社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
超超_6103
IP属地：江西
+关注
帖子 · 88
帖子 · 88
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
超超_6103
超超_6103
·
07-30 00:00
写这种东西跟算命有什么区别？
凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点
凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该
凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点
看
36
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
07-08
川普的原话是，“也许我们会采取一些其他行动，可能会让油价再涨一点，但我认为不会涨很多”，意思是会打击伊朗，油价上涨的幅度可以接受。这**媒体故意歪曲意思
特朗普：或许我们会采取一些措施来推高油价
特朗普：或许我们会采取一些措施来推高油价。
特朗普：或许我们会采取一些措施来推高油价
看
408
回复
评论
点赞
8
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
07-07
半场开香槟，发完就跳[开心]
恒生科技指数日内涨幅扩大至2%，美团涨超7%，腾讯涨超5%
7月7日，恒生科技指数日内涨幅扩大至2%，$美团-W(03690)$涨超7%，$腾讯控股(00700)$、$智谱(02513)$涨超5%，$华虹宏力(01347)$涨近5%，$阿里巴巴-W(09988)$涨近4%。
恒生科技指数日内涨幅扩大至2%，美团涨超7%，腾讯涨超5%
看
255
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
07-01
英伟达前几年涨了多少？市值都快五万亿了。还能这么一直高增长下去？估值缓一缓，市场观望一下不是很正常吗？你们这家媒体，真是一年到头可以找到800个角度找美国的负面新闻
对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”
费城半导体指数二季度暴涨88%、上半年翻倍，创1999年互联网泡沫以来最强年度表现，闪迪飙升857%、美光市值突破万亿。然而这场盛宴暗藏裂痕——AI芯片霸主英伟达以7%的年内涨幅垫底，对冲基金以十年最快速度出逃，散户疯狂涌入推高波动率指数涨至83%，一场史诗级狂欢与历史级风险正同步上演。
对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”
看
593
回复
评论
点赞
2
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
06-15
在你们的新闻里，美国不会有一丁点好消息的，美国永远处在崩溃的边缘
为何美伊协议对美联储而言未必是鸽派信号？
美伊和平协议消息令美债大涨、降息预期升温，但美国银行泼下冷水：市场的鸽派解读可能大错特错。若协议推动WTI原油在80至90美元区间企稳，通胀温和上行叠加就业风险消退，美联储反而将面临最偏鹰派的政策环境——降息无望，加息才是正解。
为何美伊协议对美联储而言未必是鸽派信号？
看
690
回复
评论
点赞
1
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
06-10
赶紧回应，天天口嗨，浑身上下就嘴还是硬的
伊朗武装部队发言人：将对美国威胁作出强力回应
6月10日，美股半导体板块跌幅持续扩大，$超微电脑(SMCI)$跌近18%，$安森美半导体(ON)$跌超6%，$博通(AVGO)$、$高通(QCOM)$跌超5%，$台积电(TSM)$、$AMD(AMD)$、$迈威尔科技(MRVL)$跌超3%，$英伟达(NVDA)$跌超2%。
伊朗武装部队发言人：将对美国威胁作出强力回应
看
847
回复
评论
点赞
4
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
05-26
最高领袖开战第一天就挂了，还更猛烈回应，这国家除了放嘴炮还会干啥？
伊朗称若战争重启将更加猛烈回应，并阻止地区石油出口
回应将更加猛烈，且将动用新战术。
伊朗称若战争重启将更加猛烈回应，并阻止地区石油出口
看
799
回复
评论
点赞
2
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
05-26
怎么能发这种新闻？美股药丸啊，太高了都是泡沫[开心]
“黑马”发力：标普500盈利增速创近五年新高
而标普500指数中的其他493家公司，合计盈利增长率为17.4%，为2021年第四季度以来的最高水平。整体来看，标普500指数第一季度盈利同比增长28.4%。长期以来，这七家大型科技公司一直是标普500盈利增长的主要驱动力，但近期指数中的其他公司也开始发力。尽管七巨头中的四家仍是第一季度标普500盈利增长的前五大贡献者，但第五大贡献者是存储芯片制造商美光科技，其对指数盈利的影响力正在上升。
“黑马”发力：标普500盈利增速创近五年新高
看
1,238
回复
评论
点赞
1
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
05-04
那就是没击中，别口嗨了
伊朗称美军舰遭导弹攻击，美官员否认美船只被伊导弹击中
据新华社，美国媒体4日报道，美国高级官员否认美国船只被伊朗导弹击中。此前据伊朗法尔斯通讯社4日报道，一艘美国军舰意图通过霍尔木兹海峡，在无视伊朗海军的警告后遭到导弹攻击，被迫返航。
伊朗称美军舰遭导弹攻击，美官员否认美船只被伊导弹击中
看
1,629
回复
2
点赞
2
编组 21备份 2
分享
举报
超超_6103
超超_6103
·
04-29
快点嘛，看看你们还有啥货
伊朗：若美继续扣押伊船只，将采取前所未有的军事行动
4月29日，美、布两油短线持续拉升！据伊朗媒体Press TV援引一位伊朗高级安全消息人士的话报道称，伊朗已发出警告，若美国继续扣押与伊朗有关的船只，伊朗将采取“前所未有的军事行动”。
伊朗：若美继续扣押伊船只，将采取前所未有的军事行动
看
1,218
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3492787339030986","uuid":"3492787339030986","gmtCreate":1529693318237,"gmtModify":1591757242755,"name":"超超_6103","pinyin":"cc6103chaochao6103","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":2,"tweetSize":88,"questionSize":0,"limitLevel":900,"accountStatus":2,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":591213910782400,"gmtCreate":1785340820294,"gmtModify":1785340822020,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"写这种东西跟算命有什么区别？","listText":"写这种东西跟算命有什么区别？","text":"写这种东西跟算命有什么区别？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591213910782400","repostId":"2655894375","repostType":2,"repost":{"id":"2655894375","kind":"live","pubTimestamp":1785339152,"share":"https://www.laohu8.com/m/news/2655894375?lang=zh_CN&edition=full","pubTime":"2026-07-29 23:32","market":"us","language":"zh","title":"凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点","url":"https://stock-news.laohu8.com/highlight/detail?id=2655894375","media":"格隆汇","summary":"凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该","content":"<html><body>凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该机构认为目前市场对企业盈利的预期显得过度乐观，预计相关预期将会下调，并预测标普500指数将于2027年底回落至6500点。</body></html>","source":"live_gelonghui","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>凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点</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凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 23:32 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该机构认为目前市场对企业盈利的预期显得过度乐观，预计相关预期将会下调，并预测标普500指数将于2027年底回落至6500点。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","FB":"ProShares S&P 500 Dynamic Buffer ETF","GJUL":"FT Vest U.S. Equity Moderate Buffer ETF - July","JUNT":"AllianzIM U.S. Equity Buffer10 Jun ETF","MAYP":"PGIM S&P 500 Buffer 12 ETF - May","PBJN":"PGIM S&P 500 Buffer 20 ETF - June","PMMR":"PGIM S&P 500 MAX BUFFER ETF - MARCH","SPY":"标普500ETF","GSPY":"Gotham Enhanced 500 ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","PQX":"PGIM S&P 500 Quarterly Buffer 10 ETF","SSO":"2倍做多标普500ETF-ProShares","AAUA":"Alpha Architect US Equity 3 ETF","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","DAUG":"FT Vest U.S. Equity Deep Buffer ETF - August","TOPC":"iShares S&P 500 3% Capped ETF","JNEU":"AllianzIM U.S. Equity Buffer15 Uncapped June ETF","SPYB":"Tradr 2X Long SPY Weekly ETF","XTOC":"Innovator U.S. Equity Accelerated Plus ETF - October","RSST":"RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","PMNV":"PGIM S&P 500 Max Buffer ETF - November","USPX":"Franklin U.S. Equity Index ETF","SPXL":"三倍做多标普500ETF-Direxion","DECP":"PGIM S&P 500 Buffer 12 ETF - December","APOC":"Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct","APRP":"PGIM S&P 500 Buffer 12 ETF - April","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","JUNP":"PGIM S&P 500 Buffer 12 ETF - June","PFEB":"Innovator U.S. Equity Power Buffer ETF - February","VOO":"Vanguard标普500ETF","DJUL":"FT Vest U.S. Equity Deep Buffer ETF - July","AOCT":"Innovator Equity Defined Protection ETF - 2 Yr to October 2026","SSS":"Cyber Hornet S&P 500 and Solana 75/25 Strategy ETF","PBFB":"PGIM S&P 500 Buffer 20 ETF - February","SPXS":"三倍做空标普500ETF-Direxion","CPSM":"Calamos S&P 500 Structured Alt Protection ETF - MAY","DJUN":"FT Vest U.S. Equity Deep Buffer ETF - June","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","DJAN":"FT Vest U.S. Equity Deep Buffer ETF - January","CPSO":"Calamos S&P 500 Structured Alt Protection ETF - October","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SCHK":"Schwab 1000 Index ETF","SPYM":"投资组合标普500指数ETF-SPDR","IVV":"标普500ETF-iShares","MAYM":"FT Vest U.S. Equity Max Buffer ETF - May"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2655894375","content_text":"凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该机构认为目前市场对企业盈利的预期显得过度乐观，预计相关预期将会下调，并预测标普500指数将于2027年底回落至6500点。","news_type":1,"symbols_score_info":{"SDS":1.5,"DJUL":1.5,"IVV":1.5,"SCHK":1.5,"CPSO":1.5,"SPYB":1.5,"AAUA":1.5,"MAYM":1.5,"SPUU":1.5,"SPY":1.5,"DECP":1.5,"SPXL":1.5,"JUNT":1.5,"SPDN":1.5,"SPYM":1.5,"GPIX":1.5,"USPX":1.5,"UPRO":1.5,"JNEU":1.5,"SH":1.5,"AOCT":1.5,"SPXS":1.5,"RSST":1.5,"UXAP":1.5,"PQX":1.5,"GSPY":1.5,"DAUG":1.5,"APOC":1.5,".SPX":1.5,"PBFB":1.5,"PMMR":1.5,"SPYQ":1.5,"FB":1.5,"DJAN":1.5,"MAYP":1.5,"CPSM":1.5,"PBJN":1.5,"SSS":1.5,"PMNV":1.5,"GJUL":1.5,"SSO":1.5,"XTOC":1.5,"TOPC":1.5,"VOO":1.5,"APRP":1.5,"SPYU":1.5,"JUNP":1.5,"ARTY":1.5,"DJUN":1.5,"PFEB":1.5}},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583659737350168,"gmtCreate":1783525150189,"gmtModify":1783525152149,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"川普的原话是，“也许我们会采取一些其他行动，可能会让油价再涨一点，但我认为不会涨很多”，意思是会打击伊朗，油价上涨的幅度可以接受。这**媒体故意歪曲意思","listText":"川普的原话是，“也许我们会采取一些其他行动，可能会让油价再涨一点，但我认为不会涨很多”，意思是会打击伊朗，油价上涨的幅度可以接受。这**媒体故意歪曲意思","text":"川普的原话是，“也许我们会采取一些其他行动，可能会让油价再涨一点，但我认为不会涨很多”，意思是会打击伊朗，油价上涨的幅度可以接受。