iFinance
Holy shit. Do you realize how insane this is? Combined volume in $SPXL/ $SPXS and $SOXL/ $SOXS just hit a record ~1.1 billion shares in a single day (last Friday). That’s the highest level on record and miles above anything seen since 2016. Speculation is reaching another level. https://twitter.com/iFinance/status/2064121001961509261/photo/1
中文: 该死的。你意识到这有多疯狂吗?单日(上周五)的合并成交量($SPXL/ $SPXS)和SOXL/ $SOXS的股价仅创下11亿股的纪录。这是有记录以来的最高水平,也比2016年以来的任何水平高出数英里。猜测正在达到另一个层次。
iFinance
NEW: S&P 500 put volume hit a record high on Friday. Driven by maximum long exposure in equities, hedge funds are buying puts to hedge their positions as downside risks become more apparent. This reflects growing caution rather than outright bearishness. $AMD $ARM $INTC $MU $SNDK https://twitter.com/iFinance/status/2063616381350732266/photo/1
中文: 新涨跌:标普500指数周五创下历史新高。受股市长期敞口最大化推动,对冲基金正在买入看跌点以对冲其头寸,因为下行风险正变得越来越明显。这反映出日益加剧的谨慎,而非彻底的悲观情绪。$AMD 美元 $INTC $MU $SNDK
iFinance
🇺🇸 HISTORIC CLOSE: The Nasdaq 100 closed above 30,000 for the first time ever, rising from 126 in 1985 for a 28,756% gain over 41 years. Incredible compounding, but driven by tech concentration, survivorship bias, and decades of falling rates. Can this level of growth continue? https://twitter.com/iFinance/status/2059388869594824721/photo/1
中文: 🇺🇸 股市:纳斯达克100指数首次收盘高于3万点,从1985年的126点升至41年,涨幅达28,756%。令人难以置信的复合,但受科技领域的集中、生存偏见以及数十年的下降率所驱动。这种增长水平还能持续下去吗?
iFinance
UPDATE: Here is how the Magnificent 7 has performed in 2026. Even the largest companies take turns leading and lagging. +28.1%🟢: Google $GOOG +18.1%🟢: Amazon $AMZN +15.4%🟢: Nvidia $NVDA +7.8%🟢: Apple $AAPL -4.8%🔴: Tesla $TSLA -7.6%🔴: Meta $META -14.2%🔴: Microsoft $MSFT https://twitter.com/iFinance/status/2053834247559840014/photo/1
中文: 更新:《壮丽7》在2026年的表现如下。即使是最大的公司,也会轮流处于领先地位并处于落后的落后。 +28.1%🟢:谷歌 $GOOG +18.1%🟢:亚马逊 AMZN +15.4%🟢:英伟达 $NVDA +7.8%🟢:苹果 $AAPL -4.8%🔴:特斯拉 $TSLA -7.6%🔴:元 $META -14.2%🔴:微软 $MSFT
iFinance
1999 vs. 2026: NASDAQ Valuation Anchors Shifted. 1999: QQQ Valuations were driven by “clicks” and speculation. 2026: Tech leaders generate massive cash flow and profits. AI is now embedded in cloud and enterprise services, with recurring revenue supporting valuations. https://twitter.com/iFinance/status/2053483355883098342/photo/1
中文: 1999年 vs.2026年:纳斯达克估值锚点转移。1999年:QQQ估值由“点击”和猜测驱动。2026年:科技行业领导者产生巨大的现金流和利润。人工智能现已嵌入云端和企业服务中,经常性收入支持估值。
iFinance
ALERT: Will the US stock market crash? The S&P 500 is repeating a 100-year-old trading pattern. This is a 14-step pattern, with the 7th being the bottom before a rally. The stock market has just finished the 6th step. What comes next is a crash. Let’s hope this isn’t accurate. https://twitter.com/iFinance/status/2050624249170219052/video/1
中文: ALERT:美国股市会崩盘吗?标普500指数正在重蹈百年历史的覆辙。这是一个14步模式,第7步在反弹前跌至谷底。股市刚刚完成了第六步。接下来会发生什么。希望这不准确。
iFinance
THE SUPER BOWL OF EARNINGS IS NEXT WEEK. WHICH ONES DO YOU THINK ARE PROMISING? • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE • Wednesday | $AMZN, $MSFT, $META, $GOOG, $QCOM, $SOFI, $LMND • Thursday | $AAPL, $RDDT, $RBLX, $ZETA, $RIVN, $SNDK, $ROKU, $TEAM https://twitter.com/iFinance/status/2048197108910501894/photo/1
JUST IN: Following Justin Sun’s move to sue Trump’s crypto venture $WLFI, Tether conducted a record asset freeze, locking $344 million USDT on TRON. Could Sun face a fate similar to Binance’s CZ? Reports suggest his $75M $WLFI purchase aimed to settle severe SEC allegations https://twitter.com/iFinance/status/2047327023417209132/photo/1
