XBroadcast
XBroadcastThe warmest voice above the Atlantic. baixuejing.substack.com
| Publishes | Daily | Episodes | 125 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Society & CultureBusinessPersonal Journals |
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1. 情人节语境下的“暧昧信号”
在情人节当天发布一则生日祝福，本身就自带情感滤镜。
时间不是中性的，时间是语境。
当“生日 + 情人节”叠加在一起时，公众天然会往浪漫方向联想。
即便对方的生日确实就在2月14日，这种叠加依然会放大情绪浓度。
这不是文字问题，是传播结构问题。
2. 女演员 × 男导演：结构性的风险
在公众语境中，女演员与男导演的组合天然带有三重联想：
* 情感与资源绑定
* 权力结构不对等
* 事业依附叙事
尤其在“低谷重建”的背景下，这种表达会被自动解读... more
免责声明：只是交易思路分享，不是投资建议。
1️⃣ Market Overview – 波动加剧，结构未坏
本周市场整体呈现“波动加剧、结构未完全转弱”的状态。
在经历前期连续上涨后，美股进入回踩阶段，尤其是 QQQ 出现关键点位测试。
核心逻辑仍然围绕：
* 是否形成 Higher Low
* 是否属于假跌破
* 衍生品助涨助跌效应是否放大波动
600点位的测试成为关键分水岭。
盘中跌破后迅速拉回，这种“假跌破”结构与前期走势具有相似性。
当前结构偏中性略多，但仍需确认。 more
免责声明：只是交易思路分享，不是投资建议。
1. Market Background
本期节目复盘了二月初这一周美股极具戏剧性的行情变化。从指数高位回落、假突破、连续下杀，到在极限施压中完成强势反弹，市场在短时间内完成了多次结构切换。这一周并非简单的情绪波动，而是一次典型的由资金结构、衍生品放大效应与预期管理共同推动的行情。
2. Breakdown After the High
纳指在1月末见到阶段性高点后，迅速进入回测阶段。1月29日出现的下影线，在以往市场结构中通常被视为“有效回踩... more
免责声明：只是交易思路分享，不是投资建议。
⸻
1. Market Overview — Extreme Volatility Returns
当前美股市场出现了明显的“血流成河”式波动，指数与个股同步大幅回调。表面看，经济数据并不算差，但从交易员视角来看，市场已经进入一个不确定性显著上升的阶段。
本轮下跌并非单一利空驱动，而是由衍生品结构、政策不确定性、地缘政治与市场情绪叠加造成的放大式波动。
⸻
2. Positioning Strategy — Why We Reduced E... more
免责声明：只是交易思路分享，不是投资建议。
不在金银坐火箭的时候谈，
而是在暴涨和暴跌都走过一段之后，
才把它放回“资产配置”的位置上重新讨论。
因为配置，和交易，本来就不是一回事。
今天的美元问题，不是信用消失，
而是信用被反复调用之后，
世界开始为“最坏情况”做准备。
而一旦这种准备开始，
它本身就不会停止。
只要世界还在为“最坏情况”预留选项，
金银就不是一轮行情，而是一种时代配置。
上涨不是因为贪婪，
而是因为不确定性被永久写入了系统。
🎙️ 《货币天然是金... more
免责声明：只是交易思路分享，不是投资建议。
Date: 美东时间 1 月 29 日（周四）
Format: Market Recap / Earnings Week / Trading Notes
Episode Overview
1 月进入尾声，美股在超级财报周中呈现出极致分化的结构：
* 资金高度集中在少数强势标的
* 多数板块与个股表现乏力
* 盘后“FED 换人”传闻引发短期扰动，但尚未改变核心交易逻辑
本期重点复盘大科技财报表现、板块轮动结构，以及当前交易策略的取舍。 more
好，我按你的要求，直接给你一版可用的 Show Notes 成稿。
免责声明：只是交易思路分享，不是投资建议。
Trump’s “Dollar Yo-Yo” Remarks Ignite Markets: Gold Soars, the Dollar Slides, U.S. Stocks Hit Record Highs
1. 市场概览｜指数创新高，但结构明显分化
美东时间 2026 年 1 月 27 日（周二），美股整体呈现指数走强、结构分化的典型格局。
盘中市场焦点高度集中在标普... more
免责声明：只是交易思路分享，不是投资建议。
🎙 U.S. Stocks Shrug Off Tariff Threats as the Market Refuses to Fall: META, Apple, and Microsoft Lead—What to Do in Earnings Superweek?
无惧关税威胁，美股市场拒绝下跌：META、苹果、微软领涨；超级财报周怎么办？
Date: Jan 26–27 (ET)
📌 Key Takeaways
* 美股在关税不确... more
Key Facts
Chart Rankings
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Apple Podcasts | #213 |  Philippines/Society & Culture/Personal Journals |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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| Household Income | Social Media Reach | ||||
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