报告

每日笔记

2026年9月15日

盘前

盘前简报 — 2026-09-15

# 盘前简报 — 2026-09-15 ## 市场状态 **QQQ** $714.88 — 距SMA50 ($710.41) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $894,775 | +794.8% | -29.5% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1322.63 | +116.5% | 4-Pool | | 0981.HK | $8.21 | $8.12 | -1.1% | 4-Pool | | 1347.HK | $12.06 | $14.36 | +19.0% | 4-Pool | | 2513.HK | $102.10 | $101.93 | -0.2% | 4-Pool | | APLD | $32.19 | $26.42 | -17.9% | 4-Pool | | APP | $433.51 | $323.96 | -25.3% | 4-Pool | | AVGO | $402.17 | $361.99 | -10.0% | 4-Pool | | CIEN | $67.36 | $349.54 | +418.9% | 4-Pool | | CIFR | $15.42 | $16.85 | +9.3% | 4-Pool | | GFS | $47.80 | $46.95 | -1.8% | 4-Pool | | LITE | $62.86 | $927.03 | +1374.8% | 4-Pool | | LRCX | $246.49 | $298.22 | +21.0% | 4-Pool | | MDB | $264.69 | $362.21 | +36.8% | 4-Pool | | MP | $57.36 | $50.51 | -11.9% | 4-Pool | | MU | $465.66 | $975.26 | +109.4% | 4-Pool | | NOK | $11.30 | $11.13 | -1.5% | 4-Pool | | PWR | $317.65 | $650.58 | +104.8% | 4-Pool | | TER | $107.65 | $379.72 | +252.7% | 4-Pool | | TSM | $365.90 | $433.24 | +18.4% | 4-Pool | | WULF | $18.05 | $16.74 | -7.3% | 4-Pool | | 000660.KS | $611.02 | $1322.63 | +116.5% | V5.3 | | 005930.KS | $138.98 | $189.42 | +36.3% | V5.3 | | ASML | $1421.05 | $1698.30 | +19.5% | V5.3 | | CIEN | $67.36 | $349.54 | +418.9% | V5.3 | | CIFR | $15.42 | $16.85 | +9.3% | V5.3 | | CRDO | $119.59 | $162.95 | +36.3% | V5.3 | | CRM | $258.11 | $247.72 | -4.0% | V5.3 | | FCX | $49.15 | $71.07 | +44.6% | V5.3 | | GFS | $47.80 | $46.95 | -1.8% | V5.3 | | HPE | $50.87 | $62.09 | +22.1% | V5.3 | | LRCX | $246.49 | $298.22 | +21.0% | V5.3 | | MDB | $264.69 | $362.21 | +36.8% | V5.3 | | PSX | $198.29 | $259.47 | +30.9% | V5.3 | | PWR | $317.65 | $650.58 | +104.8% | V5.3 | | QCOM | $156.00 | $181.97 | +16.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月14日

盘后

盘后简报 — 2026-09-14

# 盘后简报 — 2026-09-14 ## 市场状态 **QQQ** $708.69 — 距SMA50 ($710.61) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $889,175 | +789.2% | -29.9% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1352.55 | +121.4% | 4-Pool | | 0981.HK | $8.21 | $8.16 | -0.6% | 4-Pool | | 1347.HK | $12.06 | $14.52 | +20.4% | 4-Pool | | 2513.HK | $102.10 | $105.27 | +3.1% | 4-Pool | | APLD | $32.19 | $25.78 | -19.9% | 4-Pool | | APP | $433.51 | $314.49 | -27.5% | 4-Pool | | AVGO | $402.17 | $360.83 | -10.3% | 4-Pool | | CIEN | $67.36 | $334.56 | +396.7% | 4-Pool | | CIFR | $15.42 | $15.94 | +3.4% | 4-Pool | | GFS | $47.80 | $45.96 | -3.8% | 4-Pool | | LITE | $62.86 | $935.70 | +1388.5% | 4-Pool | | LRCX | $246.49 | $298.01 | +20.9% | 4-Pool | | MDB | $264.69 | $373.87 | +41.2% | 4-Pool | | MP | $57.36 | $51.32 | -10.5% | 4-Pool | | MU | $465.66 | $977.41 | +109.9% | 4-Pool | | NOK | $11.30 | $10.62 | -6.0% | 4-Pool | | PWR | $317.65 | $618.73 | +94.8% | 4-Pool | | TER | $107.65 | $370.19 | +243.9% | 4-Pool | | TSM | $365.90 | $428.03 | +17.0% | 4-Pool | | WULF | $18.05 | $16.14 | -10.6% | 4-Pool | | 000660.KS | $611.02 | $1352.55 | +121.4% | V5.3 | | 005930.KS | $138.98 | $196.35 | +41.3% | V5.3 | | ASML | $1421.05 | $1687.43 | +18.7% | V5.3 | | CIEN | $67.36 | $334.56 | +396.7% | V5.3 | | CIFR | $15.42 | $15.94 | +3.4% | V5.3 | | CRDO | $119.59 | $160.31 | +34.0% | V5.3 | | CRM | $258.11 | $243.00 | -5.9% | V5.3 | | FCX | $49.15 | $71.21 | +44.9% | V5.3 | | GFS | $47.80 | $45.96 | -3.8% | V5.3 | | HPE | $50.87 | $55.22 | +8.6% | V5.3 | | LRCX | $246.49 | $298.01 | +20.9% | V5.3 | | MDB | $264.69 | $373.87 | +41.2% | V5.3 | | PSX | $198.29 | $258.51 | +30.4% | V5.3 | | PWR | $317.65 | $618.73 | +94.8% | V5.3 | | QCOM | $156.00 | $176.88 | +13.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月14日

盘前

盘前简报 — 2026-09-14

# 盘前简报 — 2026-09-14 ## 市场状态 **QQQ** $708.69 — 距SMA50 ($710.61) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $889,175 | +789.2% | -29.9% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1352.55 | +121.4% | 4-Pool | | 0981.HK | $8.21 | $8.16 | -0.6% | 4-Pool | | 1347.HK | $12.06 | $14.52 | +20.4% | 4-Pool | | 2513.HK | $102.10 | $105.27 | +3.1% | 4-Pool | | APLD | $32.19 | $25.78 | -19.9% | 4-Pool | | APP | $433.51 | $314.49 | -27.5% | 4-Pool | | AVGO | $402.17 | $360.83 | -10.3% | 4-Pool | | CIEN | $67.36 | $334.56 | +396.7% | 4-Pool | | CIFR | $15.42 | $15.94 | +3.4% | 4-Pool | | GFS | $47.80 | $45.96 | -3.8% | 4-Pool | | LITE | $62.86 | $935.70 | +1388.5% | 4-Pool | | LRCX | $246.49 | $298.01 | +20.9% | 4-Pool | | MDB | $264.69 | $373.87 | +41.2% | 4-Pool | | MP | $57.36 | $51.32 | -10.5% | 4-Pool | | MU | $465.66 | $977.41 | +109.9% | 4-Pool | | NOK | $11.30 | $10.62 | -6.0% | 4-Pool | | PWR | $317.65 | $618.73 | +94.8% | 4-Pool | | TER | $107.65 | $370.19 | +243.9% | 4-Pool | | TSM | $365.90 | $428.03 | +17.0% | 4-Pool | | WULF | $18.05 | $16.14 | -10.6% | 4-Pool | | 000660.KS | $611.02 | $1352.55 | +121.4% | V5.3 | | 005930.KS | $138.98 | $196.35 | +41.3% | V5.3 | | ASML | $1421.05 | $1687.43 | +18.7% | V5.3 | | CIEN | $67.36 | $334.56 | +396.7% | V5.3 | | CIFR | $15.42 | $15.94 | +3.4% | V5.3 | | CRDO | $119.59 | $160.31 | +34.0% | V5.3 | | CRM | $258.11 | $243.00 | -5.9% | V5.3 | | FCX | $49.15 | $71.21 | +44.9% | V5.3 | | GFS | $47.80 | $45.96 | -3.8% | V5.3 | | HPE | $50.87 | $55.22 | +8.6% | V5.3 | | LRCX | $246.49 | $298.01 | +20.9% | V5.3 | | MDB | $264.69 | $373.87 | +41.2% | V5.3 | | PSX | $198.29 | $258.51 | +30.4% | V5.3 | | PWR | $317.65 | $618.73 | +94.8% | V5.3 | | QCOM | $156.00 | $176.88 | +13.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月11日

盘后

盘后简报 — 2026-09-11

# 盘后简报 — 2026-09-11 ## 市场状态 **QQQ** $716.31 — 距SMA50 ($711.17) +0.7% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $905,231 | +805.2% | -28.7% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1354.74 | +121.7% | 4-Pool | | 0981.HK | $8.21 | $8.35 | +1.8% | 4-Pool | | 1347.HK | $12.06 | $14.34 | +18.9% | 4-Pool | | 2513.HK | $102.10 | $117.42 | +15.0% | 4-Pool | | APLD | $32.19 | $27.14 | -15.7% | 4-Pool | | APP | $433.51 | $305.06 | -29.6% | 4-Pool | | AVGO | $402.17 | $364.38 | -9.4% | 4-Pool | | CIEN | $67.36 | $338.00 | +401.8% | 4-Pool | | CIFR | $15.42 | $16.90 | +9.6% | 4-Pool | | GFS | $47.80 | $45.95 | -3.9% | 4-Pool | | LITE | $62.86 | $988.98 | +1473.3% | 4-Pool | | LRCX | $246.49 | $315.84 | +28.1% | 4-Pool | | MDB | $264.69 | $358.38 | +35.4% | 4-Pool | | MP | $57.36 | $54.30 | -5.3% | 4-Pool | | MU | $465.66 | $1027.77 | +120.7% | 4-Pool | | NOK | $11.30 | $10.76 | -4.8% | 4-Pool | | PWR | $317.65 | $626.98 | +97.4% | 4-Pool | | TER | $107.65 | $383.69 | +256.4% | 4-Pool | | TSM | $365.90 | $435.36 | +19.0% | 4-Pool | | WULF | $18.05 | $17.13 | -5.1% | 4-Pool | | 000660.KS | $611.02 | $1354.74 | +121.7% | V5.3 | | 005930.KS | $138.98 | $196.72 | +41.5% | V5.3 | | ASML | $1421.05 | $1729.52 | +21.7% | V5.3 | | CIEN | $67.36 | $338.00 | +401.8% | V5.3 | | CIFR | $15.42 | $16.90 | +9.6% | V5.3 | | CRDO | $119.59 | $167.92 | +40.4% | V5.3 | | CRM | $258.11 | $244.16 | -5.4% | V5.3 | | FCX | $49.15 | $76.23 | +55.1% | V5.3 | | GFS | $47.80 | $45.95 | -3.9% | V5.3 | | HPE | $50.87 | $58.90 | +15.8% | V5.3 | | LRCX | $246.49 | $315.84 | +28.1% | V5.3 | | MDB | $264.69 | $358.38 | +35.4% | V5.3 | | PSX | $198.29 | $260.78 | +31.5% | V5.3 | | PWR | $317.65 | $626.98 | +97.4% | V5.3 | | QCOM | $156.00 | $176.40 | +13.1% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月11日

盘前

盘前简报 — 2026-09-11

# 盘前简报 — 2026-09-11 ## 市场状态 **QQQ** $716.31 — 距SMA50 ($711.17) +0.7% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $905,231 | +805.2% | -28.7% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1354.74 | +121.7% | 4-Pool | | 0981.HK | $8.21 | $8.35 | +1.8% | 4-Pool | | 1347.HK | $12.06 | $14.34 | +18.9% | 4-Pool | | 2513.HK | $102.10 | $117.42 | +15.0% | 4-Pool | | APLD | $32.19 | $27.14 | -15.7% | 4-Pool | | APP | $433.51 | $305.06 | -29.6% | 4-Pool | | AVGO | $402.17 | $364.38 | -9.4% | 4-Pool | | CIEN | $67.36 | $338.00 | +401.8% | 4-Pool | | CIFR | $15.42 | $16.90 | +9.6% | 4-Pool | | GFS | $47.80 | $45.95 | -3.9% | 4-Pool | | LITE | $62.86 | $988.98 | +1473.3% | 4-Pool | | LRCX | $246.49 | $315.84 | +28.1% | 4-Pool | | MDB | $264.69 | $358.38 | +35.4% | 4-Pool | | MP | $57.36 | $54.30 | -5.3% | 4-Pool | | MU | $465.66 | $1027.77 | +120.7% | 4-Pool | | NOK | $11.30 | $10.76 | -4.8% | 4-Pool | | PWR | $317.65 | $626.98 | +97.4% | 4-Pool | | TER | $107.65 | $383.69 | +256.4% | 4-Pool | | TSM | $365.90 | $435.36 | +19.0% | 4-Pool | | WULF | $18.05 | $17.13 | -5.1% | 4-Pool | | 000660.KS | $611.02 | $1354.74 | +121.7% | V5.3 | | 005930.KS | $138.98 | $196.72 | +41.5% | V5.3 | | ASML | $1421.05 | $1729.52 | +21.7% | V5.3 | | CIEN | $67.36 | $338.00 | +401.8% | V5.3 | | CIFR | $15.42 | $16.90 | +9.6% | V5.3 | | CRDO | $119.59 | $167.92 | +40.4% | V5.3 | | CRM | $258.11 | $244.16 | -5.4% | V5.3 | | FCX | $49.15 | $76.23 | +55.1% | V5.3 | | GFS | $47.80 | $45.95 | -3.9% | V5.3 | | HPE | $50.87 | $58.90 | +15.8% | V5.3 | | LRCX | $246.49 | $315.84 | +28.1% | V5.3 | | MDB | $264.69 | $358.38 | +35.4% | V5.3 | | PSX | $198.29 | $260.78 | +31.5% | V5.3 | | PWR | $317.65 | $626.98 | +97.4% | V5.3 | | QCOM | $156.00 | $176.40 | +13.1% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月10日

盘后

盘后简报 — 2026-09-10

# 盘后简报 — 2026-09-10 ## 市场状态 **QQQ** $718.36 — 距SMA50 ($711.32) +1.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $907,128 | +807.1% | -28.5% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1308.76 | +114.2% | 4-Pool | | 0981.HK | $8.21 | $8.40 | +2.4% | 4-Pool | | 1347.HK | $12.06 | $14.27 | +18.3% | 4-Pool | | 2513.HK | $102.10 | $117.74 | +15.3% | 4-Pool | | APLD | $32.19 | $28.31 | -12.1% | 4-Pool | | APP | $433.51 | $312.01 | -28.0% | 4-Pool | | AVGO | $402.17 | $368.56 | -8.4% | 4-Pool | | CIEN | $67.36 | $341.29 | +406.7% | 4-Pool | | CIFR | $15.42 | $18.51 | +20.0% | 4-Pool | | GFS | $47.80 | $45.09 | -5.7% | 4-Pool | | LITE | $62.86 | $978.53 | +1456.7% | 4-Pool | | LRCX | $246.49 | $320.42 | +30.0% | 4-Pool | | MDB | $264.69 | $356.00 | +34.5% | 4-Pool | | MP | $57.36 | $55.37 | -3.5% | 4-Pool | | MU | $465.66 | $1000.26 | +114.8% | 4-Pool | | NOK | $11.30 | $10.65 | -5.8% | 4-Pool | | PWR | $317.65 | $639.05 | +101.2% | 4-Pool | | TER | $107.65 | $372.06 | +245.6% | 4-Pool | | TSM | $365.90 | $439.00 | +20.0% | 4-Pool | | WULF | $18.05 | $17.86 | -1.1% | 4-Pool | | 000660.KS | $611.02 | $1308.76 | +114.2% | V5.3 | | 005930.KS | $138.98 | $196.72 | +41.5% | V5.3 | | ASML | $1421.05 | $1764.85 | +24.2% | V5.3 | | CIEN | $67.36 | $341.29 | +406.7% | V5.3 | | CIFR | $15.42 | $18.51 | +20.0% | V5.3 | | CRDO | $119.59 | $167.75 | +40.3% | V5.3 | | CRM | $258.11 | $249.12 | -3.5% | V5.3 | | FCX | $49.15 | $76.62 | +55.9% | V5.3 | | GFS | $47.80 | $45.09 | -5.7% | V5.3 | | HPE | $50.87 | $56.03 | +10.1% | V5.3 | | LRCX | $246.49 | $320.42 | +30.0% | V5.3 | | MDB | $264.69 | $356.00 | +34.5% | V5.3 | | PSX | $198.29 | $259.14 | +30.7% | V5.3 | | PWR | $317.65 | $639.05 | +101.2% | V5.3 | | QCOM | $156.00 | $174.09 | +11.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月10日

