Notes

JPMorgan, $JPM, has partnered with Coinbase, $COIN.
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$AAPL $JPM - JPMORGAN CHASE IN ADVANCED TALKS TO TAKE OVER APPLE'S CREDIT-CARD PROGRAM, SOURCES SAY -- WS
$AAPL $JPM
"Europe has gone from 90% US GDP to 65% over 10 or 15 years. That's not good. You're losing," Jamie Dimon of JPMorgan, $JPM, has said.
$JPM
JPMorgan, $JPM: markets still bet Trump will scale back tariffs before Aug 1
$JPM
Jamie Dimon of JPMorgan, $JPM, says markets ignoring chance Fed will raise interest rates: ‘Cause for concern'
$JPM
JPMorgan, $JPM, tested Tesla's, $TSLA, robotaxi in Austin for a full day and called it “solid” and “safe.”
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我之前说过 币圈看財报的时代已经到了 这不 交易所已经开始在这方面做布道了 这次 @MyStonks_Org 走在了最前面
$AAPL $MSFT
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$META
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$GOOGL $TSLA
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$JPM $BAC
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$V $PYPL $SOFI
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$AMD $TSM
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$INTC $ASML $COIN
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$ARM
Jamie Dimon of JPMorgan, $JPM, has said: “I hate to use the word ‘TACO trade’ because I think [Trump] did the right thing to chicken out.”
$JPM
随着近期各项法案陆续通过,国际地缘风险解除,美债利率下降,美元指数走弱,美股不断刷新历史新高。币圈也真的按照传统经典牛市重新开始了板块轮动,虽然现在整体还处于从昨晚起的摸顶新高后的第一次较大幅度回调之中,但主流币们才完成了第一轮补涨而已,山寨季大概率也只是刚刚开始。 从上周开始到7月末,都是美股的Q2财报季,在国际形势比较缓和的当下,美股波动成了影响币圈的最大变量。比如上周二7.15贝莱德的财报刚好对应了大饼的历史最高点,那么接下来特斯拉,谷歌,Robinhood,苹果,Coinbase都有可能对美股及币圈产生重大影响,不可不提前做好研究。而且7.30号的Robinhood,7.31号的苹果及Coinbase财报公布还恰巧叠加了7.31美联储决议公布和8.1号关税落地,更显得信息密度极高。 身处币圈的我们没有那么多时间精力,可能主要关注两种类型的公司就够了,一种是AI相关的,一种是币圈直接相关的。因为AI和crypto相关公司财报将直接影响科技股和币圈情绪,这样简化后效率更高且更有效。 AI相关:特斯拉、谷歌、META、微软、苹果 币圈交易相关:Robinhood、Coinbase 参考 @BTCBruce1@MyStonksCN 财报日历做了个表 大胆预测一下后续可能会走的逻辑,仅供参考,DYOR。 1. 宏观拐点确认 + 主流冲高 →(已发生) 2. 科技股财报爆发+AI继续强预期 →(正在发生) 3. 山寨补涨+叙事爆发+NFT/DePIN轮番拉升 →(即将开启) 4. DeFi蓝筹吸血+项目方撤流动性 →(后期才开始) 上周五Coinbase、Robinhood都拉出了高点,本周需要继续密切关注情绪变化,按常理来说这两家业绩表现会比较好,但美股上涨逻辑经常是需要超过预期才行,也就是说利好有可能已经被市场买入而反应在当前股价上了。 一旦Robinhood和Coinbase财报利多但市场不涨反跌,就要谨慎了,尤其是山寨币非常敏感,共识比较脆弱,但凡有风吹草动项目方和做市商跑得比兔子还快。 如果美联储仍强硬不降息口风+美股财报落地无超预期表现,币圈可能迎来一次阶段性调整。尤其是Coinbase作为纯加密标的尤其需要重点关注,财报后的电话会议可能直接影响比特币和以太坊的短线方向。 后续牛市可能就到了第二阶段,操作可能会从快速拉高脱离成本区的简单模式变成宽幅震荡的困难模式。 高风险偏好的人需要管住自己不要过度操作,多项指标共振后再下场且做好风控止损。 低风险偏好的人可以等8.1号关税落地后再进场操作。
$AAPL $MSFT
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$INTC $ASML $COIN
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$HOOD
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$ARM
Mystonks的美股财报全家桶来啦 @MyStonksCN @BTCBruce1 覆盖了科技、金融、芯片、链上标的等多个赛道,清晰明了不用去网上找了~ 不过能看懂财报也是技术活,比如我看完也不知道讲了啥……希望能直接在下面添加个“买不买”投票功能,用群体判断帮助我这种小白不再孤独投资💔 还没注册Mystonks的快来体验丝滑美股交易! https://t.co/HuUBxME17T
$AAPL $MSFT
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$META
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$GOOGL $TSLA
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$JPM $BAC
+16.09%
$V $PYPL $SOFI
+0.61%
$AMD $TSM
-8.8%
$INTC $ASML $COIN
-8.77%
$HOOD
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$ARM
特斯拉的财报估计一般 因为Cybertruck和新款ModelY卖的都soso 但是财报从来都不是特斯拉的重点 特斯拉的核心是“未来” 马斯克总是能把吹过的牛逼实现 总是能把画过的饼给做出来
$AAPL $MSFT
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$META
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$GOOGL $TSLA
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$JPM $BAC
+16.09%
$V $PYPL $SOFI
+0.61%
$AMD $TSM
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$INTC $ASML $COIN
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$HOOD
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$ARM
JPMorgan, $JPM, CEO Jamie Dimon says Federal Reserve’s independence is “absolutely critical”
$JPM
Jamie Dimon of JPMorgan, $JPM: "I think there is complacency in the market.”
