#比特币跌破8.3万美元 U.S.-Iran Talks Break Down, Oil Prices Skyrocket, Gold and BTC Collapse! Semiconductors Are Hiding a Big Move?
Today pre-market sentiment is chaotic, but the logic is solid. The negotiations between the U.S. and Iran have completely stalled, and oil prices are pushed sharply higher—WTI crude futures are up more than 4%, approaching $96. When oil rises, gold and Bitcoin fall hard: spot gold is down nearly 3%, and BTC has dropped below $83,000. Money is flowing toward safe-havens and energy.
In tech stocks, it’s fire on one side and ice on the other. Storage and optical communications are hit the hardest in the pre-market. SK Hynix and SanDisk are down over 3%, and Corning is down more than 3%. Behind this is concern triggered by SK Hynix’s plan to split and list its subsidiary, plus U.S. Treasury yields jumping above 5.1% and weighing on valuations. But China concept stocks are surprisingly resilient—NetEase is up 4%, and Li Auto and XPeng are rebounding as well. Investors are looking for a shelter.
The key point: tonight, watch for SpaceX’s 14th Starship test flight. If it succeeds, the narrative of expansion in commercial space and AI computing power can retake control of the market. Right now, the shorts are smashing chips—more like they’re waiting for an excuse to launch a counterattack.
On trading: this is a window for defense and counterplay. High oil prices are compressing valuations, but the industry trend for AI computing power hasn’t changed. Don’t chase high oil and gas. Wait patiently for the semiconductors’ panic selling to show up—Starship’s launch is the best catalyst.
Follow me—I'll walk you through the main contradictions in the pre-market.$BTC $CL $SOXL #黄金跌至4144美元 #比特币现货ETF周净流入23.9亿美元
Today pre-market sentiment is chaotic, but the logic is solid. The negotiations between the U.S. and Iran have completely stalled, and oil prices are pushed sharply higher—WTI crude futures are up more than 4%, approaching $96. When oil rises, gold and Bitcoin fall hard: spot gold is down nearly 3%, and BTC has dropped below $83,000. Money is flowing toward safe-havens and energy.
In tech stocks, it’s fire on one side and ice on the other. Storage and optical communications are hit the hardest in the pre-market. SK Hynix and SanDisk are down over 3%, and Corning is down more than 3%. Behind this is concern triggered by SK Hynix’s plan to split and list its subsidiary, plus U.S. Treasury yields jumping above 5.1% and weighing on valuations. But China concept stocks are surprisingly resilient—NetEase is up 4%, and Li Auto and XPeng are rebounding as well. Investors are looking for a shelter.
The key point: tonight, watch for SpaceX’s 14th Starship test flight. If it succeeds, the narrative of expansion in commercial space and AI computing power can retake control of the market. Right now, the shorts are smashing chips—more like they’re waiting for an excuse to launch a counterattack.
On trading: this is a window for defense and counterplay. High oil prices are compressing valuations, but the industry trend for AI computing power hasn’t changed. Don’t chase high oil and gas. Wait patiently for the semiconductors’ panic selling to show up—Starship’s launch is the best catalyst.
Follow me—I'll walk you through the main contradictions in the pre-market.$BTC $CL $SOXL #黄金跌至4144美元 #比特币现货ETF周净流入23.9亿美元
