欧鹏

$ARM With the semiconductor market recovering, ARM’s price has also risen above the moving average. Long-term outlook is bullish🚀🚀🚀

From the volume distribution chart of $SOL from 2024-2026.9.9, it can be seen that the most important resistance levels above the current 104 price are around 130, 144, 153, and 180. These are also the points that long positions will inevitably have to break in the future, and they are our take-profit levels.

$BTC 、$ETH 等 one breakthrough🚀

It really went up‼️ Intel $INTC and Corning $GLW are absolutely fierce 🚀
Intel closed at 95 and last night went straight up to 106 dollars; Corning closed at 154 and last night pushed up to 169 dollars.

#原油 With attacks near the Strait of Hormuz on shipping escalating and Saudi Arabia’s oil facilities in the Red Sea being hit by missiles and drones launched from Yemen, the calendar spread in Brent crude has sharply flipped to a strong spot premium (backwardation). Comparing the ICE inter-month spreads as of July 1, 2026 and September 7, it can be seen that the front-end Nov–Dec spread has swung from near zero to about +3.84 per barrel. The Dec–Jan 2027 spread has moved from a slight premium (contango) to +3.22. After that, the spreads for subsequent months remain positive, but the magnitude gradually declines, and even out to the 2027/28 delivery remains a small spot premium. The six-month futures spread is currently trading at a spot premium level of around $15 per barrel, whereas earlier—at the beginning of July, before the ceasefire agreement between Iran and the United States broke down—this spread was flat or at a small futures premium.
This structural change usually indicates tighter spot versus near-month supply, with the convenience yield from holding inventories rising. Combined with reduced Strait passage volumes and attacks on Red Sea/Saudi facilities, the market is pricing along the curve the possibility that “export disruptions may persist into the end of the year, or even 2027.” Increasingly, traders are expecting that exports from the Persian Gulf region will face a long-term disruption, which would keep crude inventories tightening from now through the end of this year and into 2027.
For traders, a deep spot premium raises the attractiveness of near-month contracts relative to far-months, discouraging a strategy of simply warehousing crude in contango, while strengthening the logic for near-month long positions before inventories have visibly rebuilt. If shipping and facility risks ease, the spread could quickly unwind.
$BZ

September rate hike remains uncertain; where is this week’s gold bulls’ line of defense looking? After the release of last week’s U.S. employment report that beat expectations, the market’s focus this week has shifted entirely to inflation data. Strong job growth combined with steady wage performance has intensified concerns that inflation may prove more persistent than expected, pushing the probability of a September rate hike by the Federal Reserve from 49% to about 59%.
At present, statements within the Fed appear divided: Chair Powell leans hawkish, while Governor Waller advocates waiting for the inflation data before making a decision. This makes the upcoming PPI and CPI reports key guidance ahead of the policy meeting.
From market performance, rising Treasury yields and stronger expectations for further rate hikes have exerted clear downward pressure on international spot gold. International spot gold has fallen for the second consecutive week, indicating that the rebound momentum launched in early August is weakening. The chart resembles the pattern of this year’s March rebound that fizzled out, and the macro headwinds that existed then—high oil prices, high yields, and inflation worries—are still present. Last week, international spot gold briefly broke below $4,310 (around the 200-day moving average), a key level. Although it rebounded somewhat afterward, Friday’s close was lower under the shock of strong non-farm payrolls data, worsening the near-term outlook again. This level remains core support; if it is tested again and breaks, prices may face renewed pressure. Overall, with Treasury yields and oil prices staying elevated and labor-market resilience boosting rate-hike expectations, the near-term risk profile for international spot gold still leans toward consolidating and moving down rather than trending higher.
$XAU

