两大利空突袭，直线下杀，抄底机会在何时？

新浪财经01-14

（来源：股掌柜风哥）回顾：今天有两个利空，一个是融资保证金最低比例从80%提高至100%，这是下午调整的直接原因。还有一个利空是【多只权重股尾盘竞价再现巨额压单】，招商银行压单金额65亿元，兴业、中免、平安、恒瑞、茅台压单金额均超10亿。大致压了200多亿的权重卖盘，也都是降温的信号。有机构估算相当于减少6600亿增量资金。今天量能接近4万亿了，这是历史天量；两融余额2.5万亿，也是历史记录，这里...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2603182226?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-14 19:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2603182226","market":"hk","top_or_hot":-1,"title":"两大利空突袭，直线下杀，抄底机会在何时？","media":"新浪财经","content":"<div>\n<p>（来源：股掌柜风哥）回顾：今天有两个利空，一个是融资保证金最低比例从80%提高至100%，这是下午调整的直接原因。还有一个利空是【多只权重股尾盘竞价再现巨额压单】，招商银行压单金额65亿元，兴业、中免、平安、恒瑞、茅台压单金额均超10亿。大致压了200多亿的权重卖盘，也都是降温的信号。有机构估算相当于减少6600亿增量资金。今天量能接近4万亿了，这是历史天量；两融余额2.5万亿，也是历史记录，这里...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194320a4c321e0&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>两大利空突袭，直线下杀，抄底机会在何时？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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两大利空突袭，直线下杀，抄底机会在何时？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194320a4c321e0&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：股掌柜风哥）回顾：今天有两个利空，一个是融资保证金最低比例从80%提高至100%，这是下午调整的直接原因。还有一个利空是【多只权重股尾盘竞价再现巨额压单】，招商银行压单金额65亿元，兴业、中免、平安、恒瑞、茅台压单金额均超10亿。大致压了200多亿的权重卖盘，也都是降温的信号。有机构估算相当于减少6600亿增量资金。今天量能接近4万亿了，这是历史天量；两融余额2.5万亿，也是历史记录，这里...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194320a4c321e0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320764599.SGD","symbol_name":"FTIF - Templeton China A Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194320a4c321e0&s=b","article_id":"2603182226","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260114194320a4c321e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603182226","pubTimestamp":1768388400,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"回顾：今天有两个利空，一个是融资保证金最低比例从80%提高至100%，这是下午调整的直接原因。风哥带大家来盘点一下~~~会议举办：1月下半旬，第五届AIGC中国开发者大会，人工智能+应用场景创新大会都将会召开。业绩披露：下周美股应用4季度业绩逐步披露，3季度海外AI业务数据已边际改善，26年业绩指引有望进一步上修。此外AI医疗、AI购物两大分支皆有利好来袭。随着重复使用火箭技术的成熟，未来发射成本将大幅下降。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82318":"中国平安-R","601318":"中国平安","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","03145":"华夏亚洲高息股","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","01276":"恒瑞医药","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","PNGAY":"中国平安ADR","LU0823426308.USD":"法巴中国股票基金","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","02318":"中国平安","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","HPAD.SI":"Ping An Ins HK SDR2to1","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","03968":"招商银行","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC"},"translate_title":"Two major negative raids, killing in a straight line, when is the opportunity to buy the bottom?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82318":0.6,"601318":0.6,"HPAD.SI":0.6,"03968":0.9,"03145":0.6,"PNGAY":0.6,"02318":0.9,"01276":0.9,"PAImain":0.6},"content_text":"（来源：股掌柜风哥）回顾：今天有两个利空，一个是融资保证金最低比例从80%提高至100%，这是下午调整的直接原因。还有一个利空是【多只权重股尾盘竞价再现巨额压单】，招商银行压单金额65亿元，兴业、中免、平安、恒瑞、茅台压单金额均超10亿。大致压了200多亿的权重卖盘，也都是降温的信号。有机构估算相当于减少6600亿增量资金。今天量能接近4万亿了，这是历史天量；两融余额2.5万亿，也是历史记录，这里降温一下，是好事。风哥经历过的牛市，途中也会有很多急跌，急跌不要怕，这是去弱换强的机会，别等情绪一致的时候才反应过来，再去追。接下来资金会集中到几个局部分支板块，更为极致的抱团，后面注意这种风格的转换。——AI应用——AI应用这两天大有取代商业航天，成为全市场第一大题材的可能。利好催化非常非常多。风哥带大家来盘点一下~~~会议举办：1月下半旬，第五届AIGC中国开发者大会，人工智能+应用场景创新大会都将会召开。春晚利好：字节豆包火山引擎成为2026年2月17日央视春晚独家AI云合作伙伴。重磅消息：2月 DeepSeek新大模型预计将在春节前后发布。外围催化：2月马斯克旗下AI开发的大语言模型Grok重大升级。业绩披露：下周美股应用4季度业绩逐步披露，3季度海外AI业务数据已边际改善，26年业绩指引有望进一步上修。此外AI医疗、AI购物两大分支皆有利好来袭。AI医疗：OpenAI 1亿美元收购医疗AI初创公司Torch，ChatGPT Health迎来“最强大脑”。AI购物：谷歌推出最新专业版“双子座”（Gemini）人工智能大模型，该工具可实现商品搜索、购物下单以及与零售商客服沟通等功能。风哥把AI应用这一系列的分支+板块给大家整理一下~~~AI营销：蓝色光标、易点天下、省广集团、利欧股份、值得买AI购物：值得买、浙数文化AI金融：同花顺、东方财富、指南针、赢时胜、威士顿AI游戏：完美世界、神州泰岳、恺英网络、昆仑万维、三七互娱AI医疗：卫宁健康、创业慧康、万达信息、久远银海这是1月的主线，需要重点关注，重视起来！——商业航天——商业航天有两个利好消息来袭~利好1）1月13日23时25分，长征八号甲遥七在海南商业航天发射场成功发射，将卫星互联网低轨18组卫星送入预定轨道，这是长征系列第625次发射。利好2）中国申请20.3万颗卫星频轨资源，已官宣卫星发射节奏：7年内发射首批的10%，9年内完成50%，14年内完成全部部署。时间紧任务重，加大马力接着干。随着重复使用火箭技术的成熟，未来发射成本将大幅下降。利好3）蓝箭航天披露，已与垣信卫星签署正式发射服务合同，其朱雀三号中大型液氧甲烷可重复使用运载火箭，中标垣信卫星2025年运载火箭发射服务（一箭18星）采购项目。蓝箭航天表示将以批量化、高频次的发射服务满足垣信卫星“千帆星座”重大战略需求。商业航天板块今天有20多家涨停，整体朝着低位通信分支转变，海格通信、烽火通信表现非常强势。但又出现强分歧，跌停上还躺着一批，主要是触发监管异动跌的多，后期要规避掉有异动的。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603182226","isCrawlerRequest":true}