股友VdYV1e8695

Watching CRDO surge another 8% today, it's clear that the AI and chip sector simply has more patience than people. Those who can't hold onto their positions can only chase the trending topics now.

The momentum of MDLN's IPO is also strong—capital is bold enough to rush in. Meanwhile, the two healthcare stocks in my portfolio, OSCR and CNC, have been beaten down by policy changes, with volatility driven entirely by anxiety—now facing sell-offs, now subsidy issues—it's truly exhausting.

ADT is almost become a fixed-income stock, with no movement except for dividend ex-dates. The market right now is all about tech storytelling and traditional healthcare stagnation, making people itchy to act but hesitant.

$CKH HOLDINGS(00001.HK) This wave is another small dip, feels like there's no highlight. The news of Watsons going public couldn't stir the market. That's just how Hong Kong stocks are now - even positive news gets ignored.

$CHINA SHENHUA(01088.HK) is quite stable though. The coal sector remains as indifferent as ever - working on big projects but the stock price just won't budge.

Honestly, holding these two doesn't hurt, but doesn't excite either. Mainly just following the market's sluggish trend, waiting for dividend payouts.

$Unity Software(U.US) Didn't they say 3D games and stuff have a bright future? A 0.88% rise, seriously? My eyes are going blind waiting for just this tiny splash

$Defiance Leveraged Long + Income AMD ETF(AMDU.US) Can't even muster any energy, thought AMD would carry me this time, a 2x long position only rose 0.2%, might as well just take a nap

$AXS 1.5X NVDA Bear Daily ETF(NVDS.US) Shorting NVDA the other way also has so little movement, why do I feel like there's no difference between going long or short now... really just surviving by shaky hands, why does it feel like the whole market is slacking off while only I'm losing? Any bros who know tell me if I should cut my losses, I'm not watching anymore, one more look and I'll lose another 🖥️

$Amphenol(APH.US) has basically no negative news, with a strong global layout to resist risks. Dividends and buybacks are standard. Honestly, sometimes not falling already means winning more than half the battle.

老师们发财了，我们轮流看着吧。大盘和个股连续 4 天低迷下跌，市场十分惨淡，我已经使用了满 3400 减 100 的优惠券。个股跌得厉害，都打折甩卖。

比如，$CRCH(600636.SH) 一开盘就跌停了，所以也没什么好看的。$CSSCSTC(600072.SH) 连续两个交易日跌停，几乎让人绝望。$Inly(603598.SH) 今天开盘也很低，真是让人心疼。

连国光电器也跌了，视觉中国大资金锁仓今天暴跌，捷成股份更是两天内跌了 20 个点，尤其是小票 30-40 亿的票也跌了 20 个点。

天娱数科昨天涨停，今天却跌停了，看来那些 AI+ 电影并没有什么赚钱效应。集合竟然不卖而是继续下跌。

眼看大盘和个股都如此反常如此低迷，我们还能怎么办呢？不如看看老师们是如何成功发财的吧。

看看那些券商分析师，还在老套路上死守，不愿意做出改变，真是可笑。说实话，他们自己都没有真正操作过股票，就这么嚷嚷着要倒车拾人，简直让人啼笑皆非。据说有个所谓的金牌首席分析师，自己也曾经深陷股市的泥潭，可是最后的结果却是一败涂地，最后只能黯然清盘。这些人纯粹就是靠着一些理论知识而已，没有实战经验，不要指望他们帮你赚钱。当我看他们的研究报告时，只是关注一下他们概述的基本面数据，至于交易的环节，还是自己靠实践和经验去发掘吧！

GPT 股票大跌！中科曙光、三六零等公司 K 线图惨不忍睹，跌幅达到 20%-45%。但是，GPT 概念股票很多，尽管许多大公司表现不佳，但仍有许多小型公司表现优异。游戏和传媒公司依然表现优异。然而，随着 GPT 和中特估的风向止，预计新能源和白酒行业将会回暖。如果你正在考虑投资，可以留意三六零、海天瑞声和浪潮信息等公司的表现。

今天片仔癀一字板涨停，原因并不仅仅是出自分歧较大的市场情绪和多空观点。实际上，片仔癀最近大幅提价后的表现已经趋于稳定，再加上此前处于底部，资金很容易就顺势流入，封住了它的涨势，同时也带动了其他小票。

然而，任何股票都不可能永远往上涨而不换手，一旦涨多了，自然会有人开始卖出。

面对未来的可能调整，我们需要留意什么？现在市场默认片仔癀业绩将重回 20%+ 的高增长周期。因此，如果在半年报中，二季度的业绩增长仍旧只有比如 15% 到 17%，那么就被认为是未达到市场预期，此时加上反弹行情，那就很可能开始调整，就像去年的同仁堂。

对我而言，不管是片仔癀还是同仁堂，我都不再给出任何提示机会了。

最后，我们期待下片仔癀的西黄丸和同仁堂的手工精品安宫，它们之后会成为市场的新亮点。$ZZPZH(600436.SH) $TRT(600085.SH)

根據媒體預測數據顯示，在通過壓力測試後，美國銀行業巨頭今年將向股東回報總計 800 億美元。盡管這些大型銀行均通過測試，但$Bank of America(BAC.US) 、$Citigroup(C.US) 及$JPMorgan Chase(JPM.US) 在測試中表現不佳。

在上市公司内部人员买盘激增之际，投资者却不断从股票基金中撤资。数据显示，EPFR Global 追踪的基金经历了 6 周的资金流出，这是 2019 年以来持续时间最长的一次资金流出。与此同时，华尔街策略师纷纷下调市场前景，称美联储激进的货币紧缩政策有可能将经济拖入衰退。