贝森特在美伊战争期间_老虎社区_美港股上老虎

贝森特在美伊战争期间，已经采用了激进和非常规的刺激了，很多人都会以为中期选举期间，懂王想赢、也会采取激进的方法，谁知道人家根本就没有采取，而且中性的也没有采取，用了中性下面的最佳助攻民主挡的方法，

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16:30","market":"fut","language":"zh","title":"瑞银Q3双向布局黄金期权，重押科技股、建仓SK海力士","url":"https://stock-news.laohu8.com/highlight/detail?id=2682330371","media":"智通财经","summary":"双向布局黄金期权，建仓SK海力士、增持SpaceX新建仓方面，韩国存储芯片厂商SK海力士为新增披露中规模最大的一只，合计持仓约585万股、市值约10.77亿美元。此外，瑞银还新增电子制造服务商Celestica看涨期权、实验室检测服务商Labcorp看涨期权等。从持仓比例变化来看，瑞银集团第三季度前五大买入标的分别是：黄金ETF看跌期权 、黄金ETF看涨期权、SpaceX 、埃克森美孚 和AMD看涨期权。","content":"<html><head></head><body><p style=\"text-align: left;\">11月11日，根据美国证券交易委员会(SEC)披露，瑞银集团(UBS.US)递交了截至2026年9月30日的第三季度持仓报告(13F)。</p><p style=\"text-align: left;\">第三季度，瑞银持仓总市值约为7700亿美元，上一季度约为7900亿美元，环比下降2.5%;前十标的持仓比例为13.77%，持仓时间为23.7个季度。该季度，瑞银新增标的1,776只，加仓4,595只，减持4,231只，清仓1,033只;组合换手率为23.06%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/631defd97044a45a7dbe6be30a970522\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\"><strong>前五大重仓：微软减持逾一成，英伟达仍居首</strong></p><p style=\"text-align: left;\">半导体与加速计算芯片厂商英伟达(NVDA.US)位列第1，持仓约8,112万股，持仓市值约185.26亿美元，占投资组合比例为2.42%，持仓数量较上季度减少2.35%。</p><p style=\"text-align: left;\">消费电子厂商苹果(AAPL.US)位列第2，持仓约4,690万股，持仓市值约156.18亿美元，占投资组合比例为2.04%，持仓数量较上季度减少9.47%。</p><p style=\"text-align: left;\">软件与云服务厂商微软(MSFT.US)位列第3，持仓约3,033万股，持仓市值约155.57亿美元，占投资组合比例为2.03%，持仓数量较上季度减少15.47%。</p><p style=\"text-align: left;\">半导体与基础软件厂商<a href=\"https://laohu8.com/S/600455\">博通</a>(AVGO.US)位列第4，持仓约2,508万股，持仓市值约88.07亿美元，占投资组合比例为1.15%，持仓数量较上季度减少0.25%。</p><p style=\"text-align: left;\">电商与云计算厂商亚马逊(AMZN.US)位列第5，持仓约3,433万股，持仓市值约85.52亿美元，占投资组合比例为1.12%，持仓数量较上季度增加0.27%。</p><p style=\"text-align: left;\">排名第六至十的其他重仓股为：互联网与云计算厂商Alphabet(GOOGL.US)、跟踪<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的SPDR S&amp;P 500 ETF Trust(SPY.US)、SPDR黄金ETF看跌期权(GLD.US，PUT)、SPY看跌期权(PUT)以及跟踪发达市场股票的<a href=\"https://laohu8.com/S/IEFA\">iShares Core MSCI EAFE ETF</a>。</p><p style=\"text-align: left;\">其中，Alphabet持仓约2,391万股、市值约82.26亿美元，占比1.08%，数量减少5.60%;SPY持仓约1,042万份、约79.44亿美元，占比1.04%，减少15.09%;GLD看跌期权持仓约2,063万份、约78.58亿美元，占比1.03%，数量增加1,276.64%;SPY看跌期权持仓约961万份、约73.31亿美元，占比0.96%，减少14.88%;最后一只ETF持仓约7,171万份、约69.48亿美元，占比0.91%，增加3.02%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1bd04bcbafc1c60ff4dd35e68f95d98\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\"><strong>行业分布：科技权重最高，ETF占前二十大近三分之一</strong></p><p style=\"text-align: left;\">行业分布上，信息技术仍是权重最高的方向。