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)/
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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%