报告

2026年7月31日

盘后简报 — 2026-07-31

# 盘后简报 — 2026-07-31 ## 市场状态 **QQQ** $661.73 — 距SMA50 ($715.81) -7.6% · 风险规避 ⛔ ## 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** | $858,170 | +758.2% | -32.4% | 14 | 3% | ## 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 | $1022.63 | +67.4% | 4-Pool | | 0981.HK | $8.21 | $8.64 | +5.2% | 4-Pool | | 1347.HK | $12.06 | $17.58 | +45.8% | 4-Pool | | 2513.HK | $102.10 | $132.78 | +30.0% | 4-Pool | | APLD | $32.19 | $23.22 | -27.9% | 4-Pool | | APP | $433.51 | $399.46 | -7.9% | 4-Pool | | AVGO | $402.17 | $370.32 | -7.9% | 4-Pool | | CIEN | $67.36 | $330.37 | +390.5% | 4-Pool | | CIFR | $15.42 | $17.69 | +14.7% | 4-Pool | | GFS | $47.80 | $47.07 | -1.5% | 4-Pool | | LITE | $62.86 | $602.35 | +858.2% | 4-Pool | | LRCX | $246.49 | $252.35 | +2.4% | 4-Pool | | MDB | $264.69 | $321.10 | +21.3% | 4-Pool | | MP | $57.36 | $38.10 | -33.6% | 4-Pool | | MU | $465.66 | $739.00 | +58.7% | 4-Pool | | NOK | $11.30 | $8.41 | -25.6% | 4-Pool | | PWR | $317.65 | $561.14 | +76.7% | 4-Pool | | TER | $107.65 | $319.41 | +196.7% | 4-Pool | | TSM | $365.90 | $374.67 | +2.4% | 4-Pool | | WULF | $18.05 | $15.09 | -16.4% | 4-Pool | | 000660.KS | $611.02 | $1022.63 | +67.4% | V5.3 | | 005930.KS | $138.98 | $152.19 | +9.5% | V5.3 | | AAPL | $308.63 | $338.19 | +9.6% | V5.3 | | ASML | $1421.05 | $1550.69 | +9.1% | V5.3 | | CIEN | $67.36 | $330.37 | +390.5% | V5.3 | | CIFR | $15.42 | $17.69 | +14.7% | V5.3 | | CRDO | $119.59 | $177.45 | +48.4% | V5.3 | | FCX | $49.15 | $59.99 | +22.1% | V5.3 | | GFS | $47.80 | $47.07 | -1.5% | V5.3 | | LRCX | $246.49 | $252.35 | +2.4% | V5.3 | | MDB | $264.69 | $321.10 | +21.3% | V5.3 | | PSX | $198.29 | $206.81 | +4.3% | V5.3 | | PWR | $317.65 | $561.14 | +76.7% | V5.3 | | QCOM | $156.00 | $155.68 | -0.2% | 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7月31日

盘前简报 — 2026-07-31

# 盘前简报 — 2026-07-31 ## 市场状态 **QQQ** $661.73 — 距SMA50 ($715.81) -7.6% · 风险规避 ⛔ ## 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** | $858,170 | +758.2% | -32.4% | 14 | 3% | ## 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 | $1022.63 | +67.4% | 4-Pool | | 0981.HK | $8.21 | $8.64 | +5.2% | 4-Pool | | 1347.HK | $12.06 | $17.58 | +45.8% | 4-Pool | | 2513.HK | $102.10 | $132.78 | +30.0% | 4-Pool | | APLD | $32.19 | $23.22 | -27.9% | 4-Pool | | APP | $433.51 | $399.46 | -7.9% | 4-Pool | | AVGO | $402.17 | $370.32 | -7.9% | 4-Pool | | CIEN | $67.36 | $330.37 | +390.5% | 4-Pool | | CIFR | $15.42 | $17.69 | +14.7% | 4-Pool | | GFS | $47.80 | $47.07 | -1.5% | 4-Pool | | LITE | $62.86 | $602.35 | +858.2% | 4-Pool | | LRCX | $246.49 | $252.35 | +2.4% | 4-Pool | | MDB | $264.69 | $321.10 | +21.3% | 4-Pool | | MP | $57.36 | $38.10 | -33.6% | 4-Pool | | MU | $465.66 | $739.00 | +58.7% | 4-Pool | | NOK | $11.30 | $8.41 | -25.6% | 4-Pool | | PWR | $317.65 | $561.14 | +76.7% | 4-Pool | | TER | $107.65 | $319.41 | +196.7% | 4-Pool | | TSM | $365.90 | $374.67 | +2.4% | 4-Pool | | WULF | $18.05 | $15.09 | -16.4% | 4-Pool | | 000660.KS | $611.02 | $1022.63 | +67.4% | V5.3 | | 005930.KS | $138.98 | $152.19 | +9.5% | V5.3 | | AAPL | $308.63 | $338.19 | +9.6% | V5.3 | | ASML | $1421.05 | $1550.69 | +9.1% | V5.3 | | CIEN | $67.36 | $330.37 | +390.5% | V5.3 | | CIFR | $15.42 | $17.69 | +14.7% | V5.3 | | CRDO | $119.59 | $177.45 | +48.4% | V5.3 | | FCX | $49.15 | $59.99 | +22.1% | V5.3 | | GFS | $47.80 | $47.07 | -1.5% | V5.3 | | LRCX | $246.49 | $252.35 | +2.4% | V5.3 | | MDB | $264.69 | $321.10 | +21.3% | V5.3 | | PSX | $198.29 | $206.81 | +4.3% | V5.3 | | PWR | $317.65 | $561.14 | +76.7% | V5.3 | | QCOM | $156.00 | $155.68 | -0.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月30日

盘后简报 — 2026-07-30

# 盘后简报 — 2026-07-30 ## 市场状态 **QQQ** $675.49 — 距SMA50 ($716.75) -5.8% · 风险规避 ⛔ ## 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** | $897,953 | +798.0% | -29.2% | 14 | 7% | ## 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 | $1131.39 | +85.2% | 4-Pool | | 0981.HK | $8.21 | $8.88 | +8.2% | 4-Pool | | 1347.HK | $12.06 | $17.78 | +47.4% | 4-Pool | | 2513.HK | $102.10 | $133.93 | +31.2% | 4-Pool | | APLD | $32.19 | $26.62 | -17.3% | 4-Pool | | APP | $433.51 | $418.22 | -3.5% | 4-Pool | | AVGO | $402.17 | $380.91 | -5.3% | 4-Pool | | CIEN | $67.36 | $350.51 | +420.4% | 4-Pool | | CIFR | $15.42 | $20.42 | +32.4% | 4-Pool | | GFS | $47.80 | $49.02 | +2.6% | 4-Pool | | LITE | $62.86 | $651.93 | +937.1% | 4-Pool | | LRCX | $246.49 | $269.61 | +9.4% | 4-Pool | | MDB | $264.69 | $310.62 | +17.4% | 4-Pool | | MP | $57.36 | $41.28 | -28.0% | 4-Pool | | MU | $465.66 | $820.53 | +76.2% | 4-Pool | | NOK | $11.30 | $8.93 | -21.0% | 4-Pool | | PWR | $317.65 | $588.36 | +85.2% | 4-Pool | | TER | $107.65 | $320.65 | +197.9% | 4-Pool | | TSM | $365.90 | $392.31 | +7.2% | 4-Pool | | WULF | $18.05 | $17.09 | -5.3% | 4-Pool | | 000660.KS | $611.02 | $1131.39 | +85.2% | V5.3 | | 005930.KS | $138.98 | $160.58 | +15.5% | V5.3 | | AAPL | $308.63 | $340.08 | +10.2% | V5.3 | | ASML | $1421.05 | $1582.95 | +11.4% | V5.3 | | CIEN | $67.36 | $350.51 | +420.4% | V5.3 | | CIFR | $15.42 | $20.42 | +32.4% | V5.3 | | CRDO | $119.59 | $192.28 | +60.8% | V5.3 | | FCX | $49.15 | $61.64 | +25.4% | V5.3 | | GFS | $47.80 | $49.02 | +2.6% | V5.3 | | LRCX | $246.49 | $269.61 | +9.4% | V5.3 | | MDB | $264.69 | $310.62 | +17.4% | V5.3 | | PSX | $198.29 | $205.85 | +3.8% | V5.3 | | PWR | $317.65 | $588.36 | +85.2% | V5.3 | | QCOM | $156.00 | $162.88 | +4.4% | 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7月30日

盘前简报 — 2026-07-30

# 盘前简报 — 2026-07-30 ## 市场状态 **QQQ** $675.49 — 距SMA50 ($716.75) -5.8% · 风险规避 ⛔ ## 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** | $897,953 | +798.0% | -29.2% | 14 | 7% | ## 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 | $1131.39 | +85.2% | 4-Pool | | 0981.HK | $8.21 | $8.88 | +8.2% | 4-Pool | | 1347.HK | $12.06 | $17.78 | +47.4% | 4-Pool | | 2513.HK | $102.10 | $133.93 | +31.2% | 4-Pool | | APLD | $32.19 | $26.62 | -17.3% | 4-Pool | | APP | $433.51 | $418.22 | -3.5% | 4-Pool | | AVGO | $402.17 | $380.91 | -5.3% | 4-Pool | | CIEN | $67.36 | $350.51 | +420.4% | 4-Pool | | CIFR | $15.42 | $20.42 | +32.4% | 4-Pool | | GFS | $47.80 | $49.02 | +2.6% | 4-Pool | | LITE | $62.86 | $651.93 | +937.1% | 4-Pool | | LRCX | $246.49 | $269.61 | +9.4% | 4-Pool | | MDB | $264.69 | $310.62 | +17.4% | 4-Pool | | MP | $57.36 | $41.28 | -28.0% | 4-Pool | | MU | $465.66 | $820.53 | +76.2% | 4-Pool | | NOK | $11.30 | $8.93 | -21.0% | 4-Pool | | PWR | $317.65 | $588.36 | +85.2% | 4-Pool | | TER | $107.65 | $320.65 | +197.9% | 4-Pool | | TSM | $365.90 | $392.31 | +7.2% | 4-Pool | | WULF | $18.05 | $17.09 | -5.3% | 4-Pool | | 000660.KS | $611.02 | $1131.39 | +85.2% | V5.3 | | 005930.KS | $138.98 | $160.58 | +15.5% | V5.3 | | AAPL | $308.63 | $340.08 | +10.2% | V5.3 | | ASML | $1421.05 | $1582.95 | +11.4% | V5.3 | | CIEN | $67.36 | $350.51 | +420.4% | V5.3 | | CIFR | $15.42 | $20.42 | +32.4% | V5.3 | | CRDO | $119.59 | $192.28 | +60.8% | V5.3 | | FCX | $49.15 | $61.64 | +25.4% | V5.3 | | GFS | $47.80 | $49.02 | +2.6% | V5.3 | | LRCX | $246.49 | $269.61 | +9.4% | V5.3 | | MDB | $264.69 | $310.62 | +17.4% | V5.3 | | PSX | $198.29 | $205.85 | +3.8% | V5.3 | | PWR | $317.65 | $588.36 | +85.2% | V5.3 | | QCOM | $156.00 | $162.88 | +4.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月29日

盘后简报 — 2026-07-29

# 盘后简报 — 2026-07-29 ## 市场状态 **QQQ** $682.12 — 距SMA50 ($717.64) -4.9% · 风险规避 ⛔ ## 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** | $957,563 | +857.6% | -24.5% | 14 | 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 | $1325.55 | +116.9% | 4-Pool | | 0981.HK | $8.21 | $9.08 | +10.7% | 4-Pool | | 1347.HK | $12.06 | $19.10 | +58.3% | 4-Pool | | 2513.HK | $102.10 | $164.65 | +61.3% | 4-Pool | | APLD | $32.19 | $26.38 | -18.1% | 4-Pool | | APP | $433.51 | $412.73 | -4.8% | 4-Pool | | AVGO | $402.17 | $383.22 | -4.7% | 4-Pool | | CIEN | $67.36 | $377.27 | +460.1% | 4-Pool | | CIFR | $15.42 | $21.65 | +40.4% | 4-Pool | | GFS | $47.80 | $53.18 | +11.3% | 4-Pool | | LITE | $62.86 | $711.96 | +1032.6% | 4-Pool | | LRCX | $246.49 | $291.61 | +18.3% | 4-Pool | | MDB | $264.69 | $309.71 | +17.0% | 4-Pool | | MP | $57.36 | $43.13 | -24.8% | 4-Pool | | MU | $465.66 | $900.20 | +93.3% | 4-Pool | | NOK | $11.30 | $9.28 | -17.9% | 4-Pool | | PWR | $317.65 | $620.28 | +95.3% | 4-Pool | | TER | $107.65 | $334.77 | +211.0% | 4-Pool | | TSM | $365.90 | $399.09 | +9.1% | 4-Pool | | WULF | $18.05 | $17.98 | -0.4% | 4-Pool | | 000660.KS | $611.02 | $1325.55 | +116.9% | V5.3 | | 005930.KS | $138.98 | $185.40 | +33.4% | V5.3 | | AAPL | $308.63 | $336.91 | +9.2% | V5.3 | | ASML | $1421.05 | $1655.26 | +16.5% | V5.3 | | CIEN | $67.36 | $377.27 | +460.1% | V5.3 | | CIFR | $15.42 | $21.65 | +40.4% | V5.3 | | CRDO | $119.59 | $208.14 | +74.0% | V5.3 | | FCX | $49.15 | $62.72 | +27.6% | V5.3 | | GFS | $47.80 | $53.18 | +11.3% | V5.3 | | LRCX | $246.49 | $291.61 | +18.3% | V5.3 | | MDB | $264.69 | $309.71 | +17.0% | V5.3 | | PSX | $198.29 | $207.82 | +4.8% | V5.3 | | PWR | $317.65 | $620.28 | +95.3% | V5.3 | | QCOM | $156.00 | $170.04 | +9.0% | 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7月29日

盘前简报 — 2026-07-29

# 盘前简报 — 2026-07-29 ## 市场状态 **QQQ** $682.12 — 距SMA50 ($717.64) -4.9% · 风险规避 ⛔ ## 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** | $957,563 | +857.6% | -24.5% | 14 | 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 | $1325.55 | +116.9% | 4-Pool | | 0981.HK | $8.21 | $9.08 | +10.7% | 4-Pool | | 1347.HK | $12.06 | $19.10 | +58.3% | 4-Pool | | 2513.HK | $102.10 | $164.65 | +61.3% | 4-Pool | | APLD | $32.19 | $26.38 | -18.1% | 4-Pool | | APP | $433.51 | $412.73 | -4.8% | 4-Pool | | AVGO | $402.17 | $383.22 | -4.7% | 4-Pool | | CIEN | $67.36 | $377.27 | +460.1% | 4-Pool | | CIFR | $15.42 | $21.65 | +40.4% | 4-Pool | | GFS | $47.80 | $53.18 | +11.3% | 4-Pool | | LITE | $62.86 | $711.96 | +1032.6% | 4-Pool | | LRCX | $246.49 | $291.61 | +18.3% | 4-Pool | | MDB | $264.69 | $309.71 | +17.0% | 4-Pool | | MP | $57.36 | $43.13 | -24.8% | 4-Pool | | MU | $465.66 | $900.20 | +93.3% | 4-Pool | | NOK | $11.30 | $9.28 | -17.9% | 4-Pool | | PWR | $317.65 | $620.28 | +95.3% | 4-Pool | | TER | $107.65 | $334.77 | +211.0% | 4-Pool | | TSM | $365.90 | $399.09 | +9.1% | 4-Pool | | WULF | $18.05 | $17.98 | -0.4% | 4-Pool | | 000660.KS | $611.02 | $1325.55 | +116.9% | V5.3 | | 005930.KS | $138.98 | $185.40 | +33.4% | V5.3 | | AAPL | $308.63 | $336.91 | +9.2% | V5.3 | | ASML | $1421.05 | $1655.26 | +16.5% | V5.3 | | CIEN | $67.36 | $377.27 | +460.1% | V5.3 | | CIFR | $15.42 | $21.65 | +40.4% | V5.3 | | CRDO | $119.59 | $208.14 | +74.0% | V5.3 | | FCX | $49.15 | $62.72 | +27.6% | V5.3 | | GFS | $47.80 | $53.18 | +11.3% | V5.3 | | LRCX | $246.49 | $291.61 | +18.3% | V5.3 | | MDB | $264.69 | $309.71 | +17.0% | V5.3 | | PSX | $198.29 | $207.82 | +4.8% | V5.3 | | PWR | $317.65 | $620.28 | +95.3% | V5.3 | | QCOM | $156.00 | $170.04 | +9.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月28日