前十大重仓中有6只科技股，合计占组合约9.84%，其中半导体3只、互联网平台3只;若放宽至前二十大，科技股增至9只，合计约12.26%。金融板块在前二十大中占2席，为摩根大通(JPM.US)与瑞银集团自身(UBS.US)，合计约1.40%。</p><p style=\"text-align: left;\">指数与商品ETF也备受青睐。前二十大中有8只为ETF，合计约6.60%，覆盖标普500、纳斯达克100、发达市场股票与黄金四类敞口，其中标普500相关的现货与期权合计约2.26%，黄金相关约2.16%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62128240c4d46361127ad9265c88bfe4\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\"><strong>双向布局黄金期权，建仓<a href=\"https://laohu8.com/S/000660.KR\">SK海力士</a>、增持<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></p><p style=\"text-align: left;\">新建仓方面，韩国存储芯片厂商<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>(SKHY.US)为新增披露中规模最大的一只，合计持仓约585万股、市值约10.77亿美元。此外，瑞银还新增电子制造服务商Celestica(CLS.US)看涨期权、实验室检测服务商Labcorp(LH.US)看涨期权等。</p><p style=\"text-align: left;\">从持仓比例变化来看，瑞银集团第三季度前五大买入标的分别是：黄金ETF看跌期权(GLD.US,PUT) 、黄金ETF看涨期权(GLD.US,CALL)、SpaceX(SPCX.US) 、埃克森美孚(XOM.US) 和AMD看涨期权(AMD.US,CALL)。前五大卖出标的分别为：礼来看涨期权(LLY.US,CALL)、纳指100ETF看涨期权(QQQ.US,CALL)、标普500ETF看涨期权(SPY.US,CALL) 、亚马逊看涨期权(AMZN.US,CALL) 以及台积电。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e1e311407cb56a3a92f9866b59011d5\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p></body></html>","source":"stock_zhitongcaijing","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\" 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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瑞银Q3双向布局黄金期权，重押科技股、建仓SK海力士\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-11 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1521600.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月11日，根据美国证券交易委员会(SEC)披露，瑞银集团(UBS.US)递交了截至2026年9月30日的第三季度持仓报告(13F)。第三季度，瑞银持仓总市值约为7700亿美元，上一季度约为7900亿美元，环比下降2.5%;前十标的持仓比例为13.77%，持仓时间为23.7个季度。该季度，瑞银新增标的1,776只，加仓4,595只，减持4,231只，清仓1,033只;组合换手率为23.06%。前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1521600.