The Kobeissi Letter
BREAKING: Nvidia CEO Jensen Huang says to buy Qualcomm, $QCOM, stock. "I spent the whole day selling other peoples' stock. It's good, we should be happy other people succeed," he says. https://twitter.com/KobeissiLetter/status/2064087102984270265/photo/1
中文: 突发新闻:英伟达首席执行官黄仁勋表示将收购高通(QCOM)股票。 我花了一整天时间卖掉别人的股票。很好，我们应该让其他人开心地成功，”他说。
2026-06-08 20:48:08
The Kobeissi Letter
You don’t see this very often. The Nasdaq 100 is quite literally moving in a straight-line lower. Now down -4.5%, on track for its biggest daily loss of 2026. https://twitter.com/KobeissiLetter/status/2062975596934664647/photo/1
中文: 你很少看到这种情况。 纳斯达克100指数正以直线较低的价格走下线。 目前下跌了4.5%，有望在2026年达到单日最大跌点。
2026-06-05 19:11:25
The Kobeissi Letter
BREAKING: The Nasdaq 100 extends losses to -3.4% on the day, on track for its biggest daily decline since October 10th, 2025. https://twitter.com/KobeissiLetter/status/2062941222600126611/photo/1
中文: 上涨:纳斯达克100指数当天的跌幅扩大至-3.4%，为2025年10月10日以来最大单日跌幅。
2026-06-05 16:54:49
The Kobeissi Letter
BREAKING: ETH extends its decline to -30% over the last month, now at the lowest level since April 2025. https://twitter.com/KobeissiLetter/status/2062882175372902730/photo/1
中文: 突破:过去一个月，ETH的跌幅延续至-30%，目前降至2025年4月以来的最低水平。
2026-06-05 13:00:11
The Kobeissi Letter
BREAKING: The US economy adds 172,000 jobs in May, crushing expectations of 85,000. The unemployment rate was 4.3%, in-line with expectations of 4.3%. April's jobs number was also revised UP by +64,000 jobs. This marks the second strongest US jobs report in 13 months.
中文: 令人心碎:美国经济在5月份增加了17.2万个就业岗位，打破了8.5万个的预期。 失业率为4.3%，符合4.3%的预期。 4月份的就业人数也被+6.4万个就业岗位上调。 这是13个月来美国第二强劲的就业报告。
2026-06-05 12:33:39
The Kobeissi Letter
It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position. By comparison, the S&P 500 is up +116% over this same timeframe. Since… https://twitter.com/KobeissiLetter/status/2062475802252365980/photo/1
中文: 是官方的。 MicroStrategy(MSTR)目前正面临其历史上最大的未实现亏损，为108亿美元。 换句话说，在购买比特币6年后，该公司目前的仓位已下跌了17%。 相比之下，标普500指数同期上涨了116%。 从那以后......
2026-06-04 10:05:24
The Kobeissi Letter
BREAKING: President Trump releases a statement on crypto. “Trump will never let crypto down,” he says. https://twitter.com/KobeissiLetter/status/2059768166419484863/photo/1
中文: 突发新闻:特朗普总统发布关于加密货币的声明。 “特朗普永远不会让加密货币失望，”他说。
2026-05-27 22:46:14
The Kobeissi Letter
BREAKING: Micron, $MU, surges +7% at the open, now up nearly +1,500% in 13 months as its market cap nears $1.1 trillion. The stock was worth just $70 billion in April 2025. https://twitter.com/KobeissiLetter/status/2059628859666882968/photo/1
中文: 突破:美光公司(美光)在开盘时股价上涨7%，目前在13个月内上涨近1500%，其市值接近1.1万亿美元。 到2025年4月，该股票仅值700亿美元。
2026-05-27 13:32:40
The Kobeissi Letter
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history. 12 months ago, this stock was worth just $70 billion. https://twitter.com/KobeissiLetter/status/2059285642949919166/photo/1
中文: 突破:美光股票(美元)市值历史上首次正式达到1万亿美元。 12个月前，这只股票仅值700亿美元。
2026-05-26 14:48:51
The Kobeissi Letter
BREAKING: US oil prices fall toward $92 per barrel, now down over -5%, as markets react to a potential US-Iran peace deal. https://twitter.com/KobeissiLetter/status/2058670191832154228/photo/1
中文: 突发:由于市场对美国与伊朗可能达成的和平协议作出反应，美国油价跌至每桶92美元，目前跌幅超过-5%。
2026-05-24 22:03:16
The Kobeissi Letter
BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say. Details include: 1. This would include a "gradual reopening" of the Strait of Hormuz 2. It would also…
中文: 令人爆料:调解员表示，美国和伊朗正在达成一项协议，该协议将把停火期限延长60天，并为伊朗核计划的讨论奠定框架。 详细信息包括: 1。这将包括霍尔木兹海峡的“逐步重新开放” 2。它也会......
