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00:13
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@逸名:
$GME 20260814 19.5 CALL$
不指望賺錢,對應19.1購入的正股
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08-11 00:18
👍
@D45:
$納指三倍做多ETF(TQQQ)$
$納指三倍做多ETF(TQQQ)$
重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合
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08-10
👍👍
@超級肥叮噹:美債兜咗個圈返原點,長飛本週站上更高臺階
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08-10
👍👍
@D45:
$Rigetti Computing(RGTI)$
$Rigetti Computing(RGTI)$
原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是
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08-09
👍
@財報話你知:【🎁有獎話題】Airbnb Q2收入增17%勝預期、盤後飆8%!在線旅遊三巨頭齊報喜,行業景氣見頂定仲有上行空間?
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08-08
👍
@Davidmtr:
$SPCX 20260828 300.0 CALL$
今天一堆8月7 330SC到期結算,但IV下跌了一半令價格不太好,騰出按金只好慢慢再開月尾遠價SC
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08-07
👍
@Dtcrowat:
$Aeva Technologies Inc.(AEVA)$
保住利潤
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08-04
👍
@股壇索羅斯:
$U 20260821 36.0 CALL$
今日入的暫時表現最差的一隻,但時間選最強,估計會行得相對慢[真香]
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08-02
👍
@susu1368:
$WARNER BROS DISCOVERY INC(WBD)$
壓在強弱線下,州長支持合併。成政治市炒波幅。
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07-31
👍
@Sandylow:
$新電信(Z74.SI)$
不錯的額外收入
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07-31
👍
@Sandylow:
$新電信(Z74.SI)$
不錯的額外收入
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07-30
👍
@逸名:
$SKHY 20260731 120.0 PUT$
sell put 130平倉改到120,還是不死心,再跌破的話就硬抗飛刀
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07-29
👍
@D45:
$英特爾(INTC)$
英特爾:趁壞消息入貨可能賺得更多 美股向來盛行「利好出盡、反高潮走勢」,英特爾(INTC)近期的連續回調,正是這一經典盤面的真實演繹。市場短期資金利用政策加持、巨頭合作等一系列重磅利好高位順勢出貨,並以「現價已完全PRICED IN」為藉口大肆拋售,刻意忽略公司深層價值底蘊,導致股價持續走弱。但拋開短期情緒波動,從產業格局、頂層佈局與逆向投資邏輯來看,當前市場對英特爾的悲觀預期已嚴重透支,完全吻合巴菲特「別人恐懼我貪婪」與霍華德·馬克斯鍾擺理論的極端修正特徵,趁壞消息低位佈局,遠比追高利好行情的獲利空間更大、勝率更高。 本輪英特爾大跌,從來不是基本面惡化,而是典型的資金博弈與情緒錯殺。上半年市場瘋狂炒作英特爾困境反轉、代工突破、美國政策扶持等題材,資金情緒推動股價大幅走高,將所有潛在利好提前計入估值。當利好全部落地、題材兌現後,短線投機資金自然選擇獲利了結,藉「利好兌現即利空」的市場慣性砸盤,無視公司核心價值的穩固提升。這種純情緒、�資金面的下跌,並非企業經營出現問題,反而為長線投資創造出極佳的低吸機會。 市場刻意淡化的核心底層利好,恰恰是英特爾堅不可摧的安全墊,種種佈局絕非偶然,背後頂層產業意志昭然若揭。其一,英特爾實質性完成美國層面的「國有化綁定」,獲得數十億美元專項補助與股權加持,成為美國半導體製造主權的核心載體,徹底解決重資產擴產的現金流壓力,擁有了同行無法比擬的政策護身符與資金容錯空間,破產、轉型失敗的風險基本出清。 其二,產業圈迎來「羣星拱照、化敵為友」的格局逆轉,過去與英特爾激烈競爭的科技巨頭紛紛轉向合作,就連長期依賴臺積電、對供應商要求極端嚴苛的蘋果,也正式歸隊與英特爾開展深度合作。與此同時,谷歌、英偉達等行業龍頭相繼開展代工技術驗證與業務
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07-29
👍
@沉穩:
$納指100ETF(QQQ)$
在當前美股市況震盪、市場對 AI 算力、晶片與儲存相關個股進行「殺估值」的洗牌時刻,選股風險急劇飆升。 與其在個股的非理性拋售中押注單一黑天鵝,不如直接押注整個科技市場的未來。想不到買哪一隻股票?買 QQQ 就對了! 目前已從 52 週高位回調約 10%,擠掉了前期積累的短期泡沫。在我的紀律交易中,10% 的技術性修正區正是長期資金建立第一注底倉的黃金戰略點。這樣既能鎖定極具吸引力的折價、防止大盤 V 型反彈而踏空,又能保留充裕子彈,應對未來的分批加倉。 其次,QQQ 以僅 0.18% 的超低費用率一鍵打包蘋果、微軟、輝達、Google 等全球最偉大、最賺錢的頂尖科技龍頭。不用費心研究財報,就能輕鬆享有全美最強企業的長線成長紅利。 再者,人工智能的剛需不可能逆轉因此AI 絕非曇花一現,而是已經深刻滲透到我們每個人日常工作與生活中的底層技術。面對個股殺估值潮,QQQ 透過極致的多元化配置,在保留科技股爆發力的同時有效分散單一股票暴跌的風險。 記着大跌即是機會。在回調 10% 時果斷打出長線第一槍是紀律,是以最穩健的姿態,鎖定未來十年人類的科技發展及未來。
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07-29
👍
@Davidmtr:
$TLT 20260812 88.0 CALL$
現在要做88 covered call 只能開遠期一點,不然很難成交到
