Market Trends & Observations - VC 币在下跌后可能继续下跌 50% [1] - ff/mira/zkc 等币种下跌趋势明显 [1] - 项目方通常选择在高流动性时出货 [1] Trading Strategy Analysis - 大卡车币种通常高开，在 Upbit 情绪高涨时达到顶峰后开始下跌 [1] - MM (Market Makers) 倾向于在流动性最高的时候出货 [1]

（来源：望京博格投基） 转自：望京博格投基 净值出来了， 场内ETF账户今天盈利6000元（账户资产200万）； 场外基金账户今天预估盈利7000（账户资产500万）； 两个账户今天盈利1.3万。 周一盈利2400元，周二盈利2200元，周三盈利7.3万，周四亏损5.6万，周五盈利1.3万，本周盈利3.4万。 继昨天私域发车减了一点仓位之后，今天继续减了一点仓位。 减仓并不是不看好后市。 牛市多大幅回调，按之前计划博格准备100万现金可以随时在大幅回调的时候抄底，结果前一段接了30万的航空航天与卫星产业之后，现金部分不到30万 了。 这两天天减仓了一些恒生科技与A股医药，空出来大十几万，加上之前清仓稀土部分资金，现金部分又回到100万了。 最近很多国际大事都利好军工，例如博格又去看长春航空展了。 为了去长春航空展，博格昨天提前一个小时就到了北京朝阳高铁站。 刚一下车顿时懵逼了，发现身份证没带，先给滴滴师傅打电话，看看落没落在后座上，师傅说后座上没有。 博格花了半分钟理清思路，有购票二维码是可以上车的，但是明天的航空展未必进的去，这个时候瞄一眼手机，距离开车还有50分钟，咋办呢？ 眼见一个出租车上乘客刚下来，博 ...

Core Viewpoint - The significant buying activity in UnitedHealth Group (UNH) by prominent investors, including Warren Buffett's Berkshire Hathaway, indicates a potential bottoming out of the stock after a severe decline due to negative events and market sentiment [1][2][3]. Group 1: Investment Activity - Berkshire Hathaway purchased approximately $1.57 billion worth of UNH shares, while Dodge & Cox acquired about $1.87 billion [2]. - Other notable investors included Renaissance Technologies with $500 million, David Tepper with $764 million, and Michael Burry who bought options and stock [1][2]. - The collective buying from these high-profile investors has instilled confidence in retail investors to follow suit [1][2]. Group 2: Stock Performance and Market Reaction - Following the disclosure of Buffett's investment, UNH's stock surged by 12%, reclaiming a price above $300 [3]. - The stock had previously experienced a dramatic decline of 60% due to a series of negative events, including a significant earnings miss and the resignation of its CEO [1][10]. Group 3: Company Fundamentals and Market Position - UNH is the largest health insurance company in the U.S., covering nearly 50 million people, which makes its stability crucial for the healthcare system [13]. - The company holds a 30% market share in Medicare and is the second-largest in Medicaid, indicating its significant role in the healthcare landscape [13]. - Analysts project an EPS of approximately $25 for the next year, with the stock trading at about 12 times earnings, alongside a 3% dividend yield and a $12 billion share buyback plan [13][15]. Group 4: Future Outlook - The consensus among investors is that UNH has already priced in the worst-case scenarios, and any improvement in business operations could lead to substantial stock price recovery [12][15]. - The presence of a safety net in the form of an 8% shareholder return through dividends and buybacks further supports the investment thesis for UNH [15].

尽管临近退休，但巴菲特点石成金的能力依然强大。 巴菲特旗下伯克希尔.哈撒韦公司二季度大举买入的6只股票，周五开盘前均出现不同程度的上涨。其中，联合健康集团股票周五盘前更是大涨超12%。 | 联合健康集团(UNITEDHEALTH) < W | | | | --- | --- | --- | | UNH.N | | | | 27 1 . 4 9 0 量 2501.1万 股本 9.06亿 市盈 11.5 | | 万得 | | -0.320 -0.12% 换 2.76% 市值1 2459亿 市净 2.60 | | 盘口 | | 盘前 305.260 +33.770 +12.44% | | 美东 06:18 ▼ | | 盘前▼ 五日 日Ｋ 周K 月K | | 更多 (0) | | ෆ加 均价:306.214 | | | | 1307.818 | 13.34% 卖一 305.690 | 43 | | 买一 305.140 | | 0 | | 15:59 271.450 | | 289 | | 15:59 271.450 1085 | | | | 271.490 | 0.00% 15:59 271.450 18 | | ...

