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Binance Wb3 Wallet Rewards Brothers, let me tell you a great way to save 30% on trading fees (follow the instructions as shown in the picture) In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet Step 1: Choose Wallet and switch to Wallet; Step 2: Choose Invite Friends Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture) Step 4: Claim the reward below Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u [点击钱包,赶紧去绑定邀请码:EHJSNS5W ,领取奖励吧!](https://web3.binance.com/referral?ref=EHJSNS5W)
Binance Wb3 Wallet Rewards

Brothers, let me tell you a great way to save 30% on trading fees (follow the instructions as shown in the picture)

In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet

Step 1: Choose Wallet and switch to Wallet;
Step 2: Choose Invite Friends
Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture)
Step 4: Claim the reward below

Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包,赶紧去绑定邀请码:EHJSNS5W ,领取奖励吧!
$MRVL Marvell shares tumble 6% after reporting results Marvell Technology announced strong quarterly results, but since market expectations had already been raised significantly, the company’s slightly better-than-expected performance failed to satisfy investors, and the stock fell in after-hours trading. After the U.S. market close on August 27, Marvell Technology released its Q2 fiscal year results report. Revenue increased 37% year over year to $2.74 billion, and adjusted earnings per share were $0.94, both slightly above analysts’ expectations. The company’s guidance for the third fiscal quarter was $3.15 billion, far higher than analysts’ prior forecasts of $3.03–$3.04 billion. {future}(MRVLUSDT)
$MRVL Marvell shares tumble 6% after reporting results

Marvell Technology announced strong quarterly results, but since market expectations had already been raised significantly, the company’s slightly better-than-expected performance failed to satisfy investors, and the stock fell in after-hours trading.

After the U.S. market close on August 27, Marvell Technology released its Q2 fiscal year results report. Revenue increased 37% year over year to $2.74 billion, and adjusted earnings per share were $0.94, both slightly above analysts’ expectations.

The company’s guidance for the third fiscal quarter was $3.15 billion, far higher than analysts’ prior forecasts of $3.03–$3.04 billion.
$CRM $NOW $PLTR US stocks: AI application software stocks rise collectively After-hours, Salesforce? or “Salesforce”? (unclear) earnings lead to gains expanding to over 19%, Figma up more than 10%, ServiceNow and Datadog up nearly 10%, Cloudflare up more than 5%, Adobe and Snowflake up nearly 5%, Palantir up about 4%. {future}(PLTRUSDT) {future}(NOWUSDT) {future}(CRMUSDT)
$CRM $NOW $PLTR US stocks: AI application software stocks rise collectively

After-hours, Salesforce? or “Salesforce”? (unclear) earnings lead to gains expanding to over 19%, Figma up more than 10%,
ServiceNow and Datadog up nearly 10%, Cloudflare up more than 5%,

Adobe and Snowflake up nearly 5%, Palantir up about 4%.
#Okta与CrowdStrike财报超预期大涨 $CRWD Cybersecurity company CrowdStrike’s earnings guidance beat expectations across the board. Q2 revenue was $1.47 billion, and the full-year outlook was raised to between $5.99 billion and $6.01 billion. After-hours, the stock price surged as much as 12%. The company said that hacker threats brought about by AI are prompting enterprises to increase security spending. $CRM Meanwhile, Salesforce released strong revenue guidance and deepened its partnership with Anthropic; the stock jumped more than 12% after the close. The company expects Q3 revenue of about $11.5 billion. Its AI product, Agentforce, is expected to contribute $1.5 billion within the year. The two sides will connect Salesforce data to Claude, and the CEO pushed back against the industry’s “SaaS apocalypse” narrative. {future}(CRMUSDT) {future}(CRWDUSDT)
#Okta与CrowdStrike财报超预期大涨

$CRWD Cybersecurity company CrowdStrike’s earnings guidance beat expectations across the board. Q2 revenue was $1.47 billion, and the full-year outlook was raised to between $5.99 billion and $6.01 billion. After-hours, the stock price surged as much as 12%.

The company said that hacker threats brought about by AI are prompting enterprises to increase security spending.

$CRM Meanwhile, Salesforce released strong revenue guidance and deepened its partnership with Anthropic; the stock jumped more than 12% after the close.

