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欧鹏
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U.S. stock market opens: storage and semiconductor stocks turn from down to up‼️
SanDisk $SNDK , Intel $INTC , and tomorrow’s Korean SK hynix $SKHYNIX are all still pretty good 🚀🚀🚀
SanDisk $SNDK , Intel $INTC , and tomorrow’s Korean SK hynix $SKHYNIX are all still pretty good 🚀🚀🚀
US pre-market semiconductor, storage, and optical communication sectors broadly fall‼️
$INTC 、$SKHY 、$LITE
$INTC 、$SKHY 、$LITE
Dell Technology pre-market rises nearly 10%! The company’s full-year guidance is raised above expectations, Q2 revenue hits a record high, and demand for AI servers explodes. $DELL
Dell shares rise nearly 10% pre-market, continuing the AI-server narrative from the May earnings season. After first-quarter revenue grew 88% year over year, the market has repriced Dell as a core AI infrastructure beneficiary. Morgan Stanley’s price target was raised from $170 to $448, which is a clear signal. With Q2 revenue hitting a record high and full-year guidance raised again, it suggests that AI-server orders are not just a one-time pulse, but a repeatable, quarterly growth pattern. Industry momentum is flowing from leading GPU makers to server OEMs.
Dell shares rise nearly 10% pre-market, continuing the AI-server narrative from the May earnings season. After first-quarter revenue grew 88% year over year, the market has repriced Dell as a core AI infrastructure beneficiary. Morgan Stanley’s price target was raised from $170 to $448, which is a clear signal. With Q2 revenue hitting a record high and full-year guidance raised again, it suggests that AI-server orders are not just a one-time pulse, but a repeatable, quarterly growth pattern. Industry momentum is flowing from leading GPU makers to server OEMs.
US ADP employment data for August will be released tonight at 20:15. The market expects an increase of 48,000 jobs, down from the previous 44,000. As the first employment report after the hawkish remarks from the Fed, can the “mini nonfarm payrolls” confirm the resilience of the labor market and add more ammunition to expectations of further rate hikes?
At present, the S&P $SPY and the Nasdaq $QQQ are slightly lower before the open, gold $XAU is edging up, and crude oil has started to dip slightly.
At present, the S&P $SPY and the Nasdaq $QQQ are slightly lower before the open, gold $XAU is edging up, and crude oil has started to dip slightly.
$MSFT June drop to the weekly EMA200 at $370, and by August it had risen to $510. Now the same opportunity is appearing again: $WMT the daily chart has fallen to the EMA400 at the $105 level, and the last time it fell to this level was in 2022—bullish long-term.
欧鹏
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BullishMicrosoft $MSFT weekly-level price returns to the EMA200 moving average position again
From the chart, it fell back to the EMA200 in 2022 and 2025, then rebounded. What about this time—will it come back again?
From the chart, it fell back to the EMA200 in 2022 and 2025, then rebounded. What about this time—will it come back again?
There are a few assets worth everyone’s attention: Google $GOOGL , Samsung $SAMSUNG (South Korea), Intel $INTC , and also Korea SK Hynix (SK Hynix) which is currently oscillating near support—worth keeping an eye on.
At this time, Google is at $335, Samsung at 185, Intel at 88, and Hynix at $1204—bullish in the long term.
At this time, Google is at $335, Samsung at 185, Intel at 88, and Hynix at $1204—bullish in the long term.
欧鹏
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S&P $SPY , Nasdaq $QQQ , gold $XAU , silver XAG — all are flashing and dropping tonight!!
But the drop isn’t very big; it’s not that dangerous🆘
But the drop isn’t very big; it’s not that dangerous🆘
Meanwhile, intraday declines in US stock crypto concept stocks have widened. $MSTR fell 6.12%, $CRCL fell 5.94%, and $COIN fell 4.53%‼️
欧鹏
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Federal Reserve Board Governor Michael Barr said the Fed should be prepared to raise interest rates if inflation does not come down. Immediately after opening, #美股 fell; the Dow fell 0.64%, the S&P 500 fell 0.71%, and the Nasdaq fell 1.31%.
Intel $INTC , Qualcomm $QCOM , and Nvidia $NVDA fell 🆘
Intel $INTC , Qualcomm $QCOM , and Nvidia $NVDA fell 🆘
Verified
Federal Reserve Board Governor Michael Barr said the Fed should be prepared to raise interest rates if inflation does not come down. Immediately after opening, #美股 fell; the Dow fell 0.64%, the S&P 500 fell 0.71%, and the Nasdaq fell 1.31%.
