美中台股23~24JL紀錄

注意絕不為個股推薦或投資建議,投資決策自行負責.見JLblog懶人包,世界金融市場沒詳評JL看世界金融/價-為前日紐約收盤簡化4捨5入/裕元中芯紫光騰訊阿里富智康聯想Catl寧德時代贛鋒鋰LG化學三星電海力士Lrcx江西銅業迅銷茅台酒/前期往日痕跡-:(2018S~19~20~21A)/

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4/26.JL世股摘期降息雙 巴盤:財報:Goog+10% Amzn+3%Intc-9%;(佈道 會:財報:Smci30;5/1.Fed ;新品7Aapl,20Msft:AIPC ;Nvda 22財;6月電腦展, WWDC)AI:Fit+11% Fii+10%Smci+9%Soun+6%Pltr+4%;費半+2.6% Nvda+6%Klac+5%ArmAvgoSkh+4%MrvlAmatMu+3%Tnx4.669Btc$63k納2%Eem1.2%羅1.1%標1%道0.4%Gld0.3%Uso-0.1%;中:Hxc2.5%國企2.4%深2.2%港2.1%滬+1.2%;台1.3%台店韓1.1%日+0.8%; 中:裕元+16%Nio +9%Li +7%Jd+6%紫光Wb+4% Evb:Nvts+8%RivnWolf+6%德方納米比亞迪Enph+4% ----- 4/25.JL世股摘期降息雙 巴盤:財報:Meta-11 %Ibm -8%Cat-7%Tsla+5%;盤後: Goog+15%Msft +5%Intc -8%;技術論壇TsmAvgo Klac+3%費半+2%Mrvl Nvda+4%(佈道會:財報: Smci30;5/1.Fed;新品: 7Aapl,20Msft:AIPC, Nvda22財;6月電腦展, WWDC)AI:Fii+8%SmciDellSoun+4%;債率再升Tnx4.706Btc$64.3k道-1%羅-0.7%納-0.6%標 -0.5%Eem0.2%Gld 0.6% Uso1%;中:Hxc0.8% 港+0.5%國企滬+ 0.3%深0.1%;日-2.2 %韓-1.8%台- 1.4%台店-0.9%; Evb:Ifnny恩捷+4%Pfm -6%Ebm-5%Skiet 當升-4%;觀:達航+4% Skh-5%三星電-3%; ----- 4/24.JL世股摘期降息雙 巴盤:財報Tsla+12%Txn+ 7%Skh+5%天齊鋰-19% Meta盤後-18%(佈道會:財 報:MsftGoog25,Smci30,5/1.Fed;新品:7Aapl,20Msft:AIPC,Nvda22財 ;6/4電腦展,WWDC) AI:Fii+8%SounAaoi-4%; 費半+1.1%Arm+4% Nvda-3%Tnx4.652 Btc$64.4kUso羅-0.4% 道-0.1%Gld-0.2%標0 納0.1%Eem0.4%;中:國企+2.5%港+2.2%滬+0.8%深0.7%Hxc+0.5%;台2.7%日台店2.4%韓2%;Nflx-4% Evb:Nvts+9%PfmWolf+8%On+6%EbmStm+5%IfnnyNxpiSsdiLges+4%華友鈷贛鋒鋰-7%Enph容百-5%當升Amsc-4% 中:Jd阿里騰訊+4%聯想+5%;達航波音-3% Syna+3%三星電+4% ----- 4/23.JL世股摘期降息雙 巴盤:財報盤後Tsla+11%(佈道會:台積技術論壇24;財報:24Meta,25Msft Goog.30Smci;5/1Fed ; Msft20:AIPC,Nvda22; 財;6/4電腦展,WWDC) AI:Soun+10%Smci+6%DellAi+4%;費半+2.2%Nvda Skh+4%AsmlArmMuTsm+3%Tnx4.598Btc$66.6 k 羅1.8%納1.6%Uso1.5% 標+1.2%道0.7%Eem0.8% Gld-0.3%;中:國企+2.1% Hxc+2%港+1.9%滬-0.7%深-0.6%;台店1.1%台1%日+0.3%韓-0.2%;Amsc+5%, Semi:Syna+5%AmdAvgoKlacAmat+2%;Panw+4% Evb:華友鈷-7%Wolf -6% EbmSsdi-3% Tsla2% SedgNvtsGm+4%NxpiCcj+3%;Nflx+4%Meta+3% 中:Jd+6%騰訊+4%;觀:Ccl+3%;Tol+5% --- 4/22.JL世股摘期降息雙 巴盤:反彈:Btc$66.8 k+3% 費半+1.7%Arm+7% Nvda +4%MuTsm+2%,Gld-2.5%金回跌(佈道會:台積技術論壇24;財報:23Tsla,24 Meta,25MsftGoog.5/1; Fed;Msft20:AIPC,Nvda 22;財;6/4電腦展,WWDC )AI:Soun+6%Ai+4%Fii-5% Aaoi-8%Tnx4.623Eem 納1.1%羅+1%標+0.9%道+0.7%Uso-0.1%;中:Hxc +2.3%港+1.8%國企+1.5%深-0.4%滬- 0.7%;韓1.5%日1%台-0.6%台店-2.4%; Evb:Pfm+9%Wolf+8%Ski+7%F+6%EbmSSDISkiet+5%Enph+4%Li當升-6%天賜-4%Tsla-3%;Vz-5% 中:騰訊Nio+5%東方外海+3%;觀旅:美航德航+3% Fi:Gs+3%Bac+2% ---- 4/19.JL世股摘期降息雙 巴盤:Smci-23%Nvda-10% 領崩費半指-4%Arm -17% AmdMuSkhMrvl-5 % AvgoMu-4%AsmlTsm-3%(22募944, 946;佈道會:台積技術論壇24;財報:23 Tsla,24Met,25MsftGoog 5/1.Fed;Msft20:AIPC, Nvda22;財;6/4電腦展, WWDC)AI:Soun-7%Fii-4 %Aaoi+4%Tnx4.627 Btc$64.5k納-2.1%標-0.9%Eem-0.4%Uso+0.1%羅+0.2% Gld0.3%道+0.6%;中:Hxc國企港深-1%滬-0.3%;台-3.8%台店-3.3%日-2.7%韓-1.6%; Evb:Li-10%WolfNvts-6%Nio天賜-5%On恩捷德方納米-4%;Nflx-9%Meta -4%Amzn-3%;Wfc Bac Jpm+3%;東方外海+4% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤黑天鵝多隻出恐慌指崩回,風險資產金融房產科技全回:中回應美貿戰:手機延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/18.JL世股摘期降息雙巴盤Fed高官再發升息鷹(佈道會:台積財報18:Tsm -5%費半-1.7% Mu-4% AmatLrcx-3%,技術論壇 24;22募944,946;Meta 24;5/1.Fed;Msft20:AIPC ,Nvda22財;6月電腦展, WWDC)AI:SounAaoi Smci-3%Msft -2%; Tnx4.647Btc$63k納-0.5%羅-0.3% Uso標-0.2% 道+0.1%Gld0.3% Eem+0.4%;中:Hxc1 %國企0.9%港0.8%滬0.1%深-0.1%;韓+2%台0.4%日0.3%台店0.1%;Wfc+3% Evb:Wolf-6%TslaSedg-4%NxpiIfnnyEnph-3%Ebm +7% SsdiHyco+5% Pfm+4%東方外海+4%; Semi:ArmAsmlSynaMrvlAvgoIntc-2%; ---- 4/17.JL世股摘期降息雙巴盤,油價挫Uso-3%比特幣破底Btc$61k;財報: Asml-7%費半-3.3 %Arm -12%KlacLrcx Amat-5%(佈道會:台積財報18,技術論壇24;22募944,946; Meta24;5/1.Fed;Msft 20:AIPC,Nvda22財;6月電展,WWDC)AI:Fit+5%Amd-6%Nvda-4%Tnx4.585 納-1.2%羅-1%Vnq Gld -0.7%標-0.6%Eem道-0.1 %;中:深2.5%滬2.1%國企0.1%港0Hxc -0.3%;台店2%台1.6 %韓-1%日-1.3%; 美航+7%達航+3% Evb:當升+13%容百+7%德 方納米華友鈷恩捷+3%Nvts-4%;Semi: SynaMu-4%Avgo-3% ---- 4/16.JL世股摘期降息雙巴盤黑天鵝出亞股股匯哀嚎,慢拍老鮑跟進挫降息預期,Amd+2%新品,AI反彈:Smci+10% Aaoi+7%(佈道會:台積財報18,技術論壇24;22募944,946;財報:Bac-4%Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半+0.9%AsmlNvda +2%Dell+3%Skh-5%Fit-10%Tnx4.667Btc$63.7k 道+0.2%Gld0.1%納-0.1% 標-0.2%羅-0.4%Uso-0.4% Eem-1.3%Vnq-1.4%;亞股股匯哀號:中:深-2.3%港- 2.2%國企-1.9%滬 -1.7% Hxc-1.3%;台店-2.8 %台-2.7%韓 -2.3%日-1.9% Evb:德方納米-9%天賜-8%當升容百華友鈷-7%贛鋒鋰恩捷-6%Alb-5%天齊鋰-4%TslaEbmSkiet-3%Rivn+4%;聯想-4% Semi:KlacLrcxAmat+2%;Unh+5%;Tol-3% ---- 4/15.JL世股摘期降息雙巴盤黑天鵝多隻出:比特幣港准募ETF續挫(佈道會:台積財報18,技術論壇24;22募944,946;財報:Meta24; 5/1.Fed;Msft20:AIPC,Nvda22財;6月電展,WWDC) AI:費半-1.4%NvdaAvgo Tsm-2%Soun-9%AiCrm-7%PltrFit-3%Tnx4.628 Btc$63.3.k納-1.8% Vnq-1.7%羅-1.4% 標- 1.2%Eem-0.7% Uso0.2% Gld1.9%;中:深1.5%滬1.3% Hxc-0.5%國企-0.4 %港-0.3 %;台店-1.5%台-1.4 %日 -0.7%韓-0.4%; Evb:RivnSedg-8%Tsla-6SkietNio-5%Enph-4%NvtsSkiWolf-3%恩捷+10%寧 德+5%;Semi:Gfs-4 %Mrvl SynaArm-3%;Gs+3% 指數重磅股:Meta Aapl MsftGoog-2% ---- 4/12.JL世股摘期降息雙巴盤恐慌指衝,風險資產全回:中回應美貿戰:手機漫延至限禁半導體:中股崩Hxc-4.6%港-2.2%國企- 2.1%當升-10%Nio容百- 8%Wb-7%;費半挫 -3.3% Intc-5%AmdMu Arm-4% TsmNvda-3%;金融大回,金房回,氾濫游資指飆回Btc$67.4.k-5 %Gld-1.3% Vnq-1.2%(佈道會:台積財報18,技術論壇24;22募 944,946;財報:Jpm-6% Meta24;5/1Fed;Msft 20:AI PC,Nvda22財;6月:電腦展4, WWDC10) AI:Soun-8%Aaoi-6%DelIAi-5%SmciAmsc-4%Tnx4.499Eem-2.3%羅-1.9%納-1.6%標-1.5%道-1.2%; 深-0.8%滬-0.5%;韓-0.9%台-0.1%日+ 0.2%台店+0.7%;觀:Ccl-4%美航-3% Evb:Sedg-7%AlbWolfOn德方納米-6% RivnPfmLi天賜-5% EbmIfnny NxpiStm天齊鋰-4% Semi:GfsIntc-4%AsmlAvgoKlacLrcxSwk-3% ---- 4/11.JL世股摘期降息雙巴盤:作帳:AI巨星領漲NvdaMu+4%黃金創高;大狗熊翻:蘋果+4%Nke+3%(佈道會:台積財報18,技術論壇24;22募集944,946;財報:Ms-5%Meta24;5月:1Fed;Msft:20:AI PC, Nvda22財;6月:電腦展4,WWDC10)AI:費+2.4% ArmAvgo+5%Soun+6%Smci+3%Fit-12% Tnx4.576Btc$70kGld+1.9%納+1.7%羅標+0.7% Eem+0.6%道0 Uso-0.7%%;韓日- 0.5%台-0.1%台店-0.5%中:國企-0.2%港-0.3%%Hxc+0.1%滬+0.2%深0;美航+3% Evb:Rivn-7%Ski-6% Ccj+3%;Asmc+3% Semi:Gfs+4%SkhQcom+3%;Snow+4% ---- 4/10.JL世股摘期降息雙巴盤:CPI超預期降降息預期(佈道;台積財報18,技術 論壇24,22募集944,946; 財報:Meta24;5月:1Fed; Msft:20:AI PC,Nvda22財 ;6月:電腦展4,WWDC 10) AI:費-1.7%Nvda+2% Amd-2%Fit+3%Soun-7%Ai-5%Fii-4%Aaoi-3% Tnx4.56Btc$70.6kVnq-4.1%羅-2.5% Eem-1.4%道-1.1%標Gld-1%納-0.8% Uso+1.1%;韓日- 0.5%台-0.2%台店+0.4%中:國企+2.1 %港1.9%Hxc滬- 0.7%深-1.6%; Evb:Nvts-8%Wolf-5% NxpiF容百-4%Tsla Rivn StmTxn贛鋒鋰恩捷華友鈷-3%;觀旅:美航Ccl-4%; Semi:SynaGfs-5%Swks-4%IntcMrvlQcom-3%;Tol-5%XhbHd-3%;Fi:BacMs-3%Gs-2%;中股:阿里Jd+5%東方外海+3% ----- 4/9.JL世股摘期降息雙巴 盤:大狗熊翻:當升+ 18%容 百+16%天賜+10%Sedg Wolf+8%(佈道會:月營收;台積美助款66億美元+4.6%819 Tsm+2%,台股+1.9 %20796,財18,技術論壇24,Meta財24; 22募集944,946;5月:1Fed; Msft:20:AI PC,Nvda22財,6月:電腦展4,WWDC10) AI:費0.9%NvdaArm-2% Fit+8%DellSmciSoun-3% Tnx4.366Btc$69.3kVnq+1.3%Eem0.7%Gld+0.6%羅納+ 0.3%標+0.1%道0 Uso-1.3%;日1.1%台店-0.4%韓-0.5%中:Hxc+1.7%深港0.6國企0.5%滬0.1%;Mrna+6% Evb:Nio德方納米+7%Enph+6%贛鋒鋰天齊鋰恩捷+6%Ifnny華友鈷Ggr+4%OnStm+3% Semi:SynaGfsSwks+3%;美鋼銅Fcx+3% ---- 4/8.JL世股摘期降息雙巴盤(佈道會:3月營收;台積美助款66億美元Tsm+1%,財18,技術論壇24, Meta財24 ;22募集944,946; 5月:1美聯儲;Msft:20 AI PC , Nvda22財,6月:電腦展.4,WWDC.10)AI:費+0.2% Arm+4%Soun-3% Dell-4%,Tnx4.424Btc$71.6kVnq+1.1%Eem0.7%Gld+0.6% 羅0.5%納標道0 Uso-0.3%;日0.9%台台店+0.4%韓 0.1%;中:深-1.6%滬-0.7%國企+0.1% Hxc+0.6%港0;Ccl+4% Evb:TslaPfm當升+ 5%天齊+9% Alb+4%Rivn+3%德方納米-5%恩捷天賜-4% ----- 4/5.JL世股摘期降息雙巴盤(佈道會:岸田4/6訪熊本,3月營收;財報:台積18:Tsm1%Nvda5/22;基金半年報結算:拉科技巨頭 MetaAmzn+3%Msft+2%;22.募集944,946; 5/1美聯儲:費+1.3%;電腦展 Dell+4%WWDC)AI:Amd3%Nvda2%Aaoi-4%Soun4%Tnx4.378Btc$68kGld+1.7%納1.2%標+1.1%道0.8%0.5%Eem Uso0.2%;日-2%韓 -1%;中:深-0.4%滬國企Hxc-0.2%港0 Semi:AsmlMrvl+3%ArmAmat+2%IntcSkh-3%; GoogCrm-3% Evb:Enph-7%天齊鋰Ssdi-5%Tsla-4% SkietEbmPfm-3% ----- 4/4.JL世股摘期降息雙巴盤(佈道會:岸田訪熊本,3月營收;財報:台積18:Tsm-2 %設備廠,5/1聯儲吹 冷股大跌:費-3%納道-1.4%標-1.2%羅- 1.1%;電腦展WWDC)AI:Amd-8%Avgo-3%Smci-6%Aaoi-5%Soun4%Skh+5%Tnx4.309Btc$67.7kEem-0.4%Uso1.3%;韓1.3%日0.8%;Hxc-0.1% Semi:Klac-4%MuArmAsmlLrcx-3%;GoogCrm-3% Evb:Ssdi+3%Alb-6%Rivn-4%CcjGmF-3% ----- 3/29.JL世股摘期降息復活節(佈道會:Q1季報:,財報會18台積;WWDC,電腦展);940狂掃近600億,台股新息ETF拉台告段落;台+0.7%台店+0.6%日0.5%韓0;中:滬+1%深+0.6%;Evb:當升恩捷+3% ------- 3/28.JL世股摘期降息(佈道會:Q1季報:臻鼎+8%鴻海Fii+5%Fit+3%,4月財報會;WWDC,電腦展)AI:費 +0.1%Mrvl-2%Pltr- 6% Tnx4.206Btc$70.8kUso+1.6%Gld+1.3%Vnq+0.7%0.5%Eem+0.4%道標+0.1納-0.1%;台店+1%日-1.5% 韓台-0.3%;中:國企+1.4%深+1.3%港0.9%滬+0.6% Hxc+0.3%;Ccl-5% Evb:EbmPfmOn-3%Tsla-2%Nvts+4%當升+7% Ggr+8%;Mrna-4% 中:紫光Jd+6% WbNio-4% ---- 3/27.JL世股摘期降息,能源車供應鏈雙巴豬頭盤德方納米-7%比亞迪恩捷-6% SedgEnph+10%Alb+8%Nvts+7%(佈道會:工具機展:上銀東台+10%;OFC聯發 科+3%;Q1季報,4月財報會;WWDC,電腦展)AI: Mrvl+6%海力士+3%Amd +1%Nvda-2%Tsm-1.6%費+1%;Fii-6% AaoiDell-3% Tnx4.19Btc$69.5kVnq+2.6%羅2.1%道1.2%標0.9% Gld0.7%納0.5% Uso0.3% Eem0.2 %;台店+1%日0.9 %台+0.4%20200韓+0.1%; 中:深-2.4%國企 Hxc-1.7%港 -1.4%滬-1.3%;美航+3% Evb:Wolf+6%F+5%RivnOn+4%TxnNxpiGnrc+3%億緯鋰-5%天齊鋰贛鋒鋰容百-4%;Ggr-7% Semi:SwksIntc+4%Syna+3%;中:紫光-4%中芯-3% ---- 3/26.JL世股摘期降息,大狗熊翻中能源車鏈:當升天賜+10%恩捷+6%德方納米+5%(佈道會:OFC:Fit月漲100%;Q1季報,4月財報會) AI:海力士+4%Mu +1.4% Arm-7%Nvda-3%Tsm-1% 費-0.8%Tnx4.234 Btc$70.1kUso-0.6% 納-0.4%標-0.3%羅-0.2% Eem道-0.1%;韓+ 0.7%日0台-0.3 %台店-1.5%;中:國企+1.2%港+0.9%深+0.3% Hxc-0.1%滬+0.2%;Ip-6% Evb:寧德時代億緯鋰能容 百+4%Tsla+3%F-4 %Ssdi Lgc-3%;騰訊聯想+4 % ----- 3/25.JL世股摘期降息,比特幣衝(佈道會:TMTS工具機展:東台上銀漲停;OFC- Fit月漲100%;3月底季報, 4月財報會)AI:Mu+ 6% Arm+3%Nvda+0.8%Tsm -0.2%費-0.3%Smci +7% Soun-5%Tnx4.253 Btc$70.3kUso+1.4%羅0.1%Eem 0.1%道-0.4%標 納-0.3 %;日-1.2%韓-0.4% 台-0.2%台店0.4%;中:深-1.5%Hxc-0.3 %滬- 0.7%港-0.2%國企-0.1%聯想-9%東方外海-4%百度 Wb+3%;Dis+3% Evb:Ebm+5%Nvts+4%Ssdi+3%德方納米-6%恩捷-4%Ccj Enph當升贛鋒鋰-3 % ---- 3/18~23CERAW標普全球能源會 3/22.JL世股摘期降息(佈道會:3月底季報,4月財報會 ;財報會:Nke-7%) Tnx4.218Btc$63.1k羅-1.3%Eem-0.7%道-0.8%Uso-0.2%標-0.1%納費 +0.2%;台日0.2%韓 -0.2%台店-0.4%;中:國企-2.5 %港-2.2% Hxc -1.8%深-1.2%滬1%;Goog+2% Evb:德方納米-6%華友鈷 天賜容百天齊鋰-5%贛鋒鋰當升Nvts-4%RivnAlb SedgGnrc-3%Ssdi+4% AI:Semi:Nvda+3% Tsm+0.8%;Soun-8% 中:中芯-6%JdWb -5%Li-3%東方外海-17% ---- 3/21.JL世股摘期降息(佈道會:21AI PC:Amd,Msft,蘋果會-4%;20央爸會+1D 半導體續衝:費2.3%,Mu+ 14%Skh+9%Avgo+6%TsmArm+2%Nvda+1%;Smci+8%Aaoi3%Soun-16%Snow-3%)Tnx4.271Btc$65.5k;羅+1.1%道+0.7%標+0.3%納+0.2%Eem +0.1%Uso-0.6%;韓2.4%台2.1%日2%台店0.7%%;中:港+1.9%國企1.8%深0.2%滬-0.1%Hxc-1.6% Fi:Gs+4%BacMs+2%Semi:Lrcx+4%Amat三星電+3%AsmlKlac Arm+2%;Dell+3%Evb:Ebm+4%Wolf+3%Nvts-5%Ggr+8%;XhbTol+2% 中:Li-7%Wb-4% ----- 3/20.JL世股摘期降息(佈道會:21AI PC:超微微軟,蘋果新品;20央爸會後噴股比特幣,美光財報盤後+18%Arm5%Avgo4%Amd-1%TsmNvda+1%費1.6% Aaoi6%Soun-5%) Tnx4.273Btc$68k;羅+1.9%納+1.2%道+1%標+0.9%Eem+1.1%Uso-1.5%;韓1.3%日0.7%台店-0.2%台 -0.4%;中:Hxc+1.9% 滬0.5%國企0.4%深0.2%港0.1% 觀旅:美航Ccl+5%達航波音+4%;美鋁+6%Fcx+4% Semi:GfsAsmlLrcx KlacQcomMuAmat+2%三星電+6%;Ms+3% Evb:Wolf+10%SedgF+5%GnrcEnph+4%AlbTslaNxpiGm+3%;Meta+2% ---- 3/19.JL世股摘期降息比 特幣跌(佈道會:央爸20,AI PC2,蘋果會,GTC18 Amd-5%Arm-4% Mrvl -3%Tsm -1.3% Nvda1%費-0.9% Smci-9 %Ai Skh-3%Aaoi5%) Tnx4.308Btc$62.6k;道0.8%標Uso 0.6%羅0.5%納0.4 %Eem-0.5%;日0.7 %台店0.6%台-0.1 %韓-1.1%;中:國企港-1.2% 滬- 0.7%Hxc深 -0.6% Evb:Ggr+7%Alb容百恩捷-3%;美鋁-4% Ip+11%;中:Nio東方外海-6% ---- 3/18~23CERAW標普全球能源會 3/18.JL世股摘期降息比,狗熊翻Tsla +6%(佈道會:央爸20;GTC18:Arm+2%Nvda0.7% Tsm0.2%費0 Smci-6%Soun-8% Fii+8%;21AI PC: Msft0.2%) Tnx4.34Btc$67.4k;Uso2.2%納0.8%標0.6%Eem道 +0.2%羅-0.7%;日2.7%台店1.3%台1%韓0.7%;中:深+1.5%滬1%國企0.5%港0.1%Hxc -0.6% Evb:Catl+6%TslaSki+5%SsdiEbmSkiet Ctmt+4% RivnEnph+3%Amsc-5%Wolf-4%Ccj+2%;Goog4%Meta+2%;Eric-7%;Ggr+6%;中:Li-12%Wb-5% ---- 3/15.JL世股摘期降息比 特幣跌(佈道會:GTC18: Amd+2%AvgoTsm-2% Arm-3%Nvda0費- 0.5% Smci-5%Pltr-4%Soun+6 %;21AI PC:Msft -2%) Tnx4.304Btc$68.5k;納-1%標-0.7%Eem-0.6%道-0.4% Uso0 羅+0.4%;韓- 1.9%台-1.2%台店- 0.6%日-0.3%;中:國企 -1.5 %港-1.4%Hxc-0.4% 深+0.5 %滬+0.6% Evb:SsdiIfnnySedg-5%StmEbmLge-4%SkietNxpiOn-3%RivnGmCcj+3% Semi:Arm-3%Asml-2%;Crm-3%;Amzn-2%;Fcx+3% 中:Wb+4%Li+3%東方外海-3%Asmc+4%Ggr+11% ----- 3/14.JL世股摘期降息(佈 道會:GTC18:Amd -4% Nvda-3%TsmMrvl -2% 費-1.8%Aaoi-8%Fii -6% Smci-5%Ai-4%SounDell-3%;21AI PC: Msft+3%) Tnx4.298Btc$71.2k;Uso1.6%羅-2%%Eem-0.5%道-0.4 %標納-0.3%;台店- 0.5%台0.1%日0.3%韓0.9%;中:Hxc- 2.8港-0.7% 深-0.5%國企-0.4%滬-0.2%Goog+3% Evb:RivnNvts-9%Enph-7%Wolf-6%TslaIfnny-4%PfmSsdiOn天賜德方納米恩捷-3%;中:Nio-6% Li-4% Semi:MuSyna-3%GfsSwks-2%;Asmc-7%X-6%Tol-4%裕元+33%Mrna-3% ----- 3/13.JL世股摘期降息,比特幣續創高(佈道會:GTC 18:Mrvl-6%Amd-4%Avgo-3%Tsm-1.6%Nvda-1% 費-2.5%Soun+25% Dell-3% AaoiFii-2); Tnx4.192Btc$73.1k;Uso2.4%羅+0.3%道0.1%標-0.2%Eem-0.3%納 -0.5%;台店-1.1%日-0.3%台0.1%韓0.4%;中:Hxc+1%滬-0.4%深國企-0.3港-0.1%Nio-4%Li 紫光-3%聯想+3%;美鋼-13%Fcx銅+8% Evb:SedgCcj-6%TslaRivnWolf-5%NxpiOn-3%Gm+3%F+2%;;Ms+3% Semi:SynaIntc-4%MuLrcx-3%AmatQcomLrcx-2%; 觀旅:Ccl達航+3%Mcd-4% ---- 3/12.JL世股摘期降息(佈道會:GTC18: Nvda+7% Tsm4%Soun+16%Smci+8%Fii-4%費+2.1% );中港股狗熊翻噴:Hxc+4%國企3.5%港3.1% Li+9% Jd+8%天賜+7% Byd+6% Tnx4.155Btc$71.5k;納1.5%標Eem1.1%道0.6%羅0Uso-0.4%Gld-1.1%;台店+1.4%台1%韓0.8%深0.5%日0%滬-0.4% Evb:Ssdi+11%Ebm+7%Pfm+6%LgesSkiet+5%IfnnyRivn-3%Enph-6% ;MetaMsft+3%Amzn+2% 中:Wb+5%騰訊+4% Semi:Mu+3%ArmAsmlLrcxAmd+2%;美航-5%波音-4% ----- 3/11.JL世股摘期降息比特幣續噴,中股能源車鏈 