Joined May 2026
- Tweets 666
- Following 74
- Followers 144
- Likes 11
154 Photos and videos
Pinned Tweet
May 28
A股美股化，量化的因子调整，中美趋同，资金往大票集中。小心微盘股策略崩盘，要是这条流量大，我就专门出篇文章讲讲量化策略的调整。
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Jun 13
Elon Musk could have bought superyachts, NBA teams, private islands, and every billionaire toy imaginable.
Instead, he built EVs, robots, reusable rockets, Starlink, and a vision for Mars.He even nearly went bankrupt because of it.
That’s the difference between spending money on luxury — and spending it to change humanity’s future.
This is why I support Elon Musk becoming a trillionaire — not Bill Gates.
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Jun 12
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Jun 12
Put on your damn leather jacket.
For a brief moment, this is the closest you’ll be to joining the billionaire—or even trillionaire—club this year. 😎🚀
@elonmusk #trillionaire $SPCX
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Jun 12
树大招风，以后是不敢这么发的，准备开个订阅群。每个月500￥，不会是那种群发研报，最后蹭到一两个对的就到处吹，高价值不流通的一手信息，只放100个名额。贵有贵的道理和原因
Jun 12
两个光 zj xys 二季报依然差强人意，但是跌下来还是有很多人想买。弹性票可以看看福光，开的不高可以试一试，传闻的合作挺性感。Fab 厂这块可能是这轮最后涨的，涨完后续看一个比较长的调整了！总之这轮反弹要多跑点，风险点可以去回顾下我之前的推文。🤫
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Jun 12
两个光 zj xys 二季报依然差强人意，但是跌下来还是有很多人想买。弹性票可以看看福光，开的不高可以试一试，传闻的合作挺性感。Fab 厂这块可能是这轮最后涨的，涨完后续看一个比较长的调整了！总之这轮反弹要多跑点，风险点可以去回顾下我之前的推文。🤫
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Jun 11
Trump has announced that a peace deal is imminent for what feels like the 38th time.
If it gets reversed again tomorrow, just consider this post invalid.
I’ve officially run out of emotional energy trying to keep up with these headlines. 😓😓😓
Jun 11
Trump said he had “called off the planned strike and bombing of Iran tonight” because discussions with Iran had been submitted to and approved by Iran’s Supreme Leader.
Meanwhile, three sources told Axios that Wednesday’s talks between Iranian officials and Qatari mediators had resolved key differences.
After the news, stocks rose, gold and silver climbed, and bond yields fell. The market is starting to price in a peace deal and lower inflation. If a peace agreement is officially reached, it would be a real tailwind for risk assets.
That said, we still need to wait for Iran’s response. We’ve seen this movie before: Trump says a deal is close, then Iran denies it.
Going forward, I’ll continue to focus on semiconductors, precious metals, and metals. I now have a bit more confidence in SMH reaching 700 and the S&P 500 hitting 8,000 by year-end.
I’ll keep sharing my views with you all.
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Jun 11
Trump said he had “called off the planned strike and bombing of Iran tonight” because discussions with Iran had been submitted to and approved by Iran’s Supreme Leader.
Meanwhile, three sources told Axios that Wednesday’s talks between Iranian officials and Qatari mediators had resolved key differences.
After the news, stocks rose, gold and silver climbed, and bond yields fell. The market is starting to price in a peace deal and lower inflation. If a peace agreement is officially reached, it would be a real tailwind for risk assets.
That said, we still need to wait for Iran’s response. We’ve seen this movie before: Trump says a deal is close, then Iran denies it.
Going forward, I’ll continue to focus on semiconductors, precious metals, and metals. I now have a bit more confidence in SMH reaching 700 and the S&P 500 hitting 8,000 by year-end.
I’ll keep sharing my views with you all.
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Jun 11
昨晚有个券商吹票，找了个专家，问专家缺不缺，专家说不缺，直接把专家踢了😂
最近美股虽然回调厉害但是 Ai 上游材料设备还是比较稳，a 股炒对标也不错，可以关注博云新材
还有可以一字 中化国际
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