我的关注

Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

顺哥。硬件板块和半导体和我上个星期预算差不多。热门板块升幅接近尾声，需要一个大幅度回调才会吸引大机构进来抄底。所以短期都比较难回到以前的高位。特别是半导体。所以我已经说过任何半导体反弹，买 Soxs 正股，或者 sell call soxl 是正确思维。Meta 开始减少烧钱改变了游戏规则。其他七大股也会跟风。所以硬件股虽然可以慢慢买回调，但是中选前任何反弹必须赚钱跑路。

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing:Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others."Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex. But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.

顺哥。夜深人静反而让我看到了阿根廷足球的反转。人生真的没有到最后一刻都不知道输赢。梅西确实是天选之人，最后都可以扭转乾坤。恭喜阿根廷突围。但是我的钱依然在法国🇫🇷

顺哥，凌晨两点，时差还没倒过来，躺在床上辗转难眠。望着广州繁华的夜景，酒店窗外就是小蛮腰，灯火依旧璀璨，不禁让我心里泛起阵阵涟漪。这次漂洋过海，特地带着几个孩子回来祭祖、寻根，希望他们能够亲身感受中华文化，把这份血脉相连的传承延续下去。一眨眼，顺哥也已年过半百。想当年，还是个孩子时便离开了广州；如今再回来，已是带着自己的孩子，寻找儿时生活过的点点滴滴。此时此刻，才真正体会到那句诗的意境：“少小离家老大回，乡音无改鬓毛衰。儿童相见不相识，笑问客从何处来。”

顺哥。硬件股跌就代表软件股强。Adbe Msft Pltr Now Igv 这些反弹。如果几个星期前业绩跟我买Adbe 200 以下，现在230, 这里我盈利跑路。户口今天新高。恭喜大家。硬件股跌对我没有影响，sell put 这个星期soxl 105 应该不会接股。躺平赚钱。

How is the US so far behind?Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?

61出一半59.5的dram

49.3出一半47.3 的oklo

選股條件個股近5日相對大盤漲幅>7%（適度強於大盤）；股價高於三條均線EMA20、EMA60和EMA120，且股價與最高的一條均線之間的距離不小於2%（股價擺脫短中長期成本壓制）；EMA60與EMA120均線之間的距離大於-1%（中長期均線即將形成多頭排列）。這個選股條件的預期是。股價擺脫市場短中長期成本壓制之後能夠迅速形成中長期多頭排列的支持，開啟一波強勢上漲趨勢。交易策略首先要做一些基本面功課：了解企業的生意與前景，當前市場有沒有與之相關的敘事，股價催化劑有哪些——這幾個問題可以問AI。我希望企業基本面、股價與敘事的方向一致。每個行業Industry裡只選一隻最強的股票，每個產業Sector中最多持有三隻股票，找到獵物之後，進行下一步。不論如何先買一筆，因為有可能強勢的行情不給上車機會。如未來一週內有回撤可增持一筆，如一騎絕塵，則放棄增持。這兩筆交易（也許只有第一筆）的止損價，放在距離當前價最近的一個突破性大漲K線的下方。根據止損價計算可承受的損失，然後倒推應該持有的股份數。這兩筆交易（也許只有第一筆）要麼是行情不及預期觸發止損出局，要麼發展出一波行情之後，等待出現明顯見頂跡象再平倉出局。如果出現既不觸發止損也未能如預期走牛（行情很磨蹭），我會考慮換股，重複上述步驟。任何市況都有牛股，掌握上述方法，可以完全不理會大盤漲跌。當然，做這類交易很辛苦，並不是最容易賺到的錢，所以我早已不做這類交易。不過這個方法是可行且有效的，希望對你有啟發。—————————本文非投資建議，請參閱 【讀者須知】。

<@&1519025571852583154>【大账户】卖一张nvda 的pmcc. $220 行权价，收入$245权利金。 涨穿就出一张nvda 合成多头

This is the average visual TA bro, takes a 50% 50% coinflip: If it goes the other way, they say "ABC Pattern Invalidated", should have known... If they get the coinflip right, they promote their $40/month chart. -> People drawing swiggly lines over KOSPI mean nothing where it heads. When it's primarily Samsung/SK Hynix and forward operating income growth from DRAM/NAND. -> The swiggly drawing over $SIVE, $AEHR, and others mean nothing. When it's primarily hyperscaler suppliers, thematic premiums, and volume ramp orders determining valuations. Then if something randomly goes from $1 to $60 like $AXTI, they claim they spotted it with their "Golden Egg Dragon Candle", while ignoring anything with InP substrate and otpical demand. There's rare times like these where it's a massive sector drop all together.But now the TA bros are showing up everywhere sayinghere's a $40 course on how they predicted it with swiggly lines.Ronin: @aleabitoreddit @WLinvestment TA is astrology for fin bros

29.2出一半28.35的nvdl

371 出一半366的avgo