3%;Ai能源:Asmc+12% Gnrc -5% Enph-4%;美鋁-3%Fcx-2% ----- 6/12:JL世股摘期降息,半年報作帳,12央爸會如預期利率不變偏鷹;原CPI降溫,科技股費半領漲納標指齊創高,漲勢縮窄;比特幣彈縮Btc$68.2k迷因大跌Gme-17%;股東會吹夢行情:WWDC,蘋果+3%(昨+6%)市值回首,台積909台股22048+1.2%創高 ;費半+2.9%Arm+8%(傳與聯發科合作推ArmPC,發哥大漲) Tsm4.4%172.98 Nvda125.2+3.6%Mu+4%;財報與7/15.1拆10,盤後Avgo+13%Tnx4.264羅1.6%納1.5% Eem1%標0.9% Uso0.6%Gld0.3%道-0.1%;中:國企-1.4 %港-1.3%Hxc-0.1%滬0.3%深0.1%;台店1.1%韓0.8%日-0.7 %;Tol+4% Semi:Swks+7%MrvlKlacLrcx+4%AsmlAmatQcom+3%;中芯-4% Ebm:TslaStmWolfIfnny+3%Byd-4%; Ai能源:Asmc+7% CcjEnphEtn+3% 觀航:達航+3%Ccl+2% ---- 6/11:JL世股摘期降息,半年報作帳,12央爸會;迷因續飆Gme+23%;比特幣跌Btc$67.3k-3%;WWDC,蘋果+7%領納標指創新高; 東方外海-9%;費半+0.1% Tsm-1%Arm+3%Tnx 4.404納0.9%Gld標0.3% Uso0.1%道Eem-0.3 %羅-0.4%;Hxc-1.9%港-1%國企-0.9%滬-0.8%深0.1% ;日0.3%韓0.2台-0.3 %台店0;Swks+3% Ebm:Skiet+4%Tsla-2% Ai能源:Vst+3%Ccj -5%; Fi:Jpm-3%AigBac-2% ------ 6/10:JL世股摘期降息,營收與半年報作帳,12央爸會;歐股跌,大選變天,奧運在即;比特幣迷因股價峰頂回,Ai能源彈(Gme-12%); WWDC,蘋果-2%;輝達1拆10:Nvda +0.8%;電腦展,股東會吹夢行情:費半1.4% TsmArmAvgo+2%Amd-4%Aaoi-4%Ai+5%Tnx4.469Btc$69.5kUso+3.3%Eem+0.6%納0.4%羅標0.3% 道+0.2%;中港台休市Hxc0.2%;日0.9%韓-0.8% Semi:Lrcx+4%AmatSynaKlacSwks+3% Ai能源:Ceg+8%Vst +4%NrgEtn+3%;Wolf+3% ----- 6/7:JL世股摘期降息,營收與半年報作帳,10.WWDC:輝達1拆10,12央爸會;非農就業債率升價跌金價跌美鋁銅價輝達比特幣迷因股價皆峰頂拉回,Ai能源續弱(Gme-39%,Gld-3.6%FxcAa-4%)Tnx4.43+3.5%Btc$69.4k;股東會吹夢行情: Skh+7%,Fit-10%聯想-7% Fii-6%,Dell-3%Soun-4%費 半-0.3%羅Eem-1.1 % Uso-0.3%道納-0.2%標-0.1%; 中:Hxc-1.7%深-0.9%國企-0.7%港-0.6%滬0.1%;韓+1.2%台店0.8%日-0.1%台-0.2% Semi:Syna-3%Asml -2% Evb:寧德時代-6%Alb 容百天賜-3%Ebm+9% Ai能源:Enph-7%Sedg Ccj-4%;Wb-4% ---- 6/6:JL世股摘期降息,歐央行降息Gme+47%,股東會吹牛行情:創高:台積894+ 4.7%台股21902+1.9%,Fit +18%Fii+10%電腦展,輝達 1拆10,WWDC:費半-0.9% Nvda創高回-1%SmciMu DellSoun-3%;5月營收與半年報作帳,12央爸會Tnx4.281,Btc$70.8k, Uso1.9%Gld0.7% Eem 0.5%道0.2%羅-0.7%納-0.1%標0;中:深-0.6%滬 -0.5%國企0.2%Hxc港0.3%;韓+1%日0.6%台店0 Evb:Ebm+6%Pfm+5%LgesLgcSsdi+4%容百-6% Wolf當升-4% On -3% 中:中芯+6%紫光+3% Ai能源:Vst-6%Nrg -5%EtnAsmc-4%Ceg-3% ----- 6/5:JL世股摘期降息,加拿大降息,游資濫Gme+19%;股東會行情:台積漲價與庫藏股股價創高領半導體衝: Tsm162.92+7%費半4.5% Arm+9%AvgoMu+6%Aaoi+5%Nvda1224.4+5% AmdSmci+4%Ai+3%; WWDC,輝達7.分拆市值第二,12央爸會; 半年報: Tnx4.239,Btc$70.9 k,納2%Eem1.6%羅1.5%Gld 1.3%標1.2%Uso1.1%道0.3%;中:Hxc1.6%深滬 -0.8%國企-0.2%港-0.1% ;韓1%台0.6%台店0.1%日- 0.9%;Mrna+7%Nflx+3% Semi:Asml+8%AmatMrvlLrcxSynaKlacSyna+5%Qcom+4%Intc+3%p Evb:Wolf+8%Ebm+6%Pfm+5%OnNxpiLgesLgcSsdi+4%Stm+3%;Meta+4% E:Asmc+6%Nrg+5%SedgCegVstEtnGnrcEnph+3% ---- 6/4:JL世股摘期降息,比特 幣續強Btc$70.6k;WWDC, N10分拆,12央爸會:軍工 論壇6;暑假旅:Ccl+6%;Ai發電股挫:Vst-4%Etn-3%; 電腦展:台股相關股回落 Aaoi-6%Fit-5%Tsm -2% Amd-2%Nvda+1%1164SounDell+3%費半-1.2%; 半年報:Tnx4.336, Eem-1.4%(印度指-5.7%)羅-1.3% Uso-1%Gld-09%標納0.2%道0.4%;中:深 1.1%國企0.3%港+0.2%滬0.1%Hxc-1%;台韓-0.8%台店-0.5%日-0.2%;Gme-5%; Semi:Syna-4%Mrvl-3%;Fxc銅美鋁-5% ------ 6/3:JL世股摘期降息,台股股東會吹夢行情:Gme飆再回+21%,Ai發電股續挫: Vst-6%CegGnrc-4%;電腦展佈道,WWDC:台股14漲停;ArmNvda+5% SkhMu +3%Amd-2%費半0.6%;暑 假觀:Ccl+6%;財報:Dell- 5%Hpq-3%Amsc8%;N10分拆;Tnx4.402Btc$68.8k Uso-4%道-0.3%羅 -0.5%標0.1%納0.6%Gld0.9% Eem1.1%(印度指+3.3%執政黨勝);中:國企2.2%港 1.8%深0.1%Hxc -0.4%滬-0.3%;台韓+1.7%日1.1%台店+1%;Cvx-3% Evb:Ski+6%Byd+5%RivnWolf+4%NgrCcjEtn-3% Semi:KlacAmatIntc-3%; Soun-5%;波音+4% 中:東方外海+5%騰訊+4%Wb-4%;Mrna+4% ----- 5/31:JL世股摘期降息,台股股東會吹夢行情:財報: Dell-18%Mrvl-10%Hpq -5%Bby+4%Amsc+10% Crm+8%;N10分拆;電腦展 Nvda2Amd3;WWDC:Aaoi-9%SmciFii-5%TsmMuNvda-1%AvgoSKh-3%Ai+ 4%Soun+3%費半-1%; Tnx4.514Btc$67.6kVnq+1.9%道+1.5%Eem-1%標0.8%羅0.7%納0Gld-0.6% Uso-0.9%;演習後港股續挫:Hxc-1.6%國企-1% 港-0.8%滬-0.8%深-0.5%;日1.1%韓台店0台-0.9 %;Mrna-6%;Snow-4% Evb:Vst-6%Nrg-4%Ceg-3%RivnEnph-4%F+3%Gm+4%;Bac+4%Unh+3% 油:XomCopCvx-3% Semi:IntcSwks+2% ------- 5/30:JL世股摘期降息,台股股東會吹夢行情:財報: Crm-20%Dell-5%盤後-18%Ai+19%Hpq+17%Bby+13%Amsc+10%;電腦展Nvda 2Amd3, 10N分拆; WWDC:限縮銷中東:NvdaMu-4%MsftSKhAaoi-3%SounPltr+4%費半 -0.9%;演習後港中股續挫:國企-1.4%港-1.3% (12央爸0會)Snow-5%Panw-4% Tnx4.554Btc$68.4kVnq1.5%羅1%Gld+0.2%Eem -0.3%標-0.6%道- 0.9% 納-1.1%Uso-1.4%;Hxc+1.4%滬-0.6%深-0.3%;韓-1.6 %台-1.4%日-1.3%台店-0.7%;Eric-4% Evb:Nvts+9%EnphRivn+4%Lgc-5%SkietLges-4% 中:中芯+5%Nio+10%東風海運-5%;;Syna+3% ------ 5/29:JL世股摘期降息,台股股東會吹夢行情:債率走高股跌;迷因Gme-11%;財 報:Dell+7%美航-14%Crm盤後-16%;電腦展 Nvda Amd3,10N分拆;WWDC: AmdSoun-4%Nvda1148+0.8%ArmTsmSs-3%費半-1.9%;演習後港中股續挫:國企-1.9%港-1.8% Hxc-0.9%(12央爸會) Tnx4.624Btc$67.6k羅Eem-1.5%Uso-1.4%道-1.1%Vnq-1%Gld-0.9%標-0.7%納-0.6%;深+0.3%滬+0.1%;韓-1.7%台-0.9%日-0.8%台店0.2%;Unh-4% Evb:Ebm-6%SsdiLgcLgesWolfBydBemt-5%CegPfmIfnnyStmOn-4%AlbSkietSkiEnphSedg-3% Semi:AsmlSynaGfsIntc-3%;Mrna-3%;中:Jd阿里Wb-3%;Cop-3% ---- 5/28:JL世股摘期降息,台股股東會吹夢行情:迷因Gme+25%;馬斯克插花:Nvda1139 +7%;佈道會:電腦展Nvda2Amd 3,10N分拆;WWDC: Arm+9%Dell+4%Amd+3%費半1.9%;(12央爸會) Panw-4%Snow-3% Tnx4.542Btc$68.4kUso3%Gld1.1%納0.6%標0Eem羅-0.1%道-0.6%;深-1.2%滬-0.5%國企港0;台店1% 台0.3%日-0.1%韓0 Evb:Vst+4%EnphWolfSedg+3%Ebm-5%F-4%Pfm當升-3%;Fcx美鋁+4% Semi:Syna+3%Asml+4% 旅:Ccl+3%美航達航-3%Mrna-8%; 中:東方外海+5%紫光-5% ---- 5/27:JL世股摘期降息台股股東會吹夢:聯發科一度漲停;財報:聯想+9%;佈道會:電腦展6月Nvda2 Amd3;WWDC;美股 休市(10輝達分拆,12央爸會);中:國企1.3%滬+1.1%深港0.9%;韓1.3%台1.1%台店0.9%日0.7%; Evb:Pfm+8%Enph+7%Ecb+6%SsdiSki+3% 中:中芯東方外海+4% ----- 5/24:JL世股摘期降息:20微軟AI PC會,22Nvda財報:電腦展6月2Nvda3 Amd;WWD;NvdaMu+3%TsmArm+2%AmdDellSmci+4%Aaoi+5%費半1.9%;如預期520後中軍演, 中股續挫國企港-1.4%深-1.2%滬-0.8%Hxc-0.4%;中制裁 波音-7%(佈道會:10輝達分 拆,12央爸會)Gme+4% Tnx4.467Btc$68.8kUso1.2%納1.1 %羅1% 標0.7% Eem0.3%Gld0.1%道0;韓-1.3%日-1.2%台-0.2%台店1.1%;Panw+3% Evb:Enph+7%VstAmsc+6%RivnWolf+5%AlbCeg+4%TslaCcj+3%當升-4% SemiQcom+4%;Ip+6%;Ccl-5%Mcd-3% ---- 5/23.JL世股摘期降息:如 預期520後中軍演,中股重挫Hxc-3.7%國企港-1.7% 深-1.6%滬-1.3% Nio-8% Li-6%阿里-5%;財報:Nvda +9%華星光+10% Dell+4% Amd-3%費半0AI-4%;(微軟AI PC佈道會,電腦展6月2Nvda3Amd;WWDC;央爸12)Tnx4.475Btc$67.9kVnq-2.2%Gld-2%羅-1.6%道-1.5%Uso-0.9% Eem標-0.7%納-0.4 % ;日1.3%台0.3%台店-0.8%韓0;Gme-13%Snow-5% Evb:Sedg-11%Wolf-10%Rivn-7%On-6%NvtsGnrc天齊鋰-5%TslaAmscGnrc華友鈷恩捷德方納米當升天賜容百-4%Skiet-3%; Semi:Gfs-9%Syna-5%Intc -4%;Ip+6%;航旅:波音-7% Ccl -5%Mcd-3% ----- 5/22.JL世股摘期降息:財 報:聯想+12%Nvda盤後+6%費半1% Skh+3%Tsm+2%Smci-3%;微軟佈道會,電腦展6月2Nvda3Amd:宏基仁寶+10%;520後如預期中國圍台演習;疫苗股Mrna+14%Amsc+4%; Gme-5%(佈道會:WWDC; 央爸12);Tnx4.434 Btc$69.5kGld-1.8%Uso-1.7%Vnq-0.9%羅-0.8%道-0.5%標Eem-0.3%納-0.2%;中:Hxc-1.2%港- 0.1%國企滬0深0.1 %;台1.5%台店1%韓0日-0.9% 商品:Fxc-6%Bhp-5%美鋁-4%;Tol-8% Evb:EnphSedg+9%Rivn+6%On+5%Stm當升德方納 米+3%Tsla-3%Ebm +3%Skiet-4%StmOn-3%; ----- 5/21.JL世股摘期降息:狗熊翻Tsla+7%迷因Gme -4%;中概股回落Hxc-2.6% 國企港-2.1%;Soun-7% Aaoi-3%Hpq+3%費半-0.3 %Arm+4%Lrcx+2%;(佈道會:電腦展:6月2Nvda3 Amd,WWDC;央爸會12); Tnx4.437Btc$69.7kUso-0.7%Eem-0.6%Gld羅- 0.2%標+0.3%納道+0.2%;中:深-0.7%滬-0.4%;韓- 0.7%日-0.3%台-0.2%台店 -0.1%;Panw-4%;美鋁+4% Evb:Tsla+7%國軒+5%Ceg+4%VstEbm +3%SkietBydTlc-4%SsdiPfmAlbIfnnyStmOn-3%;Amsc+6%;Lly+3%; 中:中芯Jd-4%LiWb-3% ----- 5/20.JL世股摘期降息:氾 濫游資Btc$71.4k+ 8%, Gme+4%;微軟AI PC發佈會Soun+9%Aaoi+6%; 財報Li-13%Nvda+2% MuLrcxKlac+3%AmatMrvl+4%費半+2.2%;520美德就職政策(佈道會:電腦展:6月2Nvda3Amd,WWDC;央爸會12);Tnx4.437納0.7% Gld0.4%羅+0.3%0.1% Uso-0.3%Eem-0.4%道 -0.5%;中:Hxc-1.7%滬0.5%國企滬深0.4%;日0.7%韓0.6%台0.1%台店-0.1% Evb:Gnrc+4%國軒+3%Skiet-4%Alb-3 %;Mrna+6%;觀旅: Ccl+7%;Jpm-5%; ----- 5/17.JL世股摘期降息:中國救房政策利多:深1.1%滬1%國企港0.9%Hxc0.3%; Btc$67k+2%;迷因落Gme -20%;520就職風險與美德政策股?Msft:AI PC(佈道會:財報:Nvda 22;新品電 腦展:6月2Nvda3Amd, WWDC;央爸會12費半-0.7 %Ccj+6%Aaoi+4%Dell+ 2%Amd+1%Arm-3%Nvda Mu-2%Tnx4.42Gld1.7% Uso0.9%Eem0.4%道0.3%標0.1%羅0納-0.1%;韓-1%日-0.3%台-0.2%台店0.4% Evb:國軒+10%Ccj+6%華 友鈷Rivn+4%當升+3% Skiet-5%Sedg-4%;Lrcx-4%;Fxc+4%;阿里+8% ----- 5/16.JL世股摘期降息:道指標指台指創高拉回:狗熊續翻港中股:紫光+9%國企1.9%港1.6%Hxc1.5 %迷 因Gme -30%;新品電腦展: AI PC:20.Msft:費半-0.6% Tsm-2%SkhMrvl+4%Amd+2%Smci-5%(520前政策股最後盛宴?中美軍演?佈道會:財報:Nvda22 ;6月 2Nvda3Amd,WWDC;央爸會12)AI: Soun-4%Fii+5% Tnx4.377Btc$65.3kUso 0.5%Eem0.2%道- 0.1%標-0.2%納-0.3%Gld-0.4%羅-0.6%;中:深0.2%滬0.1 %;日1.4%台0.7%韓台店0.8% ;Wmt-7%Cat-3% Evb:Ceg天齊鋰Ifnny-3% Ebm+3%;Ggr-6%波音+3%;Mrna+3%;Fxc-3% 中:Wb騰訊+4%阿里-4%東方外海-3%;Tol-3% ----- 5/15.JL世股摘期降息Cpi緩Gme-19%,Btc$66.2k +7%;電腦展:AI PC:Dell +11%Smci+16%費半+2.9 %AvgoAmdNvda+4%Qcom+3%Tsm+2%(520前政策股最後盛宴?中美軍演 ?佈道會:新品20.Msft: AIPC;財報:Nvda22;6月2 Nvda3Amd,WWDC;央爸會12)Tnx4.356Vnq 納1.4 %Gld 1.3%羅1.2%Eem 1.1%標0.9%Uso 0.9%;中:深-0.9%滬-0.8%Hxc-0.5% 國企-0.3 %港-0.5%;台0.8% 台店0.2%韓日0.1% Evb:Rivn-9%Alb-6%Sedg-4%Lgc+3%;Tol+6% Semi:LlacAmatLrcx+4%MrvlSyna+3%;Panw+4%,Crm+4%,Amsc+3%,Lly+3%;中:Nio-8% ---- 5/14.JL世股摘期降息雙巴:股東會吹牛旺季,散户迷因行情再現?Gme+60%;海運指狂噴)(520前政策股最後盛宴?中美軍演?佈道會:新品20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd,WWDC)AI:Aaoi+12%SmciAi+5%Hpq+3%費半+1.7%Tsm+4% Avgo+3%Soun-4%Tnx4.445Btc$61.7k羅1.1%Gld 0.9%納0.8%Eem標0.5%道0.3%Uso-1.2%;中:港滬 -0.1%Hxc -0.2%國企-0.3 %深-0.6%;台0.7%韓0%日-0.1%台店-0.2% Evb:Enph+6%TslaLgcRivnAlbLgc+3%Wolf+5% Semi:Gfs+3%Qcom;Eric+6%;中:Nio +7% ---- 5/13.JL世股摘期降息雙巴:股東會吹牛旺季,散户迷因行情再現?Gme+74%(盤後+21%;海運指數狂噴) 財報:Rivn+9%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品20.Msft :AIPC;財報:Nvda22;6月電腦展2Nvda3Amd,WWDC) AI:Fit+12%Soun+8%Ai+4%費半+0.3%Arm+8% Tnx4.481Btc$63.1k Uso1.1%Eem0.8% 納0.3%羅0.1%標0道-0.2% Gld-1.1%;中:Hxc+3.7%港+0.8%國企0.6%滬-0.2%深-0.6%台0.7%韓0%日- 0.1%店-0.2%; Intc+2% Evb:Ccj-4%德方納米當升天賜容百贛鋒鋰-4%Ebm Skiet華友鈷-3%Tsla+2% On+3%Sedg+6%;Gfs+3%;中:Nio+7%阿里+4%東方海運+5%;美航+4% Mrna+7%;美鋁+7% ---- 5/10.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Nvts-13%U-10% ;港股續彈:國企2.4%港2.3%滬0深Hxc-0.6% (佈道會:5/13.OpenAI,財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品20.Msft: AIPC;財報: Nvda22;6月電腦展2Nvda 3Amd,WWDC)AI:Soun+7%Fit-11%Aaoi-3%費半+1 %ArmTsm+5%MuSkh+3%Avgo+2%Nvda+1% Tnx4.504Btc$60.7k Gld0.8%+0.3%Eem 標0.2%納0羅-0.6% Uso-1.6%;台0.7%韓0.6%台店0.1%日0.4%; Evb:Sedg當升-6%Nio -5%WolfTm德方納米-4% AlbCcj天賜-3%Tsla -2%Ggr-5%;Syna-4%;Mrna-4%;Mcd+3% ----- 5/9.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Rblx-22%Sedg-8%Arm-2%;中彈:深Hxc國企1.6%港1.2%滬0.8%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中美軍演?新品:20.Msft:AIPC;財報: Nvda22;6月電腦展2Nvda3Amd,WWDC) AI:AaoiSmci-3%Nvda-2%費半-0.6%聯想+9% Tnx4.449Btc$63k Vnq2.1%Gld1.6%道羅0.9%標Uso0.5%Eem納 0.3%;台店-1.3%韓-1.2% 台-0.7%日-0.3%; Ms+3% Evb:當升+12%恩捷容百+7%華友鈷德方納米天賜+5%Ceg贛鋒鋰天齊鋰恩捷+4%CcjWolf寧德時代+3%;東方外海+6% ------ 5/8.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報:Shop-19%Uber-6%, 盤後Arm-10%(佈道會:財報.5/14鴻海;520前政策股最後盛宴?中軍演? 新品:20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd, WWDC) AI:Aaoi-7%FiiFit-4%Dell+3%費半0.1% Tsm+2% Tnx4.492Btc$61.4k 羅-0.5%Gld-0.3%納-0.2%標Eem0道0.4%Uso0.8%; 中:深-1.4%國企-1.1 %港-0.9%Hxc-0.7 %滬-0.6%;日-1.6% 台店0%台0.2%韓0.4%;Fxc-3% Evb:當升Nio-5%Li- 4%恩捷天賜容百天齊鋰-3% ----- 5/7.JL世股摘期降息雙巴盤:股東會吹牛旺季,財報: Pltr-15%Dis-10%Gfs+7%(佈道會:財報.5/14鴻海; 新品:20.Msft:AIPC;財報:Nvda22;6月電腦展2Nvda3Amd, WWDC) AI:Soun-5%費半-0.7 %Skh+4%三星電+5% Tnx4.437Btc$63.6k 羅0.2%標道0.1%納 -0.1% Uso-0.2%Gld-0.5%Eem -0.6%;中:Hxc-2.1%國企 -0.7%港-0.5%深 -0.1%滬0.2%;韓2.2%日1.6%台0.6 %台店-0.1%;Ifnny+12% Evb:Tsla-4%Wolf-7%;Ggr-8%;美航Ccl-3%Ip+5% ------ 5/6.JL世股摘期降息雙巴盤:股東會吹牛旺季(佈道 會:新品5/7.Aapl,20.Msft: AIPC ;財報:5/14鴻海, Nvda22 ;6月電腦展2Nvda3Amd,WWDC) AI:Soun+16%Pltr+8%Aaoi+8%Smci+6%AiDell+3%費半2.2%ArmMu +5%Nvda+4%AmdKlacAvgo+3%Tnx4.489Btc$63.3k納羅1.2% Gld+1.1% 標1%Uso0.7%道0.5% Eem0.1%;中:深2%滬1.2 %港+0.6%國企+0.4%Hxc -0.1%;台1%台店+0.3% Evb:天賜+6%Ccj德方納米+5%恩捷Li+4%贛鋒鋰Nvts +3%;Ggr+28%; 美航+6%達航+3% Lly+3%Meta+3% ----- 5/3.JL世股摘期降息雙巴盤:股東會吹牛旺季 Btc$64k+5%中概續 衝:Hxc國企1.7%港+1.5% 財報:Aapl+6%納+2%,費 半2.4%ArmAsmlTsm +4%NvdaAmd3%;(佈道 會;新品7Aapl20Msft: AIPC;財.5/14鴻海Nvda22財;6月電腦展:2Nvda3Amd,WWDC) AI:Aaoi+7%Ai+4%SmciPltr+3%;Tnx4.571,標1.3%道1.2%羅1%Eem+0.9% Gld-0.1%Uso-1.1%;台0.5%台店-0.1%;Fxc+3% Evb:EnphWolf+8%Nvts+7%天齊鋰+5%Gnrc+4% Semi:AmatSwks AvgoLrcxMrvl+3% 中:Jd+5%阿里Wb+4% ----- 5/2.JL世股摘期降息雙巴盤:中概續噴:Hxc6%國企 +2.6%港+2.5%Li+10%Wb +8%百度+7%Nio+6%財 報:高通+10%(盤後蘋果 +6%)費半2.2%ArmNvda 3%Mrvl4%;(佈道會:5/14鴻海;新品7Aapl ,20 Msft: AIPC;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Aaoi+5%Dell+4%Smci+3%;Tnx4.571,Btc$58.9kEem+2.6%羅1.8%納+1.5 %標道0.9%Uso0Gld-0.3 %;台店+0.7%台-0.9 %韓 -0.3%日-0.1%;Mrna +10% Amzn+3%Aapl+2% Evb:Rivn+7%Alb天齊鋰 +5%比亞迪+4%Ccj +3% Wolf -10%;波音+4% Semi:Gfs+3%MuKlacAsmlAmat+2%;美鋁+5% Fxc-2%;Aig+3% ----- 5/1.JL世股摘期降息雙巴盤:Fed不降息,財報:星巴克-17%Swks-15% Smci-14%Amd-9% (高通盤後+10%) 費半-3.5%Arm-6%Avgo Nvda-4%;Btc$58.3k-4%Uso-3.1%;(佈道會:5/14鴻 海;新品7Aapl,20 Msft: AIPC;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun+4%Dell-5%Tsm- 2%;Tnx4.598,Gld+0.9% 羅0.3%道0.2%Eem 0.1%納標-0.3%Hxc0.6%日- 0.3%;Nio+12%;Pfe+6% Semi:Gfs-4%KlacLrcxMrvlMu-3%;AmznMeta+2% Evb:Gnrc-6%WolfNxpiEnph-3%RivnCcj+3% --- 4/30.JL世股摘期降息雙 巴盤大結帳:財報會盤後:Smci-10%Amd-7%/Amzn-3%;比特幣Btc$60.2k-6%;Tsla-6%;Hxc-3.2%費半-1.9%(佈道會:5/1.Fed,14鴻海, ;新品7Aapl 20Msft:AIPC ;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun-8%AaoiPltr-4%;台積中科廠延: AsmlLrcx-4%KlacAmat -3%Nvda-1.5%Tnx4.686 羅-2.1%納Gld-2% 標-1.6%道-1.5%Uso-1.4% 中:深-0.9%滬-0.3%港+0.1%國企-0.1%;日+1.2%韓+0.2%台-0.5%台店-0.1%;Lly+6%Msft-3% Evb:Ccj-8%SkieRivnF當升-5%AlbEnph Stm贛鋒鋰-4% GmWolf-3% 觀旅:美航波音-3% Semi:Mrvl-4%AvgoIntc-3%;Glw+5%;東方外海+5% 原物料:美鋁-7%Fxc-5% Cop-4%Cvx-3%;Cat-4% ------ 4/29.JL世股摘期降息雙 巴盤:狗翻:日圓,Tsla上訪京+15%(佈道會:財報:30 SmciAmznAmd;5/1.Fed ;新品7Aapl20Msft:AIPC ;Nvda22財;6月電腦展:2Nvda,3Amd,WWDC) AI:Soun+5%Smci+4%Aaoi-6%;台積2nm 廠延半年;費半0.6% Nvda-1% Tnx4.614Btc$63kEem+1%羅0.7%納道0.4%標0.3% Gld-0.2%Uso-1.1%;中:深2.2%滬+0.8%港+0.5% Hxc0.3%國企0.2%;台1.9%台店1.4%韓1.2%; Evb:德方納米+15%Alb恩 捷容百+8%贛鋒鋰+7%寧 德時代WolfLgcSki +6% On天齊鋰+4%; Swks+3% Aapl+2%Goog-3%Meta-2%;波音+4% 中:Li+8%百度+6%紫光+4%;IpFxc+4% ---- 4/26.JL世股摘期降息雙 巴盤:財報:Goog+10% Amzn+3%Intc-9%;(佈道 會:財報:Smci30;5/1.Fed ;新品7Aapl,20Msft:AIPC ;Nvda 