狗熊翻噴:深+2.3% Hxc+2.1%國企1.6%港1.4%滬0.7%德方納米+16%寧德時代+14%億緯鋰能+13%中偉新材容百+12%恩捷天賜+10%天齊鋰+9%贛鋒鋰+7%華友鈷+6%(佈道:GTC18:Tsm-5%AmdMrvlArm-4%Nvda-2%;Smci-5%AaoiAiPltr-3% Fii+4%費-1.3%上週MS-TMT)Tnx4.104Btc$72.3k;羅-0.8 %納-0.4%標-0.1%道0.1%Eem0.2% Uso0.4%;日-2.2%韓-0.8%台-0.3%台店0.5%Evb:Nvts+6%Alb+5%On+3%TmSsdi-3%;Meta-4%Amzn -2%Goog+2%中:Jd+6%Nio+5%騰訊+3%;Mrna+9%Lly-4% Semi:AsmlLrcxMu海力 士-3%AmatKlac-2 % --- 3/8.JL世股摘期降息老鮑話3/1,6噴半導體,8拉積變 殺盤:(佈道:GTC18: Avgo -7%Nvda-6%Asml-5%TsmAmd-2%費 -4%台+0.5% 皆創高後拉回;Mrvl -11%) Fii+10%Soun+4%Ccj-6%Snow-4%;Tnx4.089Btc$68.3k;納Uso-1.2%標-0.7 %道-0.2%羅Eem- 0.1%;中: 深1.1%港國企0.8% Hxc0.7%滬0.6%;韓+1.2% 日+0.2%台店-2.2% Semi:Arm-7%Lrcx -4% AmatQcomKlac-3%海力士+4%;Dell-4% Evb:Nvts-10%On-5%Wolf-4%Stm-3% Ssdi天齊鋰 +3%;Cost-8%Ggr-6%;東方外海+4% Ccl+5% ----- 3/7.JL世股摘期降息春吶老鮑話3/1,6噴半導體:(佈道:GTC18:Tsm149+5%Nvda926+4%費5165+3.4%台19693+1%皆創高) Soun+12%Pltr+10%Ccj+6%SmciPanw+3%;Tnx4.092Btc$67k; 納1.5%標1%羅+0.8 % Eem+0.6%道0.2% Uso-0.2%中概:深- 1.4% 港-1.3%國企-1% Hxc-0.9%;台店- 0.4%日-1.2%韓+ 0.2%滬-0.4% Semi:QcomMrvl+5%AvgoSynaAsmlMuIntc+4%AvgoArm+3%;Meta+3%GoogMsft+2% Evb:SsdiRivn+13%OnSedg+7%Wolf+5%StmIfnny+4%NxpiLgesSki+3% 德方納米容百恩捷-4% 美鋁+6%Fcx+4%; ----- 3/6.JL世股摘期降息老鮑話春吶3/1,6噴半導體:(佈道:GTC18:Nvda+887+3% Amd210+3%費4997 +2.6%創高;Tsm 141+5%) Pltr+10%AiAmsc+4%Smci+3%Panw-4%;Tnx4.104Btc$66.1k;Uso+2.7%羅0.7%納0.6%標0.5 %道0.2%Eem1.5% 中概:Hxc+2% 國企 +2%港+1.7%;台0.6%台店+0.3%日0深-0.2%韓滬-0.3% Semi:SwksQcomAsml+4%IntcMrvl+3%Amat+2%;Hpq4%Ibm+2%Eric+3% Evb:Alb+9%Wolf+5%Tsla-2%中概:Jd+8%Wb Nio+5%阿里+3%;美鋁+5%Fcx+3%;Ms-4% ----- 3/5.JL世股摘期降息春吶游資追ETF權值小妖噴:(佈道:GTC18):大跌小妖Soun-12%Ai-8%SnowAmsc-6%;能源車鏈:Alb-18% Nvts-7%EbmPfm天齊鋰-5%Tsla-4%;中概:國企港-2.6% Hxc-1.5% ;Btc$63.7kTnx4.137;費-2.1%納-1.7 %標羅道 -1%Eem-0.9%Uso-0.8%;台0.4%滬+0.3%台店+0.1%日0深-0.6%韓-0.9 %;Crm-5%AaplMsft-3%Amzn-2%;Fxc-3% Semi:Intc-5%AvgoSwksGfs-4%AsmlQcomArmSyna-3%Tsm-2% Evb:德方納米Wolf -4%Lges贛鋒鋰容百-3% 中概:Jd-8%阿里中芯騰訊-3%東方外海-3% ----- 3/4.JL世股摘期降息春吶游資追ETF權值小妖噴: Btc$68.2k+7%游資指飆;(佈道:GTC18Nvda852.37 +4%Tsm138.26+3%,Amd205.36+1%,費4981.97 +1.1%創高;補漲Intc+4% Qcom+2%)AI:入指Smci+19%Fii+10%聯想+7%Soun-7%AiSnow-5%Pltr-4%AaoiArm-3%;Tnx4.219:大跌:能源車TslaAlb -7%中概Hxc-4%Uso-1.3% 羅標-0.1%Eem-0.2% 道-0.3%納-0.4%;台+2%韓+1.2%台店+0.6%日0.5%滬0.4%港深0國企-0.2% Ggr-9%;AaplGoog-3%;Ms+4%Bac+2%美航-5%Evb:RivnEnph-4%Wolf天齊鋰-3%Pfm+6% 中概:Li-14%Nio-8% Wb-9%紫光+5% ---- 3/1.JL世股摘期降息春吶游資追ETF權值小妖噴: 老鮑話降息預期:Fii+7%Smci+5% Soun-19%Aaoi-4% Ai-3%(佈道會: Dell+32%創高 GTC:Nvda822.79+4%,Avgo1399.17+8%,Amd202.64 Lrcx981.53Klac717.57+5%, Asml990.94,Amat210.25+4%,費+4.3%創高,Tsm+5%,Mrvl+8% Syna+6%Mu+5%); 中股大狗熊翻紫光+10%聯想+5%Hxc +1%深+1.1%國企+0.9%Tnx4.201Btx$62.3k Uso+2.2%Eem+1.2%羅納+1.1%標+0.8%道0%;日+1.9%台店+0.8%港+0.5%滬+0.4%台-0.2%日-0.1%韓-0.4%;Lly+4%;Ccj+4%Panw-3%;Meta+2%Evb:Wolf+9%Stm+3%EbmAlb+4% NxpiIfnnyOn容百+3%Nvts-8%;Hpq+4% ----- 2/29.JL世股摘期降息春吶游資追ETF權值小妖 噴:Snow-18%Aaoi+13%Smci+6%(佈道:Wmc:Dell盤後+20%Amd+9%Mrvl+6%Arm+5% ;Nvda:新佈道會Gtc);游資指飆比特幣噴?Btx$ 61.6k;中股大狗熊翻紫光+10%贛鋒鋰+7%Nio中芯天齊鋰天賜億緯鋰能+6%深+3.1%滬+1.9%Hxc-0.2%國企港-0.2%Tnx4.252費+2.7%納+0.9%羅+0.7%標+0.5%道+0.1%Eem0Uso-0.4%;台店+1.1%台+0.6%日-0.1%韓-0.4%; AmznGoog+2%Evb:Enph+7%Nvts+6%德方納米+5% EbmAlb寧德時代恩捷+4%當升華友鈷+3%;Bby+6%;Semi:Gfs+4%SwksIntc+3%Nvda+2%;Crm+3% ----
2/28.JL世股摘期降息春吶游資追ETF權值小妖 噴:Aaoi-9%Fii-5%Smci-4% (佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$61.8k+8%; 中股大狗熊翻?深- 2.4%國企-2%Hxc-1.7%滬-1.9%港-1.5%Tnx4.315Eem-1.3%費-1.1%羅-0.8%納- 0.6% Uso-0.3%標-0.2%道-0.1%;日-0.1%韓+1% Evb:Ebm+8%Sedg德方納 米-5%Ifnny-4% Stm-3% 中概:百度-8%Wb Nio-6%中芯-5%騰訊-3% (Tsm佈道會後設備材料股續回Amat -3%Arm-3%) ----- 2/27.JL世股摘期降息春吶游資追ETF權值小妖 噴:Fii+9%Aaoi+5%PltrPnaw+5%Arm-6%Smci-3%(佈道:Wmc;Nvda:新佈道會Gtc);游資指飆比特幣續噴Btx$56.9k; 中股續大狗熊翻:中芯紫光+10%深+2.2%Hxc+2.1%國企滬+1.5%港+0.9% Tnx4.315Uso+1.5%羅1.3%納0.4%Eem標+0.2%費-0.2%道-0.3%;日0台台店-0.5韓-0.8 % (Mu+3%Hbm3e新品量產Skh-5%);Ccl+7%Evb:蘋果棄車,韓中供應鏈 將慶祝:Li財報+12% Alb+6%Byd+5%IfnnyStmNxpi+4%Rivn天齊鋰當升德方納米+3%; 中概:Wb+5%; (Tsm熊本佈道會後設備材料股回落) ----- 2/26.JL世股摘期降息春吶權值小妖噴:Pnaw+7%Arm+10%AaoiAsmc+4% Pltr+3%(佈道會:Tsm24:Amat+3%Klac+2%;Wmc;Nvda:Gtc續創高);Btx$ 54.5k+5%Tnx4.299Uso+1.2%費+1.1 %Hxc+0.7%羅+0.6 %納-0.1%道-0.2%Eem標-0.4%;台店+0.6%日+0.4%台0.3%滬-0.9%韓-0.8%國企-0.7% 港-0.5%;谷歌-5% Ggr-7% Evb:Rivn+6%Wolf+5%Tsla+4%寧德時代-3% Semi:Mu+4%Gfs+3% 中概:Li+19%Nio+ 5% 聯想+4%;美鋁-4% Fcx-2%;Ccl-3%;Mrna-3% ---- 2/23.JL世股摘期降息春吶權值小妖噴:Rivn-12% Nvda佈道會嘎空後:Smci-12%AmdPltr-3%;Aaoi22:Aaoi-30%; Tsm24:Klac-2%;WmcMtk+8%)Panw+5%;Btx$50.8kTnx4.26Uso-2.3%費-1.1%羅0.1%納-0.3% Eem 標0道+0.2% Hxc+0.7%;台 0.2%國企韓+0.1%港-0.1%台店-0.2%; Evb:Wolf-6%SedgEnph-4%TslaNvtsOn-3%Pfm德方納+3% Semi:Arm+4%Skh+3%Mrvl-3%;中概:Nio-8%聯想-3% ----- 2/22.JL世股摘期降息春吶權值小妖噴: Nvda佈道會費標日歐股創高:Nvda785.38+16%Amd+11%Mrvl+7%Avgo+6%,Smci+33%Pltr Snow+4%;Aaoi22Aaoi+6%:Tsm24:AmatAsmlKlacLrcx+5%Tsm+3%;WmcMtk+8%);狗熊翻續:國企+2.1%港+1.5%滬+1.3%深+0.8%Btx$51.3k Tnx4.327費+5%納+3% 標2.1%Hxc+1. 5%道1.2%Eem羅+1% Uso0.6%;日2.2 %台0.9%台店0.7%韓0.4% ; Semi:MuSkhy+5%Arm+4%;MetaAmzn+4%Msft+2%;Mrna+14%, Evb:Rivn-26%Sedg-6%Lgc-4%;Ccl美航達航+3% 中概:Li+6%紫光+4%聯想阿里+3%;Aig+3%,Lly+3% ----- 2/21.JL世股摘期降息春吶尾小妖崩:Panw-28% 28%Sedg-12%(Nvda 21盤後+9%Smci-7%Fii-5%NvdaPltr-3%;Aaoi22 Aaoi-4%:Tsm24:;Wmc);狗熊翻續:國企+2.2%港+1.6%滬+1%深+0.8% Btx$51.8kTnx4.325 羅-0.5%納-0.3%費 -0.2% 標道+0.1%Eem+0.2%Hxc+1%Uso1.1%;台+0.6%台店0台-0.4%日 -0.3%韓-0.2%;美鋁+5%;Evb:天齊鋰+4%Alb德方納米+3%比亞迪+2% Rivn-4%中概:中芯+5%聯想+4%匯豐銀-4%東方外海+3%;Tol+4%; GfsIntc-2%;U-4%; -----
2/20.JL世股摘期降息春吶紅包追ETF尾,重磅股小 妖股回:(佈會常為波頂:Nvda21:ArmAmd-5%NvdaPltr-4%Smci-2%; Aaoi22Aaoi-7%:Tsm24:Amat-5%Lrcx-3%Asml-2%;Wmc)Amsc-7%Snow-4%Lly-3%;Btx$52.3kTnx4.252費-1.6%羅Uso-1.4%Hxc -1.3%納 -0.9%標-0.6%道-0.2% Eem0.2%;國企港台+0.6%滬+0.4%台店+0.2%深0日-0.3%韓-0.8%;Aig-3% Evb:AlbWolf-6%TslaRivnEnph-3%Ebm+4%Pfm+3%;U-6%Bhp-4%Cat美鋁-3%;Wmt+3% ----- 2/19.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常 為波頂;Tsm24;Wmc);Btx$52.1kTnx4.295;滬+1.6%韓+1.2%深+0.9%台店0.4%台0.2%日0國企-1.3%港-1%Evb:Ebm-4%Lges-3% 中概:紫光+6%Jd中芯-4% ---- 2/16.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:(佈會:Nvda21常為波頂:Smci-20%Aaoi -5%Arm-4%;Tsm24:Amat+6%;Wmc);狗熊翻:國企+2.7%港+2.5%天齊鋰+6%Ssdi+5%;Btx$52.1kTnx4.295: Eem+0.6% Uso+0.8%Hxc+0.6%羅-1.4%納- 0.8%Vnq-1%費-0.7%標-0.5%道- 0.4%;韓+1.3%日0.9%台店0.7%台-0.2% Evb:LgcSkiLgesByd+4%Alb+3%EnphGnrc-3%Wolf-4%Nvts-6%;Lly+3%;Mrna-3%;Ccl-3%;Meta-2% Semi:SynaMu-3%QcomTsm-2%;中概:Jd+5%中芯+4%東方外海+3% ------ 2/15.JL世股摘期降息春吶紅包追ETF,衝指數重磅股小妖股:羅+2.5%(佈會:Nvda21常為波頂,Tsm24,Wmc) Soud67%Smci14%創高;祥茂 +8% Arm6%,狗熊翻:Tsla+6%Sedg +5%Btx$51.9kTnx4.24:Vnq+2.3%Uso+1.8%Hxc+1%道0.9 %Gld+0.7%Eem 0.5%標0.6%納+0.3 %費-0.2%;台+3%台店+1.6%日+1.2 %國企0.5%港0.4%韓-0.3%;科技重磅:Meta+2% Goog-2% 老巴加能源:Cvx XomFcx+3%美鋁+2%Evb:PfmLgc+5%EbmAlbEnph+4%Rivn+3%Gnrc-4%;Asmc-3%;Mrna+5% Fi:Wfc+7%;BacJpm+2%; ----- 2/14.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,小妖股(佈會:Nvda21, Tsm24,Wmc):Nvda739+2.5%Smci+11%創高;Asmc+14%Aaoi+11%ArmPltr+5%;Btx$52.4k+6%續衝;Tnx4.267:Hxc+3.5%羅+2.4%費2.2%Eem1.4%納1.3%標1%道0.4%Uso -1.5%;國企1.5%港0.8%日-0.7%韓 -1.1% Evb:Sedg+8%NvtsEnph+7%On+4%TslaIfnny+3% Semi:Amd+4%AmatQcomLrcx+3%;Meta+3% 中概:Wb+6%Nio +5%紫光東方外海+4%; ------ 2/13.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,通膨超預期國債率噴價大跌Tnx4.279+3.5 %,AI小妖股轉挫(佈會:Nvda21, Tsm24,Wmc):羅指-4%Arm-19%,Aaoi-11%PltrCcj-4%;Btx$49.5k:Hxc-2.7%Vnq-2.1%費-2%Eem -1.9%納-1.8%Gld道標-1.4%Uso+0.8%;日+2.9%韓+1.1%;Eric-5%Evb:Sedg-8%AlbWolfNvts-7%Rivn-6%Ifnny-5%Enph-4%;美鋁-7%;Bby-4%Semi:SynaMu-5%MrvlAmatAsmlSwks-3%Tsm-2%;海力士+5%; Fi:Gs-4%Ms-3%;Tol-5%; 中概:Nio-6%阿里Wb-5%騰訊聯想-4%;Cat-3% ---- 2/12.JL世股摘期降息春吶紅包追ETF,衝指數重磅股,AI小妖股,游資指飆Btc$50k:Arm+29%,佈道會前先噴Nvda +722.48+0.2% Smci+4%創高 Asmc+15%Aaoi+5%Pltr+3%Tnx4.172Hxc+2.1%羅1.8 %Eem0.8%道+0.3 %Uso+0.6%費-0.2 %納-0.3%標 -0.1% Evb:Sedg+7%Enph+5%Alb+4%Wolf-3%Tsla-3% Semi:Mrvl+2%Asml-2% ---- 2/9.JL世股摘期降息春吶紅包追ETF,衝指數重磅與AI小妖股:Nvda721.33+3.6%Smci+6%創高Aaoi+6%Nvts+5%Snow+5%台積佈道會前衝設備股 Amat+7%LrcxKlac+5%;Tnx4.17Btc$47.3k游資指飆續衝;費2%羅1.5%Hxc 1.4%納1.3%標0.6%5026Eem0.4%Uso0.2%道 -0.1%;國企-1%港 -0.8%日+0.1% ;Amzn+3%Goog+2% Evb:Enph+5%Rivn+4%Tsla+2%;XomCvx-2% Semi:Skh+3%Mrvl-3%;東方外海-9%Mrna-7% ----
2/8.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Arm+48%,Nvts+11%Pltr+4%,Tsm+7%佈道會前先衝補漲;狗熊翻:Dis+12%;中A股續港股跌:深滬+1.3%港-1.3%國企-1.1%Tnx4.17 Btc$46.2k蠢動 Uso3%費1.6%羅1.5%納0.2%道標0.1%Eem-0.6 %Hxc-1.1%;韓0.4%日+2.1%;Amsc+6 %Ccj-7% Evb:德方納米+9%Wolf 容百+7%EbmRivn+6%PfmOn+5%華友 鈷天賜+4%Ifnny StmNxpi+3%Semi:Gfs+4%SkhAvgo+3%;中概:東方外海-7%阿里-6%中芯+4%;Mrna-6% -----
2/7.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr+8%Panw+7%Arm+6%盤後衝20%,Tsm+5%佈道會前先衝;Lly+3%續創高;能源超級大狗熊翻:Enph+17%Sedg+13%Gnrc+7%;中A股續超級狗熊翻港股停:深+2.9%滬+1.4%國企-1%港-0.3%當升+10%容百 +8%Btc$44.5k蠢動Tnx4.11費1.6 %納1%Uso0.9%標+0.8道+0.4%Eem羅-0.2% Hxc-1.3%;韓1.3%日-0.1%Evb:EbmF+7%Pfm+3%Ifnny-5%,Snap-30% Semi:Syna+4%MrvlNvdaAvgo+3%;Meta+3% ---- 2/6.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股Pltr+31%Fii+5%Smci+3%,中股狗熊翻:深+6.2% Hxc+5.9%國企+ 4.9%港4%滬+3.2%Nio+12%Li+11%當升+10%中芯+9%贛鋒鋰WbJd阿里+8% Btc$43kTnx4.09Eem+2.3%羅Uso0.9%道+0.4%標+0.2%納+0.1%費-1.1%;韓-0.6%日-0.5% Evb:Tm+8%華友鈷7%Wolf天賜+6%Alb Rivn德方納米寧德代天齊鋰F+4%Tsla+2%Ski-5%Ebm Ifnny-4%SkietSsdiLges-3% 中概:聯想+7%;Fxc+4%美鋁+3%;美航+4%Nke+3% Semi:Amd-4%Mu-3%KlacLrcxSkh+4%;美航+4% ----
2/5.JL世股摘期降息春吶紅包追ETF,衝指數重磅股與AI小妖股:Pltr盤後+17%Smci+14%Lly+6%Nvda 693.3+5%創高;Fii +6% Aaoi+5%Btc$42.8kTnx4.164費+1.2%Uso1%Hxc0.2%Eem0.1%納-0.2%標-0.3%道 -0.7%羅 -1.3%日+ 0.5%台+0.2%企0台店港- 0.2%韓 -0.9%深 -1.1%滬 -1%; Evb:Skiet-11%德方納米-9%華友鈷-6%WolfAlbF當升贛鋒天賜-5%Tsla EnphRivn恩捷-4%容百Sedg-3%寧德時代+4%On+10%Semi:ArmTsm+3% Gfs-7%;Meta-3%Mcd-4%;美鋁-9%Fcx-4% 2/2.JL世股摘期降息美中股續分化,春吶紅包追ETF,加財報衝指數重磅股Nvda661.6+5%創高Meta+20%Amzm+8%Aaoi+14%Snow+9% Fii-4%深 -2.2%滬-1.5%韓+2.9%Btc$43.kTnx4.028國債反向;納+1.7%費+1.3%標+1.1%道+0.4%Eem-0.3%羅-0.6%Gld-1%Uso-2.3%;台店+0.8%台+0.5%日+0.4%國企-0.1%港-0.2%;Evb:Lgc7%Ssdi+4%Ski+ 3%Wolf-6%當升容百德方納米-5%華友贛鋒鋰鈷恩捷-4%Ccj-3%;Ip-3%Semi:Amd+4%Tsm三星電+2%;中概:紫光Nio-4%東方外海-4% ---- 2/1.JL世股摘期降息財 報衝春吶:Smci創高+10%Fii+9%Aaoi+5%Ccj+6%Wolf-14%Qcom-4%重磅:亞馬遜+3%微軟+1.6%臉書+1.2%(盤後臉書+14%亞馬遜+8%);Btc$43.3kTnx3.888Vnq+1.8%羅+1.4%納標+1.3 %Eem道+1%費0.5%;韓+1.8%國企+0.6%港+0.5%台+ 0.4%台店+0.1%日-0.8%;Mrna-3% Evb:SedgSki+4%Ebm+8%;中概:LiWb +5%; ----- 1/31.JL世股摘期降息財 報衝春吶:Amsc-18 %Goog-7%Aaoi-6%Snow-5%波音+5%Smci+3%;中港股續崩深-2%滬國企-1.5 %港-1.4%Btc$42kTnx3.967Uso-2.6%羅-2.5%納-2.2%標-1.6%費-1.4%道-0.8% Eem-0.5%;台-0.8%韓-0.1%日+0.1%台店+0.2%; Evb:贛鋒鋰-8% 天齊鋰Nvts-6%Alb-5 %WolfSegd華友鈷-4%Ebm容百恩捷 -3%TslaRivn-2% 中概:聯想紫光-4%; Semi:TsmAmdGfs-3%NvdaAvgoAmat-2%;Msft-3%MetaAmznAapl-2% ----
1/30.JL世股摘期降息財報衝春吶道指輝達續創高: Gm+8%Aaoi+5%Smci+3 %(盤後:Amd谷歌-6%Tsla- 5%);中港股續崩:國企-2.5%深- 2.4%港Hxc-2.3%滬-1.8%中芯Nio-6%Btc$43kTnx4.059費-1.6%羅納Eem-0.8%標 -0.1%道0.4%Uso+1.1%;台-0.5%韓-0.1%日+0.1%台店+0.2%;Glw+7%:Evb:Nvts-5%Wolf比亞迪華友鈷寧德時代當升容百-4%EbmSkiRivnEnphSedg恩捷天賜德方納米-3% 中概:Jd紫光-4%;美航-3%; Semi:AmdSynaMu-3% ----
1/29.JL世股摘期降息財報衝春吶微軟谷歌輝達創高: Aaoi+7%Smci+5%Fii-6%;中港股漲跌:深-2.1%Hxc-1%滬-0.9%Btc$43.2kTnx4.091羅+1.7%費納+1.1%標0.8%道0.6% Eem+0.1%Uso-1.4%;韓國企0.9%日台店港0.8%台+0.7%; Evb:Ebm天賜-7%恩捷-6%德方納米贛鋒鋰華友鈷-5%天齊鋰當升容百-4%Pfm-3%SsdiRivn+5%TslaSkiWolfSedg+4%AlbNvts+3% 中概:聯想-5%紫光-3%Semi:Mrvl+3%NvdaArm+2%;SnowCrm+3%;Mrna+3% -----
1/26.JL世股摘期降息衝春吶:財報Intc-12%費-2.9%Klac-7%聯想-10%Aaoi-8%Lvmh+12%;中股狗熊翻挫:國企-2%港-1.6%深-1% Btc$41.8kTnx4.16 Hxc-0.5%納-0.4%標-0.1%滬羅納Eem+0.1%道+0.2%Uso+1.2%;韓0.3%台台店0%日-1.3%; Evb:Ebm+7%Pfm+6%SsdiLges+4%LgcSki+3%德方那米容百-5%比亞迪-4%寧德時代-3%;Amsc+4% 中概:阿里中芯-3% Semi:Gfs-5%Arm-4%AmatLrcxMrvl-3%;Ccj-4% -----
1/25.JL世股摘期降息財報衝春吶:納標指Amd+6% Nflx+3%Nvda再創高: Amsc+36%Ibm美航+10%Tsla-12% L&F-11%;救市降準中股狗熊續噴:國企2.2%港+2%滬3%深2% Btc$40kTnx4.132Uso2.4%羅+0.7%道+0.6%標+0.5%納0.2%Eem0.1%費-0.3%Hxc-0.1%;被提款買中股:台0.7%日韓0%台店-0.3%;達航+5%Evb:EbmWolf-5%Pmf-4%AlbOn-3%當升+5% 中概:Jd騰訊中芯+3% 原料:CvxXom+3% Ip+4% Semi:Asml+3%Mrvl-3%;Ccj-3%;Fii+4%Cat+3%;Unh-3%;波音-6% ----- 1/24.JL世股摘期降息財報衝春吶:微軟破3兆美元,Nflx+11%Asml +9%,帶動費納標指微軟(Amd+6% Nvda+2%,Aaoi-8%)再創高;降準中港股狗熊噴國企+4.1%港+3.7%Hxc+2.4% 滬+1.8%深1%阿里+7% Btc$40kTnx4.178費+1.5%Eem1.1% Uso1.4%納0.4%標0.1%羅-0.7%道-0.3 %;台店0.2%台0%日-0.8%韓-0.4% Evb:Skiet+6%天齊鋰+3%RivnGnrc-4 %Enph-3%;Fcx+4% 中概:Jd+5%騰訊+4% Semi:Amat+4%LrcxKlac+3%Tsm+2% ----- 1/23.JL世股摘期降息春吶:中港股再狗熊翻Hxc+4.8%國企+ 2.8%港+2.6%深+ 1.4%Aaoi+6%Smci+5%;Btc$40k Tnx4.142Eem+0.9%費+0.7%納+0.4%標+0.3%道-0.3%羅-0.4%Uso0;台+0.7%韓+0.6%滬+0.5%台+0.3%日-0.1% Evb:Ebm-3%Wolf+6%Enph+4%Byd容百+3% 中概:百度+7%Jd+5%Nio騰訊紫光東方外海+4%;美航達航+3%;美鋁+7%; Vz+7%Rtx+5%;Lmt-4%Pg+4%;Gfs+3%;Snow+3%;Tol-5% ----- 1/22.JL世股摘期降息春吶:再創高:道0.4%費+0.3%標+0.2%日:36546 +1.6%豐田創新高;Btc$39.7k-4.3% Aaoi+8%Smci+3%;中股探底:深-3.5% 國企-2.4% Hxc-2.2%滬2756-2.7%港-2.3%14961 韓中電池鍊崩Ebm-11%德方納米L&F-8%當升容百 -7%Pfm天賜-6% Tnx4.094Uso+1.3%羅2%納0.3%Eem -1%;台店1.2%台0.8% 韓-0.3% Evb:Ski-5%;LgcSsdi-4% 華友鈷天齊鋰-4% AlbRivnSedgNvts+4%Wolf+7%中概:紫光中芯-4% Semi:Amd-3%Syna+4%;Aaoi+4%;Snow+4%;Ccl-4%;Fxc-3% ---- 1/19.JL世股摘期降息,台積美超微佈道會:費+4%Smci+36%Amd174.2+7%Nvda594.9+4%續創高Avgo Arm +6%LrcxAmat Qcom+5%Aaoi-5%Btc$41.5kTnx4.196納+1.7%標1.2%道羅Eem+1.1%Uso-0.4 %Hxc-0.6%;台+2.6%日1.4%韓1.3%台 店+0.9% 國企-0.9%深-0.7%滬港 -0.5%港15308,Semi:三星電海力士KlacGfs+4%QcomArmAvgoSynaIntc+3% Evb:Txn+4%Nxpi+3%EbmAlbL&F-4%SkiWolfEnph贛鋒鋰天齊鋰-3%德方納米-5%;Fi:Wfc+4%AigJpm+2% -----