The company expects Q3 revenue of about $11.5 billion. Its AI product, Agentforce, is expected to contribute $1.5 billion within the year. The two sides will connect Salesforce data to Claude, and the CEO pushed back against the industry’s “SaaS apocalypse” narrative.
$BTC $MSTR $SOL US crypto-related stock concepts gains continue to expand Strategy rose nearly 12%, MARA Holdings rose more than 9%, CleanSpark rose more than 8%, Coinbase rose more than 6%, and Circle and Riot Platforms rose more than 5% On the news front, Bitcoin recently regained the $80,000 level, driving the crypto-related stock concept sector to move higher across the board. Strategy’s cumulative gain over the past week exceeded 35%. Earlier, the company filed documents with the SEC, disclosing that as of August 23 it held $5.1 billion in digital asset reserves, and it also set up an additional $1.59 billion in cash reserves, providing potential ammunition for future Bitcoin accumulation. In terms of funding, among the company’s top 15 institutional shareholders, 12 increased their holdings in Q2, adding a total of $1.2 billion in positions, showing clear support. However, MSCI is considering rules that could potentially remove Strategy from global equity indexes. If this is implemented or weakens passive fund demand, it would pose a potential risk. {future}(SOLUSDT) {future}(MSTRUSDT) {future}(BTCUSDT)
$BTC $MSTR $SOL US crypto-related stock concepts gains continue to expand

Strategy rose nearly 12%, MARA Holdings rose more than 9%, CleanSpark rose more than 8%, Coinbase rose more than 6%, and Circle and Riot Platforms rose more than 5%

On the news front, Bitcoin recently regained the $80,000 level, driving the crypto-related stock concept sector to move higher across the board. Strategy’s cumulative gain over the past week exceeded 35%.

Earlier, the company filed documents with the SEC, disclosing that as of August 23 it held $5.1 billion in digital asset reserves, and it also set up an additional $1.59 billion in cash reserves, providing potential ammunition for future Bitcoin accumulation.

In terms of funding, among the company’s top 15 institutional shareholders, 12 increased their holdings in Q2, adding a total of $1.2 billion in positions, showing clear support.

However, MSCI is considering rules that could potentially remove Strategy from global equity indexes. If this is implemented or weakens passive fund demand, it would pose a potential risk.
$MSTR $CRCL $BTC US stocks crypto concept stocks rise during the session Strategy up nearly 8%, Circle up nearly 5%, Coinbase up more than 4%, BMNR up nearly 3%, Robinhood up nearly 2%. {future}(BTCUSDT) {future}(CRCLUSDT) {future}(MSTRUSDT)
$MSTR $CRCL $BTC US stocks crypto concept stocks rise during the session

Strategy up nearly 8%, Circle up nearly 5%, Coinbase up more than 4%, BMNR up nearly 3%, Robinhood up nearly 2%.
$MRNA Moderna’s premarket U.S. stock trading briefly plunged, dropping nearly 8% at one point; the decline has narrowed to about 5%. In terms of news: the company will issue $2.0 billion in convertible senior notes.$MRNA.US {future}(MRNAUSDT)
$MRNA Moderna’s premarket U.S. stock trading briefly plunged, dropping nearly 8% at one point; the decline has narrowed to about 5%.

In terms of news: the company will issue $2.0 billion in convertible senior notes.$MRNA.US
MRNAUS-0.53%
$SNDK $NVDA $LITE Fueled by strong Nvidia guidance, US stock cloud computing services providers, storage, and optical communications stocks rise premarket NEBIUS and AAOI both up more than 6%, CoreWeave up more than 5%, and Credo Technology up nearly 5% SK hynix, Micron Technology, and SanDisk up more than 4%, and Lumentum up nearly 4% {future}(LITEUSDT) {future}(NVDAUSDT) {future}(SNDKUSDT)
$SNDK $NVDA $LITE Fueled by strong Nvidia guidance, US stock cloud computing services providers, storage, and optical communications stocks rise premarket

NEBIUS and AAOI both up more than 6%, CoreWeave up more than 5%, and Credo Technology up nearly 5%

SK hynix, Micron Technology, and SanDisk up more than 4%, and Lumentum up nearly 4%
US stock pre-market trading
US stock pre-market trading
币圈老腊肉1688-kevin
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#比特币64亿美元期权将到期 U.S. stock pre-market: where the big money is attacking—how to trade hot picks like Nvidia, SNDK, SpaceX, SOXL, crypto, and more

The Nasdaq futures are up 1.22%, Nvidia surged 7.42% pre-market with $523 million in volume, and SOXL jumped straight up 8.92%. Brothers, this isn’t a normal rebound—this is the “life-support” signal for the next leg of the AI hardware uptrend.

