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没有人比我更懂韭菜
没有人比我更懂韭菜
·
06-08
[开心] [开心] [开心]
沃什上任后第一次敲打!特朗普公开发声:没有任何理由加息,加息就是想扼杀我们的成功
特朗普周日公开向新任美联储主席沃什施压,要求降息,称“没有任何理由加息”,加息是“扼杀成功”。此番表态恰在沃什首次主持FOMC会议(6月16-17日)前夕,且正值强劲就业数据推升市场加息预期之际。美国通胀已升至3.8%,5月数据预计进一步升至4.2%,美联储内部鹰派声音也在升温。
沃什上任后第一次敲打!特朗普公开发声:没有任何理由加息,加息就是想扼杀我们的成功
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
06-06
又洗
美股遭遇“黑色星期五”!高盛却逆势发声:回调提供买入良机 标普500剑指8000点
美股上演“黑色星期五”的主要原因在于,强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期,而高利率环境是股市面临的主要压力源,尤其是对于成长股和科技股而言。
美股遭遇“黑色星期五”!高盛却逆势发声:回调提供买入良机 标普500剑指8000点
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
05-13
这得看新主席态度....鲍威尔要退役了 市场不会太把cpi当回事 warsh批评过那些数据迟钝 [真香]
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
04-15
伊朗总统啥也不是 神权高于政权
伊朗总统:愿在国际法框架内继续谈判
据伊朗总统办公室13日发布的声明,伊朗总统佩泽希齐扬当天与法国总统马克龙通话时表示,伊朗愿继续在国际法框架内与美方进行谈判,并将遵守停火条款,此前美方的“过度野心”阻碍了协议达成。美国总统特朗普13日证实,美国已于美国东部时间13日10时起对所有进出伊朗港口船只实施封锁。
伊朗总统:愿在国际法框架内继续谈判
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
04-13
[微笑] 刚吵吵完又开始了??
巴基斯坦国防部长:新一轮美伊谈判将很快开始
4月13日,巴基斯坦国防部长阿西夫在接受采访时说,美伊重启谈判的前景依然存在,新一轮谈判将很快开始。(央视)
巴基斯坦国防部长:新一轮美伊谈判将很快开始
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
03-31
早呢,今年比22年只会多不会少
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
03-28
是技术性调整?[开心] [开心] [开心]
高盛:现阶段不宜做空美股,抛售压力已近尾声,利好消息或触发“逼空”
这一轮系统性抛售“已接近尾声”。
高盛:现阶段不宜做空美股,抛售压力已近尾声,利好消息或触发“逼空”
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
03-26
$特斯拉(TSLA)$
大概率被比亚迪带下来 财报跳票了
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
03-24
[龇牙]其实也没跌多少啊10%不到
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没有人比我更懂韭菜
没有人比我更懂韭菜
·
03-17
我信你个鬼 糟老头子坏得很 [黑眼圈]
白宫经济顾问哈塞特:油轮开始通过霍尔木兹海峡,伊朗冲突将在短期内结束
不会拖上几个月。
白宫经济顾问哈塞特:油轮开始通过霍尔木兹海峡,伊朗冲突将在短期内结束
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[开心] [开心] ","listText":"[开心] [开心] [开心] ","text":"[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572919897182680","repostId":"2641075171","repostType":4,"repost":{"id":"2641075171","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":1780878360,"share":"https://www.laohu8.com/m/news/2641075171?lang=zh_CN&edition=full","pubTime":"2026-06-08 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Hammack周五表示:“如果近期趋势持续,可能很快就需要采取行动。”她指出,最新就业报告显示劳动力市场已“大致平衡”,而“高通胀才是更大的隐患”。</p>\n<p>财政部长贝森特的立场相对温和,他表示,美联储在进一步降息前,等待战争对通胀影响“更加明朗”是合理的。</p>\n<h2><strong>特朗普的逻辑:经济好,就不该被惩罚</strong></h2>\n<p>面对这一局面,特朗普的态度是:经济越好,越不该加息。</p>\n<p>“我们做得很好,但每当你做得好,他们就想加息,这不公平,”他说,“应该反过来才对。”</p>\n<p>特朗普此前已多次公开要求将美联储基准利率——目前区间为3.5%至3.75%——大幅削减至1%甚至更低。他还曾反复批评沃什的前任鲍威尔,称其为“蠢货”和“笨蛋”,原因是鲍威尔降息不够快。</p>\n<p>对于沃什,特朗普表面上给足了空间,但话里有话。“Kevin很出色,我希望他按自己的判断行事。我不想对他施加太大影响,”他对NBC说,“但我的感受是,当一个国家发展良好时,不应该立刻加息来惩罚它,而应该给予激励。”</p>\n<p>沃什此前曾表态倾向于降低借贷成本,但中东冲突爆发后通胀跳升,已令部分FOMC成员开始讨论加息的可能性。</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>沃什上任后第一次敲打!特朗普公开发声:没有任何理由加息,加息就是想扼杀我们的成功</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沃什上任后第一次敲打!