Notes
Meme 玩不转?
玩币圈二级又一路都在亏?
然后最近美股市场一路猛猛向上!
这波行情还在meme 上硬抗吗?
Bitget 现已和 @OndoFinance 深度合作,
上线了 98 只新美股和 ETF,
总支持交易超过 200 种代币化股票!
科技巨头、AI 龙头、半导体、能源、贵金属、生物医药、杠杆 ETF、中概股……
你想追的几乎全都有!
用 U直接交易,进入交易所账户随时下单,不用开传统券商账户,超级方便~

Meta, 미국 원전 3곳과 20년 전력 구매 계약 체결 (Reuters, 2026-01-09)
[원전 전력 계약]
• Meta는 Vistra가 운영하는 미국 원자력 발전소 3곳과 20년 전력 구매 계약(PPA) 체결
- Perry (오하이오)
- Davis-Besse (오하이오)
- Beaver Valley (펜실베이니아)
• 계약을 통해 오하이오 원전 확장 투자 및 발전소 수명 연장 자금 확보
• Perry·Davis-Besse: 최소 2036년까지 가동
• Beaver Valley(1기): 2047년까지 가동 허가
[소형모듈원자로(SMR)]
• Meta는 Oklo 및 TerraPower와 SMR 개발 프로젝트 진행
TerraPower (빌 게이츠 지원)
• 원자로 2기 개발 지원
• 출력: 최대 690MW
• 가동 목표: 2032년
• 추가로 최대 6기 원자로 전력 구매 권리 확보
Oklo
• 오하이오에서 최대 1.2GW 규모 SMR 개발
• 가동 목표: 2030년
• Meta가 초기 조달 및 개발 단계 지원
[전력 규모]
• Meta의 총 원자력 확보 목표: 최대 6.6GW (2035년까지)
• 일반 대형 원전 1기 출력: 약 1GW
• Meta는 2024년에 1~4GW 규모 원자력 전력 수요를 공식 요청한 바 있음
$META $VST $OKLO 3종목 전부 @MSX_CN 에도 있고 현재 프리마켓에서 급등 중

2026年值得关注的顶级增长主题
• 加密货币 | $HOOD $COIN $BMNR
• 量子 | $IONQ $RGTI $QBTS
• 机器人 | $TSLA $SYM $ISRG $RR
• 核能 | $OKLO $LEU $GEV $UUUU
• AI 公用设施 | $CRWV $NBIS $IREN $CIFR
• AI 芯片 | $NVDA $TSM $ASML $AMD
• 电网与电力 | $CEG $NEE $VST $EOSE
• 无人机 | $ONDS $UMAC $DPRO $AVAV
• AI 数据平台 | $PLTR $SNOW $MDB
• AI 安全 | $CRWD $ZS $PANW $RBRK
• 太空经济 | $RKLB $ASTS $PL $RDW
• AI 网络 | $AVGO $ALAB $MRVL $CRDO
• AI 云 | $MSFT $AMZN $GOOGL $DOCN $ORCL
cc @BTCBruce1
$HOOD
-4.44%
$COIN -10.98%
$BMNR $IONQ $RGTI $QBTS $TSLA +2.97%
$SYM $ISRG $RR $OKLO $LEU $GEV $UUUU $CRWV -1.4%
$NBIS $IREN $CIFR $NVDA +5.46%
$TSM -8.8%
$ASML $AMD -10.97%
$CEG $NEE $VST $EOSE $ONDS $UMAC $DPRO $AVAV $PLTR -5.08%
$SNOW $MDB $CRWD $ZS $PANW $RBRK $RKLB $ASTS $PL $RDW $AVGO $ALAB $MRVL $CRDO $MSFT -12.08%
$AMZN -1.92%
$GOOGL -1.55%
$DOCN $ORCL +2.77%
2025年表现最好的15个美股,看看你曾经在哪个车上,说说ticker 买价和卖价
我先来,iren,35到70,open,7到10,nbis记不清了,很快下车,看到就涨了很多了,mp,60到80。
这15个之外的就很多了,收益率甚至更高。
1. $IREN +535%
2. $OKLO +431%
3. $CIFR +346%
4. $OPEN +310%
5. $NBIS +302%
6. $EOSE +276%
7. $MP +276%
8. $QBTS +251%
9. $HOOD +250%
10. $ASTS +228%
11. $QS +220%
12. $PL +217%
13. $SYM +194%
14. $JMIA +185%
15. $MU +183%
WEDBUSH’S DAN IVES RELEASED THE “IVES AI 30,” FEATURING TOP AI PLAYS:
🔸 Hyperscalers: $MSFT, $GOOGL, $AMZN, $ORCL
