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∞)","handle":"teortaxesTex","ts":"2026-07-06T11:37:21+00:00","text":"对俄罗斯来说“不算差”当然，因为俄罗斯已将自己置于AI领域的次欧洲位置，即垃圾档。让我不满的是，就在不久前我们还没有如此可悲的标准。我们的第一个100B（稠密）模型可追溯到2022年6月。同年，我们做了去中心化推理。唉。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2074095353586991105","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":10,"retweets":0,"views":2108},"score":7.953969180478774,"keyPoint":"俄罗斯AI水平被作者贬为次欧洲级垃圾档"},{"id":"x:2074091878702628922","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T11:23:33+00:00","text":"世界：“我们能拥有Kimi K3吗？”\nSberbank：“同志，我们在家就有Kimi K3。”\nSber最新的GigaChat使用了MLA + GDN注意力机制。432B参数，28B激活。他们将基础模型（可用，MIT许可）与V4-Flash进行比较。\n嗯，但比我目前对俄罗斯的预期要强。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2074091878702628922","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":53,"retweets":0,"views":3829},"score":8.550620082174692,"keyPoint":"Sberbank发布GigaChat模型，采用MLA+GDN注意力机制"},{"id":"x:2074088264571531525","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T11:09:11+00:00","text":"好吧，但我希望AI智能体的自主道德是良好工具的道德。我们可以做到这一点。我们有技术。","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/teortaxesTex/status/2074088264571531525","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":15,"retweets":1,"views":1831},"score":7.813163545234075,"keyPoint":"希望AI智能体具备良好工具的自主道德"},{"id":"x:2074087809137127654","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T11:07:23+00:00","text":"德国出口占GDP比重超过40%，是中国（出口占比）的两倍。中国的问题是“房子太便宜”。德国的问题是“能源、劳动力、一切太贵”。看到一个德国人发帖唱衰中国脆弱性，我不确定他是否完全理解自己所处的处境。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/teortaxesTex/status/2074087809137127654","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":49,"retweets":7,"views":2465},"score":8.11035268372429,"keyPoint":"德国出口占GDP比超40%，是中国两倍"},{"id":"x:2074084616219037742","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T10:54:41+00:00","text":"> 70% 的中国人的财富（曾）与他们的房产绑定。我直到很晚才意识到这一点，因为我只是一个有着农民财产观念的俄罗斯人，但也许美国人如此执着于“住房=财富”这个角度，是因为他们确实可以靠自己的房产进行寻租：https://t.co/O9sC7gmov9","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/teortaxesTex/status/2074084616219037742","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":63,"retweets":7,"views":4995},"score":8.516392871245468,"keyPoint":"70%中国人财富与房产绑定，美国人靠房产寻租"},{"id":"x:2074076888268697825","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-06T10:23:59+00:00","text":"UBS对三星电子和SK海力士的营业利润预测\n\n1. 三星电子\n2026年：441万亿韩元（2879亿美元）\n2027年：837万亿韩元（5465亿美元）\n2028年：902万亿韩元（5889亿美元）\n\n2. SK海力士\n2026年：327万亿韩元（2135亿美元）\n2027年：623万亿韩元（4068亿美元）\n2028年：667万亿韩元（4355亿美元）","tickers":["$HXSCL","$SSNLF"],"direction":"neutral","category":"半导体","url":"https://x.com/jukan05/status/2074076888268697825","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":340,"retweets":49,"views":124573},"score":12.032655195824592,"keyPoint":"UBS对三星电子和SK海力士的营业利润预测"},{"id":"x:2074075634851340779","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-06T10:19:00+00:00","text":"我发现任何空头都很难反驳这个人形机器人的看多论点。","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/aleabitoreddit/status/2074075634851340779","sourceType":"x","authorCat":"半导体/AI算力 · CPO/光通信","engagement":{"likes":654,"retweets":21,"views":157836},"score":12.26931813392692,"keyPoint":"作者认为人形机器人看多论点难以反驳"},{"id":"x:2074075238749344100","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T10:17:26+00:00","text":"\"中等聪明人\"是高于平均水平的人，本质上是社会的骨干。熟练的工匠、勤勉的官僚……他们是人类的军官阶层。问题在于，第90百分位的人想要第99百分位的地位，而一些邪恶的第99.9百分位的人向他们兜售黑暗魔法。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/teortaxesTex/status/2074075238749344100","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":97,"retweets":4,"views":5483},"keyPoint":"中等聪明人是社会骨干，但追求顶级地位易被利用"},{"id":"x:2074072156091105673","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T10:05:11+00:00","text":"应对还是分析——这重要吗？Fable很容易被Whale说服。我喜欢它关于融资轮的观点。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/teortaxesTex/status/2074072156091105673","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":7,"retweets":2,"views":2266},"score":7.726212650507529,"keyPoint":"讨论Fable融资轮观点，质疑是应对还是分析"},{"id":"x:2074067172423319613","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T09:45:22+00:00","text":"英国人一直为自己“没有盟友，只有利益”的模式和幸灾乐祸的背刺行为感到自豪，这为他们赢得了帝国、俄罗斯人的偏执尊重，并最终回归为一个无关紧要的破岛。从赤贫到赤贫历经几个世纪，完全是活该。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/teortaxesTex/status/2074067172423319613","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":36,"retweets":4,"views":2965},"keyPoint":"英国人自豪于无盟友只有利益模式，最终沦为无关紧要的破岛"},{"id":"x:2074066868001014036","author":"DONS","handle":"dons_korea","ts":"2026-07-06T09:44:10+00:00","text":"RT @DrNHJ: 英特尔CPU价格上调，服务器芯片最高暴涨至1,300美元以上\n\n$INTC, $AMD, $ARM, $NVDA\n\n1. 英特尔价格上调的背景\n\n英特尔因供应链成本上升以及最新'Core Ultra 200S Plus'系列...","tickers":["$AMD","$ARM","$INTC","$NVDA"],"direction":"neutral","category":"半导体","url":"https://x.com/dons_korea/status/2074066868001014036","sourceType":"x","authorCat":"宏观/流动性 · 韩国宏观","engagement":{"likes":42,"retweets":7,"views":4992},"score":9.31579221050061,"keyPoint":"英特尔CPU价格上调，服务器芯片最高超1300美元"},{"id":"x:2074065139209281811","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T09:37:18+00:00","text":"这是中国对印度的又一次罪行。要是中国从未工业化，美国人本会一直又胖又蠢，只会把产业外包给印度……但现在他们警觉了。有了这样的认知，还谈何原谅？","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/teortaxesTex/status/2074065139209281811","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":29,"retweets":1,"views":3234},"keyPoint":"这是中国对印度的又一次罪行，讽刺工业化后果。"},{"id":"x:2074063175293809150","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-06T09:29:29+00:00","text":"Kelper将$XFAB评级上调至\"买入\"，理由如下：- Melexis需求\"一周比一周、一天比一天\"增强（其领先客户）。- AI通过SiC、GaN和光电子为XFAB带来结构性增长腿，抵消汽车周期性。- 稀缺的西方专业代工厂如$SILEX获得更高估值倍数。\"X-Fab在所有倍数上仍是最便宜的专业代工厂同行，交易于4.8倍2027年EV/EBITDA，而同行中位数为14.5倍\"。我认为这对汽车等核心基本面改善是好信号。…","tickers":["$NVDA","$SILEX","$XFAB"],"direction":"neutral","category":"半导体","url":"https://x.com/aleabitoreddit/status/2074063175293809150","sourceType":"x","authorCat":"半导体/AI算力 · CPO/光通信","engagement":{"likes":419,"retweets":34,"views":132145},"score":12.591662650940204,"keyPoint":"Kelper上调XFAB至买入，看好AI和光电子增长"},{"id":"x:2074062642021290260","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T09:27:22+00:00","text":"CXMT的无EUV'Bonding DRAM'绝非廉价方案，但确实具有威胁性。\n\n1. Bonding DRAM是将cell array与peripheral电路分别制作在不同晶圆上再贴合的技术。Cell晶圆仅用DUV多重 patterning即可实现高cell密度，成为规避EUV管制的途径。据韩媒报道，CXMT正在合肥建设R&D线并处于试产阶段，三星电子也通过B1b项目开发类似技术。\n\n2. 但拆解成本结构并不轻松。…","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2074062642021290260","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":26,"retweets":5,"views":4969},"score":8.811175119090676,"keyPoint":"CXMT无EUV的Bonding DRAM成本不低但具威胁性"},{"id":"x:2074062382448410937","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T09:26:20+00:00","text":"说到这个，Fable提出了一种关于东亚认知特征的宏大理论，这让我感到震惊。该理论似乎优于Nisbett等人提出的以农民文化编码的整体/分析二分法。是的，这基本上是我的理论；但它找到了一个非常巧妙的新视角。@arcticinstincts https://t.co/adH7W8c4rt","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/teortaxesTex/status/2074062382448410937","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":35,"retweets":4,"views":4534},"score":8.419580362549237,"keyPoint":"Fable提出东亚认知特征宏大理论，优于Nisbett的二分法"},{"id":"x:2074060688881041777","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-06T09:19:37+00:00","text":"RT @BSPK_: @Semicon_player 大家很快就会知道为什么大型科技公司要建造那么多数据中心。\n\n我们多次看到，当AI在特定领域超越人类时，即使一万人全力以赴也无法战胜AI。\n\n现在，编码和安全领域……","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/Semicon_player/status/2074060688881041777","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":90,"retweets":9,"views":5023},"score":8.821981708148035,"keyPoint":"AI在特定领域超越人类后，人力无法匹敌"},{"id":"x:2074060606895018149","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T09:19:17+00:00","text":"RT @blazingbees: 今年年初以来KOSPI较年初上涨了91%，但在此期间外资持续卖出，只有个人一直在买，这并非一两天的事。个人买入时市场有时上涨有时下跌，不能说因为个人买了所以不好。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2074060606895018149","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":98,"retweets":15,"views":15484},"score":9.647627092407303,"keyPoint":"KOSPI年初涨91%，外资卖个人买，但个人买卖不决定涨跌"},{"id":"x:2074058866061402174","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-06T09:12:22+00:00","text":"\"安全分类器没有视觉能力\"\n哦是吗？\n尝试将此截图发送给Fable并询问其意见\n我返回了空字符串","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/teortaxesTex/status/2074058866061402174","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":19,"retweets":0,"views":2096},"score":7.64826303090192,"keyPoint":"安全分类器无视觉功能，发送截图给Fable返回空字符串"},{"id":"x:2074058568295432420","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-06T09:11:11+00:00","text":"内存价格上涨是温和的 https://t.co/9obLWo4IP2","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/Semicon_player/status/2074058568295432420","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":128,"retweets":12,"views":14846},"score":9.905553103619997,"keyPoint":"内存价格上涨是温和的"},{"id":"x:2074053351449432310","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T08:50:27+00:00","text":"SK海力士ADR (SKHY US) 发行价定为每股242,500韩元。