Entity Index

自动 derive: 2026-06-23 · 599 个实体 · 1119 条 claim

数据来源: ledger.jsonl · 系统日志: log.md

公司 / Tickers (大写英文) (89)

• NVDA — 24 claim (2026-04-10 → 2026-06-19)
• AMZN — 14 claim (2026-04-09 → 2026-06-13)
• AVGO — 12 claim (2026-04-14 → 2026-06-17)
• MSFT — 12 claim (2026-04-09 → 2026-06-16)
• TSM — 12 claim (2026-04-15 → 2026-06-10)
• DRAM — 11 claim (2026-04-07 → 2026-06-10)
• SNDK — 11 claim (2026-04-13 → 2026-06-09)
• HDD — 10 claim (2026-04-06 → 2026-06-16)
• AMD — 9 claim (2026-04-16 → 2026-06-17)
• MU — 8 claim (2026-05-05 → 2026-06-11)
• QCOM — 7 claim (2026-04-26 → 2026-05-15)
• TSLA — 5 claim (2026-04-20 → 2026-06-12)
• ARM — 4 claim (2026-05-20 → 2026-05-31)
• CCL — 4 claim (2026-05-30 → 2026-06-20)
• GENI — 4 claim (2026-04-25 → 2026-04-25)
• HBM — 4 claim (2026-04-13 → 2026-06-06)
• LITE — 4 claim (2026-04-06 → 2026-04-21)
• NAND — 4 claim (2026-04-29 → 2026-06-06)
• SNOW — 4 claim (2026-05-13 → 2026-05-27)
• ADBE — 3 claim (2026-06-16 → 2026-06-16)
• ALAB — 3 claim (2026-04-10 → 2026-06-18)
• AWS — 3 claim (2026-04-20 → 2026-05-01)
• CTA — 3 claim (2026-04-15 → 2026-04-26)
• MRVL — 3 claim (2026-06-02 → 2026-06-02)
• NOW — 3 claim (2026-04-22 → 2026-04-22)
• OKTA — 3 claim (2026-05-29 → 2026-05-30)
• SATS — 3 claim (2026-04-14 → 2026-06-12)
• SPX — 3 claim (2026-05-15 → 2026-06-03)
• TEAM — 3 claim (2026-04-30 → 2026-05-01)
• WDC — 3 claim (2026-06-16 → 2026-06-18)
• WOLF — 3 claim (2026-05-12 → 2026-06-18)
• ZS — 3 claim (2026-04-09 → 2026-05-26)
• CRWV — 2 claim (2026-05-01 → 2026-05-01)
• DDOG — 2 claim (2026-05-14 → 2026-05-30)
• DELL — 2 claim (2026-05-28 → 2026-06-03)
• HRT — 2 claim (2026-06-07 → 2026-06-07)
• MLCC — 2 claim (2026-05-29 → 2026-06-16)
• MTK — 2 claim (2026-05-16 → 2026-06-06)
• NET — 2 claim (2026-04-09 → 2026-05-10)
• SPOT — 2 claim (2026-05-15 → 2026-05-15)
• TTWO — 2 claim (2026-05-14 → 2026-05-14)
• ZM — 2 claim (2026-04-19 → 2026-04-19)
• AAOI — 1 claim (2026-05-07 → 2026-05-07)
• AIO — 1 claim (2026-05-19 → 2026-05-19)
• ASE — 1 claim (2026-06-13 → 2026-06-13)
• ASML — 1 claim (2026-05-28 → 2026-05-28)
• BABA — 1 claim (2026-04-16 → 2026-04-16)
• BE — 1 claim (2026-04-28 → 2026-04-28)
• BWXT — 1 claim (2026-05-12 → 2026-05-12)
• COHR — 1 claim (2026-04-19 → 2026-04-19)
• CPO — 1 claim (2026-06-09 → 2026-06-09)
• CPU — 1 claim (2026-05-11 → 2026-05-11)
• CTV — 1 claim (2026-05-01 → 2026-05-01)
• CUDA — 1 claim (2026-05-22 → 2026-05-22)
• DBNE — 1 claim (2026-05-10 → 2026-05-10)
• FLEX — 1 claim (2026-05-30 → 2026-05-30)
• FRMI — 1 claim (2026-06-17 → 2026-06-17)
• FROG — 1 claim (2026-05-26 → 2026-05-26)
• GCP — 1 claim (2026-05-13 → 2026-05-13)
• GEV — 1 claim (2026-05-27 → 2026-05-27)
• GLW — 1 claim (2026-04-19 → 2026-04-19)
• GPU — 1 claim (2026-05-30 → 2026-05-30)
• GS — 1 claim (2026-06-06 → 2026-06-06)
• GTLB — 1 claim (2026-04-09 → 2026-04-09)
• HBF — 1 claim (2026-06-02 → 2026-06-02)
• IFX — 1 claim (2026-05-03 → 2026-05-03)
• IGV — 1 claim (2026-05-29 → 2026-05-29)
• KYEC — 1 claim (2026-06-13 → 2026-06-13)
• MCHP — 1 claim (2026-06-01 → 2026-06-01)
• MNDY — 1 claim (2026-05-11 → 2026-05-11)
• MS — 1 claim (2026-04-20 → 2026-04-20)
• NVTS — 1 claim (2026-04-21 → 2026-04-21)
• OKLO — 1 claim (2026-05-08 → 2026-05-08)
• ORCL — 1 claim (2026-04-27 → 2026-04-27)
• PANW — 1 claim (2026-05-13 → 2026-05-13)
• PLTR — 1 claim (2026-05-04 → 2026-05-04)
• PSTG — 1 claim (2026-05-11 → 2026-05-11)
• RBLX — 1 claim (2026-04-30 → 2026-04-30)
• ROKU — 1 claim (2026-06-12 → 2026-06-12)
• RVMD — 1 claim (2026-06-18 → 2026-06-18)
• SAP — 1 claim (2026-05-05 → 2026-05-05)