盘前

盘前简报 — 2026-09-10

# 盘前简报 — 2026-09-10 ## 市场状态 **QQQ** $718.36 — 距SMA50 ($711.32) +1.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $907,128 | +807.1% | -28.5% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1308.76 | +114.2% | 4-Pool | | 0981.HK | $8.21 | $8.40 | +2.4% | 4-Pool | | 1347.HK | $12.06 | $14.27 | +18.3% | 4-Pool | | 2513.HK | $102.10 | $117.74 | +15.3% | 4-Pool | | APLD | $32.19 | $28.31 | -12.1% | 4-Pool | | APP | $433.51 | $312.01 | -28.0% | 4-Pool | | AVGO | $402.17 | $368.56 | -8.4% | 4-Pool | | CIEN | $67.36 | $341.29 | +406.7% | 4-Pool | | CIFR | $15.42 | $18.51 | +20.0% | 4-Pool | | GFS | $47.80 | $45.09 | -5.7% | 4-Pool | | LITE | $62.86 | $978.53 | +1456.7% | 4-Pool | | LRCX | $246.49 | $320.42 | +30.0% | 4-Pool | | MDB | $264.69 | $356.00 | +34.5% | 4-Pool | | MP | $57.36 | $55.37 | -3.5% | 4-Pool | | MU | $465.66 | $1000.26 | +114.8% | 4-Pool | | NOK | $11.30 | $10.65 | -5.8% | 4-Pool | | PWR | $317.65 | $639.05 | +101.2% | 4-Pool | | TER | $107.65 | $372.06 | +245.6% | 4-Pool | | TSM | $365.90 | $439.00 | +20.0% | 4-Pool | | WULF | $18.05 | $17.86 | -1.1% | 4-Pool | | 000660.KS | $611.02 | $1308.76 | +114.2% | V5.3 | | 005930.KS | $138.98 | $196.72 | +41.5% | V5.3 | | ASML | $1421.05 | $1764.85 | +24.2% | V5.3 | | CIEN | $67.36 | $341.29 | +406.7% | V5.3 | | CIFR | $15.42 | $18.51 | +20.0% | V5.3 | | CRDO | $119.59 | $167.75 | +40.3% | V5.3 | | CRM | $258.11 | $249.12 | -3.5% | V5.3 | | FCX | $49.15 | $76.62 | +55.9% | V5.3 | | GFS | $47.80 | $45.09 | -5.7% | V5.3 | | HPE | $50.87 | $56.03 | +10.1% | V5.3 | | LRCX | $246.49 | $320.42 | +30.0% | V5.3 | | MDB | $264.69 | $356.00 | +34.5% | V5.3 | | PSX | $198.29 | $259.14 | +30.7% | V5.3 | | PWR | $317.65 | $639.05 | +101.2% | V5.3 | | QCOM | $156.00 | $174.09 | +11.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月9日

盘后

盘后简报 — 2026-09-09

# 盘后简报 — 2026-09-09 ## 市场状态 **QQQ** $718.96 — 距SMA50 ($711.09) +1.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $888,194 | +788.2% | -30.0% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1301.46 | +113.0% | 4-Pool | | 0981.HK | $8.21 | $8.78 | +7.0% | 4-Pool | | 1347.HK | $12.06 | $14.79 | +22.6% | 4-Pool | | 2513.HK | $102.10 | $130.85 | +28.2% | 4-Pool | | APLD | $32.19 | $26.37 | -18.1% | 4-Pool | | APP | $433.51 | $320.56 | -26.1% | 4-Pool | | AVGO | $402.17 | $357.89 | -11.0% | 4-Pool | | CIEN | $67.36 | $321.00 | +376.5% | 4-Pool | | CIFR | $15.42 | $17.74 | +15.0% | 4-Pool | | GFS | $47.80 | $45.21 | -5.4% | 4-Pool | | LITE | $62.86 | $881.25 | +1301.9% | 4-Pool | | LRCX | $246.49 | $307.65 | +24.8% | 4-Pool | | MDB | $264.69 | $368.74 | +39.3% | 4-Pool | | MP | $57.36 | $54.53 | -4.9% | 4-Pool | | MU | $465.66 | $1016.59 | +118.3% | 4-Pool | | NOK | $11.30 | $10.03 | -11.2% | 4-Pool | | PWR | $317.65 | $624.41 | +96.6% | 4-Pool | | TER | $107.65 | $357.03 | +231.7% | 4-Pool | | TSM | $365.90 | $428.91 | +17.2% | 4-Pool | | WULF | $18.05 | $16.51 | -8.5% | 4-Pool | | 000660.KS | $611.02 | $1301.46 | +113.0% | V5.3 | | 005930.KS | $138.98 | $197.08 | +41.8% | V5.3 | | ASML | $1421.05 | $1714.88 | +20.7% | V5.3 | | CIEN | $67.36 | $321.00 | +376.5% | V5.3 | | CIFR | $15.42 | $17.74 | +15.0% | V5.3 | | CRDO | $119.59 | $170.57 | +42.6% | V5.3 | | CRM | $258.11 | $259.23 | +0.4% | V5.3 | | FCX | $49.15 | $72.73 | +48.0% | V5.3 | | GFS | $47.80 | $45.21 | -5.4% | V5.3 | | HPE | $50.87 | $52.00 | +2.2% | V5.3 | | LRCX | $246.49 | $307.65 | +24.8% | V5.3 | | MDB | $264.69 | $368.74 | +39.3% | V5.3 | | PSX | $198.29 | $255.09 | +28.6% | V5.3 | | PWR | $317.65 | $624.41 | +96.6% | V5.3 | | QCOM | $156.00 | $168.74 | +8.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月9日

盘前

盘前简报 — 2026-09-09

# 盘前简报 — 2026-09-09 ## 市场状态 **QQQ** $718.96 — 距SMA50 ($711.09) +1.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $888,194 | +788.2% | -30.0% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1301.46 | +113.0% | 4-Pool | | 0981.HK | $8.21 | $8.78 | +7.0% | 4-Pool | | 1347.HK | $12.06 | $14.79 | +22.6% | 4-Pool | | 2513.HK | $102.10 | $130.85 | +28.2% | 4-Pool | | APLD | $32.19 | $26.37 | -18.1% | 4-Pool | | APP | $433.51 | $320.56 | -26.1% | 4-Pool | | AVGO | $402.17 | $357.89 | -11.0% | 4-Pool | | CIEN | $67.36 | $321.00 | +376.5% | 4-Pool | | CIFR | $15.42 | $17.74 | +15.0% | 4-Pool | | GFS | $47.80 | $45.21 | -5.4% | 4-Pool | | LITE | $62.86 | $881.25 | +1301.9% | 4-Pool | | LRCX | $246.49 | $307.65 | +24.8% | 4-Pool | | MDB | $264.69 | $368.74 | +39.3% | 4-Pool | | MP | $57.36 | $54.53 | -4.9% | 4-Pool | | MU | $465.66 | $1016.59 | +118.3% | 4-Pool | | NOK | $11.30 | $10.03 | -11.2% | 4-Pool | | PWR | $317.65 | $624.41 | +96.6% | 4-Pool | | TER | $107.65 | $357.03 | +231.7% | 4-Pool | | TSM | $365.90 | $428.91 | +17.2% | 4-Pool | | WULF | $18.05 | $16.51 | -8.5% | 4-Pool | | 000660.KS | $611.02 | $1301.46 | +113.0% | V5.3 | | 005930.KS | $138.98 | $197.08 | +41.8% | V5.3 | | ASML | $1421.05 | $1714.88 | +20.7% | V5.3 | | CIEN | $67.36 | $321.00 | +376.5% | V5.3 | | CIFR | $15.42 | $17.74 | +15.0% | V5.3 | | CRDO | $119.59 | $170.57 | +42.6% | V5.3 | | CRM | $258.11 | $259.23 | +0.4% | V5.3 | | FCX | $49.15 | $72.73 | +48.0% | V5.3 | | GFS | $47.80 | $45.21 | -5.4% | V5.3 | | HPE | $50.87 | $52.00 | +2.2% | V5.3 | | LRCX | $246.49 | $307.65 | +24.8% | V5.3 | | MDB | $264.69 | $368.74 | +39.3% | V5.3 | | PSX | $198.29 | $255.09 | +28.6% | V5.3 | | PWR | $317.65 | $624.41 | +96.6% | V5.3 | | QCOM | $156.00 | $168.74 | +8.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月8日

盘后

盘后简报 — 2026-09-08

# 盘后简报 — 2026-09-08 ## 市场状态 **QQQ** $718.96 — 距SMA50 ($711.09) +1.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $881,996 | +782.0% | -30.5% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1202.19 | +96.8% | 4-Pool | | 0981.HK | $8.21 | $8.64 | +5.2% | 4-Pool | | 1347.HK | $12.06 | $14.10 | +16.9% | 4-Pool | | 2513.HK | $102.10 | $138.17 | +35.3% | 4-Pool | | APLD | $32.19 | $26.37 | -18.1% | 4-Pool | | APP | $433.51 | $320.56 | -26.1% | 4-Pool | | AVGO | $402.17 | $357.89 | -11.0% | 4-Pool | | CIEN | $67.36 | $321.00 | +376.5% | 4-Pool | | CIFR | $15.42 | $17.74 | +15.0% | 4-Pool | | GFS | $47.80 | $45.21 | -5.4% | 4-Pool | | LITE | $62.86 | $881.25 | +1301.9% | 4-Pool | | LRCX | $246.49 | $307.65 | +24.8% | 4-Pool | | MDB | $264.69 | $368.74 | +39.3% | 4-Pool | | MP | $57.36 | $54.53 | -4.9% | 4-Pool | | MU | $465.66 | $1016.59 | +118.3% | 4-Pool | | NOK | $11.30 | $10.03 | -11.2% | 4-Pool | | PWR | $317.65 | $624.41 | +96.6% | 4-Pool | | TER | $107.65 | $357.03 | +231.7% | 4-Pool | | TSM | $365.90 | $428.91 | +17.2% | 4-Pool | | WULF | $18.05 | $16.51 | -8.5% | 4-Pool | | 000660.KS | $611.02 | $1202.19 | +96.8% | V5.3 | | 005930.KS | $138.98 | $186.50 | +34.2% | V5.3 | | ASML | $1421.05 | $1714.88 | +20.7% | V5.3 | | CIEN | $67.36 | $321.00 | +376.5% | V5.3 | | CIFR | $15.42 | $17.74 | +15.0% | V5.3 | | CRDO | $119.59 | $170.57 | +42.6% | V5.3 | | CRM | $258.11 | $259.23 | +0.4% | V5.3 | | FCX | $49.15 | $72.73 | +48.0% | V5.3 | | GFS | $47.80 | $45.21 | -5.4% | V5.3 | | HPE | $50.87 | $52.00 | +2.2% | V5.3 | | LRCX | $246.49 | $307.65 | +24.8% | V5.3 | | MDB | $264.69 | $368.74 | +39.3% | V5.3 | | PSX | $198.29 | $255.09 | +28.6% | V5.3 | | PWR | $317.65 | $624.41 | +96.6% | V5.3 | | QCOM | $156.00 | $168.74 | +8.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月8日

盘前

盘前简报 — 2026-09-08

# 盘前简报 — 2026-09-08 ## 市场状态 **QQQ** $718.96 — 距SMA50 ($711.09) +1.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $881,996 | +782.0% | -30.5% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1202.19 | +96.8% | 4-Pool | | 0981.HK | $8.21 | $8.64 | +5.2% | 4-Pool | | 1347.HK | $12.06 | $14.10 | +16.9% | 4-Pool | | 2513.HK | $102.10 | $138.17 | +35.3% | 4-Pool | | APLD | $32.19 | $26.37 | -18.1% | 4-Pool | | APP | $433.51 | $320.56 | -26.1% | 4-Pool | | AVGO | $402.17 | $357.89 | -11.0% | 4-Pool | | CIEN | $67.36 | $321.00 | +376.5% | 4-Pool | | CIFR | $15.42 | $17.74 | +15.0% | 4-Pool | | GFS | $47.80 | $45.21 | -5.4% | 4-Pool | | LITE | $62.86 | $881.25 | +1301.9% | 4-Pool | | LRCX | $246.49 | $307.65 | +24.8% | 4-Pool | | MDB | $264.69 | $368.74 | +39.3% | 4-Pool | | MP | $57.36 | $54.53 | -4.9% | 4-Pool | | MU | $465.66 | $1016.59 | +118.3% | 4-Pool | | NOK | $11.30 | $10.03 | -11.2% | 4-Pool | | PWR | $317.65 | $624.41 | +96.6% | 4-Pool | | TER | $107.65 | $357.03 | +231.7% | 4-Pool | | TSM | $365.90 | $428.91 | +17.2% | 4-Pool | | WULF | $18.05 | $16.51 | -8.5% | 4-Pool | | 000660.KS | $611.02 | $1202.19 | +96.8% | V5.3 | | 005930.KS | $138.98 | $186.50 | +34.2% | V5.3 | | ASML | $1421.05 | $1714.88 | +20.7% | V5.3 | | CIEN | $67.36 | $321.00 | +376.5% | V5.3 | | CIFR | $15.42 | $17.74 | +15.0% | V5.3 | | CRDO | $119.59 | $170.57 | +42.6% | V5.3 | | CRM | $258.11 | $259.23 | +0.4% | V5.3 | | FCX | $49.15 | $72.73 | +48.0% | V5.3 | | GFS | $47.80 | $45.21 | -5.4% | V5.3 | | HPE | $50.87 | $52.00 | +2.2% | V5.3 | | LRCX | $246.49 | $307.65 | +24.8% | V5.3 | | MDB | $264.69 | $368.74 | +39.3% | V5.3 | | PSX | $198.29 | $255.09 | +28.6% | V5.3 | | PWR | $317.65 | $624.41 | +96.6% | V5.3 | | QCOM | $156.00 | $168.74 | +8.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月7日

盘后

盘后简报 — 2026-09-07

# 盘后简报 — 2026-09-07 ## 市场状态 **QQQ** $717.67 — 距SMA50 ($711.03) +0.9% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $881,680 | +781.7% | -30.5% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1164.96 | +90.7% | 4-Pool | | 0981.HK | $8.21 | $8.75 | +6.6% | 4-Pool | | 1347.HK | $12.06 | $15.40 | +27.7% | 4-Pool | | 2513.HK | $102.10 | $142.42 | +39.5% | 4-Pool | | APLD | $32.19 | $25.91 | -19.5% | 4-Pool | | APP | $433.51 | $313.58 | -27.7% | 4-Pool | | AVGO | $402.17 | $357.16 | -11.2% | 4-Pool | | CIEN | $67.36 | $317.46 | +371.3% | 4-Pool | | CIFR | $15.42 | $17.37 | +12.6% | 4-Pool | | GFS | $47.80 | $44.53 | -6.8% | 4-Pool | | LITE | $62.86 | $847.37 | +1248.0% | 4-Pool | | LRCX | $246.49 | $292.66 | +18.7% | 4-Pool | | MDB | $264.69 | $384.45 | +45.2% | 4-Pool | | MP | $57.36 | $53.78 | -6.2% | 4-Pool | | MU | $465.66 | $958.16 | +105.8% | 4-Pool | | NOK | $11.30 | $9.77 | -13.5% | 4-Pool | | PWR | $317.65 | $620.06 | +95.2% | 4-Pool | | TER | $107.65 | $338.59 | +214.5% | 4-Pool | | TSM | $365.90 | $417.01 | +14.0% | 4-Pool | | WULF | $18.05 | $16.23 | -10.1% | 4-Pool | | 000660.KS | $611.02 | $1164.96 | +90.7% | V5.3 | | 005930.KS | $138.98 | $182.48 | +31.3% | V5.3 | | ASML | $1421.05 | $1646.19 | +15.8% | V5.3 | | CIEN | $67.36 | $317.46 | +371.3% | V5.3 | | CIFR | $15.42 | $17.37 | +12.6% | V5.3 | | CRDO | $119.59 | $164.17 | +37.3% | V5.3 | | CRM | $258.11 | $264.43 | +2.4% | V5.3 | | FCX | $49.15 | $72.56 | +47.6% | V5.3 | | GFS | $47.80 | $44.53 | -6.8% | V5.3 | | HPE | $50.87 | $54.44 | +7.0% | V5.3 | | LRCX | $246.49 | $292.66 | +18.7% | V5.3 | | MDB | $264.69 | $384.45 | +45.2% | V5.3 | | PSX | $198.29 | $254.66 | +28.4% | V5.3 | | PWR | $317.65 | $620.06 | +95.2% | V5.3 | | QCOM | $156.00 | $168.57 | +8.1% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月7日

盘前

盘前简报 — 2026-09-07

# 盘前简报 — 2026-09-07 ## 市场状态 **QQQ** $717.67 — 距SMA50 ($711.03) +0.9% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $881,680 | +781.7% | -30.5% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1164.96 | +90.7% | 4-Pool | | 0981.HK | $8.21 | $8.75 | +6.6% | 4-Pool | | 1347.HK | $12.06 | $15.40 | +27.7% | 4-Pool | | 2513.HK | $102.10 | $142.42 | +39.5% | 4-Pool | | APLD | $32.19 | $25.91 | -19.5% | 4-Pool | | APP | $433.51 | $313.58 | -27.7% | 4-Pool | | AVGO | $402.17 | $357.16 | -11.2% | 4-Pool | | CIEN | $67.36 | $317.46 | +371.3% | 4-Pool | | CIFR | $15.42 | $17.37 | +12.6% | 4-Pool | | GFS | $47.80 | $44.53 | -6.8% | 4-Pool | | LITE | $62.86 | $847.37 | +1248.0% | 4-Pool | | LRCX | $246.49 | $292.66 | +18.7% | 4-Pool | | MDB | $264.69 | $384.45 | +45.2% | 4-Pool | | MP | $57.36 | $53.78 | -6.2% | 4-Pool | | MU | $465.66 | $958.16 | +105.8% | 4-Pool | | NOK | $11.30 | $9.77 | -13.5% | 4-Pool | | PWR | $317.65 | $620.06 | +95.2% | 4-Pool | | TER | $107.65 | $338.59 | +214.5% | 4-Pool | | TSM | $365.90 | $417.01 | +14.0% | 4-Pool | | WULF | $18.05 | $16.23 | -10.1% | 4-Pool | | 000660.KS | $611.02 | $1164.96 | +90.7% | V5.3 | | 005930.KS | $138.98 | $182.48 | +31.3% | V5.3 | | ASML | $1421.05 | $1646.19 | +15.8% | V5.3 | | CIEN | $67.36 | $317.46 | +371.3% | V5.3 | | CIFR | $15.42 | $17.37 | +12.6% | V5.3 | | CRDO | $119.59 | $164.17 | +37.3% | V5.3 | | CRM | $258.11 | $264.43 | +2.4% | V5.3 | | FCX | $49.15 | $72.56 | +47.6% | V5.3 | | GFS | $47.80 | $44.53 | -6.8% | V5.3 | | HPE | $50.87 | $54.44 | +7.0% | V5.3 | | LRCX | $246.49 | $292.66 | +18.7% | V5.3 | | MDB | $264.69 | $384.45 | +45.2% | V5.3 | | PSX | $198.29 | $254.66 | +28.4% | V5.3 | | PWR | $317.65 | $620.06 | +95.2% | V5.3 | | QCOM | $156.00 | $168.57 | +8.1% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月4日

