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roseking
roseking
·
06-13 12:37
八姐妹内循环经济
联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!
SpaceX上市首日大涨逾19%。英伟达随即公开祝贺,马斯克表示将把双方合作“推向新水平”。与此同时,SpaceX披露首款AI计算卫星AI1,并已与谷歌、Anthropic签下合计每月逾21亿美元的算力大单,英伟达GPU贯穿其中。
联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!
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roseking
roseking
·
06-12
$SpaceX(SPCX)$
俗话说的好,卫星🛰️上天
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roseking
roseking
·
06-10
$英伟达(NVDA)$
这长长的下影线麻烦大了,明后天就填实了。
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roseking
roseking
·
06-10
疯抢需要这样吗?
马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢
6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股 已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。
马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢
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roseking
roseking
·
06-10
死猫跳而已
标普纳指跌破周五低点:健康重置,还是警告信号?
美股延续跌势,三大指数均跌破上周五低点,科技与能源板块领跌。比特币与黄金同步遭抛售,暗示流动性压力显现。高盛分析师认为近期下跌是健康重置;摩根大通分析师认为美股短期维持震荡,并将跑输欧洲。关注周三即将公布的美国CPI数据以及沃什下周在议息会议上的表态。
标普纳指跌破周五低点:健康重置,还是警告信号?
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roseking
roseking
·
06-09
$闪迪(SNDK)$
最后一个崩盘的就是它了
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roseking
roseking
·
06-09
$博通(AVGO)$
为了拉起这个刘阿斗,华尔街也是赤膊上阵了。
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roseking
roseking
·
06-09
为了泡沫维持下去华尔街也是拼了
博通、阿波罗、黑石集团成立战略平台,以加速超过20吉瓦的全球人工智能部署
6月9日,$博通(AVGO)$盘前短线拉升,现涨近3%!消息面上,博通、阿波罗、$黑石(BX)$集团成立战略平台,以加速超过20吉瓦的全球人工智能部署。
博通、阿波罗、黑石集团成立战略平台,以加速超过20吉瓦的全球人工智能部署
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roseking
roseking
·
06-09
拼多多砍一刀总是差那么一刀,估计好要再砍37刀
37次“即将达成”!特朗普不断预告伊朗协议,却一次次落空
37次“即将达成”协议,0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定,但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出,此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时,宜维持较高的预期折扣系数。
37次“即将达成”!特朗普不断预告伊朗协议,却一次次落空
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roseking
roseking
·
06-09
$英伟达(NVDA)$
精英们想用硅基AI代替人类注定失败
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left;\">AI卫星:太空算力的新赛道</h2><p style=\"text-align: left;\">据wccftech报道,马斯克所说的"新水平",很可能指向SpaceX刚刚披露的一项新业务——AI1卫星。</p><p style=\"text-align: left;\">这是SpaceX推出的首款专用AI计算卫星。单颗卫星支持最高150千瓦峰值算力,配备液冷散热器、流星体防护层、集中式计算模块以及可展开太阳能电池板。这些卫星将在SpaceX位于德克萨斯州的Gigasat工厂批量生产。</p><p style=\"text-align: left;\">简单理解:AI1卫星相当于把数据中心搬上了太空轨道,让算力突破地面基础设施的限制。英伟达作为全球最主要的AI芯片供应商,与这一方向的契合度不言而喻。</p><h2 id=\"id_1441577655\" style=\"text-align: left;\">云计算大单:英伟达GPU已是SpaceX的标配</h2><p style=\"text-align: left;\">事实上,英伟达GPU早已深度嵌入SpaceX的商业版图。</p><p style=\"text-align: left;\">在IPO前夕,SpaceX与谷歌签署了一份云服务协议,向后者提供相当于"11万块英伟达GPU、CPU、内存及相关组件"的算力,每月收费9.2亿美元。</p><p style=\"text-align: left;\">与Anthropic的协议规模更大:SpaceX向这家AI公司提供"22万块英伟达GPU(含H100、H200、GB200等型号)"的访问权限,每月收费12.5亿美元,折合每年150亿美元。</p><p style=\"text-align: left;\">这两笔合同说明一个问题:SpaceX已经不只是一家火箭公司,它正在成为一个以英伟达芯片为底层的AI算力供应商。</p><h2 id=\"id_2627004888\" style=\"text-align: left;\">Terafab:特斯拉、英特尔也在局里</h2><p style=\"text-align: left;\">除了卫星和云计算,SpaceX还在与特斯拉、英特尔合作,快速推进一个名为"Terafab"的项目建设。素材未披露更多细节,但这一布局进一步表明,SpaceX正在构建一个横跨太空、算力与制造的多层生态。</p><p style=\"text-align: left;\">马斯克与英伟达的关系,已经从单纯的芯片采购,演变为更深层的战略绑定。</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>联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联手打造太空算力?SpaceX刚上市,马斯克就喊话黄仁勋:合作升级!\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\">2026-06-13 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>SpaceX上市首日大涨逾19%。英伟达随即公开祝贺,马斯克表示将把双方合作“推向新水平”。与此同时,SpaceX披露首款AI计算卫星AI1,并已与谷歌、Anthropic签下合计每月逾21亿美元的算力大单,英伟达GPU贯穿其中。</p></blockquote><p style=\"text-align: left;\">SpaceX刚上市,马斯克就盯上了下一件大事——和英伟达一起做太空AI。