https://www.bullsignal.net/en/tags/ccj/ Recent content in CCJ on X Bull Signals | Global Insight Hugo -- 0.154.5 en Tue, 07 Apr 2026 02:50:17 +0000 https://www.bullsignal.net/en/posts/20260407_025017/ Tue, 07 Apr 2026 02:50:17 +0000 https://www.bullsignal.net/en/posts/20260407_025017/ <ul> <li><strong>$ASML</strong> 的 EUV 光刻机正在成为三大存储芯片巨头扩产竞赛中的争夺焦点。我从去年十月就开始呼吁 DRAM 将面临严重供给短缺，这个逻辑正在逐步兑现。 <a href="https://x.com/jukan05/status/2041076972177285495">1</a></li> <li><strong>三星电子</strong> 已为 P5 工厂订购约 20 台 EUV 设备，首批洁净室将于明年完工。 <a href="https://x.com/jukan05/status/2041076290711847131">2</a></li> </ul> https://www.bullsignal.net/en/posts/20260406_025521/ Mon, 06 Apr 2026 02:55:21 +0000 https://www.bullsignal.net/en/posts/20260406_025521/ <ul> <li><strong>$SPX</strong> 从峰值回撤接近-10%门槛，类似关税崩盘时的5%死猫跳/买入机会 <a href="https://x.com/Mr_Derivatives/status/2040743102458233150">1</a></li> <li>美股期货9小时后开盘，而这三天是伊朗开战以来最动荡的周末之一。特朗普威胁“降下地狱”，宣布周二为“发电厂和桥梁日” <a href="https://x.com/KobeissiLetter/status/2040776475557679157">7</a></li> <li>特朗普的Truth Social帖子前所未有，连Grok都以为是伪造的。本周注定不平静 [14](https://x.</li> </ul> https://www.bullsignal.net/en/posts/20260302_050836/ Mon, 02 Mar 2026 05:08:36 +0000 https://www.bullsignal.net/en/posts/20260302_050836/ <ul> <li>The geopolitical landscape fundamentally shifted in <strong>2026</strong>, marked by coordinated strikes on Iran and the capture of Venezuela&rsquo;s Maduro. <strong>Anthropic</strong> and other AI platforms were critical, highlighting the Pentagon&rsquo;s rapid integration of frontier AI models [1](https://x.</li> </ul>