$SPY bounced hard, wiping out the last 2.5 days of selling. Key resistance at $643 hold needed, followed by $652 then $670. 引用[1]
$SPX closed March down 5.05%, worst month since last March.
📌 X Insight Update[x_fin] (2026/03/26 21:03)
$MSFT: Despite a 30%+ correction from highs due to the “software doomsday” narrative and geopolitical hedging, the fundamental thesis remains intact, making current levels around $370 an attractive entry point. 1
AMD’s market potential is underestimated regarding CPU advantages in AI agents and inference catch-up. While ROCm currently trails CUDA, integration with Claude Code is expected to bridge the gap significantly. 1
📌 X Insight Update[x_fin] (2026/03/18 10:28)
$SOFI CEO Anthony Noto 在空头报告施压期间大举买入，仅单次增持金额即达 50 万美元。此类高管行为多为信心背书，旨在极度恐慌时稳定散户预期，需关注后续法律抗辩进展。 [引用2034052559321600265]
Iran Conflict: The potential assassination of Ali Larijani marks a critical escalation, significantly altering the power structure of the IRGC and national security apparatus [https://x.com/qinbafrank/status/2033834791175655436](https://x.
📌 X Insight Update[x_fin] (2026/03/17 07:26)
NVIDIA ($NVDA) is cementing itself as the foundational operating system for the AI economy, aiming for $1 trillion in revenue by 2027. The shift toward ‘Inference Inflection’ means future dominance relies on low-latency token generation rather than just raw training power.