2026-05-23 14:41:17
The Kobeissi Letter
BREAKING: Nvidia stock, $NVDA, falls over -3% after posting record quarterly revenue of $81.6 billion and higher than expected EPS. https://twitter.com/KobeissiLetter/status/2057195490781823099/photo/1
中文: 突破:英伟达(NVDA)股价在创下创纪录的816亿美元季度营收后，跌幅超过-3%，高于预期每股收益。
2026-05-20 20:23:20
The Kobeissi Letter
BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg. Details include: 1. In a "surprise move," the SEC is leaning toward allowing the trading of…
中文: 打破:根据彭博社的报道，美国证券交易委员会将发布其所谓的代币化股票“创新豁免”，这将为交易数字版证券铺平道路。 详细信息包括: 1。在一次“意外举动”中，美国证券交易委员会倾向于允许......进行交易
2026-05-18 21:29:47
The Kobeissi Letter
BREAKING: The Dow Jones Industrial Average erases all losses and turns green despite US CPI inflation hitting a 3-year high. https://twitter.com/KobeissiLetter/status/2054274746217304211/photo/1
中文: 突发:尽管美国消费者价格指数(CPI)通胀率达到三年来的最高水平，道琼斯工业平均指数仍消除了所有跌幅并转为绿色。
2026-05-12 18:57:20
The Kobeissi Letter
BREAKING: The US economy adds 115,000 jobs in April, crushing expectations of 65,000. The unemployment rate was 4.3%, in-line with expectations of 4.3%. The US economy has now added +300,000 jobs in 2 months. Another stronger than expected jobs report despite the Iran War.
中文: 令人心碎:美国经济在4月份增加了11.5万个就业岗位，打破了6.5万个的预期。 失业率为4.3%，符合4.3%的预期。 美国经济在两个月内新增了30万个就业岗位。 尽管爆发了伊朗战争，另一份就业报告仍强于预期。
2026-05-08 12:32:03
The Kobeissi Letter
BREAKING: The S&P 500 closes at its highest level on record, now up +14.5% since the March 30th bottom. That's +$8.3 TRILLION in market cap in 24 trading days. https://twitter.com/KobeissiLetter/status/2050305432325927335/photo/1
中文: 突破:标普500指数收于有记录以来的最高水平，自3月30日触底以来上涨14.5%。 24个交易日内市值达到8.3万亿美元。
2026-05-01 20:04:42
The Kobeissi Letter
BREAKING: Alphabet stock, $GOOGL, surges over +5% to its highest level on record after crushing Q1 2026 earnings expectations. https://twitter.com/KobeissiLetter/status/2049580685418000567/photo/1
中文: 盈利:Alphabet股票(GOOGL)在突破2026年第一季度盈利预期后，股价上涨超过5%，达到有记录以来的最高水平。
2026-04-29 20:04:49
The Kobeissi Letter
BREAKING: Intel stock, $INTC, surges over +15% after reporting Q1 2026 earnings and officially surpasses its August 2000 record high. The Trump Administration’s stake in the company is now up nearly +250%. https://twitter.com/KobeissiLetter/status/2047407586031337494/photo/1
中文: 盈利:英特尔股票(INTC)在公布2026年第一季度财报后股价突破15%，并正式突破2000年8月的历史新高。 特朗普政府在该公司的持股数量现已上涨近250%。
2026-04-23 20:09:42
The Kobeissi Letter
BREAKING: President Trump says Israel is now "prohibited by the USA" from bombing Lebanon. Trump also says the US will get "all nuclear dust" from Iran. https://twitter.com/KobeissiLetter/status/2045140651944141302/photo/1
