狮山巡礼
投资杂谈
博文
(2025-11-05 13:36:23)
他断崖式领先，稳居全球华人首富之位：1794亿美元（1.28万亿人民币）的身家，位列全球富豪榜第八位，是华人第二大富豪赵长鹏861亿美元财富的一倍还多。
他是芯片巨头英伟达的创始人之一，至今仍担任这家公司的董事长和CEO。被称为AI皇帝（AIemperor）的他，也是这轮全球人工智能浪潮中最大的得利者。
他掌舵的英伟达作为GPU赛道头部企业，在2023年人工智能元年后业绩[阅读全文]
(2025-11-05 12:00:14)
Palantir(PLTR)wasinfocusonWednesdayasHSBCraiseditspricetargetontheenterprisesoftwaregiantafteritpostedquarterlyresultsearlierthisweek.
WeexpectUScommercialsegmentsrevenuetoriseataCAGRof59.3%over2025-29toUSD9.3Bin2029,analystStephenBerseywroteinanotetoclients.ThecompanysUScommercialsegmentsurged122%y-o-ytoUSD397min3Q25(2Q25:92.5%).Moreimportantly,totalcontractvalueofnewcontractssignedstoodatUSD1...[阅读全文]
(2025-11-05 05:57:30)
2025年11月2日，埃隆马斯克做客乔里根（JoeRogan）的播客直播间，进行了长达3小时的对谈。
在谈话中，马斯克认为美国是一个曾被思想病毒所侵蚀的社会，这是他收购推特的原始动机，让真相发声，并致力于构建安全的社交沟通平台（XChat）。
在他的描述中，SpaceX一直在挑战物理极限7000磅的星舰在25倍音速下像流星一样飞到印度洋实现软着陆；而赛博卡车则是他想展[阅读全文]
(2025-11-05 05:33:14)
Hereisdifferentglobal-macroperspectiveintheSP500whyImconcerned:
????97%correlationb/w20182025
????SP500/DAX50-DaycorrelationwentnegativeinSep
????WarrenBuffetIndicator
????HidenburgOmen
????SP500hasbeendownfivedaysinarow(otc) AndtheSP500priceactionisseeminglybeginningtoconfirmtheaforementioned(andother)warnings,including????recentsignificantdeclinesinglobalstockmarkets. [阅读全文]
????SP500/DAX50-DaycorrelationwentnegativeinSep
????WarrenBuffetIndicator
????HidenburgOmen
????SP500hasbeendownfivedaysinarow(otc) AndtheSP500priceactionisseeminglybeginningtoconfirmtheaforementioned(andother)warnings,including????recentsignificantdeclinesinglobalstockmarkets. [阅读全文]
(2025-11-05 01:52:32)
Circulation/MarketCap: AsofearlyNovember2025,thecirculatingsupplyandmarketcapitalizationarearound$75billion. Circlereporteda90%year-over-yeargrowthinUSDCincirculationto$61.3billionattheendofQ22025. On-ChainActivity: USDCtransactionvolumereached$5.9trillioninQ22025,markinga5.4xincreaseyear-over-year. JPMorgananalystsreportedthatUSDCisoutpacingTethersUSDTinon-chainactivityandg...[阅读全文]
(2025-11-05 01:45:50)
AIStocksAreHittingaWall.WhatsNext.Artificialintelligenceischangingtheworld,butmanyofthestocksthathavebenefitedareatrisknow.
TheGlobalXArtificialIntelligenceTechnology
AIQ
-3.73%
exchange-tradedfund,whichtrackssoftwarecompaniesandchipmakersthatgainfromAI,morethandoubledinpriceoverthepastfiveyears.Itwasupabout0.9%Monday,ontracktoscorearecordclose,butlowerthanitwasjustaftertradingopene...[阅读全文]
AIQ
-3.73%
exchange-tradedfund,whichtrackssoftwarecompaniesandchipmakersthatgainfromAI,morethandoubledinpriceoverthepastfiveyears.Itwasupabout0.9%Monday,ontracktoscorearecordclose,butlowerthanitwasjustaftertradingopene...[阅读全文]
(2025-11-05 01:44:58)
WallStreetistoofixatedonthehighvaluationsoftechandspeculativestocks,CramersaysCNBCsJimCramersuggestedWallStreetistoofixatedtheonlargevaluationsofcertaintechandspeculativestocks,chalkingupTuesdaysmarket-widedeclineinparttoPalantirsnearly8%lossdespitestrongearningsresults.
Thelargerissueisthatwereatthemomentwheremoneymanagers,whenaskedifthemarketstooexpensive,immediatelythinkofthehigh-flyingspec...[阅读全文]
Thelargerissueisthatwereatthemomentwheremoneymanagers,whenaskedifthemarketstooexpensive,immediatelythinkofthehigh-flyingspec...[阅读全文]
(2025-11-04 19:07:23)
(2025-11-04 16:39:51)
比特币价格失守10万美元的关键心理关口。 周二，比特币价格加速下挫，自6月以来首次跌破10万美元大关，一度下探至99932美元附近，并跌穿200日移动均线，创下年内第二大单日跌幅。市值排名第二的以太坊同样暴跌超10%，跌至3225美元附近。 据coinglass统计，过去24小时全网有34.2万人被爆仓，爆仓金额超过13亿美元，其中多头头寸占损失的85%。 分析认为抛售压力的[阅读全文]
(2025-11-04 15:29:47)
恐慌性下跌诱发技术破位
当前属于典型的「消息面利空叠加技术性破位」：
加密货币板块整体暴跌（BTC/ETH双双跌3~5%）；
DeFi协议Balancer被攻击引发连锁恐慌；
美联储官员发出偏鹰言论，导致避险情绪上升。
CRCL作为「加密支付赛道代表股」，情绪与流动性双重受挫。
今日跌幅-5.61%，收盘111.25美元，创近一个月新低
跌破所有短期均线（MA5/MA10/MA20），技[阅读全文]