这**媒体故意歪曲意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583659737350168","repostId":"2649994321","repostType":4,"repost":{"id":"2649994321","kind":"live","pubTimestamp":1783520901,"share":"https://www.laohu8.com/m/news/2649994321?lang=zh_CN&edition=full","pubTime":"2026-07-08 22:28","market":"us","language":"zh","title":"特朗普：或许我们会采取一些措施来推高油价","url":"https://stock-news.laohu8.com/highlight/detail?id=2649994321","media":"智通财经","summary":"特朗普：或许我们会采取一些措施来推高油价。","content":"<html><head></head><body><div>\n<div>\n 特朗普：或许我们会采取一些措施来推高油价。 </div>\n</div></body></html>","source":"live_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\" 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>特朗普：或许我们会采取一些措施来推高油价</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特朗普：或许我们会采取一些措施来推高油价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 22:28 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普：或许我们会采取一些措施来推高油价。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649994321","content_text":"特朗普：或许我们会采取一些措施来推高油价。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583113397781048,"gmtCreate":1783393183914,"gmtModify":1783393185714,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"半场开香槟，发完就跳[开心] ","listText":"半场开香槟，发完就跳[开心] ","text":"半场开香槟，发完就跳[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583113397781048","repostId":"1178210562","repostType":4,"repost":{"id":"1178210562","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":1783390578,"share":"https://www.laohu8.com/m/news/1178210562?lang=zh_CN&edition=full","pubTime":"2026-07-07 10:16","market":"hk","language":"zh","title":"恒生科技指数日内涨幅扩大至2%，美团涨超7%，腾讯涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178210562","media":"老虎资讯综合","summary":"7月7日，恒生科技指数日内涨幅扩大至2%，$美团-W(03690)$涨超7%，$腾讯控股(00700)$、$智谱(02513)$涨超5%，$华虹宏力(01347)$涨近5%，$阿里巴巴-W(09988)$涨近4%。","content":"<html><head></head><body><p>7月7日，恒生科技指数日内涨幅扩大至2%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超7%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02513\">智谱</a>涨超5%，<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>涨近5%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5864a9e74ce1e6ce51410274fcdb789a\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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>恒生科技指数日内涨幅扩大至2%，美团涨超7%，腾讯涨超5%</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恒生科技指数日内涨幅扩大至2%，美团涨超7%，腾讯涨超5%\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\">2026-07-07 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月7日，恒生科技指数日内涨幅扩大至2%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超7%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02513\">智谱</a>涨超5%，<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>涨近5%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5864a9e74ce1e6ce51410274fcdb789a\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","HK0000352382.USD":"VALUE PARTNERS ASIAN INCOME \"A\" (USD) INC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999001689.USD":"施罗德亚洲成长股票","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","HTCD.SI":"Tencent HK SDR 10to1","BK1142":"互联网与直销零售","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","TCHI":"iShares MSCI China Multisector Tech ETF","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0823426308.USD":"法巴中国股票基金","BK1526":"科网股","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1591":"就地过年概念","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU0823426480.USD":"法巴中国股票经典Dis","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","03032":"恒生科技ETF","MPNGY":"美团ADR","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4209":"餐馆","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","03033":"南方恒生科技","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","KTEC":"KraneShares Hang Seng TECH Index ETF","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","KWEB":"中国海外互联网ETF-KraneShares","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0048580855.USD":"富达大中华区A","BK4504":"桥水持仓","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund SGD","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK1233":"餐馆","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK1604":"节假日概念","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","HSTECH":"恒生科技指数","HK0001040168.HKD":"CLSA GREATER CHINA HIGH DIVIDEND EQUITY \"A\" (HKD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","FFEM":"Fidelity Fundamental Emerging Markets ETF","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","03067":"安硕恒生科技","BK1608":"元宇宙概念","LU1439102457.SGD":"Fidelity Asia Pacific Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU3227948356.SGD":"JPMORGAN FUNDS SINGAPORE AND ASIA EQUITY INCOME \"A\" (SGD) INC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","HK0001040143.USD":"中信里昂大中华高息股票基金 美元","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU0821914370.USD":"贝莱德亚洲成长领袖A2","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU0502904849.HKD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","BK1502":"双十一","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","03690":"美团-W","03088":"华夏恒生科技","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","EMC":"GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF","XSOE":"WisdomTree Emerging Markets Ex-State Owned Enterprises Fund","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","00700":"腾讯控股","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","BK4077":"互动媒体与服务","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1048484197.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LDEM":"iShares ESG MSCI EM Leaders ETF","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK1609":"ChatGPT概念","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4588":"碎股","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","BK4550":"红杉资本持仓","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0048597586.USD":"富达亚洲焦点A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK1610":"ETF&股票定投概念","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1575":"同股不同权","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","ESPO":"VanEck Video Gaming and eSports ETF","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU1226288097.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC A","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359201612.USD":"贝莱德中国基金A2","LU0651946864.USD":"贝莱德新兴市场股票收益A2","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","HMTD.SI":"Meituan HK SDR 5to1","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","HK0000151867.HKD":"JPMORGAN ASIA EQUITY DIVIDEND (HKD) INC","02837":"GX恒生科技","LU0972618739.USD":"JPM TOTAL EMERGING MARKETS \"A\" (USD) INC (M)","LU1785774172.SGD":"JPM TOTAL EMERGING MARKETS INCOME \"A\" (SGD) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU1102505762.USD":"富达新兴市场焦点 A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK1589":"北水核心资产","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0228659784.USD":"施罗德金砖四国基金","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2498475776.HKD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (HKD) INC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","HK0000352291.HKD":"VALUE PARTNERS ASIAN INCOME \"A\" (HKD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","IEMG":"iShares Core MSCI Emerging Markets ETF","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","BK1586":"云计算","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2462611646.