1/18.JL世股摘期降息,台積佈道會領漲中股午後衝 Tsm+10%Arm+6%AmatAsml+5%MrvlKlacLrcxAvgoSwks Qcom+4%Fii+8%;Btc$41.1kTnx4.144;費+3.4%Uso+1.7%納+1.4%標0.9% GldEem+ 0.8%羅0.6%道0.5% Hxc -0.2%;深+1%國企港0.8%台滬+0.4%韓+0.2%台店-0.2%日0;Ibtc-3%觀旅:美航+7%波音+4%達航+3%;Aapl+3%Meta+2 Evb:Ifnny+5%StmTxnTm Nxpi德方納米+3%Rivn-6%Alb贛鋒鋰-3%;東方外海+5%;Amsc-5%; -----
1/17.JL世股摘期降息 SmciAaoi-2%;中股續挫 港-3.7%15276國企 -3.9%Hxc深-2.6%滬-2.1%Btc$42.6k Tnx4.106;Eem-1.5% Gld-1.1%費-0.9% 羅-0.7% 標納-0.6%道-0.3% Uso1%;韓-2.5%台店-1.6%台-1.1%日-0.4%; Evb:SkietRivnSedg -6%天齊鋰-7%Lgc PfmEbmByd容百億緯鋰德方納米-5%SsdiNvtsWolfSki華友鈷-4% Tsla-2% 中股:Jd-6%中芯-5%WbLi聯想阿里-4%東方外海-5%Semi:IntcSwks-2% -----
1/16.JL世股摘期降息:CES尾Amd+8%Nvda+3%Smci-4%;中概股續挫港恆破萬六Hxc-3.8%港 -2.1%國企-1.8% Nio-9%聯想-6% Btc$43.3kTnx4.028;費+1.4%納-0.2% Uso+0.2%標-0.4%道-0.5Gld-0.6%羅-0.7%Eem-2.1% ;韓台-1.1%日-0.8%台店-0.4%深滬+0.3%;Evb:L&F+8%寧德時代+3%NvtsIfnnyWolf-3%Gnrc-6%;Panw+2% 原料:美鋁-7%Fcx-5 %CopBhp-3%;Amsc-4%; 旅消:波音-8%Nike Bby達航-3%;Ms-4% Semi:Mu+3%Gfs-3% ----
1/15.JL世股摘期降息:美股休,日股續強+0.9%;中股續弱:國企-0.7%深-0.4%滬港-0.2%韓0台0.2% 台店+1.1%;Evb:德方納米-5%Ebm-4% Lges華友鈷容百天賜-3% ---- 1/12.JL世股摘期降息:日股+1.5%續衝高航空重挫,CES尾Aaoi-5%;中概狗熊翻未續Hxc-1.5% 加密幣波段利多出盡重挫Btc$43.1k- 7%Ibtc-6%,觀旅重挫美航德航-9% 核礦股續衝Ccj+7% Tnx3.95;費-0.4%道 -0.3%羅-0.2%納0標+0.1%Eem+0.4%Uso+0.6%Gld+1%;韓深-0.6%台店-0.5 %港-0.4%台滬國企-0.2%; Evb:L&F-6%TslaRivnSedgEnph-4%;Ccl-3%;Wfc-3%;中股:百度-7%Li-4%東方外海+4% ---- 1/11.JL世股摘期降息:中概電池鍊狗熊翻,日股+1.8%連創高,CES尾Aaoi-15%;Btc$46.4kTnx3.977;Uso+1.6%Hxc+1.1%費+0.5% Eem+0.4%納道0標-0.1%羅-0.8%;日+1.8%%深+1.5%國企+1.4%港+1.3%台店1%台+0.5%滬+0.3%韓-0.1%;Evb:德方納米+12%天賜恩捷+6%容百+5%Byd天齊鋰贛鋒鋰+4%寧德時代+3%Ebm+4%TslaAlbEnph-3%Sedg-4%Wolf-5%Nvts-6%;U-6%;Ccj+3%; 中股:紫光+4%中芯+3% Mrvl+4%;Asmc-4% --- 1/10.JL世股摘期降息:黃主教CES佈道股價續創高Nvda+2%;Ccj+5%;Panw+5%Btc$46.5kTnx4.03;納+0.8%標+0.6%羅+0.5%羅+0.1%道-0.4%標-0.2%納+0.1% Hxc-0.7%Uso-1.2%;日+2%韓-0.8%深港-0.6%國企-0.5%台-0.4%台店0; Evb:Wolf-10%Ssdi-4%Ebm-3%Sedg+5%Tm+4%;Meta+4%中股:NioLi中芯-2%;Lgd-4%Skhy-3% --- 1/9.JL世股摘期降息:CES大拜:黃主教佈道股價創高,Nvda+2%,Amd+2%;Aaoi+8%Smci+7%;Ccj+5%;Btc$45.9kTnx4.019; EemHxc-1.4%羅-1.1%道-0.4%標 -0.2%納+0.1% Uso+1.5%;國企-0.6%台店-0.5%台港-0.2%韓-0.3%日+1.2%;Hpq-2% 海運股價崩:東方外海-7%;Evb:TslaIfnny-2%WolfEbm-4%;中股:Nio-5%Jd Wb-3%聯想+5%;Mrna-5% ----- 1/8.JL世股摘期降息:比特幣噴高Btc$47k+7%油跌Uso-3.8%,CES大拜拜:黃主教佈道:Q2出中品股價創高 Nvda+5%,Smci +10%Ldg+7%半導體:費+3.3%Arm+9% Mrvl+7%Amd+5%中股續跌:國企-2.3 %港恆深-1.9%Hxc-1.5%滬-1.4% Tnx4.002;納+2.2% 羅+1.9%標+1.4% 道+0.6% Eem0.3%;台0.3%台店0韓- 0.4%Evb:L&F-5%SkietPfm-4% OnNxpiIfnnyRivn +3%Nvts+4%;Amsc-6% Semi:GfsSyna+4%IntcKlacLrcxTsm+3%;觀旅:美航+7%達航+3%;波音-8% 五姊妹:Amzn+3% GoogAaplMetaMsft+2%; 中股:Jd-4%紫光中芯-3%;XomCop-3% ----- 1/6.JL世股摘期降息:十年國債率升Tnx4.042中股續跌Hxc-1.8%深-1.1%滬-0.9%Btc$44k;AI:Aaoi+9%;Uso+2.2%費+0.6%標+0.2% Eem道納+0.1%羅-0.3%;國企-0.8%港-0.7%韓-0.4%台-0.2%日+0.3%台店+0.5%Evb:Ebm+13%Pfm+4%Wolf贛鋒鋰+3%天賜-3%Sedg -4%Qs-6%Semi:Mrvl+3%NvdaAmd+2%;觀旅:美航+4%Ccl達航+3%;聯想-4%阿里-3% ----- 1/5.JL世股摘期降息:AI:Aaoi+6%Smci+3%;Qs+43%中股電池鍊續跌Btc$44.1kTnx3.991Uso-0.9%費-0.8%納-0.6%Hxc-0.4%標Eem -0.3%羅-0.1%道0Eem0;深-1.2%國企韓 -0.8%台店 -0.7%日-0.5%台-0.1%港0深國企 -0.8%0.2%Evb:L&F+9%SkietEbm+3%Enph SedgRivnStm NxpiOn德方納米-4%寧德時代華友鈷恩捷當升容百天賜Alb-3%;Ccl+3%;東方外海;Amzn-3%;Syna-3% ----
1/3.JL世股摘期降息:比特幣大跌;AI:Aaoi-7%聯想-5%能源股車股大跌Enph- 7%GnrcSedgWolf PfmL&F-6%Nvts Alb-5%TslaRivn-4%;韓股-2.3%三星海力士-3% ;Btc$42.9kTnx3.907Uso+3%羅-3.4%費-2%納-1.2%標道-0.8%Eem-0.6%; 台-1.7%台店港-0.9%深國企-0.8滬+0.2%Hxc+1.5% Evb:IfnnyOnEbmSsdiSkiF-4%Stm-3%;Mrna-3% Semi:Swks-4%Syna-3%AmdAmatAsmlMrvl-2% 觀旅航:Ccl-5%達航-4%美航波音-3% Lly+4%;美鋁-5% ----

24-1/2..JL世股摘期降息: 半導體加管Arm-8%Amd-6%IntcAsmlAmat-5%中概續跌Hxc-3.5%國企- 1.7%港-1.5%Fii-6%Btc$45.2kTnx3.946費-3.7納-1.6%Uso-1.3%Eem-1.2%羅-0.7%標-0.6%道+0.1%;深-1.3%滬台-0.4%台店 -0.3% 日-0.2%韓+0.6%;Evb:Rivn-10%Nvts-5%NxpiIfnnyStm寧德時大德方納米-4%天賜贛鋒鋰-3% 中概:Li-8%Nio-7% Semi:LrcxIntcMrvlKlacMu-4%AmatGfsLrcxNvdaQcomSwksAvgoSyna-3%;Aapl-4%Meta-2%;Ccl-7%;U-5%;Nflx-4%;Mrna+13%
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23-12/29.JL世股摘:期降息:假期交易清淡,中港股狗熊翻後回平淡:Aaoi-12%,Btc$42.2kTnx3.859羅-1.5%費Uso -0.8%納-0.6%標-0.3%Eem道-0.1%;深+0.9%滬+0.7%國企0.1%台店港0日-0.2%;Evb:Wolf-4%NvtsAlb-3%Tsla-2%;Semi:Arm-3%,Syna;Nio-4%
---- 12/28.JL世股摘:期降息:假期交易清淡,中港股狗熊翻:國企+2.9%深+2.7%港2.5%Hxc2.2%滬+1.4 % Evb:天賜+10%德方納米+9%贛鋒鋰億緯鋰能國軒科+8%華友鈷恩捷+7%寧德時代容百+6%天齊鋰當升+5%Btc$42.4k Tnx3.85Eem+0.8%道+0.1%標納0%費-0.1%羅-0.4%Gld-0.6% Uso-2.5%;韓+1.6%台+0.1%台店日-0.4% Evb:L&F+6%比亞迪+4%Tsla-3%;Arm+4% 中概:Fii+6%紫光+5%JdWbNio+4% ----- 12/27.JL世股摘:期降息:假期交易清淡,港股彈國企+2.1%港+1.7%AI:聯想+4%Btc$43kTnx3.789羅+0.6% Eem+0.5 %道+0.3 %費納0.2%標0.1% Hxc0;日+ 1.1%台+ 0.8%滬+ 0.5%韓深台店0.4% Evb:L&F+8%Li+4%Pfm天齊鋰+3%;中概:騰訊+4%阿里+3%東方外海-3% ------ 12/26.JL世股摘:期降息:作帳:Aaoi +9%Intc+5% Btc$42.4kTnx3.886Uso+3.4%費+1.8 %Hxc羅+1.2%Eem +0.8%納0.5%標道0.4%;台台店0.8%日0.1%韓0.1%滬- 0.7%深-1.1%;AmdGfs+3% Evb:EbmL&F-4% Wolf+5%Nvts+3%;Nio+11%Li+4%紫光-4% ----- 12/25.JL世股摘:期降息:耶誕假期美港股不交易:深+0.4%日+0.3%滬台+0.1% ;Evb:EbmPfmL&F-4% ----- 12/22.JL世股摘:期降息:作帳雙巴盤港中概股消費股續踹底:騰訊-12%Nke- 12%恆科-4.4%國企 -2.3%Hxc-2.2%港 -1.7%Smci-5%Btc$43.6kTnx3.901羅+0.8%費0.4%納標0.2%道-0.1%Uso Eem-0.5%;台店0.5%台0.3%日0.1 %韓0滬-0.1% Evb:PmfEbmL&F-4%德方納米容百+4 %Alb天齊鋰+3%;Amsc+5%;Mrna +4%美鋁+5%;東方外海+4% ----- 12/21.JL世股摘:期降息:AI PC手機噴:Mu +9%Ccl+6%費+2.8%作帳雙巴中概狗熊翻Hxc+ 3.2%百度+6%Wb+ 5%Btc$43.9kTnx3.894Eem+1.9%羅+1.7%納+1.3% 標+1%道0.9%Uso 0.4%;日-1.6韓-0.6 %台-0.5%台店-0.3 %港0國企+ 0.1%滬0.6%深+1.1%Mrna+6%;美鋁+4% Evb:Wolf+7%Enph+5%SedgNvtsOn寧德時代天賜+4% Tsla容百IfnnyNxpi +3%Ebm-4%Skiet-3% Semi:Mrvl+5%ArmAsml+4%AmdSynaKlacTsmGfsAmat+3%;美航+3% ----- 12/20.JL世股摘:期降息:結帳獲利雙巴與停損賣壓重挫中概費半-2.9%Hxc -3.1%Nio-10%Li-6%紫光-5%Aaoi-10% SmciFii-4%Btc$43.4k Tnx3.877羅-1.9% Eem-1.8%納標-1.5 %道-1.3%Uso-0.8 %;韓+1.8 %日+1.4%港+0.7%台店+0.5%國企+ 0.4%台+0.3%深 -1.4%滬-1.3% Asmc-8% Evb:SedgWolf-7%RivnEnphNvts-5%TslaAlbOn-4%SsdiL&F+3%;Lgd+ 6% Semi:SynaMuMrvTsm-4%AmdNvdaAmatLrcx-3%;美鋁-5%;Ccl Dis-3% ----- 12/19.JL世股摘:期降息:日央爸不變日+1.4%散戶衝作帳狗熊翻:能源Enph Sedg+9%小飆股羅+1.9%Tnx3.922Btc$42.3k;Uso+1.9%Hxc+1.8%Eem+0.9%Vnq房+0.8%道納+0.7%標+0.6%費0.5%;台店-1%港-0.8%國企-0.7%台-0.4%韓深滬+0.1% Evb:L&F+5%Wolf+4%Skiet-6%;美鋁+6%;Lgd-4%; MrnaPfe+4% --- 12/18.JL世股摘:期降息:結帳賣壓出國債中股跌,拉七姐妹漲穩指數Tnx3.954 MetaNflxGoogAmzn+3%Nvda+2%美鋼+26%/新日鐵出價+40%併 Btc$42.8k;Smci+7%Aaoi+4%;Uso+1.4%納+0.6%Gld標+0.5%道0%Eem羅-0.1%費-0.3%Hxc-0.9%;國企-1.2%深-1.1%港-1%日台店-0.6%滬-0.4%台-0.1%韓+0.1% Evb:寧德時代-5%德方納米容百-4% 天齊鋰天賜比亞迪恩捷-3%Rivn+4% Arm-4%;東方外海+4%Lgd-6% 12/15.JL世股摘:期降息:債價比特幣止漲Tnx3.928Btc$42.1k年終作帳狗熊翻輪過原料金融能源小飆,輪中概:港+2.4%國企+2.3%Jd+7%阿里+4%;Aaoi-6%;費+0.5%道+0.2%納+0.4%道+0.2%標Uso0Hxc-0.3%羅 -0.8%Eem-0.6%Gld-0.9%Vnq房-1.4%;日+0.9%韓+0.8%台+0.1%台店0滬-0.6%深-0.4% Evb:Lgc天齊鋰+6% PfmEnph+3%;Ggr-4% Semi:Syna+3%AvgoIntc+2%;波音+3%;Cost+4% ----- 12/14.JL世股摘:期降息鮑爾跪:10年國債率跌破4%,債股續衝小飆費半領噴:費羅+2.7%Tnx3.91-3% 狗熊翻輪房產金融噴Tol+9%,Fi:Bac GsMs+6%Wfc+5% 狗熊翻輪原料:美鋁+15%Fxc+7%;Aaoi+7%,Smci+8%;輪能源車鍊狗熊翻Sedg+17%Rivn+ 14%Enph+12%L&F+11%Wolf+10%Pfm+8%GmF+7%SkietNvtsOn+6%TslaNxpiSki+5%; Btc$43.1k,Uso+2.8%Vnq+2.9%Eem+1.5%Hxc+1.2%Gld+0.6%道+0.4%標0.3%納+0.2%;韓+1.3%台港+1.1%台店+0.4%滬-0.3%深-0.6%日-0.7% Mrna+10%;Bby+7% Semi:Arm+8%Syna+6%LrcxMrvl+4%AmatMuSwks+3%;U+8%;Cat+6% Evb:Ggr+6%SsdiIfnny+4%StmTxn+3% 原料:Cvx+4%Cop Xom+3%;Nio+6% 旅航:美航+4%Cc達航+3% ----- 12/13.JL世股摘:升息尾:Fed鴿示明年降息三次國債率續跌Tnx4.033-4%債股井噴:小飆噴:羅+3.5% ,Aaoi+16%; 能源車鍊衝Alb+9% RivnEnph+8%Wolf+7%;原料金融狗熊翻: 美鋁+8%美鋼+6% Fxc+5%,Fi:Bac+4%GsWfc+3%;佈道會中股續跌:深-1.5%滬國企-1.2%港-0.9 %Btc$42.1k, Uso+1.7%費+1.6% Eem+1%納標道1.4 %Hxc0.4%;韓-1%日0.3%台店0.2%台0.1% Evb:Nvts+4%EbmPfmL&F-5%Ssdi恩捷華友鈷天賜德方納米-4%Skiet Lges Sedg容百當升-3%;東方外海-4% Semi:Mrvl+5%Gfs+3%;Nflx+4%;Tol+4%;Pfe-7% ----- 12/12.JL世股摘:升息尾:油跌Uso-3.8% Btc$42.1kTnx4.206,費納+0.7%標道+0.5% Hxc+0.4%羅-0.1% Eem0;國企+1.5%港+1.1%滬韓+0.4%台店+0.3%日台+0.2%深-0.1%; Evb:Wolf-5%SedgEnphRivn-4%Ebm+3%德方納米Skiet L&F-5%;Nio-6% Semi:Avgo+4%AmdNvda+2%;Meta+3%;Aa-4%;Mrna-5%東方外海+3% ----- 12/11.JL世股摘:升息尾: Btc$41.2k-6%,AI:Aaoi-7%Smci-4%;港股續挫破萬六; 費半噴+3.4%Avgo +9%GfsKlacAmatLrcx +5%IntcMu Amd+4%Tnx 4.239,Eem+0.6%道標Uso+0.4% Hxc+0.3%納羅0.2%Gld-1.1%;日+1.5%深+0.8%滬+ 0.7%韓台店+0.3 % 台+0.2%港-0.8%國企-1.2%; Evb:天齊鋰-4%德方納米-3% On+4% ;Ccl-3%; 中概:Jd-6%Nio+4%理想+3%;Ccl-3%;Arm-3% ---- 12/8.JL世股摘:期升息尾作帳非農意外強弱降息預期國債率升金回,AI:Aaoi +12%Fii+10%Smci+6%Btc$44.2kTnx4.245,Uso+2.2%費羅+0.7%納+0.5%標道+0.4%Eem-0.4% Hxc-0.7%Gld-1.3%;韓+1%台店台+ 0.6%深+0.4%滬+ 0.1%港-0.1%國企 -0.3%日-1.7%;Semi:Arm+8%Syna+7%;Fxc+5%;紫光+5%;Ba+3% Evb:Ebm+4%Pfm+3%Enph-4%;Ggr+6%; ----- 12/7.JL世股摘:期升息尾失業降年終作帳:AI新品:Amd+ 10%谷哥+5% Btc$43.4kTnx4.144,費+2.8%納+1.4%羅+0.9%標+0.8% EemUso 0.5%道0.2% Hxc-0.1%;日-1.8%國企-0.9%港-0.7%台店台-0.5%深滬韓-0.1% Evb:Alb+6%Pfm+5%RivnWolf+4%SkietOnNxpiNvts+3%;觀旅:美航+4%達航Ccl+3%;Mrna-3% Semi:MrvlGfsAmat+3%NvdaQcom+2% --- 12/6.JL世股摘:期升息尾雙巴:原油價低Uso-4.2%, Aaoi+6%Smci-4%; 中電池鏈狗熊翻贛鋒鋰+7%天齊鋰+6%Skiet德方納米+5%Btc$44k, Tnx4.119,Hxc+0.5%費-0.7%納-0.6%標-0.4%羅道-0.2% Eem-0.1%;日+2%國企+1%港+0.8%深0.7%台店0.3% 台0.2%韓0%滬 -0.1% Evb:Rivn+6%Alb華友鈷當升+4%恩捷比亞迪容百+3%;聯想+10% 觀旅:Ccl+6%達航+4%美航+3%;Mrna+3%;Tol+3% Semi:Arm-3%Nvda-2% ---- 12/5.JL世股摘:期升息尾雙巴:穆迪下調主權評等中港股下殺:深-2%港-1.9% 滬-1.7%國企-1.6% 聯想-10%紫光-6% 比特幣衝Btc$44k +5%,Aaoi-3%Fii-4%,國債率走低債走高Tnx4.171, Hxc-1.7%羅-1.4% Uso-1.3%Eem費-0.6%道-0.2%標-0.1%納0.3%;日 -1.4%韓-0.8%台店-0.7%台-0.5% Evb:Pfm-7%Ebm-4%Alb-6%Wolf-5% Semi:Skhn-4%SynaMrvl-3%Nvda+2%;Eric+4%;Aapl+2%;原物料:美鋁-5% Fcx-3%;Gs-2% ------ 11/30.JL世股摘:期升息尾,Aws會AI會前漲後崩Aaoi-11%Smci-5%Nvda-3%;軟體資安:Crm+9%Snow+7% 國紙續衝Ip+3%中概Wb -11%;Btc$37.6kTnx4.352 Uso-3.3%納-0.8%費-0.7%Hxc0.1%Eem0.2%標0.4%道0.7%;國企0.7%韓0.6%台台店0.4%滬港0.3%深-0.2%日 -0.3%;Evb:L&F+5%德方納米Li天齊鋰-4%RivnF-3% Ggr-4%;Ba+3%;Unh+3% --- 11/29.JL世股摘:期升息尾狗熊翻:Gm+9%,國紙Ip+4%與韓電池鏈L&F+16% Ebm+10%Pfm+8 %;Btc$37.8kTnx4.271Uso+1.8%費0.9%道0%標 -0.1%納-0.2%Eem -0.6%Hxc-1.3%;國企 -2.3%港-2.1%深-0.9%滬-0.6%日-0.3%韓-0.1%台+0.2%台店+0.9% Evb:IfnnySsdiOn+4%Wolf+3%BydCatl-3%;Panw+5%Amsc+5%; Fi:BacMs+3%Gs+2% 中概:Li-5%Wb-3% ----- 11/28.JL世股摘:期升息尾Btc$38.2k比特幣衝 Tnx4.336Uso+1.9% Eem+0.8%納0.3道0.2%標0.1%Hxc -0.3%羅-0.5%費- 0.6%;台店+1.9% Gld+1.4%台+1.2%韓1.1%深+0.5%滬0.2%日-0.1%港-1%國企 -1.1% Evb:TslaRivn+5%Wolf+4%Alb+3%;Syna-3%;Dis-3%;Ggr+3%;百度-4% ---- 11/27.JL世股摘:期升息尾Aws佈道會前衝Aaoi+10% Btc$37.3kTnx4.389Hxc-1.6%Uso-1.2%羅Eem-0.4%費標道-0.2%納-0.1%;台-0.9%台店-0.8%深-0.6%日-0.5%滬國企 -0.3%港-0.2%韓0 Evb:Alb-6%德方納米-4%Nvts贛鋒鋰華友鈷寧德時代比亞迪容百-3% 中概:中芯裕元+3% Li-4%;國際紙業4%;Ggr-5% Semi:Arm-5%,Avgo-3% ---- 11/24.JL世股摘:期升息尾年終作帳 Btc$37.4kTnx4.472Hxc+1.6%羅+0.7%道+0.3%標費Eem0.1%納-0.1% Uso-1.1%;國企-2.1港-2%深-0.9%滬韓-0.7%台0台店+0.1%日+0.5% Evb:Byd-6%Ebm-3%Rivn+3%;Semi:Arm+3% ---- 11/23.JL世股摘:期升息尾,感恩節美股休;國企+1.6%港1%深+0.8%滬+0.6% 日+0.3%韓台店0.1%台-0.1% Evb:Lgc+3% ----- 11/22.JL世股摘:期升息尾雙巴 Btc$37.4kTnx4.416羅+0.7%Hxc納道+0.5%標0.4%費0.3%Eem-0.2% Uso-1.3%;台-0.6%韓0.1%台店0.8%滬-0.8%國企港0深-1.4%日+0.3% Evb:恩捷-4%Tsla天齊鋰贛鋒鋰國軒華友鈷德方納米當升容百-3%Nvts+3% 中概:百度+6% Semi:Arm+5%Amd+3%Nvda-2% ----- 11/21.JL世股摘:期升息尾,雙巴:黃主教財報會AI:Aaoi-8%Smci-5%Amsc-6%Wolf-9%Btc$36.1k Tnx4.418Hxc-2.2%費-1.9%羅-1.2% Eem納-0.6%道標 -0.2%Uso+0.3% Gld+1.1%;台+1.2%韓0.8%台店0.4%國企-0.4%滬0%港深 -0.3%日-0.6% Evb:Rivn-7%OnSedgIfnnyNvts-3%;中概:NioLi-4%中芯聯想-3% Semi:MrvlGfs-3% QcomAmdIntcMu-2% ------ 11/20.JL世股摘:期升息尾 憧憬黃主教財報會AI:Aaoi+13% Smci +6%Msft+2%雙巴:中概股油價能源電池鏈狗熊翻Hxc+ 3.6%Uso+2.2% Enph+6%Btc$37.6kTnx4.422費+1.5%Eem+ 1.2%納+1.1%標0.7 %道0.6%羅0.5%;國企+2.2%港+1.9%韓0.9%滬0.5%深0.4 %台店0.3%台0日- 0.6 % Evb:EbmPfmPns+5%SsdiNvts+4%SkiLges+3% Semi:Arm+7%Gfs+4%AmatLrcx+3%;Panw+5% 中概:Nio+6%Wb +5%Li騰訊中芯+4%;Ba+4% ----- 11/17.JL世股摘:期升息尾:雙巴油價小股領彈 Uso+4%Btc$36.4k Tnx4.445羅+1.4% HxcEem標納+0.1% 費+0.7%道0%;日台店+0.5%深+0.3%台0.2%滬+0.1%韓- 0.1 %港-2.1%國企 -2.3%Ggr+7% Evb:Wolf+5%Alb+4% SedgNvts+3% 松下+6%PfmByd L&F-3%;Amat-4% 中概:騰訊-3%Li+5 Cm:XomCvxCop+2% ---- 11/16.JL世股摘:期升息尾:油價續跌中概股與比特幣回雙巴盤Uso-4.6%阿里-10%Wmt-10%Csco-8%Intc-7%Hxc-3.1%國企-1.9%港-1.4% Btc$36.1k Tnx4.445羅-1.5% Eem-1%道-0.1% 標納0.1%費+0.3% Gld+1.1%;深-1.2%滬-0.7% 日-0.3%韓-0.1%台0.3%台店+0.5% Evb:RivnWolf德方耐米-5%TslaSedgWolf天賜-4%Ebm-3% 中概:Nio-7%LiWb百度-4%;Cm:美鋁-4%Cop-3%Mrvl-4% ------ 11/15.JL世股摘:期升息尾:能源中概股大狗熊翻:Wolf+11 %Ifnny+9%港恆國企+4%Hxc+2.9%Jd +6%Wb阿里騰訊+5%,AI:Aaoi+4%比特幣衝Btc$37.8kTnx4.535Eem+0.8%費+0.7 %道0.5%標羅0.2% Uso-1.9%;日+2.5%韓2.2%台1.3%深台店+0.7%滬0.6% Evb:StmSkiL&F+4%BydSkietSsdiLgesNvts+3% 中概:聯想+4%百度+3% Semi:Arm+4%Intc+3% 觀旅:Ccl+5%Dis+ 3%;Mrna+3%;Lly-4% ----- 11/14.JL世股摘:期升息尾,CPI預期低又RiskOn:衝AI半導體:Smci+15%Aaoi +12%SynaMrvlGfs+7% 能源車鏈金融房產狗熊翻 Evb:Sedg+11%AlbEbm +10%Enph+16% Pfm+8%Nvts+7%TslaStmL&F+6%Lges+5% Btc$35.5kTnx4.441Vnq+5.6%羅+5.4%費+3.6%納+2.4%Eem+2.7%標+1.9%Hxc+2.2% 道+1.4%Gld+0.9% Uso-0.3%;韓+1.2 %台+0.5%日滬台店+0.3%深+0.2%港-0.2%國企-0.4% Evb:F+6%NxpiIfnnyOnGm+5%SsdiRivn+4% Semi:SwksKlac+4%LrcxIntcAmdAsmlAmatQcomAvgoArmTsm+3% 觀旅:Ccl+10%美航+4% 房產:Tol+8%Hd +7%Xhb+6% Fi:Bac+5%MsGs+4%Wfc+3%;Mrna+5%;Amsc+9% Cm:Fcx+5%美鋁+6% ----- 11/13.JL世股摘:期升息尾,Aaoi+17%Fii+5% Btc$36.6kTnx4.632Uso+1.6%Hxc+0.8%道+0.2%納羅Eem0%標-0.1%納-0.2%費-1%;國企+1.5%港+1.3%台+0.9%滬+0.3%台店+0.2%日深+0.1%韓-0.2%;Amsc+6% Evb:Rivn+5%lTsla+4%Ebm-3%L&F-4%Nvts-4% 中概:Li+6%聯想+5% ----- 11/10.JL世股摘:期升息尾,Btc$37.1k比特幣續衝,台積+6%領費半+4%領七姐妹重磅美股大軋空:Syna+11% AmatLrcxAvgo+ 5%AsmlAmdMrvl+4%; 七姐妹:Meta+2.6% Msft+2.5%Aapl+2.3%Amzn+2.1%Goog+2% Tnx4.628Uso+2.2%納+2.1%標+1.6%道 +1.2%羅+1.1% Eem+0.7%Hxc+ 0.5%;國企-2.2%港-1.8% 台店-0.8%韓-0.7%深滬-0.5%台-0.4%日-0.2% 韓股空令後電池鏈續跌 Evb:Ebm-6%Pfm L&F-5%SsdiLgesSkiet-4%Ski-3%On+5%Nxpi+4%Stm+3%;Ccl+4%;Aaoi-4% 中概:中芯-7%NioJd-3% ----- 11/9.JL世股摘:期升息尾央爸降溫股回,Btc$36.6k比特幣衝再回,韓股空令後續跌;Tnx4.663Hxc-2%羅-1.6%Eem納- 0.9%標- 0.8%道 -0.7%費- 0.6%;日+1.5%韓0.2%台滬0台店- 0.1%深國企-0.2%港-0.3% Evb:Rivn-10%Wolf-8%Tsla-5%Alb-4%EbmPfmOn-3%Ski SsdiLgcLges-2% 中概:WbNio-6% Semi:Arm-5%Gfs-4%;Lly-4%鋁-4% Ccl-4%Dis+7% ------ 11/8.JL世股摘:期升息尾,油回Uso -2.7%;韓電池鏈: Ebm-10%PfmSki-4%SsdiLgc-3%Tnx4.523Btc$35.7k羅-1.1%Eem-0.7% Hxc-0.5%納+0.1%費0道-0.1%標+0.1%;韓-0.9%國企-0.8%港-0.6%日 -0.3% 滬-0.2%深0台店+0.2%台0.3% Evb:NvtsSedgTmGmAlb-3%;Rblx+12% Semi:IntcGfs-2%; 觀旅航:美航達航Ccl+2%;Lly+3% ----- 11/7.JL世股摘:期升息尾,油回Uso -4.2%;禁空令次日:韓-2.3%韓電池鏈: L&F-15%Pfm-11%Lges-10%Ssdi-8%SkiSkiet-7%Lgc-6%Ebm-5%;Amsc+5% Tnx4.571Btc$35.4k納+0.9%費+0.8%標0.3%道0.2% Eem-0.2%羅-0.3% Hxc-0.7%;港-1.7%國企-1.5%日-1.3%滬-0.2%深0台0.2%台店+0.4% Ebv:寧德時代天齊鋰-3%; Semi:Gfs+5%Arm+4% Cm:Fcx-4%CopBhp-3% --- 11/6.JL世股摘:期升息尾;禁空令:韓+5.7%韓電池鏈:EbmPfm+30% L&F+25%Lges+23%Ski+13%SddiSkietLgc+11%; Lgd+7%Skh+6% Tnx4.662Btc$35k羅-1.3%Hxc-0.1%費-0.3%道Uso+ 0.1%標0.2%納0.3%Eem+0.8%;日+2.4%國企2.2%港1.7%台店1.6%深1.2%台+0.9%滬+0.7%台店+0.3% 中概:Li+8%Jd+4%騰訊+3%;Aaoi+3%; 大狗熊翻:Ebv:恩捷+9%德方納米+7%億緯鋰能+6%寧德時代天齊鋰當升天賜+5%贛鋒鋰容百+4% Byd+3%OnRivnNvts-3%Wolf-4%Sedg-5%Alb-7% ----- 11/3.JL世股摘:期升息尾,Risk-On股債雙漲,題材 Aaoi+11%Smci+4%; 大狗熊翻:電動車鏈能源中概觀旅疫苗超導Mrna+9%,Amsc+7%;SkietSki+7%EbmGnrcNvts+6%PfmBydAlbSedg+4% Tnx4.558Btc$34.7k,Hxc+3%Vnq2.4%羅2.7%費+2.6% Eem+2%納+1.4%標0.9%道0.7% Uso-1.8%;港2.5%國企2.4%台店1.3%深1.2%日韓1.1%台滬+0.7%台店+0.3% 觀旅:Ccl美航+5%達航+4%;Tol+4%;U+7% 中概:Nio+6%騰訊+5%Jd+4%Wb阿里+3% Ebv:F+4%LgcIfnnyStmGmL&F+3%;Ggr+6% Semi:GfsSynaMrvl+5%Amd+4%NvdaMu+3% Fi:GsMs+4%BacWfc+3% ---- 11/2.JL世股摘:期升息尾,央爸鴿Risk-On股債雙漲 Aaoi+11%Amsc+13%; 財報:Qcom+6%Lly+5% Tsla+6%領電動車鏈噴 Ebm+15%L&F+12%Pfm+11%Rivn+9%Nvts+7%SkietSkiSsdiLgc+6%StmWolf+4%NxpiOnIfnny+3% Tnx4.669Btc$34.9k,羅+2.7%費+2.4% Hxc+2%標Uso1.9 %Eem納+1.8%道1.7%;台2.2 %韓1.8 %台店1.3%日1.1%國企港0.8%深-0.9 %滬+0.5% 中概:Nio+6%聯想+4%; Ebv:GnrcGm+3%Alb天齊鋰德方納米-3%Sedg-4% Semi:Syna+8%AsmlSkh+4%TsmNvdaKlacMrvlGfsSwksLrcx+3%;Arkx+4% Cm:Cop+5%Fcx美鋁+4%XomCvx+3 % 旅消:Ccl+5%Nke+4%達航Dis+3%;Rblx+5% Fi:Bac+5%AigMs+4%Wfc+3%;Tol+5%;Mrna-7% ------ 11/1.JL世股摘:期升息尾,央爸沒升息蘇媽佈道會 Amd+10%NvdaIntc+4%Smci+5%Aaoi+4%能源股狗熊翻Gnrc+14% Tnx4.789Btc$35.5k, 費+2.3%納+1.6%標+1.1% Eem0.9%道0.7%羅+0.5% Uso-0.4%Hxc-1.4%;日+2.4%韓台店+1%台0.2%滬0.1%國企港0深-0.4% 中概:茅台酒+6%中芯+3%; Ebv:EbmEnph-4%Alb恩捷德方納米-3%Tm+6% NvtsOn+4%Tsla+2% Semi:Lrcx海力士三星電+3%Syna-4% 網科巨頭7姐妹: Meta+4%Amzn+3%MsftGoogAapl+2%;Wework-43% ----- 10/31.JL世股摘:期升息尾,Aaoi+5%財報:狗熊翻Wolf+23%Nvts+8%Cat-6%Bp-4%;韓日電池鏈随前日On財報Tsal與電動車鏈崩:L&F-8%松下-9%EbmPfm-7 %Ssdi-6%LgesSkiet-5% Tnx4.875Btc$34.5k,費+1%羅0.9%標0.7%納+0.5%道+0.4%Eem-0.6% Uso-1.4%Hxc-1.6%;台店國企港-1.7% 韓-1.4 %台-0.9%深-0.7%滬-0.1%日+0.5%;東方海外-5% 中概:聯想-5%Li中芯-4%; Ebv:BydOn天齊鋰-4%贛鋒鋰德方納米-3% Semi:Arm+5%SynaAmdIntc+2% ------ 10/30.JL世股摘:期升息尾,財報:On- 22%領能源車鏈崩: TslaNxpiIfnnyStm Alb-5%Nvts-6%Wolf-3% Tnx4.875Btc$34.5k,道1.6%Eem+1%納標1.2%Hxc+0.8%羅+0.6%費-1.3%Uso-3%;深+1.6%台店0.6%台滬0.1%韓0.3%國企-0.3%日-1% 網科重磅七姐妹:Amzn+4%Msft MetaGoog+2% Evb:Enph-4%恩捷+7%天賜+5% Ebm+4%;Gfs-4% 中概:中芯+6%聯想+5%; Fi:Gs+3%,BacAigWfc+2%;美鋁+8%;Vz+4%; 旅消:CclAal+2% Nke+4% ------ 10/27.JL世股摘:期升息尾,PC題材復起,財報: Intc+9%Amd+3% Amzn+7%F-12%Gm-5%;中股與電池鏈狗熊翻:港+2.1%國企+2%深+2.1%滬1%中芯+6%;德方納米+11%恩捷+10% Ssdi國軒中緯+7%天賜天齊鋰+6%贛鋒鋰+5%容百寧德時代+4%,能源續崩Enph-15% Sedg-8%Tnx4.845 Btc$34.4k,Uso+1.9%費1.2%Hxc0.1%納0.4 %標-0.5%道-1.1 %羅-1.2% Eem-0.1%;日1.3%台店0.8%台0.4%韓0.2% Cvx-7%;Wolf-6%;Mrna-5%;BacJpm-4%;Meta+3% ----- 10/26.JL世股摘:期升息尾,能源車電池鍊崩,國債比特幣回落Tnx4.8879 Btc$33.9k,財報:Meta-4%盤後Intc+8%Amzn+5% AI:Smci-6%;電池鏈:Pfm -9%Lgc恩捷L&F-7 %EbmSki-6%Ssdi-5% 納-1.8%Uso-1.6% 標-1.1%Eem-0.7%費道-0.6% Hxc+0.4%羅0;台店-2.1%國企+0.9%韓-2.7%日-2.1%港+0.6%深+0.4%滬+0.5%台-1.7% Ebv:Rivn-6%Skiet-4%Tsla-3%Stm+4%Ggr-10% Semi:海力士-6% Mu-4%NvdaAvgo-3% 納標指數重磅股: MetaMfst-4%GoogAapl-3%Amzn-2%;Ibm+4% ----- 10/25.JL世股摘:期升息尾,中禁石墨韓能源車鍊崩,國債比特幣續噴Tnx4.953Btc$34.6k 財報:谷歌-10%微軟+3%; 緊晶片輸中半導體崩, 費半-4%ArmAmd- 6%GfsSynaIntc-5%NvdaTsmAvgoMrvl-4% AI:Aaoi-4%Smci-3% 韓電池鏈LgesEbm -9%Pfm-10%SsdiLgcL&F-7%Ski-6%Skiet-5% Hxc-2.2%羅-1.7%標-1.4%Eem-1.3%道-0.3%Uso+2%;台店0.9%國企+0.9%日+0.7%港+0.6%深+0.5%滬+0.4%台+0.3%韓-0.9% Ebv:NvtsOnSkiet-5%NxpiWolf-4%AlbIfnnyTxn-3%Tsla-2%;Ggr+10% Semi:QcomAmat-4%LrcxSwksAsml-3% 中:聯想+7%Nio-6% 指數重磅:Amzn-6% Meta-4%;Mtv:U-6%Snap-5% ----- 10/24.JL世股摘:期升息尾,AI:Aaoi+4% Smci+3%中查鴻海Fii-5%;救市中概噴:Hxc+3.9%LiNio+7%Wb+6%Bidu+4%;油跌Uso-2.5%; 比特幣續小漲Btc$33.9k,Tnx4.84; 費+1.4% Eem+1.3% 納+0.9%羅+0.8%標+0.7%道+0.6%;韓+1.1%台店1%台+0.4%日+0.2%國企-1.2%港-1.1% Ebv:Nvts+4%SkietWolfLgesL&F+3%TslaAlb+2% Semi:AsmlIntcAvgo+2%;Amsc+7% Mtv:Spot+10%,Rblx+6%;Vz+9%Rtx+7%;Fcx+3% ----- 10/23.JL世股摘:期升息尾,油回Uso -2.2%;比特幣續衝高Btc$33.3k, 國債率回Tnx4.838;Aaoi+4%;中查鴻海Fii-10% ;中股續崩滬指落三千:深滬-1.5% Hxc+0.9%納+0.3% Eem-0.1%費-0.5%道-0.6%羅-0.9%;台-1.2%日韓-0.8%台店 -0.5% Ebv:SedgL&F+3%德方納米-6%中緯-5%Nvts贛鋒鋰容百-4%;Ccl+3% Semi:Nvda+4%Arm+5%Syna-4%Intc-3%;Cvx-4%;Bac-3% ----- 10/20.JL世股摘:期升息尾,國債率降,中東亂避險需求增金比特幣再創波高 Smci-6%Aaoi-7% 財報會:太陽能Sedg -27%Enph-15%Gnrc-6%;TslaAlbSkietLges-4%,PfmWolf-6%L&F-5% Btc$29.6kTnx4.916費納-1.5%Hxc-1.4 % EemUso羅標-1.3 %道-0.9%; 韓-1.7%國企深 -0.9%港滬台店 -0.7%日-0.5%台-0.1% Ebv:EbmSsdiLgc-3%贛鋒鋰+6%恩捷+10% 觀旅:Ccl美航-3% Semi:Arm-4%Gfs-3%;Amzn-3%;Fcx-4%;Aig-3% ------ 10/19.JL世股摘:期升息尾,Tnx4.998國債率波高;美限售AI半導體中概大跌: Smci-7%Lrcx-6%Amat-5%Arm-4%;國企港- 2.5%滬深-1.7%百度茅台酒-6% 財報會:Nflx+16%,Tsm +4%,電動車鍊Tsla-9% Alb-6%PfmRivn-5%,Btc$28.9kHxc-2.1%羅-1.5%費-1.3%納-1%Eem-0.6% 標-0.9%道-0.8%Uso +2.3%Gld1.2%;日韓-1.9%台店+ 0.9%台+0.1% Ebv:EnphSedg-6%Ecb BydIfnnySsdiL&F-4%Nxpi幹鋒鋰天齊鋰-3% Semi:KlacSyna海力士-3%;聯想+6% ------ 10/17.JL世股摘:期升息尾,美增管AI晶片輸中,國債率高電池鍊續雙巴盤:天齊鋰恩捷中緯+6%比亞迪+5%當升+4% Btc$28.4kTnx4.847羅+1.1% Uso+0.5%納-0.3%道標0Eem-0.3%費-0.8%Hxc-0.9%;日+1.2%韓+1%港+0.8%國企+0.7%滬+0.3%深+0.2%台-0.1%台店-0.2%; Ebv:SedgEbm+3% Semi:Nvda-5%海力士+5%三星電+3%; Mrna-5%;美鋁+4% ----- 10/16.JL世股摘:期升息尾,比特幣烏龍,雙巴盤:天齊鋰-10%贛鋒鋰Pfm德方納米-4% Btc$28.4kTnx4.714羅+1.6%費+1.4%納+1.2%標+1.1%道+0.9%Eem+0.7% Hxc+0.3%Uso-0.8%;日-2%深-1.4%國企-1.1%台韓台店-0.8%港-1%滬-0.5%;Ggr-5% Ebv:Wolf+7%OnSedg EnphNxpi+3%寧德時代天賜Lgc當升華友鈷-3%; Mrna-6%;Snap+12% ----- 10/13.JL世股摘:期升息尾,油衝Uso+5%AI跌AaoiFii-5%Smci-3%Btc$26.9kTnx4.629費-2.7%Hxc-0.9%納-1.2%羅-0.8%標-0.5%道+0.1% Eem-0.4%;國企-2.4 %港-2.3%深韓-1%滬日-0.6%台-0.3%台店-0.2%;Ggr+6% 原物料:XomCop+3% 中概:Jd-11%阿里-4%騰訊-3%;觀旅:達航美航波音Ccl-3%;Meta-3%;Wfc+3% Evb:Nvts-6%AlbOnNxpi-4%TslaEbm恩捷寧德時代華友鈷容百L&F-3% Semi:Mrvl4%NvdaAmdAsmlGfsAmatQcomKlac-3% ---- 10/12.JL世股摘:期升息尾,電池鏈韓巨星衝中大狗熊翻但中概跌:德方納米+9%贛鋒鋰天齊鋰+8%容百+7%天賜+6%SsdiL&F恩捷+5%;Smci-5%Btc$26.8kTnx4.712 Hxc-3.4%羅-2.2% Eem-1.1%納標-0.6%道-0.5% Uso-0.3%費+0.3%;國企+2.2%港1.9%日+1.8%韓台店+1.2%台0.9% 滬+0.9%深+0.8% 中概:Nio-6%Wb-5%百度-4%;Tol-6%;美航-3% Evb:AlbEbm當升+4%Byd華友鈷+3%Gnrc-6% Semi:AvgoKlac+4%Hyn+4%Asml+3%Arm-5%Amsc-6%;原物料:Aa-4%Fcx-3% ------ 10/11.JL世股摘:期升息尾,國債率比特幣續回,超級巨星電池鏈衝Ebm+9%Pfm+8%Lges+7%Ski+5%SsdiLgc+4%Skiet+3% Btc$26.8kTnx4.577 費納Gld+0.7%Eem+0.6%Hxc標0.4%道+0.2%羅-0.2%Uso-1.4%;韓+2%國企港1.3%台0.9% 日+0.6%深+0.4%滬+0.1%台店-0.9% Semi:中芯+7%三星電+3%NvdaAvgo KlacSyna+2%;Aaoi+4% 原物料:Xom-4%Cvx-3% ----- 10/10.JL世股摘:期升息尾, Smci+7%;中概能源車與電池鏈大狗熊翻:Ggr+17% Wolf天齊鋰+6% EnphNvtsRivnSedg松下+5% AlbGnrc+4% Btc$27.4kTnx4.655Hxc+3.1%費+1.3%Eem+1.4% 羅+1.1%納+0.6%標+0.5%道+0.4% Uso-0.5%;日+2.4%國企0.9%港0.8%韓-0.3%深-0.6%滬-0.7% Evb:Pfm-6%L&F-4% 中概:Nio+6%Li+4%%Wb聯想+3%東方外海-6% ;Bac+3%;Gfs+3% ----- 10/9.JL世股摘:期升息尾,以巴戰軍工油短噴觀旅跌: Lmt+9%Rtx+5%;觀旅: 達航-5%Ccl美航-4 %;Uso+4%Cop+6%Xom+4%CvxBp+3%;Aaoi-16%,Nvts-6%Wolf-5% Btc$27.6kTnx4.797羅標道+0.6%納0.4%費-0.2% Eem-0.5%Hxc-0.9%;國企+0.4%港0.2%深0滬-0.4% Evb:Sedg寧德時代 -4%Alb-3% 中概:NioLi-4%聯想-5% --- 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23%Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝,油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802;AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/6.JL世股摘:期升息尾,比特幣漲,債率彈回落,半導體網科重磅中股狗熊翻Hxc+2.6%費+2%國企+1.5%港1.6%Wb +5% Btc$27.9kTnx4.784納+1.6%Eem+1.5 %標1.2% 道+0.9%羅+0.8%;台0.4%韓0.2%台店0日-0.3% Evb:Rivn+4%OnAlbStmEnphSedg+3%;Fxc+4% Semi:Amd+4%SynaMrvlAsmlTsmAvgo+3% 納指網科重磅:Meta +3%MsftGoogAmzn+2% ----- 10/5.JL世股摘:期升息尾,債率跌油價回Uso-2.1%;能源車崩Rivn-23% Smci+3%Aaoi+2% Btc$27.5kTnx4.717費-0.5%Hxc-0.3%納 標-0.1%道0羅+0.1 %Eem+0.4%;日+ 1.8%台+1.1%台店+1%國企港+0.1%韓-0.1% Evb:NvtsWolf-6%Sedg-4%LgcLges+3% ------ 10/4.JL世股摘:期升息尾債率止漲比特幣續衝, 油價回Uso-5.4%, Aaoi-14%,Smci+4%;能源車噴Rivn+9 %Tsla+6%;韓電池鏈崩EbmPfm-7% SkiSkietSsdi-5%L&F-9% Btc$27.7kTnx4.735費納+1.4%標+0.8%道+0.4% 羅+0.1%HxcEem -0.3%;韓-2.4%日-2.3%國企台股-1.1%港-0.8% 台-0.6%台店-0.5% Evb:Ifnny+5%Stm+4%Wolf+3%松下-6%Lges-4% 觀旅:Ccl+4%美航達航+3%;原物料:XomCop-4 %Bp-3% Semi:AmdHynArm+4%Asml+3%LrcxKlac+2% ------ 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ---- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Rivn+4%;原物料:XomCop+ 3% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%台店台+0.7%日+0.9%。 中概:Li-10%紫光-7 %Jd-4%騰訊-3% ---- 10/3.JL世股摘:期升息尾:國債率再高Tnx4.802; AI大跌:Aaoi-8% Smci-7%;中概股續大跌國企-3.2%港 -2.7%Hxc-2.2% Btc$27.4k費-2.1%納-1.9%羅-1.7% 標-1.4%Eem道-1.3 %Uso+0.7%;日- 1.6%台-0.6%台店 -0.5% Evb:Wolf-11%Rivn-8% 天齊鋰OnNvts-4% GnrcAlb-3% 觀旅:Ccl-7%美航-4%達航-3%;中概:Wb阿里-3% Semi:Mrvl-4%GfsAmd-3%NvdaTsm-3%Syna+3% 科技重磅股:Amzn- 4%Msft-3%Meta-2% Fi:Gs-4%MsBac-3%;Tol-4%;GmTm-3%Aa-4% ------ 10/2.JL世股摘:期升息尾:比特幣高回,國債率再高Tnx4.683;Smci+5%Aaoi+3%,Nvda+3%Btc$27.5k納0.7%費0.4% 標0道-0.2%Eem -0.5% Hxc-0.6%Gld-1.1%羅-1.6% Uso-1.8%;台+1.2%台店+1.3%日-0.3% Evb:Sedg-5%Alb-4%RivnEnphGnrc-3%;CopBp-2% 科技重磅股:谷歌+ 3%MetaAmzn微軟+2% Wfc-3%Bac-2% --- 9/29.JL世股摘:期升息尾:作帳尾中概港股收高:國企+2.6 %港2.5%Hxc+1.2% Btc$27.1kTnx4.573費+0.4%Eem納 0.1% 標-0.3%羅道-0.5% Uso-0.9%;日-0.1% 港中概:Jd+4%騰訊阿里聯想Byd+3%;Aa+3%;Ccl-5% Semi:SynaMu+4%Arm-3%;Rivn+6%;Mrna+3% ------ 9/28.JL世股摘:期升息尾國債率回落:AI:Aaoi+7% SmciArmAmd+5% Btc$27.1kTnx4.597費+1.8%羅0.9%納0.8%標 0.6%道0.4%Hxc Eem0.3%Uso-1.6%;台店台+0.3%滬深韓+0.1%國企 -1.3%港-1.4%日-1.5% Evb:Alb+6%Gm+3%TslaIfnny+2%容百-3%;Nio+5% Ccl+3%;Aa+7% Semi:SynaMrvlKlac+3%Mu-4% ----23- 9/27.JL世股摘:期升息尾:Tnx4.626國債率續高AI:Aaoi +5%Smci+3% Btc$26.4kUso+2.5o99%羅費+1% Hxc+0.8%Eem納+0.2%標0道-0.2% Gld-1.2%;港+0.8%國企+0.7%深+0.4%台店台日滬+0.2% Evb:Gnrc+5%Rivn+4%Wolf-4%;阿里+4% 原物料:XomCop+ 3% Semi:Gfs+3%AmdIntc+2% ----- 9/26.JL世股摘:期升息尾:Tnx4.558國債率續高;AI:Aaoi +3%Btc$26.2k費-1.8%納-1.6%標-1.5% Eem-1.4%羅-1.3% 道-1.1%Hxc-0.9%Uso+0.6%;國企-1.6%港-1.5%韓-1.3%台店-1.2%日台-1.1%深- 0.6%滬-0.4% Evb:On-5%GnrcWolf-4%BydSedgOnNvts天賜德方納米天齊鋰-3%Rivn+5% Semi:TsmAsmlKlacAvgoLrcx-2%;Wfc-2% 網科重磅股:Amzn-4% AaplGoogMsft-2% ------ 9/25.JL世股摘:期升息尾:Tnx4.542十年國債率衝16年高;AI:Smci+6% 港中概回落國企-2.1%港-1.8%韓電池鏈Ebm-9% Btc$26.2kHxc-1%Uso-0.9%Eem-0.6%道羅-0.3%標0納+0.1%費+0.2%;深- 0.6%韓滬-0.5%k台店台+0.7%日+0.9% 中概:Li-10%紫光-7 %Jd-4%騰訊-3%;美鋁-6% Evb:Rivn+3%Wolf+7%Pfm-7%;Qcom+3% ----- 9/22.JL世股摘:期升息尾:中股政策救市狗熊翻: Hxc+2.9%國企+ 2.7%港+2.3%深+2%滬+1.6%Fii+9%Aaoi+3%Wb紫光阿里騰訊聯想+4%電動車Tsla Rivn-4%Btc$26.6kTnx4.442%Eem+1.2%費+0.8%Uso +0.3%納-0.1%標-0.2%道羅-0.3%;台店+1%台+0.2%日-0.5%韓-0.3% Evb:Wolf+6%Enph+4%Byd容百On+3%;Avgo+3% 中概:茅台酒百度 JD+3%;Wfc-3%Ccl-3% ----- 9/21.JL世股摘:期升息尾: AI車用半導體,指 數重磅領跌AaoiSmci -5% 車用:Wolf-9%Nvts- 6%;Semi:Amd-4%NvdaAvgoMu-3%TsmMrvl-2%;低軌道衛星Arkx-3% Btc$26.7kTnx4.48%Hxc-1.9%費納-1.8%Eem-1.7%羅標-1.6%道-1.1% Uso0.3%;韓 -1.8%日台店-1.4%國企港台-1.3%深-0.9%滬 -0.8% Evb:Lgc-5%RivnSsdiSkietL&F-4%TslaAlbLit-3%SkiEbm Pfm-3% Mtv:U-5%SnapAmzn-4%Goog-2% 原物料:美鋁-5%銅Fxc-4% ----- 9/20.JL世股摘:期升息尾:Intc-5%Arm-4% ………… 9/15.JL世股摘:期升息尾:黃教主續賣輝達股台積建廠遲延設備單: LrcxKlac Amd-5%AmatAsmlGfsNvdaArm-4%Mu-3%Tsm-2%費-3% AI:Smci-8% Btc$26.5kTnx4.322%納-1.6%標-1.2%羅-1.1%Hxc-0.7%道-0.8%Eem-0.4% Uso+0.2%;韓日+ 1.1%港0.8%台0.7% 國企0.6%台店+0.1%滬-0.3%深-0.5% Evb:OnSedgNxpi寧德時代-3% Lgc+4%;美鋁-4% 納指重磅:Meta-4% AmznMsft-3% ------ 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融熊翻 ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% ----- 9/14.JL世股摘:期升息尾:孫教主寶貝Ipo: Arm+25% 原物料金融續反彈:東方外海美鋁+5% Bhp+4% Btc$26.5kTnx4.288%Uso+1.8%羅1.4%Hxc+1%道+0.9%納標+0.8%Eem費+0.7%;台店+1.7%韓1.5%台日+1.4%滬0.1%國企+0.6%港+0.2%深-0.6% Evb:Ssdi+5%RivnSkietPfmEbm+4%Lges+3%容百德方納米天齊鋰-2% Mrna+4%Ccl+4%; Semi:Syna+6%Swks+3%;Meta+2% Fi:Gs+3%MsJpm+2% ---- 9/13.JL世股摘:期升息尾:新品會後Aapl回,原物料狗熊翻未續Aoii祥茂光-20% Btc$26.3kTnx4.256% 費+0.6%納0.3%標0.1%Uso0Eem-0.1 %道-0.2%Hxc-0.6% 羅-0.8%;台店1%台0.1%深-1.1%滬-0.5 %國企-0.4%日-0.2 % 港韓-0.1% Evb:SkiNvtsSedgL&F-4%LgcSkietEnphBydF-3% Mtv:Rblx-5%U-6%Nflx-4%;紫光-4%;美航-6%Ccl-3% ----- 9/12.JL世股摘:期升息尾:庫克教主新品佈道會?Aapl-2%盤後不動;甲骨文-13.5%特斯拉回落,原物料金融狗熊翻 Btc$25.9kTnx4.264納-1%費-0.8%標- 0.6%Eem-0.3%道-0.1%羅Hxc0 Uso+1.7%;日+1%台+0.9%台店+0.4%深-0.1%滬-0.2%港 -0.4%國企-0.6%韓 -0.8% Evb:Ebm-4%PfmSsdi天賜-3%Tsla-2%Wolf+4%Byd+3% 原物料:Xom+3%Cop+2% Fi:Wfc+3%GsMs+2% ----- 9/11.JL世股摘:期升息尾:庫克教主新品佈道會?