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周五最低指数没跌破计算的最低就是极限压低到极限值进行单边下跌吸筹的模式

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周五是节日最后天收盘是单边模式最低的运用那个节点散户都割肉完毕过节了机构在吸纳转弯

5.73出5.3回买那部分conl

84.8止盈81的crwv

754。3止盈715的lite

41止盈39.4的iren

66.85止盈 64.8和59.5的dram

节日发表了利好讲话全面高开也是止盈和减持大部分

<@&1519026403734061156>

<@&1519026403734061156>中国高科技领头的几个是给英伟达等公司供应光模块的，宝贝中的宝贝。可是日本收紧了对华出口7N级红磷。这个7N级红磷是制造高端光模块的必须物。7N级红磷国产自给率太低。兴发集团又只有6N级红磷。波浪理论学习的微博视频

2026-07-05 20:33

原文：
Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April.

Which listed:

1. Figure AI
2. Agility Robotics $CCXI
3. Apptronik
4. $TSLA
5. Boston Dynamics
6. Physical Intelligence
7. 1X Technologies
8. $AMZN Robotics
9. Covariant
10. Skild AI

As the National Champions of the United States robotics program.

"The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles.

While losing the race on where robotics is shipping today."

Then it frames:

1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.

2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China

As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was:

"With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027".

With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment.

I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China.

Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

翻译：
我偶然发现了一份来自SVRC Research的有趣报告，名为“2026机器人状态”，于四月份发布。

报告列出了以下公司：

1. Figure AI
2. Agility Robotics $CCXI
3. Apptronik
4. $TSLA
5. Boston Dynamics
6. Physical Intelligence
7. 1X Technologies
8. $AMZN

2026-07-05 20:33

Robotics
9. Covariant
10. Skild AI

作为美国机器人项目的国家冠军。

“美国在机器人领域的发展方向上领先于世界：基础模型、OpenAI风格的扩展规律应用于行动、自动驾驶车辆。

但在机器人当前的应用方面却落后于其他国家。”

然后报告指出：

1. 稀土元素的依赖：从用于电机的钕到用于高温应用的钐钴，稀土元素的供应成为一个关键的弱点。

2. 执行器的依赖性。系列弹性执行器、准直接驱动电机和精密减速器主要来自日本、德国和中国

这是主要弱点之一，除了制造速度、数据收集成本和法规等因素。报告的结论是：

“由于至少有六家资金充足的美国人形机器人公司正在竞争一个仍处于初期形成阶段的市场，我们预计2027年将会有至少两次重大整合事件（收购或合并）”。

物流/电子商务（如$AMZN / $FDX）和汽车行业从$GM到$FORD将是部署的首要用例。

我认为看到研究公司重申我一直在讨论的许多观点很有趣。无论如何，我确实认为这将是一场美国和中国之间的重大竞争。

Agility Robotics（我持有）、特斯拉、Figure和Apptronik是代表美国的领先者。他们将与中国的Unitree、AGIbot、Ubtech等公司竞争。

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Roboti...

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed:1. Figure AI 2. Agility Robotics $CCXI3. Apptronik 4. $TSLA 5. Boston Dynamics6. Physical Intelligence 7. 1X Technologies8. $AMZN Robotics9. Covariant10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames:1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and ChinaAs one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment.I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

刚把mstr平了，全部用来加spcx

59K开的大饼，1530开的二饼，现在还在甲午月，过两天才是未月。

就在刚刚，有个A11大哥朋友，他家娃准备要在美国出生，一开始让给起名字，刚开始说是巳时准备出来，然后拖到午时。

想要长期盈利比较忌讳高频交易，频繁开单就会频繁止损，尽量减少开单频率，一个月几单的频率的收益率不会比频繁交易的低。

2026-07-05 15:37

原文：
Just some consolidated updates on memory:

- $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized.

- Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream.

- MS remains especially positive on Macronix/Winbond

- UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est.

- UBS expects NAND flash to be raised 30% from prev quarter.

- Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations.

Something to note:

Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters.

But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation.

I've already made projections going into 2028 from the start of the year on my memory names...

I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.

翻译：
以下是一些关于内存的最新消息：

- $MU 领投了1.5万亿日元（约93亿美元）的投资于广岛，这对Disco、Advantest、Resonac和Towa来说是一个积极的信号，因为资本支出是本地化的。

- 摩根士丹利指出，NAND将继续在2027年面临短缺，因此$SNDK / Kioxia等公司以及$SIMO和上游公司将受益。

- 摩根士丹利对Macronix/Winbond尤其持积极态度。

- 瑞银预计2026年第三季度DDR合同的平均价格将增加32%，第四季度将增加18%，高于之前的预估17%和12%。

- 瑞银预计NAND闪存的价格将比上个季度增加30%。

- 据报道，三星计划在第三季度将DRAM价格提高20%。趋势力研究所最近预测，第三季度DRAM合同价格将比上个季度增加13%至18%，因此这次涨价超出了预期。

需要注意的是：

很多人看到20%的涨价，觉得不算很多，尤其是与之前的70-80%的涨价相比。

但是，如果你先将价格提高100%，然后再提高100%，然后再提高30%，那么实际的涨价远远超过人们的预期，因为这是复利的效果，类似于追踪通货膨胀。

我已经从今年开始，对我的内存股票做出了2028年的预测。

我只是坐回去，观察事情的发展，听着所有关于“内存优化”和“他们不能一直这样涨价！”的喧嚣。

Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac...

Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized.- Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream.- MS remains especially positive on Macronix/Winbond- UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est. - UBS expects NAND flash to be raised 30% from prev quarter. - Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations.Something to note:Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters. But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation. I've already made projections going into 2028 from the start of the year on my memory names... I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.

三星7.7财报 https://t.co/EUs6gHaPhs

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