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几个比较愚蠢的交易

热5已有 908 次阅读  2026-05-08 12:20
若干天前我看到HPE不错，买了，卖了。可用的钱就那么多可拥有的东西微不足道。又看到HPQ形状不错，第一个椭圆买。之后回调等上行。第二椭圆时实在等不了，太需要钱，卖了。到中午看到涨了不少。若以前我就认输了。可是这正是我期望的上升趋势，赶紧把现在很衰的C卖了，重新追买HPQ。真是低价割肉，高价买进。
这个股市太畸形了，除了科技股之外好股票也被抛弃了，并且科技中还得是硬的。卖了C之后又跌了2%+，买了HPQ之后涨了2%+，the world is crazy。



关盘时两个股票的南辕北辙。

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    思想 2026-05-08 18:02
    生也何欢？自从得过肾结石之后，便滴酒不沾，感到酒精对内脏器官损害太大了。无酒不欢。
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    夜夜笙歌 2026-05-09 05:03
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    思想 2026-05-10 18:45
    Cerebras to raise IPO price range to $150 to $160 a share as demand surges, sources say​​​​​​​​​​​​​​​​
    Published Sun, May 10 20265:52 PM EDT
    Reuters
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    The Cerebras logo appears on a smartphone screen and as the background on a laptop computer screen in this photo illustration in Athens, Greece, on September 30, 2025.
    Nikolas Kokovlis | Nurphoto | Getty Images
    Cerebras Systems is set to raise the size and price of its initial public offering as soon as Monday, as demand for the artificial intelligence chipmaker’s shares continues to climb, two people familiar with the matter told Reuters on Sunday.

    The company is considering a new IPO price range of $150 to $160 a share, up from $115 to $125 a share, and raising the number of shares marketed to 30 million from 28 million, said the sources, who asked not to be identified because the information isn’t public yet.

    At the top of the new range, Cerebras would raise roughly $4.8 billion, up from $3.5 billion under its original terms, though the figures remain subject to change before pricing, the people said.​​​​​​​​​​​​​​​​

    The increase follows a broader surge in AI adoption that has driven sharp demand for high-performance chips and turned semiconductors into a key bottleneck in the technology supply chain.​​​​​​​​​​​​​​​​ Cerebras’ IPO has drawn orders for more than 20 times the number of shares available, the people said, as the chipmaker looks to manage surging interest ahead of its May 13 pricing.​​​​​​​​​​

    Cerebras did not immediately respond to a request for comment.

    Bloomberg News previously reported that the company planned to raise the IPO price range to $125 to $135 per share.

    Sunnyvale, California-based Cerebras makes specialized chips for running advanced AI models in a market dominated by Nvidia
    . ​​​​​​​​​​​​​​​Cerebras is seeing surging demand for its processors as AI labs shift from training models to deploying them. Cerebras’ chips are better suited for inference, the computations that allow AI models to respond to user queries, than the GPU chips the industry has long relied on for model training.

    The IPO next week would mark Cerebras’ second attempt to go public — the company first filed for an IPO in 2024 but pulled that plan last year. Its partnership with G42, a UAE-based AI company that accounted for more than 80% of its revenue in the first half of 2024, had prompted a national security review by the Committee on Foreign Investment in the United States. The committee eventually cleared the deal.

    Since then, Cerebras has secured Amazon
    and OpenAI, two of the world’s largest builders of AI infrastructure, as customers.

    The listing would be the biggest IPO globally so far this year, according to Dealogic.
    为了这个IPO，花街把半导体股价吹到天价。

    The offering is being led by Morgan Stanley, Citigroup, Barclays and UBS Group. Cerebras plans for its shares to trade on the Nasdaq Global Select Market under the symbol “CBRS.”
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