22財;6月電腦展, WWDC)AI:Fit+11% Fii+10%Smci+9%Soun+6%Pltr+4%;費半+2.6% Nvda+6%Klac+5%ArmAvgoSkh+4%MrvlAmatMu+3%Tnx4.669Btc$63k納2%Eem1.2%羅1.1%標1%道0.4%Gld0.3%Uso-0.1%;中:Hxc2.5%國企2.4%深2.2%港2.1%滬+1.2%;台1.3%台店韓1.1%日+0.8%; 中:裕元+16%Nio +9%Li +7%Jd+6%紫光Wb+4% Evb:Nvts+8%RivnWolf+6%德方納米比亞迪Enph+4% ----- 4/25.JL世股摘期降息雙 巴盤:財報:Meta-11 %Ibm -8%Cat-7%Tsla+5%;盤後: Goog+15%Msft +5%Intc -8%;技術論壇TsmAvgo Klac+3%費半+2%Mrvl Nvda+4%(佈道會:財報: Smci30;5/1.Fed;新品: 7Aapl,20Msft:AIPC, Nvda22財;6月電腦展, WWDC)AI:Fii+8%SmciDellSoun+4%;債率再升Tnx4.706Btc$64.3k道-1%羅-0.7%納-0.6%標 -0.5%Eem0.2%Gld 0.6% Uso1%;中:Hxc0.8% 港+0.5%國企滬+ 0.3%深0.1%;日-2.2 %韓-1.8%台- 1.4%台店-0.9%; Evb:Ifnny恩捷+4%Pfm -6%Ebm-5%Skiet 當升-4%;觀:達航+4% Skh-5%三星電-3%; ----- 4/24.JL世股摘期降息雙 巴盤:財報Tsla+12%Txn+ 7%Skh+5%天齊鋰-19% Meta盤後-18%(佈道會:財 報:MsftGoog25,Smci30,5/1.Fed;新品:7Aapl,20Msft:AIPC,Nvda22財 ;6/4電腦展,WWDC) AI:Fii+8%SounAaoi-4%; 費半+1.1%Arm+4% Nvda-3%Tnx4.652 Btc$64.4kUso羅-0.4% 道-0.1%Gld-0.2%標0 納0.1%Eem0.4%;中:國企+2.5%港+2.2%滬+0.8%深0.7%Hxc+0.5%;台2.7%日台店2.4%韓2%;Nflx-4% Evb:Nvts+9%PfmWolf+8%On+6%EbmStm+5%IfnnyNxpiSsdiLges+4%華友鈷贛鋒鋰-7%Enph容百-5%當升Amsc-4% 中:Jd阿里騰訊+4%聯想+5%;達航波音-3% Syna+3%三星電+4% ----- 4/23.JL世股摘期降息雙 巴盤:財報盤後Tsla+11%(佈道會:台積技術論壇24;財報:24Meta,25Msft Goog.30Smci;5/1Fed ; Msft20:AIPC,Nvda22; 財;6/4電腦展,WWDC) AI:Soun+10%Smci+6%DellAi+4%;費半+2.2%Nvda Skh+4%AsmlArmMuTsm+3%Tnx4.598Btc$66.6 k 羅1.8%納1.6%Uso1.5% 標+1.2%道0.7%Eem0.8% Gld-0.3%;中:國企+2.1% Hxc+2%港+1.9%滬-0.7%深-0.6%;台店1.1%台1%日+0.3%韓-0.2%;Amsc+5%, Semi:Syna+5%AmdAvgoKlacAmat+2%;Panw+4% Evb:華友鈷-7%Wolf -6% EbmSsdi-3% Tsla2% SedgNvtsGm+4%NxpiCcj+3%;Nflx+4%Meta+3% 中:Jd+6%騰訊+4%;觀:Ccl+3%;Tol+5% --- 4/22.JL世股摘期降息雙 巴盤:反彈:Btc$66.8 k+3% 費半+1.7%Arm+7% Nvda +4%MuTsm+2%,Gld-2.5%金回跌(佈道會:台積技術論壇24;財報:23Tsla,24 Meta,25MsftGoog.5/1; Fed;Msft20:AIPC,Nvda 22;財;6/4電腦展,WWDC )AI:Soun+6%Ai+4%Fii-5% Aaoi-8%Tnx4.623Eem 納1.1%羅+1%標+0.9%道+0.7%Uso-0.1%;中:Hxc +2.3%港+1.8%國企+1.5%深-0.4%滬- 0.7%;韓1.5%日1%台-0.6%台店-2.4%; Evb:Pfm+9%Wolf+8%Ski+7%F+6%EbmSSDISkiet+5%Enph+4%Li當升-6%天賜-4%Tsla-3%;Vz-5% 中:騰訊Nio+5%東方外海+3%;觀旅:美航德航+3% Fi:Gs+3%Bac+2% ---- 4/19.JL世股摘期降息雙 巴盤:Smci-23%Nvda-10% 領崩費半指-4%Arm -17% AmdMuSkhMrvl-5 % AvgoMu-4%AsmlTsm-3%(22募944, 946;佈道會:台積技術論壇24;財報:23 Tsla,24Met,25MsftGoog 5/1.Fed;Msft20:AIPC, Nvda22;財;6/4電腦展, WWDC)AI:Soun-7%Fii-4 %Aaoi+4%Tnx4.627 Btc$64.5k納-2.1%標-0.9%Eem-0.4%Uso+0.1%羅+0.2% Gld0.3%道+0.6%;中:Hxc國企港深-1%滬-0.3%;台-3.8%台店-3.3%日-2.7%韓-1.6%; Evb:Li-10%WolfNvts-6%Nio天賜-5%On恩捷德方納米-4%;Nflx-9%Meta -4%Amzn-3%;Wfc Bac Jpm+3%;東方外海+4% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤黑天鵝多隻出恐慌指崩回,風險資產金融房產科技全回:中回應美貿戰:手機延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤恐慌指衝,風險資產全回:中回應美貿戰:手機漫延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/11.JL世股摘期降息雙巴盤:作帳:AI巨星領漲NvdaMu+4%黃金創高;大狗熊翻:蘋果+4%Nke+3%(佈道會:台積財報18,技術論壇24;22募集944,946;財報:Ms-5%Meta24;5月:1Fed;Msft:20:AI PC, Nvda22財;6月:電腦展4,WWDC10)AI:費+2.4% ArmAvgo+5%Soun+6%Smci+3%Fit-12% Tnx4.576Btc$70kGld+1.9%納+1.7%羅標+0.7% Eem+0.6%道0 Uso-0.7%%;韓日- 0.5%台-0.1%台店-0.5%中:國企-0.2%港-0.3%%Hxc+0.1%滬+0.2%深0;美航+3% Evb:Rivn-7%Ski-6% Ccj+3%;Asmc+3% Semi:Gfs+4%SkhQcom+3%;Snow+4% ---- 4/10.JL世股摘期降息雙巴盤:CPI超預期降降息預期(佈道;台積財報18,技術 論壇24,22募集944,946; 財報:Meta24;5月:1Fed; Msft:20:AI PC,Nvda22財 ;6月:電腦展4,WWDC 10) AI:費-1.7%Nvda+2% Amd-2%Fit+3%Soun-7%Ai-5%Fii-4%Aaoi-3% Tnx4.56Btc$70.6kVnq-4.1%羅-2.5% Eem-1.4%道-1.1%標Gld-1%納-0.8% Uso+1.1%;韓日- 0.5%台-0.2%台店+0.4%中:國企+2.1 %港1.9%Hxc滬- 0.7%深-1.6%; Evb:Nvts-8%Wolf-5% NxpiF容百-4%Tsla Rivn StmTxn贛鋒鋰恩捷華友鈷-3%;觀旅:美航Ccl-4%; Semi:SynaGfs-5%Swks-4%IntcMrvlQcom-3%;Tol-5%XhbHd-3%;Fi:BacMs-3%Gs-2%;中股:阿里Jd+5%東方外海+3% ----- 4/9.JL世股摘期降息雙巴 盤:大狗熊翻:當升+ 18%容 百+16%天賜+10%Sedg Wolf+8%(佈道會:月營收;台積美助款66億美元+4.6%819 Tsm+2%,台股+1.9 %20796,財18,技術論壇24,Meta財24; 22募集944,946;5月:1Fed; Msft:20:AI PC,Nvda22財,6月:電腦展4,WWDC10) AI:費0.9%NvdaArm-2% Fit+8%DellSmciSoun-3% Tnx4.366Btc$69.3kVnq+1.3%Eem0.7%Gld+0.6%羅納+ 0.3%標+0.1%道0 Uso-1.3%;日1.1%台店-0.4%韓-0.5%中:Hxc+1.7%深港0.6國企0.5%滬0.1%;Mrna+6% Evb:Nio德方納米+7%Enph+6%贛鋒鋰天齊鋰恩捷+6%Ifnny華友鈷Ggr+4%OnStm+3% Semi:SynaGfsSwks+3%;美鋼銅Fcx+3% ---- 4/8.JL世股摘期降息雙巴盤(佈道會:3月營收;台積美助款66億美元Tsm+1%,財18,技術論壇24, Meta財24 ;22募集944,946; 5月:1美聯儲;Msft:20 AI PC , Nvda22財,6月:電腦展.4,WWDC.10)AI:費+0.2% Arm+4%Soun-3% Dell-4%,Tnx4.424Btc$71.6kVnq+1.1%Eem0.7%Gld+0.6% 羅0.5%納標道0 Uso-0.3%;日0.9%台台店+0.4%韓 0.1%;中:深-1.6%滬-0.7%國企+0.1% Hxc+0.6%港0;Ccl+4% Evb:TslaPfm當升+ 5%天齊+9% Alb+4%Rivn+3%德方納米-5%恩捷天賜-4% ----- 4/5.JL世股摘期降息雙巴盤(佈道會:岸田4/6訪熊本,3月營收;財報:台積18:Tsm1%Nvda5/22;基金半年報結算:拉科技巨頭 MetaAmzn+3%Msft+2%;22.募集944,946; 5/1美聯儲:費+1.3%;電腦展 Dell+4%WWDC)AI:Amd3%Nvda2%Aaoi-4%Soun4%Tnx4.378Btc$68kGld+1.7%納1.2%標+1.1%道0.8%0.5%Eem Uso0.2%;日-2%韓 -1%;中:深-0.4%滬國企Hxc-0.2%港0 Semi:AsmlMrvl+3%ArmAmat+2%IntcSkh-3%; GoogCrm-3% Evb:Enph-7%天齊鋰Ssdi-5%Tsla-4% SkietEbmPfm-3% ----- 4/4.JL世股摘期降息雙巴盤(佈道會:岸田訪熊本,3月營收;財報:台積18:Tsm-2 %設備廠,5/1聯儲吹 冷股大跌:費-3%納道-1.4%標-1.2%羅- 1.1%;電腦展WWDC)AI:Amd-8%Avgo-3%Smci-6%Aaoi-5%Soun4%Skh+5%Tnx4.309Btc$67.7kEem-0.4%Uso1.3%;韓1.3%日0.8%;Hxc-0.1% Semi:Klac-4%MuArmAsmlLrcx-3%;GoogCrm-3% Evb:Ssdi+3%Alb-6%Rivn-4%CcjGmF-3% ----- 3/29.JL世股摘期降息復活節(佈道會:Q1季報:,財報會18台積;WWDC,電腦展);940狂掃近600億,台股新息ETF拉台告段落;台+0.7%台店+0.6%日0.5%韓0;中:滬+1%深+0.6%;Evb:當升恩捷+3% ------- 3/28.JL世股摘期降息(佈道會:Q1季報:臻鼎+8%鴻海Fii+5%Fit+3%,4月財報會;WWDC,電腦展)AI:費 +0.1%Mrvl-2%Pltr- 6% Tnx4.206Btc$70.8kUso+1.6%Gld+1.3%Vnq+0.7%0.5%Eem+0.4%道標+0.1納-0.1%;台店+1%日-1.5% 韓台-0.3%;中:國企+1.4%深+1.3%港0.9%滬+0.6% Hxc+0.3%;Ccl-5% Evb:EbmPfmOn-3%Tsla-2%Nvts+4%當升+7% Ggr+8%;Mrna-4% 中:紫光Jd+6% WbNio-4% ---- 3/27.JL世股摘期降息,能源車供應鏈雙巴豬頭盤德方納米-7%比亞迪恩捷-6% SedgEnph+10%Alb+8%Nvts+7%(佈道會:工具機展:上銀東台+10%;OFC聯發 科+3%;Q1季報,4月財報會;WWDC,電腦展)AI: Mrvl+6%海力士+3%Amd +1%Nvda-2%Tsm-1.6%費+1%;Fii-6% AaoiDell-3% Tnx4.19Btc$69.5kVnq+2.6%羅2.1%道1.2%標0.9% Gld0.7%納0.5% Uso0.3% Eem0.2 %;台店+1%日0.9 %台+0.4%20200韓+0.1%; 中:深-2.4%國企 Hxc-1.7%港 -1.4%滬-1.3%;美航+3% Evb:Wolf+6%F+5%RivnOn+4%TxnNxpiGnrc+3%億緯鋰-5%天齊鋰贛鋒鋰容百-4%;Ggr-7% Semi:SwksIntc+4%Syna+3%;中:紫光-4%中芯-3% ---- 3/26.JL世股摘期降息,大狗熊翻中能源車鏈:當升天賜+10%恩捷+6%德方納米+5%(佈道會:OFC:Fit月漲100%;Q1季報,4月財報會) AI:海力士+4%Mu +1.4% Arm-7%Nvda-3%Tsm-1% 費-0.8%Tnx4.234 Btc$70.1kUso-0.6% 納-0.4%標-0.3%羅-0.2% Eem道-0.1%;韓+ 0.7%日0台-0.3 %台店-1.5%;中:國企+1.2%港+0.9%深+0.3% Hxc-0.1%滬+0.2%;Ip-6% Evb:寧德時代億緯鋰能容 百+4%Tsla+3%F-4 %Ssdi Lgc-3%;騰訊聯想+4 % ----- 3/25.JL世股摘期降息,比特幣衝(佈道會:TMTS工具機展:東台上銀漲停;OFC- Fit月漲100%;3月底季報, 4月財報會)AI:Mu+ 6% Arm+3%Nvda+0.8%Tsm -0.2%費-0.3%Smci +7% Soun-5%Tnx4.253 Btc$70.3kUso+1.4%羅0.1%Eem 0.1%道-0.4%標 納-0.3 %;日-1.2%韓-0.4% 台-0.2%台店0.4%;中:深-1.5%Hxc-0.3 %滬- 0.7%港-0.2%國企-0.1%聯想-9%東方外海-4%百度 Wb+3%;Dis+3% Evb:Ebm+5%Nvts+4%Ssdi+3%德方納米-6%恩捷-4%Ccj Enph當升贛鋒鋰-3 % ---- 3/18~23CERAW標普全球能源會 3/22.JL世股摘期降息(佈道會:3月底季報,4月財報會 ;財報會:Nke-7%) Tnx4.218Btc$63.1k羅-1.3%Eem-0.7%道-0.8%Uso-0.2%標-0.1%納費 +0.2%;台日0.2%韓 -0.2%台店-0.4%;中:國企-2.5 %港-2.2% Hxc -1.8%深-1.2%滬1%;Goog+2% Evb:德方納米-6%華友鈷 天賜容百天齊鋰-5%贛鋒鋰當升Nvts-4%RivnAlb SedgGnrc-3%Ssdi+4% AI:Semi:Nvda+3% Tsm+0.8%;Soun-8% 中:中芯-6%JdWb -5%Li-3%東方外海-17% ---- 3/21.JL世股摘期降息(佈道會:21AI PC:Amd,Msft,蘋果會-4%;20央爸會+1D 半導體續衝:費2.3%,Mu+ 14%Skh+9%Avgo+6%TsmArm+2%Nvda+1%;Smci+8%Aaoi3%Soun-16%Snow-3%)Tnx4.271Btc$65.5k;羅+1.1%道+0.7%標+0.3%納+0.2%Eem +0.1%Uso-0.6%;韓2.4%台2.1%日2%台店0.7%%;中:港+1.9%國企1.8%深0.2%滬-0.1%Hxc-1.6% Fi:Gs+4%BacMs+2%Semi:Lrcx+4%Amat三星電+3%AsmlKlac Arm+2%;Dell+3%Evb:Ebm+4%Wolf+3%Nvts-5%Ggr+8%;XhbTol+2% 中:Li-7%Wb-4% ----- 3/20.JL世股摘期降息(佈道會:21AI PC:超微微軟,蘋果新品;20央爸會後噴股比特幣,美光財報盤後+18%Arm5%Avgo4%Amd-1%TsmNvda+1%費1.6% Aaoi6%Soun-5%) Tnx4.273Btc$68k;羅+1.9%納+1.2%道+1%標+0.9%Eem+1.1%Uso-1.5%;韓1.3%日0.7%台店-0.2%台 -0.4%;中:Hxc+1.9% 滬0.5%國企0.4%深0.2%港0.1% 觀旅:美航Ccl+5%達航波音+4%;美鋁+6%Fcx+4% Semi:GfsAsmlLrcx KlacQcomMuAmat+2%三星電+6%;Ms+3% Evb:Wolf+10%SedgF+5%GnrcEnph+4%AlbTslaNxpiGm+3%;Meta+2% ---- 3/19.JL世股摘期降息比 特幣跌(佈道會:央爸20,AI PC2,蘋果會,GTC18 Amd-5%Arm-4% Mrvl -3%Tsm -1.3% Nvda1%費-0.9% Smci-9 %Ai Skh-3%Aaoi5%) Tnx4.308Btc$62.6k;道0.8%標Uso 0.6%羅0.5%納0.4 %Eem-0.5%;日0.7 %台店0.6%台-0.1 %韓-1.1%;中:國企港-1.2% 滬- 0.7%Hxc深 -0.6% Evb:Ggr+7%Alb容百恩捷-3%;美鋁-4% Ip+11%;中:Nio東方外海-6% ---- 3/18~23CERAW標普全球能源會 3/18.JL世股摘期降息比,狗熊翻Tsla +6%(佈道會:央爸20;GTC18:Arm+2%Nvda0.7% Tsm0.2%費0 Smci-6%Soun-8% Fii+8%;21AI PC: Msft0.2%) Tnx4.34Btc$67.4k;Uso2.2%納0.8%標0.6%Eem道 +0.2%羅-0.7%;日2.7%台店1.3%台1%韓0.7%;中:深+1.5%滬1%國企0.5%港0.1%Hxc -0.6% Evb:Catl+6%TslaSki+5%SsdiEbmSkiet Ctmt+4% RivnEnph+3%Amsc-5%Wolf-4%Ccj+2%;Goog4%Meta+2%;Eric-7%;Ggr+6%;中:Li-12%Wb-5% ---- 3/15.JL世股摘期降息比 特幣跌(佈道會:GTC18: Amd+2%AvgoTsm-2% Arm-3%Nvda0費- 0.5% Smci-5%Pltr-4%Soun+6 %;21AI PC:Msft -2%) Tnx4.304Btc$68.5k;納-1%標-0.7%Eem-0.6%道-0.4% Uso0 羅+0.4%;韓- 1.9%台-1.2%台店- 0.6%日-0.3%;中:國企 -1.5 %港-1.4%Hxc-0.4% 深+0.5 %滬+0.6% Evb:SsdiIfnnySedg-5%StmEbmLge-4%SkietNxpiOn-3%RivnGmCcj+3% Semi:Arm-3%Asml-2%;Crm-3%;Amzn-2%;Fcx+3% 中:Wb+4%Li+3%東方外海-3%Asmc+4%Ggr+11% ----- 3/14.JL世股摘期降息(佈 道會:GTC18:Amd -4% Nvda-3%TsmMrvl -2% 費-1.8%Aaoi-8%Fii -6% Smci-5%Ai-4%SounDell-3%;21AI PC: Msft+3%) Tnx4.298Btc$71.2k;Uso1.6%羅-2%%Eem-0.5%道-0.4 %標納-0.3%;台店- 0.5%台0.1%日0.3%韓0.9%;中:Hxc- 2.8港-0.7% 深-0.5%國企-0.4%滬-0.2%Goog+3% Evb:RivnNvts-9%Enph-7%Wolf-6%TslaIfnny-4%PfmSsdiOn天賜德方納米恩捷-3%;中:Nio-6% Li-4% Semi:MuSyna-3%GfsSwks-2%;Asmc-7%X-6%Tol-4%裕元+33%Mrna-3% ----- 3/13.JL世股摘期降息,比特幣續創高(佈道會:GTC 18:Mrvl-6%Amd-4%Avgo-3%Tsm-1.6%Nvda-1% 費-2.5%Soun+25% Dell-3% AaoiFii-2); Tnx4.192Btc$73.1k;Uso2.4%羅+0.3%道0.1%標-0.2%Eem-0.3%納 -0.5%;台店-1.1%日-0.3%台0.1%韓0.4%;中:Hxc+1%滬-0.4%深國企-0.3港-0.1%Nio-4%Li 紫光-3%聯想+3%;美鋼-13%Fcx銅+8% Evb:SedgCcj-6%TslaRivnWolf-5%NxpiOn-3%Gm+3%F+2%;;Ms+3% Semi:SynaIntc-4%MuLrcx-3%AmatQcomLrcx-2%; 觀旅:Ccl達航+3%Mcd-4% ---- 3/12.JL世股摘期降息(佈道會:GTC18: Nvda+7% Tsm4%Soun+16%Smci+8%Fii-4%費+2.1% );中港股狗熊翻噴:Hxc+4%國企3.5%港3.1% Li+9% Jd+8%天賜+7% Byd+6% Tnx4.155Btc$71.5k;納1.5%標Eem1.1%道0.6%羅0Uso-0.4%Gld-1.1%;台店+1.4%台1%韓0.8%深0.5%日0%滬-0.4% Evb:Ssdi+11%Ebm+7%Pfm+6%LgesSkiet+5%IfnnyRivn-3%Enph-6% ;MetaMsft+3%Amzn+2% 中:Wb+5%騰訊+4% Semi:Mu+3%ArmAsmlLrcxAmd+2%;美航-5%波音-4% ----- 3/11.JL世股摘期降息比特幣續噴,中股能源車鏈 狗熊翻噴:深+2.3% Hxc+2.1%國企1.6%港1.4%滬0.7%德方納米+16%寧德時代+14%億緯鋰能+13%中偉新材容百+12%恩捷天賜+10%天齊鋰+9%贛鋒鋰+7%華友鈷+6%(佈道:GTC18:Tsm-5%AmdMrvlArm-4%Nvda-2%;Smci-5%AaoiAiPltr-3% Fii+4%費-1.3%上週MS-TMT)Tnx4.104Btc$72.3k;羅-0.8 %納-0.4%標-0.1%道0.1%Eem0.2% Uso0.4%;日-2.2%韓-0.8%台-0.3%台店0.5%Evb:Nvts+6%Alb+5%On+3%TmSsdi-3%;Meta-4%Amzn -2%Goog+2%中:Jd+6%Nio+5%騰訊+3%;Mrna+9%Lly-4% Semi:AsmlLrcxMu海力 士-3%AmatKlac-2 % --- 3/8.JL世股摘期降息老鮑話3/1,6噴半導體,8拉積變 殺盤:(佈道:GTC18: Avgo -7%Nvda-6%Asml-5%TsmAmd-2%費 -4%台+0.5% 皆創高後拉回;Mrvl -11%) Fii+10%Soun+4%Ccj-6%Snow-4%;Tnx4.089Btc$68.3k;納Uso-1.2%標-0.7 %道-0.2%羅Eem- 0.1%;中: 深1.1%港國企0.8% Hxc0.7%滬0.6%;韓+1.2% 日+0.2%台店-2.2% Semi:Arm-7%Lrcx -4% AmatQcomKlac-3%海力士+4%;Dell-4% Evb:Nvts-10%On-5%Wolf-4%Stm-3% Ssdi天齊鋰 +3%;Cost-8%Ggr-6%;東方外海+4% Ccl+5% ----- 3/7.JL世股摘期降息春吶老鮑話3/1,6噴半導體:(佈道:GTC18:Tsm149+5%Nvda926+4%費5165+3.4%台19693+1%皆創高) Soun+12%Pltr+10%Ccj+6%SmciPanw+3%;Tnx4.092Btc$67k; 納1.5%標1%羅+0.8 % Eem+0.6%道0.2% Uso-0.2%中概:深- 1.4% 港-1.3%國企-1% Hxc-0.9%;台店- 0.4%日-1.2%韓+ 0.2%滬-0.4% Semi:QcomMrvl+5%AvgoSynaAsmlMuIntc+4%AvgoArm+3%;Meta+3%GoogMsft+2% Evb:SsdiRivn+13%OnSedg+7%Wolf+5%StmIfnny+4%NxpiLgesSki+3% 德方納米容百恩捷-4% 美鋁+6%Fcx+4%; ----- 3/6.JL世股摘期降息老鮑話春吶3/1,6噴半導體:(佈道:GTC18:Nvda+887+3% Amd210+3%費4997 +2.6%創高;Tsm 141+5%) Pltr+10%AiAmsc+4%Smci+3%Panw-4%;Tnx4.104Btc$66.1k;Uso+2.7%羅0.7%納0.6%標0.5 %道0.2%Eem1.5% 中概:Hxc+2% 國企 +2%港+1.7%;台0.6%台店+0.3%日0深-0.2%韓滬-0.3% Semi:SwksQcomAsml+4%IntcMrvl+3%Amat+2%;Hpq4%Ibm+2%Eric+3% Evb:Alb+9%Wolf+5%Tsla-2%中概:Jd+8%Wb Nio+5%阿里+3%;美鋁+5%Fcx+3%;Ms-4% ----- 3/5.JL世股摘期降息春吶游資追ETF權值小妖噴:(佈道:GTC18):大跌小妖Soun-12%Ai-8%SnowAmsc-6%;能源車鏈:Alb-18% Nvts-7%EbmPfm天齊鋰-5%Tsla-4%;中概:國企港-2.6% Hxc-1.5% ;Btc$63.7kTnx4.137;費-2.1%納-1.7 %標羅道 -1%Eem-0.9%Uso-0.8%;台0.4%滬+0.3%台店+0.1%日0深-0.6%韓-0.9 %;Crm-5%AaplMsft-3%Amzn-2%;Fxc-3% Semi:Intc-5%AvgoSwksGfs-4%AsmlQcomArmSyna-3%Tsm-2% Evb:德方納米Wolf -4%Lges贛鋒鋰容百-3% 中概:Jd-8%阿里中芯騰訊-3%東方外海-3% ----- 3/4.JL世股摘期降息春吶游資追ETF權值小妖噴: Btc$68.2k+7%游資指飆;(佈道:GTC18Nvda852.37 +4%Tsm138.26+3%,Amd205.36+1%,費4981.97 +1.1%創高;補漲Intc+4% Qcom+2%)AI:入指Smci+19%Fii+10%聯想+7%Soun-7%AiSnow-5%Pltr-4%AaoiArm-3%;Tnx4.219:大跌:能源車TslaAlb -7%中概Hxc-4%Uso-1.3% 羅標-0.1%Eem-0.2% 道-0.3%納-0.4%;台+2%韓+1.2%台店+0.6%日0.5%滬0.4%港深0國企-0.2% Ggr-9%;AaplGoog-3%;Ms+4%Bac+2%美航-5%Evb:RivnEnph-4%Wolf天齊鋰-3%Pfm+6% 中概:Li-14%Nio-8% Wb-9%紫光+5% ---- 3/1.JL世股摘期降息春吶游資追ETF權值小妖噴: 老鮑話降息預期:Fii+7%Smci+5% Soun-19%Aaoi-4% Ai-3%(佈道會: Dell+32%創高 GTC:Nvda822.79+4%,Avgo1399.17+8%,Amd202.64 Lrcx981.53Klac717.57+5%, Asml990.94,Amat210.25+4%,費+4.3%創高,Tsm+5%,Mrvl+8% Syna+6%Mu+5%); 中股大狗熊翻紫光+10%聯想+5%Hxc +1%深+1.1%國企+0.9%Tnx4.201Btx$62.3k Uso+2.2%Eem+1.2%羅納+1.1%標+0.8%道0%;日+1.9%台店+0.8%港+0.5%滬+0.4%台-0.2%日-0.1%韓-0.4%;Lly+4%;Ccj+4%Panw-3%;Meta+2%Evb:Wolf+9%Stm+3%EbmAlb+4% NxpiIfnnyOn容百+3%Nvts-8%;Hpq+4% ----- 2/29.JL世股摘期降息春吶游資追ETF權值小妖 噴:Snow-18%Aaoi+13%Smci+6%(佈道:Wmc:Dell盤後+20%Amd+9%Mrvl+6%Arm+5% ;Nvda:新佈道會Gtc);游資指飆比特幣噴?Btx$ 61.6k;中股大狗熊翻紫光+10%贛鋒鋰+7%Nio中芯天齊鋰天賜億緯鋰能+6%深+3.1%滬+1.9%Hxc-0.2%國企港-0.2%Tnx4.252費+2.7%納+0.9%羅+0.7%標+0.5%道+0.1%Eem0Uso-0.4%;台店+1.1%台+0.6%日-0.1%韓-0.4%; AmznGoog+2%Evb:Enph+7%Nvts+6%德方納米+5% EbmAlb寧德時代恩捷+4%當升華友鈷+3%;Bby+6%;Semi:Gfs+4%SwksIntc+3%Nvda+2%;Crm+3% ----