• SEC — 1 claim (2026-04-14 → 2026-04-14)
• SMCI — 1 claim (2026-06-09 → 2026-06-09)
• SMR — 1 claim (2026-05-08 → 2026-05-08)
• STX — 1 claim (2026-04-06 → 2026-04-06)
• TWLO — 1 claim (2026-05-10 → 2026-05-10)
• VRT — 1 claim (2026-06-16 → 2026-06-16)
• XLK — 1 claim (2026-05-15 → 2026-05-15)
• ZYME — 1 claim (2026-06-18 → 2026-06-18)

公司 / 概念 (英文 / 混合) (119)

• Anthropic — 57 claim (2026-04-02 → 2026-06-13)
• Meta — 26 claim (2026-04-08 → 2026-06-16)
• Cerebras — 25 claim (2026-04-16 → 2026-05-23)
• SpaceX — 22 claim (2026-04-20 → 2026-06-16)
• Google — 19 claim (2026-04-26 → 2026-06-18)
• Intel — 18 claim (2026-04-02 → 2026-06-02)
• OpenAI — 15 claim (2026-04-02 → 2026-06-17)
• Trump — 12 claim (2026-04-04 → 2026-05-23)
• AI capex — 8 claim (2026-04-07 → 2026-06-13)
• Apple — 6 claim (2026-05-03 → 2026-06-17)
• Claude — 6 claim (2026-04-08 → 2026-06-12)
• Gemini — 6 claim (2026-05-13 → 2026-05-19)
• ChatGPT — 5 claim (2026-04-17 → 2026-05-27)
• GTA6 — 5 claim (2026-05-01 → 2026-05-14)
• SK Hynix — 4 claim (2026-05-08 → 2026-06-07)
• xAI — 4 claim (2026-05-06 → 2026-06-05)
• Fable 5 — 3 claim (2026-06-09 → 2026-06-09)
• Fed — 3 claim (2026-06-05 → 2026-06-17)
• Jensen — 3 claim (2026-05-12 → 2026-06-17)
• Kioxia — 3 claim (2026-04-07 → 2026-05-17)
• Atlassian — 2 claim (2026-04-19 → 2026-04-19)
• Bloom Energy — 2 claim (2026-05-28 → 2026-05-28)
• Citadel Alpha Capture — 2 claim (2026-06-02 → 2026-06-02)
• Citadel Token Index — 2 claim (2026-06-11 → 2026-06-11)
• Databricks — 2 claim (2026-06-18 → 2026-06-18)
• Einhorn — 2 claim (2026-05-12 → 2026-05-12)
• GPT-5.5 — 2 claim (2026-04-23 → 2026-04-23)
• Lenovo — 2 claim (2026-05-22 → 2026-05-22)
• Palantir — 2 claim (2026-04-19 → 2026-04-19)
• Trainium — 2 claim (2026-04-20 → 2026-04-20)
• Uber — 2 claim (2026-04-15 → 2026-05-04)
• 13F — 1 claim (2026-05-16 → 2026-05-16)
• 800VDC — 1 claim (2026-06-09 → 2026-06-09)
• AI PCB TAM — 1 claim (2026-06-13 → 2026-06-13)
• ALAB (Scorpio X).md) — 1 claim (2026-05-19 → 2026-05-19)
• APP (AppLovin).md) — 1 claim (2026-05-06 → 2026-05-06)
• ASICs — 1 claim (2026-04-29 → 2026-04-29)
• Agent — 1 claim (2026-04-23 → 2026-04-23)
• Alicloud — 1 claim (2026-04-16 → 2026-04-16)
• Asia Risk — 1 claim (2026-05-31 → 2026-05-31)
• BA, MA, MRVL, V — 1 claim (2026-05-23 → 2026-05-23)
• BKNG/EXPE — 1 claim (2026-05-03 → 2026-05-03)
• Blackwell — 1 claim (2026-06-07 → 2026-06-07)
• Bloom Energy (BE).md) — 1 claim (2026-06-01 → 2026-06-01)
• CBRS LPU/WSE — 1 claim (2026-05-10 → 2026-05-10)
• CCL (FR4).md) — 1 claim (2026-06-13 → 2026-06-13)
• Composer 2 — 1 claim (2026-05-02 → 2026-05-02)
• Crusoe — 1 claim (2026-06-09 → 2026-06-09)
• Cursor — 1 claim (2026-05-02 → 2026-05-02)
• Cursor harness — 1 claim (2026-05-02 → 2026-05-02)
• Custom Silicon — 1 claim (2026-04-29 → 2026-04-29)
• DG (Dollar General).md) — 1 claim (2026-04-08 → 2026-04-08)
• Dan Loeb (Third Point).md) — 1 claim (2026-06-02 → 2026-06-02)
• DeepSeek V4 — 1 claim (2026-04-29 → 2026-04-29)
• DeepSeek v4 — 1 claim (2026-04-24 → 2026-04-24)
• EXPE (Expedia).md) — 1 claim (2026-04-15 → 2026-04-15)
• Edgewater — 1 claim (2026-04-16 → 2026-04-16)
• Expedia — 1 claim (2026-05-10 → 2026-05-10)
• FLEX SpinCo — 1 claim (2026-05-05 → 2026-05-05)
• Figma — 1 claim (2026-05-07 → 2026-05-07)
• G7 — 1 claim (2026-06-16 → 2026-06-16)
• GTA Online — 1 claim (2026-05-14 → 2026-05-14)
• GaN — 1 claim (2026-04-21 → 2026-04-21)
• HPE/HPQ — 1 claim (2026-04-21 → 2026-04-21)
• Hyperscaler — 1 claim (2026-05-06 → 2026-05-06)
• Hyperscaler AI CapEx — 1 claim (2026-05-10 → 2026-05-10)