</p><p style=\"text-align: left;\">SpaceX于当地时间6月12日正式登陆纳斯达克交易所。上市首日,股价大涨逾19%,市值收于2.11万亿美元。这一涨幅直接将马斯克推上了全球首位身家突破万亿美元的富豪宝座。</p><p style=\"text-align: left;\">就在股价狂飙的同一天,英伟达在X平台发文,热情祝贺SpaceX团队完成"历史性IPO首秀"。马斯克随即回应,表示将把与英伟达"令人兴奋的合作推向新水平"。两家公司之间显然正在酝酿新动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3975446445cd9cca59107b34d795a94d\" tg-width=\"744\" tg-height=\"523\"/></p><h2 id=\"id_3434038885\" style=\"text-align: left;\">AI卫星:太空算力的新赛道</h2><p style=\"text-align: left;\">据wccftech报道,马斯克所说的"新水平",很可能指向SpaceX刚刚披露的一项新业务——AI1卫星。</p><p style=\"text-align: left;\">这是SpaceX推出的首款专用AI计算卫星。单颗卫星支持最高150千瓦峰值算力,配备液冷散热器、流星体防护层、集中式计算模块以及可展开太阳能电池板。这些卫星将在SpaceX位于德克萨斯州的Gigasat工厂批量生产。</p><p style=\"text-align: left;\">简单理解:AI1卫星相当于把数据中心搬上了太空轨道,让算力突破地面基础设施的限制。英伟达作为全球最主要的AI芯片供应商,与这一方向的契合度不言而喻。</p><h2 id=\"id_1441577655\" style=\"text-align: left;\">云计算大单:英伟达GPU已是SpaceX的标配</h2><p style=\"text-align: left;\">事实上,英伟达GPU早已深度嵌入SpaceX的商业版图。</p><p style=\"text-align: left;\">在IPO前夕,SpaceX与谷歌签署了一份云服务协议,向后者提供相当于"11万块英伟达GPU、CPU、内存及相关组件"的算力,每月收费9.2亿美元。</p><p style=\"text-align: left;\">与Anthropic的协议规模更大:SpaceX向这家AI公司提供"22万块英伟达GPU(含H100、H200、GB200等型号)"的访问权限,每月收费12.5亿美元,折合每年150亿美元。</p><p style=\"text-align: left;\">这两笔合同说明一个问题:SpaceX已经不只是一家火箭公司,它正在成为一个以英伟达芯片为底层的AI算力供应商。</p><h2 id=\"id_2627004888\" style=\"text-align: left;\">Terafab:特斯拉、英特尔也在局里</h2><p style=\"text-align: left;\">除了卫星和云计算,SpaceX还在与特斯拉、英特尔合作,快速推进一个名为"Terafab"的项目建设。素材未披露更多细节,但这一布局进一步表明,SpaceX正在构建一个横跨太空、算力与制造的多层生态。</p><p style=\"text-align: left;\">马斯克与英伟达的关系,已经从单纯的芯片采购,演变为更深层的战略绑定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fb2626fc391207483f3a71b487cc728","relate_stocks":{"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","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc 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这长长的下影线麻烦大了,明后天就填实了。","text":"$英伟达(NVDA)$ 这长长的下影线麻烦大了,明后天就填实了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/573533330125336","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":6,"crmLevelSwitch":0,"idStr":"12012867840342","authorIdStr":"12012867840342"},"content":"长下影线麻烦大了,那如果长上影线呢","text":"长下影线麻烦大了,那如果长上影线呢","html":"长下影线麻烦大了,那如果长上影线呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573533895510248,"gmtCreate":1781052637703,"gmtModify":1781055108583,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"疯抢需要这样吗?","listText":"疯抢需要这样吗?","text":"疯抢需要这样吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573533895510248","repostId":"2642511415","repostType":2,"repost":{"id":"2642511415","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股官方账号,专注让专业更简单","home_visible":1,"media_name":"凤凰网港股","id":"1077578553","head_image":"https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7"},"pubTimestamp":1781049883,"share":"https://www.laohu8.com/m/news/2642511415?lang=zh_CN&edition=full","pubTime":"2026-06-10 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href=\"https://laohu8.com/S/MS\">摩根士丹利</a>举办的机构投资者午餐会,约300名机构投资者受邀参加。</p><p>知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。</p><p>SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。</p><p>此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。</p>\n</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>马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢</title>\n<style 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}\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马斯克又把资本圈整沸腾了:SpaceX IPO遭2500亿美元疯抢\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1077578553\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2026-06-10 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股(IPO)已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。</p><p>消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。部分只做多基金提交了规模较大的认购订单,显示机构投资者需求强劲。另有消息人士透露,马斯克曾在路演期间短暂参加与潜在投资者举行的<a href=\"https://laohu8.com/S/ZM\">Zoom</a>会议。</p><p>根据安排,SpaceX总裁格温·肖特<a href=\"https://laohu8.com/S/603501\">韦尔</a>(Gwynne Shotwell)和首席财务官布雷特·约翰逊(Bret Johnsen)预计于周二在纽约曼哈顿出席由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>举办的机构投资者午餐会,约300名机构投资者受邀参加。</p><p>知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。</p><p>SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。</p><p>此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis 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(USDHDG) ACC"},"source_url":"https://finance.ifeng.com/c/8tps6q1p0pW","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642511415","content_text":"6月9日,据路透社报道,知情人士透露,埃隆·马斯克旗下SpaceX首次公开募股(IPO)已吸引超过2500亿美元投资者认购需求,远超公司计划募资的750亿美元规模。消息人士称,目前此次IPO超额认购倍数达到3.5至4倍。部分只做多基金提交了规模较大的认购订单,显示机构投资者需求强劲。另有消息人士透露,马斯克曾在路演期间短暂参加与潜在投资者举行的Zoom会议。根据安排,SpaceX总裁格温·肖特韦尔(Gwynne Shotwell)和首席财务官布雷特·约翰逊(Bret Johnsen)预计于周二在纽约曼哈顿出席由摩根士丹利举办的机构投资者午餐会,约300名机构投资者受邀参加。知情人士表示,目前交易仍处于市场推广阶段,投资者认购情况在IPO定价前仍可能发生变化。最终配售结果将在定价时确定,大型机构投资者通常会在发行后期提交认购订单。SpaceX在路演材料和IPO文件中重点介绍了其火箭发射业务和星链(Starlink)互联网业务的发展情况。公司同时将星链、人工智能及太空数据中心视为未来关键增长驱动力,并表示其具备利用太空构建人工智能计算能力的独特优势。此次IPO正值市场波动加剧之际。分析认为,近期市场回调的原因之一,可能是部分投资者为参与SpaceX IPO而出售其他资产筹集资金。","news_type":1,"symbols_score_info":{"07366":0.6,"TSLY":0.6,"TSLR":0.6,"TSLZ":0.6,"TSII":0.6,"TSLT":0.6,"09366":0.6,"TSYY":0.6,"TSLG":0.6,"TLA":0.6,"07766":0.6,"09766":0.6,"TESL":0.6,"TEST":0.6,"TSLA":1.86,"SPCU":1.1,"TSLQ":0.6,"TSLS":0.6,"CRSH":0.6,"TSLI":0.6,"TSLL":0.6,"TSL":0.6,"TSLO":0.6,"TSLW":0.6,"TSLP":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573534032863424,"gmtCreate":1781052596686,"gmtModify":1781055108634,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"死猫跳而已","listText":"死猫跳而已","text":"死猫跳而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573534032863424","repostId":"2642092418","repostType":2,"repost":{"id":"2642092418","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":1781048042,"share":"https://www.laohu8.com/m/news/2642092418?lang=zh_CN&edition=full","pubTime":"2026-06-10 07:34","market":"us","language":"zh","title":"标普纳指跌破周五低点:健康重置,还是警告信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=2642092418","media":"华尔街见闻","summary":"美股延续跌势,三大指数均跌破上周五低点,科技与能源板块领跌。比特币与黄金同步遭抛售,暗示流动性压力显现。高盛分析师认为近期下跌是健康重置;摩根大通分析师认为美股短期维持震荡,并将跑输欧洲。关注周三即将公布的美国CPI数据以及沃什下周在议息会议上的表态。","content":"<html><head></head><body><p style=\"text-align: left;\">美股延续跌势,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数、纳斯达克指数及道琼斯指数相继跌破上周五低点,科技与能源板块领跌。<strong>此轮下跌缺乏明确的驱动催化剂</strong>,令市场参与者对下行性质的判断出现明显分歧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad665f02cf339e928cb442b5f29e975b\" data-align=\"center\" tg-width=\"1024\" tg-height=\"778\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>跨资产销售部门股票执行主管Brian Garrett将当前局面的核心矛盾概括为:"这究竟是一次健康重置,还是一次警示信号?"他本人倾向于前者,<strong>认为波动过后市场将站上更坚实的基础。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报主管Andrew Tyler则<strong>预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。</strong></p><p style=\"text-align: left;\">比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于<strong>流动性或保证金需求</strong>,而非单纯的风险规避情绪。本周即将公布的<strong>美国CPI数据以及美联储主席沃什下周在议息会议上的表态</strong>,将成为判断市场走向的关键节点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea97386391df2a70f51ce9687fadfbe\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><h2 style=\"text-align: left;\">科技股承压,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首当其冲</h2><p style=\"text-align: left;\">科技板块是此轮跌势的核心来源,半导体个股再度走软。