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) INC MTI","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","07226":"南方两倍做多恒科","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1583":"高瓴概念","JADE":"JPMorgan Active Developing Markets Equity ETF","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","ODDS":"Pacer BlueStar Digital Entertainment ETF","DRAG":"中国龙ETF-Roundhill","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","CXSE":"WisdomTree China ex-State-Owned Enterprises Fund","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","07552":"南方两倍做空恒科","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","LU1196710351.USD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (USD) INC MF","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4122":"互联网与直销零售","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU1196710195.USD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","03417":"AGX恒科备兑","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0594300419.USD":"富达中国消费基金A","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","BIDD":"BlackRock International Dividend ETF","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","03423":"招商恒生科技","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","AAXJ":"亚洲ETF-iShares MSCI","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","OND":"ProShares On-Demand ETF","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","JEMA":"JPMorgan ActiveBuilders Emerging Markets Equity ETF","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","09067":"安硕恒生科技-U","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","LU1725190679.HKD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (HKD) INC MF","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1095":"互动媒体与服务","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB LE EQUITY \"A\" (USD) ACC","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","TCEHY":"腾讯控股ADR","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","09088":"华夏恒生科技-U","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK1531":"手游股","LU2251237488.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC A","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","EDZ":"新兴市场ETF-Direxion三倍做空","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","FDNI":"First Trust Dow Jones International Internet ETF","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0261947096.USD":"FIDELITY FUNDS SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1517":"云办公","BK1516":"腾讯概念","SOCL":"社交媒体ETF-Global X","BKF":"iShares MSCI BIC ETF","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1733274390.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1883866441.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) ACC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU1733274473.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","BK1618":"Manus概念股","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","SG9999001051.SGD":"United Asia Fund SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4581":"高盛持仓","BK1615":"港股-互联网","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178210562","content_text":"7月7日，恒生科技指数日内涨幅扩大至2%，美团-W涨超7%，腾讯控股、智谱涨超5%，华虹宏力涨近5%，阿里巴巴-W涨近4%。","news_type":1,"symbols_score_info":{"HSTECH":1.5,"SOCL":0.6,"LDEM":0.6,"07552":0.6,"EMC":0.6,"ESPO":0.6,"AAXJ":0.6,"XSOE":0.6,"MPNGY":1.5,"02837":0.6,"03033":0.6,"00700":1.5,"03423":0.6,"IEMG":1.5,"03032":0.6,"09067":0.6,"JADE":0.6,"ODDS":0.6,"09088":0.6,"OND":1.5,"KTEC":1.5,"BIDD":0.6,"FDNI":0.6,"FFEM":0.6,"BKF":0.6,"TCHmain":1.5,"METmain":1.5,"03417":0.6,"EDZ":1.5,"TCHI":0.6,"KWEB":0.6,"03067":0.6,"07226":0.6,"03690":1.5,"JEMA":0.6,"03088":0.6,"DRAG":0.6,"HTCD.SI":0.6,"CXSE":0.6,"TCEHY":1.5,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580998109209512,"gmtCreate":1782875420629,"gmtModify":1782875422697,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"英伟达前几年涨了多少？市值都快五万亿了。还能这么一直高增长下去？估值缓一缓，市场观望一下不是很正常吗？你们这家媒体，真是一年到头可以找到800个角度找美国的负面新闻","listText":"英伟达前几年涨了多少？市值都快五万亿了。还能这么一直高增长下去？估值缓一缓，市场观望一下不是很正常吗？你们这家媒体，真是一年到头可以找到800个角度找美国的负面新闻","text":"英伟达前几年涨了多少？市值都快五万亿了。还能这么一直高增长下去？估值缓一缓，市场观望一下不是很正常吗？你们这家媒体，真是一年到头可以找到800个角度找美国的负面新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580998109209512","repostId":"2648593022","repostType":4,"repost":{"id":"2648593022","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782866654,"share":"https://www.laohu8.com/m/news/2648593022?lang=zh_CN&edition=full","pubTime":"2026-07-01 08:44","market":"us","language":"zh","title":"对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”","url":"https://stock-news.laohu8.com/highlight/detail?id=2648593022","media":"华尔街见闻","summary":"费城半导体指数二季度暴涨88%、上半年翻倍，创1999年互联网泡沫以来最强年度表现，闪迪飙升857%、美光市值突破万亿。然而这场盛宴暗藏裂痕——AI芯片霸主英伟达以7%的年内涨幅垫底，对冲基金以十年最快速度出逃，散户疯狂涌入推高波动率指数涨至83%，一场史诗级狂欢与历史级风险正同步上演。","content":"<html><head></head><body><p style=\"text-align: left;\">美国芯片股在2026年上半年创下历史性涨幅，但这场盛宴并非人人共享，AI芯片龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>今年以来涨幅仅约7%，在半导体指数成分股中垫底，与整个板块的狂欢形成鲜明反差。</p><p style=\"text-align: left;\">截止周二收盘，<strong>费城半导体指数第二季度大涨88%，创下该指数有史以来最佳单季表现，上半年累计涨幅达101%</strong>，有望创下自1999年互联网泡沫以来最强年度表现。</p><p style=\"text-align: left;\">相比之下，纳斯达克100指数同期上涨28%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨15%，均远逊于芯片板块。推动这轮行情的核心动力，是市场对AI基础设施需求的强烈押注。</p><p style=\"text-align: left;\">然而，就在庆功时刻，上周半导体指数单周重挫7.9%，创下2025年4月以来最大单周跌幅，本周一盘中更一度下跌3.2%后反弹收涨3.8%，剧烈震荡令投资者开始重新审视这轮涨势的可持续性。</p><p style=\"text-align: left;\">与此同时，英伟达的相对落后折射出AI芯片需求正在向更广泛的半导体公司分散，其能否凭借下一代Vera Rubin硬件重夺主导地位，成为市场关注焦点。</p><h2 style=\"text-align: left;\">史上最佳季度：内存芯片领跑，涨幅令大盘望尘莫及</h2><p style=\"text-align: left;\">本轮芯片股行情的最大赢家，集中在内存与存储领域。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNDK\">闪迪</a>以857%的年内涨幅位居标普500成分股首位；<a href=\"https://laohu8.com/S/MU\">美光</a>以300%的涨幅紧随其后，市值突破1万亿美元，跻身全球最大美国内存芯片制造商之列。<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>以及大幅反弹的英特尔共同构成涨幅榜前五。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2686e7bac9d6e886ca4686433d498853\" data-align=\"center\" tg-width=\"604\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\">Thornburg Investment Management投资组合经理Sean Sun表示："我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>作为代工厂的复苏也有利。"</p><p style=\"text-align: left;\">与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。</p><h2 style=\"text-align: left;\">英伟达掉队：AI芯片需求分散，竞争格局生变</h2><p style=\"text-align: left;\">英伟达是本轮行情中最引人注目的"落后者"。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44e9485efd12718647644aa137603d05\" data-align=\"center\" tg-width=\"2236\" tg-height=\"1042\"/><span></span></p><p style=\"text-align: left;\">据分析，英伟达落后的核心原因在于，<strong>AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。</strong></p><p style=\"text-align: left;\">Sean Sun对此解释称："英伟达和<a href=\"https://laohu8.com/S/AVGO\">博通</a>正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。"</p><p style=\"text-align: left;\">市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。</p><p style=\"text-align: left;\">UBS Global Wealth Management首席投资官Mark Haefele在研报中写道："超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，<strong>我们承认资本支出增速放缓的风险在边际上有所上升。"</strong></p><h2 style=\"text-align: left;\">估值分化：英伟达创近年新低，部分个股严重透支</h2><p style=\"text-align: left;\">尽管整体板块估值已明显偏高，但内部分化极为显著。</p><p style=\"text-align: left;\">费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。</p><p style=\"text-align: left;\"><strong>板块内部，<a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。</strong></p><p style=\"text-align: left;\">英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。</p><p style=\"text-align: left;\">Bloomberg Intelligence数据显示，<strong>分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。</strong></p><h2 style=\"text-align: left;\">波动加剧：散户涌入与对冲基金撤退并存</h2><p style=\"text-align: left;\">高涨幅背后，芯片股的波动性同样创下历史纪录。</p><p style=\"text-align: left;\">据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。</p><p style=\"text-align: left;\">本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。<strong>据<a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。</strong></p><p style=\"text-align: left;\">Cantor Fitzgerald高级董事总经理兼科技分析师CJ Muse表示："投资者结构的新变化正在加剧波动，与此同时，几乎每周都有新的AI能力白皮书问世。我们将在这种高度波动的市场中持续一段时间。"</p><p style=\"text-align: left;\">他同时指出，市场当前最大的担忧在于超大规模云厂商能否在2026年之后维持并扩大资本支出，但他本人并不认为这场"烧钱潮"会很快结束。