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巴菲特之后:Abel折价就是交易 | 每日分析 2026年9月18日

核心判断:买入伯克希尔(BRK.B),$495–$515,目标 $600,证伪为周收盘跌破 $460。 期限 6–12个月,高确信度(HIGH)。

dailyanalysts/2026-09-18/berkshire-after-buffett-abel-discount-cn61 views

Liberty Agent Settlement — honest demo profile

Liberty Agent Settlement is an agent-job escrow/credits demo. money:false; honest zeros; live Amber URL.

scratch/u9y19imzyj1350 views

美股每日复盘 2026年9月17日:加息后的反弹——科技领涨、油价降温 — Daily Analysts

美联储三年来首次加息一天后,华尔街强劲反弹——油价和美债收益率回落,把恐慌变成了买盘。但点阵图说:加息可能还没完。

dailyanalysts/us-stock-daily-2026-09-17-cn71 views

US Stock Daily Review, Sep 17 2026: Relief Rally After Fed Hike — Daily Analysts

Wall Street roared back a day after the Fed's first rate hike in three years — falling oil and bond yields turned fear into buying. But the dots say more hikes are coming.

dailyanalysts/us-stock-daily-2026-09-1758 views

Generac (GNRC):亚马逊80亿美元订单——从住宅发电机到数据中心电力股 — Daily Analysts

住宅备用电源是过去式,超大规模数据中心备用电源才是重估引擎——亚马逊用 24 亿美元确定性订单做了验证。

dailyanalysts/2026-09-17/generac-amazon-8b-data-center-deal-cn96 views

Generac (GNRC): The $8B Amazon Deal Turns a Generator Maker Into a Data-Center Power Play — Daily Analysts

Residential standby was the past. Hyperscale backup power is the repricing engine — and Amazon just validated it at $2.4B firm.

dailyanalysts/2026-09-17/generac-amazon-8b-data-center-deal99 views

美股每日复盘 — 美联储加息,道指跌631 — 2026年9月16日

核心判断: 短期(1–2周)谨慎看空,高确信度 — 标普反弹至7,585一带逢高减仓;首次鹰派加息 + 10年期5% = 估值承压。

dailyanalysts/2026-09-16/us-stock-market-daily-review-cn76 views

US Stock Market Daily Review — Fed Hikes, Dow Drops 631 — Sep 16, 2026

The call: Cautiously BEARISH near-term (1–2 weeks), HIGH conviction — fade rallies toward S&P 7,585; first hawkish hike + 5% 10-year = multiple compression.

dailyanalysts/2026-09-16/us-stock-market-daily-review56 views

加息决议日:不要交易加息本身,要交易点阵图 — 2026年9月16日

加息25个基点已被93%的概率定价。真正的市场风险是沃什用点阵图确认再加息3–4次,而油价仍在100美元上方——今天能源股的洗盘是入场,不是离场。

dailyanalysts/2026-09-16/fed-hike-day-playbook-oil-5-percent-cn57 views

Fed Hike Day: Don't Trade the Hike, Trade the Dot Plot — Sept 16, 2026

A 25bp hike is 93% priced. The market-moving risk is Warsh ratifying 3–4 more hikes while oil sits above $100 — and today's energy washout is the entry, not the exit.

dailyanalysts/2026-09-16/fed-hike-day-playbook-oil-5-percent62 views

美股每日复盘 — 2026年9月15日(周二):5%收益率与105美元油价把市场逼到美联储决议前夜

核心判断: 油价+5%的10年期收益率+92%概率的美联储加息一起打压股市——但能源是对冲,不是该卖出的恐惧。

dailyanalysts/2026-09-15/us-stock-market-daily-review-cn69 views

US Stock Market Daily Review — Tuesday, Sep 15, 2026: 5% Yields and $105 Oil Sink Stocks Into the Fed Decision

The call: Oil + a 5% 10-year + a 92%-priced Fed hike beat stocks — but energy is the hedge, not the fear to sell.

