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光与电之锅

光与电之锅

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IP属地：湖北

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光与电之锅

2020-04-13

$美国原油ETF(USO)$原油20合一股，会有损失吗？

光与电之锅

2021-03-03

$IT科技包装(ITP)$一入就亏

光与电之锅

2024-06-20

$三倍做多富时中国ETF-Direxion(YINN)$ 盘前这么涨，明天大a要起来？

光与电之锅

2020-12-09

$DoorDash, Inc.(DASH)$102的价格不香了，在85等着你

光与电之锅

2025-03-15

Replying to @收手啦阿祖:这也是我的写照啊，😄//@收手啦阿祖:东升的时候我在西边，西升的时候我在东边炒红利的时候我在买科技，炒科技的时候我在买红利主升的时候我在质疑，轮动的时候我在锁仓，退潮的时候我在格局这咋办啊?

光与电之锅

2025-03-12

将息会提前到来？

美国2月CPI同比增长2.8%，低于预期，为去年11月来新低

光与电之锅

2025-03-10

如果这周还不能向上走，那就是鬼扯

别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会

光与电之锅

2025-03-05

$Credo Technology Group Holding Ltd(CRDO)$ 这跌起来太狠了，财报不是超出预期吗？

光与电之锅

2021-02-25

$Velodyne Lidar Inc(VLDR)$今天出财报吧，跳水或者飞起来

光与电之锅

2024-09-30

$三倍做空富时中国ETF-Direxion(YANG)$ 大A今天要涨停吗？

去老虎APP查看更多动态

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to <a href=\"https://laohu8.com/U/4186320050829842\">@收手啦阿祖</a>:这也是我的写照啊，😄//<a href=\"https://laohu8.com/U/4186320050829842\">@收手啦阿祖</a>:东升的时候我在西边，西升的时候我在东边 炒红利的时候我在买科技，炒科技的时候我在买红利 主升的时候我在质疑，轮动的时候我在锁仓，退潮的时候我在格局 这咋办啊?","listText":"Replying to <a href=\"https://laohu8.com/U/4186320050829842\">@收手啦阿祖</a>:这也是我的写照啊，😄//<a href=\"https://laohu8.com/U/4186320050829842\">@收手啦阿祖</a>:东升的时候我在西边，西升的时候我在东边 炒红利的时候我在买科技，炒科技的时候我在买红利 主升的时候我在质疑，轮动的时候我在锁仓，退潮的时候我在格局 这咋办啊?","text":"Replying to @收手啦阿祖:这也是我的写照啊，😄//@收手啦阿祖:东升的时候我在西边，西升的时候我在东边 炒红利的时候我在买科技，炒科技的时候我在买红利 主升的时候我在质疑，轮动的时候我在锁仓，退潮的时候我在格局 这咋办啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413641187119360","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412655280923168,"gmtCreate":1741784512210,"gmtModify":1741784514375,"author":{"id":"23194072689000","authorId":"23194072689000","name":"光与电之锅","avatar":"https://static.tigerbbs.com/be67d377362581c487c52b81319a5ba8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"23194072689000","idStr":"23194072689000"},"themes":[],"htmlText":"将息会提前到来？","listText":"将息会提前到来？","text":"将息会提前到来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412655280923168","repostId":"1172654840","repostType":4,"repost":{"id":"1172654840","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741782620,"share":"https://www.laohu8.com/m/news/1172654840?lang=zh_CN&edition=full","pubTime":"2025-03-12 20:30","market":"us","language":"zh","title":"美国2月CPI同比增长2.8%，低于预期，为去年11月来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1172654840","media":"老虎资讯综合","summary":"美国2月CPI同比增长2.8%，预期增长2.9%，前值增长3.0%","content":"<html><head></head><body><p>最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。</p><p>此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。</p><p>整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。</p><p>美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。</p><p>分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。</p><p>“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”</p><p>分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。</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>美国2月CPI同比增长2.8%，低于预期，为去年11月来新低</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美国2月CPI同比增长2.8%，低于预期，为去年11月来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-12 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。</p><p>此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。</p><p>整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。</p><p>美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。</p><p>分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。