Google 后市策略 Forward Strategy

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Google 后市策略 Forward Strategy

团队于3月份在「交易机会」报告建议的区间内完成分段建仓,第一加仓区间约$280,第二加仓区间约$270,自建仓至今最高升至約$408,涨幅逾45%

The team completed staged accumulation within the range recommended in the March "Trading Opportunities" report — first entry tier around $280, second entry tier around $270. Since entry, the price has risen to a high of approximately $408, a gain exceeding 45%


🎉恭喜跟随「交易机会」报告并结合交易系统及多指标综合研判完成建仓的会员们。所有操作记录均已公开于会员平台,供会员随时核对对照。

🎉Congratulations to the members who followed the "Trading Opportunities" report and completed their positioning using the trading system and multi-indicator analysis. All trade records are publicly available on the member platform for cross-reference at any time.


今天大盘支撑位大约7560-7580,如果这里守住,下来会有lower high反弹。soxl 80附近,soxx 460支撑依然顽强,当油价去到120-150一桶这些价位,不相信Trump会无动于衷。他为了选票,一定会想办法解决

Today the broader market support is approximately 7560-7580. If this level holds, a lower-high rebound may follow. SOXL support near 80 and SOXX support near 460 remain firm. Once oil prices reach the $120-150 per barrel range, it's hard to believe Trump would remain indifferent — for the sake of votes, he will find a way to address it


要看美联储是否加息,如果加息九月十月应该是会调整到比较深的的位置,但10月会调之后会有大反弹,標普看到8000点左右。所以这两个月如有回调整的时候我们还是要逢低买入一些长线的好公司,但记住需要分多注慢慢买入,不要一次过买满仓位。

It depends on whether the Fed raises rates. If it does, September and October should see an adjustment to a deeper level, but after the October adjustment there should be a significant rebound, with the S&P potentially reaching around 8000 points. So during these two months, if there are pullbacks, we should still buy quality long-term companies on dips — but remember to scale in gradually across multiple tranches, not deploy full capital at once.


团队研究了最新的数据,结合了最新的基本面和公司财报内容,给出最新的后市策略

The team has studied the latest data, and combined with the latest fundamentals and company earnings reports, provides the latest forward-looking strategy

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恭喜会员!NVDA 170→240,会员收益约41% $170→$240, Members Up ~41%

恭喜会员!NVDA 170→240,会员收益约41% $170→$240, Members Up ~41%

🎉 恭喜我们3月在 $NVDA 约170美元附近完成布局、并一直持有到现在的会员!今天英伟达再次刷新历史新高,盘中最高来到约 240美元。从我们当时约170美元附近的建仓位置计算,到今天最高240美元附近,阶段涨幅约41%! 这一段上涨幅度已经相当可观。更重要的是,这不是股价涨上去之后才回头说“我们早就看好”。当时的建仓时间、交易逻辑、量化信号以及后续持仓过程,全部都有完整记录,会员可以在平台随时回看、核对。 🎉 Congratulations to all our members who built positions in $NVDA around $170 back in March and have continued holding until now! Nvidia has once again reached a new all-time

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CBRS 暴涨9%背后:指标早已出现 Buy 信号,随后 Breakout 确认趋势反转 韩国

CBRS 暴涨9%背后:指标早已出现 Buy 信号,随后 Breakout 确认趋势反转 韩国

CBRS 今天单日大涨约9%,而从图上看,这次反弹并不是毫无预兆。 我们的交易指标在股价仍处于低位震荡时,已经率先出现 Buy 买入信号;随后价格企稳,短线趋势开始转强,并进一步出现 Breakout 突破信号。 从当时大约160美元附近的低位,到现在重新回到183美元附近,这一段反弹已经相当明显。 尤其值得注意的是,前面股价处于下跌趋势时,指标连续给出 Sell 卖出信号,有效避开了从200美元上方一路回落的主要跌幅;而当趋势真正开始扭转之后,Buy信号才重新出现。 这正是我一直使用这套指标的原因: 它不是去猜明天涨还是跌,而是帮助我们在趋势发生变化时,更快识别: 什么时候风险正在增加, 什么时候卖压开始减弱, 什么时候出现真正的买入信号, 以及什么时候突破开始得到确认。 CBRS 今天因为Sam Altman重新确认与OpenAI的合作关系大涨,但消息只是催化剂,真正重要的是价格结构在消息之前已经开始改善。 对于经常做波段、趋势交易,或者不想整天盯盘的投资者来说,这种 Buy / Sell + Breakout 信号最大的价值,就是把复杂的K线变化直接转换成更清晰的交易

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CBRS 投资备忘录 Investment Memo

CBRS 投资备忘录 Investment Memo

AI推理时代的第二条算力主线:从"GPU替代者"走向高速Inference基础设施平台 The Second Compute Track of the AI Inference Era: From "GPU Replacement" to a High-Speed Inference Infrastructure Platform 一、执行摘要 1. Executive Summary Cerebras Systems是目前公开市场中最值得研究的非传统AI芯片架构公司之一。与NVIDIA、AMD依赖大量GPU通过高速互联组成集群不同,Cerebras从底层重新设计AI计算架构,将接近整块晶圆做成一颗超大型Wafer-Scale Engine(晶圆级处理器),试图直接解决传统GPU在大模型推理过程中最核心的两个问题:Memory Bandwidth(内存带宽)和Latency(延迟)。 Cerebras Systems is

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VST Platforms投资备忘录 Investment Memo

VST Platforms投资备忘录 Investment Memo

Vistra Corp. 是美国最大的独立电力生产及零售电力公司之一,核心资产横跨天然气、核电、煤电、太阳能、电池储能以及电力零售业务。过去市场主要将Vistra视为典型的独立发电商,其估值长期受到电价周期、天然气价格以及资本密集属性限制。但随着美国AI数据中心建设进入第二阶段,Vistra的投资属性正在发生明显变化。 Vistra Corp. is one of the largest independent power producers and retail electricity companies in the United States, with core assets spanning natural gas, nuclear, coal, solar, battery storage and retail electricity. In the past, the market

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