• Hyperscaler Capex — 1 claim (2026-05-06 → 2026-05-06)
• INTC/MU — 1 claim (2026-05-11 → 2026-05-11)
• Ibiden (4062 JT).md) — 1 claim (2026-06-20 → 2026-06-20)
• Infineon — 1 claim (2026-05-27 → 2026-05-27)
• Jensen (NVDA).md) — 1 claim (2026-05-20 → 2026-05-20)
• Kaori — 1 claim (2026-06-19 → 2026-06-19)
• Ken Griffin (Citadel).md) — 1 claim (2026-05-16 → 2026-05-16)
• King Slide — 1 claim (2026-06-13 → 2026-06-13)
• Kingboard — 1 claim (2026-05-23 → 2026-05-23)
• Kingboard Laminates — 1 claim (2026-05-30 → 2026-05-30)
• LPDDR5 — 1 claim (2026-05-31 → 2026-05-31)
• MSFT (Azure/Office).md) — 1 claim (2026-04-09 → 2026-04-09)
• MTK TPU v9 — 1 claim (2026-06-20 → 2026-06-20)
• Mag 7 — 1 claim (2026-06-17 → 2026-06-17)
• Mega cap internet — 1 claim (2026-04-01 → 2026-04-01)
• Megaspeed — 1 claim (2026-05-13 → 2026-05-13)
• Morgan Stanley — 1 claim (2026-05-14 → 2026-05-14)
• Musk — 1 claim (2026-06-12 → 2026-06-12)
• NVIDIA Nemotron 3 Ultra — 1 claim (2026-06-06 → 2026-06-06)
• NVL576 — 1 claim (2026-05-30 → 2026-05-30)
• Noam Shazeer — 1 claim (2026-06-17 → 2026-06-17)
• Nokia — 1 claim (2026-04-24 → 2026-04-24)
• Nvidia NVL72 — 1 claim (2026-06-05 → 2026-06-05)
• OKLO/SMR — 1 claim (2026-05-08 → 2026-05-08)
• Oil Price — 1 claim (2026-05-31 → 2026-05-31)
• OpenClaw — 1 claim (2026-04-23 → 2026-04-23)
• Optimus — 1 claim (2026-04-13 → 2026-04-13)
• Opus 4.8 — 1 claim (2026-05-28 → 2026-05-28)
• PCB/Substrate — 1 claim (2026-05-23 → 2026-05-23)
• Pod shop — 1 claim (2026-05-04 → 2026-05-04)
• Powertech — 1 claim (2026-06-13 → 2026-06-13)
• ROKU OS — 1 claim (2026-05-01 → 2026-05-01)
• Rubin GPU — 1 claim (2026-05-06 → 2026-05-06)
• SKM (SK Telecom).md) — 1 claim (2026-04-14 → 2026-04-14)
• SNOW (Cortex Code).md) — 1 claim (2026-05-30 → 2026-05-30)
• SPX RSI — 1 claim (2026-04-17 → 2026-04-17)
• SaaS UI — 1 claim (2026-05-22 → 2026-05-22)
• SaaS/IGV — 1 claim (2026-04-11 → 2026-04-11)
• Samsung — 1 claim (2026-05-17 → 2026-05-17)
• Sell-side — 1 claim (2026-04-14 → 2026-04-14)
• Semicap — 1 claim (2026-06-03 → 2026-06-03)
• Shopify Sidekick — 1 claim (2026-05-10 → 2026-05-10)
• Snowflake — 1 claim (2026-05-20 → 2026-05-20)
• Starlink — 1 claim (2026-05-01 → 2026-05-01)
• TPU 8i — 1 claim (2026-06-08 → 2026-06-08)
• TPU v10 — 1 claim (2026-06-11 → 2026-06-11)
• Unimicron / NYPCB — 1 claim (2026-05-23 → 2026-05-23)
• Union Tool — 1 claim (2026-05-16 → 2026-05-16)
• Unity — 1 claim (2026-05-12 → 2026-05-12)
• Vance — 1 claim (2026-04-11 → 2026-04-11)
• Vera Rubin — 1 claim (2026-06-17 → 2026-06-17)
• WinWay — 1 claim (2026-05-30 → 2026-05-30)
• Zhen Ding — 1 claim (2026-06-13 → 2026-06-13)

人物 (17)

• 原油 — 16 claim (2026-04-01 → 2026-06-18)
• 存储板块 — 15 claim (2026-04-09 → 2026-06-06)
• 伊朗局势 — 14 claim (2026-04-02 → 2026-06-15)
• 软件板块 — 10 claim (2026-04-08 → 2026-05-29)
• 光模块 — 6 claim (2026-04-19 → 2026-06-13)
• 中国 — 3 claim (2026-04-27 → 2026-05-18)
• 对冲基金 — 3 claim (2026-04-17 → 2026-05-14)
• 企业 — 2 claim (2026-04-23 → 2026-04-23)
• 伊朗官方 — 2 claim (2026-04-11 → 2026-06-11)
• 印度 — 2 claim (2026-04-03 → 2026-04-04)
• 原油价格 — 2 claim (2026-04-17 → 2026-06-02)
• 夜盘交易 — 2 claim (2026-04-26 → 2026-04-26)
• 沙特 — 2 claim (2026-04-02 → 2026-04-05)
• 盈利预期 — 2 claim (2026-04-18 → 2026-04-18)
• 股市 — 2 claim (2026-04-02 → 2026-04-27)
• 资金流向 — 2 claim (2026-04-27 → 2026-05-17)
• 阿联酋 — 2 claim (2026-04-05 → 2026-05-11)

叙事 / 行业概念 (中文) (374)

• 半导体板块 — 6 claim (2026-04-29 → 2026-06-17)
• ABF 载板 — 5 claim (2026-05-16 → 2026-06-20)
• AI 实验室 — 4 claim (2026-04-02 → 2026-06-10)
• CPU TAM 预期 — 2 claim (2026-05-24 → 2026-05-24)
• GENI 收购 Legend — 2 claim (2026-04-25 → 2026-04-25)