投銀投資論壇:Tsla+10%,網科權值Amzn+4% Meta+3% Btc$25.1kTnx4.288%HxcEem+1.2%納+1.1%標+0.7%道+0.3%羅+0.2%費Uso+0.1%;深+1%滬0.8%韓+0.4%台店-1%台-0.9%港-0.6%日國企-0.4% Evb:EbmPfm天賜-3% Semi:Qcom+4%Syna-4%;Rtx-8%;紫光+4% ----- 9/8.JL世股摘:期升息尾:庫克教主新品佈道會?中官方拉華為壓蘋,華為鏈續噴 Btc$25.9kTnx4.276% Hxc費-0.5%羅-0.2 %標納+0.1%道Eem+0.2% Uso+0.5% ;日-1.2%台店-0.7深-0.4%-滬0.2%台-0.3%韓0國企港休 Evb:天賜-7%Apt-6%德方納米-5%Wolf-3% Ebm+3%;海力士-4% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/7.JL世股摘:期升息尾:庫克教主新品佈道會?黃主教賣股;中官方拉華為壓蘋:中芯-8%Aapl-3%, QcomSwks-7%SynaAsml-4%AmatKlacLrcx-3% Btc$25.8kTnx4.276%Hxc-4%費-2%Eem-1.2% 羅-1%納-0.9% Uso-0.7%標-0.3%道0.2%;深-1.8%國企-1.4%港-1.3%滬-1.1%日-0.8%台-0.7%韓-0.6%台店-0.3% Evb:Pfm-6%天賜-5%EbmStmNvtsSkietL&F-4%寧德時代贛鋒鋰當升容百-3%;美鋁-6% 中概:Wb-6%Nio-5% ----- 9/6.JL世股摘:期升息尾:庫克教主新品佈道會?中官方壓蘋?Aapl-4%;黃主教賣股 Nvda-3%Btc$25.8kTnx4.29%納-1.1%費-0.8%標-0.7%道Eem-0.6%Hxc-0.5%羅-0.3%Uso1%;韓-0.7%台-0.3%深-0.2%港0%國企滬台店0.1%日+0.2% Evb:Alb-5%EnphSedgWolf-4%TslaPfm-3%;Swks-3%;聯想-3% -----
9/5.JL世股摘:期升息尾:庫克教主新品 Btc$25.8kTnx4.268Uso+1.1%費0%納-0.1%標-0.4% Eem-0.8%羅Hxc-2.1%;國企港-2.1%深滬-0.7%韓-0.1%台+0%日+0.3%台店0.6% Evb:Tsla+5%容百-3%Byd-2% 中概:Li-6%中芯Wb-4%;美航達航-3%;Tol-6%Xhb-4% ------ 9/4.JL世股摘:期升息尾:庫克教主新品布道會?中再推救市政策中股噴國企+3.2%港+2.5%中芯+11% Nio+7% JdWb+5% Btc$25.8kTnx4.173;深滬+1.4%台+0.9%韓+0.9%日+0.7%台店0.6% Evb:天齊鋰+4%贛鋒鋰BydSkiet Lgc+3% ----- 9/1.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣續拉回,中再推救市政策Hxc+3.2%Nio+7% AI吊車尾落後股補漲戴爾+21%三星電+6%;馬主教新品Tsla-5 % ,巨星韓電池鏈大跌Skiet-8%Ebm-5 %LgesPfm-4% Btc$25.8kTnx4.173Uso+2.5%羅+1.1%費道+0.3%納0%標+0.2% Eem-1.2%;深滬+0.4%韓日+0.3%台店0.2%台+0.1% Semi:AmdIntc+4%Avgo-5%;Wolf-4%;Wb+5% 原物料:Fcx+4% AaBpCop+3%; ---- 8/31.JL世股摘:期升息尾:庫克教主新品佈道會?比特幣拉回,中再降息寬房貸 Btc$26kTnx4.093Uso+1.9%費+0.7%納+0.1%標羅-0.2%道-0.5%Hxc-0.6% Eem-1.2%;日+0.9%台店0.6%韓-0.2%國企-0.4%台-0.5%深滬港-0.6% Evb:天齊鋰-4%Nvts+5% Semi:MuAvgo+3% ;Crm+3%東方海外-4% ----- 8/30.JL世股摘:期升息尾:庫克教主新品佈道會?AI小逆風,PC仍慘Hpq-7%Btc$27.2kTnx4.118納Uso+0.5%費羅標+0.4% 道0.1%Hxc-0.2%Eem-0.3%;台店1.3%台0.6%韓0.4%日深+0.3%港0%國企-0.5%Evb:L&F-7%華友鈷-4%德芳納米-3%LgcNvts+3% -----
8/29.JL世股摘:期升息尾:Btc$27.5k+5%能源車Rivn+9%TslaLi+8% 政策拉大狗熊中股續翻:Hxc+3.8%國企+2.3%深+2.2%港2%中芯+7%Byd+6% Tnx4.112費+2.6%納+1.7%標+1.5% 羅+1.4%EemUso+1.3%道+0.9%;滬+1.2%台店0.9%台0.7%韓0.3%日0.2%; Evb:容百+5%寧德時代WolfOnLitAlb +4%Sedg Nxpi+3%EbmPfm-4% Semi:Nvda+4%AmdGfsAmatAvgoLrcx+3%;GoogMeta+3%;Mtv:U+6%Snap+4%;原物料:美鋁+4%美鋼Fcx+3%;Bby+4% ----- 8/28.JL世股摘:期升息尾:政策拉大狗熊中股翻 Btc$26.1kTnx4.212Hxc+2.3%費+1.2%Eem+1%羅納+0.8%道標+0.6% Uso0%;日+1.7%國企+1.2%深+1.1%滬港韓+1%台+0.2%台店-0.3%; Evb:L&F+8%Gnrc+4%Wolf+3%華友鈷-7%德方納米-5% Semi:MrlfMu+3% 中概:Wb+8%紫光+4% ----- 8/25.JL世股摘:期升息尾: AI:黃教主財報會後半導體領美亞股崩Fii-9%Mrvl-7% Smci-3%Nvda-2%Skh-4% Btc$25.9kTnx4.235Uso+1.5%納+0.9%標道+0.7%費羅+0.4% Eem+0.1% Hxc-0%;日-2.1%台-1.7%國企-1.5%港-1.4%深-1.2%韓-0.7%滬-0.6%台店-0.5%; Evb:L&F+7%Tsla+4%EbmSedgOn+3% 中概:Wb-7%裕元-5%紫光-4% ----- 8/24.JL世股摘:期升息尾: AI:黃教主財報會前衝再衰 AmdMrvl-7%Smci Gfs-5%AsmlKlacIntc-4%SwksAvgo-3%Skh+4% Btc$26.2kTnx4.235費-3.4%Eem納-1.9%標-1.4%羅-1.3%道-1.1% Hxc-0.7%Uso0.1%;國企+2.5%港+2.1%韓+1.3%台+1.2%深1%日0.9%日0.5%台店0.4%滬+0.1%; Evb:Pfm+11%Ebm+4%L&F+3%On-3%Wolf-7%EnphSedg-6%StmIfnnyNxpiNvts恩捷-4%容百+3% 中概:聯想+6%中芯+4%Byd+3%TslaRivn-3% 波音-5%Dis-4%Ccl-3% AI:AaplMetaAmzn-3%MsftGoog-2%Nflx-5% ----- 8/23.JL世股摘:期升息尾:AI:黃教主財報佈道會美股全衝(盤後Nvda+9%) Smci+8%Amd+4%MrvlNvdaSkh+6%Intc+3%Tsm+2%費+2.1%Apt+16% Btc$26.5kTnx4.198 Eem納+1.6%標+1.1% Hxc+1.5%羅+1%道0.5% Uso-1.3%;深-2.1%滬-1.3%韓-0.4%國企港台店0.3%日0.5%台0.9%; Evb:Wolf+7%恩捷-6%EbmL&F-5%PfmSkiet天賜華友鈷贛鋒鋰-4% CclTol+4%Nke-3% AI:GoogNflx+3%MetaAapl+2% 8/18.JL世股摘:期升息尾:中股續挫Hxc-3.5%國企-2.3 %港-2.1%深-1.8% Nio-7%Jd聯想-5% Btc$26.1kTnx4.251Uso+1.1%費羅+ 0.5%道+0.1%標0納-0.2%Eem-0.7%; 台店-1.1%滬-1%台-0.8%韓日-0.6% Evb:L&F-7%Byd華友鈷-4%Ski當升贛鋒鋰天齊鋰天賜-3% 中概:百度Wb-4%阿里紫光-3%Mrna-4%;Amat+4% ------ 8/17.JL世股摘:期升息尾:十年國債益率續4%以上, 投機指飆比特幣續大跌Btc$26.8k-7%Tnx4.308Wolf-17%AI:Smci-4%納羅-1.2%費-1% 道標-0.8% Uso0.9%Hxc0.3%Eem0.2%;台店1.4%深0.6%滬台0.4%國企0.3%港0韓-0.2%日-0.4% Evb:Tsla-3%Nvts-6%PfmLges+3%L&F+7%Ebm+5%;Mrna+6%Bntx+5% AI:Semi:AmdIntc-3%;Meta-3%Nflx-3% ----- 8/16.JL世股摘:期升息尾:巨星韓電池鏈又崩 Nvts-8%Skiet-6%EbmPfm-5%;AI:SmciAmdIntc-4%Mrvl-3% Btc$28.7kTnx4.258費-2.1%Uso-1.7% Hxc-1.6%羅-1.3%納-1.2%Eem-0.9%標-0.8%道-0.5%標-0.1%;韓-1.8%日國企-1.5港-1.4%滬-0.8%深-0.9%台店+0.2%台+0.4% Evb:TslaLgesSkiGnrc-3%Sedg-5%天齊鋰贛鋒鋰BydLgcL&F-2% 中概:百度Nio-4%;Ccl-3% Lgd-3%;東方外海-5% ----- 8/15.JL世股摘:期升息尾: Sea-29%Amsc-11% Btc$29.4kTnx4.221Hxc-1.9%費-1.7%Uso-1.6% 羅-1.3%標-1.2% Eem納-1.1%道-1%;台店+0.9%日+0.6%台+0.4%滬-0.1%深-0.7%國企-0.9 %港-1%日-1.3%;Ggr-5% Evb:RivnSedg-4%TslaWolfOnEnphNxpi-3%Nvts+5%;Nio-6%;Snap-4% Semi:SynaMu-4%SwksIntc-3%;Mrna-4%Dal-3%;美鋁-4%美鋼Fcx-3% ----- 8/14.JL世股摘:期升息尾: AI回馬槍:Nvda+7% SmciMu+6%AmdMrvlSyna+4%;能源車鏈弱:比亞迪-6%寧德時代贛鋒鋰Ssdi Lgc-4%;X+37% Amsc+15%Ggr+6% Btc$29.4kTnx4.184費+2.9%納+1.1%標+0.6% 道0.1%HxcEem-0.5%羅-0.2%Uso-0.6%;台店-2.3%國企-1.8 %港-1.6%台日-1.3 %韓-0.8%深-0.5%滬-0.3% Evb:Ski-3%NvtsGnrc+4%WolfTxnOn+3% ----- 8/11.JL世股摘:期升息尾:AI領頭牛,中股再下測Nvda-4%Smci-8%,Hxc-3.7%深-2.2%滬-2%能源車鏈走弱Nvts-6%Ebm華友鈷當升Nxp-4%;Amsc-9%Btc$29.4kTnx4.168費-2.3%Eem-1.5%納-0.7%標-0.1%Uso羅+0.1%道+0.3%;國企-1.3%港-0.9%台店-0.1%台-0.2%韓-0.4%;Semi:Lrcx-5%Amat-4%TsmGfsMrvlKlac-3% Evb:StmOnIfnnyPfm容百-3%;CclDis -3% 中概:Li-6%百度-4%紫光-3%;原物料:美鋼-3%Fcx-2% -----
8/10.JL世股摘:期升息尾:AI股價高,黃教主佈道失靈,半導體觀望,台股AI大血洗 Fii-3%Smci+4%Amsc+13%Btc$29.4kTnx4.08% Hxc0.7%Eem道+0.2% 納+0.1%標0費羅-0.4 % Uso-0.7%;台店-2.1%台-1.4 %日+ 0.8%滬+0.3%國企+0.2%深+0.1%港0%韓-0.1% Evb:Gm-6%WolfF-4%Sedg-3%;Dis+5%;聯想-3%;美鋼-5% -----
8/9.JL世股摘:期升息尾:黃主教佈道首無效 Nvda-5%Smci-24% Fii-8%,Rblx-22%Btc$29.6kTnx4.012%費-1.9%納-1.2%羅-0.9% 標-0.7%Hxc-0.1%道-0.5%Eem0.3%Uso1.4%;韓1.2%國企0.4%港0.3%台0台店日深滬-0.5% AI:Semi:Mrvl-3%Avgo-4% Evb:Rivn-10%Nvts-4%Lges+5%L6&F+4%SsdiSedg+3%;Ccl-4%;Nio紫光-4% -----
8/8.JL世股摘:期升息尾:黃主教佈道首無效,財報Smci盤後-9%,Asmc-14%;中概:Li-9%Nio-5% Btc$29.8kTnx4.026Hxc-3.1%費-1.6%Eem-1.2%納-0.8%羅Gld-0.6%道-0.5%Uso+0.3%標-0.4%;國企 -2.2%港-1.8%台店-1%台-0.7%深-0.4%韓滬-0.3%日0.2% AI:Semi:AmdMrvlSwks-3%MuAsmlTsm-2% Evb:Byd-4%天齊鋰Ifnny-3%Fi:GsBac-2% ----- 8/7.JL世股摘:期升息尾:輪韓電池鏈崩Ebm-11%Pfm-9%L&F-7%LgesSkiSkiet-5%;輪台股AI噴:組裝飆漲停緯創技嘉廣達神達英業達雙鴻等FiiSmci+5% Asmc-3%疫苗: Bntx-7%Mrna-6% Btc$29.2kTnx4.078道+1.2%費+1.1%標+0.9% 納+0.6%羅+0.1%Uso0% Eem-0.2%Hxc-0.8%;台+0.9%台店+0.6%日+0.2%港國企0滬-0.6%深-0.8 % 韓-0.9% AI:Semi:AmatSyna+3%LrcxKlac+2%;Ccl+5% Evb:RivnNvts-4%EnphGnrc-3%;Goog+3% ----- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% --- 8/4.JL世股摘:期升息尾: Amzn+8%Aapl-5%;AI:Smci+5%Fii+6%;Amsc+7%Btc$29kTnx4.06Uso+0.9% Hxc-1%納道-0.4%標-0.5%Eem-0.1%費羅-0.2%;國企+ 1.2%深台店+0.7%港+0.6%滬+0.2%日+0.1%台-0.2%韓-0.1% Evb:Rivn-5%SedgL&F-4%StmSkiet-3%Tsla-2%容百+4%寧德+3% AI:Semi:AmdQcom+2%;紫光+5% ---- 8/3.JL世股摘:期升息尾資金濫:韓電池股暫止跌Ski+4% SkietEbm+3% Qcom-8%Ifnny-9% ,中股狗熊翻續Hxc+3.5% Nio+6%Li+5%;Amsc-16% Btc$29.2kTnx4.189Uso2.3%Eem+0.4%費納-0.1%道0.2%標羅-0.3%;滬+ 0.6 %深+0.5%國企 -0.3%韓-0.4%港 -0.5%日-1.7% Evb:容百+6%德方納米+4%天齊鋰+3%Tsla+2% Gnrc-4%SedgWolf-3%Qs-21%;Amd+3% ------ 8/2.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大跌Ebm-7%Pfm-5% 能源Gnrc-24%Nvts-8% Sedg -18%Qs-11% Btc$29.2kTnx4.078Hxc-4.2%費-2.9%Eem-2.4% 納-2.2%羅標-1.4%道-1%Uso-2%;國企-2.7%港 -2.5%日-2.3%台店 -2.2%台韓-1.9%滬- 0.9%深-0.4%;Mrna-3% Evb:Enph-6%Rivn-5%SkiOn-4%TslaTxnStmSkietIfnnyLit-3% AI:Semi:Amd-7%Mrvl-6%SynaNvda-5%IntcAsmlMuLrcxSKh-4%GfsAmatTsmKlacAvgoSwks-3% 中概:Wb-6%百度-4 %Jd阿里騰訊- 3%;Dis-3% AI:MsftAmznMeta-3%;Mtv:U-9%Rblx-5%;Arkx-3% 原物料:美鋼-5%美鋁-4%FcxBhp-3% ------ 8/1.JL世股摘:期升息尾資金濫:巨星台AI股韓電池鍊股大震SkiL&F-4%Pfm Ebm-3%停車場Vz+9% Btc$29.2kTnx4.051Hxc-2%Eem-1.3%Gld-1%羅-0.5%納-0.4%Uso標-0.3 %費-0.1%道0.2%;韓1.3%日0.9%台0.4%滬0%港-0.3%深-0.4%國企台店- 0.7%;Cat+8%; Evb:Qs-6%WolfRivn-4%TslaAlbLit-2%Lgd+6% Semi:AmdSyna+3% 中概:NioWb-4%Li+4% 觀旅:Ccl-5%美航-4% ------ 7/31.JL世股摘:期升息尾資金濫:電池鏈衝韓鏈噴 :Ski+14%L&F+8% Btc$29.2kTnx3.935Uso+1%羅+0.7%Hxc0.2%費道0%Eem標納-0.1%;國企日+1.3%韓0.9%深港0.8%滬0.5%台台店-0.9 % Evb:PfmLgesOn Ebm寧德時代當升+3%容百松下 Nvts+4%Skiet德方納米+5%;Snap+5%,海力士-4% 原物料:美鋁美鋼+4%CvxXom+3% ----- 7/28.JL世股摘:期升息尾資金濫:中概續狗熊翻: Hxc +5.9%(週漲+14%) Iq+13%NioLi+9%Wb+6%聯想+8%;國企+2.1%滬+1.8%深+1.6%港1.4% 續瘋AI網通巨頭: Meta+4%GoogAmznNflx+3%MsftAapl+2%; AI狗熊翻Intc+7% Btc$29.5kTnx3.961 Eem+2.4%費+2.3%納+2%羅+1.3%標+1.1% Gld+0.9%道+0.8% Uso+0.5%;台店+0.9%台0.3%韓0.2%日-0.4%; Evb:Ebm+8%Pfm+5%Qs+21%TslaRivnIfnny+4%OnNvts+3%Enph-10%Sedg-5%F-4% AI.Semi:Klac+5%Amat+4%AmdQcom海力士+3% ---- 7/27.JL世股摘:期升息尾資金濫:瘋AI,能源車韓鍊大修:Ebm-17%Pfm-13%Lgc-10%SkiL&F-9%Skiet-8%Lges-7%Ssdi-6% 半導體落後股設備補漲噴:Lrcx +9%KlacAmatMu+5% Btc$29.3kTnx4.012 費+1.9%Uso+1.1% Gld-1.6%Eem-1.2%羅Hxc -1.3%道-0.7% 納標-0.6%;國企+1.9%港1.4%台店1%日0.7%台0.5%韓0.4%深-0.4%滬-0.2%; Evb:RivnEnph-4%TslaLit-3%Qs+14%Stm+5%OnIfnny+3% Semi:Asml+3%海力士+10% AI:Meta+4%MsftNflx-2%Snap-4%;Ip+5%;Ccl+3% ----- 7/26.JL世股摘:期升息尾資金濫:台股瘋AI,中股狗熊翻: Hxc+2.8%Nio+11% 能源車韓鍊作頭: Skiet+13%Pfm-6%% Btc$29.3kTnx3.851 費-1.5%Uso-0.7%納-0.1%標-0.3%道0.1%Eem0.6%羅0.7%;韓-1.7%台店-1.5%國企-0.8%深-0.5%港-0.4%滬-0.3%台-0.2%日0%;Ba+9%; Evb:Rivn+7%Gnrc+3%Sedg-6%TxnL&F-5%Nvts-4%Enph-3% AI:Semi:AmdSynaAvgoGfs-3%Mu+3%海力士+4% AI:Msft-4%Goog+6%Mtv:Snap-14%;Fii-3% ------ 7/25.JL世股摘:期升息尾資金濫:台股瘋AI,中股原物料狗熊翻:國企+5.3%港+4.1%深+2.5%滬+2.1%;中概:Jd+8%騰訊阿里+6% 能源車韓鍊續噴: Ebm+14%Pfm+10% Btc$29.2kTnx3.898 費+1.7%Eem+0.8 %Uso+0.7%Hxc標+0.3%道+0.1%羅0;台+1%台店+0.6韓+0.3%日-0.1%; Evb:NvtsSki贛鋒鋰+5%Nxpi天賜+4%寧德時代天齊鋰華友鈷當升+3%Gm德方納米-4% 原物料:美鋁+6%Ip +5%FcxBhp+4%美鋼+3%; Semi:Syna+3%NvdaAmdTsm+2%;Smci+4% Spot-14%;Rtx-10% ------- 7/24.JL世股摘:期升息尾資濫:台股瘋AI,能源車韓鍊續噴:SkiPfm+11% Ebm+6%SkietLgesL&F +5%Ssdi+4% 能源車中股鍊續崩:贛鋒鋰天齊鋰-5%;大狗熊美中概翻: Nio+13%Wb+6% Btc$29.2kTnx3.857Hxc+4.3%Uso+2.5%Eem+1.4%道+0.5%標+0.4%羅+0.3%納+0.2% 費-0.2%;國企-2.2%港-2.1%台店-0.7%深-0.6%滬-0.1%台0韓+0.7%日+1.2%; Tsla+3%,Fcx+4% Fi:BacGsJpm+2% 美航-3%,Gfs-3% ----- 7/21.JL世股摘:期升息尾資濫:能源車韓鍊續噴Pfm+6%Ebm+5%,AI:Nvda-3%QcomAsml+3%;Meta-3%Btc$29.9kTnx3.837Uso+1.4%費+1%Hxc+0.2%標道0納Eem-0.2%羅 -0.4%;國企港+0.8%韓+0.4%深滬-0.1%日台店-0.6%台-0.8%;Fcx-3% Evb:德方納米天齊鋰Alb-3%Qs-7% ----- 7/20.JL世股摘:期升息尾游資濫:財報爛:能源車鍊Tsla -10%NvtsWolf-7% OnEhph-5%;Mtv:NflxU-8%Rblx-9%;AI運力:費-3.6 %,Fii-7%Asml-6%TsmAmatAmd-5%;AI網頭:AmznMeta-4% Goog-3%Msft-2% Btc$29.8kTnx3.854納-2.1%羅-0.9%標Eem -0.7%Hxc-0.6% Uso道+0.5%;日 -1.2%深-1.1%滬-0.9%韓國企-0.3%港-0.1%台0.3%台店0.7% Evb:AlbSedgNxpi-4%PfmIfnnyStmOn-3%華友鈷+5% SkietRivn+4% Semi:SynaKlacGfsLrcxMrvl-4%IntcSwksQcom-3% 美航-6%Ccl-3% ;Gs+3%;美鋁-6%Fcx+3% ------ 7/19.JL世股摘:期升息尾游資濫;財報會盤後 Nflx-9%Tsla-2%;AI:Smci-5%;能源車鍊昨續噴今跌L&F+17%Ebm+11%Pfm+5%Btc$30kTnx3.742%Hxc+0.7%羅+0.5%道0.3% 標+0.2%納0%Eem -0.2%Uso-0.4%費- 1.1%;日1.2%韓滬0台店 -0.1%港國企 -0.3%深-0.4%台-0.7% Evb:寧德時代德方納米NvtsOn Ifnn-3% Asml-5%;Vz+5%;Bac+3%;東方外海+5% ---- 7/18.JL世股摘:期升息尾游資氾濫:續衝AI: Msft+4%Nvda+2% 領標納指創高,金融財報佳,韓源車鍊噴Ebm+17% Pfm+13%L&F+5% Btc$30kTnx3.789%Uso+2.1%道Gld+1.1%納+0.8% 標+0.7%費+0.1% Eem-0.7%Hxc-3.3%;國企-2.4%港-2.1 %台店-0.9%台 -0.6%滬-0.4%深-0.3% 韓-0.4%日+0.3% Fi:Ms+6%Bac+4%Gs+3% Evb:Ski+4%RivnSkiet+3% Nflx+6%;Ccl達航美航+3%;中概:Jd騰訊-5%Wb-4% ---- 7/17.