trevs😿

研报读了三万字，进场依然接掉落的飞刀

[trevs😿 @_Viana0]

@msxcom This pull-back is just institutional profit taking before the inflation verdict!

[trevs😿 @_Viana0]

@MSX_CN 今晚CPI数据要是爆冷降息直接稳了！

[麦通MSX @MSX_CN]

🟢 2026.08.12｜MSX 美股日报 🔎

纳指刚收跌 0.6%，AI 基建却在盘后接连报喜。

$CRWV.M 盘后涨超 15%， $SMCI.M 涨超 7%。
$LITE.M 营收同比增长 109%，光通信继续验证 AI 基建需求。

今晚 8:30 ET，7 月 CPI 登场。
昨晚 AI 基建已经有了三份惊喜，今晚的 CPI 能不能再来一份？

完整日报已放评论区👇

#AI

[trevs😿 @_Viana0]

@msxcom Supermicro, Lumentum, and CoreWeave reporting back to back will show whether AI hardware orders are actually translating into real net revenue 🤡

[MSX @msxcom]

WTI broke above $82 just as technology stocks were regaining momentum.

The 10-year Treasury returned to 4.70%; the Nasdaq slipped 0.32%, and the semiconductor index fell about 1.9%.

Tonight, $LITE.M , $SMCI.M and $CRWV.M report. Across optical networking, AI servers and GPU clouds, their results will offer a fresh reading on the strength of AI infrastructure demand.

Full report in the replies.

#AI

[trevs😿 @_Viana0]

@MSX_CN 这波更新算利好不

[麦通MSX @MSX_CN]

【行情服务维护公告】

MSX 将于8月9日08:00（UTC+8）升级行情服务，预计持续1至2小时。

维护期间，交易相关功能可能暂时不可用，K线展示可能出现短暂异常。请提前做好持仓、订单及风险管理安排。

🔗 具体影响及完整说明见评论区公告

[trevs😿 @_Viana0]

@MSX_CN 一起等补偿方案呗

[trevs😿 @_Viana0]

我亏的钱我也急，但乱传谣言对解决问题一点帮助都没有@MSX_CN啥时候出解决方案呢

[trevs😿 @_Viana0]

@MSX_CN 7月挤完泡沫，现在买的是真的，别乱抄底!

[麦通MSX @MSX_CN]

https://t.co/8x4V0ltXwN

[trevs😿 @_Viana0]

每次财报季遇到非农周，盘面就跟神经病一样。前一天因为业绩大涨，后一天因为就业数据不好直接砸穿。这哪是炒股啊，这分明是在坐没有安全带的过山车!

[trevs😿 @_Viana0]

@msxcom $AMD is about to flex massive datacenter revenue. Snagging shares before Tuesday!

[MSX @msxcom]

With the 10-year near 4.75%, a 1.6% weekly Nasdaq gain was hardly obvious.

Azure grew 43%; AWS revenue rose 37%.

Can cloud momentum reach chips, networks and storage? $AMD.M , $ANET.M and $SNDK.M report this week. July payrolls arrive Friday.

Full report in the reply.

#AI

[trevs😿 @_Viana0]

存储板块最近的波动太残忍了，昨晚不少人在低位买入美光（MU）。

大家普遍认为虽然存储很难立刻创出历史新高，但短期暴跌砸出了博弈空间。面对地缘和宏观的交织，高倍数杠杆最容易爆仓，现货分批做波段可能是相对理性的思路。

[trevs😿 @_Viana0]

@MSX_CN 这波回调纯粹是给多头送人头！

[trevs😿 @_Viana0]

@MSX_CN 算力硬件和存储全包了

[trevs😿 @_Viana0]

@msxcom Your team is working so hard to make everything perfect for us

[MSX @msxcom]

📢 MSX Token Update

To ensure a smooth trading experience, the launch has been rescheduled from July 30 to August 6.

Ecosystem integration and pre-launch checks will continue during the extra week. Trading fee offsets will be supported from launch.

Thank you for your patience.

[trevs😿 @_Viana0]

@msxcom Up 107% and still loading more 🚀!