| 标的 | 提及 | 多空 | 市场 | 代表条目 |
|---|---|---|---|---|
| 比亚迪 | 12 | 8多 / 1空 | A股 | 一图读懂《智能网联新能源汽车产业发展“十五五”规划》 | |
| 紫光国微 | 8 | 0多 / 0空 | A股 | 紫光国微:中联资产评估咨询(上海)有限公司关于深圳证券交 |
| 妙可蓝多 | 5 | 0多 / 0空 | A股 | 妙可蓝多:2025年股票期权激励计划(修订稿) |
| 赛力斯 | 5 | 3多 / 1空 | A股 | 懂了,原来如此,有gjd要买 | 作者:赛茅台01号 阅 |
| 道指 | 4 | 4多 / 0空 | 美股 | 油价下挫提振风险偏好,道指涨逾500点终结四连跌,戴尔飙 |
| 戴尔 | 4 | 4多 / 0空 | 美股 | 油价下挫提振风险偏好,道指涨逾500点终结四连跌,戴尔飙 |
| 沪指 | 4 | 0多 / 2空 | A股 | 沪指跌超1%失守3900点,PCB、光通信逆势拉升,有色 |
| Oracle | 4 | 3多 / 0空 | 美股 | A lot of Oracle's strength c |
| 三利谱 | 4 | 0多 / 0空 | A股 | 三利谱:2026年股票期权激励计划自查表 |
| *ST禾信 | 4 | 0多 / 0空 | A股 | *ST禾信:北京中同华资产评估有限公司关于上海证券交易所 |
| 甲骨文 | 3 | 2多 / 1空 | 美股 | 甲骨文电话会:单季交付850兆瓦算力,GPU续约溢价20 |
| 光韵达 | 3 | 0多 / 0空 | A股 | 光韵达:关于全资子公司签署股权转让协议暨关联交易的公告 |
| 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 | 09-12 01:22 | 已发 | 中性 @farzyness Grok 4.7 needs a few more days to cook.
We might have penalized response length too much (or something) in RL, as it still gives up on hard tasks (that it can do!) too early and isn’t yet sufficiently rigorous in checking its work. Grok 4.7 还需要再打磨几天。我们可能在强化学习里对回复长度惩罚过重(或别的原因),它仍会过早放弃那些其实能做的难题,而且还不够严谨地检查自己的工作。 |
| @realDonaldTrump 特朗普 Trump | Truth Social | 8.7百万 | 网红 | 09-12 03:08 | 已发 | The $5,000 Trump Dividend, given to all Adults in the United States due to the fact that our Country is taking in Trillions of Dollars of Economic Development, Investment, and Pure SUCCESS, is being criticized by “Dumocrats” who are hoping that it never happens — But it will! As an example, the Dumocrats said THE GREAT BIG BEAUTIFUL BILL, one of the largest ever approved by Congress, or signed into Law by a President happened, despite the Dumocrats saying it would be impossible to get approved — Or the Gift of $1776 that I gave last year to our Military, was an almost guaranteed Non Starter, everyone said it could not be done, but it was, our Military Patriots got the money, and loved it. When I say something, I mean it! The $5,000 Dividend will happen because the People of our Country deserve it. VOTE REPUBLICAN — MAKE AMERICA GREAT AGAIN! President DONALD J. TRUMP 由于我们的国家正在迎来数万亿美元的经济发展、投资与纯粹的成功,将向美国所有成年人发放的5000美元特朗普分红,正遭到那些希望它永远不会发生的“蠢主党”批评——但它一定会实现!举例来说,蠢主党曾说《伟大美丽大法案》——国会有史以来通过或总统签署的最大法案之一——不可能获批,但它还是通过了;或者我去年送给军人的1776美元礼物,几乎被所有人说成绝无可能启动,但最终做成了,我们的军人爱国者拿到了钱,并热爱它。我说到做到!5000美元分红一定会实现,因为我们国家的人民应得这份红利。投票给共和党——让美国再次伟大!唐纳德·J·特朗普总统 |
| @unusual_whales Unusual Whales | X | 3.0百万 | 个股/宏观 | 09-12 07:40 | 已发 | 看空 JUST IN: Larry Ellison to sell up to $7.5 billion worth of Oracle, $ORCL 刚刚:拉里·埃里森拟出售最多75亿美元的甲骨文股票,$ORCL |
| @zerohedge 零对冲 | X | 2.8百万 | 个股/宏观 | 09-12 04:00 | 已发 | 看空 *CITIGROUP EXPECTS FED RATE HIKE IN SEPTEMBER, CUTS BY MID-2027 花旗预期美联储9月加息,并预计到2027年中旬前降息 |
| @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 | 09-12 04:15 | 已发 | 看多 Good squeeze up in Adobe Adobe 出现不错的轧空上涨。 |
| @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 | 09-11 21:49 | 已发 | 看空 S&P 500’S 8,000 MILESTONE REMAINS ELUSIVE
The S&P 500 is still 5.4% away from 8,000, as rising bond yields, sticky inflation and a hawkish Fed outlook stall the rally.
CFRA still targets 8,050 by year-end, but warns a 5%-10% correction would not be unusual. Despite the macro https://t.co/TR8Inf5V2s 标普500距8000点仍差5.4%,因债市收益率上升、通胀黏性及美联储鹰派前景令反弹受阻。CFRA仍目标年底8050,但警告5%–10%回调并不罕见。尽管存在宏观风险,华尔街相对平静,VIX低于20,企业盈利提供支撑。 |
| @KobeissiLetter 科贝西信函 | X | 1.2百万 | 个股/宏观 | 09-12 03:50 | 已发 | 看空 The shift we are seeing right now is extraordinary.
Markets now see a BASE case of 4 interest rate hikes by July 2027.
