寫東西只為了抒發,一切隨緣不為流量
有事找 @finalfantasty
👻 個人博客 Blog: https://blog.pdzeng.com
👻 個人微博客 Blog:
https://daily.pdzeng.com/
有事找 @finalfantasty
👻 個人博客 Blog: https://blog.pdzeng.com
👻 個人微博客 Blog:
https://daily.pdzeng.com/
🚨 Trump 提到股票
Despite the best efforts of the America Hating Dumocrat Party, which did its very best to DESTROY the U.S.A. during the four long years of the Autopen Administration, over 172,000 AMERICANS found Jobs in the month of May alone! As usual, 100 PERCENT of Bloomberg Economists (who appear to be entering the "Terminal" stages of Trump Derangement Syndrome) underestimated our Economy. UNLIKE the phony California Election results, these numbers don't take months and months to "trickle in" (PASS THE SAVE AMERICA ACT!). They always say "April showers bring May flowers." Well, here in the “HOTTEST” Country in the World, in both April AND May, IT'S RAINING JOBS! President DONALD J. TRUMP
🔗 https://trumpstruth.org/statuses/39121
🕐 Fri, 05 Jun 2026 23:37:44 +0000
Despite the best efforts of the America Hating Dumocrat Party, which did its very best to DESTROY the U.S.A. during the four long years of the Autopen Administration, over 172,000 AMERICANS found Jobs in the month of May alone! As usual, 100 PERCENT of Bloomberg Economists (who appear to be entering the "Terminal" stages of Trump Derangement Syndrome) underestimated our Economy. UNLIKE the phony California Election results, these numbers don't take months and months to "trickle in" (PASS THE SAVE AMERICA ACT!). They always say "April showers bring May flowers." Well, here in the “HOTTEST” Country in the World, in both April AND May, IT'S RAINING JOBS! President DONALD J. TRUMP
🔗 https://trumpstruth.org/statuses/39121
🕐 Fri, 05 Jun 2026 23:37:44 +0000
🚨 Trump 提到股票
I am pleased to announce that TrumpRx.gov is adding another 160 Prescription Drugs, at highly discounted prices, for a new total of over 800 of the most commonly-used Prescription Drugs. TrumpRx.gov will now provide clear, transparent, and DISCOUNTED offerings for FOUR OUT OF FIVE of every prescription filled by Americans. I was proud to make History during my First Term when we lowered Drug Prices, even if by a tiny percentage, because this amounted to a HUGE change compared to other presidents only raising Drug Prices, endlessly and significantly, every year. Then, during my Second Term, I decided to go BIG with Most Favored Nations Pricing — That is to say, we pay no more or, ideally, less than any other Country for the same exact Drug. Now we are cutting Prices, and cutting them by a LOT, sometimes by 400 or 500 or 600 Percent! These Most Favored Nations Deals have already, in fact, saved American Patients over 400 Million Dollars since the launch of TrumpRx.gov. Of course, Most Favored Nations would not be possible without my use of TARIFFS, which are getting other Countries to “pay up” instead of