非一般股民 personal page - To The Moon

非一般股民

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非一般股民

10-10 23:31

can buy la

@Crypto加密虎:【🎁有獎話題】BTC回落至關鍵支撐！美元走強疊加美債收益率攀升，加密市場承壓？

非一般股民

10-10 23:24

openai

@虎港通:【🎁有獎話題】Open AI營收縮水引發大跌，美聯儲將迎靜默前發聲，震蕩期我哋點樣防守？

非一般股民

10-10 23:24

verizon

非一般股民

10-10 23:24

no buy la

非一般股民

10-10 23:23

btc ok

@Crypto加密虎:【🎡加密觀點場】從暗網沒收BTC到穩定幣監管！加密市場又有大事發生？

非一般股民

10-07

ai stock ok

@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

10-07

gpt go

非一般股民

10-05

$汽車地帶(AZO)$

非一般股民

10-05

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

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

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

$汽車地帶(AZO)$

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buy la","listText":"can buy la","text":"can buy la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617133277483200","repostId":"616322240463400","repostType":1,"repost":{"id":616322240463400,"gmtCreate":1791451044088,"gmtModify":1791466800028,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182991226837512","idStr":"4182991226837512"},"themes":[],"title":"【🎁有獎話題】BTC回落至關鍵支撐！美元走強疊加美債收益率攀升，加密市場承壓？","htmlText":"各位小虎們好呀！<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 在雙節假期中依舊在8.3萬至9.4萬美元關口震盪，美股<a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 和<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 新高對其的影響可以說微乎其微，那麼美債收益率飆升、美元走強是否會形成加密貨幣的壓制態勢呢？ MSTR終結連續四季虧損！美政府轉出超1萬枚 BTC！ 日前，「比特幣大戶」<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> 宣佈，其在2026年Q3從數字資產中獲得209.1億美元的收益，按年上升43%，終結此前連續四個季度虧損的慘痛紀錄！毫無疑問，主要得益於<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 在過去90天累計上升超31%。 209.1億美元這一數字已經超過了<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 的190億美元，<a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 的160億美元以及<a href=\"https://ttm.financial/S/WMT\">$沃爾瑪(WMT)$</a> 的90億美元。只有<a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> （640億美元）、&lt;","listText":"各位小虎們好呀！<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 在雙節假期中依舊在8.3萬至9.4萬美元關口震盪，美股<a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 和<a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> 新高對其的影響可以說微乎其微，那麼美債收益率飆升、美元走強是否會形成加密貨幣的壓制態勢呢？ MSTR終結連續四季虧損！美政府轉出超1萬枚 BTC！ 日前，「比特幣大戶」<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$</a> 宣佈，其在2026年Q3從數字資產中獲得209.1億美元的收益，按年上升43%，終結此前連續四個季度虧損的慘痛紀錄！毫無疑問，主要得益於<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> 在過去90天累計上升超31%。 209.1億美元這一數字已經超過了<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 的190億美元，<a href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a> 的160億美元以及<a href=\"https://ttm.financial/S/WMT\">$沃爾瑪(WMT)$</a> 的90億美元。只有<a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> （640億美元）、&lt;","text":"各位小虎們好呀！$比特幣(BTC.USD.CC)$ 在雙節假期中依舊在8.3萬至9.4萬美元關口震盪，美股$納斯達克(.IXIC)$ 和$標普500(.SPX)$ 新高對其的影響可以說微乎其微，那麼美債收益率飆升、美元走強是否會形成加密貨幣的壓制態勢呢？ MSTR終結連續四季虧損！美政府轉出超1萬枚 BTC！ 日前，「比特幣大戶」$Strategy(MSTR)$ 宣佈，其在2026年Q3從數字資產中獲得209.1億美元的收益，按年上升43%，終結此前連續四個季度虧損的慘痛紀錄！毫無疑問，主要得益於$比特幣(BTC.USD.CC)$ 在過去90天累計上升超31%。 209.1億美元這一數字已經超過了$Meta Platforms, Inc.(META)$ 的190億美元，$博通(AVGO)$ 的160億美元以及$沃爾瑪(WMT)$ 的90億美元。