目前，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta</a>均维持着激进的资本支出计划。</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>对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”</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对比鲜明！美国芯片股创“史上最佳季度”，而英伟达“相差甚远”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-01 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国芯片股在2026年上半年创下历史性涨幅，但这场盛宴并非人人共享，AI芯片龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>今年以来涨幅仅约7%，在半导体指数成分股中垫底，与整个板块的狂欢形成鲜明反差。</p><p style=\"text-align: left;\">截止周二收盘，<strong>费城半导体指数第二季度大涨88%，创下该指数有史以来最佳单季表现，上半年累计涨幅达101%</strong>，有望创下自1999年互联网泡沫以来最强年度表现。</p><p style=\"text-align: left;\">相比之下，纳斯达克100指数同期上涨28%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨15%，均远逊于芯片板块。推动这轮行情的核心动力，是市场对AI基础设施需求的强烈押注。</p><p style=\"text-align: left;\">然而，就在庆功时刻，上周半导体指数单周重挫7.9%，创下2025年4月以来最大单周跌幅，本周一盘中更一度下跌3.2%后反弹收涨3.8%，剧烈震荡令投资者开始重新审视这轮涨势的可持续性。</p><p style=\"text-align: left;\">与此同时，英伟达的相对落后折射出AI芯片需求正在向更广泛的半导体公司分散，其能否凭借下一代Vera Rubin硬件重夺主导地位，成为市场关注焦点。</p><h2 style=\"text-align: left;\">史上最佳季度：内存芯片领跑，涨幅令大盘望尘莫及</h2><p style=\"text-align: left;\">本轮芯片股行情的最大赢家，集中在内存与存储领域。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SNDK\">闪迪</a>以857%的年内涨幅位居标普500成分股首位；<a href=\"https://laohu8.com/S/MU\">美光</a>以300%的涨幅紧随其后，市值突破1万亿美元，跻身全球最大美国内存芯片制造商之列。<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>以及大幅反弹的英特尔共同构成涨幅榜前五。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2686e7bac9d6e886ca4686433d498853\" data-align=\"center\" tg-width=\"604\" tg-height=\"472\"/><span></span></p><p style=\"text-align: left;\">Thornburg Investment Management投资组合经理Sean Sun表示："我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>作为代工厂的复苏也有利。"</p><p style=\"text-align: left;\">与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。</p><h2 style=\"text-align: left;\">英伟达掉队：AI芯片需求分散，竞争格局生变</h2><p style=\"text-align: left;\">英伟达是本轮行情中最引人注目的"落后者"。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44e9485efd12718647644aa137603d05\" data-align=\"center\" tg-width=\"2236\" tg-height=\"1042\"/><span></span></p><p style=\"text-align: left;\">据分析，英伟达落后的核心原因在于，<strong>AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。</strong></p><p style=\"text-align: left;\">Sean Sun对此解释称："英伟达和<a href=\"https://laohu8.com/S/AVGO\">博通</a>正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。"</p><p style=\"text-align: left;\">市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。</p><p style=\"text-align: left;\">UBS Global Wealth Management首席投资官Mark Haefele在研报中写道："超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，<strong>我们承认资本支出增速放缓的风险在边际上有所上升。"</strong></p><h2 style=\"text-align: left;\">估值分化：英伟达创近年新低，部分个股严重透支</h2><p style=\"text-align: left;\">尽管整体板块估值已明显偏高，但内部分化极为显著。</p><p style=\"text-align: left;\">费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。</p><p style=\"text-align: left;\"><strong>板块内部，<a href=\"https://laohu8.com/S/ARM\">ARM Holdings</a> Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。</strong></p><p style=\"text-align: left;\">英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。</p><p style=\"text-align: left;\">Bloomberg Intelligence数据显示，<strong>分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。</strong></p><h2 style=\"text-align: left;\">波动加剧：散户涌入与对冲基金撤退并存</h2><p style=\"text-align: left;\">高涨幅背后，芯片股的波动性同样创下历史纪录。</p><p style=\"text-align: left;\">据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。</p><p style=\"text-align: left;\">本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。<strong>据<a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。</strong></p><p style=\"text-align: left;\">Cantor Fitzgerald高级董事总经理兼科技分析师CJ Muse表示："投资者结构的新变化正在加剧波动，与此同时，几乎每周都有新的AI能力白皮书问世。我们将在这种高度波动的市场中持续一段时间。"</p><p style=\"text-align: left;\">他同时指出，市场当前最大的担忧在于超大规模云厂商能否在2026年之后维持并扩大资本支出，但他本人并不认为这场"烧钱潮"会很快结束。目前，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta</a>均维持着激进的资本支出计划。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","BK4587":"ChatGPT概念","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SOX":"费城半导体指数","BK4581":"高盛持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY \"A4\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","3NVD.UK":"LS 3X NVIDIA","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","BK4543":"AI","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","07388":"南方两倍做空英伟达","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4592":"伊斯兰概念","BK4549":"软银资本持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4554":"元宇宙及AR概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","07788":"南方两倍做多英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4551":"寇图资本持仓","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4598":"佩洛西持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","NVD":"2倍做空NVDA ETF-GraniteShares","BK4529":"IDC概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","NVDB":"ProShares Ultra NVDA ETF","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","NVD2.UK":"2X NVIDIA ETP","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVD3.UK":"LS 3X NVIDIA","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","NVDS.UK":"LS -1X NVIDIA","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDQ":"2倍做空NVDA ETF-T-Rex","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","BK4605":"半导体精选","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4608":"AI应用概念股","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4527":"明星科技股","NVDX":"2倍做多NVDA ETF-T-Rex","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","NVII":"Rex NVDA Growth & Income ETF","LU0109392836.USD":"富兰克林科技股A","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4612":"AI芯片","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","BK4614":"Manus概念股","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4534":"瑞士信贷持仓","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4141":"半导体产品","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVYY":"GraniteShares YieldBOOST NVDA ETF","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","NVDA":"英伟达","SNVD.UK":"LS -1X NVIDIA","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4567":"ESG概念","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD"},"source_url":"https://wallstreetcn.com/articles/3775904","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648593022","content_text":"美国芯片股在2026年上半年创下历史性涨幅，但这场盛宴并非人人共享，AI芯片龙头英伟达今年以来涨幅仅约7%，在半导体指数成分股中垫底，与整个板块的狂欢形成鲜明反差。截止周二收盘，费城半导体指数第二季度大涨88%，创下该指数有史以来最佳单季表现，上半年累计涨幅达101%，有望创下自1999年互联网泡沫以来最强年度表现。相比之下，纳斯达克100指数同期上涨28%，标普500指数上涨15%，均远逊于芯片板块。推动这轮行情的核心动力，是市场对AI基础设施需求的强烈押注。然而，就在庆功时刻，上周半导体指数单周重挫7.9%，创下2025年4月以来最大单周跌幅，本周一盘中更一度下跌3.2%后反弹收涨3.8%，剧烈震荡令投资者开始重新审视这轮涨势的可持续性。与此同时，英伟达的相对落后折射出AI芯片需求正在向更广泛的半导体公司分散，其能否凭借下一代Vera Rubin硬件重夺主导地位，成为市场关注焦点。史上最佳季度：内存芯片领跑，涨幅令大盘望尘莫及本轮芯片股行情的最大赢家，集中在内存与存储领域。闪迪以857%的年内涨幅位居标普500成分股首位；美光以300%的涨幅紧随其后，市值突破1万亿美元，跻身全球最大美国内存芯片制造商之列。西部数据、希捷科技以及大幅反弹的英特尔共同构成涨幅榜前五。Thornburg Investment Management投资组合经理Sean Sun表示：\"我们看到投资者在追逐半导体行业的瓶颈所在，目前这对内存板块有利，对英特尔作为代工厂的复苏也有利。\"与此同时，韩国内存芯片巨头海力士正寻求在美国市场融资294亿美元，进一步印证了内存赛道的资本吸引力。英伟达掉队：AI芯片需求分散，竞争格局生变英伟达是本轮行情中最引人注目的\"落后者\"。作为全球市值最大的公司和AI芯片的代名词，英伟达今年以来涨幅仅约7%，在费城半导体指数成分股中排名垫底。博通以约7.9%的涨幅同样远落后于板块整体。据分析，英伟达落后的核心原因在于，AI芯片的庞大支出正被分散至更广泛的半导体公司，竞争已从最初与AMD的正面交锋，扩展至定制芯片设计商以及英特尔等CPU专业厂商。Sean Sun对此解释称：\"英伟达和博通正在遭遇那些瓶颈，它们不再像以前那样是高弹性品种。我认为它们仍会表现不错，但现在投资者想要的是对最强主题更大的弹性敞口。\"市场目前的关键问题是：英伟达下一代Vera Rubin硬件能否建立足够显著的性能优势，使其重新成为AI基础设施的首选供应商。然而，据巴伦周刊报道，即便性能表现亮眼，大型科技公司也未必愿意过度依赖单一供应商，尤其是在其资本支出规模正面临股东压力的背景下。UBS Global Wealth Management首席投资官Mark Haefele在研报中写道：\"超大规模云厂商本月股价下跌，表明股东要求其证明支出合理性的压力正在上升，我们承认资本支出增速放缓的风险在边际上有所上升。\"估值分化：英伟达创近年新低，部分个股严重透支尽管整体板块估值已明显偏高，但内部分化极为显著。费城半导体指数目前市盈率约为26倍预期盈利，远高于10年均值19倍，接近2024年创下的30倍近期高点。相比之下，纳斯达克100指数市盈率为23倍，标普500为20倍。板块内部，ARM Holdings Plc的12个月远期市盈率超过140倍，英特尔约为100倍，按传统估值标准均属严重透支。英伟达则处于另一个极端——其远期市盈率仅约18倍，为2018年以来最低，远低于其10年均值36倍。