→ 从主板上市按10:1拆分→ 按当前汇率约合158.15美元。来源：Meritz Tech Telegram","tickers":["$SKHY"],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2074053351449432310","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":118,"retweets":30,"views":15234},"score":9.93135069141981,"keyPoint":"SK海力士ADR发行价定为每股242500韩元"},{"id":"x:2074051876195389617","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T08:44:35+00:00","text":"RT @BSPK_: 中国DRAM真的更便宜吗…？库存是否过剩…？https://t.co/1bOHwJohyk","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2074051876195389617","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":48,"retweets":4,"views":5424},"score":8.59877317840866,"keyPoint":"质疑中国DRAM是否更便宜且供应过剩"},{"id":"x:2074047397282582945","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T08:26:48+00:00","text":"RT @supernovajunn: 有消息称新韩银行将在SuperSOL应用中嵌入加密钱包。\n\n银行应用内嵌入钱包，与在交易所应用中买卖加密货币的意义完全不同。\n\n交易所本质上是交易空间。用户…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/mindmoon_108/status/2074047397282582945","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":77,"retweets":8,"views":11498},"score":9.350015354048665,"keyPoint":"新韩银行将在SuperSOL应用中嵌入加密钱包"},{"id":"x:2074046947434860971","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-06T08:25:00+00:00","text":"我个人认为$SIVE可能成为下一个$LITE。仅在过去几个月，我们看到：1. 与O-Net合作推动ELS量产；2. $JBL 1.6T LRO量产信号，称使用Sivers的可插拔模块有“相对显著的护城河”；3. $GFS为超大规模客户提供SCALE参考级激光器，支持可插拔、NPO、CPO；-> -> $AMD等公司向GFS寻求CPO方案；4. Ayar加入$NVDA NVLink用于CPO；…","tickers":["$AAOI","$AEVA","$AMD","$FN","$GFS","$JBL","$LITE","$MRVL","$NVDA","$POET","$SIVE"],"direction":"neutral","category":"半导体","url":"https://x.com/aleabitoreddit/status/2074046947434860971","sourceType":"x","authorCat":"半导体/AI算力 · CPO/光通信","engagement":{"likes":1309,"retweets":102,"views":365948},"score":13.610249258411896,"keyPoint":"作者认为SIVE可能成为下一个LITE，并列举多项进展支撑看多观点。"},{"id":"x:2074046351646818430","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T08:22:38+00:00","text":"RT @yeoulabba: 美银(Bank of America)分析，苹果推动中国产DRAM是谈判策略。苹果与美光在华尔街日报版面展开论战。蒂姆·库克称内存价格暴涨为“百年一遇的洪水”，而美光CEO则反驳称这是“周期性需求”。","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2074046351646818430","sourceType":"x","authorCat":"半导体/AI算力 · 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杠杆/反向ETF的做市商gamma对冲再平衡量。\n\n当基础资产波动5%时，做市商因对冲需要被迫买卖的量的对比图。\n\n蓝色柱为再平衡金额，红色菱形为一个月平均交易金额的...","tickers":[],"direction":"neutral","category":"期权Vol","url":"https://x.com/mindmoon_108/status/2073986644454388146","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":75,"retweets":8,"views":11034},"score":9.308827318690836,"keyPoint":"杠杆/反向ETF的做市商gamma对冲再平衡量对比图"},{"id":"x:2073978182626422785","author":"JunDoJun 🩸","handle":"JunDo1050","ts":"2026-07-06T03:51:46+00:00","text":"美国也出现了青年不工作的趋势。这也是 headline 失业率保持低位的原因（因为他们不被归类为劳动人口，分子分母都排除了）。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/JunDo1050/status/2073978182626422785","sourceType":"x","authorCat":"公司金融/IB · 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cheng","handle":"dannycheng2022","ts":"2026-07-06T03:12:10+00:00","text":"非常感谢这位Patreon会员的来信——你的故事真的让我很开心！将70万美元变成140万美元是一项杰出的成就。最棒的是，如果你只是坚持对你信念中的股票采取纯粹的买入并持有策略，你本可以将其增长3-4倍。这正是我不断提醒我的社区的原因：停止在你高信念的持仓中频繁交易。当你持有正确的股票时，耐心胜过完美。通过翻转仓位你可能获得更快的收益，但真正改变人生的财富是在时间成为你最大盟友时积累起来的。我的投资方法简单得愚蠢：买入优秀的企业，长期持有，并在它们打折时积极积累。…","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/dannycheng2022/status/2073968220453929121","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":124,"retweets":2,"views":17899},"keyPoint":"感谢会员将70万做到140万，强调长期持有"},{"id":"x:2073967879083712593","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-06T03:10:49+00:00","text":"三星电子和SK海力士正在深入讨论何时采用混合键合技术以实现下一代高带宽内存（HBM）。原因是该技术关键优势“厚度减薄”和“增强散热性能”的需求已减弱。业内观点认为，一旦HBM中I/O数量激增，采用混合键合的必要性将重新浮现。据业界6日消息，混合键合全面应用于下一代HBM的时间点可能晚于预期。虽然曾有预测称混合键合技术可从HBM4开始应用，但因技术难度等因素未能实现。三星电子和SK海力士等主要内存公司持续研发混合键合技术。目前HBM量产使用的键合技术是热压键合。…","tickers":["$NVDA","$SAMSUNG","$SKHYNIX"],"direction":"neutral","category":"半导体","url":"https://x.com/jukan05/status/2073967879083712593","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":230,"retweets":25,"views":146433},"score":12.694330093982872,"keyPoint":"三星和SK海力士推迟HBM混合键合技术采用时间"},{"id":"x:2073966944894521647","author":"SpotGamma","handle":"SpotGamma","ts":"2026-07-06T03:07:06+00:00","text":"自4月以来，随着股票大幅上涨，NDX波动率持续被低估。通常这种情况发生在市场急剧下跌期间。该图表比较了隐含波动率与未来21天已实现波动率。","tickers":[],"direction":"neutral","category":"期权Vol","url":"https://x.com/SpotGamma/status/2073966944894521647","sourceType":"x","authorCat":"期权/市场结构 · gamma flow","engagement":{"likes":73,"retweets":7,"views":19599},"score":9.883284845218608,"keyPoint":"NDX波动率自4月以来持续被低估"},{"id":"x:2073965646799593763","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-06T03:01:57+00:00","text":"韩国媒体报道，三星电子设备解决方案部门总裁兼业务战略负责人Kim Yong-kwan在7月3日的DS部门管理座谈会上表示，今年的营业利润预计符合市场共识。韩国券商估计三星今年营业利润约为300万亿韩元，约合2000亿美元。据报道，Kim特别表示：“仅今年的利润就将超过三星进入半导体业务40年来的累计利润。”","tickers":["$SMSN"],"direction":"neutral","category":"半导体","url":"https://x.com/jukan05/status/2073965646799593763","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":674,"retweets":47,"views":164211},"score":12.30891355493793,"keyPoint":"三星DS部门总裁称今年营业利润符合市场预期"},{"id":"x:2073965478947762380","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T03:01:17+00:00","text":"确切地说，自从这个单一股票杠杆产品推出之后，市场似乎就崩溃了。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073965478947762380","sourceType":"x","authorCat":"其他 · 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cheng","handle":"dannycheng2022","ts":"2026-07-06T02:44:46+00:00","text":"拥有一套简单体面的房子一直是我从小的梦想。我并非含着金汤匙出生，也没有任何捷径可走。但我始终相信，通过稳定的努力、对所选核心股票的坚定信念，以及一点运气，我能将这个愿景变为现实。梦想赋予生活方向和意义。没有梦想，我们只是存在——但有了梦想，我们成长、奋斗、带着目标前行。总有一天，我会走进自己家的门，回望这段旅程，微笑着知道所有的牺牲都值得。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/dannycheng2022/status/2073961323596239203","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":637,"retweets":2,"views":45603},"keyPoint":"作者表达拥有简单体面房子的梦想"},{"id":"x:2073959996359143868","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T02:39:30+00:00","text":"RT @blazingbees: <资金流> '26.7.6 10:59 \n\nKOSPI下跌0.8%，KOSDAQ下跌3.7%。下跌个股数量是上涨的两倍。今日机构主导卖出。外资与机构合计卖出约1万亿韩元。\n\n周末期间纳斯达克…","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073959996359143868","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":158,"retweets":31,"views":14525},"score":9.583695426166113,"keyPoint":"韩国股市下跌，机构主导卖出约1万亿韩元"},{"id":"x:2073958942108262425","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T02:35:18+00:00","text":"Atlas 出来了，但没什么反响呢 ㅋㅋ","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073958942108262425","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":12,"retweets":0,"views":3684},"score":8.212025804623437,"keyPoint":"Atlas 发布了但没什么反响"},{"id":"x:2073958767956553820","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T02:34:37+00:00","text":"存储方面似乎也还没有进入或操作的打算。\n\n很怀念以前随意讨论个股的时候，\n\n我也怀念高喊三星电子、SK海力士无条件是第一优先级的那个时期。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073958767956553820","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":149,"retweets":1,"views":29263},"score":10.284113370630648,"keyPoint":"作者表示暂无进入存储板块的打算，怀念过去"},{"id":"x:2073958559159914937","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T02:33:47+00:00","text":"RT @admi_alts: [关于当前区间的交易思路]\n\n1. 不会做的行为：上涨时买入\n（虽然这并非总是无效，但当前区间是阳线买入相当有负担的行情）\n上涨时减少仓位，消除风险。\n\n2. 可以考虑买入的时机是...","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073958559159914937","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":223,"retweets":27,"views":25724},"score":10.15521856070225,"keyPoint":"当前区间交易思路：不追涨，考虑回调买入"},{"id":"x:2073958424191361221","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T02:33:15+00:00","text":"在这种行情下，能做的也不多，只能在自己的能力范围内保持不动。等到了可以积极交易的位置，我会再告知各位。我打算以相当从容的态度来看待。我不喜欢错过市场动向，所以会持续分享阅读走势时看到的内容，但希望大家暂时不要积极交易。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073958424191361221","sourceType":"x","authorCat":"其他 · 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(feat. 凯文·沃什)\n\n开始周末闲扯.. 当然要聊聊凯文·沃什.. 沃什的发言未来工作者已经整理好了.. 可以参考.. 这里集中关注几个发言..","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/JunDo1050/status/2073952838724825196","sourceType":"x","authorCat":"公司金融/IB · CIB","engagement":{"likes":71,"retweets":8,"views":6663},"score":8.804475183846678,"keyPoint":"转发推文，提及周末随笔和凯文·沃什"},{"id":"x:2073949086307504308","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T01:56:08+00:00","text":"阴沉的KOSPI。今天又被砸烂的KOSDAQ。从写文章的角度来看，能感觉到散户们正在疲惫并逐渐离开。在我看来，波动性也实在太大了。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073949086307504308","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":259,"retweets":16,"views":38504},"score":10.558543381973351,"keyPoint":"韩国KOSPI和KOSDAQ下跌，散户正逐渐离场"},{"id":"x:2073948189884080230","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-06T01:52:35+00:00","text":"这里有这么多人。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/jukan05/status/2073948189884080230","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":160,"retweets":0,"views":38046},"score":10.546577516554702,"keyPoint":"作者表示现场人很多。"