• L2L CDU 钎焊板式换热器 (HX).md) — 2 claim (2026-06-19 → 2026-06-19)
• PCB 设备 — 2 claim (2026-06-20 → 2026-06-20)
• SOX (半导体板块).md) — 2 claim (2026-05-27 → 2026-05-27)
• Serenity 账号 — 2 claim (2026-04-06 → 2026-04-06)
• SiC 开关 — 2 claim (2026-06-18 → 2026-06-18)
• SpaceX 发射业务 — 2 claim (2026-05-25 → 2026-05-25)
• WOLF (纽约工厂).md) — 2 claim (2026-05-12 → 2026-05-12)
• 中国存储厂商 — 2 claim (2026-06-02 → 2026-06-02)
• 亚洲投资者 — 2 claim (2026-04-19 → 2026-04-19)
• 全球股票买盘 — 2 claim (2026-04-16 → 2026-04-16)
• 台湾地缘风险 — 2 claim (2026-05-17 → 2026-06-07)
• 建滔 (1888 HK).md) — 2 claim (2026-06-20 → 2026-06-20)
• 欣兴 (3037 TT).md) — 2 claim (2026-06-20 → 2026-06-20)
• 美伊 MOU — 2 claim (2026-06-16 → 2026-06-16)
• 美国数据中心 — 2 claim (2026-04-20 → 2026-06-02)
• 13F 披露规则 — 1 claim (2026-05-15 → 2026-05-15)
• 13F 期权数据 — 1 claim (2026-05-18 → 2026-05-18)
• 2030 年 Token 需求 — 1 claim (2026-06-15 → 2026-06-15)
• 3月非农数据 — 1 claim (2026-04-03 → 2026-04-03)
• 4.8 模型 — 1 claim (2026-05-29 → 2026-05-29)
• 4月核心 CPI — 1 claim (2026-05-12 → 2026-05-12)
• 5.5 模型 — 1 claim (2026-05-29 → 2026-05-29)
• 5.6 模型 — 1 claim (2026-06-10 → 2026-06-10)
• 800 VDC 架构拐点 — 1 claim (2026-05-25 → 2026-05-25)
• ADBE、FIG、WIX、GDDY 等建站/设计软件 — 1 claim (2026-04-14 → 2026-04-14)
• AI 交易核心不等式 — 1 claim (2026-06-15 → 2026-06-15)
• AI 代理 — 1 claim (2026-04-22 → 2026-04-22)
• AI 实验室包揽一切论 — 1 claim (2026-04-19 → 2026-04-19)
• AI 技术与需求 — 1 claim (2026-06-02 → 2026-06-02)
• AI 替代 SaaS 叙事 — 1 claim (2026-05-04 → 2026-05-04)
• AI 替代白领任务 — 1 claim (2026-05-02 → 2026-05-02)
• AI 机架 — 1 claim (2026-06-20 → 2026-06-20)
• AI 板块交易策略 — 1 claim (2026-06-13 → 2026-06-13)
• AI 模型提供商 — 1 claim (2026-04-26 → 2026-04-26)
• AI 生态系统 — 1 claim (2026-04-19 → 2026-04-19)
• AI 电力半导体 — 1 claim (2026-05-25 → 2026-05-25)
• AI 相关股票 — 1 claim (2026-04-09 → 2026-04-09)
• AI 硅片市场 — 1 claim (2026-05-01 → 2026-05-01)
• AI 硬件资金 — 1 claim (2026-04-21 → 2026-04-21)
• AI 硬件通胀 — 1 claim (2026-05-26 → 2026-05-26)
• AI 算力产能 — 1 claim (2026-04-02 → 2026-04-02)
• AI 算力需求 — 1 claim (2026-04-24 → 2026-04-24)
• AI 芯片测试 — 1 claim (2026-06-13 → 2026-06-13)
• AI 行业妖魔化 — 1 claim (2026-05-17 → 2026-05-17)
• AI 见顶看空逻辑 — 1 claim (2026-05-02 → 2026-05-02)
• AI 采购模式 — 1 claim (2026-05-25 → 2026-05-25)
• API 价格 — 1 claim (2026-05-22 → 2026-05-22)
• ARM 和 QCOM — 1 claim (2026-05-29 → 2026-05-29)
• ASML 的下跌 — 1 claim (2026-04-15 → 2026-04-15)
• ASML 遭抛售 — 1 claim (2026-04-15 → 2026-04-15)
• AWS (定制硅片).md) — 1 claim (2026-05-01 → 2026-05-01)
• AWS Q2 增速 — 1 claim (2026-06-12 → 2026-06-12)
• AWS 自研芯片 (Trainium).md) — 1 claim (2026-04-09 → 2026-04-09)
• Agent 的普及 — 1 claim (2026-05-29 → 2026-05-29)
• Agent 飞轮 — 1 claim (2026-04-23 → 2026-04-23)
• Alpha Capture 模式 — 1 claim (2026-06-02 → 2026-06-02)
• Altman 新算力公司 — 1 claim (2026-05-12 → 2026-05-12)
• Anthropic 与 CoreWeave 合同 — 1 claim (2026-04-10 → 2026-04-10)
• Anthropic 等的限制 — 1 claim (2026-06-15 → 2026-06-15)
• AppLovin 游戏业务 — 1 claim (2026-06-09 → 2026-06-09)
• AppLovin 电商与新垂类 — 1 claim (2026-06-09 → 2026-06-09)
• Apple 与 Intel 达成协议 — 1 claim (2026-05-08 → 2026-05-08)
• Apple 或 SpaceX — 1 claim (2026-06-02 → 2026-06-02)
• B200 租赁现货价 — 1 claim (2026-05-19 → 2026-05-19)
• BKNG 和 ABNB — 1 claim (2026-04-15 → 2026-04-15)
• BNO 等工具 — 1 claim (2026-04-14 → 2026-04-14)
• BofA 牛熊指标 — 1 claim (2026-06-19 → 2026-06-19)
• CCL (in AI 机架).md) — 1 claim (2026-06-20 → 2026-06-20)
• CCL 提价 — 1 claim (2026-06-13 → 2026-06-13)
• CFO 与创始人 CEO — 1 claim (2026-04-05 → 2026-04-05)
• CPU (in AI 负载).md) — 1 claim (2026-06-03 → 2026-06-03)
• CPU 及模拟芯片股 — 1 claim (2026-04-24 → 2026-04-24)