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07-29
👍
@Davidmtr:
$TLT 20260812 88.0 CALL$
現在要做88 covered call 只能開遠期一點,不然很難成交到
很有用
07-29
👍
@天行小子:
$SOXL 20260731 60.0 PUT$
唉,兩星期前大手大手過萬咁玩,現在都係百幾執下就算,市場波動太大,不明朗的因素又多,都係控制好風險,昨天笑完人冇左過億,今日中伏就唔好
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07-29
👍
@D45:
$納指三倍做多ETF(TQQQ)$
$納指三倍做多ETF(TQQQ)$
有運接近今日最低位59.4入貨 為何蘋果是科網股中的可口可樂? 世人總愛嘲笑那些「口裡說不,身體卻最誠實」的凡人,但當這個「口裡說不」的對象換成股神巴菲特,事情就變得既諷刺又充滿哲理。巴菲特曾多次強調:「我絕不投資科技股,因為我看不懂。」然而,當這位奧馬哈先知宣佈退休時,他手中持有最多股數的個股,竟是蘋果公司。這難道是股神晚節不保、自打嘴巴?還是說,我們都誤解了股神的意思——他並非討厭所有科技股,而是窮盡畢生功力,終於在科技的茫茫大海中,找到了一瓶名為「蘋果」的可口可樂? 要解開這個謎團,我們得先理解巴菲特對傳統科技股的「三不」原則:看不懂、抱不久、估不準。 首先,是「看不懂」。巴菲特的投資聖經是「能力圈」原則,他只投資自己理解商業本質的公司。早期半導體、電腦硬體或網路服務,在他眼中宛如複雜的魔法,底層技術日新月異,專利壁壘與軟體生態瞬息萬變。他坦言自己無法預測一家科技公司五年後的盈利狀況,因為變數太多。相比之下,他鍾愛的可口可樂、保險公司或鐵路,商業模式簡單到令人安心——你今天喝可樂,十年後還是會喝可樂。然而,蘋果卻是一個異類。它將複雜的科技收斂為極致簡約的消費品,極度專注於手機。對巴菲特而言,iPhone不再是一個運算怪物,而是一個人人離不開的「數位奶嘴」,一種深入生活的習慣,這便回到了他熟悉的消費品邏輯。 其次,是「抱不久」。科技行業的本質是破壞式創新,護城河再寬,也可能被下一個技術浪潮瞬間填平。從諾基亞到黑莓機,霸主隕落只在一夕之間。這種劇烈變化讓巴菲特卻步,他需要的是像可口可樂那種品牌、配方與渠道構成的
很有用
07-29
👍
@Davidmtr:
$TLT 20260812 88.0 CALL$
現在要做88 covered call 只能開遠期一點,不然很難成交到
很有用
07-27
👍
@网球王子888:
$COIN 20260724 135.0 PUT$
白嫖到手
Go to Tiger App to see more news
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","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596068123411680","repostId":"596061974619376","repostType":1,"repost":{"id":596061974619376,"gmtCreate":1786549720886,"gmtModify":1786562030051,"author":{"id":"4124968720151202","authorId":"4124968720151202","name":"逸名","avatar":"https://community-static.tradeup.com/news/f9db32cd3f1947681bf36f5669ae7e84","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4124968720151202","idStr":"4124968720151202"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/GME 20260814 19.5 CALL\">$GME 20260814 19.5 CALL$ </a>不指望賺錢,對應19.1購入的正股","listText":"<a href=\"https://ttm.financial/OPT/GME 20260814 19.5 CALL\">$GME 20260814 19.5 CALL$ </a>不指望賺錢,對應19.1購入的正股","text":"$GME 20260814 19.5 CALL$ 不指望賺錢,對應19.1購入的正股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596061974619376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595361910575648,"gmtCreate":1786378698284,"gmtModify":1786378699609,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595361910575648","repostId":"595361520988944","repostType":1,"repost":{"id":595361520988944,"gmtCreate":1786378615272,"gmtModify":1786415575213,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/29efcb566370291842006ccdf7e39a4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","text":"$納指三倍做多ETF(TQQQ)$ $納指三倍做多ETF(TQQQ)$ 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595361520988944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595025256968728,"gmtCreate":1786296638276,"gmtModify":1786296639798,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595025256968728","repostId":"594877017826776","repostType":1,"repost":{"id":594877017826776,"gmtCreate":1786260338644,"gmtModify":1786283671383,"author":{"id":"4244814663745112","authorId":"4244814663745112","name":"超級肥叮噹","avatar":"https://community-static.tradeup.com/news/d439371e3c260868976b480cec0a699c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4244814663745112","idStr":"4244814663745112"},"themes":[],"title":"美債兜咗個圈返原點,長飛本週站上更高臺階","htmlText":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$ </a>盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","listText":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$ </a>盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","text":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 $美國超微公司(AMD)$ 盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594877017826776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595025470575776,"gmtCreate":1786296578749,"gmtModify":1786296580701,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595025470575776","repostId":"594559316971704","repostType":1,"repost":{"id":594559316971704,"gmtCreate":1786182863382,"gmtModify":1786323479714,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/29efcb566370291842006ccdf7e39a4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a><a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a><a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","text":"$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594559316971704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594655990277248,"gmtCreate":1786206372353,"gmtModify":1786206374431,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594655990277248","repostId":"594317824947232","repostType":1,"repost":{"id":594317824947232,"gmtCreate":1786093812875,"gmtModify":1786104600131,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"【🎁有獎話題】Airbnb Q2收入增17%勝預期、盤後飆8%!在線旅遊三巨頭齊報喜,行業景氣見頂定仲有上行空間?","htmlText":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 對比市場預期和實際數字,Airbnb","listText":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 對比市場預期和實際數字,Airbnb","text":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 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130平倉改到120,還是不死心,再跌破的話就硬抗飛刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591099396325840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590884543673056,"gmtCreate":1785255589623,"gmtModify":1785255590870,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590884543673056","repostId":"590854746472888","repostType":1,"repost":{"id":590854746472888,"gmtCreate":1785248296978,"gmtModify":1785450018903,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/29efcb566370291842006ccdf7e39a4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$ </a>英特爾:趁壞消息入貨可能賺得更多 美股向來盛行「利好出盡、反高潮走勢」,英特爾(INTC)近期的連續回調,正是這一經典盤面的真實演繹。市場短期資金利用政策加持、巨頭合作等一系列重磅利好高位順勢出貨,並以「現價已完全PRICED IN」為藉口大肆拋售,刻意忽略公司深層價值底蘊,導致股價持續走弱。但拋開短期情緒波動,從產業格局、頂層佈局與逆向投資邏輯來看,當前市場對英特爾的悲觀預期已嚴重透支,完全吻合巴菲特「別人恐懼我貪婪」與霍華德·馬克斯鍾擺理論的極端修正特徵,趁壞消息低位佈局,遠比追高利好行情的獲利空間更大、勝率更高。 本輪英特爾大跌,從來不是基本面惡化,而是典型的資金博弈與情緒錯殺。上半年市場瘋狂炒作英特爾困境反轉、代工突破、美國政策扶持等題材,資金情緒推動股價大幅走高,將所有潛在利好提前計入估值。當利好全部落地、題材兌現後,短線投機資金自然選擇獲利了結,藉「利好兌現即利空」的市場慣性砸盤,無視公司核心價值的穩固提升。這種純情緒、�資金面的下跌,並非企業經營出現問題,反而為長線投資創造出極佳的低吸機會。 市場刻意淡化的核心底層利好,恰恰是英特爾堅不可摧的安全墊,種種佈局絕非偶然,背後頂層產業意志昭然若揭。其一,英特爾實質性完成美國層面的「國有化綁定」,獲得數十億美元專項補助與股權加持,成為美國半導體製造主權的核心載體,徹底解決重資產擴產的現金流壓力,擁有了同行無法比擬的政策護身符與資金容錯空間,破產、轉型失敗的風險基本出清。 