Intel $INTC , Qualcomm $QCOM , and Nvidia $NVDA fell 🆘
Intel $INTC , Qualcomm $QCOM , and Nvidia $NVDA fell 🆘
In 2002, Zhang Yongping bought NetEase for $2 million when the stock price was below $1. He held it long-term and exited around 2010, earning more than 100x returns.
The behind-the-scenes founder of OPPO and vivo, and the mentor of Huang Zheng of Pinduoduo. He spent $620,000 and had lunch with Buffett.
He has held a heavy position in Apple and Kweichow Moutai for over ten years.
Over more than a decade of answering investment questions on Snowball, he has intermittently shared his core principles. I’ve distilled the key ones he repeatedly emphasized:
Three stock-picking standards
Right business — Is the business model good? Can it consistently generate cash flow?
Right people — Is management reliable? Is the company culture healthy and proper?
Right price — Is the price reasonable? Compared with the discounted value of future cash flows, is there a margin of safety?
Only when all three are met do you make a move. If any one is missing, don’t.
Investment principles he repeatedly stressed
Buy stocks is to buy companies — “When I see this sentence, I understand everything. That’s all you need.”
Circle of competence — “Knowing where the boundary of your circle of competence is matters far more than how big it is.”
Don’t easily expand your circle of competence — “Understanding a business often takes many years. Don’t jump in just because you’ve grasped two concepts.”
Look long-term, not short-term — “It’s harder to look three or five years ahead than ten years ahead, and the shorter the horizon, the harder it is.”
How to know you’ve really understood — “You won’t want to ask someone, ‘Do I understand it?’ If you still have doubts, it means you don’t.”
The prerequisite for holding is that you understand — “Most people can’t hold, because they don’t understand.”
Don’t do what you don’t understand — “Doing the right thing means knowing not to do what’s wrong.”
His real-world cases
NetEase: Bought for under $1 in 2002, held long-term, and ultimately returned more than 100x
Apple: Started buying in 2011, earlier than Buffett, and has held a heavy position ever since
Kweichow Moutai: Bought with a heavy position in 2013, never sold a single share, and held it for over 10 years
Judgment standards: The heavy-position stocks he has invested in over a lifetime can be counted on one hand—NetEase, Apple, Kweichow Moutai, and Tencent.
One reminder: Zhang Yongping’s method looks simple, but “simple” and “easy” are two different things. Most people’s problem isn’t that they don’t know these principles—it’s that they can’t do them. Understand first, then practice.
Zhang Yongping’s current holdings: Apple $AAPL , Tencent $TENCENT , Pop Mart $POPMART
The behind-the-scenes founder of OPPO and vivo, and the mentor of Huang Zheng of Pinduoduo. He spent $620,000 and had lunch with Buffett.
He has held a heavy position in Apple and Kweichow Moutai for over ten years.
Over more than a decade of answering investment questions on Snowball, he has intermittently shared his core principles. I’ve distilled the key ones he repeatedly emphasized:
Three stock-picking standards
Right business — Is the business model good? Can it consistently generate cash flow?
Right people — Is management reliable? Is the company culture healthy and proper?
Right price — Is the price reasonable? Compared with the discounted value of future cash flows, is there a margin of safety?
Only when all three are met do you make a move. If any one is missing, don’t.
Investment principles he repeatedly stressed
Buy stocks is to buy companies — “When I see this sentence, I understand everything. That’s all you need.”
Circle of competence — “Knowing where the boundary of your circle of competence is matters far more than how big it is.”
Don’t easily expand your circle of competence — “Understanding a business often takes many years. Don’t jump in just because you’ve grasped two concepts.”
Look long-term, not short-term — “It’s harder to look three or five years ahead than ten years ahead, and the shorter the horizon, the harder it is.”
How to know you’ve really understood — “You won’t want to ask someone, ‘Do I understand it?’ If you still have doubts, it means you don’t.”
The prerequisite for holding is that you understand — “Most people can’t hold, because they don’t understand.”
Don’t do what you don’t understand — “Doing the right thing means knowing not to do what’s wrong.”