In the pre-market, the top 20 by trading value are basically dominated by semiconductors.
Nvidia is leading the charge, along with Micron (+4.25%), SanDisk (+5.13%), and Micron? (correctly: “Mywell”/“Micron”?; +5.37%) all getting violently bid.

Korea is responding too: KOSPI is up 1.53%, and SK Hynix is up over 5%.
Last night, the boss’s line in the call—“computing power is revenue”—directly pushed the 70% growth guidance for the coming fiscal year, crushing Wall Street’s 44% expectation. This isn’t a sales pitch; it’s real orders running.

Some people think the curse of “must drop after earnings” has struck four times—and it still doesn’t work this time.

But last night, Nvidia rallied from -3% to +4.7% after hours, and it keeps charging another 7% pre-market. The market is telling you with its feet: this time is different. Rubin’s mass-production schedule is ahead of expectations; the issue of gross margin slipping is being selectively ignored.

So what exactly to do:
NVDA: Pre-market 225 has broken above the prior resistance. If the open in the cash market doesn’t fall below 218 (last night’s closing price), you can consider lightly chasing long positions. Targets are 235–240, stop-loss 215. Don’t over-size if chasing; add only if it pulls back near 220.

SOXL: A 3x leveraged long on the semiconductor ETF. It’s at 127 pre-market. This thing is volatile—better suited for intraday or short-term trades. Support at 122: if it doesn’t break, hold it; target 135–140.

SNDK: SanDisk at 1576 pre-market. The storage side is running on the AI supporting-logic; HBM demand is just too strong. You can get in on a pullback to the 1520–1530 range. Target 1650, stop-loss 1480.

Crypto and SpaceX: Bitcoin is back above the 80,000 threshold. MSTR is up 4.31% pre-market—this is a liquidity spillover. For a rare name like SpaceX (SPCX): pre-market volume is $48 million. If you have a position, hold it; if you don’t, wait for a pullback to 138–139 to enter.

This AI-hardware move is institutions covering and rebuilding positions—not retail sentiment. The direction is clear.
$BTC $NVDA $SNDK


#比特币64亿美元期权将到期 U.S. stock pre-market: where the big money is attacking—how to trade hot picks like Nvidia, SNDK, SpaceX, SOXL, crypto, and more The Nasdaq futures are up 1.22%, Nvidia surged 7.42% pre-market with $523 million in volume, and SOXL jumped straight up 8.92%. Brothers, this isn’t a normal rebound—this is the “life-support” signal for the next leg of the AI hardware uptrend. In the pre-market, the top 20 by trading value are basically dominated by semiconductors. Nvidia is leading the charge, along with Micron (+4.25%), SanDisk (+5.13%), and Micron? (correctly: “Mywell”/“Micron”?; +5.37%) all getting violently bid. Korea is responding too: KOSPI is up 1.53%, and SK Hynix is up over 5%. Last night, the boss’s line in the call—“computing power is revenue”—directly pushed the 70% growth guidance for the coming fiscal year, crushing Wall Street’s 44% expectation. This isn’t a sales pitch; it’s real orders running. Some people think the curse of “must drop after earnings” has struck four times—and it still doesn’t work this time. But last night, Nvidia rallied from -3% to +4.7% after hours, and it keeps charging another 7% pre-market. The market is telling you with its feet: this time is different. Rubin’s mass-production schedule is ahead of expectations; the issue of gross margin slipping is being selectively ignored. So what exactly to do: NVDA: Pre-market 225 has broken above the prior resistance. If the open in the cash market doesn’t fall below 218 (last night’s closing price), you can consider lightly chasing long positions. Targets are 235–240, stop-loss 215. Don’t over-size if chasing; add only if it pulls back near 220. SOXL: A 3x leveraged long on the semiconductor ETF. It’s at 127 pre-market. This thing is volatile—better suited for intraday or short-term trades. Support at 122: if it doesn’t break, hold it; target 135–140. SNDK: SanDisk at 1576 pre-market. The storage side is running on the AI supporting-logic; HBM demand is just too strong. You can get in on a pullback to the 1520–1530 range. Target 1650, stop-loss 1480. Crypto and SpaceX: Bitcoin is back above the 80,000 threshold. MSTR is up 4.31% pre-market—this is a liquidity spillover. For a rare name like SpaceX (SPCX): pre-market volume is $48 million. If you have a position, hold it; if you don’t, wait for a pullback to 138–139 to enter. This AI-hardware move is institutions covering and rebuilding positions—not retail sentiment. The direction is clear. $BTC $NVDA $SNDK {future}(SNDKUSDT) {future}(NVDAUSDT) {future}(BTCUSDT)
#比特币64亿美元期权将到期 U.S. stock pre-market: where the big money is attacking—how to trade hot picks like Nvidia, SNDK, SpaceX, SOXL, crypto, and more