其二,產業圈迎來「羣星拱照、化敵為友」的格局逆轉,過去與英特爾激烈競爭的科技巨頭紛紛轉向合作,就連長期依賴臺積電、對供應商要求極端嚴苛的蘋果,也正式歸隊與英特爾開展深度合作。與此同時,谷歌、英偉達等行業龍頭相繼開展代工技術驗證與業務","listText":"<a href=\"https://ttm.financial/S/INTC\">$英特爾(INTC)$ </a>英特爾:趁壞消息入貨可能賺得更多 美股向來盛行「利好出盡、反高潮走勢」,英特爾(INTC)近期的連續回調,正是這一經典盤面的真實演繹。市場短期資金利用政策加持、巨頭合作等一系列重磅利好高位順勢出貨,並以「現價已完全PRICED IN」為藉口大肆拋售,刻意忽略公司深層價值底蘊,導致股價持續走弱。但拋開短期情緒波動,從產業格局、頂層佈局與逆向投資邏輯來看,當前市場對英特爾的悲觀預期已嚴重透支,完全吻合巴菲特「別人恐懼我貪婪」與霍華德·馬克斯鍾擺理論的極端修正特徵,趁壞消息低位佈局,遠比追高利好行情的獲利空間更大、勝率更高。 本輪英特爾大跌,從來不是基本面惡化,而是典型的資金博弈與情緒錯殺。上半年市場瘋狂炒作英特爾困境反轉、代工突破、美國政策扶持等題材,資金情緒推動股價大幅走高,將所有潛在利好提前計入估值。當利好全部落地、題材兌現後,短線投機資金自然選擇獲利了結,藉「利好兌現即利空」的市場慣性砸盤,無視公司核心價值的穩固提升。這種純情緒、�資金面的下跌,並非企業經營出現問題,反而為長線投資創造出極佳的低吸機會。 市場刻意淡化的核心底層利好,恰恰是英特爾堅不可摧的安全墊,種種佈局絕非偶然,背後頂層產業意志昭然若揭。其一,英特爾實質性完成美國層面的「國有化綁定」,獲得數十億美元專項補助與股權加持,成為美國半導體製造主權的核心載體,徹底解決重資產擴產的現金流壓力,擁有了同行無法比擬的政策護身符與資金容錯空間,破產、轉型失敗的風險基本出清。 其二,產業圈迎來「羣星拱照、化敵為友」的格局逆轉,過去與英特爾激烈競爭的科技巨頭紛紛轉向合作,就連長期依賴臺積電、對供應商要求極端嚴苛的蘋果,也正式歸隊與英特爾開展深度合作。與此同時,谷歌、英偉達等行業龍頭相繼開展代工技術驗證與業務","text":"$英特爾(INTC)$ 英特爾:趁壞消息入貨可能賺得更多 美股向來盛行「利好出盡、反高潮走勢」,英特爾(INTC)近期的連續回調,正是這一經典盤面的真實演繹。市場短期資金利用政策加持、巨頭合作等一系列重磅利好高位順勢出貨,並以「現價已完全PRICED IN」為藉口大肆拋售,刻意忽略公司深層價值底蘊,導致股價持續走弱。但拋開短期情緒波動,從產業格局、頂層佈局與逆向投資邏輯來看,當前市場對英特爾的悲觀預期已嚴重透支,完全吻合巴菲特「別人恐懼我貪婪」與霍華德·馬克斯鍾擺理論的極端修正特徵,趁壞消息低位佈局,遠比追高利好行情的獲利空間更大、勝率更高。 本輪英特爾大跌,從來不是基本面惡化,而是典型的資金博弈與情緒錯殺。上半年市場瘋狂炒作英特爾困境反轉、代工突破、美國政策扶持等題材,資金情緒推動股價大幅走高,將所有潛在利好提前計入估值。當利好全部落地、題材兌現後,短線投機資金自然選擇獲利了結,藉「利好兌現即利空」的市場慣性砸盤,無視公司核心價值的穩固提升。這種純情緒、�資金面的下跌,並非企業經營出現問題,反而為長線投資創造出極佳的低吸機會。 市場刻意淡化的核心底層利好,恰恰是英特爾堅不可摧的安全墊,種種佈局絕非偶然,背後頂層產業意志昭然若揭。其一,英特爾實質性完成美國層面的「國有化綁定」,獲得數十億美元專項補助與股權加持,成為美國半導體製造主權的核心載體,徹底解決重資產擴產的現金流壓力,擁有了同行無法比擬的政策護身符與資金容錯空間,破產、轉型失敗的風險基本出清。 其二,產業圈迎來「羣星拱照、化敵為友」的格局逆轉,過去與英特爾激烈競爭的科技巨頭紛紛轉向合作,就連長期依賴臺積電、對供應商要求極端嚴苛的蘋果,也正式歸隊與英特爾開展深度合作。與此同時,谷歌、英偉達等行業龍頭相繼開展代工技術驗證與業務","images":[{"img":"https://community-static.tradeup.com/news/783d2c53c0e1f23e0c22fbdfa2c70fd0","width":"250","height":"165"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590854746472888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590884234839520,"gmtCreate":1785255574922,"gmtModify":1785255576363,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590884234839520","repostId":"590860085437064","repostType":1,"repost":{"id":590860085437064,"gmtCreate":1785249614206,"gmtModify":1786544510308,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$ </a>在當前美股市況震盪、市場對 AI 算力、晶片與儲存相關個股進行「殺估值」的洗牌時刻,選股風險急劇飆升。 與其在個股的非理性拋售中押注單一黑天鵝,不如直接押注整個科技市場的未來。想不到買哪一隻股票?買 QQQ 就對了! 目前已從 52 週高位回調約 10%,擠掉了前期積累的短期泡沫。在我的紀律交易中,10% 的技術性修正區正是長期資金建立第一注底倉的黃金戰略點。這樣既能鎖定極具吸引力的折價、防止大盤 V 型反彈而踏空,又能保留充裕子彈,應對未來的分批加倉。 其次,QQQ 以僅 0.18% 的超低費用率一鍵打包蘋果、微軟、輝達、Google 等全球最偉大、最賺錢的頂尖科技龍頭。不用費心研究財報,就能輕鬆享有全美最強企業的長線成長紅利。 再者,人工智能的剛需不可能逆轉因此AI 絕非曇花一現,而是已經深刻滲透到我們每個人日常工作與生活中的底層技術。面對個股殺估值潮,QQQ 透過極致的多元化配置,在保留科技股爆發力的同時有效分散單一股票暴跌的風險。 記着大跌即是機會。在回調 10% 時果斷打出長線第一槍是紀律,是以最穩健的姿態,鎖定未來十年人類的科技發展及未來。","listText":"<a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$ </a>在當前美股市況震盪、市場對 AI 算力、晶片與儲存相關個股進行「殺估值」的洗牌時刻,選股風險急劇飆升。 與其在個股的非理性拋售中押注單一黑天鵝,不如直接押注整個科技市場的未來。想不到買哪一隻股票?買 QQQ 就對了! 目前已從 52 週高位回調約 10%,擠掉了前期積累的短期泡沫。在我的紀律交易中,10% 的技術性修正區正是長期資金建立第一注底倉的黃金戰略點。這樣既能鎖定極具吸引力的折價、防止大盤 V 型反彈而踏空,又能保留充裕子彈,應對未來的分批加倉。 其次,QQQ 以僅 0.18% 的超低費用率一鍵打包蘋果、微軟、輝達、Google 等全球最偉大、最賺錢的頂尖科技龍頭。