中文: 突发新闻:特朗普总统表示，以色列现在“被美国禁止”轰炸黎巴嫩。 特朗普还表示，美国将从伊朗获得“全部核尘埃”。
2026-04-17 14:01:42
The Kobeissi Letter
BREAKING: US oil prices extend losses to nearly -6% on the day and drop below $94/barrel. Oil prices are now down -11% since the US Military's "blockade" of the Strait of Hormuz began 24 hours ago. https://twitter.com/KobeissiLetter/status/2044055049882476961/photo/1
中文: 油价下跌至当天接近-6%，跌幅低于每桶94美元。 自24小时前美军封锁霍尔木兹海峡以来，油价目前下跌了11%。
2026-04-14 14:07:55
The Kobeissi Letter
BREAKING: President Trump says the US has now begun the process of clearing out mines from the Strait of Hormuz. Several US Navy ships were just seen crossing the Strait of Hormuz. https://twitter.com/KobeissiLetter/status/2042951697090171159/photo/1
中文: 突发新闻:特朗普总统表示，美国现已开始从霍尔木兹海峡清除地雷。 几艘美国海军舰艇刚刚被看到穿越霍尔木兹海峡。
2026-04-11 13:03:35
The Kobeissi Letter
BREAKING: US oil prices are crashing, now down -21% over the last 8 hours. https://twitter.com/KobeissiLetter/status/2041654154733441219/photo/1
中文: 突发:美国油价暴跌，过去8小时内下跌了21%。
2026-04-07 23:07:37
The Kobeissi Letter
BREAKING: Solana processed a record $650 billion in Stablecoin transactions in February 2026. As a result, aggregate Stablecoin transaction volume is now nearly a record $2 trillion per month. Stablecoin volumes on Solana nearly TRIPLED month-over-month, with another surge… https://twitter.com/KobeissiLetter/status/2039085072234483823/photo/1
中文: 突发:索拉纳在2026年2月处理了创纪录的6500亿美元稳定币交易。 因此，目前稳定币的总交易量已接近每月2万亿美元的纪录。 索拉纳的稳定币交易量几乎环比增长，再次激增......
2026-03-31 20:59:00
The Kobeissi Letter
BREAKING: S&P 500 futures erase all gains and turn red on the day, now down over -100 points from the pre-market high. https://twitter.com/KobeissiLetter/status/2038691781823324532/photo/1
中文: 突破:标普500指数期货当天抹去所有涨幅并变红，目前从盘前高点下跌超过-100点。
2026-03-30 18:56:12
The Kobeissi Letter
BREAKING: Iran's Foreign Minister Araghchi says Israel has struck "2 of Iran's largest steel factories, a power plant, and civilian nuclear sites in coordination with the US." Araghchi says this "contradicts" President Trump's 10-day pause of strikes on Iranian power plants.…
中文: 令人唏叨的是:伊朗外长阿拉格希表示，以色列已与美国协调，袭击了“伊朗最大的两家钢铁厂、一座发电厂和民用核设施”。 阿拉格奇表示，这“与特朗普总统暂停对伊朗发电厂进行为期10天的罢工”相矛盾。......
2026-03-27 18:19:41
The Kobeissi Letter
BREAKING: Foreign holdings of US Treasuries surged +$34.8 billion in January, to $9.3 trillion, the 2nd-highest on record. Japan, the largest foreign-owner, purchased +$39.8 billion, bringing the total to $1.2 trillion, the highest since July 2022. The UK, the 2nd-largest… https://twitter.com/KobeissiLetter/status/2036985990695576062/photo/1
中文: 突发:1月份美国国债在外国资产规模激增至348亿美元，达到9.3万亿美元，创下历史第二高纪录。 日本是最大的外资国家，共购买了398亿美元，累计达到1.2万亿美元，为2022年7月以来的最高水平。 英国，第二大...
