木头姐每天交易了什么

Nasdaq up +0.9%, S&P 500 up +0.38% Monday's sharp drop caught everyone off guard. Last night, US stocks opened high and continued to rise. The Fed's announcement that expectations for a July rate hike have significantly receded, coupled with CPI data coming in lower than expected across the board, boosted market optimism. Memory chip concept stocks surged, with SK Hynix up over 27%, SanDisk up over 5%, and Micron Technology up nearly 5%. Today, South Korean stocks continued their strong rally, triggering a circuit breaker during the session. This back-and-forth volatility lately has been quite exciting...

The Nasdaq fell 1.55%, the S&P 500 fell 0.79%. US stocks opened lower and continued to decline yesterday. Storage concept stocks plummeted, with SanDisk down over 12%, SK Hynix down over 9%, Seagate Technology down over 5%, and Micron Technology and Western Digital down over 4%. Last week, Hynix's US listing probably buried a lot of people. Today, both Japanese and Korean markets fell, but news came in the afternoon: South Korea's Ministry of Economy and Finance, Financial Services Commission, Bank of Korea, and Financial Supervisory Service have fully intervened to stabilize the market, requiring major asset management companies to submit market volatility reduction plans, with a core focus on single-stock leveraged ETFs. Upon the news, the Korean stock market made a deep V-shaped recovery and turned green...

Nasdaq up +0.29%, S&P up +0.42%. US stocks performed quite well last Friday, but before we could even enjoy it for two days, today is a sea of misery. SK Hynix's Q2 earnings saw a significant recovery, with profits soaring 556% year-on-year, but it fell 8% short of market expectations, leading to a stock price plunge of over 15%. The market's appetite has grown, and this kind of direct negative news triggered the sell-off. Coupled with the escalation of US-Iran conflict and rising risk aversion sentiment, South Korea's KOSPI index plummeted 8%, triggering a trading halt, dragging down the Asian memory sector. The capital market only cares about the expectation gap; even with a huge increase in profits, failing to meet expectations still leads to a sell-off.

Nasdaq up +1.13%, S&P up +0.81%. US stocks opened high and closed higher last night, with the storage sector leading the gains. Optical communications and semiconductors surged across the board! The semiconductor index triple long surged 15.2%. Storage chip concepts SanDisk and Micron rose over 7%. Optical communications stock Lumentum rose over 11%, and Corning rose over 4%. Storage giant SK Hynix officially lists on the US market tonight. It's another sleepless night. The American Depositary Share (ADS) issue price is set at $149 each, with a fundraising scale of about $26.5 billion. This lowers the threshold for investors...

Nasdaq up +0.20%, S&P down -0.28% US stocks were mixed last night, the Dow fell more than 1%, while the Nasdaq rose slightly by 0.2%. SanDisk rose more than 6%, Seagate Technology rose more than 4%, and Western Digital rose more than 3%. On one side, traditional industrial stocks collectively slumped, while on the other side, semiconductor and storage concept stocks staged a strong rebound. Cathie Wood bought 181,847 shares of SPCX, 24,874 shares of RXRX, 61,750 shares of GENB, 28,447 shares of CMPS, 14,637 shares of LLY, 20,644 shares of ALMR, and 9,384 shares of CRWV today...

The Nasdaq fell -1.16%, and the S&P 500 fell -0.45%. US stocks continued to drop yesterday. The Philadelphia Semiconductor Index fell over 4%, Intel fell over 9%, Western Digital and SanDisk fell over 7%, AMD fell over 6%, Microsoft rose 0.54%, Facebook rose over 2%. US-Iran relations are tense again, and international oil prices just surged. It's just one thing after another...

The Nasdaq fell 0.80%, the S&P 500 was flat at +0%. The three major U.S. stock indices were mixed, with only the Nasdaq in the red. The main driver over the past two days has been Facebook's plan to rent out its idle computing power, which was quickly interpreted by the market as a sign of "computing power oversupply," raising concerns about future reductions in capital expenditure. Last night, optical module and memory storage sectors plummeted, with AAOI down over 13%, Micron down over 5%, SanDisk down over 14%, and Western Digital down nearly 10%. This round of decline was quite sharp. The market is closed tonight, we'll see what happens next week...

The Nasdaq fell 0.66%, the S&P 500 fell 0.22%. US stock storage and semiconductor sectors plunged. Google, Apple, Tesla, and Amazon rose over 1%. Micron and SanDisk fell over 10%. Intel fell over 9%. ASML and AMD fell over 7%. It was a bloodbath this morning. Plus, Japan and South Korea fell sharply, with South Korea continuing to have frequent circuit breakers. US stock futures have already tanked. Facebook rose over 8%, Microsoft rose over 3%. Sector rotation is the same: earlier, hardware rose while software fell; now it's switching. Meta announced plans to rent out excess computing power...

