芯片出口管制有松动迹象，是时候逐步买回 $NVDA 了
$NVDA 虽然被低估，但近期被谷歌TPU和其他ASIC芯片压制；
但长期来看，GPU和ASIC芯片将长期共存，主导的还是GPU。
周三Jeson会见了特朗普，两人讨论了芯片出口限制问题。
美股的牛市，离不开英伟达的再次雄起。
现价180到160可以分批买入 $NVDA
There are signs that GPU export controls are easing, so it’s time to gradually buy back $NVDA.
Although $NVDA is undervalued, it’s recently been overshadowed by Google’s TPUs and other ASIC chips.
In the long run, though, GPUs and ASICs will coexist for a long time, with GPUs remaining the dominant force.
On Wednesday, Jensen met with Trump, and the two discussed chip export restrictions.
A U.S. bull market can’t really take off wit

英伟达合理价格为220，黑五打折分批买！
180.5加仓了 $NVDA
根据昨天英伟达财报的EPS和增速，更新测算了合理价，220是$NVDA 合理价，黑色星期五的打折不要错过。
下图的Put/call ratio和VIX都显示，美股 $SPX 的底部就在眼前。
做好仓位管理，分批买入优质标的。
The fair value for NVIDIA is 220 — Buy the Black Friday discount sale!
Just bought more $NVDA at 180.5.
Based on yesterday’s NVIDIA earnings (EPS and growth rate), I recalculated the fair value. 220 is the fair price for $NVDA, so don’t miss the Black Friday discount.
The Put/Call Ratio and VIX in the chart both indicate that the bottom of $SPX is near.
Manage your positions well and buy quality tickers in batches.

224买入了 $AMZN, 488买入了 $MSFT
4个监控信号显示，本周是抄底美股的时机；
等待明晚英伟达财报；
大概率beat，但需要看机构是否sell the news；
若是拉升，空头燃料足够，感恩节行情就要开启了。
Bought $AMZN at 224 and $MSFT at 488.
4 signals suggest that this week is a good time to bottom-fish U.S. stocks.
We’re waiting for NVIDIA’s earnings tomorrow night.
It will most likely beat expectations, but we need to see whether Wall street will sell the news.
If the stock rallies, the Thanksgiving rally is about to begin.

买了点 $KWEB 39.9
几个中概头部公司财报都不错；
港股也在跟随A股走强。
$Tcehy $BABA $PDD $JD
Bought some $KWEB at 39.9
Several leading Chinese companies have reported solid earnings;
HSI are also strengthening along with China stock market.

AI泡沫的恐惧，让美股迎来像样的回调；币圈退场的资金已经如饥似渴；
425买入了 $TSLA
182买入了 $NVDA
SPX目前6675，到6650区间，计划分批买入优质标的。
11-12月几个利好，在路上。
Fears of an AI bubble have triggered correction in $SPX, while sidelined fund from my crypto is now hungry to re-enter.
Bought $TSLA at 425 and $NVDA at 182.
With the $SPX now at 6666, planning to accumulate quality tickers gradually to the 6650 range.
Several bullish news are on the way in November and December.

短线波段：现价102.5K-99K分批买入 $BTC
有效跌破98K止损；
计划107-110K止盈
Short-term swing trade: buy $BTC between 102.5K–99K.
Set SL at 98K.
TP in the 107K–110K range.

$SOL ETF落地，现价202.7止盈了部分现货
虽然涨幅不多，但按交易纪律，止盈了部分 $SOL 现货，并上推了止损。
$SOL ETF has been approved. Took partial profit on SOL spot holdings at the current price of 202.7
Although the gain isn’t huge, I followed my trading discipline — TP some and moved up the stop loss.

刚出炉的AAII指数散户投资者极度悲观，美股将在中美贸易冲突中震荡上行
本周AAII指数，散户投资者看空比例暴升到46.1%，净看多比例快降为-12.4%；
同时，VIX指数在高位，有回落需求；市场参与度在中位；
这将驱动美股 $SPY $Q ，易涨难跌；
10月31日APEC会议，中美元首将会面，届时就是利空落地；
结合10月29日的降息，和12月10日的大概率降息，11月行情值得期待！
所以APEC前这一两周内，逢低买入优质或热门标的将在11月带来不错的收益；
美股热门板块，稀土、量子、核能，大跌时分批买， $MP $RGTI $OKLO
加密币， $BTC $ETH $SOL 将被美股带动，在11月走完最后一波行情。
耐心布局。
The AAII Index shows retail investors are extremely pessimistic, suggesting $SPX will continue a choppy upward trend amid U.S.-China tensions.
The latest AAII survey shows the bearish sentiment among retail investors has surged to 46.1%, with the net bullish sentiment dropping

买了些 $LTC 121, $DOGE 0.258, $SOL 231
预计美国政府开门后，SEC会在1个月内通过上面几个加密币的现货ETF；
应该会有一波炒作。
Bought some $LTC at 121, $DOGE at 0.258, and $SOL at 231.
I expect that after the U.S. government reopens, the SEC will approve spot ETFs for these cryptocurrencies within a month, which should trigger a wave of speculation.