},{"id":"x:2073945135256342595","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T01:40:26+00:00","text":"每次出现超额税收相关新闻时，股市似乎都会受压。神奇的是，这条新闻出来后，SK海力士转负。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073945135256342595","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":150,"retweets":8,"views":22780},"score":10.033682134193954,"keyPoint":"超额税收新闻出现时股市似乎受压"},{"id":"x:2073943679014781048","author":"modest proposal","handle":"modestproposal1","ts":"2026-07-06T01:34:39+00:00","text":"英格兰急需萨卡找到空间并制造一些威胁。戈登已经几次摆脱防守，我会继续给他喂球，但右路到目前为止几乎没有作为。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/modestproposal1/status/2073943679014781048","sourceType":"x","authorCat":"估值/基本面 · PM深度","engagement":{"likes":3,"retweets":0,"views":17809},"score":9.787515376283707,"keyPoint":"英格兰急需萨卡创造空间，戈登表现较好"},{"id":"x:2073934883488211221","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:59:42+00:00","text":"比特币连续6天收出极小的阳线。币圈人即使只有1%的上涨也会感到高兴。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/admi_alts/status/2073934883488211221","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":2,"retweets":0,"views":1078},"score":6.983789965258135,"keyPoint":"比特币连续6天收出极小的阳线"},{"id":"x:2073932962471805013","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:52:04+00:00","text":"KOSDAQ没有看的理由","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073932962471805013","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":10,"retweets":1,"views":2855},"score":7.957177323459475,"keyPoint":"KOSDAQ没有看的理由"},{"id":"x:2073932792598352336","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:51:24+00:00","text":"如果您对此感兴趣，实际上业绩公布后出现了sell-on现象，建议参考此情况来操作。当然，SpaceX的利好消退也是影响因素之一。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073932792598352336","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":18,"retweets":1,"views":3452},"score":8.146998697389993,"keyPoint":"业绩公布后出现sell-on现象，建议参考"},{"id":"x:2073932333422670070","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:49:34+00:00","text":"如果这样发展，200EMA在短期内成为一个基准点。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073932333422670070","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":25,"retweets":0,"views":3925},"score":8.275376374836407,"keyPoint":"200EMA成为短期基准点"},{"id":"x:2073930209599037510","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:41:08+00:00","text":"需要经济余裕的原因 https://t.co/YP3u3FSksC","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073930209599037510","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":38,"retweets":1,"views":3714},"score":8.220133957151859,"keyPoint":"需要经济余裕的原因"},{"id":"x:2073929506134610012","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:38:20+00:00","text":"世界杯消息推动现代系列似乎也出现小幅阳线。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073929506134610012","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":20,"retweets":0,"views":4012},"score":8.297294370266917,"keyPoint":"世界杯消息推动现代系列小幅阳线"},{"id":"x:2073928555688611850","author":"admi_alts","handle":"admi_alts","ts":"2026-07-06T00:34:34+00:00","text":"开盘。建筑、军工、造船、证券股等走强。半导体材料设备今日下跌，存储龙头股走势也略显模糊。确实感觉7月比6月更多资金流向个股。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073928555688611850","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":49,"retweets":4,"views":4807},"score":8.478036476215044,"keyPoint":"韩股中建筑、军工、造船、证券走强，半导体材料设备下跌"},{"id":"x:2073922734925684919","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-06T00:11:26+00:00","text":"比我打得还好..","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/Semicon_player/status/2073922734925684919","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":24,"retweets":1,"views":6964},"keyPoint":"原文为韩文感叹，无投资信息"},{"id":"x:2073922444424032727","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-06T00:10:17+00:00","text":"RT @GONOGO_Korea: 胸部真雄伟啊。油价不是69也不是68，很快就要67了。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/Semicon_player/status/2073922444424032727","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":147,"retweets":4,"views":9581},"score":9.167641617443067,"keyPoint":"推文包含韩语粗俗评论和油价下跌猜测"},{"id":"x:2073920894301511790","author":"심월","handle":"mindmoon_108","ts":"2026-07-06T00:04:07+00:00","text":"加密货币市场似乎也正逐渐有资金流入。Genesis法案的通过是否会成为催化剂呢？","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/mindmoon_108/status/2073920894301511790","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":2,"retweets":0,"views":1038},"score":6.946013991099227,"keyPoint":"资金似乎正流入加密市场，Genesis法案通过或成催化剂"},{"id":"x:2073915075791036744","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T23:41:00+00:00","text":"进入30岁后恋爱变得困难的原因\n\n+ 过了30岁，想见异性的欲望开始逐渐大幅减少","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/admi_alts/status/2073915075791036744","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":33,"retweets":3,"views":7049},"keyPoint":"30岁后恋爱变难，因欲望减少"},{"id":"x:2073913566080704789","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T23:35:00+00:00","text":"[比特币减半 D-646]\n\n比特币第3次减半\n2020年5月11日\n-> 两个月前的3月开始拉升，比特币基准约拉升1600%后\n-54%回调\n-> 再次拉升约140%至前高后季节结束。\n\n比特币第4次减半\n2024年4月\n-> 约1年3个月前的2023年1月开始拉升\n-> 约上涨700%后季节结束。\n\n说实话，减半周期有强行套入的感觉。虽然人们说是因为减半上涨，但我认为更多受宏观流动性周期影响。\n\n不过，鉴于过去减半时资金流入强劲的先例，心理上认为仍有资金流入的可能性。…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/admi_alts/status/2073913566080704789","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":36,"retweets":1,"views":7110},"score":8.869398159883518,"keyPoint":"比特币减半周期可能受宏观流动性影响更大"},{"id":"x:2073913551891149214","author":"modest proposal","handle":"modestproposal1","ts":"2026-07-05T23:34:56+00:00","text":"接下来你就要告诉我反对种族歧视的标语没用了。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/modestproposal1/status/2073913551891149214","sourceType":"x","authorCat":"估值/基本面 · PM深度","engagement":{"likes":19,"retweets":0,"views":7759},"keyPoint":"反讽说反对种族歧视标语无效"},{"id":"x:2073913184172552556","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T23:33:29+00:00","text":"RT @admi_alts: 证券股业绩预计又将创历史新高，\n未来资产证券基准8.19。\n三星证券也是8.19。\nKiwoom证券在8.7公布业绩。\n\n1. 在该日程附近如果某个触发器被触发，可能会产生上升动力。\n\n2.…","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073913184172552556","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":107,"retweets":3,"views":13187},"score":9.487062604191621,"keyPoint":"韩国券商预计将创历史新高业绩，提及三家具体日期"},{"id":"x:2073911552558727358","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T23:27:00+00:00","text":"如果对科斯达克感兴趣，不推荐指数ETF，也不推荐二次电池（Eco系列）。推荐半导体材料、设备线，以及生物板块。生物板块风险大，本人也不愿交易，但美股医疗保健板块趋势确实向好。请记住，这仅仅是信息传递的作用。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073911552558727358","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":47,"retweets":2,"views":7520},"score":8.925454386826402,"keyPoint":"推荐关注半导体材料和设备及生物板块"},{"id":"x:2073909539389489362","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T23:19:00+00:00","text":"现代汽车正在受到200EMA的支撑。\n\n需要检查是否形成低点，我认为它不可避免地会受到特斯拉业务状况的影响。\n\n建议先看看特斯拉的业绩如何再做判断。\n\n现代系列调整幅度较大，\n\n如果介入，优先选择ETF占比高的现代汽车/现代摩比斯可能更有利。\n\n如果突然全仓买入然后被套或抱怨，我会相当困惑。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073909539389489362","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":71,"retweets":3,"views":11149},"score":9.319194776888265,"keyPoint":"现代汽车受200EMA支撑，需观察特斯拉业绩影响"},{"id":"x:2073908751409832065","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T23:15:52+00:00","text":"RT @CurbsideCroaker: B某起初只在午餐时间查看行情。接着在会议中，然后在卫生间，最后在梦里查看。没有行情的夜晚成了问题。国内市场收盘后有美国市场，美国市场收盘后有币安和Hyperliquid……","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/mindmoon_108/status/2073908751409832065","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":34,"retweets":6,"views":2293},"keyPoint":"描述交易者沉迷查看行情的状态"},{"id":"x:2073907016150782145","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T23:08:58+00:00","text":"Meritz证券金善宇- 三星电子2Q26营业利润展望90.1万亿韩元，目标价维持50万韩元，建议一读给抗拒内燃机的马夫们。三星电子2Q26营业利润90.1万亿展望 - 大幅超过共识75~84万亿。这是扣除拨备后的数字。1. 惊喜的真实结构 - 拨备错觉。按报告，DS部门拨备前营业利润109.5万亿。扣除1Q26追溯拨备5.6万亿+2Q26'DS特别经营绩效奖金'拨备13.7万亿后得出90.1万亿。共识仅部分反映此拨备假设，实际惊喜幅度比数字更大。…","tickers":["$SSNLF"],"direction":"bull","category":"半导体","url":"https://x.com/mindmoon_108/status/2073907016150782145","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":7,"retweets":1,"views":1040},"score":7.247937068614969,"keyPoint":"Meritz证券预计三星电子2Q26营业利润90.1万亿韩元"},{"id":"x:2073905513356570875","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T23:03:00+00:00","text":"证券股业绩预计又将创下历史新高。\n未来资产证券基准为8.19。\n三星证券也是8.19。\nKiwoom证券业绩在8.7公布。\n\n1. 在该日程附近如果某个触发器被触发，可能产生上升动量。\n\n2. 上次第一季度业绩时，一周前出现拉升（外资账户题材）\n-> 但临近业绩日时下跌+卖出消息出现，开始下跌趋势。\n\n如果要收集，应在与业绩稍远的位置收集，\n等业绩临近时若出现拉升则抛售的策略。\n\n如果关注的话，\n龙头未来资产/三星证券两个大概会看。\n\n技术分析在该板块有些困难。…","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073905513356570875","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":107,"retweets":3,"views":13092},"score":9.479833015227753,"keyPoint":"韩国券商股业绩将再创历史新高，提及具体日期和策略"},{"id":"x:2073903800847638927","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T22:56:12+00:00","text":"关于三星和SK可能面临美国投资压力的文章。