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設置：市場仍然對頭條新聞敏感（特朗普/TACO，盈利拉鋸）。彈跳後，向下的氣穴會快速撞擊。
如何：
買入1個ATM/1步OTM看跌期權
再賣出1個OTM看跌期權（相同到期日）以降低成本
進場：進入VWAP/早間阻力位，而不是低點。
退出：第一次同花順獲利了結；如果價格回升VWAP+持有，則削減。
原因：捕捉突然的風險規避，無需完美的時機，最大損失上限。
我认为服务器 CPU 供给接近全年售罄，价格有望上调 10–15%。
The Chinese tech conglomerate plans to restructure the unit as a business with partial employee ownership before moving toward a potential listing, the report said, citing the sources.
The process is still in preliminary stages, with the valuation of T-Head yet to be determined, the news agency reported.
Shares of Alibaba were up nearly 3% in Friday's midday trade.
AI + EV boom craves NdPr magnet rare earths—Lynas, world’s #1 non-China producer, delivers from Mt Weld via US magnet pact & Kalgoor expansion. Surged 200%+ YTD on diversification tailwinds.
Lynas Rare Earths (ASX: LYC) has surged 31.10% in 2026 YTD
Secure supply beats volatile AI hype. $LYNAS LTD(LYC.AU)$
What’s you view?
这周的市场，说实话并不缺机会，反而是机会多到容易让人失手。美股全面收高，特斯拉、Meta、阿里轮流表演，稀土和关键金属暴冲两位数，黄金、白银、铂金一路刷新纪录，屏幕几乎每个角落都在闪机会。但越是这种环境，我越提醒自己别被行情牵着走。
Under CEO Lip-Bu Tan, Intel is accelerating cost-cutting and streamlining its product roadmap, but manufacturing remains the core bottleneck. Capacity limits and subpar 18A yields continue to weigh on margins, reinforcing that this is a supply-side issue rather than a demand problem.
Despite the pullback, Intel has still outperformed the broader semiconductor index over the past year, supported by renewed investor confidence and backing from Nvidia $NVIDIA(NVDA)$ , SoftBank, and the U.S. government.