我認為這場伊朗戰爭將促使各國重新思考石油的替代方案。在這場戰爭結束後,押注替代能源是個好主意!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
與我們分享你的投資心得,或其他想分享的內容...
我認為這場伊朗戰爭將促使各國重新思考石油的替代方案。在這場戰爭結束後,押注替代能源是個好主意!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
地緣政治風險依然存在,但留在遊戲中比擇時遊戲更重要。保持專注,保持清醒的頭腦!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
只要戰爭持續,整個股市都會遭殃,無論哪個行業。用石油或國防股來對沖仍然是個壞主意!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
這場戰爭將持續下去,最終演變成一場永久的戰爭。股市將遭受重創,大宗商品市場則會繁榮!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
我認為油價很可能會上漲,但情況可能瞬息萬變,這並不一定意味着所有石油相關股票的價格都會上漲。
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
油價高漲應該還會持續下去一個週期,買點兒能源股吧,貴金屬雖然下跌,但是畢竟贏過大盤了。
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
在地緣政治溢價持續期間做多能源股,但如果供應恢復正常則減倉
美國主導平台(AI + 芯片),而中國主導製造規模
甲骨文受益於企業 AI 支出。如果雲和 AI 資本支出保持強勁,逢科技股下跌就買入
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
油價正處於明顯的第三浪,可能延伸至 125 美元,然後才會在第四浪中回調,屆時將與科技股和風險資產反彈同步。風險資產正處於更大 A 浪中 C 浪的第三浪陣痛期,當油價進行第四浪調整時,應會看到 B 浪反彈。希望許多人都留意了我之前帖子中對市場的警告,並採取了必要措施。注意安全!
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
隨着戰事升級、石油供應受到影響,市場正在暴跌。我真心希望局勢能儘快好轉。
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
隨着戰爭持續,市場波動性將長期存在。然而,一旦川普成功實施 TACO,反彈將繼續!
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
世界大戰即將開始。事實是,沒有任何資產是最安全的。甚至連現金都可能消失!
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
我認為隨着戰爭持續,油價維持高位的風險會上升,這將導致通脹失控。這真的取決於川普 TACO!
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
這場戰爭將只是另一場過眼雲煙的風暴,就像自新冠疫情以來發生的許多戰爭一樣。屏蔽噪音,保持專注!
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
全球 AI 芯片出口管制是一個明確的信號,表明美國正試圖通過控制尖端技術的獲取來維持其對世界其他國家的主導地位。這層地緣政治面紗,為尋求大規模應用 AI 的全球企業帶來了不確定性。這可能會無意中促使企業尋求多元化,並重新考慮使用中國替代方案(或兩者兼用),尤其是當兩者現在風險相當時。目前中國科技公司被低估了。這會引發對它們新的、持續的興趣嗎?我們將拭目以待,看事態如何發展。
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
美國五角大樓表示,他們已準備好戰爭持續到九月,並且考慮到川普關於在伊朗結束後轉向古巴的言論,我不指望近期會有穩定。當然,市場在 2026 年全年可能仍會上漲,但波動性肯定會保持高位。
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
戰爭天平似乎正在向美國和以色列傾斜。戰爭必須迅速結束,以挽救雙方的人員損失。就連馬來西亞也加入進來,説以色列是伊斯蘭教的共同敵人。他難道不知道這意味着馬來西亞也是反美的嗎?
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
石油風險溢價可能保持高位
繼續做多 AI 基礎設施,並持有一些大宗商品敞口,以對沖地緣政治風險。
看好 AI 基礎設施和網絡——貴金屬較低的保證金要求可能提升流動性及交易活躍度。
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
在市場出現更具韌性的價格走勢之前,我將堅持我的防禦性立場。在此之前,我傾向於防禦。注意安全!
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
全球芯片出口管制是一把雙刃劍:保護美國在人工智能領域的領導地位,但加速了中國國內半導體產業的發展。
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing: