To The Moon

  • Home
  • News
  • TigerAI
Log In Sign Up

Wall Street Insights

Keep a close eye on the global financial market, covering the stock market, foreign exchange, bonds, commodities, etc.

0 followers
Login to post
  • NewsNews
  • PostsPosts
  • SelectionSelection
      • V yV y
        ·05-26
        MU already price in 2027

        Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026

        美光在摩根大通科技峰会上表示,受AI强劲需求驱动,HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈,即便厂商全力推进产能建设,短期内仍难以填补AI带来的供给缺口。
        Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026
        看321回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 迷人的rr迷人的rr
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看191回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • cherry EFTYcherry EFTY
        ·05-08
        Q

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看344回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 持盈有道持盈有道
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看254回复Comment
        点赞2
        编组 21备份 2Share
        Report
      • 长期主义的Cooper长期主义的Cooper
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看282回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 观澜国际观澜国际
        ·05-08
        1

        "TACO" is out of date and Wall Street flooded with "NACHO" deals!

        华尔街正兴起“NACHO”(霍尔木兹海峡根本不可能重开)交易叙事,反映出市场对海峡短期重开已失去信心,投资者正将封锁和高油价视为“常态化特征”。这一逻辑重塑了油市、航运保险及利率定价,布油站稳百美元上方。尽管股市仍具韧性,但利率市场已开始为封锁引发的长效通胀冲击及衰退风险进行定价。
        "TACO" is out of date and Wall Street flooded with "NACHO" deals!
        看145回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 股神老马股神老马
        ·05-08
        g

        TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum

        台积电4月营收新台币4107亿元,环比微降1.1%,同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币,同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮,台积电全年资本支出指引上限高达560亿美元。
        TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum
        看237回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-07
        Nice to know 

        The Other Side of Altman: Lies, Schemes and Trillion Bets

        当OpenAI冲刺万亿估值,掌舵人Altman却身陷“撒谎”的信任危机。随着公司拥抱资本并涉足敏感领域,“安全”底线被悄然剥离。当AGI的终极钥匙交托给游走于现实与虚构边缘的野心家,人类面对的,究竟是改变世界的天才,还是一场无法验证的宏大骗局?
        The Other Side of Altman: Lies, Schemes and Trillion Bets
        看432回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-07
        Mark 

        IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering "Black April"!

        国际能源署(IEA)执行主任Fatih Birol指出,海湾地区已有逾75处能源设施遭到袭击,其中三分之一受到严重破坏,修复要很长时间。若霍尔木兹海峡整个四月持续关闭,全球损原油与成品油损失将达三月份两倍。
        IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering "Black April"!
        看246回复Comment
        点赞2
        编组 21备份 2Share
        Report
      • ricky的帐户ricky的帐户
        ·04-06
        mark

        The most exciting "research"? "Online celebrity AI Research Institute": Public data missed 50% of Hormuz's real traffic

        霍尔木兹海峡到底开没开?Citrini分析师冒死亲赴一线“数船”揭开真相:公开AIS系统竟漏报了近50%的真实流量!海峡并非简单的“非开即关”,而是处于随时变化的“动态执法”中。全球能源与航运供应链将面临更频繁、难测的剧烈波动,摒弃单一数据源,掌握多源验证的信息优势已成交易制胜关键。
        The most exciting "research"? "Online celebrity AI Research Institute": Public data missed 50% of Hormuz's real traffic
        看219回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-05
        Wow 

        AI computing power is fatally injured! Broadcom Director Names "Three Bottlenecks", Capacity Gap Fears to Last Until 2027

        博通高管点名AI供应链三大核心瓶颈:激光器、先进制程晶圆及PCB。受制于技术门槛与产能挤压,小型PCB交货周期已暴增至六个月,激光器良率不足30%。即便台积电现大规模扩产,因设备交期达12至18个月、2026年产能实际已被大厂锁定,新订单需排队至2027年,算力缺口将趋于常态化。
        AI computing power is fatally injured! Broadcom Director Names "Three Bottlenecks", Capacity Gap Fears to Last Until 2027
        看461回复Comment
        点赞2
        编组 21备份 2Share
        Report
      • V yV y
        ·05-26
        MU already price in 2027

        Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026

        美光在摩根大通科技峰会上表示,受AI强劲需求驱动,HBM、DRAM及NAND的供应紧张局面预计将持续至2026年以后。供应扩张面临性能提升收窄、晶粒尺寸增大及EUV爬坡制约等结构性瓶颈,即便厂商全力推进产能建设,短期内仍难以填补AI带来的供给缺口。
        Storage capacity simply can't keep up! Micron Warns: Shortages Will Last Beyond 2026
        看321回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 持盈有道持盈有道
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看254回复Comment
        点赞2
        编组 21备份 2Share
        Report
      • 迷人的rr迷人的rr
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看191回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • cherry EFTYcherry EFTY
        ·05-08
        Q