2/28.JL世股摘期降息春吶游資追ETF權值小妖 噴:Aaoi-9%Fii-5%Smci-4% (佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$61.8k+8%; 中股大狗熊翻?深- 2.4%國企-2%Hxc-1.7%滬-1.9%港-1.5%Tnx4.315Eem-1.3%費-1.1%羅-0.8%納- 0.6% Uso-0.3%標-0.2%道-0.1%;日-0.1%韓+1% Evb:Ebm+8%Sedg德方納 米-5%Ifnny-4% Stm-3% 中概:百度-8%Wb Nio-6%中芯-5%騰訊-3% (Tsm佈道會後設備材料股續回Amat -3%Arm-3%) ----- 2/27.JL世股摘期降息春吶游資追ETF權值小妖 噴:Fii+9%Aaoi+5%PltrPnaw+5%Arm-6%Smci-3%(佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$56.9k; 中股續大狗熊翻:中芯紫光+10%深+2.2%Hxc+2.1%國企滬+1.5%港+0.9% Tnx4.315Uso+1.5%羅1.3%納0.4%Eem標+0.2%費-0.2%道-0.3%;日0台台店-0.5韓-0.8 % (Mu+3%Hbm3e新品量產Skh-5%);Ccl+7%Evb:蘋果棄車,韓中供應鏈 將慶祝:Li財報+12% Alb+6%Byd+5%IfnnyStmNxpi+4%Rivn天齊鋰當升德方納米+3%; 中概:Wb+5%; (Tsm熊本佈道會後設備材料股回落) ----- 2/26.JL世股摘期降息春吶權值小妖噴:Pnaw+7%Arm+10%AaoiAsmc+4% Pltr+3%(佈道會:Tsm24:Amat+3%Klac+2%;Wmc;Nvda:Gtc續創高);Btx$ 54.5k+5%Tnx4.299Uso+1.2%費+1.1 %Hxc+0.7%羅+0.6 %納-0.1%道-0.2%Eem標-0.4%;台店+0.6%日+0.4%台0.3%滬-0.9%韓-0.8%國企-0.7% 港-0.5%;谷歌-5% Ggr-7% Evb:Rivn+6%Wolf+5%Tsla+4%寧德時代-3% Semi:Mu+4%Gfs+3% 中概:Li+19%Nio+ 5% 聯想+4%;美鋁-4% Fcx-2%;Ccl-3%;Mrna-3% ---- 2/23.JL世股摘期降息春吶權值小妖噴:Rivn-12% Nvda佈道會嘎空後:Smci-12%AmdPltr-3%;Aaoi22:Aaoi-30%; Tsm24:Klac-2%;WmcMtk+8%)Panw+5%;Btx$50.8kTnx4.26Uso-2.3%費-1.1%羅0.1%納-0.3% Eem 標0道+0.2% Hxc+0.7%;台 0.2%國企韓+0.1%港-0.1%台店-0.2%; Evb:Wolf-6%SedgEnph-4%TslaNvtsOn-3%Pfm德方納+3% Semi:Arm+4%Skh+3%Mrvl-3%;中概:Nio-8%聯想-3% ----- 2/22.JL世股摘期降息春吶權值小妖噴: Nvda佈道會費標日歐股創高:Nvda785.38+16%Amd+11%Mrvl+7%Avgo+6%,Smci+33%Pltr Snow+4%;Aaoi22Aaoi+6%:Tsm24:AmatAsmlKlacLrcx+5%Tsm+3%;WmcMtk+8%);狗熊翻續:國企+2.1%港+1.5%滬+1.3%深+0.8%Btx$51.3k Tnx4.327費+5%納+3% 標2.1%Hxc+1. 5%道1.2%Eem羅+1% Uso0.6%;日2.2 %台0.9%台店0.7%韓0.4% ; Semi:MuSkhy+5%Arm+4%;MetaAmzn+4%Msft+2%;Mrna+14%, Evb:Rivn-26%Sedg-6%Lgc-4%;Ccl美航達航+3% 中概:Li+6%紫光+4%聯想阿里+3%;Aig+3%,Lly+3% ----- 2/21.JL世股摘期降息春吶尾小妖崩:Panw-28% 28%Sedg-12%(Nvda 21盤後+9%Smci-7%Fii-5%NvdaPltr-3%;Aaoi22 Aaoi-4%:Tsm24:;Wmc);狗熊翻續:國企+2.2%港+1.6%滬+1%深+0.8% Btx$51.8kTnx4.325 羅-0.5%納-0.3%費 -0.2% 標道+0.1%Eem+0.2%Hxc+1%Uso1.1%;台+0.6%台店0台-0.4%日 -0.3%韓-0.2%;美鋁+5%;Evb:天齊鋰+4%Alb德方納米+3%比亞迪+2% Rivn-4%中概:中芯+5%聯想+4%匯豐銀-4%東方外海+3%;Tol+4%; GfsIntc-2%;U-4%; -----
2/20.JL世股摘期降息春吶紅包追ETF尾,重磅股小 妖股回:(佈會常為波頂:Nvda21:ArmAmd-5%NvdaPltr-4%Smci-2%; Aaoi22Aaoi-7%:Tsm24:Amat-5%Lrcx-3%Asml-2%;Wmc)Amsc-7%Snow-4%Lly-3%;Btx$52.3kTnx4.252費-1.6%羅Uso-1.4%Hxc -1.3%納 -0.9%標-0.6%道-0.2% Eem0.2%;國企港台+0.6%滬+0.4%台店+0.2%深0日-0.3%韓-0.8%;Aig-3% Evb:AlbWolf-6%TslaRivnEnph-3%Ebm+4%Pfm+3%;U-6%Bhp-4%Cat美鋁-3%;Wmt+3% ----- 2/19.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常 為波頂;Tsm24;Wmc);Btx$52.1kTnx4.295;滬+1.6%韓+1.2%深+0.9%台店0.4%台0.2%日0國企-1.3%港-1%Evb:Ebm-4%Lges-3% 中概:紫光+6%Jd中芯-4% ---- 2/16.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常為波頂:Smci-20%Aaoi -5%Arm-4%;Tsm24:Amat+6%;Wmc);狗熊翻:國企+2.7%港+2.5%天齊鋰+6%Ssdi+5%;Btx$52.1kTnx4.295: Eem+0.6% Uso+0.8%Hxc+0.6%羅-1.4%納- 0.8%Vnq-1%費-0.7%標-0.5%道- 0.4%;韓+1.3%日0.9%台店0.7%台-0.2% Evb:LgcSkiLgesByd+4%Alb+3%EnphGnrc-3%Wolf-4%Nvts-6%;Lly+3%;Mrna-3%;Ccl-3%;Meta-2% Semi:SynaMu-3%QcomTsm-2%;中概:Jd+5%中芯+4%東方外海+3% ------ 2/15.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:羅+2.5%(佈會:Nvda21常為波頂,Tsm24,Wmc) Soud67%Smci14%創高;祥茂 +8% Arm6%,狗熊翻:Tsla+6%Sedg +5%Btx$51.9kTnx4.24:Vnq+2.3%Uso+1.8%Hxc+1%道0.9 %Gld+0.7%Eem 0.5%標0.6%納+0.3 %費-0.2%;台+3%台店+1.6%日+1.2 %國企0.5%港0.4%韓-0.3%;科技重磅:Meta+2% Goog-2% 老巴加能源:Cvx XomFcx+3%美鋁+2%Evb:PfmLgc+5%EbmAlbEnph+4%Rivn+3%Gnrc-4%;Asmc-3%;Mrna+5% Fi:Wfc+7%;BacJpm+2%; ----- 2/14.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,小妖股(佈會:Nvda21, Tsm24,Wmc):Nvda739+2.5%Smci+11%創高;Asmc+14%Aaoi+11%ArmPltr+5%;Btx$52.4k+6%續衝;Tnx4.267:Hxc+3.5%羅+2.4%費2.2%Eem1.4%納1.3%標1%道0.4%Uso -1.5%;國企1.5%港0.8%日-0.7%韓 -1.1% Evb:Sedg+8%NvtsEnph+7%On+4%TslaIfnny+3% Semi:Amd+4%AmatQcomLrcx+3%;Meta+3% 中概:Wb+6%Nio +5%紫光東方外海+4%; ------ 2/13.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,通膨超預期國債率噴價大跌Tnx4.279+3.5 %,AI小妖股轉挫(佈會:Nvda21, Tsm24,Wmc):羅指-4%Arm-19%,Aaoi-11%PltrCcj-4%;Btx$49.5k:Hxc-2.7%Vnq-2.1%費-2%Eem -1.9%納-1.8%Gld道標-1.4%Uso+0.8%;日+2.9%韓+1.1%;Eric-5%Evb:Sedg-8%AlbWolfNvts-7%Rivn-6%Ifnny-5%Enph-4%;美鋁-7%;Bby-4%Semi:SynaMu-5%MrvlAmatAsmlSwks-3%Tsm-2%;海力士+5%; Fi:Gs-4%Ms-3%;Tol-5%; 中概:Nio-6%阿里Wb-5%騰訊聯想-4%;Cat-3% ---- 2/12.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,AI小妖股,游資指飆Btc$50k:Arm+29%,佈道會前先噴Nvda +722.48+0.2% Smci+4%創高 Asmc+15%Aaoi+5%Pltr+3%Tnx4.172Hxc+2.1%羅1.8 %Eem0.8%道+0.3 %Uso+0.6%費-0.2 %納-0.3%標 -0.1% Evb:Sedg+7%Enph+5%Alb+4%Wolf-3%Tsla-3% Semi:Mrvl+2%Asml-2% ---- 2/9.JL世股摘期降息春吶紅包追ETF,衝指數重磅與AI小妖股:Nvda721.33+3.6%Smci+6%創高Aaoi+6%Nvts+5%Snow+5%台積佈道會前衝設備股 Amat+7%LrcxKlac+5%;Tnx4.17Btc$47.3k游資指飆續衝;費2%羅1.5%Hxc 1.4%納1.3%標0.6%5026Eem0.4%Uso0.2%道 -0.1%;國企-1%港 -0.8%日+0.1% ;Amzn+3%Goog+2% Evb:Enph+5%Rivn+4%Tsla+2%;XomCvx-2% Semi:Skh+3%Mrvl-3%;東方外海-9%Mrna-7% ----
2/8.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Arm+48%,Nvts+11%Pltr+4%,Tsm+7%佈道會前先衝補漲;狗熊翻:Dis+12%;中A股續港股跌:深滬+1.3%港-1.3%國企-1.1%Tnx4.17 Btc$46.2k蠢動 Uso3%費1.6%羅1.5%納0.2%道標0.1%Eem-0.6 %Hxc-1.1%;韓0.4%日+2.1%;Amsc+6 %Ccj-7% Evb:德方納米+9%Wolf 容百+7%EbmRivn+6%PfmOn+5%華友 鈷天賜+4%Ifnny StmNxpi+3%Semi:Gfs+4%SkhAvgo+3%;中概:東方外海-7%阿里-6%中芯+4%;Mrna-6% -----
2/7.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr+8%Panw+7%Arm+6%盤後衝20%,Tsm+5%佈道會前先衝;Lly+3%續創高;能源超級大狗熊翻:Enph+17%Sedg+13%Gnrc+7%;中A股續超級狗熊翻港股停:深+2.9%滬+1.4%國企-1%港-0.3%當升+10%容百 +8%Btc$44.5k蠢動Tnx4.11費1.6 %納1%Uso0.9%標+0.8道+0.4%Eem羅-0.2% Hxc-1.3%;韓1.3%日-0.1%Evb:EbmF+7%Pfm+3%Ifnny-5%,Snap-30% Semi:Syna+4%MrvlNvdaAvgo+3%;Meta+3% ---- 2/6.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股Pltr+31%Fii+5%Smci+3%,中股狗熊翻:深+6.2% Hxc+5.9%國企+ 4.9%港4%滬+3.2%Nio+12%Li+11%當升+10%中芯+9%贛鋒鋰WbJd阿里+8% Btc$43kTnx4.09Eem+2.3%羅Uso0.9%道+0.4%標+0.2%納+0.1%費-1.1%;韓-0.6%日-0.5% Evb:Tm+8%華友鈷7%Wolf天賜+6%Alb Rivn德方納米寧德代天齊鋰F+4%Tsla+2%Ski-5%Ebm Ifnny-4%SkietSsdiLges-3% 中概:聯想+7%;Fxc+4%美鋁+3%;美航+4%Nke+3% Semi:Amd-4%Mu-3%KlacLrcxSkh+4%;美航+4% ----
2/5.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr盤後+17%Smci+14%Lly+6%Nvda 693.3+5%創高;Fii +6% Aaoi+5%Btc$42.8kTnx4.164費+1.2%Uso1%Hxc0.2%Eem0.1%納-0.2%標-0.3%道 -0.7%羅 -1.3%日+ 0.5%台+0.2%企0台店港- 0.2%韓 -0.9%深 -1.1%滬 -1%; Evb:Skiet-11%德方納米-9%華友鈷-6%WolfAlbF當升贛鋒天賜-5%Tsla EnphRivn恩捷-4%容百Sedg-3%寧德時代+4%On+10%Semi:ArmTsm+3% Gfs-7%;Meta-3%Mcd-4%;美鋁-9%Fcx-4% 2/2.JL世股摘期降息美中股續分化,春吶紅包追ETF,加財報衝指數重磅股Nvda661.6+5%創高Meta+20%Amzm+8%Aaoi+14%Snow+9% Fii-4%深 -2.2%滬-1.5%韓+2.9%Btc$43.kTnx4.028國債反向;納+1.7%費+1.3%標+1.1%道+0.4%Eem-0.3%羅-0.6%Gld-1%Uso-2.3%;台店+0.8%台+0.5%日+0.4%國企-0.1%港-0.2%;Evb:Lgc7%Ssdi+4%Ski+ 3%Wolf-6%當升容百德方納米-5%華友贛鋒鋰鈷恩捷-4%Ccj-3%;Ip-3%Semi:Amd+4%Tsm三星電+2%;中概:紫光Nio-4%東方外海-4% ---- 2/1.JL世股摘期降息財 報衝春吶:Smci創高+10%Fii+9%Aaoi+5%Ccj+6%Wolf-14%Qcom-4%重磅:亞馬遜+3%微軟+1.6%臉書+1.2%(盤後臉書+14%亞馬遜+8%);Btc$43.3kTnx3.888Vnq+1.8%羅+1.4%納標+1.3 %Eem道+1%費0.5%;韓+1.8%國企+0.6%港+0.5%台+ 0.4%台店+0.1%日-0.8%;Mrna-3% Evb:SedgSki+4%Ebm+8%;中概:LiWb +5%; ----- 1/31.JL世股摘期降息財 報衝春吶:Amsc-18 %Goog-7%Aaoi-6%Snow-5%波音+5%Smci+3%;中港股續崩深-2%滬國企-1.5 %港-1.4%Btc$42kTnx3.967Uso-2.6%羅-2.5%納-2.2%標-1.6%費-1.4%道-0.8% Eem-0.5%;台-0.8%韓-0.1%日+0.1%台店+0.2%; Evb:贛鋒鋰-8% 天齊鋰Nvts-6%Alb-5 %WolfSegd華友鈷-4%Ebm容百恩捷 -3%TslaRivn-2% 中概:聯想紫光-4%; Semi:TsmAmdGfs-3%NvdaAvgoAmat-2%;Msft-3%MetaAmznAapl-2% ----
1/30.JL世股摘期降息財報衝春吶道指輝達續創高: Gm+8%Aaoi+5%Smci+3 %(盤後:Amd谷歌-6%Tsla- 5%);中港股續崩:國企-2.5%深- 2.4%港Hxc-2.3%滬-1.8%中芯Nio-6%Btc$43kTnx4.059費-1.6%羅納Eem-0.8%標 -0.1%道0.4%Uso+1.1%;台-0.5%韓-0.1%日+0.1%台店+0.2%;Glw+7%:Evb:Nvts-5%Wolf比亞迪華友鈷寧德時代當升容百-4%EbmSkiRivnEnphSedg恩捷天賜德方納米-3% 中概:Jd紫光-4%;美航-3%; Semi:AmdSynaMu-3% ----
1/29.JL世股摘期降息財報衝春吶微軟谷歌輝達創高: Aaoi+7%Smci+5%Fii-6%;中港股漲跌:深-2.1%Hxc-1%滬-0.9%Btc$43.2kTnx4.091羅+1.7%費納+1.1%標0.8%道0.6% Eem+0.1%Uso-1.4%;韓國企0.9%日台店港0.8%台+0.7%; Evb:Ebm天賜-7%恩捷-6%德方納米贛鋒鋰華友鈷-5%天齊鋰當升容百-4%Pfm-3%SsdiRivn+5%TslaSkiWolfSedg+4%AlbNvts+3% 中概:聯想-5%紫光-3%Semi:Mrvl+3%NvdaArm+2%;SnowCrm+3%;Mrna+3% -----
1/26.JL世股摘期降息衝春吶:財報Intc-12%費-2.9%Klac-7%聯想-10%Aaoi-8%Lvmh+12%;中股狗熊翻挫:國企-2%港-1.6%深-1% Btc$41.8kTnx4.16 Hxc-0.5%納-0.4%標-0.1%滬羅納Eem+0.1%道+0.2%Uso+1.2%;韓0.3%台台店0%日-1.3%; Evb:Ebm+7%Pfm+6%SsdiLges+4%LgcSki+3%德方那米容百-5%比亞迪-4%寧德時代-3%;Amsc+4% 中概:阿里中芯-3% Semi:Gfs-5%Arm-4%AmatLrcxMrvl-3%;Ccj-4% -----
1/25.JL世股摘期降息財報衝春吶:納標指Amd+6% Nflx+3%Nvda再創高: Amsc+36%Ibm美航+10%Tsla-12% L&F-11%;救市降準中股狗熊續噴:國企2.2%港+2%滬3%深2% Btc$40kTnx4.132Uso2.4%羅+0.7%道+0.6%標+0.5%納0.2%Eem0.1%費-0.3%Hxc-0.1%;被提款買中股:台0.7%日韓0%台店-0.3%;達航+5%Evb:EbmWolf-5%Pmf-4%AlbOn-3%當升+5% 中概:Jd騰訊中芯+3% 原料:CvxXom+3% Ip+4% Semi:Asml+3%Mrvl-3%;Ccj-3%;Fii+4%Cat+3%;Unh-3%;波音-6% ----- 1/24.JL世股摘期降息財報衝春吶:微軟破3兆美元,Nflx+11%Asml +9%,帶動費納標指微軟(Amd+6% Nvda+2%,Aaoi-8%)再創高;降準中港股狗熊噴國企+4.1%港+3.7%Hxc+2.4% 滬+1.8%深1%阿里+7% Btc$40kTnx4.178費+1.5%Eem1.1% Uso1.4%納0.4%標0.1%羅-0.7%道-0.3 %;台店0.2%台0%日-0.8%韓-0.4% Evb:Skiet+6%天齊鋰+3%RivnGnrc-4 %Enph-3%;Fcx+4% 中概:Jd+5%騰訊+4% Semi:Amat+4%LrcxKlac+3%Tsm+2% ----- 1/23.JL世股摘期降息春吶:中港股再狗熊翻Hxc+4.8%國企+ 2.8%港+2.6%深+ 1.4%Aaoi+6%Smci+5%;Btc$40k Tnx4.142Eem+0.9%費+0.7%納+0.4%標+0.3%道-0.3%羅-0.4%Uso0;台+0.7%韓+0.6%滬+0.5%台+0.3%日-0.1% Evb:Ebm-3%Wolf+6%Enph+4%Byd容百+3% 中概:百度+7%Jd+5%Nio騰訊紫光東方外海+4%;美航達航+3%;美鋁+7%; Vz+7%Rtx+5%;Lmt-4%Pg+4%;Gfs+3%;Snow+3%;Tol-5% ----- 1/22.JL世股摘期降息春吶:再創高:道0.4%費+0.3%標+0.2%日:36546 +1.6%豐田創新高;Btc$39.7k-4.3% Aaoi+8%Smci+3%;中股探底:深-3.5% 國企-2.4% Hxc-2.2%滬2756-2.7%港-2.3%14961 韓中電池鍊崩Ebm-11%德方納米L&F-8%當升容百 -7%Pfm天賜-6% Tnx4.094Uso+1.3%羅2%納0.3%Eem -1%;台店1.2%台0.8% 韓-0.3% Evb:Ski-5%;LgcSsdi-4% 華友鈷天齊鋰-4% AlbRivnSedgNvts+4%Wolf+7%中概:紫光中芯-4% Semi:Amd-3%Syna+4%;Aaoi+4%;Snow+4%;Ccl-4%;Fxc-3% ---- 1/19.JL世股摘期降息,台積美超微佈道會:費+4%Smci+36%Amd174.2+7%Nvda594.9+4%續創高Avgo Arm +6%LrcxAmat Qcom+5%Aaoi-5%Btc$41.5kTnx4.196納+1.7%標1.2%道羅Eem+1.1%Uso-0.4 %Hxc-0.6%;台+2.6%日1.4%韓1.3%台 店+0.9% 國企-0.9%深-0.7%滬港 -0.5%港15308,Semi:三星電海力士KlacGfs+4%QcomArmAvgoSynaIntc+3% Evb:Txn+4%Nxpi+3%EbmAlbL&F-4%SkiWolfEnph贛鋒鋰天齊鋰-3%德方納米-5%;Fi:Wfc+4%AigJpm+2% -----
1/18.JL世股摘期降息,台積佈道會領漲中股午後衝 Tsm+10%Arm+6%AmatAsml+5%MrvlKlacLrcxAvgoSwks Qcom+4%Fii+8%;Btc$41.1kTnx4.144;費+3.4%Uso+1.7%納+1.4%標0.9% GldEem+ 0.8%羅0.6%道0.5% Hxc -0.2%;深+1%國企港0.8%台滬+0.4%韓+0.2%台店-0.2%日0;Ibtc-3%觀旅:美航+7%波音+4%達航+3%;Aapl+3%Meta+2 Evb:Ifnny+5%StmTxnTm Nxpi德方納米+3%Rivn-6%Alb贛鋒鋰-3%;東方外海+5%;Amsc-5%; -----
1/17.JL世股摘期降息 SmciAaoi-2%;中股續挫 港-3.7%15276國企 -3.9%Hxc深-2.6%滬-2.1%Btc$42.6k Tnx4.106;Eem-1.5% Gld-1.1%費-0.9% 羅-0.7% 標納-0.6%道-0.3% Uso1%;韓-2.5%台店-1.6%台-1.1%日-0.4%; Evb:SkietRivnSedg -6%天齊鋰-7%Lgc PfmEbmByd容百億緯鋰德方納米-5%SsdiNvtsWolfSki華友鈷-4% Tsla-2% 中股:Jd-6%中芯-5%WbLi聯想阿里-4%東方外海-5%Semi:IntcSwks-2% -----
1/16.JL世股摘期降息:CES尾Amd+8%Nvda+3%Smci-4%;中概股續挫港恆破萬六Hxc-3.8%港 -2.1%國企-1.8% Nio-9%聯想-6% Btc$43.3kTnx4.028;費+1.4%納-0.2% Uso+0.2%標-0.4%道-0.5Gld-0.6%羅-0.7%Eem-2.1% ;韓台-1.1%日-0.8%台店-0.4%深滬+0.3%;Evb:L&F+8%寧德時代+3%NvtsIfnnyWolf-3%Gnrc-6%;Panw+2% 原料:美鋁-7%Fcx-5 %CopBhp-3%;Amsc-4%; 旅消:波音-8%Nike Bby達航-3%;Ms-4% Semi:Mu+3%Gfs-3% ----
1/15.JL世股摘期降息:美股休,日股續強+0.9%;中股續弱:國企-0.7%深-0.4%滬港-0.2%韓0台0.2% 台店+1.1%;Evb:德方納米-5%Ebm-4% Lges華友鈷容百天賜-3% ---- 1/12.JL世股摘期降息:日股+1.5%續衝高航空重挫,CES尾Aaoi-5%;中概狗熊翻未續Hxc-1.5% 加密幣波段利多出盡重挫Btc$43.1k- 7%Ibtc-6%,觀旅重挫美航德航-9% 核礦股續衝Ccj+7% Tnx3.95;費-0.4%道 -0.3%羅-0.2%納0標+0.1%Eem+0.4%Uso+0.6%Gld+1%;韓深-0.6%台店-0.5 %港-0.4%台滬國企-0.2%; Evb:L&F-6%TslaRivnSedgEnph-4%;Ccl-3%;Wfc-3%;中股:百度-7%Li-4%東方外海+4% ---- 1/11.JL世股摘期降息:中概電池鍊狗熊翻,日股+1.8%連創高,CES尾Aaoi-15%;Btc$46.4kTnx3.977;Uso+1.6%Hxc+1.1%費+0.5% Eem+0.4%納道0標-0.1%羅-0.8%;日+1.8%%深+1.5%國企+1.4%港+1.3%台店1%台+0.5%滬+0.3%韓-0.1%;Evb:德方納米+12%天賜恩捷+6%容百+5%Byd天齊鋰贛鋒鋰+4%寧德時代+3%Ebm+4%TslaAlbEnph-3%Sedg-4%Wolf-5%Nvts-6%;U-6%;Ccj+3%; 中股:紫光+4%中芯+3% Mrvl+4%;Asmc-4% --- 1/10.JL世股摘期降息:黃主教CES佈道股價續創高Nvda+2%;Ccj+5%;Panw+5%Btc$46.5kTnx4.03;納+0.8%標+0.6%羅+0.5%羅+0.1%道-0.4%標-0.2%納+0.1% Hxc-0.7%Uso-1.2%;日+2%韓-0.8%深港-0.6%國企-0.5%台-0.4%台店0; Evb:Wolf-10%Ssdi-4%Ebm-3%Sedg+5%Tm+4%;Meta+4%中股:NioLi中芯-2%;Lgd-4%Skhy-3% --- 1/9.JL世股摘期降息:CES大拜:黃主教佈道股價創高,Nvda+2%,Amd+2%;Aaoi+8%Smci+7%;Ccj+5%;Btc$45.9kTnx4.019; EemHxc-1.4%羅-1.1%道-0.4%標 -0.2%納+0.1% Uso+1.5%;國企-0.6%台店-0.5%台港-0.2%韓-0.3%日+1.2%;Hpq-2% 海運股價崩:東方外海-7%;Evb:TslaIfnny-2%WolfEbm-4%;中股:Nio-5%Jd Wb-3%聯想+5%;Mrna-5% ----- 1/8.JL世股摘期降息:比特幣噴高Btc$47k+7%油跌Uso-3.8%,CES大拜拜:黃主教佈道:Q2出中品股價創高 Nvda+5%,Smci +10%Ldg+7%半導體:費+3.3%Arm+9% Mrvl+7%Amd+5%中股續跌:國企-2.3 %港恆深-1.9%Hxc-1.5%滬-1.4% Tnx4.002;納+2.2% 羅+1.9%標+1.4% 道+0.6% Eem0.3%;台0.3%台店0韓- 0.4%Evb:L&F-5%SkietPfm-4% OnNxpiIfnnyRivn +3%Nvts+4%;Amsc-6% Semi:GfsSyna+4%IntcKlacLrcxTsm+3%;觀旅:美航+7%達航+3%;波音-8% 五姊妹:Amzn+3% GoogAaplMetaMsft+2%; 中股:Jd-4%紫光中芯-3%;XomCop-3% ----- 1/6.JL世股摘期降息:十年國債率升Tnx4.042中股續跌Hxc-1.8%深-1.1%滬-0.9%Btc$44k;AI:Aaoi+9%;Uso+2.2%費+0.6%標+0.2% Eem道納+0.1%羅-0.3%;國企-0.8%港-0.7%韓-0.4%台-0.2%日+0.3%台店+0.5%Evb:Ebm+13%Pfm+4%Wolf贛鋒鋰+3%天賜-3%Sedg -4%Qs-6%Semi:Mrvl+3%NvdaAmd+2%;觀旅:美航+4%Ccl達航+3%;聯想-4%阿里-3% ----- 1/5.JL世股摘期降息:AI:Aaoi+6%Smci+3%;Qs+43%中股電池鍊續跌Btc$44.1kTnx3.991Uso-0.9%費-0.8%納-0.6%Hxc-0.4%標Eem -0.3%羅-0.1%道0Eem0;深-1.2%國企韓 -0.8%台店 -0.7%日-0.5%台-0.1%港0深國企 -0.8%0.2%Evb:L&F+9%SkietEbm+3%Enph SedgRivnStm NxpiOn德方納米-4%寧德時代華友鈷恩捷當升容百天賜Alb-3%;Ccl+3%;東方外海;Amzn-3%;Syna-3% ----
1/3.JL世股摘期降息:比特幣大跌;AI:Aaoi-7%聯想-5%能源股車股大跌Enph- 7%GnrcSedgWolf PfmL&F-6%Nvts Alb-5%TslaRivn-4%;韓股-2.3%三星海力士-3% ;Btc$42.9kTnx3.907Uso+3%羅-3.4%費-2%納-1.2%標道-0.8%Eem-0.6%; 台-1.7%台店港-0.9%深國企-0.8滬+0.2%Hxc+1.5% Evb:IfnnyOnEbmSsdiSkiF-4%Stm-3%;Mrna-3% Semi:Swks-4%Syna-3%AmdAmatAsmlMrvl-2% 觀旅航:Ccl-5%達航-4%美航波音-3% Lly+4%;美鋁-5% ----
