上钟了上钟了 赚钱买美股了🙂 对不起搞错重点了 上不上钟 你别管我🙃🙃🙃🙃 主要这个可以直接充U买美股是真牛啊！ 对我这种只会玩币不知道怎么买股票的人简直太友好了 这几个巨头不用说了 $AAPL、$MSFT、$GOOGL、$TSLA 还有支付系统 $V、$PYPL 芯片制造 $AMD $TSM $INTC $ASML 链上标的 $COIN $HOOD $ARM 等 全！都！可以！买！ 我选了四个 1️⃣ $MSFT OpenAI整合最深入 Copilot商业化进展领先 Azure增长稳定 AI数据中心大爆发受益者 云+AI双主线，现金流极强 2️⃣ $V 不用说 哪里都要用的Visa 现金流机器 抗风险最强 全球支付复苏中 跨境交易复苏 与加密支付有合作潜力（未来DePIN、CBDC等） 3️⃣ $TSM AI芯片代工主力 绑定$AAPL、$NVDA、$AMD等客户 3nm+先进封装为中期爆发点 4️⃣ $Coin 受益于美加密ETF合规大趋势 Q2交易量回暖 Custody、Base链生态正在扩张 浅尝一下 研究研究怎么玩嘿嘿嘿 其实市值小不那么出名的大公司我感觉整体机会更大 有什么推荐值得购买的嘛？给我推推 让我上个钟 啊tui 不是 让我再赚点钱钱继续来投 传送门：https://t.co/WmxQcKaFoc @MyStonksCN @BTCBruce1

$MSFT - *MICROSOFT ACCUSES CHINESE HACKERS OF EXPLOITING SHAREPOINT

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

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 的 @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。

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

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

*HACKERS ATTACKED GOVT AGENCIES, BUSINESSES IN RECENT DAYS: WAPO *HACKERS EXPLOITED FLAW IN MICROSOFT SERVER SOFTWARE: WAPO $MSFT

学无止境

$10,000 invested 10 years ago today: • Bitcoin $BTC: $4,230,000 • Microsoft $MSFT: $108,700 • Nvidia $NVDA: $3,500,700 • Google $GOOGL: $53,400 • Apple $AAPL: $64,000 • Tesla $TSLA: $175,000

$ASPI 真不简单，看了一下这个老外说的硅-28跟量子计算有什么关系，有没有懂这方面的老板. 粗查了一下ai. 硅-28因其核自旋为零的特性，成为实现长相干时间固态量子比特的理想材料，尤其适合推动可扩展的、与半导体技术兼容的量子计算。目前，英特尔、UNSW、QuTech等机构均在积极研发硅基量子处理器，硅-28可能是未来实用化量子计算机的重要候选之一.

$AGENT OPENAI 推出可创建幻灯片和电子表格的 CHATGPT 代理 8NV7TZaTeSe511vuCGN1sL8BZgvXGe8LBGnBuz8QrQjw

$MSFT 510c 8/15 @ 5.16 -> 13.95

Microsoft, $MSFT, CEO Nadella has said: The real benchmark for AI progress is whether it makes a real difference in people’s lives — in healthcare, education, and productivity.

Wells Fargo, $WFC, said Microsoft, $MSFT, AI business could reach $100 billion in revenue

Microsoft, $MSFT, has requested 6,327 H-1B visas, mostly from India, in Washington, per Amanda Goodall. That same month, it laid off 2,300 workers in the state.

BREAKING: Microsoft, $MSFT, to lay off 9,000 workers

Wedbush’s Dan Ives: Tech stocks could rise another 10%+ in H2, driven by accelerating AI demand. He sees a $2T AI spend over 3 years fueling growth, calling this the “4th Industrial Revolution.” Top picks: $NVDA, $META, $MSFT, $PLTR, $TSLA.

BREAKING: Microsoft, $MSFT, has built an artificial intelligence-powered medical tool it claims is four times more successful than human doctors at diagnosing complex ailments

Microsoft, $MSFT, CEO Satya Nadella said that "Microsoft makes money every time you use ChatGPT."

