不夜天

匿名冲浪

[不夜天 @holliashpole]

@MSX_CN 7年时间，换谁都憋坏了

[不夜天 @holliashpole]

@MSX_CN 我先搬板凳看戏🍿

[MSX @msxcom]

Three bank tokens are live on MSX: $GS , $MS and $WFC , spot and contract.

$GS : ROE 23.5%, EPS $20.98. Twenty-four analysts looked and said "meh."
Hold, target $1,055.09.

$MS : investment banking revenue +58%, plus $148.1B of fresh wealth money.
Firing on both cylinders. Moderate Buy, target $219.43.

$WFC : average loans +12%, and the asset cap is off. Out of the penalty box.
Moderate Buy, target $99.47.

$GS and $WFC reported Q3 on Oct 12; $MS goes before the open on Oct 13.
Both live since Oct 12 (UTC+8).

#USStocks

[MSX @msxcom]

The AI trade split: hardware sagged, the apps had other plans.

$MU -3.9%. $SHOP +4.89%. $META +3.38%.

Brent pushed to $106.65.

Wednesday: September CPI and $ASML earnings. Can orders give hardware a second wind?

Full report in the replies 👇

#AI

[不夜天 @holliashpole]

@MSX_CN 刚想补芯片，手又缩回去了

[不夜天 @holliashpole]

@MSX_CN 涨跌都难猜啊

[麦通MSX @MSX_CN]

🎯 MSX社区 · 财报周竞猜｜猜收盘价，赢好书！

10.13–10.16 财报周竞猜正式开启！
JPM、GS、WFC、UNH、JNJ 今日率先登场，你更看好哪只股票的财报表现？

📈 预测收盘价，分享交易思路，就有机会赢取《见证逆潮：全球资产逻辑大变局的思考》！

🔥 MSX 华语社区正在开启竞猜，快来加入讨论！
👉 https://t.co/LDfHXwbAMH

#MSX #美股 #财报季 #价格竞猜 #社区有奖活动

[MSX @msxcom]

We were watching AI order books. Now we're worrying about the server rooms.

Iran warns it could target AI facilities in the region if the war escalates.

Today's M-Masterclass: how do you price that kind of risk into the AI trade?

#AI

[不夜天 @holliashpole]

@msxcom The data center: What the hell did I do to deserve this

[不夜天 @holliashpole]

@msxcom I’m keeping my head down this week

[不夜天 @holliashpole]

@MSX_CN 机房：我招谁惹谁了

[麦通MSX @MSX_CN]

2026年10月12日｜麦麦课堂

🤔 这年头，竟然连算力的地基，也被点了名。
伊朗警告：战事若升级，可能打击区域内的 AI 设施。

📊 本来等着看 AI 订单，结果先操心起机房的安全。

🎬 今天的麦麦课堂，咱们聊聊这道新考题。
这次点名，麦友们怎么看？评论区聊聊～

#AI

[麦通MSX @MSX_CN]

📅 本周美股关键日程，提前看~

🔥 银行财报开场，CPI、PPI 连着来。
$ASML 和 $TSM 也来报数，这周连等消息都得排班。

👀 这周你更盼通胀降温，还是 $TSM 财报报喜？

#美股

[不夜天 @holliashpole]

@MSX_CN PPI还在后面补刀，服了

[不夜天 @holliashpole]

今年一个挺明显的变化：越来越多人不是打开新闻网站看新闻，而是在短视频和社交平台“顺便刷到”。
方便是真方便，但问题也来了——标题只看半句、视频只有30秒，情绪先到，背景还堵在路上。
我们知道得更多，真的等于更懂了吗？
#麦通MSX #信息时代 #社交媒体

[不夜天 @holliashpole]

从AI改成SI，马斯克这是连名字都要再往前冲一步。SpaceXAI如今更名为SpaceX Super Intelligence，明显想把“超级智能”概念直接写在招牌上。技术能不能跟上名字先不说，这波品牌气势确实先拉满了。#SpaceXSI #马斯克 #人工智能 #麦通MSX

[不夜天 @holliashpole]

@msxcom That gap is honestly kinda hard not to laugh at lol

[MSX @msxcom]

$NVDA brought the bigger gains. $AMD brought the VIP pricing.

5-year total return: +1,032% vs. +507%.
Market cap / TTM free cash flow: 45.2x vs. 126.2x.

Can AMD's growth justify that cover charge?

#AI

[MSX @msxcom]

https://t.co/A0mH8cl2jC

[不夜天 @holliashpole]

@msxcom UNH better not pull any weird shit this time