币圈大幂幂

旱的旱绝收，涝的涝满溢，当前市场正处于极致撕裂的状态。
持仓者满心焦灼，只因手中标的未迎涨停，涨幅始终落后于人；
空仓者备受煎熬，只因错失当下行情，回本之路遥遥无期；
观望者进退维谷，只因强势股已至高位，无从择股入场；
场外者焦虑难安，眼看他人在市场获利，自己存款躺赚微薄利息、薪资迟迟难涨，深陷阶层滑落的恐慌；
价值投资者倍感迷茫，领涨赛道尽是业绩空窗的标的，坚守逻辑屡屡落空；
情绪投资者如履薄冰，无从判断情绪拐点何时出现，日日在忐忑中博弈；
技术派束手无策，行情走势完全脱离技术指标，过往体系尽数失效；
基本面派手足无措，基本面优劣不再是涨跌核心，价值锚点彻底偏移。
这般极致割裂的行情，本质是当下社会深层变革的投射，这样的格局或将持续三至五年。正如马斯克所言，未来三到七年，全球经济都将是冰火两重天——一面是部分行业萧条下行、失业压力加剧，一面是核心领域极度繁荣、供需严重失衡。
放到股市来看，如今涨得猛的多是看不懂的赛道，看得懂的优质标的反倒纹丝不动。当下行情的核心逻辑早已不是当下业绩，而是对未来的预期炒作，市场真正认可的是业绩兑现的可能性。想要跟上节奏，关键在于思维迭代：跳出传统价值投资的固有框架，主动拥抱流量思维与科技思维，谁能紧握流量红利、掌控科技风口，谁便能在市场中占据主动。
行情放大了人性的贪欲，贪欲又进一步放大了人性的弱点。此刻的市场，理性与非理性激烈碰撞，痛苦与喜悦反复交织，成了当下最真实的写照。

最近马斯克超长视频大火了，马斯克全程开大，语不惊人死不休.
总结就是这几点：

The four stocks that were all-in with my fellow veterans at the start of the day are all surging together toward the peak, each pushing ahead of the other, no one willing to back down! The feeling of advancing side by side, sharing the gains, is absolutely exhilarating～[wink][wink][wink][giggle][giggle][giggle]

Waving goodbye, big things ahead～ Stopping loss isn't a loss, it's pulling out in time to grab better opportunities, making the most of every dollar's efficiency. A new target has been locked in, full attack underway!
Meat is on the way!

Win big! Grabbed a 14.6cm gain, took profit and switched positions seamlessly! This profit is absolutely delicious～ If you missed it, another regrettable moment added to the list!

老铁们早上好！新的一周，新的搞钱动力！[努力]上班打卡啦～点赞+回帖178，好运财运跟着来！[给力][给力]

论航天趋势股的稳健性，航天发展当属翘楚，但其业绩亏损的现状却令人费解。实则答案藏于其身份之中——作为航天一院的头号上市载体，这样的业绩表现，放在航空航天行业框架下完全能够得到合理解读。

I thought the auntie was just joking around, but I didn't expect her to actually open an account and plan to go all-in on the commercial aerospace sector.
It's hard to tell whether this is a real story or just marketing hype, but it's truly heartbreaking to see how easily one can miss out in the A-share market—especially when you're scared of high prices.
Right now, this sector is absolutely hot, and I'm truly afraid to jump in again [tears][tears][tears], missing yet another chance to completely change my fate.
That said, objectively speaking, China's commercial aerospace industry has come a long way and is now fully capable of competing on the world stage.

The power sector is facing positive developments! Musk stated that the core key to AI computing power lies in electricity, sparking immediate market debate: Is the trend driven by nuclear fusion, new energy, or merely speculative hype around AI computing power?
The power energy sector encompasses numerous sub-segments, with traditional power, photovoltaics, energy storage, and nuclear fusion all vying for dominance. Musk's strategic moves have expanded from commercial spaceflight and brain-computer interfaces to robotics, drawing attention to the shifting momentum across these sectors.
Following the commercial spaceflight boom, what's next? Nuclear fusion, AI applications, or semiconductor technology? Since the beginning of 2026, the细分 segments within the big technology sector have continued to rotate and remain actively engaged.

The financial sector has once again sparked intense debate! Zhejiang Securities' fixed-income chief analyst is embroiled in controversy over 'intentionally not flipping short,' with media reporting on January 8 that the Zhejiang Securities Regulatory Bureau has initiated an investigation into the matter.
Now, many financial professionals openly discuss industry insider practices on their social media circles, indicating that such behaviors have long been commonplace within the industry. Even though one may know the analyst's statements are truthful and acknowledge that the financial world is far from pure, the fact remains that market trends—bullish or bearish—can hinge on the whims of just a few individuals. Yet, this harsh truth still deeply wounds the hearts of ordinary investors.
Just as finding a single cockroach in your home is never an isolated incident but rather a warning sign of a larger infestation, so too does this case reveal systemic issues lurking beneath the surface. Some financial professionals openly expose industry secrets, completely disregarding national financial laws and regulations—such brazen behavior is truly shocking. Only by promptly identifying problems and taking decisive corrective actions can we prevent risks from spreading. Ignoring this warning sign could lead to even more serious threats to the overall financial market ecosystem.