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95cf56441b3108893a7f942392b7ac70\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><p style=\"text-align: left;\">苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7ff4899496e91b22d87c090525e5f03\" data-align=\"center\" tg-width=\"1024\" tg-height=\"709\"/><span></span></p><p style=\"text-align: left;\">能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a45c4ee2d1a40614e52f85666ff90996\" data-align=\"center\" tg-width=\"1024\" tg-height=\"663\"/><span></span></p><p style=\"text-align: left;\">短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcc750f0b20b33f5e800a19b5ff58d0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"746\"/><span></span></p><h2 style=\"text-align: left;\">轮动而非减仓,成为主流选择</h2><p style=\"text-align: left;\">据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DB\">德意志银行</a>数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了"仍有增量买盘空间"的判断,即便指数层面的上涨动能趋于停滞。</p><p style=\"text-align: left;\">Capital.com高级市场分析师Daniela Hathorn指出:</p><blockquote><p style=\"text-align: left;\">"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。"</p></blockquote><p style=\"text-align: left;\">她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。</p><h2 style=\"text-align: left;\">美股或阶段性跑输欧洲</h2><p style=\"text-align: left;\">多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:</p><blockquote><p style=\"text-align: left;\">"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。"</p></blockquote><p style=\"text-align: left;\">他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。</p><p style=\"text-align: left;\">对于欧洲市场而言,<strong>科技及人工智能相关敞口较低本是相对优势</strong>,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。</p><p style=\"text-align: left;\">在利率前景方面,<strong>欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。</strong>10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。</p><h2 style=\"text-align: left;\">CPI数据与官员表态将左右短期走向</h2><p style=\"text-align: left;\">市场当前面临一系列密集的风险事件。Tyler表示,<strong>本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于"静默期",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。</strong></p><p style=\"text-align: left;\">Brian Garrett则提醒,当前市场对宏观经济数据的关注度明显不足,而这些数据对利率走势与就业市场具有实质性影响。</p><p style=\"text-align: left;\">他建议投资者以<a href=\"https://laohu8.com/S/XDEW.UK\">标普500等权</a>重指数对冲标普500期权的方式布局"扩散行情",或重点审视剔除人工智能概念后的标普500结构性机会。</p><p style=\"text-align: left;\">Hathorn总结称,未来数周市场走势更可能呈现整理格局,而非延续此前自4月以来近乎垂直上涨的态势。投资者将需要更多证据,以确认企业盈利能够持续跑赢日益复杂的宏观逆风。</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>标普纳指跌破周五低点:健康重置,还是警告信号?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普纳指跌破周五低点:健康重置,还是警告信号?\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\">2026-06-10 07:34</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;\">美股延续跌势,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数、纳斯达克指数及道琼斯指数相继跌破上周五低点,科技与能源板块领跌。<strong>此轮下跌缺乏明确的驱动催化剂</strong>,令市场参与者对下行性质的判断出现明显分歧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad665f02cf339e928cb442b5f29e975b\" data-align=\"center\" tg-width=\"1024\" tg-height=\"778\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>跨资产销售部门股票执行主管Brian Garrett将当前局面的核心矛盾概括为:"这究竟是一次健康重置,还是一次警示信号?"他本人倾向于前者,<strong>认为波动过后市场将站上更坚实的基础。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>市场情报主管Andrew Tyler则<strong>预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。</strong></p><p style=\"text-align: left;\">比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于<strong>流动性或保证金需求</strong>,而非单纯的风险规避情绪。本周即将公布的<strong>美国CPI数据以及美联储主席沃什下周在议息会议上的表态</strong>,将成为判断市场走向的关键节点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ea97386391df2a70f51ce9687fadfbe\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><h2 style=\"text-align: left;\">科技股承压,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首当其冲</h2><p style=\"text-align: left;\">科技板块是此轮跌势的核心来源,半导体个股再度走软。