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逐创投观察
·
02-10 14:18
追觅科技亮相“超级碗”黄金广告位 全球化战略迎来新征程
全美一年一度的体育文化盛事“超级碗”重磅来袭,追觅科技投入千万美元,登陆赛事独家转播平台NBC的黄金广告位,向亿万观众展示了涵盖智能出行、智能厨电、智能个护、智能大家电、智能清洁等全场景智能生态,是中国首个霸屏全美的硬科技品牌。 “超级碗”以其庞大的收视规模与文化影响力,成为全球商业与品牌影响力的试金石。此次登陆,追觅科技将借助这一顶级流量入口,在北美乃至全球主流消费者心中,系统性建立“高端智能生态品牌”的认知,突破中国品牌长期面临的定价与认知天花板。 图说:追觅全场景智能科技生态亮相“超级碗”独家转播平台 在超级碗赛事期间,追觅“星空计划”旗舰概念车高调刷屏全美,展示了其在底盘、电池、AI交互、智能座舱等核心领域的突破性进展。其创新的“横向泊车、蟹行模式、原地微调与原地掉头”等核心功能,被海外媒体盛赞“正在重塑全球电动出行的想象力”。 这一动作清晰传递出追觅科技以全生态布局,强势进军全球高端市场的战略新阶段,展示其作为高端智能生态品牌的技术厚度与商业雄心,旨在全球高端市场格局中树立全新的发展范式。 这一大胆的品牌攻势,根植于追觅科技深厚的全球化市场根基。自2017年成立之初,追觅科技便定位全球高端市场,优先切入美国、新加坡、韩国、德国、法国等发达国家。目前,追觅科技已进入全球超120个国家和地区,全球实体门店数量超6500家,服务超4200万家庭。 2025年,追觅科技海外营收占比近80%,北美市场全品类营收同比激增189%,洗地机品类同比增长高达235%,扫地机营收同比增长150%。同时,近年来追觅科技陆续在硅谷、洛杉矶开设品牌体验店,成为少数在欧美市场拥有品牌溢价的高端智能生态品牌。 不仅如此,截至2025年底,追觅扫地机器人在全球30个国家市场占有率第一,在波兰、德国、瑞典等11个国家市占率超过40%;洗地机产
追觅科技亮相“超级碗”黄金广告位 全球化战略迎来新征程
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Reynor
·
02-06
期货讲堂文字实录:VIX抬高+高位横盘=大跌前兆?
各位朋友晚上好,我把 2 月 5 日这场课的重点整理成一份可直接阅读的文字稿,方便错过直播的朋友补课复盘。
$白银主连 2603(SImain)$
$迷你白银主连 2603(QImain)$
$白银2603(SI2603)$
老师一上来先复盘了上周金银的剧烈波动:周四直播后,周五和周一“黄金白银一起发生了历史性的这么一次下跌”,并强调他当时就提醒过“1月底2月初这个商品会有大的波动”。这次课的主线是:继续讲“美股股指”,并补充“美元指数和黄金白银的一个最新的看法”。
$黄金主连 2604(GCmain)$
$微黄金主连 2604(MGCmain)$
$1盎司黄金主连 2604(1OZmain)$
触发点:美联储主席提名与市场轮动这场课的标题核心是“美联储新主席提名落实”,老师认为这个提名“被认为是对于黄金白银下跌和这个美股下跌的一个直接的推手”。从年初开始,市场出现明显轮动:资金“从这些估值很贵的科技软件公司流出,流到了与经济周期、政策变化和市场动能相关的其他领域”。他反复提醒关注“主街板块”(与实体经济高度相关),并点名运输、零售、矿产、能源等方向,强调这些板块里不少个股“绝对的涨幅非常的高”。
期货讲堂文字实录:VIX抬高+高位横盘=大跌前兆?
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liuyinhu605:
别说空话,把收益率晒出来,让大家信服
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Ivan_甘灿荣
·
02-09 11:11
大波动的2月份到了,美股和白银在低位能抄底吗?
美股指每年均有固定需要关注的时间窗口--2、5、8、10月,在刚过去的2月第一周,似乎该时间点对美股指的影响又应验了。回想去年,美股指在2月份的时间内阶段性见顶,随后在特朗普对全球征收关税的消息下,使美股指短时间内跌幅达20%,更创出近几年单日下跌接近10%的历史纪录,尽管关税征收放缓后,美股指创出新高,但这类短期快速调整仍使大量投资者出现不必要的恐慌和损失。而今年同样的时间,美股指又发生了类似的调整,这是否意味着美股指会重复去年行情?就短期来看,美股指下跌主要因为市场对美联储新主席的态度还不够明确所导致,究竟是缩表的鹰派还是印钞的鸽派,目前市场还不够明确,所以此前市场过于乐观的预期受到了修正,由于并没有实质性的利空,所以预期股指仍是震荡。 一、 美股指后续走势如何? 技术上,标普仍站在20周均线之上,这意味着美股指仍处于上涨趋势中。下周的非农和CPI数据不大超市场预期,那美股指也难有较大波动,鉴于目前距离中期选举的时间尚早,美股指即便发生调整,特朗普也有足够时间引领美股指回归趋势线之上,所以今年的美股指基本面情况比去年同期的美股指要好一点,根据历史统计,中期选举前两三个季度是美股指最利空的时候,所以目前对美股指的策略,仍以20周均线作为跟踪对象,跌破则小量买入看跌期权进行保护。由于美股指持续震荡,VIX指数并未提高,说明当前美股指期权相对便宜,跌破均线买入看跌期权比较划算,同时由于当前处于美股指的2月敏感时间窗口,买入期权则不怕行情出现快速反向行情,更容易风控。
$NQ100指数主连 2603(NQmain)$
$微型NQ100指数主连 2603(MNQmain)$
<
大波动的2月份到了,美股和白银在低位能抄底吗?
