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2026-07-10 12:28

原文：
Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027.

Pairing with Highlanders, a Japanese robotics company.

- Agility $CCXI x Foxconn, Toyota
- Apptronik x $JBL, Mercedes
- Highlanders x Mitsubishi
- Figure × BMW
- Boston Dynamics x Hyundai (subsidiaries)
- Optimus x Tesla (Internal)
- Rainbow Robotics x Samsung (subsidiaries)

Idk if it's just me of there's a lot of patterns with humanoid companies playing buddy-buddy up with a major auto player/manufacturer.

If they're not already vertically integrated by one already.

Then the Chinese players like UBTech/AgiBot/Unitree don't seem to care and work with a wide variety of auto players in China.

Curious how this trend plays out...

翻译：
三菱汽车加入机器人竞争，计划于2027年部署人形机器人工人。
他们与日本机器人公司Highlanders合作。
- 敏捷性 $CCXI 与富士康、丰田合作
- Apptronik 与 $JBL、梅赛德斯合作
- Highlanders 与三菱合作
- Figure 与宝马合作
- 波士顿动力学与现代（子公司）合作
- 优化与特斯拉（内部）合作
- Rainbow Robotics 与三星（子公司）合作

不知道是不是我，但似乎有很多人形机器人公司与大型汽车制造商/生产商合作的模式。
如果他们还没有被某个公司垂直整合的话。
然后中国的玩家，如UBTech/AgiBot/Unitree，似乎不在乎，并与中国的各种汽车制造商合作。
很好奇这种趋势会如何发展... 🤔

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Fox...

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company.- Agility $CCXI x Foxconn, Toyota- Apptronik x $JBL, Mercedes- Highlanders x Mitsubishi- Figure × BMW- Boston Dynamics x Hyundai (subsidiaries)- Optimus x Tesla (Internal)- Rainbow Robotics x Samsung (subsidiaries)Idk if it's just me of there's a lot of patterns with humanoid companies playing buddy-buddy up with a major auto player/manufacturer. If they're not already vertically integrated by one already. Then the Chinese players like UBTech/AgiBot/Unitree don't seem to care and work with a wide variety of auto players in China. Curious how this trend plays out...

gate的人脸能被突破就是@Gate 的问题，

gate的人脸能被突破就是@Gate 的问题，一定要小心自己的高清素颜视频音频外泄了，现在AI换脸真可以实现以假乱真，隐私在这个AI时代异常重要，再发展下去基本上一套操作下来能突破你所有安全防线。太吓人了这次这事。被盗资金已经被转移到洗钱地址。 https://t.co/8yoqO3PNOE

[图片]

2026-07-10 11:18

原文：
The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today.

If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later.

Do you guys think it's time I should sell courses on TA? https://t.co/LweBzWStuk

翻译：
“神话中的黄金蛋龙烛”预测了今天的 $SIVE 涨势。

如果你看我画的黄金蛋孵化指标，你可以看出它预测了 Sivers 的 CEO 在公开市场上一天后进行买入。

你们觉得是时候我开始出售技术分析课程了吗？ https://t.co/LweBzWStuk

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it pred...

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. Do you guys think it's time I should sell courses on TA?Serenity: @EUlmsten wow the mythical golden egg dragon candle was spotted over the $SIVEF chart. Something big is coming...

<@&1519026403734061156>

<@&1519026403734061156>可重复使用火箭一级现在有了三种方案：1）通过钩子在海上平台上方悬挂钢缆进行捕获（长征10B）。2）在海上驳船或陆地着陆区使用可展开支腿着陆（猎鹰9号，新格伦）。3）通过机械臂直接在发射塔上捕获（星舰）。

顺哥。Soxl 今天到期sell put 130 附近都已经全部躺平赚钱。轻轻松松没压力。下个星期可以继续做。但是我自己比较保守，110 以下，1000 手，不是all in. 剩余资...

顺哥。Soxl 今天到期sell put 130 附近都已经全部躺平赚钱。轻轻松松没压力。下个星期可以继续做。但是我自己比较保守，110 以下，1000 手，不是all in. 剩余资金我会等待时机买正股。SK Hynix 149 IPO 价钱我不参与，又是Space X 套路。系统看今天低位看125 ，高位看190。自己决定是否赌博。

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<@&1519026403734061156>#NVDA##英伟达# 暂时顶住了下跌压力，图二分享监测点以判断能否继续反弹。目前科技巨头里英伟达最便宜。英伟达顶住股市就不会崩溃。专栏 · 英伟达

<@&1519026403734061156>

<@&1519026403734061156>#600879##航天电子# 在18.72--15.53之间找到底部以后，涨了1波，回撤第2波，第3波上涨来临。图二分享上涨目标。专栏 · 航天电子

2026-07-10 08:24

原文：
Yep, it’s interesting to witness retail capitulation.