美光的远期市盈率约为8倍，部分华尔街人士将这一低估值解读为营收和利润已触顶的预警信号。Bloomberg Intelligence数据显示，分析师对芯片股前景日趋乐观，预计2027年行业盈利将增长49%，高于4月时预期的35%；营收增速预期也从29%上调至37%，均大幅领先标普500整体预期（盈利增长17%，营收增长7.4%）。波动加剧：散户涌入与对冲基金撤退并存高涨幅背后，芯片股的波动性同样创下历史纪录。据彭博报道，追踪半导体ETF未来波动率的Cboe半导体ETF波动率指数今年以来已上涨83%，若年末维持这一涨幅，将创下该指数有史以来最大年度涨幅，目前已升至2025年4月特朗普关税冲击市场以来的最高水平。本月以来，费城半导体指数单日涨跌幅超过1%的交易日占绝大多数，期间出现过单日最大涨幅7.9%，也出现过单日跌幅逾10%的极端行情。据高盛大宗经纪业务数据，对冲基金正以十年来最快速度抛售科技、媒体和电信类股票，而散户投资者的大量涌入则进一步放大了价格波动。Cantor Fitzgerald高级董事总经理兼科技分析师CJ Muse表示：\"投资者结构的新变化正在加剧波动，与此同时，几乎每周都有新的AI能力白皮书问世。我们将在这种高度波动的市场中持续一段时间。\"他同时指出，市场当前最大的担忧在于超大规模云厂商能否在2026年之后维持并扩大资本支出，但他本人并不认为这场\"烧钱潮\"会很快结束。目前，微软、亚马逊、Alphabet和Meta均维持着激进的资本支出计划。","news_type":1,"symbols_score_info":{"07788":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDQ":0.6,"NVDW":0.6,"ANV":0.6,"07388":0.6,"NVDA":2.1,"NVDL":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDB":0.6,"SOX":1.91,"NVYY":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVDO":0.6,"NVII":0.6,"DIPS":0.6,"NVDD":0.6,"NVDU":0.6,"NVDY":0.6,"NVD2.UK":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575505331030672,"gmtCreate":1781518190373,"gmtModify":1781518306928,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"在你们的新闻里，美国不会有一丁点好消息的，美国永远处在崩溃的边缘","listText":"在你们的新闻里，美国不会有一丁点好消息的，美国永远处在崩溃的边缘","text":"在你们的新闻里，美国不会有一丁点好消息的，美国永远处在崩溃的边缘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575505331030672","repostId":"2643275602","repostType":2,"repost":{"id":"2643275602","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781513701,"share":"https://www.laohu8.com/m/news/2643275602?lang=zh_CN&edition=full","pubTime":"2026-06-15 16:55","market":"sg","language":"zh","title":"为何美伊协议对美联储而言未必是鸽派信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2643275602","media":"华尔街见闻","summary":"美伊和平协议消息令美债大涨、降息预期升温，但美国银行泼下冷水：市场的鸽派解读可能大错特错。若协议推动WTI原油在80至90美元区间企稳，通胀温和上行叠加就业风险消退，美联储反而将面临最偏鹰派的政策环境——降息无望，加息才是正解。","content":"<html><head></head><body><p style=\"text-align: left;\">美伊和平协议的消息推动美债大涨、降息预期快速升温，但美国银行提出警示：市场的鸽派解读可能是一厢情愿。若协议促使油价在温和区间企稳，反而可能制造出最偏鹰派的货币政策环境。</p><p style=\"text-align: left;\">受美伊即将达成和平协议的消息刺激，美债大幅上涨，年底前的美联储降息定价跌破一次完整降息。市场逻辑直觉上似乎成立：油价下行→通胀回落→美联储具备降息条件。</p><p style=\"text-align: left;\">然而，据美银研究报告，协议的影响并非单向。协议不仅会缓解通胀上行风险，<strong>同时也将消除此前市场对经济活动与就业市场遭受滞后性冲击的担忧。</strong></p><p style=\"text-align: left;\"><strong>对美联储而言最偏鹰派的结果，恰恰是油价温和上涨——幅度足以令核心PCE上升数个基点，但又不至于对经济与就业造成实质性威胁。若协议促使WTI原油价格在80至90美元区间企稳，正是这一情景的精确映射。</strong></p><h2 style=\"text-align: left;\">鸽派幻觉：市场反应与美银的反驳</h2><p style=\"text-align: left;\">美银认为，单纯将协议与油价下行、通胀缓解、联储转鸽画等号，<strong>忽视了协议对美联储双重使命——稳定通胀与充分就业——的复合影响，是一种失之简单的解读。</strong></p><p style=\"text-align: left;\">美银以WTI原油价格为轴，构建了一套分析美联储双重使命风险的框架。在该框架下，<strong>当油价处于较低水平时，对经济活动和失业率的下行风险占主导；当油价升至80至100美元以上区间时，通胀风险转为核心矛盾，加息预期随之升温。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/346672a06f287098c454cf8201ad781e\" data-align=\"center\" tg-width=\"744\" tg-height=\"450\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">分析师指出，美伊协议若达成，将同时作用于上述两类风险：<strong>一方面，油价大幅飙升的通胀尾部风险得以化解；另一方面，此前困扰市场的"高油价对经济活动造成滞后性冲击"的担忧也随之消散。两种风险的协同弱化意味着，美联储面临的政策权衡将更趋中性，而非单边偏向宽松。这正是市场鸽派逻辑的盲区所在。</strong></p><h2 style=\"text-align: left;\">最鹰派情景：WTI企稳80至90美元</h2><p style=\"text-align: left;\">美银的核心结论是：若美伊协议促使WTI原油在80至90美元区间企稳，这反而可能是对美联储最偏鹰派的政策结果。</p><p style=\"text-align: left;\">在这一价格区间，油价向核心PCE的传导足以带来数个基点的通胀上行压力，但又不至于高到引发对经济活动与就业市场的实质性担忧。</p><p style=\"text-align: left;\">换言之，<strong>美联储将面临"通胀温和偏高、经济增长尚稳"的组合环境——既无充足理由降息，甚至不排除加息的可能性</strong>。报告明确指出，在WTI均价长期维持80至100美元区间的情景下，加息是最合理的政策路径。</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>为何美伊协议对美联储而言未必是鸽派信号？</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为何美伊协议对美联储而言未必是鸽派信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-15 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美伊和平协议的消息推动美债大涨、降息预期快速升温，但美国银行提出警示：市场的鸽派解读可能是一厢情愿。若协议促使油价在温和区间企稳，反而可能制造出最偏鹰派的货币政策环境。</p><p style=\"text-align: left;\">受美伊即将达成和平协议的消息刺激，美债大幅上涨，年底前的美联储降息定价跌破一次完整降息。市场逻辑直觉上似乎成立：油价下行→通胀回落→美联储具备降息条件。</p><p style=\"text-align: left;\">然而，据美银研究报告，协议的影响并非单向。协议不仅会缓解通胀上行风险，<strong>同时也将消除此前市场对经济活动与就业市场遭受滞后性冲击的担忧。</strong></p><p style=\"text-align: left;\"><strong>对美联储而言最偏鹰派的结果，恰恰是油价温和上涨——幅度足以令核心PCE上升数个基点，但又不至于对经济与就业造成实质性威胁。若协议促使WTI原油价格在80至90美元区间企稳，正是这一情景的精确映射。</strong></p><h2 style=\"text-align: left;\">鸽派幻觉：市场反应与美银的反驳</h2><p style=\"text-align: left;\">美银认为，单纯将协议与油价下行、通胀缓解、联储转鸽画等号，<strong>忽视了协议对美联储双重使命——稳定通胀与充分就业——的复合影响，是一种失之简单的解读。</strong></p><p style=\"text-align: left;\">美银以WTI原油价格为轴，构建了一套分析美联储双重使命风险的框架。在该框架下，<strong>当油价处于较低水平时，对经济活动和失业率的下行风险占主导；当油价升至80至100美元以上区间时，通胀风险转为核心矛盾，加息预期随之升温。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/346672a06f287098c454cf8201ad781e\" data-align=\"center\" tg-width=\"744\" tg-height=\"450\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">分析师指出，美伊协议若达成，将同时作用于上述两类风险：<strong>一方面，油价大幅飙升的通胀尾部风险得以化解；另一方面，此前困扰市场的"高油价对经济活动造成滞后性冲击"的担忧也随之消散。两种风险的协同弱化意味着，美联储面临的政策权衡将更趋中性，而非单边偏向宽松。这正是市场鸽派逻辑的盲区所在。</strong></p><h2 style=\"text-align: left;\">最鹰派情景：WTI企稳80至90美元</h2><p style=\"text-align: left;\">美银的核心结论是：若美伊协议促使WTI原油在80至90美元区间企稳，这反而可能是对美联储最偏鹰派的政策结果。</p><p style=\"text-align: left;\">在这一价格区间，油价向核心PCE的传导足以带来数个基点的通胀上行压力，但又不至于高到引发对经济活动与就业市场的实质性担忧。</p><p style=\"text-align: left;\">换言之，<strong>美联储将面临"通胀温和偏高、经济增长尚稳"的组合环境——既无充足理由降息，甚至不排除加息的可能性</strong>。报告明确指出，在WTI均价长期维持80至100美元区间的情景下，加息是最合理的政策路径。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"TBIL":"US Treasury 3 Month Bill ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","NGHT":"Nicholas Bitcoin and Treasuries AfterDark ETF","VGIT":"中期国债ETF-Vanguard","SCHO":"嘉信短期美国国债ETF","TLH":"iShares安硕10-20年国债ETF","PBDC":"Putnam Bdc Income ETF","FAZ":"三倍做空金融ETF-Direxion","SPY":"标普500ETF","BOND":"Pimco Total Return ETF","TLT":"20+年以上美国国债ETF-iShares","VGLT":"美国长期国债ETF-Vanguard","VIX":"标普500波动率指数","GOVT":"iShares安硕核心美国国债ETF","GOLY":"Strategy Shares Gold Enhanced Yield ETF","USHY":"iShares Broad USD High Yield Corporate Bond ETF","IEI":"iShares Barclays 3-7 Year Trea","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","TIP":"通胀债券指数ETF-iShares Barclays","UBT":"债券20+美国债-ProShares两倍做多","GBIL":"Goldman Sachs Access Treasury 0-1 Year ETF","MUB":"美国市政债ETF-iShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","HYG":"债券指数ETF-iShares iBoxx高收益公司债","SKRE":"TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF","UUP":"美元ETF-PowerShares DB","TBT":"债券20+美国债指数ETF-ProShares两倍做空","TMF":"3倍做多20年期以上国债ETF-Direxion","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","VXX":"短期VIX期货ETN",".DJI":"道琼斯","DBND":"DoubleLine Opportunistic Bond ETF","KBE":"银行指数ETF-SPDR KBW",".IXIC":"NASDAQ Composite","SVIX":"1倍做空短期期货恐慌指数ETF","TQQQ":"纳指三倍做多ETF","TYO":"3倍做空7-10年期国债ETF-Direxion","UDN":"做空美元指数-PowerShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","VCSH":"美国短期公司债-Vanguard",".SPX":"S&P 500 Index","LQD":"债券指数ETF-iShares iBoxx投资级公司债","EDV":"美国延期国债ETF-Vanguard","JPST":"JPMorgan Ultra-Short Income ETF","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","BSV":"短期国债指数ETF-Vanguard","VIXY":"波动率短期期货指数ETF","UVIX":"2倍做多恐慌指数期货ETF","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","ZROZ":"PIMCO 25+ Year Zero Coupon U.S","VGSH":"美国短期国债ETF-Vanguard","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","VCIT":"美国中期公司债-Vanguard","SVXY":"做空波动率指数短期期货ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3774677","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643275602","content_text":"美伊和平协议的消息推动美债大涨、降息预期快速升温，但美国银行提出警示：市场的鸽派解读可能是一厢情愿。若协议促使油价在温和区间企稳，反而可能制造出最偏鹰派的货币政策环境。受美伊即将达成和平协议的消息刺激，美债大幅上涨，年底前的美联储降息定价跌破一次完整降息。市场逻辑直觉上似乎成立：油价下行→通胀回落→美联储具备降息条件。然而，据美银研究报告，协议的影响并非单向。协议不仅会缓解通胀上行风险，同时也将消除此前市场对经济活动与就业市场遭受滞后性冲击的担忧。对美联储而言最偏鹰派的结果，恰恰是油价温和上涨——幅度足以令核心PCE上升数个基点，但又不至于对经济与就业造成实质性威胁。若协议促使WTI原油价格在80至90美元区间企稳，正是这一情景的精确映射。鸽派幻觉：市场反应与美银的反驳美银认为，单纯将协议与油价下行、通胀缓解、联储转鸽画等号，忽视了协议对美联储双重使命——稳定通胀与充分就业——的复合影响，是一种失之简单的解读。美银以WTI原油价格为轴，构建了一套分析美联储双重使命风险的框架。