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95cf56441b3108893a7f942392b7ac70\" data-align=\"center\" tg-width=\"958\" tg-height=\"559\"/><span></span></p><p style=\"text-align: left;\">苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7ff4899496e91b22d87c090525e5f03\" data-align=\"center\" tg-width=\"1024\" tg-height=\"709\"/><span></span></p><p style=\"text-align: left;\">能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a45c4ee2d1a40614e52f85666ff90996\" data-align=\"center\" tg-width=\"1024\" tg-height=\"663\"/><span></span></p><p style=\"text-align: left;\">短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2dcc750f0b20b33f5e800a19b5ff58d0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"746\"/><span></span></p><h2 style=\"text-align: left;\">轮动而非减仓,成为主流选择</h2><p style=\"text-align: left;\">据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/DB\">德意志银行</a>数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了"仍有增量买盘空间"的判断,即便指数层面的上涨动能趋于停滞。</p><p style=\"text-align: left;\">Capital.com高级市场分析师Daniela Hathorn指出:</p><blockquote><p style=\"text-align: left;\">"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。"</p></blockquote><p style=\"text-align: left;\">她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。</p><h2 style=\"text-align: left;\">美股或阶段性跑输欧洲</h2><p style=\"text-align: left;\">多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:</p><blockquote><p style=\"text-align: left;\">"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。"</p></blockquote><p style=\"text-align: left;\">他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。</p><p style=\"text-align: left;\">对于欧洲市场而言,<strong>科技及人工智能相关敞口较低本是相对优势</strong>,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。</p><p style=\"text-align: left;\">在利率前景方面,<strong>欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。</strong>10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。</p><h2 style=\"text-align: left;\">CPI数据与官员表态将左右短期走向</h2><p style=\"text-align: left;\">市场当前面临一系列密集的风险事件。Tyler表示,<strong>本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于"静默期",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。</strong></p><p style=\"text-align: left;\">Brian Garrett则提醒,当前市场对宏观经济数据的关注度明显不足,而这些数据对利率走势与就业市场具有实质性影响。</p><p style=\"text-align: left;\">他建议投资者以<a href=\"https://laohu8.com/S/XDEW.UK\">标普500等权</a>重指数对冲标普500期权的方式布局"扩散行情",或重点审视剔除人工智能概念后的标普500结构性机会。</p><p style=\"text-align: left;\">Hathorn总结称,未来数周市场走势更可能呈现整理格局,而非延续此前自4月以来近乎垂直上涨的态势。投资者将需要更多证据,以确认企业盈利能够持续跑赢日益复杂的宏观逆风。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774a7566efd1c21b05c70cc56022bb19","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US 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(SGD) INC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H"},"source_url":"https://wallstreetcn.com/articles/3774261","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642092418","content_text":"美股延续跌势,标普500指数、纳斯达克指数及道琼斯指数相继跌破上周五低点,科技与能源板块领跌。此轮下跌缺乏明确的驱动催化剂,令市场参与者对下行性质的判断出现明显分歧。高盛跨资产销售部门股票执行主管Brian Garrett将当前局面的核心矛盾概括为:\"这究竟是一次健康重置,还是一次警示信号?\"他本人倾向于前者,认为波动过后市场将站上更坚实的基础。摩根大通市场情报主管Andrew Tyler则预计市场短期内将维持震荡,并指出美股在此轮轮动中可能跑输欧洲等发达市场。比特币与黄金同步遭到抛售,债券市场相对平静,这一组合暗示部分抛盘源于流动性或保证金需求,而非单纯的风险规避情绪。本周即将公布的美国CPI数据以及美联储主席沃什下周在议息会议上的表态,将成为判断市场走向的关键节点。科技股承压,苹果首当其冲科技板块是此轮跌势的核心来源,半导体个股再度走软。苹果公司承受了最直接的压力,市场将此归因于昨日全球开发者大会(WWDC)令人失望的表现。能源板块同步下跌,但从历史经验来看,油价走低通常对股市具有支撑作用。目前整个大盘指数走弱,主要是由科技与能源两大板块的权重拖累所致,其余多数板块仍处于正区间。短线来看,盘初的空头回补行情迅速消退,零日期权(0-DTE)看涨期权卖方主导了负delta方向的资金流动,加剧了市场下行压力。轮动而非减仓,成为主流选择据彭博报道,此前连续数周的资金持续流入在此轮科技股抛售中骤然转向,但投资者对权益资产的整体兴趣并未明显退潮。市场目前倾向于板块轮动,而非全面降低仓位。德意志银行数据显示,上周对冲基金持续积极买入,美国大盘科技股的仓位已攀升至历史第97百分位。尽管如此,整体股票敞口尚未达到明显过度集中的程度,这在一定程度上支撑了\"仍有增量买盘空间\"的判断,即便指数层面的上涨动能趋于停滞。