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← @jimmyhuli

$SPCX

BULLISH2026-07-11
Price around the call
↑ 2026-07-11
By horizonMaturing · ~11 trading days to go
1d
✗ -2.6%
5d
✗ -12.9%
21d
…
Original post
Jimmy狐狸 · 2026-07-11

大房子真 tm 痛苦,搬新家太麻烦太累了。明天希望能回到正轨。 这段时间连简单的市场回顾都没法做好,这周末看看能不能赶出来一篇文章吧! 今天的市场没什么好聊的,平淡无奇,唯一的亮点就是刚刚 ADR 的海力士 solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 ,上市第一天涨 12%,收于 $168,市场热情很不错:当天交易量是 SpaceX $SPCX 的三倍。 质地强于 MU 估值低于 MU,现在就是存储一哥,值得中长期投资的标的。 并且 CEO 强调存储紧缺会持续到 2030 年,每年扩产速度也就 20%+,但需求每年 double,也许毛利会到 85% 甚至 90% 也说不定。 月底是 SK Hynix 财报。拭目以待。月底也会有大科技财报确认 CAPEX 指引,AI Trade 到时可能也会真正回暖。 现在到月底这两周里,没有明显的催化剂,只有影响市场情绪的各种波动,如下周的 CPI、川普对伊朗耐心耗尽、又比如 CPO 延期、X & META 要抢 Anthropic 与 OpenAI 的市场份额 等各种事件。 只能熬吧,做做波动,有很便宜的机会买点建建仓,没有的话也就没什么好玩的了。

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