盘后

盘后简报 — 2026-09-04

# 盘后简报 — 2026-09-04 ## 市场状态 **QQQ** $709.24 — 距SMA50 ($710.89) -0.2% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $890,419 | +790.4% | -29.8% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1177.37 | +92.7% | 4-Pool | | 0981.HK | $8.21 | $8.77 | +6.9% | 4-Pool | | 1347.HK | $12.06 | $15.10 | +25.2% | 4-Pool | | 2513.HK | $102.10 | $143.57 | +40.6% | 4-Pool | | APLD | $32.19 | $24.91 | -22.6% | 4-Pool | | APP | $433.51 | $319.05 | -26.4% | 4-Pool | | AVGO | $402.17 | $367.24 | -8.7% | 4-Pool | | CIEN | $67.36 | $354.16 | +425.8% | 4-Pool | | CIFR | $15.42 | $15.18 | -1.6% | 4-Pool | | GFS | $47.80 | $43.97 | -8.0% | 4-Pool | | LITE | $62.86 | $870.58 | +1285.0% | 4-Pool | | LRCX | $246.49 | $288.32 | +17.0% | 4-Pool | | MDB | $264.69 | $375.40 | +41.8% | 4-Pool | | MP | $57.36 | $54.70 | -4.6% | 4-Pool | | MU | $465.66 | $956.08 | +105.3% | 4-Pool | | NOK | $11.30 | $9.84 | -12.9% | 4-Pool | | PWR | $317.65 | $610.78 | +92.3% | 4-Pool | | TER | $107.65 | $341.62 | +217.3% | 4-Pool | | TSM | $365.90 | $415.50 | +13.6% | 4-Pool | | WULF | $18.05 | $14.82 | -17.9% | 4-Pool | | 000660.KS | $611.02 | $1177.37 | +92.7% | V5.3 | | 005930.KS | $138.98 | $182.85 | +31.6% | V5.3 | | ASML | $1421.05 | $1682.30 | +18.4% | V5.3 | | CIEN | $67.36 | $354.16 | +425.8% | V5.3 | | CIFR | $15.42 | $15.18 | -1.6% | V5.3 | | CRDO | $119.59 | $165.22 | +38.2% | V5.3 | | CRM | $258.11 | $256.93 | -0.5% | V5.3 | | FCX | $49.15 | $73.93 | +50.4% | V5.3 | | GFS | $47.80 | $43.97 | -8.0% | V5.3 | | HPE | $50.87 | $51.83 | +1.9% | V5.3 | | LRCX | $246.49 | $288.32 | +17.0% | V5.3 | | MDB | $264.69 | $375.40 | +41.8% | V5.3 | | PSX | $198.29 | $256.09 | +29.1% | V5.3 | | PWR | $317.65 | $610.78 | +92.3% | V5.3 | | QCOM | $156.00 | $169.96 | +8.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月4日

盘前

盘前简报 — 2026-09-04

# 盘前简报 — 2026-09-04 ## 市场状态 **QQQ** $709.24 — 距SMA50 ($710.89) -0.2% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $890,419 | +790.4% | -29.8% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1177.37 | +92.7% | 4-Pool | | 0981.HK | $8.21 | $8.77 | +6.9% | 4-Pool | | 1347.HK | $12.06 | $15.10 | +25.2% | 4-Pool | | 2513.HK | $102.10 | $143.57 | +40.6% | 4-Pool | | APLD | $32.19 | $24.91 | -22.6% | 4-Pool | | APP | $433.51 | $319.05 | -26.4% | 4-Pool | | AVGO | $402.17 | $367.24 | -8.7% | 4-Pool | | CIEN | $67.36 | $354.16 | +425.8% | 4-Pool | | CIFR | $15.42 | $15.18 | -1.6% | 4-Pool | | GFS | $47.80 | $43.97 | -8.0% | 4-Pool | | LITE | $62.86 | $870.58 | +1285.0% | 4-Pool | | LRCX | $246.49 | $288.32 | +17.0% | 4-Pool | | MDB | $264.69 | $375.40 | +41.8% | 4-Pool | | MP | $57.36 | $54.70 | -4.6% | 4-Pool | | MU | $465.66 | $956.08 | +105.3% | 4-Pool | | NOK | $11.30 | $9.84 | -12.9% | 4-Pool | | PWR | $317.65 | $610.78 | +92.3% | 4-Pool | | TER | $107.65 | $341.62 | +217.3% | 4-Pool | | TSM | $365.90 | $415.50 | +13.6% | 4-Pool | | WULF | $18.05 | $14.82 | -17.9% | 4-Pool | | 000660.KS | $611.02 | $1177.37 | +92.7% | V5.3 | | 005930.KS | $138.98 | $182.85 | +31.6% | V5.3 | | ASML | $1421.05 | $1682.30 | +18.4% | V5.3 | | CIEN | $67.36 | $354.16 | +425.8% | V5.3 | | CIFR | $15.42 | $15.18 | -1.6% | V5.3 | | CRDO | $119.59 | $165.22 | +38.2% | V5.3 | | CRM | $258.11 | $256.93 | -0.5% | V5.3 | | FCX | $49.15 | $73.93 | +50.4% | V5.3 | | GFS | $47.80 | $43.97 | -8.0% | V5.3 | | HPE | $50.87 | $51.83 | +1.9% | V5.3 | | LRCX | $246.49 | $288.32 | +17.0% | V5.3 | | MDB | $264.69 | $375.40 | +41.8% | V5.3 | | PSX | $198.29 | $256.09 | +29.1% | V5.3 | | PWR | $317.65 | $610.78 | +92.3% | V5.3 | | QCOM | $156.00 | $169.96 | +8.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月3日

盘后

盘后简报 — 2026-09-03

# 盘后简报 — 2026-09-03 ## 市场状态 **QQQ** $707.64 — 距SMA50 ($710.98) -0.5% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $940,025 | +840.0% | -25.9% | 13 | 5% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1235.77 | +102.2% | 4-Pool | | 0981.HK | $8.21 | $8.85 | +7.8% | 4-Pool | | 1347.HK | $12.06 | $15.54 | +28.8% | 4-Pool | | 2513.HK | $102.10 | $151.54 | +48.4% | 4-Pool | | APLD | $32.19 | $24.29 | -24.5% | 4-Pool | | APP | $433.51 | $311.74 | -28.1% | 4-Pool | | AVGO | $402.17 | $369.68 | -8.1% | 4-Pool | | CIEN | $67.36 | $360.33 | +434.9% | 4-Pool | | CIFR | $15.42 | $14.61 | -5.3% | 4-Pool | | GFS | $47.80 | $43.93 | -8.1% | 4-Pool | | LITE | $62.86 | $868.95 | +1282.4% | 4-Pool | | LRCX | $246.49 | $290.20 | +17.7% | 4-Pool | | MDB | $264.69 | $434.21 | +64.0% | 4-Pool | | MP | $57.36 | $53.74 | -6.3% | 4-Pool | | MU | $465.66 | $933.44 | +100.5% | 4-Pool | | NOK | $11.30 | $9.93 | -12.1% | 4-Pool | | PWR | $317.65 | $611.39 | +92.5% | 4-Pool | | TER | $107.65 | $335.46 | +211.6% | 4-Pool | | TSM | $365.90 | $414.00 | +13.1% | 4-Pool | | WULF | $18.05 | $14.65 | -18.8% | 4-Pool | | 000660.KS | $611.02 | $1235.77 | +102.2% | V5.3 | | 005930.KS | $138.98 | $190.51 | +37.1% | V5.3 | | ASML | $1421.05 | $1665.14 | +17.2% | V5.3 | | CIEN | $67.36 | $360.33 | +434.9% | V5.3 | | CIFR | $15.42 | $14.61 | -5.3% | V5.3 | | CRDO | $119.59 | $206.63 | +72.8% | V5.3 | | FCX | $49.15 | $72.47 | +47.4% | V5.3 | | GFS | $47.80 | $43.93 | -8.1% | V5.3 | | LRCX | $246.49 | $290.20 | +17.7% | V5.3 | | MDB | $264.69 | $434.21 | +64.0% | V5.3 | | PSX | $198.29 | $252.02 | +27.1% | V5.3 | | PWR | $317.65 | $611.39 | +92.5% | V5.3 | | QCOM | $156.00 | $166.61 | +6.8% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月3日

盘前

盘前简报 — 2026-09-03

# 盘前简报 — 2026-09-03 ## 市场状态 **QQQ** $707.64 — 距SMA50 ($710.98) -0.5% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $940,025 | +840.0% | -25.9% | 13 | 5% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1235.77 | +102.2% | 4-Pool | | 0981.HK | $8.21 | $8.85 | +7.8% | 4-Pool | | 1347.HK | $12.06 | $15.54 | +28.8% | 4-Pool | | 2513.HK | $102.10 | $151.54 | +48.4% | 4-Pool | | APLD | $32.19 | $24.29 | -24.5% | 4-Pool | | APP | $433.51 | $311.74 | -28.1% | 4-Pool | | AVGO | $402.17 | $369.68 | -8.1% | 4-Pool | | CIEN | $67.36 | $360.33 | +434.9% | 4-Pool | | CIFR | $15.42 | $14.61 | -5.3% | 4-Pool | | GFS | $47.80 | $43.93 | -8.1% | 4-Pool | | LITE | $62.86 | $868.95 | +1282.4% | 4-Pool | | LRCX | $246.49 | $290.20 | +17.7% | 4-Pool | | MDB | $264.69 | $434.21 | +64.0% | 4-Pool | | MP | $57.36 | $53.74 | -6.3% | 4-Pool | | MU | $465.66 | $933.44 | +100.5% | 4-Pool | | NOK | $11.30 | $9.93 | -12.1% | 4-Pool | | PWR | $317.65 | $611.39 | +92.5% | 4-Pool | | TER | $107.65 | $335.46 | +211.6% | 4-Pool | | TSM | $365.90 | $414.00 | +13.1% | 4-Pool | | WULF | $18.05 | $14.65 | -18.8% | 4-Pool | | 000660.KS | $611.02 | $1235.77 | +102.2% | V5.3 | | 005930.KS | $138.98 | $190.51 | +37.1% | V5.3 | | ASML | $1421.05 | $1665.14 | +17.2% | V5.3 | | CIEN | $67.36 | $360.33 | +434.9% | V5.3 | | CIFR | $15.42 | $14.61 | -5.3% | V5.3 | | CRDO | $119.59 | $206.63 | +72.8% | V5.3 | | FCX | $49.15 | $72.47 | +47.4% | V5.3 | | GFS | $47.80 | $43.93 | -8.1% | V5.3 | | LRCX | $246.49 | $290.20 | +17.7% | V5.3 | | MDB | $264.69 | $434.21 | +64.0% | V5.3 | | PSX | $198.29 | $252.02 | +27.1% | V5.3 | | PWR | $317.65 | $611.39 | +92.5% | V5.3 | | QCOM | $156.00 | $166.61 | +6.8% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月2日

盘后

盘后简报 — 2026-09-02

# 盘后简报 — 2026-09-02 ## 市场状态 **QQQ** $716.76 — 距SMA50 ($711.59) +0.7% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $966,326 | +866.3% | -23.8% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1221.90 | +100.0% | 4-Pool | | 0981.HK | $8.21 | $9.09 | +10.8% | 4-Pool | | 1347.HK | $12.06 | $15.81 | +31.1% | 4-Pool | | 2513.HK | $102.10 | $153.60 | +50.4% | 4-Pool | | APLD | $32.19 | $25.41 | -21.1% | 4-Pool | | APP | $433.51 | $312.06 | -28.0% | 4-Pool | | AVGO | $402.17 | $370.34 | -7.9% | 4-Pool | | CIEN | $67.36 | $382.80 | +468.3% | 4-Pool | | CIFR | $15.42 | $15.50 | +0.5% | 4-Pool | | GFS | $47.80 | $44.69 | -6.5% | 4-Pool | | LITE | $62.86 | $914.76 | +1355.2% | 4-Pool | | LRCX | $246.49 | $301.49 | +22.3% | 4-Pool | | MDB | $264.69 | $453.37 | +71.3% | 4-Pool | | MP | $57.36 | $54.75 | -4.6% | 4-Pool | | MU | $465.66 | $958.73 | +105.9% | 4-Pool | | NOK | $11.30 | $10.14 | -10.3% | 4-Pool | | PWR | $317.65 | $607.09 | +91.1% | 4-Pool | | TER | $107.65 | $349.83 | +225.0% | 4-Pool | | TSM | $365.90 | $415.32 | +13.5% | 4-Pool | | WULF | $18.05 | $15.13 | -16.2% | 4-Pool | | 000660.KS | $611.02 | $1221.90 | +100.0% | V5.3 | | 005930.KS | $138.98 | $189.78 | +36.5% | V5.3 | | AAPL | $308.63 | $316.85 | +2.7% | V5.3 | | ASML | $1421.05 | $1696.01 | +19.3% | V5.3 | | CIEN | $67.36 | $382.80 | +468.3% | V5.3 | | CIFR | $15.42 | $15.50 | +0.5% | V5.3 | | CRDO | $119.59 | $226.19 | +89.1% | V5.3 | | ETN | $438.23 | $401.88 | -8.3% | V5.3 | | FCX | $49.15 | $75.74 | +54.1% | V5.3 | | GFS | $47.80 | $44.69 | -6.5% | V5.3 | | LRCX | $246.49 | $301.49 | +22.3% | V5.3 | | MDB | $264.69 | $453.37 | +71.3% | V5.3 | | PSX | $198.29 | $246.58 | +24.4% | V5.3 | | PWR | $317.65 | $607.09 | +91.1% | V5.3 | | QCOM | $156.00 | $170.48 | +9.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月2日

盘前

盘前简报 — 2026-09-02

# 盘前简报 — 2026-09-02 ## 市场状态 **QQQ** $716.76 — 距SMA50 ($711.59) +0.7% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $966,326 | +866.3% | -23.8% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1221.90 | +100.0% | 4-Pool | | 0981.HK | $8.21 | $9.09 | +10.8% | 4-Pool | | 1347.HK | $12.06 | $15.81 | +31.1% | 4-Pool | | 2513.HK | $102.10 | $153.60 | +50.4% | 4-Pool | | APLD | $32.19 | $25.41 | -21.1% | 4-Pool | | APP | $433.51 | $312.06 | -28.0% | 4-Pool | | AVGO | $402.17 | $370.34 | -7.9% | 4-Pool | | CIEN | $67.36 | $382.80 | +468.3% | 4-Pool | | CIFR | $15.42 | $15.50 | +0.5% | 4-Pool | | GFS | $47.80 | $44.69 | -6.5% | 4-Pool | | LITE | $62.86 | $914.76 | +1355.2% | 4-Pool | | LRCX | $246.49 | $301.49 | +22.3% | 4-Pool | | MDB | $264.69 | $453.37 | +71.3% | 4-Pool | | MP | $57.36 | $54.75 | -4.6% | 4-Pool | | MU | $465.66 | $958.73 | +105.9% | 4-Pool | | NOK | $11.30 | $10.14 | -10.3% | 4-Pool | | PWR | $317.65 | $607.09 | +91.1% | 4-Pool | | TER | $107.65 | $349.83 | +225.0% | 4-Pool | | TSM | $365.90 | $415.32 | +13.5% | 4-Pool | | WULF | $18.05 | $15.13 | -16.2% | 4-Pool | | 000660.KS | $611.02 | $1221.90 | +100.0% | V5.3 | | 005930.KS | $138.98 | $189.78 | +36.5% | V5.3 | | AAPL | $308.63 | $316.85 | +2.7% | V5.3 | | ASML | $1421.05 | $1696.01 | +19.3% | V5.3 | | CIEN | $67.36 | $382.80 | +468.3% | V5.3 | | CIFR | $15.42 | $15.50 | +0.5% | V5.3 | | CRDO | $119.59 | $226.19 | +89.1% | V5.3 | | ETN | $438.23 | $401.88 | -8.3% | V5.3 | | FCX | $49.15 | $75.74 | +54.1% | V5.3 | | GFS | $47.80 | $44.69 | -6.5% | V5.3 | | LRCX | $246.49 | $301.49 | +22.3% | V5.3 | | MDB | $264.69 | $453.37 | +71.3% | V5.3 | | PSX | $198.29 | $246.58 | +24.4% | V5.3 | | PWR | $317.65 | $607.09 | +91.1% | V5.3 | | QCOM | $156.00 | $170.48 | +9.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年9月1日