Capital.com高级市场分析师Daniela Hathorn指出:\"或许最重要的进展是,在数周单边上涨之后,市场终于开始出现双向价格行为。\"她认为,收益率走高、通胀预期升温以及地缘政治不确定性重燃,正共同迫使投资者重新审视估值水平。美股或阶段性跑输欧洲多位分析师认为,此轮科技股调整对美股的相对表现影响更为深远。Tyler表示:\"这不一定是一次普涨式的扩散行情,科技股可能在绝对层面继续走低,令标普500维持横盘乃至小幅下行。美股在此轮轮动中将跑输其他发达市场。\"他具体看好英国与欧盟市场在战术层面对美股的相对表现,直至科技股重新企稳。对于欧洲市场而言,科技及人工智能相关敞口较低本是相对优势,但前提是中东地缘局势不进一步恶化。彭博报道称,尽管紧张态势持续,特朗普总统仍明确表现出抑制升级的意愿。在利率前景方面,欧洲央行本周的加息举措已被市场充分定价,而美联储路径则存在更多不确定性。10年期美债收益率目前徘徊于4.5%上方,分析人士指出,需要更大幅度的利率波动才可能触发股市新一轮下跌。CPI数据与官员表态将左右短期走向市场当前面临一系列密集的风险事件。Tyler表示,本周三公布的CPI数据将在很大程度上决定债券市场能否企稳。与此同时,美联储目前处于\"静默期\",限制了官员对市场预期的主动引导空间,构成股市的额外下行风险。Brian Garrett则提醒,当前市场对宏观经济数据的关注度明显不足,而这些数据对利率走势与就业市场具有实质性影响。他建议投资者以标普500等权重指数对冲标普500期权的方式布局\"扩散行情\",或重点审视剔除人工智能概念后的标普500结构性机会。Hathorn总结称,未来数周市场走势更可能呈现整理格局,而非延续此前自4月以来近乎垂直上涨的态势。投资者将需要更多证据,以确认企业盈利能够持续跑赢日益复杂的宏观逆风。","news_type":1,"symbols_score_info":{"SQQQ":2,"TQQQ":2,"SPUU":0.6,"VXX":2,"SVIX":0.6,"MMAX":0.6,"ESmain":2,"SPDN":0.6,"SH":0.6,"SDOW":0.6,"FTEC":0.6,"NQmain":2,"DDM":0.6,"UPRO":0.6,"JEPQ":0.6,"SPYU":0.6,"SPYH":0.6,"DXD":0.6,"DIA":0.6,"IVV":0.6,"OEF":0.6,"QDTE":0.6,"SPXU":0.6,"HIBL":0.6,"SPYQ":0.6,"SMAX":0.6,"VIXY":2,"QQQJ":0.6,"IYW":0.6,"YSPY":0.6,"SSO":0.6,"UDOW":0.6,"SPYI":0.6,"QYLG":0.6,"UVXY":0.6,".SPX":2,"VOO":0.6,"SVXY":0.6,"SPXS":0.6,"QQQ":2,".DJI":2,".IXIC":2,"DMAX":0.6,"SDS":0.6,"DOG":0.6,"YMmain":2,"VIX":2,"SPYM":0.6,"UVIX":0.6,"SPYB":0.6,"QQQE":0.6,"ONEQ":0.6,"QQQY":0.6,"TECS":0.6,"SPXL":0.6,"VIXmain":2,"QQQA":0.6,"SPY":0.6}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573379456983272,"gmtCreate":1781014858831,"gmtModify":1781015237616,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 最后一个崩盘的就是它了","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 最后一个崩盘的就是它了","text":"$闪迪(SNDK)$ 最后一个崩盘的就是它了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573379456983272","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573370675836928,"gmtCreate":1781012786085,"gmtModify":1781012852251,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 为了拉起这个刘阿斗,华尔街也是赤膊上阵了。","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 为了拉起这个刘阿斗,华尔街也是赤膊上阵了。","text":"$博通(AVGO)$ 为了拉起这个刘阿斗,华尔街也是赤膊上阵了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573370675836928","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573364565153240,"gmtCreate":1781011231028,"gmtModify":1781011245709,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"为了泡沫维持下去华尔街也是拼了","listText":"为了泡沫维持下去华尔街也是拼了","text":"为了泡沫维持下去华尔街也是拼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573364565153240","repostId":"1182740219","repostType":2,"repost":{"id":"1182740219","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":1781010336,"share":"https://www.laohu8.com/m/news/1182740219?lang=zh_CN&edition=full","pubTime":"2026-06-09 21:05","market":"us","language":"zh","title":"博通、阿波罗、黑石集团成立战略平台,以加速超过20吉瓦的全球人工智能部署","url":"https://stock-news.laohu8.com/highlight/detail?id=1182740219","media":"老虎资讯综合","summary":"6月9日,$博通(AVGO)$盘前短线拉升,现涨近3%!消息面上,博通、阿波罗、$黑石(BX)$集团成立战略平台,以加速超过20吉瓦的全球人工智能部署。","content":"<html><head></head><body><p style=\"text-align: left;\">6月9日,<a href=\"https://laohu8.com/S/AVGO\">博通</a>盘前短线拉升,现涨近3%!消息面上,博通、阿波罗、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团成立战略平台,以加速超过20吉瓦的全球人工智能部署;首期350亿美元将用于支持Anthropic此前宣布的超过1吉瓦计算基础设施的产能扩建。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9638831586b6ce092b2cb343a5bf414d\" title=\"\" tg-width=\"834\" 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\" 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class=\"h-time\">2026-06-09 21:05</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;\">6月9日,<a href=\"https://laohu8.com/S/AVGO\">博通</a>盘前短线拉升,现涨近3%!消息面上,博通、阿波罗、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团成立战略平台,以加速超过20吉瓦的全球人工智能部署;首期350亿美元将用于支持Anthropic此前宣布的超过1吉瓦计算基础设施的产能扩建。