relying on American Patients getting ripped off, as they were for decades until I ordered an immediate “stop” to this very unfair and, frankly, foolish situation. This is all great news, and I have instructed my Administration to secure more Most Favored Nations Deals, more Partnerships, and Lower Prices for every American Patient. Before filling out a Prescription, make sure you “CHECK OUT” – TRUMPRX.GOV. Thank you for your attention to this matter! President DONALD J. TRUMPHTTPS://TRUMPRX.GOV
📊 公司: Prescription drug companies
🔗 https://trumpstruth.org/statuses/39118
🕐 Fri, 05 Jun 2026 23:28:26 +0000
I am pleased to announce that TrumpRx.gov is adding another 160 Prescription Drugs, at highly discounted prices, for a new total of over 800 of the most commonly-used Prescription Drugs. TrumpRx.gov will now provide clear, transparent, and DISCOUNTED offerings for FOUR OUT OF FIVE of every prescription filled by Americans. I was proud to make History during my First Term when we lowered Drug Prices, even if by a tiny percentage, because this amounted to a HUGE change compared to other presidents only raising Drug Prices, endlessly and significantly, every year. Then, during my Second Term, I decided to go BIG with Most Favored Nations Pricing — That is to say, we pay no more or, ideally, less than any other Country for the same exact Drug. Now we are cutting Prices, and cutting them by a LOT, sometimes by 400 or 500 or 600 Percent! These Most Favored Nations Deals have already, in fact, saved American Patients over 400 Million Dollars since the launch of TrumpRx.gov. Of course, Most Favored Nations would not be possible without my use of TARIFFS, which are getting other Countries to “pay up” instead of relying on American Patients getting ripped off, as they were for decades until I ordered an immediate “stop” to this very unfair and, frankly, foolish situation. This is all great news, and I have instructed my Administration to secure more Most Favored Nations Deals, more Partnerships, and Lower Prices for every American Patient. Before filling out a Prescription, make sure you “CHECK OUT” – TRUMPRX.GOV. Thank you for your attention to this matter! President DONALD J. TRUMPHTTPS://TRUMPRX.GOV
📊 公司: Prescription drug companies
🔗 https://trumpstruth.org/statuses/39118
🕐 Fri, 05 Jun 2026 23:28:26 +0000
📡 Daily Market Heartbeat
📅 2026-06-05 星期五
🌍 大盤快照
美股:VOO +0.87%|QQQM +0.31%|S&P 500 +0.41%|VIX -4.35%
宏觀:DXY -0.04%|Gold -0.07%|Oil -2.23%
加密:BTC +0.34%|ETH -0.30%|SOL +0.09%|Fear & Greed 12 (Extreme Fear)
亞洲:TAIEX -1.75%|Nikkei -1.45%|KOSPI -1.84%
🧭 今天先看
1. 風險偏好:VIX 下行、DXY 小跌,美股 ETF 與 S&P 500 偏正,風險偏好溫和回升;Oil 明顯回落,Gold 變動不大。
2. 科技主線:QQQM +0.31%,AI/Semi basket 平均 +0.08%,科技主線偏穩但不是全面同步。
3. 加密與亞洲:BTC +0.34%、ETH -0.30%,Crypto proxy 平均 +4.31%;亞洲主指數偏弱,TAIEX、Nikkei、KOSPI 同步下跌。
📌 Theme rotation
- AI/Semi:平均 +0.08%|主要:NVDA +2.05%, DRAM -1.57%, CHAT -0.76%