24-1/2..JL世股摘期降息: 半導體加管Arm-8%Amd-6%IntcAsmlAmat-5%中概續跌Hxc-3.5%國企- 1.7%港-1.5%Fii-6%Btc$45.2kTnx3.946費-3.7納-1.6%Uso-1.3%Eem-1.2%羅-0.7%標-0.6%道+0.1%;深-1.3%滬台-0.4%台店 -0.3% 日-0.2%韓+0.6%;Evb:Rivn-10%Nvts-5%NxpiIfnnyStm寧德時大德方納米-4%天賜贛鋒鋰-3% 中概:Li-8%Nio-7% Semi:LrcxIntcMrvlKlacMu-4%AmatGfsLrcxNvdaQcomSwksAvgoSyna-3%;Aapl-4%Meta-2%;Ccl-7%;U-5%;Nflx-4%;Mrna+13%
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23-12/29.JL世股摘:期降息:假期交易清淡,中港股狗熊翻後回平淡:Aaoi-12%,Btc$42.2kTnx3.859羅-1.5%費Uso -0.8%納-0.6%標-0.3%Eem道-0.1%;深+0.9%滬+0.7%國企0.1%台店港0日-0.2%;Evb:Wolf-4%NvtsAlb-3%Tsla-2%;Semi:Arm-3%,Syna;Nio-4%
---- 12/28.JL世股摘:期降息:假期交易清淡,中港股狗熊翻:國企+2.9%深+2.7%港2.5%Hxc2.2%滬+1.4 % Evb:天賜+10%德方納米+9%贛鋒鋰億緯鋰能國軒科+8%華友鈷恩捷+7%寧德時代容百+6%天齊鋰當升+5%Btc$42.4k Tnx3.85Eem+0.8%道+0.1%標納0%費-0.1%羅-0.4%Gld-0.6% Uso-2.5%;韓+1.6%台+0.1%台店日-0.4% Evb:L&F+6%比亞迪+4%Tsla-3%;Arm+4% 中概:Fii+6%紫光+5%JdWbNio+4% ----- 12/27.JL世股摘:期降息:假期交易清淡,港股彈國企+2.1%港+1.7%AI:聯想+4%Btc$43kTnx3.789羅+0.6% Eem+0.5 %道+0.3 %費納0.2%標0.1% Hxc0;日+ 1.1%台+ 0.8%滬+ 0.5%韓深台店0.4% Evb:L&F+8%Li+4%Pfm天齊鋰+3%;中概:騰訊+4%阿里+3%東方外海-3% ------ 12/26.JL世股摘:期降息:作帳:Aaoi +9%Intc+5% Btc$42.4kTnx3.886Uso+3.4%費+1.8 %Hxc羅+1.2%Eem +0.8%納0.5%標道0.4%;台台店0.8%日0.1%韓0.1%滬- 0.7%深-1.1%;AmdGfs+3% Evb:EbmL&F-4% Wolf+5%Nvts+3%;Nio+11%Li+4%紫光-4% ----- 12/25.JL世股摘:期降息:耶誕假期美港股不交易:深+0.4%日+0.3%滬台+0.1% ;Evb:EbmPfmL&F-4% ----- 12/22.JL世股摘:期降息:作帳雙巴盤港中概股消費股續踹底:騰訊-12%Nke- 12%恆科-4.4%國企 -2.3%Hxc-2.2%港 -1.7%Smci-5%Btc$43.6kTnx3.901羅+0.8%費0.4%納標0.2%道-0.1%Uso Eem-0.5%;台店0.5%台0.3%日0.1 %韓0滬-0.1% Evb:PmfEbmL&F-4%德方納米容百+4 %Alb天齊鋰+3%;Amsc+5%;Mrna +4%美鋁+5%;東方外海+4% ----- 12/21.JL世股摘:期降息:AI PC手機噴:Mu +9%Ccl+6%費+2.8%作帳雙巴中概狗熊翻Hxc+ 3.2%百度+6%Wb+ 5%Btc$43.9kTnx3.894Eem+1.9%羅+1.7%納+1.3% 標+1%道0.9%Uso 0.4%;日-1.6韓-0.6 %台-0.5%台店-0.3 %港0國企+ 0.1%滬0.6%深+1.1%Mrna+6%;美鋁+4% Evb:Wolf+7%Enph+5%SedgNvtsOn寧德時代天賜+4% Tsla容百IfnnyNxpi +3%Ebm-4%Skiet-3% Semi:Mrvl+5%ArmAsml+4%AmdSynaKlacTsmGfsAmat+3%;美航+3% ----- 12/20.JL世股摘:期降息:結帳獲利雙巴與停損賣壓重挫中概費半-2.9%Hxc -3.1%Nio-10%Li-6%紫光-5%Aaoi-10% SmciFii-4%Btc$43.4k Tnx3.877羅-1.9% Eem-1.8%納標-1.5 %道-1.3%Uso-0.8 %;韓+1.8 %日+1.4%港+0.7%台店+0.5%國企+ 0.4%台+0.3%深 -1.4%滬-1.3% Asmc-8% Evb:SedgWolf-7%RivnEnphNvts-5%TslaAlbOn-4%SsdiL&F+3%;Lgd+ 6% Semi:SynaMuMrvTsm-4%AmdNvdaAmatLrcx-3%;美鋁-5%;Ccl Dis-3% ----- 12/19.JL世股摘:期降息:日央爸不變日+1.4%散戶衝作帳狗熊翻:能源Enph Sedg+9%小飆股羅+1.9%Tnx3.922Btc$42.3k;Uso+1.9%Hxc+1.8%Eem+0.9%Vnq房+0.8%道納+0.7%標+0.6%費0.5%;台店-1%港-0.8%國企-0.7%台-0.4%韓深滬+0.1% Evb:L&F+5%Wolf+4%Skiet-6%;美鋁+6%;Lgd-4%; MrnaPfe+4% --- 12/18.JL世股摘:期降息:結帳賣壓出國債中股跌,拉七姐妹漲穩指數Tnx3.954 MetaNflxGoogAmzn+3%Nvda+2%美鋼+26%/新日鐵出價+40%併 Btc$42.8k;Smci+7%Aaoi+4%;Uso+1.4%納+0.6%Gld標+0.5%道0%Eem羅-0.1%費-0.3%Hxc-0.9%;國企-1.2%深-1.1%港-1%日台店-0.6%滬-0.4%台-0.1%韓+0.1% Evb:寧德時代-5%德方納米容百-4% 天齊鋰天賜比亞迪恩捷-3%Rivn+4% Arm-4%;東方外海+4%Lgd-6% 12/15.JL世股摘:期降息:債價比特幣止漲Tnx3.928Btc$42.1k年終作帳狗熊翻輪過原料金融能源小飆,輪中概:港+2.4%國企+2.3%Jd+7%阿里+4%;Aaoi-6%;費+0.5%道+0.2%納+0.4%道+0.2%標Uso0Hxc-0.3%羅 -0.8%Eem-0.6%Gld-0.9%Vnq房-1.4%;日+0.9%韓+0.8%台+0.1%台店0滬-0.6%深-0.4% Evb:Lgc天齊鋰+6% PfmEnph+3%;Ggr-4% Semi:Syna+3%AvgoIntc+2%;波音+3%;Cost+4% ----- 12/14.JL世股摘:期降息鮑爾跪:10年國債率跌破4%,債股續衝小飆費半領噴:費羅+2.7%Tnx3.91-3% 狗熊翻輪房產金融噴Tol+9%,Fi:Bac GsMs+6%Wfc+5% 狗熊翻輪原料:美鋁+15%Fxc+7%;Aaoi+7%,Smci+8%;輪能源車鍊狗熊翻Sedg+17%Rivn+ 14%Enph+12%L&F+11%Wolf+10%Pfm+8%GmF+7%SkietNvtsOn+6%TslaNxpiSki+5%; Btc$43.1k,Uso+2.8%Vnq+2.9%Eem+1.5%Hxc+1.2%Gld+0.6%道+0.4%標0.3%納+0.2%;韓+1.3%台港+1.1%台店+0.4%滬-0.3%深-0.6%日-0.7% Mrna+10%;Bby+7% Semi:Arm+8%Syna+6%LrcxMrvl+4%AmatMuSwks+3%;U+8%;Cat+6% Evb:Ggr+6%SsdiIfnny+4%StmTxn+3% 原料:Cvx+4%Cop Xom+3%;Nio+6% 旅航:美航+4%Cc達航+3% ----- 12/13.JL世股摘:升息尾:Fed鴿示明年降息三次國債率續跌Tnx4.033-4%債股井噴:小飆噴:羅+3.5% ,Aaoi+16%; 能源車鍊衝Alb+9% RivnEnph+8%Wolf+7%;原料金融狗熊翻: 美鋁+8%美鋼+6% Fxc+5%,Fi:Bac+4%GsWfc+3%;佈道會中股續跌:深-1.5%滬國企-1.2%港-0.9 %Btc$42.1k, Uso+1.7%費+1.6% Eem+1%納標道1.4 %Hxc0.4%;韓-1%日0.3%台店0.2%台0.1% Evb:Nvts+4%EbmPfmL&F-5%Ssdi恩捷華友鈷天賜德方納米-4%Skiet Lges Sedg容百當升-3%;東方外海-4% Semi:Mrvl+5%Gfs+3%;Nflx+4%;Tol+4%;Pfe-7% ----- 12/12.JL世股摘:升息尾:油跌Uso-3.8% Btc$42.1kTnx4.206,費納+0.7%標道+0.5% Hxc+0.4%羅-0.1% Eem0;國企+1.5%港+1.1%滬韓+0.4%台店+0.3%日台+0.2%深-0.1%; Evb:Wolf-5%SedgEnphRivn-4%Ebm+3%德方納米Skiet L&F-5%;Nio-6% Semi:Avgo+4%AmdNvda+2%;Meta+3%;Aa-4%;Mrna-5%東方外海+3% ----- 12/11.JL世股摘:升息尾: Btc$41.2k-6%,AI:Aaoi-7%Smci-4%;港股續挫破萬六; 費半噴+3.4%Avgo +9%GfsKlacAmatLrcx +5%IntcMu Amd+4%Tnx 4.239,Eem+0.6%道標Uso+0.4% Hxc+0.3%納羅0.2%Gld-1.1%;日+1.5%深+0.8%滬+ 0.7%韓台店+0.3 % 台+0.2%港-0.8%國企-1.2%; Evb:天齊鋰-4%德方納米-3% On+4% ;Ccl-3%; 中概:Jd-6%Nio+4%理想+3%;Ccl-3%;Arm-3% ---- 12/8.JL世股摘:期升息尾作帳非農意外強弱降息預期國債率升金回,AI:Aaoi +12%Fii+10%Smci+6%Btc$44.2kTnx4.245,Uso+2.2%費羅+0.7%納+0.5%標道+0.4%Eem-0.4% Hxc-0.7%Gld-1.3%;韓+1%台店台+ 0.6%深+0.4%滬+ 0.1%港-0.1%國企 -0.3%日-1.7%;Semi:Arm+8%Syna+7%;Fxc+5%;紫光+5%;Ba+3% Evb:Ebm+4%Pfm+3%Enph-4%;Ggr+6%; ----- 12/7.JL世股摘:期升息尾失業降年終作帳:AI新品:Amd+ 10%谷哥+5% Btc$43.4kTnx4.144,費+2.8%納+1.4%羅+0.9%標+0.8% EemUso 0.5%道0.2% Hxc-0.1%;日-1.8%國企-0.9%港-0.7%台店台-0.5%深滬韓-0.1% Evb:Alb+6%Pfm+5%RivnWolf+4%SkietOnNxpiNvts+3%;觀旅:美航+4%達航Ccl+3%;Mrna-3% Semi:MrvlGfsAmat+3%NvdaQcom+2% --- 12/6.JL世股摘:期升息尾雙巴:原油價低Uso-4.2%, Aaoi+6%Smci-4%; 中電池鏈狗熊翻贛鋒鋰+7%天齊鋰+6%Skiet德方納米+5%Btc$44k, Tnx4.119,Hxc+0.5%費-0.7%納-0.6%標-0.4%羅道-0.2% Eem-0.1%;日+2%國企+1%港+0.8%深0.7%台店0.3% 台0.2%韓0%滬 -0.1% Evb:Rivn+6%Alb華友鈷當升+4%恩捷比亞迪容百+3%;聯想+10% 觀旅:Ccl+6%達航+4%美航+3%;Mrna+3%;Tol+3% Semi:Arm-3%Nvda-2% ---- 12/5.JL世股摘:期升息尾雙巴:穆迪下調主權評等中港股下殺:深-2%港-1.9% 滬-1.7%國企-1.6% 聯想-10%紫光-6% 比特幣衝Btc$44k +5%,Aaoi-3%Fii-4%,國債率走低債走高Tnx4.171, Hxc-1.7%羅-1.4% Uso-1.3%Eem費-0.6%道-0.2%標-0.1%納0.3%;日 -1.4%韓-0.8%台店-0.7%台-0.5% Evb:Pfm-7%Ebm-4%Alb-6%Wolf-5% Semi:Skhn-4%SynaMrvl-3%Nvda+2%;Eric+4%;Aapl+2%;原物料:美鋁-5% Fcx-3%;Gs-2% ------ 11/30.JL世股摘:期升息尾,Aws會AI會前漲後崩Aaoi-11%Smci-5%Nvda-3%;軟體資安:Crm+9%Snow+7% 國紙續衝Ip+3%中概Wb -11%;Btc$37.6kTnx4.352 Uso-3.3%納-0.8%費-0.7%Hxc0.1%Eem0.2%標0.4%道0.7%;國企0.7%韓0.6%台台店0.4%滬港0.3%深-0.2%日 -0.3%;Evb:L&F+5%德方納米Li天齊鋰-4%RivnF-3% Ggr-4%;Ba+3%;Unh+3% --- 11/29.JL世股摘:期升息尾狗熊翻:Gm+9%,國紙Ip+4%與韓電池鏈L&F+16% Ebm+10%Pfm+8 %;Btc$37.8kTnx4.271Uso+1.8%費0.9%道0%標 -0.1%納-0.2%Eem -0.6%Hxc-1.3%;國企 -2.3%港-2.1%深-0.9%滬-0.6%日-0.3%韓-0.1%台+0.2%台店+0.9% Evb:IfnnySsdiOn+4%Wolf+3%BydCatl-3%;Panw+5%Amsc+5%; Fi:BacMs+3%Gs+2% 中概:Li-5%Wb-3% ----- 11/28.JL世股摘:期升息尾Btc$38.2k比特幣衝 Tnx4.336Uso+1.9% Eem+0.8%納0.3道0.2%標0.1%Hxc -0.3%羅-0.5%費- 0.6%;台店+1.9% Gld+1.4%台+1.2%韓1.1%深+0.5%滬0.2%日-0.1%港-1%國企 -1.1% Evb:TslaRivn+5%Wolf+4%Alb+3%;Syna-3%;Dis-3%;Ggr+3%;百度-4% ---- 11/27.JL世股摘:期升息尾Aws佈道會前衝Aaoi+10% Btc$37.3kTnx4.389Hxc-1.6%Uso-1.2%羅Eem-0.4%費標道-0.2%納-0.1%;台-0.9%台店-0.8%深-0.6%日-0.5%滬國企 -0.3%港-0.2%韓0 Evb:Alb-6%德方納米-4%Nvts贛鋒鋰華友鈷寧德時代比亞迪容百-3% 中概:中芯裕元+3% Li-4%;國際紙業4%;Ggr-5% Semi:Arm-5%,Avgo-3% ---- 11/24.JL世股摘:期升息尾年終作帳 Btc$37.4kTnx4.472Hxc+1.6%羅+0.7%道+0.3%標費Eem0.1%納-0.1% Uso-1.1%;國企-2.1港-2%深-0.9%滬韓-0.7%台0台店+0.1%日+0.5% Evb:Byd-6%Ebm-3%Rivn+3%;Semi:Arm+3% ---- 11/23.JL世股摘:期升息尾,感恩節美股休;國企+1.6%港1%深+0.8%滬+0.6% 日+0.3%韓台店0.1%台-0.1% Evb:Lgc+3% ----- 11/22.JL世股摘:期升息尾雙巴 Btc$37.4kTnx4.416羅+0.7%Hxc納道+0.5%標0.4%費0.3%Eem-0.2% Uso-1.3%;台-0.6%韓0.1%台店0.8%滬-0.8%國企港0深-1.4%日+0.3% Evb:恩捷-4%Tsla天齊鋰贛鋒鋰國軒華友鈷德方納米當升容百-3%Nvts+3% 中概:百度+6% Semi:Arm+5%Amd+3%Nvda-2% ----- 11/21.JL世股摘:期升息尾,雙巴:黃主教財報會AI:Aaoi-8%Smci-5%Amsc-6%Wolf-9%Btc$36.1k Tnx4.418Hxc-2.2%費-1.9%羅-1.2% Eem納-0.6%道標 -0.2%Uso+0.3% Gld+1.1%;台+1.2%韓0.8%台店0.4%國企-0.4%滬0%港深 -0.3%日-0.6% Evb:Rivn-7%OnSedgIfnnyNvts-3%;中概:NioLi-4%中芯聯想-3% Semi:MrvlGfs-3% QcomAmdIntcMu-2% ------ 11/20.JL世股摘:期升息尾 憧憬黃主教財報會AI:Aaoi+13% Smci +6%Msft+2%雙巴:中概股油價能源電池鏈狗熊翻Hxc+ 3.6%Uso+2.2% Enph+6%Btc$37.6kTnx4.422費+1.5%Eem+ 1.2%納+1.1%標0.7 %道0.6%羅0.5%;國企+2.2%港+1.9%韓0.9%滬0.5%深0.4 %台店0.3%台0日- 0.6 % Evb:EbmPfmPns+5%SsdiNvts+4%SkiLges+3% Semi:Arm+7%Gfs+4%AmatLrcx+3%;Panw+5% 中概:Nio+6%Wb +5%Li騰訊中芯+4%;Ba+4% ----- 11/17.JL世股摘:期升息尾:雙巴油價小股領彈 Uso+4%Btc$36.4k Tnx4.445羅+1.4% HxcEem標納+0.1% 費+0.7%道0%;日台店+0.5%深+0.3%台0.2%滬+0.1%韓- 0.1 %港-2.1%國企 -2.3%Ggr+7% Evb:Wolf+5%Alb+4% SedgNvts+3% 松下+6%PfmByd L&F-3%;Amat-4% 中概:騰訊-3%Li+5 Cm:XomCvxCop+2% ---- 11/16.JL世股摘:期升息尾:油價續跌中概股與比特幣回雙巴盤Uso-4.6%阿里-10%Wmt-10%Csco-8%Intc-7%Hxc-3.1%國企-1.9%港-1.4% Btc$36.1k Tnx4.445羅-1.5% Eem-1%道-0.1% 標納0.1%費+0.3% Gld+1.1%;深-1.2%滬-0.7% 日-0.3%韓-0.1%台0.3%台店+0.5% Evb:RivnWolf德方耐米-5%TslaSedgWolf天賜-4%Ebm-3% 中概:Nio-7%LiWb百度-4%;Cm:美鋁-4%Cop-3%Mrvl-4% ------ 11/15.JL世股摘:期升息尾:能源中概股大狗熊翻:Wolf+11 %Ifnny+9%港恆國企+4%Hxc+2.9%Jd +6%Wb阿里騰訊+5%,AI:Aaoi+4%比特幣衝Btc$37.8kTnx4.535Eem+0.8%費+0.7 %道0.5%標羅0.2% Uso-1.9%;日+2.5%韓2.2%台1.3%深台店+0.7%滬0.6% Evb:StmSkiL&F+4%BydSkietSsdiLgesNvts+3% 中概:聯想+4%百度+3% Semi:Arm+4%Intc+3% 觀旅:Ccl+5%Dis+ 3%;Mrna+3%;Lly-4% ----- 11/14.JL世股摘:期升息尾,CPI預期低又RiskOn:衝AI半導體:Smci+15%Aaoi +12%SynaMrvlGfs+7% 能源車鏈金融房產狗熊翻 Evb:Sedg+11%AlbEbm +10%Enph+16% Pfm+8%Nvts+7%TslaStmL&F+6%Lges+5% Btc$35.5kTnx4.441Vnq+5.6%羅+5.4%費+3.6%納+2.4%Eem+2.7%標+1.9%Hxc+2.2% 道+1.4%Gld+0.9% Uso-0.3%;韓+1.2 %台+0.5%日滬台店+0.3%深+0.2%港-0.2%國企-0.4% Evb:F+6%NxpiIfnnyOnGm+5%SsdiRivn+4% Semi:SwksKlac+4%LrcxIntcAmdAsmlAmatQcomAvgoArmTsm+3% 觀旅:Ccl+10%美航+4% 房產:Tol+8%Hd +7%Xhb+6% Fi:Bac+5%MsGs+4%Wfc+3%;Mrna+5%;Amsc+9% Cm:Fcx+5%美鋁+6% ----- 11/13.JL世股摘:期升息尾,Aaoi+17%Fii+5% Btc$36.6kTnx4.632Uso+1.6%Hxc+0.8%道+0.2%納羅Eem0%標-0.1%納-0.2%費-1%;國企+1.5%港+1.3%台+0.9%滬+0.3%台店+0.2%日深+0.1%韓-0.2%;Amsc+6% Evb:Rivn+5%lTsla+4%Ebm-3%L&F-4%Nvts-4% 中概:Li+6%聯想+5% ----- 11/10.JL世股摘:期升息尾,Btc$37.1k比特幣續衝,台積+6%領費半+4%領七姐妹重磅美股大軋空:Syna+11% AmatLrcxAvgo+ 5%AsmlAmdMrvl+4%; 七姐妹:Meta+2.6% Msft+2.5%Aapl+2.3%Amzn+2.1%Goog+2% Tnx4.628Uso+2.2%納+2.1%標+1.6%道 +1.2%羅+1.1% Eem+0.7%Hxc+ 0.5%;國企-2.2%港-1.8% 台店-0.8%韓-0.7%深滬-0.5%台-0.4%日-0.2% 韓股空令後電池鏈續跌 Evb:Ebm-6%Pfm L&F-5%SsdiLgesSkiet-4%Ski-3%On+5%Nxpi+4%Stm+3%;Ccl+4%;Aaoi-4% 中概:中芯-7%NioJd-3% ----- 11/9.JL世股摘:期升息尾央爸降溫股回,Btc$36.6k比特幣衝再回,韓股空令後續跌;Tnx4.663Hxc-2%羅-1.6%Eem納- 0.9%標- 0.8%道 -0.7%費- 0.6%;日+1.5%韓0.2%台滬0台店- 0.1%深國企-0.2%港-0.3% Evb:Rivn-10%Wolf-8%Tsla-5%Alb-4%EbmPfmOn-3%Ski SsdiLgcLges-2% 中概:WbNio-6% Semi:Arm-5%Gfs-4%;Lly-4%鋁-4% Ccl-4%Dis+7% ------ 11/8.JL世股摘:期升息尾,油回Uso -2.7%;韓電池鏈: Ebm-10%PfmSki-4%SsdiLgc-3%Tnx4.523Btc$35.7k羅-1.1%Eem-0.7% Hxc-0.5%納+0.1%費0道-0.1%標+0.1%;韓-0.9%國企-0.8%港-0.6%日 -0.3% 滬-0.2%深0台店+0.2%台0.3% Evb:NvtsSedgTmGmAlb-3%;Rblx+12% Semi:IntcGfs-2%; 觀旅航:美航達航Ccl+2%;Lly+3% ----- 11/7.JL世股摘:期升息尾,油回Uso -4.2%;禁空令次日:韓-2.3%韓電池鏈: L&F-15%Pfm-11%Lges-10%Ssdi-8%SkiSkiet-7%Lgc-6%Ebm-5%;Amsc+5% Tnx4.571Btc$35.4k納+0.9%費+0.8%標0.3%道0.2% Eem-0.2%羅-0.3% Hxc-0.7%;港-1.7%國企-1.5%日-1.3%滬-0.2%深0台0.2%台店+0.4% Ebv:寧德時代天齊鋰-3%; Semi:Gfs+5%Arm+4% Cm:Fcx-4%CopBhp-3% --- 11/6.JL世股摘:期升息尾;禁空令:韓+5.7%韓電池鏈:EbmPfm+30% L&F+25%Lges+23%Ski+13%SddiSkietLgc+11%; Lgd+7%Skh+6% Tnx4.662Btc$35k羅-1.3%Hxc-0.1%費-0.3%道Uso+ 0.1%標0.2%納0.3%Eem+0.8%;日+2.4%國企2.2%港1.7%台店1.6%深1.2%台+0.9%滬+0.7%台店+0.3% 中概:Li+8%Jd+4%騰訊+3%;Aaoi+3%; 大狗熊翻:Ebv:恩捷+9%德方納米+7%億緯鋰能+6%寧德時代天齊鋰當升天賜+5%贛鋒鋰容百+4% Byd+3%OnRivnNvts-3%Wolf-4%Sedg-5%Alb-7% ----- 11/3.JL世股摘:期升息尾,Risk-On股債雙漲,題材 Aaoi+11%Smci+4%; 大狗熊翻:電動車鏈能源中概觀旅疫苗超導Mrna+9%,Amsc+7%;SkietSki+7%EbmGnrcNvts+6%PfmBydAlbSedg+4% Tnx4.558Btc$34.7k,Hxc+3%Vnq2.4%羅2.7%費+2.6% Eem+2%納+1.4%標0.9%道0.7% Uso-1.8%;港2.5%國企2.4%台店1.3%深1.2%日韓1.1%台滬+0.7%台店+0.3% 觀旅:Ccl美航+5%達航+4%;Tol+4%;U+7% 中概:Nio+6%騰訊+5%Jd+4%Wb阿里+3% Ebv:F+4%LgcIfnnyStmGmL&F+3%;Ggr+6% Semi:GfsSynaMrvl+5%Amd+4%NvdaMu+3% Fi:GsMs+4%BacWfc+3% ---- 11/2.JL世股摘:期升息尾,央爸鴿Risk-On股債雙漲 Aaoi+11%Amsc+13%; 財報:Qcom+6%Lly+5% Tsla+6%領電動車鏈噴 Ebm+15%L&F+12%Pfm+11%Rivn+9%Nvts+7%SkietSkiSsdiLgc+6%StmWolf+4%NxpiOnIfnny+3% Tnx4.669Btc$34.9k,羅+2.7%費+2.4% Hxc+2%標Uso1.9 %Eem納+1.8%道1.7%;台2.2 %韓1.8 %台店1.3%日1.1%國企港0.8%深-0.9 %滬+0.5% 中概:Nio+6%聯想+4%; Ebv:GnrcGm+3%Alb天齊鋰德方納米-3%Sedg-4% Semi:Syna+8%AsmlSkh+4%TsmNvdaKlacMrvlGfsSwksLrcx+3%;Arkx+4% Cm:Cop+5%Fcx美鋁+4%XomCvx+3 % 旅消:Ccl+5%Nke+4%達航Dis+3%;Rblx+5% Fi:Bac+5%AigMs+4%Wfc+3%;Tol+5%;Mrna-7% ------ 11/1.JL世股摘:期升息尾,央爸沒升息蘇媽佈道會 Amd+10%NvdaIntc+4%Smci+5%Aaoi+4%能源股狗熊翻Gnrc+14% Tnx4.789Btc$35.5k, 費+2.3%納+1.6%標+1.1% Eem0.9%道0.7%羅+0.5% Uso-0.4%Hxc-1.4%;日+2.4%韓台店+1%台0.2%滬0.1%國企港0深-0.4% 中概:茅台酒+6%中芯+3%; Ebv:EbmEnph-4%Alb恩捷德方納米-3%Tm+6% NvtsOn+4%Tsla+2% Semi:Lrcx海力士三星電+3%Syna-4% 網科巨頭7姐妹: Meta+4%Amzn+3%MsftGoogAapl+2%;Wework-43% ----- 10/31.JL世股摘:期升息尾,Aaoi+5%財報:狗熊翻Wolf+23%Nvts+8%Cat-6%Bp-4%;韓日電池鏈随前日On財報Tsal與電動車鏈崩:L&F-8%松下-9%EbmPfm-7 %Ssdi-6%LgesSkiet-5% Tnx4.875Btc$34.5k,費+1%羅0.9%標0.7%納+0.5%道+0.4%Eem-0.6% Uso-1.4%Hxc-1.6%;台店國企港-1.7% 韓-1.4 %台-0.9%深-0.7%滬-0.1%日+0.5%;東方海外-5% 中概:聯想-5%Li中芯-4%; Ebv:BydOn天齊鋰-4%贛鋒鋰德方納米-3% Semi:Arm+5%SynaAmdIntc+2% ------ 10/30.JL世股摘:期升息尾,財報:On- 22%領能源車鏈崩: TslaNxpiIfnnyStm Alb-5%Nvts-6%Wolf-3% Tnx4.875Btc$34.5k,道1.6%Eem+1%納標1.2%Hxc+0.8%羅+0.6%費-1.3%Uso-3%;深+1.6%台店0.6%台滬0.1%韓0.3%國企-0.3%日-1% 網科重磅七姐妹:Amzn+4%Msft MetaGoog+2% Evb:Enph-4%恩捷+7%天賜+5% Ebm+4%;Gfs-4% 中概:中芯+6%聯想+5%; Fi:Gs+3%,BacAigWfc+2%;美鋁+8%;Vz+4%; 旅消:CclAal+2% Nke+4% ------ 10/27.JL世股摘:期升息尾,PC題材復起,財報: Intc+9%Amd+3% Amzn+7%F-12%Gm-5%;中股與電池鏈狗熊翻:港+2.1%國企+2%深+2.1%滬1%中芯+6%;德方納米+11%恩捷+10% Ssdi國軒中緯+7%天賜天齊鋰+6%贛鋒鋰+5%容百寧德時代+4%,能源續崩Enph-15% Sedg-8%Tnx4.845 Btc$34.4k,Uso+1.9%費1.2%Hxc0.1%納0.4 %標-0.5%道-1.1 %羅-1.2% Eem-0.1%;日1.3%台店0.8%台0.4%韓0.2% Cvx-7%;Wolf-6%;Mrna-5%;BacJpm-4%;Meta+3% ----- 10/26.JL世股摘:期升息尾,能源車電池鍊崩,國債比特幣回落Tnx4.8879 Btc$33.9k,財報:Meta-4%盤後Intc+8%Amzn+5% AI:Smci-6%;電池鏈:Pfm -9%Lgc恩捷L&F-7 %EbmSki-6%Ssdi-5% 納-1.8%Uso-1.6% 標-1.1%Eem-0.7%費道-0.6% Hxc+0.4%羅0;台店-2.1%國企+0.9%韓-2.7%日-2.1%港+0.6%深+0.4%滬+0.5%台-1.7% Ebv:Rivn-6%Skiet-4%Tsla-3%Stm+4%Ggr-10% Semi:海力士-6% Mu-4%NvdaAvgo-3% 