具体消息传出时，足以成为调整的理由。\n\n1. 特朗普的100%关税牌尚未失效。年初特朗普曾威胁对不在美国建厂的内存企业征收100%关税，实际针对三星和SK。目前只是暂缓，并未废除。\n\n2. 800万亿韩元对比对美投资60万亿，美国施压理由充分。三星泰勒工厂370亿美元（约57万亿韩元），SK印第安纳封装38.7亿美元（约6万亿韩元）。与韩国国内800万亿韩元投资相比显得较小，业界认为美国会借此发难。\n\n3. SK海力士更需谨慎的原因。…","tickers":["$NVDA","$TSM"],"direction":"bear","category":"半导体","url":"https://x.com/mindmoon_108/status/2073903800847638927","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":15,"retweets":1,"views":1874},"score":8.336363938404512,"keyPoint":"美国可能对三星SK加大投资施压"},{"id":"x:2073901234575253733","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T22:46:00+00:00","text":"由于KOSPI的PER估值处于历史低点，我认为很难出现无条件式的季末级暴跌。（只是认为很难无止境地下跌。）虽然波动性大，随之会有痛苦，但以下策略仍然有效：1. 大致在箱体区间内波动并积蓄力量。2. 如果急跌就会变便宜，短期买入或逐步收集。不过，我不能说'现在'是积极交易、一次性大量投入资金的区间。","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/admi_alts/status/2073901234575253733","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":88,"retweets":4,"views":10155},"score":9.225819942824568,"keyPoint":"KOSPI PER估值处于历史低点，认为难以持续暴跌"},{"id":"x:2073900988948529422","author":"Gaetano","handle":"crux_capital_","ts":"2026-07-05T22:45:01+00:00","text":"我们能不能不要再重复‘CPO对NVDA延迟了，所以这对所有光学股都是利空’这套说法了。拜托。这说不通。","tickers":["$NVDA"],"direction":"bear","category":"AI算力","url":"https://x.com/crux_capital_/status/2073900988948529422","sourceType":"x","authorCat":"半导体/AI算力 · Physical AI","engagement":{"likes":100,"retweets":0,"views":15347},"score":10.438740451366844,"keyPoint":"不要重复CPO延迟对NVDA利空的观点"},{"id":"x:2073900982816448646","author":"admi_alts","handle":"admi_alts","ts":"2026-07-05T22:45:00+00:00","text":"人类真是充满矛盾。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/admi_alts/status/2073900982816448646","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":38,"retweets":2,"views":6886},"keyPoint":"人类真是充满矛盾。"},{"id":"x:2073900191770624306","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-05T22:41:51+00:00","text":"每当工程师们持否定态度时，那里就存在机会。灯下黑比想象中更暗，产业需求与市场移动之间存在温差！虽然现在所有人都蜂拥而入，看似正在上演过度竞争的市场，但我认为拥有充足积压订单的企业将展现出积极的数字！","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/Semicon_player/status/2073900191770624306","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":63,"retweets":4,"views":10780},"score":9.58554060453912,"keyPoint":"工程师负面时存在机会，需求与市场有温差"},{"id":"x:2073898317822722167","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T22:34:24+00:00","text":"RT @PolarisLog: 7月韩国股市有点可疑？请将持有的资产全部‘这样’操作\n（李亨洙）\n\n- 第二季度美光上涨240%，SK海力士上涨238%，三星电子上涨100%，市场已经过热到极致\n\n- 上涨…","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073898317822722167","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":211,"retweets":27,"views":30787},"score":10.334880282654208,"keyPoint":"转推韩文内容，提及韩国股市过热及个股涨幅"},{"id":"x:2073897373294895543","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T22:30:39+00:00","text":"RT @Breadlee_FRM: 啊，突然想起了往事。父亲说这是安企部只告诉少数人的高级情报，然后莫名其妙地大量买入了垃圾股。结果显而易见。当然亏得很惨。之后父亲一年多晚上都安静地…","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/mindmoon_108/status/2073897373294895543","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":267,"retweets":25,"views":34165},"keyPoint":"回忆父亲根据内幕消息买入垃圾股后亏损"},{"id":"x:2073896852009992608","author":"Jonah Lupton","handle":"JonahLupton","ts":"2026-07-05T22:28:35+00:00","text":"几个错过AI交易的人正在试图给AI股票喊顶……说实话这让我觉得好笑。我认为，我们仍处于AI的第二节，甚至当你停下来思考10-20年后世界和科技生态可能的样子时，可能还是第一节。大多数行业和公司才刚刚开始将AI整合到业务、工作流、产品中，中小企业更是如此。我们还没有大规模部署人形机器人，没有大规模部署Robotaxi，也没有AGI。大多数消费者仍把LLM当作高级搜索引擎。内存公司EPS能否继续同比增长900%？可能不会，但如果这是看空的唯一理由，那你是在害自己。…","tickers":["$META","$SPCX"],"direction":"bull","category":"AI算力","url":"https://x.com/JonahLupton/status/2073896852009992608","sourceType":"x","authorCat":"成长股/选股 · long/short","engagement":{"likes":116,"retweets":4,"views":20163},"score":10.711654115202522,"keyPoint":"AI仍处早期，看多AI资本支出受益股"},{"id":"x:2073894101012169061","author":"DONS","handle":"dons_korea","ts":"2026-07-05T22:17:39+00:00","text":"RT @mindmoon_108: [特朗普投资组合近况]\nMETA 比重增加 & 债券·分红 ETF 比重扩大\n\n1. 美国政府伦理办公室(OGE)于5日公开了唐纳德·特朗普总统的交易申报。2025年年度财产申报书及4·5月定期交易…","tickers":["$META"],"direction":"bull","category":"宏观","url":"https://x.com/dons_korea/status/2073894101012169061","sourceType":"x","authorCat":"宏观/流动性 · 韩国宏观","engagement":{"likes":22,"retweets":5,"views":3078},"score":8.8323601479245,"keyPoint":"特朗普投资组合增持META及债券分红ETF"},{"id":"x:2073892178943004893","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T22:10:01+00:00","text":"转推 @aleabitoreddit: 看到一份来自SVRC Research的有趣报告，名为《2026年机器人现状》，发表于四月。其中列出了……","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073892178943004893","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":882,"retweets":82,"views":169087},"score":12.038174568441942,"keyPoint":"转推提及SVRC Research的2026年机器人报告"},{"id":"x:2073891018848748033","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T22:05:24+00:00","text":"[特朗普投资组合近况]\nMETA 比重增加 & 债券·分红 ETF 比重扩大\n\n1. 美国政府道德办公室(OGE)于5日公开了唐纳德·特朗普总统的交易申报。共3份文件：2025年年度财产申报表及4·5月定期交易明细报告。\n\n2. 4月17日分别买入Meta和微软各500万~2500万美元。是两个月交易中屈指可数的大额买入。Nvidia和Broadcom也在4·5月多次买入，Palantir也持续被纳入。\n\n3. 5月下旬，相比个股，债券·ETF比重扩大更为显著。…","tickers":["$AMZN","$AVGO","$AXP","$JPM","$META","$MSFT","$NVDA","$PLTR","$V","$VIG"],"direction":"bull","category":"宏观","url":"https://x.com/mindmoon_108/status/2073891018848748033","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":22,"retweets":5,"views":3078},"score":8.8323601479245,"keyPoint":"特朗普投资组合披露：增持META、MSFT等，扩大债券ETF"},{"id":"x:2073890864628421111","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-05T22:04:47+00:00","text":"1. 对NPO供应链看多。\n2. NVIDIA Rubin Ultra的规格下调标志着NVIDIA性能护城河的侵蚀。\n3. 对CPO供应链看空。\n4. 大赢家：AMD和TPU生态系统？","tickers":["$AMD","$NVDA"],"direction":"neutral","category":"半导体","url":"https://x.com/jukan05/status/2073890864628421111","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":408,"retweets":26,"views":116068},"score":12.461940120834903,"keyPoint":"NPO供应链看多，CPO供应链看空，Rubin Ultra规格下调"},{"id":"x:2073888752800526392","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-05T21:56:24+00:00","text":"GPT-5.6 做出了一个新的数学发现？？","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/jukan05/status/2073888752800526392","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":238,"retweets":2,"views":57585},"score":11.26103476158564,"keyPoint":"GPT-5.6 做出了新的数学发现"},{"id":"x:2073885638026539302","author":"Mooni Insight 💫","handle":"Semicon_player","ts":"2026-07-05T21:44:01+00:00","text":"RT @BSPK_: 如果无法开发前沿模型，至少应在本国数据中心进行服务。所有发达国家都将建设国家数据中心。","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/Semicon_player/status/2073885638026539302","sourceType":"x","authorCat":"半导体/AI算力 · 半导体","engagement":{"likes":97,"retweets":10,"views":9700},"score":9.479984251961284,"keyPoint":"前沿模型若无法开发，至少应在本地数据中心服务"},{"id":"x:2073885360539750431","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:42:55+00:00","text":"RT @jukan05: 这非常有趣。如果英特尔的战略转型成功，它可能颠覆与台积电之间的力量平衡。但……","tickers":["$INTC","$TSM"],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2073885360539750431","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":658,"retweets":60,"views":135194},"score":12.61447345965862,"keyPoint":"若英特尔战略转型成功，可能颠覆台积电的平衡"},{"id":"x:2073879760737091733","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:20:40+00:00","text":"RT @blazingbees: 有报道称，联想首次将中国YMTC SSD搭载于全球笔记本电脑产品并开始出货。此前仅在中国内销型号中搭载。\n\n联想是中国公司，所以我认为这完全有可能。不过，中国半导体公司也在内销…","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2073879760737091733","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":43,"retweets":2,"views":4796},"score":8.775746001502064,"keyPoint":"联想首次将中国YMTC SSD用于全球笔记本"},{"id":"x:2073877349943427284","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:11:05+00:00","text":"RT @CurbsideCroaker: 我认为大萧条并非来自金融管道、循环出资甚至就业问题，而是来自财产权侵犯。因此，与其说是恐慌，不如说是惊慌如何？私有财产权被超乎想象地侵犯，以至于人们……","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073877349943427284","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":89,"retweets":12,"views":6182},"score":8.729558869558568,"keyPoint":"作者认为大萧条源于财产权侵犯而非金融或就业问题"},{"id":"x:2073877121072828899","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:10:11+00:00","text":"RT @Alisvolatprop12: 如果总统先生希望积极促进AI数据中心在韩国的引进和建设，请强烈责成气候能源环境部，该部门在法案制定两年后仍未制定政府公告。在美国，超大规模数据中心...","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/mindmoon_108/status/2073877121072828899","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":326,"retweets":49,"views":24690},"score":10.114194083746655,"keyPoint":"呼吁总统责成气候能源环境部制定AI数据中心相关政府公告"},{"id":"x:2073876975652102500","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:09:36+00:00","text":"转推 @aleabitoreddit: 泄露的Anthropic文件显示其计划从澳大利亚获取1.4GW容量，金额约216亿美元。最近$IREN、$SHAZ...","tickers":["$IREN","$SHAZ"],"direction":"neutral","category":"AI算力","url":"https://x.com/mindmoon_108/status/2073876975652102500","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":2428,"retweets":161,"views":954197},"score":14.068626476065301,"keyPoint":"Anthropic计划从澳洲获取1.4GW容量，约216亿美元"},{"id":"x:2073876720487416132","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T21:08:35+00:00","text":"RT @artinmemes: 我说什么来着，海力士的承销商都得炒热气氛。