不用費心研究財報,就能輕鬆享有全美最強企業的長線成長紅利。 再者,人工智能的剛需不可能逆轉因此AI 絕非曇花一現,而是已經深刻滲透到我們每個人日常工作與生活中的底層技術。面對個股殺估值潮,QQQ 透過極致的多元化配置,在保留科技股爆發力的同時有效分散單一股票暴跌的風險。 記着大跌即是機會。在回調 10% 時果斷打出長線第一槍是紀律,是以最穩健的姿態,鎖定未來十年人類的科技發展及未來。","text":"$納指100ETF(QQQ)$ 在當前美股市況震盪、市場對 AI 算力、晶片與儲存相關個股進行「殺估值」的洗牌時刻,選股風險急劇飆升。 與其在個股的非理性拋售中押注單一黑天鵝,不如直接押注整個科技市場的未來。想不到買哪一隻股票?買 QQQ 就對了! 目前已從 52 週高位回調約 10%,擠掉了前期積累的短期泡沫。在我的紀律交易中,10% 的技術性修正區正是長期資金建立第一注底倉的黃金戰略點。這樣既能鎖定極具吸引力的折價、防止大盤 V 型反彈而踏空,又能保留充裕子彈,應對未來的分批加倉。 其次,QQQ 以僅 0.18% 的超低費用率一鍵打包蘋果、微軟、輝達、Google 等全球最偉大、最賺錢的頂尖科技龍頭。不用費心研究財報,就能輕鬆享有全美最強企業的長線成長紅利。 再者,人工智能的剛需不可能逆轉因此AI 絕非曇花一現,而是已經深刻滲透到我們每個人日常工作與生活中的底層技術。面對個股殺估值潮,QQQ 透過極致的多元化配置,在保留科技股爆發力的同時有效分散單一股票暴跌的風險。 記着大跌即是機會。在回調 10% 時果斷打出長線第一槍是紀律,是以最穩健的姿態,鎖定未來十年人類的科技發展及未來。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590860085437064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590884603748544,"gmtCreate":1785255564814,"gmtModify":1785255566190,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590884603748544","repostId":"590863439467480","repostType":1,"repost":{"id":590863439467480,"gmtCreate":1785250452802,"gmtModify":1786587324785,"author":{"id":"4182301881882362","authorId":"4182301881882362","name":"Davidmtr","avatar":"https://community-static.tradeup.com/news/31538443a956ed44dced4181685dada3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182301881882362","idStr":"4182301881882362"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","listText":"<a href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","text":"$TLT 20260812 88.0 CALL$ 現在要做88 covered call 只能開遠期一點,不然很難成交到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590863439467480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590884599124048,"gmtCreate":1785255551617,"gmtModify":1785255552874,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590884599124048","repostId":"590863439467480","repostType":1,"repost":{"id":590863439467480,"gmtCreate":1785250452802,"gmtModify":1786587324785,"author":{"id":"4182301881882362","authorId":"4182301881882362","name":"Davidmtr","avatar":"https://community-static.tradeup.com/news/31538443a956ed44dced4181685dada3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182301881882362","idStr":"4182301881882362"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","listText":"<a href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","text":"$TLT 20260812 88.0 CALL$ 現在要做88 covered call 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href=\"https://ttm.financial/OPT/SOXL 20260731 60.0 PUT\">$SOXL 20260731 60.0 PUT$ </a>唉,兩星期前大手大手過萬咁玩,現在都係百幾執下就算,市場波動太大,不明朗的因素又多,都係控制好風險,昨天笑完人冇左過億,今日中伏就唔好","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20260731 60.0 PUT\">$SOXL 20260731 60.0 PUT$ </a>唉,兩星期前大手大手過萬咁玩,現在都係百幾執下就算,市場波動太大,不明朗的因素又多,都係控制好風險,昨天笑完人冇左過億,今日中伏就唔好","text":"$SOXL 20260731 60.0 PUT$ 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href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 有運接近今日最低位59.4入貨 為何蘋果是科網股中的可口可樂? 世人總愛嘲笑那些「口裡說不,身體卻最誠實」的凡人,但當這個「口裡說不」的對象換成股神巴菲特,事情就變得既諷刺又充滿哲理。巴菲特曾多次強調:「我絕不投資科技股,因為我看不懂。」然而,當這位奧馬哈先知宣佈退休時,他手中持有最多股數的個股,竟是蘋果公司。這難道是股神晚節不保、自打嘴巴?