The Nasdaq futures are up 1.22%, Nvidia surged 7.42% pre-market with $523 million in volume, and SOXL jumped straight up 8.92%. Brothers, this isn’t a normal rebound—this is the “life-support” signal for the next leg of the AI hardware uptrend.

In the pre-market, the top 20 by trading value are basically dominated by semiconductors.
Nvidia is leading the charge, along with Micron (+4.25%), SanDisk (+5.13%), and Micron? (correctly: “Mywell”/“Micron”?; +5.37%) all getting violently bid.

Korea is responding too: KOSPI is up 1.53%, and SK Hynix is up over 5%.
Last night, the boss’s line in the call—“computing power is revenue”—directly pushed the 70% growth guidance for the coming fiscal year, crushing Wall Street’s 44% expectation. This isn’t a sales pitch; it’s real orders running.

Some people think the curse of “must drop after earnings” has struck four times—and it still doesn’t work this time.

But last night, Nvidia rallied from -3% to +4.7% after hours, and it keeps charging another 7% pre-market. The market is telling you with its feet: this time is different. Rubin’s mass-production schedule is ahead of expectations; the issue of gross margin slipping is being selectively ignored.

So what exactly to do:
NVDA: Pre-market 225 has broken above the prior resistance. If the open in the cash market doesn’t fall below 218 (last night’s closing price), you can consider lightly chasing long positions. Targets are 235–240, stop-loss 215. Don’t over-size if chasing; add only if it pulls back near 220.

SOXL: A 3x leveraged long on the semiconductor ETF. It’s at 127 pre-market. This thing is volatile—better suited for intraday or short-term trades. Support at 122: if it doesn’t break, hold it; target 135–140.

SNDK: SanDisk at 1576 pre-market. The storage side is running on the AI supporting-logic; HBM demand is just too strong. You can get in on a pullback to the 1520–1530 range. Target 1650, stop-loss 1480.

Crypto and SpaceX: Bitcoin is back above the 80,000 threshold. MSTR is up 4.31% pre-market—this is a liquidity spillover. For a rare name like SpaceX (SPCX): pre-market volume is $48 million. If you have a position, hold it; if you don’t, wait for a pullback to 138–139 to enter.