To put this into perspective, at the start of 2026, markets saw 4 interest rate CUTS during this time period.
That's a difference of +200 basis points between 眼下的转向非同寻常。市场目前将到2027年7月前加息4次视为基准情形。对比2026年初,市场当时预期同期降息4次。利率预期在9个月内相差+200个基点。这是自2022年3月美联储开启加息以来最鹰派的政策预期。市场认为“更高更久”已回归,通胀将持续。周三将是重要日子。 |
| @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 | 09-11 23:16 | 已发 | 中性 Looks like Situational Awareness is back:
Sources say Leopold bought options in $AMD, $BE, $CRWV, and $DRAM.
And was active in other stocks such as $SKHY, and $SNDK.
Little surprising since option IV across the board is quite high. https://t.co/P2Pg5szbvO 看来 Situational Awareness 又回来了:消息称 Leopold 买入了 $AMD、$BE、$CRWV 和 $DRAM 的期权,并活跃于 $SKHY、$SNDK 等其他股票。有点意外,因为目前整体期权隐含波动率已经相当高。 |
| @ARKInvest ARK 官方 | X | 82.0万 | 网红 | 09-12 05:34 | 已发 | 看多 Tesla Cybercab is here and Waymo should be worried. https://t.co/1RapMkHQcq 特斯拉 Cybercab 来了,Waymo 该担心了。 |
| @markminervini 马克·米奈尔维尼 | X | 75.0万 | 技术派 | 09-11 22:55 | 已发 | 中性 @TraderDarrenKR Sometimes when you have a very long or large base, especially after a good size correction, the trend could turn up in the early stages of a new stage 2 uptrend and the 50-day will still be below the 200-day. At that point, it's a judgement call. 有时在很长或很大的底部之后,尤其是经历过较大幅度回调时,趋势可能在新的第二阶段上涨早期就转向上行,而此时50日均线仍可能位于200日均线下方。到那个时点,就要靠主观判断了。 |
| @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 | 09-12 03:45 | 已发 | 看空 Investors have all but concluded the Federal Reserve will raise interest rates next week for the first time in three years. The harder question is what comes after that.
Because almost no one at the central bank thinks a quarter-point increase will do much on its own to bring 投资者几乎已认定美联储将于下周三年来首次加息。更难的问题是之后会怎样。由于央行几乎无人认为单次加25个基点就能明显压低通胀,若下周加息,意味着利率位置已被判断为错误;若如此,一次加息不够。前美联储副主席Clarida(现任职Pimco)称:如果下周加息,后续肯定还会再加。 |
| @HAOHONG_CFA 洪灝 | X | 35.0万 | 个股/宏观 | 没更新 | — | |
| @sentimentrader SentimenTrader | X | 27.0万 | 技术派 | 09-12 05:30 | 已发 | 看多 Retail finally came back around.
The 20-week average of the AAII Bull Ratio crossed above 48 for the first time in six months, a level it usually only hits after a bear market has run its course. Every prior signal had the Nasdaq 100 higher a year later. 100% win rate, 22.8% 散户情绪终于回暖。AAII多头比率的20周均值六个月来首次升破48,该水平通常只在熊市走完后出现。历史每次信号后纳斯达克100一年后均上涨,胜率100%,中位数涨幅22.8%。本周TradingEdge周报还覆盖日元布局、实际货币供应加速,以及作为75%胜率设置的市场宽度收窄。 |
| @RyanDetrick 瑞安·德特里克 | X | 22.0万 | 技术派 | 09-11 21:56 | 已发 | 看多 We've been on record some early September weakness was likely, but it'll still be a solid month when all is said and done.
Is this the start? 我们一直认为9月上旬可能出现一些走弱,但整个月结束时仍会是不错的一个月。这是开始了吗? |
| @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 | 09-12 01:16 | 已发 | 看多 #TECHCHARTSMEMBERS I'm adding this text-book #rectangle setup to the upcoming report. The stock is preparing for a breakout to all-time highs.
Stay tuned >> https://t.co/xNhByOrmXw https://t.co/v7nLfQ0MQl (会员内容)把这套教科书级矩形整理形态加入即将发布的报告。该股($NXT)正准备突破至历史新高。 |
| @McClellanOsc 汤姆·麦克莱伦 | X | 15.0万 | 技术派 | 09-11 22:46 | 已发 | 中性 The NYSE's McClellan A-D Oscillator got down to -175 on Thursday, its lowest reading since the March price lows. I'd love to see an even more oversold reading than this to mark the September seasonal low, but this may be all we get. https://t.co/5yTGVVD3CH 纽交所麦克林涨跌振荡器周四降至-175,为自3月价格低点以来最低读数。我更希望看到比这更深的超卖来标记9月季节性低点,但也许这就是我们能得到的全部了。 |
| @spotgamma SpotGamma | X | 15.0万 | 技术派 | 没更新 | — | |
| @Sino_Market CN Wire | X | 13.0万 | 个股/宏观 | 09-11 21:12 | 已发 | 中性 Goldman: CPI broadly in line but doesn’t remove upside inflation risk, keeps Fed’s hike option open
Goldman Sachs economist Alexandra Wilson‑Elizondo said U.S. CPI was broadly in line with expectations. She warned the print masks recent inflationary pressures—its survey period https://t.co/w5Cf86bqzT 高盛:CPI大体符合预期,但未消除通胀上行风险,美联储加息选项仍在。高盛经济学家称美国CPI大体符合预期;警告数据掩盖了近期通胀压力——调查期早于最新能源价格飙升及大宗商品涨势向金属与农业扩散,因此不能排除后续价格压力更强。结果保留了美联储加息选项但未迫使立即行动;市场更可能关注美联储沟通、能源价格、后续就业数据等,而非本日报告。 |
| @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 | — |