盘后

盘后简报 — 2026-09-01

# 盘后简报 — 2026-09-01 ## 市场状态 **QQQ** $716.43 — 距SMA50 ($712.06) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $963,803 | +863.8% | -24.0% | 15 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1206.57 | +97.5% | 4-Pool | | 0981.HK | $8.21 | $9.02 | +9.9% | 4-Pool | | 1347.HK | $12.06 | $15.50 | +28.5% | 4-Pool | | 2513.HK | $102.10 | $140.10 | +37.2% | 4-Pool | | APLD | $32.19 | $25.34 | -21.3% | 4-Pool | | APP | $433.51 | $317.76 | -26.7% | 4-Pool | | AVGO | $402.17 | $368.79 | -8.3% | 4-Pool | | CIEN | $67.36 | $378.44 | +461.8% | 4-Pool | | CIFR | $15.42 | $15.17 | -1.6% | 4-Pool | | GFS | $47.80 | $44.76 | -6.4% | 4-Pool | | LITE | $62.86 | $895.00 | +1323.8% | 4-Pool | | LRCX | $246.49 | $301.90 | +22.5% | 4-Pool | | MDB | $264.69 | $446.62 | +68.7% | 4-Pool | | MP | $57.36 | $56.13 | -2.1% | 4-Pool | | MU | $465.66 | $932.86 | +100.3% | 4-Pool | | NOK | $11.30 | $10.21 | -9.6% | 4-Pool | | PWR | $317.65 | $602.70 | +89.7% | 4-Pool | | TER | $107.65 | $354.97 | +229.7% | 4-Pool | | TSM | $365.90 | $417.52 | +14.1% | 4-Pool | | WULF | $18.05 | $15.35 | -15.0% | 4-Pool | | 000660.KS | $611.02 | $1206.57 | +97.5% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $319.70 | +3.6% | V5.3 | | ASML | $1421.05 | $1696.16 | +19.4% | V5.3 | | CIEN | $67.36 | $378.44 | +461.8% | V5.3 | | CIFR | $15.42 | $15.17 | -1.6% | V5.3 | | CRDO | $119.59 | $232.75 | +94.6% | V5.3 | | ETN | $438.23 | $402.78 | -8.1% | V5.3 | | FCX | $49.15 | $76.45 | +55.5% | V5.3 | | GFS | $47.80 | $44.76 | -6.4% | V5.3 | | LRCX | $246.49 | $301.90 | +22.5% | V5.3 | | MDB | $264.69 | $446.62 | +68.7% | V5.3 | | PSX | $198.29 | $244.01 | +23.1% | V5.3 | | PWR | $317.65 | $602.70 | +89.7% | V5.3 | | QCOM | $156.00 | $164.19 | +5.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年9月1日

盘前

盘前简报 — 2026-09-01

# 盘前简报 — 2026-09-01 ## 市场状态 **QQQ** $716.43 — 距SMA50 ($712.06) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $963,803 | +863.8% | -24.0% | 15 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1206.57 | +97.5% | 4-Pool | | 0981.HK | $8.21 | $9.02 | +9.9% | 4-Pool | | 1347.HK | $12.06 | $15.50 | +28.5% | 4-Pool | | 2513.HK | $102.10 | $140.10 | +37.2% | 4-Pool | | APLD | $32.19 | $25.34 | -21.3% | 4-Pool | | APP | $433.51 | $317.76 | -26.7% | 4-Pool | | AVGO | $402.17 | $368.79 | -8.3% | 4-Pool | | CIEN | $67.36 | $378.44 | +461.8% | 4-Pool | | CIFR | $15.42 | $15.17 | -1.6% | 4-Pool | | GFS | $47.80 | $44.76 | -6.4% | 4-Pool | | LITE | $62.86 | $895.00 | +1323.8% | 4-Pool | | LRCX | $246.49 | $301.90 | +22.5% | 4-Pool | | MDB | $264.69 | $446.62 | +68.7% | 4-Pool | | MP | $57.36 | $56.13 | -2.1% | 4-Pool | | MU | $465.66 | $932.86 | +100.3% | 4-Pool | | NOK | $11.30 | $10.21 | -9.6% | 4-Pool | | PWR | $317.65 | $602.70 | +89.7% | 4-Pool | | TER | $107.65 | $354.97 | +229.7% | 4-Pool | | TSM | $365.90 | $417.52 | +14.1% | 4-Pool | | WULF | $18.05 | $15.35 | -15.0% | 4-Pool | | 000660.KS | $611.02 | $1206.57 | +97.5% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $319.70 | +3.6% | V5.3 | | ASML | $1421.05 | $1696.16 | +19.4% | V5.3 | | CIEN | $67.36 | $378.44 | +461.8% | V5.3 | | CIFR | $15.42 | $15.17 | -1.6% | V5.3 | | CRDO | $119.59 | $232.75 | +94.6% | V5.3 | | ETN | $438.23 | $402.78 | -8.1% | V5.3 | | FCX | $49.15 | $76.45 | +55.5% | V5.3 | | GFS | $47.80 | $44.76 | -6.4% | V5.3 | | LRCX | $246.49 | $301.90 | +22.5% | V5.3 | | MDB | $264.69 | $446.62 | +68.7% | V5.3 | | PSX | $198.29 | $244.01 | +23.1% | V5.3 | | PWR | $317.65 | $602.70 | +89.7% | V5.3 | | QCOM | $156.00 | $164.19 | +5.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月31日

盘后

盘后简报 — 2026-08-31

# 盘后简报 — 2026-08-31 ## 市场状态 **QQQ** $721.11 — 距SMA50 ($712.19) +1.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $986,519 | +886.5% | -22.3% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1262.50 | +106.6% | 4-Pool | | 0981.HK | $8.21 | $9.16 | +11.7% | 4-Pool | | 1347.HK | $12.06 | $15.78 | +30.9% | 4-Pool | | 2513.HK | $102.10 | $149.10 | +46.0% | 4-Pool | | APLD | $32.19 | $27.44 | -14.8% | 4-Pool | | APP | $433.51 | $312.63 | -27.9% | 4-Pool | | AVGO | $402.17 | $371.54 | -7.6% | 4-Pool | | CIEN | $67.36 | $399.85 | +493.6% | 4-Pool | | CIFR | $15.42 | $16.77 | +8.8% | 4-Pool | | GFS | $47.80 | $46.34 | -3.1% | 4-Pool | | LITE | $62.86 | $956.14 | +1421.1% | 4-Pool | | LRCX | $246.49 | $318.58 | +29.2% | 4-Pool | | MDB | $264.69 | $440.58 | +66.5% | 4-Pool | | MP | $57.36 | $59.03 | +2.9% | 4-Pool | | MU | $465.66 | $935.39 | +100.9% | 4-Pool | | NOK | $11.30 | $10.59 | -6.3% | 4-Pool | | PWR | $317.65 | $621.83 | +95.8% | 4-Pool | | TER | $107.65 | $372.06 | +245.6% | 4-Pool | | TSM | $365.90 | $427.30 | +16.8% | 4-Pool | | WULF | $18.05 | $16.49 | -8.6% | 4-Pool | | 000660.KS | $611.02 | $1262.50 | +106.6% | V5.3 | | 005930.KS | $138.98 | $194.16 | +39.7% | V5.3 | | AAPL | $308.63 | $314.58 | +1.9% | V5.3 | | ASML | $1421.05 | $1735.01 | +22.1% | V5.3 | | CIEN | $67.36 | $399.85 | +493.6% | V5.3 | | CIFR | $15.42 | $16.77 | +8.8% | V5.3 | | CRDO | $119.59 | $240.24 | +100.9% | V5.3 | | ETN | $438.23 | $416.04 | -5.1% | V5.3 | | FCX | $49.15 | $78.42 | +59.6% | V5.3 | | GFS | $47.80 | $46.34 | -3.1% | V5.3 | | LRCX | $246.49 | $318.58 | +29.2% | V5.3 | | MDB | $264.69 | $440.58 | +66.5% | V5.3 | | MRVL | $237.27 | $241.45 | +1.8% | V5.3 | | PSX | $198.29 | $239.81 | +20.9% | V5.3 | | PWR | $317.65 | $621.83 | +95.8% | V5.3 | | QCOM | $156.00 | $164.78 | +5.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月31日

盘前

盘前简报 — 2026-08-31

# 盘前简报 — 2026-08-31 ## 市场状态 **QQQ** $721.11 — 距SMA50 ($712.19) +1.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $986,519 | +886.5% | -22.3% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1262.50 | +106.6% | 4-Pool | | 0981.HK | $8.21 | $9.16 | +11.7% | 4-Pool | | 1347.HK | $12.06 | $15.78 | +30.9% | 4-Pool | | 2513.HK | $102.10 | $149.10 | +46.0% | 4-Pool | | APLD | $32.19 | $27.44 | -14.8% | 4-Pool | | APP | $433.51 | $312.63 | -27.9% | 4-Pool | | AVGO | $402.17 | $371.54 | -7.6% | 4-Pool | | CIEN | $67.36 | $399.85 | +493.6% | 4-Pool | | CIFR | $15.42 | $16.77 | +8.8% | 4-Pool | | GFS | $47.80 | $46.34 | -3.1% | 4-Pool | | LITE | $62.86 | $956.14 | +1421.1% | 4-Pool | | LRCX | $246.49 | $318.58 | +29.2% | 4-Pool | | MDB | $264.69 | $440.58 | +66.5% | 4-Pool | | MP | $57.36 | $59.03 | +2.9% | 4-Pool | | MU | $465.66 | $935.39 | +100.9% | 4-Pool | | NOK | $11.30 | $10.59 | -6.3% | 4-Pool | | PWR | $317.65 | $621.83 | +95.8% | 4-Pool | | TER | $107.65 | $372.06 | +245.6% | 4-Pool | | TSM | $365.90 | $427.30 | +16.8% | 4-Pool | | WULF | $18.05 | $16.49 | -8.6% | 4-Pool | | 000660.KS | $611.02 | $1262.50 | +106.6% | V5.3 | | 005930.KS | $138.98 | $194.16 | +39.7% | V5.3 | | AAPL | $308.63 | $314.58 | +1.9% | V5.3 | | ASML | $1421.05 | $1735.01 | +22.1% | V5.3 | | CIEN | $67.36 | $399.85 | +493.6% | V5.3 | | CIFR | $15.42 | $16.77 | +8.8% | V5.3 | | CRDO | $119.59 | $240.24 | +100.9% | V5.3 | | ETN | $438.23 | $416.04 | -5.1% | V5.3 | | FCX | $49.15 | $78.42 | +59.6% | V5.3 | | GFS | $47.80 | $46.34 | -3.1% | V5.3 | | LRCX | $246.49 | $318.58 | +29.2% | V5.3 | | MDB | $264.69 | $440.58 | +66.5% | V5.3 | | MRVL | $237.27 | $241.45 | +1.8% | V5.3 | | PSX | $198.29 | $239.81 | +20.9% | V5.3 | | PWR | $317.65 | $621.83 | +95.8% | V5.3 | | QCOM | $156.00 | $164.78 | +5.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月28日

盘后

盘后简报 — 2026-08-28

# 盘后简报 — 2026-08-28 ## 市场状态 **QQQ** $711.37 — 距SMA50 ($712.36) -0.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $972,677 | +872.7% | -23.3% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1231.85 | +101.6% | 4-Pool | | 0981.HK | $8.21 | $8.96 | +9.2% | 4-Pool | | 1347.HK | $12.06 | $15.10 | +25.2% | 4-Pool | | 2513.HK | $102.10 | $132.39 | +29.7% | 4-Pool | | APLD | $32.19 | $26.87 | -16.5% | 4-Pool | | APP | $433.51 | $308.11 | -28.9% | 4-Pool | | AVGO | $402.17 | $355.59 | -11.6% | 4-Pool | | CIEN | $67.36 | $404.03 | +499.8% | 4-Pool | | CIFR | $15.42 | $16.02 | +3.9% | 4-Pool | | GFS | $47.80 | $45.67 | -4.5% | 4-Pool | | LITE | $62.86 | $939.03 | +1393.8% | 4-Pool | | LRCX | $246.49 | $312.88 | +26.9% | 4-Pool | | MDB | $264.69 | $406.11 | +53.4% | 4-Pool | | MP | $57.36 | $59.31 | +3.4% | 4-Pool | | MU | $465.66 | $938.40 | +101.5% | 4-Pool | | NOK | $11.30 | $10.41 | -7.9% | 4-Pool | | PWR | $317.65 | $616.73 | +94.2% | 4-Pool | | TER | $107.65 | $363.10 | +237.3% | 4-Pool | | TSM | $365.90 | $417.69 | +14.2% | 4-Pool | | WULF | $18.05 | $15.97 | -11.5% | 4-Pool | | 000660.KS | $611.02 | $1231.85 | +101.6% | V5.3 | | 005930.KS | $138.98 | $190.88 | +37.3% | V5.3 | | AAPL | $308.63 | $313.45 | +1.6% | V5.3 | | ASML | $1421.05 | $1745.64 | +22.8% | V5.3 | | CIEN | $67.36 | $404.03 | +499.8% | V5.3 | | CIFR | $15.42 | $16.02 | +3.9% | V5.3 | | CRDO | $119.59 | $226.49 | +89.4% | V5.3 | | ETN | $438.23 | $419.44 | -4.3% | V5.3 | | FCX | $49.15 | $79.00 | +60.7% | V5.3 | | GFS | $47.80 | $45.67 | -4.5% | V5.3 | | LRCX | $246.49 | $312.88 | +26.9% | V5.3 | | MDB | $264.69 | $406.11 | +53.4% | V5.3 | | MRVL | $237.27 | $245.11 | +3.3% | V5.3 | | PSX | $198.29 | $242.23 | +22.2% | V5.3 | | PWR | $317.65 | $616.73 | +94.2% | V5.3 | | QCOM | $156.00 | $163.72 | +4.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月28日

盘前

盘前简报 — 2026-08-28

# 盘前简报 — 2026-08-28 ## 市场状态 **QQQ** $711.37 — 距SMA50 ($712.36) -0.1% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $972,677 | +872.7% | -23.3% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1231.85 | +101.6% | 4-Pool | | 0981.HK | $8.21 | $8.96 | +9.2% | 4-Pool | | 1347.HK | $12.06 | $15.10 | +25.2% | 4-Pool | | 2513.HK | $102.10 | $132.39 | +29.7% | 4-Pool | | APLD | $32.19 | $26.87 | -16.5% | 4-Pool | | APP | $433.51 | $308.11 | -28.9% | 4-Pool | | AVGO | $402.17 | $355.59 | -11.6% | 4-Pool | | CIEN | $67.36 | $404.03 | +499.8% | 4-Pool | | CIFR | $15.42 | $16.02 | +3.9% | 4-Pool | | GFS | $47.80 | $45.67 | -4.5% | 4-Pool | | LITE | $62.86 | $939.03 | +1393.8% | 4-Pool | | LRCX | $246.49 | $312.88 | +26.9% | 4-Pool | | MDB | $264.69 | $406.11 | +53.4% | 4-Pool | | MP | $57.36 | $59.31 | +3.4% | 4-Pool | | MU | $465.66 | $938.40 | +101.5% | 4-Pool | | NOK | $11.30 | $10.41 | -7.9% | 4-Pool | | PWR | $317.65 | $616.73 | +94.2% | 4-Pool | | TER | $107.65 | $363.10 | +237.3% | 4-Pool | | TSM | $365.90 | $417.69 | +14.2% | 4-Pool | | WULF | $18.05 | $15.97 | -11.5% | 4-Pool | | 000660.KS | $611.02 | $1231.85 | +101.6% | V5.3 | | 005930.KS | $138.98 | $190.88 | +37.3% | V5.3 | | AAPL | $308.63 | $313.45 | +1.6% | V5.3 | | ASML | $1421.05 | $1745.64 | +22.8% | V5.3 | | CIEN | $67.36 | $404.03 | +499.8% | V5.3 | | CIFR | $15.42 | $16.02 | +3.9% | V5.3 | | CRDO | $119.59 | $226.49 | +89.4% | V5.3 | | ETN | $438.23 | $419.44 | -4.3% | V5.3 | | FCX | $49.15 | $79.00 | +60.7% | V5.3 | | GFS | $47.80 | $45.67 | -4.5% | V5.3 | | LRCX | $246.49 | $312.88 | +26.9% | V5.3 | | MDB | $264.69 | $406.11 | +53.4% | V5.3 | | MRVL | $237.27 | $245.11 | +3.3% | V5.3 | | PSX | $198.29 | $242.23 | +22.2% | V5.3 | | PWR | $317.65 | $616.73 | +94.2% | V5.3 | | QCOM | $156.00 | $163.72 | +4.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月27日

盘后

盘后简报 — 2026-08-27

# 盘后简报 — 2026-08-27 ## 市场状态 **QQQ** $710.72 — 距SMA50 ($713.01) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $965,882 | +865.9% | -23.9% | 16 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1224.82 | +100.5% | 4-Pool | | 0981.HK | $8.21 | $8.72 | +6.3% | 4-Pool | | 1347.HK | $12.06 | $14.19 | +17.6% | 4-Pool | | 2513.HK | $102.10 | $136.12 | +33.3% | 4-Pool | | APLD | $32.19 | $28.85 | -10.4% | 4-Pool | | APP | $433.51 | $310.54 | -28.4% | 4-Pool | | AVGO | $402.17 | $356.74 | -11.3% | 4-Pool | | CIEN | $67.36 | $387.66 | +475.5% | 4-Pool | | CIFR | $15.42 | $16.31 | +5.8% | 4-Pool | | GFS | $47.80 | $45.92 | -3.9% | 4-Pool | | LITE | $62.86 | $885.57 | +1308.8% | 4-Pool | | LRCX | $246.49 | $314.66 | +27.7% | 4-Pool | | MDB | $264.69 | $404.92 | +53.0% | 4-Pool | | MP | $57.36 | $60.17 | +4.9% | 4-Pool | | MU | $465.66 | $932.97 | +100.4% | 4-Pool | | NOK | $11.30 | $10.35 | -8.4% | 4-Pool | | PWR | $317.65 | $603.78 | +90.1% | 4-Pool | | TER | $107.65 | $366.43 | +240.4% | 4-Pool | | TSM | $365.90 | $417.41 | +14.1% | 4-Pool | | WULF | $18.05 | $16.32 | -9.6% | 4-Pool | | 000660.KS | $611.02 | $1224.82 | +100.5% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $309.90 | +0.4% | V5.3 | | ASML | $1421.05 | $1744.16 | +22.7% | V5.3 | | CIEN | $67.36 | $387.66 | +475.5% | V5.3 | | CIFR | $15.42 | $16.31 | +5.8% | V5.3 | | CRDO | $119.59 | $226.51 | +89.4% | V5.3 | | ETN | $438.23 | $409.20 | -6.6% | V5.3 | | FCX | $49.15 | $79.91 | +62.6% | V5.3 | | GFS | $47.80 | $45.92 | -3.9% | V5.3 | | LRCX | $246.49 | $314.66 | +27.7% | V5.3 | | MDB | $264.69 | $404.92 | +53.0% | V5.3 | | MRVL | $237.27 | $240.38 | +1.3% | V5.3 | | PSX | $198.29 | $236.90 | +19.5% | V5.3 | | PWR | $317.65 | $603.78 | +90.1% | V5.3 | | QCOM | $156.00 | $160.56 | +2.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月27日