盘后简报 — 2026-07-28

# 盘后简报 — 2026-07-28 ## 市场状态 **QQQ** $684.23 — 距SMA50 ($718.29) -4.7% · 风险规避 ⛔ ## 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** | $981,731 | +881.7% | -22.6% | 14 | 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 | $1283.94 | +110.1% | 4-Pool | | 0981.HK | $8.21 | $9.17 | +11.7% | 4-Pool | | 1347.HK | $12.06 | $19.25 | +59.6% | 4-Pool | | 2513.HK | $102.10 | $159.00 | +55.7% | 4-Pool | | APLD | $32.19 | $27.19 | -15.5% | 4-Pool | | APP | $433.51 | $391.98 | -9.6% | 4-Pool | | AVGO | $402.17 | $381.92 | -5.0% | 4-Pool | | CIEN | $67.36 | $390.96 | +480.4% | 4-Pool | | CIFR | $15.42 | $23.15 | +50.1% | 4-Pool | | GFS | $47.80 | $53.53 | +12.0% | 4-Pool | | LITE | $62.86 | $762.99 | +1113.8% | 4-Pool | | LRCX | $246.49 | $305.21 | +23.8% | 4-Pool | | MDB | $264.69 | $298.22 | +12.7% | 4-Pool | | MP | $57.36 | $41.30 | -28.0% | 4-Pool | | MU | $465.66 | $920.95 | +97.8% | 4-Pool | | NOK | $11.30 | $9.10 | -19.5% | 4-Pool | | PWR | $317.65 | $625.84 | +97.0% | 4-Pool | | TER | $107.65 | $349.92 | +225.1% | 4-Pool | | TSM | $365.90 | $403.41 | +10.3% | 4-Pool | | WULF | $18.05 | $18.46 | +2.3% | 4-Pool | | 000660.KS | $611.02 | $1283.94 | +110.1% | V5.3 | | 005930.KS | $138.98 | $182.12 | +31.0% | V5.3 | | AAPL | $308.63 | $333.02 | +7.9% | V5.3 | | ASML | $1421.05 | $1757.09 | +23.6% | V5.3 | | CIEN | $67.36 | $390.96 | +480.4% | V5.3 | | CIFR | $15.42 | $23.15 | +50.1% | V5.3 | | CRDO | $119.59 | $213.15 | +78.2% | V5.3 | | FCX | $49.15 | $62.60 | +27.4% | V5.3 | | GFS | $47.80 | $53.53 | +12.0% | V5.3 | | LRCX | $246.49 | $305.21 | +23.8% | V5.3 | | MDB | $264.69 | $298.22 | +12.7% | V5.3 | | PSX | $198.29 | $206.77 | +4.3% | V5.3 | | PWR | $317.65 | $625.84 | +97.0% | V5.3 | | QCOM | $156.00 | $166.97 | +7.0% | 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7月28日

盘前简报 — 2026-07-28

# 盘前简报 — 2026-07-28 ## 市场状态 **QQQ** $684.23 — 距SMA50 ($718.29) -4.7% · 风险规避 ⛔ ## 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** | $981,731 | +881.7% | -22.6% | 14 | 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 | $1283.94 | +110.1% | 4-Pool | | 0981.HK | $8.21 | $9.17 | +11.7% | 4-Pool | | 1347.HK | $12.06 | $19.25 | +59.6% | 4-Pool | | 2513.HK | $102.10 | $159.00 | +55.7% | 4-Pool | | APLD | $32.19 | $27.19 | -15.5% | 4-Pool | | APP | $433.51 | $391.98 | -9.6% | 4-Pool | | AVGO | $402.17 | $381.92 | -5.0% | 4-Pool | | CIEN | $67.36 | $390.96 | +480.4% | 4-Pool | | CIFR | $15.42 | $23.15 | +50.1% | 4-Pool | | GFS | $47.80 | $53.53 | +12.0% | 4-Pool | | LITE | $62.86 | $762.99 | +1113.8% | 4-Pool | | LRCX | $246.49 | $305.21 | +23.8% | 4-Pool | | MDB | $264.69 | $298.22 | +12.7% | 4-Pool | | MP | $57.36 | $41.30 | -28.0% | 4-Pool | | MU | $465.66 | $920.95 | +97.8% | 4-Pool | | NOK | $11.30 | $9.10 | -19.5% | 4-Pool | | PWR | $317.65 | $625.84 | +97.0% | 4-Pool | | TER | $107.65 | $349.92 | +225.1% | 4-Pool | | TSM | $365.90 | $403.41 | +10.3% | 4-Pool | | WULF | $18.05 | $18.46 | +2.3% | 4-Pool | | 000660.KS | $611.02 | $1283.94 | +110.1% | V5.3 | | 005930.KS | $138.98 | $182.12 | +31.0% | V5.3 | | AAPL | $308.63 | $333.02 | +7.9% | V5.3 | | ASML | $1421.05 | $1757.09 | +23.6% | V5.3 | | CIEN | $67.36 | $390.96 | +480.4% | V5.3 | | CIFR | $15.42 | $23.15 | +50.1% | V5.3 | | CRDO | $119.59 | $213.15 | +78.2% | V5.3 | | FCX | $49.15 | $62.60 | +27.4% | V5.3 | | GFS | $47.80 | $53.53 | +12.0% | V5.3 | | LRCX | $246.49 | $305.21 | +23.8% | V5.3 | | MDB | $264.69 | $298.22 | +12.7% | V5.3 | | PSX | $198.29 | $206.77 | +4.3% | V5.3 | | PWR | $317.65 | $625.84 | +97.0% | V5.3 | | QCOM | $156.00 | $166.97 | +7.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月27日

盘后简报 — 2026-07-27

# 盘后简报 — 2026-07-27 ## 市场状态 **QQQ** $691.96 — 距SMA50 ($718.75) -3.7% · 风险规避 ⛔ ## 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** | $1,024,157 | +924.2% | -19.3% | 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 | $1400.73 | +129.2% | 4-Pool | | 0981.HK | $8.21 | $9.09 | +10.8% | 4-Pool | | 1347.HK | $12.06 | $19.20 | +59.2% | 4-Pool | | 2513.HK | $102.10 | $150.51 | +47.4% | 4-Pool | | APLD | $32.19 | $29.89 | -7.1% | 4-Pool | | APP | $433.51 | $398.86 | -8.0% | 4-Pool | | AVGO | $402.17 | $392.47 | -2.4% | 4-Pool | | CIEN | $67.36 | $407.53 | +505.0% | 4-Pool | | CIFR | $15.42 | $25.82 | +67.4% | 4-Pool | | GFS | $47.80 | $56.91 | +19.1% | 4-Pool | | LITE | $62.86 | $833.64 | +1226.2% | 4-Pool | | LRCX | $246.49 | $319.78 | +29.7% | 4-Pool | | MDB | $264.69 | $299.14 | +13.0% | 4-Pool | | MP | $57.36 | $44.65 | -22.2% | 4-Pool | | MU | $465.66 | $990.21 | +112.6% | 4-Pool | | NOK | $11.30 | $9.73 | -13.9% | 4-Pool | | PWR | $317.65 | $653.80 | +105.8% | 4-Pool | | TER | $107.65 | $373.75 | +247.2% | 4-Pool | | TSM | $365.90 | $415.58 | +13.6% | 4-Pool | | WULF | $18.05 | $20.05 | +11.1% | 4-Pool | | 000660.KS | $611.02 | $1400.73 | +129.2% | V5.3 | | 005930.KS | $138.98 | $197.08 | +41.8% | V5.3 | | AAPL | $308.63 | $321.66 | +4.2% | V5.3 | | ASML | $1421.05 | $1803.00 | +26.9% | V5.3 | | CIEN | $67.36 | $407.53 | +505.0% | V5.3 | | CIFR | $15.42 | $25.82 | +67.4% | V5.3 | | CRDO | $119.59 | $236.50 | +97.8% | V5.3 | | FCX | $49.15 | $63.50 | +29.2% | V5.3 | | GFS | $47.80 | $56.91 | +19.1% | V5.3 | | IGV | $92.70 | $87.10 | -6.0% | V5.3 | | LRCX | $246.49 | $319.78 | +29.7% | V5.3 | | MDB | $264.69 | $299.14 | +13.0% | V5.3 | | PSX | $198.29 | $206.98 | +4.4% | V5.3 | | PWR | $317.65 | $653.80 | +105.8% | V5.3 | | QCOM | $156.00 | $171.11 | +9.7% | 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7月27日

盘前简报 — 2026-07-27

# 盘前简报 — 2026-07-27 ## 市场状态 **QQQ** $691.96 — 距SMA50 ($718.75) -3.7% · 风险规避 ⛔ ## 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** | $1,024,157 | +924.2% | -19.3% | 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 | $1400.73 | +129.2% | 4-Pool | | 0981.HK | $8.21 | $9.09 | +10.8% | 4-Pool | | 1347.HK | $12.06 | $19.20 | +59.2% | 4-Pool | | 2513.HK | $102.10 | $150.51 | +47.4% | 4-Pool | | APLD | $32.19 | $29.89 | -7.1% | 4-Pool | | APP | $433.51 | $398.86 | -8.0% | 4-Pool | | AVGO | $402.17 | $392.47 | -2.4% | 4-Pool | | CIEN | $67.36 | $407.53 | +505.0% | 4-Pool | | CIFR | $15.42 | $25.82 | +67.4% | 4-Pool | | GFS | $47.80 | $56.91 | +19.1% | 4-Pool | | LITE | $62.86 | $833.64 | +1226.2% | 4-Pool | | LRCX | $246.49 | $319.78 | +29.7% | 4-Pool | | MDB | $264.69 | $299.14 | +13.0% | 4-Pool | | MP | $57.36 | $44.65 | -22.2% | 4-Pool | | MU | $465.66 | $990.21 | +112.6% | 4-Pool | | NOK | $11.30 | $9.73 | -13.9% | 4-Pool | | PWR | $317.65 | $653.80 | +105.8% | 4-Pool | | TER | $107.65 | $373.75 | +247.2% | 4-Pool | | TSM | $365.90 | $415.58 | +13.6% | 4-Pool | | WULF | $18.05 | $20.05 | +11.1% | 4-Pool | | 000660.KS | $611.02 | $1400.73 | +129.2% | V5.3 | | 005930.KS | $138.98 | $197.08 | +41.8% | V5.3 | | AAPL | $308.63 | $321.66 | +4.2% | V5.3 | | ASML | $1421.05 | $1803.00 | +26.9% | V5.3 | | CIEN | $67.36 | $407.53 | +505.0% | V5.3 | | CIFR | $15.42 | $25.82 | +67.4% | V5.3 | | CRDO | $119.59 | $236.50 | +97.8% | V5.3 | | FCX | $49.15 | $63.50 | +29.2% | V5.3 | | GFS | $47.80 | $56.91 | +19.1% | V5.3 | | IGV | $92.70 | $87.10 | -6.0% | V5.3 | | LRCX | $246.49 | $319.78 | +29.7% | V5.3 | | MDB | $264.69 | $299.14 | +13.0% | V5.3 | | PSX | $198.29 | $206.98 | +4.4% | V5.3 | | PWR | $317.65 | $653.80 | +105.8% | V5.3 | | QCOM | $156.00 | $171.11 | +9.7% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月24日

盘后简报 — 2026-07-24

# 盘后简报 — 2026-07-24 ## 市场状态 **QQQ** $705.35 — 距SMA50 ($719.17) -1.9% · 风险规避 ⛔ ## 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** | $1,010,677 | +910.7% | -20.4% | 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 | $1335.77 | +118.6% | 4-Pool | | 0981.HK | $8.21 | $9.37 | +14.2% | 4-Pool | | 1347.HK | $12.06 | $20.76 | +72.1% | 4-Pool | | 2513.HK | $102.10 | $151.03 | +47.9% | 4-Pool | | APLD | $32.19 | $30.08 | -6.6% | 4-Pool | | APP | $433.51 | $412.48 | -4.9% | 4-Pool | | AVGO | $402.17 | $396.81 | -1.3% | 4-Pool | | CIEN | $67.36 | $397.16 | +489.6% | 4-Pool | | CIFR | $15.42 | $24.46 | +58.6% | 4-Pool | | GFS | $47.80 | $58.49 | +22.4% | 4-Pool | | LITE | $62.86 | $829.70 | +1219.9% | 4-Pool | | LRCX | $246.49 | $319.29 | +29.5% | 4-Pool | | MDB | $264.69 | $304.97 | +15.2% | 4-Pool | | MP | $57.36 | $45.68 | -20.4% | 4-Pool | | MU | $465.66 | $959.48 | +106.0% | 4-Pool | | NOK | $11.30 | $10.28 | -9.0% | 4-Pool | | PWR | $317.65 | $643.14 | +102.5% | 4-Pool | | TER | $107.65 | $369.46 | +243.2% | 4-Pool | | TSM | $365.90 | $421.21 | +15.1% | 4-Pool | | WULF | $18.05 | $19.49 | +8.0% | 4-Pool | | 000660.KS | $611.02 | $1335.77 | +118.6% | V5.3 | | 005930.KS | $138.98 | $190.15 | +36.8% | V5.3 | | AAPL | $308.63 | $325.89 | +5.6% | V5.3 | | ASML | $1421.05 | $1801.86 | +26.8% | V5.3 | | CIEN | $67.36 | $397.16 | +489.6% | V5.3 | | CIFR | $15.42 | $24.46 | +58.6% | V5.3 | | CRDO | $119.59 | $228.27 | +90.9% | V5.3 | | FCX | $49.15 | $65.00 | +32.2% | V5.3 | | GFS | $47.80 | $58.49 | +22.4% | V5.3 | | IGV | $92.70 | $89.02 | -4.0% | V5.3 | | LRCX | $246.49 | $319.29 | +29.5% | V5.3 | | MDB | $264.69 | $304.97 | +15.2% | V5.3 | | PSX | $198.29 | $211.41 | +6.6% | V5.3 | | PWR | $317.65 | $643.14 | +102.5% | V5.3 | | QCOM | $156.00 | $175.63 | +12.6% | 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7月24日

盘前简报 — 2026-07-24

# 盘前简报 — 2026-07-24 ## 市场状态 **QQQ** $705.35 — 距SMA50 ($719.17) -1.9% · 风险规避 ⛔ ## 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** | $1,010,677 | +910.7% | -20.4% | 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 | $1335.77 | +118.6% | 4-Pool | | 0981.HK | $8.21 | $9.37 | +14.2% | 4-Pool | | 1347.HK | $12.06 | $20.76 | +72.1% | 4-Pool | | 2513.HK | $102.10 | $151.03 | +47.9% | 4-Pool | | APLD | $32.19 | $30.08 | -6.6% | 4-Pool | | APP | $433.51 | $412.48 | -4.9% | 4-Pool | | AVGO | $402.17 | $396.81 | -1.3% | 4-Pool | | CIEN | $67.36 | $397.16 | +489.6% | 4-Pool | | CIFR | $15.42 | $24.46 | +58.6% | 4-Pool | | GFS | $47.80 | $58.49 | +22.4% | 4-Pool | | LITE | $62.86 | $829.70 | +1219.9% | 4-Pool | | LRCX | $246.49 | $319.29 | +29.5% | 4-Pool | | MDB | $264.69 | $304.97 | +15.2% | 4-Pool | | MP | $57.36 | $45.68 | -20.4% | 4-Pool | | MU | $465.66 | $959.48 | +106.0% | 4-Pool | | NOK | $11.30 | $10.28 | -9.0% | 4-Pool | | PWR | $317.65 | $643.14 | +102.5% | 4-Pool | | TER | $107.65 | $369.46 | +243.2% | 4-Pool | | TSM | $365.90 | $421.21 | +15.1% | 4-Pool | | WULF | $18.05 | $19.49 | +8.0% | 4-Pool | | 000660.KS | $611.02 | $1335.77 | +118.6% | V5.3 | | 005930.KS | $138.98 | $190.15 | +36.8% | V5.3 | | AAPL | $308.63 | $325.89 | +5.6% | V5.3 | | ASML | $1421.05 | $1801.86 | +26.8% | V5.3 | | CIEN | $67.36 | $397.16 | +489.6% | V5.3 | | CIFR | $15.42 | $24.46 | +58.6% | V5.3 | | CRDO | $119.59 | $228.27 | +90.9% | V5.3 | | FCX | $49.15 | $65.00 | +32.2% | V5.3 | | GFS | $47.80 | $58.49 | +22.4% | V5.3 | | IGV | $92.70 | $89.02 | -4.0% | V5.3 | | LRCX | $246.49 | $319.29 | +29.5% | V5.3 | | MDB | $264.69 | $304.97 | +15.2% | V5.3 | | PSX | $198.29 | $211.41 | +6.6% | V5.3 | | PWR | $317.65 | $643.14 | +102.5% | V5.3 | | QCOM | $156.00 | $175.63 | +12.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月23日