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LeoIII.:
白银这波杀跌太猛,抄底别急,等下周稳点。
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ThomasWong
·
02-06
1011月金价跌了也是一群同样的**出来分析高位横盘结果被干到si都出来,这次估计又是如出一辙
1011月金价跌了也是一群同样的**出来分析高位横盘结果被干到si都出来,这次估计又是如出一辙
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Brant0402
·
02-09 15:54
黄金强震,摩根大通:逢低买入!坚定看涨至$6300!
2月初,黄金市场经历了一场令人震惊的暴跌。短短两天内,金价从历史高点5594.82美元/盎司暴跌超过1000美元,跌幅超过11%。这一跌幅堪比黄金40年来最惨烈的时刻,可与1980年1月的13%暴跌和1983年2月的12%崩盘相提并论。 然而,面对如此剧烈的价格调整,华尔街顶级投行并未改变其看涨立场。摩根大通和德意志银行不约而同地在上周一发布研究报告,不仅重申了对黄金的积极展望,摩根大通甚至将2026年底金价预测从5055美元/盎司大幅上调至6300美元/盎司。相较于目前的金价水平,意味着黄金还有高达27%的涨幅。而过去一年该贵金属已实现了73.70%的飙升。 暴跌导火索:美联储人事变动引发的连锁反应 此次黄金暴跌的直接催化剂是Kevin Warsh被提名为下一任美联储主席。市场普遍认为Warsh比其他候选人更为鹰派,这意味着美联储可能维持更长时间的紧缩政策。这一消息立即引发了美元的空头回补,美元指数反弹对以美元计价的黄金形成压制。 更重要的是,黄金在此前几周经历了快速上涨,价格已经严重超买。技术面的过度延伸使得市场极易遭遇获利回吐。当美联储人事这一利空消息出现时,大量多头仓位开始平仓,引发了踩踏式下跌。 摩根大通看涨黄金的核心逻辑:结构性趋势远未结束 尽管短期波动剧烈,摩根大通的研究团队却选择在此时上调金价预测,这显示出他们对黄金中长期前景的深刻信心。其核心投资逻辑可以归纳为以下几点: 1. 实物资产vs纸面资产:范式转换仍在继续 摩根大通强调,黄金受益于"清晰的、结构性的、持续的多元化趋势"。这一趋势的本质是全球投资者正在从纸面资产(股票、债券、现金)转向实物资产(大宗商品、房地产、基础设施)。这不是短期的市场情绪波动,而是一场深层次的资产配置范式转换。 &n
黄金强震,摩根大通:逢低买入!坚定看涨至$6300!
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JamesWalton:
暴跌后机会来了,冲黄金!
