与「SNDK」相关的搜索结果

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Interesting split in @okx X-Perp activity: Crypto is still highly concentrated: • BTC: 55.6% • ETH: 14.3% • SOL: 5.1% → Top 3 = 75% of crypto volume Equities are much more diversified: • SNDK: 22.8% • SPCX: 18.7% • BEAT: 15.1% → Top 3 = 56.6% Meanwhile, gold dominates metals at 70.7%, while CL accounts for 69.4% of commodity volume. Nice to see OKX evolving into more than just a crypto venue. Try it via my affiliate link:

忙了一天回到酒店才算吃完了所有的瓜，但交易还是要做的，看到 SKHYUSDT 最高的价格是 166 美元，距离我挂单的 168 美元就差 2 美元就没有成交，而且确实价格也是下来了，这时候我看了一下 MU 和 SNDK 都下跌了，这就说明虽然英伟达的财报很好，但对于半导体行业的影响可能还是有限的。 这是我个人的想法，想到就要做，我就在当前市价 161.2 美元下了空单，目前的想法是如果晚上 ADR 和半导体都是下跌的，那么周五白天的 SK 是不是也会下跌，而且我 168 美元的空单还没有撤，如果反弹到 168 美元的话，均价是 164.5 美元，这个价格也有测试空的空间。 主要是因为明天还有一整天的营业，可能都来不及看盘，做好提前的准备。当然如果发现有问题还是会随时跑的。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

据吴说数据中心代币化股票面板数据，8 月 19 日全市场（32 个受监测场所聚合）闪迪（SNDK）股票永续合约单日成交额达 162.91 亿美元，同日 SNDK 美股现货成交额约 261 亿美元（成交 1628 万股，当日均价约 1603 美元），二者比值为 62.4%，为迄今可查的最高水平。 数据显示该比值在 8 月中下旬连续三日处于高位：8 月 17 日 42.0%（134.01 亿 vs 319.4 亿美元）、8 月 18 日 52.6%（161.91 亿 vs 307.8 亿美元）、8 月 19 日 62.4%。8 月 26 日回落至 38.0%（49.8 亿 vs 131.0 亿美元）。 横向对比，SNDK 是全部股票型永续中该比值最高的标的，其后依次为 CRCL（8 月 5 日 47.2%）、SOXL（8 月 6 日 38.1%）、MSTR（20.0%）、MU（14.6%），英伟达（NVDA）与 Meta 均低于 3%。

ZERO ALPHA Research Preview | Reframing NVDA NVIDIA’s latest earnings report is the trigger event for a new round of deep research. A company already among the largest in the world just delivered 106% year-over-year revenue growth, with Data Center revenue up 117%. What is striking is not simply that NVIDIA beat expectations again, but that its core business has returned to a doubling growth rate from an already enormous base, even as AMD GPUs, hyperscaler-designed chips, and custom AI accelerators continue to enter the market. That prompted us to go back and re-examine NVIDIA’s full growth trajectory since 2023. When revenue growth, earnings growth, stock-price appreciation, and P/E are viewed together, a very different pattern begins to emerge. The first NVIDIA spring was largely top-down. The market recognized the potential of generative AI first, the stock price moved ahead, and earnings later caught up. The second spring now looks increasingly bottom-up. Revenue growth re-accelerated from: 56% → 62% → 73% → 85% → 106% while valuation multiples moved lower rather than higher. In simple terms: First Spring: P led E. Second Spring: E is beginning to lead P. This earnings report therefore may represent more than another earnings beat. It may be a signal that NVDA itself needs to be reframed. It also raises a broader question: What actually defines a true mega-cap growth stock? A high P/E alone does not define growth. The rarest structure may be a company that is already enormous, still grows its core business near 100%, generates earnings faster than its stock price rises, avoids excessive valuation expansion, and continues to create new TAM. Applying this framework to AMD, MU, SNDK, LITE, ALAB, DELL, and the hyperscalers makes the leadership hierarchy increasingly clear. Many of them have strong growth, but each still carries a weakness in valuation, cyclicality, pricing dependence, platform control, or growth durability. NVDA currently presents a more unusual combination. More importantly, at least four additional growth engines are still developing: Pricing Power Supply Efficiency Open Models Inference Specialization If these continue to develop, today’s NVIDIA may not yet represent the peak of this second growth cycle. And NVIDIA’s second spring may not belong to NVIDIA alone. Memory and storage, optical networking, and AI data-center operators could all benefit if another AI infrastructure expansion cycle is now beginning. ZERO ALPHA will therefore use this earnings report — a mega-cap company returning to 100%+ core growth — as the starting point for a six-part NVDA Research Note series: 1/6. NVDA: The Second Spring — From P Leading E to E Leading P 2/6. NVDA: What Defines a True Mega-Cap Growth Stock? 3/6. NVDA: Why It Is Still in Its Prime, Not Near the Peak 4/6. NVDA: Four New Growth Engines — How Far Can the Second Spring Go? 5/6. NVDA: Why Leaders Lose Leadership — Lessons from Intel, Tesla, and AMD 6/6. NVDA: Will the Second Spring Reignite the Entire AI Infrastructure Chain? Each note will focus on one independent question and can be read on its own. ZERO Insight The most important message from this earnings report may not be that NVIDIA beat expectations again. It may be this: When a company already this large returns to 100%+ core growth while trading at a much lower P/E than during its first AI explosion, what needs to be revalued may not be just NVDA’s stock price — but our entire understanding of mega-cap growth.

据吴说数据中心统计，8 月 25 日，10 家加密交易所的股票类永续合约合计成交 168.47 亿美元，较前一交易日（8 月 24 日）-34.4%，近 5 个交易日均值 282.33 亿美元；其中 Binance 102.57 亿美元（60.9%）、Hyperliquid 20.52 亿美元（12.2%）。成交额前三的个股为闪迪（SNDK）48.33 亿美元（占 28.7%）、SK 海力士（SKHYNIX）25.21 亿美元（占 15.0%）、美光（MU）17.89 亿美元（占 10.6%），三者合计占板块成交（168.47 亿美元）的 54.3%。

按头我做 Lighter 的大佬，现在又按头让我冲 @entropyIO ！ 我一搜，好几个熟人在做。。。 属于Hyperliquid 新 HIP-3 ，刚上线，团队全是斯坦福辍学 + Jump/Jane Street/Polymarket 顶级交易背景，主打 Pre-IPO + 股票永续，目前人极少、交易对还少，超级早期坑位。要做就做sndk和anth，真实交易去~ 据说很牛逼，据说很早期 我的链接：

虽然今天白天的时候做空 ADR 亏钱了，但就像我下午说的，如果仅仅是回购的利好，那么应该不能应用在全部的半导体领域，而下午的时候看到的是 $MU 和 $SNDK 全都在上涨，所以我觉得应该还有空的空间，因为马上要出门了，所以在 168 美元挂的空单。 出门的时候感觉不太保险，就在现货位置也挂了一个空单，吃饭的时候看这个单还在亏损，晚上回来的时候就发现已经盈利了，但这个单子有点小，加上 168 美元的挂单才是白天亏损的量。 所以虽然现在赚了点，但相比白天的亏损差的挺多的，我现在想想要不要今天晚上就一直拿过夜，赌的就是明天白天会继续下跌，目前我看上涨的力度挺低的，就赌赌看吧，这种单子对我来说就完全没有技巧，纯粹就是赌方向了。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易