Eva on Markets @EvaOnMarkets
Independent retail trader | US equities, macro & AI. Exploring market cycles, price action and systematic trading. Sharing my journey. NFA. Joined December 2024-
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QQQ remains below its 50-day EMA, keeping my medium-term outlook bearish. No rush to buy. I'd rather wait for the market to show its direction. For now, I'm focusing on consumer and dividend stocks while keeping some cash on the sidelines.
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今天参加了一个书店活动。 创始人分享从打工到自己开公司的路，以及如何用AI做更多事。他说：人生暴爽公式=十年猛干基建+终身自主选择权。 另一位嘉宾说得很直白：想创业，先问问自己是否十分渴望赚钱；否则打工也很舒服，有人舒服地给你发钱。
业界传出三大巨头已支付超新台币1000亿订金，预订高端载板习期产能。 涉及厂商：欣兴、景硕、南电，三家今年资本开支合计约1612亿新台币创纪录。 订金拆分为分析师估算：英特尔约30亿美元、AMD约10亿、英伟达约10亿或更多，合计约50亿美元。
TSLA的财报显示 EPS和FCF 自由现金流都超过预期，FSD在北美新车交付附着率超75%，活跃订阅约174万。
每天清晨，草原上的羚羊醒来，知道自己必须跑得比狮子快，否则就会被猎杀。狮子醒来，知道自己必须跑得比羚羊快，否则就会饿死。无论你是羚羊还是狮子，每天早上醒来，你最好就开始奔跑。
百龙创园，我继续等等，看看能不能站稳20.862，如果站上了，我应该会买一点看看情况
META：今日盘后财报。市场对AI开支回报与广告/用户增长高度敏感，隐含波动较大。TSLA同日发布，叠加SpaceX相关叙事，短期波动风险高。我自己继续等等
美股AI与芯片反弹，但市场并未全面转好。** 10月19日纳指涨1.1%、费半约涨1.61%，显示上周五急跌之后有人重新承接芯片股；但标普仅涨0.4%，道指微跌，CoreWeave盘中大涨后收跌0.4%。因此，这更像一次分化明显的价格修复，不足以证明AI基建融资疑虑消失
回去看了一下，就几天他居然跌到了67.1，果然还是要去正规市场玩才行 后面继续放弃港A
港股景旺最后一手今天卖掉了，一早上港股异动，大涨4%，集合竞价的时候没有卖掉，没想到一点都走得不稳 ，还是卖事实买预期套路，81卖掉了也还行
中际旭创与MU/SOXX相关存储链。中际旭创基本面与股价背离明显，光模块龙头持续承压后关注是否出现企稳或资金回流；存储板块（MU、WDC、SOXX）受韩国市场及CXMT竞争担忧拖累，但HBM供需紧张与AI资本开支仍是中长期支撑，短期波动大。 破位得严重，再看看
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