非一般股民 personal page - To The Moon

非一般股民

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非一般股民

10-05 23:06

$汽車地帶(AZO)$

非一般股民

10-05 23:04

buy in

@期權叻叻虎:【🎁有獎話題】史詩級爆虧後重返牌桌！少年股神換打法清空全部半導體空頭對衝，轉身押注新一輪看漲期權？

非一般股民

10-05 23:04

ai up

@ETF唔係ET虎:【🎁財富密碼】AI電力需求激增！點樣投資XLU公用事業ETF？有邊些成分股？

非一般股民

10-05 23:04

btc

非一般股民

09-30

tsla buy

非一般股民

09-30

amd

非一般股民

09-30

JD

@虎港通:【🎁有獎話題】“RISC-V第一股”奕斯偉計算招股中，京東方之父再創業能否復刻傳奇？

非一般股民

09-30

oil

非一般股民

09-30

ai

非一般股民

09-30

spacex

非一般股民

09-30

boom

非一般股民

09-30

sandisk

非一般股民

09-30

$汽車地帶(AZO)$

非一般股民

09-24

claude ai

非一般股民

09-24

eth

@ETF唔係ET虎:【🎁財富密碼】加密貨幣ETF飆升，但ZCSH漲幅高達184%！隱私幣ETF才係最大贏家？

非一般股民

09-24

msft ok buy

非一般股民

09-24

gpt 6

@財報話你知:【🎁有獎話題】Zscaler業績超預期難掩增長放緩！Agent安全能否成為扭轉市場預期的關鍵？

非一般股民

09-24

sqqq

非一般股民

09-24

muse ai

非一般股民

09-24

google

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href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$</a> 、 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 、 <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 等幾乎整條產業鏈，轉而用3.15億美元的看漲期權，重新押注在同一批內存與算力核心標的之上！[666] 更值得注意的是，他沒有降低方向性押注，卻把「被強制爆倉」的尾部風險大幅降低了！[Allin] 叻叻虎虎將拆解他這次「武器升級」的底層邏輯，並結合當前加息背景，給出個人投資者可參考的佈局策略！[YoYo] 一、從暴賺到爆倉：一個月跌掉67% Situational Awareness曾是這輪AI行情中最激進、也最成功的基金之一。憑藉對AI芯片、存儲和基礎設施的高度集中押注，基金在今年上半年一度錄得驚人回報。 但超額收益背後，建立在極高槓桿之上。7月，AI及半導體板塊突然急跌，基金當月資產價值暴跌約67%，資產從7月初的逾450億美元峯值驟降至約100億","listText":"小虎們，一個多月前，Leopold Aschenbrenner還站在華爾街最慘烈的一場爆倉風暴中心。如今，他又回來了![Cool] 他清空了全部半導體空頭對衝，涉及 <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 、 <a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 、 <a href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 、 <a href=\"https://ttm.financial/S/ASML\">$阿斯麥(ASML)$</a> 、 <a href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$</a> 、 <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> 、 <a href=\"https://ttm.financial/S/GLW\">$康寧(GLW)$</a> 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up","listText":"ai up","text":"ai up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615350806385120","repostId":"614067941515808","repostType":1,"repost":{"id":614067941515808,"gmtCreate":1790899899470,"gmtModify":1790907600180,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142573913947612","authorIdStr":"4142573913947612"},"themes":[],"title":"【🎁財富密碼】AI電力需求激增！點樣投資XLU公用事業ETF？有邊些成分股？","htmlText":"小虎們，過去兩年，市場的注意力集中在GPU和芯片上。但AI產業的瓶頸正在悄然轉移，當單個數據中心的GPU數量從數百塊擴展到數萬塊，電力供應開始成為決定算力能否真正上線的核心制約！