| 标的 | 提及 | 多空 | 市场 | 代表条目 |
|---|---|---|---|---|
| 赛力斯 | 9 | 2多 / 4空 | A股 | 已经快抗不住了，股市有风险，今年重仓赛力斯，已经亏完本金 |
| 恒指 | 8 | 0多 / 7空 | 港股 | 9月9日恒指收跌0.17%报25274点，成交约2049 |
| 中际旭创 | 8 | 4多 / 1空 | A股 | 9.9（专栏）中际旭创，天孚通信，新易盛，晚间、总结与分 |
| 比亚迪 | 8 | 5多 / 1空 | A股 | 开始反转吧，大迪迪 ｜ 作者:妙笔生花98 阅读:292 |
| 摩尔线程 | 6 | 4多 / 0空 | A股 | 京东今天宣布买入10万张摩尔线程GPU搭建超级算力集群， |
| 上海电力 | 6 | 4多 / 0空 | A股 | 20以上的来集合啦看看都是多少成本 ｜ 作者:来个涨停好 |
| 恒生指数 | 6 | 3多 / 1空 | 港股 | 全球市场：中国股市在8月通胀数据公布后小幅上涨；恒生指数 |
| 联想 | 5 | 0多 / 4空 | 港股 | 9月9日恒指收跌0.17%报25274点，成交约2049 |
| 英伟达 | 4 | 2多 / 0空 | 美股 | 英伟达周四将亮相高盛通讯科技大会 市场密切关注这些关键议 |
| 沪指 | 4 | 3多 / 0空 | A股 | 【焦点复盘】沪指缩量涨0.28%收复10日线，农业、化肥 |
| 天元宠物 | 4 | 4多 / 0空 | A股 | 深交所并购重组审核委员会2026年第14次审议会议结果公 |
| 永贵电器 | 4 | 0多 / 0空 | A股 | 永贵电器:董事会薪酬与考核委员会关于回购注销及作废202 |
| 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 | 没更新 | — | |
| @realDonaldTrump 特朗普 Trump | Truth Social | 8.7百万 | 网红 | 09-09 09:10 | 已发 | RT @realDonaldTrumpThe Failing New York Magazine wrote a story that I wasn’t down at the World Trade Center after the Tragedy of September 11th, because nobody saw me there. Well, I don’t think I would be the first thing on anyone’s mind but, I was there, obviously not on the same day as the collapse, but shortly thereafter, with a large group of Construction Workers. I discussed it today during my Remarks on the Ellipse, in Washington, D.C., for Tunnel to Towers. Everything I said was exactly accurate and, to prove the point, I am attaching clips of me there with numerous of my people, including my then Head of Security, Matthew Calamari, who has confirmed that very sad trip to Lower Manhattan, many times, to many different Journalists, but it’s a story that just won’t die. The Fake News doesn’t want to listen, even when they know their story is false. That’s why their approval ratings are at an All Time LOW, but mine are VERY HIGH! On another September 11th front, Maggot Hagerman continues to say that I did not go to the New York World Trade Center event, but the Pentagon instead, because they wouldn’t let me speak in New York. Maggot knows that this is a lie! I have been to the New York solemn ceremony numerous times, and nobody speaks. It is a stated fact that, “Politicians and public officials are not permitted to deliver speeches or remarks at the official September 11 anniversary remembrance ceremony at the World Trade Center site in New York.” Certainly I would not want to violate that, even if I could. I speak enough, and it just so happens that the strong request was made for me to be at the Pentagon instead, with VP Vance handling our Administration’s representation in New York. Hagerman, unattractive both inside and out, fully knows that her story is