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<@&1519026403734061156>#康宁##GLW# 进入了有史以来最大的回撤。图二给出回撤区间。【英伟达投资康宁的价格在170元左右】

So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers:- Hwashin (010690) / body, arms, legs- LG Energy (373220) / battery - Hyundai Autoever (307950) / integration- Hyundai Mobis (012330) / actuatorsAs for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028- 40k-70k 2029- 90k-140k for 2030Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name:- $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now)- Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions:- 31 actuators per Atlas- $1K per actuator in 2028- $134K Atlas ASP,Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp.I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.

<@&1519026403734061156>【补发视频链接】这个国家的小孩一出生就获得一个股票账户，初始资金7000人民币，用于购买标普500指数型基金。除了这7000元，家长可以每年再投入35000元，还有各大企业纷纷捐赠。这是“定投基金从娃娃抓起”。 波浪理论学习的微博视频🎬 视频：每个小孩一出生就获得7000元的股票https://video.weibo.com/show?fid=1034%3A5319610321535070&luicode=20000174&launchid=10000360-page_H5http://t.cn/AXKbqhYP

<@&1519026403734061156>【补发高清版】#CRCL# 的反弹压力位74.48没过去，不认为底部已找到。【8月7号是结构法案/清晰法案获得通过的最后期限，如果未能通过，则今后好多年都没戏。】

<@&1519026403734061156>【补发高清版】#纳斯达克综指##IXIC# 6月10日给的监测点冲上来了，可以不破新低横向调整然后向上突破。图二给出上涨目标和最大级别的波浪图。这次突破的领军是英伟达和苹果。

<@&1519026403734061156>【补发高清版】#PLTR##帕兰蒂尔# 7月2号提出的上涨目标135.04已经实现，推动浪也形成了，目前在回撤。图二分享回撤区间及今后的发展。

<@&1519026403734061156>#CRCL# 的反弹压力位74.48没过去，不认为底部已找到。【8月7号是结构法案/清晰法案获得通过的最后期限，如果未能通过，则今后好多年都没戏。】

<@&1519026403734061156>#纳斯达克综指##IXIC# 6月10日给的监测点冲上来了，可以不破新低横向调整然后向上突破。图二给出上涨目标和最大级别的波浪图。这次突破的领军是英伟达和苹果。

<@&1519026403734061156>#PLTR##帕兰蒂尔# 7月2号提出的上涨目标135.04已经实现，推动浪也形成了，目前在回撤。图二分享回撤区间及今后的发展。

為什麼理解動量很重要？ 因為動量 (Momentum) 體現了金融市場普遍存在的「馬太效應」。理解動量，可以幫助我們找到市場聰明錢的流動方向。 如果你希望跑贏大盤，你的投資組合中必須都是高動量的股票。動量觀察表指標說明以下是在美股所有上市公司中篩選出兩類股票：第一類：各行業板塊綜合動量評分最高的股票：以下列表中的股票，都是當前市場最炙手可熱的股票，是熱錢聚集的地方。這類股票我的交易原則是：等回撤至重要技術位置時進入，動量大幅減弱且出現趨勢走壞跡象時退出。第二類：短期動量大幅提高的股票：這一類別是正在受到資金關注的股票，它們有極大可能會成為下一批市場熱門股。這類股票我的交易原則見：短線強勢股的選股與交易策略。第三類：出現反轉特徵的股票：這類股票已經完成了由空頭趨勢轉向多頭趨勢的最重要的前三步，並且價格已經擺脫了所有均線的壓制，有極大可能會走出牛市行情。這類股票的預期是，能夠逐漸走出多頭行情，形成完全多頭排列（20均線>60均線>120均線）；底線是，不可再跌回到20均線組下方超過三個交易日，否則大概率可能反轉失敗。我的 《動量組合》 在上述三類股票中精選不超過十隻股票構成。相關閱讀：《尋找動量：市場領導股投資策略》本文非投資建議，請參閱 【讀者須知】。

<@&1519026403734061156>这个国家的小孩一出生就获得一个股票账户，初始资金7000人民币，用于购买标普500指数型基金。除了这7000元，家长可以每年再投入35000元，还有各大企业纷纷捐赠。这是“定投基金从娃娃抓起”。 波浪理论学习的微博视频

Apparently, Korean Beauty was where all the alpha is.APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC.Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face for better skin. The world's female population creates a bigger structural demand than hyperscalers for memory or lasers? Should have known...우아한 브리핑: @Liberty0918 반도체 쏟아붓는 와중에 K뷰티가 또 터지네. 1Q 순익 41% 폭증에 하반기 대장주 예고라. 수출 150억 달러 시대 문턱인데, 미국·유럽 기초 카테고리 중심으로 구조적 성장 중. ODM 쪽 레버리지 제대로 먹는 기업들 영업이익률 30%대 찍는 거 보면 단순 소비재가 아니라 기술+브랜드 모멘텀 섞인

<@&1519026403734061156>circle获得的是全国性联邦信托银行牌照，不是商业银行牌照，不能吸收存款，不能发放贷款。它的USDC和美元之前托管在梅隆银行，今后可以自己管理了。可以剩下托管费，每年节约一亿美元。所以未来能给circle带来一亿美元的利润。但是这个事情只能节流并不是开源。并不带来新增收入。

这个地方不错