</p><p>“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”</p><p>分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172654840","content_text":"最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。","news_type":1,"symbols_score_info":{"YMmain":1,"ESmain":1,"TQQQ":1,".IXIC":1,".SPX":1,".DJI":1,"SPY":1,"NQmain":1,"QQQ":1,"SQQQ":1}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411974322332080,"gmtCreate":1741599978578,"gmtModify":1741600307420,"author":{"id":"23194072689000","authorId":"23194072689000","name":"光与电之锅","avatar":"https://static.tigerbbs.com/be67d377362581c487c52b81319a5ba8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"23194072689000","idStr":"23194072689000"},"themes":[],"htmlText":"如果这周还不能向上走，那就是鬼扯","listText":"如果这周还不能向上走，那就是鬼扯","text":"如果这周还不能向上走，那就是鬼扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411974322332080","repostId":"1194184688","repostType":2,"repost":{"id":"1194184688","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741588994,"share":"https://www.laohu8.com/m/news/1194184688?lang=zh_CN&edition=full","pubTime":"2025-03-10 14:43","market":"us","language":"zh","title":"别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1194184688","media":"老虎资讯综合","summary":"科技和金融是两大突出的交易。","content":"<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Seana Smith</em></p><p>对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8b2a474aabbf3983a9bc9752e4846\" tg-width=\"560\" tg-height=\"240\"/></p><p>但在投资者纷纷逃离之时，策略师告诉我：<strong>现在还不是恐慌和大举进入衰退交易的时候。</strong>相反，<strong>他们认为最近的抛售是一个买入机会</strong>，只要投资者愿意忽略华盛顿特区的不确定性。</p><p>“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”</p><p>据 Tengler 称，科技和金融是两大重要的交易机会。</p><p>她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”</p><p>估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</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>别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会</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; 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}\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别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-10 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Seana Smith</em></p><p>对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8b2a474aabbf3983a9bc9752e4846\" tg-width=\"560\" tg-height=\"240\"/></p><p>但在投资者纷纷逃离之时，策略师告诉我：<strong>现在还不是恐慌和大举进入衰退交易的时候。</strong>相反，<strong>他们认为最近的抛售是一个买入机会</strong>，只要投资者愿意忽略华盛顿特区的不确定性。</p><p>“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”</p><p>据 Tengler 称，科技和金融是两大重要的交易机会。</p><p>她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”</p><p>估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{"XLK":"高科技指数ETF-SPDR","KRX":"KBW区域银行业指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194184688","content_text":"来源：Yahoo Finance作者：Seana Smith对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。但在投资者纷纷逃离之时，策略师告诉我：现在还不是恐慌和大举进入衰退交易的时候。相反，他们认为最近的抛售是一个买入机会，只要投资者愿意忽略华盛顿特区的不确定性。“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”据 Tengler 称，科技和金融是两大重要的交易机会。她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 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22:40","market":"us","language":"zh","title":"Credo Technology Group Holding Ltd盘中异动 早盘股价大跌5.03%报16.44美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2307818577","media":"自选股智能写手","summary":"北京时间2023年01月30日22时40分，Credo Technology Group Holding Ltd股票出现异动，股价急速下挫5.03%。截至发稿，该股报16.44美元/股，成交量10.0545万股，换手率0.07%，振幅3.18%。Credo Technology Group Holding Ltd股票所在的通讯公司行业中，整体跌幅为0.61%。Credo Technology Group Holding Ltd公司简介：Credo Technology Group Holding Ltd提供高速解决方案，打破数据基础设施市场上每一个有线连接的带宽障碍。","content":"<html><body><article><p>北京时间2023年01月30日22时40分，Credo Technology Group Holding Ltd（CRDO.us）股票出现异动，股价急速下挫5.03%。截至发稿，该股报16.44美元/股，成交量10.0545万股，<span>换手率</span>0.07%，振幅3.18%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>51.37百万美元，<span>净利润</span>-3.36百万美元，<span>每股收益</span>-0.02美元，<span>毛利</span>27.96百万美元，市盈率-270.82倍。</p><p>机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>Credo Technology Group Holding Ltd股票所在的通讯公司行业中，整体跌幅为0.61%。