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii-4%;中股能源車跌德方納米-8%國軒科-7%美能源衝Enph+7% Btc$30.2kTnx3.824%費2.3%羅+1% 納+0.9% 標+0.4%道+0.2% Eem+0.1%Hxc-0.2%Uso-1.3% ;台台店+0.3%滬-0.9%深-0.6%韓-0.4% Evb:On+5%NvtsSedgWolf+4%Nxpi+3%F-6%RivnSsdiGm-3% Semi:Intc+4%KlacLrcxSwks+3%GfsNvdaAmdAmat+2% Fi:WfcAig+3%Jpm+2% Vz-8%Dis-3%Ccl+3% ----- 7/14.JL世股摘:期升息尾游資氾AI泡與台組裝鍊續邪惡波泡:Fii+10%;能源車鍊半導體跌Nvts-6%原物料續跌美鋁-6% Btc$30.4kTnx3.819Uso-2.3%Hxc-2.2 %費-1.2%羅-1.1% Eem-0.6%納-0.2%標-0.1%道+0.3%;台店+1.6%韓+1.4%台+1.3%港+0.3%國企+0.2%滬0%日深-0.1%Eric-12% Semi:Syna-5%Mrvl-3%SwksIntc-2%; Evb:Wolf-4%GnrcAlbRivn-3%Pfm+3% U-5%;Glw-6%Mrna-4%Ccl-3%Unh-7% 原物料:美鋁-6% XomCop-3% ---- 7/13.JL世股摘:Cpi緩游資氾濫炒指飆比特幣噴Btc$31.5k;續炒AI泡: Fii+10%Smci+6%Nvda+5%創高台AI股噴,中股原物料狗熊翻德方納米+7%國企港Hxc+2.6 %Tnx3.761費+2% Uso+1.8%納+1.6% Eem+1.3%標羅0.9%道+0.2%;深+1.6%日+1.5%滬+1.3%韓台0.6%台店-0.2% Evb:Ssdi+4%LgcIfnnyStmNvtsWolfOn+3% Semi:MrvlSynaAsmlQcom+4%AmatLrcx+3%; Goog+4%U+7% 中概:Jd+6%阿里+3%;原物料:美鋁+5%Fcx+4% ----- 7/12.JL世股摘:Cpi緩市場期待續游資氾濫炒AI或能源車鍊泡續台AI股續噴,中股原物料狗熊翻Hxc+3.3%Eem+2.2% Tnx3.861Btc$30.3k費+1.9%Uso+ 1.3%納1.2%羅1.1%標+0.7%道+0.3%;國企+1.3%港1.1%韓+0.5%台0.4%深-1滬-0.8%台店-0.4%日-0.8% Evb:Ebm-5%SkietLges-3%Stm+5%RivnIfnny+4% Semi:Nvda+4%AmdTsmAsml+3%;Meta+4% 中概:Wb+5%百度+4%Fii-7%紫光-6% ----- 7/11.JL世股摘:市場慢拍者期待續游資氾濫炒AI或能源車鍊泡沫(台韓股得利),但盤面蜀中無大將,唯落後元宇宙任先鋒補漲U+10%Snap+8% Tnx3.98Btc$30.6kUso+2.3%Hxc+1.6%羅Eem+1% 道+0.9%標+0.7%納0.6%費+0.1%;韓+1.7%台+1.5%國企港+1%深+0.8%滬+0.6%台店+0.5%日0% ------ 7/10.JL世股摘:美股游資氾濫續炒股:AI半導體續衝AvgoSwks+4%;政策救市中能源車鍊狗熊翻續:當升億緯鋰德方納米+4%寧德時代天賜天齊鋰+3% Tnx4.006Btc$30.4k 費+2.1%羅+1.6% Hxc+1.2%道+0.6%標納0.2%Eem0.1% Uso-0.5%;國企港+0.6%深+0.5%滬+0.2%日-0.6%台店-0.4%韓-0.2% 台-0.1% AI:Smci+4%Goog-3%;Semi:SynaGfsIntcMu+3% Evb:Nio+8%Enph+6%RivnNxpiOnTxn+3%;Tol+3% ---- 7/7.JL世股摘:AI台股續噴光纖組裝與補漲機殼壓縮機;新布局能源車Rivn+14%Sldp13 %Wolf+8%Pfm+7% 大狗熊翻中股原料循環阿里+8%Hxc+3.2% Uso+2.2% Tnx4.05Btc$30.3k羅+1.2% Eem+1.1% 費0%納-0.1%標-0.3%道-0.6%;台店-1.3%日韓 -1.2% 國企-1.1%港0.9%深-0.7%台-0.6%滬-0.3% Smci+4%;Syna+3% Ebv:Byd-3%Alb+4% 原物料:美鋁+5%美鋼+4% 7/5.JL世股摘:作完帳憧憬財報會:半導體修正 Btc$30.4kTnx3.945 費-2.2%EemHxc-0.6%羅-1.3%納-0.2%道-0.4%標-0.2% Uso+2%Epol-4%;國企-1.9%港-1.6%深-0.9%韓-0.7%滬台-0.5%日-0.3%台店0.1% Ebv:Wolf+11%RivnNvts+4%Ebm+3%Gnrc-8%OnGgr-4%StmIfnny-3% Semi:Swks-4%KlacLrcxSynaIntcMu-3%AsmlQcomAmatGfsTsm-2% 原物料:美鋼-5%Fcx-4%;中芯-3%;U-4%;Meta+3% ---- 7/4.JL世股摘:財報會前壓賭與觀望Btc$30.8kTnx3.858Hxc+2.1%Eem+1.1%美國慶休;港+0.6%深+0.4%台國企+0.3%台店0.2%滬0韓-0.4%日-1% Ebv:Ebm+4%容百-3% ------ 7/3.JL世股摘:憧憬財報會:能源車售佳供應鏈股價鍊噴,台股續憧憬噴AI鏈夢 Rivn+17%TslaSsdi+7%Ebm德方納米+6%Pfm+5%狗熊翻中概:東方外海+6%百度+5%JdNio+4% Btc$31.1kTnx3.858Hxc+2.1%Eem+1.1%費0.8%羅+0.4%納+0.2%標0%道0Uso-0.3%;國企+2.6%港+2.1%日+1.7%韓+1.5% 滬+1.3%台+1%台店0.8% Ebv:BydLgcLges+4%LitAlbSki+3% Semi:Mrvl+3%Tsm+2%;Fii-3% ------ 6/30.JL世股摘:作帳衝巨星:Ccl+10%SmciFii+6%Nvda+4%Skiet+7%Nvts+6%;狗熊翻德方納米+20% Ggr+8%容百天齊鋰+5%; 拉科技巨頭衝指數: Aapl+2.3%AmznMeta+1.9%Msft+1.6%;Nflx+3% Btc$30.4kTnx3.819費+1.6%納1.5%標1.2%Hxc +1%Uso0.9%Eem道+0.8%Gld+0.7%羅+0.4%;深+1%韓滬台店0.6%日+ 0.1%台0國企0%港-0.1% Ebv:Sedg+6%Enph+5%RivnIfnny當升+4%Ebm寧德時代+3% ------ 6/29.JL世股摘:作帳尾:巨星Fii+4%;狗熊翻Rivn+9% 補漲Fi:Wfc+5%Gs Jpm+3%踹狗熊中股百度-5Jd-4%; Btc$30.5kTnx3.854羅+1.2%道+0.8%Uso+0.7%標+0.5%費+0.1%納0%Eem-0.5%Hxc-1.6%;日+0.1%台店+0.9%台0國企-1.5%港-1.2%滬-0.2%深-0.1%韓-0.6%;Eric+4% Semi:Mu-4%Mrvl-3% ----- 6/28.JL世股摘:作帳尾雙巴:巨星Ccl+8%Smci+4%;結帳電池鏈:Lgc-6% EbmL&F-5%SkiPfmAlb-4%大停損紫光-10% Btc$30.2kTnx3.712Uso+2%羅+0.5%納0.2%標0%道- 0.2%Eem-0.6%Hxc費-0.9%;日+2%台店+0.4%台國企0.3 %港+0.1%滬0深- 0.5%韓-0.7%; Evb:Wolf-4%SsdiLges-3%RivnNvts+5%;Fcx-3% Mtv:U+4%Nflx+3% ----- 6/27.JL世股摘:作帳尾雙巴:巨星Evb:Wolf+11% Gnrc+9%TslaNxpiNvtsTxnOn +4%;觀旅Ccl+9%達航7%美航6%AI:Smci+4%; Semi:MrvlGfsAmatLrcx+5%狗熊翻:U+15%Rblx7%; 中股Nio+11% Hxc+3.7% Btc$30.7kTnx3.768 費+3.6%納+1.7% 羅1.5%Vnq標1.2% Eem1%道0.6% Uso-2.3%;國企+2.1%港+1.9%滬+1.2%深+1%韓0日台店-0.5台-1%; Semi:SynaAsmlKlac+4%NvdaAmdAvgoSwks3% 中概:中芯+4%百度京東阿里騰訊+3%;Tol+3% 東方外海+3%;Meta+3% ---- 6/26.JL世股摘:分析師提早結帳巨星降評:Tsla-6% Ski-6%Skiet-5%AI:FII-6%Nvda-4%Meta-4%谷歌-3%暑假股:Ccl-8% Btc$30.3kTnx3.719Vnq+2.3%Uso+0.5%Eem費+0.3% Hxc+0.2%羅+0.1%道0標-0.5%納-1.2%;深-1.7%滬-1.5%台台店-0.8%港-0.5%國企-0.4%日-0.3%韓+0.5%; Evb:Wolf-3%恩捷+8%;Fcx美鋼+2%;東方外海+4% Semi:Gfs+4%QcomAmatSwks+3%;Bby+3%Nke+2%;Snap+4% ----- 6/23.JL世股摘:作帳AI巨星結帳Smci-5%續踹狗熊中概:NioJd-5%Hxc -2.7% Btc$30.6kTnx3.739費-1.8%Eem-1.5%Vnq羅-1.4%納-1%道-0.7 %Uso-0.2%;港恆國企-1.7%日-1.5%韓-0.9%;FcxBhp-3% Evb:Wolf-5%RivnIfnny-4%BydStmAlbNxpiTxn-3%Skiet+4%Gnrc+3% Semi:GfsAsmlQcom-3%Nvda-2%;Rblx-3%; ----- 6/22.JL世股摘:作帳AI巨星Tsla+2%被倒Smci+3% Btc$30kTnx3.799納+1% 費+0.6%Hxc道-0.1 %Eem-0.4%羅-0.8 %Gld-1%Vnq-1.4%Uso-3.9%;韓+0.4%日-0.9% Evb:Gnrc-5%SkietQs-4%RivnEnphSedg-3%Wolf+3%;波音-3% Semi:LrcxKlac+2% Mtv:AmznSnap+4%GoogMsft+2%;美鋁-4% Fi:MsBacJpm-2% ------ 6/21.JL世股摘:比特幣$30.2k+11%,AI巨星結帳AmdFii-6% Tsla-5%,續踹狗熊Rivn-7%Intc-6% Tnx3.723費-2.7% Hxc納-1.2%Eem標-0.5% 道-0.3%羅-0.2% Uso+1.8%;深國企-2.2%港-2%台滬-1.3%韓-0.9%台店-0.3%台0.1%日0.6% Evb:L&F- 3%NvtsWolf StmTxn-2%Skiet+3%; 中概:Jd-5%阿里-4% Semi:Gfs-4%MrvlQcomSwks-3%TsmNvda-2% Mtv:Rblx-8%U-6%CrmSnap-3%Nflx-2% ------ 6/20.JL世股摘:作帳AI巨星續衝Tsla+5%Nvda+3%也結帳Smci-4%,作帳續踹狗熊Intc-4%中概股原物料Hxc -5%Jd-7%紫光Wb- 6 %,能源大震Gnrc +8%Sedg-8%Enph-5% Btc$26.8kTnx3.79 Eem-2%Vnq-1.2%Gld-1%費道Uso-0.7%羅標-0.5%納-0.2%;國企-1.8%港-1.5%台滬-0.5%韓台店- 0.2%日0.1%深+0.3% Evb:天齊-5%NvtsTm-4% WolfGm-3%Rivn+4%; 原物料:美鋁-4%Cop -3%;U-6%;波音-3% -------- 6/19.JL世股摘,中股政策盤後續力弱,期待更多,美股資金撤巨星科技轉狗熊 Btc$26.4k;日-1%國企-0.8%港韓-0.6%滬-0.5%台店-0.2%台-0.1%台店0.1% Evb:Lges-5%恩捷-4%容百L&F-3%; 中概:紫光+4%茅台酒-3%; ----- 6/16.JL世股摘:作帳補漲狗熊翻康寧+6%,結帳巨星Smci-5%Amd-3%Nflx-3% Btc$26.3kTnx3.769Uso+1.5%Hxc-1.1%費-0.9%納羅-0.7%標-0.4% Eem道-0.3%;港深+1.1%國企0.9%韓日0.7%滬0.6%台店-0.2%台-0.3% Evb:L&F+4%EbmLgc+3%Wolf-3%;中概:紫光+4%聯想阿里+3%Nio-4%; ---- 6/15.JL世股摘:美股作帳衝科技指數重磅微軟面攤+3%,中政策救市超級無敵大狗熊中電池鏈啟翻:寧德時代億緯鋰+8%國軒天賜+7%恩捷+6%Btc$25.6k Tnx3.742Uso+2.6%Hxc2.1%道+1.3%標1.2%納+1.2% Eem0.9%羅0.8% Gld0.7%費-0.9%;國企3%港+2.2%深1.8%滬0.7%台0.6%台店+0.3%日-0.1%韓-0.4 %Ggr-4% 中概:Nio+8%Jd阿里+5%; 消旅:CclBby+3% Evb:當升德方納米+ 5%容百Byd+4%贛鋒鋰天齊鋰Rivn+3%Nvts-4% Wolf-3% Semi:AmdSyna-2% ----- 6/14.JL世股摘:央爸如預期不升息,作帳:衝巨星Nvda+5%Avgo+4%狗熊翻Intc+5%韓飆股巨星電池鏈提早結帳: Ebm-10% L&F-9%Pfm-5% Btc$26kTnx3.788Hxc2.3%費+1.5%Eem0.7%納0.4%標0.1%Uso- 0.5%道-0.7%羅 -1.2%;日+1.5%台0.1%深+0.3%滬 -0.1%台店-0.3%港國企-0.6%韓-0.7% Evb:RivnSedgGnrc德方納米-4%LgesWolf-3% 中概:Li+7%;U+6%; Nke+6%;Amd+2% ------ 6/13.JL世股摘:央爸會股續通膨緩,佈道會不佳Amd-4%;作帳:續衝巨星日美股與NvdaTsla+4%作帳漫延狗熊翻中概原物料Qs+14%Rivn+9% WolfTm美鋼+6%銅Fxc美鋁+5%Uso +3.2%;中概:百度聯想Nio+6%中芯+5%; Btc$26kTnx3.839 Hxc2.2%費羅1.2% Eem1%納0.8%標+0.7%道0.4%;日+1.8%台+1.5%台店+1.3%深+0.8%港0.6%國企0.5%韓0.3%滬+0.2% Evb:EbmAlbGnrc+5%Nxpi+4%Skiet-4%德方納米-3%;Cat+3%;海力士+4% Bnt+5%Mrna+4%;Ccl+4%德航+4%;U +7%,Smci-6% ----- 6/12.JL世股摘:作帳衝巨星半導體:AvgoIntc Nvts+6%Gfs+5%TsmSyna+4%費半+3.3%Ccl+13% Btc$25.9kTnx3.765納+1.5%標+0.9%道+0.6%羅0.4%Eem0.2%Hxc-0.1%Uso-4.3%;深0.7%日+0.5%台0.4%韓台店-0.5港0.1%滬國企-0.1% Evb:Skiet+5%StmL&F+4%WolfIfnny+3% Semi:AmdMrvlAmatQcomMu+3%;Amzn+3% 中概:Nio+9%;美航+4% ------ 6/9.JL世股摘:作帳衝巨星Tsla+4%日股+2%狗熊翻海力士+5%新品會前先衝 Amd+3%Btc$26.7kTnx3.765Eem+0.5%費+0.3%納+0.2%Hxc+0.3% 道標0.1%Uso羅 -0.8%;韓台店+1.2%台0.9%滬0.5%港0.3%深0.1%國企0% Evb:Gm+4%SkietLgesF+3%Enph-4%;Glw+3% Semi:TsmAmd+3%;Smci+3%;NflxCrm+3% 中概:紫光+6%Wb-3% -------- 6/8.JL世股摘:作帳衝巨星熊翻:Smci+ 6%Tsla+5%東方外海+5%Btc$26.5k Tnx3.714Hxc+1.6%Gld+1.3%費+1.1%納+1% Eem+0.7%標+0.6%道0.5%羅-0.4%Uso-1.9% ;台台店-1.1%日-0.9%韓-0.2%滬0.5%港0.3%深+0.1%國企0% Evb:Wolf+4%StmNvts+3%SkietL&F-4%;Amzn+3% Semi:NvdaAmd+3%Mu-3%;Ba+3% ---- 6/7.JL世股摘:元宇宙股崩電池供應鏈韓大漲中大跌小股補漲羅+1.8% Btc$26.4kTnx3.784 Uso+1.4%道0.3%納-1.3%Hxc-0.9%Eem標-0.4%費-0.3%;台店+1.3%台國企1%港0.8%滬0.1%深-0.6%日-1.8% 元宇宙:AmznGoog -4%Rblx-7%MsftMetaCrmSnapU-3% Evb:EbmL&FF+5% GnrcWolf+4%LgcSkiSsdiAlbGm+3%德方納米-6%寧德Rivn-5%Skiet-4% Semi:Amd-5%Nvda-3%Gfs+3%;Gs+3%;Cat+4%; 原物料:Ip+4%Cop +3%;東方外海+3% ---- 6/6.JL世股摘:中小股指羅指補漲羅+2.7%Amd+5%比特幣中概股彈Hxc+3.8%Btc$27.2k+6%Tnx3.699Eem+0.9% 費+1.3%納+0.4%標+0.2%道0Uso-0.4%;日+0.9%台0.3%國企0.2%台店-0.4%港-0.1%滬-1.2%深-1.6% Semi:Intc+4%Qcom+3%;Ccl+4% Evb:Gnrc+4%AlbGmNxpiOn+3%天齊-4%;Tol+5% 中概:Li+6%百度+4% Fi:MsAig+3%Bac+2% ---- 6/5.JL世股摘:電腦展後運力股回吐中股熊翻未續日經衝+2.2%加密幣回Btc$25.7k-5%Tnx3.693 費-1.6%羅-1.3%道 -0.6%Hxc-0.5%Uso標- 0.2%納-0.1% Eem0;台店+0.9%港0.8 %國企0.6%韓+0.5 %台+0.1%深-0.5% Semi:Intc-5%SynaGfsMrvl-4%Qcom-3%;Hpq-4% Evb:寧德-4% NxpiTxn-3%松下+5%Enph+3% 中概:中芯+6%;U+17% ----- 6/2.JL世股摘:電腦展尾聲輪中概原物料狗熊噴電池鏈噴債限假議題解美股噴: 國企+4.5%港恆+4% 美鋁+7%美鋼+6%Fcx+5% CatSkiet天齊+8% Alb+7%華友鈷+6%LgcByd+5% Tnx3.691Btc$27.2k羅+3.6%Hxc+ 2.9% Uso+2.6%道+2.1% Eem+1.7%標+1.5%納+1.1%;台店0.7%深+1.5%韓+1.3%日台+1.2% 中概:阿里Jd +7% 騰訊+6%;Avgo+3% 原物料:Bhp+4%Cvx+3% Fi:WfcBacMsAig+3% Evb:Pfm松下TmGm+4%Tsla+3% ------- 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % 6/1.JL世股摘:中概原油原物料狗熊翻電腦展近落幕AI再孤強:中偉+9%百度+6%Nvda+5%Mrvl+4% Tnx3.618Btc$26.8kHxc+4.1%Uso+3.2%Eem+1.8%費+1.6%納+1.3%標+1%羅+1.1%道+0.5%;日+0.8%台店0.4%滬0%港-0.1%國企-0.2%韓-0.3%台-0.4%深-0.7% Evb:On+5%GnrcEnphNvts+4%SedgStmPfmNvtsIfnny天賜+3% Meta+3%Crm-5% 原料:Fcx英油美鋁Bhp+3%;Ccl+5% ---- 5/31.JL世股摘:電腦展高潮過半導體大回,港股續崩韓電池鏈續衝原油續大跌: NvdaAmdHpq-6%Mrvl-8%Mu-5%Smc-4%費-2.7% Tnx3.637Btc$27.3kUso-2.7% Eem-0.9%羅-1%標納-0.6% Hxc道-0.4%;港國企-1.9%日- 1.4%深-0.7%滬- 0.6%韓台-0.3%台店0.4 % Evb:Ebm+4%LgesL&F+3%F-5%AlbSedgGnrcWolf天齊鋰-4% Semi:Gfs-4%TsmKlac-3%Intc+5%;Rblx+6% 中概:Wb-6%Li-4%紫光+3%;Fi:WfcAig-3% Bp-4%美鋁-3% --- 5/30.AI股恐慌趕頂後收割電腦展,馬斯克訪中韓電池鏈衝中概崩: Smc+7% Tnx3.7Btc$27.7k 納+0.3%費+0.1%標+0% 道-0.2%羅-0.3% Eem-1.2%Hxc-3%Uso-3.9%;韓+1%國企+0.5%深+0.4%日+0.3%滬0.1%港+0.2%台-0.1%台店-0.4% Evb:PfmSkiEnph+5%TslaSsdiF寧德L&F+4%On-3% 中概:Wb-7%Nio-4%Li+4%紫光+4%;Nflx+4% Semi:Qcom+5%NvdaSynaIntc+3%MrvlMu-3% ---- 5/29.電腦展AI衝台股:台店1.5%日+1%台+0.8%滬0.3 %韓+0.2%深-0.8%港-1%國企-1.3% Evb:德方納米-4%天齊賜恩捷-3% 聯想紫光+4%中芯+3%騰訊-3% ---- 5/26.債限假題解AI泡乘電腦展領噴衝科技重磅股衝指數嘎爆空頭:費+6.3% Mrvl+32%Nvts+13%Avgo+12%Wolf+7%MuGfsSynaAmdKlacSwksIntcNxpiSmciOn+6%Tsla+5% Tnx3.81Btc$26.7k Hxc+3%Eem+1.8%納+2.2%標+1.3% Uso羅+1.1%道1%;台+1.3%日滬0.4 %韓台店0.2%深0.1% 衝科技指數重磅股: Nflx+6%Tsla+5%Amzn+4%Meta+4%Msft+2% Semi:AmatLrcxAsmlQcom+4%;百度+6% Evb:F+6%IfnnyTxnStmRivn+4%贛鋒鋰-3% 消費:Bby+4%;Gs+3% ;原物料:FcxBhp+3 % ----- 5/25.電腦展魚尾恐慌趕頂Nv財報噴半導體AI泡泡,提款機:能源公用中概重磅股:費+6.8%Nvda+27% Smci+23%Tsm+12%Amd+11%Mrvl+8%AsmlAvgo+7%Tnx3.814Btc$26.5k 納+1.7%標0.9%道-0.1% Eem-0.2%羅-0.7% Gld-1%Hxc-2.2%Uso-2.4%;國企-2.2%港-1.9%韓-0.5%深台店-0.2%滬-0.1%日0.4%台0.8% Semi:AmatKlac+6%Mu+5%Intc-6%;Msft+4% 消旅:BbyCcl+3%達航+4%Mrna-4%;Tol+5% Evb:Byd-5%德方納米-4%AlbL&F-3% 中概:WbNio-5% Jd-4%騰訊阿里-3%中芯+6% ----- 5/24.電腦展股盤後先噴Nvda+25%;債限續震中股原物料銅車概股金融股疫情股走跌Nvts-21% StmIfnnyNxpi-5% Fcx銅-4%Mrna-4% Btc$26.3kTnx3.719 Uso+1.2%Hxc-2.2%費-1.7%羅-1.2%道EemGld-0.8%標-0.7%納-0.6%羅-0.4%;國企-1.9%港-1.6%滬-1.3%日-0.9%深-0.8%台店-0.3%台-0.2%韓0 中概:Nio-9%聯想-8% Evb:Sldp-4%OnQs恩捷GmF-3% 原物料:Bhp美鋁-4% Semi:SynaGfs-3% 疫苗:MrnaBnt-4% 觀旅:Ccl達航-3% ---- 5/23.債限續震電池鏈續衝L&F+5%Alb+4%Wolf+8%疫情Mrna +9%Bntx+8% Btc$27.2kTnx3.698 Uso+1.5%Hxc-2.4%Eem-1.6%納-1.3%費-1.2%標-1.1%道-0.7%羅-0.4%;滬-1.5%國企-1.4%港-1.3%深-1%日-0.4%台0韓0.4%台店0.9% Evb:Nvts+4%PfmLgcEbmLges+3%Sedg-3% Semi:Intc-3%Asml-2% 中概:Wb-4%百度-3%中芯-6%;Aig+3%;U-6% 原物料:Cvx+3%Fcx-3% --- 5/22.鋰新創電池噴Sldp+18%Qs+12% 韓電池鏈衝電腦展股中概股振債務上限假議題Btc$26.9kTnx3.719Hxc+2.1%羅+1.2%Eem+0.8%納+0.5%費0.4%標Uso0道-0.4%;日+0.9%國企+1.5%港+1.2%台店0.9%韓0.8%滬0.4%深0.3%台0Evb:Nvts+8%Rivn+6%L&F+6%TslaWolfSkiet+5%Ebm+4%Gnrc+4%Byd+3% 中概:Nio+8%茅台酒+3%;Pfe+5%;Semi:AmdMrvl+2%Mu-3% ---- 5/19.債務上限假議題振Btc$26.9kTnx3.705Hxc-0.8%費羅-0.6%道-0.3%納Uso-0.2%標-0.1%Eem+0.1%Gld+1%Hxc-3.5%;日+0.8%國企-1.8%台+1.1%港-1.2%韓+0.9%滬+0.4%台店+0.3%深-0.1%Evb:L&F-6%GnrcSki-3%;Mtv:Rblx-5%U-4% 中概:阿里-6%Jd-5%; 消旅:NkeBbyCcl-3%
------- 5/16.電腦展新品股衝金價比特幣原料能源跌Smci+6%Amd+4% Nvts+20%Ggr-5%Btc$27kTnx3.549Vnq-2.5%羅-1.4%Gld-1.3%道-1%EemUso-0.7%標-0.6%Hxc-0.5%納-0.2%費-0.1%深-0.7%滬-0.6%韓港0%國企+0.1%日+0.7%台+1%台店+1.3% Evb:EnphWolf-5%GnrcSedg-4%RivnF-3%;Swks-3% 中概:Jd百度+4%Nio-4% Mv:U-5%Goog+3% Cm:FcxBhpXomCvxCopAaX-2%;NkeBby-3% ----- 5/15.中股彈小寬鬆,電腦展股衝大狗熊翻:汽車電池鏈與記憶體:贛鋒鋰+9%天齊鋰+10%德方納米+7%Alb+6%Mu+5% Btc$27.5kTnx3.506Hxc+3.6%Uso+2.1%費+2%羅+1%納+0.5%標0.2%道0.1%;深+1.6%港恆國企+1.8%深+1.6%滬+1.2%日+0.8%韓+0.2%台店-1%台-0.2%Ggr+4% Evb:Nvts+8%Wolf+6%億緯鋰天賜+5%恩捷中偉華友鈷Gnrc+4%Lit Sedg+3% 中概:百度Wb+6%騰訊+4%; Ccl+5% ;Wfc+3% Semi:Mu+5%MrvlLrcx+4%AmatSynaKlac+3% Cm:Aa+4%Fcx+3% ---- 5/12.雙巴盤U-9% Btc$27k Tnx3.463 Hxc-2.9%Uso-1.9% Eem-1.2%納-0.4% 費標羅-0.2%道-0%; 深-1.2%滬 -1.1%港韓-0.6%國企-0.5% 台-0.1%台店+0.6% 日+0.9% Evb:Rivn-7%Skie華友鈷-3%Tsla-2% L&F+3%Enph+4%;Ccl-4% 中概:Jd+7%Nio-6% ---- 5/11.續狗熊翻電池鏈德方納米+10%銅續大跌Fcx-5%Dis-9%Btc$27k Tnx3.397Uso-1.8%Gld-0.9%羅-0.8%道-0.7% 費-0.6%Eem-0.4%標-0.2%納+0.2% Hxc+3.8%;台店 -2.1%台-0.8%滬 -0.3%韓-0.2%港-0.1%日深0國企0.2% Mtv:U+13%Goog+4% Evb:EbmL&F-4%NvtsWolfLgc-3%寧德天齊鋰+3%國軒+5%松下+6% Semi:Intc-4%Syna-3%Mu+3%;Bhp-3% 中概:百度阿里LiNio+4% ---- 5/10.鋰續大狗熊翻:天齊鋰+11%Btc$28.2k Tnx3.439費納+1%羅+0.6%標+0.5%Hxc+0.4% Uso-0.7%Eem道-0.1%;國企-0.8%港-0.5%滬-1.2%台-0.6%韓-0.5%日-0.4%台店0深+0.1% Mtv科技巨頭:Rblx+ 7%Snap+5%Goog+4% Evb:天賜+6%當升+4%Sedg寧德時代+3%Ski-5%Pfm-3% Semi:Klac+3%AmdAsml+2%;銅Fcx-3% 中概:紫光-3%Li+14% ---- 5/9.鋰狗熊翻Alb+5% Btc$27.6kTnx3.521 Hxc-2.2%費-1.9% Eem納-0.6%標-0.5%羅-0.3%道-0.2%Gld+0.7%Uso+1%;國企-2.4%港-2.1%台店-1.4%滬-1.1%深-0.9%韓-0.1%台+0.1%日+1% Evb:Enph德方納米容百中偉當升恩捷 -3%EbmL&F-2%Ggr-5% Semi:Gfs-9%Swks-5% 中概:紫光-7%Wb騰訊-4%阿里-3% ------ 5/8.雙巴盤Amd+6% Btc$27.6kTnx3.521Uso+2%費+0.6%納+0.2%標Eem+0.1%Hxc-0.1%道-0.2%羅-0.3%;滬+1.8%國企+1.5%港+1.2%台韓+0.5%深+0.4%台店+0 Evb:Pfm-5%EbmGnrc-3%Nvts+6%AlbSki+3% 觀旅:Ccl+6%美航+4% Mtv:U+7%Nflx+3+ 中概:紫光4%Li+3% ----