🔸 Software: $PLTR, $CRM, $IBM, $NOW, $SNOW, $PEGA, $MDB, $SOUN, $INOD
🔸 Consumer Internet: $BABA, $AAPL, $META, $BIDU, $RBLX
🔸 Cybersecurity: $PANW, $ZS, $CRWD
🔸 Autonomous/Robotics & Power: $TSLA, $OKLO, $GEV
🔸 Semiconductors/Hardware: $NVDA, $AMD, $TSM, $AVGO, $MU, $NBIS
QUICK MARKET SUMMARY:
Consumer
🔸 Carvana ( $CVNA) upgraded to Overweight at Morgan Stanley; PT raised to $280 from $260.
🔸 Cintas ( $CTAS) ended talks to buy UniFirst (UNF) for $275/share.
🔸 KB Home ( $KBH) Q1 miss: revenue down 5%, net income down 21%, lowers FY25 outlook; appoints Robert Dillard as CFO.
🔸 McCormick ( $MKC) Q1 EPS $0.60 (vs. $0.64 est.), reaffirms FY25 guidance.
🔸 Smithfield Foods sees higher annual sales and profit.
🔸 Tesla ( $TSLA) European market share down sharply; YTD sales -42.6%.
Energy, Industrials & Materials
🔸 American Electric ( $AEP) announces $2B stock offering.
🔸 Bunge ( $BG) selling European margarine business to Vandemoortele.
🔸 Canadian Solar ( $CSIQ) Q4 EPS loss (-$1.47) vs. (-$0.24) est.; record storage shipments.
🔸 Enerpac ( $EPAC) Q2 EPS $0.38 (vs. $0.40 est.), maintains guidance.
🔸 EOG Resources ( $EOG) downgraded to Neutral at Mizuho; PT cut to $140.
🔸 Oklo ( $OKLO) FY24 EPS loss (-$0.74); first Aurora deployment expected late 2027.
🔸 Parsons ( $PSN) approves $250M share buyback.
🔸 TechnipFMC ( $FTI) wins $500M–$1B EPC contract from Equinor.
Healthcare
🔸 Aura Biosciences ( $AURA) FY loss ($96M); cash runway into 2H26.
🔸 Beyond Air ( $XAIR) secures $2M for autism therapy development.
🔸 Merck ( $MRK) signs $200M licensing deal for Lp(a) inhibitor, potential $1.77B in milestones.
🔸 Neurogene ( $NGNE) FY loss ($82.6M); files $300M shelf offering; cash runway into 2H27.
Tech, Media & Telecom
🔸 Alibaba ( $BABA) to restart hiring; Chairman Tsai warns of potential AI bubble.
🔸 Cloudflare ( $NET) double-upgraded to Buy at BofA; PT raised to $160.
🔸 India plans to scrap 6% digital ad tax, easing pressure on U.S. tech firms.
🔸 Crown Castle ( $CCI) appoints interim CEO Daniel Schlanger; reaffirms guidance.
🔸 Volkswagen ( $cVOWGY) partners with Valeo and Mobileye for advanced driver-assistance systems.





