其相关个股中，<a href=\"https://laohu8.com/S/LTRX\">创力</a>、<a href=\"https://laohu8.com/S/FEIM\">高频电子</a>、<a href=\"https://laohu8.com/S/EXTR\">极速网络</a>涨幅较大，Moving Image Technologies Inc、Siyata Mobile Inc、Minim Inc较为活跃，换手率分别为2.67%、0.73%、0.45%，振幅较大的相关个股有Silicom电信、Minim Inc、<a href=\"https://laohu8.com/S/INSG\">Inseego</a> Corp，振幅分别为5.71%、5.60%、5.13%。</p><p>Credo Technology Group Holding Ltd公司简介：Credo Technology Group Holding Ltd提供高速解决方案，打破数据基础设施市场上每一个有线连接的带宽障碍。随着整个数据基础设施市场的数据速率和相应的带宽需求呈指数级增长，它提供了创新的、安全的、高速的连接解决方案，提供了更高的功率并提升了成本效率。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>Credo Technology Group Holding 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Ltd（CRDO.us）股票出现异动，股价急速下挫5.03%。截至发稿，该股报16.44美元/股，成交量10.0545万股，换手率0.07%，振幅3.18%。最近的财报数据显示，该股实现营业收入51.37百万美元，净利润-3.36百万美元，每股收益-0.02美元，毛利27.96百万美元，市盈率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023013022401080611308&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRDO":"Credo Technology Group Holding Ltd","BK4141":"半导体产品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023013022401080611308&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2307818577","content_text":"北京时间2023年01月30日22时40分，Credo Technology Group Holding Ltd（CRDO.us）股票出现异动，股价急速下挫5.03%。截至发稿，该股报16.44美元/股，成交量10.0545万股，换手率0.07%，振幅3.18%。最近的财报数据显示，该股实现营业收入51.37百万美元，净利润-3.36百万美元，每股收益-0.02美元，毛利27.96百万美元，市盈率-270.82倍。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。Credo Technology Group Holding Ltd股票所在的通讯公司行业中，整体跌幅为0.61%。其相关个股中，创力、高频电子、极速网络涨幅较大，Moving Image Technologies Inc、Siyata Mobile Inc、Minim Inc较为活跃，换手率分别为2.67%、0.73%、0.45%，振幅较大的相关个股有Silicom电信、Minim Inc、Inseego Corp，振幅分别为5.71%、5.60%、5.13%。Credo Technology Group Holding Ltd公司简介：Credo Technology Group Holding Ltd提供高速解决方案，打破数据基础设施市场上每一个有线连接的带宽障碍。随着整个数据基础设施市场的数据速率和相应的带宽需求呈指数级增长，它提供了创新的、安全的、高速的连接解决方案，提供了更高的功率并提升了成本效率。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"CRDO":0.9}},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175664290,"gmtCreate":1627029350810,"gmtModify":1627029350810,"author":{"id":"23194072689000","authorId":"23194072689000","name":"光与电之锅","avatar":"https://static.tigerbbs.com/be67d377362581c487c52b81319a5ba8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"23194072689000","idStr":"23194072689000"},"themes":[],"htmlText":"<a 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20:30","market":"us","language":"zh","title":"美国2月CPI同比增长2.8%，低于预期，为去年11月来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1172654840","media":"老虎资讯综合","summary":"美国2月CPI同比增长2.8%，预期增长2.9%，前值增长3.0%","content":"<html><head></head><body><p>最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。</p><p>此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。</p><p>整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。</p><p>美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。</p><p>分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。</p><p>“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”</p><p>分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。</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>美国2月CPI同比增长2.8%，低于预期，为去年11月来新低</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美国2月CPI同比增长2.8%，低于预期，为去年11月来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-12 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。</p><p>此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。</p><p>整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。</p><p>美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。</p><p>分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。</p><p>“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”</p><p>分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172654840","content_text":"最新公布的数据显示，美国2月未季调CPI年率录得2.8%，为去年11月来新低；美国2月季调后CPI月率录得0.2%，为去年10月来新低。此外，美国2月未季调核心CPI年率录得3.1%，2021年4月来新低；美国2月季调后核心CPI月率录得0.2%，为去年12月来新低。整体指标中近一半的增长是由于住房。虽然周三的报告让人松了一口气，但几项指标仍然表明，通胀正在再次抬头。随着特朗普总统推出一系列关税，预计从食品到服装等各种商品的价格将上涨，这将考验消费者和整体经济的弹性。