只有$英偉達(NVDA)$ （640億美元）、<","images":[{"img":"https://community-static.tradeup.com/news/c00290150ce40686cf61c0cc6fac75a3"},{"img":"https://community-static.tradeup.com/news/fec83c8bd0b0a79bcc88ffef66077570"},{"img":"https://community-static.tradeup.com/news/16c269f65c27048781d2f3591c097f9b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616322240463400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617125287870888,"gmtCreate":1791645882985,"gmtModify":1791645886213,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"openai","listText":"openai","text":"openai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617125287870888","repostId":"616385634959984","repostType":1,"repost":{"id":616385634959984,"gmtCreate":1791518338850,"gmtModify":1791526200065,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】Open AI營收縮水引發大跌，美聯儲將迎靜默前發聲，震蕩期我哋點樣防守？","htmlText":"小虎們，10月8日，一則關於OpenAI營收的報導，讓全球AI概念股遭遇了一場「大地震」！[Surprised] 據英國《金融時報》報導，OpenAI向投資者披露，截至9月底年化營收接近500億美元，遠低於上月底市場廣泛報導的700億美元，差距高達200億美元，消息一出， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 跌約3%、 <a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> 跌超5.5%、 <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 跌近8%、光通信股 <a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> 跌約10%， <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌幅擴大至1.25%！[Put] 然而，就在前一天，特朗普8月的財務披露文件剛剛曝光，他在8月21日大手筆買入了最高2500萬美元的 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 股票，當天Meta股價因AI智能體Muse的熱潮暴漲逾30%。一邊是總統真金白銀押注AI，一邊是頭部AI公司營收「縮水」引發恐慌，這種信號的撕裂，正是當前市場最真實的寫照！[Thinking] 與此同時，美聯儲主席沃什將於10月16日在IMF年會發表講話，這是10月27-28日FOMC議息會議前的最後一次公開亮相。市場押注10月暫停加息概率約80%，12月加息概率約64%。美債長端收益率","listText":"小虎們，10月8日，一則關於OpenAI營收的報導，讓全球AI概念股遭遇了一場「大地震」！[Surprised] 據英國《金融時報》報導，OpenAI向投資者披露，截至9月底年化營收接近500億美元，遠低於上月底市場廣泛報導的700億美元，差距高達200億美元，消息一出， <a href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 跌約3%、 <a href=\"https://ttm.financial/S/ORCL\">$甲骨文(ORCL)$</a> 跌超5.5%、 <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 跌近8%、光通信股 <a href=\"https://ttm.financial/S/COHR\">$Coherent(COHR)$</a> 跌約10%， <a href=\"https://ttm.financial/S/.IXIC\">$納斯達克(.IXIC)$</a> 跌幅擴大至1.25%！[Put] 然而，就在前一天，特朗普8月的財務披露文件剛剛曝光，他在8月21日大手筆買入了最高2500萬美元的 <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 股票，當天Meta股價因AI智能體Muse的熱潮暴漲逾30%。一邊是總統真金白銀押注AI，一邊是頭部AI公司營收「縮水」引發恐慌，這種信號的撕裂，正是當前市場最真實的寫照！[Thinking] 與此同時，美聯儲主席沃什將於10月16日在IMF年會發表講話，這是10月27-28日FOMC議息會議前的最後一次公開亮相。市場押注10月暫停加息概率約80%，12月加息概率約64%。美債長端收益率","text":"小虎們，10月8日，一則關於OpenAI營收的報導，讓全球AI概念股遭遇了一場「大地震」！[Surprised] 據英國《金融時報》報導，OpenAI向投資者披露，截至9月底年化營收接近500億美元，遠低於上月底市場廣泛報導的700億美元，差距高達200億美元，消息一出， $英偉達(NVDA)$ 跌約3%、 $甲骨文(ORCL)$ 跌超5.5%、 $CoreWeave, Inc.(CRWV)$ 跌近8%、光通信股 $Coherent(COHR)$ 跌約10%， $納斯達克(.IXIC)$ 跌幅擴大至1.25%！[Put] 然而，就在前一天，特朗普8月的財務披露文件剛剛曝光，他在8月21日大手筆買入了最高2500萬美元的 $Meta Platforms, Inc.(META)$ 股票，當天Meta股價因AI智能體Muse的熱潮暴漲逾30%。一邊是總統真金白銀押注AI，一邊是頭部AI公司營收「縮水」引發恐慌，這種信號的撕裂，正是當前市場最真實的寫照！[Thinking] 與此同時，美聯儲主席沃什將於10月16日在IMF年會發表講話，這是10月27-28日FOMC議息會議前的最後一次公開亮相。市場押注10月暫停加息概率約80%，12月加息概率約64%。美債長端收益率","images":[{"img":"https://community-static.tradeup.com/news/5362c2a09eff4194dc58e0dbdae8733b"},{"img":"https://community-static.tradeup.com/news/e0619e15bf6859ef94e617d634b82128"},{"img":"https://community-static.tradeup.com/news/da9628ca96979bb0f190edfa604697c4"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616385634959984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617125249192368,"gmtCreate":1791645876102,"gmtModify":1791645878799,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"verizon","listText":"verizon","text":"verizon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617125249192368","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617125140521384,"gmtCreate":1791645847011,"gmtModify":1791645850020,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"no buy la","listText":"no buy la","text":"no buy la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617125140521384","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617119964111416,"gmtCreate":1791645836002,"gmtModify":1791645838094,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"btc