Market Analysis & Potential Investment Opportunity - ALTS is issuing 200 million shares at $7.50 per share, backed by a $1.5 billion financing round, with some consideration in WLFI tokens [1] - The current price is below the pre-market cost, presenting a potential buying opportunity for those who missed the WLFI presale [1] - The $1.5 billion stock issuance is expected to close today, potentially leading to capital injection for price appreciation [1] Company Strategy & Market Influence - WLFI holds a significant amount of ALTS stock, similar to MicroStrategy's approach with ETH, aiming to stabilize the market and drive price increases through supply control [1] - WLFI's high control over ALTS stock is intended to play a key role in price management and market capitalization enhancement [1] Disclaimer - This analysis is for informational purposes only and does not constitute investment advice [1]

Core Viewpoint - The Hong Kong Cheng family, facing a debt crisis, is negotiating a $2.5 billion financing deal with Blackstone Group, which may involve preferred/common stock investments or a joint privatization [1][4]. Group 1: Financial Situation of New World Development - New World Development announced a delay in interest payments on four perpetual bonds issued by its subsidiary, amounting to $3.4 billion [3][4]. - This marks the first debt issue for New World Development since its listing, which could lead to increased debt rates and affect refinancing negotiations with banks [4][10]. - The company's net debt ratio has risen from below 30% to around 50%, with losses and asset impairments expected in 2024 [10]. Group 2: Historical Context and Strategic Decisions - The Cheng family's strategic missteps, including aggressive expansion and misjudgment of market trends, have led to significant financial challenges [9][10]. - The transition of leadership from Cheng Yu-tung to his son Cheng Ka-shun in 2011 marked a shift in strategy, but subsequent decisions have not aligned well with market realities [6][9]. - The family's reliance on a heavy asset model, particularly in the K11 shopping mall expansion, has resulted in long payback periods and cash flow issues [9][10]. Group 3: Blackstone Group's Interest and Market Position - Blackstone Group has a history of involvement with the Cheng family, having previously sold a significant stake in a shopping center to New World Development [6][19]. - The firm has shown a keen interest in the Asia-Pacific real estate market, with a record $1.2 trillion in assets under management as of Q2 2025, and a total investment of $145 billion in the past year [14][16]. - Blackstone's investment strategy includes acquiring mature assets and optimizing operations to enhance value, as demonstrated by its successful investments in Japan and other markets [16][19].

Core Viewpoint - The recent sharp decline in copper prices in the futures market may present a buying opportunity, but analysts caution that the seasonal off-peak period has just begun [1] Group 1: Market Analysis - Analysts are warning that the current drop in copper prices is occurring at the onset of a seasonal downturn, which could lead to further price declines [1] - The volatility in copper prices is attributed to various market factors, including supply and demand dynamics [1] Group 2: Investment Implications - Investors are advised to be cautious and consider the potential for continued price weakness in the copper market during the upcoming seasonal off-peak [1] - The current market conditions may lead to strategic buying opportunities, but timing will be crucial as the seasonal trends unfold [1]

Cryptocurrency Trading Performance - The trader allocated 1 million to BTC and 1 million to ETH for bottom fishing, but underestimated the rebound strength and sold too early [1] - The trader's Solana (SOL) trading was unsuccessful, missing a 50x gain opportunity and losing nearly 10,000 (1wu) on smaller altcoins [1] - The trader is holding several altcoins, including $YAPPER, $TRENCHES, and $IKUN, awaiting a market upturn [1] Investment Strategy - The trader is taking a passive approach to Base and BSC chains, awaiting potential opportunities [1] - The trader is monitoring several CEX tokens, including $B, $SKYAI, $BANANA, and F3B [1] - The trader is also tracking on-chain tokens like $EGL1, $LIBERTY, and $UPTOP [1] - The trader plans to continue monitoring $USELESS, $CRYBB, and $GOR for potential second-stage opportunities [1] Market Observation - The market's reaction is more influenced by Trump's statements than geopolitical events like ceasefires [1] - The trader acknowledges that market perspectives evolve rapidly, highlighting the impact of different viewpoints on decision-making [1] - The trader believes individual trading decisions reflect personal values and character [1]

Core Viewpoint - The article discusses the recent rebound of gold prices after a dip to 3320, raising questions about potential buying opportunities in the market [1] Group 1 - Gold prices experienced a pullback to 3320 before rebounding, indicating volatility in the market [1] - The article suggests that there may be opportunities for investors to consider bottom-fishing strategies during this rebound [1]

作者 | 深鹏 数据支持 | 勾股大数 据（www.gogudata.com） 谁也没有想到，友谊的小船说翻就翻！ 如果换成普通人，估计无人在意，但两人，偏偏是这个世界上最牛的两个人，一个全世界最有权的人 --美国总统特朗普，一个是全世界最有钱 的人--特斯拉老板马斯克。 因为公开打嘴炮，特斯拉股价单日暴跌 14%，市值一夜蒸发1525亿美元，跌破1万亿美元市值。 这两个一直占据全球政治、经济、科技，以及八卦版面的人物，毫无疑问给足了流量，博主们自然是喜欢得不得了。 不过，作为正经且严肃的财经作者，咱们今天可不是来说两人之间的八卦，而是要探讨一个重要的投资问题： 特斯拉，能抄底吗？ 过山车 01 从去年下半年到现在，美股 7姐妹中，真的没有哪一家公司的股价走势，如特斯拉这般波动。 涨的时候，一个月就可以轻轻松松翻倍；跌的时候，一个月又没了一半。上落都是几千亿美金，折合人民币数万亿，等于不止一个茅台了。 走势堪称过山车，跌宕起伏之余，心脏承受力小一点，恐怕都无法应对。 不过，也必须承认， 这种高波动也带来了不少交易机会， 包括做多和做空，如果是风格激进的投资者，采用衍生品工具做交易，方向又对的 话，收益率相信非 ...