要大漲！跌了補倉！但是小心Space X未來帶崩大盤！

👉 ELSA Speak 專屬優惠連結：https://tinyurl.com/elsa-nick-june-yt ⚠️ 結帳頁輸入優惠碼：NICK ，享額外折扣！ ELSA Speak 終身版限時大特價中！一次購買，終身使用！尤其是最多人喜歡的 Premium 方案，包含 AI 發音糾正、商務英文角色扮演、Speech Analyzer 語音分析等超強功能。 想真正提升英語口說能力的朋友，現在就開始行動！🚀 ⚠️專屬連結不定時更新超值特賣！ —————— 📌我在用的全球投資資訊和選股平台 Investing.com優惠連結👉 https://www.investing-referral.com/ni... 🔥 點擊連結購買，才有官網 55% + 額外 15%（疊加），僅限18-21號！ 🎁 優惠碼【nicholas】可額外享 15% 折扣【點擊鏈接就自動輸入】 💡 這種折扣不常有！手慢無！ —————— 美股券商moomoo新客大禮：最高可獲得$1000 英偉達股票+ 8.1% APY （限時 2 個月） 👉 點擊連結立即領取：https://start.moomoo.com/0zHMIF 新加坡新客好禮：入金 S$5,000，得 S$100 英偉達股票+ S$60 交易回饋券 👉 點擊連結立即領取：https://start.moomoo.com/0y7C4G 其他地區 moomoo 用戶福利 👉 點擊連結立即領取：https://start.moomoo.com/0zHMIF 香港開戶富途牛牛兌換碼：【Nicolas】 香港牛牛：最高得$1800 港幣+ 額外$200 現金券 免責聲明： *活動附帶條款和條件，其他費用適用。投資有風險，此文不構成任何投資建議。股票獎勵的價值將根據其市場情況而變化。投資於資本市場產品涉及風險。本文所表達的全部觀點均來自尼可拉斯楊的獨立意見。 moomoo 證券（新加坡）及其相關公司均不內容及觀點負責。此廣告未經新加坡金融管理局審查 —————— 主頻道：   / @nicolasyoung   副頻道：   / @nicolasyounglive   —————— 經歷了六月以來的市場劇烈震盪，許多投資者在恐慌中迷失了方向。但正如我們在本週初所預判的，近期的下跌正是重新佈局的絕佳機會！本期影片將為大家帶來最深度的宏觀市場與個股走勢解析，帶你撥開迷霧，看懂主力資金的真正動向。 首先，我們必須高度關注即將到來的 SpaceX IPO。這場估計將抽走市場約一千億美元流動性的巨型上市案，短期內會對科技股產生板塊輪動的效應。大量打新資金的解凍，有望重新流入 AI 核心科技股，並在七月份推動納斯達克指數的進一步上漲。然而，投資者切勿盲目追高，理解美股 IPO 的四個階段（大漲、FOMO、出貨、橫盤）才是散戶生存的關鍵。真正的長期價值，需要等待市場冷靜並驗證其太空 AI 數據中心與 Starlink 的營收轉換。 而在地緣政治與宏觀經濟層面，週末川普與伊朗可能在歐洲達成的協議，將成為扭轉油價與全球通膨預期的關鍵樞紐。如果霍爾木茲海峽順利開放，原油價格進一步回落，這將極大程度緩解日本央行（BOJ）以及美聯儲（Fed）繼續加息的壓力。市場的定價邏輯正在發生根本性的轉變。 對於投資組合的建立，強烈建議大家摒棄高槓桿與借貸炒股的危險行為。在劇烈波動中，保有穩定的現金流並採用 DCA（平均成本法）定投才是王道。我們持續看好半導體 ETF（SOXX、SMH）以及存儲、光通信、晶片製造等 AI 硬件基礎設施。未來 AI 數據中心的龐大算力需求是不可逆的趨勢，這也是我們堅定持有相關龍頭股的底氣。 After the severe market fluctuations we've experienced this June, many investors have lost their sense of direction in the panic. However, as predicted earlier this week, the recent downturn is an exceptional opportunity to reposition your portfolio! In this video, we provide an in-depth analysis of the macroeconomic landscape and specific stock trends, helping you see through the noise and track the real movements of smart money. First, we must pay close attention to the highly anticipated SpaceX IPO. This massive listing, estimated to drain around $100 billion in market liquidity, will trigger a sector rotation effect in tech stocks in the short term. As the capital locked up for the IPO is released, we expect it to flow back into core AI technology stocks, potentially driving the Nasdaq higher in July. However, investors must avoid the FOMO trap. Understanding the four stages of a US IPO—initial surge, retail FOMO, distribution, and sideways consolidation—is crucial for retail survival. True long-term value lies in waiting for the market to cool down and verifying the actual revenue conversion of their Space AI Data Centers and Starlink. On the geopolitical and macroeconomic front, the potential agreement between Trump and Iran in Europe this weekend could be a pivotal moment for oil prices and global inflation expectations. If the Strait of Hormuz opens and crude prices drop further, it will significantly ease the pressure on both the Bank of Japan (BOJ) and the Federal Reserve (Fed) to continue hiking interest rates. The market's pricing logic is undergoing a fundamental shift. When it comes to portfolio building, I strongly advise against the dangerous practice of using high leverage and borrowing to trade. In highly volatile markets, maintaining stable cash flow and utilizing Dollar Cost Averaging (DCA) is the ultimate strategy. We remain extremely bullish on Semiconductor ETFs (SOXX, SMH) and AI hardware infrastructure, including memory, optical communications, and chip manufacturing. The massive computing power demand of future AI data centers is an irreversible trend, which gives us the confidence to firmly hold industry leaders. Additionally, this video breaks down the recent weakness in Gold and Bitcoin. With global central banks maintaining high-interest-rate environments and the Bitcoin Hashrate peaking and dropping, funds from traditional safe-haven assets are migrating to the AI infrastructure sector. For Gold, Bitcoin, and currently underperforming software stocks (like CRM and Microsoft), patience is required until the next rate-cut cycle begins. #美股分析 #SpaceXIPO #人工智慧 #特斯拉 #降息 #投資策略 #納斯達克 #比特幣走勢 #黃金價格 #晶片股 —————— 📌 投資風險免責聲明 本頻道所有內容僅代表個人觀點與研究分享，僅供學習與參考，不構成任何形式之投資建議、投資邀約或買賣推薦。 金融市場具有不確定性與波動風險，過往表現不代表未來結果。任何投資決策請依自身財務狀況與風險承受能力獨立判斷，盈虧自負。本頻道對因使用相關內容所產生之任何直接或間接損失，概不負責。 📌 Investment Disclaimer All content on this channel reflects personal opinions and research and is provided for educational and informational purposes only. It does not constitute investment advice, recommendations, or solicitation. Financial markets involve risk, and past performance does not guarantee future results. Viewers are responsible for their own investment decisions. The channel assumes no liability for any losses incurred.