After we got Bloomberg Meta compute article cleared up by their internal memo.

And the 2 reports on delays were denied by Nvidia.

Both of which caused the selloff in the first place...

So Photonics / Nvidia’s roadmap hasn’t fundamentally changed:

$LITE is still completely sold out for the next 2 years and likely into 2029.

$SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers.

$TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void.

$AAOI and their $471m/month h2 2027 revenue projections haven’t changed.

$IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared.

$AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared.

As with any theme from Rocketlab + Space sector 50% drop back in 2025.

Or Nebius + Neocloud 50% drop entering 2026.

Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago.

Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals.

Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops.

And institutions are probably placing limit orders to capitalize on that.

Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.

翻译：
是的，看到散户的认怂很有趣。

在我们澄清了彭博社关于Meta计算的文章后，他们内部的备忘录也做出了澄清。

而关于延迟的两份报告也被Nvidia否认了。

这两件事原本就是导致抛售的原因……

所以，光子学/英伟达的路线图并没有根本性的变化：

$LITE 在接下来的两年里仍然完全售罄，可能会持续到2029年。

$SIVE 即将与GlobalFoundries、Jabil、Poet、Ayar和其他大型供应商一起扩大生产。

$TSM 的COUPE和他们的台湾供应商从Shunsin到Foci并没有无缘无故地消失。

$AAOI 的每月4.71亿美元的2027年下半年收入预测并没有改变。

$IQE 与Macom和Tower Semi的外延片合同并没有消失。

$AXTI 对InP基板供应链的40%所有权并没有突然消失。

就像火箭实验室+太空行业在2025年下跌50%一样。

或者Nebius+Neocloud在2026年初下跌50%。

2026-07-10 08:24

或者三星/SK海力士由于伊朗战争、LNG/氦/石油恐惧而崩盘。

来自无差别主题性抛售的波动性通常不能代表个别公司的基本面。

散户往往会根据价格波动和想象中的图表建立信念，然后当股票下跌时失去信念。

机构可能正在下限价单以利用这一点。

信念不应该与某一天的股票报价挂钩，而应该与长期收入或营业收入增长挂钩。

Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 report...

Yep, it’s interesting to witness retail capitulation.After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place...So Photonics / Nvidia’s roadmap hasn’t fundamentally changed:$LITE is still completely sold out for the next 2 years and likely into 2029.$SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers.$TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void.$AAOI and their $471m/month h2 2027 revenue projections haven’t changed.$IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared.$AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared.As with any theme from Rocketlab + Space sector 50% drop back in 2025. Or Nebius + Neocloud 50% drop entering 2026.Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago.Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals.Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops.And institutions are probably placing limit orders to capitalize on that.Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.Lee: 40% swing from the panic/X hysteria lows.I would not rely on X is an indicator but it can be a good contrarian tool.More to the point I think photonic sector is starting to bottom. $SIVE

<@&1519026403734061156>

<@&1519026403734061156>#CRCL# 出新低了。图二分享继续不看涨的看法。

密切关注峰哥操作

密切关注峰哥操作割肉暴涨，梭哈暴跌，希望他今天就割肉，周一暴涨成全大家 https://t.co/6j7pS0RsL1

美股盤前觀察 2026-07-10

截止美東時間02:15，標普指數期貨ES與納指期貨NQ在1小時級別完成了「破底翻」到「反彈至區間上沿」的動作，目前兩大指數均在關前蓄勢，形成一種「圍而不攻」的態勢。比較理想的情況是，等待納指期貨完成了關鍵的多頭交叉之後，再兩大指數同時向上攻擊，這樣就是「先勝而後戰」——這是我希望看到的行情（如圖所示）。但是也完全有可能「放棄攻勢」，納指EMA60與EMA120均線交叉失敗的情況，這樣一來，行情就還需要更多時間調整。總之，行情還在反覆摩擦的階段，漲跌互現是正常的，最終會選擇往那個方向走沒有人知道。但是目前來看，形勢總體上有利多頭。沒有大幅下跌的風險。—————————本文非投資建議，請參閱【讀者須知】。

航天的一次性耗材用件产业链归零，

航天的一次性耗材用件产业链归零，卫星的产业链用量发射量暴增。

国内可回收火箭成功了，卧槽，牛逼炸了。

国内可回收火箭成功了，卧槽，牛逼炸了。@elonmusk https://t.co/TS1YPsNvznhttps://video.twimg.com/amplify_video/2075444011431784448/vid/avc1/720x1280/svAqtUNkP1PifCuN.mp4?tag=28

<@&1519026403734061156>

<@&1519026403734061156>#美光##MU# 在6月20号提出见顶回撤，7月8号提出会有反弹，7月9号提出了上涨压力1036.54。实际到达1035.5，差了1元被压制。图二分享后续的发展及警惕。

🔄

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