盘前

盘前简报 — 2026-08-27

# 盘前简报 — 2026-08-27 ## 市场状态 **QQQ** $710.72 — 距SMA50 ($713.01) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $965,882 | +865.9% | -23.9% | 16 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1224.82 | +100.5% | 4-Pool | | 0981.HK | $8.21 | $8.72 | +6.3% | 4-Pool | | 1347.HK | $12.06 | $14.19 | +17.6% | 4-Pool | | 2513.HK | $102.10 | $136.12 | +33.3% | 4-Pool | | APLD | $32.19 | $28.85 | -10.4% | 4-Pool | | APP | $433.51 | $310.54 | -28.4% | 4-Pool | | AVGO | $402.17 | $356.74 | -11.3% | 4-Pool | | CIEN | $67.36 | $387.66 | +475.5% | 4-Pool | | CIFR | $15.42 | $16.31 | +5.8% | 4-Pool | | GFS | $47.80 | $45.92 | -3.9% | 4-Pool | | LITE | $62.86 | $885.57 | +1308.8% | 4-Pool | | LRCX | $246.49 | $314.66 | +27.7% | 4-Pool | | MDB | $264.69 | $404.92 | +53.0% | 4-Pool | | MP | $57.36 | $60.17 | +4.9% | 4-Pool | | MU | $465.66 | $932.97 | +100.4% | 4-Pool | | NOK | $11.30 | $10.35 | -8.4% | 4-Pool | | PWR | $317.65 | $603.78 | +90.1% | 4-Pool | | TER | $107.65 | $366.43 | +240.4% | 4-Pool | | TSM | $365.90 | $417.41 | +14.1% | 4-Pool | | WULF | $18.05 | $16.32 | -9.6% | 4-Pool | | 000660.KS | $611.02 | $1224.82 | +100.5% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $309.90 | +0.4% | V5.3 | | ASML | $1421.05 | $1744.16 | +22.7% | V5.3 | | CIEN | $67.36 | $387.66 | +475.5% | V5.3 | | CIFR | $15.42 | $16.31 | +5.8% | V5.3 | | CRDO | $119.59 | $226.51 | +89.4% | V5.3 | | ETN | $438.23 | $409.20 | -6.6% | V5.3 | | FCX | $49.15 | $79.91 | +62.6% | V5.3 | | GFS | $47.80 | $45.92 | -3.9% | V5.3 | | LRCX | $246.49 | $314.66 | +27.7% | V5.3 | | MDB | $264.69 | $404.92 | +53.0% | V5.3 | | MRVL | $237.27 | $240.38 | +1.3% | V5.3 | | PSX | $198.29 | $236.90 | +19.5% | V5.3 | | PWR | $317.65 | $603.78 | +90.1% | V5.3 | | QCOM | $156.00 | $160.56 | +2.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月26日

盘后

盘后简报 — 2026-08-26

# 盘后简报 — 2026-08-26 ## 市场状态 **QQQ** $706.32 — 距SMA50 ($713.23) -1.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $958,738 | +858.7% | -24.4% | 16 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1219.71 | +99.6% | 4-Pool | | 0981.HK | $8.21 | $8.58 | +4.5% | 4-Pool | | 1347.HK | $12.06 | $13.98 | +15.9% | 4-Pool | | 2513.HK | $102.10 | $129.43 | +26.8% | 4-Pool | | APLD | $32.19 | $26.89 | -16.5% | 4-Pool | | APP | $433.51 | $298.59 | -31.1% | 4-Pool | | AVGO | $402.17 | $358.76 | -10.8% | 4-Pool | | CIEN | $67.36 | $371.95 | +452.2% | 4-Pool | | CIFR | $15.42 | $15.36 | -0.4% | 4-Pool | | GFS | $47.80 | $45.95 | -3.9% | 4-Pool | | LITE | $62.86 | $830.17 | +1220.7% | 4-Pool | | LRCX | $246.49 | $310.17 | +25.8% | 4-Pool | | MDB | $264.69 | $402.69 | +52.1% | 4-Pool | | MP | $57.36 | $57.42 | +0.1% | 4-Pool | | MU | $465.66 | $910.43 | +95.5% | 4-Pool | | NOK | $11.30 | $9.96 | -11.9% | 4-Pool | | PWR | $317.65 | $616.78 | +94.2% | 4-Pool | | TER | $107.65 | $364.90 | +239.0% | 4-Pool | | TSM | $365.90 | $410.12 | +12.1% | 4-Pool | | WULF | $18.05 | $15.48 | -14.2% | 4-Pool | | 000660.KS | $611.02 | $1219.71 | +99.6% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $310.34 | +0.6% | V5.3 | | ASML | $1421.05 | $1740.13 | +22.5% | V5.3 | | CIEN | $67.36 | $371.95 | +452.2% | V5.3 | | CIFR | $15.42 | $15.36 | -0.4% | V5.3 | | CRDO | $119.59 | $222.61 | +86.1% | V5.3 | | ETN | $438.23 | $408.67 | -6.7% | V5.3 | | FCX | $49.15 | $77.80 | +58.3% | V5.3 | | GFS | $47.80 | $45.95 | -3.9% | V5.3 | | LRCX | $246.49 | $310.17 | +25.8% | V5.3 | | MDB | $264.69 | $402.69 | +52.1% | V5.3 | | MRVL | $237.27 | $229.29 | -3.4% | V5.3 | | PSX | $198.29 | $241.96 | +22.0% | V5.3 | | PWR | $317.65 | $616.78 | +94.2% | V5.3 | | QCOM | $156.00 | $158.53 | +1.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月26日

盘前

盘前简报 — 2026-08-26

# 盘前简报 — 2026-08-26 ## 市场状态 **QQQ** $706.32 — 距SMA50 ($713.23) -1.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $958,738 | +858.7% | -24.4% | 16 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1219.71 | +99.6% | 4-Pool | | 0981.HK | $8.21 | $8.58 | +4.5% | 4-Pool | | 1347.HK | $12.06 | $13.98 | +15.9% | 4-Pool | | 2513.HK | $102.10 | $129.43 | +26.8% | 4-Pool | | APLD | $32.19 | $26.89 | -16.5% | 4-Pool | | APP | $433.51 | $298.59 | -31.1% | 4-Pool | | AVGO | $402.17 | $358.76 | -10.8% | 4-Pool | | CIEN | $67.36 | $371.95 | +452.2% | 4-Pool | | CIFR | $15.42 | $15.36 | -0.4% | 4-Pool | | GFS | $47.80 | $45.95 | -3.9% | 4-Pool | | LITE | $62.86 | $830.17 | +1220.7% | 4-Pool | | LRCX | $246.49 | $310.17 | +25.8% | 4-Pool | | MDB | $264.69 | $402.69 | +52.1% | 4-Pool | | MP | $57.36 | $57.42 | +0.1% | 4-Pool | | MU | $465.66 | $910.43 | +95.5% | 4-Pool | | NOK | $11.30 | $9.96 | -11.9% | 4-Pool | | PWR | $317.65 | $616.78 | +94.2% | 4-Pool | | TER | $107.65 | $364.90 | +239.0% | 4-Pool | | TSM | $365.90 | $410.12 | +12.1% | 4-Pool | | WULF | $18.05 | $15.48 | -14.2% | 4-Pool | | 000660.KS | $611.02 | $1219.71 | +99.6% | V5.3 | | 005930.KS | $138.98 | $187.59 | +35.0% | V5.3 | | AAPL | $308.63 | $310.34 | +0.6% | V5.3 | | ASML | $1421.05 | $1740.13 | +22.5% | V5.3 | | CIEN | $67.36 | $371.95 | +452.2% | V5.3 | | CIFR | $15.42 | $15.36 | -0.4% | V5.3 | | CRDO | $119.59 | $222.61 | +86.1% | V5.3 | | ETN | $438.23 | $408.67 | -6.7% | V5.3 | | FCX | $49.15 | $77.80 | +58.3% | V5.3 | | GFS | $47.80 | $45.95 | -3.9% | V5.3 | | LRCX | $246.49 | $310.17 | +25.8% | V5.3 | | MDB | $264.69 | $402.69 | +52.1% | V5.3 | | MRVL | $237.27 | $229.29 | -3.4% | V5.3 | | PSX | $198.29 | $241.96 | +22.0% | V5.3 | | PWR | $317.65 | $616.78 | +94.2% | V5.3 | | QCOM | $156.00 | $158.53 | +1.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月25日

盘后

盘后简报 — 2026-08-25

# 盘后简报 — 2026-08-25 ## 市场状态 **QQQ** $713.44 — 距SMA50 ($713.44) -0.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $983,911 | +883.9% | -22.5% | 16 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1262.77 | +106.7% | 4-Pool | | 0981.HK | $8.21 | $9.32 | +13.5% | 4-Pool | | 1347.HK | $12.06 | $14.76 | +22.3% | 4-Pool | | 2513.HK | $102.10 | $145.12 | +42.1% | 4-Pool | | APLD | $32.19 | $27.21 | -15.5% | 4-Pool | | APP | $433.51 | $305.77 | -29.5% | 4-Pool | | AVGO | $402.17 | $368.45 | -8.4% | 4-Pool | | CIEN | $67.36 | $395.79 | +487.6% | 4-Pool | | CIFR | $15.42 | $15.77 | +2.2% | 4-Pool | | GFS | $47.80 | $48.05 | +0.5% | 4-Pool | | LITE | $62.86 | $866.71 | +1278.8% | 4-Pool | | LRCX | $246.49 | $314.00 | +27.4% | 4-Pool | | MDB | $264.69 | $430.83 | +62.8% | 4-Pool | | MP | $57.36 | $60.05 | +4.7% | 4-Pool | | MU | $465.66 | $966.78 | +107.6% | 4-Pool | | NOK | $11.30 | $10.21 | -9.6% | 4-Pool | | PWR | $317.65 | $639.34 | +101.3% | 4-Pool | | TER | $107.65 | $375.74 | +249.0% | 4-Pool | | TSM | $365.90 | $418.95 | +14.5% | 4-Pool | | WULF | $18.05 | $15.64 | -13.4% | 4-Pool | | 000660.KS | $611.02 | $1262.77 | +106.7% | V5.3 | | 005930.KS | $138.98 | $205.47 | +47.8% | V5.3 | | AAPL | $308.63 | $309.35 | +0.2% | V5.3 | | ASML | $1421.05 | $1763.76 | +24.1% | V5.3 | | CIEN | $67.36 | $395.79 | +487.6% | V5.3 | | CIFR | $15.42 | $15.77 | +2.2% | V5.3 | | CRDO | $119.59 | $230.57 | +92.8% | V5.3 | | ETN | $438.23 | $419.20 | -4.3% | V5.3 | | FCX | $49.15 | $76.66 | +56.0% | V5.3 | | GFS | $47.80 | $48.05 | +0.5% | V5.3 | | LRCX | $246.49 | $314.00 | +27.4% | V5.3 | | MDB | $264.69 | $430.83 | +62.8% | V5.3 | | MRVL | $237.27 | $237.04 | -0.1% | V5.3 | | PSX | $198.29 | $242.87 | +22.5% | V5.3 | | PWR | $317.65 | $639.34 | +101.3% | V5.3 | | QCOM | $156.00 | $160.75 | +3.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月25日

盘前

盘前简报 — 2026-08-25

# 盘前简报 — 2026-08-25 ## 市场状态 **QQQ** $713.44 — 距SMA50 ($713.44) -0.0% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $983,911 | +883.9% | -22.5% | 16 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1262.77 | +106.7% | 4-Pool | | 0981.HK | $8.21 | $9.32 | +13.5% | 4-Pool | | 1347.HK | $12.06 | $14.76 | +22.3% | 4-Pool | | 2513.HK | $102.10 | $145.12 | +42.1% | 4-Pool | | APLD | $32.19 | $27.21 | -15.5% | 4-Pool | | APP | $433.51 | $305.77 | -29.5% | 4-Pool | | AVGO | $402.17 | $368.45 | -8.4% | 4-Pool | | CIEN | $67.36 | $395.79 | +487.6% | 4-Pool | | CIFR | $15.42 | $15.77 | +2.2% | 4-Pool | | GFS | $47.80 | $48.05 | +0.5% | 4-Pool | | LITE | $62.86 | $866.71 | +1278.8% | 4-Pool | | LRCX | $246.49 | $314.00 | +27.4% | 4-Pool | | MDB | $264.69 | $430.83 | +62.8% | 4-Pool | | MP | $57.36 | $60.05 | +4.7% | 4-Pool | | MU | $465.66 | $966.78 | +107.6% | 4-Pool | | NOK | $11.30 | $10.21 | -9.6% | 4-Pool | | PWR | $317.65 | $639.34 | +101.3% | 4-Pool | | TER | $107.65 | $375.74 | +249.0% | 4-Pool | | TSM | $365.90 | $418.95 | +14.5% | 4-Pool | | WULF | $18.05 | $15.64 | -13.4% | 4-Pool | | 000660.KS | $611.02 | $1262.77 | +106.7% | V5.3 | | 005930.KS | $138.98 | $205.47 | +47.8% | V5.3 | | AAPL | $308.63 | $309.35 | +0.2% | V5.3 | | ASML | $1421.05 | $1763.76 | +24.1% | V5.3 | | CIEN | $67.36 | $395.79 | +487.6% | V5.3 | | CIFR | $15.42 | $15.77 | +2.2% | V5.3 | | CRDO | $119.59 | $230.57 | +92.8% | V5.3 | | ETN | $438.23 | $419.20 | -4.3% | V5.3 | | FCX | $49.15 | $76.66 | +56.0% | V5.3 | | GFS | $47.80 | $48.05 | +0.5% | V5.3 | | LRCX | $246.49 | $314.00 | +27.4% | V5.3 | | MDB | $264.69 | $430.83 | +62.8% | V5.3 | | MRVL | $237.27 | $237.04 | -0.1% | V5.3 | | PSX | $198.29 | $242.87 | +22.5% | V5.3 | | PWR | $317.65 | $639.34 | +101.3% | V5.3 | | QCOM | $156.00 | $160.75 | +3.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月24日

盘后

盘后简报 — 2026-08-24

# 盘后简报 — 2026-08-24 ## 市场状态 **QQQ** $710.93 — 距SMA50 ($713.05) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $981,370 | +881.4% | -22.7% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1234.31 | +102.0% | 4-Pool | | 0981.HK | $8.21 | $9.27 | +12.9% | 4-Pool | | 1347.HK | $12.06 | $14.38 | +19.2% | 4-Pool | | 2513.HK | $102.10 | $131.49 | +28.8% | 4-Pool | | APLD | $32.19 | $28.65 | -11.0% | 4-Pool | | APP | $433.51 | $308.77 | -28.8% | 4-Pool | | AVGO | $402.17 | $364.03 | -9.5% | 4-Pool | | CIEN | $67.36 | $392.48 | +482.7% | 4-Pool | | CIFR | $15.42 | $17.21 | +11.6% | 4-Pool | | GFS | $47.80 | $47.33 | -1.0% | 4-Pool | | LITE | $62.86 | $879.28 | +1298.8% | 4-Pool | | LRCX | $246.49 | $310.53 | +26.0% | 4-Pool | | MDB | $264.69 | $420.37 | +58.8% | 4-Pool | | MP | $57.36 | $55.04 | -4.0% | 4-Pool | | MU | $465.66 | $974.33 | +109.2% | 4-Pool | | NOK | $11.30 | $10.15 | -10.2% | 4-Pool | | PWR | $317.65 | $662.47 | +108.6% | 4-Pool | | TER | $107.65 | $383.15 | +255.9% | 4-Pool | | TSM | $365.90 | $416.00 | +13.7% | 4-Pool | | WULF | $18.05 | $16.45 | -8.9% | 4-Pool | | 000660.KS | $611.02 | $1234.31 | +102.0% | V5.3 | | 005930.KS | $138.98 | $197.81 | +42.3% | V5.3 | | AAPL | $308.63 | $311.30 | +0.9% | V5.3 | | ASML | $1421.05 | $1750.31 | +23.2% | V5.3 | | CIEN | $67.36 | $392.48 | +482.7% | V5.3 | | CIFR | $15.42 | $17.21 | +11.6% | V5.3 | | CRDO | $119.59 | $231.35 | +93.5% | V5.3 | | ETN | $438.23 | $415.29 | -5.2% | V5.3 | | FCX | $49.15 | $71.22 | +44.9% | V5.3 | | GFS | $47.80 | $47.33 | -1.0% | V5.3 | | LRCX | $246.49 | $310.53 | +26.0% | V5.3 | | MDB | $264.69 | $420.37 | +58.8% | V5.3 | | MRVL | $237.27 | $251.01 | +5.8% | V5.3 | | PSX | $198.29 | $240.00 | +21.0% | V5.3 | | PWR | $317.65 | $662.47 | +108.6% | V5.3 | | QCOM | $156.00 | $160.74 | +3.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月24日

