【project: x-monitor】
📊 账号监控摘要 [project: twitter] | 2026-09-15 08:01 BJT
共 16 条推文(夜间积累(22:00–08:00))

**速览**

- FOMC前AI股大跌,SPX恐破7600支撑
- QQQ破700看693,META守650看700
- MU、SNDK盘前重挫,软件股反弹
- Frank trading止盈SNDK、SKHY多头及对冲
- 币安推24/7美股永续,深度待验证

**期权与交易**

- https://x.com/EliteOptions2 — FOMC前大跌,SPX破7600看跌7550,QQQ破700看693,META守650看700 → [原文](https://x.com/EliteOptions2/status/2099483335978278965)
- https://x.com/Franktradinglog — 上周止盈SNDK、SKHY多头及SPX put spread对冲,9/11提前布局反弹赚6倍 → [原文](https://x.com/Franktradinglog/status/2099471768566325734)

**科技与AI**

- https://x.com/jukan05 — TrendForce称4层HBM产能不足,博主认为厂商本就不愿多产 → [原文](https://x.com/jukan05/status/2099477271182717429)
- https://x.com/Citi — Citi与Crusoe AI在TMT大会谈AI基建,灵活数字基建优化电网、降能耗 → [原文](https://x.com/Citi/status/2099496176416391655)

**其他**

- https://x.com/octopusycc — 币安称美股永续合约上半年成交6663亿美元占样本55.5%,但深度未必匹配现货 → [原文](https://x.com/octopusycc/status/2099486724238008469)

**整体情绪**:分化 — FOMC前AI股承压,交易者观望反弹信号