This AI-hardware move is institutions covering and rebuilding positions—not retail sentiment. The direction is clear.
$BTC $NVDA $SNDK
$AKE feels like the market is about to be gone And there are still a bunch of people shouting to enter the trade and go long That’s terrifying 😥
$AKE feels like the market is about to be gone
And there are still a bunch of people shouting to enter the trade and go long
That’s terrifying 😥
#英伟达营收超预期股价涨4% After-hours U.S. stock opportunities: Nvidia leads a全面爆发 in AI hardware; storage chips surge across the board On Wednesday, U.S. after-hours trading was unusually active, with all three major stock index futures rising across the board (Nasdaq futures up 1.11%), and market sentiment noticeably improving. Nvidia’s earnings report above expectations became the key catalyst. Large amounts of capital flowed back into the AI hardware supply chain, and the storage-chip sector surged to lead the market. Focus on trading value and price moves: Nvidia (NVDA): After-hours trading value reached $13.552 billion, the stock jumped 4.71%, and closed at $219.53. The company’s Q2 revenue of $9.62 billion beat expectations. Its growth guidance for the coming fiscal year (70%) was far stronger than analysts’ expectations (44%), fully dispelling market concerns that AI compute demand may have peaked. Storage chips rally across the board: Micron Technology (MU) up 3.79% after hours; trading value $2.746 billion; SanDisk (SNDK) up 3.74% after hours; trading value $2.156 billion; Applied Materials (AMAT) up 2.34%. The sector’s shared narrative is driven by strong demand from AI data centers for high-bandwidth memory (HBM). Software and AI application names also rise: Salesforce (CRM) surged 12.98% after hours; trading value $1.089 billion; Cybersecurity company CrowdStrike (CRWD) jumped 10.49%. The market is beginning to expect that an AI compute boom will also boost higher-layer applications and security demand. Index and ETF move higher in sync: 3x leveraged semiconductor ETF (SOXL) jumped 7.30% after hours; Nasdaq 100 ETF (QQQ) rose 1.18%—reflecting an increase in investors’ risk appetite toward the tech sector overall. Key headlines: Nvidia’s conference call guidance was strong. The company emphasized that the Vera Rubin platform is moving toward full-scale production and explicitly stated the industry inflection point of “compute is revenue.” With growth expectations of 70% for the coming fiscal year—far above the market’s 44% prediction—it greatly boosted confidence in the long-term investment cycle for AI hardware. Even so, structural divergence remains: HP plunged more than 9% after hours as PC shipment volumes declined; Apple and Microsoft were slightly down after hours. The after-hours trading action clearly indicates that the AI compute investment thesis has shifted from an “expectations-driven” model to an “earnings-validated” model. Nvidia’s strong guidance not only alleviated short-term concerns tied to high valuations, but also confirmed that the hardware side—centered on compute and storage—remains the most certain mainline for the current market.$NVDA $SNDK $SOXL {future}(SOXLUSDT) {future}(SNDKUSDT) {future}(NVDAUSDT)
#英伟达营收超预期股价涨4% After-hours U.S. stock opportunities: Nvidia leads a全面爆发 in AI hardware; storage chips surge across the board

On Wednesday, U.S. after-hours trading was unusually active, with all three major stock index futures rising across the board (Nasdaq futures up 1.11%), and market sentiment noticeably improving.

Nvidia’s earnings report above expectations became the key catalyst. Large amounts of capital flowed back into the AI hardware supply chain, and the storage-chip sector surged to lead the market.

Focus on trading value and price moves:
Nvidia (NVDA): After-hours trading value reached $13.552 billion, the stock jumped 4.71%, and closed at $219.53.

The company’s Q2 revenue of $9.62 billion beat expectations. Its growth guidance for the coming fiscal year (70%) was far stronger than analysts’ expectations (44%), fully dispelling market concerns that AI compute demand may have peaked.

Storage chips rally across the board:
Micron Technology (MU) up 3.79% after hours; trading value $2.746 billion;
SanDisk (SNDK) up 3.74% after hours; trading value $2.156 billion;
Applied Materials (AMAT) up 2.34%.
The sector’s shared narrative is driven by strong demand from AI data centers for high-bandwidth memory (HBM).

Software and AI application names also rise:
Salesforce (CRM) surged 12.98% after hours; trading value $1.089 billion;
Cybersecurity company CrowdStrike (CRWD) jumped 10.49%.
The market is beginning to expect that an AI compute boom will also boost higher-layer applications and security demand.

Index and ETF move higher in sync:
3x leveraged semiconductor ETF (SOXL) jumped 7.30% after hours;
Nasdaq 100 ETF (QQQ) rose 1.18%—reflecting an increase in investors’ risk appetite toward the tech sector overall.

Key headlines:
Nvidia’s conference call guidance was strong. The company emphasized that the Vera Rubin platform is moving toward full-scale production and explicitly stated the industry inflection point of “compute is revenue.” With growth expectations of 70% for the coming fiscal year—far above the market’s 44% prediction—it greatly boosted confidence in the long-term investment cycle for AI hardware.

Even so, structural divergence remains: HP plunged more than 9% after hours as PC shipment volumes declined; Apple and Microsoft were slightly down after hours.