• CPU 核心数 — 1 claim (2026-05-06 → 2026-05-06)
• CTA 仓位 — 1 claim (2026-06-10 → 2026-06-10)
• Capex 叙事 — 1 claim (2026-04-14 → 2026-04-14)
• Capex 增加 — 1 claim (2026-04-14 → 2026-04-14)
• Claude Code 及后续 Cowork — 1 claim (2026-04-23 → 2026-04-23)
• Cloudflare 裁员 — 1 claim (2026-05-20 → 2026-05-20)
• Culper (做空报告).md) — 1 claim (2026-05-13 → 2026-05-13)
• DeepSeek V4 架构 — 1 claim (2026-04-29 → 2026-04-29)
• EMIB 架构 — 1 claim (2026-05-15 → 2026-05-15)
• GPU 产能 — 1 claim (2026-04-28 → 2026-04-28)
• GS TMT 动能对冲组合 — 1 claim (2026-05-19 → 2026-05-19)
• GS TMT 动量因子组合 — 1 claim (2026-05-18 → 2026-05-18)
• GS 交易台 — 1 claim (2026-04-15 → 2026-04-15)
• H100 租赁现货价 — 1 claim (2026-05-19 → 2026-05-19)
• Hopper 租赁现货价 — 1 claim (2026-05-19 → 2026-05-19)
• IGV 前 25 大成分股 — 1 claim (2026-05-14 → 2026-05-14)
• INTC 14A 节点及 IFS — 1 claim (2026-06-02 → 2026-06-02)
• Jassy 股东信 — 1 claim (2026-04-09 → 2026-04-09)
• Jevons 悖论 — 1 claim (2026-06-15 → 2026-06-15)
• Jevons 效应 — 1 claim (2026-06-10 → 2026-06-10)
• KAIST 微通道技术 — 1 claim (2026-06-16 → 2026-06-16)
• KOSPI 净流出 — 1 claim (2026-05-24 → 2026-05-24)
• KOSPI 外资流出 — 1 claim (2026-05-24 → 2026-05-24)
• LPU 类架构 — 1 claim (2026-05-02 → 2026-05-02)
• MAGA 选民 — 1 claim (2026-05-23 → 2026-05-23)
• MCM (水雷反制).md) — 1 claim (2026-05-30 → 2026-05-30)
• MHI (三菱重工).md) — 1 claim (2026-05-27 → 2026-05-27)
• MLCC 现货价格 — 1 claim (2026-05-29 → 2026-05-29)
• MRVL 资金面 — 1 claim (2026-06-02 → 2026-06-02)
• Mega-caps (GOOGL/META等).md) — 1 claim (2026-06-11 → 2026-06-11)
• Mythos 模型 — 1 claim (2026-04-07 → 2026-04-07)
• Mythos 算力需求 — 1 claim (2026-04-07 → 2026-04-07)
• NPO 和可插拔光学 — 1 claim (2026-06-09 → 2026-06-09)
• NVDA 和 INTC — 1 claim (2026-05-29 → 2026-05-29)
• NVDA 和 TSM — 1 claim (2026-04-30 → 2026-04-30)
• Nvidia 芯片 — 1 claim (2026-06-20 → 2026-06-20)
• OAI 免费用户 — 1 claim (2026-04-27 → 2026-04-27)
• OAI 和 Anthropic — 1 claim (2026-05-08 → 2026-05-08)
• OAI 手机 — 1 claim (2026-04-26 → 2026-04-26)
• OAI 手机传闻 — 1 claim (2026-04-26 → 2026-04-26)
• OTA 利润池 — 1 claim (2026-04-15 → 2026-04-15)
• OTA 平台 — 1 claim (2026-04-22 → 2026-04-22)
• OTA 护城河 — 1 claim (2026-04-15 → 2026-04-15)
• OpenAI 和 Anthropic 的 ARR 增速 — 1 claim (2026-06-15 → 2026-06-15)
• OpenAI/Cerebras 交易 — 1 claim (2026-04-16 → 2026-04-16)
• OpenClaw 实例 — 1 claim (2026-05-25 → 2026-05-25)
• Opus 4.8 和 Dynamic Workflows — 1 claim (2026-05-29 → 2026-05-29)
• Oracle 供气管道 — 1 claim (2026-05-28 → 2026-05-28)
• PCB 设备商 (Ta Liang, Han’s CNC, Dtech).md) — 1 claim (2026-05-23 → 2026-05-23)
• RDDT 数据授权费 — 1 claim (2026-05-19 → 2026-05-19)
• ROKU 潜在买家 — 1 claim (2026-06-12 → 2026-06-12)
• Rubin 平台 — 1 claim (2026-06-16 → 2026-06-16)
• Rubin 晶圆产能 — 1 claim (2026-05-20 → 2026-05-20)
• SATS 对冲 SPCX — 1 claim (2026-06-12 → 2026-06-12)
• SMCI 融资 — 1 claim (2026-06-09 → 2026-06-09)
• SOFR 定价 — 1 claim (2026-04-06 → 2026-04-06)
• SPX 看涨期权偏度 — 1 claim (2026-04-16 → 2026-04-16)
• STX nearline 产能 — 1 claim (2026-04-28 → 2026-04-28)
• SaaS 买盘 — 1 claim (2026-04-21 → 2026-04-21)
• SaaS 公司 — 1 claim (2026-05-28 → 2026-05-28)
• SaaS 定价模式 — 1 claim (2026-05-20 → 2026-05-20)
• SaaS 股 — 1 claim (2026-04-23 → 2026-04-23)
• Situational Awareness 基金 — 1 claim (2026-06-08 → 2026-06-08)
• SubQ 架构 — 1 claim (2026-05-05 → 2026-05-05)
• T-glass / 高频铜箔 — 1 claim (2026-05-23 → 2026-05-23)
• TPU v10 代工传闻 — 1 claim (2026-06-11 → 2026-06-11)
• Token 消耗量 — 1 claim (2026-05-06 → 2026-05-06)
• Trainium 协议 — 1 claim (2026-04-20 → 2026-04-20)
• TurboVec 等算法创新 — 1 claim (2026-06-06 → 2026-06-06)
• USG 介入 AI 监管/入股 — 1 claim (2026-06-15 → 2026-06-15)
• Uber AI 预算 — 1 claim (2026-04-15 → 2026-04-15)