Major breakthrough! A team from Peking University has developed the world's first multi-physical-domain fusion computing architecture, accelerating computing power by nearly four times. It has been published in Nature Electronics, marking a fundamental original breakthrough that breaks through technological bottlenecks.
This technology optimizes the efficiency of core Fourier transforms, empowering fields such as AI, autonomous driving, 6G, and medical imaging. After deployment, it will achieve a significant leap in performance, greatly upgrading the experience of smartphones and AI devices.
With the surge in demand for AI computing power, this key technological breakthrough arrives at the right time. The computing power sector is expected to soar next week, offering new opportunities for investors holding shares.

Baidu is not S, the laws of heaven cannot be tolerated
Initially relying on false advertisements, aiding and abetting evil, with blood on its hands, now filled with pornographic and suggestive images, polluting people's eyes, searching for information, all you see are ads. Baidu is not S, the laws of heaven cannot be tolerated

If this continues, commercial spaceflight might be a hot topic for several years

China submits applications for over 200,000 new satellites; commercial space sector enters true breakthrough phase
Major weekend利好! China has applied to the International Telecommunication Union for over 200,000 satellite frequency and orbital resources, vastly surpassing SpaceX's Starlink and strongly deterring its risky actions.
Commercial space is the core long-term theme in China's A-share market, with significant gains in related stocks, but investors must carefully distinguish genuine projects—simply having "space" in the name does not mean actual business involvement. Previously, China's commercial space satellite plans were only in the tens of thousands, significantly lagging behind Starlink's 42,000 satellites. Moreover, Starlink has twice dangerously approached China's space station, forcing emergency evasive maneuvers.
This new application of 200,000 satellites by December 2025, excluding previously applied-for and launched satellites by China Satellite Network, represents a significantly unexpected and powerful positive development, marking China's space sector entering a new phase of both quantity and value growth. Over 190,000 of these satellites come from a newly established Radio Innovation Institute, highlighting that satellite frequency and orbital resources have now been elevated to a national strategic level.
These satellites span more than ten constellations, with the CTC-1 and CTC-2 from the Radio Innovation Institute being the largest, each comprising 96,714 satellites; China Mobile, Yuanxin Satellite, Guodian Gaoke, and others have also applied for constellations of thousands of satellites.
Although there remains a gap between application and actual launch, China's credibility is solid, and the golden age of commercial space has arrived. Chinese satellites will surpass Starlink in both quality and quantity, safeguarding peace in outer space and building a community with a shared future for humanity in space.

Going viral! Cancelation of end-of-term unified exams for primary and middle schools, including grades 10 and 11, with multiple regions issuing notices.
Source: Yangtze Evening Post
In recent days, news has emerged from Qingdao, Chengdu, Beijing, and other areas about the cancellation of end-of-term unified exams. The topic "Multiple regions cancel end-of-term unified exams for grades 10 and 11" has quickly gone viral.
"Will the end-of-term exams for junior high schools be canceled?" "Will elementary schools also cancel them?" On social media, parents across the country are actively discussing the news.
Some parents are very hopeful that their children's schools will cancel the end-of-term assessments, while others are leaving messages to education authorities, urging them "not to cancel the unified exams."

China submits applications for over 200,000 new satellites; commercial space sector enters true breakthrough phase
Weekend super positive news! China has applied to the International Telecommunication Union for over 200,000 satellite frequency and orbital resources, vastly surpassing SpaceX's Starlink and strongly deterring its risky actions.
Commercial space is the core long-term theme in China's A-share market, with significant gains in related stocks, but investors must carefully distinguish genuine projects—just having 'space' in the name does not imply relevant business. Previously, China's commercial space satellite plans were only in the tens of thousands, significantly lagging behind Starlink's 42,000 satellites, and Starlink had twice dangerously approached China's space station, forcing China to take emergency evasive maneuvers.
This new application of 200,000 satellites by December 2025 does not include previously applied-for or launched satellites by China Satellite Network, making it a highly unexpected and major positive development, marking China's space industry entering a new phase of both quantity and value growth. Over 190,000 of these satellites come from a newly established Radio Innovation Institute, demonstrating that satellite frequency and orbital resources have risen to the level of national strategy.
These satellites span over ten constellations, with the CTC-1 and CTC-2 from the Radio Innovation Institute being the largest, each with 96,714 satellites; China Mobile, Yuanxin Satellite, Guodian Gaoke, and others have also applied for constellations of thousands of satellites.
Although there remains a gap between application and actual launch, China's credibility is solid, and the golden age of commercial space has arrived. Chinese satellites will surpass Starlink in both quantity and quality, safeguarding peace in outer space and building a community with a shared future for humanity in space.