The after-hours trading action clearly indicates that the AI compute investment thesis has shifted from an “expectations-driven” model to an “earnings-validated” model. Nvidia’s strong guidance not only alleviated short-term concerns tied to high valuations, but also confirmed that the hardware side—centered on compute and storage—remains the most certain mainline for the current market.$NVDA $SNDK $SOXL
#美元创近四周最大涨幅 US stock market wrap: PCE meets expectations, but inflation is stubborn; all three major indexes edge down slightly, and gold falls below a key level On Wednesday, trading in US stocks was relatively quiet. All three major indexes closed slightly lower amid the interplay of inflation data and earnings reports. The S&P 500 fell 0.04%, the Nasdaq slipped 0.08%, and the Dow dropped 0.21%, ending a two-day winning streak. The market’s core question is: if the core PCE meets expectations, why does it instead strengthen expectations for further rate hikes? Macro headlines: Inflation data: meets expectations overall, but the details are somewhat hot—rate-hike expectations rise In July, core PCE year-over-year rose 3.3% (in line with expectations), but total PCE rose 3.7% year-over-year and 0.2% month-over-month—both above expectations. While the data is “overall in line,” its “structure is hot.” Rate-futures data shows the probability of a September rate hike jumped from 36% to 42%. Asset impact: the US dollar strengthens; Treasury yields rise broadly; gold drops below 4,600 The US Dollar Index rose 0.23% to 99.07. US Treasury yields rose across the curve; the 10-year yield climbed to 4.66%. Gold came under pressure and fell through the key $4,600 level, closing down about 1% and ending a four-session winning streak. Earnings and industry signals: differentiation within the AI chain; capital looks for a structural shift Although Nvidia’s earnings beat expectations, its Q3 guidance ($108 billion) fell short of the most optimistic buyers’ expectations (above $110 billion). Also, its gross margin guidance edged down slightly. After-hours, the stock fell more than 3% at one point, weighing on AI infrastructure bellwethers (Nvidia -1.59%, Broadcom -0.32%). Asset impact: flows spill from compute leaders to storage and custom-chip directions; hardware-related bets remain active within AI Capital shifted from compute leaders toward storage and custom chips. Western Digital rose more than 4%, Arm gained nearly 4%, and Marvell rose nearly 2%, suggesting the market is still actively looking for structural opportunities within AI hardware. Commodities and FX: oil chops sideways; gold faces multiple headwinds Even with a complicated geopolitical backdrop, oil prices didn’t rise on demand expectations—they fell instead. WTI crude settled at $82.23 per barrel, down slightly. Gold, under triple pressure—strength in the dollar, rising real yields, and renewed rate-hike expectations—lost the $4,600 level, and near-term claims on its allocation value have been questioned. The market is at a crossroads between “inflation stickiness confirmed” and “AI narrative validation.” The PCE data brings back uncertainty over September hikes, weighing on interest-rate-sensitive assets. Meanwhile, the divergence after Nvidia’s earnings shows the AI trend hasn’t changed, but the market is extremely sensitive to valuations and marginal changes. Near-term performance will depend more on the policy signals released at the Jackson Hole meeting on Friday. Whether gold can stabilize above $4,600 is the key observation point.$BTC $CL $XAU {future}(XAUUSDT) {future}(CLUSDT) {future}(BTCUSDT)
#美元创近四周最大涨幅 US stock market wrap: PCE meets expectations, but inflation is stubborn; all three major indexes edge down slightly, and gold falls below a key level

On Wednesday, trading in US stocks was relatively quiet. All three major indexes closed slightly lower amid the interplay of inflation data and earnings reports. The S&P 500 fell 0.04%, the Nasdaq slipped 0.08%, and the Dow dropped 0.21%, ending a two-day winning streak.

The market’s core question is: if the core PCE meets expectations, why does it instead strengthen expectations for further rate hikes?

Macro headlines:
Inflation data: meets expectations overall, but the details are somewhat hot—rate-hike expectations rise
In July, core PCE year-over-year rose 3.3% (in line with expectations), but total PCE rose 3.7% year-over-year and 0.2% month-over-month—both above expectations. While the data is “overall in line,” its “structure is hot.” Rate-futures data shows the probability of a September rate hike jumped from 36% to 42%.

Asset impact: the US dollar strengthens; Treasury yields rise broadly; gold drops below 4,600
The US Dollar Index rose 0.23% to 99.07. US Treasury yields rose across the curve; the 10-year yield climbed to 4.66%. Gold came under pressure and fell through the key $4,600 level, closing down about 1% and ending a four-session winning streak.

