人民币中间价上调51基点至6.8147：汇率与美股情绪的联动逻辑

#WallStreet’s Wild Cards: Ten Surprises That Could Shake 2026 $CNY $GLD $UUP $BOTZ https://talkmarkets.com/content/commodities/wall-streets-wild-cards-ten-surprises-that-could-shake-2026?post=550700

A #Yuan Pegged To #Gold In 2026? $CNY $GLD https://talkmarkets.com/content/global-markets/a-yuan-pegged-to-gold-in-2026?post=550473

Well, he dismisses any value whatsoever to GenAI. That's immediate bozo bit criteria to me. And, well, if Anthropic revenue doesn't grow 5x between now and the end of the decade, I'll be pretty surprised. But, sure, if it doesn't, then someone will keep them around anyway. AMD almost died in the 2010s as one example, but they kept getting propped up and now they're back in the …

@Jeremymartin007 @simon58 @judgeyoung2 @jenbunn @ribbey @EBE_day @TraderRapp @Godreal1 @tonyctl @zuby34 $QQQ $SPY $AMD $MRVL $mu jer, had nice opportunity to sell today just like last week/ monday. again, why hold before spcx ipo when they selling to raise capital for it!

the news of amd's death have been greatly exaggerated

SpaceX and Tesla used aggressive vertical integration, manufacturing simplification, and reuse to radically lower the cost of building rockets and EVs. It's not unreasonable to speculate they might be able to do the same for hyperscale compute.

TSLA Stock: Cathie Wood Slaps $75 Robotaxi Ticket Into ARK’s Bull Case $TSLA $VTI $VOO https://stocktwits.com/news/equity/markets/tsla-stock-cathie-wood-slaps-75-dollar-robotaxi-ticket-into-arks-bull-case/cZ0xMJMR7bP

https://preview.redd.it/fzuyekm7n9be1.jpg?width=1792&format=pjpg&auto=webp&s=4a3b15e8976a63fdb2ed38d2e4df1acef513a6e6

I'd like to see regulators deal with the bundling requirements for devices. It would serve the greater good is served by preventing a company the size of Apple from obligating that someone must buy an iPhone to use an Apple Watch.

$SPY $AAPL The iPhone & how it caused birth rates to drop https://x.com/evanluthra/status/2064081909819568472?s=46&t=8OxA83oihMxQOGi15o7Stg

Right now Apple trades at a roughly 37 trailing PE and has generally been growing topline in the single digits the last few years. Q12026 and Q42025 were strong quarters that bucked that trend with growth in the teens, but I think the back half of this year we are likely to see things normalize downward. When that happens, does this stock still deserve to trade at such a premiu

That wouldn't explain why Deepseek is fast relative to other Chinese providers, especially considering that they're reportedly ahead of the curve among Chinese companies in moving off Nvidia. I think their quant fund background has more to do with it. Their models are clearly designed with performant inference clearly in mind.