盘后简报 — 2026-07-23

# 盘后简报 — 2026-07-23 ## 市场状态 **QQQ** $708.97 — 距SMA50 ($719.29) -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** | $1,014,488 | +914.5% | -20.1% | 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 | $1340.15 | +119.3% | 4-Pool | | 0981.HK | $8.21 | $9.70 | +18.2% | 4-Pool | | 1347.HK | $12.06 | $21.66 | +79.5% | 4-Pool | | 2513.HK | $102.10 | $156.68 | +53.5% | 4-Pool | | APLD | $32.19 | $30.05 | -6.6% | 4-Pool | | APP | $433.51 | $428.69 | -1.1% | 4-Pool | | AVGO | $402.17 | $386.50 | -3.9% | 4-Pool | | CIEN | $67.36 | $408.73 | +506.8% | 4-Pool | | CIFR | $15.42 | $22.89 | +48.4% | 4-Pool | | GFS | $47.80 | $59.39 | +24.2% | 4-Pool | | LITE | $62.86 | $837.56 | +1232.4% | 4-Pool | | LRCX | $246.49 | $322.00 | +30.6% | 4-Pool | | MDB | $264.69 | $307.65 | +16.2% | 4-Pool | | MP | $57.36 | $46.30 | -19.3% | 4-Pool | | MU | $465.66 | $970.82 | +108.5% | 4-Pool | | NOK | $11.30 | $10.63 | -5.9% | 4-Pool | | PWR | $317.65 | $639.20 | +101.2% | 4-Pool | | TER | $107.65 | $374.04 | +247.5% | 4-Pool | | TSM | $365.90 | $424.61 | +16.0% | 4-Pool | | WULF | $18.05 | $19.87 | +10.1% | 4-Pool | | 000660.KS | $611.02 | $1340.15 | +119.3% | V5.3 | | 005930.KS | $138.98 | $189.05 | +36.0% | V5.3 | | AAPL | $308.63 | $327.74 | +6.2% | V5.3 | | ASML | $1421.05 | $1801.51 | +26.8% | V5.3 | | CIEN | $67.36 | $408.73 | +506.8% | V5.3 | | CIFR | $15.42 | $22.89 | +48.4% | V5.3 | | CRDO | $119.59 | $223.87 | +87.2% | V5.3 | | FCX | $49.15 | $62.56 | +27.3% | V5.3 | | GFS | $47.80 | $59.39 | +24.2% | V5.3 | | IGV | $92.70 | $91.82 | -0.9% | V5.3 | | LRCX | $246.49 | $322.00 | +30.6% | V5.3 | | MDB | $264.69 | $307.65 | +16.2% | V5.3 | | PSX | $198.29 | $212.27 | +7.1% | V5.3 | | PWR | $317.65 | $639.20 | +101.2% | V5.3 | | QCOM | $156.00 | $173.50 | +11.2% | 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7月23日

盘前简报 — 2026-07-23

# 盘前简报 — 2026-07-23 ## 市场状态 **QQQ** $708.97 — 距SMA50 ($719.29) -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** | $1,014,488 | +914.5% | -20.1% | 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 | $1340.15 | +119.3% | 4-Pool | | 0981.HK | $8.21 | $9.70 | +18.2% | 4-Pool | | 1347.HK | $12.06 | $21.66 | +79.5% | 4-Pool | | 2513.HK | $102.10 | $156.68 | +53.5% | 4-Pool | | APLD | $32.19 | $30.05 | -6.6% | 4-Pool | | APP | $433.51 | $428.69 | -1.1% | 4-Pool | | AVGO | $402.17 | $386.50 | -3.9% | 4-Pool | | CIEN | $67.36 | $408.73 | +506.8% | 4-Pool | | CIFR | $15.42 | $22.89 | +48.4% | 4-Pool | | GFS | $47.80 | $59.39 | +24.2% | 4-Pool | | LITE | $62.86 | $837.56 | +1232.4% | 4-Pool | | LRCX | $246.49 | $322.00 | +30.6% | 4-Pool | | MDB | $264.69 | $307.65 | +16.2% | 4-Pool | | MP | $57.36 | $46.30 | -19.3% | 4-Pool | | MU | $465.66 | $970.82 | +108.5% | 4-Pool | | NOK | $11.30 | $10.63 | -5.9% | 4-Pool | | PWR | $317.65 | $639.20 | +101.2% | 4-Pool | | TER | $107.65 | $374.04 | +247.5% | 4-Pool | | TSM | $365.90 | $424.61 | +16.0% | 4-Pool | | WULF | $18.05 | $19.87 | +10.1% | 4-Pool | | 000660.KS | $611.02 | $1340.15 | +119.3% | V5.3 | | 005930.KS | $138.98 | $189.05 | +36.0% | V5.3 | | AAPL | $308.63 | $327.74 | +6.2% | V5.3 | | ASML | $1421.05 | $1801.51 | +26.8% | V5.3 | | CIEN | $67.36 | $408.73 | +506.8% | V5.3 | | CIFR | $15.42 | $22.89 | +48.4% | V5.3 | | CRDO | $119.59 | $223.87 | +87.2% | V5.3 | | FCX | $49.15 | $62.56 | +27.3% | V5.3 | | GFS | $47.80 | $59.39 | +24.2% | V5.3 | | IGV | $92.70 | $91.82 | -0.9% | V5.3 | | LRCX | $246.49 | $322.00 | +30.6% | V5.3 | | MDB | $264.69 | $307.65 | +16.2% | V5.3 | | PSX | $198.29 | $212.27 | +7.1% | V5.3 | | PWR | $317.65 | $639.20 | +101.2% | V5.3 | | QCOM | $156.00 | $173.50 | +11.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月22日

盘后简报 — 2026-07-22

# 盘后简报 — 2026-07-22 ## 市场状态 **QQQ** $696.06 — 距SMA50 ($719.01) -3.2% · 风险规避 ⛔ ## 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** | $971,886 | +871.9% | -23.4% | 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 | $1287.59 | +110.7% | 4-Pool | | 0981.HK | $8.21 | $8.97 | +9.2% | 4-Pool | | 1347.HK | $12.06 | $18.37 | +52.3% | 4-Pool | | 2513.HK | $102.10 | $114.46 | +12.1% | 4-Pool | | APLD | $32.19 | $27.85 | -13.5% | 4-Pool | | APP | $433.51 | $424.60 | -2.1% | 4-Pool | | AVGO | $402.17 | $378.16 | -6.0% | 4-Pool | | CIEN | $67.36 | $378.77 | +462.3% | 4-Pool | | CIFR | $15.42 | $20.54 | +33.2% | 4-Pool | | GFS | $47.80 | $56.81 | +18.8% | 4-Pool | | LITE | $62.86 | $765.55 | +1117.9% | 4-Pool | | LRCX | $246.49 | $306.76 | +24.5% | 4-Pool | | MDB | $264.69 | $323.36 | +22.2% | 4-Pool | | MP | $57.36 | $45.70 | -20.3% | 4-Pool | | MU | $465.66 | $865.46 | +85.9% | 4-Pool | | NOK | $11.30 | $10.08 | -10.8% | 4-Pool | | PWR | $317.65 | $632.56 | +99.1% | 4-Pool | | TER | $107.65 | $333.76 | +210.0% | 4-Pool | | TSM | $365.90 | $402.30 | +9.9% | 4-Pool | | WULF | $18.05 | $18.86 | +4.5% | 4-Pool | | 000660.KS | $611.02 | $1287.59 | +110.7% | V5.3 | | 005930.KS | $138.98 | $178.10 | +28.1% | V5.3 | | AAPL | $308.63 | $326.59 | +5.8% | V5.3 | | ASML | $1421.05 | $1739.02 | +22.4% | V5.3 | | CIEN | $67.36 | $378.77 | +462.3% | V5.3 | | CIFR | $15.42 | $20.54 | +33.2% | V5.3 | | CRDO | $119.59 | $212.07 | +77.3% | V5.3 | | FCX | $49.15 | $58.79 | +19.6% | V5.3 | | GFS | $47.80 | $56.81 | +18.8% | V5.3 | | IGV | $92.70 | $92.98 | +0.3% | V5.3 | | LRCX | $246.49 | $306.76 | +24.5% | V5.3 | | MDB | $264.69 | $323.36 | +22.2% | V5.3 | | PSX | $198.29 | $208.80 | +5.3% | V5.3 | | PWR | $317.65 | $632.56 | +99.1% | V5.3 | | QCOM | $156.00 | $170.32 | +9.2% | 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7月22日

盘前简报 — 2026-07-22

# 盘前简报 — 2026-07-22 ## 市场状态 **QQQ** $696.06 — 距SMA50 ($719.01) -3.2% · 风险规避 ⛔ ## 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** | $971,886 | +871.9% | -23.4% | 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 | $1287.59 | +110.7% | 4-Pool | | 0981.HK | $8.21 | $8.97 | +9.2% | 4-Pool | | 1347.HK | $12.06 | $18.37 | +52.3% | 4-Pool | | 2513.HK | $102.10 | $114.46 | +12.1% | 4-Pool | | APLD | $32.19 | $27.85 | -13.5% | 4-Pool | | APP | $433.51 | $424.60 | -2.1% | 4-Pool | | AVGO | $402.17 | $378.16 | -6.0% | 4-Pool | | CIEN | $67.36 | $378.77 | +462.3% | 4-Pool | | CIFR | $15.42 | $20.54 | +33.2% | 4-Pool | | GFS | $47.80 | $56.81 | +18.8% | 4-Pool | | LITE | $62.86 | $765.55 | +1117.9% | 4-Pool | | LRCX | $246.49 | $306.76 | +24.5% | 4-Pool | | MDB | $264.69 | $323.36 | +22.2% | 4-Pool | | MP | $57.36 | $45.70 | -20.3% | 4-Pool | | MU | $465.66 | $865.46 | +85.9% | 4-Pool | | NOK | $11.30 | $10.08 | -10.8% | 4-Pool | | PWR | $317.65 | $632.56 | +99.1% | 4-Pool | | TER | $107.65 | $333.76 | +210.0% | 4-Pool | | TSM | $365.90 | $402.30 | +9.9% | 4-Pool | | WULF | $18.05 | $18.86 | +4.5% | 4-Pool | | 000660.KS | $611.02 | $1287.59 | +110.7% | V5.3 | | 005930.KS | $138.98 | $178.10 | +28.1% | V5.3 | | AAPL | $308.63 | $326.59 | +5.8% | V5.3 | | ASML | $1421.05 | $1739.02 | +22.4% | V5.3 | | CIEN | $67.36 | $378.77 | +462.3% | V5.3 | | CIFR | $15.42 | $20.54 | +33.2% | V5.3 | | CRDO | $119.59 | $212.07 | +77.3% | V5.3 | | FCX | $49.15 | $58.79 | +19.6% | V5.3 | | GFS | $47.80 | $56.81 | +18.8% | V5.3 | | IGV | $92.70 | $92.98 | +0.3% | V5.3 | | LRCX | $246.49 | $306.76 | +24.5% | V5.3 | | MDB | $264.69 | $323.36 | +22.2% | V5.3 | | PSX | $198.29 | $208.80 | +5.3% | V5.3 | | PWR | $317.65 | $632.56 | +99.1% | V5.3 | | QCOM | $156.00 | $170.32 | +9.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月21日

盘后简报 — 2026-07-21

# 盘后简报 — 2026-07-21 ## 市场状态 **QQQ** $695.33 — 距SMA50 ($719.01) -3.3% · 风险规避 ⛔ ## 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** | $967,562 | +867.6% | -23.8% | 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 | $1344.53 | +120.0% | 4-Pool | | 0981.HK | $8.21 | $8.70 | +6.0% | 4-Pool | | 1347.HK | $12.06 | $17.83 | +47.8% | 4-Pool | | 2513.HK | $102.10 | $142.29 | +39.4% | 4-Pool | | APLD | $32.19 | $25.79 | -19.9% | 4-Pool | | APP | $433.51 | $424.54 | -2.1% | 4-Pool | | AVGO | $402.17 | $370.82 | -7.8% | 4-Pool | | CIEN | $67.36 | $374.41 | +455.8% | 4-Pool | | CIFR | $15.42 | $17.56 | +13.9% | 4-Pool | | GFS | $47.80 | $57.48 | +20.3% | 4-Pool | | LITE | $62.86 | $732.82 | +1065.8% | 4-Pool | | LRCX | $246.49 | $313.30 | +27.1% | 4-Pool | | MDB | $264.69 | $312.33 | +18.0% | 4-Pool | | MP | $57.36 | $45.24 | -21.1% | 4-Pool | | MU | $465.66 | $848.95 | +82.3% | 4-Pool | | NOK | $11.30 | $10.12 | -10.4% | 4-Pool | | PWR | $317.65 | $628.53 | +97.9% | 4-Pool | | TER | $107.65 | $322.36 | +199.4% | 4-Pool | | TSM | $365.90 | $398.37 | +8.9% | 4-Pool | | WULF | $18.05 | $18.16 | +0.6% | 4-Pool | | 000660.KS | $611.02 | $1344.53 | +120.0% | V5.3 | | 005930.KS | $138.98 | $186.13 | +33.9% | V5.3 | | AAPL | $308.63 | $333.74 | +8.1% | V5.3 | | ASML | $1421.05 | $1747.58 | +23.0% | V5.3 | | CIEN | $67.36 | $374.41 | +455.8% | V5.3 | | CIFR | $15.42 | $17.56 | +13.9% | V5.3 | | CRDO | $119.59 | $202.68 | +69.5% | V5.3 | | FCX | $49.15 | $58.38 | +18.8% | V5.3 | | GFS | $47.80 | $57.48 | +20.3% | V5.3 | | IGV | $92.70 | $92.80 | +0.1% | V5.3 | | LRCX | $246.49 | $313.30 | +27.1% | V5.3 | | MDB | $264.69 | $312.33 | +18.0% | V5.3 | | PSX | $198.29 | $206.86 | +4.3% | V5.3 | | PWR | $317.65 | $628.53 | +97.9% | V5.3 | | QCOM | $156.00 | $171.78 | +10.1% | V5.3 | | TSM | $365.90 | $398.37 | +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7月21日

盘前简报 — 2026-07-21

# 盘前简报 — 2026-07-21 ## 市场状态 **QQQ** $695.33 — 距SMA50 ($719.01) -3.3% · 风险规避 ⛔ ## 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** | $967,562 | +867.6% | -23.8% | 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 | $1344.53 | +120.0% | 4-Pool | | 0981.HK | $8.21 | $8.70 | +6.0% | 4-Pool | | 1347.HK | $12.06 | $17.83 | +47.8% | 4-Pool | | 2513.HK | $102.10 | $142.29 | +39.4% | 4-Pool | | APLD | $32.19 | $25.79 | -19.9% | 4-Pool | | APP | $433.51 | $424.54 | -2.1% | 4-Pool | | AVGO | $402.17 | $370.82 | -7.8% | 4-Pool | | CIEN | $67.36 | $374.41 | +455.8% | 4-Pool | | CIFR | $15.42 | $17.56 | +13.9% | 4-Pool | | GFS | $47.80 | $57.48 | +20.3% | 4-Pool | | LITE | $62.86 | $732.82 | +1065.8% | 4-Pool | | LRCX | $246.49 | $313.30 | +27.1% | 4-Pool | | MDB | $264.69 | $312.33 | +18.0% | 4-Pool | | MP | $57.36 | $45.24 | -21.1% | 4-Pool | | MU | $465.66 | $848.95 | +82.3% | 4-Pool | | NOK | $11.30 | $10.12 | -10.4% | 4-Pool | | PWR | $317.65 | $628.53 | +97.9% | 4-Pool | | TER | $107.65 | $322.36 | +199.4% | 4-Pool | | TSM | $365.90 | $398.37 | +8.9% | 4-Pool | | WULF | $18.05 | $18.16 | +0.6% | 4-Pool | | 000660.KS | $611.02 | $1344.53 | +120.0% | V5.3 | | 005930.KS | $138.98 | $186.13 | +33.9% | V5.3 | | AAPL | $308.63 | $333.74 | +8.1% | V5.3 | | ASML | $1421.05 | $1747.58 | +23.0% | V5.3 | | CIEN | $67.36 | $374.41 | +455.8% | V5.3 | | CIFR | $15.42 | $17.56 | +13.9% | V5.3 | | CRDO | $119.59 | $202.68 | +69.5% | V5.3 | | FCX | $49.15 | $58.38 | +18.8% | V5.3 | | GFS | $47.80 | $57.48 | +20.3% | V5.3 | | IGV | $92.70 | $92.80 | +0.1% | V5.3 | | LRCX | $246.49 | $313.30 | +27.1% | V5.3 | | MDB | $264.69 | $312.33 | +18.0% | V5.3 | | PSX | $198.29 | $206.86 | +4.3% | V5.3 | | PWR | $317.65 | $628.53 | +97.9% | V5.3 | | QCOM | $156.00 | $171.78 | +10.1% | V5.3 | | TSM | $365.90 | $398.37 | +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7月20日

盘后简报 — 2026-07-20

# 盘后简报 — 2026-07-20 ## 市场状态 **QQQ** $705.94 — 距SMA50 ($718.73) -1.8% · 风险规避 ⛔ ## 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** | $988,009 | +888.0% | -22.1% | 18 | 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 | $1344.53 | +120.0% | 4-Pool | | 0981.HK | $8.21 | $9.67 | +17.8% | 4-Pool | | 1347.HK | $12.06 | $20.23 | +67.7% | 4-Pool | | 2513.HK | $102.10 | $198.97 | +94.9% | 4-Pool | | APLD | $32.19 | $26.44 | -17.9% | 4-Pool | | APP | $433.51 | $434.48 | +0.2% | 4-Pool | | AVGO | $402.17 | $374.45 | -6.9% | 4-Pool | | CIEN | $67.36 | $388.81 | +477.2% | 4-Pool | | CIFR | $15.42 | $17.72 | +14.9% | 4-Pool | | GFS | $47.80 | $58.24 | +21.8% | 4-Pool | | LITE | $62.86 | $706.23 | +1023.5% | 4-Pool | | LRCX | $246.49 | $320.96 | +30.2% | 4-Pool | | MDB | $264.69 | $328.60 | +24.1% | 4-Pool | | MP | $57.36 | $45.46 | -20.7% | 4-Pool | | MU | $465.66 | $853.20 | +83.2% | 4-Pool | | NOK | $11.30 | $10.38 | -8.1% | 4-Pool | | PWR | $317.65 | $631.02 | +98.7% | 4-Pool | | TER | $107.65 | $322.30 | +199.4% | 4-Pool | | TSM | $365.90 | $409.74 | +12.0% | 4-Pool | | WULF | $18.05 | $17.98 | -0.4% | 4-Pool | | 000660.KS | $611.02 | $1344.53 | +120.0% | V5.3 | | 005930.KS | $138.98 | $186.13 | +33.9% | V5.3 | | 0981.HK | $8.21 | $9.67 | +17.8% | V5.3 | | AAPL | $308.63 | $333.26 | +8.0% | V5.3 | | ASML | $1421.05 | $1784.87 | +25.6% | V5.3 | | CIEN | $67.36 | $388.81 | +477.2% | V5.3 | | CIFR | $15.42 | $17.72 | +14.9% | V5.3 | | CRDO | $119.59 | $207.97 | +73.9% | V5.3 | | FCX | $49.15 | $58.56 | +19.1% | V5.3 | | GFS | $47.80 | $58.24 | +21.8% | V5.3 | | IGV | $92.70 | $93.70 | +1.1% | V5.3 | | LRCX | $246.49 | $320.96 | +30.2% | V5.3 | | MDB | $264.69 | $328.60 | +24.1% | V5.3 | | NOW | $111.26 | $104.01 | -6.5% | V5.3 | | PSX | $198.29 | $201.32 | +1.5% | V5.3 | | PWR | $317.65 | $631.02 | +98.7% | V5.3 | | QCOM | $156.00 | $170.61 | +9.4% | V5.3 | | TSM | $365.90 | $409.74 | +12.0% | 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7月20日