• Ucore (闪速焦耳加热技术).md) — 1 claim (2026-05-01 → 2026-05-01)
• Vera Rubin 机架 — 1 claim (2026-06-08 → 2026-06-08)
• WFE 市场规模 — 1 claim (2026-06-13 → 2026-06-13)
• WFE 订单可见度 — 1 claim (2026-06-13 → 2026-06-13)
• WSJ 负面报道 — 1 claim (2026-04-27 → 2026-04-27)
• Warsh 的意愿 — 1 claim (2026-04-06 → 2026-04-06)
• Wyoming 数据中心建设 — 1 claim (2026-06-09 → 2026-06-09)
• Wyoming 数据中心暂停 — 1 claim (2026-06-09 → 2026-06-09)
• YMTC 招股书发布 — 1 claim (2026-06-15 → 2026-06-15)
• “多硬件/空软件”交易 — 1 claim (2026-04-15 → 2026-04-15)
• 中东协议 — 1 claim (2026-05-24 → 2026-05-24)
• 中东原油产能 — 1 claim (2026-05-25 → 2026-05-25)
• 中东原油库存 — 1 claim (2026-05-25 → 2026-05-25)
• 中东局势 — 1 claim (2026-04-09 → 2026-04-09)
• 中国 AI 建设 — 1 claim (2026-04-16 → 2026-04-16)
• 中国半导体设备需求 — 1 claim (2026-05-24 → 2026-05-24)
• 中国对伊朗的积极补给 — 1 claim (2026-04-05 → 2026-04-05)
• 中国战略石油储备 (SPR).md) — 1 claim (2026-04-03 → 2026-04-03)
• 中国智能手机市场 — 1 claim (2026-04-30 → 2026-04-30)
• 中国私企 — 1 claim (2026-04-05 → 2026-04-05)
• 中小企业 (SMB) 的 TAM-的-TAM.md) — 1 claim (2026-06-10 → 2026-06-10)
• 中盘 AI 股 — 1 claim (2026-04-27 → 2026-04-27)
• 中端芯片 — 1 claim (2026-04-20 → 2026-04-20)
• 主权 AI 建设 — 1 claim (2026-06-12 → 2026-06-12)
• 主经纪商 (Prime Broker).md) — 1 claim (2026-06-02 → 2026-06-02)
• 云厂商托管开源模型 — 1 claim (2026-06-15 → 2026-06-15)
• 云巨头 Capex — 1 claim (2026-04-27 → 2026-04-27)
• 云巨头 Capex 指引 — 1 claim (2026-04-27 → 2026-04-27)
• 云巨头 Capex 预期 — 1 claim (2026-04-27 → 2026-04-27)
• 云支出 — 1 claim (2026-05-08 → 2026-05-08)
• 云网络 (HPE/Arista).md) — 1 claim (2026-04-19 → 2026-04-19)
• 亚洲买家 (伊拉克原油).md) — 1 claim (2026-04-04 → 2026-04-04)
• 以色列 — 1 claim (2026-04-04 → 2026-04-04)
• 任务小组 — 1 claim (2026-06-17 → 2026-06-17)
• 企业 AI 支出 — 1 claim (2026-06-10 → 2026-06-10)
• 企业数据仓库 — 1 claim (2026-05-30 → 2026-05-30)
• 企业端 API 支出 — 1 claim (2026-05-22 → 2026-05-22)
• 企业软件 — 1 claim (2026-05-06 → 2026-05-06)
• 伊拉克 — 1 claim (2026-04-04 → 2026-04-04)
• 伊朗停火协议 — 1 claim (2026-04-20 → 2026-04-20)
• 伊朗原油出口 — 1 claim (2026-06-19 → 2026-06-19)
• 伊朗核问题 — 1 claim (2026-05-03 → 2026-05-03)
• 伊朗石油出口 — 1 claim (2026-05-20 → 2026-05-20)
• 伊朗谈判 — 1 claim (2026-04-21 → 2026-04-21)
• 传统 SaaS — 1 claim (2026-04-19 → 2026-04-19)
• 低密度 SRAM — 1 claim (2026-05-02 → 2026-05-02)
• 低延迟推理市场 — 1 claim (2026-05-13 → 2026-05-13)
• 俄罗斯经验 (原油结算).md) — 1 claim (2026-04-28 → 2026-04-28)
• 信用卡与零售支出 — 1 claim (2026-06-09 → 2026-06-09)
• 光通讯信源 — 1 claim (2026-04-18 → 2026-04-18)
• 关税退税 — 1 claim (2026-05-11 → 2026-05-11)
• 内存 — 1 claim (2026-04-23 → 2026-04-23)
• 前沿实验室 (frontier labs).md) — 1 claim (2026-06-06 → 2026-06-06)
• 前沿实验室上市 — 1 claim (2026-06-01 → 2026-06-01)
• 前沿实验室算力需求 — 1 claim (2026-06-03 → 2026-06-03)
• 前沿模型访问 — 1 claim (2026-06-12 → 2026-06-12)
• 前端原油 — 1 claim (2026-05-25 → 2026-05-25)
• 劳动力市场 — 1 claim (2026-04-18 → 2026-04-18)
• 劳动力疲软归因 — 1 claim (2026-04-18 → 2026-04-18)
• 半导体与软件板块 — 1 claim (2026-04-09 → 2026-04-09)
• 半导体估值 — 1 claim (2026-05-19 → 2026-05-19)
• 半导体多头杠杆 ETF — 1 claim (2026-05-12 → 2026-05-12)
• 半导设备（如 ASML） — 1 claim (2026-05-22 → 2026-05-22)
• 华为 — 1 claim (2026-05-24 → 2026-05-24)
• 华为混合键合路径 — 1 claim (2026-05-24 → 2026-05-24)
• 单体大集群 (200MW+).md) — 1 claim (2026-06-18 → 2026-06-18)
• 单机架 PCB — 1 claim (2026-05-23 → 2026-05-23)
• 原油现货市场 — 1 claim (2026-04-08 → 2026-04-08)
• 取消石油制裁的潜在收益 — 1 claim (2026-04-17 → 2026-04-17)
• 台海统一概率 — 1 claim (2026-04-28 → 2026-04-28)
• 台湾基板需求 — 1 claim (2026-05-02 → 2026-05-02)
• 台湾本土主动型基金 — 1 claim (2026-05-04 → 2026-05-04)
• 台湾本地基金 — 1 claim (2026-04-24 → 2026-04-24)
• 周期性资产管理 (LTA).md) — 1 claim (2026-05-01 → 2026-05-01)
• 商品通胀及下游影响 — 1 claim (2026-04-02 → 2026-04-02)