盘前

盘前简报 — 2026-08-24

# 盘前简报 — 2026-08-24 ## 市场状态 **QQQ** $710.93 — 距SMA50 ($713.05) -0.3% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $981,370 | +881.4% | -22.7% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1234.31 | +102.0% | 4-Pool | | 0981.HK | $8.21 | $9.27 | +12.9% | 4-Pool | | 1347.HK | $12.06 | $14.38 | +19.2% | 4-Pool | | 2513.HK | $102.10 | $131.49 | +28.8% | 4-Pool | | APLD | $32.19 | $28.65 | -11.0% | 4-Pool | | APP | $433.51 | $308.77 | -28.8% | 4-Pool | | AVGO | $402.17 | $364.03 | -9.5% | 4-Pool | | CIEN | $67.36 | $392.48 | +482.7% | 4-Pool | | CIFR | $15.42 | $17.21 | +11.6% | 4-Pool | | GFS | $47.80 | $47.33 | -1.0% | 4-Pool | | LITE | $62.86 | $879.28 | +1298.8% | 4-Pool | | LRCX | $246.49 | $310.53 | +26.0% | 4-Pool | | MDB | $264.69 | $420.37 | +58.8% | 4-Pool | | MP | $57.36 | $55.04 | -4.0% | 4-Pool | | MU | $465.66 | $974.33 | +109.2% | 4-Pool | | NOK | $11.30 | $10.15 | -10.2% | 4-Pool | | PWR | $317.65 | $662.47 | +108.6% | 4-Pool | | TER | $107.65 | $383.15 | +255.9% | 4-Pool | | TSM | $365.90 | $416.00 | +13.7% | 4-Pool | | WULF | $18.05 | $16.45 | -8.9% | 4-Pool | | 000660.KS | $611.02 | $1234.31 | +102.0% | V5.3 | | 005930.KS | $138.98 | $197.81 | +42.3% | V5.3 | | AAPL | $308.63 | $311.30 | +0.9% | V5.3 | | ASML | $1421.05 | $1750.31 | +23.2% | V5.3 | | CIEN | $67.36 | $392.48 | +482.7% | V5.3 | | CIFR | $15.42 | $17.21 | +11.6% | V5.3 | | CRDO | $119.59 | $231.35 | +93.5% | V5.3 | | ETN | $438.23 | $415.29 | -5.2% | V5.3 | | FCX | $49.15 | $71.22 | +44.9% | V5.3 | | GFS | $47.80 | $47.33 | -1.0% | V5.3 | | LRCX | $246.49 | $310.53 | +26.0% | V5.3 | | MDB | $264.69 | $420.37 | +58.8% | V5.3 | | MRVL | $237.27 | $251.01 | +5.8% | V5.3 | | PSX | $198.29 | $240.00 | +21.0% | V5.3 | | PWR | $317.65 | $662.47 | +108.6% | V5.3 | | QCOM | $156.00 | $160.74 | +3.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月21日

盘后

盘后简报 — 2026-08-21

# 盘后简报 — 2026-08-21 ## 市场状态 **QQQ** $716.08 — 距SMA50 ($712.98) +0.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $984,633 | +884.6% | -22.4% | 16 | 1% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1094.89 | +79.2% | 4-Pool | | 0981.HK | $8.21 | $9.38 | +14.3% | 4-Pool | | 1347.HK | $12.06 | $14.61 | +21.2% | 4-Pool | | 2513.HK | $102.10 | $130.08 | +27.4% | 4-Pool | | APLD | $32.19 | $28.23 | -12.3% | 4-Pool | | APP | $433.51 | $310.79 | -28.3% | 4-Pool | | AVGO | $402.17 | $362.48 | -9.9% | 4-Pool | | CIEN | $67.36 | $399.47 | +493.0% | 4-Pool | | CIFR | $15.42 | $15.89 | +3.0% | 4-Pool | | GFS | $47.80 | $48.58 | +1.6% | 4-Pool | | LITE | $62.86 | $827.60 | +1216.6% | 4-Pool | | LRCX | $246.49 | $307.17 | +24.6% | 4-Pool | | MDB | $264.69 | $440.53 | +66.4% | 4-Pool | | MP | $57.36 | $56.68 | -1.2% | 4-Pool | | MU | $465.66 | $937.11 | +101.2% | 4-Pool | | NOK | $11.30 | $10.13 | -10.4% | 4-Pool | | PWR | $317.65 | $677.41 | +113.3% | 4-Pool | | TER | $107.65 | $379.65 | +252.7% | 4-Pool | | TSM | $365.90 | $412.09 | +12.6% | 4-Pool | | WULF | $18.05 | $15.50 | -14.1% | 4-Pool | | 000660.KS | $611.02 | $1094.89 | +79.2% | V5.3 | | 005930.KS | $138.98 | $180.66 | +30.0% | V5.3 | | AAPL | $308.63 | $316.83 | +2.7% | V5.3 | | ASML | $1421.05 | $1751.73 | +23.3% | V5.3 | | CIEN | $67.36 | $399.47 | +493.0% | V5.3 | | CIFR | $15.42 | $15.89 | +3.0% | V5.3 | | CRDO | $119.59 | $234.82 | +96.4% | V5.3 | | CSCO | $121.74 | $110.55 | -9.2% | V5.3 | | ETN | $438.23 | $424.67 | -3.1% | V5.3 | | FCX | $49.15 | $69.09 | +40.6% | V5.3 | | GFS | $47.80 | $48.58 | +1.6% | V5.3 | | LRCX | $246.49 | $307.17 | +24.6% | V5.3 | | MDB | $264.69 | $440.53 | +66.4% | V5.3 | | PSX | $198.29 | $242.29 | +22.2% | V5.3 | | PWR | $317.65 | $677.41 | +113.3% | V5.3 | | QCOM | $156.00 | $161.91 | +3.8% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月21日

盘前

盘前简报 — 2026-08-21

# 盘前简报 — 2026-08-21 ## 市场状态 **QQQ** $716.08 — 距SMA50 ($712.98) +0.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $984,633 | +884.6% | -22.4% | 16 | 1% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1094.89 | +79.2% | 4-Pool | | 0981.HK | $8.21 | $9.38 | +14.3% | 4-Pool | | 1347.HK | $12.06 | $14.61 | +21.2% | 4-Pool | | 2513.HK | $102.10 | $130.08 | +27.4% | 4-Pool | | APLD | $32.19 | $28.23 | -12.3% | 4-Pool | | APP | $433.51 | $310.79 | -28.3% | 4-Pool | | AVGO | $402.17 | $362.48 | -9.9% | 4-Pool | | CIEN | $67.36 | $399.47 | +493.0% | 4-Pool | | CIFR | $15.42 | $15.89 | +3.0% | 4-Pool | | GFS | $47.80 | $48.58 | +1.6% | 4-Pool | | LITE | $62.86 | $827.60 | +1216.6% | 4-Pool | | LRCX | $246.49 | $307.17 | +24.6% | 4-Pool | | MDB | $264.69 | $440.53 | +66.4% | 4-Pool | | MP | $57.36 | $56.68 | -1.2% | 4-Pool | | MU | $465.66 | $937.11 | +101.2% | 4-Pool | | NOK | $11.30 | $10.13 | -10.4% | 4-Pool | | PWR | $317.65 | $677.41 | +113.3% | 4-Pool | | TER | $107.65 | $379.65 | +252.7% | 4-Pool | | TSM | $365.90 | $412.09 | +12.6% | 4-Pool | | WULF | $18.05 | $15.50 | -14.1% | 4-Pool | | 000660.KS | $611.02 | $1094.89 | +79.2% | V5.3 | | 005930.KS | $138.98 | $180.66 | +30.0% | V5.3 | | AAPL | $308.63 | $316.83 | +2.7% | V5.3 | | ASML | $1421.05 | $1751.73 | +23.3% | V5.3 | | CIEN | $67.36 | $399.47 | +493.0% | V5.3 | | CIFR | $15.42 | $15.89 | +3.0% | V5.3 | | CRDO | $119.59 | $234.82 | +96.4% | V5.3 | | CSCO | $121.74 | $110.55 | -9.2% | V5.3 | | ETN | $438.23 | $424.67 | -3.1% | V5.3 | | FCX | $49.15 | $69.09 | +40.6% | V5.3 | | GFS | $47.80 | $48.58 | +1.6% | V5.3 | | LRCX | $246.49 | $307.17 | +24.6% | V5.3 | | MDB | $264.69 | $440.53 | +66.4% | V5.3 | | PSX | $198.29 | $242.29 | +22.2% | V5.3 | | PWR | $317.65 | $677.41 | +113.3% | V5.3 | | QCOM | $156.00 | $161.91 | +3.8% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月20日

盘后

盘后简报 — 2026-08-20

# 盘后简报 — 2026-08-20 ## 市场状态 **QQQ** $717.51 — 距SMA50 ($712.98) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,007,871 | +907.9% | -20.6% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1213.14 | +98.5% | 4-Pool | | 0981.HK | $8.21 | $9.75 | +18.8% | 4-Pool | | 1347.HK | $12.06 | $16.57 | +37.4% | 4-Pool | | 2513.HK | $102.10 | $134.06 | +31.3% | 4-Pool | | APLD | $32.19 | $28.51 | -11.4% | 4-Pool | | APP | $433.51 | $307.26 | -29.1% | 4-Pool | | AVGO | $402.17 | $380.00 | -5.5% | 4-Pool | | CIEN | $67.36 | $405.54 | +502.0% | 4-Pool | | CIFR | $15.42 | $16.09 | +4.4% | 4-Pool | | GFS | $47.80 | $49.90 | +4.4% | 4-Pool | | LITE | $62.86 | $873.31 | +1289.3% | 4-Pool | | LRCX | $246.49 | $327.92 | +33.0% | 4-Pool | | MDB | $264.69 | $434.62 | +64.2% | 4-Pool | | MP | $57.36 | $56.67 | -1.2% | 4-Pool | | MU | $465.66 | $940.76 | +102.0% | 4-Pool | | NOK | $11.30 | $10.39 | -8.1% | 4-Pool | | PWR | $317.65 | $696.15 | +119.2% | 4-Pool | | TER | $107.65 | $404.29 | +275.6% | 4-Pool | | TSM | $365.90 | $413.41 | +13.0% | 4-Pool | | WULF | $18.05 | $15.62 | -13.5% | 4-Pool | | 000660.KS | $611.02 | $1213.14 | +98.5% | V5.3 | | 005930.KS | $138.98 | $195.99 | +41.0% | V5.3 | | AAPL | $308.63 | $310.03 | +0.5% | V5.3 | | ASML | $1421.05 | $1802.98 | +26.9% | V5.3 | | CIEN | $67.36 | $405.54 | +502.0% | V5.3 | | CIFR | $15.42 | $16.09 | +4.4% | V5.3 | | CRDO | $119.59 | $245.97 | +105.7% | V5.3 | | CSCO | $121.74 | $111.61 | -8.3% | V5.3 | | ETN | $438.23 | $431.33 | -1.6% | V5.3 | | FCX | $49.15 | $66.32 | +34.9% | V5.3 | | GFS | $47.80 | $49.90 | +4.4% | V5.3 | | LRCX | $246.49 | $327.92 | +33.0% | V5.3 | | MDB | $264.69 | $434.62 | +64.2% | V5.3 | | PSX | $198.29 | $243.49 | +22.8% | V5.3 | | PWR | $317.65 | $696.15 | +119.2% | V5.3 | | QCOM | $156.00 | $160.19 | +2.7% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月20日

盘前

盘前简报 — 2026-08-20

# 盘前简报 — 2026-08-20 ## 市场状态 **QQQ** $717.51 — 距SMA50 ($712.98) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,007,871 | +907.9% | -20.6% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1213.14 | +98.5% | 4-Pool | | 0981.HK | $8.21 | $9.75 | +18.8% | 4-Pool | | 1347.HK | $12.06 | $16.57 | +37.4% | 4-Pool | | 2513.HK | $102.10 | $134.06 | +31.3% | 4-Pool | | APLD | $32.19 | $28.51 | -11.4% | 4-Pool | | APP | $433.51 | $307.26 | -29.1% | 4-Pool | | AVGO | $402.17 | $380.00 | -5.5% | 4-Pool | | CIEN | $67.36 | $405.54 | +502.0% | 4-Pool | | CIFR | $15.42 | $16.09 | +4.4% | 4-Pool | | GFS | $47.80 | $49.90 | +4.4% | 4-Pool | | LITE | $62.86 | $873.31 | +1289.3% | 4-Pool | | LRCX | $246.49 | $327.92 | +33.0% | 4-Pool | | MDB | $264.69 | $434.62 | +64.2% | 4-Pool | | MP | $57.36 | $56.67 | -1.2% | 4-Pool | | MU | $465.66 | $940.76 | +102.0% | 4-Pool | | NOK | $11.30 | $10.39 | -8.1% | 4-Pool | | PWR | $317.65 | $696.15 | +119.2% | 4-Pool | | TER | $107.65 | $404.29 | +275.6% | 4-Pool | | TSM | $365.90 | $413.41 | +13.0% | 4-Pool | | WULF | $18.05 | $15.62 | -13.5% | 4-Pool | | 000660.KS | $611.02 | $1213.14 | +98.5% | V5.3 | | 005930.KS | $138.98 | $195.99 | +41.0% | V5.3 | | AAPL | $308.63 | $310.03 | +0.5% | V5.3 | | ASML | $1421.05 | $1802.98 | +26.9% | V5.3 | | CIEN | $67.36 | $405.54 | +502.0% | V5.3 | | CIFR | $15.42 | $16.09 | +4.4% | V5.3 | | CRDO | $119.59 | $245.97 | +105.7% | V5.3 | | CSCO | $121.74 | $111.61 | -8.3% | V5.3 | | ETN | $438.23 | $431.33 | -1.6% | V5.3 | | FCX | $49.15 | $66.32 | +34.9% | V5.3 | | GFS | $47.80 | $49.90 | +4.4% | V5.3 | | LRCX | $246.49 | $327.92 | +33.0% | V5.3 | | MDB | $264.69 | $434.62 | +64.2% | V5.3 | | PSX | $198.29 | $243.49 | +22.8% | V5.3 | | PWR | $317.65 | $696.15 | +119.2% | V5.3 | | QCOM | $156.00 | $160.19 | +2.7% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月19日

盘后

盘后简报 — 2026-08-19

# 盘后简报 — 2026-08-19 ## 市场状态 **QQQ** $729.87 — 距SMA50 ($712.74) +2.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,062,134 | +962.1% | -16.3% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1200.73 | +96.5% | 4-Pool | | 0981.HK | $8.21 | $9.66 | +17.7% | 4-Pool | | 1347.HK | $12.06 | $17.98 | +49.1% | 4-Pool | | 2513.HK | $102.10 | $154.63 | +51.4% | 4-Pool | | APLD | $32.19 | $31.18 | -3.1% | 4-Pool | | APP | $433.51 | $311.98 | -28.0% | 4-Pool | | AVGO | $402.17 | $392.43 | -2.4% | 4-Pool | | CIEN | $67.36 | $445.18 | +560.9% | 4-Pool | | CIFR | $15.42 | $18.50 | +20.0% | 4-Pool | | GFS | $47.80 | $53.44 | +11.8% | 4-Pool | | LITE | $62.86 | $968.90 | +1441.4% | 4-Pool | | LRCX | $246.49 | $343.84 | +39.5% | 4-Pool | | MDB | $264.69 | $438.70 | +65.7% | 4-Pool | | MP | $57.36 | $58.51 | +2.0% | 4-Pool | | MU | $465.66 | $1011.75 | +117.3% | 4-Pool | | NOK | $11.30 | $10.78 | -4.6% | 4-Pool | | PWR | $317.65 | $722.31 | +127.4% | 4-Pool | | TER | $107.65 | $443.14 | +311.6% | 4-Pool | | TSM | $365.90 | $430.97 | +17.8% | 4-Pool | | WULF | $18.05 | $17.60 | -2.5% | 4-Pool | | 000660.KS | $611.02 | $1200.73 | +96.5% | V5.3 | | 005930.KS | $138.98 | $200.36 | +44.2% | V5.3 | | AAPL | $308.63 | $305.59 | -1.0% | V5.3 | | ASML | $1421.05 | $1883.12 | +32.5% | V5.3 | | CIEN | $67.36 | $445.18 | +560.9% | V5.3 | | CIFR | $15.42 | $18.50 | +20.0% | V5.3 | | CRDO | $119.59 | $282.82 | +136.5% | V5.3 | | CSCO | $121.74 | $112.90 | -7.3% | V5.3 | | ETN | $438.23 | $455.40 | +3.9% | V5.3 | | FCX | $49.15 | $68.38 | +39.1% | V5.3 | | GFS | $47.80 | $53.44 | +11.8% | V5.3 | | LRCX | $246.49 | $343.84 | +39.5% | V5.3 | | MDB | $264.69 | $438.70 | +65.7% | V5.3 | | PSX | $198.29 | $240.55 | +21.3% | V5.3 | | PWR | $317.65 | $722.31 | +127.4% | V5.3 | | QCOM | $156.00 | $162.18 | +4.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月19日

盘前

盘前简报 — 2026-08-19

# 盘前简报 — 2026-08-19 ## 市场状态 **QQQ** $729.87 — 距SMA50 ($712.74) +2.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,062,134 | +962.1% | -16.3% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1200.73 | +96.5% | 4-Pool | | 0981.HK | $8.21 | $9.66 | +17.7% | 4-Pool | | 1347.HK | $12.06 | $17.98 | +49.1% | 4-Pool | | 2513.HK | $102.10 | $154.63 | +51.4% | 4-Pool | | APLD | $32.19 | $31.18 | -3.1% | 4-Pool | | APP | $433.51 | $311.98 | -28.0% | 4-Pool | | AVGO | $402.17 | $392.43 | -2.4% | 4-Pool | | CIEN | $67.36 | $445.18 | +560.9% | 4-Pool | | CIFR | $15.42 | $18.50 | +20.0% | 4-Pool | | GFS | $47.80 | $53.44 | +11.8% | 4-Pool | | LITE | $62.86 | $968.90 | +1441.4% | 4-Pool | | LRCX | $246.49 | $343.84 | +39.5% | 4-Pool | | MDB | $264.69 | $438.70 | +65.7% | 4-Pool | | MP | $57.36 | $58.51 | +2.0% | 4-Pool | | MU | $465.66 | $1011.75 | +117.3% | 4-Pool | | NOK | $11.30 | $10.78 | -4.6% | 4-Pool | | PWR | $317.65 | $722.31 | +127.4% | 4-Pool | | TER | $107.65 | $443.14 | +311.6% | 4-Pool | | TSM | $365.90 | $430.97 | +17.8% | 4-Pool | | WULF | $18.05 | $17.60 | -2.5% | 4-Pool | | 000660.KS | $611.02 | $1200.73 | +96.5% | V5.3 | | 005930.KS | $138.98 | $200.36 | +44.2% | V5.3 | | AAPL | $308.63 | $305.59 | -1.0% | V5.3 | | ASML | $1421.05 | $1883.12 | +32.5% | V5.3 | | CIEN | $67.36 | $445.18 | +560.9% | V5.3 | | CIFR | $15.42 | $18.50 | +20.0% | V5.3 | | CRDO | $119.59 | $282.82 | +136.5% | V5.3 | | CSCO | $121.74 | $112.90 | -7.3% | V5.3 | | ETN | $438.23 | $455.40 | +3.9% | V5.3 | | FCX | $49.15 | $68.38 | +39.1% | V5.3 | | GFS | $47.80 | $53.44 | +11.8% | V5.3 | | LRCX | $246.49 | $343.84 | +39.5% | V5.3 | | MDB | $264.69 | $438.70 | +65.7% | V5.3 | | PSX | $198.29 | $240.55 | +21.3% | V5.3 | | PWR | $317.65 | $722.31 | +127.4% | V5.3 | | QCOM | $156.00 | $162.18 | +4.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月18日