5/5.能源車半導體金融蘋果油原料觀旅領彈輪衝科技重磅股NvtsAig+8%Ccl+7%Tsla+6%AaplGnrc+5%Uso+3.8% Btc$29.5kTnx3.446羅+ 2.4%納費+2.3%標+1.9 %Eem+1.3%Hxc+1%Gld-1.6%;國企+1.2%港+0.5 %台店+0.3%台+0.1%深-0.8%滬-0.5% Evb:Gm+5%SedgOnF+4%StmTxnEnphLit+3% Semi:NvdaAmdMrvl+4%SynaLrcxAvgoKlac+3%觀旅:Dis美航達航+3% Mtv:U+7%Aapl+5%Snap+4%;中概:紫光中芯-3%Cm:Bhp+5%FcxBpAaXomX+3%;Fi:Wfc+3% -----
5/4.金融股續跌雙巴Amd+6%Btc$28.9kTnx3.35羅-1.2%道-0.9%標-0.7%UsoGld+0.7%費納-0.5%Eem+0.8%Hxc+1.8%;國企+2%港+1.3%滬+0.8%台店+0.5%台+0.4%韓0深-0.6%Evb:SedgWolf+7%Gnrc-5%StmIfnny德方納米-3% Fi:Wfc-4%AigBacMs-3% 中概:Nio+6%Li+5% 觀旅:DisDal-3% Semi:Syna-16%Qcom-6%Swks-3% Cm:X-4%Fcx-3% -----
5/3.油續跌比特幣強 Smci+24%Gnrc+12%Uso-4.4%Btc$29.2kTnx3.403費-1.3%道-0.8%標-0.7%納-0.5%HxcEem-0.2%羅+0.4%;國企-1.4%港-1.2%韓 -0.9%台店台-0.5% Evb:Skit+6%Nvts+4%Enph+3%Ebm-7%Wolf-5%LgesL&F-4%Lgc-3% Semi:Amd-9%Qcom-3%Intc+3%;紫光-3%原料:美鋼-4%Cop-3% ----
5/2.油領原料股能源股崩區域銀Pmi差中概大跌Uso-5.3%EnphSedg-5%Hxc-3.6%Btc$28.6kTnx3.439羅-2.1%標-1.2%納道-1.1%Eem-1%費-0.8%Gld+1.9%;台店+1.5%韓+0.9%台+0.4%港+0.2%日+0.1%國企-0.3%Cm:Bp-9%CvxAaXomCop-4%IpFcx-3% Fi:Wfc-4%Bac-3%Evb:Pfm+5%SkiNxpi+4%:天齊鋰+6%;Avgo-4% 中概:NioWbYy -5%Li-4% Mtv:U-6%RblxSnap-5% ----
5/1.作完帳比特幣等拉回,期待升息尾 Btc$28.1k-4%Tnx3.574Ggr-3%Uso-1.4% 費+0.8%Hxc+0.4%羅0%標納道-0.1% Eem-0.3%; Evb:Qs-7%Alb-4% Sedg-3%On+9% Semi:Nvda+4%Qcom+3%Mu-3%Intc-2% Mtv:Amzn-3%;Xom-3%;Fi:Ms-2%Jpm-2%;Ccl+3% ----- 4/28.結帳拉抬後等升息 Btc$29.3k+3%Tnx3.452 Uso+2.6%費+1.8% Hxc+1.7%羅+1%標道+0.8%納+0.7% Eem+0.5%;台店+1.6%日+1.4%台滬深+1.1%國企+0.4%港+0.3%韓+0.2% 中概:紫光+7%中芯+4% 觀旅:美航+6%Ccl達航Dis+3% Evb:TslaGnrcOn+3%Ski-3%L&F-4%恩捷華友鈷德方納米-5% Semi:IntcMu+4%Qcom+3% Mtv:Snap-17%Amzn-4% ----- 4/27.作帳衝重磅科技股比特幣/電池豬頭盤鋰打底Wolf-20%Meta+14%Ebm+11%Gnrc+7%Epol+5% Btc$29.5k+3%Tnx3.528納+2.4%標+2%Hxc+1.7% 道+1.6%Eem+1.4%羅+1.2%Uso+0.6%;滬+0.7%台店+0.5%韓港+0.4%深國企+0.3%台日+0.2% 作帳重磅科技股: Amzn+5%Goog+4%MsftAapl+3% Evb:L&FRivn+5%TslaSedhLges+4%Alb贛鋒鋰+3%Stm -7%On-5%Nvts德方納米-4% 中概:紫光-5%NioLi+4% Semi:Klac+8%Lrcx+4%Asml+3%Syna-3% Fi:Aig+3%MsTrv+2%;XhbTol+3%;Vz:+5%;Cat-3% 國際紙業-4% ----- 4/26.作帳尾雙巴盤續: 億緯鋰能+11% Msft+7%Enph-26% Btc$29.4kTnx3.432 Uso-3.3%Hxc+1%費Eem+0.6%納+0.5%標-0.4%道-0.7%羅-0.9%;國企+0.8%港+0.7%深+0.3%;台店+0.1%台0%滬-0% 韓-0.2%日-0.7% Evb:華友鈷天賜+7%德方納米恩捷+6%中衛寧德時代+5%當升容百+4% AlbStm贛鋒鋰+3% TslaEbmPfmBydL&F-4%Gnrc-9%Sedg-10% Semi:Mu+5%MrvlNvdaAmd+3% 中概:紫光-10%Wb-4% 軍工:RtxLmt-3% ----- 4/25.小飆股參墓碑:德方納米-15%Nvts-12%費-3.4%Uso-2.4%Hxc-3.1%Btc$28.3kTnx3.396羅-2.4%納-2Eem-1.9%標-1.6%道-1%;台店-2.5%國企-2%港-1.7%台-1.6%深- 1.5%韓-1.4%滬-0.3% 日+0.1% Evb:贛鋒鋰天齊鋰-8%華友鈷Ebm SkietWolf-6% 中偉當升恩捷OnL&F-5 %PfmAlbTxnGm天賜 容百-4%SsdiIfnny LitStm-3% 原料:美鋁-6%Fcx國際紙-5%美鋼-4% 中概:中芯-6%百度Nio-5% Semi:Mrvl-5%AmdSwksGfsSynaKlac-4%AsmlNvdaTsmQcomLrcx-3% Mv:U-5%Rblx-4%Amzn-3%;Fi:Db-6%Bac-3% 旅消:Tgt美航-4%Ccl達航-3% ---- 4/24.基金半年報結帳尾 Btc$27.5kTnx3.515Hxc-2.4%費-0.5%納-0.3%Eem羅-0.2%標0.1%道0.2% Uso+1.5%;台店+0.8%台+0.2%日+0.1%國企-0.5%港-0.6%韓-0.8% 滬深-0.8%Ggr-4% Evb:Alb+6%Byd+4%F+3%華友鈷-7%Nvts-6% L&F-5%Pc德方納米天齊鋰-4%容百中偉-3% Semi:Mu-3%Intc-2% ---- 4/21.比特幣電池鍊續跌法人尾拉平Tsm-4%Alb-10% Btc$27.3kTnx3.57Hxc-1.8%Gld-1%Eem-0.9%費-0.8%納羅標道+0.1% Uso+0.9%;深-2.5%台店-2.2%滬-2%國企-1.9%港-1.6%台韓-0.7%日-0.3% Evb:EbmPc-7%Lgc-4%BydLit-3%;Amzn+3% 中概:中芯-9%紫光-5% 原料:美鋁-6%Fcx-4%美鋼Bhp-3% ----- 4/20.特斯拉毛率股價崩電池鍊崩半導體設備彈Tsla-10%Uso-2.5% Btc$28.3kTnx3.545Hxc-1.5%納-0.8%標-0.6%羅-0.5%道-0.3% Eem-0.2%費0 Gld0.4%;日+ 0.2% 國企港+0.1%滬-0.2%台深-0.4%韓-0.5%台店-1.9% Evb:Skiet-9%L&F-8%天齊鋰-6%Alb Rivn德方納米-5% RivnStmGm寧德時代恩捷天賜國 軒-4%OnIfnny-3% 中概:紫光+7%中芯+6%NioLi-6% Semi:Lrcx+7%AamtKlac+4%Tsm+2%Mrvl-4%Nvda-3%;Snap-8%;Vz-4% 觀消:Ccl-5%達航-4% --- 4/19.連日開低走平雙巴盤續韓電池鍊飆鎖碼股續輪噴比特幣轉跌Ggr+5.7% Btc$28.7k-5%Tnx3.602Uso-2%Hxc-1.7%費Eem -1%Gld-0.5%道 -0.2%納標0羅+0.2%;國企-1.6%港 -1.4%滬-0.7%台深- 0.6%日-0.2%韓0.2 %台店0.1% Evb:Skiet+11%Pc+8%L&F+4%Rivn-5%Lgc-4%恩捷On -3% 中概:Nio-7%JdLi-3% Semi:AsmlMrvlKlac-3%F-4%;Nflx-3%;Fi:Trv+6% ----- 4/13.Ppi後續預期利率到頂美元續回非美元幣股美指權值股比特幣黃金續強,Btc$30.4k納+2% Tnx3.452Hxc+1.6%EemGld+1.4%Eza+4.1%Ewy+3%羅標+1.3%道+1.1%費+0.7%Uso-0.9%;韓+0.4%日+0.3%港+ 0.2%國企+0.1%滬- 0.3%台店-0.5%台-0.8%深-0.9% Evb:Sedg+8%Enph+7%TslaStmLgcIfnny天齊鋰+3%Ebm-3% Gpt:AmznNflx+5%AmznAaplMeta+3% 原料:Fcx+5%美鋁+3%;Lgd+5% Vm:MrnaBnt+3% 中概:紫光-8%中芯-3% ----- 4/12.CPI後美股跌,韓擴廠利多出電池鍊止噴轉跌 Btc$29.9kTnx3.421 Hxc-3.9%費-1.8%納-0.9% 羅Eem-0.7%標-0.4%道-0.1% Uso+1.9%;日+0.6 %台店滬深+0.4%韓台0.1%港-0.9%國企-1.2% Evb:L&F-7%Ebm-6%Ski-5%LgcRivnWolf恩捷德方納米-4%TslaLges-3% 中概:紫光中芯+6%騰訊Nio-5%Jd-4%阿里貴州矛台酒-3%;U-6% 觀旅:美航-9%Ccl Tgt-4 %Bby-3% Semi:TsmSynaAmatQcomMu-3% ----- 4/11.觀望CPI,Btc續望Btc$30.3kTnx3.434 Uso+1.9%羅+0.8% Eem+0.6%道0.4 %Hxc+0.2%標0%納-0.4%費-0.6%;韓+1.4%日+1.1%港國企+0.8%台店0.7%台0.2%深0.1%滬-0.1% Evb:Lgc+7%天齊鋰+6%華友鈷贛鋒鋰Ski+3% 原料:Bhp+4%美鋼Fcx美鋁+32% Cat+2% 中概:Nio+5%中芯-3%百度-4%;Syna-3% Gpt:MsftAmzn-2% ----- 4/10.韓車電池鍊續噴中芯美光噴,Btc比特幣站上$29.1k+4%,Ebm今年+213%,Tnx3.408費+1.8%羅+1%道0.3%Eem標+0.1%納-0%標-0.2% Uso-0.7%Hxc-0.9%;韓+0.9%台店+0.6%日+0.4%台+0.3%滬-0.4%深-1% Evb:Ebm德方納米+14% Ski+8%當升+7%恩捷+6%Lgc+5%天賜+4% PcLgesOnAlbNvts寧德時代Enph+3%天齊鋰-8% 中概:中芯+12%紫光-9%Jd-5%百度-4% Semi:Mu+8%AmdLrcxMrvl+3%;Cat+3% ----- 4/7.復活節假 Tnx3.228Btc$27.9k;韓+1.3%深0.7%滬+0.5%台店+0.4%台日+0.2% Evb:EbmSki+4% ------- 4/6.科巨頭穩Gpt Tnx3.296Btc$28.1kHxc+1.5%納+0.8%Eem標+0.4 %羅+0.1%Uso道0費-0.5%;韓-1.4%日 -1.2%台店-0.4%台 -0.2%滬深0港國企+0.3% Evb:Skiet+7%Ebm+5%Ggr+4%容百+3%Ssdi中偉L&F-4%天齊鋰-3% Semi:Mu海力士+5%Gfs三星電+3%;中芯+8% Gpt:Goog+4%Msft+3% ----- 4/5.GPT爆雷-C3.ai大跌-26% Tnx3.287Btc$28k Hxc-2.7%費-1.8% 納-1.1%羅-1% Eem-0.8%標-0.3%道+0.2%Uso0 Ggr-4%;日-1.7%韓+0.6% Evb:Ssdi+7%Ebm+5%L&F+4%Pc+3%TslaWolfEnph-4%Sedg-5%AlbNvts-6% 中概: Wb-4%LiNio-3% Semi:Gfs-5%AmdKlac-3%SynaTsmLrcx-2% Mtv:SnapU-6%Amzn-3% ---- 4/4.C3.ai盤前大跌 Tnx3.346Btc$28k費羅-1.8%Hxc-1%標道-0.6%納-0.5% UsoEem0Gld+1.9%;國企-0.9港-0.7% 深-0.5%滬+0.5%日+0.4%韓+0.3% Evb:Skiet+13%Gnrc-6%Wolf-5%天齊鋰贛峰鋰中偉AlbL&F-4%EbmSsdOnNxpi寧德時代德方納米-3% 中概:紫光+7%中芯+4%Nio-4% Semi:Syna-5%MuMrvl-4%LrcxSwks-3% 原料:美鋼-6%美鋁Bhp-3%;Cat-5%; Fi:Ms-3%WfcBacTrv-2% ----- 4/3.原油回噴韓特斯拉鍊續噴國債率續跌債價續漲 Tnx3.43Btc$27.9kUso+5.8%Gld道+1%標+0.4% Eem+0.2%羅-0%納-0.3%費Hxc-0.9%;深+1.1%滬+0.7%日+0.5%港+0%韓-0.2%國企-0.4%Ggr-4% Evb:Skiet天齊鋰+7%Pc+6%L&F+5%容百+4%Ebmc贛鋒鋰+3%Tsla-7% WolfEnph-4% 中概:紫光+10%中芯+8%Nio-7%Wb-5 % 原料:Cop+9%Xom +6%Bp+5%Cvx+4% Semi:MrvlSyna-3% Lmt+3%Rtx+3% ----- 3/31.PCE佳衝季底Tnx3.494Btc$28.5k 羅+1.9%納Uso+1.7%標+1.4%道+1.3%費+0.7% Eem-0.2%Hxc-0.7%;韓+1%日+0.9%深+0.8%國企+0.7%港+0.5%滬+0.4%台店+0.2%台+0.1% Mtv:U+11%Rblx+4%SnapGoog+3% Evb:Rivn+8%Tsla+6%L&F+6%Nvts+5%Pc+4%SkiGrnc天齊鋰-4% 中概Jd+5%阿里+4% Semi:Mu-4%;Mrna+4% ------ 3/30.季底韓電池鏈續噴Hxc+2.4%Uso+1.8%Tnx3.551Btc$28k費+1.6% Eem+1% Gld+0.9%納+0.7%標+0.6%道+0.4%羅-0.2%;台店+0.9%滬+0.7%國企港+0.6%台+0.5%韓+0.4%深+0.2%日-0.4%;Eric+6% Evb:Ski+14%Ifnny+6%Skiet+5%BydL&F+3%Ebm-3%;Bhp+3%;東方外海+3% 中概Jd+8%Nio+6 %紫光-5%;Ccl+3% Semi:LrcxAsmlKlac+3% ----- 3/29.季報作帳尾阿里IntcMu大狗熊翻 Btc$28.4k+4%Tnx3.566費+3.3%納+1.8%標+1.4% 羅+1.1%道+1%Hxc+0.6% Eem+0.3%Uso-0.6%;國企+2.2%港+ 2.1%日+1.3%韓台+0.4%深-0.1%滬- 0.2%台店-0.3% Evb:Rivn+10%Nvts+7%EnphSedgWolfGgr恩捷 +5%StmOnEbmGmF+4%BydIfnnyNxpiAlbLit天齊鋰+3% Semi:Intc+8%Mu+7%LrcxMrvl+6%Gfs+5%SynaKlac+4%AsmlAmatQcom+3%Tsm+2% 中概:阿里+12%Nio+7% Mtv:U+5%AmznRblxNflx+3% 旅:Ccl+5%Ua+4%美航達航+3%;Fcx+3%;Aig+3% ----- 3/28.中概反攻季作帳尾 Btc$27.3kTnx3.564Hxc+3.5%Eem+1.4%Gld+0.8%Uso+0.6%羅道-0.1%標-0.2%納-0.5%費-0.9%;港+1.2%韓國企+1.1%日+0.2%台店-1.4%台-0.8%深-0.7%滬-0.2% 中概:Li+7%Wb+5%騰訊百度+4%;Snap-6% Lgd+9%;Ccl+6% Evb:Nvts-6%L&F-3% Semi:AmdGfsLrcx-2% ---- 3/27.韓能源車供應鏈飆油價金融股大彈Btc$27.1k Tnx3.528+4%Ggr+6.5%Uso+5.2%羅+1.1%道+0.6%標+0.2%Hxc費-1.2%Eem-0.9%納-0.5%;國企-2.2%港-1.8%台-0.5%滬-0.4%韓-0.2%日+0.3%台店+0.2%深+0.1% Evb:L&F+11%Nvts+6%Ski+5%On-3% Fi:Bac+5%WfcJpm+3%;Ibm+3%;Bp+3%;Goog-3% 中概:Jd騰訊-4%紫光-3%;Ccl-5% ------- 3/24.能源半導體領回 Btc$27.5kTnx3.38費-1.7%Hxc-0.9% Eem-0.3%納+0.3%道+0.4%標+0.6%羅+0.9%Uso0;港-0.7 %滬國企-0.6%韓- 0.4%日-0.1%台店+0.5%台深+0.3% Evb:L&F+7%Gnrc+4%Nvts-6%IfnnyEbmEnphOn-4%LgcWolfNxpi-3% 中概:聯想+8%百度+4%中芯-4% Semi:LrcxKlac-4%MrvlAmatAsml-3% 3/23.央爸稱升息尾,次日拉高再殺尾中概衝作帳?Btc$28.4kTnx3.406Hxc+2.9%費+2.7%Eem+1.4% 納+1%標+0.3%道+0.2%羅-0.4%Uso-1%;國企+3%港+ 2.3%台+0.7%台店深滬+0.6%韓+0.3%日-0.2% 中概:聯想+11%Wb騰訊+8%紫光+6%阿里+4% Evb:Ebm+10%L&F+4%OnWolfStmIfnnyNxpi+3% Semi:MuMrvl+5%Asml+4%AmatSynaLrcxAmdNvdaIntc+3% Mtv:Nflx+9%SnapU+3%;Ccl+3% ----- 3/22.升息1碼殺尾 Btc$27.3kTnx3.5 羅-2.8%Hxc標-1.7 %納道-1.6%費-0.8 %Eem+0.4%Uso+0.6%;日+1.9 %港+ 1.7%台+1.6%台店+1.5%國企+1.4%韓+1.4%深+0.6%滬+0.3% Fi:Aig-5%WfcBacTrvJpm-3%;Mtv:U-5%RblxNflx-4%Snap-3% Evb:L&F+6%Lges+5%EbmSkietLgc+4%SkiTianqi+3%TslaAlbOnGm-3%WolfGnrcNvta-4% 旅消:Nke-5%美航波音-4% 中概:紫光+5%阿里+3% ----- 3/21.金融股領噴特斯拉元宇宙領反彈 Btc$28.1kTnx3.606UsoHxc+2.4%羅+1.9%納+1.6%標+1.3%道+1% Eem+0.9%費+0.1%;港+1.4%國企+1.3%韓+0.4%台滬+0.6%台店+0.3% 深-0.3% Evb:Nvts+10%Sedg+9%TslaEnph國軒科+8%RvinF+5% AlbGm寧德+4%華友鈷恩捷+3% Mtv:Snap+7%U+6%Goog+4%Amzn+3% 旅消:Ccl+6%Nke+4%達航+3%;Nio+6% Fi:Aig+5%Ms+4%BacWfcJpmGs+3% 原料:美鋁美鋼XomCop+4%Bp+3% Semi:Tsm+3%Amat-3% ----- 3/20.瑞信事件反彈 Btc$27.8kTnx3.81Uso+1.9%道+1.2%羅+1.1%費+1%標+0.9%Eem納+ 0.4%Hxc-1.1%;港-2.7%國企-2.2%日-1.4%韓-0.7%滬-0.5%深-0.3%台-0.2%台店+0.6% Evb:LgcByd-3%天賜+3%Enph+5%;Msft-3% 原料:美鋼+4%Fcx美鋁+3% ;Aig+3%;Nio+6% ---- 3/17.瑞信事件漣漪 Btc$27.2kTnx3.395-5% Gld+3%羅-2.6% Uso -2.3%道-1.2% 標-1.1%納-0.7%Eem-0.6%費-0.5%Hxc-0.3%;國企+2.1%台店+1.7%港+1.3%台+1.5%日+1.2%韓+ 0.8%滬+0.7%深+0.5% Evb:Enph-9%Ebm-7% SedgPcL&F-6%LgesLgc NvtsGmF-4%容百+4% Fi:Aig-6%WfcTrvBacJpmGs-4%Ms-3%;Ccl-5% Mtv:Meta-5%SnapRblx-4%;中芯+10%百度+6% --- 3/16.央行救市瑞信+19%比特幣半導體納指權值股領衝作帳Btc$25kGgr+5% Tnx3.585費+4.1% Hxc納+2.5%法+2%標+1.8%德+1.6%羅Eem+1.5%道1.2 %Uso0.1%;港-1.7% 深-1.5%國企-1.2 %滬台-1.1%台店-1 %日-0.8%韓-0.1% Semi:Amd+8%Mrvl+7%LrcxIntc+6%KlacNvdaMu+5%QcomSwksAmatAsml+4%Tsm+4% Mtv:Snap+7%Rblx+6%Goog+5%AmznMsftMeta+4%Nflx+3%;Aig+5% Evb:Pc+12%Nvts+10%L&F+6%NxpiOn+3%Sedg-7%天賜高軒中偉鋰天齊鋰-4%贛鋒鋰-3% 中概:百度+4%NioLi+3%;旅消:CclBa+3% ----- 3/15.瑞信案歐股重挫瑞央行介入,油原物料金融旅消領跌:英-3.8%法-3.6%德-3.3%瑞信-24%瑞銀-9%Uso-4.6%Hxc-2.4% Btc$24.4kTnx3.492-4%Eem羅-1.7%費-1.1%道-0.9%標-0.7%納-0.8%;國企+1.9%港+1.5%韓+1.3%台店+0.7%滬+0.6%深+0.3%台+0.2%日0% 原料:美鋁-11%美鋼-10% Fcx-7%CopBp-6%XomBhp-5%Cvx-4%;Cat-4% Fi:Aig-6%MsJpm-5%GsWfcTrv-3%;旅消:達航-6%美航-5%波音Ccl-4% Evb:Glen-11%Nvts-7%InfnnyAlb-5%OnStmGm-4%EnphSkiLit-3%Ebm+9%Lges+3%;Eric-4% Semi:TsmSynaMrvl-3%;中概:LiBiduWb-3% Mtv:NflxU+3% ----- 3/14.Cpi緩矽谷銀案緩升息比特幣半導體續領噴 Btc$24.8kTnx3.663+4%費+3%羅+1.9%納+2.1% 標+1.7%道+1.1%Hxc +0.6%Eem+0.1%Uso-3.6%;韓-2.6%國企港-2.3%日-2.2%台-1.3%深-1%台店-0.9%滬-0.7% Semi:Amd+7%Nvda+5%LrcxAmatKlacIntc+4%GfsIntcAsmlAvgo+3% Mtv:Meta+7%CrmRblx+4%MsftAmznGoog+3% Fi:Wfc+5%Jpm+3% Evb:TslaOn容百+5% StmNxpiIfnnyWolf+3%PcRivnL&F-4%SkiEbmSkeitLges天齊-3% 中概:中芯+7%阿里-4% --- 3/13.矽谷銀破產金融股價續崩預期升息緩比特幣噴 Btc$24.2k+15%Gld+2.3%Tnx3.515-5%Hxc+1.1% 納+0.5%Eem+ 0.2%道-0.3標-0.2%費-0.1%羅-1.6% USO-2.8%;國企+2.2%港+2%滬+1.2%韓+0.7%深+0.4%台+0.2%台店-0.7%日-1.1% Fi:Wfc-7%BacAig-6%Gs-4%;旅消:Ua-8%Ccl-5%美航達航Bby-4%; 原料:Cop-4%Bp-3% Evb:德方納米-4%寧德時代天賜贛鋒鋰容百-3% Ebm+5%Sedg+4%Nvts+3%;MsftRblx+3% 中概:騰訊Li+4%中芯阿里+3%;Mrna+7% ---- 3/10.矽谷銀擠兌金融崩港中概能源股續跌Byd-8%領跌 Btc$20.4kTnx3.695-6%羅-3%費-1.9%納-1.8%標-1.5%道-1.1%Eem -0.5%Hxc-0.3%Uso+1.4%;國企-3.1%港-3%台店-2.4%日-1.7%台-1.6%滬-1.4%深-1.2%韓-1% 中概:Jd-11%中芯-5%阿里-4%;Fi:德銀-7%Aig-5% Gs-4%;原物料:美鋁美鋼-6%;Cat-6% Evb:Byd-8%Wolf-7%Ebm-6%Alb-5%GnrcOn-4%SedgWolfNxpiGmF-3%Ski+5%容百+4%;Snap Crm-3% Semi:Mrvl-5%SynaGfsKlac-3%Intc+3% 消旅:CclDisUa 達航美航-3% ---- 3/9.矽谷銀擠兌金融股比特幣中概股特斯拉續領崩Btc$20.4kHxc-5.4%Tnx3.92羅-2.8% Eem-2.2%納-2.1%費-2%標-1.9% 道 -1.7%Uso-1.3%;國企 -1.2%港-0.6%韓-0.5%%台-0.3%滬-0.2%深-0.1%台店0日+0.6% Evb:Alb-7%NvtsL&F-6%TslaSkietGm-5%RivnLcidSkiWolfGnrcF-4%Ssdi-3% Fi:WfcBac-6%Jpm-5%Ms-4%;美鋁-6%Cat-3% 中概:百度-7%Wb-5 %LiNio-4%紫光+10% Semi:Mrvl-5%NvdaQcomSyna-3% Mtv:SnapNflxU-4%Rblx-3%;觀旅:Ccl-5%美航-4%德航Dis波音-3% ---- 3/8.比特幣回中概股韓車鍊股先崩央爸嘴軟半導體反彈Tnx3.976 Btc$21.7k費+2.7% Eem納+0.4%標+0.1%羅0 道-0.2%Hxc-0.6%Uso-1.1%;國企-2.7%港-2.4%韓-1.3%台-0.3%滬-0.1%台店深+0.3%日+0.5% Evb:Ssdi-5%EnphSkit-4%TslaSkiLgcByd-3%Nvts+7%On+6%Stm+4%Ifnny+3% Semi:Mrvl+5%NvdaAmdGfs+4%KlacLrcx+3%;Snap-6%中概:Li-6%Jd-4% ---- 3/7.憂通膨升息增Tnx3.975Btc$22.2kGgr-6%Uso-3.8%Hxc-3%Eem道-1.7%標-1.5% 納-1.3%費羅-1.1% ;深-2%滬-1.1%國企-0.4%港-0.3%韓台店+0.2%日+0.3%台0.6% Evb:Rivn-15%Ebm LcidL&F-5%天齊鋰-4% TslaLitAlb-3%Pc+11% 原料:美鋁-7%美鋼-3% Semi:QcomMrvlSyna-3% 中概:Li-6%百度-5%紫光Nio-4%Wb-3% ----- 3/6.