Xiao Hua

坚持做一个长期高认知，短期能看透人性的投资人。
公开账户目标：$3000到$20M

[Xiao Hua @XiaoHua_Inv]

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[南宫远 @nangongyuan]

当路边擦皮鞋的儿童都开始谈论股票、购买股票，那就是非常危险的信号.
让我想起了2019年理发店的理发师推荐区块链3.0 EOS

[Xiao Hua @XiaoHua_Inv]

😂

[Xiao Hua @XiaoHua_Inv]

人性真是奇怪 14倍PE的谷歌不买 46倍PE的沃尔玛还有人追涨 AI有没有泡沫我不评论 超市泡沫我看不小

[Xiao Hua @XiaoHua_Inv]

紧急更新：美股暴跌 是不是彻底崩盘了？
https://t.co/KStNEVmAgA

[Xiao Hua @XiaoHua_Inv]

（3/3）关注热门股NVDA，观察云厂商是否维持资本开支，项目延期会压低芯片需求预期。相对少受关注的GEV可用来检验抛售是否蔓延至供电设备，重点看订单兑现，风险是数据中心项目推迟。下一交易日美东8:30公布非农，重点看工资增速和失业率能否改变利率预期。

[Xiao Hua @XiaoHua_Inv]

2026/11/5
标普跌3.99%至7382，纳指跌5.17%，道指跌3.08%，悉数回吐选后涨幅。芯片与数据中心领跌，早盘多数个股上涨的局面很快逆转。市场在重新评估AI基建的审批风险与投资回报。标普失守昨日观察位7600，短线看7300整数支撑和7500整数阻力。跌破7300意味着抛压延续，放量收复7500才有助于确认企稳。

[Xiao Hua @XiaoHua_Inv]

（2/3）布油反弹3.9%至98.29美元，十年期美债收益率却降至4.83%，显示避险买盘可能盖过油价带来的通胀压力。VIX盘中冲至28.09，期权隐含波动率明显抬升。成交量、��构仓位和净流向尚未核实。初请失业金18.9万，低于预期的19.6万，劳动力市场尚未给出明显转弱信号。

[Xiao Hua @XiaoHua_Inv]

😂

[James Chanos @RealJimChanos]

I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.

[Xiao Hua @XiaoHua_Inv]

聊聊为什么聪明钱在抄底$HSBC
https://t.co/SaBNkMCoDz
#HSBC

[Xiao Hua @XiaoHua_Inv]

@grok summarize video

[Xiao Hua @XiaoHua_Inv]

关于$HSBC的财报分析：
https://t.co/SaBNkMCoDz

[Xiao Hua @XiaoHua_Inv]

#HSBC #美股

[Xiao Hua @XiaoHua_Inv]

财报出来，汇丰股价当天跌了约6%。根据财报，似乎汇丰已经在放缓，但看完这份财报，我反而认为我似乎应该在多买一点。

https://t.co/SaBNkMCoDz

[Xiao Hua @XiaoHua_Inv]

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[James E. Thorne @DrJStrategy]

My thesis

Yield curve normalizes

US 10 yr yield heading to 4%

Wall St is positioned for the wrong future.

[Xiao Hua @XiaoHua_Inv]

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[Lisa Abramowicz @lisaabramowicz1]

"Over the last two weeks we have seen episodes of sharp selloffs in tech stocks and the dollar at the same time. We have been arguing for a while that the risk-off properties of the dollar cannot be taken for granted in the event of an AI-driven correction in the market:" DB's George Saravelos

[Xiao Hua @XiaoHua_Inv]

$NBIS $CRWV 我很早就说了 要割一波

[Wall St Engine @wallstengine]

AI data center tenants are now demanding penalties of more than $5 million per day if developers fail to deliver power and facilities on time, up from around $1 million earlier this year, according to The Information.

[Xiao Hua @XiaoHua_Inv]

Time to load up HSBC shares!

[Bloomberg @business]

HSBC said it would buy back shares worth $1 billion as it reported third-quarter earnings that fell short of estimates. https://t.co/Cl0giqF3jz

[Xiao Hua @XiaoHua_Inv]

@chakmillion 你这说的是人话吗 你看看中国美国英国新加坡日本等等 都比5%高太多

[Macro Charts @MacroCharts]

A lot of people are going to be spectacularly right, or dead wrong.