Positive news surge! The humanoid robot sector is receiving a major catalyst, likely to see strong momentum next week, with key beneficiaries poised to soar!
At 5:45 PM today, Cailian Press reported that XJC Transmission, a Tier 1 supplier for Tesla's humanoid robot T-chain, is currently pushing forward its IPO application. This news has directly ignited sector sentiment, thrilling investors holding shares, with industry experts unanimously recognizing it as a significant positive development for the humanoid robot field.
XJC Transmission specializes in core components such as planetary roller screws and is a key member of Tesla's supply chain, wielding substantial market influence. Its IPO progress is not only a clear signal of industrial acceleration but will also attract additional capital and market attention, further solidifying the sector's growth momentum.
The humanoid robot supply chain—especially the core components segment—has long had a clear and highly certain growth logic. The successful IPO of XJC Transmission will continue to strengthen the bullish expectations for the sector, accelerating industry development.
With such positive momentum, the humanoid robot sector is expected to unleash full force next week. Holders, stay seated and hold on tight—prepare for the market surge!
Key beneficiary companies: Shuanghuan Transmission, Zhongma Transmission, Lan Dai Technology, Tuopu Group, Xusheng Group, Sanhua Intelligent Control, Qinchuan Machine Tool, HuaZhong Numerical Control, Huada Technology, Jingdeng Technology.

First batch of annual report profit forecasts revealed! 21 companies show profit increases exceeding 100%, with one company forecasting a 1355.24% increase, temporarily ranking as the 'Top Profit Forecaster'
After the New Year holiday, a number of companies have gradually released their annual profit forecasts. Historically, a small number of companies tend to disclose their forecasts before January 10th, while the period after January 10th marks the peak season for annual report forecasts.
Currently, the first batch of companies with profit increases has been unveiled. More than 60 companies on the Shanghai and Shenzhen stock exchanges have announced profit increases, with over 50 companies excluded from being suspended. A significant number of companies are showing substantial profit growth, with 21 companies forecasting profit increases above 100%. One company has a forecasted median profit increase of 1355.24%, temporarily leading the market as the 'Top Profit Forecaster'.
Objective data statistics are for reference only!

After China applied for 200,000 satellites, the U.S. urgently approved the next-generation constellation plan on January 9, aiming to add 7,500 more satellites on top of the existing 8,000, with both countries closely monitoring the golden low Earth orbit between 340 and 485 km.
Satellite frequencies and orbits are irreplaceable global public resources; international rules should ensure fair distribution, yet the U.S. has turned them into a 'first-come, first-served' race. Starlink satellites have already occupied nearly two-thirds of the low Earth orbit in use—close to 10,000— and have twice come dangerously close to China's space station, forcing emergency avoidance maneuvers.
The U.S. claims to lower 4,400 Starlink satellites to safer altitudes to enhance space safety, while in reality, there are already 1.2 million pieces of space debris in orbit, traveling at 27,000 km/h. Collisions would result in catastrophic consequences. Previously, Starlink satellites were suspected of exploding and creating space debris; adding more satellites is akin to increasing risks.
This move essentially extends U.S. space hegemony. The U.S. already monopolizes 80% of the golden navigation frequency bands. Seeing China's Tianwang and Honghu constellations advancing, it feels anxious and attempts to monopolize low Earth orbit. It also leads the Artemis Accords and space supply chain alliances, creating exclusive groups to set new rules and control technology, pressuring other nations to take sides.
U.S. satellite expansion has already harmed global interests: interfering with astronomical observations, and being exploited by terrorist and fraud groups, becoming tools for interfering in other countries' internal affairs, pushing space toward a security crisis.
China's satellite applications are compliant and legal, based on national development and peaceful use of space. The U.S., however, is reacting irrationally out of hegemonic anxiety. Space is the shared home of humanity, not the U.S. backyard. The U.S.'s actions should be met with vigilance from the international community.

China must fully confront Japan on the international stage, firmly enforcing the Potsdam Proclamation, recognizing Japan's sovereignty only over four islands. Any act denying the Potsdam Proclamation undermines the post-war order, and China will respond with action.

The more China treats Japan as an equal, the less Japan treats China as an equal.

Going forward, there must be no talks on maritime boundary delimitation in the East China Sea. China will only discuss the full implementation of the Potsdam Proclamation with Japan.