- Crypto proxy:平均 +4.31%|主要:HOOD +9.37%, CRCL +1.91%, COIN +1.63%
- High beta:平均 +6.92%|主要:TEM +12.00%, DXYZ +8.77%, RKLB +7.34%
- Hedge:GLD +0.57%
🎯 Watchlist top movers
- 🟢 TEM $52.26 +12.00%|High beta growth|High beta growth 明顯跑贏大盤,成長風格今天偏強。
- 🟢 KTOS $63.40 +10.30%|Mega/other|Mega/other 內強勢,和美股大盤正報酬形成順風。
- 🟢 HOOD $88.33 +9.37%|Crypto proxy|Crypto proxy 跑贏 BTC/ETH,股市端風險偏好較加密現貨更強。
- 🟢 DXYZ $43.51 +8.77%|High beta growth|High beta growth 延續高波動上攻,表現強於 VOO/QQQM。
- 🟢 RKLB $119.95 +7.34%|High beta growth|High beta growth 續強,和 VIX 下行的風險偏好改善同向。
⚠️ 資料僅供觀察,不構成投資建議。
📅 2026-06-05 星期五
🌍 大盤快照
美股:VOO +0.87%|QQQM +0.31%|S&P 500 +0.41%|VIX -4.35%
宏觀:DXY -0.04%|Gold -0.07%|Oil -2.23%
加密:BTC +0.34%|ETH -0.30%|SOL +0.09%|Fear & Greed 12 (Extreme Fear)
亞洲:TAIEX -1.75%|Nikkei -1.45%|KOSPI -1.84%
🧭 今天先看
1. 風險偏好:VIX 下行、DXY 小跌,美股 ETF 與 S&P 500 偏正,風險偏好溫和回升;Oil 明顯回落,Gold 變動不大。
2. 科技主線:QQQM +0.31%,AI/Semi basket 平均 +0.08%,科技主線偏穩但不是全面同步。
3. 加密與亞洲:BTC +0.34%、ETH -0.30%,Crypto proxy 平均 +4.31%;亞洲主指數偏弱,TAIEX、Nikkei、KOSPI 同步下跌。
📌 Theme rotation
- AI/Semi:平均 +0.08%|主要:NVDA +2.05%, DRAM -1.57%, CHAT -0.76%
- Crypto proxy:平均 +4.31%|主要:HOOD +9.37%, CRCL +1.91%, COIN +1.63%
- High beta:平均 +6.92%|主要:TEM +12.00%, DXYZ +8.77%, RKLB +7.34%
- Hedge:GLD +0.57%
🎯 Watchlist top movers
- 🟢 TEM $52.26 +12.00%|High beta growth|High beta growth 明顯跑贏大盤,成長風格今天偏強。
- 🟢 KTOS $63.40 +10.30%|Mega/other|Mega/other 內強勢,和美股大盤正報酬形成順風。
- 🟢 HOOD $88.33 +9.37%|Crypto proxy|Crypto proxy 跑贏 BTC/ETH,股市端風險偏好較加密現貨更強。
- 🟢 DXYZ $43.51 +8.77%|High beta growth|High beta growth 延續高波動上攻,表現強於 VOO/QQQM。
- 🟢 RKLB $119.95 +7.34%|High beta growth|High beta growth 續強,和 VIX 下行的風險偏好改善同向。
⚠️ 資料僅供觀察,不構成投資建議。
📡 Daily Market Heartbeat
📅 2026-06-04 星期四
🌍 大盤快照
美股:VOO -0.72%|QQQM -0.28%|S&P 500 -0.74%|VIX +1.77%
宏觀:DXY +0.19%|Gold -0.57%|Oil +0.64%
加密:BTC +0.17%|ETH +0.10%|SOL +0.14%|Fear & Greed 12 (Extreme Fear)
亞洲:TAIEX +2.03%|Nikkei +2.59%|KOSPI +0.15%
🧭 今天先看
1. 風險偏好:美股指數走弱,VIX 與 DXY 同步上行,偏向風險收縮;Gold 回落、Oil 上行,防禦訊號不算一致。
2. 科技主線:QQQM 小跌,但 AI/Semi basket 平均跌幅較淺且 SMH、DRAM 逆勢上行,科技內部偏分化。
3. 加密與亞洲:BTC、ETH 小幅上行,但 Crypto proxy 明顯承壓;亞洲相對強,台股與日股領先,韓股大盤接近平盤。
📌 Theme rotation
- AI/Semi:平均 -0.75%|主要:NVDA -3.18%, CHAT -1.07%, SMH +0.78%
- Crypto proxy:平均 -7.15%|主要:CRCL -10.43%, COIN -6.12%, HOOD -4.90%
- High beta:平均 -6.19%|主要:DXYZ -14.81%, RKLB -6.60%, TEM -3.81%
- Hedge:GLD -0.69%
🎯 Watchlist top movers
- 🔴 DXYZ $40.43 -14.81%|High beta|高 beta basket 拖累明顯,風險偏好沒有跟上亞洲強勢。
- 🔴 CRCL $90.13 -10.43%|Crypto proxy|Crypto proxy 弱於 BTC/ETH 現貨表現,股權端風險折價較重。
- 🔴 KTOS $58.43 -7.88%|Mega/other|Mega/other 明顯弱於大盤,單日波動高於指數。
- 🔴 RKLB $114.70 -6.60%|High beta|高 beta basket 拖累明顯,風險偏好沒有跟上亞洲強勢。
- 🔴 COIN $163.22 -6.12%|Crypto proxy|Crypto proxy 弱於 BTC/ETH 現貨表現,股權端風險折價較重。
⚠️ 資料僅供觀察,不構成投資建議。
📅 2026-06-04 星期四
🌍 大盤快照
美股:VOO -0.72%|QQQM -0.28%|S&P 500 -0.74%|VIX +1.77%
宏觀:DXY +0.19%|Gold -0.57%|Oil +0.64%