承销商之一的美银研报来了：1. Meta削减存储芯片订单传闻不可信；2. Meta卖算力不代表算力过剩；3. 长鑫短期不足为惧；4. 韩国内存产业没见顶，2033年之前看不到真正的供给过剩。我的具体操…","tickers":[],"direction":"neutral","category":"半导体","url":"https://x.com/mindmoon_108/status/2073876720487416132","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":483,"retweets":73,"views":82650},"score":11.622382202389527,"keyPoint":"海力士承销商美银研报称存储芯片需求未减"},{"id":"x:2073875817327694193","author":"SpotGamma","handle":"SpotGamma","ts":"2026-07-05T21:05:00+00:00","text":"上周显示资金持续从半导体股轮出，短期期权主导主要指数。更多内容请参阅我们的每周通讯：https://t.co/JTqUGT327s","tickers":[],"direction":"neutral","category":"期权Vol","url":"https://x.com/SpotGamma/status/2073875817327694193","sourceType":"x","authorCat":"期权/市场结构 · gamma flow","engagement":{"likes":35,"retweets":6,"views":12552},"score":9.437714959818209,"keyPoint":"上周资金持续从半导体股轮出，短期期权主导指数"},{"id":"x:2073874671498387899","author":"SemiAnalysis","handle":"SemiAnalysis_","ts":"2026-07-05T21:00:27+00:00","text":"重大延迟：就在Jensen在GTC上演示Kyber NVL144仅3个月后，该项目遭遇重大挫折，已被推迟超过12个月，推迟至2028年。下文我们将解释为何Kyber遭遇重大延迟，以及为何NVIDIA的NVL72x2背靠背机架架构也被取消，导致Rubin Ultra的扩展域受限。👇️ 1/6🧵","tickers":["$NVDA"],"direction":"bear","category":"AI算力","url":"https://x.com/SemiAnalysis_/status/2073874671498387899","sourceType":"x","authorCat":"半导体/AI算力 · 产业研究","engagement":{"likes":679,"retweets":77,"views":432267},"score":13.776801045246469,"keyPoint":"Kyber NVL144延迟超12个月至2028年"},{"id":"x:2073867745243127973","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-05T20:32:55+00:00","text":"看到一份SVRC Research在4月发布的名为《2026年机器人行业状况》的有趣报告。其中列出：1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI 作为美国机器人项目的国家冠军。…","tickers":["$AMZN","$CCXI","$FDX","$FORD","$GM","$TSLA"],"direction":"bull","category":"AI算力","url":"https://x.com/aleabitoreddit/status/2073867745243127973","sourceType":"x","authorCat":"半导体/AI算力 · CPO/光通信","engagement":{"likes":882,"retweets":81,"views":168837},"score":12.836694954292044,"keyPoint":"SVRC报告列出美国机器人国家冠军企业名单"},{"id":"x:2073863675056713921","author":"modest proposal","handle":"modestproposal1","ts":"2026-07-05T20:16:45+00:00","text":"我看着PK的每一步停顿。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/modestproposal1/status/2073863675056713921","sourceType":"x","authorCat":"估值/基本面 · PM深度","engagement":{"likes":23,"retweets":1,"views":5462},"keyPoint":"作者观看PK的每一步停顿"},{"id":"x:2073862297194234062","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-05T20:11:16+00:00","text":"RT @dampedspring: 扎实的一期节目。我5个月前就记下了其中许多建议，特别是分层IORB以处理过剩…","tickers":[],"direction":"neutral","category":"其他","url":"https://x.com/JackFarley96/status/2073862297194234062","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":36,"retweets":4,"views":25971},"score":10.164774313628378,"keyPoint":"转推称赞节目并提及分层IORB建议"},{"id":"x:2073845167929368785","author":"Beth Kindig","handle":"beth_kindig","ts":"2026-07-05T19:03:12+00:00","text":"","tickers":["$AMZN","$GLW","$GOOG","$META","$MSFT","$NVDA"],"direction":"bull","category":"AI算力","url":"https://x.com/beth_kindig/status/2073845167929368785","sourceType":"x","authorCat":"半导体/AI算力 · 软件+数据","engagement":{"likes":143,"retweets":12,"views":19127},"score":10.658908509138161,"keyPoint":"多数来源预测AI新增电力每年翻倍，GPU部署同步"},{"id":"x:2073842831991386373","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-05T18:53:55+00:00","text":"现已发布——美联储如何缩减其庞大的资产负债表并避免融资波动：达雷尔·达菲的四步方案！关于流动性监管、市场操作、分层等极其重要（且高级）的话题。苹果播客链接 Spotify链接","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/JackFarley96/status/2073842831991386373","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":34,"retweets":5,"views":30223},"score":10.616391589741292,"keyPoint":"达雷尔·达菲提出美联储缩表并避免融资波动的四步方案"},{"id":"x:2073825639698751832","author":"modest proposal","handle":"modestproposal1","ts":"2026-07-05T17:45:36+00:00","text":"FIFA能否给巴拉圭9张黄牌并取消奥利塞的黄牌","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/modestproposal1/status/2073825639698751832","sourceType":"x","authorCat":"估值/基本面 · PM深度","engagement":{"likes":46,"retweets":0,"views":8359},"keyPoint":"FIFA能否给巴拉圭9张黄牌并取消奥利塞的黄牌"},{"id":"x:2073820954841530876","author":"modest proposal","handle":"modestproposal1","ts":"2026-07-05T17:27:00+00:00","text":"顺便说一句，它们被称为自由华夫饼。","tickers":[],"direction":"neutral","category":"段子闲聊","url":"https://x.com/modestproposal1/status/2073820954841530876","sourceType":"x","authorCat":"估值/基本面 · PM深度","engagement":{"likes":16,"retweets":2,"views":5974},"keyPoint":"称其为自由华夫饼"},{"id":"x:2073799107945365796","author":"부산아재","handle":"Busanaz1","ts":"2026-07-05T16:00:11+00:00","text":"由于劳动力供给的减少，劳动紧张度可能不会像预期那样快速缓解。6月份非经济活动人口的增加，仅用退休人员无法解释。*第一张照片，仅绿色线为辅助轴。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/Busanaz1/status/2073799107945365796","sourceType":"x","authorCat":"宏观/流动性 · 经济随笔","engagement":{"likes":20,"retweets":0,"views":3239},"score":8.383328608786377,"keyPoint":"劳动力供给减少，劳动紧张度可能不会快速缓解"},{"id":"x:2073793206408667392","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-05T15:36:44+00:00","text":"关于内存的一些综合更新：\n- $MU 牵头在广岛新增1.5万亿日元投资，约93亿美元。（对Disco、Advantest、Resonac、Towa是看涨传导，因为资本支出本地化。）\n- 摩根士丹利指出NAND将持续短缺至2027年，因此$SNDK / Kioxia这类玩家以及$SIMO和上游企业受益。\n- 摩根士丹利对Macronix/Winbond尤其乐观。\n- 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人形机器人市场展望上调]\n\n2026年全球人形机器人出货量预测较此前上调，预计从2025年的17,500台增至2026年约49,650台（约50,000台），增长超过一倍。\n\n2027年100,800台\n2028年190,000台\n2029年337,500台\n2030年700,500台，呈现陡峭增长曲线。\n\n按地区看，中国占据初期出货量大部分，美国从2029-2030年左右起比重增大。…","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/dons_korea/status/2073738877727121468","sourceType":"x","authorCat":"宏观/流动性 · 韩国宏观","engagement":{"likes":42,"retweets":8,"views":4440},"score":8.698634855292102,"keyPoint":"德银上调人形机器人出货量预测，2026年翻倍"},{"id":"x:2073737166505627858","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-05T11:54:03+00:00","text":"现已发布——即使相对于其730亿美元的管理资产规模，Clarion Partners的Josh Pristaw认为，投资AI数据中心的支票规模仍然过高。","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/JackFarley96/status/2073737166505627858","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":3,"retweets":1,"views":3308},"score":8.404401307921614,"keyPoint":"Clarion 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红色带上方过度拉伸，当前的回调预计将提供未来的逢低买入机会。","tickers":["$NOK"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073699153067347975","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":87,"retweets":4,"views":12909},"score":9.765757483840689,"keyPoint":"NOK长期趋势反转后处于抛物线上升，回调提供买入机会"},{"id":"x:2073695419117535254","author":"DONS","handle":"dons_korea","ts":"2026-07-05T09:08:09+00:00","text":"[决定工业AI胜出的五大因素]\n\n工业AI与语言AI不同，不容易通用化。语言模型任何人都可以类似地复制，价格快速下降，但工业AI并非如此。同时，具备以下五点的企业将处于稳固的竞争优势，而只具备一两点的公司最终会被通用化并淘汰。\n\n1. 基于物理的设计 (Physics-based architecture)\n语言AI只需增加数据性能就会持续提升，但工业AI无法超越物理定律。必须从一开始就将材料特性、热力学、机械公差反映到设计中。忽视现实世界物理意味着根本无法运作。…","tickers":[],"direction":"neutral","category":"AI算力","url":"https://x.com/dons_korea/status/2073695419117535254","sourceType":"x","authorCat":"宏观/流动性 · 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$SMTC等，并坦诚地分享了我目前的看法。如果你愿意可以看看。","tickers":["$AAOI","$AEHR","$GLW","$SIVE","$SMTC","$aaoi","$aehr","$glw","$sive","$smtc"],"direction":"bull","category":"美股个股","url":"https://x.com/crux_capital_/status/2073642453287276760","sourceType":"x","authorCat":"半导体/AI算力 · Physical AI","engagement":{"likes":56,"retweets":1,"views":20464},"score":10.726471388926504,"keyPoint":"作者分享近期买入的几只股票及看法"},{"id":"x:2073628688923713722","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-05T04:43:00+00:00","text":"我愚蠢简单的致富策略：（2026年7月5日）\n1. 买入优质公司的股票。只关注基本面强劲、具有持久竞争优势和优秀管理层的高质量企业。这些是唯一能在每次市场回撤和经济风暴中生存并繁荣的公司。\n2. 在散户怀疑或恐惧时，在重大下跌期间更积极地积累（以实现复利增长）。我根据自己的指标买入和积累，而不是根据头条新闻。\n3. 集中投资于少数几只股票——分散投资是给胆小者的。真正的财富来自对少数赢家的信念。\n4. 积极加大仓位——这是迄今为止最重要的一步。…","tickers":["$AMD","$NVDA","$PLTR"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073628688923713722","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":240,"retweets":19,"views":20363},"score":10.721523915022228,"keyPoint":"作者分享简单致富策略：买入优质公司并重仓持有"},{"id":"x:2073625597138645488","author":"심월","handle":"mindmoon_108","ts":"2026-07-05T04:30:43+00:00","text":"RT @Alisvolatprop12: 在中国，仅政府就将在5年内投入450万亿韩元用于国家AIDC。我说过多少次了。长鑫和长江存储等能向中国境外出口的内存是不存在的。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/mindmoon_108/status/2073625597138645488","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":308,"retweets":46,"views":23441},"score":10.362284564283126,"keyPoint":"中国5年450万亿韩元政府资金投入国家AIDC"},{"id":"x:2073604854048862521","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-05T03:08:17+00:00","text":"$OSCR (2026年7月5日-日线图更新)\n\n红色蜡烛有时可能是波动性股票的假突破，通常由价格波动引起。这就是为什么我更喜欢使用我的指标——Volatility Hole。当价格突破这些波动性空洞时产生的所有买入信号都非常准确。话虽如此，我不会称它们100%准确，因为没有信号是完美的。但胜率极高，这就是为什么在散户怀疑和恐惧中我仍然信任它们！\n\n$OSCR 仍然是我们社区中最容易赚钱的股票之一：只需买入、积累、耐心持有，让时间复利。