盘后

盘后简报 — 2026-08-18

# 盘后简报 — 2026-08-18 ## 市场状态 **QQQ** $731.07 — 距SMA50 ($712.95) +2.5% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,032,718 | +932.7% | -18.6% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1200.73 | +96.5% | 4-Pool | | 0981.HK | $8.21 | $9.10 | +10.9% | 4-Pool | | 1347.HK | $12.06 | $16.74 | +38.7% | 4-Pool | | 2513.HK | $102.10 | $163.24 | +59.9% | 4-Pool | | APLD | $32.19 | $31.20 | -3.1% | 4-Pool | | APP | $433.51 | $315.44 | -27.2% | 4-Pool | | AVGO | $402.17 | $392.99 | -2.3% | 4-Pool | | CIEN | $67.36 | $428.77 | +536.5% | 4-Pool | | CIFR | $15.42 | $17.86 | +15.8% | 4-Pool | | GFS | $47.80 | $54.58 | +14.2% | 4-Pool | | LITE | $62.86 | $926.14 | +1373.3% | 4-Pool | | LRCX | $246.49 | $332.36 | +34.8% | 4-Pool | | MDB | $264.69 | $460.33 | +73.9% | 4-Pool | | MP | $57.36 | $58.74 | +2.4% | 4-Pool | | MU | $465.66 | $971.66 | +108.7% | 4-Pool | | NOK | $11.30 | $10.76 | -4.8% | 4-Pool | | PWR | $317.65 | $685.78 | +115.9% | 4-Pool | | TER | $107.65 | $418.79 | +289.0% | 4-Pool | | TSM | $365.90 | $426.35 | +16.5% | 4-Pool | | WULF | $18.05 | $17.38 | -3.7% | 4-Pool | | 000660.KS | $611.02 | $1200.73 | +96.5% | V5.3 | | 005930.KS | $138.98 | $200.36 | +44.2% | V5.3 | | AAPL | $308.63 | $305.93 | -0.9% | V5.3 | | ASML | $1421.05 | $1844.08 | +29.8% | V5.3 | | CIEN | $67.36 | $428.77 | +536.5% | V5.3 | | CIFR | $15.42 | $17.86 | +15.8% | V5.3 | | CRDO | $119.59 | $259.90 | +117.3% | V5.3 | | CSCO | $121.74 | $111.68 | -8.3% | V5.3 | | ETN | $438.23 | $451.51 | +3.0% | V5.3 | | FCX | $49.15 | $66.49 | +35.3% | V5.3 | | GFS | $47.80 | $54.58 | +14.2% | V5.3 | | LRCX | $246.49 | $332.36 | +34.8% | V5.3 | | MDB | $264.69 | $460.33 | +73.9% | V5.3 | | PSX | $198.29 | $233.61 | +17.8% | V5.3 | | PWR | $317.65 | $685.78 | +115.9% | V5.3 | | QCOM | $156.00 | $165.79 | +6.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月18日

盘前

盘前简报 — 2026-08-18

# 盘前简报 — 2026-08-18 ## 市场状态 **QQQ** $731.07 — 距SMA50 ($712.95) +2.5% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,032,718 | +932.7% | -18.6% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1200.73 | +96.5% | 4-Pool | | 0981.HK | $8.21 | $9.10 | +10.9% | 4-Pool | | 1347.HK | $12.06 | $16.74 | +38.7% | 4-Pool | | 2513.HK | $102.10 | $163.24 | +59.9% | 4-Pool | | APLD | $32.19 | $31.20 | -3.1% | 4-Pool | | APP | $433.51 | $315.44 | -27.2% | 4-Pool | | AVGO | $402.17 | $392.99 | -2.3% | 4-Pool | | CIEN | $67.36 | $428.77 | +536.5% | 4-Pool | | CIFR | $15.42 | $17.86 | +15.8% | 4-Pool | | GFS | $47.80 | $54.58 | +14.2% | 4-Pool | | LITE | $62.86 | $926.14 | +1373.3% | 4-Pool | | LRCX | $246.49 | $332.36 | +34.8% | 4-Pool | | MDB | $264.69 | $460.33 | +73.9% | 4-Pool | | MP | $57.36 | $58.74 | +2.4% | 4-Pool | | MU | $465.66 | $971.66 | +108.7% | 4-Pool | | NOK | $11.30 | $10.76 | -4.8% | 4-Pool | | PWR | $317.65 | $685.78 | +115.9% | 4-Pool | | TER | $107.65 | $418.79 | +289.0% | 4-Pool | | TSM | $365.90 | $426.35 | +16.5% | 4-Pool | | WULF | $18.05 | $17.38 | -3.7% | 4-Pool | | 000660.KS | $611.02 | $1200.73 | +96.5% | V5.3 | | 005930.KS | $138.98 | $200.36 | +44.2% | V5.3 | | AAPL | $308.63 | $305.93 | -0.9% | V5.3 | | ASML | $1421.05 | $1844.08 | +29.8% | V5.3 | | CIEN | $67.36 | $428.77 | +536.5% | V5.3 | | CIFR | $15.42 | $17.86 | +15.8% | V5.3 | | CRDO | $119.59 | $259.90 | +117.3% | V5.3 | | CSCO | $121.74 | $111.68 | -8.3% | V5.3 | | ETN | $438.23 | $451.51 | +3.0% | V5.3 | | FCX | $49.15 | $66.49 | +35.3% | V5.3 | | GFS | $47.80 | $54.58 | +14.2% | V5.3 | | LRCX | $246.49 | $332.36 | +34.8% | V5.3 | | MDB | $264.69 | $460.33 | +73.9% | V5.3 | | PSX | $198.29 | $233.61 | +17.8% | V5.3 | | PWR | $317.65 | $685.78 | +115.9% | V5.3 | | QCOM | $156.00 | $165.79 | +6.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月17日

盘后

盘后简报 — 2026-08-17

# 盘后简报 — 2026-08-17 ## 市场状态 **QQQ** $732.07 — 距SMA50 ($713.21) +2.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,036,755 | +936.8% | -18.3% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1162.77 | +90.3% | 4-Pool | | 0981.HK | $8.21 | $8.68 | +5.8% | 4-Pool | | 1347.HK | $12.06 | $18.92 | +56.8% | 4-Pool | | 2513.HK | $102.10 | $169.28 | +65.8% | 4-Pool | | APLD | $32.19 | $30.62 | -4.9% | 4-Pool | | APP | $433.51 | $312.67 | -27.9% | 4-Pool | | AVGO | $402.17 | $417.82 | +3.9% | 4-Pool | | CIEN | $67.36 | $442.79 | +557.3% | 4-Pool | | CIFR | $15.42 | $16.62 | +7.8% | 4-Pool | | GFS | $47.80 | $52.69 | +10.2% | 4-Pool | | LITE | $62.86 | $880.41 | +1300.6% | 4-Pool | | LRCX | $246.49 | $337.01 | +36.7% | 4-Pool | | MDB | $264.69 | $472.29 | +78.4% | 4-Pool | | MP | $57.36 | $55.66 | -3.0% | 4-Pool | | MU | $465.66 | $949.83 | +104.0% | 4-Pool | | NOK | $11.30 | $10.56 | -6.5% | 4-Pool | | PWR | $317.65 | $672.78 | +111.8% | 4-Pool | | TER | $107.65 | $410.52 | +281.3% | 4-Pool | | TSM | $365.90 | $430.49 | +17.7% | 4-Pool | | WULF | $18.05 | $16.31 | -9.6% | 4-Pool | | 000660.KS | $611.02 | $1162.77 | +90.3% | V5.3 | | 005930.KS | $138.98 | $195.62 | +40.7% | V5.3 | | AAPL | $308.63 | $305.26 | -1.1% | V5.3 | | ASML | $1421.05 | $1847.90 | +30.0% | V5.3 | | CIEN | $67.36 | $442.79 | +557.3% | V5.3 | | CIFR | $15.42 | $16.62 | +7.8% | V5.3 | | CRDO | $119.59 | $265.99 | +122.4% | V5.3 | | CSCO | $121.74 | $113.47 | -6.8% | V5.3 | | ETN | $438.23 | $453.33 | +3.4% | V5.3 | | FCX | $49.15 | $66.83 | +36.0% | V5.3 | | GFS | $47.80 | $52.69 | +10.2% | V5.3 | | LRCX | $246.49 | $337.01 | +36.7% | V5.3 | | MDB | $264.69 | $472.29 | +78.4% | V5.3 | | PSX | $198.29 | $232.61 | +17.3% | V5.3 | | PWR | $317.65 | $672.78 | +111.8% | V5.3 | | QCOM | $156.00 | $164.79 | +5.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月17日

盘前

盘前简报 — 2026-08-17

# 盘前简报 — 2026-08-17 ## 市场状态 **QQQ** $732.07 — 距SMA50 ($713.21) +2.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,036,755 | +936.8% | -18.3% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1162.77 | +90.3% | 4-Pool | | 0981.HK | $8.21 | $8.68 | +5.8% | 4-Pool | | 1347.HK | $12.06 | $18.92 | +56.8% | 4-Pool | | 2513.HK | $102.10 | $169.28 | +65.8% | 4-Pool | | APLD | $32.19 | $30.62 | -4.9% | 4-Pool | | APP | $433.51 | $312.67 | -27.9% | 4-Pool | | AVGO | $402.17 | $417.82 | +3.9% | 4-Pool | | CIEN | $67.36 | $442.79 | +557.3% | 4-Pool | | CIFR | $15.42 | $16.62 | +7.8% | 4-Pool | | GFS | $47.80 | $52.69 | +10.2% | 4-Pool | | LITE | $62.86 | $880.41 | +1300.6% | 4-Pool | | LRCX | $246.49 | $337.01 | +36.7% | 4-Pool | | MDB | $264.69 | $472.29 | +78.4% | 4-Pool | | MP | $57.36 | $55.66 | -3.0% | 4-Pool | | MU | $465.66 | $949.83 | +104.0% | 4-Pool | | NOK | $11.30 | $10.56 | -6.5% | 4-Pool | | PWR | $317.65 | $672.78 | +111.8% | 4-Pool | | TER | $107.65 | $410.52 | +281.3% | 4-Pool | | TSM | $365.90 | $430.49 | +17.7% | 4-Pool | | WULF | $18.05 | $16.31 | -9.6% | 4-Pool | | 000660.KS | $611.02 | $1162.77 | +90.3% | V5.3 | | 005930.KS | $138.98 | $195.62 | +40.7% | V5.3 | | AAPL | $308.63 | $305.26 | -1.1% | V5.3 | | ASML | $1421.05 | $1847.90 | +30.0% | V5.3 | | CIEN | $67.36 | $442.79 | +557.3% | V5.3 | | CIFR | $15.42 | $16.62 | +7.8% | V5.3 | | CRDO | $119.59 | $265.99 | +122.4% | V5.3 | | CSCO | $121.74 | $113.47 | -6.8% | V5.3 | | ETN | $438.23 | $453.33 | +3.4% | V5.3 | | FCX | $49.15 | $66.83 | +36.0% | V5.3 | | GFS | $47.80 | $52.69 | +10.2% | V5.3 | | LRCX | $246.49 | $337.01 | +36.7% | V5.3 | | MDB | $264.69 | $472.29 | +78.4% | V5.3 | | PSX | $198.29 | $232.61 | +17.3% | V5.3 | | PWR | $317.65 | $672.78 | +111.8% | V5.3 | | QCOM | $156.00 | $164.79 | +5.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月14日

盘后

盘后简报 — 2026-08-14

# 盘后简报 — 2026-08-14 ## 市场状态 **QQQ** $723.70 — 距SMA50 ($713.49) +1.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,021,743 | +921.7% | -19.5% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1097.81 | +79.7% | 4-Pool | | 0981.HK | $8.21 | $8.66 | +5.6% | 4-Pool | | 1347.HK | $12.06 | $18.35 | +52.2% | 4-Pool | | 2513.HK | $102.10 | $155.27 | +52.1% | 4-Pool | | APLD | $32.19 | $31.15 | -3.2% | 4-Pool | | APP | $433.51 | $303.76 | -29.9% | 4-Pool | | AVGO | $402.17 | $416.05 | +3.5% | 4-Pool | | CIEN | $67.36 | $432.05 | +541.4% | 4-Pool | | CIFR | $15.42 | $17.87 | +15.9% | 4-Pool | | GFS | $47.80 | $53.18 | +11.3% | 4-Pool | | LITE | $62.86 | $932.47 | +1383.4% | 4-Pool | | LRCX | $246.49 | $326.11 | +32.3% | 4-Pool | | MDB | $264.69 | $437.83 | +65.4% | 4-Pool | | MP | $57.36 | $54.11 | -5.7% | 4-Pool | | MU | $465.66 | $911.29 | +95.7% | 4-Pool | | NOK | $11.30 | $10.32 | -8.7% | 4-Pool | | PWR | $317.65 | $678.02 | +113.4% | 4-Pool | | TER | $107.65 | $402.74 | +274.1% | 4-Pool | | TSM | $365.90 | $429.15 | +17.3% | 4-Pool | | WULF | $18.05 | $17.19 | -4.8% | 4-Pool | | 000660.KS | $611.02 | $1097.81 | +79.7% | V5.3 | | 005930.KS | $138.98 | $186.50 | +34.2% | V5.3 | | AAPL | $308.63 | $302.25 | -2.1% | V5.3 | | ASML | $1421.05 | $1810.07 | +27.4% | V5.3 | | CIEN | $67.36 | $432.05 | +541.4% | V5.3 | | CIFR | $15.42 | $17.87 | +15.9% | V5.3 | | CRDO | $119.59 | $268.16 | +124.2% | V5.3 | | CSCO | $121.74 | $123.88 | +1.8% | V5.3 | | ETN | $438.23 | $459.96 | +5.0% | V5.3 | | FCX | $49.15 | $69.22 | +40.8% | V5.3 | | GFS | $47.80 | $53.18 | +11.3% | V5.3 | | LRCX | $246.49 | $326.11 | +32.3% | V5.3 | | MDB | $264.69 | $437.83 | +65.4% | V5.3 | | PSX | $198.29 | $225.58 | +13.8% | V5.3 | | PWR | $317.65 | $678.02 | +113.4% | V5.3 | | QCOM | $156.00 | $163.07 | +4.5% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月14日

盘前

盘前简报 — 2026-08-14

# 盘前简报 — 2026-08-14 ## 市场状态 **QQQ** $723.70 — 距SMA50 ($713.49) +1.4% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $1,021,743 | +921.7% | -19.5% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1097.81 | +79.7% | 4-Pool | | 0981.HK | $8.21 | $8.66 | +5.6% | 4-Pool | | 1347.HK | $12.06 | $18.35 | +52.2% | 4-Pool | | 2513.HK | $102.10 | $155.27 | +52.1% | 4-Pool | | APLD | $32.19 | $31.15 | -3.2% | 4-Pool | | APP | $433.51 | $303.76 | -29.9% | 4-Pool | | AVGO | $402.17 | $416.05 | +3.5% | 4-Pool | | CIEN | $67.36 | $432.05 | +541.4% | 4-Pool | | CIFR | $15.42 | $17.87 | +15.9% | 4-Pool | | GFS | $47.80 | $53.18 | +11.3% | 4-Pool | | LITE | $62.86 | $932.47 | +1383.4% | 4-Pool | | LRCX | $246.49 | $326.11 | +32.3% | 4-Pool | | MDB | $264.69 | $437.83 | +65.4% | 4-Pool | | MP | $57.36 | $54.11 | -5.7% | 4-Pool | | MU | $465.66 | $911.29 | +95.7% | 4-Pool | | NOK | $11.30 | $10.32 | -8.7% | 4-Pool | | PWR | $317.65 | $678.02 | +113.4% | 4-Pool | | TER | $107.65 | $402.74 | +274.1% | 4-Pool | | TSM | $365.90 | $429.15 | +17.3% | 4-Pool | | WULF | $18.05 | $17.19 | -4.8% | 4-Pool | | 000660.KS | $611.02 | $1097.81 | +79.7% | V5.3 | | 005930.KS | $138.98 | $186.50 | +34.2% | V5.3 | | AAPL | $308.63 | $302.25 | -2.1% | V5.3 | | ASML | $1421.05 | $1810.07 | +27.4% | V5.3 | | CIEN | $67.36 | $432.05 | +541.4% | V5.3 | | CIFR | $15.42 | $17.87 | +15.9% | V5.3 | | CRDO | $119.59 | $268.16 | +124.2% | V5.3 | | CSCO | $121.74 | $123.88 | +1.8% | V5.3 | | ETN | $438.23 | $459.96 | +5.0% | V5.3 | | FCX | $49.15 | $69.22 | +40.8% | V5.3 | | GFS | $47.80 | $53.18 | +11.3% | V5.3 | | LRCX | $246.49 | $326.11 | +32.3% | V5.3 | | MDB | $264.69 | $437.83 | +65.4% | V5.3 | | PSX | $198.29 | $225.58 | +13.8% | V5.3 | | PWR | $317.65 | $678.02 | +113.4% | V5.3 | | QCOM | $156.00 | $163.07 | +4.5% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月13日