美国CPI数据公布后，美股三大股指期货涨幅略有扩大，现货黄金短线上涨6美元，报2918.46美元/盎司；美元指数DXY短线下挫超30点，报103.34；交易员们加大了对美联储今年至少降息两次的押注。分析师Chris Anstey表示，美国国债收益率正在快速下降。美国两年期国债当日从上涨4个基点转为下跌3个基点。CPI弱于预期是个好消息，特别是因为经济学家们一直警告说，季节性调整因素可能导致今天的数据比预期的要火热。“通胀高于美联储目标的时间越长，即便是由于关税等暂时性因素，预期转向上行的可能性就越大，”美银证券美国分析师Stephen Juneau表示。“如果发生这种情况，恢复价格稳定对美联储来说将会困难得多。”分析师Tatiana Darie表示，美国2月所有通胀指标均低于预期，美国国债收益率今日全日走低，而标准普尔500指数期货大幅上涨。这推翻了自特朗普关税冲击以来越来越受欢迎的滞胀说法。","news_type":1,"symbols_score_info":{"YMmain":1,"ESmain":1,"TQQQ":1,".IXIC":1,".SPX":1,".DJI":1,"SPY":1,"NQmain":1,"QQQ":1,"SQQQ":1}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411974322332080,"gmtCreate":1741599978578,"gmtModify":1741600307420,"author":{"id":"23194072689000","authorId":"23194072689000","name":"光与电之锅","avatar":"https://static.tigerbbs.com/be67d377362581c487c52b81319a5ba8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"23194072689000","idStr":"23194072689000"},"themes":[],"htmlText":"如果这周还不能向上走，那就是鬼扯","listText":"如果这周还不能向上走，那就是鬼扯","text":"如果这周还不能向上走，那就是鬼扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411974322332080","repostId":"1194184688","repostType":2,"repost":{"id":"1194184688","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741588994,"share":"https://www.laohu8.com/m/news/1194184688?lang=zh_CN&edition=full","pubTime":"2025-03-10 14:43","market":"us","language":"zh","title":"别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1194184688","media":"老虎资讯综合","summary":"科技和金融是两大突出的交易。","content":"<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Seana Smith</em></p><p>对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8b2a474aabbf3983a9bc9752e4846\" tg-width=\"560\" tg-height=\"240\"/></p><p>但在投资者纷纷逃离之时，策略师告诉我：<strong>现在还不是恐慌和大举进入衰退交易的时候。</strong>相反，<strong>他们认为最近的抛售是一个买入机会</strong>，只要投资者愿意忽略华盛顿特区的不确定性。</p><p>“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”</p><p>据 Tengler 称，科技和金融是两大重要的交易机会。</p><p>她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”</p><p>估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</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>别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会</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别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-10 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Seana Smith</em></p><p>对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8b2a474aabbf3983a9bc9752e4846\" tg-width=\"560\" tg-height=\"240\"/></p><p>但在投资者纷纷逃离之时，策略师告诉我：<strong>现在还不是恐慌和大举进入衰退交易的时候。</strong>相反，<strong>他们认为最近的抛售是一个买入机会</strong>，只要投资者愿意忽略华盛顿特区的不确定性。</p><p>“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”</p><p>据 Tengler 称，科技和金融是两大重要的交易机会。</p><p>她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”</p><p>估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{"XLK":"高科技指数ETF-SPDR","KRX":"KBW区域银行业指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194184688","content_text":"来源：Yahoo Finance作者：Seana Smith对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。但在投资者纷纷逃离之时，策略师告诉我：现在还不是恐慌和大举进入衰退交易的时候。相反，他们认为最近的抛售是一个买入机会，只要投资者愿意忽略华盛顿特区的不确定性。“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”据 Tengler 称，科技和金融是两大重要的交易机会。她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。","news_type":1,"symbols_score_info":{"XLK":1.1,"KRX":1.1}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410322076861080,"gmtCreate":1741186212348,"gmtModify":1741186213715,"author":{"id":"23194072689000","authorId":"23194072689000","name":"光与电之锅","avatar":"https://static.tigerbbs.com/be67d377362581c487c52b81319a5ba8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"23194072689000","idStr":"23194072689000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a> 这跌起来太狠了，财报不是超出预期吗？","listText":"<a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a> 这跌起来太狠了，财报不是超出预期吗？","text":"$Credo Technology Group Holding Ltd(CRDO)$ 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