交易筆數

當前收益率位於 Top 20%
基於長橋（新加坡）綜合賬戶計算

收益排行

EdmundK

1. Fed/Warsh hawkish dot plot  Fed’s right to stay hawkish with sticky services inflation, but hiking into a 2026 slowdown risks overtightening. Watch jobless claims — cuts likely late 2026 if CPI cools.2. SpaceX dip post-IPO run  Healthy pullback after +42% IPO pop and brief Amazon flip. Starship + Starlink moat still underpriced. I’d buy this dip if your horizon is 3+ years, not 3 weeks.3. SG NODX + AI memory supercycle  UMS, AEM, Venture, Frencken actually benefit from chip equipment + precision mfg. Supercycle sustainable medium-term on HBM demand, but NODX is lumpy — take profits on spikes.