盘前简报 — 2026-07-20

# 盘前简报 — 2026-07-20 ## 市场状态 **QQQ** $705.94 — 距SMA50 ($718.73) -1.8% · 风险规避 ⛔ ## 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** | $988,009 | +888.0% | -22.1% | 18 | 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 | $1344.53 | +120.0% | 4-Pool | | 0981.HK | $8.21 | $9.67 | +17.8% | 4-Pool | | 1347.HK | $12.06 | $20.23 | +67.7% | 4-Pool | | 2513.HK | $102.10 | $198.97 | +94.9% | 4-Pool | | APLD | $32.19 | $26.44 | -17.9% | 4-Pool | | APP | $433.51 | $434.48 | +0.2% | 4-Pool | | AVGO | $402.17 | $374.45 | -6.9% | 4-Pool | | CIEN | $67.36 | $388.81 | +477.2% | 4-Pool | | CIFR | $15.42 | $17.72 | +14.9% | 4-Pool | | GFS | $47.80 | $58.24 | +21.8% | 4-Pool | | LITE | $62.86 | $706.23 | +1023.5% | 4-Pool | | LRCX | $246.49 | $320.96 | +30.2% | 4-Pool | | MDB | $264.69 | $328.60 | +24.1% | 4-Pool | | MP | $57.36 | $45.46 | -20.7% | 4-Pool | | MU | $465.66 | $853.20 | +83.2% | 4-Pool | | NOK | $11.30 | $10.38 | -8.1% | 4-Pool | | PWR | $317.65 | $631.02 | +98.7% | 4-Pool | | TER | $107.65 | $322.30 | +199.4% | 4-Pool | | TSM | $365.90 | $409.74 | +12.0% | 4-Pool | | WULF | $18.05 | $17.98 | -0.4% | 4-Pool | | 000660.KS | $611.02 | $1344.53 | +120.0% | V5.3 | | 005930.KS | $138.98 | $186.13 | +33.9% | V5.3 | | 0981.HK | $8.21 | $9.67 | +17.8% | V5.3 | | AAPL | $308.63 | $333.26 | +8.0% | V5.3 | | ASML | $1421.05 | $1784.87 | +25.6% | V5.3 | | CIEN | $67.36 | $388.81 | +477.2% | V5.3 | | CIFR | $15.42 | $17.72 | +14.9% | V5.3 | | CRDO | $119.59 | $207.97 | +73.9% | V5.3 | | FCX | $49.15 | $58.56 | +19.1% | V5.3 | | GFS | $47.80 | $58.24 | +21.8% | V5.3 | | IGV | $92.70 | $93.70 | +1.1% | V5.3 | | LRCX | $246.49 | $320.96 | +30.2% | V5.3 | | MDB | $264.69 | $328.60 | +24.1% | V5.3 | | NOW | $111.26 | $104.01 | -6.5% | V5.3 | | PSX | $198.29 | $201.32 | +1.5% | V5.3 | | PWR | $317.65 | $631.02 | +98.7% | V5.3 | | QCOM | $156.00 | $170.61 | +9.4% | V5.3 | | TSM | $365.90 | $409.74 | +12.0% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月17日

盘后简报 — 2026-07-17

# 盘后简报 — 2026-07-17 ## 市场状态 **QQQ** $717.74 — 距SMA50 ($718.07) -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** | $1,036,827 | +936.8% | -18.3% | 18 | 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 | $1519.71 | +148.7% | 4-Pool | | 0981.HK | $8.21 | $9.81 | +19.5% | 4-Pool | | 1347.HK | $12.06 | $21.76 | +80.4% | 4-Pool | | 2513.HK | $102.10 | $219.41 | +114.9% | 4-Pool | | APLD | $32.19 | $29.03 | -9.8% | 4-Pool | | APP | $433.51 | $452.73 | +4.4% | 4-Pool | | AVGO | $402.17 | $394.28 | -2.0% | 4-Pool | | CIEN | $67.36 | $418.46 | +521.2% | 4-Pool | | CIFR | $15.42 | $19.87 | +28.9% | 4-Pool | | GFS | $47.80 | $61.41 | +28.5% | 4-Pool | | LITE | $62.86 | $752.00 | +1096.3% | 4-Pool | | LRCX | $246.49 | $335.43 | +36.1% | 4-Pool | | MDB | $264.69 | $333.04 | +25.8% | 4-Pool | | MP | $57.36 | $49.46 | -13.8% | 4-Pool | | MU | $465.66 | $904.28 | +94.2% | 4-Pool | | NOK | $11.30 | $11.25 | -0.4% | 4-Pool | | PWR | $317.65 | $648.84 | +104.3% | 4-Pool | | TER | $107.65 | $342.12 | +217.8% | 4-Pool | | TSM | $365.90 | $419.48 | +14.6% | 4-Pool | | WULF | $18.05 | $19.37 | +7.3% | 4-Pool | | 000660.KS | $611.02 | $1519.71 | +148.7% | V5.3 | | 005930.KS | $138.98 | $204.01 | +46.8% | V5.3 | | 0981.HK | $8.21 | $9.81 | +19.5% | V5.3 | | AAPL | $308.63 | $327.50 | +6.1% | V5.3 | | ASML | $1421.05 | $1815.27 | +27.7% | V5.3 | | CIEN | $67.36 | $418.46 | +521.2% | V5.3 | | CIFR | $15.42 | $19.87 | +28.9% | V5.3 | | CRDO | $119.59 | $226.74 | +89.6% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $61.41 | +28.5% | V5.3 | | IGV | $92.70 | $93.94 | +1.3% | V5.3 | | LRCX | $246.49 | $335.43 | +36.1% | V5.3 | | MDB | $264.69 | $333.04 | +25.8% | V5.3 | | NOW | $111.26 | $104.73 | -5.9% | V5.3 | | PSX | $198.29 | $196.16 | -1.1% | V5.3 | | PWR | $317.65 | $648.84 | +104.3% | V5.3 | | QCOM | $156.00 | $177.98 | +14.1% | V5.3 | | TSM | $365.90 | $419.48 | +14.6% | 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7月17日

盘前简报 — 2026-07-17

# 盘前简报 — 2026-07-17 ## 市场状态 **QQQ** $717.74 — 距SMA50 ($718.07) -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** | $1,036,827 | +936.8% | -18.3% | 18 | 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 | $1519.71 | +148.7% | 4-Pool | | 0981.HK | $8.21 | $9.81 | +19.5% | 4-Pool | | 1347.HK | $12.06 | $21.76 | +80.4% | 4-Pool | | 2513.HK | $102.10 | $219.41 | +114.9% | 4-Pool | | APLD | $32.19 | $29.03 | -9.8% | 4-Pool | | APP | $433.51 | $452.73 | +4.4% | 4-Pool | | AVGO | $402.17 | $394.28 | -2.0% | 4-Pool | | CIEN | $67.36 | $418.46 | +521.2% | 4-Pool | | CIFR | $15.42 | $19.87 | +28.9% | 4-Pool | | GFS | $47.80 | $61.41 | +28.5% | 4-Pool | | LITE | $62.86 | $752.00 | +1096.3% | 4-Pool | | LRCX | $246.49 | $335.43 | +36.1% | 4-Pool | | MDB | $264.69 | $333.04 | +25.8% | 4-Pool | | MP | $57.36 | $49.46 | -13.8% | 4-Pool | | MU | $465.66 | $904.28 | +94.2% | 4-Pool | | NOK | $11.30 | $11.25 | -0.4% | 4-Pool | | PWR | $317.65 | $648.84 | +104.3% | 4-Pool | | TER | $107.65 | $342.12 | +217.8% | 4-Pool | | TSM | $365.90 | $419.48 | +14.6% | 4-Pool | | WULF | $18.05 | $19.37 | +7.3% | 4-Pool | | 000660.KS | $611.02 | $1519.71 | +148.7% | V5.3 | | 005930.KS | $138.98 | $204.01 | +46.8% | V5.3 | | 0981.HK | $8.21 | $9.81 | +19.5% | V5.3 | | AAPL | $308.63 | $327.50 | +6.1% | V5.3 | | ASML | $1421.05 | $1815.27 | +27.7% | V5.3 | | CIEN | $67.36 | $418.46 | +521.2% | V5.3 | | CIFR | $15.42 | $19.87 | +28.9% | V5.3 | | CRDO | $119.59 | $226.74 | +89.6% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $61.41 | +28.5% | V5.3 | | IGV | $92.70 | $93.94 | +1.3% | V5.3 | | LRCX | $246.49 | $335.43 | +36.1% | V5.3 | | MDB | $264.69 | $333.04 | +25.8% | V5.3 | | NOW | $111.26 | $104.73 | -5.9% | V5.3 | | PSX | $198.29 | $196.16 | -1.1% | V5.3 | | PWR | $317.65 | $648.84 | +104.3% | V5.3 | | QCOM | $156.00 | $177.98 | +14.1% | V5.3 | | TSM | $365.90 | $419.48 | +14.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月16日

盘后简报 — 2026-07-16

# 盘后简报 — 2026-07-16 ## 市场状态 **QQQ** $719.69 — 距SMA50 ($717.20) +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** | $1,061,727 | +961.7% | -16.3% | 18 | 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 | $1396.35 | +128.5% | 4-Pool | | 0981.HK | $8.21 | $10.07 | +22.7% | 4-Pool | | 1347.HK | $12.06 | $22.04 | +82.7% | 4-Pool | | 2513.HK | $102.10 | $205.66 | +101.4% | 4-Pool | | APLD | $32.19 | $28.47 | -11.6% | 4-Pool | | APP | $433.51 | $448.98 | +3.6% | 4-Pool | | AVGO | $402.17 | $389.11 | -3.2% | 4-Pool | | CIEN | $67.36 | $446.93 | +563.5% | 4-Pool | | CIFR | $15.42 | $19.87 | +28.9% | 4-Pool | | GFS | $47.80 | $63.39 | +32.6% | 4-Pool | | LITE | $62.86 | $814.80 | +1196.2% | 4-Pool | | LRCX | $246.49 | $346.10 | +40.4% | 4-Pool | | MDB | $264.69 | $344.67 | +30.2% | 4-Pool | | MP | $57.36 | $50.79 | -11.5% | 4-Pool | | MU | $465.66 | $983.12 | +111.1% | 4-Pool | | NOK | $11.30 | $11.70 | +3.5% | 4-Pool | | PWR | $317.65 | $660.94 | +108.1% | 4-Pool | | TER | $107.65 | $353.23 | +228.1% | 4-Pool | | TSM | $365.90 | $420.39 | +14.9% | 4-Pool | | WULF | $18.05 | $19.41 | +7.5% | 4-Pool | | 000660.KS | $611.02 | $1396.35 | +128.5% | V5.3 | | 005930.KS | $138.98 | $191.97 | +38.1% | V5.3 | | 0981.HK | $8.21 | $10.07 | +22.7% | V5.3 | | AAPL | $308.63 | $314.86 | +2.0% | V5.3 | | ASML | $1421.05 | $1775.64 | +25.0% | V5.3 | | CIEN | $67.36 | $446.93 | +563.5% | V5.3 | | CIFR | $15.42 | $19.87 | +28.9% | V5.3 | | CRDO | $119.59 | $236.18 | +97.5% | V5.3 | | FCX | $49.15 | $61.95 | +26.0% | V5.3 | | GFS | $47.80 | $63.39 | +32.6% | V5.3 | | IGV | $92.70 | $93.63 | +1.0% | V5.3 | | LRCX | $246.49 | $346.10 | +40.4% | V5.3 | | MDB | $264.69 | $344.67 | +30.2% | V5.3 | | NOW | $111.26 | $104.85 | -5.8% | V5.3 | | PSX | $198.29 | $201.45 | +1.6% | V5.3 | | PWR | $317.65 | $660.94 | +108.1% | V5.3 | | QCOM | $156.00 | $178.10 | +14.2% | V5.3 | | TSM | $365.90 | $420.39 | +14.9% | 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7月16日

盘前简报 — 2026-07-16

# 盘前简报 — 2026-07-16 ## 市场状态 **QQQ** $719.69 — 距SMA50 ($717.20) +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** | $1,061,727 | +961.7% | -16.3% | 18 | 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 | $1396.35 | +128.5% | 4-Pool | | 0981.HK | $8.21 | $10.07 | +22.7% | 4-Pool | | 1347.HK | $12.06 | $22.04 | +82.7% | 4-Pool | | 2513.HK | $102.10 | $205.66 | +101.4% | 4-Pool | | APLD | $32.19 | $28.47 | -11.6% | 4-Pool | | APP | $433.51 | $448.98 | +3.6% | 4-Pool | | AVGO | $402.17 | $389.11 | -3.2% | 4-Pool | | CIEN | $67.36 | $446.93 | +563.5% | 4-Pool | | CIFR | $15.42 | $19.87 | +28.9% | 4-Pool | | GFS | $47.80 | $63.39 | +32.6% | 4-Pool | | LITE | $62.86 | $814.80 | +1196.2% | 4-Pool | | LRCX | $246.49 | $346.10 | +40.4% | 4-Pool | | MDB | $264.69 | $344.67 | +30.2% | 4-Pool | | MP | $57.36 | $50.79 | -11.5% | 4-Pool | | MU | $465.66 | $983.12 | +111.1% | 4-Pool | | NOK | $11.30 | $11.70 | +3.5% | 4-Pool | | PWR | $317.65 | $660.94 | +108.1% | 4-Pool | | TER | $107.65 | $353.23 | +228.1% | 4-Pool | | TSM | $365.90 | $420.39 | +14.9% | 4-Pool | | WULF | $18.05 | $19.41 | +7.5% | 4-Pool | | 000660.KS | $611.02 | $1396.35 | +128.5% | V5.3 | | 005930.KS | $138.98 | $191.97 | +38.1% | V5.3 | | 0981.HK | $8.21 | $10.07 | +22.7% | V5.3 | | AAPL | $308.63 | $314.86 | +2.0% | V5.3 | | ASML | $1421.05 | $1775.64 | +25.0% | V5.3 | | CIEN | $67.36 | $446.93 | +563.5% | V5.3 | | CIFR | $15.42 | $19.87 | +28.9% | V5.3 | | CRDO | $119.59 | $236.18 | +97.5% | V5.3 | | FCX | $49.15 | $61.95 | +26.0% | V5.3 | | GFS | $47.80 | $63.39 | +32.6% | V5.3 | | IGV | $92.70 | $93.63 | +1.0% | V5.3 | | LRCX | $246.49 | $346.10 | +40.4% | V5.3 | | MDB | $264.69 | $344.67 | +30.2% | V5.3 | | NOW | $111.26 | $104.85 | -5.8% | V5.3 | | PSX | $198.29 | $201.45 | +1.6% | V5.3 | | PWR | $317.65 | $660.94 | +108.1% | V5.3 | | QCOM | $156.00 | $178.10 | +14.2% | V5.3 | | TSM | $365.90 | $420.39 | +14.9% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月15日