加密:BTC +0.17%|ETH +0.10%|SOL +0.14%|Fear & Greed 12 (Extreme Fear)
亞洲:TAIEX +2.03%|Nikkei +2.59%|KOSPI +0.15%
🧭 今天先看
1. 風險偏好:美股指數走弱,VIX 與 DXY 同步上行,偏向風險收縮;Gold 回落、Oil 上行,防禦訊號不算一致。
2. 科技主線:QQQM 小跌,但 AI/Semi basket 平均跌幅較淺且 SMH、DRAM 逆勢上行,科技內部偏分化。
3. 加密與亞洲:BTC、ETH 小幅上行,但 Crypto proxy 明顯承壓;亞洲相對強,台股與日股領先,韓股大盤接近平盤。
📌 Theme rotation
- AI/Semi:平均 -0.75%|主要:NVDA -3.18%, CHAT -1.07%, SMH +0.78%
- Crypto proxy:平均 -7.15%|主要:CRCL -10.43%, COIN -6.12%, HOOD -4.90%
- High beta:平均 -6.19%|主要:DXYZ -14.81%, RKLB -6.60%, TEM -3.81%
- Hedge:GLD -0.69%
🎯 Watchlist top movers
- 🔴 DXYZ $40.43 -14.81%|High beta|高 beta basket 拖累明顯,風險偏好沒有跟上亞洲強勢。
- 🔴 CRCL $90.13 -10.43%|Crypto proxy|Crypto proxy 弱於 BTC/ETH 現貨表現,股權端風險折價較重。
- 🔴 KTOS $58.43 -7.88%|Mega/other|Mega/other 明顯弱於大盤,單日波動高於指數。
- 🔴 RKLB $114.70 -6.60%|High beta|高 beta basket 拖累明顯,風險偏好沒有跟上亞洲強勢。
- 🔴 COIN $163.22 -6.12%|Crypto proxy|Crypto proxy 弱於 BTC/ETH 現貨表現,股權端風險折價較重。
⚠️ 資料僅供觀察,不構成投資建議。
📡 Daily Market Heartbeat
📅 2026-06-03 星期三
🌍 大盤快照
美股:VOO +0.37%|QQQM +0.14%|S&P 500 +0.13%|VIX -1.74%
宏觀:DXY +0.11%|Gold -0.48%|Oil +3.21%
加密:BTC -0.08%|ETH -1.30%|SOL -0.29%|Fear & Greed 11 (Extreme Fear)
亞洲:TAIEX +0.11%|Nikkei -0.41%|KOSPI +0.15%
🧭 今天先看
1. 風險偏好:美股小幅走高、VIX 回落,短線風險偏好偏穩;但 DXY 微升、Oil 大漲,通膨與美元壓力仍要留意。
2. 科技主線:QQQM +0.14%,AI/Semi basket 平均 +1.65%,半導體線明顯強於大盤。
3. 加密與亞洲:BTC 近持平、ETH 偏弱,Fear & Greed 仍在 Extreme Fear;亞洲盤台韓小漲、日本偏弱,韓國內部由 Samsung 支撐但 KOSDAQ 壓力較大。
📌 Theme rotation
- AI/Semi:平均 +1.65%|主要:SMH +3.95%, DRAM +1.74%, CHAT +1.39%
- Crypto proxy:平均 -3.32%|主要:COIN -4.08%, CRCL -3.59%, HOOD -2.30%
- High beta:平均 -1.66%|主要:TEM -5.47%, DXYZ -4.58%, TSLA +2.46%
- Hedge:GLD +0.16%
🎯 Watchlist top movers
- 🔴 TEM $49.62 -5.47%|High beta|高 beta growth 內資金偏離
- 🔴 DXYZ $47.23 -4.58%|High beta|高 beta growth 內資金偏離
- 🔴 COIN $173.99 -4.08%|Crypto proxy|加密 proxy 弱於 BTC 現貨表現
- 🟢 SMH $632.21 +3.95%|AI/Semi|半導體 basket 內相對強勢
- 🔴 CRCL $100.85 -3.59%|Crypto proxy|加密 proxy 弱於 BTC 現貨表現
⚠️ 資料僅供觀察,不構成投資建議。
📅 2026-06-03 星期三
🌍 大盤快照
美股:VOO +0.37%|QQQM +0.14%|S&P 500 +0.13%|VIX -1.74%
宏觀:DXY +0.11%|Gold -0.48%|Oil +3.21%
加密:BTC -0.08%|ETH -1.30%|SOL -0.29%|Fear & Greed 11 (Extreme Fear)
亞洲:TAIEX +0.11%|Nikkei -0.41%|KOSPI +0.15%
🧭 今天先看
1. 風險偏好:美股小幅走高、VIX 回落,短線風險偏好偏穩;但 DXY 微升、Oil 大漲,通膨與美元壓力仍要留意。
2. 科技主線:QQQM +0.14%,AI/Semi basket 平均 +1.65%,半導體線明顯強於大盤。
3. 加密與亞洲:BTC 近持平、ETH 偏弱,Fear & Greed 仍在 Extreme Fear;亞洲盤台韓小漲、日本偏弱,韓國內部由 Samsung 支撐但 KOSDAQ 壓力較大。
📌 Theme rotation
- AI/Semi:平均 +1.65%|主要:SMH +3.95%, DRAM +1.74%, CHAT +1.39%
- Crypto proxy:平均 -3.32%|主要:COIN -4.08%, CRCL -3.59%, HOOD -2.30%
- High beta:平均 -1.66%|主要:TEM -5.47%, DXYZ -4.58%, TSLA +2.46%
- Hedge:GLD +0.16%
🎯 Watchlist top movers
- 🔴 TEM $49.62 -5.47%|High beta|高 beta growth 內資金偏離
- 🔴 DXYZ $47.23 -4.58%|High beta|高 beta growth 內資金偏離
- 🔴 COIN $173.99 -4.08%|Crypto proxy|加密 proxy 弱於 BTC 現貨表現
- 🟢 SMH $632.21 +3.95%|AI/Semi|半導體 basket 內相對強勢
- 🔴 CRCL $100.85 -3.59%|Crypto proxy|加密 proxy 弱於 BTC 現貨表現
⚠️ 資料僅供觀察,不構成投資建議。