made up. She knows less about me than the average reporter “on the beat.” I haven’t spoken to her in a long time, and certainly there was no “fact checking” for her story — There never is! Let her reveal her sources, because they don’t exist. Again, speeches are not made at the New York event and, even if they were, I never asked to speak. Fake News is getting worse and worse in the U.S.A. It’s very important to comment so that people understand what liars and scoundrels these so-called “journalists” are. They’re angry, and sick, over the fact that I won the Presidential Election three times! I hereby demand a retraction from Maggot, and also, for whoever wrote the fake story for New York Magazine. Again, check out the clips of me at the World Trade Center site. I was there as soon as the Law allowed. Thank you for your attention to this matter. President DONALD J. TRUMP RT @realDonaldTrump《衰败的纽约杂志》写了一篇报道，说我在9·11悲剧之后并没有去世贸中心，因为没人看到我在那里。好吧，我不认为我会是任何人脑子里的第一件事，但我确实去了那里，显然不是倒塌当天，而是之后不久，和一大群建筑工人一起。我今天在华盛顿特区椭圆草坪为“隧道到塔楼”发表讲话时谈到了这件事。我说的每一句话都完全准确，为了证明这一点，我附上了当时我和我众多人员在那里的片段，包括我当时的安保主管马修·卡拉马里，他已多次向许多不同的记者证实了那次前往下曼哈顿的非常悲伤的行程，但这个故事就是死不了。假新闻不想听，哪怕他们知道自己的报道是假的。这就是为什么他们的支持率处于历史最低，而我的支持率却非常高！在另一个9·11相关问题上，“蛆虫”哈格曼继续说我没有去纽约世贸中心的活动，而是去了五角大楼，因为他们不让我在纽约讲话。“蛆虫”知道这是谎言！我多次参加过纽约的庄严仪式，而且没有人发表讲话。这是既定事实：“政治人士和公职人员不得在纽约世贸中心遗址举行的正式9·11周年纪念仪式上发表演讲或讲话。”即便可以，我也当然不会想违反这一点。我说得已经够多了，而恰好有人强烈请求我改去五角大楼，由副总统万斯代表本届政府出席纽约活动。哈格曼，里里外外都很丑陋，她完全清楚自己的故事是编造的。她对我的了解还不如一般“跑线”记者。我已经很久没和她说过话了，她的报道当然也没有“事实核查”——从来都没有！让她公布她的消息来源吧，因为那些来源根本不存在。再说一次，纽约的活动上不发表演讲，即便发表，我也从未要求讲话。假新闻在美国越来越糟。很有必要评论一下，好让人们明白这些所谓的“记者”是怎样的说谎者和恶棍。他们因为我三次赢得总统选举而愤怒、病态！我在此要求“蛆虫”撤回报道，也要求撰写《纽约杂志》那篇假新闻的人撤回。再次请查看我在世贸中心现场的片段。法律一允许，我就去了那里。感谢你们关注此事。唐纳德·J·特朗普总统 |
| @unusual_whales Unusual Whales | X | 3.0百万 | 个股/宏观 | 09-09 20:37 | 已发 | 中性 Goldman Sachs CEO David Solomon says the U.S. will need consistently higher economic growth to keep up with its current levels of spending and debt. 高盛CEO大卫·所罗门表示，美国需要持续更高的经济增长，才能跟上当前的支出与债务水平。 |
| @zerohedge 零对冲 | X | 2.8百万 | 个股/宏观 | 没更新 | — | |
| @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 | 09-09 18:15 | 已发 | 看空 As we open, it is very hard to make headway this time over $100 because of the huge draw downs of strategic petroleum reserves and the obvious lack of deterrence by U.S. Navy... 开盘来看，油价已在100美元上方，这次市场很难走强——因为战略石油储备大幅消耗，以及美国海军威慑明显不足…… |
| @chamath 查马斯 | X | 1.8百万 | 网红 | 没更新 | — | |
| @DeItaone Walter Bloomberg | X | 1.6百万 | 个股/宏观 | 09-09 20:27 | 已发 | 看多 AI BOOM DRIVES S&P 500 EARNINGS HIGHER
S&P 500 earnings estimates are rising sharply, fueled by AI investment and stronger-than-expected corporate results.
About 86% of companies beat analyst expectations, the highest share since 2021.