2026-03-26 01:58:00
The Kobeissi Letter
BREAKING: Traders placed $580 million worth of oil trades 15 minutes prior to President Trump’s post about a potential peace deal with Iran this morning, per FT. Details include: 1. 6,200 Brent and WTI futures contracts were traded between 6:49 AM ET and 6:50 AM ET today 2.…
中文: 爆料:交易员在特朗普总统发布关于今天上午与伊朗达成潜在和平协议的帖子前15分钟，就交投了价值5.8亿美元的石油交易。 详细信息包括: 1。今天上午6:49至美国东部时间上午6:50之间交易了6200份布伦特和WTI期货合约 2。......
2026-03-23 22:41:00
The Kobeissi Letter
Exactly 12 hours after our "warning," President Trump has INTERVENED: Yesterday, at 7:35 PM ET, we posted that "oil prices are no longer the biggest threat to markets." We said it has become increasingly clear that "bond markets will dictate just how long President Trump can… https://twitter.com/KobeissiLetter/status/2036060573566185906/photo/1
中文: 在我们发出“警告”仅12小时后，特朗普总统就已介入: 昨天，美国东部时间晚上7点35分，我们发布消息称:“油价已不再是市场面临的最大威胁。” 我们表示，越来越明显的是，“债券市场将决定特朗普总统能持续多久......
2026-03-23 12:40:43
The Kobeissi Letter
BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd. https://twitter.com/KobeissiLetter/status/2034617706729599118/photo/1
中文: 突破:现货黄金当天的抛售价格已扩大至-400美元/盎司，目前交易价格为4500美元/盎司，为2月2日以来的首次。
2026-03-19 13:07:17
The Kobeissi Letter
BREAKING: Kim Jong Un has won North Korea's parliamentary elections with 99.93% of the vote. https://twitter.com/KobeissiLetter/status/2034034045999358206/photo/1
中文: 突发新闻:金正恩以99.93%的得票率赢得了朝鲜议会选举。
2026-03-17 22:28:01
The Kobeissi Letter
BREAKING: Iran may allow oil tankers to pass through the Strait of Hormuz if the oil is traded in Chinese Yuan instead of US Dollars.
中文: 突发新闻:如果石油以人民币而非美元交易，伊朗可能允许油轮通过霍尔木兹海峡。
2026-03-14 06:04:57
The Kobeissi Letter
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility. https://twitter.com/KobeissiLetter/status/2031435511252820460/photo/1
中文: 绝对疯狂: 仅用2小时，油价就已下跌至桶10美元，上涨至每桶11美元，目前油价再次接近每桶90美元。 这是前所未有的波动。
2026-03-10 18:22:22
The Kobeissi Letter
BREAKING: Iran says any Arab or European country that expels the ambassadors of Israel and the US will have "full authority and freedom" to pass through the Strait of Hormuz, per BBC. Details include: 1. Iran says this policy will begin tomorrow after a week-long shutdown 2.…
中文: 爆料:伊朗表示，任何驱逐以色列和美国大使的阿拉伯或欧洲国家都将拥有“完全的权力和自由”，能够通过霍尔木兹海峡，英国广播公司(BBC)表示。 详细信息包括: 1。伊朗表示，这项政策将在为期一周的停摆后于明天开始 2。......
2026-03-09 23:09:28
The Kobeissi Letter
Today’s chart of oil prices will be referenced for decades to come. You just witnessed history. https://twitter.com/KobeissiLetter/status/2031098109900509237/photo/1
中文: 今天的油价图表将在未来几十年被参考。 你刚刚见证了历史。
2026-03-09 20:01:40
The Kobeissi Letter
BREAKING: Oil prices collapse below $84/barrel, now down over -30% since last night’s highs. https://twitter.com/KobeissiLetter/status/2031091810391503112/photo/1
中文: 爆料:油价跌破每桶84美元，自昨晚高点以来下跌超过30%。
2026-03-09 19:36:38
The Kobeissi Letter
BREAKING: The S&P 500 erases all losses and rises +0.7% on the day as President Trump says the Iran war is “very complete.” https://twitter.com/KobeissiLetter/status/2031090355416727781/photo/1
中文: 突发新闻:由于特朗普总统表示伊朗战争“非常全面”，标普500指数当天将所有跌幅抹去，涨幅为+0.7%。
2026-03-09 19:30:51