The Nasdaq rose +1.52%, the S&P 500 rose +0.79%. US stocks opened high and went higher last night. This half year just ended in a muddle. The only recent mistake was buying the aerospace ETF, which took a sharp turn for the worse after SpaceX's listing, forcing me to cut my losses. The only consolation is that I did some day trading earlier, which recovered some of the losses. It also tells me that in the future, when I encounter stocks I don't understand or am unfamiliar with, it's better to move less. Even when day trading, don't get attached. Money can't be earned all at once, but it's very easy to lose it all. I've been a bit busy lately, moving to a new environment. Otherwise, it would take 4 hours to commute back and forth every day before, just thinking about it is scary...

Nasdaq down -0.46%, S&P down -0.01%. US stocks opened high and closed low last night. Despite Micron's earnings beating expectations, which should have led to gains, the market didn't follow that trend. The memory sector is absorbing too much capital, leading to potential price increases for many products that require storage. It's impossible for just one company to reap all the benefits; the smaller players need to get a taste of the soup too. Even Apple's CEO has stepped in to comment, officially announcing price increases for the iPad and Mac series. Those planning to buy phones later will have to dig deeper into their pockets. Asian markets crashed in the morning session, with South Korean stocks plummeting 8% at one point, triggering another trading halt. Day after day...

Nasdaq down -0.43%, S&P 500 down -0.10%. The performance of US stocks last night was as flat as water, with most tech stocks falling. Not sure if it was waiting for Micron's earnings report. After the report was released after hours, they all surged in unison. At least the earnings exceeded expectations, giving AI another shot in the arm. Micron then released its earnings report, with third-quarter revenue growth as high as 346%, and gross margin reaching a staggering 84.9%, far exceeding market expectations. After hours, Western Digital rose over 11%, SanDisk rose over 10%, Qualcomm rose over 10%, Seagate Technology rose over 8%, woke up and DRAM directly pulled up...

The Nasdaq fell 2.21%, the S&P fell 1.44%. US stocks got dragged down by South Korea yesterday. Micron Technology and SanDisk fell over 13%, Western Digital fell over 8%. The optical communications sector also dropped sharply. Applied Optoelectronics fell nearly 14%, Credo Technology and Coherent fell over 10%, Corning and Lumentum fell over 7%. There's been a hot news story these past couple of days. A die-hard Xiaomi fan on Snowball bought Xiaomi stock, with peak profits reaching 3 million. Maybe this sweet taste went to his head, and he even sold his house this year to add to his position, only for it to keep falling...

The Nasdaq fell -1.32% and the S&P 500 fell -0.37%. Today, it suddenly dropped a huge one. The South Korean stock market circuit breaker was triggered again, with the KOSPI index falling over 8% at one point. Samsung Electronics fell nearly 5%, and SK Hynix fell over 10%. If you switch to the Hong Kong stock market's leveraged long position, that's over 20%. This year, Samsung and Hynix are experiencing another sharp rally. South Korean people also like to use leverage, so a sharp drop like this can easily trigger margin calls. Cross-party lawmakers in the South Korean National Assembly are discussing tax reforms. Regardless of whether assets are sold, taxation will be based on the substantial increase in net asset value. Unrealized gains from investment assets such as stocks and real estate are also subject to taxation...

The Nasdaq fell 1.15%, and the S&P 500 fell 0.57%. U.S. stocks opened high and closed low yesterday. It's normal to see a pullback after a 1-2 day rally, and it's also preparing for the next surge. Optical communication concept stocks generally fell, with Applied Optoelectronics down over 10%, Lumentum down over 8%, and Coherent down over 7%. Today, I opened my A-share account to apply for a convertible bond. I usually don't use my A-share account; it's purely become a decoration. I only open it to apply for new bonds. With the decline in the winning rate, I haven't opened it many times this year. In previous years, I could still win 3-4 times with convertible bonds, but now I haven't won once this year...

Nasdaq up +3.07%, S&P 500 up +1.65%. US stocks surged last night, with the storage sector soaring across the board. Western Digital rose over 16%, Seagate Technology rose over 16%, Micron Technology rose over 9%, and SanDisk rose over 6%. SpaceX rose over 19%. The worst thing these past few days was buying related space ETFs, which rose and fell before SpaceX's surge, exhausting the positive momentum. Now it can't rise further, and cutting losses is painful. ☹️ Cathie Wood made no buy trades today...

