盘前简报
盘前简报 — 2026-03-26
2026年3月26日盘前简报 — 2026-03-26
市场状态
QQQ $587.60 — 距SMA50 ($608.65) -3.5% · 风险规避 ⛔
投资组合
| 策略 | 总值 | 回报 | 回撤 | 持仓 | 现金 |
|---|---|---|---|---|---|
| 4-Pool | $1,442,808 | +1342.8% | 0.0% | 9 | 0% |
| V5.3 | $950,748 | +850.7% | 0.0% | 8 | 3% |
突破信号
今日无突破信号。
持仓
| 代码 | 入场价 | 现价 | 盈亏% | 策略 |
|---|---|---|---|---|
| ASML | $754.89 | $1393.72 | +84.6% | 4-Pool |
| BEPC | $42.01 | $39.33 | -6.4% | 4-Pool |
| CIEN | $67.36 | $437.58 | +549.6% | 4-Pool |
| DNN | $2.69 | $3.51 | +30.5% | 4-Pool |
| INTC | $21.81 | $44.06 | +102.0% | 4-Pool |
| LITE | $62.86 | $777.56 | +1137.0% | 4-Pool |
| LRCX | $80.79 | $233.38 | +188.9% | 4-Pool |
| PWR | $317.65 | $573.09 | +80.4% | 4-Pool |
| TER | $107.65 | $323.39 | +200.4% | 4-Pool |
| 000660.KS | $154.01 | $719.71 | +367.3% | V5.3 |
| BEPC | $42.01 | $39.33 | -6.4% | V5.3 |
| CIEN | $67.36 | $437.58 | +549.6% | V5.3 |
| FCX | $49.15 | $56.48 | +14.9% | V5.3 |
| GEV | $684.86 | $923.60 | +34.9% | V5.3 |
| LITE | $62.86 | $777.56 | +1137.0% | V5.3 |
| LRCX | $80.79 | $233.38 | +188.9% | V5.3 |
| PWR | $317.65 | $573.09 | +80.4% | V5.3 |
社媒Alpha — 分析师动态
No qualifying investment-related posts from the specified analysts in the last 24 hours.
No substantive original posts (non-retweets) from the specified analysts in the last 24 hours.
Photonics & Optics
- @RocksOver: Yep. It was silly cheap. I posted about a bunch of these names mid last year. Took a huge gain on Santec.[1]
MEMS Equipment
- @KairosPraxis: Is that Suss microtec? Great company. Definitely a potential ⛽ coming soon[2]
No qualifying posts from the specified analysts in the last 24 hours.
信号簿
| 代码 | 方向 | 来源 | 逻辑 |
|---|---|---|---|
| SSNLF | 做多 | @kairospraxis | Suss Microtec highlighted as a great company with potential upside soon. |
| SANYY | 做多 | @rocksover | Huge gain taken on Santec, implying past strength and positive sentiment. |
| SMMYY | 做多 | @kairospraxis | Suss Microtec highlighted as a great company with potential upside soon. |
| SANYY | 做多 | @rocksover | Huge gain taken on Santec, implying past undervaluation and strong performance. |
| SAN | 做多 | @rocksover | Took a huge gain, implying past positive performance and belief in value. |
| SUSS | 做多 | @kairospraxis | Potential upside coming soon, described as a great company. |
| SANM | 做多 | @rocksover | Took a huge gain, implying past success and positive outlook. |
| SMTC | 做多 | @kairospraxis | Potential upside with "⛽ coming soon" implied growth or event. |
| SNDK | 做多 | @wey_how12640 | Stronger performance, retesting pivot and closing above 10sma. |
| MU | 做空 | @wey_how12640 | Retesting 50sma, potential trim if it breaks line in the sand at LoD. |
| GLW | 做多 | @wey_how12640 | Re-entry buy at higher cost, indicating renewed confidence in AI optical. |
| MRVL | 做多 | @wey_how12640 | New buy with immediate traction in AI optical space. |
| CIEN | 做多 | @wey_how12640 | Hitting new all-time high, continuing gains after hours in AI optical. |
| LITE | 做多 | @wey_how12640 | Hitting new all-time high, strong momentum in AI optical sector. |