[Cool] 公用事業板塊曾是投資者眼中的「避險工具」低增長、高股息、防守型。但2024年以來，這個板塊正在被AI重新定價。 <a href=\"https://ttm.financial/S/VST\">$Vistra Energy Corp.(VST)$</a> 2024年上漲263%，表現甚至超越了英偉達； <a href=\"https://ttm.financial/S/CEG\">$Constellation Energy Corp(CEG)$</a> 上漲94% 。這不再是一場防禦性行情，而是一場由AI驅動的結構性重估！[Serious] ETF虎將為大家拆解AI基建電力股持續上漲的底層邏輯，分析XLU公用事業ETF的持倉結構與投資價值，並給出個人投資者當前的佈局策略！[YoYo] 一、AI基建電力股為何持續上漲？三重邏輯共振 🔸 邏輯一：電力需求從「平穩增長」轉向「爆發式擴張」 長期以來，美國電力需求增長極為緩慢。2005年至2025年的二十年間，電力需求僅增長了10%。但這一趨勢正在被AI徹底打破。 Gartner預測，2026年全球數據中心電力消耗將達到565太瓦時，同比增長26% 。國際能源署（IEA）的預測更為激進，2026年全球數據中心電力消耗可能超過1000太瓦時，同比增長近100%。到2030年，全球數據中心的電力需求將從2024年的約415太瓦時增長到約945太瓦時，AI優化服務器用電量屆時將佔全球數據中心總耗電量的近一半。 EIA預測，在高電力需求情景下，到2050年數據中心服務器電力消耗將達到8180億千瓦時，超過2020年水平的16倍。數據中心服務器用電量屆時將佔商業建","listText":"小虎們，過去兩年，市場的注意力集中在GPU和芯片上。但AI產業的瓶頸正在悄然轉移，當單個數據中心的GPU數量從數百塊擴展到數萬塊，電力供應開始成為決定算力能否真正上線的核心制約！[Cool] 公用事業板塊曾是投資者眼中的「避險工具」低增長、高股息、防守型。但2024年以來，這個板塊正在被AI重新定價。 <a href=\"https://ttm.financial/S/VST\">$Vistra Energy Corp.(VST)$</a> 2024年上漲263%，表現甚至超越了英偉達； <a href=\"https://ttm.financial/S/CEG\">$Constellation Energy Corp(CEG)$</a> 上漲94% 。這不再是一場防禦性行情，而是一場由AI驅動的結構性重估！[Serious] ETF虎將為大家拆解AI基建電力股持續上漲的底層邏輯，分析XLU公用事業ETF的持倉結構與投資價值，並給出個人投資者當前的佈局策略！[YoYo] 一、AI基建電力股為何持續上漲？三重邏輯共振 🔸 邏輯一：電力需求從「平穩增長」轉向「爆發式擴張」 長期以來，美國電力需求增長極為緩慢。2005年至2025年的二十年間，電力需求僅增長了10%。但這一趨勢正在被AI徹底打破。 Gartner預測，2026年全球數據中心電力消耗將達到565太瓦時，同比增長26% 。國際能源署（IEA）的預測更為激進，2026年全球數據中心電力消耗可能超過1000太瓦時，同比增長近100%。到2030年，全球數據中心的電力需求將從2024年的約415太瓦時增長到約945太瓦時，AI優化服務器用電量屆時將佔全球數據中心總耗電量的近一半。 EIA預測，在高電力需求情景下，到2050年數據中心服務器電力消耗將達到8180億千瓦時，超過2020年水平的16倍。數據中心服務器用電量屆時將佔商業建","text":"小虎們，過去兩年，市場的注意力集中在GPU和芯片上。但AI產業的瓶頸正在悄然轉移，當單個數據中心的GPU數量從數百塊擴展到數萬塊，電力供應開始成為決定算力能否真正上線的核心制約！[Cool] 公用事業板塊曾是投資者眼中的「避險工具」低增長、高股息、防守型。但2024年以來，這個板塊正在被AI重新定價。 $Vistra Energy Corp.(VST)$ 2024年上漲263%，表現甚至超越了英偉達； $Constellation Energy Corp(CEG)$ 上漲94% 。這不再是一場防禦性行情，而是一場由AI驅動的結構性重估！[Serious] ETF虎將為大家拆解AI基建電力股持續上漲的底層邏輯，分析XLU公用事業ETF的持倉結構與投資價值，並給出個人投資者當前的佈局策略！[YoYo] 一、AI基建電力股為何持續上漲？三重邏輯共振 🔸 邏輯一：電力需求從「平穩增長」轉向「爆發式擴張」 長期以來，美國電力需求增長極為緩慢。2005年至2025年的二十年間，電力需求僅增長了10%。但這一趨勢正在被AI徹底打破。 Gartner預測，2026年全球數據中心電力消耗將達到565太瓦時，同比增長26% 。國際能源署（IEA）的預測更為激進，2026年全球數據中心電力消耗可能超過1000太瓦時，同比增長近100%。到2030年，全球數據中心的電力需求將從2024年的約415太瓦時增長到約945太瓦時，AI優化服務器用電量屆時將佔全球數據中心總耗電量的近一半。 EIA預測，在高電力需求情景下，到2050年數據中心服務器電力消耗將達到8180億千瓦時，超過2020年水平的16倍。