| 标的 | 提及 | 多空 | 市场 | 代表条目 |
|---|---|---|---|---|
| 中国石油 | 6 | 4多 / 0空 | A股 | 中国石油:中国石油天然气股份有限公司二零二六年中期业绩公 |
| 标普500 | 4 | 2多 / 2空 | 美股 | 油价上涨、美元保持强势,亚洲开盘前金融条件明显收紧 |
| 英伟达 | 4 | 1多 / 2空 | 美股 | 周四英伟达涨8.7%、市值单日增约4420亿美元,并给出 |
| 上证指数 | 4 | 3多 / 0空 | A股 | A股:本周大盘不看空! | 作者:财富金牛一哥 阅读:2 |
| 长鑫 | 2 | 0多 / 1空 | 【早报】房地产行业重磅政策密集推出;长鑫LPDDR6内存 | |
| 深中华A | 2 | 0多 / 2空 | A股 | 深中华A七个交易日接近翻倍后澄清无AI业务收入,估值及业 |
| 阿里 | 2 | 0多 / 1空 | 港股 | 港股上周南向资金转为净流入,但恒生科技指数仍受外部利率压 |
| 纳指 | 2 | 0多 / 2空 | 美股 | 美股期货受美伊冲突和鹰派美联储预期双重打压,纳指期货跌幅 |
| 三一重工 | 2 | 1多 / 0空 | A股 | 三一重工:三一重工股份有限公司关于召开2026年半年度业 |
| *ST萃华 | 2 | 0多 / 2空 | A股 | *ST萃华:关于公司股票存在可能因市值被终止上市的第九次 |
| 辽港股份 | 2 | 0多 / 0空 | A股 | 辽港股份:辽宁港口股份有限公司重大信息报告制度 |
| 中国国航 | 2 | 1多 / 0空 | A股 | 中国国航:中国国际航空股份有限公司关于2026年上半年财 |
| 大V(按粉丝排序) | 平台 | 粉丝 | 层级 | 时间(北京) | 近12小时发帖 | 发了什么 / 观点(中英) |
|---|---|---|---|---|---|---|
| @elonmusk 马斯克 Elon Musk | X | 200.0百万 | 网红 | 08-31 02:32 | 已发 | 看多 @theallinpod AI+robots will solve the debt problem AI加机器人将解决债务问题。 |
| @realDonaldTrump 特朗普 Trump | Truth Social | 8.7百万 | 网红 | 08-30 21:00 | 已发 | Kristen Welker, the Unpopular “Hostess” of the once great Meet the Press, now considered Meet the Fake Press, just stated that Donald Trump has “mixed results” on his Endorsements of Candidates, when the recent WINS of Darline Graham and Mike Mazzei, stand at 100% for the U.S. Senate, and 98% for the U.S. House, recently and over the longterm. How can anyone be allowed to say this, working for freely given Public Airwaves? Results are attached. Because of this purposeful inaccuracy, she will be reported to the FCC for rebuke or punishment. Unfortunately, she is not the only one. The Radical Left News is going out of their way to harass, demean, and libel anything “TRUMP.” Their new weapon is to say that my 99% SUCCESS Rate on Endorsements, 100% on Senatorial Endorsements (Many of whom were not even given a shot of winning until I Endorsed!), is either a mixed result, or not very good. In actuality, it is, without question, the strongest Endorsement in the History of Politics. If it were not, I would be the first to admit it. Darline Graham’s run for the Senate was the biggest story in all of Politics, because she wasn’t expected to win, and then, when I Endorsed her, and she easily won, the story of her Victory was hardly covered by anybody. Likewise, the future Governor of Oklahoma, who was behind in every Poll, I Endorsed him, he won, and the story was barely covered! The Press is a Disgrace to our Nation, and I hope that Chairman Brendan Carr, and the fine people of his Commission, will take this Threat to our Country very seriously. Thank you for your attention to this very important matter of Fake Polls and Commentary! President DONALD J. TRUMP 克里斯滕·韦尔克,一度伟大的《与媒体见面》如今被视为《与假媒体见面》的这位不受欢迎的“女主持人”,刚刚声称唐纳德·特朗普在候选人背书上“结果参差”,而最近达琳·格雷厄姆和迈克·马泽伊的胜利,在参议院达到100%,在众议院近期及长期达到98%。