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程俊Dream
·
02-09 13:44
大幅的震荡行情已经展开,不要轻易相信任何一次反弹
自从去年10月崩盘之后,加密的颓势就一直没有得到缓解。随着上周以太跌破2000,比特币逼近60000大关,整个加密资产基本已经属于被市场抛弃的状态。这也意味着其领先指标的价值已经不再有效。而上周宽幅震荡之后,贵金属则预计会在后续一段时间内进入到多空拉锯的局面。以比特币作为参照物,币价在比较短的时间内连续跌破了10万和8万/7.5万两个较为关键的水平。而且市场的反弹也是软绵无力,甚至都未能摸到10万美元。现在的价格已经回落至特朗普当选之前的低位,如果这一区间也失守的话,下方基本就是一片开阔地。这里也基本是不少ETF构建头寸的起始点,多杀多的局面一旦出现,后果将会十分严重。
$CME比特币主连 2602(BTCmain)$
$南方一倍做空比特币(07376)$
$比特币ETF-Grayscale(GBTC)$
当然,从上周的情况来看,多头也不会轻易放弃最后一个堡垒。这会意味着市场短期将出现修复的反弹,但是高度可能也不会很高。预计在8万往上,就会面临新的抛售压力。比较好的情况就是多空拉锯,更弱的情况就是反抽后快速下行。当然这也会取决于外部消息和其他资产的表现,但坚持逢高卖出会是未来相当长一段时间内的首选。 和加密相比,贵金属虽然也在近期出现了较大的回撤,尤其是白银几乎从高位出现了接近腰斩的跌幅,但短期扩大跌幅的风险并不大。从上周的情况来看, 银弱金强的“老传统”似乎有望再次回归。一方面,这可能意味着长期的白银牛市已经结束了,另一方面,在黄金韧性足够的情况下,市场大概率会陷入震荡。在前一个牛市加速之前,黄金曾经出现过
大幅的震荡行情已经展开,不要轻易相信任何一次反弹
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quiettt:
加密崩了真惨,黄金震荡还得等机会
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美股总指挥
·
02-05
$微黄金2604(MGC2604)$
多头有时候会对空头发动偷袭,十分钟涨百八十个点,空头缓过来多头才会撤退
$微黄金2604(MGC2604)$ 多头有时候会对空头发动偷袭,十分钟涨百八十个点,空头缓过来多头才会撤退
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真灼财经
·
02-08
【真灼港股名家】“非农+CPI”重磅数据冲击,美元、美股背道而驰
市场高度关注的1月非农就业报告延至周三(2月11日)发布,同时1月消费者价格指数(CPI)报告也延后至周五揭晓。这意味着本周不仅是春节前最后一个交易周,更将迎来“非农+CPI”的双重重磅数据冲击。这次延期决定主要因此前美国政府部分停摆导致的数据收集工作中断,尽管特朗普政府已与参议院民主党人达成拨款协议并于上周二深夜结束停摆,但劳工部门仍需时间完成数据汇整与核实工作。 当前市场普遍预期,1月非农就业人数将增加约6万人,略高于12月仅增5万人的低迷表现。失业率方面,市场预期将维持4.4%,与前值持平。值得注意的是,上周公布的“小非农”ADP数据显示,1月私营部门仅新增2.2万个就业岗位,不仅低于预期的4.5万人,更创下近年来新低。这一数据暗示,美国劳动力市场仍在延续”低招聘、低裁员”的停滞状态。 另外,此次非农报告还将包含年度就业数据修正。市场普遍预期,修正后的数据显示,自2025年3月的一年内,美国就业成长将弱于此前初步统计结果。如果历史数据向下修正,将较单月非农数据更能重塑市场对美国劳动力市场健康状况的认知,进而影响美联储的政策路径判断。 另外,原定于2月11日发布的1月消费者价格指数(CPI)报告,现已调整至2月13日公布。预期1月CPI年率预期值约为2.7%,与12月数据持平。 尽管美联储在1月议息会议后删除了“通膨已上升”的表述,但近期关税政策的不确定性以及服务业的通膨黏性,仍让市场对通膨前景保持警惕。 旧金山联邦储备银行行长Mary Daly表示,她认为需要再降息一到两次以应对日益疲软的劳动力市场状况。Daly特别关注工人面临的处境,高物价侵蚀工资而且就业机会有限。她指出,近期大学毕业生在寻找工作时面临的困难是劳动力市场疲软的令人担忧的指标。 Daly今年在美联储制定利率的委员会中没
【真灼港股名家】“非农+CPI”重磅数据冲击,美元、美股背道而驰
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数汇交易
·
16:06
黄金今晚可能有动作,非农数据或成为催化剂~
..
黄金今晚可能有动作,非农数据或成为催化剂~
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罗尼交易指南
·
12:07
大非农怎么操作,才能稳稳的幸福?
..
大非农怎么操作,才能稳稳的幸福?
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合约简介
合约名称
微黄金2604
合约代码
MGC2604
合约别名
交易所
纽约商品交易所
合约类型
贵金属
合约单位
10盎司
货币
美元
最小波动单位
0.1(美元/盎司)=1美元
合约价值
最新价×10美元
交易时间
18:00(T-1)-17:00
时区
美国东部标准时
第一个通知日
20260331
最后交易日
20260428
交易所规格
格式链接
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-3.000(-0.54%)
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技术上,标普仍站在20周均线之上,这意味着美股指仍处于上涨趋势中。下周的非农和CPI数据不大超市场预期,那美股指也难有较大波动,鉴于目前距离中期选举的时间尚早,美股指即便发生调整,特朗普也有足够时间引领美股指回归趋势线之上,所以今年的美股指基本面情况比去年同期的美股指要好一点,根据历史统计,中期选举前两三个季度是美股指最利空的时候,所以目前对美股指的策略,仍以20周均线作为跟踪对象,跌破则小量买入看跌期权进行保护。由于美股指持续震荡,VIX指数并未提高,说明当前美股指期权相对便宜,跌破均线买入看跌期权比较划算,同时由于当前处于美股指的2月敏感时间窗口,买入期权则不怕行情出现快速反向行情,更容易风控。 $NQ100指数主连 2603(NQmain)$ $微型NQ100指数主连 2603(MNQmain)$ 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