• 国内 PCB 厂 — 1 claim (2026-06-20 → 2026-06-20)
• 地面数据中心 (DC).md) — 1 claim (2026-05-26 → 2026-05-26)
• 基础设施投资 — 1 claim (2026-06-15 → 2026-06-15)
• 基础设施（如网络安全） — 1 claim (2026-04-23 → 2026-04-23)
• 外资 (FIIs).md) — 1 claim (2026-05-16 → 2026-05-16)
• 多数投资者 — 1 claim (2026-04-15 → 2026-04-15)
• 多空基金 — 1 claim (2026-04-07 → 2026-04-07)
• 多空机构净敞口 (Net).md) — 1 claim (2026-04-07 → 2026-04-07)
• 大型 IPO (Anthropic、SPCX 等).md) — 1 claim (2026-05-17 → 2026-05-17)
• 大盘 — 1 claim (2026-04-26 → 2026-04-26)
• 太空数据中心 — 1 claim (2026-04-21 → 2026-04-21)
• 宏观/原油等外部因素 — 1 claim (2026-06-02 → 2026-06-02)
• 宏观相关性 — 1 claim (2026-05-17 → 2026-05-17)
• 宏观相关性 (股油、股债).md) — 1 claim (2026-05-17 → 2026-05-17)
• 宏观驱动力 — 1 claim (2026-04-03 → 2026-04-03)
• 实物原油 — 1 claim (2026-04-02 → 2026-04-02)
• 实物油价 — 1 claim (2026-04-02 → 2026-04-02)
• 就业疲软结构 — 1 claim (2026-04-18 → 2026-04-18)
• 巨头股票 — 1 claim (2026-05-28 → 2026-05-28)
• 市场共识交易 — 1 claim (2026-04-19 → 2026-04-19)
• 市场定价 (中东冲突).md) — 1 claim (2026-05-04 → 2026-05-04)
• 市场风格 — 1 claim (2026-04-21 → 2026-04-21)
• 带电壳体公司 (WULF/APLD/CIFR).md) — 1 claim (2026-06-18 → 2026-06-18)
• 年底加息概率 — 1 claim (2026-05-12 → 2026-05-12)
• 底层算力成本 — 1 claim (2026-05-06 → 2026-05-06)
• 廉价 token — 1 claim (2026-05-28 → 2026-05-28)
• 延迟 (latency) 指标-指标.md) — 1 claim (2026-05-23 → 2026-05-23)
• 建滔积层板 — 1 claim (2026-06-13 → 2026-06-13)
• 开源替代 — 1 claim (2026-06-15 → 2026-06-15)
• 开源模型 — 1 claim (2026-06-17 → 2026-06-17)
• 开源模型和中国开发者 — 1 claim (2026-04-17 → 2026-04-17)
• 当前市场情绪 — 1 claim (2026-06-02 → 2026-06-02)
• 微型钻头 — 1 claim (2026-06-20 → 2026-06-20)
• 微软/OpenAI 等科技巨头的主要数据中心项目 — 1 claim (2026-04-17 → 2026-04-17)
• 德州南部数据中心 — 1 claim (2026-05-04 → 2026-05-04)
• 成品油 — 1 claim (2026-05-25 → 2026-05-25)
• 战时溢价 — 1 claim (2026-06-16 → 2026-06-16)
• 拥有现成产能的公司 (Neocloud/矿企).md) — 1 claim (2026-06-01 → 2026-06-01)
• 推理计算成本 — 1 claim (2026-05-05 → 2026-05-05)
• 推理需求 — 1 claim (2026-05-06 → 2026-05-06)
• 政府介入 AI — 1 claim (2026-06-15 → 2026-06-15)
• 散户 — 1 claim (2026-04-09 → 2026-04-09)
• 散户交易 — 1 claim (2026-05-14 → 2026-05-14)
• 散热市场 — 1 claim (2026-06-16 → 2026-06-16)
• 数据中心 Capex — 1 claim (2026-06-08 → 2026-06-08)
• 数据中心供应问题 — 1 claim (2026-05-02 → 2026-05-02)
• 数据中心新选址 — 1 claim (2026-06-02 → 2026-06-02)
• 数据中心选址 — 1 claim (2026-06-02 → 2026-06-02)
• 新 Siri — 1 claim (2026-06-08 → 2026-06-08)
• 新股上市 (IPO).md) — 1 claim (2026-06-11 → 2026-06-11)
• 旧 H100 芯片 — 1 claim (2026-05-04 → 2026-05-04)
• 普通软件公司 AI 推理预算 — 1 claim (2026-04-15 → 2026-04-15)
• 晶圆成本 — 1 claim (2026-05-30 → 2026-05-30)
• 服务器 CPU TAM — 1 claim (2026-05-05 → 2026-05-05)
• 期权市场 — 1 claim (2026-04-15 → 2026-04-15)
• 本地推理 — 1 claim (2026-06-18 → 2026-06-18)
• 杠杆 ETF — 1 claim (2026-05-12 → 2026-05-12)
• 杠杆半导体 ETF — 1 claim (2026-05-12 → 2026-05-12)
• 标普 500 — 1 claim (2026-05-13 → 2026-05-13)
• 标普顶部流动性 — 1 claim (2026-06-10 → 2026-06-10)
• 核心 AI 资金 — 1 claim (2026-04-21 → 2026-04-21)
• 核心 PPI (4月).md) — 1 claim (2026-05-13 → 2026-05-13)
• 模型参数精简 — 1 claim (2026-05-08 → 2026-05-08)
• 欧美软件空仓 — 1 claim (2026-04-16 → 2026-04-16)
• 每日杠杆 ETF — 1 claim (2026-05-29 → 2026-05-29)
• 测试环节 — 1 claim (2026-06-13 → 2026-06-13)
• 消费数据 — 1 claim (2026-06-09 → 2026-06-09)
• 消费级 AI — 1 claim (2026-05-08 → 2026-05-08)
• 漏洞停留时间 (Dwell time).md) — 1 claim (2026-04-10 → 2026-04-10)
• 点阵图 — 1 claim (2026-06-17 → 2026-06-17)
• 燃气轮机 — 1 claim (2026-05-08 → 2026-05-08)
• 物理油与纸面市场价差 — 1 claim (2026-04-14 → 2026-04-14)
• 特朗普伊朗协议 — 1 claim (2026-05-23 → 2026-05-23)
• 特朗普伊朗协议草案 — 1 claim (2026-05-23 → 2026-05-23)
• 特朗普政府 — 1 claim (2026-05-05 → 2026-05-05)
