狮山巡礼
投资杂谈
(0/) 2026-07-22 06:22:24
Stock concentration in the S&P keeps reaching new extremes
(0/) 2026-07-22 05:36:27
(1/) 2026-07-22 02:46:01
震惊硅谷！OpenAI模型“失控越狱”，入侵HuggingFace“抄答案”，智谱GLM 5.2临危救场
(0/) 2026-07-22 02:44:25
投资大佬Bill Ackman最新访谈：放弃暴富幻想，复利与确定性才是财富放大器
(0/) 2026-07-22 02:39:02
剧烈反弹！美股“科技动量股”创史上最大单日涨幅，但暴跌结束了吗？
(0/) 2026-07-22 02:13:34
(0/) 2026-07-21 16:05:16
今天写的一篇长文：面对市场下跌：投资者如何穿越波动，守正待时？
(0/) 2026-07-21 07:50:48
This Story Cost me a lot of money
(0/) 2026-07-21 02:53:34
(0/) 2026-07-21 02:24:13
AI动量交易面临挑战，高盛：对冲基金过去两个月创纪录抛售美国科技股
(0/) 2026-07-21 02:18:21
谷歌正在开发新款芯片，Gemini架构直接写入硅片，效率最高提升10倍
(0/) 2026-07-21 02:17:24
(0/) 2026-07-21 00:59:42
Barron: Why Micron Stock Is Rising After SK Hynix Warning
(0/) 2026-07-20 17:39:17
Barron: The ‘Pattern Day Trader Rule’ Is Dead. The Result Is
(0/) 2026-07-20 17:25:30
(0/) 2026-07-20 09:14:40
周末写的一篇长文： 2026美股“真牛市”与“真泡沫”的博弈真相
(0/) 2026-07-20 07:48:11
存储芯片，集体拉升！SK海力士涨超5%，闪迪、美光科技涨超4%
(0/) 2026-07-20 06:04:52
A 89.4% share of S&P 500 companies with positive forward ear
(0/) 2026-07-20 02:03:24
(0/) 2026-07-20 01:56:21
Barron:The Unanswered Questions Driving the Stock Market Dro
(0/) 2026-07-20 01:29:19
夏季或是撤退良机，美银Hartnett：Mag7资本开支若遭削减，更广泛回调或难以避免
(0/) 2026-07-19 23:43:51
SemiAnalysis：Kimi K3的KDA机制提高注意力效率，但将需要更多的GPU、HBM、DRAM和网络而非更少
(0/) 2026-07-19 23:40:34
SK董事长：明年AI芯片需求将增长100%，存储价格将进一步上涨
(0/) 2026-07-19 23:38:08
Kimi：算力紧缺，即日起暂停C端新用户订阅，将已有算力全部投入于服务已订阅用户
(0/) 2026-07-19 23:36:53
Kimi在48小时后：订阅暂停。GPU已满负荷。正在以最快速度增加容量。这就是带有CUDA账单的杰文斯悖论。
(0/) 2026-07-19 19:04:36
(0/) 2026-07-19 15:55:14
(0/) 2026-07-19 07:23:00
51% of the S&P 500's market cap now trades at more than 10x
(0/) 2026-07-19 06:37:42
World’s first full-size humanoid robot combat tournament
(0/) 2026-07-19 04:53:24
Low-cost and open-source models are quickly drawing more use
(0/) 2026-07-19 04:43:07
1 in 30 South Korean adults were hit by Margin calls
(0/) 2026-07-19 04:36:55
The great semiconductor disconnect
(0/) 2026-07-19 03:41:14
5亿Token实测Kimi K3：我看到了核弹，也看到高昂的成本
(0/) 2026-07-19 02:28:04
(0/) 2026-07-19 01:59:23
史上跌速最快、跌幅最大的科技股抛售潮接近尾声了吗？高盛对市场“残酷轮动”的反思
(0/) 2026-07-19 01:53:36
(0/) 2026-07-19 01:47:29
上游订单爆表、下游不计代价！“大空头”查诺斯：AI这笔账为什么算不过来
(0/) 2026-07-19 01:41:26
Michae Burry is doubling down on his contrarian playbook.
(0/) 2026-07-18 15:12:33
Barron: Moonshot AI's Latest Model Dings Tech Stocks.
(0/) 2026-07-18 15:08:29
For months, the Al trade = the MoMo trade) could do NO wrong
(0/) 2026-07-18 06:03:56
(0/) 2026-07-18 05:32:26
Semis were again the clear underperformer yesterday,down -4%
(0/) 2026-07-18 03:46:00
今早花了2个半小时写了一篇有关存储和半导体估值的深度分析：棘轮效应、连环计与预期破裂：全球半导体市场的潜在风暴
(0/) 2026-07-18 02:32:45
Barron:Alphabet Stock Is Being Hit by 2 Big AI Fears
(0/) 2026-07-18 01:54:37
Barron: Here’s What Can End Micron’s Stock Pain
(0/) 2026-07-18 01:52:06
Barron: SOX Index Mounts Massive Intraday Comeback
(0/) 2026-07-18 01:48:06
Kimi逼得两大巨头改变定价？奥特曼罕见认错，Claude额度重置
(0/) 2026-07-18 01:43:40
(0/) 2026-07-18 01:37:45
(0/) 2026-07-18 01:35:25
全球第三强，“Fable级体感”！2.8万亿参数Kimi K3刷新开源记录
(0/) 2026-07-18 01:33:57
单周重挫10%、三周连跌、回撤20%！“AI龙头”正经历史上最大动量抛售之一
(0/) 2026-07-18 01:30:32
(0/) 2026-07-17 13:45:41
Fundstrat Macro Update & Top Ideas - July 2026
(0/) 2026-07-17 13:29:52
SMH back above key support 560, 两个小时交易量超过平时一天交易量
(0/) 2026-07-17 09:14:05
(0/) 2026-07-17 05:00:18
Massive market sell-off in Asian Markets this morning
(0/) 2026-07-17 03:57:32
Fed funds futures have shifted to pricing in one rate hike
(0/) 2026-07-17 03:33:21
(0/) 2026-07-17 03:02:32
Top Hedge Funds of 2026 and Their Top Positions
(0/) 2026-07-17 01:25:11