Odaily星球日报讯 “新股神”Serenity 在 X 平台发文表示，此前一直在向散户投资者及瑞典对冲基金强调 Sivers（SIVE） 对共封装光学（CPO） 产业链的重要性，但市场并未充分重视这一观点。，在大量散户投资者被震仓离场后，摩根大通（JPMorgan Chase） 趁机大幅增持 Sivers 股份，且此次增持主要来自机构资金，目前摩根大通持有 Sivers 的股份比例已从上个月的 0.4%快速提升至本月的 5%以上。
Odaily Planet Daily News The Islamic Revolutionary Guard Corps of Iran issued a statement claiming that at 1:30 AM local time today (June 6th), "four violating oil tankers, instigated and commanded by the US military, attempted to illegally sail out of the Strait of Hormuz without coordination and ignoring the established warnings of the Revolutionary Guard Navy." After the Revolutionary Guard issued a warning, it intercepted one of the oil tankers, and the other violating vessels turned back. The statement claimed that at 2:00 AM, a US military drone opened fire on a communications facility on Iran's Qeshm Island and the Sirik port. In response to the US military's aggressive actions, the Revolutionary Guard's Aerospace Force immediately launched ballistic missiles, striking the US Air Force base in Kuwait and important facilities of the US Navy's Fifth Fleet in Bahrain. The statement emphasized that Iran warned the enemy, "if such evil acts are repeated, limited responses will no longer suffice, and the enemy must bear the consequences of a complete halt in oil and gas exports through the Strait of Hormuz." (CCTV International News)
Odaily星球日报讯 根据 MSX.COM 数据，美国股市延续跌势，纳指下跌 3.00%；特斯拉(TSLA.O)日内跌超 5%。
Odaily에 따르면, MSX.COM 데이터 기준으로 Micron Technology 주가는 10.24% 하락하여 900달러 아래로 떨어졌으며, 주당 892.8달러를 기록했습니다. 총 시가총액은 1.01조 달러입니다.
According to Odaily, data from MSX.COM shows the Philadelphia Semiconductor Index once expanded its decline to 7%, with Nvidia (NVDA.O) recently down 4.5%, ASML (ASML.O) down 4.65%, and TSMC (TSM.N) down 5.22%.
Odaily Planet Daily News Hyperbot data shows that the long positions of Brother Maji have been partially liquidated. Currently, only $229,000 worth of ETH long positions remain, with only $11,000 left in the account.
Odaily星球日报 보도에 따르면, 보스턴 연준은 목요일 발표한 최신 연구에서 미국의 에너지 구조가 근본적인 변화를 겪으면서 유가 충격이 국내 경제에 미치는 전달 경로가 완전히 바뀌었고, 이는 연준의 통화정책 논리 또한 재구성했다고 밝혔다. 현재 연준 내 주류 성향은 단기적으로 관망세를 유지하며, 갈등의 후속 영향을 지켜보자는 입장이다. 그러나 당국자들은 전쟁 장기화가 높은 인플레이션을 고착화할 수 있다는 우울한 전망을 공유하며, 이미 연내 금리 인상 가능성을 제기하는 목소리가 나오고 있다. 보스턴 연준의 연구는 이러한 주장을 뒷받침하는 근거를 제시했는데, 이번에는 경제 구조 최적화에 힘입어 금리를 인상하더라도 과거처럼 급격한 고용 하방 압력을 초래하지 않을 것이라는 분석이다.
그러나 모건스탠리는 이와는 상반된 시각을 보이며, 이번 유가 상승은 단기적인 공급 교란에 불과하며 연준의 금리 인상 핵심 동인이 될 수 없다고 주장했다. 모건스탠리는 하반기 인플레이션이 점진적으로 둔화되고 고용 시장이 변동성을 보일 것으로 전망하며, 연준이 연중 금리를 동결할 가능성이 높고 2027년에는 금리 인하를 단행할 수 있을 것이라고 내다봤다. (진스)
Odaily星球日报讯 “신의 주식 투자자” Serenity와 Garrett Jin이 A주 로봇 트랙 진입 시점을 두고 논쟁을 벌였다. Serenity는 앞서 X 플랫폼에 글을 올려 휴머노이드 로봇 트랙이 중국 상장 종목 중 가장 선호하는 대상이라고 밝혔으나, “1011 내부고래” 대리인 Garrett Jin은 지금 언급하기에는 너무 늦었으며 Serenity가 팔로워들에게 꼭지에서 매수하도록 유도하려는 것일 수 있다고 주장했다. 오늘 오전 Serenity가 처음으로 A주 "녹색 고조파(绿的谐波)"를 추천했고, 주가는 상한가(20%)에 도달했다.
Odaily Planet Daily News Emerging market assets fell for a third consecutive session, led by South Korean stocks, as investor enthusiasm for AI stocks waned. The MSCI Emerging Markets Index fell 1.7% to 1,728.66 points, while South Korea's KOSPI Index once plunged 7% on Friday.
After Broadcom's AI chip sales outlook failed to meet overly high market expectations, chipmakers such as Samsung Electronics and SK Hynix led the decline, with these two companies accounting for more than half of the KOSPI Index's market capitalization. After two consecutive weeks of gains, emerging market stocks and currencies are expected to record weekly losses this week.
Charu Chanana, Chief Investment Strategist at Saxo Markets, stated: "Broadcom is a trigger, reminding the market of just how excessive expectations have become. Investors have priced in a lot of perfection regarding AI, so even a small disappointment can lead to a fairly sharp revaluation. If non-farm payroll data comes in stronger than expected, it could become another excuse to cut AI investments." (Jin Shi)
Odaily Planet Daily News CryptoQuant analyst Axel Adler Jr stated that Bitcoin (BTC) is once again testing the February low of around $62,000. The current 7-day net realized loss has reached approximately $7 billion, higher than the level during the February low, but still below the peak loss of about $14 billion during the winter market panic.
Axel Adler believes that unlike February, the selling pressure in this round of the market has not weakened as it approaches the lows, but has instead continued to intensify. This suggests that the current test of the bottom is facing stronger capitulation pressure, and the market has not yet signaled a rapid rebound. As long as BTC remains above $54,000, the market has not yet entered a full-blown capitulation phase; if it breaks below and consistently trades under the February low, it could further decline towards the network-wide cost basis support area around $54,000.
Axel Adler Jr pointed out that BTC prices have clearly fallen below the cost basis of short-term holders (STH), which is approximately $76,000. The market is attempting to break below the February low. If it declines further, the main supports are only the network-wide average realized price of around $54,000 and the cost basis of long-term holders (LTH) at approximately $49,000. In historical cycles, these two areas have corresponded to the full capitulation phase and the formation range of cycle bottoms.
