lenny

美股最后10分钟，Q2季度再平衡， $MSFT 爆拉， $NVDA 狂砸。 最后 10 分钟微软被买起 138 亿美金， $NVDA 被卖出 219 亿美元。

Tempus 基因检测获 FDA 批准，预计 2027 年起提升 ASP 05/29 21:18 JST $TEM Tempus 的 xT CDx 基因检测获得了 FDA 批准用于仅限肿瘤的适应症。$TEM 表示，此次批准使其能够将完整的实体瘤 DNA 产品组合统一在 ADLT 定价下，预计从 2027 年开始将带来约 $200 的 ASP 收益。

美国证券交易委员会（SEC）已批准 Cboe 开展期权交易的盘后延长交易服务。 自7月13日起，特定股票的期权交易时间将延长，最早可于美国东部时间（ET）上午7:30开始，最晚持续至下午4:15。 涉及的股票包括：$NVDA、$GOOG、$AAPL、$MSFT、$AMZN、$TSLA、$META、$PLTR、$AVGO 和 $AMD。

- Tempus AI stock surged +6.1% in morning trading today after the company released a major platform expansion announcement timed to coincide with the opening of the 2026 American Society of Clinical Oncology Annual Meeting. Tempus published a press release on May 28, 2026, announcing the expansion of its Next platform to deliver real-time clinical intelligence and close critical care gaps across oncology. Separately, the company had already announced that 37 abstracts were accepted for presentation at the 2026 ASCO Annual Meeting — its largest scientific showing at this conference to date. The day before today’s session, Tempus added further momentum with a product upgrade. On May 27, 2026, Tempus announced a major technological upgrade to Tempus Hub, its AI-enabled smart physician platform, integrating agentic AI capabilities to streamline clinical workflows for thousands of oncologists. ARK Investment’s ARKG ETF also purchased 25,910 shares of TEM on May 27, worth approximately $1.2 million, reflecting continued institutional accumulation ahead of the ASCO event. Adding to the near-term catalyst stack, Tempus is set to host its inaugural Investor Day on Friday, May 29, 2026, featuring the company’s full leadership team. The broader market provided no meaningful tailwind today, with the S&P 500 nearly flat at -0.03%, the Dow Jones down -0.23%, and the NASDAQ down -0.08%, confirming that TEM’s advance is entirely attributable to company-specific developments. The stock’s move also carries technical significance, as it pushes through a resistance zone near its long-term moving average. Underlying fundamentals remain supportive: Tempus reported Q1 2026 revenue of $348.1 million, up 36.1% year-over-year, and raised its full-year 2026 revenue guidance to $1.59–$1.60 billion. The combination of the Next platform expansion, record ASCO research presence, the Hub AI upgrade, ARK buying activity, and the imminent Investor Day created a powerful multi-catalyst setup that propelled TEM to a session high of $50.14 — well above its 52-week low of $41.73 — even as the stock remains significantly below its 52-week high of $104.32, leaving room for continued recovery if clinical and commercial execution holds.

今天台北股市再創新高~ 大漲1376點約3.26% , 主要由聯發科, 國巨, 光寶科, 市再創新高~ 大漲1376點約3.26% , 主要由聯發科, 國巨, 光寶科, 台達電 面板封測 AI 伺服器與 ABF 類股帶動漲勢~ 台積電雖然漲55元~ 但是只有 2.4% , 雖然穩住盤勢~ 但是漲幅不如大盤! 目前選股方向要以 SPACEX 衛星概念(說了兩週了) 及 AI SERVER 與 電力為主~ 大盤指數會再持續創高, 但是台積電要再創高的機率變小了~ 由主動型 ETF 將台積電持股比重降到10% 可以看出走勢!! 在美國隊當道的現在~ 買 SOXX 也許比 TSM 來的好!! 對於強勁的漲幅, 有幾個時間點要題型大家注意: 6/5 非農就業數據 6/10 11 PPI CPI 通膨指標~ 6/16 17 FOMC 利率會議~ 以及美國國債指標~ 簡單說, SPACEX IPO 前問題不大~ 利空都不會反應!!! 6/12 IPO 後就要注意~ 畢竟吸金2兆USD 後, 還有 OPEN AI 與 Anthropic 要吸金~ 必須緊盯資金排擠效應!!

今天台北股市再創新高~ 大漲1376點約3.26% , 主要由聯發科, 國巨, 光寶科, 市再創新高~ 大漲1376點約3.26% , 主要由聯發科, 國巨, 光寶科, 台達電 面板封測 AI 伺服器與 ABF 類股帶動漲勢~ 台積電雖然漲55元~ 但是只有 2.4% , 雖然穩住盤勢~ 但是漲幅不如大盤! 目前選股方向要以 SPACEX 衛星概念(說了兩週了) 及 AI SERVER 與 電力為主~ 大盤指數會再持續創高, 但是台積電要再創高的機率變小了~ 由主動型 ETF 將台積電持股比重降到10% 可以看出走勢!! 在美國隊當道的現在~ 買 SOXX 也許比 TSM 來的好!! 對於強勁的漲幅, 有幾個時間點要題型大家注意: 6/5 非農就業數據 6/10 11 PPI CPI 通膨指標~ 6/16 17 FOMC 利率會議~ 以及美國國債指標~ 簡單說, SPACEX IPO 前問題不大~ 利空都不會反應!!! 6/12 IPO 後就要注意~ 畢竟吸金2兆USD 後, 還有 OPEN AI 與 Anthropic 要吸金~ 必須緊盯資金排擠效應!!