在该框架下，当油价处于较低水平时，对经济活动和失业率的下行风险占主导；当油价升至80至100美元以上区间时，通胀风险转为核心矛盾，加息预期随之升温。分析师指出，美伊协议若达成，将同时作用于上述两类风险：一方面，油价大幅飙升的通胀尾部风险得以化解；另一方面，此前困扰市场的\"高油价对经济活动造成滞后性冲击\"的担忧也随之消散。两种风险的协同弱化意味着，美联储面临的政策权衡将更趋中性，而非单边偏向宽松。这正是市场鸽派逻辑的盲区所在。最鹰派情景：WTI企稳80至90美元美银的核心结论是：若美伊协议促使WTI原油在80至90美元区间企稳，这反而可能是对美联储最偏鹰派的政策结果。在这一价格区间，油价向核心PCE的传导足以带来数个基点的通胀上行压力，但又不至于高到引发对经济活动与就业市场的实质性担忧。换言之，美联储将面临\"通胀温和偏高、经济增长尚稳\"的组合环境——既无充足理由降息，甚至不排除加息的可能性。报告明确指出，在WTI均价长期维持80至100美元区间的情景下，加息是最合理的政策路径。","news_type":1,"symbols_score_info":{"SCHO":1.5,"VCSH":1.5,"LQD":1.5,"YMmain":2,"MUB":1.5,"UUP":1.5,"VGLT":1.5,"TIP":1.5,"TMF":1.5,"GOLY":1.5,"EDV":1.5,"TBT":1.5,"TBIL":1.5,"JPST":1.5,"BOND":1.5,"MINT":1.5,"NGHT":1.5,"UBT":1.5,"US3Y.BOND":1.5,"NQmain":2,"IEF":1.5,"VCIT":1.5,"VGIT":1.5,"BOXX":1.5,"SVXY":0.6,"GBIL":1.5,"ZROZ":1.5,"UDN":1.5,"DBND":1.5,"USHY":1.5,"US2Y.BOND":1.5,"BSV":1.5,"IEI":1.5,"TLT":1.5,"VGSH":1.5,"QQQ":2,"VIXY":2,"VIX":2,"UVIX":0.6,"TQQQ":2,"UVXY":0.6,".SPX":2,"KBE":1.5,"PBDC":1.5,"US5Y.BOND":1.5,"GOVT":1.5,"HYG":1.5,"US10Y.BOND":1.5,"VXX":2,"VIXmain":2,"SQQQ":2,"FAZ":1.5,"ESmain":2,"SKRE":1.5,"TLH":1.5,".IXIC":2,".DJI":2,"SHY":1.5,"SVIX":0.6,"TLTW":1.5,"US30Y.BOND":1.5,"SPY":1.5,"TYO":1.5}},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573755592640384,"gmtCreate":1781106710745,"gmtModify":1781107477947,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"赶紧回应，天天口嗨，浑身上下就嘴还是硬的","listText":"赶紧回应，天天口嗨，浑身上下就嘴还是硬的","text":"赶紧回应，天天口嗨，浑身上下就嘴还是硬的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573755592640384","repostId":"1126329590","repostType":4,"repost":{"id":"1126329590","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":1781104413,"share":"https://www.laohu8.com/m/news/1126329590?lang=zh_CN&edition=full","pubTime":"2026-06-10 23:13","market":"us","language":"zh","title":"伊朗武装部队发言人：将对美国威胁作出强力回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1126329590","media":"老虎资讯综合","summary":"6月10日，美股半导体板块跌幅持续扩大，$超微电脑(SMCI)$跌近18%，$安森美半导体(ON)$跌超6%，$博通(AVGO)$、$高通(QCOM)$跌超5%，$台积电(TSM)$、$AMD(AMD)$、$迈威尔科技(MRVL)$跌超3%，$英伟达(NVDA)$跌超2%。","content":"<html><head></head><body><p>6月10日，美股冲高回落，持续下挫，道琼斯指数跌1.13%，标普500指数跌1.05%，纳斯达克综合指数跌1.33%。据伊朗法尔斯通讯社10日报道，伊朗武装部队发言人阿布法兹勒·谢卡尔希当天就美国总统特朗普打击伊朗基础设施的言论表示，伊朗将对每一个来自美国的威胁作出“比以往更严厉、更强力、更具毁灭性”的回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1163d61948af2a7158f200b8d8e2a7ae\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>美股半导体板块盘中跌幅扩大，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>跌近18%，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>跌超6%，<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26007c642d9658ac3d59f6b5a00af37d\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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>伊朗武装部队发言人：将对美国威胁作出强力回应</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伊朗武装部队发言人：将对美国威胁作出强力回应\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\">2026-06-10 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月10日，美股冲高回落，持续下挫，道琼斯指数跌1.13%，标普500指数跌1.05%，纳斯达克综合指数跌1.33%。据伊朗法尔斯通讯社10日报道，伊朗武装部队发言人阿布法兹勒·谢卡尔希当天就美国总统特朗普打击伊朗基础设施的言论表示，伊朗将对每一个来自美国的威胁作出“比以往更严厉、更强力、更具毁灭性”的回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1163d61948af2a7158f200b8d8e2a7ae\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>美股半导体板块盘中跌幅扩大，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>跌近18%，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>跌超6%，<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26007c642d9658ac3d59f6b5a00af37d\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"159582":"半导体","BK4588":"碎股","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","SMCZ":"2倍做空SMCI ETF-Defiance","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","SSO":"2倍做多标普500ETF-ProShares","BK4543":"AI","BK4512":"苹果概念","PSI":"INVESCO SEMICONDUCTORS ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","MMAX":"iShares Large Cap Max Buffer Mar ETF",".IXIC":"NASDAQ Composite","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU1548497426.USD":"安联环球人工智能AT Acc","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion","VOO":"Vanguard标普500ETF","SMHX":"VanEck Fabless Semiconductor ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","SOXL":"三倍做多半导体ETF-Direxion Daily","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SDS":"两倍做空标普500 ETF-ProShares","FTXL":"First Trust Nasdaq Semiconductor ETF","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SH":"做空标普500-Proshares","BK4535":"淡马锡持仓","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","SOXQ":"Invesco PHLX Semiconductor ETF","SMCL":"2倍做多SMCI ETF-Graniteshares","SSG":"Proshares Ultrashort Semiconductors","SMH":"半导体指数ETF-HOLDRs","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","SOXS":"三倍做空半导体ETF-Direxion Daily","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","USD":"ProShares Ultra Semiconductors","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SPYM":"投资组合标普500指数ETF-SPDR","BK4605":"半导体精选","IVV":"标普500ETF-iShares","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","XSD":"SPDR S&P Semiconductor ETF","BK4170":"电脑硬件、储存设备及电脑周边","SMCC":"2倍做多SMCI ETF-Corgi","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","BK4141":"半导体产品","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0124384867.USD":"贝莱德新能源基金A2","SPY":"标普500ETF","YSPY":"GraniteShares YieldBOOST SPY ETF","SOXX":"iShares费城交易所半导体ETF","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","VGT":"信息技术ETF-Vanguard","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","SPYU":"MAX S&P 500 4X Leveraged ETN"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126329590","content_text":"6月10日，美股冲高回落，持续下挫，道琼斯指数跌1.13%，标普500指数跌1.05%，纳斯达克综合指数跌1.33%。据伊朗法尔斯通讯社10日报道，伊朗武装部队发言人阿布法兹勒·谢卡尔希当天就美国总统特朗普打击伊朗基础设施的言论表示，伊朗将对每一个来自美国的威胁作出“比以往更严厉、更强力、更具毁灭性”的回应。美股半导体板块盘中跌幅扩大，超微电脑跌近18%，安森美半导体跌超6%，博通、高通跌超5%，台积电、AMD、迈威尔科技跌超3%，英伟达跌超2%；","news_type":1,"symbols_score_info":{"159582":1.5,"SMHX":1.5,"HIBL":0.6,"SMCI":1.5,"SSG":1.5,"SOXS":1.5,"FTXL":1.5,"SDS":0.6,"IVV":0.6,"SMCX":0.6,"SMH":1.5,"SPUU":0.6,"SSO":0.6,"CHPS":1.5,"USD":1.5,"VGT":1.5,"SPYM":0.6,"PSI":1.5,".SPX":2,"UPRO":0.6,"XSD":1.5,"SPYQ":0.6,"SPXL":0.6,"SPYU":0.6,"MMAX":0.6,".IXIC":1.5,"SOXX":1.5,"SPXU":0.6,"SMCZ":0.6,"SPXS":0.6,"SPDN":0.6,"SMAX":0.6,"SOXQ":1.5,"CHPY":1.5,"SOXY":1.5,"SPYH":0.6,"SMYY":0.6,"DMAX":0.6,"SOXL":1.5,"SPY":0.6,"SMCC":0.6,"SH":0.6,"SMCY":0.6,"YSPY":0.6,"VOO":0.6,"TEKX":1.5,"SMCL":0.6}},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568408760496376,"gmtCreate":1779780794362,"gmtModify":1779781993116,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"最高领袖开战第一天就挂了，还更猛烈回应，这国家除了放嘴炮还会干啥？","listText":"最高领袖开战第一天就挂了，还更猛烈回应，这国家除了放嘴炮还会干啥？","text":"最高领袖开战第一天就挂了，还更猛烈回应，这国家除了放嘴炮还会干啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568408760496376","repostId":"1159917239","repostType":4,"repost":{"id":"1159917239","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":1779779815,"share":"https://www.laohu8.com/m/news/1159917239?lang=zh_CN&edition=full","pubTime":"2026-05-26 15:16","market":"us","language":"zh","title":"伊朗称若战争重启将更加猛烈回应，并阻止地区石油出口","url":"https://stock-news.laohu8.com/highlight/detail?id=1159917239","media":"老虎资讯综合","summary":"回应将更加猛烈，且将动用新战术。","content":"<html><head></head><body><p style=\"text-align: left;\">当地时间26日，伊朗武装部队总参谋部发言人谢卡尔希表示，伊朗已为战争做好准备，若美国和以色列发动新的攻击，伊方的回应将更加猛烈，且将动用新战术。他表示，若战争重启且伊朗出口遭禁，伊方将阻止地区石油外运。（央视新闻）</p><p style=\"text-align: left;\">此前，伊朗最高领袖表示，区域国家将不再为美国军事基地提供防护，美国在该地区也将不再拥有避风港。</p><p style=\"text-align: left;\">国际油价短线拉升，跌幅收窄。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f599d45efaee9904bae69b35241bf0\" data-align=\"center\" tg-width=\"1266\" tg-height=\"501\"/><span></span></p><p style=\"text-align: left;\"></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>伊朗称若战争重启将更加猛烈回应，并阻止地区石油出口</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伊朗称若战争重启将更加猛烈回应，并阻止地区石油出口\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\">2026-05-26 15:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">当地时间26日，伊朗武装部队总参谋部发言人谢卡尔希表示，伊朗已为战争做好准备，若美国和以色列发动新的攻击，伊方的回应将更加猛烈，且将动用新战术。