️Macro Alpha Analytics🫆

有一天，你来到美国西岸的拉斯维加斯玩。 四周是眼花缭乱的灯光，无数老虎机叮叮作响，你口袋里有10万美金。你心想： “我要赢钱，我该怎么赢？” 于是，你先选择站在一旁观察。 在一张德州扑克牌桌旁，你注意到一个不起眼的中年男人。他低调沉稳，不炫技、不废话，只是默默玩着牌。 他每一局下注都一样 不是梭哈、不是追大、不是情绪化爆冲。 看似毫无杀气 几小时后，他面前的筹码堆成小山。 反观那些观光客玩家 赢一把就加码、输一局就急着补回 没多久，筹码清空，人也离桌。 这时候，你恍然大悟： 真正的赢家，不是靠“偶尔押对一次”发大财 而是靠“每次都押得稳”活得更久，赢得更多。 投资同理。 不是看运气 是看你的策略、纪律与一致性。

马股的热门标的就那几只，不点名大家也心里有数 。像近期 IAB、车顶、THMY IPO 等确实表现亮眼，市场也需要更多具备真实成长力的公司 ✅ 至于像 Verdant Solar、JSSSolar 这类题材，投资者已经给出明确答案。 IPO 时可以冲很高，真正的关键在于：

上市后是否还有持续买盘支撑 是否具备稳健的订单与盈利成长 还是只是借机让原股东出货 ⁉️

这些从成交量与资金结构都能看得相当清楚。投资重在长期竞争力，短炒情绪退潮后谁能站得稳，市场自然会检验 🌈

一步步稳健上升，要到 ＄200了；NVIDIA 带动的液冷需求为 Vertiv 提供长期增长动力 ✅ 也是大牛股之一，涨幅超过 1000％

【Celestica 业绩大爆发】⚡📈 AI数据中心需求火热，业绩全面超预期❗️ Celestica(Q3)： • 营收 +28% 至 31.94 亿美元 • 每股调整盈利 1.58 美元 超过市场预期 1.48 美元 ✅ • 调整营运利润率 7.6% 再创新高 受利好推动，股价盘后飙涨约11％ 🚀 管理层上调展望： 🔹2025 营收目标上调至 122 亿美元 🔹EPS预期提升至 5.90 美元 并看好 AI 数据中心投资强劲 延续至 2027🔥

【📌美股再创新高，全球牛市🚀】 科技股猛攻 ， 三大指数齐刷历史纪录✨ 📊 道指 +0.71% 收 47,544.59 💻 纳指 +1.86% 收 23,637.46 🏆 标普500 +1.23% 收 6,875.16 （史上首次稳站 6800 上方 🎯） 贸易紧张缓和 ✅ 市场信心回归 💪 本周聚光灯： 🤖 科技巨头财报 🏦 美联储议息会议

Amazon is planning to cut as many as 30,000 corporate jobs beginning on Tuesday, as the company pares expenses and compensates for overhiring during the peak demand of the pandemic, according to three people familiar with the matter. The figure represents a small percentage of Amazon’s 1.55 million total employees, but nearly 10% of its roughly 350,000 corporate employees. This would mark Amazon’s largest job cut since late 2022, when it started to eliminate around 27,000 positions.

QCOM +20% Qualcomm announces AI chips to compete with AMD and Nvidia - CNBC

建设更多数据中心，势必需要更稳定、更清洁的电力。核能，即是未来算力时代的关键能源。

https://www.facebook.com/share/p/1Eg3E4tmjR/ 移居 Dubai

KNM to delist after 22 years to complete €270m German unit sale amid regulatory scrutiny https://theedgemalaysia.com/node/775558

CIMB Securities 📍Q : Malaysian gloves are exempted from recent tariff adjustments? ▶️To clarify, media reports highlighted tariff exemptions granted to several key Malaysian exports, incl palm oil, rubber products, cocoa, aircraft components and spare parts, + pharmaceuticals. While rubber products were mentioned, the details require closer examination. - Press release issued by the White House (https://www.whitehouse.gov/briefings-statements/2025/10/agreement-between-the-united-states-of-america-and-malaysia-on-recipricol-trade/#_ftnref1), outlines a joint commitment between the two countries to apply customs duties on originating goods as specified in Schedules 1 and 2 of the annex (https://www.whitehouse.gov/wp-content/uploads/2025/10/final.pdf). The annex refers to a list of goods under Executive Order 14257 dated April 2025 (https://public-inspection.federalregister.gov/2025-06063.pdf) that are exempted from the 19% U.S. tariffs. - However, a keyword search for "glove" only yields results related to "Copper & copper alloy table, kitchen, household articles & parts; pot scourers, scouring & polishing pads, gloves, etc." — which does not include medical examination gloves typically produced by Malaysian manufacturers. Furthermore, the HTSUS code for listed item does not match the usual code for rubber gloves, which typically begins with 4015. - In the latest update reported by TheEdge (https://theedgemalaysia.com/node/775429), it was confirmed U.S. will maintain the 19% reciprocal tariffs as outlined in Executive Order 14257. 📍Therefore, based on current information, we do not believe Malaysian rubber gloves are exempted from the 19% tariff.

砂劳越概念股 IPO ：好厉害选日子。“天时地利人和”

日经225指数史上首次突破50,000点 🚀自2025年4月低位以来已飙升逾65% 🚨 全球牛市正在全面狂奔 ❗️