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NQ100指数主连 2603(NQ)
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狗庄专治各种不服
·
01-17 01:41
$苹果(AAPL)$
创10月20以来的新低
$NQ100指数主连 2603(NQmain)$
$纳斯达克(.IXIC)$
$苹果(AAPL)$ 创10月20以来的新低 $NQ100指数主连 2603(NQmain)$ $纳斯达克(.IXIC)$
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nbnbynmm
·
01-16 23:42
$NQ100指数主连 2603(NQmain)$
这是真的垃圾死了
$NQ100指数主连 2603(NQmain)$ 这是真的垃圾死了
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yesh13
·
01-17 20:26
$标普500(.SPX)$
$NQ100指数主连 2603(NQmain)$
一般美股可分为三个阶段: 1、市广狭窄,市场由巨头(大科技板块)带路,市场复苏;资金开始逐步进入; 2、市广改善,中小板块崛起,像IWM开始上涨,市广扩展;资金在板块间轮动; 3、市广收窄,巨头重回领导地位(大科技板块)市场见顶;资金逐步撤出; 目前为止从量价比和筹码流动来看处于2阶段的尾声;资金仍在场内轮动;当然在轮动过程中也会出现普涨行情(比如去年10月中旬),这是典型的“尾鱼行情”特征:小票蛮天飞,市场情绪高,人人赚钱;往往也就是这阶段持有大票(像M7)蛮难受;等到大票开始拉动其实就是大资金开始逐步撤离之时(比如从小票开始撤退);这就是第三阶段开始;目前还未进入第三阶段,所以还能蹦跶一段时间;可以逐步移动止盈而非再二次三次进去追高;最后基本上就是以拉升M7里的巨头:AAPL或MSFT或GOOGL或AMZN为收尾模式。
$标普500(.SPX)$ $NQ100指数主连 2603(NQmain)$ 一般美股可分为三个阶段: 1、市广狭窄,市场由巨头(大科技板块)带路,市场复...
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存钱游乐场
·
01-16 20:25
哪里有泡沫啊,数据最实在。从2020年1月1日到现在,黄金涨了3.03倍,
$NQ100指数主连 2603(NQmain)$
100也涨了2.95倍
哪里有泡沫啊,数据最实在。从2020年1月1日到现在,黄金涨了3.03倍, $NQ100指数主连 2603(NQmain)$ 100也涨了2.95倍
# 纳指两连跌!选择观望or逢低进场?
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大小摩
·
01-16 20:22
半导体一直在创新高,但纳斯达克就是不创新高,道指、标普、罗素也都近期新高了。 [打脸]
$纳斯达克(.IXIC)$
$NQ100指数主连 2603(NQmain)$
半导体一直在创新高,但纳斯达克就是不创新高,道指、标普、罗素也都近期新高了。 [打脸]$纳斯达克(.IXIC)$ $NQ100指数主连 2603(NQma...
# 纳指两连跌!选择观望or逢低进场?
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狗庄专治各种不服
·
01-16 14:52
$恒生指数主连 2601(HSImain)$
斜劈叉,但丝毫不影响
$NQ100指数主连 2603(NQmain)$
$恒生指数主连 2601(HSImain)$ 斜劈叉,但丝毫不影响 $NQ100指数主连 2603(NQmain)$
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狗庄专治各种不服
·
01-16 07:33
假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心,恶意发布假新闻,造粪机。
$微软(MSFT)$
$纳斯达克(.IXIC)$
$NQ100指数主连 2603(NQmain)$
摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!
摩根大通最新一线调研显示,微软在云生态整合领域建立巨大优势,被业界形容为“领先至少10光年”。其通过Work IQ、Fabric IQ等能力构建协同产品矩阵,成为企业AI与数字化转型的首选。与此同时,AI项目正加速从试点迈向规模化生产,预算从数十万美元跃升至数百万美元级别,且投资回报日益可衡量。
摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!
假新闻。。。我用谷歌搜了对应的英文和中文,都没有外媒报道,只看到富途和国内的媒体报道,而且10光年的说法最早在25年11月就有了,最近又老调重谈,真是恶心...
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理想之城
·
01-15 20:35
主力拉高出货,这太明显了。你们觉得台积电在美国的地位到底有多高?别提它在芯片行业多重要了,很多时候整个芯片板块都带不动纳指100,更别指望台积电涨能带动纳指,影响其实没那么大
$NQ100指数主连 2603(NQmain)$
主力拉高出货,这太明显了。你们觉得台积电在美国的地位到底有多高?别提它在芯片行业多重要了,很多时候整个芯片板块都带不动纳指100,更别指望台积电涨能带动纳...
# 纳指两连跌!选择观望or逢低进场?
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欲山行
·
01-15 20:30
大V,开盘直接跳空大涨!空头们小心了,要开始嘎空了,直接大涨1000点。
$NQ100指数主连 2603(NQmain)$
迈向40000点!
大V,开盘直接跳空大涨!空头们小心了,要开始嘎空了,直接大涨1000点。 $NQ100指数主连 2603(NQmain)$ 迈向40000点!