中文: 紧随其后:继贾斯汀·孙起诉特朗普的加密货币投资公司(FLFI)后,泰瑟公司进行了创纪录的资产冻结,将3.44亿美元的美元交易锁定在TRON上。孙能否面临与币安的CZ相似的命运?有报道称,他以7500万美元收购WLFI,旨在解决美国证券交易委员会(SEC)的严重指控。
BREAKING: Software stocks are under pressure.🩸The question is which names have the cash flow to support a rebound and which were simply riding the AI narrative without real margin expansion.I’d probably start looking at $MSFT and $CRM at these levels before anything speculative. https://twitter.com/iFinance/status/2042361104966566044/photo/1
中文: 突破:软件股面临压力。问题在于,哪些名字具有支撑复苏的现金流,哪些只是在没有实际利润率扩张的情况下,只是顺其自然地进行人工智能叙事。在出现任何推测之前,我可能会先先查看这些层面的MSFT和$CRM。
BREAKING: Jamie Dimon says JPMorgan is exploring prediction markets, joining Goldman Sachs in targeting the fast-growing sector. Once deemed “too risky,” banks now see the real value: order flow. This isn’t about betting—it’s about who sees positioning first. https://twitter.com/iFinance/status/2039803935012356513/photo/1
中文: 爆料:杰米·戴蒙表示,摩根大通正在探索预测市场,与高盛集团一起瞄准快速增长的行业。曾经被认为“风险太大”的银行,如今看到了真正的价值:订单流动。这与投注不为过,而是关于谁先看到定位。
Gold is heading for its largest weekly drop (-9%) since 1983. Rates are moving higher across maturities, with investors increasingly pricing in a rate hike this year. US one-year breakeven inflation has risen to 5.32%, reflecting expectations of higher inflation. https://twitter.com/iFinance/status/2035065849971917000/photo/1
中文: 黄金正走向自1983年以来最大单周跌幅(-9%)。利率在各地区正在上涨,今年投资者在加息中定价也日益加剧。美国一年期盈亏平衡率通胀率已升至5.32%,反映出通胀上升的预期。
BREAKING: Fed's Chairman Powell says he won’t leave the Fed until the Justice investigation is over! Fed leaves rates unchanged on a 11-1 vote. Fed is signaling in their summary of economic projections that they will only cut once in 2026 and once again in 2027. https://twitter.com/iFinance/status/2034356127849406666/photo/1
中文: 爆料:美联储主席鲍威尔表示,在司法调查结束之前,他不会离开美联储!美联储以11比1的投票结果维持利率不变。美联储在经济预测摘要中暗示,他们仅会在2026年和2027年再次降息一次。
Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS. The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD. “Last year, I said we see $500B worth of demand over the coming quarters. Now, I see that number at minimum is $1T”. https://twitter.com/iFinance/status/2033649613161566459/video/1
中文: 黄仁勋表示,$NVDA 将 OpenAI 引入 $AMZN AWS。该堆栈现在将英伟达基础设施与包括 $PLTR、$SNOW、$CRWD 在内的主要人工智能软件平台连接起来。去年,我说过未来几个季度我们会看到5000亿美元的需求。现在,我看到这个数字至少是1美元。
BREAKING: The Dubai Real Estate Index has fallen 32% since the Iran war began, showing how quickly geopolitical shocks can hit investor sentiment. This isn’t just about property values—it reflects fear, expected earnings revisions, and a sharp repricing of regional risk. https://twitter.com/iFinance/status/2032800650611007627/photo/1
中文: 令人爆料:自伊朗战争爆发以来,迪拜房地产指数已下跌32%,显示出地缘政治冲击可能迅速打击投资者情绪。这不仅与房产价值有关,还反映了担忧、预期盈利调整以及区域风险的急剧降低。
The Magnificent 7 Index has slipped into correction territory, falling 10.6% from its recent peak. This erases roughly $1.5T in market cap. These stocks represent 30%+ of S&P weight. This is not a tech story; it's a passive fund story. Every index investor is long this drawdown. https://twitter.com/iFinance/status/2032556723156955345/photo/1
中文: 壮丽七指数已跌至回调区间,较近期峰值下跌了10.6%。这抹去了大约1.5万亿美元的市值。这些股票占S&P权重的30%以上。这不是一个科技故事,而是一个被动的基金故事。每位指数投资者的这一提款都很长。
BREAKING: The U.S. Navy successfully escorted an oil tanker through the Strait of Hormuz to ensure oil keeps flowing to global markets. Yesterday’s $35 per barrel swing, from $119 to $84 in a single session, marks crude oil’s largest intraday dollar move on record. https://twitter.com/iFinance/status/2031438453737664803/video/1
中文: 突发新闻:美国海军成功护送一艘油轮穿越霍尔木兹海峡,以确保石油持续流入全球市场。昨日每桶35美元的转盘,单日从119美元上涨至84美元,创下原油日内最大跌幅。