降息落地，市场震荡消化后，Q4行情值得期待
币：
237加仓了 $SOL ,4500加仓了 $ETH ,
美股：
131买入了 $CRCL, 120.5买入了 $CRWV
目前市场参与度不高，情绪偏低，9月震荡后，Q4行情值得期待！
Rate cuts came, the Q4 rally is worth looking forward to.
Crypto:
Added $SOL at 237, added $ETH at 4500.
Stocks:
Bought $CRCL at 131, bought $CRWV at 120.5.
Market breadth is not high and sentiment remains weak, after the September consolidation, Q4 looks promising!

现价323 买了点 $COIN
明天CPI若有回测，再补点；
Bought a little Coinbase.

164.5买了点英伟达 $NVDA
$AVGO 对英伟达业务的威胁被夸大了；
若继续下跌，164-153区间，会分批买入；
Bought some $NVDA at 164.5.
The threat from $AVGO to Nvidia’s GPU is overstated.
If it continues to decline, I’ll buy in batches in the 164–153 range.

55.9 买了点小米集团
逆势放量突破；
主力资金流入；
新手机或机器人炒作；
港股蠢蠢欲动。
54止损。
Bought some Xiaomi Group at 55.9.
Counter-trend breakout with big volume;
Inflow of institutional funds;
Hype around new smartphone or robot products;
Hong Kong stocks showing signs of upward momentum.
Stop loss at 54.

第四季度重要的交易机会—— $SOL
SOL/ETH, SOL/BTC汇率均突破了(如下图)；
链上行情已经低迷了6个月了，结合Q4 $SOL ETF的大概率通过，接下里应该有一波大机会；
置换了点 $ETH $BTC 到 $SOL;
现价211-185，分批买 $SOL 也可以。
Important Q4 Trading Opportunity — $SOL
Both the SOL/ETH and SOL/BTC pairs have broken out (as shown in the chart below).
On-chain activity has been sluggish for the past six months, but with the high probability of a $SOL ETF approval in Q4, a major opportunity could be ahead.
I’ve swapped some $ETH and $BTC into $SOL.
Buy $SOL from 211 to 185 in batches is also a good strategy.

计划等下夜盘19.97左右买入英特尔 $INTC
周一陈立武和Trump会面握手言和概率稍大；
止损价19；
Plan to buy Intel $INTC this night at around 19.97.
There’s a high probability that Intel CEO and Trump will reconcile on Monday.
SL at 19.

大非农趋冷，5-6月就业岗位增幅均大幅下调，9月降息概率从45%升至75%
美元大跌，行情还要折腾折腾， $SPX $BTC
The Nonfarm Payrolls report is cooling down, with job growth for May and June significantly revised downward.
The probability of a September rate cut has risen from 45% to 75%.
$DXY has plunged — expect more market turbulence ahead. $SPX $BTC

今晚Figma IPO，不容错过
按目前市场热度，市值应该能涨到400亿美金以上；
Figma基本面优秀，我投资的公司基本都在用；
其又在AI赛道，应该会有不少热钱追逐；
计划今天在35-60区间，分批买入 $FIG 。
Figma IPOs tonight — not to be missed.
Given the current market enthusiasm, its valuation could exceed $40 billion.
#FigmaIPO has strong fundamentals — nearly all the companies I invest in are using it.
It's also in the AI sector, which should attract plenty of hot money.
I plan to buy $FIG in batches within the $35–$60 range today.

现价3763加仓了点 $ETH, 187加仓了点 $SOL
以太万币鲸鱼的疯狂吸筹（下图），加上ETF的持续大额流入，让这波回调很浅；
现价加仓了点，并在3000-3700分批挂了 $ETH 限价买单；
$SOL 的ETF 10月左右应该能落地，看是否会提前炒作一波，170-185分批挂了限价买单。
Added some $ETH at the current price of 3763 and some $SOL at 187.
The aggressive accumulation by ETH 10K whales as chart below, along with continued large inflows into ETFs, has kept this pullback relatively shallow.
Added a bit more at current levels and placed staggered limit buy orders for $ETH between 3000–3700.
As for $SOL, its ETF is expected to launch around October — let’s see if there’s a wave of speculative buying beforehand. I’ve set