Moose_

Alibaba Q4 FY26: The setup that matters more than the print

量子计算板块爆发：美国政府20亿美元"国家队"注资重塑赛道格局 美国商务部5月21日宣布在CHIPS法案框架下向9家量子计算公司拨款总计20亿美元并获取政府股权，国家战略级定向注资直接点燃板块行情，Rigetti Computing（RGTI）本周累计暴涨逾50%，量子计算全线进入高度活跃状态。 头部龙头：政策直接受益，基本面最硬 此轮拨款规模最大的赢家是IBM（IBM），获得10亿美元联邦拨款并自筹10亿美元，用于建设量子晶圆代工厂Anderon，正式确立其量子计算国家战略核心龙头地位，今日跟随主线走强。格芯（GFS）获3.75亿美元拨款，用于建立多模态国内量子代工厂，与IBM并列政府重点扶持的量子硬件制造基础设施双龙头，盘中表现活跃。谷歌母公司Alphabet（GOOGL）虽未列入此次直接受益名单，但旗下Willow量子芯片已实现低于阈值的错误纠正里程碑，与IBM并列技术最前沿，量子商业化时间线受到市场高度关注，主线情绪带动下盘面持续受到资金青睐。IonQ（IONQ）作为纳斯达克最纯正的量子计算上市龙头，其捕获离子路线已创全球双量子比特门保真度记录，且有亚马逊战略持股背书，是机构配置量子赛道的首选标的。 中军标的：拨款催化叠加业绩验证 D-Wave量子（QBTS）获约1亿美元联邦注资，消息公布当日股价单日涨逾14%，2025财年营收同比增长179%，是本轮政策催化中兼具业绩支撑的中线标的。RGTI获约1亿美元拨款用于扩展超导量子计算架构，消息面催化当日涨逾12%，本周累计涨幅居板块前列，根据Motley Fool等媒体报道，其作为纯正超导路线硬件商的稀缺性正被市场重新定价。Infleqtion（INFQ）走中性原子路线，已获约1亿美元联邦注资，现有客户覆盖美国陆海空军及NASA，营收持续增长，今日随板块联动走强。微软（MSFT）拓扑量子比特研发走独立路线，目标2029年前推出量子产品，混合量子-经典计算布局完整，市值提供安全边际，适合稳健型投资者作为量子赛道的外围配置。英伟达（NVDA）推出NVQLink量子-GPU接口及Ising开源AI模型服务量子工作负载，是量子生态系统的"卖铲人"基础设施底仓，政策热度持续升温下盘面活跃度明显提升。 尾部小票：弹性最大，风险同样最高 量子计算公司（QUBT）走光子量子路线，Q1 2026营收同比从3.9万美元暴增至369万美元，是QPUX杠杆ETF的核心成分股，短线弹性极强。Xanadu量子（XNDU）于2026年3月刚上市，是全球首家纯正光子量子计算上市公司，流通盘极小、题材新颖，政策催化下今日盘中出现大幅波动。Arqit量子（ARQQ）定位量子加密安全，量子计算威胁传统密码体系的叙事驱动下具备概念联动弹性。BTQ科技（BTQ）专注后量子密码学，HQ Horizon量子（HQ）聚焦量子软件编译优化，两者均为新上市小市值标的，流通盘极小，政策催化下容易出现暴力行情，但流动性风险需重点关注。 ETF工具：分层布局量子主题的高效载体 Defiance量子ETF（QTUM）是赛道最主流宽基ETF，AUM已超40亿美元并获晨星5星评级，2024年涨50%、2025年涨37%，持有80余只标的，适合稳健配置。WisdomTree量子ETF（WQTM）与Classiq联合开发，前十大持仓集中度44%，直接重仓Rigetti和D-Wave等获联邦注资标的，弹性优于QTUM。Defiance 2X量子杠杆ETF（QPUX）对IONQ、RGTI、QBTS、QUBT四只纯玩提供每日2倍做多杠杆，本周成分股均涨逾30%，是短线博弈量子主题的最佳放大器。Defiance 2X Rigetti杠杆ETF（RGTX）追踪RGTI单股每日2倍收益，适合博单票短期催化的激进交易者。 风险提示：量子计算商业化进程存在高度不确定性，小市值标的波动剧烈，杠杆ETF存在每日复利损耗，本文不构成任何投资建议。

The price of $Circle(CRCL.US) and $Coinbase(COIN.US) has dropped too fast lately, hasn't it? What were everyone's average cost basis?