Earnings and industry signals: differentiation within the AI chain; capital looks for a structural shift
Although Nvidia’s earnings beat expectations, its Q3 guidance ($108 billion) fell short of the most optimistic buyers’ expectations (above $110 billion). Also, its gross margin guidance edged down slightly. After-hours, the stock fell more than 3% at one point, weighing on AI infrastructure bellwethers (Nvidia -1.59%, Broadcom -0.32%).

Asset impact: flows spill from compute leaders to storage and custom-chip directions; hardware-related bets remain active within AI
Capital shifted from compute leaders toward storage and custom chips. Western Digital rose more than 4%, Arm gained nearly 4%, and Marvell rose nearly 2%, suggesting the market is still actively looking for structural opportunities within AI hardware.

Commodities and FX: oil chops sideways; gold faces multiple headwinds
Even with a complicated geopolitical backdrop, oil prices didn’t rise on demand expectations—they fell instead. WTI crude settled at $82.23 per barrel, down slightly. Gold, under triple pressure—strength in the dollar, rising real yields, and renewed rate-hike expectations—lost the $4,600 level, and near-term claims on its allocation value have been questioned.

The market is at a crossroads between “inflation stickiness confirmed” and “AI narrative validation.” The PCE data brings back uncertainty over September hikes, weighing on interest-rate-sensitive assets. Meanwhile, the divergence after Nvidia’s earnings shows the AI trend hasn’t changed, but the market is extremely sensitive to valuations and marginal changes.

Near-term performance will depend more on the policy signals released at the Jackson Hole meeting on Friday. Whether gold can stabilize above $4,600 is the key observation point.$BTC $CL $XAU
$CXMT Changxin Technology stock price continues to surge Changxin Technology surged more than 5.26%, with trading volume reaching 118 billion yuan, and its market value returned to 4 trillion yuan. {future}(CXMTUSDT)
$CXMT Changxin Technology stock price continues to surge

Changxin Technology surged more than 5.26%, with trading volume reaching 118 billion yuan, and its market value returned to 4 trillion yuan.
#英伟达营收超预期股价涨4% US stock close summary: Nvidia surged after earnings, Meta reached an expensive settlement, and Apple has scheduled its event for the early hours of September 10 On Wednesday, sentiment in the US stock market was complex, with a clear split between bulls and bears in the tech sector. Investors were digesting Nvidia’s earnings on one hand, while weighing the impact of Meta’s massive legal settlement on the other. The three major indexes overall showed a narrow-range, choppy pattern. The top ten by trading value were dominated by tech giants, and capital continued to compete within core assets. Focus areas for trading value and price moves: Nvidia (NVDA): Trading value led by far at $33.253 billion, but the stock closed down 1.59%. Meta (META): Trading value was $18.044 billion, and the stock rose 1.07%. The company reached the highest settlement of about $18.0 billion with U.S. states to end social-media addiction lawsuits. The market interpreted the move as removing major legal uncertainty, and the stock was up more than 4% at one point intraday. Apple (AAPL): Trading value was $10.543 billion, up 1.15%. The company officially announced that it will hold its fall event in the early hours of September 10 Beijing time. It is expected to unveil its first foldable-screen iPhone, significantly boosting market attention. Other notable movers: Optical communications sector strengthened: Lumentum (LITE) jumped 6.04%, lifting sector sentiment, likely supported by the continued growth in AI data-center optical interconnect demand. Earnings-driven divergence: Intuit (INTU) fell 3.24% after guidance for next fiscal year’s revenue came in below expectations; Eli Lilly (LLY) dropped 3.59% due to real-world study data for its weight-loss drugs. The current US market is in an overlapping phase of an “earnings digesting period” and an “event waiting period.” Meta’s settlement and Apple’s event provide new narrative focal points. $NVDA $LITE $AAPL {future}(AAPLUSDT) {future}(LITEUSDT) {future}(NVDAUSDT)
#英伟达营收超预期股价涨4% US stock close summary: Nvidia surged after earnings, Meta reached an expensive settlement, and Apple has scheduled its event for the early hours of September 10

On Wednesday, sentiment in the US stock market was complex, with a clear split between bulls and bears in the tech sector. Investors were digesting Nvidia’s earnings on one hand, while weighing the impact of Meta’s massive legal settlement on the other.

The three major indexes overall showed a narrow-range, choppy pattern. The top ten by trading value were dominated by tech giants, and capital continued to compete within core assets.

Focus areas for trading value and price moves:
Nvidia (NVDA): Trading value led by far at $33.253 billion, but the stock closed down 1.59%.