$JPM
JPMorgan Chase, $JPM, 'requires workers give 6 months notice' before quitting, per NYP
$JPM
"Jamie Dimon [of JPMorgan, $JPM] says Trump was ‘right to chicken out’ on tariffs but markets are getting too complacent," per FORTUNE.
$JPM
JPMorgan, $JPM, CEO Dimon: I would price in a 40%-50% chance of higher US interest rates
$JPM
JPMorgan, $JPM, now expects a 'wave of new all-time highs,' per CNBC
$JPM
JPMorgan, $JPM, says there’s a 96% chance that the stock market will rise over the next six months, per CNBC
$JPM
JPMorgan's, $JPM, market prediction model says equities look safe for the next 6 months, per CNBC.
$JPM
JPMorgan, $JPM, traders say it’s ‘time to get bulled up again’
$JPM
JPMorgan, $JPM, Dimon says: "I think there's a real chance numbers will deteriorate soon."
$JPM
JPMorgan, $JPM, CEO Jamie Dimon's has said to, "Stop running meetings to impress the boss"
$JPM
JPMorgan Chase, $JPM, partners with Coinbase, $COIN, to launch deposit token for institutional clients
$JPM $COIN
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JUST IN: JPMorgan, $JPM, has reportedly trademarked a stablecoin called ‘JPMD’
$JPM
An attack on Iran could spike oil prices to $120, driving US CPI to 5%, per JPMorgan, $JPM.
$JPM
JPMorgan’s, $JPM, Jamie Dimon has called on US to stockpile bullets, rare earth instead of bitcoin, per NYP
$JPM
Jamie Dimon of JPMorgan, $JPM: "You are going to see a crack in the bond markets. It is going to happen. I am telling you its going to happen, and you're going to panic. I'm not going to panic"
00:03:2
$JPM
“China is an adversary, but what I really worry about is the enemy within. Can we get our own act together, our own values and capabilities. This time is different… we have to get our act together and quickly," JPMorgan, $JPM, Dimon has said.
00:00:52
$JPM
Jamie Dimon of JPMorgan, $JPM, has said he is more worried about America’s ‘enemy within’ than China: ‘We have to get our act together and we have to do it very quickly’
$JPM
"Don't expect the market to go anywhere this summer," JPMorgan, $JPM, has said, per CNBC
$JPM
JPMorgan, $JPM, to start valuing crypto as part of clients' overall net worth, per Bloomberg
$JPM
JUST IN: JPMorgan, $JPM, to allow trading and wealth management clients to use crypto ETFs as collateral for loans.
$JPM
Jamie Dimon of JPMorgan, $JPM, said that the crisis in the bond markets is going to "make you panic."
$JPM
Jamie Dimon of JPMorgan, $JPM, has said that "Trump’s agenda would push U.S. allies toward China," per FORTUNE.
$JPM
Jamie Dimon of JPMorgan, $JPM, has said that "Trump’s agenda would push U.S. allies toward China," per FORTUNE.
$JPM
Jamie Dimon of JPMorgan, $JPM, says US debt is a big problem, and bond market spreads will gap out.
$JPM
"Immigration: what the hell were we doing? The bottom 20% of our population’s wages haven’t gone up for 20 years. They're dying 7 years younger," Jamie Dimon of JPMorgan, $JPM, has said.
00:00:58
$JPM
BREAKING: JPMorgan, $JPM, CEO Dimon has said: you're going to see a crack in the bond market.
$JPM
Jamie Dimon of JPMorgan, $JPM, backs Fed’s ‘wait-and-see’ rate cut strategy, per FORTUNE
$JPM
JPMorgan, $JPM, Dimon: I am not a buyer of credit today.
00:01:11
$JPM
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