…","tickers":["$LEE","$OSCR"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073604854048862521","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":62,"retweets":2,"views":8204},"score":9.312499003524191,"keyPoint":"OSCR 是社区最易赚钱的股票，买入持有即可"},{"id":"x:2073602456886337718","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-05T02:58:46+00:00","text":"欧洲人愤怒的是，尽管他们仅占世界人口的5.5%，却仍占据全球资本品出口的43%。而中国占世界人口的16%，出口份额为24%！记住：无论他们如何抱怨，中国人如何沾沾自喜，这本质上是一个*在位霸主*的故事。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/teortaxesTex/status/2073602456886337718","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":413,"retweets":38,"views":17646},"score":10.078321076243235,"keyPoint":"欧洲占全球资本品出口43%，中国占24%"},{"id":"x:2073599496337203433","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-05T02:47:00+00:00","text":"$OSCR (2026年7月5日-周线图)\n\n在2024至2026年间，股价在11美元至24美元区间盘整了整整两年，随后最终突破。没有多少散户投资者有那样的耐心。\n\n当我在2025年分享从14美元到18美元的多层买入订单时，很多人取消订阅，因为该股在接下来一周甚至一个月都没有上涨。但那些留下来的人——你们的耐心和信念现在得到了回报。\n\n我们才刚刚开始。我的第一个目标是39美元。\n\n对于那些取消关注或取消订阅的人，没有恶意——我祝你们一切顺利。…","tickers":["$OSCR"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073599496337203433","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":120,"retweets":1,"views":14969},"score":9.913803477413675,"keyPoint":"OSCR经历两年盘整后突破，作者看多至39美元。"},{"id":"x:2073581276116762692","author":"DONS","handle":"dons_korea","ts":"2026-07-05T01:34:36+00:00","text":"[从铁路到AI：推动巨大技术变革的金融进化]\n\n1. 铁路时代 (1830~1900)\n核心金融工具：1种（长期基础设施债券）\n当时铺设铁路需要巨额资金和长时间。国家或企业仅以长期债券作为主要武器筹集资金。金融结构相对简单的时期。\n\n2. 互联网时代 (1995~2005)\n核心金融工具：2种（风险成长股权投资及IT企业并购）\n以互联网泡沫为代表的互联网时代，投资科技初创企业的风投股权投资，以及规模扩大的企业相互收购的M&A是核心资金来源。金融方式有2种。…","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/dons_korea/status/2073581276116762692","sourceType":"x","authorCat":"宏观/流动性 · 韩国宏观","engagement":{"likes":89,"retweets":16,"views":7849},"score":9.268268810776455,"keyPoint":"AI时代需多种金融工具同时支持基础设施建设"},{"id":"x:2073572622080864385","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-05T01:00:12+00:00","text":"为什么韩国KOSPI指数出现剧烈波动：https://t.co/DCVpjWfjy4","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/jukan05/status/2073572622080864385","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":3,"retweets":0,"views":1438},"score":7.571703706887368,"keyPoint":"韩国KOSPI指数出现剧烈波动"},{"id":"x:2073529549187592210","author":"심월","handle":"mindmoon_108","ts":"2026-07-04T22:09:03+00:00","text":"RT @supernovajunn: 我也认同的是，Solana正试图摆脱迷因币发射台（骗局制造机）的污名，在这个重要转折点上如此公开地推广迷因币，似乎有点偏离重点。以Backpack和Jupiter为主，传统金融及…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/mindmoon_108/status/2073529549187592210","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":26,"retweets":1,"views":2977},"score":7.999007213243955,"keyPoint":"Solana在摆脱迷因币污名的关键节点公开推广迷因币"},{"id":"x:2073513874733817878","author":"Gaetano","handle":"crux_capital_","ts":"2026-07-04T21:06:46+00:00","text":"有人在当前价位买入$NUAI吗？","tickers":["$NUAI"],"direction":"neutral","category":"美股个股","url":"https://x.com/crux_capital_/status/2073513874733817878","sourceType":"x","authorCat":"半导体/AI算力 · Physical AI","engagement":{"likes":26,"retweets":0,"views":9021},"score":9.407421317968343,"keyPoint":"询问是否有人在当前价位买入$NUAI"},{"id":"x:2073505658087920041","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T20:34:07+00:00","text":"我真的很怀疑他们进口超过1.5 mb/d用于储备。乐观来看，对非ICE交通等领域的优先排序可以再削减1 mb/d。那么从13亿+的基准线来看，每天还有3 mb/d的消耗？433天。也许不到1年。我认为他们会更早开始购买。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/teortaxesTex/status/2073505658087920041","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":7,"retweets":1,"views":2255},"score":8.021348612617949,"keyPoint":"质疑进口量超1.5 mb/d用于储备，认为将提前购买"},{"id":"x:2073488478860447763","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-04T19:25:51+00:00","text":"RT @PodcastAlphaX: Erik YWR @erik_ywr 在《货币事务》节目中表示：这是一场盈利繁荣，而不是1999年的泡沫。思科在1999年以50倍市盈率交易...","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/JackFarley96/status/2073488478860447763","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":7,"retweets":1,"views":3844},"score":8.554528881939746,"keyPoint":"当前是盈利繁荣，非1999年泡沫"},{"id":"x:2073453282987585867","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-04T17:06:00+00:00","text":"$QCOM (2026年7月5日-周线图)\n\n上一次波动率空洞与黄色蜡烛共同标记了$QCOM的临时顶部。\n\n目前，$175.50和$152.90处两根最长的动量柱正作为关键支撑位。\n\n上行方面，$195区域看涨红色带的上边界构成近期阻力。","tickers":["$QCOM"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073453282987585867","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":51,"retweets":0,"views":11733},"score":9.670245889485805,"keyPoint":"QCOM周线图显示关键支撑与阻力位"},{"id":"x:2073428708401041746","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-04T15:28:21+00:00","text":"RT @0xVeryBigOrange: 我不太看好 Circle 这类稳定币模式的长期空间。未来稳定币大概率分两条路：1. 非监管路线走到底。比如 USDT。它解决的是全球灰色资金、跨境结算、弱金融体系里的真实刚需。很多人不是因为它“合规”才用它，而是因为它好用、流动性强。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073428708401041746","sourceType":"x","authorCat":"加密","engagement":{"likes":29,"retweets":3,"views":18131},"score":9.80543361206074,"keyPoint":"不看好Circle等稳定币模式的长期空间"},{"id":"x:2073395653225627939","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-04T13:17:00+00:00","text":"与 @ericwallerstein 在 @MTSlive 上同 @maxwiethe 坐下来交流，他认为市场定价美联储今年多次加息是完全错误的：00:40 Kevin Warsh 对美联储的愿景；05:30 \"目前没有理由认为加息是合理的\"；8:00 美联储 2.0% 目标；17:00 资产负债表 https://t.co/Ng0LUiXR7I","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/JackFarley96/status/2073395653225627939","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":48,"retweets":2,"views":17241},"score":10.055103546769871,"keyPoint":"嘉宾认为市场定价美联储多次加息是错误的"},{"id":"x:2073389974179733725","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-04T12:54:26+00:00","text":"RT @0xVeryBigOrange: 我不太看好 Circle 这类稳定币模式的长期空间。\n\n未来稳定币大概率分两条路：\n\n1. 非监管路线走到底。\n比如 USDT。它解决的是全球灰色资金、跨境结算、弱金融体系里的真实刚需。很多人不是因为它“合规”才用它，而是因为它好用、流通广、能绕过传统金融限制。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073389974179733725","sourceType":"x","authorCat":"加密","engagement":{"likes":18,"retweets":1,"views":5792},"score":8.664405571096625,"keyPoint":"不看好Circle等稳定币模式的长期空间"},{"id":"x:2073376705386107306","author":"努力赚钱的菜狗","handle":"jiroucaigou","ts":"2026-07-04T12:01:42+00:00","text":"很多人懊悔自己为什么没早期投资英伟达这样的神股，但是从来没分析过这些神股都有什么特征\n\nNVDA: 170倍\nAMD:110倍\nMU: 80倍\nFIX / DRS:50倍\nAXON: 43倍\nANET: 40倍\nSHOP: 38倍\nTSLA: 28倍\nAVGO:22倍\nENPH / NTRA:22倍\n\n共同特征：\n1.几乎所有涨幅top的股票，都深度绑定在重大的技术浪潮中\n2.从硬件转型可复购模式的公司，表现会更好\n3.所有的大牛股都经历过几次50%以上多的大回撤\n4.…","tickers":["$AMD","$ANET","$AVGO","$AXON","$ENPH","$MU","$NTRA","$NVDA","$SHOP","$TSLA"],"direction":"bull","category":"美股个股","url":"https://x.com/jiroucaigou/status/2073376705386107306","sourceType":"x","authorCat":"加密 · 空投/投研","engagement":{"likes":30,"retweets":0,"views":1107},"score":7.810311867307229,"keyPoint":"总结英伟达等大牛股共同特征"},{"id":"x:2073375910573613380","author":"Jack Farley","handle":"JackFarley96","ts":"2026-07-04T11:58:33+00:00","text":"如果美联储真的想要大幅缩减其资产负债表，它需要做出一些可能被视为激进的重大改变。我采访了一位“Whiz”（Wizard的简称），他详细告诉我这将会是什么样子。明天播出。超级重要且高于平均水平。","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/JackFarley96/status/2073375910573613380","sourceType":"x","authorCat":"宏观/流动性 · 流动性","engagement":{"likes":11,"retweets":0,"views":2710},"score":8.205072849498666,"keyPoint":"美联储若想大幅缩表需做出激进改变"},{"id":"x:2073349484092719581","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-04T10:13:32+00:00","text":"我不太看好 Circle 这类稳定币模式的长期空间。未来稳定币大概率分两条路：1. 非监管路线走到底，比如 USDT，解决全球灰色资金、跨境结算、弱金融体系里的真实刚需。2. 合规化路线，核心问题是底层美债收益归谁。现在很多稳定币用户贡献 AUM，项目方拿去买短债，把 3%-4% 的无风险收益留给自己。USD1 也是类似逻辑，底层收益大概率团队拿走，通过 WLFI 代币给用户收益叙事。…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073349484092719581","sourceType":"x","authorCat":"加密","engagement":{"likes":18,"retweets":1,"views":5792},"score":8.664405571096625,"keyPoint":"不看好Circle等稳定币模式的长期空间"},{"id":"x:2073322420887224500","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-04T08:26:00+00:00","text":"我一直强调，当你选对股票/公司时，要积极加大仓位，这最终取决于你的财务状况、投资组合规模以及你在下跌期间能承受的风险程度。一家基本面扎实、盈利强劲的真正好公司很少会长期被埋没。@sheslee 是我见过的积极建仓的最佳范例之一。我认识她三年，她的信念令人印象深刻。她在2025年多次在$12到$15之间每次仓位调整5,000股$OSCR，在下跌时多次买入。这种纪律性让她建立了40万股的头寸。她在$BB上的积极建仓同样引人注目——去年在散户普遍恐惧和怀疑时，她持续稳步买入。…","tickers":["$BB","$OSCR","$PLTR"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073322420887224500","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":93,"retweets":3,"views":11429},"score":9.643996756788857,"keyPoint":"通过重仓正确公司积累财富，以OSCR、BB、PLTR为例"},{"id":"x:2073319400900329806","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-04T08:14:00+00:00","text":"$LITE（2026年7月4日周线图）。黄色蜡烛标记的最后一个波动低点，在$1,000附近为$LITE形成了一个临时顶部。此后，该股价格动能逐渐减弱。看涨红色带的下边界目前位于$720-$730。$LITE需要守住该区域上方，以避免形成中期下行趋势。跌破可能加速疲软，根据我的另一个系统，$697是下一个关键动能支撑位。","tickers":["$LITE"],"direction":"bear","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073319400900329806","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":30,"retweets":0,"views":9371},"score":9.445481799627688,"keyPoint":"LITE需守住720-730美元区域避免中期下行趋势"},{"id":"x:2073302628402876881","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-04T07:07:21+00:00","text":"今天用BTC买回了5000BNB（图1），相比较我之前卖出的汇率价格，大概多赚18%的BNB本位。