这类资产纷纷暴跌回原形，恰恰印证了一个事实：许多押注从一开始就毫无合理逻辑可言。 贝・莱利财富公司首席市场策略师阿特・霍根表示："有时候，非理性的狂热终究会撞上理性的铜墙铁 壁。" 特朗普媒体科技集团：典型败例 最典型的例子当属特朗普媒体科技集团，该公司旗下拥有社交平台 "真实社交"，其股票代码 "DJT" 正 是这位总统姓名的首字母缩写。 特朗普媒体科技集团的股价，俨然成了特朗普大选前景的 "风向标"。嗅觉敏锐、预判特朗普即将胜选 的交易员们大举抢购该股，在 2024 年 10 月末前的五周内，股价直接翻了三倍。 尽管这家公司从未盈利，营收也少得可怜，但大选前几天，华尔街对它的估值却飙至惊人的 110 亿美 元。 唐纳德・特朗普重返白宫，在华尔街和加密货币领域掀起了一阵投资淘金热。 那些与特朗普及其家族相关的企业和加密货币项目，因交易员押注它们将借总统重掌大权之机获益，身 价一度暴涨。 一年后，部分押注特朗普的投资确实赚得盆满钵满，但更多相关投资却轰然崩盘，让那些在热潮初期盲 目跟风入场的投资者损失惨重。 转眼到了如今：该公司股价上周五跌破每股 11 美元，较大选前的峰值暴跌约 80%，市值已不足 30 亿 ...

今日财讯要览 前11月消费品以旧换新惠及超3.6亿人次 柬埔寨明年将对中国公民试行免签政策 朱雀三号重复使用运载火箭发射入轨 11月上海二手房成交近2.3万套 工商银行三年期大额存单起售门槛提至100万元 万达首次赎回一座万达广场 马来西亚重启MH370深海搜寻 美国或禁止约30个国家旅客入境 "特朗普概念股"大跌 1 前11月消费品以旧换新惠及超3.6亿人次 据商务部消息，今年1-11月，消费品以旧换新带动相关商品销售额超2.5万亿元，惠及超3.6亿人次。其 中，汽车以旧换新超1120万辆；家电以旧换新超12844万台；手机等数码产品购新补贴超9015万件；电 动自行车以旧换新超1291万辆；家装厨卫"焕新"超1.2亿件。 2 柬埔寨明年将对中国公民试行免签政策 12月3日，朱雀三号遥一运载火箭在东风商业航天创新试验区发射升空，按程序完成了飞行任务，火箭 二级进入预定轨道。 4 11月上海二手房成交近2.3万套 12月3日，上海市房地产交易中心数据显示，2025年11月，上海二手房网签成交合计22943套，环比10月 份的18483套上涨约24%，创下自今年5月以来的成交套数新高，成交量企稳信号明显。 图： ...

Group 1 - The potential nomination of the next Federal Reserve Chairman by President Trump is expected to be announced in early 2026, with current Chairman Powell's term ending in May 2026 [1] - Kevin Hassett, the Director of the White House National Economic Council, is considered the top candidate for the next Federal Reserve Chairman according to sources close to Trump [1] - Concerns have been raised regarding the independence of the Federal Reserve, especially in light of Trump's repeated criticisms of Powell's monetary policy and threats to remove him from office [1] Group 2 - Intel's stock rose over 8%, while Trump-related stocks experienced multiple trading halts, and popular Chinese concept stocks saw declines, with Xpeng dropping nearly 8% [2] - A Suzhou-based innovative pharmaceutical company is pushing for an IPO in Hong Kong despite having debts of 2.7 billion and losses exceeding 2 billion, with Tencent and Hillhouse Capital participating in the investment [2] - A leading medical beauty company in A-shares faced delisting due to financial fraud, resulting in a 90% drop in market value after experiencing five consecutive days of trading halts prior to suspension [2]