• 现实世界实体 AI — 1 claim (2026-04-29 → 2026-04-29)
• 石油 — 1 claim (2026-05-07 → 2026-05-07)
• 硬件基建 — 1 claim (2026-06-12 → 2026-06-12)
• 硬件板块抛售 — 1 claim (2026-04-15 → 2026-04-15)
• 科技巨头 — 1 claim (2026-06-06 → 2026-06-06)
• 科技界 (AI 行业).md) — 1 claim (2026-05-17 → 2026-05-17)
• 科技股估值 — 1 claim (2026-04-23 → 2026-04-23)
• 稀土板块 — 1 claim (2026-05-01 → 2026-05-01)
• 精密耗材龙头 — 1 claim (2026-06-20 → 2026-06-20)
• 系统记录类软件 — 1 claim (2026-05-29 → 2026-05-29)
• 纯 CPU 机架 — 1 claim (2026-06-08 → 2026-06-08)
• 纳斯达克 — 1 claim (2026-04-29 → 2026-04-29)
• 网络安全板块 (CRWD/PANW).md) — 1 claim (2026-04-09 → 2026-04-09)
• 罗素 1000 价值指数 — 1 claim (2026-05-25 → 2026-05-25)
• 美伊冲突 — 1 claim (2026-04-03 → 2026-04-03)
• 美伊协议 — 1 claim (2026-06-12 → 2026-06-12)
• 美伊博弈 — 1 claim (2026-04-25 → 2026-04-25)
• 美伊和平协议 — 1 claim (2026-06-12 → 2026-06-12)
• 美伊最终协议 — 1 claim (2026-04-07 → 2026-04-07)
• 美伊潜在协议 — 1 claim (2026-05-25 → 2026-05-25)
• 美伊谈判 — 1 claim (2026-04-11 → 2026-04-11)
• 美军 — 1 claim (2026-04-05 → 2026-04-05)
• 美军在伊朗部署地面部队的概率 (Polymarket).md) — 1 claim (2026-04-05 → 2026-04-05)
• 美国 — 1 claim (2026-04-19 → 2026-04-19)
• 美国市场 — 1 claim (2026-04-19 → 2026-04-19)
• 美国战略石油储备 (SPR).md) — 1 claim (2026-06-15 → 2026-06-15)
• 美国政府 — 1 claim (2026-06-13 → 2026-06-13)
• 美国炼厂 — 1 claim (2026-06-15 → 2026-06-15)
• 美国软件股 — 1 claim (2026-04-21 → 2026-04-21)
• 美国退税数据 — 1 claim (2026-04-08 → 2026-04-08)
• 美欧 — 1 claim (2026-06-16 → 2026-06-16)
• 美联储 (Warsh).md) — 1 claim (2026-04-07 → 2026-04-07)
• 美联储降息 — 1 claim (2026-06-18 → 2026-06-18)
• 美股 10 月份表现 — 1 claim (2026-04-05 → 2026-04-05)
• 美股 9 月表现 — 1 claim (2026-04-05 → 2026-04-05)
• 群内成员 — 1 claim (2026-04-01 → 2026-04-01)
• 联储 — 1 claim (2026-04-06 → 2026-04-06)
• 联储加息 — 1 claim (2026-05-12 → 2026-05-12)
• 联邦监管 — 1 claim (2026-06-15 → 2026-06-15)
• 股票多空基金（ELS） — 1 claim (2026-04-16 → 2026-04-16)
• 能源成本上涨 — 1 claim (2026-05-08 → 2026-05-08)
• 能源溢价 — 1 claim (2026-05-13 → 2026-05-13)
• 西方公司 — 1 claim (2026-04-06 → 2026-04-06)
• 资金 — 1 claim (2026-04-08 → 2026-04-08)
• 超大厂 — 1 claim (2026-06-09 → 2026-06-09)
• 超大厂 (AMZN/GOOGL/MSFT/META).md) — 1 claim (2026-05-04 → 2026-05-04)
• 超大厂 (Hyperscalers).md) — 1 claim (2026-04-30 → 2026-04-30)
• 超大厂 (四大厂).md) — 1 claim (2026-05-04 → 2026-05-04)
• 超大厂 AI 投资 — 1 claim (2026-06-19 → 2026-06-19)
• 超大厂的算力军备竞赛 — 1 claim (2026-04-23 → 2026-04-23)
• 超大厂股权融资 — 1 claim (2026-06-08 → 2026-06-08)
• 轨道计算 — 1 claim (2026-05-26 → 2026-05-26)
• 软件 vs 半导体 (GSPUSOSE Index).md) — 1 claim (2026-04-10 → 2026-04-10)
• 软件大涨与半导走弱 — 1 claim (2026-04-15 → 2026-04-15)
• 软件逼空行情 — 1 claim (2026-04-15 → 2026-04-15)
• 达成协议或全面战争 — 1 claim (2026-04-06 → 2026-04-06)
• 通胀数据 — 1 claim (2026-05-12 → 2026-05-12)
• 铜线和可插拔光学 — 1 claim (2026-06-09 → 2026-06-09)
• 长端利率 — 1 claim (2026-05-22 → 2026-05-22)
• 长端美债 (TLT).md) — 1 claim (2026-04-14 → 2026-04-14)
• 阿联酋遣返的 IRGC 资金 — 1 claim (2026-04-17 → 2026-04-17)
• 霍尔木兹海峡 — 1 claim (2026-04-29 → 2026-04-29)
• 霍尔木兹海峡 (SoH).md) — 1 claim (2026-05-03 → 2026-05-03)
• 霍尔木兹海峡保险费率 — 1 claim (2026-04-17 → 2026-04-17)
• 霍尔木兹海峡关闭 — 1 claim (2026-04-24 → 2026-04-24)
• 霍尔木兹海峡开放前提 — 1 claim (2026-04-15 → 2026-04-15)
• 霍尔木兹海峡总流量 — 1 claim (2026-04-05 → 2026-04-05)
• 霍尔木兹海峡流量 — 1 claim (2026-04-02 → 2026-04-02)
• 霍尔木兹海峡通行量 — 1 claim (2026-04-07 → 2026-04-07)
• 非农数据 — 1 claim (2026-04-03 → 2026-04-03)
• 韩国半导体外资持股 — 1 claim (2026-05-24 → 2026-05-24)
• 韩国股市 — 1 claim (2026-04-07 → 2026-04-07)
• 高 Capex — 1 claim (2026-04-14 → 2026-04-14)
• 高油价 — 1 claim (2026-04-29 → 2026-04-29)
• 高规格 MLCC — 1 claim (2026-06-16 → 2026-06-16)
• 高阶 M9 CCL — 1 claim (2026-06-20 → 2026-06-20)