买回的逻辑是我自己用了币安做美股交易后，杠杆实在太舒服了，对传统美股证券的杠杆是降维打击，根本不会在想回到IB or 富途用期权去加杠杆，具体逻辑看图2。","tickers":["$BNB","$BTC"],"direction":"bull","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073302628402876881","sourceType":"x","authorCat":"加密","engagement":{"likes":55,"retweets":2,"views":37683},"score":10.536990880168558,"keyPoint":"用BTC买回5000BNB，多赚18%BNB本位"},{"id":"x:2073291689830260910","author":"admi_alts","handle":"admi_alts","ts":"2026-07-04T06:23:53+00:00","text":"不知不觉，距离比特币下一次减半大约还有600天左右。下一次减半是在2028年4月。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/admi_alts/status/2073291689830260910","sourceType":"x","authorCat":"其他 · 经济/哲学","engagement":{"likes":59,"retweets":2,"views":11990},"score":9.391911647379434,"keyPoint":"比特币下次减半约剩600天，预计2028年4月"},{"id":"x:2073286638810132598","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T06:03:49+00:00","text":"“我们几乎跟不上模型研究的步伐，”他说，并补充说该实验室的重点是突破性架构，而非系统集成。\n\nMoonshot是一个令人生畏的实验室，因为他们可能是*唯一*完全、迫切地更新了DeepSeek时刻的实验室。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073286638810132598","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":35,"retweets":2,"views":4621},"score":8.738582790834327,"keyPoint":"Moonshot是唯一全面更新DeepSeek时刻的实验室"},{"id":"x:2073278270057972052","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T05:30:33+00:00","text":"> deepseek-v4-pro-202606\n> deepseek-v4-flash-202605\n看起来 V4 发布版即将到来，DeepSeek 的编码计划也是如此。只不过……仍然是按 token 计费？圣梁和 @victor207755822 是真正的道之践行者……有人能验证一下吗？这家伙没有回复 https://t.co/5ck9o1vL0i","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073278270057972052","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":93,"retweets":3,"views":12885},"score":9.763896729698589,"keyPoint":"DeepSeek V4 发布版和编码计划即将到来"},{"id":"x:2073276619188294010","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-04T05:24:00+00:00","text":"$RKLB（7月4日，周线图）\n\n$RKLB的周线图显示强劲的看涨动能，红色带状指标持续展开。每次股价触及下边界并找到支撑时，都会触发一轮强劲的新涨势。\n\n目前，该关键下边界位于80美元附近——倒数第二根周线蜡烛刚刚触及该位置，随后大幅反弹。\n\n在正确的股票中，频繁进出交易往往会损害长期收益。更明智的做法是在确认的回调中利用可靠信号仓位调整。这种复利方法才是真正财富的构建方式——不是通过短期倒手，而是凭借耐心和长期视野。","tickers":["$RKLB"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073276619188294010","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":115,"retweets":7,"views":15069},"score":9.920461291620542,"keyPoint":"RKLB周线显示强劲看涨动能，关键支撑位约80美元。"},{"id":"x:2073266186419405036","author":"Gaetano","handle":"crux_capital_","ts":"2026-07-04T04:42:32+00:00","text":"冲 $NOK！","tickers":["$NOK"],"direction":"bull","category":"美股个股","url":"https://x.com/crux_capital_/status/2073266186419405036","sourceType":"x","authorCat":"半导体/AI算力 · Physical AI","engagement":{"likes":62,"retweets":0,"views":14283},"score":9.866895308714339,"keyPoint":"看好诺基亚"},{"id":"x:2073261530968170574","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T04:24:02+00:00","text":"LongCat的权重已在Hugging Face上发布。这是已知最大的在非西方芯片上进行的预训练。如果美利坚鹰派不仅仅是自我安慰的商人，他们会确保这个东西被认真评估，重点关注这对华为堆栈意味着什么（而不是美团的数据专长）。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073261530968170574","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":66,"retweets":3,"views":14739},"score":9.898320165743328,"keyPoint":"LongCat权重发布，为非西方芯片最大预训练"},{"id":"x:2073260536855478458","author":"Danny cheng","handle":"dannycheng2022","ts":"2026-07-04T04:20:05+00:00","text":"$RKLB (2026年7月4日-日线图)\n\n上一次波动率空洞标记了$RKLB的底部，我们的TIER 3社区当时在仓位调整。\n\n回顾来看，这个指标在判断临时顶部或底部方面一直很准——如果你知道如何有效使用它。","tickers":["$RKLB"],"direction":"bull","category":"美股个股","url":"https://x.com/dannycheng2022/status/2073260536855478458","sourceType":"x","authorCat":"成长股/选股 · 图表","engagement":{"likes":90,"retweets":2,"views":13927},"score":9.841656481448025,"keyPoint":"上次波动率空洞标记了RKLB底部，社区在加仓"},{"id":"x:2073259679753412795","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T04:16:41+00:00","text":"提价或逐步转向更封闭的模型是完全分开的事情。A，token倾销一直只是对DeepSeek的回应。B，价格由稀缺算力驱动，这反而使它们*更*可能开源。C，阿里巴巴 != 所谓的开源玩家","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073259679753412795","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":73,"retweets":3,"views":11684},"score":9.666061246972959,"keyPoint":"提价与转向闭源是两回事；阿里不等于开源玩家"},{"id":"x:2073253723170865152","author":"Jukan @ ICML","handle":"jukan05","ts":"2026-07-04T03:53:01+00:00","text":"我不明白为什么中国开源的支持者一直假装看不到正在发生的事情：即使是中国的“开源”玩家也在涨价或逐步转向更封闭的模型。我认为中国的token倾销已经触底。看看智谱，GLM-5.2背后的公司。连智谱今年都已经多次涨价。中国的大语言模型开发者不能永远忽视ROI。开源不等于便宜的API定价。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/jukan05/status/2073253723170865152","sourceType":"x","authorCat":"半导体/AI算力 · 产业链","engagement":{"likes":1154,"retweets":95,"views":225532},"score":12.626221768681418,"keyPoint":"中国开源模型厂商正在涨价或转向封闭"},{"id":"x:2073232667802550306","author":"심월","handle":"mindmoon_108","ts":"2026-07-04T02:29:21+00:00","text":"RT @junssi1982: Claude AI推出疯狂功能\n\n[Claude for Social Media]\n\n只需复制粘贴正在销售产品的网站URL，\n\nClaude AI就会自动分析产品，并生成推广该产品的“数千条”社交媒体帖子。","tickers":[],"direction":"neutral","category":"AI应用","url":"https://x.com/mindmoon_108/status/2073232667802550306","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":2735,"retweets":478,"views":471023},"score":13.062664327114385,"keyPoint":"Claude AI推出社交媒体功能，自动分析产品并生成推广文案"},{"id":"x:2073214596731793496","author":"심월","handle":"mindmoon_108","ts":"2026-07-04T01:17:32+00:00","text":"RT @dons_korea: Michael Burry做空了Nvidia和Micron。\n\nAI半导体调整超过30%，他进行了投机。\n\n我认为这种方式的准确表述不是投资……而是投机。\n\n但很多人只看标题就……","tickers":["$MU","$NVDA"],"direction":"bear","category":"美股个股","url":"https://x.com/mindmoon_108/status/2073214596731793496","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":350,"retweets":74,"views":30098},"score":11.112247227593723,"keyPoint":"Michael Burry做空Nvidia和Micron"},{"id":"x:2073214212424548587","author":"심월","handle":"mindmoon_108","ts":"2026-07-04T01:16:01+00:00","text":"RT @MrMarket89: 未来，由于AI，劳动的价值将趋近于零的时代将会到来。\n\n能够应对美国呈几何级数增长的债务的实际上唯一的解决方案是生产率的爆发式提升，而美国正在将所有赌注押在这一情景上……","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/mindmoon_108/status/2073214212424548587","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":22,"retweets":5,"views":4637},"score":8.742038517815478,"keyPoint":"AI使劳动价值趋零，美国靠生产率提升应对债务"},{"id":"x:2073213420011430006","author":"DONS","handle":"dons_korea","ts":"2026-07-04T01:12:52+00:00","text":"","tickers":["$MSFT","$MU","$NVDA","$TSM"],"direction":"bear","category":"美股个股","url":"https://x.com/dons_korea/status/2073213420011430006","sourceType":"x","authorCat":"宏观/流动性 · 韩国宏观","engagement":{"likes":350,"retweets":74,"views":30077},"score":11.11154928649156,"keyPoint":"Michael Burry做空NVDA和MU，做多MSFT，分析其逻辑"},{"id":"x:2073202039996227707","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-04T00:27:39+00:00","text":"我认为人们高估了通过间谍活动/旧金山派对/澡堂获取的“前沿算法秘密”对中国追赶的重要性，因为他们没有意识到中国在*研究上从未落后那么多*。百度发表了第一篇规模扩展论文。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073202039996227707","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":12,"retweets":0,"views":1646},"score":7.70671073017764,"keyPoint":"中国在AI研究上从未落后太多"},{"id":"x:2073178283697697097","author":"Gaetano","handle":"crux_capital_","ts":"2026-07-03T22:53:15+00:00","text":"我确实买了$QCOM。我接住了飞刀。我在180多和170多买入了一些。非投资建议。","tickers":["$QCOM"],"direction":"bull","category":"美股个股","url":"https://x.com/crux_capital_/status/2073178283697697097","sourceType":"x","authorCat":"半导体/AI算力 · Physical AI","engagement":{"likes":31,"retweets":0,"views":11277},"score":9.630609204367127,"keyPoint":"作者在180s和170s买入$QCOM"},{"id":"x:2073166952218894581","author":"TickerTrends 🔬","handle":"tickerplus","ts":"2026-07-03T22:08:13+00:00","text":"$CROX Crocs凉鞋社交表现持续攀升。Crocs凉鞋与Crocs扣带提及量合计目前同比上升+148%。","tickers":["$CROX"],"direction":"bull","category":"美股个股","url":"https://x.com/tickerplus/status/2073166952218894581","sourceType":"x","authorCat":"美股综合 · 高互动","engagement":{"likes":8,"retweets":0,"views":831},"score":7.0238324408212085,"keyPoint":"Crocs凉鞋社交表现持续上升，提及量同比增148%"},{"id":"x:2073162571201356212","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-03T21:50:49+00:00","text":"我会说大约比Seed落后5个月，但这不错。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073162571201356212","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":41,"retweets":1,"views":3758},"score":8.531908243564178,"keyPoint":"该产品比Seed落后约5个月但表现不错"},{"id":"x:2073158684767560156","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-03T21:35:22+00:00","text":"（半开玩笑）中国人大概已经优化好了他们的内核，他们显然有这方面的能力。在西方硬件上（尤其是本地）实现经济性部署，从“中共”那里拿走的钱比从Dario那里拿走的更多。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2073158684767560156","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":11,"retweets":1,"views":3035},"score":8.318296138515521,"keyPoint":"反讽称中方已优化内核，但西方硬件部署成本更高"},{"id":"x:2073150037379703269","author":"심월","handle":"mindmoon_108","ts":"2026-07-03T21:01:00+00:00","text":"RT @5Xoe6VOn6BHa51k: 现在的年轻人可能难以置信，但我20多岁的时候，有过1美元兑80日元的时期…？朋友去夏威夷，明明没什么必要，只是因为“便宜”就买了卡地亚Santos手表😇现在1美元兑161日元。