Wall Street now expects 32% earnings AI热潮推高标普500盈利预期。受AI投资与强于预期的企业业绩推动，标普500盈利预估大幅上调；约86%公司超预期，为2021年以来最高。华尔街现预期2026年盈利增长32%，高于二季报前的24%。Alphabet、Amazon等AI相关公司大幅超预期，通信服务、消费与能源板块亦获显著上调。 |
| @KobeissiLetter 科贝西信函 | X | 1.2百万 | 个股/宏观 | 09-09 17:27 | 已发 | 看多 BREAKING: Brent crude oil prices surge above $100 per barrel after the US strikes Iranian oil tankers near the Strait of Hormuz.
This puts oil prices up +43% since July 2nd.
$100 oil is officially back. https://t.co/AFij8GsKd2 突发：美国打击霍尔木兹海峡附近伊朗油轮后，布伦特原油价格飙升至每桶100美元以上。自7月2日以来油价已上涨43%。100美元油价正式回归。 |
| @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 | 09-09 20:16 | 已发 | 看多 Citibank TMT: "lasers and optical fibers are being positioned as the "next HBM."
I've been talking about lasers like $LITE / $AAOI since 2025... and architectural shifts toward CW, ahead of the current industry consensus.
And fully agree with Lightmatter/Citi.
Just for https://t.co/Vv8CmPqBpQ 花旗TMT：激光器与光纤正被定位为“下一个HBM”。我从2025年起就在谈$LITE/$AAOI等激光标的以及向CW架构的转变，领先于当前行业共识，也完全认同Lightmatter/花旗。激光相关：$LITE/$SIVE/$AAOI/$COHR/$MTSI/古河/住友；光纤：$GLW/古河/藤仓/住友（披露：本人有该主题敞口）。供应紧张将支撑稀缺溢价；CIOE 2026深圳渠道调研已见$SIVE涨价，$LITE财报亦有印证。我认为2027–2028光子超级周期将类似2025–2026的存储周期，尤其是高盛上调后每块GPU/ASIC的光学含量显著上升。 |
| @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 | 没更新 | — | |
| @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 | 没更新 | — | |
| @HAOHONG_CFA 洪灝 | X | 35.0万 | 个股/宏观 | 没更新 | — | |
| @sentimentrader SentimenTrader | X | 27.0万 | 技术派 | 09-09 21:00 | 已发 | 中性 Smart Money / Dumb Money Confidence (2026-09-08)
• Smart Money: 0.38
• Dumb Money: 0.56
Dumb Money Confidence is neutral and Smart Money Confidence is neutral. https://t.co/kRFfaRtylC 聪明钱/笨钱信心指数（2026-09-08）：聪明钱 0.38，笨钱 0.56。笨钱信心中性，聪明钱信心亦中性。 |
| @RyanDetrick 瑞安·德特里克 | X | 22.0万 | 技术派 | 没更新 | — | |
| @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 | 09-09 14:14 | 已发 | 看多 https://t.co/urDa7ptmdB 配图标注“Bessent's Put”，展示 VIX 期货期限结构；引用 Bessent“我现在就是庄家”之言，暗示官方托底式看跌保护对美股波动率/期权端的影响。 |
| @Sino_Market CN Wire | X | 13.0万 | 个股/宏观 | 09-09 16:40 | 已发 | 看空 🇭🇰📉Hong Kong HSI closed down 42.22 points (-0.17%) at 25,274.96 on Sept 9 (Wed).
The Hang Seng Tech Index closed down 34.06 points (-0.76%) at 4,420.79.
The Hang Seng China Enterprises Index (HSCEI) closed down 28.27 points (-0.34%) at 8,369.05.
The Hang Seng Red Chip Index https://t.co/nA7IcADIOv 香港恒生指数9月9日（周三）收跌42.22点（-0.17%），报25274.96点；恒生科技指数收跌34.06点（-0.76%），报4420.79点；恒生中国企业指数收跌28.27点（-0.34%），报8369.05点；恒生红筹指数收涨26.07点（+0.62%），报4263.41点。 |
| @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 | — |