怎么能允许有人在公共免费电波上说这种话?结果附后。由于这种蓄意不实,她将被举报至联邦通信委员会,予以训诫或处罚。不幸的是,她不是唯一一个。激进左翼新闻正不遗余力地骚扰、贬低和诽谤任何“特朗普”相关事物。他们的新武器是把我在背书上99%的成功率、参议院背书100%(其中许多人在我背书前甚至连获胜机会都没有!)说成结果参差,或者说不太好。实际上,这毫无疑问是政治史上最强的背书。如果不是,我会第一个承认。达琳·格雷厄姆竞选参议院是整个政坛最大的新闻,因为她原本不被看好能赢,而我背书后她轻松获胜,她的胜利却几乎无人报道。同样,俄克拉荷马州未来的州长在每项民调中都落后,我背书了他,他赢了,新闻也几乎没怎么报道!媒体是我们国家的耻辱,我希望布伦丹·卡尔主席及其委员会的优秀人员认真对待这一对国家的威胁。感谢你们关注这一关于假民调和评论的极其重要事项!唐纳德·J·特朗普总统 |
| @unusual_whales Unusual Whales | X | 3.0百万 | 个股/宏观 | 没更新 | — | |
| @zerohedge 零对冲 | X | 2.8百万 | 个股/宏观 | 08-31 07:37 | 已发 | 中性 Goldman derivatives head Brian Garrett: "many thought a hawkish Jackson hole could bring longer end yields lower given increase in perceived fed credibility/independence, the opposite happened (10y 4bps higher on the session, and now 25bps higher on the quarter)." 高盛衍生品负责人Brian Garrett:许多人原以为鹰派的杰克逊霍尔讲话会因提升联储可信度/独立性预期而压低长端收益率,结果恰恰相反(10年期当日上行4个基点,本季已上行25个基点)。 |
| @CathieDWood 木头姐 Cathie Wood | X | 2.6百万 | 网红 | 没更新 | — | |
| @jimcramer 吉姆·克莱默 | X | 2.1百万 | 网红 | 08-31 07:06 | 已发 | 看多 Don't want to go against the grain too much, but the actual settlement that Meta agreed to could turn out to be a lot less than people think and give it is over ten years it is NOT impactful versus what i thought could happen....it could have been disastrous. Instead it is barely 不想太逆势,但Meta实际谈成的和解规模可能远低于市场想象;且分十年支付,相对我原先担心的灾难性后果,对盈利几乎没有实质影响。 |
| @chamath 查马斯 | X | 1.8百万 | 网红 | 08-31 02:07 | 已发 | 中性 Whenever you are told “Trust the experts” you are better off doing the opposite.
Remember when Covid “Trust the experts” led to a civilizational hoax that broke our economy and retarded our children?
The AI “Trust the experts” version will make that pale in comparison.
I’d 每当有人说“相信专家”,你最好反其道而行。还记得疫情时“相信专家”如何酿成文明级骗局、搞垮经济并耽误孩子吗?AI版的“相信专家”将有过之而无不及。我鼓励大家带着好奇,也带着健康怀疑去看待。 |
| @DeItaone Walter Bloomberg | X | 1.6百万 | 个股/宏观 | 08-30 22:12 | 已发 | 中性 TRUMP ON VENEZUELA: WILL FILL UP STRATEGIC NATIONAL RESERVES WITH VENEZUELAN OIL 特朗普谈委内瑞拉:将用委内瑞拉石油填满美国战略石油储备。 |
| @KobeissiLetter 科贝西信函 | X | 1.2百万 | 个股/宏观 | 08-31 03:19 | 已发 | 看多 US stocks are well positioned for inflation.
In 2025, the S&P 500 posted a +14.76% inflation-adjusted return, with inflation running at +2.70% for the year.
This followed real returns of +21.47% in 2024 and +22.11% in 2023.