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9638831586b6ce092b2cb343a5bf414d\" title=\"\" tg-width=\"834\" tg-height=\"729\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"161631":"人工智能","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182740219","content_text":"6月9日,博通盘前短线拉升,现涨近3%!消息面上,博通、阿波罗、黑石集团成立战略平台,以加速超过20吉瓦的全球人工智能部署;首期350亿美元将用于支持Anthropic此前宣布的超过1吉瓦计算基础设施的产能扩建。","news_type":1,"symbols_score_info":{"161631":1.5,"AVS":0.6,"BX":1.5,"CHAT":1.5,"AVGW":0.6,"AVGG":0.6,"AVGO":1.5,"AVL":0.6,"ARTY":1.5,"AGIX":1.5,"AVGU":0.6,"AVGX":0.6}},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573345884931544,"gmtCreate":1781006670427,"gmtModify":1781010754060,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"拼多多砍一刀总是差那么一刀,估计好要再砍37刀","listText":"拼多多砍一刀总是差那么一刀,估计好要再砍37刀","text":"拼多多砍一刀总是差那么一刀,估计好要再砍37刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573345884931544","repostId":"2642464134","repostType":4,"repost":{"id":"2642464134","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":1781003101,"share":"https://www.laohu8.com/m/news/2642464134?lang=zh_CN&edition=full","pubTime":"2026-06-09 19:05","market":"other","language":"zh","title":"37次“即将达成”!特朗普不断预告伊朗协议,却一次次落空","url":"https://stock-news.laohu8.com/highlight/detail?id=2642464134","media":"华尔街见闻","summary":"37次“即将达成”协议,0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定,但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出,此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时,宜维持较高的预期折扣系数。","content":"<html><head></head><body><blockquote><p>37次“即将达成”协议,0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定,但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出,此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时,宜维持较高的预期折扣系数。</p></blockquote><p style=\"text-align: left;\">当地时间6月9日,特朗普再度表示,美伊谈判已进入“最后关头”。</p><p style=\"text-align: left;\">据新华社,特朗普9日在纽约肯尼迪国际机场接受记者采访时说,“我们正处在最后关头,将达成一份非常、非常棒的协议”。<strong>当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</strong></p><p style=\"text-align: left;\">然而,据媒体统计,过去两个多月间,<strong>特朗普已至少37次公开释放类似乐观信号</strong>。自4月7日宣布停火以来,其措辞从“非常接近协议”到“伊朗愿给一切”不断升级,<strong>但始终未见实质性成果落地</strong>。</p><p style=\"text-align: left;\">分析人士认为,<strong>此类反复出现的表态模式正削弱其市场参考价值</strong>。无论出于稳定金融市场考量,还是制造舆论压力推动谈判,缺乏具体进展支撑的口头信号,已引发投资者系统性降低敏感度。</p><h2 id=\"id_2290830803\" style=\"text-align: left;\">37次“即将达成”:一份未能落地的表态时间线</h2><p style=\"text-align: left;\">据CNN统计,自3月23日以来,<strong>特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。</strong></p><p style=\"text-align: left;\">时间线显示,这一模式始于停火之前。3月23日,特朗普称双方已就“几乎所有要点”达成共识,但伊朗随即否认存在任何谈判。此后其措辞逐步升级:3月25日称伊朗“非常想达成协议”,3月26日称伊朗“在乞求达成协议”,3月29日则称“我确实预见到伊朗协议”。</p><p style=\"text-align: left;\">4月7日宣布停火后,<strong>特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间,但两周后协议并未落地</strong>。此后,他在4月15日、17日前后多次重申协议“非常接近”,4月30日又称伊朗“渴望达成协议”。</p><p style=\"text-align: left;\">进入5月,表态节奏未见放缓。5月18日,他以中东国家请求为由,将军事打击推迟“两三天”,理由是各方“认为非常接近达成协议”。5月23日,他表示协议“基本谈完,等待最终确认”,并称将“很快”宣布。5月28日,他在访谈中再次表示“接近一项非常好的协议”。</p><h2 id=\"id_3129771225\" style=\"text-align: left;\">信号失灵:反复口头表态侵蚀市场参考价值</h2><p style=\"text-align: left;\">特朗普本人在5月18日罕见承认此前预测落空:“我们曾有过几段时期,以为相当接近达成协议,但最终没有成功。”尽管他补充称“这次有些不同”,但后续走势再度证明情况并无实质变化。</p><p style=\"text-align: left;\">CNN分析指出,<strong>特朗普持续发出此类信号,或源于判断失误,或为稳定金融市场而有意为之,亦或试图通过反复表态将其“自我实现”。但无论动机如何,这一模式已严重侵蚀相关声明的市场信号价值。</strong></p><p style=\"text-align: left;\">对依赖地缘风险溢价定价的大宗商品及能源市场而言,单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前,市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。</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>37次“即将达成”!