好柿Options @PickAlphas
Markets are full of noise. I find the signal. 发现交易叙事，用期权数据分析市场微观结构，量化证据。AI实践和我的投资观察，X是自由的平台，会有错，不要盲目看我的内容。 魔眼量化 https://t.co/nf9LK28IhT Joined January 2011-
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今天是我在A股的高光时刻，其实我很少花精力在a上。
A股的策略对我来说很简单，就是美股映射
《置身钉内》怎么看？ 我最近三个月，基本也是早上9点开始，一直干到凌晨2点不停，没有任何一个周末。我并没有觉得疲惫，只嫌时间不够，为了保命，还是得睡。 同样是高强度投入，如果你是在完成别人的KPI，那叫消耗；如果你是在推进自己的东西，那是升级打怪般的刺激。 一个优秀组织应该让人相信，自己的努力和创造是有意义的，而不是只是被系统、流程和指标裹挟着往前走。 AI时代的创新，靠的不是打卡时长，也不是管理口号，而是热爱。
A股的策略对我来说很简单，就是美股映射
大盘的第二阶段的动能已经明显降低，和1阶段粗壮的大步向前走的K线相比，明显变成小碎步。一般大行情走两个月，可以降低仓位休息了。
白毛女喊单威力是很大啊，今天A股的绿的谐波20cm涨停。 他根本就不需要做付费内容，那都是小钱。
A股的绿的谐波 日本的6324 6954
TXG 今天大涨9个点。希望能对得起他的名字10X，哈哈哈，我重仓之一。 不少生命科学方向的公司表现良好。 $MRVI 也即将进入牛市行情区间。
$TXG 当一下家公司在低谷，却无法被财报砸下来的话，那就是什么事情要发生了 TXG 的 Xenium 平台正在主导"AI 规模的生物数据集"供给，一项针对 10 万个患者组织样本的空间转录组学计划是关键催化剂，空间基因组数据是训练生物 AI 模型的核心原料
AI真是越用越不用学，以前复杂的prompt，现在只需要点击安装一下，Codex 不再只是个写代码的工具 OpenAI 给它接上了 62 个常用 app、110 项技能 以前是你用工具，现在是工具替你上岗，一个月100刀200刀的真的是太便宜 #Codex #OpenAI
We’re making Codex more useful for your work by expanding plugins beyond individual tools. These plugins turn Codex into a specialist for a specific role with a single install, no coding required. Codex can access 62 popular apps and 110 skills for work across sales, data
$TXG 也新高了，稳扎稳打进入牛市的区间
$TXG 当一下家公司在低谷，却无法被财报砸下来的话，那就是什么事情要发生了 TXG 的 Xenium 平台正在主导"AI 规模的生物数据集"供给，一项针对 10 万个患者组织样本的空间转录组学计划是关键催化剂，空间基因组数据是训练生物 AI 模型的核心原料
迈威尔夜盘再涨10%。黄仁勋喊单迈威尔，下一个“万亿美元科技王者”就是它？“站在光里”的迈威尔再度强化AI互连主线。这个帖子价值万金啊😂
TOP50 异动标的结合基本面分析： Tier 1 — 最强看好板块 AI 基础设施 / 半导体（核心主线） 这是当前全球资本市场最确定的主线。超级周期仍在加速，超大规模云厂商2026年资本开支持续刷新历史纪录。 代表标的： $ALAB , $CLS, $MRVL, $NBIS $ALAB 综合分 24 | 涨幅 +15.13% | 极端看涨 | 🔥真共振
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