盘后简报 — 2026-07-15

# 盘后简报 — 2026-07-15 ## 市场状态 **QQQ** $711.74 — 距SMA50 ($716.16) -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** | $1,048,186 | +948.2% | -17.4% | 15 | 2% | ## 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 | $1346.72 | +120.4% | 4-Pool | | 0981.HK | $8.21 | $10.07 | +22.7% | 4-Pool | | 1347.HK | $12.06 | $22.15 | +83.6% | 4-Pool | | 2513.HK | $102.10 | $211.44 | +107.1% | 4-Pool | | APLD | $32.19 | $28.84 | -10.4% | 4-Pool | | APP | $433.51 | $442.85 | +2.2% | 4-Pool | | AVGO | $402.17 | $384.05 | -4.5% | 4-Pool | | CIEN | $67.36 | $445.44 | +561.3% | 4-Pool | | CIFR | $15.42 | $20.09 | +30.3% | 4-Pool | | GFS | $47.80 | $63.94 | +33.8% | 4-Pool | | LITE | $62.86 | $768.15 | +1122.0% | 4-Pool | | LRCX | $246.49 | $329.92 | +33.8% | 4-Pool | | MDB | $264.69 | $337.97 | +27.7% | 4-Pool | | MP | $57.36 | $49.50 | -13.7% | 4-Pool | | MU | $465.66 | $937.00 | +101.2% | 4-Pool | | NOK | $11.30 | $11.69 | +3.5% | 4-Pool | | PWR | $317.65 | $646.70 | +103.6% | 4-Pool | | TER | $107.65 | $341.11 | +216.9% | 4-Pool | | TSM | $365.90 | $421.58 | +15.2% | 4-Pool | | WULF | $18.05 | $20.89 | +15.7% | 4-Pool | | 000660.KS | $611.02 | $1346.72 | +120.4% | V5.3 | | 005930.KS | $138.98 | $185.77 | +33.7% | V5.3 | | 0981.HK | $8.21 | $10.07 | +22.7% | V5.3 | | AAPL | $308.63 | $317.31 | +2.8% | V5.3 | | ASML | $1421.05 | $1726.04 | +21.5% | V5.3 | | CIEN | $67.36 | $445.44 | +561.3% | V5.3 | | CIFR | $15.42 | $20.09 | +30.3% | V5.3 | | CRDO | $119.59 | $236.88 | +98.1% | V5.3 | | FCX | $49.15 | $59.97 | +22.0% | V5.3 | | GFS | $47.80 | $63.94 | +33.8% | V5.3 | | LRCX | $246.49 | $329.92 | +33.8% | V5.3 | | MDB | $264.69 | $337.97 | +27.7% | V5.3 | | PWR | $317.65 | $646.70 | +103.6% | V5.3 | | QCOM | $156.00 | $183.98 | +17.9% | V5.3 | | TSM | $365.90 | $421.58 | +15.2% | 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7月15日

盘前简报 — 2026-07-15

# 盘前简报 — 2026-07-15 ## 市场状态 **QQQ** $711.74 — 距SMA50 ($716.16) -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** | $1,048,186 | +948.2% | -17.4% | 15 | 2% | ## 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 | $1346.72 | +120.4% | 4-Pool | | 0981.HK | $8.21 | $10.07 | +22.7% | 4-Pool | | 1347.HK | $12.06 | $22.15 | +83.6% | 4-Pool | | 2513.HK | $102.10 | $211.44 | +107.1% | 4-Pool | | APLD | $32.19 | $28.84 | -10.4% | 4-Pool | | APP | $433.51 | $442.85 | +2.2% | 4-Pool | | AVGO | $402.17 | $384.05 | -4.5% | 4-Pool | | CIEN | $67.36 | $445.44 | +561.3% | 4-Pool | | CIFR | $15.42 | $20.09 | +30.3% | 4-Pool | | GFS | $47.80 | $63.94 | +33.8% | 4-Pool | | LITE | $62.86 | $768.15 | +1122.0% | 4-Pool | | LRCX | $246.49 | $329.92 | +33.8% | 4-Pool | | MDB | $264.69 | $337.97 | +27.7% | 4-Pool | | MP | $57.36 | $49.50 | -13.7% | 4-Pool | | MU | $465.66 | $937.00 | +101.2% | 4-Pool | | NOK | $11.30 | $11.69 | +3.5% | 4-Pool | | PWR | $317.65 | $646.70 | +103.6% | 4-Pool | | TER | $107.65 | $341.11 | +216.9% | 4-Pool | | TSM | $365.90 | $421.58 | +15.2% | 4-Pool | | WULF | $18.05 | $20.89 | +15.7% | 4-Pool | | 000660.KS | $611.02 | $1346.72 | +120.4% | V5.3 | | 005930.KS | $138.98 | $185.77 | +33.7% | V5.3 | | 0981.HK | $8.21 | $10.07 | +22.7% | V5.3 | | AAPL | $308.63 | $317.31 | +2.8% | V5.3 | | ASML | $1421.05 | $1726.04 | +21.5% | V5.3 | | CIEN | $67.36 | $445.44 | +561.3% | V5.3 | | CIFR | $15.42 | $20.09 | +30.3% | V5.3 | | CRDO | $119.59 | $236.88 | +98.1% | V5.3 | | FCX | $49.15 | $59.97 | +22.0% | V5.3 | | GFS | $47.80 | $63.94 | +33.8% | V5.3 | | LRCX | $246.49 | $329.92 | +33.8% | V5.3 | | MDB | $264.69 | $337.97 | +27.7% | V5.3 | | PWR | $317.65 | $646.70 | +103.6% | V5.3 | | QCOM | $156.00 | $183.98 | +17.9% | V5.3 | | TSM | $365.90 | $421.58 | +15.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月14日

盘后简报 — 2026-07-14

# 盘后简报 — 2026-07-14 ## 市场状态 **QQQ** $725.51 — 距SMA50 ($715.16) +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** | $1,101,531 | +1001.5% | -13.2% | 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 | $1591.24 | +160.4% | 4-Pool | | 0981.HK | $8.21 | $10.24 | +24.7% | 4-Pool | | 1347.HK | $12.06 | $23.84 | +97.7% | 4-Pool | | 2513.HK | $102.10 | $210.80 | +106.5% | 4-Pool | | APLD | $32.19 | $31.15 | -3.2% | 4-Pool | | APP | $433.51 | $506.98 | +16.9% | 4-Pool | | AVGO | $402.17 | $399.97 | -0.5% | 4-Pool | | CIEN | $67.36 | $460.72 | +584.0% | 4-Pool | | CIFR | $15.42 | $22.11 | +43.4% | 4-Pool | | GFS | $47.80 | $68.97 | +44.3% | 4-Pool | | LITE | $62.86 | $802.01 | +1175.9% | 4-Pool | | LRCX | $246.49 | $350.33 | +42.1% | 4-Pool | | MDB | $264.69 | $342.08 | +29.2% | 4-Pool | | MP | $57.36 | $52.21 | -9.0% | 4-Pool | | MU | $465.66 | $979.30 | +110.3% | 4-Pool | | NOK | $11.30 | $12.44 | +10.1% | 4-Pool | | PWR | $317.65 | $658.56 | +107.3% | 4-Pool | | TER | $107.65 | $359.60 | +234.0% | 4-Pool | | TSM | $365.90 | $434.11 | +18.6% | 4-Pool | | WULF | $18.05 | $21.97 | +21.7% | 4-Pool | | 000660.KS | $611.02 | $1591.24 | +160.4% | V5.3 | | 005930.KS | $138.98 | $208.03 | +49.7% | V5.3 | | 0981.HK | $8.21 | $10.24 | +24.7% | V5.3 | | AAPL | $308.63 | $315.32 | +2.2% | V5.3 | | ASML | $1421.05 | $1797.32 | +26.5% | V5.3 | | CIEN | $67.36 | $460.72 | +584.0% | V5.3 | | CIFR | $15.42 | $22.11 | +43.4% | V5.3 | | CRDO | $119.59 | $257.79 | +115.6% | V5.3 | | FCX | $49.15 | $61.52 | +25.2% | V5.3 | | GFS | $47.80 | $68.97 | +44.3% | V5.3 | | LRCX | $246.49 | $350.33 | +42.1% | V5.3 | | MDB | $264.69 | $342.08 | +29.2% | V5.3 | | PWR | $317.65 | $658.56 | +107.3% | V5.3 | | QCOM | $156.00 | $189.16 | +21.3% | V5.3 | | SHLS | $9.95 | $10.02 | +0.7% | V5.3 | | TSM | $365.90 | $434.11 | +18.6% | 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7月14日

盘前简报 — 2026-07-14

# 盘前简报 — 2026-07-14 ## 市场状态 **QQQ** $725.51 — 距SMA50 ($715.16) +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** | $1,101,531 | +1001.5% | -13.2% | 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 | $1591.24 | +160.4% | 4-Pool | | 0981.HK | $8.21 | $10.24 | +24.7% | 4-Pool | | 1347.HK | $12.06 | $23.84 | +97.7% | 4-Pool | | 2513.HK | $102.10 | $210.80 | +106.5% | 4-Pool | | APLD | $32.19 | $31.15 | -3.2% | 4-Pool | | APP | $433.51 | $506.98 | +16.9% | 4-Pool | | AVGO | $402.17 | $399.97 | -0.5% | 4-Pool | | CIEN | $67.36 | $460.72 | +584.0% | 4-Pool | | CIFR | $15.42 | $22.11 | +43.4% | 4-Pool | | GFS | $47.80 | $68.97 | +44.3% | 4-Pool | | LITE | $62.86 | $802.01 | +1175.9% | 4-Pool | | LRCX | $246.49 | $350.33 | +42.1% | 4-Pool | | MDB | $264.69 | $342.08 | +29.2% | 4-Pool | | MP | $57.36 | $52.21 | -9.0% | 4-Pool | | MU | $465.66 | $979.30 | +110.3% | 4-Pool | | NOK | $11.30 | $12.44 | +10.1% | 4-Pool | | PWR | $317.65 | $658.56 | +107.3% | 4-Pool | | TER | $107.65 | $359.60 | +234.0% | 4-Pool | | TSM | $365.90 | $434.11 | +18.6% | 4-Pool | | WULF | $18.05 | $21.97 | +21.7% | 4-Pool | | 000660.KS | $611.02 | $1591.24 | +160.4% | V5.3 | | 005930.KS | $138.98 | $208.03 | +49.7% | V5.3 | | 0981.HK | $8.21 | $10.24 | +24.7% | V5.3 | | AAPL | $308.63 | $315.32 | +2.2% | V5.3 | | ASML | $1421.05 | $1797.32 | +26.5% | V5.3 | | CIEN | $67.36 | $460.72 | +584.0% | V5.3 | | CIFR | $15.42 | $22.11 | +43.4% | V5.3 | | CRDO | $119.59 | $257.79 | +115.6% | V5.3 | | FCX | $49.15 | $61.52 | +25.2% | V5.3 | | GFS | $47.80 | $68.97 | +44.3% | V5.3 | | LRCX | $246.49 | $350.33 | +42.1% | V5.3 | | MDB | $264.69 | $342.08 | +29.2% | V5.3 | | PWR | $317.65 | $658.56 | +107.3% | V5.3 | | QCOM | $156.00 | $189.16 | +21.3% | V5.3 | | SHLS | $9.95 | $10.02 | +0.7% | V5.3 | | TSM | $365.90 | $434.11 | +18.6% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月13日

盘后简报 — 2026-07-13

# 盘后简报 — 2026-07-13 ## 市场状态 **QQQ** $723.28 — 距SMA50 ($713.80) +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** | $1,113,058 | +1013.1% | -12.3% | 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 | $1595.62 | +161.1% | 4-Pool | | 0981.HK | $8.21 | $10.74 | +30.9% | 4-Pool | | 1347.HK | $12.06 | $25.94 | +115.0% | 4-Pool | | 2513.HK | $102.10 | $261.18 | +155.8% | 4-Pool | | APLD | $32.19 | $32.29 | +0.3% | 4-Pool | | APP | $433.51 | $520.43 | +20.1% | 4-Pool | | AVGO | $402.17 | $401.11 | -0.3% | 4-Pool | | CIEN | $67.36 | $462.34 | +586.4% | 4-Pool | | CIFR | $15.42 | $23.26 | +50.8% | 4-Pool | | GFS | $47.80 | $69.71 | +45.8% | 4-Pool | | LITE | $62.86 | $785.77 | +1150.0% | 4-Pool | | LRCX | $246.49 | $353.17 | +43.3% | 4-Pool | | MDB | $264.69 | $362.87 | +37.1% | 4-Pool | | MP | $57.36 | $51.71 | -9.9% | 4-Pool | | MU | $465.66 | $991.64 | +113.0% | 4-Pool | | NOK | $11.30 | $12.90 | +14.2% | 4-Pool | | PWR | $317.65 | $668.17 | +110.3% | 4-Pool | | TER | $107.65 | $362.75 | +237.0% | 4-Pool | | TSM | $365.90 | $436.96 | +19.4% | 4-Pool | | WULF | $18.05 | $23.20 | +28.5% | 4-Pool | | 000660.KS | $611.02 | $1595.62 | +161.1% | V5.3 | | 005930.KS | $138.98 | $202.92 | +46.0% | V5.3 | | 0981.HK | $8.21 | $10.74 | +30.9% | V5.3 | | AAPL | $308.63 | $316.22 | +2.5% | V5.3 | | ASML | $1421.05 | $1804.25 | +27.0% | V5.3 | | CIEN | $67.36 | $462.34 | +586.4% | V5.3 | | CIFR | $15.42 | $23.26 | +50.8% | V5.3 | | CRDO | $119.59 | $265.65 | +122.1% | V5.3 | | FCX | $49.15 | $60.53 | +23.2% | V5.3 | | GFS | $47.80 | $69.71 | +45.8% | V5.3 | | LRCX | $246.49 | $353.17 | +43.3% | V5.3 | | MDB | $264.69 | $362.87 | +37.1% | V5.3 | | PWR | $317.65 | $668.17 | +110.3% | V5.3 | | QCOM | $156.00 | $191.11 | +22.5% | V5.3 | | SHLS | $9.95 | $10.08 | +1.3% | V5.3 | | TSM | $365.90 | $436.96 | +19.4% | 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7月13日

盘前简报 — 2026-07-13

# 盘前简报 — 2026-07-13 ## 市场状态 **QQQ** $723.28 — 距SMA50 ($713.80) +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** | $1,113,058 | +1013.1% | -12.3% | 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 | $1595.62 | +161.1% | 4-Pool | | 0981.HK | $8.21 | $10.74 | +30.9% | 4-Pool | | 1347.HK | $12.06 | $25.94 | +115.0% | 4-Pool | | 2513.HK | $102.10 | $261.18 | +155.8% | 4-Pool | | APLD | $32.19 | $32.29 | +0.3% | 4-Pool | | APP | $433.51 | $520.43 | +20.1% | 4-Pool | | AVGO | $402.17 | $401.11 | -0.3% | 4-Pool | | CIEN | $67.36 | $462.34 | +586.4% | 4-Pool | | CIFR | $15.42 | $23.26 | +50.8% | 4-Pool | | GFS | $47.80 | $69.71 | +45.8% | 4-Pool | | LITE | $62.86 | $785.77 | +1150.0% | 4-Pool | | LRCX | $246.49 | $353.17 | +43.3% | 4-Pool | | MDB | $264.69 | $362.87 | +37.1% | 4-Pool | | MP | $57.36 | $51.71 | -9.9% | 4-Pool | | MU | $465.66 | $991.64 | +113.0% | 4-Pool | | NOK | $11.30 | $12.90 | +14.2% | 4-Pool | | PWR | $317.65 | $668.17 | +110.3% | 4-Pool | | TER | $107.65 | $362.75 | +237.0% | 4-Pool | | TSM | $365.90 | $436.96 | +19.4% | 4-Pool | | WULF | $18.05 | $23.20 | +28.5% | 4-Pool | | 000660.KS | $611.02 | $1595.62 | +161.1% | V5.3 | | 005930.KS | $138.98 | $202.92 | +46.0% | V5.3 | | 0981.HK | $8.21 | $10.74 | +30.9% | V5.3 | | AAPL | $308.63 | $316.22 | +2.5% | V5.3 | | ASML | $1421.05 | $1804.25 | +27.0% | V5.3 | | CIEN | $67.36 | $462.34 | +586.4% | V5.3 | | CIFR | $15.42 | $23.26 | +50.8% | V5.3 | | CRDO | $119.59 | $265.65 | +122.1% | V5.3 | | FCX | $49.15 | $60.53 | +23.2% | V5.3 | | GFS | $47.80 | $69.71 | +45.8% | V5.3 | | LRCX | $246.49 | $353.17 | +43.3% | V5.3 | | MDB | $264.69 | $362.87 | +37.1% | V5.3 | | PWR | $317.65 | $668.17 | +110.3% | V5.3 | | QCOM | $156.00 | $191.11 | +22.5% | V5.3 | | SHLS | $9.95 | $10.08 | +1.3% | V5.3 | | TSM | $365.90 | $436.96 | +19.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月10日

