06/20/2025 美股心灵SPA之晴转阴(第 1 部分)

这不是东大现状吗 :yaoming:但是东大股市一直不行,所以也没人有期待

中国处理方式的含金量还在上升

为什么英伟达净流出9.4亿涨了一个点,特斯拉净流入4.6亿在原地踏步? :clown_face:

因为这个指标没用 :yaoming:

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第三周:杀波动率多头
第四周:杀波动率空头

明白了,这就去做多波动率,静待老川整活 :troll:

所以现在东大也很艰难啊

区别就是东大可以自产自销,美国得从外面买,没得选 :yaoming:

都亲密战友了为啥不满仓满融直接退休 :sob:还陪我们这些散韭继续玩真好 :sob:
https://www.nytimes.com/2025/04/14/us/politics/marjorie-taylor-greene-bought-stock-trump-tariffs-pause.html

https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-14-25/card/marjorie-taylor-greene-bought-stock-sold-bonds-amid-trump-s-tariff-u-turn-0kc1EVZP7EeGHmKFU42q

川:我给中国人打电话,电话里他们说对不起。中国人怂了,我又赢了
中:对不起,您拨打的电话暂时无法接通

:troll:

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Disclosures from last week showed Greene purchased shares in 17 companies in the two days following Trump’s initial “Liberation Day” announcement, when the market was deeply in the red.

有一说一,如果只是在liberation day之后两天买入,这不很正常?又不是Trump发消息几小时之前才买的。

这个我得挺MTG

7号大盘这个位置去买也合理,说不出什么错,就是9号这个真的太丑陋了 :joy:

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好无聊的一天

东大今年的股市可比美股好多了,嗯,仅限于今年到目前为止

降息是必然的,迟早的事。长期高利率西大国债利息都还不起。

9.399 亿买入以100块成交,紧接着1股买入以10块成交,英伟达暴跌

怎么nvda突然开始跳水了 :yaoming:

On April 9, 2025, the U.S. government, or USG, informed NVIDIA Corporation, or the Company, that the USG requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of the Company’s H20 integrated circuits and any other circuits achieving the H20’s memory bandwidth, interconnect bandwidth, or combination thereof. The USG indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China. On April 14, 2025, the USG informed the Company that the license requirement will be in effect for the indefinite future.

The Company’s first quarter of fiscal year 2026 ends on April 27, 2025. First quarter results are expected to include up to approximately $5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves.

带一个4090回去卖有搞头吗

https://www.npr.org/2025/04/09/nx-s1-5356480/nvidia-china-ai-h20-chips-trump

Trump administration backs off Nvidia’s ‘H20’ chip crackdown after Mar-a-Lago dinner
APRIL 9, 202511:53 AM ET

Trump nmb这么喜欢跳探戈吗?Can you make up your FUCKING MIND?? SIR?

就美国这个政策稳定度,投资你麻痹啊投资

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我觉得大家可以把从美国赚钱这个目标过渡到在美国生存了。

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政策市不适合投资,a股的教训还不够吗 :troll:
有信仰就allin voo要么就找其他标的吧