Over the last 20 years, the largest real return was https://t.co/VCVAyxpf2h 美股对冲通胀处于有利位置。2025年标普500通胀调整后回报为+14.76%(当年通胀+2.70%);此前2024、2023年实际回报分别为+21.47%、+22.11%。过去20年仅有4年未能跑赢通胀。同时预计三季度标普成分股盈利同比增长约23%。历史上看,股票一直是对冲通胀的最佳工具之一。 |
| @PeterLBrandt 彼得·布兰特 | X | 1.1百万 | 技术派 | 没更新 | — | |
| @elerianm 埃尔-埃利安 | X | 98.0万 | 个股/宏观 | 没更新 | — | |
| @aleabitoreddit 白毛女神 Serenity | X | 95.0万 | 网红 | 08-30 23:24 | 已发 | 看多 The more I look at ESMT, the more excited I get researching legacy memory themes.
So looked through H1 sellside models...
From March ESMT reports:
Huanan: DDR3 4Gb ASP +50% QoQ in Q2
Fubon: cited roughly +40% Q2 DRAM pricing
By August... Huanan was citing ESMT Q2 ASP growth https://t.co/tuwjJuBLFk 我越研究ESMT(晶豪科),对利基/传统存储主题就越兴奋。卖方模型显示:华安把ESMT二季度综合ASP上修至环比+105%–113%;七月净利润约1.09亿美元,远超早期模型假设;客户仍愿接受力积电晶圆成本转嫁。披露:本人有持仓。 |
| @ARKInvest ARK 官方 | X | 82.0万 | 网红 | 没更新 | — | |
| @markminervini 马克·米奈尔维尼 | X | 75.0万 | 技术派 | 08-31 04:47 | 已发 | 中性 Open House - Here's my weekend take on the market posted every Sunday for https://t.co/w0KBQLGRAe members.
Minervini On The Market - Weekend Report - August 30, 2026 https://t.co/ogCAfqKpNS via @YouTube 开放日——这是我每周日为 minervini.com 会员发布的周末市场观点。《Minervini谈市场》周末报告——2026年8月30日(附YouTube链接) |
| @biancoresearch 吉姆·比安科 | X | 69.0万 | 个股/宏观 | 没更新 | — | |
| @Carl_C_Icahn 卡尔·伊坎 | X | 50.0万 | 网红 | 没更新 | — | |
| @NickTimiraos 尼克·蒂米劳斯 | X | 47.0万 | 个股/宏观 | 08-30 21:43 | 已发 | 中性 The Fed’s default had been to hold unless the data argued for a hike. After Warsh’s Jackson Hole speech, several former central bankers think he flipped the script: the data will have to give the Fed a reason not to move next month.
If data and developments do not give an out, 此前联储默认立场是除非数据支持加息否则按兵不动。沃什杰克逊霍尔讲话后,多位前央行官员认为他翻转了脚本:数据必须给出理由,联储下月才可不加息。若数据与形势不提供出路,将面临两难:按兵不动可能重燃七月债市不安,加息则与任命沃什的总统意愿相悖,且距中期选举仅数周。 |
| @HAOHONG_CFA 洪灝 | X | 35.0万 | 个股/宏观 | 没更新 | — | |
| @sentimentrader SentimenTrader | X | 27.0万 | 技术派 | 没更新 | — | |
| @RyanDetrick 瑞安·德特里克 | X | 22.0万 | 技术派 | 08-30 22:51 | 已发 | 看多 The four best September returns ever all took place in a midterm year and five of the top seven. Hmm. https://t.co/144He90Vez 有史以来表现最好的四个九月全部出现在中期选举年,前七名中也有五个是。嗯。 |
| @JC_ParetsX JC·帕雷茨 | X | 21.0万 | 技术派 | 没更新 | — | |
| @TechCharts 阿克塞尔·基巴尔 | X | 18.0万 | 技术派 | 没更新 | — | |
| @McClellanOsc 汤姆·麦克莱伦 | X | 15.0万 | 技术派 | 没更新 | — | |
| @spotgamma SpotGamma | X | 15.0万 | 技术派 | 没更新 | — | |
| @Sino_Market CN Wire | X | 13.0万 | 个股/宏观 | 没更新 | — | |
| @Lingling_Wei 魏玲灵 | X | 12.0万 | 个股/宏观 | 没更新 | — | |
| @MarkNewtonCMT 马克·牛顿 | X | 12.0万 | 技术派 | 没更新 | — |