科技日报 -美股收盘-20260515

since November.ORCL上涨3%，表现持续向好⸺受益于AI/新云（neocloud）的出价⸺⾃11⽉以来⾸次收于150⽇均线之上。APP +7%see saw continues.We think path of leaseresistance is likely higher here as notes I’ve seen from IRcalls supported Adam’s bullish earnings call and we likeupcoming catalysts, but waiting for the right r/r spot onthe chart to enter — last thing we want is to just begetting chopped up under$500.APP上涨7%，股价继续剧烈波动。我们认为这⾥的阻⼒最⼩路径可能是向上，因为我看到的投资者关系（IR）电话会议记录⽀持了Adam在财报电话会议上的乐观态度，我们也看好即将到来的催化剂，但仍在等待图表上合适的⻛险回报⽐（r/r）⼊场点⸺我们最不想看到的就是在500美元以下被反复收割。TTWO +7%on the Bestbuy advertisement saying pre-orders opening up May 18-21 alongside trailer 3TTWO上涨7%，受Bestbuy⼴告影响，该⼴告称预订将于5⽉18-21⽇开启，并伴随第三⽀预告⽚发布。TMTB SlackOur take from Tuesday:我们周⼆的观点：GTA VI is the last and greatest media single entertainmentproperty left. The last game was released in 2013 beforethe market became so retail and meme heavy — with thisrelease we think there is meme potential as we get closerto the catalyst. Has been a big dog this year, but weexpect it to start acting better.GTA VI是硕果仅存的最伟⼤的单⼀媒体娱乐资产。上⼀部作品于2013年发布，当时市场尚未像现在这样充斥着散户和模因（meme）⾊彩——随着这⼀部的发布，我们认为随着催化剂节点的临近，它具备模因化的潜⼒。该股今年表现⼀直低迷，但我们预计它将开始好转。ENPH +14%AAPL -22bpsELSEWHERE