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看344回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 长期主义的Cooper长期主义的Cooper
        ·05-08
        1

        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth

        知名投资人段永平高调清仓中国神华、全力押注泡泡玛特,一度带动股价单日飙涨近6%。然而德意志银行当头泼冷水:海外销售环比最高骤降41%,核心IP二手价最高折价40%,2026年营收或现负增长,预测较市场一致预期低逾24%,目标价下调至140港元并维持卖出评级。
        Before Bubble Mart's earnings report, Deutsche Bank shouted to sell: overseas cooling, domestic exhaustion, and the whole year may turn negative growth
        看282回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 观澜国际观澜国际
        ·05-08
        1

        "TACO" is out of date and Wall Street flooded with "NACHO" deals!

        华尔街正兴起“NACHO”(霍尔木兹海峡根本不可能重开)交易叙事,反映出市场对海峡短期重开已失去信心,投资者正将封锁和高油价视为“常态化特征”。这一逻辑重塑了油市、航运保险及利率定价,布油站稳百美元上方。尽管股市仍具韧性,但利率市场已开始为封锁引发的长效通胀冲击及衰退风险进行定价。
        "TACO" is out of date and Wall Street flooded with "NACHO" deals!
        看145回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • 股神老马股神老马
        ·05-08
        g

        TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum

        台积电4月营收新台币4107亿元,环比微降1.1%,同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币,同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮,台积电全年资本支出指引上限高达560亿美元。
        TSMC's revenue rose 17.5% year-on-year in April, and AI demand supported full-year expansion momentum
        看237回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-07
        Nice to know 

        The Other Side of Altman: Lies, Schemes and Trillion Bets

        当OpenAI冲刺万亿估值,掌舵人Altman却身陷“撒谎”的信任危机。随着公司拥抱资本并涉足敏感领域,“安全”底线被悄然剥离。当AGI的终极钥匙交托给游走于现实与虚构边缘的野心家,人类面对的,究竟是改变世界的天才,还是一场无法验证的宏大骗局?
        The Other Side of Altman: Lies, Schemes and Trillion Bets
        看432回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-07
        Mark 

        IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering "Black April"!

        国际能源署(IEA)执行主任Fatih Birol指出,海湾地区已有逾75处能源设施遭到袭击,其中三分之一受到严重破坏,修复要很长时间。若霍尔木兹海峡整个四月持续关闭,全球损原油与成品油损失将达三月份两倍。
        IEA warns: The energy shock in the Gulf exceeds the combined intensity of 1973, 1979 and 2022, and the global economy is entering "Black April"!
        看246回复Comment
        点赞2
        编组 21备份 2Share
        Report
      • ricky的帐户ricky的帐户
        ·04-06
        mark

        The most exciting "research"? "Online celebrity AI Research Institute": Public data missed 50% of Hormuz's real traffic

        霍尔木兹海峡到底开没开?Citrini分析师冒死亲赴一线“数船”揭开真相:公开AIS系统竟漏报了近50%的真实流量!海峡并非简单的“非开即关”,而是处于随时变化的“动态执法”中。全球能源与航运供应链将面临更频繁、难测的剧烈波动,摒弃单一数据源,掌握多源验证的信息优势已成交易制胜关键。
        The most exciting "research"? "Online celebrity AI Research Institute": Public data missed 50% of Hormuz's real traffic
        看219回复Comment
        点赞1
        编组 21备份 2Share
        Report
      • Kierayu876Kierayu876
        ·04-05
        Wow 

        AI computing power is fatally injured! Broadcom Director Names "Three Bottlenecks", Capacity Gap Fears to Last Until 2027

        博通高管点名AI供应链三大核心瓶颈:激光器、先进制程晶圆及PCB。受制于技术门槛与产能挤压,小型PCB交货周期已暴增至六个月,激光器良率不足30%。即便台积电现大规模扩产,因设备交期达12至18个月、2026年产能实际已被大厂锁定,新订单需排队至2027年,算力缺口将趋于常态化。
        AI computing power is fatally injured! Broadcom Director Names "Three Bottlenecks", Capacity Gap Fears to Last Until 2027
        看461回复Comment
        点赞2
        编组 21备份 2Share
        Report
    Terms and Conditions Privacy Policy
    Company: TTMF Limited. Tech supported by Xiangshang Yixin. Email: uservice@ttm.financial