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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | Language |  ZH-CN | |||
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baldertrader.substack.comLatest Issues
选举落地道指涨 3%，AI 机房链跌 8%–13%：市场在卖离现金最远的那一段｜11月4日复盘
民主党横扫参众两院，标普收 7,688.62，落在早盘区间之内；道指涨 3.03%，纳指 100 只涨 0.91%。资金流向消费和云平台，维谛、Credo、Lumentum 这条机房建设链集体挨刀。盘后 AppLovin +23%、高通 −7.7%，方向都和我们的雷达卡相反；期货基本持平，机房链盘后继续走弱。
📺 今天的视频版：图表 + 讲解，嵌在下面（YouTube）。
11.04｜民主党横扫两院，道指涨 3%、AI 机房链却跌 13%：市场到底在卖哪一段？
每个美股交易日收盘后 5 分钟。今天这一集：
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今日核心：选举结果落地，民主党横扫参众两院。道指 +3.03%，标普 500 +1.58%，纳指 100 +0.91%；消费与云平台领涨，AI 机房建设链集体挨刀（Vertiv −12.89%，Credo −9.55%，Lumentum −7.85%）。
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知识点：收入在哪一刻算数——电源、光模块、整机要等机柜通电、客户验收才确认收入，离现金最远，最先被重新定价。
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会员复盘：标普今日区间 7,661–7...
AI 链一天被买回、零售集体跌 2%，Aehr +26.5%：来回的轮动，方向看 AMD｜11月3日复盘
标普收 7,568.92，贴着早盘锚点落在区间之内；纳指 100 涨 0.68%，道指跌 0.38%。昨天被卖的算力、电力、光通信被买回，昨天接盘的零售集体走弱。盘后 AMD、Arista、Super Micro 都交出超预期的财报。
📺 今天的视频版：图表 + 讲解，嵌在下面（YouTube）。
11.03｜AI 链一天被买回、零售集体跌 2%：Aehr +26.5%，AMD 盘后 +5%
Balder 美股复盘 · 每天 5 分钟。11月3日这一期：
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今日核心：昨天被卖的 AI 链今天被买回——半导体 SOXX +2.50%，Aehr +26.50%，IREN +11.08%，甲骨文 +5.85%；昨天接盘的消费零售集体跌 2% 左右（家得宝 −2.20%，沃尔玛 −2.22%）。纳指 100 +0.68%，道指 −0.38%，标普 500 +0.36%；107 只观察股 71 涨 36 跌。
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知识点：市场宽度——指数按市值加权，上涨家数才...
11.02｜Marvell 收购 Lumentum，两家一起跌 13% 和 19%：AI 的问题变成了钱从哪里来
Balder 美股复盘 · 每天 5 分钟。11 月 2 日这一期讲了：
- 今日核心：Marvell 宣布以 1 股 Lumentum 换 4.5 股 Marvell 全股票收购（SEC 公告，预计 2028 年上半年完成）。结果 Marvell 跌 12.72%，Lumentum 跌 18.59%。道指 +0.41%，标普 500 −0.51%，纳指 100 −1.39%；107 只观察股 34 涨 73 跌。资金去了消费与支付：劳氏 +4.34%，家得宝 +3.6...
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Quant & AI Trader | Turned $100k into $1M+ in 5 days | AI/ML Industry Expert | The real Balder on X: @Balder13946731 | Subscribe to get access to my AI tool: Balder-AI.com
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