Meta (META): Trading value was $18.044 billion, and the stock rose 1.07%. The company reached the highest settlement of about $18.0 billion with U.S. states to end social-media addiction lawsuits. The market interpreted the move as removing major legal uncertainty, and the stock was up more than 4% at one point intraday.

Apple (AAPL): Trading value was $10.543 billion, up 1.15%. The company officially announced that it will hold its fall event in the early hours of September 10 Beijing time. It is expected to unveil its first foldable-screen iPhone, significantly boosting market attention.

Other notable movers:
Optical communications sector strengthened: Lumentum (LITE) jumped 6.04%, lifting sector sentiment, likely supported by the continued growth in AI data-center optical interconnect demand.

Earnings-driven divergence: Intuit (INTU) fell 3.24% after guidance for next fiscal year’s revenue came in below expectations; Eli Lilly (LLY) dropped 3.59% due to real-world study data for its weight-loss drugs.

The current US market is in an overlapping phase of an “earnings digesting period” and an “event waiting period.” Meta’s settlement and Apple’s event provide new narrative focal points.
$NVDA $LITE $AAPL
$ZHIPU Zhipu’s growth has widened to 9% On the news front, Zhipu responded to a query from foreign media on Wednesday (August 26) and confirmed that the model previously codenamed Ox Alpha is a new version of its GLM series and that its model weights will be released later that day. The company then announced on its WeChat official account that the model has officially been named GLM-5.3-Flash. At present, GLM-5.3-Flash can still be used for free and has leapt to the top of the AI model platform OpenRouter leaderboard, with usage more than double that of DeepSeek. Zhipu plans to publish the model weights—i.e., the core parameters formed after training that affect the model’s output—so that developers can deploy or develop other products based on them. {future}(ZHIPUUSDT)
$ZHIPU Zhipu’s growth has widened to 9%

On the news front, Zhipu responded to a query from foreign media on Wednesday (August 26) and confirmed that the model previously codenamed Ox Alpha is a new version of its GLM series and that its model weights will be released later that day.

The company then announced on its WeChat official account that the model has officially been named GLM-5.3-Flash.

At present, GLM-5.3-Flash can still be used for free and has leapt to the top of the AI model platform OpenRouter leaderboard, with usage more than double that of DeepSeek. Zhipu plans to publish the model weights—i.e., the core parameters formed after training that affect the model’s output—so that developers can deploy or develop other products based on them.
$ZHONGJI 中际旭创升逾4% On the news front, the Shenzhen Stock Exchange announced that the list of securities eligible for Hong Kong Stock Connect has been added to Jebel Chuang (Jingji Xuchuang). It takes effect today. {future}(ZHONGJIUSDT)
$ZHONGJI 中际旭创升逾4%

On the news front, the Shenzhen Stock Exchange announced that the list of securities eligible for Hong Kong Stock Connect has been added to Jebel Chuang (Jingji Xuchuang). It takes effect today.
$ZHIPU $MINIMAX {future}(MINIMAXUSDT) {future}(ZHIPUUSDT) Hang Seng Index opens higher by 0.48%, while the Hang Seng Tech Index rises by 0.85%. Zhipu AI is up more than 8%, MINIMAX is up nearly 5%, Hansoh Pharmaceutical is up more than 5%, and Baidu Group is up more than 3%
$ZHIPU $MINIMAX
Hang Seng Index opens higher by 0.48%, while the Hang Seng Tech Index rises by 0.85%.

Zhipu AI is up more than 8%, MINIMAX is up nearly 5%,

Hansoh Pharmaceutical is up more than 5%, and Baidu Group is up more than 3%
$KORU $SKHYNIX $SAMSUNG Korean composite index accelerates plunge In the news: The Bank of Korea announced a 25-basis-point rate hike, raising the benchmark interest rate from 2.75% to 3.0%, the second consecutive meeting to hike rates, in line with market expectations. {future}(SAMSUNGUSDT) {future}(SKHYNIXUSDT) {future}(KORUUSDT)
$KORU $SKHYNIX $SAMSUNG Korean composite index accelerates plunge

In the news: The Bank of Korea announced a 25-basis-point rate hike, raising the benchmark interest rate from 2.75% to 3.0%, the second consecutive meeting to hike rates, in line with market expectations.
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