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📅 20260930 推文存档
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@iiiinvest
2026-09-30 23:07:03
部分兄弟说的挺好的。我认为以当前的情绪，很难带动整体半导体板块，叠加当前反弹高位，我空单拿着等盘后财报了。
我希望行情验证自己的观点，对错都认。
2026-09-30 22:27:17
盘后美光财报 今天大盘挺强，但依旧处于无效的波动区间。相较于大盘，半导体有点弱。今晚盘后有美光的财报，这是大家不看好抢跑吗？
1、上次美光财报，财报前下跌，财报当日财报公布，盘后拉了一个大阳线，但次日就砸下来了。 2、逻辑上，上次的美光财报应该是叠加了各种热钱打出来的高点，很难突破。
2026-09-30 21:23:27
盘前微涨，按照计划来，不纠结不内耗。尊重市场，而不是自我演戏。开盘看！
2026-09-30 17:16:38
油价上涨，交易的是通胀逻辑。 美债上涨，交易的是风险逻辑。 美股本身，交易的是风险定价。
归根到底都是美元，都在抢钱：AI在抢，美债在抢，加密在抢，黄金在抢，油也在抢。美元变得更值钱了，风险定价更高了。
今晚又是PCE又是美光财报，真几把刺激！
2026-09-30 13:02:23
兄弟们，投资亦如人生，活的就是个过程，赚了就开心，开心一刻是一刻，嗨起来！
2026-09-30 08:03:17
600万美金做空纳指、半导体逻辑思考
1、交易角度：纳指、半导体新高附近，止损好设置，也就是亏损有限； 2、资金角度：资金明显出现断档，此轮反弹道琼斯＜标普＜纳指＜半导体，资金选择的背后是情绪和资金的共振，半导体是最后一棒；
@dianzhuXS
2026-09-30 21:02:26
終於也僭越一回了 https://t.co/C8EGLLBu08
2026-09-30 12:03:32
「西邊的太陽快要」的第二集 已經開始⋯⋯ 我作為命理師 只負責提前預測 不幹落井下石的事 何況我跟金文聲老先生的⋯⋯ 綜上 我聊郭德綱那期油管節目 已經私藏下架 等今年熱點過去了 再提供以學習為目的的觀看
還是那句話 郭德綱早期的一些活 後來寫的一些書 都很值得收藏
人到難處拉一把
@aleabitoreddit
2026-09-30 12:21:25
Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- https://t.co/up26ZCPhli
@JonathanDi3614
2026-09-30 11:59:45
9.30午评：节前最后一天，市场在等什么？ 依旧等待机会中 节前最后一个交易日，指数继续窄幅震荡，小幅缩量。科技冲高回落，延续调整，对指数形成压制。流动性持续收缩，大盘只能反复磨底。 https://t.co/5nqWIPGemX
@elonmusk
2026-09-30 11:41:28
RT @sundarpichai: Great to meet today with @POTUS, @JDVance, @SpeakerJohnson and Administration + tech leaders. Important conversation and…
2026-09-30 11:37:32
Best way to sandbox an AI is to put it on a Delta flight – it will have no chance of accessing the Internet!
2026-09-30 10:14:06
RT @Starlink: Views from of one of the first 26 Starlink V3 satellites successfully deployed to orbit by Starship
Thanks for the ride, @Sp…
2026-09-30 10:11:24
RT @alpaysh: i still think about this ngl https://t.co/0gPtL7KKJq
2026-09-30 09:58:21
RT @niccruzpatane: From concept to reality.
@SpaceX has successfully deployed Starlink V3 satellites into Earth’s orbit and made contact w…
2026-09-30 09:51:56
RT @Stellarixorine: 🚀 For 13 flights, Starship was intentionally kept on a suborbital path. Flight 14 changed that.
On September 28, Ship…
2026-09-30 09:35:28
RT @nicksortor: 🚨 JUST NOW: Elon Musk and Jensen Huang give an INSIDE LOOK at the big meeting between top AI firms and President Trump toda…
2026-09-30 09:27:34
Also sprach Zarathustra
2026-09-30 09:15:17
RT @SpaceX: Crew-13, SpaceX, and @NASA completed a full rehearsal of launch day activities https://t.co/RP9MUppxpm
2026-09-30 09:13:25
Starship Super Heavy
2026-09-30 09:12:03
RT @finkd: I think it's a significant positive step that the leaders of every major American lab have committed to implementing robust inte…
2026-09-30 08:31:09
RT @_sholtodouglas: This is excellent 🫡 Its pretty fucking cool that we get to live at the time when there is a "White House Accord on Supe…
2026-09-30 08:28:52
RT @mdahardy: We should just sandbox the agents by giving them Delta Wifi
2026-09-30 08:27:49
RT @SRBednarek: We’re now live in Ecuador with @Starlink Mobile! The new service with @CNT_EC will connect people in cellular dead zones ac…
2026-09-30 08:22:32
RT @GavinSBaker: Backstage before our panel on superintelligence at the launch of https://t.co/pdYe2rppWr
Will post the video when it come…
2026-09-30 08:19:51
Due to high winds, the new Roadster demo is postponed by 2 weeks
2026-09-30 08:14:37
RT @as400495: Possible thanks to @taigrr @caelin_sutch @ahmadaccino and the great career staff across the government
2026-09-30 08:14:13
Grok 4.7 rank 1 on AA cyber index
2026-09-30 07:19:34
RT @jgebbia: Thanks @BretBaier for having me 🇺🇸
Airbnb co-founder leads Trump admin in creating 'concierge' to navigate government https:/…
2026-09-30 06:27:02
RT @WhiteHouse: America leads the future of Super Intelligence. 🇺🇸 https://t.co/gHuBoMn7Wj
2026-09-30 06:25:43
RT @DavidSacks: Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models…
2026-09-30 06:21:51
RT @StateDept: SECRETARY RUBIO on https://t.co/pt9rQXC44r PASSPORTS: No printing forms, no drugstore hostage photo, no appointment, no line…
2026-09-30 06:21:24
RT @america: Elon Musk's full discussion with NVIDIA CEO Jensen Huang at the https://t.co/IzUYzFJ4OH launch event. https://t.co/qH6xZbVNmM
2026-09-30 06:20:47
RT @mkratsios47: White House Accord on Super Intelligence Joint Commitment on Frontier Responsibilities
2026-09-30 06:20:27
RT @RapidResponse47: Chief Design Officer @jgebbia officially unveils https://t.co/tMEB6EUmxg, the new online home for the United States of…
2026-09-30 06:20:09
Congratulations, @jgebbia!
2026-09-30 06:15:52
RT @WhiteHouse: Official. https://t.co/BoTuIhxbTg
2026-09-30 05:59:30
RT @nicksortor: 🚨 JUST NOW: Elon Musk, shoulder to shoulder with President Trump, explains why AI is going to lift up ALL of humanity -- no…
2026-09-30 04:22:41
Starship flight videos
2026-09-30 03:55:35
RT @cb_doge: BREAKING: Elon Musk was sitting next to President Trump at the White House Super Intelligence luncheon. Here is President Trum…
2026-09-30 03:55:20
Super Intelligence
2026-09-30 03:42:52
RT @cb_doge: BREAKING: Grok is helping power America .gov, the U.S. government’s new AI website. 🇺🇸
U.S. Chief Design Officer Joe Gebbia s…
2026-09-30 03:42:24
RT @hexiang: try https://t.co/A8QzJgoZEB
2026-09-30 00:13:53
RT @beehrhart: Retail investors should be heard. And @Tesla is proud to create practical tools to empower their voice.
生成时间：2026-10-02T13:01:24.763Z