盘后简报 — 2026-07-10

# 盘后简报 — 2026-07-10 ## 市场状态 **QQQ** $711.44 — 距SMA50 ($712.62) -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** | $1,078,787 | +978.8% | -15.0% | 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 | $1515.33 | +148.0% | 4-Pool | | 0981.HK | $8.21 | $9.74 | +18.7% | 4-Pool | | 1347.HK | $12.06 | $23.92 | +98.3% | 4-Pool | | 2513.HK | $102.10 | $234.58 | +129.8% | 4-Pool | | APLD | $32.19 | $31.44 | -2.3% | 4-Pool | | APP | $433.51 | $522.18 | +20.5% | 4-Pool | | AVGO | $402.17 | $388.69 | -3.4% | 4-Pool | | CIEN | $67.36 | $440.97 | +554.6% | 4-Pool | | CIFR | $15.42 | $21.85 | +41.7% | 4-Pool | | GFS | $47.80 | $67.97 | +42.2% | 4-Pool | | LITE | $62.86 | $707.10 | +1024.9% | 4-Pool | | LRCX | $246.49 | $333.15 | +35.2% | 4-Pool | | MDB | $264.69 | $359.40 | +35.8% | 4-Pool | | MP | $57.36 | $53.00 | -7.6% | 4-Pool | | MU | $465.66 | $948.80 | +103.8% | 4-Pool | | NOK | $11.30 | $11.95 | +5.8% | 4-Pool | | PWR | $317.65 | $666.33 | +109.8% | 4-Pool | | TER | $107.65 | $351.57 | +226.6% | 4-Pool | | TSM | $365.90 | $436.98 | +19.4% | 4-Pool | | WULF | $18.05 | $22.83 | +26.5% | 4-Pool | | 000660.KS | $611.02 | $1515.33 | +148.0% | V5.3 | | 005930.KS | $138.98 | $202.55 | +45.7% | V5.3 | | 0981.HK | $8.21 | $9.74 | +18.7% | V5.3 | | AAPL | $308.63 | $313.39 | +1.5% | V5.3 | | ASML | $1421.05 | $1768.65 | +24.5% | V5.3 | | CIEN | $67.36 | $440.97 | +554.6% | V5.3 | | CIFR | $15.42 | $21.85 | +41.7% | V5.3 | | CRDO | $119.59 | $258.69 | +116.3% | V5.3 | | FCX | $49.15 | $57.50 | +17.0% | V5.3 | | GFS | $47.80 | $67.97 | +42.2% | V5.3 | | LRCX | $246.49 | $333.15 | +35.2% | V5.3 | | MDB | $264.69 | $359.40 | +35.8% | V5.3 | | PWR | $317.65 | $666.33 | +109.8% | V5.3 | | QCOM | $156.00 | $186.56 | +19.6% | V5.3 | | SHLS | $9.95 | $9.78 | -1.8% | V5.3 | | TSM | $365.90 | $436.98 | +19.4% | 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7月10日

盘前简报 — 2026-07-10

# 盘前简报 — 2026-07-10 ## 市场状态 **QQQ** $711.44 — 距SMA50 ($712.62) -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** | $1,078,787 | +978.8% | -15.0% | 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 | $1515.33 | +148.0% | 4-Pool | | 0981.HK | $8.21 | $9.74 | +18.7% | 4-Pool | | 1347.HK | $12.06 | $23.92 | +98.3% | 4-Pool | | 2513.HK | $102.10 | $234.58 | +129.8% | 4-Pool | | APLD | $32.19 | $31.44 | -2.3% | 4-Pool | | APP | $433.51 | $522.18 | +20.5% | 4-Pool | | AVGO | $402.17 | $388.69 | -3.4% | 4-Pool | | CIEN | $67.36 | $440.97 | +554.6% | 4-Pool | | CIFR | $15.42 | $21.85 | +41.7% | 4-Pool | | GFS | $47.80 | $67.97 | +42.2% | 4-Pool | | LITE | $62.86 | $707.10 | +1024.9% | 4-Pool | | LRCX | $246.49 | $333.15 | +35.2% | 4-Pool | | MDB | $264.69 | $359.40 | +35.8% | 4-Pool | | MP | $57.36 | $53.00 | -7.6% | 4-Pool | | MU | $465.66 | $948.80 | +103.8% | 4-Pool | | NOK | $11.30 | $11.95 | +5.8% | 4-Pool | | PWR | $317.65 | $666.33 | +109.8% | 4-Pool | | TER | $107.65 | $351.57 | +226.6% | 4-Pool | | TSM | $365.90 | $436.98 | +19.4% | 4-Pool | | WULF | $18.05 | $22.83 | +26.5% | 4-Pool | | 000660.KS | $611.02 | $1515.33 | +148.0% | V5.3 | | 005930.KS | $138.98 | $202.55 | +45.7% | V5.3 | | 0981.HK | $8.21 | $9.74 | +18.7% | V5.3 | | AAPL | $308.63 | $313.39 | +1.5% | V5.3 | | ASML | $1421.05 | $1768.65 | +24.5% | V5.3 | | CIEN | $67.36 | $440.97 | +554.6% | V5.3 | | CIFR | $15.42 | $21.85 | +41.7% | V5.3 | | CRDO | $119.59 | $258.69 | +116.3% | V5.3 | | FCX | $49.15 | $57.50 | +17.0% | V5.3 | | GFS | $47.80 | $67.97 | +42.2% | V5.3 | | LRCX | $246.49 | $333.15 | +35.2% | V5.3 | | MDB | $264.69 | $359.40 | +35.8% | V5.3 | | PWR | $317.65 | $666.33 | +109.8% | V5.3 | | QCOM | $156.00 | $186.56 | +19.6% | V5.3 | | SHLS | $9.95 | $9.78 | -1.8% | V5.3 | | TSM | $365.90 | $436.98 | +19.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月9日

盘后简报 — 2026-07-09

# 盘后简报 — 2026-07-09 ## 市场状态 **QQQ** $709.43 — 距SMA50 ($711.66) -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** | $1,060,099 | +960.1% | -16.5% | 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 | $1606.57 | +162.9% | 4-Pool | | 0981.HK | $8.21 | $9.44 | +15.0% | 4-Pool | | 1347.HK | $12.06 | $23.14 | +91.8% | 4-Pool | | 2513.HK | $102.10 | $206.94 | +102.7% | 4-Pool | | APLD | $32.19 | $30.71 | -4.6% | 4-Pool | | APP | $433.51 | $527.98 | +21.8% | 4-Pool | | AVGO | $402.17 | $370.78 | -7.8% | 4-Pool | | CIEN | $67.36 | $418.91 | +521.9% | 4-Pool | | CIFR | $15.42 | $20.47 | +32.7% | 4-Pool | | GFS | $47.80 | $65.84 | +37.7% | 4-Pool | | LITE | $62.86 | $698.91 | +1011.9% | 4-Pool | | LRCX | $246.49 | $326.13 | +32.3% | 4-Pool | | MDB | $264.69 | $361.32 | +36.5% | 4-Pool | | MP | $57.36 | $50.49 | -12.0% | 4-Pool | | MU | $465.66 | $938.38 | +101.5% | 4-Pool | | NOK | $11.30 | $11.85 | +4.9% | 4-Pool | | PWR | $317.65 | $656.79 | +106.8% | 4-Pool | | TER | $107.65 | $343.11 | +218.7% | 4-Pool | | TSM | $365.90 | $432.57 | +18.2% | 4-Pool | | WULF | $18.05 | $20.24 | +12.1% | 4-Pool | | 000660.KS | $611.02 | $1606.57 | +162.9% | V5.3 | | 005930.KS | $138.98 | $216.06 | +55.5% | V5.3 | | 0981.HK | $8.21 | $9.44 | +15.0% | V5.3 | | AAPL | $308.63 | $310.66 | +0.7% | V5.3 | | ASML | $1421.05 | $1747.28 | +23.0% | V5.3 | | CIEN | $67.36 | $418.91 | +521.9% | V5.3 | | CIFR | $15.42 | $20.47 | +32.7% | V5.3 | | CRDO | $119.59 | $246.40 | +106.0% | V5.3 | | FCX | $49.15 | $59.33 | +20.7% | V5.3 | | GFS | $47.80 | $65.84 | +37.7% | V5.3 | | LRCX | $246.49 | $326.13 | +32.3% | V5.3 | | MDB | $264.69 | $361.32 | +36.5% | V5.3 | | PWR | $317.65 | $656.79 | +106.8% | V5.3 | | QCOM | $156.00 | $182.97 | +17.3% | V5.3 | | SHLS | $9.95 | $10.04 | +0.9% | V5.3 | | TSM | $365.90 | $432.57 | +18.2% | 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7月9日

盘前简报 — 2026-07-09

# 盘前简报 — 2026-07-09 ## 市场状态 **QQQ** $709.43 — 距SMA50 ($711.66) -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** | $1,060,099 | +960.1% | -16.5% | 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 | $1606.57 | +162.9% | 4-Pool | | 0981.HK | $8.21 | $9.44 | +15.0% | 4-Pool | | 1347.HK | $12.06 | $23.14 | +91.8% | 4-Pool | | 2513.HK | $102.10 | $206.94 | +102.7% | 4-Pool | | APLD | $32.19 | $30.71 | -4.6% | 4-Pool | | APP | $433.51 | $527.98 | +21.8% | 4-Pool | | AVGO | $402.17 | $370.78 | -7.8% | 4-Pool | | CIEN | $67.36 | $418.91 | +521.9% | 4-Pool | | CIFR | $15.42 | $20.47 | +32.7% | 4-Pool | | GFS | $47.80 | $65.84 | +37.7% | 4-Pool | | LITE | $62.86 | $698.91 | +1011.9% | 4-Pool | | LRCX | $246.49 | $326.13 | +32.3% | 4-Pool | | MDB | $264.69 | $361.32 | +36.5% | 4-Pool | | MP | $57.36 | $50.49 | -12.0% | 4-Pool | | MU | $465.66 | $938.38 | +101.5% | 4-Pool | | NOK | $11.30 | $11.85 | +4.9% | 4-Pool | | PWR | $317.65 | $656.79 | +106.8% | 4-Pool | | TER | $107.65 | $343.11 | +218.7% | 4-Pool | | TSM | $365.90 | $432.57 | +18.2% | 4-Pool | | WULF | $18.05 | $20.24 | +12.1% | 4-Pool | | 000660.KS | $611.02 | $1606.57 | +162.9% | V5.3 | | 005930.KS | $138.98 | $216.06 | +55.5% | V5.3 | | 0981.HK | $8.21 | $9.44 | +15.0% | V5.3 | | AAPL | $308.63 | $310.66 | +0.7% | V5.3 | | ASML | $1421.05 | $1747.28 | +23.0% | V5.3 | | CIEN | $67.36 | $418.91 | +521.9% | V5.3 | | CIFR | $15.42 | $20.47 | +32.7% | V5.3 | | CRDO | $119.59 | $246.40 | +106.0% | V5.3 | | FCX | $49.15 | $59.33 | +20.7% | V5.3 | | GFS | $47.80 | $65.84 | +37.7% | V5.3 | | LRCX | $246.49 | $326.13 | +32.3% | V5.3 | | MDB | $264.69 | $361.32 | +36.5% | V5.3 | | PWR | $317.65 | $656.79 | +106.8% | V5.3 | | QCOM | $156.00 | $182.97 | +17.3% | V5.3 | | SHLS | $9.95 | $10.04 | +0.9% | V5.3 | | TSM | $365.90 | $432.57 | +18.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月8日

盘后简报 — 2026-07-08

# 盘后简报 — 2026-07-08 ## 市场状态 **QQQ** $722.82 — 距SMA50 ($710.50) +1.7% · 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** | $1,105,399 | +1005.4% | -12.9% | 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 | $1710.22 | +179.9% | 4-Pool | | 0981.HK | $8.21 | $9.74 | +18.6% | 4-Pool | | 1347.HK | $12.06 | $22.88 | +89.7% | 4-Pool | | 2513.HK | $102.10 | $196.66 | +92.6% | 4-Pool | | APLD | $32.19 | $33.50 | +4.1% | 4-Pool | | APP | $433.51 | $543.79 | +25.4% | 4-Pool | | AVGO | $402.17 | $373.90 | -7.0% | 4-Pool | | CIEN | $67.36 | $433.83 | +544.0% | 4-Pool | | CIFR | $15.42 | $21.73 | +40.9% | 4-Pool | | GFS | $47.80 | $68.91 | +44.2% | 4-Pool | | LITE | $62.86 | $731.25 | +1063.3% | 4-Pool | | LRCX | $246.49 | $350.20 | +42.1% | 4-Pool | | MDB | $264.69 | $357.91 | +35.2% | 4-Pool | | MP | $57.36 | $53.01 | -7.6% | 4-Pool | | MU | $465.66 | $984.75 | +111.5% | 4-Pool | | NOK | $11.30 | $12.51 | +10.7% | 4-Pool | | PWR | $317.65 | $674.04 | +112.2% | 4-Pool | | TER | $107.65 | $379.52 | +252.5% | 4-Pool | | TSM | $365.90 | $451.79 | +23.5% | 4-Pool | | WULF | $18.05 | $22.21 | +23.0% | 4-Pool | | 000660.KS | $611.02 | $1710.22 | +179.9% | V5.3 | | 005930.KS | $138.98 | $232.12 | +67.0% | V5.3 | | 0981.HK | $8.21 | $9.74 | +18.6% | V5.3 | | AAPL | $308.63 | $312.66 | +1.3% | V5.3 | | ASML | $1421.05 | $1825.07 | +28.4% | V5.3 | | CIEN | $67.36 | $433.83 | +544.0% | V5.3 | | CIFR | $15.42 | $21.73 | +40.9% | V5.3 | | CRDO | $119.59 | $265.55 | +122.1% | V5.3 | | FCX | $49.15 | $61.00 | +24.1% | V5.3 | | GFS | $47.80 | $68.91 | +44.2% | V5.3 | | LRCX | $246.49 | $350.20 | +42.1% | V5.3 | | MDB | $264.69 | $357.91 | +35.2% | V5.3 | | PWR | $317.65 | $674.04 | +112.2% | V5.3 | | QCOM | $156.00 | $186.48 | +19.5% | V5.3 | | SHLS | $9.95 | $10.58 | +6.3% | V5.3 | | TSM | $365.90 | $451.79 | +23.5% | 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7月8日

盘前简报 — 2026-07-08

# 盘前简报 — 2026-07-08 ## 市场状态 **QQQ** $722.82 — 距SMA50 ($710.50) +1.7% · 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** | $1,105,399 | +1005.4% | -12.9% | 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 | $1710.22 | +179.9% | 4-Pool | | 0981.HK | $8.21 | $9.74 | +18.6% | 4-Pool | | 1347.HK | $12.06 | $22.88 | +89.7% | 4-Pool | | 2513.HK | $102.10 | $196.66 | +92.6% | 4-Pool | | APLD | $32.19 | $33.50 | +4.1% | 4-Pool | | APP | $433.51 | $543.79 | +25.4% | 4-Pool | | AVGO | $402.17 | $373.90 | -7.0% | 4-Pool | | CIEN | $67.36 | $433.83 | +544.0% | 4-Pool | | CIFR | $15.42 | $21.73 | +40.9% | 4-Pool | | GFS | $47.80 | $68.91 | +44.2% | 4-Pool | | LITE | $62.86 | $731.25 | +1063.3% | 4-Pool | | LRCX | $246.49 | $350.20 | +42.1% | 4-Pool | | MDB | $264.69 | $357.91 | +35.2% | 4-Pool | | MP | $57.36 | $53.01 | -7.6% | 4-Pool | | MU | $465.66 | $984.75 | +111.5% | 4-Pool | | NOK | $11.30 | $12.51 | +10.7% | 4-Pool | | PWR | $317.65 | $674.04 | +112.2% | 4-Pool | | TER | $107.65 | $379.52 | +252.5% | 4-Pool | | TSM | $365.90 | $451.79 | +23.5% | 4-Pool | | WULF | $18.05 | $22.21 | +23.0% | 4-Pool | | 000660.KS | $611.02 | $1710.22 | +179.9% | V5.3 | | 005930.KS | $138.98 | $232.12 | +67.0% | V5.3 | | 0981.HK | $8.21 | $9.74 | +18.6% | V5.3 | | AAPL | $308.63 | $312.66 | +1.3% | V5.3 | | ASML | $1421.05 | $1825.07 | +28.4% | V5.3 | | CIEN | $67.36 | $433.83 | +544.0% | V5.3 | | CIFR | $15.42 | $21.73 | +40.9% | V5.3 | | CRDO | $119.59 | $265.55 | +122.1% | V5.3 | | FCX | $49.15 | $61.00 | +24.1% | V5.3 | | GFS | $47.80 | $68.91 | +44.2% | V5.3 | | LRCX | $246.49 | $350.20 | +42.1% | V5.3 | | MDB | $264.69 | $357.91 | +35.2% | V5.3 | | PWR | $317.65 | $674.04 | +112.2% | V5.3 | | QCOM | $156.00 | $186.48 | +19.5% | V5.3 | | SHLS | $9.95 | $10.58 | +6.3% | V5.3 | | TSM | $365.90 | $451.79 | +23.5% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月7日

盘后简报 — 2026-07-07

# 盘后简报 — 2026-07-07 ## 市场状态 **QQQ** $712.60 — 距SMA50 ($709.15) +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** | $1,085,190 | +985.2% | -14.5% | 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 | $1770.07 | +189.7% | 4-Pool | | 0981.HK | $8.21 | $9.97 | +21.5% | 4-Pool | | 1347.HK | $12.06 | $22.88 | +89.7% | 4-Pool | | 2513.HK | $102.10 | $230.46 | +125.7% | 4-Pool | | APLD | $32.19 | $33.06 | +2.7% | 4-Pool | | APP | $433.51 | $527.06 | +21.6% | 4-Pool | | AVGO | $402.17 | $360.45 | -10.4% | 4-Pool | | CIEN | $67.36 | $422.46 | +527.2% | 4-Pool | | CIFR | $15.42 | $20.04 | +30.0% | 4-Pool | | GFS | $47.80 | $69.84 | +46.1% | 4-Pool | | LITE | $62.86 | $728.32 | +1058.6% | 4-Pool | | LRCX | $246.49 | $351.41 | +42.6% | 4-Pool | | MDB | $264.69 | $354.88 | +34.1% | 4-Pool | | MP | $57.36 | $53.31 | -7.1% | 4-Pool | | MU | $465.66 | $975.56 | +109.5% | 4-Pool | | NOK | $11.30 | $12.07 | +6.8% | 4-Pool | | PWR | $317.65 | $668.31 | +110.4% | 4-Pool | | TER | $107.65 | $369.09 | +242.9% | 4-Pool | | TSM | $365.90 | $434.16 | +18.7% | 4-Pool | | WULF | $18.05 | $21.18 | +17.3% | 4-Pool | | 000660.KS | $611.02 | $1770.07 | +189.7% | V5.3 | | 005930.KS | $138.98 | $225.91 | +62.5% | V5.3 | | 0981.HK | $8.21 | $9.97 | +21.5% | V5.3 | | AAPL | $308.63 | $308.63 | +0.0% | V5.3 | | ASML | $1421.05 | $1769.32 | +24.5% | V5.3 | | CIEN | $67.36 | $422.46 | +527.2% | V5.3 | | CIFR | $15.42 | $20.04 | +30.0% | V5.3 | | CRDO | $119.59 | $241.91 | +102.3% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $69.84 | +46.1% | V5.3 | | LRCX | $246.49 | $351.41 | +42.6% | V5.3 | | MDB | $264.69 | $354.88 | +34.1% | V5.3 | | PWR | $317.65 | $668.31 | +110.4% | V5.3 | | QCOM | $156.00 | $176.25 | +13.0% | V5.3 | | SHLS | $9.95 | $9.95 | +0.0% | V5.3 | | TSM | $365.90 | $434.16 | +18.7% | 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7月7日

