Herman Jin · X 阅读

有些人真有意思，天天骂我干吗偷偷看我写东西，还带人去做空台股？ 台湾相对杠杆高一点，但不建议做空

@baktun95827 骂A政治上不太安全

@jasonnotes0206 你知道有时候是忍不住的吗…. 😂

@RYANHINGSHING 你❤️的比我还假

@2237783583lw 你妥妥要送我走啊….

经友军告诫，今天之后再也不公开写A股公司和市场了 如果有问题可以留言问，我知道的会私信回 （私信骂我太多，不忍直视，留言吧）

@Anlish6 偷懒

可能因为大家都知道证监会想做点啥

Preemptive hikes to counter energy related supply shocks will effectively become the Fed’s future bullet I would expect PCE to meaningfully improve by the end of year and throughout 2027

我怀疑OAI就是为了恶心Anthropic搞的融资轮 https://t.co/iX8Vu6HQwt

@wuallen2749551 不是那么容易，这个主要机构市场，实际深度很大的

@JWGrimey Re-accelerating just in the past few weeks

@GaryMarcus @ZhuGuoji84850 @grok Anthropic is speeding recently because of supply constraint is improving

@jmartinprin It is re-accelerating

@gxd92743348 HK is more open and offers better overall opportunities vs mainland

@ou_jia21005 @Hamilton8021 还是会的

@ZhuGuoji84850 @grok Its not public info

Don’t that pretend you don’t know— Anthropic’s ARR has re-accelerated over the past few weeks https://t.co/LRLHa06Bmq

But the CDS market looks like its overreacting right now I dont think this is a good entry point at the moment.

@himself65 CDS provides way more leveraged with limited loss vs put spread I hv kept CDS notional around x4 of eq exposure