還是說,我們都誤解了股神的意思——他並非討厭所有科技股,而是窮盡畢生功力,終於在科技的茫茫大海中,找到了一瓶名為「蘋果」的可口可樂? 要解開這個謎團,我們得先理解巴菲特對傳統科技股的「三不」原則:看不懂、抱不久、估不準。 首先,是「看不懂」。巴菲特的投資聖經是「能力圈」原則,他只投資自己理解商業本質的公司。早期半導體、電腦硬體或網路服務,在他眼中宛如複雜的魔法,底層技術日新月異,專利壁壘與軟體生態瞬息萬變。他坦言自己無法預測一家科技公司五年後的盈利狀況,因為變數太多。相比之下,他鍾愛的可口可樂、保險公司或鐵路,商業模式簡單到令人安心——你今天喝可樂,十年後還是會喝可樂。然而,蘋果卻是一個異類。它將複雜的科技收斂為極致簡約的消費品,極度專注於手機。對巴菲特而言,iPhone不再是一個運算怪物,而是一個人人離不開的「數位奶嘴」,一種深入生活的習慣,這便回到了他熟悉的消費品邏輯。 其次,是「抱不久」。科技行業的本質是破壞式創新,護城河再寬,也可能被下一個技術浪潮瞬間填平。從諾基亞到黑莓機,霸主隕落只在一夕之間。這種劇烈變化讓巴菲特卻步,他需要的是像可口可樂那種品牌、配方與渠道構成的","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 有運接近今日最低位59.4入貨 為何蘋果是科網股中的可口可樂? 世人總愛嘲笑那些「口裡說不,身體卻最誠實」的凡人,但當這個「口裡說不」的對象換成股神巴菲特,事情就變得既諷刺又充滿哲理。巴菲特曾多次強調:「我絕不投資科技股,因為我看不懂。」然而,當這位奧馬哈先知宣佈退休時,他手中持有最多股數的個股,竟是蘋果公司。這難道是股神晚節不保、自打嘴巴?還是說,我們都誤解了股神的意思——他並非討厭所有科技股,而是窮盡畢生功力,終於在科技的茫茫大海中,找到了一瓶名為「蘋果」的可口可樂? 要解開這個謎團,我們得先理解巴菲特對傳統科技股的「三不」原則:看不懂、抱不久、估不準。 首先,是「看不懂」。巴菲特的投資聖經是「能力圈」原則,他只投資自己理解商業本質的公司。早期半導體、電腦硬體或網路服務,在他眼中宛如複雜的魔法,底層技術日新月異,專利壁壘與軟體生態瞬息萬變。他坦言自己無法預測一家科技公司五年後的盈利狀況,因為變數太多。相比之下,他鍾愛的可口可樂、保險公司或鐵路,商業模式簡單到令人安心——你今天喝可樂,十年後還是會喝可樂。然而,蘋果卻是一個異類。它將複雜的科技收斂為極致簡約的消費品,極度專注於手機。對巴菲特而言,iPhone不再是一個運算怪物,而是一個人人離不開的「數位奶嘴」,一種深入生活的習慣,這便回到了他熟悉的消費品邏輯。 其次,是「抱不久」。科技行業的本質是破壞式創新,護城河再寬,也可能被下一個技術浪潮瞬間填平。從諾基亞到黑莓機,霸主隕落只在一夕之間。這種劇烈變化讓巴菲特卻步,他需要的是像可口可樂那種品牌、配方與渠道構成的","text":"$納指三倍做多ETF(TQQQ)$ $納指三倍做多ETF(TQQQ)$ 有運接近今日最低位59.4入貨 為何蘋果是科網股中的可口可樂? 世人總愛嘲笑那些「口裡說不,身體卻最誠實」的凡人,但當這個「口裡說不」的對象換成股神巴菲特,事情就變得既諷刺又充滿哲理。巴菲特曾多次強調:「我絕不投資科技股,因為我看不懂。」然而,當這位奧馬哈先知宣佈退休時,他手中持有最多股數的個股,竟是蘋果公司。這難道是股神晚節不保、自打嘴巴?還是說,我們都誤解了股神的意思——他並非討厭所有科技股,而是窮盡畢生功力,終於在科技的茫茫大海中,找到了一瓶名為「蘋果」的可口可樂? 要解開這個謎團,我們得先理解巴菲特對傳統科技股的「三不」原則:看不懂、抱不久、估不準。 首先,是「看不懂」。巴菲特的投資聖經是「能力圈」原則,他只投資自己理解商業本質的公司。早期半導體、電腦硬體或網路服務,在他眼中宛如複雜的魔法,底層技術日新月異,專利壁壘與軟體生態瞬息萬變。他坦言自己無法預測一家科技公司五年後的盈利狀況,因為變數太多。相比之下,他鍾愛的可口可樂、保險公司或鐵路,商業模式簡單到令人安心——你今天喝可樂,十年後還是會喝可樂。然而,蘋果卻是一個異類。它將複雜的科技收斂為極致簡約的消費品,極度專注於手機。對巴菲特而言,iPhone不再是一個運算怪物,而是一個人人離不開的「數位奶嘴」,一種深入生活的習慣,這便回到了他熟悉的消費品邏輯。 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href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","listText":"<a href=\"https://ttm.financial/OPT/TLT 20260812 88.0 CALL\">$TLT 20260812 88.0 CALL$ </a>現在要做88 covered call 只能開遠期一點,不然很難成交到","text":"$TLT 20260812 88.0 CALL$ 現在要做88 covered call 只能開遠期一點,不然很難成交到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590863439467480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590182179643888,"gmtCreate":1785084098504,"gmtModify":1785084099740,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590182179643888","repostId":"589624173633704","repostType":1,"repost":{"id":589624173633704,"gmtCreate":1784978344668,"gmtModify":1784979995065,"author":{"id":"4160733751757222","authorId":"4160733751757222","name":"网球王子888","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160733751757222","idStr":"4160733751757222"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/COIN 20260724 135.0 PUT\">$COIN 20260724 135.0 PUT$ </a>白嫖到手","listText":"<a href=\"https://ttm.financial/OPT/COIN 20260724 135.0 PUT\">$COIN 20260724 135.0 PUT$ </a>白嫖到手","text":"$COIN 20260724 135.0 PUT$ 