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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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%;Qc Btc$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.chain-h&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.chain-h&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.chain-h&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%