數據中心服務器用電量屆時將佔商業建","images":[{"img":"https://community-static.tradeup.com/news/4f2daa0b7dee4c1e564cd381be3a5074"},{"img":"https://community-static.tradeup.com/news/6b2451b4fb134d472bbb452197ae0ab2"},{"img":"https://community-static.tradeup.com/news/f733b0a411fc30211c00f84abed5fd45"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614067941515808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615357440430200,"gmtCreate":1791212662428,"gmtModify":1791213726501,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"btc","listText":"btc","text":"btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615357440430200","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":613582747771104,"gmtCreate":1790779482961,"gmtModify":1790779485803,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"tsla buy","listText":"tsla buy","text":"tsla buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/613582747771104","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":613571167535712,"gmtCreate":1790779474991,"gmtModify":1790779477038,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"amd","listText":"amd","text":"amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/613571167535712","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":613575478977016,"gmtCreate":1790779468314,"gmtModify":1790779471216,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"JD","listText":"JD","text":"JD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/613575478977016","repostId":"612949061419144","repostType":1,"repost":{"id":612949061419144,"gmtCreate":1790666485997,"gmtModify":1790682600077,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】“RISC-V第一股”奕斯偉計算招股中，京東方之父再創業能否復刻傳奇？","htmlText":"小虎們，9月的港股打新市場正經歷一場「冰與火」的考驗！[Cool] 9月29日，港交所迎來四隻新股同日掛牌， <a href=\"https://ttm.financial/S/06731\">$本末科技(06731)$</a> 成為當日開盤唯一高開新股， <a href=\"https://ttm.financial/S/03228\">$景旺電子(03228)$</a> 、 <a href=\"https://ttm.financial/S/09607\">$彤程新材(09607)$</a> 、 <a href=\"https://ttm.financial/S/03757\">$羅博特科(03757)$</a> 則開盤即破發。 <a href=\"https://ttm.financial/S/09607\">$彤程新材(09607)$</a> 開盤一度暴跌超9%， <a href=\"https://ttm.financial/S/03228\">$景旺電子(03228)$</a> 低開近7%！[Thinking] 進入9月以來，港股新股首日破發率明顯走高。Wind數據顯示，截止9月23日，9月以來7隻新股有5家掛牌首日破發，破發率高達71%。回顧今年上半年，港股新股首日收盤漲幅中位數曾達37.4%，破發率僅為14.3%；但進入7月後，18隻新股的首日漲幅中位數驟降至0.9%，破發率升至38.9%！[Onlooker] 在這場「破發潮」中，一家極具傳奇色彩的公司選擇逆勢而上，「RISC-V第一股」奕斯偉計算（ <a href=\"https://ttm.financial/S/01256\">$奕斯偉計算(01256)$</a> ） 已於9月28日正式啟動招股！ 那麼這隻新股有何亮點，是否有打新暴漲的潛力呢？[YoYo] 一、9月港股打新：從「賺錢效應」到「冰火兩重天」 先來回顧9月打新市場的","listText":"小虎們，9月的港股打新市場正經歷一場「冰與火」的考驗！