特朗普不断预告伊朗协议,却一次次落空</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{ 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}\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\">\n37次“即将达成”!特朗普不断预告伊朗协议,却一次次落空\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\">2026-06-09 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>37次“即将达成”协议,0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定,但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出,此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时,宜维持较高的预期折扣系数。</p></blockquote><p style=\"text-align: left;\">当地时间6月9日,特朗普再度表示,美伊谈判已进入“最后关头”。</p><p style=\"text-align: left;\">据新华社,特朗普9日在纽约肯尼迪国际机场接受记者采访时说,“我们正处在最后关头,将达成一份非常、非常棒的协议”。<strong>当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</strong></p><p style=\"text-align: left;\">然而,据媒体统计,过去两个多月间,<strong>特朗普已至少37次公开释放类似乐观信号</strong>。自4月7日宣布停火以来,其措辞从“非常接近协议”到“伊朗愿给一切”不断升级,<strong>但始终未见实质性成果落地</strong>。</p><p style=\"text-align: left;\">分析人士认为,<strong>此类反复出现的表态模式正削弱其市场参考价值</strong>。无论出于稳定金融市场考量,还是制造舆论压力推动谈判,缺乏具体进展支撑的口头信号,已引发投资者系统性降低敏感度。</p><h2 id=\"id_2290830803\" style=\"text-align: left;\">37次“即将达成”:一份未能落地的表态时间线</h2><p style=\"text-align: left;\">据CNN统计,自3月23日以来,<strong>特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。</strong></p><p style=\"text-align: left;\">时间线显示,这一模式始于停火之前。3月23日,特朗普称双方已就“几乎所有要点”达成共识,但伊朗随即否认存在任何谈判。此后其措辞逐步升级:3月25日称伊朗“非常想达成协议”,3月26日称伊朗“在乞求达成协议”,3月29日则称“我确实预见到伊朗协议”。</p><p style=\"text-align: left;\">4月7日宣布停火后,<strong>特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间,但两周后协议并未落地</strong>。此后,他在4月15日、17日前后多次重申协议“非常接近”,4月30日又称伊朗“渴望达成协议”。</p><p style=\"text-align: left;\">进入5月,表态节奏未见放缓。5月18日,他以中东国家请求为由,将军事打击推迟“两三天”,理由是各方“认为非常接近达成协议”。5月23日,他表示协议“基本谈完,等待最终确认”,并称将“很快”宣布。5月28日,他在访谈中再次表示“接近一项非常好的协议”。</p><h2 id=\"id_3129771225\" style=\"text-align: left;\">信号失灵:反复口头表态侵蚀市场参考价值</h2><p style=\"text-align: left;\">特朗普本人在5月18日罕见承认此前预测落空:“我们曾有过几段时期,以为相当接近达成协议,但最终没有成功。”尽管他补充称“这次有些不同”,但后续走势再度证明情况并无实质变化。</p><p style=\"text-align: left;\">CNN分析指出,<strong>特朗普持续发出此类信号,或源于判断失误,或为稳定金融市场而有意为之,亦或试图通过反复表态将其“自我实现”。但无论动机如何,这一模式已严重侵蚀相关声明的市场信号价值。</strong></p><p style=\"text-align: left;\">对依赖地缘风险溢价定价的大宗商品及能源市场而言,单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前,市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3774230","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642464134","content_text":"37次“即将达成”协议,0次落地。特朗普6月9日再称美伊谈判‘两到三天内’敲定,但自3月以来其乐观表态已导致市场敏感性下降。分析人士指出,此类口头信号的可信度已严重受损。大宗商品投资者在评估“即将达成”类声明时,宜维持较高的预期折扣系数。当地时间6月9日,特朗普再度表示,美伊谈判已进入“最后关头”。据新华社,特朗普9日在纽约肯尼迪国际机场接受记者采访时说,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”然而,据媒体统计,过去两个多月间,特朗普已至少37次公开释放类似乐观信号。自4月7日宣布停火以来,其措辞从“非常接近协议”到“伊朗愿给一切”不断升级,但始终未见实质性成果落地。分析人士认为,此类反复出现的表态模式正削弱其市场参考价值。无论出于稳定金融市场考量,还是制造舆论压力推动谈判,缺乏具体进展支撑的口头信号,已引发投资者系统性降低敏感度。37次“即将达成”:一份未能落地的表态时间线据CNN统计,自3月23日以来,特朗普已至少37次公开表示美伊协议“即将达成”或伊朗“迫切希望谈判”。时间线显示,这一模式始于停火之前。3月23日,特朗普称双方已就“几乎所有要点”达成共识,但伊朗随即否认存在任何谈判。此后其措辞逐步升级:3月25日称伊朗“非常想达成协议”,3月26日称伊朗“在乞求达成协议”,3月29日则称“我确实预见到伊朗协议”。4月7日宣布停火后,特朗普将原定两周的谈判窗口描述为协议“最终确定”所需时间,但两周后协议并未落地。此后,他在4月15日、17日前后多次重申协议“非常接近”,4月30日又称伊朗“渴望达成协议”。进入5月,表态节奏未见放缓。5月18日,他以中东国家请求为由,将军事打击推迟“两三天”,理由是各方“认为非常接近达成协议”。5月23日,他表示协议“基本谈完,等待最终确认”,并称将“很快”宣布。5月28日,他在访谈中再次表示“接近一项非常好的协议”。信号失灵:反复口头表态侵蚀市场参考价值特朗普本人在5月18日罕见承认此前预测落空:“我们曾有过几段时期,以为相当接近达成协议,但最终没有成功。”尽管他补充称“这次有些不同”,但后续走势再度证明情况并无实质变化。CNN分析指出,特朗普持续发出此类信号,或源于判断失误,或为稳定金融市场而有意为之,亦或试图通过反复表态将其“自我实现”。但无论动机如何,这一模式已严重侵蚀相关声明的市场信号价值。对依赖地缘风险溢价定价的大宗商品及能源市场而言,单一政治表态已难以构成可靠的交易依据。在协议实质性落地之前,市场有充分理由对“即将达成”类口头声明维持较高的预期折扣。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573313269963320,"gmtCreate":1780998781170,"gmtModify":1780999530838,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547669272572533","authorIdStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a 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