日元的价值…","tickers":[],"direction":"neutral","category":"宏观","url":"https://x.com/mindmoon_108/status/2073150037379703269","sourceType":"x","authorCat":"半导体/AI算力 · 工艺","engagement":{"likes":13127,"retweets":2428,"views":375226},"score":13.135286455145563,"keyPoint":"日元从1美元兑80日元贬值到161日元"},{"id":"x:2073079477886697568","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-03T16:20:38+00:00","text":"作者晒出自己在币安上SKHYNIXUSDT的20倍全仓多单，感叹币圈永续合约对美股传统杠杆体系是降维打击。美股加高杠杆只能靠期权，但期权杠杆受限且需支付高额权利金给做市商。永续合约没有中间商，多空直接对赌，免去Theta流失。但永续合约存在不可能三角：流动性（杠杆）、ADL（自动仓位调整）、资金费。高杠杆需承担高资金费，免穿仓需引入ADL强制仓位调整。永续合约用粗暴效率暴露了美股期权的高摩擦成本。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073079477886697568","sourceType":"x","authorCat":"加密","engagement":{"likes":40,"retweets":5,"views":19778},"score":9.89237604778141,"keyPoint":"币圈永续合约对比美股期权杠杆体系的优劣分析"},{"id":"x:2073030176934686806","author":"Heohyun","handle":"heoilikj","ts":"2026-07-03T13:04:43+00:00","text":"$NVDA Nvidia大额看涨期权买盘流入。现价：194.83美元（较前日下跌）。核心：2027年1月到期210美元看涨期权出现买盘优势，权利金流入628万美元，成交量9097张。未仓位调整合约对比需下次更新确认。短期观点：RSI 41未过热，较52周高点低17.6%，看似是押注反弹的资金。","tickers":["$NVDA"],"direction":"bull","category":"期权Vol","url":"https://x.com/heoilikj/status/2073030176934686806","sourceType":"x","authorCat":"加密 · 币+股","engagement":{"likes":36,"retweets":3,"views":10435},"score":9.753016646256619,"keyPoint":"Nvidia大额看涨期权买盘流入"},{"id":"x:2073018830633247063","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-03T12:19:38+00:00","text":"本来我觉得他是有认知的，后面来了句比特币也会被BCH超越，看来是个傻逼。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2073018830633247063","sourceType":"x","authorCat":"加密","engagement":{"likes":2,"retweets":0,"views":2303},"score":7.742402021815782,"keyPoint":"认为比特币会被BCH超越，作者认为此人无认知"},{"id":"x:2072985211005030483","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-03T10:06:03+00:00","text":"以太坊不太对劲。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2072985211005030483","sourceType":"x","authorCat":"加密","engagement":{"likes":38,"retweets":0,"views":24624},"score":10.11151746604029,"keyPoint":"以太坊表现异常"},{"id":"x:2072913865458004014","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-03T05:22:33+00:00","text":"LeaderDrive (688017) 今日触及20%涨停后创下历史新高。机器人板块的热情显而易见……主要由美国和中国的前沿人形机器人公司 $CCXI / Agility Robotics 以及今日科创板上市获批的宇树科技推动，两者均将上市。","tickers":["$688017","$CCXI"],"direction":"bull","category":"机器人","url":"https://x.com/aleabitoreddit/status/2072913865458004014","sourceType":"x","authorCat":"半导体/AI算力 · CPO/光通信","engagement":{"likes":529,"retweets":30,"views":309350},"score":13.14223183353836,"keyPoint":"LeaderDrive 创历史新高，机器人板块情绪高涨"},{"id":"x:2072831866223415672","author":"Heohyun","handle":"heoilikj","ts":"2026-07-02T23:56:42+00:00","text":"$TSLA 大跌中仍有大量资金流入看涨期权\n- 现价: 393.45美元 (前日-7.49%, 成交量是平时的1.6倍)\n- 期权流: 盘中下跌但7月400call约320万美元、8月420call约310万美元、8月405call约230万美元在ask侧买入。在跌幅过大区间进行call押注\n- 分析师: Truist目标价430美元, Freedom Broker 420美元(均为中性)\n- 短期观点: 股价大幅下跌但期权押注反弹。7/22财报前波动较大。…","tickers":["$TSLA"],"direction":"bull","category":"期权Vol","url":"https://x.com/heoilikj/status/2072831866223415672","sourceType":"x","authorCat":"加密 · 币+股","engagement":{"likes":19,"retweets":2,"views":5478},"score":9.108677881538416,"keyPoint":"TSLA大跌但大量资金买入看涨期权"},{"id":"x:2072778707815526864","author":"Cem Karsan 🥐","handle":"jam_croissant","ts":"2026-07-02T20:25:28+00:00","text":"根据SRP数据，Nvidia现在是结构化产品中最大的个股标的之一，与该股票挂钩的名义本金接近1050亿美元。下周三（7月8日）美东时间中午12点，我将与SRP进行一场直播讨论，探讨这种集中度对市场结构、波动率、交易商对冲以及下行反馈循环可能意味着什么。注册链接：https://t.co/ZamwPBQwTU","tickers":["$NVDA"],"direction":"neutral","category":"期权Vol","url":"https://x.com/jam_croissant/status/2072778707815526864","sourceType":"x","authorCat":"期权/市场结构 · vol/macro","engagement":{"likes":63,"retweets":5,"views":17064},"score":10.244784861340808,"keyPoint":"Nvidia是结构化产品最大个股标的之一，名义本金近1050亿美元"},{"id":"x:2072774160024261013","author":"Tier1 Alpha","handle":"t1alpha","ts":"2026-07-02T20:07:24+00:00","text":"SOXL出现了有记录以来第三大的MOC（收盘交叉）不平衡。","tickers":["$SOXL"],"direction":"neutral","category":"期权Vol","url":"https://x.com/t1alpha/status/2072774160024261013","sourceType":"x","authorCat":"期权/市场结构 · 被动流","engagement":{"likes":41,"retweets":8,"views":6049},"score":8.707813551024888,"keyPoint":"SOXL出现史上第三大MOC不平衡"},{"id":"x:2072765942627512437","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-02T19:34:45+00:00","text":"RT @pcfli: 去中心化的验证与出块是以太坊最贵、最难造的东西——需要海量独立验证者以及围绕它长出来的社会共识和 Lindy 效应。从这里会直接导致另外三个属性——无需许可，去信任和抗审查。这三个是\"难挣、难抄\"的属性，它们是 ETH 相对传统金融的范畴级差异。","tickers":["$ETH"],"direction":"bull","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2072765942627512437","sourceType":"x","authorCat":"加密","engagement":{"likes":33,"retweets":7,"views":4318},"score":8.3707791729607,"keyPoint":"去中心化验证与出块是ETH最贵最难造的东西"},{"id":"x:2072743478618894818","author":"SpotGamma","handle":"SpotGamma","ts":"2026-07-02T18:05:29+00:00","text":"$QQQ NDX波动率正在出现有趣的变化，指数创新高时IV偏高。在此次回调中，我们看到OTM波动率下降——有点“股票跌、波动率也跌”的情况。我认为这可能会限制潜在的修正幅度。最终我们需要波动率重新同步才能发出“警报解除”信号。","tickers":["$QQQ"],"direction":"neutral","category":"期权Vol","url":"https://x.com/SpotGamma/status/2072743478618894818","sourceType":"x","authorCat":"期权/市场结构 · gamma flow","engagement":{"likes":82,"retweets":8,"views":14123},"score":9.555630757048277,"keyPoint":"QQQ/NDX波动率在指数高点时IV偏高，回调中OTM波动率下降"},{"id":"x:2072726489833914695","author":"SpotGamma","handle":"SpotGamma","ts":"2026-07-02T16:57:59+00:00","text":"今日期权流以个股卖出为主导，截至目前日内卖出约40亿美元。AI赢家股遭受重创，价外看涨期权成为抛售目标。","tickers":[],"direction":"neutral","category":"期权Vol","url":"https://x.com/SpotGamma/status/2072726489833914695","sourceType":"x","authorCat":"期权/市场结构 · gamma flow","engagement":{"likes":88,"retweets":4,"views":15597},"score":9.654897979890443,"keyPoint":"今日个股期权卖盘主导，AI赢家遭抛售"},{"id":"x:2072722648467996760","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)","handle":"teortaxesTex","ts":"2026-07-02T16:42:43+00:00","text":"达到其Qwen 3.6同行的一半水平（我选择忽略Terminal Bench）。推测他们也学会了持续RL增益之道。如果这是他们的GLM 5.0到5.1时刻，我对下一个版本持乐观态度。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2072722648467996760","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":46,"retweets":6,"views":4498},"score":8.711610428841173,"keyPoint":"某模型性能达到Qwen 3.6一半，推测其掌握持续RL增益方法"},{"id":"x:2072683088493375815","author":"admi_alts","handle":"admi_alts","ts":"2026-07-02T14:05:31+00:00","text":"比特币终于出现了久违的上涨。看起来像是技术性反弹。不过，这似乎是近期形态中最好的一种上涨。币圈一直被视为垃圾，上涨时又说币是未来之类的话，下跌时又说币是垃圾，如此反复。","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/admi_alts/status/2072683088493375815","sourceType":"x","authorCat":"其他 · 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∞)","handle":"teortaxesTex","ts":"2026-07-02T12:38:54+00:00","text":"我认为“中国没有被AGI洗脑”这一状态只有在中共精英功能上存在智力障碍时才能稳定，而我怀疑他们并非如此。中国与美国AI能力之间的差距，远小于中国鹰派与中共之间在AI热情上的可见差距。","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2072661291806630004","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":9,"retweets":0,"views":1234},"score":7.418826249062078,"keyPoint":"中国AI能力差距远小于中美AI热情差距"},{"id":"x:2072630808859295841","author":"很大很大的橙子","handle":"0xVeryBigOrange","ts":"2026-07-02T10:37:47+00:00","text":"RT @Gate_zh: 🎬 #大门说 · 第二期｜滴滴，老司机@0xVeryBigOrange 发车辣！\n\n⚠️ 前方高能：今天这位2013年就杀进Crypto的老炮儿，踩过P2P的雷、搬过瑞波的砖、亲手放跑过近2000倍机会的神秘嘉宾来辣！\n\n本期@Joe…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/0xVeryBigOrange/status/2072630808859295841","sourceType":"x","authorCat":"加密","engagement":{"likes":8,"retweets":1,"views":2006},"score":7.604396348796338,"keyPoint":"介绍一位2013年进入加密领域的老炮嘉宾"},{"id":"x:2072630036600103340","author":"Serenity","handle":"aleabitoreddit","ts":"2026-07-02T10:34:42+00:00","text":"我刚意识到波士顿动力CEO也有同感：“机器人是未来。美国下一个250年将由机器人建造。”然而，目前中国占全球机器人部署量的54%以上。- 呼吁建立物理世界的互联网可扩展数据库（有点让我想起Niantic，它拥有来自Pokemon Go的庞大数据集）- 制定国家机器人战略以对抗中国在该领域的领导地位- 制定机器人安全的ISO和法规这些都是高层面的：但我优先思考的是如何支持和扩大美国本土的机器人/人形机器人供应链？我长期以来一直在强调稀土，美国在补贴或扩大该行业方面做得不够。…","tickers":["$CCXI","$TSLA"],"direction":"neutral","category":"机器人","url":"https://x.com/aleabitoreddit/status/2072630036600103340","sourceType":"x","authorCat":"半导体/AI算力 · 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∞)","handle":"teortaxesTex","ts":"2026-07-02T09:38:43+00:00","text":"算了，那个中国的“指纹”评估完全是垃圾哈哈","tickers":[],"direction":"neutral","category":"中国AI","url":"https://x.com/teortaxesTex/status/2072615947530018960","sourceType":"x","authorCat":"半导体/AI算力 · 中国AI/模型","engagement":{"likes":11,"retweets":0,"views":2553},"score":8.145416036592485,"keyPoint":"评论中国指纹评估质量极差"},{"id":"x:2072606508827992225","author":"努力赚钱的菜狗","handle":"jiroucaigou","ts":"2026-07-02T09:01:13+00:00","text":"RT @yayabinance: 是的，我们的初心未改。只要还在这个市场里，大家其实都希望这个行业长期越来越好。\n\nAnchorage Digital 不是普通合作方，它是美国首家获得联邦特许的加密银行，长期为机构提供托管和合规服务，它更像是机构进入加密市场时会信任的托管和合规…","tickers":[],"direction":"neutral","category":"加密","url":"https://x.com/jiroucaigou/status/2072606508827992225","sourceType":"x","authorCat":"加密 · 空投/投研","engagement":{"likes":43,"retweets":8,"views":6945},"score":8.845921233304018,"keyPoint":"Anchorage Digital是美国首家联邦特许加密银行"},{"id":"x:2072594629485064475","author":"Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – 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