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狮山巡礼
投资杂谈
博文
(2025-10-22 13:19:34)
(2025-10-22 10:01:11)
TrumpadministrationconsiderspotentialescalationinChinatradewar MeasurecouldrestrictshipmentstoChinaofgoodscontainingormadewithU.S.software PlanwouldretaliateagainstChinasrareearthexportrestrictionsifadopted Oct22(Reuters)-TheTrumpadministrationisconsideringaplantocurbadizzyingarrayofsoftware-poweredexportstoChina,fromlaptopstojetengines,toretaliateagainstBeijingslatestroundof...[阅读全文]
(2025-10-22 08:08:06)
10月21日，Circle股价走平，成交量较低，美联储数字支付创新的消息并未刺激股价。
但是，期权市场暗流汹涌。很多300以上行权价的call被大批量成交，其中最令人费解的是这一张：11月21日，385call，有人出手买了5.42万张，耗资500-600万美元。
奇怪的点在于：
1.385相当于现在价格的三倍，要Circle一个月内翻三倍，从已知公开信息看起来，简直天方夜谭。
2.385是一个[阅读全文]
(2025-10-22 07:09:06)
Iregularlyrefreshequityperformanceattributionandaconstantthemethisyearhasbeen#techdoingearningsheavylifting.Atatimewhenmarketsfeelparticularlynervousaboutheadlineandleveragerisks,Ialwaysgo#BackToFundamentals. [阅读全文]
(2025-10-22 06:44:18)
特斯拉FSDV14：一个活过来的自动驾驶系统
如果说奥特曼的访谈描绘了AI的宏大未来，那么特斯拉FSDV14的最新进展则提供了一个令人惊叹的当下例证。
埃隆马斯克（ElonMusk）曾回应FSDV14更新时表示Itfeelsalive.（它感觉活过来了）。最初，这被一些人视为夸大其词。然而，一段博主的评测视频展现了FSDV14在DriveThrough（免下车点餐）场景下的能力，令人惊掉下巴**。
在测试中，[阅读全文]
(2025-10-22 03:50:21)
奥特曼最新访谈揭示OpenAI的万亿野心与AGI路线图
OpenAI首席执行官山姆奥特曼（SamAltman）最近在A16Z播客上接受了一次深度访谈，揭示了公司在AI算力中心建设、AI硬件尝试以及最终目标实现通用人工智能（AGI）背后的宏大布局。奥特曼的激进投入不仅震惊了科技界，也引发了关于AI泡沫和未来经济价值的广泛讨论。
斥巨资构建算力中心：规模空前
OpenAI近期在算力上的投入[阅读全文]
(2025-10-22 01:53:16)
在上周多日连续创新高后，贵金属市场突然转向。10月21日周二，金银遭遇多年来罕见暴跌。华尔街评论称所有人都将聚焦上海金交所周三开盘的情况。
截至周一连续第六个交易日创盘中历史新高的黄金创十二年来最大跌幅。
美股早盘时段刷新日低时，现货黄金逼近4082美元，日内跌约6.3%，创2013年4月以来最大日内跌幅，纽约期金跌至4093美元，日内跌6.1%。纽约尾盘，现货[阅读全文]
(2025-10-22 01:46:25)
Goldsrecordruncouldusherinbiggestchangeevertomarketsclassic60/40stockbondinvestingportfolio
Theclassic60/40stockandbondportfoliohasfacedgreaterscrutinyinrecentyearswithabreakdowninthewayfixed-incomeperformedhistoricallyasastockmarkethedgeforinvestors. Inflationandgovernmentdebtconcernsareamongrecentfactorsdrivingdemandforpreciousmetalsincludinggoldandsilver,andcryptocurrenciesincludingbitco...[阅读全文]
Theclassic60/40stockandbondportfoliohasfacedgreaterscrutinyinrecentyearswithabreakdowninthewayfixed-incomeperformedhistoricallyasastockmarkethedgeforinvestors. Inflationandgovernmentdebtconcernsareamongrecentfactorsdrivingdemandforpreciousmetalsincludinggoldandsilver,andcryptocurrenciesincludingbitco...[阅读全文]
(2025-10-22 01:40:35)
KeyPoints
TeslassalesgrowthinthethirdquarterwassignificantlymorethanjustapullforwardtriggeredbythecancellationofthefederalEVtaxcredit.
ThecompanyisexpectedtofaceafewchallengingquartersofsalesintheU.S.,butitsintroductionofnewmodelswillhelp.
Therealcatalystforthecompanywillcomefromthearrivaloffullyautonomousrobotaxisandpubliclyavailablefullyautonomousfullself-drivingsoftware...[阅读全文]
(2025-10-22 01:34:02)
TeslaQ3preview:Robotaxi,AIambitionsontheagendafollowinghigh-watermarkinsales
Tesla(TSLA)stockwentonateartoendthethirdquarter,erasingearly2025lossesasinvestorsbetonthefirmsAI-relatedambitions.AstrongsalesquarterandadetentebetweenCEOElonMuskandformerBFFPresidentTrumpalsohelped,butthequestionremainswhetherTeslassky-highvaluationwillcontinuetodefygravity.
TeslasQ3earningsreport,slatedforreleas...[阅读全文]
Tesla(TSLA)stockwentonateartoendthethirdquarter,erasingearly2025lossesasinvestorsbetonthefirmsAI-relatedambitions.AstrongsalesquarterandadetentebetweenCEOElonMuskandformerBFFPresidentTrumpalsohelped,butthequestionremainswhetherTeslassky-highvaluationwillcontinuetodefygravity.
TeslasQ3earningsreport,slatedforreleas...[阅读全文]