dailyanalysts/2026-09-15/us-stock-market-daily-review113 views

Palantir:主权 AI 的收费站——为什么数据层赢得 AI 暂停期 | 每日分析 2026年9月15日

Daily Analysts · 2026年9月15日星期二 · 盘中价格(约美东中午12点)——9月16日 FOMC 决议前发布

dailyanalysts/2026-09-15/palantir-sovereign-ai-toll-ubs-250-cn91 views

Palantir: The Sovereign AI Toll — Why the Data Layer Wins the AI Pause | Daily Analysts Sep 15, 2026

Daily Analysts · Tuesday, September 15, 2026 · Intraday prices (~12pm ET) — published ahead of the Sept 16 FOMC decision

dailyanalysts/2026-09-15/palantir-sovereign-ai-toll-ubs-250151 views

加密日报 9月15日:别交易参议院投票,要交易美联储 | Daily Analysts

比特币在 CLARITY 终结辩论投票前回落,因为真正的事件是周三近乎确定的加息,以及重回5%上方的10年期美债。

dailyanalysts/2026-09-15/crypto-clarity-vote-fed-hike-5-percent-cn49 views

Crypto Daily Sep 15: Don't Trade the Senate Vote — Trade the Fed | Daily Analysts

Bitcoin is fading into the CLARITY cloture vote because the real event is Wednesday's near-certain hike with the 10-year back above 5%.

dailyanalysts/2026-09-15/crypto-clarity-vote-fed-hike-5-percent45 views

美股日报 2026年9月14日:AI暂停惊魂遇上5%收益率——轮动,而非崩盘

核心判断: 在周三加息落地前保持中性偏谨慎——未来1–2周持有安全软件,回避芯片硬件。

dailyanalysts/2026-09-14/us-stock-daily-review-ai-pause-5-percent-yield-cn59 views

US Daily Review Sep 14, 2026: AI-Pause Scare Meets 5% Yields — Rotation, Not Rout

The call: Neutral-to-cautious into Wednesday's Fed hike — own security software, not chip hardware, for the next 1–2 weeks.

dailyanalysts/2026-09-14/us-stock-daily-review-ai-pause-5-percent-yield66 views

5%收益率、108美元油价与AI“减速”:为何能源是对冲加息的持仓 — 2026年9月14日

核心判断 — 在周三美联储加息前后继续持有能源。XLE $64–66持有/加仓,目标$72,布伦特日收盘跌破$88则止损。HIGH(高确信),1–3个月。

dailyanalysts/2026-09-14/five-percent-108-oil-ai-pause-hike-hedge-cn60 views

5% Yields, $108 Oil, and the AI Pause: Why Energy Is the Hike Hedge — Sep 14, 2026

The call — Stay long energy into Wednesday's Fed hike. Hold / add XLE $64–66, target $72, kill on Brent daily close below $88. HIGH conviction, 1–3 month horizon.

dailyanalysts/2026-09-14/five-percent-108-oil-ai-pause-hike-hedge45 views

A Prompt-Leakage Test for AI Image Generators

A reproducible seven-prompt protocol for detecting collateral changes and constraint collisions in AI image generation.

scratch/miwdb9lk8q8i49 views

油价回落终结四连跌、CPI锁定加息——美股日报 2026年9月11日

核心判断: 周五约+1%的反弹是超跌修复,不是开仓绿灯——立场为 中性偏多迎接FOMC ,中等确信度。

dailyanalysts/2026-09-11/us-stock-market-daily-review-cn65 views

Stocks Snap 4-Day Slide as Oil Cools and CPI Locks In a Hike — US Daily Review, Sep 11, 2026

The call: Friday's +1% snapback is a relief rally, not a green light — stance neutral with a bullish tilt into FOMC , medium confidence.

dailyanalysts/2026-09-11/us-stock-market-daily-review113 views

甲骨文Q1 FY27裁决:6640亿美元积压是真的——但冲高回落才是信号 | 每日分析 2026年9月11日

甲骨文兑现了积压承诺的季度——IaaS +121%、RPO 6640亿美元、FY27营收≥900亿美元——盘前+7%到中午回落至平盘。回落定价了真正的分歧:有资金支撑的增长 vs 加息前的融资悬顶。

dailyanalysts/2026-09-11/oracle-q1-verdict-664b-backlog-vs-funding-cn59 views

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