Pre-market trading in U.S. stocks sees a collective surge in memory stocks today—yet is it “forever short of memory” again?
After the KB Securities report was released yesterday, SK hynix and Samsung Electronics both clearly strengthened. Institutional investors believe the two companies’ memory inventories have already fallen to fewer than 10 days, while AI infrastructure spending is still expanding. With HBM4 expected to further crowd out traditional DRAM capacity, supply conditions may become even tighter in 2027.
This also further boosts sentiment across the U.S. memory supply chain.
But there are two additional catalysts behind today’s pre-market strength.
First, the U.S. memory supply chain itself had already begun to move in the prior trading session. Last Friday, SanDisk, Micron, and Western Digital all rallied, indicating that before the inventory report came out, funds had already started re-trading AI memory demand.
Second, recent next-generation AI models have once again reinforced the market’s expectations for HBM, server DRAM, and enterprise storage demand. The Asian semiconductor sector has already led the rally, and U.S.-listed related names are continuing to follow in pre-market trading.
So today’s collective rise in memory stocks is more like several factors working together:
AI demand expectations are heating up again, inventories are at a low level, and there is also expectations of recovery after the sharp pullback earlier.
Not long ago, the market was still worried that the memory cycle might have already peaked.
Now, however, the industry has raised another question:
If inventories really are down to less than 10 days, will the real supply pressure be still ahead?
$SKHY $MU $SNDK

#美股 Ton ight we need some serious bullish energy, Micron $MU , SanDisk $SNDK , SK hynix $SKHY are all surging hard before the bell‼️

Pre-market surge‼️ US stock pre-market overnight data shows Haili-si $SKHY up nearly 5% in pre-market; Korean Haili-si $SKHYNIX up nearly 6%‼️ Looks like tonight’s US stocks are set to open higher🚀

Corning $GLW but not as much as Intel $INTC and SK Hynix $SKHY 🚀
Reports say Intel CPUs will increase in price by another 10%.

I pulled $BE straight up 7% before the market today‼️

$BE has completed the breakthrough👏

Storage about to triple in price? Samsung Electronics and SK hynix’s storage semiconductor inventory has already shrunk to less than 10 days of supply. For these two global storage giants, an inventory of 10 days is no longer a tight balance—it’s a potential stockout at any moment.
$SKHYNIX 、$SKHY 、$SNDK 🚀🚀🚀

Please be tough like 6am I am—$INTC , $SKHYNIX , $SAMSUNG 🚀

Can the Corning $GLW pass through 170 to open the space above? 🚀🚀🚀

Serenity stated that Samsung and SK Hynix's memory inventories have fallen to less than 10 days of supply, and a severe shortage may occur next year.
Samsung $SAMSUNG , Hynix $SKHY , SanDisk $SNDK 👏 👏👏

Kangning $GLW closed above the 200-day moving average again, long-term bullish 🚀🚀🚀

The U.S. stock market will be closed for one day on Monday due to the Labor Day holiday, and trading in gold, silver, and oil will end early.

Are global central banks moving gold out of New York, and is the United States losing its status as a financial safe haven?
The United States’ role as a financial safe haven is beginning to clash with Donald Trump’s increasingly frequent use of economic and military threats to advance his policy agenda. This week, the Dutch central bank said it would move gold out of New York, citing “geopolitical turmoil.” Norway’s $2.4 trillion sovereign wealth fund has also proposed a plan to cut its holdings of U.S. Treasuries and reduce its overall allocation to government bonds from 70% to 50%. Trump’s sweeping tariff war shook the world last year. Then, in January this year, the United States detained Venezuelan leader Maduro, followed by the U.S.-Iran war in February; at the end of August, the United States announced plans to control more than 65 billion barrels of Venezuelan oil. During this period, the United States also kept provoking European allies and NATO allies, pushing to take over Greenland and its natural resources, and more recently has continued escalating its trade war with Canada. So, has the world’s trust in the United States declined?
Steven Blitz, chief U.S. economist at TS Lombard, said this is more about Trump’s own irrational behavior. After all, who can guarantee that he will not suddenly decide to prevent gold stored in New York from leaving? The likelihood of that happening seems low, but before U.S. policy becomes clearer, it is not unreasonable for central banks to consider potential risks, at least until U.S. policy direction becomes more certain after Trump’s second term ends in January 2029. In the meantime, it makes sense for the Netherlands to move its gold out. Max Baecker, president of U.S. Hartford Gold, a precious-metals dealer, said this is more about control than geography. Central banks want to ensure that when needed, they can access and deploy their gold. FactSet data show that the recent moves by central banks to transfer gold have taken place as gold prices have risen sharply since Russia’s outbreak of the Russia-Ukraine conflict in 2022.#黄金
$XAU

When $SOL breaks through $110