春吶續噴特斯拉供應鏈Ebm+19% Ssdi+7% Tnx3.983Btc$22.4kGgr-5%Hxc-1.7%羅-1.4%費- 1.1%Eem-0.4%納- 0.1%標道0.1%Uso+0.9% ;韓台店+1.3%日+1.1%台1%港+0.2%深0國企-0滬-0.2% Evb:Ebm+19%SsdiNvts+7%EnphSki+4%RivnLgc+3%Wolf-3%Tsla-2% MtvAi:Snap+9%;Ua-5% Semi:MrvlSyna-4%Asml-3%;原物料:美鋼-4%美鋁國紙Bhp-3%;中概:Wb-4%百度-3%聯想+3% ---- 3/3.元宇宙Meta慢拍追ChatGPT題材,能源車特斯拉供應鏈噴Ebm+14% Tnx3.964Btc$22.4kGgr+6%Uso2.3納+2%標1.6%費Hxc+1.5%羅1.4%道1.2% Eem0.9%;日+1.6%國企+1.2%港+0.7%滬+0.5%台店0.3%韓+0.2%台0.1%深-0% Evb:Ebm+14%Rivn+8%PsLcidWolf+5%AlbGnrcSietGmF+4%LgcEnphSsdiOnL&F+3% MtvAi:Meta+6%RblxSnapU+5%Aapl+4%;美鋁+3% Semi:Avgo+6%Mrvl-5%;中概: Nio+5% --- 3/2.十年國債率回4%Crm噴Tsla回Tnx4.073 Btc$23.4kHxc+2.7%道+1.1%費1%標0.8%納0.7% Eem0.4% Uso0.3%羅0.2%;韓+0.6%台店0.2%台0滬日-0.1%深-0.5%國企-0.8%港-0.9% 中概: 阿里-5%百度+5% Mtv:Crm+12%Rblx+5%;原物料:美鋁+4% Evb:Wolf-7%TslaOnNvts-6%EbmL&F-4%寧德時代德方納米-3%Ski+7% Semi:IntcAmdNvda+3% ---- 3/1.港中概股噴:國企+5.1%港+4.2%Hxc+3% Btc$23.3kTnx4.002Hxc+3%Eem+2.1%Uso+1.3%道+0.0%羅+0.1%費-0.1%標-0.5%納-0.7%;深滬+1%台0.6%台店0.5%日+0.3% 中概:騰訊+7%紫光阿里Jd+6%聯想百度+4%Wb-8% Nio-6% Evb:Rivn-18%LcidNvts-6%Byd+6%;美鋁+6% ---- 2/28.季節資金行情漸強弩之末 Btc$23.6kTnx3.945 Hxc+0.7%羅+0.7%費+0.5%納+0.3%標+0.1%%道-0.3%Eem-0.2% Uso-1.3%;深+0.8%滬+0.7%韓+0.4%國企-1.3%滬港-0.8%日-0.1%台店台 Evb:L&F+9%LgcRivn+4%LgesSsdi+3%天齊鋰-3% Semi:Amat+4% Mtv:U+4% Cm:美鋼+5% 中概:紫光+4%阿里-3% ---- 2/27.資金行情流失 Btc$23.5kTnx3.922 Hxc+1.3%納費+0.6%Eem+0.5% 標羅+0.3%道+0.2% Uso-1.3%;韓-0.9%深-0.7%國企-0.5%滬港-0.3%日-0.1%台店台 Evb:Rivn+7%SedgEnph+6%TslaEbmNvts+5%Alb+4%AlbL&F+3%Byd-3% 中概:紫光+4%百度+5% ----- 2/24.費-1.8%納-1.7%標-1.1%道-1%羅-0.9%;國企-2.3%港 -1.7%台深-0.7%滬韓-0.6%台店-0.5%日+1.3% 2/23.Nvda財報會續吹AI夢噴+14%元宇宙U-16%能源車新創Lcid-12% Btc$24kTnx3.879 費+3.3%Uso+2.3%羅納+0.7%標Eem+0.5% 道+0.3%Hxc-0.3%;台店+1.8%台+1.3%韓+0.9%國企+0.4%滬-0.1%深-0.2%港 -0.4%日-1.3% Semi:Nvda+14%SynaMrvl+5%TsmAmd+4%MuKlac+3%;Mrna-7% Mtv:U-16%Nflx-3% Evb:Lcid-12%Rivn-4%EbmL&F-3%Skiet-3%Gm-4%Lgc-3%Nvts+7%AlbIfnnyWolf+3% 中概:紫光-5%聯想+6% ----- 2/22.等待Nvda財報Btc$24.2kTnx3.923 Uso-2.7%費Eem-0.5% 道-0.3%標-0.2%羅納+0.1% Hxc+0.3%;韓-1.7%日國企-1.3%台店- 1.1%台-0.9%滬港 -0.5% Evb:L&F-6%Skiet-3%Lgc-3%Nvts+7% 中概:百度-4%Jd-3% Mtv:U+4% ------ 2/21.紅包資金退潮中能源車半導體元宇宙股中概股領回,韓電池供應鏈小飆Ebm+58%,Btc$24.4kTnx3.955Ggr-6%Hxc-2.9%費-3.3%羅-3%納-2.5%道-2.1%標-2%Eem- 1.3% Uso-0.5%;國企-2%港-1.7 %日- 0.2%台0.1%韓深0.2%滬0.5%台店0.8% Evb:Nvts-12%LcidGnrc-9%Wolf-7%AlbRivn-6%TslaQsGmF-5%Nxpi-4%IfnnySedgOn-3%Ebm+9%L&F+8%LgcPc+3% Mtv:RblxU-8%Snap-5%NflxAnznGoog-3% 中概:Jd-7%阿里-5%騰訊-3% ;Ip-6%;Wfc-3% Semi:Gfs-6%Syna-5%LrcxAmat-4%NvdaAmatAsmlQcomTsmSwks-3% 觀旅消:Hd-7%Ua-5%美航Bby-4%達航波音DisNke-3% ----- 2/20.滬+2.1%深+1.7%國企1%港0.8%台店+0.7% 台+0.5%韓+0.2%日+0.1% Evb:億偉鋰-6% LgcPc Lges-3% 中概:紫光聯想+5% --- 2/17.比特幣續衝幣能源車領回落Btc$24.6k-5% Tnx3.828Hxc-3.1%Uso-2.1%費-1.6%Eem-1.1%納-0.6%標-0.3%羅+0.2%道0.4%Ggr+5%;國企-1.4%港-1.3%深-1.2%韓-1%滬-0.8%日 -0.7%台-0.5%台店+0.2% Evb:Alb-10%L&F-6%寧德時代-5% Ssd iLgc PcLit-4%Lges恩捷-3%Qs+5% Tsla+3% Semi:NvdaMrvlGfsSwks-3%;中概:紫光-7%Wb百度-5% Mtv:Rblx-6%SnapU-3%;美鋼-6%,美鋁-4% ------ 2/16.紅包資金尾迷因恐慌噴後半導體加密幣能源車領回落Btc$23.6k-5% Ggr-10%Tnx3.843費-2.5%納-1.8%標-1.4%羅-1%道-1.3%Uso-0.6% Hxc-0.2%Eem0;韓+2%台店1.6%國企1%台港0.8%日 0.7%滬-1%深-1.7% Evb:Qs-17%Sedg-8%Enph-7%Tsla-6%天齊-5%中偉 Gnrc-4%Lcid當升容百-3% Skiet+7%Lgc+6%EbmAlb+5%Lges+4% Semi:AmdGfs-6%SynaLrcx-4%AmatNvdaAmsl-3%疫苗旅消:Ccl-5%Bnt-4% Mtv:SnapU-5%RblxAmznNflxMetaMsft-3% 中概:紫光Nio-3%聯想+7% ----- 2/15.紅包尾迷因行情元宇宙Rblx能源車Qs比特幣恐慌噴 Btc$24.8k+12% Ggr+9%Tnx3.807羅+1.1%納+0.9%費0.4% 標Hxc+0.3%道0.1% Uso-0.6%Eem-0.8%;韓-1.5%台港-1.4%國企-1.3%日-0.4%台店-0.5%滬-0.4%深-0.1% Evb:Qs+33%SedgRivn+9%Gnrc+8%Lcid+7%Enph+5%Nvts+4%Wolf+3%SkiSkiet-7%Li天齊-3% Mtv:Rblx+26%U+7%Snap+4%;紫光+4% Semi:Tsm-5%Gfs-3% ---- 2/14.EDT-CPI高于預期先跌再漲,半導體AI運力元宇宙比特幣領漲紅包資金迷因投機行情漸疲Btc$22.2kTnx3.766費+2.1%納+0.6%標-0羅Uso-0.1%Eem-0.2%道-0.5%Hxc-0.6%;台+0.7%日+0.6%韓+0.5%台店滬+0.3%國企-0.5%港-0.2%深-0.1% Evb:Tsla+8%Qs+7%L&FNvts+6%RivnOn+3% Semi:Gfs+8%Nvda+5%Mrvl+4%AmdMu+3% Mtv:U+6%Rblx+4% 中概:紫光-3% ---- 2/13.EDT-CPI,中概領漲Btc$21.8kTnx3.717 Ggr+4%Hxc+2.6%費納+1.5%羅+1.2%標道1.1% Eem0.8%Uso-0.5%;深+1.2%滬+0.7%國企0.3%港-0.1%台-0.3%台店-0.5%韓-0.7%日-0.9% 中概:紫光+8%百度+6%Li+5%Wb+3% Evb:EbcGnrc+5% SedgF寧德時+3% Mtv:U+5%MsftMetaNflx+3%;Ccl+4% Semi:Intc+3%NvdaGfsMrvlAmd+2% ----- 2/10.ChatGPT運力王Nvda中概港股同挫,元宇宙股崩微軟裁 Btc$21.7kTnx3.744 Ggr-4%Hxc-3.7%費 -1.5%Eem-1% 納-0.6%羅標+0.2%道+0.5% Uso+2.9%;國企-2.6%港-2%台店-1%韓-0.5%深-0.4%滬-0.3%台-0.1%日+0.3% Mtv:U-11%RblxNflx-4%Snap-3%;Semi:Nvda-5% 中概:Jd百度Li-6%中芯Wb-4%騰訊阿里-3% Evb:Pc-6%Tsla-5%BydQsWolf-4%RivnSkietLcid天齊天賜贛鋒鋰-3%; 觀旅消費:速銷Itx-5%Ccl-3% 原料:Xom+4%Bp+3% ----- 2/9.ChatGPT題材谷歌續跌中港運力股噴Tsm強比特幣大跌 Btc$21.8k-5%Tnx3.683Ggr-6.6%羅-1.4%Uso-1.1% 納-1%標-0.8%道-0.7%費 +0.1%Eem0.5% Hxc1.1%;國企+1.7%港+1.6%深+1.5%滬+1.2%台韓日 -0.1%台店-0.2% Evb:EbmPc+7%OnL&F+4%Tsla+3%BydIfnnyWolf+3%Lcid-11%Sedg-9%Qs-6%Enph-4%Rivn-3%;Semi:GfsTsm+3% Mtv:SnapGoog-5%MetaRblx-3%U+10%;Ip-3%;中概AI:紫光+5%騰訊阿里+4%中芯騰訊+3% ----- 2/8.谷歌領ChatGPT股回落Tnx3.653Btc$22.9k費-2.2%納Hxc-1.7% 羅-1.5%標-1.1%道-0.6%Eem-0.1%Uso1.4%;台+1.4%台店+0.9%韓國企-0.6%深滬-0.5%日-0.3%港-0.1% Ai:Goog-7%Snap-5%Meta-4%;原料:美鋁-4% Evb:SkietNvts-5%AlbEnphTxnGnrc-4%NxpiWolfIfnny-3%Ssdi+3% Semi:AmatSynaMrvl-4%QcomMuLxcrKlacSwksSynaIntc-3% 中概:百度-5%Wb-3%聯想+4%;旅消:Ua-8%Ccl-3% ---- 2/7.央爸重申通膨緩續軋半導體納指土地震激油漲 Tnx3.674Btc$23.3kUso+3.5%Hxc+2.4%費+3.1%納1.9%標1.3%道標0.8%Eem+0.4%;台店+1%韓國企0.6%港深+0.4%滬+0.3%台+0.1%日0% Evb:On+6%Wolf+5%Lgc+4%LgesEcbNxpiL&F+3%Ski-5%Qs-4%Lcid恩捷-3%;中概:百度+12%; Semi:Swks+13%Syna+6%Nvda+5%MrvlMu+4%TsmQcomKlacAsmlAmd+3%;觀旅:波音+4% Ccl+3% Mtv:MsftGoog+4% 原料:Bp+8%XomCvx+3%美鋼-7% ---- 2/6.憂鷹股債續跌迷因股比特幣鬆動Tnx3.634 Btc$22.8kGgr-5%Hxc-1.8%費-1.7% Eem-1.5%羅-1.4%納-1%標-0.6%道 -0.1%Uso+1.7%;國企-2.7%港-2%韓-1.7%台-1.3%深-0.8%台店滬-0.6%日0.7% Evb:BydAlb天齊-4%Nvts Wolf-3%TslaLcid+3%;Snap+10% Semi:Intc-4%MuMrvlAmdSwksTsmGfs三星-3% 中概:Jd-4%阿里中芯Wb-3%;Eric-3% ----- 2/3.非農大增股債跌,氣球中概股跌,瘋狂迷因幣股警Tnx3.532+4% Btc$23.3kHxc-3.9%Uso-3.3%費-1.9%Eem-1.8%納-1.6%標-1%羅-0.8%道 -0.4%;港-1.6%國企-1.3 %滬-0.7%深-0.4%台0.1%台店0.2%日0.4%韓0.5% Semi:Syna-11%Mrvl-4%AmatNvdaAmd-3% Mtv:Amzn-8%U-7%Rblx-5%Goog-3% Evb:F-8%Gnrc-7%Wolf-6%RivnQs-5%LcidSedg-4%Byd華友鈷-3% 中概:NioLi-6%百度Wb-5% ------- 2/1.如預期Fed升息緩拉尾大爛咖加密幣半導體中概領噴續成飆股王臉書庫藏股軋空盤後噴20% Btc$24.1k+4.6%Tnx3.397費+5.2%Hxc+4.3%納 2%羅1.5%Eem1.2% 標1.1%道0%Uso-0.5%;國企+1.8%深+1.5%港1.1%台韓1%滬台店0.9%日+0.1% 中概:百度+13% Wb+11%Li+6% Semi:Amd+13%MrvlNvdaAmatGfs+7%LrcxSyna+6%QcomKlacMu+4% Evb:Nvts+12%EbmWolf+9%BydOn+6%TslaSsdiNxpiGnrc+5%容百Ifnny+4%華友鈷+3%;Snap-11% --- 1/31.Fed升息前元月漂亮拉尾Btc$23.1kTnx3.529羅+2.5%費+1.9%Uso+ 1.8%納1.7%標1.5%道1.1%Hxc-0.1%Eem-0.2%;台-1.5%國企港韓-1%日滬深-0.4%台店+0.8% Evb:RivnGm+8%Gnrc+7%QsSedg+6%F+5%TslaWolfEnph+4%OnAlbPc+3%恩捷-4%Ebm-3% Mtv:Spot+13%U+6%Rblx+5%Snap+4%;Tol+5% Semi:AmdLrcx+4%GfsSynaAmatMrvl+3%;Glw-5% 原料:Ip+11%;Cat -4% ---- 1/30.坐轎CPI緩央爸會前下轎中概能源車半導體領跌游資指飆比特幣轉大跌/慢拍補漲台積+8%台股 Btc$22.8k-4%Tnx3.551Hxc-4.1%費-2.3%UsoEem納-2%羅-1.4%標-1.3%道 -0.8%;國企-3.6%港-2.7%韓-1.4%日滬+0.1%深+1.2%台店+2.5%台+3.8% 中概:阿里騰訊-7%JdWb -6%Nio中芯-5% Evb:RivnLcid-9%Qs-8%Wolf-7%Tsla-6%OnGnrcGm-4%AlbSkiSkietF-3%恩捷+8%德方納米+6%Pc+3% Mtv:U-8%Rblx-6%MetaGoog-3%;消旅:Ccl美航-3% Semi:Nvda-6%Mrvl-5%AmdAmat-4%SynaGfsKlacMuAsml-3% 原料:美鋁-5%Cvx-3% ----- 1/27.紅包行大爛咖續軋成飆股王Lcid+43%Tsla+11%(週+30%今年+65%) Btc$23.1kTnx3.518納1%羅+0.5%標0.3%道0.1% Hxc-0.3% Eem-0.5%費- 0.7%Uso-2%;國企+ 0.9%港+0.5%日0%韓+0.6% Evb:Lcid+43%Tsla+11%Rivn+8%Qs+7%GnrcGm+4%SkiBydNvtsF+3% Mtv:Snap+7%U+6%Rblx+5%AmznMeta+3% Semi:Intc-7%Nvts+3%Klac-7%LrcxAmat-3%;Cvx-4% ------- 1/25.紅包行情續追比特幣 Tnx3.462Btc$23.2k+3% Uso+0.4%費標羅+0.2% HxcEem+0.1%道0納-0.2%;日+0.4%韓+1.4% Evb:Rvin+4%LcidNvts+3%Enph-4%Sedg-3% Tsm-2%;Snap-6% ----- 1/24.紅包行情大飆後回吐 Tnx3.469Btc$22.5k Uso-1.8%費-0.7% Hxc-0.4%納羅-0.3% 標-0.1% 道+0.3%Eem+0.1% Evb:WolfQs-5% Semi:AmdSwks-2% ---- 1/23.EDT央爸會與元月紅包資金行情最爛咖能源車半導體比特幣成飆股王: Tnx3.525Bt$23k+8%費+5%納+2.7%Hxc +1.7% 羅+1.3%標+1.2% 道+0.8%Eem+0.7% Uso0Ggr+10% Evb:Lcid+13%Rivn+12%TslaNvts+8%WolfQsGnrcWolfOn+7%AlbSedg+5% Semi:Amd+9%NvdaMrvlSyna+8%Qcom+7%SwksMu+6%Tsm+5%AsmlAmatGfsLrcxIntc+4% 中概:Nio+9%Li+7% Mtv:U+12%Nflx+4% ------- 1/20.虎年尾央爸送鴿禮噴比特幣半導體元宇宙納指重磅科技股中概股: Tnx3.484Btc$22.6k+8% 費+3.1%納+2.7%Hxc +2.5%標+1.9%羅+1.7% Eem +1.5% Uso+1.4%道+1%;國企+2.3%港+1.8%滬+0.8%深+0.7%日韓+0.6% Semi:Nvda+6%QcomSyna+5%LrcxMu+4%AmdAmatAsmlAmatKlacLrcxSwksIntc+3% Mtv:NflxU+8%GoogRblx+6%AmznSnapMsft+4% Evb:TslaLcidWolf 中偉+5% Qs天齊鋰+8%AlbOn +4%Skiet贛鋒鋰+3% 觀旅消:Dis+4%Ccl+3% 中概:百度+6%Wb阿里+4%JdLiNio阿里+3% ----- 1/19.能源崩車鍊與半導體崩領美股續跌比特幣續彈Tnx3.397Btc$21.1k 費-2.8%納羅-1%標道-0.8%Eem+0.8%Hxc+1.4%Uso+1.6%;日-1.4%深+0.7%滬+0.5%國企-0.4%港-0.1%韓+0.5% Evb:Enph-11%Sedg-10%Lcid-9%Gnrc-8%Wolf-6%Pc-5%OnStm-4%NvtsOnL&F-3%天齊+3% Semi:Mrvl-5%GfsNvdaQcomAmd-4%SynaAsmlAmatKlacLrcx-3% Mtv:Rblx-7%U-6%Nflx-3% 觀旅消:CclUa-3% 原料:Aa-7%;Ms-3% 中概:Jd+7%Wb+5 %騰訊+4%阿里+3% ------ 1/18.節前淡比特幣反Tnx3.375Btc$20.7kHxc-2.5%Uso-1.9%道-1.8% 羅標-1.6%納-1.2% Eem-0.7%費-0.6% Ggr+7%;日+2.5%深+0.2%滬0%國企+0.4%港+0.5%韓-0.5% Evb:QsRivn-3%Nvts-4% Mtv:U-5%Rblx-4% 中概:NioBidu-4% WbLi-3%;Ccl-4%; Ibm-3%;Rtx-3%;AaMcdPgJpm-3%;Intc-3%;Mrna+3%; ----- 1/17.Tsla狗熊翻高盛崩 Tnx3.535Btc$21.2kHxc-3.4%道-1.1%Eem-0.6%羅標-0.2%納+0.1%費+0.2% Uso+1.1%Ggr+8%;日+1.2%台深+0%滬-0.1%台店-0.4%國企-0.5%港-0.8%韓-0.9% Mtv:Rblx+12% Evb:Tsla德方納米+7%Lges-5% LgcL&F-3% Semi:Nvda+5% 觀旅:CclUa+3% FI:Gs-6%Trv-5%Ms+6% 中概:百度-6% JdNio-3% ---- 1/16.比特幣續一個人武林 Btc$21.2kTnx3.511深+1.4%滬+1%台店+0.9%台+0.7%韓+0.6%港0國企-0.6%日-1.1% Evb:天齊鋰+5%德方納米-6%天賜聯想-4%當升-3% ----- 1/13.CPI後觀望比特幣一個人武林續彈Tnx3.511 Btc$19.9k+5.5% Hxc+2.8%Uso+2.1%Eem納+0.7%羅+0.6%費標Uso+0.4%;國企+1.1%滬港+1%韓深+0.9%台+0.6%台店-0.3%日-1.3% FI:WfcJpm+3%;Amzn+3%;Mrvl+3%;Lmt-3% Evb:Rivn-6%GmF-5%恩捷-4%;Eric-4%;達航-4% ------ 1/12.EDT-CPI,台積財報會一個人武林,觀旅航羅小股領漲比特幣續彈Tnx3.449 Btc$18.8kUso+1.5%羅+1.7%費+1.2%Uso+0.8% 納+0.6% Eem+0.5%標0.3% Hxc+0.1%Ggr+9%;港+0.4%韓+0.2%深滬+0.1%日國企0%台店-0.9%台-0.1% 觀旅消:美航+10%Ccl達航Dis+4%波音+3% Evb:Nvts當升+7%Qs中偉 容升+6%LcidSkieByd +5%華友鈷恩捷+4%RivnAlb+3%Tsla-3% Semi:Tsm+6%;Eric+6%NvdaAmd+3%;Mtv:MetaCrm+3%U-4%;Cm:美鋼+4%美鋁Bhp+3% ----- 1/11.EDT-CPI,能源車供應鏈科技股比特幣續狗熊翻 Tnx3.554Btc$17.9kzUso+3.3%納+1.8%費標+1.3% 羅+1.2%道+0.8% Eem+0.4%Hxc+0.2%;日+1%國企+0.7%港+0.5%韓+0.4%台店+0.3%深-0.7%台-0.3%滬-0.2% Evb:Lcid+10%Qs+8%SedgAlb+6%SkieBydQs+5%TslaRivnEnphWolfEbm+4%SkiNvtsPc+3% Mtv:Amzn+6%U+5%Msft+4%GoogRblx+3% 中概:NioBidu+3% Semi:Mrvl+4%SynaGfsSwks+3% ----
1/10.鮑爾未放鷹美股拉尾憧憬CPI緩Tnx3.621Btc$17.4kz+Hxc1.7%羅+1.5%費+1.3%納+1%標Eem+0.7%道+0.6%Uso0%;日+0.8%台深+0.3%台店-0.1%滬-0.2%韓國企港-0.3%Evb:LcidQs+6%Gnrc+5%寧德時代+4%NxpiGmByd德方納米+3%Ski-3% Mtv:SpotU+7%NflxRblx+4%MetaAmzn+3%Mc:美鋁美鋼+5%;觀旅:美航達航+4%Bby+3%;中概:NioWb+4% Vm:MrnaBnt+3% Semi:Syna+3% --- 1/9.CES結束上影線元月行情加密幣續航?Tsla彈Tnx3.517Btc$17.2k費+1.9%Uso+1.6%Eem+0.8%Hxc+0.7%納+0.6%羅+0.2%標-0.1%道-0.3%;台韓+2.6%國企+2%港+1.9%台店+1.4%深+0.7%日滬+0.6%Evb:Qs+12%Lcid+7%TslaNvts+6%LgcLges德方納米+5% GnrcStmOn +4%Ebm天賜+3%;Semi:AmdNvda+5%Gfs+5%Asml+4%Tsm+3%AmatKlac+3% 中概:阿里+9%Li+5 %Nio騰訊+4%;Pfe-5% Mtv:RblxU+7%Crm+5% 觀旅:美航Ccl+3 % ---
1/6.CES展衝費半帶納指,中國開放旅衝消費股中概回,比特幣續蠢動 Tnx3.569Btc$17k費+4.7%納+2.6%標羅+2.3% 道Eem+2.1%Uso+0.1% Hxc-0.8%;韓+1.2%台+1.1%日+0.6%台店+0.5%滬+0.1%深+0.2%港-0.3%國企-0.4% Semi:Lrcx+7%AmatKlacAvgo+6%AsmlQcomSyna+5%NvdaMrvlMuIntc+4%TsmAmdGfsSwks+3%觀旅:Cost+7%波音UaTgt+4%Ccl+3% Evb:Stm+6%TxnNvtsOnIfnny+5%QsLit恩捷+4%PcGnrcGmF德方納米當升+3% 原料:Bhp+4%美鋼+6% Mtv:AaplAmznAmznU+4%;Mrna+4%Bnt+3%中概:Li-9%紫光Nio-5% ----
1/5.美股續弱中國能源車電池上游供應鏈大狗熊翻彈特斯拉領續跌留下影Tnx3.754Btc$16.8k費-2%納-1.5%標-1.2% 羅-1.1%道-1%Eem-0.8%Uso+0.8%Hxc+1.6%;深+1.6%國企+1.5%港+1.3%滬+1%台+0.7%日韓+0.4%台店+0.2% Evb:恩捷+10%寧德時代華友鈷中偉+6%德方納米當升+5%天賜容百+4%Rivn-6%SedgNvts-5%LcidEnphGnrcOn -4%TslaNxpiQs -3%SsdiLgc-3%中概:紫光+10%茅台酒+4%阿里Jd+3% 觀旅:美航+3%德航Ccl+2% Semi:Mrvl-5%AmdGfs-4%NvdaSyna-3% Mtv:U-8Msft-3%Rblx+3% ----
23--1/4.中概續噴消費旅航噴CES半導體韓股翻比特幣蠢動油價崩 Tnx3.709Btc$16.9kHxc+8.6%費+2.7%納+0.7%標+0.8%羅+0.6%道+0.4% Eem+3%Ggr+13%Uso-5%;國企+3.4%港+3.2%韓+1.6%台店+0.5%滬+0.2%深+0.1%台-0.2%日-1.5% 中概:百度+11%紫光NioLi+10%阿里+9%Jd+7%騰訊+5% 消費:Ccl+10%美航+7% Ua+6%達航+5%波音+4% Evb:Nvts+6%TslaLcid+5%AlbGnrcTxnWolf+4%GmF+3%德方納米天賜容百高軒-3%贛鋒鋰-4% Semi:Mu+8%MrvlSyna+6%AsmlQcomIntc+4%TsmNvdaSwksAmat+3% 原料:XomCvx-3% Mtv:SnapNflxU+5%Crm+4%Msft-4% -----
以上2023..
23---1/3.續踹大狗熊Tsla與能源車,原油價領原料跌,續衝中概 Tnx3.793Btc$16.7kUso-3.5%費-1.2%納-0.8%標-0.4%羅-0.6%道-0% Eem+0.8%Hxc+3.8%;國企+1.9%港+1.8%深+1.4%台店+1.2%滬+0.9%台+0.6%韓-0.3%日休 中概:Wb+5%紫光百度+4%騰訊+3% Evb:Tsla-12%Lcid-10%Rivn-6%Qs-5%WolfSsdi-3% Enph德方納米-4% 容百+3%Byd+5%; Semi:Gfs-4%MrvlSyna-3%;原料:XomCvx-3% Mtv:U-6%Aapl-4%Meta+4% ++++++++++++++++
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