以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
KobeissiLetter
14 atoms · 跨 6 天 · 首见 2026-05-06 · 最近 2026-06-02
三色: 🟦 fact 5 · 🟥 take 9 · stance ▲8/▼1/◆5
来源: X 14
时态: fresh:8 · stale:6
标签: 好观点:7 · 好信源:3 · 好数字:3 · 好思考:2
叙事 (narrative) (2)
- 2026-05-26 · 声称投资者在冲突期间大规模轮动至科技和半导体股票导致优势消失
However, as investors rotated aggressively into technology and semiconductor stocks during the conflict, that edge evaporated almost entirely, as these are sectors where active managers tend to be underweight.
tags: 好思考 · → daily
- 2026-06-02 · 报道声称美国与伊朗已停止对话
BREAKING: President Trump says that reports claiming the US and Iran have stopped speaking are "fake news."
tags: 好信源 · → daily
预测 (forecast) (1)
- 2026-05-14 · 预测市场行情未结束
it's not over yet, follow us for more.
tags: 好观点 · → daily
立场 (position) (6)
展开 6 条老旧 / 已过期
- 2026-05-26
[老旧] · 声称错过AI交易代价高昂
Missing the AI trade is incredibly costly.
tags: 好观点 · → daily
- 2026-05-14
[老旧] · 预测准确声明
All of our predictions in those posts came to fruition
tags: 好观点 · → daily
- 2026-05-13
[老旧] · market is underestimating potential outcomes of US-China summit
We continue to believe the market is underestimating the potential outcomes of the US-China summit
tags: 好观点 · → daily
- 2026-05-13
[老旧] · market is significantly underestimating potential catalysts from summit
We believe the market is significantly underestimating the potential catalysts this summit can spark
tags: 好观点 · → daily
- 2026-05-06
[老旧] · 自 3 月 30 日以来一直积极看多
we have been aggressively bullish since March 30th
tags: 好观点 · → daily
value: date=2026-03-30
- 2026-05-06
[老旧] · 5 月 1 日发布警示并上调目标价
On May 1st, we posted the below alert and increased our target
tags: 好观点·好信源 · → daily
value: qty=7250 · date=2026-05-01
事实 (fact) (5)
- 2026-05-26 · 声称该百分比有望连续第四年下降
This percentage is on track for its 4th consecutive annual decline.
tags: 好思考 · → daily
- 2026-05-26 · 声称2026年主动管理型大盘公募基金跑赢标普500的比例仅25%
Just 25% of large-cap active equity mutual funds are beating the S&P 500 year-to-date, the lowest reading since 2021.
tags: 好数字 · → daily
value: qty=25% · date=2026年至今
- 2026-05-26 · 声称即使2008年金融危机高峰期仍有40%主动基金跑赢
Even at the peak of the 2008 Financial Crisis, 40% of active managers were still outperforming the index.
tags: 好数字 · → daily
value: qty=40% · date=2008年金融危机期间
- 2026-05-26 · 声称伊朗战争开始前近50%主动基金跑赢标普500
Yet before the Iran War began, almost 50% were outperforming the S&P 500.
tags: 好数字 · → daily
value: qty=50% · date=伊朗战争开始前
- 2026-05-10 · 发布经济日程
_Key Events This Week:
1. April Existing Home Sales data - Monday
2. April CPI Inflation data - Tuesday
3. April PPI Inflation data - Wednesday
4. OPEC Monthly Report - Wednesday
5. April Retail Sales data - Thursday
6. April Industrial Production data - Friday
More crucial inflation data is ahead of us._
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-02 ·
narrative · 报道声称美国与伊朗已停止对话 · → daily
- 2026-05-26 ·
fact · 声称2026年主动管理型大盘公募基金跑赢标普500的比例仅25% · → daily
- 2026-05-26 ·
fact · 声称该百分比有望连续第四年下降 · → daily
- 2026-05-26 ·
fact · 声称即使2008年金融危机高峰期仍有40%主动基金跑赢 · → daily
- 2026-05-26 ·
fact · 声称伊朗战争开始前近50%主动基金跑赢标普500 · → daily
- 2026-05-26 ·
narrative · 声称投资者在冲突期间大规模轮动至科技和半导体股票导致优势消失 · → daily
- 2026-05-26 ·
position · 声称错过AI交易代价高昂 · → daily
- 2026-05-14 ·
position · 预测准确声明 · → daily
- 2026-05-14 ·
forecast · 预测市场行情未结束 · → daily
- 2026-05-13 ·
position · market is underestimating potential outcomes of US-China sum · → daily
- 2026-05-13 ·
position · market is significantly underestimating potential catalysts · → daily
- 2026-05-10 ·
fact · 发布经济日程 · → daily
- 2026-05-06 ·
position · 自 3 月 30 日以来一直积极看多 · → daily
- 2026-05-06 ·
position · 5 月 1 日发布警示并上调目标价 · → daily
← 实体目录 · 系统日志