納標指數重磅股: MetaMfst-4%GoogAapl-3%Amzn-2%;Ibm+4% ----- 10/25.JL世股摘:期升息尾,中禁石墨韓能源車鍊崩,國債比特幣續噴Tnx4.953Btc$34.6k 財報:谷歌-10%微軟+3%; 緊晶片輸中半導體崩, 費半-4%ArmAmd- 6%GfsSynaIntc-5%NvdaTsmAvgoMrvl-4% AI:Aaoi-4%Smci-3% 韓電池鏈LgesEbm -9%Pfm-10%SsdiLgcL&F-7%Ski-6%Skiet-5% Hxc-2.2%羅-1.7%標-1.4%Eem-1.3%道-0.3%Uso+2%;台店0.9%國企+0.9%日+0.7%港+0.6%深+0.5%滬+0.4%台+0.3%韓-0.9% Ebv:NvtsOnSkiet-5%NxpiWolf-4%AlbIfnnyTxn-3%Tsla-2%;Ggr+10% Semi:QcomAmat-4%LrcxSwksAsml-3% 中:聯想+7%Nio-6% 指數重磅:Amzn-6% Meta-4%;Mtv:U-6%Snap-5% ----- 10/24.JL世股摘:期升息尾,AI:Aaoi+4% Smci+3%中查鴻海Fii-5%;救市中概噴:Hxc+3.9%LiNio+7%Wb+6%Bidu+4%;油跌Uso-2.5%; 比特幣續小漲Btc$33.9k,Tnx4.84; 費+1.4% Eem+1.3% 納+0.9%羅+0.8%標+0.7%道+0.6%;韓+1.1%台店1%台+0.4%日+0.2%國企-1.2%港-1.1% Ebv:Nvts+4%SkietWolfLgesL&F+3%TslaAlb+2% Semi:AsmlIntcAvgo+2%;Amsc+7% Mtv:Spot+10%,Rblx+6%;Vz+9%Rtx+7%;Fcx+3% ----- 10/23.JL世股摘:期升息尾,油回Uso -2.2%;比特幣續衝高Btc$33.3k, 國債率回Tnx4.838;Aaoi+4%;中查鴻海Fii-10% ;中股續崩滬指落三千:深滬-1.5% Hxc+0.9%納+0.3% Eem-0.1%費-0.5%道-0.6%羅-0.9%;台-1.2%日韓-0.8%台店 -0.5% Ebv:SedgL&F+3%德方納米-6%中緯-5%Nvts贛鋒鋰容百-4%;Ccl+3% Semi:Nvda+4%Arm+5%Syna-4%Intc-3%;Cvx-4%;Bac-3% ----- 10/20.JL世股摘:期升息尾,國債率降,中東亂避險需求增金比特幣再創波高 Smci-6%Aaoi-7% 財報會:太陽能Sedg -27%Enph-15%Gnrc-6%;TslaAlbSkietLges-4%,PfmWolf-6%L&F-5% Btc$29.6kTnx4.916費納-1.5%Hxc-1.4 % EemUso羅標-1.3 %道-0.9%; 韓-1.7%國企深 -0.9%港滬台店 -0.7%日-0.5%台-0.1% Ebv:EbmSsdiLgc-3%贛鋒鋰+6%恩捷+10% 觀旅:Ccl美航-3% Semi:Arm-4%Gfs-3%;Amzn-3%;Fcx-4%;Aig-3% ------ 10/19.JL世股摘:期升息尾,Tnx4.998國債率波高;美限售AI半導體中概大跌: Smci-7%Lrcx-6%Amat-5%Arm-4%;國企港- 2.5%滬深-1.7%百度茅台酒-6% 財報會:Nflx+16%,Tsm +4%,電動車鍊Tsla-9% Alb-6%PfmRivn-5%,Btc$28.9kHxc-2.1%羅-1.5%費-1.3%納-1%Eem-0.6% 標-0.9%道-0.8%Uso +2.3%Gld1.2%;日韓-1.9%台店+ 0.9%台+0.1% Ebv:EnphSedg-6%Ecb BydIfnnySsdiL&F-4%Nxpi幹鋒鋰天齊鋰-3% Semi:KlacSyna海力士-3%;聯想+6% ------ 10/17.JL世股摘:期升息尾,美增管AI晶片輸中,國債率高電池鍊續雙巴盤:天齊鋰恩捷中緯+6%比亞迪+5%當升+4% Btc$28.4kTnx4.847羅+1.1% Uso+0.5%納-0.3%道標0Eem-0.3%費-0.8%Hxc-0.9%;日+1.2%韓+1%港+0.8%國企+0.7%滬+0.3%深+0.2%台-0.1%台店-0.2%; Ebv:SedgEbm+3% Semi:Nvda-5%海力士+5%三星電+3%; Mrna-5%;美鋁+4% ----- 10/16.JL世股摘:期升息尾,比特幣烏龍,雙巴盤:天齊鋰-10%贛鋒鋰Pfm德方納米-4% Btc$28.4kTnx4.714羅+1.6%費+1.4%納+1.2%標+1.1%道+0.9%Eem+0.7% Hxc+0.3%Uso-0.8%;日-2%深-1.4%國企-1.1%台韓台店-0.8%港-1%滬-0.5%;Ggr-5% Ebv:Wolf+7%OnSedg EnphNxpi+3%寧德時代天賜Lgc當升華友鈷-3%; Mrna-6%;Snap+12% ----- 10/13.JL世股摘:期升息尾,油衝Uso+5%AI跌AaoiFii-5%Smci-3%Btc$26.9kTnx4.629費-2.7%Hxc-0.9%納-1.2%羅-0.8%標-0.5%道+0.1% Eem-0.4%;國企-2.4 %港-2.3%深韓-1%滬日-0.6%台-0.3%台店-0.2%;Ggr+6% 原物料:XomCop+3% 中概:Jd-11%阿里-4%騰訊-3%;觀旅:達航美航波音Ccl-3%;Meta-3%;Wfc+3% Evb:Nvts-6%AlbOnNxpi-4%TslaEbm恩捷寧德時代華友鈷容百L&F-3% Semi:Mrvl4%NvdaAmdAsmlGfsAmatQcomKlac-3% ---- 10/12.JL世股摘:期升息尾,電池鏈韓巨星衝中大狗熊翻但中概跌:德方納米+9%贛鋒鋰天齊鋰+8%容百+7%天賜+6%SsdiL&F恩捷+5%;Smci-5%Btc$26.8kTnx4.712 Hxc-3.4%羅-2.2% Eem-1.1%納標-0.6%道-0.5% Uso-0.3%費+0.3%;國企+2.2%港1.9%日+1.8%韓台店+1.2%台0.9% 滬+0.9%深+0.8% 中概:Nio-6%Wb-5%百度-4%;Tol-6%;美航-3% Evb:AlbEbm當升+4%Byd華友鈷+3%Gnrc-6% Semi:AvgoKlac+4%Hyn+4%Asml+3%Arm-5%Amsc-6%;原物料:Aa-4%Fcx-3% ------ 10/11.JL世股摘:期升息尾,國債率比特幣續回,超級巨星電池鏈衝Ebm+9%Pfm+8%Lges+7%Ski+5%SsdiLgc+4%Skiet+3% Btc$26.8kTnx4.577 費納Gld+0.7%Eem+0.6%Hxc標0.4%道+0.2%羅-0.2%Uso-1.4%;韓+2%國企港1.3%台0.9% 日+0.6%深+0.4%滬+0.1%台店-0.9% Semi:中芯+7%三星電+3%NvdaAvgo KlacSyna+2%;Aaoi+4% 原物料:Xom-4%Cvx-3% ----- 10/10.JL世股摘:期升息尾, Smci+7%;中概能源車與電池鏈大狗熊翻:Ggr+17% Wolf天齊鋰+6% EnphNvtsRivnSedg松下+5% AlbGnrc+4% Btc$27.4kTnx4.655Hxc+3.1%費+1.3%Eem+1.4% 羅+1.1%納+0.6%標+0.5%道+0.4% Uso-0.5%;日+2.4%國企0.9%港0.8%韓-0.3%深-0.6%滬-0.7% Evb:Pfm-6%L&F-4% 中概:Nio+6%Li+4%%Wb聯想+3%東方外海-6% ;Bac+3%;Gfs+3% ----- 10/9.JL世股摘:期升息尾,以巴戰軍工油短噴觀旅跌: Lmt+9%Rtx+5%;觀旅: 達航-5%Ccl美航-4 %;Uso+4%Cop+6%Xom+4%CvxBp+3%;Aaoi-16%,Nvts-6%Wolf-5% Btc$27.6kTnx4.797羅標道+0.6%納0.4%費-0.2% Eem-0.5%Hxc-0.9%;國企+0.4%港0.2%深0滬-0.4% Evb:Sedg寧德時代 -4%Alb-3% 中概:NioLi-4%聯想-5% --- 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23%Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝,油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802;AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23% Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝, 油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ---- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Rivn+4%;原物料:XomCop+ 3% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%台店台+0.7%日+0.9%。 中概:Li-10%紫光-7 %Jd-4%騰訊-3% ---- 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ----23- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Gnrc+5%Rivn+4%Wolf-4%;阿里+4% 原物料:XomCop+ 3% Semi:Gfs+3%AmdIntc+2% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%k台店台+0.7%日+0.9% 中概:Li-10%紫光-7 %Jd-4%騰訊-3%;美鋁-6% Evb:Rivn+3%Wolf+7%Pfm-7%;Qcom+3% ----- 9/22.JL世股摘:期升息尾:中股政策救市狗熊翻: Hxc+2.9%國企+ 2.7%港+2.3%深+2%滬+1.6%Fii+9%Aaoi+3%Wb紫光阿里騰訊聯想+4%電動車Tsla Rivn-4%Btc$26.6kTnx4.442%Eem+1.2%費+0.8%Uso +0.3%納-0.1%標-0.2%道羅-0.3%;台店+1%台+0.2%日-0.5%韓-0.3% Evb:Wolf+6%Enph+4%Byd容百On+3%;Avgo+3% 中概:茅台酒百度 JD+3%;Wfc-3%Ccl-3% ----- 9/21.JL世股摘:期升息尾: AI車用半導體,指 數重磅領跌AaoiSmci -5% 車用:Wolf-9%Nvts- 6%;Semi:Amd-4%NvdaAvgoMu-3%TsmMrvl-2%;低軌道衛星Arkx-3% Btc$26.7kTnx4.48%Hxc-1.9%費納-1.8%Eem-1.7%羅標-1.6%道-1.1% Uso0.3%;韓 -1.8%日台店-1.4%國企港台-1.3%深-0.9%滬 -0.8% Evb:Lgc-5%RivnSsdiSkietL&F-4%TslaAlbLit-3%SkiEbm Pfm-3% Mtv:U-5%SnapAmzn-4%Goog-2% 原物料:美鋁-5%銅Fxc-4% ----- 9/20.JL世股摘:期升息尾:Intc-5%Arm-4% ………… 9/15.JL世股摘:期升息尾:黃教主續賣輝達股台積建廠遲延設備單: LrcxKlac Amd-5%AmatAsmlGfsNvdaArm-4%Mu-3%Tsm-2%費-3% AI:Smci-8% Btc$26.5kTnx4.322%納-1.6%標-1.2%羅-1.1%Hxc-0.7%道-0.8%Eem-0.4% Uso+0.2%;韓日+ 1.1%港0.8%台0.7% 國企0.6%台店+0.1%滬-0.3%深-0.5% Evb:OnSedgNxpi寧德時代-3% Lgc+4%;美鋁-4% 納指重磅:Meta-4% AmznMsft-3% ------ 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融熊翻 ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% ----- 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% Btc$26.3kTnx4.256% 費+0.6%納0.3%標0.1%Uso0Eem-0.1 %道-0.2%Hxc-0.6% 羅-0.8%;台店1%台0.1%深-1.1%滬-0.5 %國企-0.4%日-0.2 % 港韓-0.1% Evb:SkiNvtsSedgL&F-4%LgcSkietEnphBydF-3% Mtv:Rblx-5%U-6%Nflx-4%;紫光-4%;美航-6%Ccl-3% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融狗熊翻 Btc$25.9kTnx4.264納-1%費-0.8%標- 0.6%Eem-0.3%道-0.1%羅Hxc0 Uso+1.7%;日+1%台+0.9%台店+0.4%深-0.1%滬-0.2%港 -0.4%國企-0.6%韓 -0.8% Evb:Ebm-4%PfmSsdi天賜-3%Tsla-2%Wolf+4%Byd+3% 原物料:Xom+3%Cop+2% Fi:Wfc+3%GsMs+2% ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% Btc$25.1kTnx4.288%HxcEem+1.2%納+1.1%標+0.7%道+0.3%羅+0.2%費Uso+0.1%;深+1%滬0.8%韓+0.4%台店-1%台-0.9%港-0.6%日國企-0.4% Evb:EbmPfm天賜-3% Semi:Qcom+4%Syna-4%;Rtx-8%;紫光+4% ----- 9/8.JL世股摘:期升息尾:庫克教主新品佈道會?中官方拉華為壓蘋,華為鏈續噴 Btc$25.9kTnx4.276% Hxc費-0.5%羅-0.2 %標納+0.1%道Eem+0.2% Uso+0.5% ;日-1.2%台店-0.7深-0.4%-滬0.2%台-0.3%韓0國企港休 Evb:天賜-7%Apt-6%德方納米-5%Wolf-3% Ebm+3%;海力士-4% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/6.JL世股摘:期升息尾:庫克教主新品佈道會?中官方壓蘋?Aapl-4%;黃主教賣股 Nvda-3%Btc$25.8kTnx4.29%納-1.1%費-0.8%標-0.7%道Eem-0.6%Hxc-0.5%羅-0.3%Uso1%;韓-0.7%台-0.3%深-0.2%港0%國企滬台店0.1%日+0.2% Evb:Alb-5%EnphSedgWolf-4%TslaPfm-3%;Swks-3%;聯想-3% -----
9/5.JL世股摘:期升息尾:庫克教主新品 Btc$25.8kTnx4.268Uso+1.1%費0%納-0.1%標-0.4% Eem-0.8%羅Hxc-2.1%;國企港-2.1%深滬-0.7%韓-0.1%台+0%日+0.3%台店0.6% Evb:Tsla+5%容百-3%Byd-2% 中概:Li-6%中芯Wb-4%;美航達航-3%;Tol-6%Xhb-4% ------ 9/4.JL世股摘:期升息尾:庫克教主新品布道會?中再推救市政策中股噴國企+3.2%港+2.5%中芯+11% Nio+7% JdWb+5% Btc$25.8kTnx4.173;深滬+1.4%台+0.9%韓+0.9%日+0.7%台店0.6% Evb:天齊鋰+4%贛鋒鋰BydSkiet Lgc+3% ----- 9/1.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣續拉回,中再推救市政策Hxc+3.2%Nio+7% AI吊車尾落後股補漲戴爾+21%三星電+6%;馬主教新品Tsla-5 % ,巨星韓電池鏈大跌Skiet-8%Ebm-5 %LgesPfm-4% Btc$25.8kTnx4.173Uso+2.5%羅+1.1%費道+0.3%納0%標+0.2% Eem-1.2%;深滬+0.4%韓日+0.3%台店0.2%台+0.1% Semi:AmdIntc+4%Avgo-5%;Wolf-4%;Wb+5% 原物料:Fcx+4% AaBpCop+3%; ---- 8/31.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣拉回,中再降息寬房貸 Btc$26kTnx4.093Uso+1.9%費+0.7%納+0.1%標羅-0.2%道-0.5%Hxc-0.6% Eem-1.2%;日+0.9%台店0.6%韓-0.2%國企-0.4%台-0.5%深滬港-0.6% Evb:天齊鋰-4%Nvts+5% Semi:MuAvgo+3% ;Crm+3%東方海外-4% ----- 8/30.JL世股摘:期升息尾:庫克教主新品佈道會?AI小逆風,PC仍慘Hpq-7%Btc$27.2kTnx4.118納Uso+0.5%費羅標+0.4% 道0.1%Hxc-0.2%Eem-0.3%;台店1.3%台0.6%韓0.4%日深+0.3%港0%國企-0.5%Evb:L&F-7%華友鈷-4%德芳納米-3%LgcNvts+3% -----
8/29.JL世股摘:期升息尾:Btc$27.5k+5%能源車Rivn+9%TslaLi+8% 政策拉大狗熊中股續翻:Hxc+3.8%國企+2.3%深+2.2%港2%中芯+7%Byd+6% Tnx4.112費+2.6%納+1.7%標+1.5% 羅+1.4%EemUso+1.3%道+0.9%;滬+1.2%台店0.9%台0.7%韓0.3%日0.2%; Evb:容百+5%寧德時代WolfOnLitAlb +4%Sedg Nxpi+3%EbmPfm-4% Semi:Nvda+4%AmdGfsAmatAvgoLrcx+3%;GoogMeta+3%;Mtv:U+6%Snap+4%;原物料:美鋁+4%美鋼Fcx+3%;Bby+4% ----- 8/28.JL世股摘:期升息尾:政策拉大狗熊中股翻 Btc$26.1kTnx4.212Hxc+2.3%費+1.2%Eem+1%羅納+0.8%道標+0.6% Uso0%;日+1.7%國企+1.2%深+1.1%滬港韓+1%台+0.2%台店-0.3%; Evb:L&F+8%Gnrc+4%Wolf+3%華友鈷-7%德方納米-5% Semi:MrlfMu+3% 中概:Wb+8%紫光+4% ----- 8/25.JL世股摘:期升息尾: AI:黃教主財報會後半導體領美亞股崩Fii-9%Mrvl-7% Smci-3%Nvda-2%Skh-4% Btc$25.9kTnx4.235Uso+1.5%納+0.9%標道+0.7%費羅+0.4% Eem+0.1% Hxc-0%;日-2.1%台-1.7%國企-1.5%港-1.4%深-1.2%韓-0.7%滬-0.6%台店-0.5%; Evb:L&F+7%Tsla+4%EbmSedgOn+3% 中概:Wb-7%裕元-5%紫光-4% ----- 8/24.JL世股摘:期升息尾: AI:黃教主財報會前衝再衰 AmdMrvl-7%Smci Gfs-5%AsmlKlacIntc-4%SwksAvgo-3%Skh+4% Btc$26.2kTnx4.235費-3.4%Eem納-1.9%標-1.4%羅-1.3%道-1.1% Hxc-0.7%Uso0.1%;國企+2.5%港+2.1%韓+1.3%台+1.2%深1%日0.9%日0.5%台店0.4%滬+0.1%; Evb:Pfm+11%Ebm+4%L&F+3%On-3%Wolf-7%EnphSedg-6%StmIfnnyNxpiNvts恩捷-4%容百+3% 中概:聯想+6%中芯+4%Byd+3%TslaRivn-3% 波音-5%Dis-4%Ccl-3% AI:AaplMetaAmzn-3%MsftGoog-2%Nflx-5% ----- 8/23.JL世股摘:期升息尾:AI:黃教主財報佈道會美股全衝(盤後Nvda+9%) Smci+8%Amd+4%MrvlNvdaSkh+6%Intc+3%Tsm+2%費+2.1%Apt+16% Btc$26.5kTnx4.198 Eem納+1.6%標+1.1% Hxc+1.5%羅+1%道0.5% Uso-1.3%;深-2.1%滬-1.3%韓-0.4%國企港台店0.3%日0.5%台0.9%; Evb:Wolf+7%恩捷-6%EbmL&F-5%PfmSkiet天賜華友鈷贛鋒鋰-4% CclTol+4%Nke-3% AI:GoogNflx+3%MetaAapl+2% 8/18.JL世股摘:期升息尾:中股續挫Hxc-3.5%國企-2.3 %港-2.1%深-1.8% Nio-7%Jd聯想-5% Btc$26.1kTnx4.251Uso+1.1%費羅+ 0.5%道+0.1%標0納-0.2%Eem-0.7%; 台店-1.1%滬-1%台-0.8%韓日-0.6% Evb:L&F-7%Byd華友鈷-4%Ski當升贛鋒鋰天齊鋰天賜-3% 中概:百度Wb-4%阿里紫光-3%Mrna-4%;Amat+4% ------ 8/17.JL世股摘:期升息尾:十年國債益率續4%以上, 投機指飆比特幣續大跌Btc$26.8k-7%Tnx4.308Wolf-17%AI:Smci-4%納羅-1.2%費-1% 道標-0.8% Uso0.9%Hxc0.3%Eem0.2%;台店1.4%深0.6%滬台0.4%國企0.3%港0韓-0.2%日-0.4% Evb:Tsla-3%Nvts-6%PfmLges+3%L&F+7%Ebm+5%;Mrna+6%Bntx+5% AI:Semi:AmdIntc-3%;Meta-3%Nflx-3% ----- 8/16.JL世股摘:期升息尾:巨星韓電池鏈又崩 Nvts-8%Skiet-6%EbmPfm-5%;AI:SmciAmdIntc-4%Mrvl-3% Btc$28.7kTnx4.258費-2.1%Uso-1.7% Hxc-1.6%羅-1.3%納-1.2%Eem-0.9%標-0.8%道-0.5%標-0.1%;韓-1.8%日國企-1.5港-1.4%滬-0.8%深-0.9%台店+0.2%台+0.4% Evb:TslaLgesSkiGnrc-3%Sedg-5%天齊鋰贛鋒鋰BydLgcL&F-2% 中概:百度Nio-4%;Ccl-3% Lgd-3%;東方外海-5% ----- 8/15.JL世股摘:期升息尾: Sea-29%Amsc-11% Btc$29.4kTnx4.221Hxc-1.9%費-1.7%Uso-1.6% 羅-1.3%標-1.2% Eem納-1.1%道-1%;台店+0.9%日+0.6%台+0.4%滬-0.1%深-0.7%國企-0.9 %港-1%日-1.3%;Ggr-5% Evb:RivnSedg-4%TslaWolfOnEnphNxpi-3%Nvts+5%;Nio-6%;Snap-4% Semi:SynaMu-4%SwksIntc-3%;Mrna-4%Dal-3%;美鋁-4%美鋼Fcx-3% ----- 8/14.JL世股摘:期升息尾: AI回馬槍:Nvda+7% SmciMu+6%AmdMrvlSyna+4%;能源車鏈弱:比亞迪-6%寧德時代贛鋒鋰Ssdi Lgc-4%;X+37% Amsc+15%Ggr+6% Btc$29.4kTnx4.184費+2.9%納+1.1%標+0.6% 道0.1%HxcEem-0.5%羅-0.2%Uso-0.6%;台店-2.3%國企-1.8 %港-1.6%台日-1.3 %韓-0.8%深-0.5%滬-0.3% Evb:Ski-3%NvtsGnrc+4%WolfTxnOn+3% ----- 8/11.JL世股摘:期升息尾:AI領頭牛,中股再下測Nvda-4%Smci-8%,Hxc-3.7%深-2.2%滬-2%能源車鏈走弱Nvts-6%Ebm華友鈷當升Nxp-4%;Amsc-9%Btc$29.4kTnx4.168費-2.3%Eem-1.5%納-0.7%標-0.1%Uso羅+0.1%道+0.3%;國企-1.3%港-0.9%台店-0.1%台-0.2%韓-0.4%;Semi:Lrcx-5%Amat-4%TsmGfsMrvlKlac-3% Evb:StmOnIfnnyPfm容百-3%;CclDis -3% 中概:Li-6%百度-4%紫光-3%;原物料:美鋼-3%Fcx-2% -----
8/10.JL世股摘:期升息尾:AI股價高,黃教主佈道失靈,半導體觀望,台股AI大血洗 Fii-3%Smci+4%Amsc+13%Btc$29.4kTnx4.08% Hxc0.7%Eem道+0.2% 納+0.1%標0費羅-0.4 % Uso-0.7%;台店-2.1%台-1.4 %日+ 0.8%滬+0.3%國企+0.2%深+0.1%港0%韓-0.1% Evb:Gm-6%WolfF-4%Sedg-3%;Dis+5%;聯想-3%;美鋼-5% -----
8/9.JL世股摘:期升息尾:黃主教佈道首無效 Nvda-5%Smci-24% Fii-8%,Rblx-22%Btc$29.6kTnx4.012%費-1.9%納-1.2%羅-0.9% 標-0.7%Hxc-0.1%道-0.5%Eem0.3%Uso1.4%;韓1.2%國企0.4%港0.3%台0台店日深滬-0.5% AI:Semi:Mrvl-3%Avgo-4% Evb:Rivn-10%Nvts-4%Lges+5%L6&F+4%SsdiSedg+3%;Ccl-4%;Nio紫光-4% -----