[Cool] 9月29日，港交所迎來四隻新股同日掛牌， <a href=\"https://ttm.financial/S/06731\">$本末科技(06731)$</a> 成為當日開盤唯一高開新股， <a href=\"https://ttm.financial/S/03228\">$景旺電子(03228)$</a> 、 <a href=\"https://ttm.financial/S/09607\">$彤程新材(09607)$</a> 、 <a href=\"https://ttm.financial/S/03757\">$羅博特科(03757)$</a> 則開盤即破發。 <a href=\"https://ttm.financial/S/09607\">$彤程新材(09607)$</a> 開盤一度暴跌超9%， <a href=\"https://ttm.financial/S/03228\">$景旺電子(03228)$</a> 低開近7%！[Thinking] 進入9月以來，港股新股首日破發率明顯走高。Wind數據顯示，截止9月23日，9月以來7隻新股有5家掛牌首日破發，破發率高達71%。回顧今年上半年，港股新股首日收盤漲幅中位數曾達37.4%，破發率僅為14.3%；但進入7月後，18隻新股的首日漲幅中位數驟降至0.9%，破發率升至38.9%！[Onlooker] 在這場「破發潮」中，一家極具傳奇色彩的公司選擇逆勢而上，「RISC-V第一股」奕斯偉計算（ <a href=\"https://ttm.financial/S/01256\">$奕斯偉計算(01256)$</a> ） 已於9月28日正式啟動招股！ 那麼這隻新股有何亮點，是否有打新暴漲的潛力呢？[YoYo] 一、9月港股打新：從「賺錢效應」到「冰火兩重天」 先來回顧9月打新市場的","text":"小虎們，9月的港股打新市場正經歷一場「冰與火」的考驗！[Cool] 9月29日，港交所迎來四隻新股同日掛牌， $本末科技(06731)$ 成為當日開盤唯一高開新股， $景旺電子(03228)$ 、 $彤程新材(09607)$ 、 $羅博特科(03757)$ 則開盤即破發。 $彤程新材(09607)$ 開盤一度暴跌超9%， $景旺電子(03228)$ 低開近7%！[Thinking] 進入9月以來，港股新股首日破發率明顯走高。Wind數據顯示，截止9月23日，9月以來7隻新股有5家掛牌首日破發，破發率高達71%。回顧今年上半年，港股新股首日收盤漲幅中位數曾達37.4%，破發率僅為14.3%；但進入7月後，18隻新股的首日漲幅中位數驟降至0.9%，破發率升至38.9%！[Onlooker] 在這場「破發潮」中，一家極具傳奇色彩的公司選擇逆勢而上，「RISC-V第一股」奕斯偉計算（ $奕斯偉計算(01256)$ ） 已於9月28日正式啟動招股！ 那麼這隻新股有何亮點，是否有打新暴漲的潛力呢？[YoYo] 一、9月港股打新：從「賺錢效應」到「冰火兩重天」 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href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 自1月以來首次逼近8.7萬美元，幾乎抹去了6月跌破59,000美元後的年內跌幅！[Call] 而 <a href=\"https://ttm.financial/S/ETH.USD.HKCC\">$以太坊(ETH.USD.HKCC)$</a> 也強勢反彈，從今年稍早的低點1550美元攀升至2800美元左右！[Applaud] 然而加密貨幣近期也遭遇了一些阻力，比如其《CLARITY法案》在參議院未能獲得通過！[Sweats] 事實上最大的贏家另有其人，那就是隱私幣ETF，其代表性的 <a href=\"https://ttm.financial/S/ZCSH\">$Zcash ETF COM NPV(ZCSH)$</a> 漲幅高達184%！遠超主流加密貨幣表現！[666] 那麼你注意到了這個領域嗎？現階段我們是否能上車隱私幣ETF呢？[YoYo] ZCSH漲幅驚人 一、比特幣與以太坊ETF大漲的三重驅動 🔸 驅動一：宏觀預期差修復，「實際政策比定價更鴿」 行情的初始動能源於宏觀層面的預期差修復。美聯儲此前宣佈加息25個基點，但隨後的政策信號並未如市場此前擔憂那般鷹派，這種「實際政策比定價更鴿」的預期差迅速修復了風險偏好。 市場交易的從來不是加息本身，而是政策路徑的相對強弱。當投資者為更激進的緊縮路徑","text":"小虎們，隨著油價回落，美股AI交易重歸火熱， $比特幣(BTC.USD.CC)$ 與 $以太坊(ETH.USD.HKCC)$ 也紛紛大漲！[Cool] 其中 $比特幣(BTC.USD.CC)$ 自1月以來首次逼近8.7萬美元，幾乎抹去了6月跌破59,000美元後的年內跌幅！[Call] 而 $以太坊(ETH.USD.HKCC)$ 也強勢反彈，從今年稍早的低點1550美元攀升至2800美元左右！[Applaud] 然而加密貨幣近期也遭遇了一些阻力，比如其《CLARITY法案》在參議院未能獲得通過！[Sweats] 事實上最大的贏家另有其人，那就是隱私幣ETF，其代表性的 $Zcash ETF COM NPV(ZCSH)$ 漲幅高達184%！遠超主流加密貨幣表現！[666] 那麼你注意到了這個領域嗎？現階段我們是否能上車隱私幣ETF呢？[YoYo] ZCSH漲幅驚人 一、比特幣與以太坊ETF大漲的三重驅動 🔸 驅動一：宏觀預期差修復，「實際政策比定價更鴿」 行情的初始動能源於宏觀層面的預期差修復。美聯儲此前宣佈加息25個基點，但隨後的政策信號並未如市場此前擔憂那般鷹派，這種「實際政策比定價更鴿」的預期差迅速修復了風險偏好。 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