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← @jimmyhuli

$WYFI

BULLISH2026-06-22
Price around the call
↑ 2026-06-22
By horizon✗ miss-40.1%
1d
✗ -13.5%
5d
✗ -15.0%
21d
✗ -40.1%
Original post
Jimmy狐狸 · 2026-06-22

今天又是被 SpaceX $SPCX 拖累的一天。154 的价格,也是 IPO 后最低的收盘价了。(第一天收盘价是 160.95) 很多人说 SPCX 会破发,根据以往的经验的确如此。附图里的两张图里,明星 IPO 基本上都会破发,但随后就可能会爆发到更高的高度。 真正的买点,在破发后、情绪非常悲观的时候。 另外 Elon Musk 的公司一向估值极高,更何况 $SPCX 比 $TSLA 更加的 cult,所以我不会用传统的 P/E 去判断买点卖点。只能看催化剂和市场情绪了。 那些单看 P/E 就说 SPCX 会腰斩、脚踝斩的分析师,我建议取关。 - 但 SPCX 拖累了整个太空板块。SPCX 涨 = 吸血太空,SPCX 跌 = 拖累太空,我干。累觉不爱。 - 一些网红股 $RDW $ASTS $VELO 跟随 SPCX 大跌。 - $WYFI 继续大涨。这是我很看好的一家新生代 neocloud。我文章里详细介绍过,我也有仓位,现在几乎翻倍了。看来巴黎数据中心仍在催化,我也期待下一个 deal。 - $MU 这几天涨的很好,可以看到机构在抢跑财报(周三盘后)。财报会 beat 是肯定的,就看 beat 多少了。 本次 MU 财报至关重要!会影响到整个的 AI TRADE

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