盘前简报 — 2026-07-07

# 盘前简报 — 2026-07-07 ## 市场状态 **QQQ** $712.60 — 距SMA50 ($709.15) +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** | $1,085,190 | +985.2% | -14.5% | 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 | $1770.07 | +189.7% | 4-Pool | | 0981.HK | $8.21 | $9.97 | +21.5% | 4-Pool | | 1347.HK | $12.06 | $22.88 | +89.7% | 4-Pool | | 2513.HK | $102.10 | $230.46 | +125.7% | 4-Pool | | APLD | $32.19 | $33.06 | +2.7% | 4-Pool | | APP | $433.51 | $527.06 | +21.6% | 4-Pool | | AVGO | $402.17 | $360.45 | -10.4% | 4-Pool | | CIEN | $67.36 | $422.46 | +527.2% | 4-Pool | | CIFR | $15.42 | $20.04 | +30.0% | 4-Pool | | GFS | $47.80 | $69.84 | +46.1% | 4-Pool | | LITE | $62.86 | $728.32 | +1058.6% | 4-Pool | | LRCX | $246.49 | $351.41 | +42.6% | 4-Pool | | MDB | $264.69 | $354.88 | +34.1% | 4-Pool | | MP | $57.36 | $53.31 | -7.1% | 4-Pool | | MU | $465.66 | $975.56 | +109.5% | 4-Pool | | NOK | $11.30 | $12.07 | +6.8% | 4-Pool | | PWR | $317.65 | $668.31 | +110.4% | 4-Pool | | TER | $107.65 | $369.09 | +242.9% | 4-Pool | | TSM | $365.90 | $434.16 | +18.7% | 4-Pool | | WULF | $18.05 | $21.18 | +17.3% | 4-Pool | | 000660.KS | $611.02 | $1770.07 | +189.7% | V5.3 | | 005930.KS | $138.98 | $225.91 | +62.5% | V5.3 | | 0981.HK | $8.21 | $9.97 | +21.5% | V5.3 | | AAPL | $308.63 | $308.63 | +0.0% | V5.3 | | ASML | $1421.05 | $1769.32 | +24.5% | V5.3 | | CIEN | $67.36 | $422.46 | +527.2% | V5.3 | | CIFR | $15.42 | $20.04 | +30.0% | V5.3 | | CRDO | $119.59 | $241.91 | +102.3% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $69.84 | +46.1% | V5.3 | | LRCX | $246.49 | $351.41 | +42.6% | V5.3 | | MDB | $264.69 | $354.88 | +34.1% | V5.3 | | PWR | $317.65 | $668.31 | +110.4% | V5.3 | | QCOM | $156.00 | $176.25 | +13.0% | V5.3 | | SHLS | $9.95 | $9.95 | +0.0% | V5.3 | | TSM | $365.90 | $434.16 | +18.7% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月6日

盘后简报 — 2026-07-06

# 盘后简报 — 2026-07-06 ## 市场状态 **QQQ** $712.60 — 距SMA50 ($709.15) +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** | $1,073,750 | +973.7% | -15.4% | 14 | 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 | $1596.35 | +161.3% | 4-Pool | | 0981.HK | $8.21 | $10.33 | +25.9% | 4-Pool | | 1347.HK | $12.06 | $23.92 | +98.3% | 4-Pool | | 2513.HK | $102.10 | $225.45 | +120.8% | 4-Pool | | APLD | $32.19 | $33.06 | +2.7% | 4-Pool | | APP | $433.51 | $527.06 | +21.6% | 4-Pool | | AVGO | $402.17 | $360.45 | -10.4% | 4-Pool | | CIEN | $67.36 | $422.46 | +527.2% | 4-Pool | | CIFR | $15.42 | $20.04 | +30.0% | 4-Pool | | GFS | $47.80 | $69.84 | +46.1% | 4-Pool | | LITE | $62.86 | $728.32 | +1058.6% | 4-Pool | | LRCX | $246.49 | $351.41 | +42.6% | 4-Pool | | MDB | $264.69 | $354.88 | +34.1% | 4-Pool | | MP | $57.36 | $53.31 | -7.1% | 4-Pool | | MU | $465.66 | $975.56 | +109.5% | 4-Pool | | NOK | $11.30 | $12.07 | +6.8% | 4-Pool | | PWR | $317.65 | $668.31 | +110.4% | 4-Pool | | TER | $107.65 | $369.09 | +242.9% | 4-Pool | | TSM | $365.90 | $434.16 | +18.7% | 4-Pool | | WULF | $18.05 | $21.18 | +17.3% | 4-Pool | | 000660.KS | $611.02 | $1596.35 | +161.3% | V5.3 | | 005930.KS | $138.98 | $208.76 | +50.2% | V5.3 | | 0981.HK | $8.21 | $10.33 | +25.9% | V5.3 | | ASML | $1421.05 | $1769.32 | +24.5% | V5.3 | | CIEN | $67.36 | $422.46 | +527.2% | V5.3 | | CIFR | $15.42 | $20.04 | +30.0% | V5.3 | | CRDO | $119.59 | $241.91 | +102.3% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $69.84 | +46.1% | V5.3 | | LRCX | $246.49 | $351.41 | +42.6% | V5.3 | | MDB | $264.69 | $354.88 | +34.1% | V5.3 | | PWR | $317.65 | $668.31 | +110.4% | V5.3 | | QCOM | $156.00 | $176.25 | +13.0% | V5.3 | | TSM | $365.90 | $434.16 | +18.7% | 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7月6日

盘前简报 — 2026-07-06

# 盘前简报 — 2026-07-06 ## 市场状态 **QQQ** $712.60 — 距SMA50 ($709.15) +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** | $1,073,750 | +973.7% | -15.4% | 14 | 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 | $1596.35 | +161.3% | 4-Pool | | 0981.HK | $8.21 | $10.33 | +25.9% | 4-Pool | | 1347.HK | $12.06 | $23.92 | +98.3% | 4-Pool | | 2513.HK | $102.10 | $225.45 | +120.8% | 4-Pool | | APLD | $32.19 | $33.06 | +2.7% | 4-Pool | | APP | $433.51 | $527.06 | +21.6% | 4-Pool | | AVGO | $402.17 | $360.45 | -10.4% | 4-Pool | | CIEN | $67.36 | $422.46 | +527.2% | 4-Pool | | CIFR | $15.42 | $20.04 | +30.0% | 4-Pool | | GFS | $47.80 | $69.84 | +46.1% | 4-Pool | | LITE | $62.86 | $728.32 | +1058.6% | 4-Pool | | LRCX | $246.49 | $351.41 | +42.6% | 4-Pool | | MDB | $264.69 | $354.88 | +34.1% | 4-Pool | | MP | $57.36 | $53.31 | -7.1% | 4-Pool | | MU | $465.66 | $975.56 | +109.5% | 4-Pool | | NOK | $11.30 | $12.07 | +6.8% | 4-Pool | | PWR | $317.65 | $668.31 | +110.4% | 4-Pool | | TER | $107.65 | $369.09 | +242.9% | 4-Pool | | TSM | $365.90 | $434.16 | +18.7% | 4-Pool | | WULF | $18.05 | $21.18 | +17.3% | 4-Pool | | 000660.KS | $611.02 | $1596.35 | +161.3% | V5.3 | | 005930.KS | $138.98 | $208.76 | +50.2% | V5.3 | | 0981.HK | $8.21 | $10.33 | +25.9% | V5.3 | | ASML | $1421.05 | $1769.32 | +24.5% | V5.3 | | CIEN | $67.36 | $422.46 | +527.2% | V5.3 | | CIFR | $15.42 | $20.04 | +30.0% | V5.3 | | CRDO | $119.59 | $241.91 | +102.3% | V5.3 | | FCX | $49.15 | $60.97 | +24.0% | V5.3 | | GFS | $47.80 | $69.84 | +46.1% | V5.3 | | LRCX | $246.49 | $351.41 | +42.6% | V5.3 | | MDB | $264.69 | $354.88 | +34.1% | V5.3 | | PWR | $317.65 | $668.31 | +110.4% | V5.3 | | QCOM | $156.00 | $176.25 | +13.0% | V5.3 | | TSM | $365.90 | $434.16 | +18.7% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月3日

盘后简报 — 2026-07-03

# 盘后简报 — 2026-07-03 ## 市场状态 **QQQ** $725.17 — 距SMA50 ($707.78) +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** | $1,149,979 | +1050.0% | -9.4% | 14 | 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 | $1868.61 | +205.8% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $35.52 | +10.3% | 4-Pool | | APP | $433.51 | $564.61 | +30.2% | 4-Pool | | AVGO | $402.17 | $369.34 | -8.2% | 4-Pool | | CIEN | $67.36 | $462.44 | +586.5% | 4-Pool | | CIFR | $15.42 | $22.84 | +48.1% | 4-Pool | | GFS | $47.80 | $77.23 | +61.6% | 4-Pool | | LITE | $62.86 | $801.16 | +1174.5% | 4-Pool | | LRCX | $246.49 | $391.26 | +58.7% | 4-Pool | | MDB | $264.69 | $359.38 | +35.8% | 4-Pool | | MP | $57.36 | $54.28 | -5.4% | 4-Pool | | MU | $465.66 | $1032.28 | +121.7% | 4-Pool | | NOK | $11.30 | $12.91 | +14.2% | 4-Pool | | PWR | $317.65 | $691.40 | +117.7% | 4-Pool | | TER | $107.65 | $427.34 | +297.0% | 4-Pool | | TSM | $365.90 | $444.23 | +21.4% | 4-Pool | | WULF | $18.05 | $23.58 | +30.6% | 4-Pool | | 000660.KS | $611.02 | $1868.61 | +205.8% | V5.3 | | 005930.KS | $138.98 | $229.56 | +65.2% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1843.04 | +29.7% | V5.3 | | CIEN | $67.36 | $462.44 | +586.5% | V5.3 | | CIFR | $15.42 | $22.84 | +48.1% | V5.3 | | CRDO | $119.59 | $259.09 | +116.6% | V5.3 | | FCX | $49.15 | $60.53 | +23.2% | V5.3 | | GFS | $47.80 | $77.23 | +61.6% | V5.3 | | LRCX | $246.49 | $391.26 | +58.7% | V5.3 | | MDB | $264.69 | $359.38 | +35.8% | V5.3 | | PWR | $317.65 | $691.40 | +117.7% | V5.3 | | QCOM | $156.00 | $181.92 | +16.6% | V5.3 | | TSM | $365.90 | $444.23 | +21.4% | 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7月3日

盘前简报 — 2026-07-03

# 盘前简报 — 2026-07-03 ## 市场状态 **QQQ** $725.17 — 距SMA50 ($707.78) +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** | $1,149,979 | +1050.0% | -9.4% | 14 | 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 | $1868.61 | +205.8% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $35.52 | +10.3% | 4-Pool | | APP | $433.51 | $564.61 | +30.2% | 4-Pool | | AVGO | $402.17 | $369.34 | -8.2% | 4-Pool | | CIEN | $67.36 | $462.44 | +586.5% | 4-Pool | | CIFR | $15.42 | $22.84 | +48.1% | 4-Pool | | GFS | $47.80 | $77.23 | +61.6% | 4-Pool | | LITE | $62.86 | $801.16 | +1174.5% | 4-Pool | | LRCX | $246.49 | $391.26 | +58.7% | 4-Pool | | MDB | $264.69 | $359.38 | +35.8% | 4-Pool | | MP | $57.36 | $54.28 | -5.4% | 4-Pool | | MU | $465.66 | $1032.28 | +121.7% | 4-Pool | | NOK | $11.30 | $12.91 | +14.2% | 4-Pool | | PWR | $317.65 | $691.40 | +117.7% | 4-Pool | | TER | $107.65 | $427.34 | +297.0% | 4-Pool | | TSM | $365.90 | $444.23 | +21.4% | 4-Pool | | WULF | $18.05 | $23.58 | +30.6% | 4-Pool | | 000660.KS | $611.02 | $1868.61 | +205.8% | V5.3 | | 005930.KS | $138.98 | $229.56 | +65.2% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1843.04 | +29.7% | V5.3 | | CIEN | $67.36 | $462.44 | +586.5% | V5.3 | | CIFR | $15.42 | $22.84 | +48.1% | V5.3 | | CRDO | $119.59 | $259.09 | +116.6% | V5.3 | | FCX | $49.15 | $60.53 | +23.2% | V5.3 | | GFS | $47.80 | $77.23 | +61.6% | V5.3 | | LRCX | $246.49 | $391.26 | +58.7% | V5.3 | | MDB | $264.69 | $359.38 | +35.8% | V5.3 | | PWR | $317.65 | $691.40 | +117.7% | V5.3 | | QCOM | $156.00 | $181.92 | +16.6% | V5.3 | | TSM | $365.90 | $444.23 | +21.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月2日

盘后简报 — 2026-07-02

# 盘后简报 — 2026-07-02 ## 市场状态 **QQQ** $736.40 — 距SMA50 ($706.22) +4.3% · 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** | $1,212,777 | +1112.8% | -4.4% | 14 | 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 | $1934.31 | +216.6% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $37.30 | +15.9% | 4-Pool | | APP | $433.51 | $515.23 | +18.9% | 4-Pool | | AVGO | $402.17 | $377.75 | -6.1% | 4-Pool | | CIEN | $67.36 | $490.56 | +628.3% | 4-Pool | | CIFR | $15.42 | $24.50 | +58.9% | 4-Pool | | GFS | $47.80 | $82.41 | +72.4% | 4-Pool | | LITE | $62.86 | $858.06 | +1265.0% | 4-Pool | | LRCX | $246.49 | $433.33 | +75.8% | 4-Pool | | MDB | $264.69 | $335.90 | +26.9% | 4-Pool | | MP | $57.36 | $56.01 | -2.4% | 4-Pool | | MU | $465.66 | $1154.29 | +147.9% | 4-Pool | | NOK | $11.30 | $13.28 | +17.5% | 4-Pool | | PWR | $317.65 | $720.04 | +126.7% | 4-Pool | | TER | $107.65 | $483.84 | +349.5% | 4-Pool | | TSM | $365.90 | $477.57 | +30.5% | 4-Pool | | WULF | $18.05 | $24.70 | +36.8% | 4-Pool | | 000660.KS | $611.02 | $1934.31 | +216.6% | V5.3 | | 005930.KS | $138.98 | $243.80 | +75.4% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1989.44 | +40.0% | V5.3 | | CIEN | $67.36 | $490.56 | +628.3% | V5.3 | | CIFR | $15.42 | $24.50 | +58.9% | V5.3 | | CRDO | $119.59 | $271.95 | +127.4% | V5.3 | | FCX | $49.15 | $62.89 | +28.0% | V5.3 | | GFS | $47.80 | $82.41 | +72.4% | V5.3 | | LRCX | $246.49 | $433.33 | +75.8% | V5.3 | | MDB | $264.69 | $335.90 | +26.9% | V5.3 | | PWR | $317.65 | $720.04 | +126.7% | V5.3 | | QCOM | $156.00 | $184.79 | +18.5% | V5.3 | | TSM | $365.90 | $477.57 | +30.5% | 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7月2日