白嫖到手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589624173633704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":595361910575648,"gmtCreate":1786378698284,"gmtModify":1786378699609,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595361910575648","repostId":"595361520988944","repostType":1,"repost":{"id":595361520988944,"gmtCreate":1786378615272,"gmtModify":1786415575213,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/29efcb566370291842006ccdf7e39a4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a><a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$ </a> 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","text":"$納指三倍做多ETF(TQQQ)$ $納指三倍做多ETF(TQQQ)$ 重鎚走短 D45 :十六年不斷受到死亡恐嚇的TQQQ終於沉冤得雪 一個真實清零殘酷例子 關於 TQQQ 和 SQQQ 在昨日(2026年8月10日)的股價,以及它們的原始股現值還原,下面是具體的資訊和計算方法。 需要先說明的是,股票分割本身不會改變你手中股票的總價值。它就像把一張百元鈔票換成兩張五十元,總金額不變,只是單位變小了。因此,還原「原始股現值」的意思是,如果你在很久以前買了一股從未分割過的股票,這「1股」經過歷次分割後,在今天實際上代表多少股,以及值多少錢。 關鍵分割資訊與股價還原計算 根據搜索到的資料,這兩檔ETF在2025年11月20日進行了最近一次分割: TQQQ (3倍做多):進行了 2:1 (一拆二) 的股票分割。 SQQQ (3倍做空):進行了 1:5 (五合一) 的反向股票分割。 假設你在這兩檔ETF上市之初就購買了1股,並一直持有到昨日(2026年8月10日)收盤: 一、TQQQ 的原始股現值 TQQQ自2010年上市以來從未進行過合股,共進行了8次股票分割,累計的拆股倍數高達 384倍。也就是說,最初的1股,到現在會變成 384股。 昨日股價估算:搜索結果顯示在2026年7月31日,TQQQ股價約為 $64.62。由於缺乏8月10日的精確價格,以下用這個價格作為參考來估算。 原始1股現值估算:384股 × $64.62 ≈ $24,814.08 二、SQQQ 的原始股現值 SQQQ的歷史則相反,它因為長期趨勢向下,經歷了多次反向分割(合股)來維持股價。計算方式則是追溯每次合","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595361520988944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595025256968728,"gmtCreate":1786296638276,"gmtModify":1786296639798,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595025256968728","repostId":"594877017826776","repostType":1,"repost":{"id":594877017826776,"gmtCreate":1786260338644,"gmtModify":1786283671383,"author":{"id":"4244814663745112","authorId":"4244814663745112","name":"超級肥叮噹","avatar":"https://community-static.tradeup.com/news/d439371e3c260868976b480cec0a699c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4244814663745112","idStr":"4244814663745112"},"themes":[],"title":"美債兜咗個圈返原點,長飛本週站上更高臺階","htmlText":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$ </a>盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","listText":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 <a href=\"https://ttm.financial/S/AMD\">$美國超微公司(AMD)$ </a>盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","text":"回望八月首個完整交易周,市場上咗一堂關於定價權嘅課。 美債由4.70%跌到4.616%,再彈返4.68%,兜咗個大圈返嚟原點。反觀長飛光纖,週三深 V 大漲14.58%、週四回調3.06%、週五反彈4.77%,兜咗個圈之後站穩咗更高位置。 呢個「原點 vs 新高」嘅對比,就係本週全部真相。外圍利率反覆震盪,本土硬科技已經唔跟佢行。 一、 三階段還原全周資金情緒演變 成個禮拜嘅心路歷程,清晰分爲三個階段,由集體錯覺一路演變到國產賽道攞返定價主導權。 第一階段(週一二):集體錯覺「美債解鎖」 美債連跌,市場以爲4.5%解鎖線唾手可得,資金搶跑科技股。結果恆指衝擊 26000 點失敗,成交始終未過 2800 億。呢個錯覺教識市場:冇業績支撐嘅搶跑,只系幫人接貨。 第二階段(週三四):AMD 一劍插落,資金大搬家 $美國超微公司(AMD)$ 盤後跌9%,戳破咗「只要 AI 相關就會爆賺」嘅假設。週四恆指跌385 點,算力硬件獲利盤踩踏。但最精彩嘅唔系跌,而系資金冇走,系搬家。搬去邊?煤炭、黃金、地產。三個避風港嘅共同點:唔使睇美國面。資金開始搵「自己話事」嘅品種,定價權轉移正式開始。 第三階段(週五):美債反彈 4.68%,定價權易手 美債彈返4.68%,理論上科技股應該再殺。但長飛逆市漲4.77%,收復尋日失地。呢個組合系本週最重要嘅信號:外圍利空打唔散國產替代嘅籌碼結構。內資開始掌握定價權,海外晶片股嘅波動只系情緒噪音,唔再系估值錨定。 二、 本週三條資金真實玩法 成個禮拜驗證完,資金真實玩法已經好清晰。 搶跑美債降息徹底失敗,市場轉入業績硬抵抗 美債兜咗個圈返4.68%,講明咗只要未跌穿4.5%,單純押注流動性寬鬆嘅炒作遲早會捱打。