📌 X Insight Update[x_fin] (2026/04/06 21:11)

  • $ASML 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。 1
  • 三星电子 已为 P5 工厂订购约 20 台 EUV 设备,首批洁净室将于明年完工。 2
April 7, 2026 · 174 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/01 05:04)

  • $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.
April 1, 2026 · 385 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/26 01:25)

  • Market Technicals: The indices are currently underperforming, trading below the 200-day SMA and the declining 9-day EMA. Impatience at these levels is the fastest route to capital loss. 1
March 26, 2026 · 260 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/20 22:41)

  • Capital Rotation: Money is actively rotating out of low-volatility stocks into High Beta names, challenging the narrative of a looming systemic collapse 1.
March 20, 2026 · 259 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/18 14:40)

  • $AMZN: 市场对 AWS 专有硅片需求存在低估。Trainium 3 芯片在 3Q26 前预计将全面售罄,AWS 2H26 的利润率或被严重低估 引用[7]
  • $ARM: 3 月 24 日的“Everywhere Event”可能是关键催化剂,预计将发布首款内部设计的 DC 芯片。若成行,长期收益预期将上调 +30% [引用[12]](https://x.
March 18, 2026 · 89 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/14 22:57)

  • Marko (BCA chief strategist) proposes a mathematical equation to estimate the duration of the US-Iran conflict: (Iran’s pain tolerance) - (US punitive air campaign intensity). 引用[1]
March 15, 2026 · 633 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/14 14:04)

  • Oil priced in gold suggests undervaluation, signaling a new era of structurally higher natural resource prices 引用[2].
March 14, 2026 · 442 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/12 21:37)

  • Individual investor bearish sentiment has spiked for four consecutive weeks, indicating a significant shift in market psychology. 1
March 12, 2026 · 418 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/12 05:33)

  • $SPX is on track for its weakest month in 12 months, down -1.66% MTD, though this is seen as “barely a dent.” 1
  • Feeling a bit “degen” (aggressive/risky) on the long side for $PATH earnings today. [2](https://x.
March 12, 2026 · 420 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/11 01:56)

  • Micron Technology valuation: $350 implies a 10x forward PE; $385 implies 11x. This is cheap for a semiconductor pure-play 1.
March 11, 2026 · 306 words · NewsRadar