8/8.JL世股摘:期升息尾:黃主教佈道首無效,財報Smci盤後-9%,Asmc-14%;中概:Li-9%Nio-5% Btc$29.8kTnx4.026Hxc-3.1%費-1.6%Eem-1.2%納-0.8%羅Gld-0.6%道-0.5%Uso+0.3%標-0.4%;國企 -2.2%港-1.8%台店-1%台-0.7%深-0.4%韓滬-0.3%日0.2% AI:Semi:AmdMrvlSwks-3%MuAsmlTsm-2% Evb:Byd-4%天齊鋰Ifnny-3%Fi:GsBac-2% ----- 8/7.JL世股摘:期升息尾:輪韓電池鏈崩Ebm-11%Pfm-9%L&F-7%LgesSkiSkiet-5%;輪台股AI噴:組裝飆漲停緯創技嘉廣達神達英業達雙鴻等FiiSmci+5% Asmc-3%疫苗: Bntx-7%Mrna-6% Btc$29.2kTnx4.078道+1.2%費+1.1%標+0.9% 納+0.6%羅+0.1%Uso0% Eem-0.2%Hxc-0.8%;台+0.9%台店+0.6%日+0.2%港國企0滬-0.6%深-0.8 % 韓-0.9% AI:Semi:AmatSyna+3%LrcxKlac+2%;Ccl+5% Evb:RivnNvts-4%EnphGnrc-3%;Goog+3% ----- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% --- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% ---- 8/3.JL世股摘:期升息尾資金濫:韓電池股暫止跌Ski+4% SkietEbm+3% Qcom-8%Ifnny-9% ,中股狗熊翻續Hxc+3.5% Nio+6%Li+5%;Amsc-16% Btc$29.2kTnx4.189Uso2.3%Eem+0.4%費納-0.1%道0.2%標羅-0.3%;滬+ 0.6 %深+0.5%國企 -0.3%韓-0.4%港 -0.5%日-1.7% Evb:容百+6%德方納米+4%天齊鋰+3%Tsla+2% Gnrc-4%SedgWolf-3%Qs-21%;Amd+3% ------ 8/2.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大跌Ebm-7%Pfm-5% 能源Gnrc-24%Nvts-8% Sedg -18%Qs-11% Btc$29.2kTnx4.078Hxc-4.2%費-2.9%Eem-2.4% 納-2.2%羅標-1.4%道-1%Uso-2%;國企-2.7%港 -2.5%日-2.3%台店 -2.2%台韓-1.9%滬- 0.9%深-0.4%;Mrna-3% Evb:Enph-6%Rivn-5%SkiOn-4%TslaTxnStmSkietIfnnyLit-3% AI:Semi:Amd-7%Mrvl-6%SynaNvda-5%IntcAsmlMuLrcxSKh-4%GfsAmatTsmKlacAvgoSwks-3% 中概:Wb-6%百度-4 %Jd阿里騰訊- 3%;Dis-3% AI:MsftAmznMeta-3%;Mtv:U-9%Rblx-5%;Arkx-3% 原物料:美鋼-5%美鋁-4%FcxBhp-3% ------ 8/1.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大震SkiL&F-4%Pfm Ebm-3%停車場Vz+9% Btc$29.2kTnx4.051Hxc-2%Eem-1.3%Gld-1%羅-0.5%納-0.4%Uso標-0.3 %費-0.1%道0.2%;韓1.3%日0.9%台0.4%滬0%港-0.3%深-0.4%國企台店- 0.7%;Cat+8%; Evb:Qs-6%WolfRivn-4%TslaAlbLit-2%Lgd+6% Semi:AmdSyna+3% 中概:NioWb-4%Li+4% 觀旅:Ccl-5%美航-4% ------ 7/31.JL世股摘:期升息尾資金濫:電池鏈衝韓鏈噴 :Ski+14%L&F+8% Btc$29.2kTnx3.935Uso+1%羅+0.7%Hxc0.2%費道0%Eem標納-0.1%;國企日+1.3%韓0.9%深港0.8%滬0.5%台台店-0.9 % Evb:PfmLgesOn Ebm寧德時代當升+3%容百松下 Nvts+4%Skiet德方納米+5%;Snap+5%,海力士-4% 原物料:美鋁美鋼+4%CvxXom+3% ----- 7/28.JL世股摘:期升息尾資金濫:中概續狗熊翻: Hxc +5.9%(週漲+14%) Iq+13%NioLi+9%Wb+6%聯想+8%;國企+2.1%滬+1.8%深+1.6%港1.4% 續瘋AI網通巨頭: Meta+4%GoogAmznNflx+3%MsftAapl+2%; AI狗熊翻Intc+7% Btc$29.5kTnx3.961 Eem+2.4%費+2.3%納+2%羅+1.3%標+1.1% Gld+0.9%道+0.8% Uso+0.5%;台店+0.9%台0.3%韓0.2%日-0.4%; Evb:Ebm+8%Pfm+5%Qs+21%TslaRivnIfnny+4%OnNvts+3%Enph-10%Sedg-5%F-4% AI.Semi:Klac+5%Amat+4%AmdQcom海力士+3% ---- 7/27.JL世股摘:期升息尾資金濫:瘋AI,能源車韓鍊大修:Ebm-17%Pfm-13%Lgc-10%SkiL&F-9%Skiet-8%Lges-7%Ssdi-6% 半導體落後股設備補漲噴:Lrcx +9%KlacAmatMu+5% Btc$29.3kTnx4.012 費+1.9%Uso+1.1% Gld-1.6%Eem-1.2%羅Hxc -1.3%道-0.7% 納標-0.6%;國企+1.9%港1.4%台店1%日0.7%台0.5%韓0.4%深-0.4%滬-0.2%; Evb:RivnEnph-4%TslaLit-3%Qs+14%Stm+5%OnIfnny+3% Semi:Asml+3%海力士+10% AI:Meta+4%MsftNflx-2%Snap-4%;Ip+5%;Ccl+3% ----- 7/26.JL世股摘:期升息尾資金濫:台股瘋AI,中股狗熊翻: Hxc+2.8%Nio+11% 能源車韓鍊作頭: Skiet+13%Pfm-6%% Btc$29.3kTnx3.851 費-1.5%Uso-0.7%納-0.1%標-0.3%道0.1%Eem0.6%羅0.7%;韓-1.7%台店-1.5%國企-0.8%深-0.5%港-0.4%滬-0.3%台-0.2%日0%;Ba+9%; Evb:Rivn+7%Gnrc+3%Sedg-6%TxnL&F-5%Nvts-4%Enph-3% AI:Semi:AmdSynaAvgoGfs-3%Mu+3%海力士+4% AI:Msft-4%Goog+6%Mtv:Snap-14%;Fii-3% ------ 7/25.JL世股摘:期升息尾資金濫:台股瘋AI,中股原物料狗熊翻:國企+5.3%港+4.1%深+2.5%滬+2.1%;中概:Jd+8%騰訊阿里+6% 能源車韓鍊續噴: Ebm+14%Pfm+10% Btc$29.2kTnx3.898 費+1.7%Eem+0.8 %Uso+0.7%Hxc標+0.3%道+0.1%羅0;台+1%台店+0.6韓+0.3%日-0.1%; Evb:NvtsSki贛鋒鋰+5%Nxpi天賜+4%寧德時代天齊鋰華友鈷當升+3%Gm德方納米-4% 原物料:美鋁+6%Ip +5%FcxBhp+4%美鋼+3%; Semi:Syna+3%NvdaAmdTsm+2%;Smci+4% Spot-14%;Rtx-10% ------- 7/24.JL世股摘:期升息尾資濫:台股瘋AI,能源車韓鍊續噴:SkiPfm+11% Ebm+6%SkietLgesL&F +5%Ssdi+4% 能源車中股鍊續崩:贛鋒鋰天齊鋰-5%;大狗熊美中概翻: Nio+13%Wb+6% Btc$29.2kTnx3.857Hxc+4.3%Uso+2.5%Eem+1.4%道+0.5%標+0.4%羅+0.3%納+0.2% 費-0.2%;國企-2.2%港-2.1%台店-0.7%深-0.6%滬-0.1%台0韓+0.7%日+1.2%; Tsla+3%,Fcx+4% Fi:BacGsJpm+2% 美航-3%,Gfs-3% ----- 7/21.JL世股摘:期升息尾資濫:能源車韓鍊續噴Pfm+6%Ebm+5%,AI:Nvda-3%QcomAsml+3%;Meta-3%Btc$29.9kTnx3.837Uso+1.4%費+1%Hxc+0.2%標道0納Eem-0.2%羅 -0.4%;國企港+0.8%韓+0.4%深滬-0.1%日台店-0.6%台-0.8%;Fcx-3% Evb:德方納米天齊鋰Alb-3%Qs-7% ----- 7/20.JL世股摘:期升息尾游資濫:財報爛:能源車鍊Tsla -10%NvtsWolf-7% OnEhph-5%;Mtv:NflxU-8%Rblx-9%;AI運力:費-3.6 %,Fii-7%Asml-6%TsmAmatAmd-5%;AI網頭:AmznMeta-4% Goog-3%Msft-2% Btc$29.8kTnx3.854納-2.1%羅-0.9%標Eem -0.7%Hxc-0.6% Uso道+0.5%;日 -1.2%深-1.1%滬-0.9%韓國企-0.3%港-0.1%台0.3%台店0.7% Evb:AlbSedgNxpi-4%PfmIfnnyStmOn-3%華友鈷+5% SkietRivn+4% Semi:SynaKlacGfsLrcxMrvl-4%IntcSwksQcom-3% 美航-6%Ccl-3% ;Gs+3%;美鋁-6%Fcx+3% ------ 7/19.JL世股摘:期升息尾游資濫;財報會盤後 Nflx-9%Tsla-2%;AI:Smci-5%;能源車鍊昨續噴今跌L&F+17%Ebm+11%Pfm+5%Btc$30kTnx3.742%Hxc+0.7%羅+0.5%道0.3% 標+0.2%納0%Eem -0.2%Uso-0.4%費- 1.1%;日1.2%韓滬0台店 -0.1%港國企 -0.3%深-0.4%台-0.7% Evb:寧德時代德方納米NvtsOn Ifnn-3% Asml-5%;Vz+5%;Bac+3%;東方外海+5% ---- 7/18.JL世股摘:期升息尾游資氾濫:續衝AI: Msft+4%Nvda+2% 領標納指創高,金融財報佳,韓源車鍊噴Ebm+17% Pfm+13%L&F+5% Btc$30kTnx3.789%Uso+2.1%道Gld+1.1%納+0.8% 標+0.7%費+0.1% Eem-0.7%Hxc-3.3%;國企-2.4%港-2.1 %台店-0.9%台 -0.6%滬-0.4%深-0.3% 韓-0.4%日+0.3% Fi:Ms+6%Bac+4%Gs+3% Evb:Ski+4%RivnSkiet+3% Nflx+6%;Ccl達航美航+3%;中概:Jd騰訊-5%Wb-4% ---- 7/17.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii-4%;中股能源車跌德方納米-8%國軒科-7%美能源衝Enph+7% Btc$30.2kTnx3.824%費2.3%羅+1% 納+0.9% 標+0.4%道+0.2% Eem+0.1%Hxc-0.2%Uso-1.3% ;台台店+0.3%滬-0.9%深-0.6%韓-0.4% Evb:On+5%NvtsSedgWolf+4%Nxpi+3%F-6%RivnSsdiGm-3% Semi:Intc+4%KlacLrcxSwks+3%GfsNvdaAmdAmat+2% Fi:WfcAig+3%Jpm+2% Vz-8%Dis-3%Ccl+3% ----- 7/14.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii+10%;能源車鍊半導體跌Nvts-6%原物料續跌美鋁-6% Btc$30.4kTnx3.819Uso-2.3%Hxc-2.2 %費-1.2%羅-1.1% Eem-0.6%納-0.2%標-0.1%道+0.3%;台店+1.6%韓+1.4%台+1.3%港+0.3%國企+0.2%滬0%日深-0.1%Eric-12% Semi:Syna-5%Mrvl-3%SwksIntc-2%; Evb:Wolf-4%GnrcAlbRivn-3%Pfm+3% U-5%;Glw-6%Mrna-4%Ccl-3%Unh-7% 原物料:美鋁-6% XomCop-3% ---- 7/13.JL世股摘:Cpi緩游資氾濫炒指飆比特幣噴Btc$31.5k;續炒AI泡: Fii+10%Smci+6%Nvda+5%創高台AI股噴,中股原物料狗熊翻德方納米+7%國企港Hxc+2.6 %Tnx3.761費+2% Uso+1.8%納+1.6% Eem+1.3%標羅0.9%道+0.2%;深+1.6%日+1.5%滬+1.3%韓台0.6%台店-0.2% Evb:Ssdi+4%LgcIfnnyStmNvtsWolfOn+3% Semi:MrvlSynaAsmlQcom+4%AmatLrcx+3%; Goog+4%U+7% 中概:Jd+6%阿里+3%;原物料:美鋁+5%Fcx+4% ----- 7/12.JL世股摘:Cpi緩市場期待續游資氾濫炒AI或能源車鍊泡續台AI股續噴,中股原物料狗熊翻Hxc+3.3%Eem+2.2% Tnx3.861Btc$30.3k費+1.9%Uso+ 1.3%納1.2%羅1.1%標+0.7%道+0.3%;國企+1.3%港1.1%韓+0.5%台0.4%深-1滬-0.8%台店-0.4%日-0.8% Evb:Ebm-5%SkietLges-3%Stm+5%RivnIfnny+4% Semi:Nvda+4%AmdTsmAsml+3%;Meta+4% 中概:Wb+5%百度+4%Fii-7%紫光-6% ----- 7/11.JL世股摘:市場慢拍者期待續游資氾濫炒AI或能源車鍊泡沫(台韓股得利),但盤面蜀中無大將,唯落後元宇宙任先鋒補漲U+10%Snap+8% Tnx3.98Btc$30.6kUso+2.3%Hxc+1.6%羅Eem+1% 道+0.9%標+0.7%納0.6%費+0.1%;韓+1.7%台+1.5%國企港+1%深+0.8%滬+0.6%台店+0.5%日0% ------ 7/10.JL世股摘:美股游資氾濫續炒股:AI半導體續衝AvgoSwks+4%;政策救市中能源車鍊狗熊翻續:當升億緯鋰德方納米+4%寧德時代天賜天齊鋰+3% Tnx4.006Btc$30.4k 費+2.1%羅+1.6% Hxc+1.2%道+0.6%標納0.2%Eem0.1% Uso-0.5%;國企港+0.6%深+0.5%滬+0.2%日-0.6%台店-0.4%韓-0.2% 台-0.1% AI:Smci+4%Goog-3%;Semi:SynaGfsIntcMu+3% Evb:Nio+8%Enph+6%RivnNxpiOnTxn+3%;Tol+3% ---- 7/7.JL世股摘:AI台股續噴光纖組裝與補漲機殼壓縮機;新布局能源車Rivn+14%Sldp13 %Wolf+8%Pfm+7% 大狗熊翻中股原料循環阿里+8%Hxc+3.2% Uso+2.2% Tnx4.05Btc$30.3k羅+1.2% Eem+1.1% 費0%納-0.1%標-0.3%道-0.6%;台店-1.3%日韓 -1.2% 國企-1.1%港0.9%深-0.7%台-0.6%滬-0.3% Smci+4%;Syna+3% Ebv:Byd-3%Alb+4% 原物料:美鋁+5%美鋼+4% 7/5.JL世股摘:作完帳憧憬財報會:半導體修正 Btc$30.4kTnx3.945 費-2.2%EemHxc-0.6%羅-1.3%納-0.2%道-0.4%標-0.2% Uso+2%Epol-4%;國企-1.9%港-1.6%深-0.9%韓-0.7%滬台-0.5%日-0.3%台店0.1% Ebv:Wolf+11%RivnNvts+4%Ebm+3%Gnrc-8%OnGgr-4%StmIfnny-3% Semi:Swks-4%KlacLrcxSynaIntcMu-3%AsmlQcomAmatGfsTsm-2% 原物料:美鋼-5%Fcx-4%;中芯-3%;U-4%;Meta+3% ---- 7/4.JL世股摘:財報會前壓賭與觀望Btc$30.8kTnx3.858Hxc+2.1%Eem+1.1%美國慶休;港+0.6%深+0.4%台國企+0.3%台店0.2%滬0韓-0.4%日-1% Ebv:Ebm+4%容百-3% ------ 7/3.JL世股摘:憧憬財報會:能源車售佳供應鏈股價鍊噴,台股續憧憬噴AI鏈夢 Rivn+17%TslaSsdi+7%Ebm德方納米+6%Pfm+5%狗熊翻中概:東方外海+6%百度+5%JdNio+4% Btc$31.1kTnx3.858Hxc+2.1%Eem+1.1%費0.8%羅+0.4%納+0.2%標0%道0Uso-0.3%;國企+2.6%港+2.1%日+1.7%韓+1.5% 滬+1.3%台+1%台店0.8% Ebv:BydLgcLges+4%LitAlbSki+3% Semi:Mrvl+3%Tsm+2%;Fii-3% ------ 6/30.JL世股摘:作帳衝巨星:Ccl+10%SmciFii+6%Nvda+4%Skiet+7%Nvts+6%;狗熊翻德方納米+20% Ggr+8%容百天齊鋰+5%; 拉科技巨頭衝指數: Aapl+2.3%AmznMeta+1.9%Msft+1.6%;Nflx+3% Btc$30.4kTnx3.819費+1.6%納1.5%標1.2%Hxc +1%Uso0.9%Eem道+0.8%Gld+0.7%羅+0.4%;深+1%韓滬台店0.6%日+ 0.1%台0國企0%港-0.1% Ebv:Sedg+6%Enph+5%RivnIfnny當升+4%Ebm寧德時代+3% ------ 6/29.JL世股摘:作帳尾:巨星Fii+4%;狗熊翻Rivn+9% 補漲Fi:Wfc+5%Gs Jpm+3%踹狗熊中股百度-5Jd-4%; Btc$30.5kTnx3.854羅+1.2%道+0.8%Uso+0.7%標+0.5%費+0.1%納0%Eem-0.5%Hxc-1.6%;日+0.1%台店+0.9%台0國企-1.5%港-1.2%滬-0.2%深-0.1%韓-0.6%;Eric+4% Semi:Mu-4%Mrvl-3% ----- 6/28.JL世股摘:作帳尾雙巴:巨星Ccl+8%Smci+4%;結帳電池鏈:Lgc-6% EbmL&F-5%SkiPfmAlb-4%大停損紫光-10% Btc$30.2kTnx3.712Uso+2%羅+0.5%納0.2%標0%道- 0.2%Eem-0.6%Hxc費-0.9%;日+2%台店+0.4%台國企0.3 %港+0.1%滬0深- 0.5%韓-0.7%; Evb:Wolf-4%SsdiLges-3%RivnNvts+5%;Fcx-3% Mtv:U+4%Nflx+3% ----- 6/27.JL世股摘:作帳尾雙巴:巨星Evb:Wolf+11% Gnrc+9%TslaNxpiNvtsTxnOn +4%;觀旅Ccl+9%達航7%美航6%AI:Smci+4%; Semi:MrvlGfsAmatLrcx+5%狗熊翻:U+15%Rblx7%; 中股Nio+11% Hxc+3.7% Btc$30.7kTnx3.768 費+3.6%納+1.7% 羅1.5%Vnq標1.2% Eem1%道0.6% Uso-2.3%;國企+2.1%港+1.9%滬+1.2%深+1%韓0日台店-0.5台-1%; Semi:SynaAsmlKlac+4%NvdaAmdAvgoSwks3% 中概:中芯+4%百度京東阿里騰訊+3%;Tol+3% 東方外海+3%;Meta+3% ---- 6/26.JL世股摘:分析師提早結帳巨星降評:Tsla-6% Ski-6%Skiet-5%AI:FII-6%Nvda-4%Meta-4%谷歌-3%暑假股:Ccl-8% Btc$30.3kTnx3.719Vnq+2.3%Uso+0.5%Eem費+0.3% Hxc+0.2%羅+0.1%道0標-0.5%納-1.2%;深-1.7%滬-1.5%台台店-0.8%港-0.5%國企-0.4%日-0.3%韓+0.5%; Evb:Wolf-3%恩捷+8%;Fcx美鋼+2%;東方外海+4% Semi:Gfs+4%QcomAmatSwks+3%;Bby+3%Nke+2%;Snap+4% ----- 6/23.JL世股摘:作帳AI巨星結帳Smci-5%續踹狗熊中概:NioJd-5%Hxc -2.7% Btc$30.6kTnx3.739費-1.8%Eem-1.5%Vnq羅-1.4%納-1%道-0.7 %Uso-0.2%;港恆國企-1.7%日-1.5%韓-0.9%;FcxBhp-3% Evb:Wolf-5%RivnIfnny-4%BydStmAlbNxpiTxn-3%Skiet+4%Gnrc+3% Semi:GfsAsmlQcom-3%Nvda-2%;Rblx-3%; ----- 6/22.JL世股摘:作帳AI巨星Tsla+2%被倒Smci+3% Btc$30kTnx3.799納+1% 費+0.6%Hxc道-0.1 %Eem-0.4%羅-0.8 %Gld-1%Vnq-1.4%Uso-3.9%;韓+0.4%日-0.9% Evb:Gnrc-5%SkietQs-4%RivnEnphSedg-3%Wolf+3%;波音-3% Semi:LrcxKlac+2% Mtv:AmznSnap+4%GoogMsft+2%;美鋁-4% Fi:MsBacJpm-2% ------ 6/21.JL世股摘:比特幣$30.2k+11%,AI巨星結帳AmdFii-6% Tsla-5%,續踹狗熊Rivn-7%Intc-6% Tnx3.723費-2.7% Hxc納-1.2%Eem標-0.5% 道-0.3%羅-0.2% Uso+1.8%;深國企-2.2%港-2%台滬-1.3%韓-0.9%台店-0.3%台0.1%日0.6% Evb:L&F- 3%NvtsWolf StmTxn-2%Skiet+3%; 中概:Jd-5%阿里-4% Semi:Gfs-4%MrvlQcomSwks-3%TsmNvda-2% Mtv:Rblx-8%U-6%CrmSnap-3%Nflx-2% ------ 6/20.JL世股摘:作帳AI巨星續衝Tsla+5%Nvda+3%也結帳Smci-4%,作帳續踹狗熊Intc-4%中概股原物料Hxc -5%Jd-7%紫光Wb- 6 %,能源大震Gnrc +8%Sedg-8%Enph-5% Btc$26.8kTnx3.79 Eem-2%Vnq-1.2%Gld-1%費道Uso-0.7%羅標-0.5%納-0.2%;國企-1.8%港-1.5%台滬-0.5%韓台店- 0.2%日0.1%深+0.3% Evb:天齊-5%NvtsTm-4% WolfGm-3%Rivn+4%; 原物料:美鋁-4%Cop -3%;U-6%;波音-3% -------- 6/19.JL世股摘,中股政策盤後續力弱,期待更多,美股資金撤巨星科技轉狗熊 Btc$26.4k;日-1%國企-0.8%港韓-0.6%滬-0.5%台店-0.2%台-0.1%台店0.1% Evb:Lges-5%恩捷-4%容百L&F-3%; 中概:紫光+4%茅台酒-3%; ----- 6/16.JL世股摘:作帳補漲狗熊翻康寧+6%,結帳巨星Smci-5%Amd-3%Nflx-3% Btc$26.3kTnx3.769Uso+1.5%Hxc-1.1%費-0.9%納羅-0.7%標-0.4% Eem道-0.3%;港深+1.1%國企0.9%韓日0.7%滬0.6%台店-0.2%台-0.3% Evb:L&F+4%EbmLgc+3%Wolf-3%;中概:紫光+4%聯想阿里+3%Nio-4%; ---- 6/15.JL世股摘:美股作帳衝科技指數重磅微軟面攤+3%,中政策救市超級無敵大狗熊中電池鏈啟翻:寧德時代億緯鋰+8%國軒天賜+7%恩捷+6%Btc$25.6k Tnx3.742Uso+2.6%Hxc2.1%道+1.3%標1.2%納+1.2% Eem0.9%羅0.8% Gld0.7%費-0.9%;國企3%港+2.2%深1.8%滬0.7%台0.6%台店+0.3%日-0.1%韓-0.4 %Ggr-4% 中概:Nio+8%Jd阿里+5%; 消旅:CclBby+3% Evb:當升德方納米+ 5%容百Byd+4%贛鋒鋰天齊鋰Rivn+3%Nvts-4% Wolf-3% Semi:AmdSyna-2% ----- 6/14.JL世股摘:央爸如預期不升息,作帳:衝巨星Nvda+5%Avgo+4%狗熊翻Intc+5%韓飆股巨星電池鏈提早結帳: Ebm-10% L&F-9%Pfm-5% Btc$26kTnx3.788Hxc2.3%費+1.5%Eem0.7%納0.4%標0.1%Uso- 0.5%道-0.7%羅 -1.2%;日+1.5%台0.1%深+0.3%滬 -0.1%台店-0.3%港國企-0.6%韓-0.7% Evb:RivnSedgGnrc德方納米-4%LgesWolf-3% 中概:Li+7%;U+6%; Nke+6%;Amd+2% ------ 6/13.JL世股摘:央爸會股續通膨緩,佈道會不佳Amd-4%;作帳:續衝巨星日美股與NvdaTsla+4%作帳漫延狗熊翻中概原物料Qs+14%Rivn+9% WolfTm美鋼+6%銅Fxc美鋁+5%Uso +3.2%;中概:百度聯想Nio+6%中芯+5%; Btc$26kTnx3.839 Hxc2.2%費羅1.2% Eem1%納0.8%標+0.7%道0.4%;日+1.8%台+1.5%台店+1.3%深+0.8%港0.6%國企0.5%韓0.3%滬+0.2% Evb:EbmAlbGnrc+5%Nxpi+4%Skiet-4%德方納米-3%;Cat+3%;海力士+4% Bnt+5%Mrna+4%;Ccl+4%德航+4%;U +7%,Smci-6% ----- 6/12.JL世股摘:作帳衝巨星半導體:AvgoIntc Nvts+6%Gfs+5%TsmSyna+4%費半+3.3%Ccl+13% Btc$25.9kTnx3.765納+1.5%標+0.9%道+0.6%羅0.4%Eem0.2%Hxc-0.1%Uso-4.3%;深0.7%日+0.5%台0.4%韓台店-0.5港0.1%滬國企-0.1% Evb:Skiet+5%StmL&F+4%WolfIfnny+3% Semi:AmdMrvlAmatQcomMu+3%;Amzn+3% 中概:Nio+9%;美航+4% ------ 6/9.JL世股摘:作帳衝巨星Tsla+4%日股+2%狗熊翻海力士+5%新品會前先衝 Amd+3%Btc$26.7kTnx3.765Eem+0.5%費+0.3%納+0.2%Hxc+0.3% 道標0.1%Uso羅 -0.8%;韓台店+1.2%台0.9%滬0.5%港0.3%深0.1%國企0% Evb:Gm+4%SkietLgesF+3%Enph-4%;Glw+3% Semi:TsmAmd+3%;Smci+3%;NflxCrm+3% 中概:紫光+6%Wb-3% -------- 6/8.JL世股摘:作帳衝巨星熊翻:Smci+ 6%Tsla+5%東方外海+5%Btc$26.5k Tnx3.714Hxc+1.6%Gld+1.3%費+1.1%納+1% Eem+0.7%標+0.6%道0.5%羅-0.4%Uso-1.9% ;台台店-1.1%日-0.9%韓-0.2%滬0.5%港0.3%深+0.1%國企0% Evb:Wolf+4%StmNvts+3%SkietL&F-4%;Amzn+3% Semi:NvdaAmd+3%Mu-3%;Ba+3% ---- 6/7.JL世股摘:元宇宙股崩電池供應鏈韓大漲中大跌小股補漲羅+1.8% Btc$26.4kTnx3.784 Uso+1.4%道0.3%納-1.3%Hxc-0.9%Eem標-0.4%費-0.3%;台店+1.3%台國企1%港0.8%滬0.1%深-0.6%日-1.8% 元宇宙:AmznGoog -4%Rblx-7%MsftMetaCrmSnapU-3% Evb:EbmL&FF+5% GnrcWolf+4%LgcSkiSsdiAlbGm+3%德方納米-6%寧德Rivn-5%Skiet-4% Semi:Amd-5%Nvda-3%Gfs+3%;Gs+3%;Cat+4%; 原物料:Ip+4%Cop +3%;東方外海+3% ---- 6/6.JL世股摘:中小股指羅指補漲羅+2.7%Amd+5%比特幣中概股彈Hxc+3.8%Btc$27.2k+6%Tnx3.699Eem+0.9% 費+1.3%納+0.4%標+0.2%道0Uso-0.4%;日+0.9%台0.3%國企0.2%台店-0.4%港-0.1%滬-1.2%深-1.6% Semi:Intc+4%Qcom+3%;Ccl+4% Evb:Gnrc+4%AlbGmNxpiOn+3%天齊-4%;Tol+5% 中概:Li+6%百度+4% Fi:MsAig+3%Bac+2% ---- 6/5.JL世股摘:電腦展後運力股回吐中股熊翻未續日經衝+2.2%加密幣回Btc$25.7k-5%Tnx3.693 費-1.6%羅-1.3%道 -0.6%Hxc-0.5%Uso標- 0.2%納-0.1% Eem0;台店+0.9%港0.8 %國企0.6%韓+0.5 %台+0.1%深-0.5% Semi:Intc-5%SynaGfsMrvl-4%Qcom-3%;Hpq-4% Evb:寧德-4% NxpiTxn-3%松下+5%Enph+3% 中概:中芯+6%;U+17% ----- 6/2.JL世股摘:電腦展尾聲輪中概原物料狗熊噴電池鏈噴債限假議題解美股噴: 國企+4.5%港恆+4% 美鋁+7%美鋼+6%Fcx+5% CatSkiet天齊+8% Alb+7%華友鈷+6%LgcByd+5% Tnx3.691Btc$27.2k羅+3.6%Hxc+ 2.9% Uso+2.6%道+2.1% Eem+1.7%標+1.5%納+1.1%;台店0.7%深+1.5%韓+1.3%日台+1.2% 中概:阿里Jd +7% 騰訊+6%;Avgo+3% 原物料:Bhp+4%Cvx+3% Fi:WfcBacMsAig+3% Evb:Pfm松下TmGm+4%Tsla+3% ------- 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % ----- 5/25.電腦展魚尾恐慌趕頂Nv財報噴半導體AI泡泡,提款機:能源公用中概重磅股:費+6.8%Nvda+27% Smci+23%Tsm+12%Amd+11%Mrvl+8%AsmlAvgo+7%Tnx3.814Btc$26.5k 納+1.7%標0.9%道-0.1% Eem-0.2%羅-0.7% Gld-1%Hxc-2.2%Uso-2.4%;國企-2.2%港-1.9%韓-0.5%深台店-0.2%滬-0.1%日0.4%台0.8% Semi:AmatKlac+6%Mu+5%Intc-6%;Msft+4% 消旅:BbyCcl+3%達航+4%Mrna-4%;Tol+5% Evb:Byd-5%德方納米-4%AlbL&F-3% 中概:WbNio-5% Jd-4%騰訊阿里-3%中芯+6% ----- 5/24.電腦展股盤後先噴Nvda+25%;債限續震中股原物料銅車概股金融股疫情股走跌Nvts-21% StmIfnnyNxpi-5% Fcx銅-4%Mrna-4% Btc$26.3kTnx3.719 Uso+1.2%Hxc-2.2%費-1.7%羅-1.2%道EemGld-0.8%標-0.7%納-0.6%羅-0.4%;國企-1.9%港-1.6%滬-1.3%日-0.9%深-0.8%台店-0.3%台-0.2%韓0 中概:Nio-9%聯想-8% Evb:Sldp-4%OnQs恩捷GmF-3% 原物料:Bhp美鋁-4% Semi:SynaGfs-3% 疫苗:MrnaBnt-4% 觀旅:Ccl達航-3% ---- 5/23.債限續震電池鏈續衝L&F+5%Alb+4%Wolf+8%疫情Mrna +9%Bntx+8% Btc$27.2kTnx3.698 Uso+1.5%Hxc-2.4%Eem-1.6%納-1.3%費-1.2%標-1.1%道-0.7%羅-0.4%;滬-1.5%國企-1.4%港-1.3%深-1%日-0.4%台0韓0.4%台店0.9% Evb:Nvts+4%PfmLgcEbmLges+3%Sedg-3% Semi:Intc-3%Asml-2% 中概:Wb-4%百度-3%中芯-6%;Aig+3%;U-6% 原物料:Cvx+3%Fcx-3% --- 5/22.鋰新創電池噴Sldp+18%Qs+12% 韓電池鏈衝電腦展股中概股振債務上限假議題Btc$26.9kTnx3.719Hxc+2.1%羅+1.2%Eem+0.8%納+0.5%費0.4%標Uso0道-0.4%;日+0.9%國企+1.5%港+1.2%台店0.9%韓0.8%滬0.4%深0.3%台0Evb:Nvts+8%Rivn+6%L&F+6%TslaWolfSkiet+5%Ebm+4%Gnrc+4%Byd+3% 中概:Nio+8%茅台酒+3%;Pfe+5%;Semi:AmdMrvl+2%Mu-3% ---- 5/19.債務上限假議題振Btc$26.9kTnx3.705Hxc-0.8%費羅-0.6%道-0.3%納Uso-0.2%標-0.1%Eem+0.1%Gld+1%Hxc-3.5%;日+0.8%國企-1.8%台+1.1%港-1.2%韓+0.9%滬+0.4%台店+0.3%深-0.1%Evb:L&F-6%GnrcSki-3%;Mtv:Rblx-5%U-4% 中概:阿里-6%Jd-5%; 消旅:NkeBbyCcl-3%