超级智能 Super Intelligence/ AGI Mags7 看AI 赛道，Magnificent 7 巨头里，大部分我遇到的基金经理，都看好英伟达（GPU是没法绕过去的议题）、谷歌、和特斯拉。 以五年周期看，大部分首选特斯拉、然后谷歌和英伟达。苹果和亚马逊落队了，苹果（没任何AI真正的投入、进度）更像一只现金牛。Meta 也是走现金牛路线，但强于苹果。 特斯拉现在是处于transitional period 过渡期。微软也会表现不错。 而大家更认同的是AGI 太远，super intelligence 更近。 特斯拉的擎天柱机器人、无人驾驶、xAI、推特，联合的协同效应会是巨大的。 你心中的Mags 7 排名呢？！ $TSLA $AAPL $MSFT $NVDA $AMZN $META $GOOGL

AI won’t cure ‘the infinite workday’ unless companies reengineer work, Microsoft, $MSFT, has said.

Say you wanted to follow the finances of any company? On Unusual Whales, you can. Get up to dates fundamentals, earnings, and so so much more. See $MSFT:

Say you wanted to know the risk of any given stock? For example $MSFT. You could see it versus $SPY, the historical beta, sharpe ratio, P/L distribution, and much more on Unusual Whales. Join here:

Microsoft, $MSFT, is planning thousands more job cuts aimed at salespeople, per Reuters.

$MSFT - OPENAI STARTS SELLING CHATGPT AT A DISCOUNT, HURTING MICROSOFT - THE INFORMATION

Say you wanted to know the risk of any given stock? For example $MSFT. You could see it versus $SPY, the historical beta, sharpe ratio, P/L distribution, and much more on Unusual Whales. Join here:

Say you wanted to follow the finances of any company? On Unusual Whales, you can. Get up to dates fundamentals, earnings, and so so much more. See $MSFT:

Starbucks, $SBUX, is to roll out Microsoft, $MSFT, Azure OpenAI assistant, per CNBC

#Microsoft $MSFT 1w On track

$MSFT - MICROSOFT SHARES HIT ALL-TIME HIGH OF $470.61, LAST UP 0.62%

📈 科技股普涨，市场聚焦本周五非农就业数据（NFP） 精选个股表现： 🟩 $NVDA +1.62% 🧠 $MSFT +0.35% 🍏 $AAPL +0.42% 📦 $AMZN +0.80% 🚘 $TSLA -1.09% 📊 NFP数据临近，市场情绪升温。 这些美股代币现已可在 #MyStonks #美股代币

JUST IN 🚨: Nvidia $NVDA becomes the world's most valuable company at $3.444 Trillion, surpassing Microsoft $MSFT

Microsoft, $MSFT, has cut hundreds more jobs just weeks after its largest layoff in years, per Bloomberg

How are the 'Magnificent 7' Tech Stocks doing so far this year? 🟢 Meta $META Is Up +10.6% 🟢 Microsoft $MSFT Is Up +9.2% 🟢 Nvidia $NVDA Is Up +0.6% 🔴 Amazon $AMZN Is Down -6.5% 🔴 Alphabet $GOOGL Is Down -9.3% 🔴 Tesla $TSLA Is Down -14.2% 🔴 Apple $AAPL Is Down -19.8%

Microsoft, $MSFT, has raised prices of Xbox consoles and accessories, due to "market conditions."

Bill Gates of Microsoft, $MSFT, owns 275,000 acres of land in the United States, or 0.03% of all US farmland, making him the 43rd largest landowner in the country, per Barchart

Microsoft, $MSFT, is reducing ‘politically focused emails’ after employees discovered messages mentioning ‘Palestine,’ ‘Gaza,’ or ‘genocide’ were being blocked, per FORTUNE.

CEO of Microsoft, $MSFT, Satya Nadella, has said as much as 30% of Microsoft code is written by AI

Microsoft's, $MSFT, recent layoffs came after their jobs were replaced by artificial intelligence, per YF

$MSFT - CHATGPT SEES WEAKER MOMENTUM AMONG OLDER USERS THAN META AI, GEMINI As generative AI adoption continues to ramp up, ChatGPT is still the top pick for teens and young adults, Morgan Stanley analysts said in a research note. But for 25-34 year olds, there appears to be greater variety, with adoption roughly the same across ChatGPT, Google's Gemini and Meta AI, the analysts said. Meanwhile for older age groups, ChatGPT usage is largely flat in the last six months, while its competitors have notched gains, they said. Gemini has shown the strongest momentum overall, garnering the biggest daily and monthly active user gains, they said.