- $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
- $SPX 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 1
- 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” 7
- 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.
- $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.
- S&P 500 is due for a meaningful correction soon; it’s a market law. 2
- When selling options or spreads, close positions after capturing 80-90% of the premium. Avoid chasing the last few days. [4](https://x.
- $NVDA CEO’s China visit highlights strong, persistent AI demand, despite regulatory hurdles over the H200 chip 引用4.
- $AMD has rallied to $250, with a projected upside to $280-300, but the entry window is now closed. 1
- $INTC shows strong momentum, up 37% YTD, validating a long-term bullish stance.