盘后

盘后简报 — 2026-08-13

# 盘后简报 — 2026-08-13 ## 市场状态 **QQQ** $718.45 — 距SMA50 ($713.88) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $977,961 | +878.0% | -22.9% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1040.15 | +70.2% | 4-Pool | | 0981.HK | $8.21 | $8.39 | +2.3% | 4-Pool | | 1347.HK | $12.06 | $17.13 | +42.0% | 4-Pool | | 2513.HK | $102.10 | $153.21 | +50.1% | 4-Pool | | APLD | $32.19 | $29.69 | -7.8% | 4-Pool | | APP | $433.51 | $318.68 | -26.5% | 4-Pool | | AVGO | $402.17 | $416.08 | +3.5% | 4-Pool | | CIEN | $67.36 | $387.53 | +475.3% | 4-Pool | | CIFR | $15.42 | $17.21 | +11.6% | 4-Pool | | GFS | $47.80 | $50.82 | +6.3% | 4-Pool | | LITE | $62.86 | $820.59 | +1205.4% | 4-Pool | | LRCX | $246.49 | $311.41 | +26.3% | 4-Pool | | MDB | $264.69 | $439.16 | +65.9% | 4-Pool | | MP | $57.36 | $55.24 | -3.7% | 4-Pool | | MU | $465.66 | $868.52 | +86.5% | 4-Pool | | NOK | $11.30 | $9.44 | -16.5% | 4-Pool | | PWR | $317.65 | $670.58 | +111.1% | 4-Pool | | TER | $107.65 | $379.56 | +252.6% | 4-Pool | | TSM | $365.90 | $422.06 | +15.3% | 4-Pool | | WULF | $18.05 | $16.75 | -7.2% | 4-Pool | | 000660.KS | $611.02 | $1040.15 | +70.2% | V5.3 | | 005930.KS | $138.98 | $174.82 | +25.8% | V5.3 | | AAPL | $308.63 | $304.91 | -1.2% | V5.3 | | ASML | $1421.05 | $1799.38 | +26.6% | V5.3 | | CIEN | $67.36 | $387.53 | +475.3% | V5.3 | | CIFR | $15.42 | $17.21 | +11.6% | V5.3 | | CRDO | $119.59 | $247.69 | +107.1% | V5.3 | | CSCO | $121.74 | $120.43 | -1.1% | V5.3 | | ETN | $438.23 | $459.29 | +4.8% | V5.3 | | FCX | $49.15 | $68.87 | +40.1% | V5.3 | | GFS | $47.80 | $50.82 | +6.3% | V5.3 | | LRCX | $246.49 | $311.41 | +26.3% | V5.3 | | MDB | $264.69 | $439.16 | +65.9% | V5.3 | | PSX | $198.29 | $224.36 | +13.1% | V5.3 | | PWR | $317.65 | $670.58 | +111.1% | V5.3 | | QCOM | $156.00 | $162.68 | +4.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月13日

盘前

盘前简报 — 2026-08-13

# 盘前简报 — 2026-08-13 ## 市场状态 **QQQ** $718.45 — 距SMA50 ($713.88) +0.6% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $977,961 | +878.0% | -22.9% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1040.15 | +70.2% | 4-Pool | | 0981.HK | $8.21 | $8.39 | +2.3% | 4-Pool | | 1347.HK | $12.06 | $17.13 | +42.0% | 4-Pool | | 2513.HK | $102.10 | $153.21 | +50.1% | 4-Pool | | APLD | $32.19 | $29.69 | -7.8% | 4-Pool | | APP | $433.51 | $318.68 | -26.5% | 4-Pool | | AVGO | $402.17 | $416.08 | +3.5% | 4-Pool | | CIEN | $67.36 | $387.53 | +475.3% | 4-Pool | | CIFR | $15.42 | $17.21 | +11.6% | 4-Pool | | GFS | $47.80 | $50.82 | +6.3% | 4-Pool | | LITE | $62.86 | $820.59 | +1205.4% | 4-Pool | | LRCX | $246.49 | $311.41 | +26.3% | 4-Pool | | MDB | $264.69 | $439.16 | +65.9% | 4-Pool | | MP | $57.36 | $55.24 | -3.7% | 4-Pool | | MU | $465.66 | $868.52 | +86.5% | 4-Pool | | NOK | $11.30 | $9.44 | -16.5% | 4-Pool | | PWR | $317.65 | $670.58 | +111.1% | 4-Pool | | TER | $107.65 | $379.56 | +252.6% | 4-Pool | | TSM | $365.90 | $422.06 | +15.3% | 4-Pool | | WULF | $18.05 | $16.75 | -7.2% | 4-Pool | | 000660.KS | $611.02 | $1040.15 | +70.2% | V5.3 | | 005930.KS | $138.98 | $174.82 | +25.8% | V5.3 | | AAPL | $308.63 | $304.91 | -1.2% | V5.3 | | ASML | $1421.05 | $1799.38 | +26.6% | V5.3 | | CIEN | $67.36 | $387.53 | +475.3% | V5.3 | | CIFR | $15.42 | $17.21 | +11.6% | V5.3 | | CRDO | $119.59 | $247.69 | +107.1% | V5.3 | | CSCO | $121.74 | $120.43 | -1.1% | V5.3 | | ETN | $438.23 | $459.29 | +4.8% | V5.3 | | FCX | $49.15 | $68.87 | +40.1% | V5.3 | | GFS | $47.80 | $50.82 | +6.3% | V5.3 | | LRCX | $246.49 | $311.41 | +26.3% | V5.3 | | MDB | $264.69 | $439.16 | +65.9% | V5.3 | | PSX | $198.29 | $224.36 | +13.1% | V5.3 | | PWR | $317.65 | $670.58 | +111.1% | V5.3 | | QCOM | $156.00 | $162.68 | +4.3% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月12日

盘后

盘后简报 — 2026-08-12

# 盘后简报 — 2026-08-12 ## 市场状态 **QQQ** $720.87 — 距SMA50 ($714.27) +0.9% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $965,064 | +865.1% | -23.9% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1036.50 | +69.6% | 4-Pool | | 0981.HK | $8.21 | $8.51 | +3.7% | 4-Pool | | 1347.HK | $12.06 | $17.67 | +46.5% | 4-Pool | | 2513.HK | $102.10 | $160.93 | +57.6% | 4-Pool | | APLD | $32.19 | $29.06 | -9.7% | 4-Pool | | APP | $433.51 | $339.00 | -21.8% | 4-Pool | | AVGO | $402.17 | $422.40 | +5.0% | 4-Pool | | CIEN | $67.36 | $387.70 | +475.6% | 4-Pool | | CIFR | $15.42 | $16.33 | +5.9% | 4-Pool | | GFS | $47.80 | $50.05 | +4.7% | 4-Pool | | LITE | $62.86 | $813.51 | +1194.2% | 4-Pool | | LRCX | $246.49 | $306.40 | +24.3% | 4-Pool | | MDB | $264.69 | $416.67 | +57.4% | 4-Pool | | MP | $57.36 | $54.66 | -4.7% | 4-Pool | | MU | $465.66 | $861.00 | +84.9% | 4-Pool | | NOK | $11.30 | $9.13 | -19.2% | 4-Pool | | PWR | $317.65 | $660.86 | +108.0% | 4-Pool | | TER | $107.65 | $365.10 | +239.2% | 4-Pool | | TSM | $365.90 | $418.47 | +14.4% | 4-Pool | | WULF | $18.05 | $16.20 | -10.2% | 4-Pool | | 000660.KS | $611.02 | $1036.50 | +69.6% | V5.3 | | 005930.KS | $138.98 | $167.88 | +20.8% | V5.3 | | AAPL | $308.63 | $308.26 | -0.1% | V5.3 | | ASML | $1421.05 | $1733.48 | +22.0% | V5.3 | | CIEN | $67.36 | $387.70 | +475.6% | V5.3 | | CIFR | $15.42 | $16.33 | +5.9% | V5.3 | | CRDO | $119.59 | $239.94 | +100.6% | V5.3 | | CSCO | $121.74 | $122.57 | +0.7% | V5.3 | | ETN | $438.23 | $444.96 | +1.5% | V5.3 | | FCX | $49.15 | $70.51 | +43.5% | V5.3 | | GFS | $47.80 | $50.05 | +4.7% | V5.3 | | LRCX | $246.49 | $306.40 | +24.3% | V5.3 | | MDB | $264.69 | $416.67 | +57.4% | V5.3 | | PSX | $198.29 | $215.52 | +8.7% | V5.3 | | PWR | $317.65 | $660.86 | +108.0% | V5.3 | | QCOM | $156.00 | $162.17 | +4.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

2026年8月12日

盘前

盘前简报 — 2026-08-12

# 盘前简报 — 2026-08-12 ## 市场状态 **QQQ** $720.87 — 距SMA50 ($714.27) +0.9% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $965,064 | +865.1% | -23.9% | 16 | 0% | ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1036.50 | +69.6% | 4-Pool | | 0981.HK | $8.21 | $8.51 | +3.7% | 4-Pool | | 1347.HK | $12.06 | $17.67 | +46.5% | 4-Pool | | 2513.HK | $102.10 | $160.93 | +57.6% | 4-Pool | | APLD | $32.19 | $29.06 | -9.7% | 4-Pool | | APP | $433.51 | $339.00 | -21.8% | 4-Pool | | AVGO | $402.17 | $422.40 | +5.0% | 4-Pool | | CIEN | $67.36 | $387.70 | +475.6% | 4-Pool | | CIFR | $15.42 | $16.33 | +5.9% | 4-Pool | | GFS | $47.80 | $50.05 | +4.7% | 4-Pool | | LITE | $62.86 | $813.51 | +1194.2% | 4-Pool | | LRCX | $246.49 | $306.40 | +24.3% | 4-Pool | | MDB | $264.69 | $416.67 | +57.4% | 4-Pool | | MP | $57.36 | $54.66 | -4.7% | 4-Pool | | MU | $465.66 | $861.00 | +84.9% | 4-Pool | | NOK | $11.30 | $9.13 | -19.2% | 4-Pool | | PWR | $317.65 | $660.86 | +108.0% | 4-Pool | | TER | $107.65 | $365.10 | +239.2% | 4-Pool | | TSM | $365.90 | $418.47 | +14.4% | 4-Pool | | WULF | $18.05 | $16.20 | -10.2% | 4-Pool | | 000660.KS | $611.02 | $1036.50 | +69.6% | V5.3 | | 005930.KS | $138.98 | $167.88 | +20.8% | V5.3 | | AAPL | $308.63 | $308.26 | -0.1% | V5.3 | | ASML | $1421.05 | $1733.48 | +22.0% | V5.3 | | CIEN | $67.36 | $387.70 | +475.6% | V5.3 | | CIFR | $15.42 | $16.33 | +5.9% | V5.3 | | CRDO | $119.59 | $239.94 | +100.6% | V5.3 | | CSCO | $121.74 | $122.57 | +0.7% | V5.3 | | ETN | $438.23 | $444.96 | +1.5% | V5.3 | | FCX | $49.15 | $70.51 | +43.5% | V5.3 | | GFS | $47.80 | $50.05 | +4.7% | V5.3 | | LRCX | $246.49 | $306.40 | +24.3% | V5.3 | | MDB | $264.69 | $416.67 | +57.4% | V5.3 | | PSX | $198.29 | $215.52 | +8.7% | V5.3 | | PWR | $317.65 | $660.86 | +108.0% | V5.3 | | QCOM | $156.00 | $162.17 | +4.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年8月11日

盘后

盘后简报 — 2026-08-11

# 盘后简报 — 2026-08-11 ## 市场状态 **QQQ** $723.03 — 距SMA50 ($714.57) +1.2% · 风险偏好 ✅ ## 投资组合 | 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 | |----------|-------|--------|----|-----------|------| | **4-Pool** | $1,947,942 | +1847.9% | -2.0% | 20 | 0% | | **V5.3** | $989,060 | +889.1% | -22.1% | 16 | 0% | ## 今日交易 _今日无交易。_ ## 突破信号 _今日无突破信号。_ __section_options_radar 部分不可用。_ ## 持仓 | 代码 | 入场价 | 现价 | 盈亏% | 策略 | |--------|-------|---------|-------|----------| | 000660.KS | $611.02 | $1037.96 | +69.9% | 4-Pool | | 0981.HK | $8.21 | $8.60 | +4.8% | 4-Pool | | 1347.HK | $12.06 | $18.15 | +50.5% | 4-Pool | | 2513.HK | $102.10 | $160.15 | +56.9% | 4-Pool | | APLD | $32.19 | $29.22 | -9.2% | 4-Pool | | APP | $433.51 | $346.80 | -20.0% | 4-Pool | | AVGO | $402.17 | $427.76 | +6.4% | 4-Pool | | CIEN | $67.36 | $412.39 | +512.2% | 4-Pool | | CIFR | $15.42 | $17.18 | +11.4% | 4-Pool | | GFS | $47.80 | $53.93 | +12.8% | 4-Pool | | LITE | $62.86 | $890.17 | +1316.1% | 4-Pool | | LRCX | $246.49 | $311.35 | +26.3% | 4-Pool | | MDB | $264.69 | $398.80 | +50.7% | 4-Pool | | MP | $57.36 | $51.11 | -10.9% | 4-Pool | | MU | $465.66 | $877.57 | +88.5% | 4-Pool | | NOK | $11.30 | $9.36 | -17.2% | 4-Pool | | PWR | $317.65 | $671.86 | +111.5% | 4-Pool | | TER | $107.65 | $379.31 | +252.4% | 4-Pool | | TSM | $365.90 | $420.04 | +14.8% | 4-Pool | | WULF | $18.05 | $17.08 | -5.4% | 4-Pool | | 000660.KS | $611.02 | $1037.96 | +69.9% | V5.3 | | 005930.KS | $138.98 | $168.61 | +21.3% | V5.3 | | AAPL | $308.63 | $313.33 | +1.5% | V5.3 | | ASML | $1421.05 | $1740.99 | +22.5% | V5.3 | | CIEN | $67.36 | $412.39 | +512.2% | V5.3 | | CIFR | $15.42 | $17.18 | +11.4% | V5.3 | | CRDO | $119.59 | $249.89 | +109.0% | V5.3 | | CSCO | $121.74 | $121.43 | -0.3% | V5.3 | | ETN | $438.23 | $448.68 | +2.4% | V5.3 | | FCX | $49.15 | $69.62 | +41.6% | V5.3 | | GFS | $47.80 | $53.93 | +12.8% | V5.3 | | LRCX | $246.49 | $311.35 | +26.3% | V5.3 | | MDB | $264.69 | $398.80 | +50.7% | V5.3 | | PSX | $198.29 | $203.91 | +2.8% | V5.3 | | PWR | $317.65 | $671.86 | +111.5% | V5.3 | | QCOM | $156.00 | $167.86 | +7.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_ ## 涨跌榜 _无涨跌数据。_

研究报告

EWYDeep Divehigh

EWY Part 2: SK Hynix ₩1M, Samsung ₩214K, KOSPI 6000 | EWY第二部分:海力士₩100万,三星₩21.4万,KOSPI 6000

Follow-up on EWY vol-arb trade. IV 37%→54%, EWY +7.4% since Part 1, +24% MTD. Updated positioning for 2028 LEAPS. | EWY波动率套利跟踪。IV从37%升至54%,EWY自Part 1涨7.4%,月涨24%。2028 LEAPS仓位更新。

2026年2月26日

035420.KSDeep Divemedium

Naver Deep Dive: HyperCLOVA and Korean Search Dominance

Naver (035420.KS) presents a compelling investment opportunity driven by its dominant position in the Korean search market and its advancements in AI, particularly with HyperCLOVA. Recent developments in the crypto space, including the Upbit hack and increasing competition in stablecoins, introduce both risks and opportunities for Naver's future growth and diversification strategies.

2026年2月24日

017670.KSDeep Divemedium

SK Telecom (017670.KS) - Deep Dive: AI Data Center Growth Driving Upside

SK Telecom (017670.KS) presents a compelling investment opportunity driven by its expanding AI data center business, which has seen substantial revenue growth. Recent positive developments in AI model development and a growing need for secure data infrastructure in South Korea following data breaches further strengthen the investment case.

2026年2月24日

005930.KSDeep Divemedium

Samsung Electronics (005930.KS) Deep Dive: HBM Leadership Fuels Growth

Samsung Electronics is a global leader in memory and storage, particularly in High Bandwidth Memory (HBM), a critical component for AI applications. Recent price appreciation and strong relative strength indicate positive market sentiment, driven by increasing demand for HBM and foundry services. However, potential risks related to competition and market volatility warrant careful consideration.

2026年2月24日

EWYDeep Divehigh

EWY:韩国波动率套利 — 市场上定价最不合理的期权

EWY LEAPS期权隐含波动率仅~37-44%,但该ETF实际上55-65%的有效仓位集中在三星和SK海力士——两只个股实际波动率高达65-88%。随着2倍杠杆ETF即将上线、10倍加密永续合约已上线、以及存储超级周期预计三星+SK海力士将在2027年成为全球最赚钱的公司,仅Vega扩张就可能使2028年虚值看涨期权价值翻倍。

2026年2月23日

000660.KSDeep Divehigh

超越HBM:HBF的崛起与AI存储的第二波浪潮

HBF(高带宽闪存)正成为推理时代AI的关键互补技术。SK海力士H3混合架构论证了2.69倍的单位功耗吞吐量提升。SanDisk与SK海力士签署谅解备忘录推动HBF标准化,预计2026年下半年推出样品,2027年初部署首批AI推理系统。供应链投资机会涵盖SK海力士、SanDisk、Astera Labs、Camtek和Pure Storage。

2026年2月19日