ok","listText":"btc ok","text":"btc ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617119964111416","repostId":"616468556087848","repostType":1,"repost":{"id":616468556087848,"gmtCreate":1791538591682,"gmtModify":1791609600276,"author":{"id":"4182991226837512","authorId":"4182991226837512","name":"Crypto加密虎","avatar":"https://community-static.tradeup.com/news/7064a3864f92862baa8d524e4144fab4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182991226837512","idStr":"4182991226837512"},"themes":[],"title":"【🎡加密觀點場】從暗網沒收BTC到穩定幣監管！加密市場又有大事發生？","htmlText":"小虎們好呀！前不久，Empire Market聯合創始人Raheim Hamilton被判40年監禁，同時沒收1230枚比特幣，這與此前獲得「加密總統」特朗普豁免的Silk Road創始人Ross Ulbricht一案有什麼不同？歐盟穩定幣是否將迎來大清洗？本期加密觀點場，一起跟加密虎來看看吧~~~ Raheim Hamilton被沒收1230枚比特幣！ Empire Market與Silk Road兩個案件的關係在於，都是暗網市場發展史上的重要案例，但兩者的情況截然不同，我們先來看看Silk Road和Ross Ulbricht。 2011年，Ross創建了Silk Road暗網交易平臺，以「Dread Pirate Roberts」為網絡化名運營平臺。用戶通過Tor訪問網站，並大量使用比特幣交易。平臺不僅涉及毒品，還存在其他非法商品及服務交易。 於是在2013年，美國執法部門在舊金山逮捕Ross，並扣押其筆記本電腦。調查人員從電腦中查獲與Silk Road案件相關的14.43萬枚比特幣。2015年他被判終身監禁，並被責令沒收鉅額資產。陪審團裁定其包括網絡毒品交易、電腦入侵、洗錢等多項罪名成立。 2014年至2017年三年時間，美國政府通過拍賣查獲的14.43萬枚<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> ，最終獲得4823.8萬美元。轉折點出現在2024年，但是參與總統競選的特朗普向支持者承諾，如果重新當選，上任第一天就會赦免Ross，這一承諾也為其獲得了許多幣圈愛好者的支持。 2025年1月21日，特朗普正式給予Ross全面、無條件赦免，使其不再繼續服刑。但其被沒收變現的比特幣無法返還。 圖源：The New Yorker Silk Road是比特幣早期的重要應用場景之一，但它也","listText":"小虎們好呀！前不久，Empire Market聯合創始人Raheim Hamilton被判40年監禁，同時沒收1230枚比特幣，這與此前獲得「加密總統」特朗普豁免的Silk Road創始人Ross Ulbricht一案有什麼不同？歐盟穩定幣是否將迎來大清洗？本期加密觀點場，一起跟加密虎來看看吧~~~ Raheim Hamilton被沒收1230枚比特幣！ Empire Market與Silk Road兩個案件的關係在於，都是暗網市場發展史上的重要案例，但兩者的情況截然不同，我們先來看看Silk Road和Ross Ulbricht。 2011年，Ross創建了Silk Road暗網交易平臺，以「Dread Pirate Roberts」為網絡化名運營平臺。用戶通過Tor訪問網站，並大量使用比特幣交易。平臺不僅涉及毒品，還存在其他非法商品及服務交易。 於是在2013年，美國執法部門在舊金山逮捕Ross，並扣押其筆記本電腦。調查人員從電腦中查獲與Silk Road案件相關的14.43萬枚比特幣。2015年他被判終身監禁，並被責令沒收鉅額資產。陪審團裁定其包括網絡毒品交易、電腦入侵、洗錢等多項罪名成立。 2014年至2017年三年時間，美國政府通過拍賣查獲的14.43萬枚<a href=\"https://ttm.financial/S/BTC.USD.CC\">$比特幣(BTC.USD.CC)$</a> ，最終獲得4823.8萬美元。轉折點出現在2024年，但是參與總統競選的特朗普向支持者承諾，如果重新當選，上任第一天就會赦免Ross，這一承諾也為其獲得了許多幣圈愛好者的支持。 2025年1月21日，特朗普正式給予Ross全面、無條件赦免，使其不再繼續服刑。但其被沒收變現的比特幣無法返還。 圖源：The New Yorker Silk Road是比特幣早期的重要應用場景之一，但它也","text":"小虎們好呀！前不久，Empire Market聯合創始人Raheim Hamilton被判40年監禁，同時沒收1230枚比特幣，這與此前獲得「加密總統」特朗普豁免的Silk Road創始人Ross Ulbricht一案有什麼不同？歐盟穩定幣是否將迎來大清洗？本期加密觀點場，一起跟加密虎來看看吧~~~ Raheim Hamilton被沒收1230枚比特幣！ Empire Market與Silk Road兩個案件的關係在於，都是暗網市場發展史上的重要案例，但兩者的情況截然不同，我們先來看看Silk Road和Ross Ulbricht。 2011年，Ross創建了Silk Road暗網交易平臺，以「Dread Pirate Roberts」為網絡化名運營平臺。用戶通過Tor訪問網站，並大量使用比特幣交易。平臺不僅涉及毒品，還存在其他非法商品及服務交易。 於是在2013年，美國執法部門在舊金山逮捕Ross，並扣押其筆記本電腦。調查人員從電腦中查獲與Silk Road案件相關的14.43萬枚比特幣。2015年他被判終身監禁，並被責令沒收鉅額資產。陪審團裁定其包括網絡毒品交易、電腦入侵、洗錢等多項罪名成立。 2014年至2017年三年時間，美國政府通過拍賣查獲的14.43萬枚$比特幣(BTC.USD.CC)$ ，最終獲得4823.8萬美元。轉折點出現在2024年，但是參與總統競選的特朗普向支持者承諾，如果重新當選，上任第一天就會赦免Ross，這一承諾也為其獲得了許多幣圈愛好者的支持。 2025年1月21日，特朗普正式給予Ross全面、無條件赦免，使其不再繼續服刑。但其被沒收變現的比特幣無法返還。 圖源：The New Yorker Silk Road是比特幣早期的重要應用場景之一，但它也","images":[{"img":"https://community-static.tradeup.com/news/5f53e611f8f4d89a5e9bffb32bdbf319"},{"img":"https://community-static.tradeup.com/news/09218727d4f9efb134b3a11c1439ee38"},{"img":"https://community-static.tradeup.com/news/7c58a515a9ac084a5957bea35ba73437"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616468556087848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":616039774273584,"gmtCreate":1791379241941,"gmtModify":1791379244524,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ai stock ok","listText":"ai