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Setup: Market still headline-sensitive (Trump/TACO, earnings whipsaws). After bounces, downside air-pockets can hit fast.
How:
Buy 1 ATM/1-step OTM put
Sell 1 further OTM put (same expiry) to reduce cost
Entry: On a pop into VWAP / morning resistance, not at the low.
Exit: Take profit on first sharp flush; cut if price reclaims VWAP + holds.
Why: Captures sudden risk-off without needing perfect timing, max loss capped.
I think the server CPU supply is close to sold out for the whole year, and the price is expected to increase by 10-15%.
The Chinese tech conglomerate plans to restructure the unit as a business with partial employee ownership before moving toward a potential listing, the report said, citing the sources.
The process is still in preliminary stages, with the valuation of T-Head yet to be determined, the news agency reported.
Shares of Alibaba were up nearly 3% in Friday's midday trade.
AI + EV boom craves NdPr magnet rare earths—Lynas, world’s #1 non-China producer, delivers from Mt Weld via US magnet pact & Kalgoor expansion. Surged 200%+ YTD on diversification tailwinds.
Lynas Rare Earths (ASX: LYC) has surged 31.10% in 2026 YTD
Secure supply beats volatile AI hype. $LYNAS LTD(LYC.AU)$
What’s you view?
这周的市场,说实话并不缺机会,反而是机会多到容易让人失手。美股全面收高,特斯拉、Meta、阿里轮流表演,稀土和关键金属暴冲两位数,黄金、白银、铂金一路刷新纪录,屏幕几乎每个角落都在闪机会。但越是这种环境,我越提醒自己别被行情牵着走。
在首席执行官Lip-Bu Tan的领导下,英特尔正在加速削减成本并精简其产品路线图,但制造仍是核心瓶颈。产能限制和低于标准的18A收益率继续拖累利润率,这强化了这是一个供应方面的问题,而不是需求问题。
尽管出现回调,但在投资者信心恢复和英伟达支持的支持下,英特尔在过去一年中的表现仍优于更广泛的半导体指数 $英伟达(NVDA)$ 、软银和美国政府。