Alpha lies in small, overlooked themes.

วงจรซูเปอร์“สตอเรจ” กำลังเร่งตัวเป็นจริง

Stock Surges Up to 16% in After-Hours Trading, Market Sentiment Clearly Recovers.

财报失灵、筹码变少，炒股进入低流通时代

订单锁至2030年，周期股逻辑正被改写。

NVDA and AVGO appear relatively cheap, but that's only if you believe they can hit analysts' targets.

7巨头正在被错误定价，AI资本开支恐慌过头了。

时逢韩股、美股「巨震」，一份仅仅「符合预期的财报」，可能已远远不够。

The AI boom is deeply penetrating the physical world—electricity, materials, and manufacturing are no longer part of the traditional "old economy" but have become the most essential foundation supporting the AI skyscraper.

Sellers Remain Bullish, But Adopt a Cautious Stance While Gleaning the Essence.

SPCX 期权激烈博弈，支撑 150 美元，阻力 180 美元，到期日临近，谨慎操作。

Unpacking CXMT's technology roadmap, financial data, HBM challenges, and IPO structure.

How long the story can last depends on the evolution of AI chip demand, capacity building, and competitive dynamics.

This extreme volatility was more driven by mechanical selling from algorithmic trading, forced liquidations of retail leveraged capital, and institutional rebalancing, rather than a sudden deterioration in fundamentals.

The AI narrative is shifting from "unlimited imagination" to "calculating returns," and Micron's earnings report will be the final arbiter of whether this crash is a technical sell-off or a turning point in the bull market.

高盛称AI叙事未变，但加息预期、回购静默期与估值压力令中期风险升温。