stock ok","text":"ai stock ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616039774273584","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,"authorIdStr":"4142573913947612","idStr":"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":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":616039722221616,"gmtCreate":1791379229232,"gmtModify":1791379231381,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"gpt go","listText":"gpt go","text":"gpt go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616039722221616","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615346125414960,"gmtCreate":1791212767367,"gmtModify":1791212770308,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AZO\">$汽車地帶(AZO)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AZO\">$汽車地帶(AZO)$ </a>&nbsp;","text":"$汽車地帶(AZO)$","images":[{"img":"https://community-static.tradeup.com/news/65876ca228cd7de2b3153c644fc93203","width":"1208","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615346125414960","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":615357534572600,"gmtCreate":1791212680170,"gmtModify":1791212683020,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"buy in","listText":"buy in","text":"buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615357534572600","repostId":"614087930123264","repostType":1,"repost":{"id":614087930123264,"gmtCreate":1790899208858,"gmtModify":1790905200291,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期權叻叻虎","avatar":"https://community-static.tradeup.com/news/40b290a4afd78206dcc0cd7d9454f1cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"【🎁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？","htmlText":"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> 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> 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","text":"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 $英偉達(NVDA)$ 、 $博通(AVGO)$ 、 $臺積電(TSM)$ 、 $阿斯麥(ASML)$ 、 $英特爾(INTC)$ 、 $美光科技(MU)$ 、 $康寧(GLW)$ 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","images":[{"img":"https://community-static.tradeup.com/news/4019fef5c65261f81015ed82edb3c97c"},{"img":"https://community-static.tradeup.com/news/4beec213a531672aafaed998051755e7"},{"img":"https://community-static.tradeup.com/news/2d2fe32bd6731c0347e39ed5224cb436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614087930123264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615350806385120,"gmtCreate":1791212672706,"gmtModify":1791212676516,"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,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ai 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,"authorIdStr":"4142573913947612","idStr":"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":186,"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,"authorIdStr":"4149665799884162","idStr":"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":133,"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,"authorIdStr":"4149665799884162","idStr":"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":694,"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,"authorIdStr":"4149665799884162","idStr":"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":537,"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,"authorIdStr":"4149665799884162","idStr":"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,"authorIdStr":"4134821074118532","idStr":"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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