Nasdaq up +0.70%, S&P 500 up +0.30%. US chip stocks mostly rose last Friday, with ARM up over 11%, Seagate Technology up over 7%, Intel and Western Digital up over 6%, and SanDisk up over 5%. Combined with the positive news from the US-Iran negotiations today, most stocks can start rising in pre-market trading. Tonight's US stock market shouldn't have any major surprises for now...

Nasdaq up +2.54%, S&P up +1.75%. US stocks opened high and went higher last night. The storage sector, which had been falling these past few days, saw SanDisk up over 14%, Micron Technology up 11%, ARM up over 11%, ASML and Intel up over 9%, AMD up over 7%, Western Digital up 8%, Seagate Technology and Qualcomm up over 6%. The main reason is still Donald Trump speaking out again. Yesterday I was saying, the only one who can overturn what he says is himself. He's often unpredictable. Then at 1 a.m., Trump announced: "Tonight's airstrike, canceled. The deal is basically agreed upon." Wow, the market really reacts to what Trump says...

Nasdaq down -1.98%, S&P 500 down -1.62% Last night, US May CPI was 4.2% year-on-year, 0.5% month-on-month, the data met expectations, the rate hike is likely to be delayed further. The opening performance was quite good, but it didn't last long, and it turned around and plunged straight down. The main reason is the further deterioration of the Middle East situation. Donald Trump claimed he would attack them, and attack them very fiercely. Yesterday he also said the negotiations with Iran were about to be settled, every day he overturns what he said the day before. Cathie Wood bought 141,502 shares of KDK today...

The Nasdaq rose +0.86% and the S&P 500 rose +0.30%. US stocks recovered last week's losses last night. Tesla rose over 4%, Intel rose over 11%, AMD rose over 5%, and Micron Technology rose over 9%. US stocks are still quite resilient. Last week was like eating shit, and last night was like eating a piece of candy. The South Korean stock market has been extremely volatile these past two days. It hit limit-up consecutively last week, hit limit-down again yesterday, and today it's limit-up's turn. SK hynix rose over 18% during the session, a real bull. Last week, I bought some storage ETF around $60 in US stocks, but didn't expect it to go even lower. I was too impatient. Didn't strictly follow the bottom-fishing rhythm...

The Nasdaq fell -4.18% and the S&P 500 fell -2.64%. Last night was truly a Black Friday night, with my account experiencing a significant drawdown. Logically, after being in the US stock market for so long, I should be able to handle it somewhat, but when it comes to money, I still got blinded by greed. Can only comfort myself that next week will be better 😞, worth waiting for. The US released the May non-farm payroll data last night, which overall still showed strong performance, with 172k new jobs added, doubling market expectations. The unemployment rate held steady at 4.3% for the third consecutive month. As soon as the data came out, the market instantly priced in a "25 basis point rate hike before December" completely...

The Nasdaq fell -0.09%, and the S&P 500 rose +0.41%. U.S. stocks performed differently last night. With SpaceX's upcoming listing approaching, space concept stocks generally rose, with Rocket Lab up over 4% and EchoStar Communications up 3%. The semiconductor sector showed a divergence in performance, with Broadcom plunging over 12% and Arm falling over 4%. Affected by Broadcom's earnings report, Micron Technology dropped nearly 8%. SanDisk fell nearly 4%...

The Nasdaq fell -0.89%, the S&P 500 fell -0.74%. The U.S. stock market declined overall last night. When checking the software after-hours this morning, it continued to drop. Broadcom released its earnings report, plummeting over 15% at one point. The company expects its AI sales for the third fiscal quarter of 2026 to be $16 billion, falling short of market expectations. It forecasts AI chip sales for this fiscal year to reach $56 billion, also below the average expectation. Cloud computing service providers fell across the board, with Microsoft down over 3%, Amazon down over 2%, and Oracle down over 5%. This wave of decline has affected others. Let's see if it can pull back a bit when the market opens tonight...

The Nasdaq rose +0.03%, the S&P 500 rose +0.13%. US stocks opened lower and closed higher yesterday. Due to Jensen Huang's remarks, Marvell Technology surged over 32%, Coherent rose over 17%, Lumentum and Corning rose over 13%. AI application stocks pulled back, with ServiceNow down 6%, Salesforce and Microsoft down over 4%. Microsoft really is like a scumbag you can't keep holding, always thinking there's hope, but then it weakens again. Cathie Wood didn't buy today, sold 100 shares of ICE.