美股科技股普涨，万得美国科技七巨头指数涨0.61%，苹果涨超1%，脸书涨近1%。 芯片股多数上涨，费城半导体指数涨1.83%，英特尔涨超8%，恩智浦半导体涨逾7%，微芯科技涨超 6%。 波音涨超10%，创4月份以来最大单日涨幅。消息面上，据证券时报e公司消息，波音表示，实现100亿 美元的长期现金流目标具有可行性，并预计美国司法部处罚决定将推迟至2026年. | 波音(BOEING) G > | | | --- | --- | | BA.N | | | 205.410 | 量2256万 股本 7.60亿 市盈 -15.35 月得 | | +18.950+10.16% 换 2.79% 市值 1560亿 市净 -18.90 | | | 盘后 205.31 -0.10 -0.05% | 17:10 美东 | | SP. 五日 日K | 周K 月K 更多 | | 鹽加 | 均价: 202.229 卖1 205.490 10 | | 205.775 | 10.36% 买1 205.250 30 | | 15:59 205.450 41 | | | 15:59 205.450 37 | | | 186.460 | 15: ...

Core Viewpoint - The article discusses the potential investment opportunities in the U.S. housing finance giants, Fannie Mae and Freddie Mac, highlighting their significant profit potential and the upcoming IPO that could transform them from concept stocks to reality [2][3][7]. Group 1: Current Status of Fannie Mae and Freddie Mac - Fannie Mae's projected net profit for 2024 is $11.6 billion, indicating steady growth despite past fluctuations [9]. - The combined valuation of Fannie Mae and Freddie Mac is estimated to be between $500 billion and $700 billion, based on their profits [11]. - Fannie Mae's current market capitalization is approximately $92 billion, reflecting a significant increase [12]. Group 2: Historical Context and Government Intervention - The story of Fannie Mae and Freddie Mac began in 2008 during the financial crisis, leading to government intervention and the companies being placed under a conservatorship [16][19]. - The government required these entities to pay a 10% dividend on senior preferred stock, which significantly impacted their ability to retain earnings [19]. - In 2012, the Obama administration unilaterally changed the terms of the conservatorship, requiring all profits to be paid to the government, which effectively stripped shareholders of their rights [19][21]. Group 3: Legal Challenges and Future Outlook - Since 2013, numerous lawsuits have been filed against the government regarding the treatment of Fannie Mae and Freddie Mac, with a recent ruling in favor of shareholders [25][28]. - The potential for an IPO has been reignited, especially with the possibility of Trump’s re-election, which could lead to significant market movements [30][32]. - If the companies achieve a market valuation of $500 billion, existing shareholders could see their equity diluted but still retain substantial value [32].

今天很多读者给我留言，猫哥快看，川大智胜真的涨停了！a股简直就是在胡搞！ 其实这事也不新鲜，特朗普在国内有些地方也会被翻译成川普，a股没有公司名字叫特朗普，那么川大已经是字意上最接近的，再加上智胜，听起来就好 彩头，于是几年前就被当作特朗普概念股炒了。 刚开始的几次媒体报道都当笑话和闹剧看，但随着联动的次数越来越多，原本野生的概念也逐渐形成了共识。币圈李笑来有一句流传很广的话，傻逼的共 识也是共识。只要是共识，那就是有价值的。 包括a股之前炒名字里有龙有凤的玄学主线，也都是原创概念，自行搭建共识。但你不要觉得他们是瞎几把胡炒，这些资金看似博傻，但却不是真傻，他 们会精心挑选那些盘子小的，大股东被规则限制无法坚持减持的，里面套牢的公募机构少的股票来进行炒作，主打一个各玩各的，绝不抬轿，互不接盘。 你可以说这是a股的乱象之一，但并不是a股特产，无论是美股还是币圈，都有类似的现象。a股的问题是只有这些邪门歪道，而没有正本清源的王道。我 们的王道早就被年复一年的融资抽血给搞坏了。 多说一句，炒作川大智胜的注意有赚就走，之前几次特朗普概念都是帅不过三天。 统计局公布了6月份最新的70个大中型城市的房价，先上表格。 …… ...