他表示，若战争重启且伊朗出口遭禁，伊方将阻止地区石油外运。（央视新闻）</p><p style=\"text-align: left;\">此前，伊朗最高领袖表示，区域国家将不再为美国军事基地提供防护，美国在该地区也将不再拥有避风港。</p><p style=\"text-align: left;\">国际油价短线拉升，跌幅收窄。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f599d45efaee9904bae69b35241bf0\" data-align=\"center\" tg-width=\"1266\" tg-height=\"501\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aec10468a19ca153d88f05dd7d5e10a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159917239","content_text":"当地时间26日，伊朗武装部队总参谋部发言人谢卡尔希表示，伊朗已为战争做好准备，若美国和以色列发动新的攻击，伊方的回应将更加猛烈，且将动用新战术。他表示，若战争重启且伊朗出口遭禁，伊方将阻止地区石油外运。（央视新闻）此前，伊朗最高领袖表示，区域国家将不再为美国军事基地提供防护，美国在该地区也将不再拥有避风港。国际油价短线拉升，跌幅收窄。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568347357773976,"gmtCreate":1779777967934,"gmtModify":1779779877077,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"怎么能发这种新闻？美股药丸啊，太高了都是泡沫[开心] ","listText":"怎么能发这种新闻？美股药丸啊，太高了都是泡沫[开心] ","text":"怎么能发这种新闻？美股药丸啊，太高了都是泡沫[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568347357773976","repostId":"1199619549","repostType":4,"repost":{"id":"1199619549","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":1779776444,"share":"https://www.laohu8.com/m/news/1199619549?lang=zh_CN&edition=full","pubTime":"2026-05-26 14:20","market":"us","language":"zh","title":"“黑马”发力：标普500盈利增速创近五年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1199619549","media":"老虎资讯综合","summary":"而标普500指数中的其他493家公司，合计盈利增长率为17.4%，为2021年第四季度以来的最高水平。整体来看，标普500指数第一季度盈利同比增长28.4%。长期以来，这七家大型科技公司一直是标普500盈利增长的主要驱动力，但近期指数中的其他公司也开始发力。尽管七巨头中的四家仍是第一季度标普500盈利增长的前五大贡献者，但第五大贡献者是存储芯片制造商美光科技，其对指数盈利的影响力正在上升。","content":"<html><head></head><body><p>根据FactSet周四发布的一份报告，“科技七巨头”（Magnificent Seven）——英伟达、微软、Alphabet、亚马逊、Meta Platforms、苹果和特斯拉——第一季度合计实现了63.2%的每股收益增长，创下自2021年第二季度以来的最大增幅。而标普500指数中的其他493家公司，合计盈利增长率为17.4%，为2021年第四季度以来的最高水平。整体来看，标普500指数第一季度盈利同比增长28.4%（综合已公布及预估数据）。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4d882a72b741335a2d1f2f6ef37d7f2\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">长期以来，这七家大型科技公司一直是标普500盈利增长的主要驱动力，但近期指数中的其他公司也开始发力。这些涨幅来自一些不如科技股受关注的领域——例如材料行业，受益于化肥和锂等需求的激增。非必需消费品板块的贡献不仅来自亚马逊，还包括福特汽车等公司，后者因获得大额关税退税而利润大增。FactSet追踪的11个行业板块中有10个实现盈利增长，多数为两位数增幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79d6e470816852b85a71b0814e473a70\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">尽管七巨头中的四家（英伟达、Alphabet、亚马逊和Meta）仍是第一季度标普500盈利增长的前五大贡献者，但第五大贡献者是存储芯片制造商美光科技，其对指数盈利的影响力正在上升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/beb24361f3accf3faac6300905d285a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">然而，在盈利超预期的同时，市场也暗藏隐忧。英伟达上周给出了乐观的前景展望，但这似乎不足以让投资者满意——对于一家市值超5万亿美元的公司，华尔街几乎不容许任何差错。分析师不时表达对英伟达潜在竞争、科技巨头AI雄心的高昂成本以及需求前景的担忧，因为AI基础设施建设已是数万亿美元级别的工程。这场技术竞赛已导致存储芯片供应紧张，可能推高电子产品等成本。</p><p style=\"text-align: start;\">部分分析师指出，2026年第一季度覆盖了伊朗冲突爆发前的两个月，整体消费支出背景相对宽松。但上周美国几家大型零售商的业绩和指引让投资者变得谨慎。家得宝表示消费者状况尚可，但仍不愿投入更大、更昂贵的家装项目。化妆品公司e.l.f. Beauty在需求下滑迹象出现后计划下调部分产品价格。塔吉特称其转型正在见效，但投资者质疑反弹能持续多久。沃尔玛则表示，虽然高收入消费者仍在消费，但顾客为了省钱正减少加油量。沃尔玛CFO John David Rainey在财报电话会上说：“这显示出压力。我认为如果燃油价格维持在当前水平，可能会对平均零售单价产生上行压力。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d246603216786b8ea3a33acbfe105bc1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">Logan Capital Management董事总经理兼投资组合经理Sarah Henry对MarketWatch表示，沃尔玛关于消费者成本的言论比前几个季度更为尖锐。不过她也指出，Ralph Lauren和Williams-Sonoma的乐观情绪值得关注，他们的季度业绩显示至少富裕消费者仍在购物。Henry说，零售商业绩“表明K形复苏变得更加尖锐和明显”——即富裕消费者继续支出，而其他人群则缩减开支。她还指出，零售商业绩是在食品价格较疫情前上涨30%的背景下取得的，而较高的利率则抑制了通常需要融资的大件商品购买。即便如此，公司财报并未变得更糟，她表示：“总体而言，这个财报季的强劲表现是令人瞩目的。”</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>“黑马”发力：标普500盈利增速创近五年新高</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“黑马”发力：标普500盈利增速创近五年新高\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\">2026-05-26 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>根据FactSet周四发布的一份报告，“科技七巨头”（Magnificent Seven）——英伟达、微软、Alphabet、亚马逊、Meta Platforms、苹果和特斯拉——第一季度合计实现了63.2%的每股收益增长，创下自2021年第二季度以来的最大增幅。而标普500指数中的其他493家公司，合计盈利增长率为17.4%，为2021年第四季度以来的最高水平。整体来看，标普500指数第一季度盈利同比增长28.4%（综合已公布及预估数据）。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4d882a72b741335a2d1f2f6ef37d7f2\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">长期以来，这七家大型科技公司一直是标普500盈利增长的主要驱动力，但近期指数中的其他公司也开始发力。这些涨幅来自一些不如科技股受关注的领域——例如材料行业，受益于化肥和锂等需求的激增。非必需消费品板块的贡献不仅来自亚马逊，还包括福特汽车等公司，后者因获得大额关税退税而利润大增。FactSet追踪的11个行业板块中有10个实现盈利增长，多数为两位数增幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79d6e470816852b85a71b0814e473a70\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">尽管七巨头中的四家（英伟达、Alphabet、亚马逊和Meta）仍是第一季度标普500盈利增长的前五大贡献者，但第五大贡献者是存储芯片制造商美光科技，其对指数盈利的影响力正在上升。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/beb24361f3accf3faac6300905d285a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">然而，在盈利超预期的同时，市场也暗藏隐忧。英伟达上周给出了乐观的前景展望，但这似乎不足以让投资者满意——对于一家市值超5万亿美元的公司，华尔街几乎不容许任何差错。分析师不时表达对英伟达潜在竞争、科技巨头AI雄心的高昂成本以及需求前景的担忧，因为AI基础设施建设已是数万亿美元级别的工程。这场技术竞赛已导致存储芯片供应紧张，可能推高电子产品等成本。</p><p style=\"text-align: start;\">部分分析师指出，2026年第一季度覆盖了伊朗冲突爆发前的两个月，整体消费支出背景相对宽松。但上周美国几家大型零售商的业绩和指引让投资者变得谨慎。家得宝表示消费者状况尚可，但仍不愿投入更大、更昂贵的家装项目。化妆品公司e.l.f. Beauty在需求下滑迹象出现后计划下调部分产品价格。塔吉特称其转型正在见效，但投资者质疑反弹能持续多久。沃尔玛则表示，虽然高收入消费者仍在消费，但顾客为了省钱正减少加油量。沃尔玛CFO John David Rainey在财报电话会上说：“这显示出压力。我认为如果燃油价格维持在当前水平，可能会对平均零售单价产生上行压力。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d246603216786b8ea3a33acbfe105bc1\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: start;\">Logan Capital Management董事总经理兼投资组合经理Sarah Henry对MarketWatch表示，沃尔玛关于消费者成本的言论比前几个季度更为尖锐。不过她也指出，Ralph Lauren和Williams-Sonoma的乐观情绪值得关注，他们的季度业绩显示至少富裕消费者仍在购物。Henry说，零售商业绩“表明K形复苏变得更加尖锐和明显”——即富裕消费者继续支出，而其他人群则缩减开支。她还指出，零售商业绩是在食品价格较疫情前上涨30%的背景下取得的，而较高的利率则抑制了通常需要融资的大件商品购买。即便如此，公司财报并未变得更糟，她表示：“总体而言，这个财报季的强劲表现是令人瞩目的。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","TSLA":"特斯拉","AMZU":"2倍做多AMZN ETF-Direxion","TSII":"REX TSLA Growth & Income ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","AMZW":"Roundhill AMZN WeeklyPay™ ETF","GOOX":"2倍做多GOOG ETF-T-REX","GOOY":"GOOGL期权收益策略ETF-YieldMax","TSLG":"2倍做多TSLA ETF-Leverage Shares","AMZY":"AMZN期权收益策略ETF-YieldMax","AAPL":"苹果","AMZZ":"2倍做多AMZN ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","GOOG":"谷歌","GGLL":"2倍做多GOOGL-Direxion","TSLL":"2倍做多TSLA ETF-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GOOGL":"谷歌A","AZYY":"GraniteShares YieldBOOST AMZN ETF","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLQ":"2倍做空TSLA ETF-Tradr","TSLR":"2倍做多TSLA ETF-GraniteShares","FRDU":"2倍做多F ETF-Direxion","07366":"南方两倍做空特斯拉","NVYY":"GraniteShares YieldBOOST NVDA ETF","ANV":"GraniteShares Autocallable NVDA ETF","TSLS":"1倍做空TSLA ETF-Direxion","FBL":"2倍做多META ETF-GraniteShares","MUU":"2倍做多MU ETF-Direxion","FRDD":"1倍做空F ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex","07388":"南方两倍做空英伟达","TSLW":"TSLA周配息ETF-Roundhill","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLZ":"2倍做空TSLA ETF-T-Rex","TLA":"GraniteShares Autocallable TSLA ETF","FBY":"META期权收益策略ETF-YieldMax","09766":"南方两倍做多特斯拉-U","FBYY":"GraniteShares YieldBOOST META ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","WMT":"沃尔玛","AAPB":"2倍做多AAPL ETF-GraniteShares","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","07766":"南方两倍做多特斯拉","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","AAPD":"1倍做空AAPL ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","07788":"南方两倍做多英伟达","AAPU":"2倍做多AAPL ETF-Direxion","F":"福特汽车","AAPW":"AAPL周配息ETF-Roundhill","NVDA":"英伟达","MSFT":"微软","AAPX":"2倍做多Apple ETF-T-Rex","APLY":"AAPL期权收益策略ETF-YieldMax","AAPY":"AAPL收益溢价策略ETF-Kurv","09366":"南方两倍做空特斯拉-U","NVD":"2倍做空NVDA ETF-GraniteShares","MU":"美光科技","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","METD":"1倍做空META ETF-Direxion","AMZN":"亚马逊","TSDD":"2倍做空TSLA ETF-GraniteShares","NVDG":"2倍做多NVDA ETF- Leverage Shares","MUD":"1倍做空MU ETF-Direxion","NVDL":"2倍做多NVDA ETF-GraniteShares","MSFD":"1倍做空MSFT ETF-Direxion","NVDQ":"2倍做空NVDA ETF-T-Rex","METU":"2倍做多META ETF-Direxion","TSYY":"收益增强TSLA ETF-GraniteShares","MULL":"2倍做多MU ETF-GraniteShares","MSFL":"2倍做多MSFT ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","MSFO":"MSFT期权收益策略ETF-YieldMax","NVDU":"2倍做多NVDA ETF-Direxion","METW":"Roundhill META WeeklyPay™ ETF","MSFU":"2倍做多MSFT ETF-Direxion","TESL":"Simplify Volt TSLA Revolution ETF","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","MSFW":"Roundhill MSFT WeeklyPay ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","WMTI":"REX WMT Growth & Income ETF","AMZD":"1倍做空AMZN ETF-Direxion","NVDY":"NVDA期权收益策略ETF-YieldMax","MSFX":"2倍做多MSFT ETF-T-Rex","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","META":"Meta Platforms, Inc.","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199619549","content_text":"根据FactSet周四发布的一份报告，“科技七巨头”（Magnificent Seven）——英伟达、微软、Alphabet、亚马逊、Meta Platforms、苹果和特斯拉——第一季度合计实现了63.2%的每股收益增长，创下自2021年第二季度以来的最大增幅。