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我发现几乎所有美股大佬都在看 $MU 我刚去把Nico @tychozzz 老师最近一个月提到过的美股标的整理出来了。 Nico老师的核心观点：AI已经从「训练时代」，走向「推理 / Agent时代」。对应到投资上，重点开始从 GPU 往下游扩散。 最核心的仓位是 $MU，美光这轮基本吃到一倍，逻辑就是 HBM + SSD 需求爆发；其次是 CPU 线 $AMD / $INTC，这一轮很多仓位也有50%+，本质是 Agent 时代对算力结构的重新分配。 大科技这块，他明显在做轮动：减了 $GOOGL，加了 $META，核心就是估值 + 囤算力的预期差。$NVDA / $MSFT 这些没动，更多是底仓。 再往外一层，就是 AI 基建延伸：光互连、云、能源，包括 $COHR、$AAOI、$ORCL、$OKLO，本质都在吃算力扩张。 操作上也很典型：3月回调左侧上仓位，4月顺趋势吃涨幅，5月开始部分止盈，但核心仓位还在等下一轮轮动。 AI这条线，已经不只是 NVDA，真正的机会开始往「被忽视的环节」走了。 🌟Grok帮我整理的，如有错误，欢迎 Nico 老师修正

【美股信息KOL第一集】 推特上关于美股的信息很多，但真正长期稳定输出、有独立观点的账号其实并不算多。很多时候，有价值的信息会被热点炒作和情绪内容淹没。 第一集总结的8位KOL的覆盖方向包括： 宏观与流动性/美联储与利率政策/债市与经济周期/ AI和半导体产业链/科技股与商业模式/趋势与实战观察 这些账号各自侧重点不同，放在一起看会比较全面互补。我把每位博主的特点和关注方向都整理成了表格，方便按需求选择关注： 1. Joseph Wang｜@josephwang 经常拆解美联储、准备金体系和美元流动性这些内容，专业度会高一些，但认真看下来，对理解市场运行机制帮助很大。 2. Liz Ann Sonders｜@LizAnnSonders 偏宏观方向，主要看流动性、市场结构以及整体环境变化。她的图表一直做得比较直观，适合拿来辅助判断大盘环境。 3. 美股OK哥｜@artinmemes 偏交易和市场机会观察，内容更接近实战派风格，适合看短中期市场情绪。 4. Lyn Alden｜@LynAldenContact 长期研究货币、财政、能源、信用这些底层逻辑。很多内容不只是讲市场涨跌，而是帮助你理解背后的原因。 5. Jim Bianco｜@biancoresearch 比较典型的传统宏观分析风格，重点会放在利率、债市以及政策预期这些方向。适合用来对照市场情绪。 6. 投资TALK君｜@TJ_Research 偏宏观和实战结合路线，会分析美联储、美股以及 AI 等热门方向，内容逻辑比较清晰。 7. Nico投资有道｜@tychozzz 偏长期投资和定投思路，平时会分享美股和比特币相关内容，整体风格稳健。 8. Byrne Hobart｜@ByrneHobart 擅长把金融、科技和商业模式放在一起聊，很多观点都比较有框架感。适合喜欢深度思考的人。

Department of Homeland Security Sec. Markwayne Mullin told CBS News' Nicole Sganga that if another government shutdown happens in September, it could lead to a “huge national security” problem.

Department of Homeland Security Sec. Markwayne Mullin told CBS News' @NicoleSganga that the hantavirus outbreak "is not COVID at all," and said Americans do not need to be afraid of it turning into a pandemic — "not under President Trump's leadership."

DHS Secretary Markwayne Mullin told CBS News' @NicoleSganga there are no immediate plans to close Alligator Alcatraz in Florida, despite sources telling CBS News that the facility could shut down as early as June. "I don't think we've said we're shutting it down. That's not been an announcement we've made," Mullin said. "But we do understand there's vulnerabilities there."

DHS Secretary Markwayne Mullin said Wednesday that ICE officers working during this summer's FIFA World Cup will enforce immigration laws, "but we're not there for solely that purpose." "So if we find a felon, or we find someone doing customs, we're going to go after them," he told CBS News' @NicoleSganga. When asked whether immigration enforcement during the tournament is off the table, Mullin said, "We're not there to go round up mass individuals, but we are always looking for the worst of the worst. We are going to continue to do that."

DHS Secretary Markwayne Mullin said ICE officers working during this summer's FIFA World Cup will enforce immigration laws, "but we're not there for solely that purpose." "We're not there to go round up mass individuals, but we are always looking for the worst of the worst," he told CBS News' @NicoleSganga. "We're going to continue to do that. But ICE's footprint is much bigger than that, as I said, it's immigration, customs enforcement."

The mayor of Arcadia, California is facing up to 10 years in prison after admitting to acting as an illegal agent for the People's Republic of China. According to the Justice Department, Eileen Wang would receive pre-written pro-Chinese articles from the Chinese government to post on her website, U.S. News Center. She would also communicate with Chinese officials to tell them how many views those articles would receive. CBS News' @NicoleSganga has more on what the DOJ and FBI found.