Eason Lee

Distinctive gadgets, thoughtful design, and retro tech. Exploring what makes technology useful—and worth remembering.

[Pumpkin 南瓜 @Pumpkin7i]

久违美股这么涨，兄弟们心情一定很不错吧。因为AI 又杀回来了

纳指 +2.26%，创历史收盘新高；
标普 +1.49%；
费半大涨约 +4.3%。

核心就三点：

1. AI/芯片重新成为主线，尤其$AMD 大涨近 10%，市值突破 1 万亿美元

2. 油价大跌，通胀压力缓和

3. 10 年美债收益率回落到 5% 以下，科技股估值压力下降

“油价跌 + 美债松 + AI加速”三重共振。

接下来依旧重点看：
MRVL、CRDO、MU、LRCX 能不能继续跑赢大盘。

如果继续强，说明资金还在沿着：
GPU → 存储 → 高速互联 → 光通信 → 半导体设备

[Pumpkin 南瓜 @Pumpkin7i]

今晚美股又要冲了。

油价跌、收益率回落、科技股盘前偏强。

指数能不能直接新高不好说，
但AI硬件这条线，明显还没走完。
今晚继续盯：MU、SNDK、CRDO、MRVL。

$MU $CRDO $MRVL

[Pumpkin 南瓜 @Pumpkin7i]

Nomura looked at China’s economy. Focus was August inflation.
CPI — that’s the consumer price index, the official cost-of-living number — went to 0.8%.
Is 0.8% high? Not really. China’s target is around 2%. So 0.8% is still low. It just rose from 0.5% in July.
And that 0.8% was not people spending more. It was oil and gold.
Food is still weak. Core inflation is only about 1%.
Loan rates didn’t move. Still 3% and 3.5%.

[Eason Lee @MacroE8848]

@ZelenskyyUa About time.

[Eason Lee @MacroE8848]

@Pumpkin7i 真的很夸张，到处是火光

[Eason Lee @MacroE8848]

@Pumpkin7i 很准

[Eason Lee @MacroE8848]

@Pumpkin7i @Raphinha_11b @FabrizioRomano 看了比赛确实很轻松拿下

[Eason Lee @MacroE8848]

@Pumpkin7i 必须苹果，系统好用

[Eason Lee @MacroE8848]

@Pumpkin7i 不担心被抢劫吗，现在治安也是好了

[Eason Lee @MacroE8848]

@Pumpkin7i 容易得病

[Eason Lee @MacroE8848]

@Pumpkin7i Thanks

[Eason Lee @MacroE8848]

@Pumpkin7i Random bystander here — the bone structure's actually there. The gravitas isn't yet, but that's the job.

[Eason Lee @MacroE8848]

@Pumpkin7i The market isn’t celebrating the rate hike. It’s celebrating the fact that things weren’t worse than expected.

[Eason Lee @MacroE8848]

@Pumpkin7i 确实。巴萨真正让人喜欢的，从来不只是成绩，而是那种“我们就要这么踢”的坚持。成绩有起伏，但足球的味道不能丢

[Eason Lee @MacroE8848]

@Pumpkin7i 梅西也不错

[Eason Lee @MacroE8848]

@Pumpkin7i 这么好的文，为啥不给流量呢

[Eason Lee @MacroE8848]

@Pumpkin7i 我就对钱没概念，总觉得自己挣的少

[Eason Lee @MacroE8848]

@Pumpkin7i 体会不到美好

[Eason Lee @MacroE8848]

@Pumpkin7i 👍

[Eason Lee @MacroE8848]

@Pumpkin7i 总结很好