而标普500指数中的其他493家公司，合计盈利增长率为17.4%，为2021年第四季度以来的最高水平。整体来看，标普500指数第一季度盈利同比增长28.4%（综合已公布及预估数据）。长期以来，这七家大型科技公司一直是标普500盈利增长的主要驱动力，但近期指数中的其他公司也开始发力。这些涨幅来自一些不如科技股受关注的领域——例如材料行业，受益于化肥和锂等需求的激增。非必需消费品板块的贡献不仅来自亚马逊，还包括福特汽车等公司，后者因获得大额关税退税而利润大增。FactSet追踪的11个行业板块中有10个实现盈利增长，多数为两位数增幅。尽管七巨头中的四家（英伟达、Alphabet、亚马逊和Meta）仍是第一季度标普500盈利增长的前五大贡献者，但第五大贡献者是存储芯片制造商美光科技，其对指数盈利的影响力正在上升。然而，在盈利超预期的同时，市场也暗藏隐忧。英伟达上周给出了乐观的前景展望，但这似乎不足以让投资者满意——对于一家市值超5万亿美元的公司，华尔街几乎不容许任何差错。分析师不时表达对英伟达潜在竞争、科技巨头AI雄心的高昂成本以及需求前景的担忧，因为AI基础设施建设已是数万亿美元级别的工程。这场技术竞赛已导致存储芯片供应紧张，可能推高电子产品等成本。部分分析师指出，2026年第一季度覆盖了伊朗冲突爆发前的两个月，整体消费支出背景相对宽松。但上周美国几家大型零售商的业绩和指引让投资者变得谨慎。家得宝表示消费者状况尚可，但仍不愿投入更大、更昂贵的家装项目。化妆品公司e.l.f. Beauty在需求下滑迹象出现后计划下调部分产品价格。塔吉特称其转型正在见效，但投资者质疑反弹能持续多久。沃尔玛则表示，虽然高收入消费者仍在消费，但顾客为了省钱正减少加油量。沃尔玛CFO John David Rainey在财报电话会上说：“这显示出压力。我认为如果燃油价格维持在当前水平，可能会对平均零售单价产生上行压力。”Logan Capital Management董事总经理兼投资组合经理Sarah Henry对MarketWatch表示，沃尔玛关于消费者成本的言论比前几个季度更为尖锐。不过她也指出，Ralph Lauren和Williams-Sonoma的乐观情绪值得关注，他们的季度业绩显示至少富裕消费者仍在购物。Henry说，零售商业绩“表明K形复苏变得更加尖锐和明显”——即富裕消费者继续支出，而其他人群则缩减开支。她还指出，零售商业绩是在食品价格较疫情前上涨30%的背景下取得的，而较高的利率则抑制了通常需要融资的大件商品购买。即便如此，公司财报并未变得更糟，她表示：“总体而言，这个财报季的强劲表现是令人瞩目的。”","news_type":1,"symbols_score_info":{"FBY":0.6,"NVDB":0.6,"AMZD":0.6,"NVDX":0.6,"09366":0.6,"AMZZ":0.6,"GOOY":0.6,"METW":0.6,"AMZN":2,"TSLG":0.6,"METD":0.6,"TSL":0.6,"MSFL":0.6,"NVDS":0.6,"METU":0.6,"TSDD":0.6,"NVDD":0.6,"MU":2,"MSFO":0.6,"NVDL":0.6,"MUD":0.6,"07766":0.6,"AAPW":0.6,"AMZU":0.6,"NVYY":0.6,"AZYY":0.6,"MSFD":0.6,"TSII":0.6,"CRSH":0.6,"AMZW":0.6,"ANV":0.6,"FBYY":0.6,"09766":0.6,"META":2,"MSFU":0.6,"TSYY":0.6,"GOOP":0.6,"TSLY":0.6,"07388":0.6,"TESL":0.6,"07788":0.6,"TSLA":2,"MSFY":0.6,"NVDG":0.6,"AAPX":0.6,"AMZP":0.6,"NVDO":0.6,"APLY":0.6,"TSLL":0.6,"TSLS":0.6,"FRDD":0.6,"NVII":0.6,"TSLI":0.6,"TSLR":0.6,"TLA":0.6,"NVD":0.6,"FRDU":0.6,"TSLQ":0.6,"AAPU":0.6,"GGLS":0.6,"NVDY":0.6,"NVDA":2,"NVDQ":0.6,"AAPD":0.6,"WMT":2,"GOOW":0.6,"AAPY":0.6,"FBL":0.6,"MSFX":0.6,"TSLT":0.6,"WMTI":0.6,"TSLW":0.6,"NVDU":0.6,"TSLP":0.6,"GOOX":0.6,"MSFW":0.6,"AAPB":0.6,"TEST":0.6,"MSFT":2,"MULL":0.6,"MUU":0.6,"07366":0.6,"GOOG":2,"TSLZ":0.6,"GOU":0.6,"GOOGL":2,"AAPL":2,"DIPS":0.6,"AMZY":0.6,"TSLO":0.6,"GGLL":0.6,"NVDW":0.6,"F":2}},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560583987651608,"gmtCreate":1777893096452,"gmtModify":1777893098729,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"那就是没击中，别口嗨了","listText":"那就是没击中，别口嗨了","text":"那就是没击中，别口嗨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/560583987651608","repostId":"1133834930","repostType":4,"repost":{"id":"1133834930","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":1777891375,"share":"https://www.laohu8.com/m/news/1133834930?lang=zh_CN&edition=full","pubTime":"2026-05-04 18:42","market":"us","language":"zh","title":"伊朗称美军舰遭导弹攻击，美官员否认美船只被伊导弹击中","url":"https://stock-news.laohu8.com/highlight/detail?id=1133834930","media":"老虎资讯综合","summary":"据新华社，美国媒体4日报道，美国高级官员否认美国船只被伊朗导弹击中。此前据伊朗法尔斯通讯社4日报道，一艘美国军舰意图通过霍尔木兹海峡，在无视伊朗海军的警告后遭到导弹攻击，被迫返航。","content":"<html><head></head><body><p>据新华社，美国媒体4日报道，美国高级官员否认美国船只被伊朗导弹击中。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42363fb6b12076e4549d16bb297a59bf\" tg-width=\"744\" tg-height=\"337\"/></p><p>此前据伊朗法尔斯通讯社4日报道，一艘美国军舰意图通过霍尔木兹海峡，在无视伊朗海军的警告后遭到导弹攻击，被迫返航。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b0435e2c99f0702f964f222396233eb\" tg-width=\"759\" tg-height=\"346\"/></p><p></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>伊朗称美军舰遭导弹攻击，美官员否认美船只被伊导弹击中</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伊朗称美军舰遭导弹攻击，美官员否认美船只被伊导弹击中\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\">2026-05-04 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据新华社，美国媒体4日报道，美国高级官员否认美国船只被伊朗导弹击中。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42363fb6b12076e4549d16bb297a59bf\" tg-width=\"744\" tg-height=\"337\"/></p><p>此前据伊朗法尔斯通讯社4日报道，一艘美国军舰意图通过霍尔木兹海峡，在无视伊朗海军的警告后遭到导弹攻击，被迫返航。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b0435e2c99f0702f964f222396233eb\" tg-width=\"759\" tg-height=\"346\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133834930","content_text":"据新华社，美国媒体4日报道，美国高级官员否认美国船只被伊朗导弹击中。此前据伊朗法尔斯通讯社4日报道，一艘美国军舰意图通过霍尔木兹海峡，在无视伊朗海军的警告后遭到导弹攻击，被迫返航。","news_type":1,"symbols_score_info":{"QMmain":2,"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198529490393670","authorId":"4198529490393670","name":"小猫变身","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4198529490393670","authorIdStr":"4198529490393670"},"content":"只要美军不炸郎子本土，他不敢先动手。","text":"只要美军不炸郎子本土，他不敢先动手。","html":"只要美军不炸郎子本土，他不敢先动手。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558838053398392,"gmtCreate":1777466848140,"gmtModify":1777466850518,"author":{"id":"3492787339030986","authorId":"3492787339030986","name":"超超_6103","avatar":"https://static.tigerbbs.com/e178c9f28079df8f96fc5ef22800a38f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492787339030986","authorIdStr":"3492787339030986"},"themes":[],"title":"","htmlText":"快点嘛，看看你们还有啥货","listText":"快点嘛，看看你们还有啥货","text":"快点嘛，看看你们还有啥货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558838053398392","repostId":"1188572454","repostType":4,"repost":{"id":"1188572454","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":1777466085,"share":"https://www.laohu8.com/m/news/1188572454?lang=zh_CN&edition=full","pubTime":"2026-04-29 20:34","market":"fut","language":"zh","title":"伊朗：若美继续扣押伊船只，将采取前所未有的军事行动","url":"https://stock-news.laohu8.com/highlight/detail?id=1188572454","media":"老虎资讯综合","summary":"4月29日，美、布两油短线持续拉升！据伊朗媒体Press TV援引一位伊朗高级安全消息人士的话报道称，伊朗已发出警告，若美国继续扣押与伊朗有关的船只，伊朗将采取“前所未有的军事行动”。","content":"<html><head></head><body><p>4月29日，美、布两油短线持续拉升！据伊朗媒体Press TV援引一位伊朗高级安全消息人士的话报道称，伊朗已发出警告，若美国继续扣押与伊朗有关的船只，伊朗将采取“前所未有的军事行动”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742e5b5126422b834a940b3bce177cfd\" tg-width=\"861\" tg-height=\"720\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96fec7b7f1981d88b542411ef2cab685\" tg-width=\"858\" tg-height=\"729\"/></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>伊朗：若美继续扣押伊船只，将采取前所未有的军事行动</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伊朗：若美继续扣押伊船只，将采取前所未有的军事行动\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\">2026-04-29 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月29日，美、布两油短线持续拉升！据伊朗媒体Press TV援引一位伊朗高级安全消息人士的话报道称，伊朗已发出警告，若美国继续扣押与伊朗有关的船只，伊朗将采取“前所未有的军事行动”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742e5b5126422b834a940b3bce177cfd\" tg-width=\"861\" tg-height=\"720\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96fec7b7f1981d88b542411ef2cab685\" tg-width=\"858\" tg-height=\"729\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188572454","content_text":"4月29日，美、布两油短线持续拉升！据伊朗媒体Press TV援引一位伊朗高级安全消息人士的话报道称，伊朗已发出警告，若美国继续扣押与伊朗有关的船只，伊朗将采取“前所未有的军事行动”。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}