------- 5/16.電腦展新品股衝金價比特幣原料能源跌Smci+6%Amd+4% Nvts+20%Ggr-5%Btc$27kTnx3.549Vnq-2.5%羅-1.4%Gld-1.3%道-1%EemUso-0.7%標-0.6%Hxc-0.5%納-0.2%費-0.1%深-0.7%滬-0.6%韓港0%國企+0.1%日+0.7%台+1%台店+1.3% Evb:EnphWolf-5%GnrcSedg-4%RivnF-3%;Swks-3% 中概:Jd百度+4%Nio-4% Mv:U-5%Goog+3% Cm:FcxBhpXomCvxCopAaX-2%;NkeBby-3% ----- 5/15.中股彈小寬鬆,電腦展股衝大狗熊翻:汽車電池鏈與記憶體:贛鋒鋰+9%天齊鋰+10%德方納米+7%Alb+6%Mu+5% Btc$27.5kTnx3.506Hxc+3.6%Uso+2.1%費+2%羅+1%納+0.5%標0.2%道0.1%;深+1.6%港恆國企+1.8%深+1.6%滬+1.2%日+0.8%韓+0.2%台店-1%台-0.2%Ggr+4% Evb:Nvts+8%Wolf+6%億緯鋰天賜+5%恩捷中偉華友鈷Gnrc+4%Lit Sedg+3% 中概:百度Wb+6%騰訊+4%; Ccl+5% ;Wfc+3% Semi:Mu+5%MrvlLrcx+4%AmatSynaKlac+3% Cm:Aa+4%Fcx+3% ---- 5/12.雙巴盤U-9% Btc$27k Tnx3.463 Hxc-2.9%Uso-1.9% Eem-1.2%納-0.4% 費標羅-0.2%道-0%; 深-1.2%滬 -1.1%港韓-0.6%國企-0.5% 台-0.1%台店+0.6% 日+0.9% Evb:Rivn-7%Skie華友鈷-3%Tsla-2% L&F+3%Enph+4%;Ccl-4% 中概:Jd+7%Nio-6% ---- 5/11.續狗熊翻電池鏈德方納米+10%銅續大跌Fcx-5%Dis-9%Btc$27k Tnx3.397Uso-1.8%Gld-0.9%羅-0.8%道-0.7% 費-0.6%Eem-0.4%標-0.2%納+0.2% Hxc+3.8%;台店 -2.1%台-0.8%滬 -0.3%韓-0.2%港-0.1%日深0國企0.2% Mtv:U+13%Goog+4% Evb:EbmL&F-4%NvtsWolfLgc-3%寧德天齊鋰+3%國軒+5%松下+6% Semi:Intc-4%Syna-3%Mu+3%;Bhp-3% 中概:百度阿里LiNio+4% ---- 5/10.鋰續大狗熊翻:天齊鋰+11%Btc$28.2k Tnx3.439費納+1%羅+0.6%標+0.5%Hxc+0.4% Uso-0.7%Eem道-0.1%;國企-0.8%港-0.5%滬-1.2%台-0.6%韓-0.5%日-0.4%台店0深+0.1% Mtv科技巨頭:Rblx+ 7%Snap+5%Goog+4% Evb:天賜+6%當升+4%Sedg寧德時代+3%Ski-5%Pfm-3% Semi:Klac+3%AmdAsml+2%;銅Fcx-3% 中概:紫光-3%Li+14% ---- 5/9.鋰狗熊翻Alb+5% Btc$27.6kTnx3.521 Hxc-2.2%費-1.9% Eem納-0.6%標-0.5%羅-0.3%道-0.2%Gld+0.7%Uso+1%;國企-2.4%港-2.1%台店-1.4%滬-1.1%深-0.9%韓-0.1%台+0.1%日+1% Evb:Enph德方納米容百中偉當升恩捷 -3%EbmL&F-2%Ggr-5% Semi:Gfs-9%Swks-5% 中概:紫光-7%Wb騰訊-4%阿里-3% ------ 5/8.雙巴盤Amd+6% Btc$27.6kTnx3.521Uso+2%費+0.6%納+0.2%標Eem+0.1%Hxc-0.1%道-0.2%羅-0.3%;滬+1.8%國企+1.5%港+1.2%台韓+0.5%深+0.4%台店+0 Evb:Pfm-5%EbmGnrc-3%Nvts+6%AlbSki+3% 觀旅:Ccl+6%美航+4% Mtv:U+7%Nflx+3+ 中概:紫光4%Li+3% ----
5/5.能源車半導體金融蘋果油原料觀旅領彈輪衝科技重磅股NvtsAig+8%Ccl+7%Tsla+6%AaplGnrc+5%Uso+3.8% Btc$29.5kTnx3.446羅+ 2.4%納費+2.3%標+1.9 %Eem+1.3%Hxc+1%Gld-1.6%;國企+1.2%港+0.5 %台店+0.3%台+0.1%深-0.8%滬-0.5% Evb:Gm+5%SedgOnF+4%StmTxnEnphLit+3% Semi:NvdaAmdMrvl+4%SynaLrcxAvgoKlac+3%觀旅:Dis美航達航+3% Mtv:U+7%Aapl+5%Snap+4%;中概:紫光中芯-3%Cm:Bhp+5%FcxBpAaXomX+3%;Fi:Wfc+3% -----
5/4.金融股續跌雙巴Amd+6%Btc$28.9kTnx3.35羅-1.2%道-0.9%標-0.7%UsoGld+0.7%費納-0.5%Eem+0.8%Hxc+1.8%;國企+2%港+1.3%滬+0.8%台店+0.5%台+0.4%韓0深-0.6%Evb:SedgWolf+7%Gnrc-5%StmIfnny德方納米-3% Fi:Wfc-4%AigBacMs-3% 中概:Nio+6%Li+5% 觀旅:DisDal-3% Semi:Syna-16%Qcom-6%Swks-3% Cm:X-4%Fcx-3% -----
5/3.油續跌比特幣強 Smci+24%Gnrc+12%Uso-4.4%Btc$29.2kTnx3.403費-1.3%道-0.8%標-0.7%納-0.5%HxcEem-0.2%羅+0.4%;國企-1.4%港-1.2%韓 -0.9%台店台-0.5% Evb:Skit+6%Nvts+4%Enph+3%Ebm-7%Wolf-5%LgesL&F-4%Lgc-3% Semi:Amd-9%Qcom-3%Intc+3%;紫光-3%原料:美鋼-4%Cop-3% ----
5/2.油領原料股能源股崩區域銀Pmi差中概大跌Uso-5.3%EnphSedg-5%Hxc-3.6%Btc$28.6kTnx3.439羅-2.1%標-1.2%納道-1.1%Eem-1%費-0.8%Gld+1.9%;台店+1.5%韓+0.9%台+0.4%港+0.2%日+0.1%國企-0.3%Cm:Bp-9%CvxAaXomCop-4%IpFcx-3% Fi:Wfc-4%Bac-3%Evb:Pfm+5%SkiNxpi+4%:天齊鋰+6%;Avgo-4% 中概:NioWbYy -5%Li-4% Mtv:U-6%RblxSnap-5% ----
5/1.作完帳比特幣等拉回,期待升息尾 Btc$28.1k-4%Tnx3.574Ggr-3%Uso-1.4% 費+0.8%Hxc+0.4%羅0%標納道-0.1% Eem-0.3%; Evb:Qs-7%Alb-4% Sedg-3%On+9% Semi:Nvda+4%Qcom+3%Mu-3%Intc-2% Mtv:Amzn-3%;Xom-3%;Fi:Ms-2%Jpm-2%;Ccl+3% ----- 4/28.結帳拉抬後等升息 Btc$29.3k+3%Tnx3.452 Uso+2.6%費+1.8% Hxc+1.7%羅+1%標道+0.8%納+0.7% Eem+0.5%;台店+1.6%日+1.4%台滬深+1.1%國企+0.4%港+0.3%韓+0.2% 中概:紫光+7%中芯+4% 觀旅:美航+6%Ccl達航Dis+3% Evb:TslaGnrcOn+3%Ski-3%L&F-4%恩捷華友鈷德方納米-5% Semi:IntcMu+4%Qcom+3% Mtv:Snap-17%Amzn-4% ----- 4/27.作帳衝重磅科技股比特幣/電池豬頭盤鋰打底Wolf-20%Meta+14%Ebm+11%Gnrc+7%Epol+5% Btc$29.5k+3%Tnx3.528納+2.4%標+2%Hxc+1.7% 道+1.6%Eem+1.4%羅+1.2%Uso+0.6%;滬+0.7%台店+0.5%韓港+0.4%深國企+0.3%台日+0.2% 作帳重磅科技股: Amzn+5%Goog+4%MsftAapl+3% Evb:L&FRivn+5%TslaSedhLges+4%Alb贛鋒鋰+3%Stm -7%On-5%Nvts德方納米-4% 中概:紫光-5%NioLi+4% Semi:Klac+8%Lrcx+4%Asml+3%Syna-3% Fi:Aig+3%MsTrv+2%;XhbTol+3%;Vz:+5%;Cat-3% 國際紙業-4% ----- 4/26.作帳尾雙巴盤續: 億緯鋰能+11% Msft+7%Enph-26% Btc$29.4kTnx3.432 Uso-3.3%Hxc+1%費Eem+0.6%納+0.5%標-0.4%道-0.7%羅-0.9%;國企+0.8%港+0.7%深+0.3%;台店+0.1%台0%滬-0% 韓-0.2%日-0.7% Evb:華友鈷天賜+7%德方納米恩捷+6%中衛寧德時代+5%當升容百+4% AlbStm贛鋒鋰+3% TslaEbmPfmBydL&F-4%Gnrc-9%Sedg-10% Semi:Mu+5%MrvlNvdaAmd+3% 中概:紫光-10%Wb-4% 軍工:RtxLmt-3% ----- 4/25.小飆股參墓碑:德方納米-15%Nvts-12%費-3.4%Uso-2.4%Hxc-3.1%Btc$28.3kTnx3.396羅-2.4%納-2Eem-1.9%標-1.6%道-1%;台店-2.5%國企-2%港-1.7%台-1.6%深- 1.5%韓-1.4%滬-0.3% 日+0.1% Evb:贛鋒鋰天齊鋰-8%華友鈷Ebm SkietWolf-6% 中偉當升恩捷OnL&F-5 %PfmAlbTxnGm天賜 容百-4%SsdiIfnny LitStm-3% 原料:美鋁-6%Fcx國際紙-5%美鋼-4% 中概:中芯-6%百度Nio-5% Semi:Mrvl-5%AmdSwksGfsSynaKlac-4%AsmlNvdaTsmQcomLrcx-3% Mv:U-5%Rblx-4%Amzn-3%;Fi:Db-6%Bac-3% 旅消:Tgt美航-4%Ccl達航-3% ---- 4/24.基金半年報結帳尾 Btc$27.5kTnx3.515Hxc-2.4%費-0.5%納-0.3%Eem羅-0.2%標0.1%道0.2% Uso+1.5%;台店+0.8%台+0.2%日+0.1%國企-0.5%港-0.6%韓-0.8% 滬深-0.8%Ggr-4% Evb:Alb+6%Byd+4%F+3%華友鈷-7%Nvts-6% L&F-5%Pc德方納米天齊鋰-4%容百中偉-3% Semi:Mu-3%Intc-2% ---- 4/21.比特幣電池鍊續跌法人尾拉平Tsm-4%Alb-10% Btc$27.3kTnx3.57Hxc-1.8%Gld-1%Eem-0.9%費-0.8%納羅標道+0.1% Uso+0.9%;深-2.5%台店-2.2%滬-2%國企-1.9%港-1.6%台韓-0.7%日-0.3% Evb:EbmPc-7%Lgc-4%BydLit-3%;Amzn+3% 中概:中芯-9%紫光-5% 原料:美鋁-6%Fcx-4%美鋼Bhp-3% ----- 4/20.特斯拉毛率股價崩電池鍊崩半導體設備彈Tsla-10%Uso-2.5% Btc$28.3kTnx3.545Hxc-1.5%納-0.8%標-0.6%羅-0.5%道-0.3% Eem-0.2%費0 Gld0.4%;日+ 0.2% 國企港+0.1%滬-0.2%台深-0.4%韓-0.5%台店-1.9% Evb:Skiet-9%L&F-8%天齊鋰-6%Alb Rivn德方納米-5% RivnStmGm寧德時代恩捷天賜國 軒-4%OnIfnny-3% 中概:紫光+7%中芯+6%NioLi-6% Semi:Lrcx+7%AamtKlac+4%Tsm+2%Mrvl-4%Nvda-3%;Snap-8%;Vz-4% 觀消:Ccl-5%達航-4% --- 4/19.連日開低走平雙巴盤續韓電池鍊飆鎖碼股續輪噴比特幣轉跌Ggr+5.7% Btc$28.7k-5%Tnx3.602Uso-2%Hxc-1.7%費Eem -1%Gld-0.5%道 -0.2%納標0羅+0.2%;國企-1.6%港 -1.4%滬-0.7%台深- 0.6%日-0.2%韓0.2 %台店0.1% Evb:Skiet+11%Pc+8%L&F+4%Rivn-5%Lgc-4%恩捷On -3% 中概:Nio-7%JdLi-3% Semi:AsmlMrvlKlac-3%F-4%;Nflx-3%;Fi:Trv+6% ----- 4/13.Ppi後續預期利率到頂美元續回非美元幣股美指權值股比特幣黃金續強,Btc$30.4k納+2% Tnx3.452Hxc+1.6%EemGld+1.4%Eza+4.1%Ewy+3%羅標+1.3%道+1.1%費+0.7%Uso-0.9%;韓+0.4%日+0.3%港+ 0.2%國企+0.1%滬- 0.3%台店-0.5%台-0.8%深-0.9% Evb:Sedg+8%Enph+7%TslaStmLgcIfnny天齊鋰+3%Ebm-3% Gpt:AmznNflx+5%AmznAaplMeta+3% 原料:Fcx+5%美鋁+3%;Lgd+5% Vm:MrnaBnt+3% 中概:紫光-8%中芯-3% ----- 4/12.CPI後美股跌,韓擴廠利多出電池鍊止噴轉跌 Btc$29.9kTnx3.421 Hxc-3.9%費-1.8%納-0.9% 羅Eem-0.7%標-0.4%道-0.1% Uso+1.9%;日+0.6 %台店滬深+0.4%韓台0.1%港-0.9%國企-1.2% Evb:L&F-7%Ebm-6%Ski-5%LgcRivnWolf恩捷德方納米-4%TslaLges-3% 中概:紫光中芯+6%騰訊Nio-5%Jd-4%阿里貴州矛台酒-3%;U-6% 觀旅:美航-9%Ccl Tgt-4 %Bby-3% Semi:TsmSynaAmatQcomMu-3% ----- 4/11.觀望CPI,Btc續望Btc$30.3kTnx3.434 Uso+1.9%羅+0.8% Eem+0.6%道0.4 %Hxc+0.2%標0%納-0.4%費-0.6%;韓+1.4%日+1.1%港國企+0.8%台店0.7%台0.2%深0.1%滬-0.1% Evb:Lgc+7%天齊鋰+6%華友鈷贛鋒鋰Ski+3% 原料:Bhp+4%美鋼Fcx美鋁+32% Cat+2% 中概:Nio+5%中芯-3%百度-4%;Syna-3% Gpt:MsftAmzn-2% ----- 4/10.韓車電池鍊續噴中芯美光噴,Btc比特幣站上$29.1k+4%,Ebm今年+213%,Tnx3.408費+1.8%羅+1%道0.3%Eem標+0.1%納-0%標-0.2% Uso-0.7%Hxc-0.9%;韓+0.9%台店+0.6%日+0.4%台+0.3%滬-0.4%深-1% Evb:Ebm德方納米+14% Ski+8%當升+7%恩捷+6%Lgc+5%天賜+4% PcLgesOnAlbNvts寧德時代Enph+3%天齊鋰-8% 中概:中芯+12%紫光-9%Jd-5%百度-4% Semi:Mu+8%AmdLrcxMrvl+3%;Cat+3% ----- 4/7.復活節假 Tnx3.228Btc$27.9k;韓+1.3%深0.7%滬+0.5%台店+0.4%台日+0.2% Evb:EbmSki+4% ------- 4/6.科巨頭穩Gpt Tnx3.296Btc$28.1kHxc+1.5%納+0.8%Eem標+0.4 %羅+0.1%Uso道0費-0.5%;韓-1.4%日 -1.2%台店-0.4%台 -0.2%滬深0港國企+0.3% Evb:Skiet+7%Ebm+5%Ggr+4%容百+3%Ssdi中偉L&F-4%天齊鋰-3% Semi:Mu海力士+5%Gfs三星電+3%;中芯+8% Gpt:Goog+4%Msft+3% ----- 4/5.GPT爆雷-C3.ai大跌-26% Tnx3.287Btc$28k Hxc-2.7%費-1.8% 納-1.1%羅-1% Eem-0.8%標-0.3%道+0.2%Uso0 Ggr-4%;日-1.7%韓+0.6% Evb:Ssdi+7%Ebm+5%L&F+4%Pc+3%TslaWolfEnph-4%Sedg-5%AlbNvts-6% 中概: Wb-4%LiNio-3% Semi:Gfs-5%AmdKlac-3%SynaTsmLrcx-2% Mtv:SnapU-6%Amzn-3% ---- 4/4.C3.ai盤前大跌 Tnx3.346Btc$28k費羅-1.8%Hxc-1%標道-0.6%納-0.5% UsoEem0Gld+1.9%;國企-0.9港-0.7% 深-0.5%滬+0.5%日+0.4%韓+0.3% Evb:Skiet+13%Gnrc-6%Wolf-5%天齊鋰贛峰鋰中偉AlbL&F-4%EbmSsdOnNxpi寧德時代德方納米-3% 中概:紫光+7%中芯+4%Nio-4% Semi:Syna-5%MuMrvl-4%LrcxSwks-3% 原料:美鋼-6%美鋁Bhp-3%;Cat-5%; Fi:Ms-3%WfcBacTrv-2% ----- 4/3.原油回噴韓特斯拉鍊續噴國債率續跌債價續漲 Tnx3.43Btc$27.9kUso+5.8%Gld道+1%標+0.4% Eem+0.2%羅-0%納-0.3%費Hxc-0.9%;深+1.1%滬+0.7%日+0.5%港+0%韓-0.2%國企-0.4%Ggr-4% Evb:Skiet天齊鋰+7%Pc+6%L&F+5%容百+4%Ebmc贛鋒鋰+3%Tsla-7% WolfEnph-4% 中概:紫光+10%中芯+8%Nio-7%Wb-5 % 原料:Cop+9%Xom +6%Bp+5%Cvx+4% Semi:MrvlSyna-3% Lmt+3%Rtx+3% ----- 3/31.PCE佳衝季底Tnx3.494Btc$28.5k 羅+1.9%納Uso+1.7%標+1.4%道+1.3%費+0.7% Eem-0.2%Hxc-0.7%;韓+1%日+0.9%深+0.8%國企+0.7%港+0.5%滬+0.4%台店+0.2%台+0.1% Mtv:U+11%Rblx+4%SnapGoog+3% Evb:Rivn+8%Tsla+6%L&F+6%Nvts+5%Pc+4%SkiGrnc天齊鋰-4% 中概Jd+5%阿里+4% Semi:Mu-4%;Mrna+4% ------ 3/30.季底韓電池鏈續噴Hxc+2.4%Uso+1.8%Tnx3.551Btc$28k費+1.6% Eem+1% Gld+0.9%納+0.7%標+0.6%道+0.4%羅-0.2%;台店+0.9%滬+0.7%國企港+0.6%台+0.5%韓+0.4%深+0.2%日-0.4%;Eric+6% Evb:Ski+14%Ifnny+6%Skiet+5%BydL&F+3%Ebm-3%;Bhp+3%;東方外海+3% 中概Jd+8%Nio+6 %紫光-5%;Ccl+3% Semi:LrcxAsmlKlac+3% ----- 3/29.季報作帳尾阿里IntcMu大狗熊翻 Btc$28.4k+4%Tnx3.566費+3.3%納+1.8%標+1.4% 羅+1.1%道+1%Hxc+0.6% Eem+0.3%Uso-0.6%;國企+2.2%港+ 2.1%日+1.3%韓台+0.4%深-0.1%滬- 0.2%台店-0.3% Evb:Rivn+10%Nvts+7%EnphSedgWolfGgr恩捷 +5%StmOnEbmGmF+4%BydIfnnyNxpiAlbLit天齊鋰+3% Semi:Intc+8%Mu+7%LrcxMrvl+6%Gfs+5%SynaKlac+4%AsmlAmatQcom+3%Tsm+2% 中概:阿里+12%Nio+7% Mtv:U+5%AmznRblxNflx+3% 旅:Ccl+5%Ua+4%美航達航+3%;Fcx+3%;Aig+3% ----- 3/28.中概反攻季作帳尾 Btc$27.3kTnx3.564Hxc+3.5%Eem+1.4%Gld+0.8%Uso+0.6%羅道-0.1%標-0.2%納-0.5%費-0.9%;港+1.2%韓國企+1.1%日+0.2%台店-1.4%台-0.8%深-0.7%滬-0.2% 中概:Li+7%Wb+5%騰訊百度+4%;Snap-6% Lgd+9%;Ccl+6% Evb:Nvts-6%L&F-3% Semi:AmdGfsLrcx-2% ---- 3/27.韓能源車供應鏈飆油價金融股大彈Btc$27.1k Tnx3.528+4%Ggr+6.5%Uso+5.2%羅+1.1%道+0.6%標+0.2%Hxc費-1.2%Eem-0.9%納-0.5%;國企-2.2%港-1.8%台-0.5%滬-0.4%韓-0.2%日+0.3%台店+0.2%深+0.1% Evb:L&F+11%Nvts+6%Ski+5%On-3% Fi:Bac+5%WfcJpm+3%;Ibm+3%;Bp+3%;Goog-3% 中概:Jd騰訊-4%紫光-3%;Ccl-5% ------- 3/24.能源半導體領回 Btc$27.5kTnx3.38費-1.7%Hxc-0.9% Eem-0.3%納+0.3%道+0.4%標+0.6%羅+0.9%Uso0;港-0.7 %滬國企-0.6%韓- 0.4%日-0.1%台店+0.5%台深+0.3% Evb:L&F+7%Gnrc+4%Nvts-6%IfnnyEbmEnphOn-4%LgcWolfNxpi-3% 中概:聯想+8%百度+4%中芯-4% Semi:LrcxKlac-4%MrvlAmatAsml-3% 3/23.央爸稱升息尾,次日拉高再殺尾中概衝作帳?Btc$28.4kTnx3.406Hxc+2.9%費+2.7%Eem+1.4% 納+1%標+0.3%道+0.2%羅-0.4%Uso-1%;國企+3%港+ 2.3%台+0.7%台店深滬+0.6%韓+0.3%日-0.2% 中概:聯想+11%Wb騰訊+8%紫光+6%阿里+4% Evb:Ebm+10%L&F+4%OnWolfStmIfnnyNxpi+3% Semi:MuMrvl+5%Asml+4%AmatSynaLrcxAmdNvdaIntc+3% Mtv:Nflx+9%SnapU+3%;Ccl+3% ----- 3/22.升息1碼殺尾 Btc$27.3kTnx3.5 羅-2.8%Hxc標-1.7 %納道-1.6%費-0.8 %Eem+0.4%Uso+0.6%;日+1.9 %港+ 1.7%台+1.6%台店+1.5%國企+1.4%韓+1.4%深+0.6%滬+0.3% Fi:Aig-5%WfcBacTrvJpm-3%;Mtv:U-5%RblxNflx-4%Snap-3% Evb:L&F+6%Lges+5%EbmSkietLgc+4%SkiTianqi+3%TslaAlbOnGm-3%WolfGnrcNvta-4% 旅消:Nke-5%美航波音-4% 中概:紫光+5%阿里+3% ----- 3/21.金融股領噴特斯拉元宇宙領反彈 Btc$28.1kTnx3.606UsoHxc+2.4%羅+1.9%納+1.6%標+1.3%道+1% Eem+0.9%費+0.1%;港+1.4%國企+1.3%韓+0.4%台滬+0.6%台店+0.3% 深-0.3% Evb:Nvts+10%Sedg+9%TslaEnph國軒科+8%RvinF+5% AlbGm寧德+4%華友鈷恩捷+3% Mtv:Snap+7%U+6%Goog+4%Amzn+3% 旅消:Ccl+6%Nke+4%達航+3%;Nio+6% Fi:Aig+5%Ms+4%BacWfcJpmGs+3% 原料:美鋁美鋼XomCop+4%Bp+3% Semi:Tsm+3%Amat-3% ----- 3/20.瑞信事件反彈 Btc$27.8kTnx3.81Uso+1.9%道+1.2%羅+1.1%費+1%標+0.9%Eem納+ 0.4%Hxc-1.1%;港-2.7%國企-2.2%日-1.4%韓-0.7%滬-0.5%深-0.3%台-0.2%台店+0.6% Evb:LgcByd-3%天賜+3%Enph+5%;Msft-3% 原料:美鋼+4%Fcx美鋁+3% ;Aig+3%;Nio+6% ---- 3/17.瑞信事件漣漪 Btc$27.2kTnx3.395-5% Gld+3%羅-2.6% Uso -2.3%道-1.2% 標-1.1%納-0.7%Eem-0.6%費-0.5%Hxc-0.3%;國企+2.1%台店+1.7%港+1.3%台+1.5%日+1.2%韓+ 0.8%滬+0.7%深+0.5% Evb:Enph-9%Ebm-7% SedgPcL&F-6%LgesLgc NvtsGmF-4%容百+4% Fi:Aig-6%WfcTrvBacJpmGs-4%Ms-3%;Ccl-5% Mtv:Meta-5%SnapRblx-4%;中芯+10%百度+6% --- 3/16.央行救市瑞信+19%比特幣半導體納指權值股領衝作帳Btc$25kGgr+5% Tnx3.585費+4.1% Hxc納+2.5%法+2%標+1.8%德+1.6%羅Eem+1.5%道1.2 %Uso0.1%;港-1.7% 深-1.5%國企-1.2 %滬台-1.1%台店-1 %日-0.8%韓-0.1% Semi:Amd+8%Mrvl+7%LrcxIntc+6%KlacNvdaMu+5%QcomSwksAmatAsml+4%Tsm+4% Mtv:Snap+7%Rblx+6%Goog+5%AmznMsftMeta+4%Nflx+3%;Aig+5% Evb:Pc+12%Nvts+10%L&F+6%NxpiOn+3%Sedg-7%天賜高軒中偉鋰天齊鋰-4%贛鋒鋰-3% 中概:百度+4%NioLi+3%;旅消:CclBa+3% ----- 3/15.瑞信案歐股重挫瑞央行介入,油原物料金融旅消領跌:英-3.8%法-3.6%德-3.3%瑞信-24%瑞銀-9%Uso-4.6%Hxc-2.4% Btc$24.4kTnx3.492-4%Eem羅-1.7%費-1.1%道-0.9%標-0.7%納-0.8%;國企+1.9%港+1.5%韓+1.3%台店+0.7%滬+0.6%深+0.3%台+0.2%日0% 原料:美鋁-11%美鋼-10% Fcx-7%CopBp-6%XomBhp-5%Cvx-4%;Cat-4% Fi:Aig-6%MsJpm-5%GsWfcTrv-3%;旅消:達航-6%美航-5%波音Ccl-4% Evb:Glen-11%Nvts-7%InfnnyAlb-5%OnStmGm-4%EnphSkiLit-3%Ebm+9%Lges+3%;Eric-4% Semi:TsmSynaMrvl-3%;中概:LiBiduWb-3% Mtv:NflxU+3% ----- 3/14.Cpi緩矽谷銀案緩升息比特幣半導體續領噴 Btc$24.8kTnx3.663+4%費+3%羅+1.9%納+2.1% 標+1.7%道+1.1%Hxc +0.6%Eem+0.1%Uso-3.6%;韓-2.6%國企港-2.3%日-2.2%台-1.3%深-1%台店-0.9%滬-0.7% Semi:Amd+7%Nvda+5%LrcxAmatKlacIntc+4%GfsIntcAsmlAvgo+3% Mtv:Meta+7%CrmRblx+4%MsftAmznGoog+3% Fi:Wfc+5%Jpm+3% Evb:TslaOn容百+5% StmNxpiIfnnyWolf+3%PcRivnL&F-4%SkiEbmSkeitLges天齊-3% 中概:中芯+7%阿里-4% --- 3/13.矽谷銀破產金融股價續崩預期升息緩比特幣噴 Btc$24.2k+15%Gld+2.3%Tnx3.515-5%Hxc+1.1% 納+0.5%Eem+ 0.2%道-0.3標-0.2%費-0.1%羅-1.6% USO-2.8%;國企+2.2%港+2%滬+1.2%韓+0.7%深+0.4%台+0.2%台店-0.7%日-1.1% Fi:Wfc-7%BacAig-6%Gs-4%;旅消:Ua-8%Ccl-5%美航達航Bby-4%; 原料:Cop-4%Bp-3% Evb:德方納米-4%寧德時代天賜贛鋒鋰容百-3% Ebm+5%Sedg+4%Nvts+3%;MsftRblx+3% 中概:騰訊Li+4%中芯阿里+3%;Mrna+7% ---- 3/10.矽谷銀擠兌金融崩港中概能源股續跌Byd-8%領跌 Btc$20.4kTnx3.695-6%羅-3%費-1.9%納-1.8%標-1.5%道-1.1%Eem -0.5%Hxc-0.3%Uso+1.4%;國企-3.1%港-3%台店-2.4%日-1.7%台-1.6%滬-1.4%深-1.2%韓-1% 中概:Jd-11%中芯-5%阿里-4%;Fi:德銀-7%Aig-5% Gs-4%;原物料:美鋁美鋼-6%;Cat-6% Evb:Byd-8%Wolf-7%Ebm-6%Alb-5%GnrcOn-4%SedgWolfNxpiGmF-3%Ski+5%容百+4%;Snap Crm-3% Semi:Mrvl-5%SynaGfsKlac-3%Intc+3% 消旅:CclDisUa 達航美航-3% ---- 3/9.