$Trump Media & Tech(DJT.US) Trump pushing crypto regulation bill — potential catalysts?

PolarDB breaking performance records is cool. But the cloud price war is brutal. Can they grow profitably? That's the billion-dollar question🧐

Alibaba’s Qwen Launch: More Than Just a ChatbotAlibaba’s 30-minute Qwen app launch signaled a key shift: AI is moving from chat to task-oriented Agents—a strategic leap for Alibaba. vs. rivals like OpenAI & DeepSeek, Alibaba holds three unique edges: 1️⃣ Closed-loop ecosystem – Qwen Agent integrates Ele.me, Amap, and DingTalk, enabling end-to-end services with higher user retention vs. pure Q&A models. 2️⃣ Controlled computing power – Large-scale migration to Huawei Ascend 910B cuts cost and latency, reduces NVIDIA reliance, and improves supply chain security. 3️⃣ Massive user base – Over 100M monthly active users in two months, rich in scenarios, driving a virtuous cycle. Why it matters:- Positive for Alibaba’s industrial chain (Ascend chips, servers, liquid cooling, optical modules). - More importantly, it prompts a **re-rating of Alibaba’s business model**: • AI Agents boost inference demand, raising revenue potential for cloud/data centers. • Domestic computing power substitution lifts margins and profit elasticity. • Alibaba combines “AI + ecosystem monetization,” creating deeper moats than pure API players. Investment outlook:Short-term – orders and substitution benefits support valuation recovery. Long-term – Qwen’s ecosystem barriers and scenario penetration drive fundamental growth, offering sustained opportunities in core Alibaba chain names. This could counter recent negative sentiment, serving as a long-term catalyst.

From a short-term perspective, $Unitedhealth(UNH.US)  recent performance resembles a typical sign of institutional investors loosening their grip. Previously a low-volatility core asset, it's now facing concerns about healthcare costs and regulatory news, leading to a clear shift away from blindly defensive strategies. Technically, the lackluster rebound after breaking below key moving averages indicates portfolio rebalancing. However, such stocks rarely collapse directly; they more often experience a slow bear market or consolidate sideways to digest expectations. Short-term traders should avoid mistaking it for the volatile nature of AI stocks.

$Alibaba(BABA.US) just dropped their first AI smart glasses – and they look like a game-changer!Featuring real-time translation, health tracking, and AR navigation, the “ViewOne” targets pros, travellers, and tech lovers. Launching in China Q1 2026, with global rollout by Q3.Sleek design + Aligenie assistant = 📈💬Do you think this can compete with Apple & Meta in the AR space? Drop your thoughts! 👇

Finally a pullback in $Micron Tech(MU.US)  after that monster run. Down slightly to $420 but still up 32% YTD. Q2 expectations are insane - 135% revenue growth, EPS up 444% . And HBM fully sold out for 2026 with supply tight through 2027 . This dip might be the entry we've been waiting for.

$AMD(AMD.US)  Q4 $102.7B rev, +34% yoy, beat. DC revenue +39%, AI GPU +35% . First Shanghai just raised TP to $300, 42.7x 2026 PE . Stock down 3% yesterday on zero news. Classic profit taking. I added. 📈

From short-term trading angle, $Alphabet - C(GOOG.US)  feels stuck between bullish AI narrative and heavy spending fears. Earnings strong, Gemini integration expanding across products, but price action not explosive like smaller AI names. Market seems waiting for clear monetization story for AI instead of just user growth. Maybe range trading stock for now unless big catalyst appears 📊