# 纳指两连跌!选择观望or逢低进场?
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檀香资本
·
01-15 10:42
$NQ100指数主连 2603(NQmain)$
从十月底横盘到现在,什么原因?CPI数据也拉不起来。
$NQ100指数主连 2603(NQmain)$ 从十月底横盘到现在,什么原因?CPI数据也拉不起来。
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合约简介
合约名称
NQ100指数2603
合约代码
NQ2603
合约别名
纳斯达克100、迷你纳指
交易所
芝加哥商品交易所
合约类型
股指期货
合约单位
指数点×20美元
货币
美元
最小波动单位
0.25(指数点)=5美元
合约价值
指数点×20美元
交易时间
17:00(T-1)-16:00
时区
美国中部标准时
第一个通知日
- -
最后交易日
20260320
交易所规格
格式链接
热议股票
1.
英伟达
NVDA
186.23
iPhone 8
-0.82(-0.44%)
2.
阿里巴巴-W
09988
166.200
iPhone 8
+1.600(+0.97%)
3.
阿里巴巴
BABA
165.40
iPhone 8
-5.53(-3.24%)
4.
特斯拉
TSLA
437.50
iPhone 8
-1.07(-0.24%)
5.
2倍做多白银ETF-ProShares
AGQ
243.16
iPhone 8
-14.60(-5.66%)
6.
携程集团—S
09961
466.200
iPhone 8
+6.200(+1.35%)
7.
携程网
TCOM
61.77
iPhone 8
+0.47(+0.77%)
8.
苹果
AAPL
255.53
iPhone 8
-2.68(-1.04%)
9.
ARK Innovation ETF
ARKK
81.68
iPhone 8
-0.25(-0.31%)
10.
白银ETF-iShares
SLV
81.02
iPhone 8
-2.30(-2.76%)
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AI项目加速落地</strong></h2>\n<p>报告指出<strong>,微软在生态整合方面建立显著优势,被受访者描述为“领先其他厂商至少10光年”。其通过将Work IQ、Fabric IQ等能力系统性融入产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>,构建了以全局效率与数据洞察为核心的协同生态。</strong></p>\n<p>相比之下,AWS更聚焦基础设施层,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则深耕数据领域。这种差异已转化为实际市场表现——有联邦业务相关人士透露,其所在机构的Azure团队规模已显著超过AWS团队。</p>\n<p>同时,<strong>AI应用正加速从试点迈向规模化生产。</strong>系统集成商观察到,AI项目预算已从25-50万美元的试点范围,扩展至250-500万美元的生产级部署,且多数企业基于OpenAI和Anthropic的API构建内部解决方案。具体案例显示,AI已能帮助生物技术客户将分子筛选周期从五年缩短至数周,节省数百万美元研发成本,标志着AI投资回报率进入可量化、可感知阶段。</p>\n<h2>AI规模化面临成本与落地挑战</h2>\n<p><strong>尽管微软优势明显,但竞争持续激烈:AWS被视为最接近的追赶者,<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>则以敏捷姿态紧随其后。</strong>数据层面亦呈现融合与分野并存态势——Snowflake与Databricks相互渗透,企业选择常受其文化驱动:业务导向型偏好Snowflake,技术导向型倾向Databricks,而大型企业往往两者兼备。</p>\n<p>报告亦提示行业面临结构性挑战:推理成本因计入销售成本而受到更严格审视;AI项目规模化仍受制于“可重复、标准化用例”的不足;此外,落地过程中的变革管理亦是关键制约因素。</p>\n<h2>IT预算趋稳 数据投入升温</h2>\n<p>多位受访者指出,2026年IT预算不会爆发式增长,但管道健康。关键变化在于:\"现在是CFO和财务部门审查IT支出,三年前是CIO主导。客户关注更短周期、ROI和现金回报。\"有系统集成商表示存在\"非AI软件的积压支出\",企业意识到需要同步维护CRM、HCM和ERP等核心系统。</p>\n<p>数据基础设施投资持续活跃。受访者称:\"客户对数据现代化非常认真,意识到差距后正在积极应对。\"Snowflake和Databricks账单增长迅速,虽然有时让客户感到意外,但大多数仍认可价值。Databricks Lakebase在Azure上的Q3采用率显著提升。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根大通一线调研:微软领先所有人至少10光年,生态整合能力非常强大!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 00:18 北京时间 <a href=https://wallstreetcn.com/articles/3763380><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通最新一线调研指出,微软已在云生态整合领域建立巨大优势,被受访者形容为“领先所有人至少10光年”,其全面且协同的产品体系正成为企业规模化部署AI与数字化转型的首选平台。\n此次结论基于对超过30位行业关键参与者(包括系统集成商、软件供应商、经销商及大型客户)的深度访谈。调研进一步揭示,未来12-18个月软件市场的关键趋势包括:AI项目正从试点规模(25-50万美元)向生产级投入(250万-...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763380\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4585":"ETF&股票定投概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1718418525.SGD":"JPMorgan 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