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"XLK":"高科技指数ETF-SPDR","09834":"安硕纳指一百—U","UGL":"2倍做多黄金ETF-ProShares","SK":"2倍做多海力士ETF-Corgi","DGP":"二倍做多黄金ETN(PowerShares)","IAU":"黄金信托ETF-iShares","RAM":"2倍做多DRAM ETF-T-REX","07261":"FL二华夏纳一百","DZZ":"德银黄金两倍做空ETN","SKDD":"2倍做空海力士ETF-GraniteShares","03086":"华夏纳指","000660.KR":"SK海力士","SKUU":"2倍做多海力士ETF-GraniteShares","IAUI":"NEOS Gold High Income ETF","OUNZ":"VanEck Merk黄金股票基金","GLD":"黄金ETF-SPDR","DULL":"MICROSECTORS 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Target Income ETF®","FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","03516":"博时港交所韩交所半导体指数ETF","HYNX":"2倍做多海力士ETF-T-REX"},"source_url":"http://www.zhitongcaijing.com/content/detail/1521600.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2682330371","content_text":"11月11日，根据美国证券交易委员会(SEC)披露，瑞银集团(UBS.US)递交了截至2026年9月30日的第三季度持仓报告(13F)。第三季度，瑞银持仓总市值约为7700亿美元，上一季度约为7900亿美元，环比下降2.5%;前十标的持仓比例为13.77%，持仓时间为23.7个季度。该季度，瑞银新增标的1,776只，加仓4,595只，减持4,231只，清仓1,033只;组合换手率为23.06%。前五大重仓：微软减持逾一成，英伟达仍居首半导体与加速计算芯片厂商英伟达(NVDA.US)位列第1，持仓约8,112万股，持仓市值约185.26亿美元，占投资组合比例为2.42%，持仓数量较上季度减少2.35%。消费电子厂商苹果(AAPL.US)位列第2，持仓约4,690万股，持仓市值约156.18亿美元，占投资组合比例为2.04%，持仓数量较上季度减少9.47%。软件与云服务厂商微软(MSFT.US)位列第3，持仓约3,033万股，持仓市值约155.57亿美元，占投资组合比例为2.03%，持仓数量较上季度减少15.47%。半导体与基础软件厂商博通(AVGO.US)位列第4，持仓约2,508万股，持仓市值约88.07亿美元，占投资组合比例为1.15%，持仓数量较上季度减少0.25%。电商与云计算厂商亚马逊(AMZN.US)位列第5，持仓约3,433万股，持仓市值约85.52亿美元，占投资组合比例为1.12%，持仓数量较上季度增加0.27%。排名第六至十的其他重仓股为：互联网与云计算厂商Alphabet(GOOGL.US)、跟踪标普500指数的SPDR S&P 500 ETF Trust(SPY.US)、SPDR黄金ETF看跌期权(GLD.US，PUT)、SPY看跌期权(PUT)以及跟踪发达市场股票的iShares Core MSCI EAFE ETF。其中，Alphabet持仓约2,391万股、市值约82.26亿美元，占比1.08%，数量减少5.60%;SPY持仓约1,042万份、约79.44亿美元，占比1.04%，减少15.09%;GLD看跌期权持仓约2,063万份、约78.58亿美元，占比1.03%，数量增加1,276.64%;SPY看跌期权持仓约961万份、约73.31亿美元，占比0.96%，减少14.88%;最后一只ETF持仓约7,171万份、约69.48亿美元，占比0.91%，增加3.02%。行业分布：科技权重最高，ETF占前二十大近三分之一行业分布上，信息技术仍是权重最高的方向。前十大重仓中有6只科技股，合计占组合约9.84%，其中半导体3只、互联网平台3只;若放宽至前二十大，科技股增至9只，合计约12.26%。金融板块在前二十大中占2席，为摩根大通(JPM.US)与瑞银集团自身(UBS.US)，合计约1.40%。指数与商品ETF也备受青睐。前二十大中有8只为ETF，合计约6.60%，覆盖标普500、纳斯达克100、发达市场股票与黄金四类敞口，其中标普500相关的现货与期权合计约2.26%，黄金相关约2.16%。双向布局黄金期权，建仓SK海力士、增持SpaceX新建仓方面，韩国存储芯片厂商SK海力士(SKHY.US)为新增披露中规模最大的一只，合计持仓约585万股、市值约10.77亿美元。此外，瑞银还新增电子制造服务商Celestica(CLS.US)看涨期权、实验室检测服务商Labcorp(LH.US)看涨期权等。从持仓比例变化来看，瑞银集团第三季度前五大买入标的分别是：黄金ETF看跌期权(GLD.US,PUT) 、黄金ETF看涨期权(GLD.US,CALL)、SpaceX(SPCX.US) 、埃克森美孚(XOM.US) 和AMD看涨期权(AMD.US,CALL)。前五大卖出标的分别为：礼来看涨期权(LLY.US,CALL)、纳指100ETF看涨期权(QQQ.US,CALL)、标普500ETF看涨期权(SPY.US,CALL) 、亚马逊看涨期权(AMZN.US,CALL) 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