华尔街不相信眼泪

被美股伤过一百遍依旧热爱美股

[华尔街不相信眼泪 @sito_pardo]

异地的美好

[华尔街不相信眼泪 @sito_pardo]

@msxcom That EPS beat is massive. Either operating leverage kicked in hard or they cooked the books. Hope it's the former.

[MSX @msxcom]

Amazon’s Q3 outlook fell short. AWS told a different story.

Revenue and key businesses beat estimates.
AWS grew 37%—its fastest pace in 18 quarters.
$AMZN.M rose nearly 9% after hours.

With AWS back in stride, is Amazon beginning to see a return on its AI spending?

#USStocks

[华尔街不相信眼泪 @sito_pardo]

@msxcom Is Alpha still the core choice in AI industry chain.

[MSX @msxcom]

$GOOG.M takes the top spot in Dan Bin’s latest AI portfolio at 21%.

Even $INTC.M ranks ahead of Nvidia. Together, SanDisk, Micron and SK Hynix make up nearly 25%.

His conviction in the AI bull market remains intact. Is one of your favorites on his list?

#AI

[华尔街不相信眼泪 @sito_pardo]

@msxcom This token has real daily utilty.

[华尔街不相信眼泪 @sito_pardo]

@MSX_CN 历史在漂亮，填补不了我的账户亏损哎😭

[麦通MSX @MSX_CN]

📈 65年的牛熊更替，把美股的韧性写得很清楚：
标普500有83%的时间，都在牛市里！

⏱️ 牛市平均持续时间，是熊市的4倍以上。
时间，往往比眼前的涨跌更有力量。

⏳ 2022年10月至今，本轮牛市已上涨107%。
行情不会天天顺心，可市场奖励耐心的人。

📖 这一轮，还没写完~

#美股

[华尔街不相信眼泪 @sito_pardo]

一张图看懂谷歌AI谁能挣钱，新手股民别瞎选股！

[华尔街不相信眼泪 @sito_pardo]

@MSX_CN 准备先观望几天，等行情平稳了再考虑入手。

[麦通MSX @MSX_CN]

🟢 2026.07.29｜MSX 美股日报 🔎

费半重挫 4.5%， $MU.M 大跌 8.9%。
芯片股这一晚，确实跌得有点疼。

好在，大盘稳住了：
道指涨 1.03%，标普 500 涨 0.21%。

$SKHY.M 直接把纪录推到新高：营收同比增长 257%，营业利润暴增 557%；
$STX.M 也交出 49% 的营收增速，下季度指引继续高于预期。

短期波动难免，
HBM 和云端存储需求，依然很旺。

完整日报已放评论区👇

#半导体

[华尔街不相信眼泪 @sito_pardo]

@msxcom CIFR backed by Google credit support must watch

[华尔街不相信眼泪 @sito_pardo]

@msxcom Down 215% on the Nasdaq and tech getting hammered across the board. Is this just a healthycorrection or the start of a broader macro reversal? PMl will tell the tale.

[华尔街不相信眼泪 @sito_pardo]

@MSX_CN 跌吧跌吧，跌透了好上车，$GOOGLM跌7.2%已经开始有性价比了。不过油价破百确实头疼

[华尔街不相信眼泪 @sito_pardo]

很有启示意义

[NASA Universe @NASAUniverse]

Ever wondered how an idea becomes a spacecraft? Well first, we gotta scope it out! 🎶

Learn more about how telescopes work here: https://t.co/JMysOtpIxV

[NASA Universe @NASAUniverse]

Ever wondered how an idea becomes a spacecraft? Well first, we gotta scope it out! 🎶

Learn more about how telescopes work here: https://t.co/JMysOtpIxV

[Antonio pardonene @pardonene]

Buena mañana de pesca con un muy buen entrenador @sito_pardo

[华尔街不相信眼泪 @sito_pardo]

tras unos meses inactivo n tweeter ste va dedicado para l gran @josmarquez7 al cual se l hexa n falta tal dia como hoy

[华尔街不相信眼泪 @sito_pardo]

hasta los cojones d studiar m espera un apasionant tarde deportiva sin moverm dl sofa tenis-f1-baloncesto