但經過本週,市場發現:即使","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594877017826776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595025470575776,"gmtCreate":1786296578749,"gmtModify":1786296580701,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595025470575776","repostId":"594559316971704","repostType":1,"repost":{"id":594559316971704,"gmtCreate":1786182863382,"gmtModify":1786323479714,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/29efcb566370291842006ccdf7e39a4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a><a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a><a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","text":"$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ 原先以為尚有空間上升,於是臨時加碼於17.71搭順風車,後見已無力再上,於是即日贖回 D45系統(8.8.2026修訂版):憑反脆弱架構,實現TQQQ短炒長持雙贏 大眾對日結槓桿ETF向來存有三大刻板印象:波動衰減耗損價值、TQQQ每年0.82%高額管理費、大跌時有歸零風險。相關歷史數據更是鐵證如山:2020年TQQQ最大回撤近70%,2022年回撤更是突破81%。 這些短板我從不遮掩,所有數據均可公開查證。但有缺陷,從不代表不適合投資,更不代表不能長期持有。這也是TQQQ最核心的價值與最容易被大眾忽略的優勢,亦是它同時適合短炒、長線持有的根本原因。 TQQQ面世十六年,始終擺脫不了槓桿ETF的先天原罪,歷經數次災難級熊市回撤,卻從未被市場淘汰。反而憑藉納指百大科技龍頭的頂級底層資產,長趨勢穩步向上,修復能力極強,十六年間因股價持續走高、市場追捧,先後完成8次拆股(7次1拆2、1次1拆3)。 早年單股成本約50美元的TQQQ,長期持有至今已拆分為384股。以2026年8月7日收市價74.7美元計算,初始50美元的投入,如今價值高達28684.8美元。驚人的拆股複利效應,足以徹底覆蓋長期的手續費與波動衰減損耗。 「殺不死我的,必使我更強大。」 與此同時,TQQQ具備極強的短線爆發彈性,擁有日內順勢複利加成,單邊趨勢行情中收益能力極為突出,完美匹配短炒需求;且產品無人為操盤、成交海量、流動性充足,疊加長期市場紅利與迭代優勢,造就了它短炒可賺波段、長持可吃複利的雙屬性,這也是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594559316971704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594655990277248,"gmtCreate":1786206372353,"gmtModify":1786206374431,"author":{"id":"4191073088947562","authorId":"4191073088947562","name":"很有用","avatar":"https://community-static.tradeup.com/news/3c51e81957183f6b94c033243fe3b95d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4191073088947562","idStr":"4191073088947562"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594655990277248","repostId":"594317824947232","repostType":1,"repost":{"id":594317824947232,"gmtCreate":1786093812875,"gmtModify":1786104600131,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://community-static.tradeup.com/news/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"【🎁有獎話題】Airbnb Q2收入增17%勝預期、盤後飆8%!在線旅遊三巨頭齊報喜,行業景氣見頂定仲有上行空間?","htmlText":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 對比市場預期和實際數字,Airbnb","listText":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 對比市場預期和實際數字,Airbnb","text":"hello小虎們好呀。8月6日盤後,Airbnb公佈2026年Q2業績,營收、利潤、預訂量全面超預期,並同步上調全年收入與利潤率指引。盤後股價一度衝上171.90美元,較常規交易時段收盤價151.64美元飆升逾13%,最終穩在163.52美元,漲幅約7.8%。至此,在線旅遊三巨頭:Booking Holdings、Expedia、Airbnb Q2財報全部出爐,三家均交出了超預期的成績單。旅遊需求強勁上升中! Airbnb核心數據:全線超預期,利潤率創紀錄 我們來先看關鍵數字。 營收36.1億美元,同比增長17%,高於市場一致預期的35.8億美元。GAAP每股盈利1.37美元,同比增長33%,大幅超越分析師預期的1.26美元。淨利潤8.16億美元,同比增長27%,淨利率從去年同期的21%提升至23%。經調整EBITDA達12.6億美元,同比增長21%,利潤率35%。 預訂數據同樣強勁。總預訂價值(GBV)272億美元,同比增長16%,高於預期的265億美元。住宿與體驗預訂量1.483億晚,同比增長10%,增速較Q1的9%進一步加快。首次預訂用戶增長11%,為四年來最快增速。平均每日房價(ADR)183.73美元,同比上升5%,剔除匯率影響後為4%。 Airbnb ABNB常規交易時段收報151.64美元,微跌0.56%。但業績公佈後盤後交易飆至163.52美元,盤後高點171.90美元,成交量超過103萬股。 在管理層給出的前瞻指引中,Q3營收指引46.9至47.7億美元,中位數對應15%至17%的同比增速,遠高於分析師預期的約46億美元。全年收入增速指引從此前的「低至中雙位數」上調至「至少中雙位數」。全年經調整EBITDA利潤率指引從35%上調至至少35.5%。公司在Q2回購了11億美元股票。 增長驅動力:酒店業務超預期,AI壓降成本 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