矽谷銀擠兌金融股比特幣中概股特斯拉續領崩Btc$20.4kHxc-5.4%Tnx3.92羅-2.8% Eem-2.2%納-2.1%費-2%標-1.9% 道 -1.7%Uso-1.3%;國企 -1.2%港-0.6%韓-0.5%%台-0.3%滬-0.2%深-0.1%台店0日+0.6% Evb:Alb-7%NvtsL&F-6%TslaSkietGm-5%RivnLcidSkiWolfGnrcF-4%Ssdi-3% Fi:WfcBac-6%Jpm-5%Ms-4%;美鋁-6%Cat-3% 中概:百度-7%Wb-5 %LiNio-4%紫光+10% Semi:Mrvl-5%NvdaQcomSyna-3% Mtv:SnapNflxU-4%Rblx-3%;觀旅:Ccl-5%美航-4%德航Dis波音-3% ---- 3/8.比特幣回中概股韓車鍊股先崩央爸嘴軟半導體反彈Tnx3.976 Btc$21.7k費+2.7% Eem納+0.4%標+0.1%羅0 道-0.2%Hxc-0.6%Uso-1.1%;國企-2.7%港-2.4%韓-1.3%台-0.3%滬-0.1%台店深+0.3%日+0.5% Evb:Ssdi-5%EnphSkit-4%TslaSkiLgcByd-3%Nvts+7%On+6%Stm+4%Ifnny+3% Semi:Mrvl+5%NvdaAmdGfs+4%KlacLrcx+3%;Snap-6%中概:Li-6%Jd-4% ---- 3/7.憂通膨升息增Tnx3.975Btc$22.2kGgr-6%Uso-3.8%Hxc-3%Eem道-1.7%標-1.5% 納-1.3%費羅-1.1% ;深-2%滬-1.1%國企-0.4%港-0.3%韓台店+0.2%日+0.3%台0.6% Evb:Rivn-15%Ebm LcidL&F-5%天齊鋰-4% TslaLitAlb-3%Pc+11% 原料:美鋁-7%美鋼-3% Semi:QcomMrvlSyna-3% 中概:Li-6%百度-5%紫光Nio-4%Wb-3% ----- 3/6.春吶續噴特斯拉供應鏈Ebm+19% Ssdi+7% Tnx3.983Btc$22.4kGgr-5%Hxc-1.7%羅-1.4%費- 1.1%Eem-0.4%納- 0.1%標道0.1%Uso+0.9% ;韓台店+1.3%日+1.1%台1%港+0.2%深0國企-0滬-0.2% Evb:Ebm+19%SsdiNvts+7%EnphSki+4%RivnLgc+3%Wolf-3%Tsla-2% MtvAi:Snap+9%;Ua-5% Semi:MrvlSyna-4%Asml-3%;原物料:美鋼-4%美鋁國紙Bhp-3%;中概:Wb-4%百度-3%聯想+3% ---- 3/3.元宇宙Meta慢拍追ChatGPT題材,能源車特斯拉供應鏈噴Ebm+14% Tnx3.964Btc$22.4kGgr+6%Uso2.3納+2%標1.6%費Hxc+1.5%羅1.4%道1.2% Eem0.9%;日+1.6%國企+1.2%港+0.7%滬+0.5%台店0.3%韓+0.2%台0.1%深-0% Evb:Ebm+14%Rivn+8%PsLcidWolf+5%AlbGnrcSietGmF+4%LgcEnphSsdiOnL&F+3% MtvAi:Meta+6%RblxSnapU+5%Aapl+4%;美鋁+3% Semi:Avgo+6%Mrvl-5%;中概: Nio+5% --- 3/2.十年國債率回4%Crm噴Tsla回Tnx4.073 Btc$23.4kHxc+2.7%道+1.1%費1%標0.8%納0.7% Eem0.4% Uso0.3%羅0.2%;韓+0.6%台店0.2%台0滬日-0.1%深-0.5%國企-0.8%港-0.9% 中概: 阿里-5%百度+5% Mtv:Crm+12%Rblx+5%;原物料:美鋁+4% Evb:Wolf-7%TslaOnNvts-6%EbmL&F-4%寧德時代德方納米-3%Ski+7% Semi:IntcAmdNvda+3% ---- 3/1.港中概股噴:國企+5.1%港+4.2%Hxc+3% Btc$23.3kTnx4.002Hxc+3%Eem+2.1%Uso+1.3%道+0.0%羅+0.1%費-0.1%標-0.5%納-0.7%;深滬+1%台0.6%台店0.5%日+0.3% 中概:騰訊+7%紫光阿里Jd+6%聯想百度+4%Wb-8% Nio-6% Evb:Rivn-18%LcidNvts-6%Byd+6%;美鋁+6% ---- 2/28.季節資金行情漸強弩之末 Btc$23.6kTnx3.945 Hxc+0.7%羅+0.7%費+0.5%納+0.3%標+0.1%%道-0.3%Eem-0.2% Uso-1.3%;深+0.8%滬+0.7%韓+0.4%國企-1.3%滬港-0.8%日-0.1%台店台 Evb:L&F+9%LgcRivn+4%LgesSsdi+3%天齊鋰-3% Semi:Amat+4% Mtv:U+4% Cm:美鋼+5% 中概:紫光+4%阿里-3% ---- 2/27.資金行情流失 Btc$23.5kTnx3.922 Hxc+1.3%納費+0.6%Eem+0.5% 標羅+0.3%道+0.2% Uso-1.3%;韓-0.9%深-0.7%國企-0.5%滬港-0.3%日-0.1%台店台 Evb:Rivn+7%SedgEnph+6%TslaEbmNvts+5%Alb+4%AlbL&F+3%Byd-3% 中概:紫光+4%百度+5% ----- 2/24.費-1.8%納-1.7%標-1.1%道-1%羅-0.9%;國企-2.3%港 -1.7%台深-0.7%滬韓-0.6%台店-0.5%日+1.3% 2/23.Nvda財報會續吹AI夢噴+14%元宇宙U-16%能源車新創Lcid-12% Btc$24kTnx3.879 費+3.3%Uso+2.3%羅納+0.7%標Eem+0.5% 道+0.3%Hxc-0.3%;台店+1.8%台+1.3%韓+0.9%國企+0.4%滬-0.1%深-0.2%港 -0.4%日-1.3% Semi:Nvda+14%SynaMrvl+5%TsmAmd+4%MuKlac+3%;Mrna-7% Mtv:U-16%Nflx-3% Evb:Lcid-12%Rivn-4%EbmL&F-3%Skiet-3%Gm-4%Lgc-3%Nvts+7%AlbIfnnyWolf+3% 中概:紫光-5%聯想+6% ----- 2/22.等待Nvda財報Btc$24.2kTnx3.923 Uso-2.7%費Eem-0.5% 道-0.3%標-0.2%羅納+0.1% Hxc+0.3%;韓-1.7%日國企-1.3%台店- 1.1%台-0.9%滬港 -0.5% Evb:L&F-6%Skiet-3%Lgc-3%Nvts+7% 中概:百度-4%Jd-3% Mtv:U+4% ------ 2/21.紅包資金退潮中能源車半導體元宇宙股中概股領回,韓電池供應鏈小飆Ebm+58%,Btc$24.4kTnx3.955Ggr-6%Hxc-2.9%費-3.3%羅-3%納-2.5%道-2.1%標-2%Eem- 1.3% Uso-0.5%;國企-2%港-1.7 %日- 0.2%台0.1%韓深0.2%滬0.5%台店0.8% Evb:Nvts-12%LcidGnrc-9%Wolf-7%AlbRivn-6%TslaQsGmF-5%Nxpi-4%IfnnySedgOn-3%Ebm+9%L&F+8%LgcPc+3% Mtv:RblxU-8%Snap-5%NflxAnznGoog-3% 中概:Jd-7%阿里-5%騰訊-3% ;Ip-6%;Wfc-3% Semi:Gfs-6%Syna-5%LrcxAmat-4%NvdaAmatAsmlQcomTsmSwks-3% 觀旅消:Hd-7%Ua-5%美航Bby-4%達航波音DisNke-3% ----- 2/20.滬+2.1%深+1.7%國企1%港0.8%台店+0.7% 台+0.5%韓+0.2%日+0.1% Evb:億偉鋰-6% LgcPc Lges-3% 中概:紫光聯想+5% --- 2/17.比特幣續衝幣能源車領回落Btc$24.6k-5% Tnx3.828Hxc-3.1%Uso-2.1%費-1.6%Eem-1.1%納-0.6%標-0.3%羅+0.2%道0.4%Ggr+5%;國企-1.4%港-1.3%深-1.2%韓-1%滬-0.8%日 -0.7%台-0.5%台店+0.2% Evb:Alb-10%L&F-6%寧德時代-5% Ssd iLgc PcLit-4%Lges恩捷-3%Qs+5% Tsla+3% Semi:NvdaMrvlGfsSwks-3%;中概:紫光-7%Wb百度-5% Mtv:Rblx-6%SnapU-3%;美鋼-6%,美鋁-4% ------ 2/16.紅包資金尾迷因恐慌噴後半導體加密幣能源車領回落Btc$23.6k-5% Ggr-10%Tnx3.843費-2.5%納-1.8%標-1.4%羅-1%道-1.3%Uso-0.6% Hxc-0.2%Eem0;韓+2%台店1.6%國企1%台港0.8%日 0.7%滬-1%深-1.7% Evb:Qs-17%Sedg-8%Enph-7%Tsla-6%天齊-5%中偉 Gnrc-4%Lcid當升容百-3% Skiet+7%Lgc+6%EbmAlb+5%Lges+4% Semi:AmdGfs-6%SynaLrcx-4%AmatNvdaAmsl-3%疫苗旅消:Ccl-5%Bnt-4% Mtv:SnapU-5%RblxAmznNflxMetaMsft-3% 中概:紫光Nio-3%聯想+7% ----- 2/15.紅包尾迷因行情元宇宙Rblx能源車Qs比特幣恐慌噴 Btc$24.8k+12% Ggr+9%Tnx3.807羅+1.1%納+0.9%費0.4% 標Hxc+0.3%道0.1% Uso-0.6%Eem-0.8%;韓-1.5%台港-1.4%國企-1.3%日-0.4%台店-0.5%滬-0.4%深-0.1% Evb:Qs+33%SedgRivn+9%Gnrc+8%Lcid+7%Enph+5%Nvts+4%Wolf+3%SkiSkiet-7%Li天齊-3% Mtv:Rblx+26%U+7%Snap+4%;紫光+4% Semi:Tsm-5%Gfs-3% ---- 2/14.EDT-CPI高于預期先跌再漲,半導體AI運力元宇宙比特幣領漲紅包資金迷因投機行情漸疲Btc$22.2kTnx3.766費+2.1%納+0.6%標-0羅Uso-0.1%Eem-0.2%道-0.5%Hxc-0.6%;台+0.7%日+0.6%韓+0.5%台店滬+0.3%國企-0.5%港-0.2%深-0.1% Evb:Tsla+8%Qs+7%L&FNvts+6%RivnOn+3% Semi:Gfs+8%Nvda+5%Mrvl+4%AmdMu+3% Mtv:U+6%Rblx+4% 中概:紫光-3% ---- 2/13.EDT-CPI,中概領漲Btc$21.8kTnx3.717 Ggr+4%Hxc+2.6%費納+1.5%羅+1.2%標道1.1% Eem0.8%Uso-0.5%;深+1.2%滬+0.7%國企0.3%港-0.1%台-0.3%台店-0.5%韓-0.7%日-0.9% 中概:紫光+8%百度+6%Li+5%Wb+3% Evb:EbcGnrc+5% SedgF寧德時+3% Mtv:U+5%MsftMetaNflx+3%;Ccl+4% Semi:Intc+3%NvdaGfsMrvlAmd+2% ----- 2/10.ChatGPT運力王Nvda中概港股同挫,元宇宙股崩微軟裁 Btc$21.7kTnx3.744 Ggr-4%Hxc-3.7%費 -1.5%Eem-1% 納-0.6%羅標+0.2%道+0.5% Uso+2.9%;國企-2.6%港-2%台店-1%韓-0.5%深-0.4%滬-0.3%台-0.1%日+0.3% Mtv:U-11%RblxNflx-4%Snap-3%;Semi:Nvda-5% 中概:Jd百度Li-6%中芯Wb-4%騰訊阿里-3% Evb:Pc-6%Tsla-5%BydQsWolf-4%RivnSkietLcid天齊天賜贛鋒鋰-3%; 觀旅消費:速銷Itx-5%Ccl-3% 原料:Xom+4%Bp+3% ----- 2/9.ChatGPT題材谷歌續跌中港運力股噴Tsm強比特幣大跌 Btc$21.8k-5%Tnx3.683Ggr-6.6%羅-1.4%Uso-1.1% 納-1%標-0.8%道-0.7%費 +0.1%Eem0.5% Hxc1.1%;國企+1.7%港+1.6%深+1.5%滬+1.2%台韓日 -0.1%台店-0.2% Evb:EbmPc+7%OnL&F+4%Tsla+3%BydIfnnyWolf+3%Lcid-11%Sedg-9%Qs-6%Enph-4%Rivn-3%;Semi:GfsTsm+3% Mtv:SnapGoog-5%MetaRblx-3%U+10%;Ip-3%;中概AI:紫光+5%騰訊阿里+4%中芯騰訊+3% ----- 2/8.谷歌領ChatGPT股回落Tnx3.653Btc$22.9k費-2.2%納Hxc-1.7% 羅-1.5%標-1.1%道-0.6%Eem-0.1%Uso1.4%;台+1.4%台店+0.9%韓國企-0.6%深滬-0.5%日-0.3%港-0.1% Ai:Goog-7%Snap-5%Meta-4%;原料:美鋁-4% Evb:SkietNvts-5%AlbEnphTxnGnrc-4%NxpiWolfIfnny-3%Ssdi+3% Semi:AmatSynaMrvl-4%QcomMuLxcrKlacSwksSynaIntc-3% 中概:百度-5%Wb-3%聯想+4%;旅消:Ua-8%Ccl-3% ---- 2/7.央爸重申通膨緩續軋半導體納指土地震激油漲 Tnx3.674Btc$23.3kUso+3.5%Hxc+2.4%費+3.1%納1.9%標1.3%道標0.8%Eem+0.4%;台店+1%韓國企0.6%港深+0.4%滬+0.3%台+0.1%日0% Evb:On+6%Wolf+5%Lgc+4%LgesEcbNxpiL&F+3%Ski-5%Qs-4%Lcid恩捷-3%;中概:百度+12%; Semi:Swks+13%Syna+6%Nvda+5%MrvlMu+4%TsmQcomKlacAsmlAmd+3%;觀旅:波音+4% Ccl+3% Mtv:MsftGoog+4% 原料:Bp+8%XomCvx+3%美鋼-7% ---- 2/6.憂鷹股債續跌迷因股比特幣鬆動Tnx3.634 Btc$22.8kGgr-5%Hxc-1.8%費-1.7% Eem-1.5%羅-1.4%納-1%標-0.6%道 -0.1%Uso+1.7%;國企-2.7%港-2%韓-1.7%台-1.3%深-0.8%台店滬-0.6%日0.7% Evb:BydAlb天齊-4%Nvts Wolf-3%TslaLcid+3%;Snap+10% Semi:Intc-4%MuMrvlAmdSwksTsmGfs三星-3% 中概:Jd-4%阿里中芯Wb-3%;Eric-3% ----- 2/3.非農大增股債跌,氣球中概股跌,瘋狂迷因幣股警Tnx3.532+4% Btc$23.3kHxc-3.9%Uso-3.3%費-1.9%Eem-1.8%納-1.6%標-1%羅-0.8%道 -0.4%;港-1.6%國企-1.3 %滬-0.7%深-0.4%台0.1%台店0.2%日0.4%韓0.5% Semi:Syna-11%Mrvl-4%AmatNvdaAmd-3% Mtv:Amzn-8%U-7%Rblx-5%Goog-3% Evb:F-8%Gnrc-7%Wolf-6%RivnQs-5%LcidSedg-4%Byd華友鈷-3% 中概:NioLi-6%百度Wb-5% ------- 2/1.如預期Fed升息緩拉尾大爛咖加密幣半導體中概領噴續成飆股王臉書庫藏股軋空盤後噴20% Btc$24.1k+4.6%Tnx3.397費+5.2%Hxc+4.3%納 2%羅1.5%Eem1.2% 標1.1%道0%Uso-0.5%;國企+1.8%深+1.5%港1.1%台韓1%滬台店0.9%日+0.1% 中概:百度+13% Wb+11%Li+6% Semi:Amd+13%MrvlNvdaAmatGfs+7%LrcxSyna+6%QcomKlacMu+4% Evb:Nvts+12%EbmWolf+9%BydOn+6%TslaSsdiNxpiGnrc+5%容百Ifnny+4%華友鈷+3%;Snap-11% --- 1/31.Fed升息前元月漂亮拉尾Btc$23.1kTnx3.529羅+2.5%費+1.9%Uso+ 1.8%納1.7%標1.5%道1.1%Hxc-0.1%Eem-0.2%;台-1.5%國企港韓-1%日滬深-0.4%台店+0.8% Evb:RivnGm+8%Gnrc+7%QsSedg+6%F+5%TslaWolfEnph+4%OnAlbPc+3%恩捷-4%Ebm-3% Mtv:Spot+13%U+6%Rblx+5%Snap+4%;Tol+5% Semi:AmdLrcx+4%GfsSynaAmatMrvl+3%;Glw-5% 原料:Ip+11%;Cat -4% ---- 1/30.坐轎CPI緩央爸會前下轎中概能源車半導體領跌游資指飆比特幣轉大跌/慢拍補漲台積+8%台股 Btc$22.8k-4%Tnx3.551Hxc-4.1%費-2.3%UsoEem納-2%羅-1.4%標-1.3%道 -0.8%;國企-3.6%港-2.7%韓-1.4%日滬+0.1%深+1.2%台店+2.5%台+3.8% 中概:阿里騰訊-7%JdWb -6%Nio中芯-5% Evb:RivnLcid-9%Qs-8%Wolf-7%Tsla-6%OnGnrcGm-4%AlbSkiSkietF-3%恩捷+8%德方納米+6%Pc+3% Mtv:U-8%Rblx-6%MetaGoog-3%;消旅:Ccl美航-3% Semi:Nvda-6%Mrvl-5%AmdAmat-4%SynaGfsKlacMuAsml-3% 原料:美鋁-5%Cvx-3% ----- 1/27.紅包行大爛咖續軋成飆股王Lcid+43%Tsla+11%(週+30%今年+65%) Btc$23.1kTnx3.518納1%羅+0.5%標0.3%道0.1% Hxc-0.3% Eem-0.5%費- 0.7%Uso-2%;國企+ 0.9%港+0.5%日0%韓+0.6% Evb:Lcid+43%Tsla+11%Rivn+8%Qs+7%GnrcGm+4%SkiBydNvtsF+3% Mtv:Snap+7%U+6%Rblx+5%AmznMeta+3% Semi:Intc-7%Nvts+3%Klac-7%LrcxAmat-3%;Cvx-4% ------- 1/25.紅包行情續追比特幣 Tnx3.462Btc$23.2k+3% Uso+0.4%費標羅+0.2% HxcEem+0.1%道0納-0.2%;日+0.4%韓+1.4% Evb:Rvin+4%LcidNvts+3%Enph-4%Sedg-3% Tsm-2%;Snap-6% ----- 1/24.紅包行情大飆後回吐 Tnx3.469Btc$22.5k Uso-1.8%費-0.7% Hxc-0.4%納羅-0.3% 標-0.1% 道+0.3%Eem+0.1% Evb:WolfQs-5% Semi:AmdSwks-2% ---- 1/23.EDT央爸會與元月紅包資金行情最爛咖能源車半導體比特幣成飆股王: Tnx3.525Bt$23k+8%費+5%納+2.7%Hxc +1.7% 羅+1.3%標+1.2% 道+0.8%Eem+0.7% Uso0Ggr+10% Evb:Lcid+13%Rivn+12%TslaNvts+8%WolfQsGnrcWolfOn+7%AlbSedg+5% Semi:Amd+9%NvdaMrvlSyna+8%Qcom+7%SwksMu+6%Tsm+5%AsmlAmatGfsLrcxIntc+4% 中概:Nio+9%Li+7% Mtv:U+12%Nflx+4% ------- 1/20.虎年尾央爸送鴿禮噴比特幣半導體元宇宙納指重磅科技股中概股: Tnx3.484Btc$22.6k+8% 費+3.1%納+2.7%Hxc +2.5%標+1.9%羅+1.7% Eem +1.5% Uso+1.4%道+1%;國企+2.3%港+1.8%滬+0.8%深+0.7%日韓+0.6% Semi:Nvda+6%QcomSyna+5%LrcxMu+4%AmdAmatAsmlAmatKlacLrcxSwksIntc+3% Mtv:NflxU+8%GoogRblx+6%AmznSnapMsft+4% Evb:TslaLcidWolf 中偉+5% Qs天齊鋰+8%AlbOn +4%Skiet贛鋒鋰+3% 觀旅消:Dis+4%Ccl+3% 中概:百度+6%Wb阿里+4%JdLiNio阿里+3% ----- 1/19.能源崩車鍊與半導體崩領美股續跌比特幣續彈Tnx3.397Btc$21.1k 費-2.8%納羅-1%標道-0.8%Eem+0.8%Hxc+1.4%Uso+1.6%;日-1.4%深+0.7%滬+0.5%國企-0.4%港-0.1%韓+0.5% Evb:Enph-11%Sedg-10%Lcid-9%Gnrc-8%Wolf-6%Pc-5%OnStm-4%NvtsOnL&F-3%天齊+3% Semi:Mrvl-5%GfsNvdaQcomAmd-4%SynaAsmlAmatKlacLrcx-3% Mtv:Rblx-7%U-6%Nflx-3% 觀旅消:CclUa-3% 原料:Aa-7%;Ms-3% 中概:Jd+7%Wb+5 %騰訊+4%阿里+3% ------ 1/18.節前淡比特幣反Tnx3.375Btc$20.7kHxc-2.5%Uso-1.9%道-1.8% 羅標-1.6%納-1.2% Eem-0.7%費-0.6% Ggr+7%;日+2.5%深+0.2%滬0%國企+0.4%港+0.5%韓-0.5% Evb:QsRivn-3%Nvts-4% Mtv:U-5%Rblx-4% 中概:NioBidu-4% WbLi-3%;Ccl-4%; Ibm-3%;Rtx-3%;AaMcdPgJpm-3%;Intc-3%;Mrna+3%; ----- 1/17.Tsla狗熊翻高盛崩 Tnx3.535Btc$21.2kHxc-3.4%道-1.1%Eem-0.6%羅標-0.2%納+0.1%費+0.2% Uso+1.1%Ggr+8%;日+1.2%台深+0%滬-0.1%台店-0.4%國企-0.5%港-0.8%韓-0.9% Mtv:Rblx+12% Evb:Tsla德方納米+7%Lges-5% LgcL&F-3% Semi:Nvda+5% 觀旅:CclUa+3% FI:Gs-6%Trv-5%Ms+6% 中概:百度-6% JdNio-3% ---- 1/16.比特幣續一個人武林 Btc$21.2kTnx3.511深+1.4%滬+1%台店+0.9%台+0.7%韓+0.6%港0國企-0.6%日-1.1% Evb:天齊鋰+5%德方納米-6%天賜聯想-4%當升-3% ----- 1/13.CPI後觀望比特幣一個人武林續彈Tnx3.511 Btc$19.9k+5.5% Hxc+2.8%Uso+2.1%Eem納+0.7%羅+0.6%費標Uso+0.4%;國企+1.1%滬港+1%韓深+0.9%台+0.6%台店-0.3%日-1.3% FI:WfcJpm+3%;Amzn+3%;Mrvl+3%;Lmt-3% Evb:Rivn-6%GmF-5%恩捷-4%;Eric-4%;達航-4% ------ 1/12.EDT-CPI,台積財報會一個人武林,觀旅航羅小股領漲比特幣續彈Tnx3.449 Btc$18.8kUso+1.5%羅+1.7%費+1.2%Uso+0.8% 納+0.6% Eem+0.5%標0.3% Hxc+0.1%Ggr+9%;港+0.4%韓+0.2%深滬+0.1%日國企0%台店-0.9%台-0.1% 觀旅消:美航+10%Ccl達航Dis+4%波音+3% Evb:Nvts當升+7%Qs中偉 容升+6%LcidSkieByd +5%華友鈷恩捷+4%RivnAlb+3%Tsla-3% Semi:Tsm+6%;Eric+6%NvdaAmd+3%;Mtv:MetaCrm+3%U-4%;Cm:美鋼+4%美鋁Bhp+3% ----- 1/11.EDT-CPI,能源車供應鏈科技股比特幣續狗熊翻 Tnx3.554Btc$17.9kzUso+3.3%納+1.8%費標+1.3% 羅+1.2%道+0.8% Eem+0.4%Hxc+0.2%;日+1%國企+0.7%港+0.5%韓+0.4%台店+0.3%深-0.7%台-0.3%滬-0.2% Evb:Lcid+10%Qs+8%SedgAlb+6%SkieBydQs+5%TslaRivnEnphWolfEbm+4%SkiNvtsPc+3% Mtv:Amzn+6%U+5%Msft+4%GoogRblx+3% 中概:NioBidu+3% Semi:Mrvl+4%SynaGfsSwks+3% ----
1/10.鮑爾未放鷹美股拉尾憧憬CPI緩Tnx3.621Btc$17.4kz+Hxc1.7%羅+1.5%費+1.3%納+1%標Eem+0.7%道+0.6%Uso0%;日+0.8%台深+0.3%台店-0.1%滬-0.2%韓國企港-0.3%Evb:LcidQs+6%Gnrc+5%寧德時代+4%NxpiGmByd德方納米+3%Ski-3% Mtv:SpotU+7%NflxRblx+4%MetaAmzn+3%Mc:美鋁美鋼+5%;觀旅:美航達航+4%Bby+3%;中概:NioWb+4% Vm:MrnaBnt+3% Semi:Syna+3% --- 1/9.CES結束上影線元月行情加密幣續航?Tsla彈Tnx3.517Btc$17.2k費+1.9%Uso+1.6%Eem+0.8%Hxc+0.7%納+0.6%羅+0.2%標-0.1%道-0.3%;台韓+2.6%國企+2%港+1.9%台店+1.4%深+0.7%日滬+0.6%Evb:Qs+12%Lcid+7%TslaNvts+6%LgcLges德方納米+5% GnrcStmOn +4%Ebm天賜+3%;Semi:AmdNvda+5%Gfs+5%Asml+4%Tsm+3%AmatKlac+3% 中概:阿里+9%Li+5 %Nio騰訊+4%;Pfe-5% Mtv:RblxU+7%Crm+5% 觀旅:美航Ccl+3 % ---
1/6.CES展衝費半帶納指,中國開放旅衝消費股中概回,比特幣續蠢動 Tnx3.569Btc$17k費+4.7%納+2.6%標羅+2.3% 道Eem+2.1%Uso+0.1% Hxc-0.8%;韓+1.2%台+1.1%日+0.6%台店+0.5%滬+0.1%深+0.2%港-0.3%國企-0.4% Semi:Lrcx+7%AmatKlacAvgo+6%AsmlQcomSyna+5%NvdaMrvlMuIntc+4%TsmAmdGfsSwks+3%觀旅:Cost+7%波音UaTgt+4%Ccl+3% Evb:Stm+6%TxnNvtsOnIfnny+5%QsLit恩捷+4%PcGnrcGmF德方納米當升+3% 原料:Bhp+4%美鋼+6% Mtv:AaplAmznAmznU+4%;Mrna+4%Bnt+3%中概:Li-9%紫光Nio-5% ----
1/5.美股續弱中國能源車電池上游供應鏈大狗熊翻彈特斯拉領續跌留下影Tnx3.754Btc$16.8k費-2%納-1.5%標-1.2% 羅-1.1%道-1%Eem-0.8%Uso+0.8%Hxc+1.6%;深+1.6%國企+1.5%港+1.3%滬+1%台+0.7%日韓+0.4%台店+0.2% Evb:恩捷+10%寧德時代華友鈷中偉+6%德方納米當升+5%天賜容百+4%Rivn-6%SedgNvts-5%LcidEnphGnrcOn -4%TslaNxpiQs -3%SsdiLgc-3%中概:紫光+10%茅台酒+4%阿里Jd+3% 觀旅:美航+3%德航Ccl+2% Semi:Mrvl-5%AmdGfs-4%NvdaSyna-3% Mtv:U-8Msft-3%Rblx+3% ----
23--1/4.中概續噴消費旅航噴CES半導體韓股翻比特幣蠢動油價崩 Tnx3.709Btc$16.9kHxc+8.6%費+2.7%納+0.7%標+0.8%羅+0.6%道+0.4% Eem+3%Ggr+13%Uso-5%;國企+3.4%港+3.2%韓+1.6%台店+0.5%滬+0.2%深+0.1%台-0.2%日-1.5% 中概:百度+11%紫光NioLi+10%阿里+9%Jd+7%騰訊+5% 消費:Ccl+10%美航+7% Ua+6%達航+5%波音+4% Evb:Nvts+6%TslaLcid+5%AlbGnrcTxnWolf+4%GmF+3%德方納米天賜容百高軒-3%贛鋒鋰-4% Semi:Mu+8%MrvlSyna+6%AsmlQcomIntc+4%TsmNvdaSwksAmat+3% 原料:XomCvx-3% Mtv:SnapNflxU+5%Crm+4%Msft-4% -----
以上2023..
23---1/3.續踹大狗熊Tsla與能源車,原油價領原料跌,續衝中概 Tnx3.793Btc$16.7kUso-3.5%費-1.2%納-0.8%標-0.4%羅-0.6%道-0% Eem+0.8%Hxc+3.8%;國企+1.9%港+1.8%深+1.4%台店+1.2%滬+0.9%台+0.6%韓-0.3%日休 中概:Wb+5%紫光百度+4%騰訊+3% Evb:Tsla-12%Lcid-10%Rivn-6%Qs-5%WolfSsdi-3% Enph德方納米-4% 容百+3%Byd+5%; Semi:Gfs-4%MrvlSyna-3%;原料:XomCvx-3% Mtv:U-6%Aapl-4%Meta+4% ++++++++++++++++
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