年初调仓买入的Saas股（当时的逻辑是这些软件不易被ai替代，但是引入ai可以大幅度提升价值）的逻辑MSFT (Trans): Agents will be the apps of the new eraThree tech giants to pour RMB 60 bn into OpenAI; BABA's T-Head unveils Zhenwu 810E | Daily News Recap'Seasoned' MSFT: Deliberate Step back for Bigger Leap?评价投资能力的唯一标准就是：长期赚钱能力！ — 散户乙很认同提高确定性，减少操作操作越少，赚得越多！META (Trans): AI Improving Recommendations; FB & IG Engagement to Keep RisingTSLA 2026: $20bn Capex, All-in AI Master Plan$晶泰控股(02228.HK)吃饭的钱是肯定够了。Tearing up 'Bad Earnings' Script, TSLA Ready to Turn the Tide?$晶泰控股(02228.HK) CB带来的对冲抛压，感觉是结束了？看上去像是的。昨天 @周树人的交$Palantir Tech(PLTR.US)最近软件股被杀的比较狠，不过不用担心，业绩会自证，我希@奇迹的交易员cola OpenAI计划推出社交平台，用WLD的虹膜验证来识别真人身份，用以隔离boMassive Capex? Hypergrowth Silences the Skeptics$晶泰控股(02228.HK) 顺利，10000股。buy and sell 小吃一口。中饭有了。保$晶泰控股(02228.HK)CB昨天已经完成了。2026 年 1 月 7 日交易时段后，晶泰控股（Key points of the 2025 Q4 and full-year earnings call:$特斯拉(TSLA.US)财报还行，不给机会😂MSFT F2Q26 First Take. Overall, revenue, GP, and OTSLA Earnings First Take: overall a solid print. CMeta 4Q25 First Take: Results were mixed, but vs. ASML (Trans): Outlook weighed by customer fab build-outs; most new orders are for 2027 deliveries.EDU (Trans): Market Share Up, Pursuing High-Quality GrowthAgent Commerce + Tokenization会是未来AI和Crypto结合的主线，我还$奈飞(NFLX.US)用这样来管理短期记忆，也是蛮好玩的。ok，只是好玩，玩具啦EDU: Resilient Growth, Brand Equity of the Sector Leader Still RisingEDU Q2 FY26 First Take: Results beat, led by a betASML: Memory orders surge; litho supercycle arrivesTechnical analysis of hedging transactions behind Xtalpi CB by Gemini$英特尔(INTC.US) 趁着财报大跌也买入了一些这个，主要买入逻辑是当做我重仓$台积电(TSM.Mingming Is Busy soars on IPO debut; ASML orders surge, unveils 10bn buyback｜Daily News Recap美股$美光科技(MU.US)年初建仓没买够，港股补了一些$南方两倍做多海力士(07709.HK)代替$晶泰控股(02228.HK)看着隔壁KuKuKu......上涨，是真眼红。md红眼病要发作了。咋ASML First Take: Solid print, with revenue and GPM来自groland的通知：是这目前报名成功的体验官，共计51位（由于最后两位的时间一致）*为了保证大$晶泰控股(02228.HK)只能叹服MM对股价的绝对控制力，核心还是拿捏住了筹码，感觉要去研究一下Warehouse turns in just 5–7 days, and full-case pi$晶泰控股(02228.HK) 开会的时候，预设的order filled，very happy 都港股有一些$心动公司(02400.HK)仓位，不便宜了，但是本周五发布taptap maker, cOn its HK debut today, $ BUSYMING(01768.HK) surged$晶泰控股(02228.HK)活动顺利！$亚马逊(AMZN.US)这两天硬气了昨晚 $伯克希尔哈撒韦-B(BRK.B.US)拖后腿啦😂Groland ・8 周头皮焕活体验计划Which sectors/securities do these investors prefer in 2026?NVDA deploys new CPUs, boosting CoreWeave; Tencent unveils new AI social features | Daily News RecapMrbeast 在 SpaceX 的视频发布 2 天后油管播放量已经超过 5800 万，对比 Spa12.81减仓/卖出1万股，回踩12.58原数接回。做个小T，节奏比预测更重要。😂$晶泰控股(022不要嫉妒 不要怨恨 不要过度消费 不管遇到什么困难，保持积极向上的心态 和你信得过的人打交道，做你该历史性地时刻，这是我通过telegram bot，指挥我的Clawdbot完成的社区发帖！😂 $晶泰$晶泰控股(02228.HK) 洗盘过程，别慌。耐心等。Minimax and Zhipu: The Ultimate Test for Large Models, Computing Power Intensity, and Funding Endurance?