His real-world cases
NetEase: Bought for under $1 in 2002, held long-term, and ultimately returned more than 100x
Apple: Started buying in 2011, earlier than Buffett, and has held a heavy position ever since
Kweichow Moutai: Bought with a heavy position in 2013, never sold a single share, and held it for over 10 years
Judgment standards: The heavy-position stocks he has invested in over a lifetime can be counted on one hand—NetEase, Apple, Kweichow Moutai, and Tencent.
One reminder: Zhang Yongping’s method looks simple, but “simple” and “easy” are two different things. Most people’s problem isn’t that they don’t know these principles—it’s that they can’t do them. Understand first, then practice.
Zhang Yongping’s current holdings: Apple $AAPL , Tencent $TENCENT , Pop Mart $POPMART
Zhao Changpeng Cz entrepreneurship journey:
CZ was born in rural Jiangsu, immigrated to Canada at age 12, and worked at a McDonald’s in Vancouver and at a gas station. He later entered McGill University to study computer science, and subsequently worked in financial technology in Tokyo and New York. By age 25, he was leading a team of about 60 people at Bloomberg, with an annual salary of $390,000.
In 2005, CZ went to Shanghai to found a fintech company, but after running it for 8 years, the equity he held became zero when he left.
After first encountering Bitcoin in 2013, he sold his Shanghai property and invested the funds into Bitcoin. The coin’s price then dropped by about two-thirds, followed by a sideways trend for roughly a year and a half.
In 2017, CZ founded Binance and raised $15 million through ICO financing. The platform token fell 40% on the first day of its listing, but about five months after the company was established, Binance became the crypto exchange with the highest global trading volume.
CZ was born in rural Jiangsu, immigrated to Canada at age 12, and worked at a McDonald’s in Vancouver and at a gas station. He later entered McGill University to study computer science, and subsequently worked in financial technology in Tokyo and New York. By age 25, he was leading a team of about 60 people at Bloomberg, with an annual salary of $390,000.
In 2005, CZ went to Shanghai to found a fintech company, but after running it for 8 years, the equity he held became zero when he left.
After first encountering Bitcoin in 2013, he sold his Shanghai property and invested the funds into Bitcoin. The coin’s price then dropped by about two-thirds, followed by a sideways trend for roughly a year and a half.
In 2017, CZ founded Binance and raised $15 million through ICO financing. The platform token fell 40% on the first day of its listing, but about five months after the company was established, Binance became the crypto exchange with the highest global trading volume.
US stock close: crypto concept stocks broadly rose, $CRCL rose nearly 10%‼️
The mainstream coins pulling back are about time to get on board—$BTC 、$ETH are bullish 🚀🚀
The mainstream coins pulling back are about time to get on board—$BTC 、$ETH are bullish 🚀🚀
Strategy After a two-month gap, increased holdings again last week by 4,603 BTC at an average price of $80,318; $STRC
Bitmine increased its Ethereum holdings by 53,501 last week for the 65th consecutive week;
$BMNR
Bitmine increased its Ethereum holdings by 53,501 last week for the 65th consecutive week;
$BMNR
Historical experience shows that September is often the month when performance is worst, with #美股 . In 2026, an election year, and given the strong early performance of the stock market, seasonal factors may change.
$MINIMAX 直拉20%‼️ 这不比加密刺激❔
欧鹏
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BullishHong Kong stock “model big-tech duo” surged: Zhipu $ZHIPU rose as much as over 8% at one point, while $MINIMAX also briefly climbed more than 5% ‼️
Since Zhipu and MINIMAX listed, the market has effectively treated them as the “model big-tech duo.” However, their intraday fluctuations have already far exceeded the realm of what would be driven by ordinary fundamental factors. From both rising more than 20% in March, to multiple deep drops with single-day declines of over 10% in July and mid-August, and then to today’s gap-up, these intense bidirectional swings look more like a high-beta sentiment-trading outcome rather than a valuation of model capability or commercialization progress.
Since Zhipu and MINIMAX listed, the market has effectively treated them as the “model big-tech duo.” However, their intraday fluctuations have already far exceeded the realm of what would be driven by ordinary fundamental factors. From both rising more than 20% in March, to multiple deep drops with single-day declines of over 10% in July and mid-August, and then to today’s gap-up, these intense bidirectional swings look more like a high-beta sentiment-trading outcome rather than a valuation of model capability or commercialization progress.
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