盘后简报 — 2026-07-02

# 盘后简报 — 2026-07-02 ## 市场状态 **QQQ** $736.40 — 距SMA50 ($706.22) +4.3% · 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** | $1,212,777 | +1112.8% | -4.4% | 14 | 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 | $1934.31 | +216.6% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $37.30 | +15.9% | 4-Pool | | APP | $433.51 | $515.23 | +18.9% | 4-Pool | | AVGO | $402.17 | $377.75 | -6.1% | 4-Pool | | CIEN | $67.36 | $490.56 | +628.3% | 4-Pool | | CIFR | $15.42 | $24.50 | +58.9% | 4-Pool | | GFS | $47.80 | $82.41 | +72.4% | 4-Pool | | LITE | $62.86 | $858.06 | +1265.0% | 4-Pool | | LRCX | $246.49 | $433.33 | +75.8% | 4-Pool | | MDB | $264.69 | $335.90 | +26.9% | 4-Pool | | MP | $57.36 | $56.01 | -2.4% | 4-Pool | | MU | $465.66 | $1154.29 | +147.9% | 4-Pool | | NOK | $11.30 | $13.28 | +17.5% | 4-Pool | | PWR | $317.65 | $720.04 | +126.7% | 4-Pool | | TER | $107.65 | $483.84 | +349.5% | 4-Pool | | TSM | $365.90 | $477.57 | +30.5% | 4-Pool | | WULF | $18.05 | $24.70 | +36.8% | 4-Pool | | 000660.KS | $611.02 | $1934.31 | +216.6% | V5.3 | | 005930.KS | $138.98 | $243.80 | +75.4% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1989.44 | +40.0% | V5.3 | | CIEN | $67.36 | $490.56 | +628.3% | V5.3 | | CIFR | $15.42 | $24.50 | +58.9% | V5.3 | | CRDO | $119.59 | $271.95 | +127.4% | V5.3 | | FCX | $49.15 | $62.89 | +28.0% | V5.3 | | GFS | $47.80 | $82.41 | +72.4% | V5.3 | | LRCX | $246.49 | $433.33 | +75.8% | V5.3 | | MDB | $264.69 | $335.90 | +26.9% | V5.3 | | PWR | $317.65 | $720.04 | +126.7% | V5.3 | | QCOM | $156.00 | $184.79 | +18.5% | V5.3 | | TSM | $365.90 | $477.57 | +30.5% | 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7月2日

盘前简报 — 2026-07-02

# 盘前简报 — 2026-07-02 ## 市场状态 **QQQ** $736.40 — 距SMA50 ($706.22) +4.3% · 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** | $1,212,777 | +1112.8% | -4.4% | 14 | 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 | $1934.31 | +216.6% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $37.30 | +15.9% | 4-Pool | | APP | $433.51 | $515.23 | +18.9% | 4-Pool | | AVGO | $402.17 | $377.75 | -6.1% | 4-Pool | | CIEN | $67.36 | $490.56 | +628.3% | 4-Pool | | CIFR | $15.42 | $24.50 | +58.9% | 4-Pool | | GFS | $47.80 | $82.41 | +72.4% | 4-Pool | | LITE | $62.86 | $858.06 | +1265.0% | 4-Pool | | LRCX | $246.49 | $433.33 | +75.8% | 4-Pool | | MDB | $264.69 | $335.90 | +26.9% | 4-Pool | | MP | $57.36 | $56.01 | -2.4% | 4-Pool | | MU | $465.66 | $1154.29 | +147.9% | 4-Pool | | NOK | $11.30 | $13.28 | +17.5% | 4-Pool | | PWR | $317.65 | $720.04 | +126.7% | 4-Pool | | TER | $107.65 | $483.84 | +349.5% | 4-Pool | | TSM | $365.90 | $477.57 | +30.5% | 4-Pool | | WULF | $18.05 | $24.70 | +36.8% | 4-Pool | | 000660.KS | $611.02 | $1934.31 | +216.6% | V5.3 | | 005930.KS | $138.98 | $243.80 | +75.4% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1989.44 | +40.0% | V5.3 | | CIEN | $67.36 | $490.56 | +628.3% | V5.3 | | CIFR | $15.42 | $24.50 | +58.9% | V5.3 | | CRDO | $119.59 | $271.95 | +127.4% | V5.3 | | FCX | $49.15 | $62.89 | +28.0% | V5.3 | | GFS | $47.80 | $82.41 | +72.4% | V5.3 | | LRCX | $246.49 | $433.33 | +75.8% | V5.3 | | MDB | $264.69 | $335.90 | +26.9% | V5.3 | | PWR | $317.65 | $720.04 | +126.7% | V5.3 | | QCOM | $156.00 | $184.79 | +18.5% | V5.3 | | TSM | $365.90 | $477.57 | +30.5% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月2日

盘前简报 — 2026-07-02

# 盘前简报 — 2026-07-02 ## 市场状态 **QQQ** $736.40 — 距SMA50 ($706.22) +4.3% · 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** | $1,212,777 | +1112.8% | -4.4% | 14 | 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 | $1934.31 | +216.6% | 4-Pool | | 0981.HK | $8.21 | $11.49 | +40.0% | 4-Pool | | 1347.HK | $12.06 | $27.66 | +129.3% | 4-Pool | | 2513.HK | $102.10 | $270.44 | +164.9% | 4-Pool | | APLD | $32.19 | $37.30 | +15.9% | 4-Pool | | APP | $433.51 | $515.23 | +18.9% | 4-Pool | | AVGO | $402.17 | $377.75 | -6.1% | 4-Pool | | CIEN | $67.36 | $490.56 | +628.3% | 4-Pool | | CIFR | $15.42 | $24.50 | +58.9% | 4-Pool | | GFS | $47.80 | $82.41 | +72.4% | 4-Pool | | LITE | $62.86 | $858.06 | +1265.0% | 4-Pool | | LRCX | $246.49 | $433.33 | +75.8% | 4-Pool | | MDB | $264.69 | $335.90 | +26.9% | 4-Pool | | MP | $57.36 | $56.01 | -2.4% | 4-Pool | | MU | $465.66 | $1154.29 | +147.9% | 4-Pool | | NOK | $11.30 | $13.28 | +17.5% | 4-Pool | | PWR | $317.65 | $720.04 | +126.7% | 4-Pool | | TER | $107.65 | $483.84 | +349.5% | 4-Pool | | TSM | $365.90 | $477.57 | +30.5% | 4-Pool | | WULF | $18.05 | $24.70 | +36.8% | 4-Pool | | 000660.KS | $611.02 | $1934.31 | +216.6% | V5.3 | | 005930.KS | $138.98 | $243.80 | +75.4% | V5.3 | | 0981.HK | $8.21 | $11.49 | +40.0% | V5.3 | | ASML | $1421.05 | $1989.44 | +40.0% | V5.3 | | CIEN | $67.36 | $490.56 | +628.3% | V5.3 | | CIFR | $15.42 | $24.50 | +58.9% | V5.3 | | CRDO | $119.59 | $271.95 | +127.4% | V5.3 | | FCX | $49.15 | $62.89 | +28.0% | V5.3 | | GFS | $47.80 | $82.41 | +72.4% | V5.3 | | LRCX | $246.49 | $433.33 | +75.8% | V5.3 | | MDB | $264.69 | $335.90 | +26.9% | V5.3 | | PWR | $317.65 | $720.04 | +126.7% | V5.3 | | QCOM | $156.00 | $184.79 | +18.5% | V5.3 | | TSM | $365.90 | $477.57 | +30.5% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年7月1日

盘后简报 — 2026-07-01

# 盘后简报 — 2026-07-01 ## 市场状态 **QQQ** $724.08 — 距SMA50 ($704.47) +2.8% · 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** | $1,188,757 | +1088.8% | -6.3% | 14 | 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 | $1918.25 | +213.9% | 4-Pool | | 0981.HK | $8.21 | $10.90 | +32.8% | 4-Pool | | 1347.HK | $12.06 | $26.25 | +117.6% | 4-Pool | | 2513.HK | $102.10 | $252.06 | +146.9% | 4-Pool | | APLD | $32.19 | $37.77 | +17.3% | 4-Pool | | APP | $433.51 | $498.76 | +15.1% | 4-Pool | | AVGO | $402.17 | $372.45 | -7.4% | 4-Pool | | CIEN | $67.36 | $478.93 | +611.0% | 4-Pool | | CIFR | $15.42 | $24.83 | +61.0% | 4-Pool | | GFS | $47.80 | $81.00 | +69.5% | 4-Pool | | LITE | $62.86 | $851.40 | +1254.4% | 4-Pool | | LRCX | $246.49 | $410.91 | +66.7% | 4-Pool | | MDB | $264.69 | $338.18 | +27.8% | 4-Pool | | MP | $57.36 | $54.74 | -4.6% | 4-Pool | | MU | $465.66 | $1145.28 | +145.9% | 4-Pool | | NOK | $11.30 | $13.03 | +15.3% | 4-Pool | | PWR | $317.65 | $714.45 | +124.9% | 4-Pool | | TER | $107.65 | $463.21 | +330.3% | 4-Pool | | TSM | $365.90 | $455.10 | +24.4% | 4-Pool | | WULF | $18.05 | $25.58 | +41.7% | 4-Pool | | 000660.KS | $611.02 | $1918.25 | +213.9% | V5.3 | | 005930.KS | $138.98 | $235.77 | +69.6% | V5.3 | | 0981.HK | $8.21 | $10.90 | +32.8% | V5.3 | | ASML | $1421.05 | $1883.11 | +32.5% | V5.3 | | CIEN | $67.36 | $478.93 | +611.0% | V5.3 | | CIFR | $15.42 | $24.83 | +61.0% | V5.3 | | CRDO | $119.59 | $245.68 | +105.4% | V5.3 | | FCX | $49.15 | $61.62 | +25.4% | V5.3 | | GFS | $47.80 | $81.00 | +69.5% | V5.3 | | LRCX | $246.49 | $410.91 | +66.7% | V5.3 | | MDB | $264.69 | $338.18 | +27.8% | V5.3 | | PWR | $317.65 | $714.45 | +124.9% | V5.3 | | QCOM | $156.00 | $188.72 | +21.0% | V5.3 | | TSM | $365.90 | $455.10 | +24.4% | 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7月1日

盘前简报 — 2026-07-01

# 盘前简报 — 2026-07-01 ## 市场状态 **QQQ** $724.08 — 距SMA50 ($704.47) +2.8% · 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** | $1,188,757 | +1088.8% | -6.3% | 14 | 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 | $1918.25 | +213.9% | 4-Pool | | 0981.HK | $8.21 | $10.90 | +32.8% | 4-Pool | | 1347.HK | $12.06 | $26.25 | +117.6% | 4-Pool | | 2513.HK | $102.10 | $252.06 | +146.9% | 4-Pool | | APLD | $32.19 | $37.77 | +17.3% | 4-Pool | | APP | $433.51 | $498.76 | +15.1% | 4-Pool | | AVGO | $402.17 | $372.45 | -7.4% | 4-Pool | | CIEN | $67.36 | $478.93 | +611.0% | 4-Pool | | CIFR | $15.42 | $24.83 | +61.0% | 4-Pool | | GFS | $47.80 | $81.00 | +69.5% | 4-Pool | | LITE | $62.86 | $851.40 | +1254.4% | 4-Pool | | LRCX | $246.49 | $410.91 | +66.7% | 4-Pool | | MDB | $264.69 | $338.18 | +27.8% | 4-Pool | | MP | $57.36 | $54.74 | -4.6% | 4-Pool | | MU | $465.66 | $1145.28 | +145.9% | 4-Pool | | NOK | $11.30 | $13.03 | +15.3% | 4-Pool | | PWR | $317.65 | $714.45 | +124.9% | 4-Pool | | TER | $107.65 | $463.21 | +330.3% | 4-Pool | | TSM | $365.90 | $455.10 | +24.4% | 4-Pool | | WULF | $18.05 | $25.58 | +41.7% | 4-Pool | | 000660.KS | $611.02 | $1918.25 | +213.9% | V5.3 | | 005930.KS | $138.98 | $235.77 | +69.6% | V5.3 | | 0981.HK | $8.21 | $10.90 | +32.8% | V5.3 | | ASML | $1421.05 | $1883.11 | +32.5% | V5.3 | | CIEN | $67.36 | $478.93 | +611.0% | V5.3 | | CIFR | $15.42 | $24.83 | +61.0% | V5.3 | | CRDO | $119.59 | $245.68 | +105.4% | V5.3 | | FCX | $49.15 | $61.62 | +25.4% | V5.3 | | GFS | $47.80 | $81.00 | +69.5% | V5.3 | | LRCX | $246.49 | $410.91 | +66.7% | V5.3 | | MDB | $264.69 | $338.18 | +27.8% | V5.3 | | PWR | $317.65 | $714.45 | +124.9% | V5.3 | | QCOM | $156.00 | $188.72 | +21.0% | V5.3 | | TSM | $365.90 | $455.10 | +24.4% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

2026年6月30日

盘后简报 — 2026-06-30

# 盘后简报 — 2026-06-30 ## 市场状态 **QQQ** $706.52 — 距SMA50 ($702.79) +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** | $1,172,536 | +1072.5% | -7.6% | 14 | 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 | $1951.09 | +219.3% | 4-Pool | | 0981.HK | $8.21 | $10.28 | +25.3% | 4-Pool | | 1347.HK | $12.06 | $24.36 | +101.9% | 4-Pool | | 2513.HK | $102.10 | $262.98 | +157.6% | 4-Pool | | APLD | $32.19 | $39.16 | +21.7% | 4-Pool | | APP | $433.51 | $477.08 | +10.1% | 4-Pool | | AVGO | $402.17 | $365.02 | -9.2% | 4-Pool | | CIEN | $67.36 | $479.50 | +611.8% | 4-Pool | | CIFR | $15.42 | $25.94 | +68.2% | 4-Pool | | GFS | $47.80 | $79.78 | +66.9% | 4-Pool | | LITE | $62.86 | $816.98 | +1199.7% | 4-Pool | | LRCX | $246.49 | $379.09 | +53.8% | 4-Pool | | MDB | $264.69 | $314.01 | +18.6% | 4-Pool | | MP | $57.36 | $53.90 | -6.0% | 4-Pool | | MU | $465.66 | $1132.33 | +143.2% | 4-Pool | | NOK | $11.30 | $13.01 | +15.1% | 4-Pool | | PWR | $317.65 | $687.87 | +116.5% | 4-Pool | | TER | $107.65 | $436.86 | +305.8% | 4-Pool | | TSM | $365.90 | $432.35 | +18.2% | 4-Pool | | WULF | $18.05 | $25.83 | +43.1% | 4-Pool | | 000660.KS | $611.02 | $1951.09 | +219.3% | V5.3 | | 005930.KS | $138.98 | $247.81 | +78.3% | V5.3 | | 0981.HK | $8.21 | $10.28 | +25.3% | V5.3 | | ASML | $1421.05 | $1794.62 | +26.3% | V5.3 | | CIEN | $67.36 | $479.50 | +611.8% | V5.3 | | CIFR | $15.42 | $25.94 | +68.2% | V5.3 | | CRDO | $119.59 | $238.00 | +99.0% | V5.3 | | FCX | $49.15 | $62.45 | +27.1% | V5.3 | | GFS | $47.80 | $79.78 | +66.9% | V5.3 | | LRCX | $246.49 | $379.09 | +53.8% | V5.3 | | MDB | $264.69 | $314.01 | +18.6% | V5.3 | | PWR | $317.65 | $687.87 | +116.5% | V5.3 | | QCOM | $156.00 | $189.39 | +21.4% | V5.3 | | TSM | $365.90 | $432.35 | +18.2% | 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6月30日

盘前简报 — 2026-06-30

# 盘前简报 — 2026-06-30 ## 市场状态 **QQQ** $706.52 — 距SMA50 ($702.79) +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** | $1,172,536 | +1072.5% | -7.6% | 14 | 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 | $1951.09 | +219.3% | 4-Pool | | 0981.HK | $8.21 | $10.28 | +25.3% | 4-Pool | | 1347.HK | $12.06 | $24.36 | +101.9% | 4-Pool | | 2513.HK | $102.10 | $262.98 | +157.6% | 4-Pool | | APLD | $32.19 | $39.16 | +21.7% | 4-Pool | | APP | $433.51 | $477.08 | +10.1% | 4-Pool | | AVGO | $402.17 | $365.02 | -9.2% | 4-Pool | | CIEN | $67.36 | $479.50 | +611.8% | 4-Pool | | CIFR | $15.42 | $25.94 | +68.2% | 4-Pool | | GFS | $47.80 | $79.78 | +66.9% | 4-Pool | | LITE | $62.86 | $816.98 | +1199.7% | 4-Pool | | LRCX | $246.49 | $379.09 | +53.8% | 4-Pool | | MDB | $264.69 | $314.01 | +18.6% | 4-Pool | | MP | $57.36 | $53.90 | -6.0% | 4-Pool | | MU | $465.66 | $1132.33 | +143.2% | 4-Pool | | NOK | $11.30 | $13.01 | +15.1% | 4-Pool | | PWR | $317.65 | $687.87 | +116.5% | 4-Pool | | TER | $107.65 | $436.86 | +305.8% | 4-Pool | | TSM | $365.90 | $432.35 | +18.2% | 4-Pool | | WULF | $18.05 | $25.83 | +43.1% | 4-Pool | | 000660.KS | $611.02 | $1951.09 | +219.3% | V5.3 | | 005930.KS | $138.98 | $247.81 | +78.3% | V5.3 | | 0981.HK | $8.21 | $10.28 | +25.3% | V5.3 | | ASML | $1421.05 | $1794.62 | +26.3% | V5.3 | | CIEN | $67.36 | $479.50 | +611.8% | V5.3 | | CIFR | $15.42 | $25.94 | +68.2% | V5.3 | | CRDO | $119.59 | $238.00 | +99.0% | V5.3 | | FCX | $49.15 | $62.45 | +27.1% | V5.3 | | GFS | $47.80 | $79.78 | +66.9% | V5.3 | | LRCX | $246.49 | $379.09 | +53.8% | V5.3 | | MDB | $264.69 | $314.01 | +18.6% | V5.3 | | PWR | $317.65 | $687.87 | +116.5% | V5.3 | | QCOM | $156.00 | $189.39 | +21.4% | V5.3 | | TSM | $365.90 | $432.35 | +18.2% | V5.3 | ## 社媒Alpha — 分析师动态 _过去24小时无分析师动态。_

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

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

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

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

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

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