特朗普公开发声:没有任何理由加息,加息就是想扼杀我们的成功\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\">2026-06-08 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特朗普在沃什主持首次美联储议息会议前夕,公开向这位他亲自提名的央行掌门人施压,要求降息。</p>\n<p>特朗普周日接受NBC《会见媒体》节目采访时明确表态:<strong>“没有任何理由加息。”他说,“我们靠着把事情做好、保持低利率建设了这个国家。他们加息,就是在试图扼杀成功。我不想扼杀成功。我们实际上应该降息。”</strong></p>\n<p>特朗普表面上给足了沃什空间,但话里有话。“Kevin很出色,我希望他按自己的判断行事。”他说,“但我的感受是,当一个国家发展良好时,不应该立刻加息来惩罚它,而应该给予激励。”</p>\n<p>沃什上月正式获确认出任美联储主席,将于6月16日至17日主持其首次联邦公开市场委员会(FOMC)会议。</p>\n<p>特朗普此番表态的时机颇为敏感。就在上周五,一份强劲的就业报告出炉,显示美国劳动力市场在经历动荡的2025年后趋于稳定,市场随即加大押注——美联储可能被迫在年内加息,以应对通胀压力。</p>\n<h2><strong>通胀压力真实存在,美联储内部已有“鹰声”</strong></h2>\n<p>通胀上行的根源,是中东战争。伊朗在战争爆发之初封锁霍尔木兹海峡,导致油价大幅攀升,这股涨价压力已蔓延至整个美国经济。今年4月,美国通胀率升至3.8%,创三年新高。据彭博调查的经济学家预测,5月数据将于本周三公布,预计进一步升至4.2%。</p>\n<p>美联储内部已有官员公开表达担忧。克利夫兰联储主席、FOMC成员Beth Hammack周五表示:“如果近期趋势持续,可能很快就需要采取行动。”她指出,最新就业报告显示劳动力市场已“大致平衡”,而“高通胀才是更大的隐患”。</p>\n<p>财政部长贝森特的立场相对温和,他表示,美联储在进一步降息前,等待战争对通胀影响“更加明朗”是合理的。</p>\n<h2><strong>特朗普的逻辑:经济好,就不该被惩罚</strong></h2>\n<p>面对这一局面,特朗普的态度是:经济越好,越不该加息。</p>\n<p>“我们做得很好,但每当你做得好,他们就想加息,这不公平,”他说,“应该反过来才对。”</p>\n<p>特朗普此前已多次公开要求将美联储基准利率——目前区间为3.5%至3.75%——大幅削减至1%甚至更低。他还曾反复批评沃什的前任鲍威尔,称其为“蠢货”和“笨蛋”,原因是鲍威尔降息不够快。</p>\n<p>对于沃什,特朗普表面上给足了空间,但话里有话。“Kevin很出色,我希望他按自己的判断行事。我不想对他施加太大影响,”他对NBC说,“但我的感受是,当一个国家发展良好时,不应该立刻加息来惩罚它,而应该给予激励。”</p>\n<p>沃什此前曾表态倾向于降低借贷成本,但中东冲突爆发后通胀跳升,已令部分FOMC成员开始讨论加息的可能性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/50fff36a918da88f9daa6348bbd77d7c","relate_stocks":{"TECS":"Direxion Daily Technology Bear 3X Shares",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","NDX":"纳斯达克100指数","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","VYLD":"Inverse VIX Short Term Futures ETN","VVIX":"VIX指数之波动率指数","TIP":"通胀债券指数ETF-iShares 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Hammack周五表示:“如果近期趋势持续,可能很快就需要采取行动。”她指出,最新就业报告显示劳动力市场已“大致平衡”,而“高通胀才是更大的隐患”。\n财政部长贝森特的立场相对温和,他表示,美联储在进一步降息前,等待战争对通胀影响“更加明朗”是合理的。\n特朗普的逻辑:经济好,就不该被惩罚\n面对这一局面,特朗普的态度是:经济越好,越不该加息。\n“我们做得很好,但每当你做得好,他们就想加息,这不公平,”他说,“应该反过来才对。”\n特朗普此前已多次公开要求将美联储基准利率——目前区间为3.5%至3.75%——大幅削减至1%甚至更低。他还曾反复批评沃什的前任鲍威尔,称其为“蠢货”和“笨蛋”,原因是鲍威尔降息不够快。\n对于沃什,特朗普表面上给足了空间,但话里有话。“Kevin很出色,我希望他按自己的判断行事。我不想对他施加太大影响,”他对NBC说,“但我的感受是,当一个国家发展良好时,不应该立刻加息来惩罚它,而应该给予激励。”\n沃什此前曾表态倾向于降低借贷成本,但中东冲突爆发后通胀跳升,已令部分FOMC成员开始讨论加息的可能性。","news_type":1,"symbols_score_info":{"SVXY":0.6,"VXMmain":0.6,"TQQY":0.6,"IYW":0.6,"QQQY":0.6,"NQmain":0.6,"HXC":1.6,"QQQA":0.6,"VIXM":0.6,"QDTE":0.6,"QQQE":0.6,"SQQQ":0.6,"UVXY":0.6,"VIXmain":0.6,"QQQJ":0.6,"FTEC":0.6,"PSQ":0.6,"TQQQ":0.6,"QID":0.6,"TECS":0.6,"GPIQ":0.6,".SPX":1.65,"MNQmain":0.6,"VYLD":0.6,"NVIW.SI":0.6,"VXX":0.6,"VXZ":0.6,"SVIX":0.6,"VIXY":0.6,"USMV":0.6,"VVIX":0.6,"QLD":0.6,"JEPQ":0.6,"TVIXF":0.6,"UVIX":0.6,"SVOL":0.6,"NDX":1.6,"QQQM":0.6,"TIP":1.7,".IXIC":1.6,"QYLG":0.6,"QQQ":0.6,"ONEQ":0.6}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572304333148488,"gmtCreate":1780745058268,"gmtModify":1780750954560,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"又洗","listText":"又洗","text":"又洗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572304333148488","repostId":"2641112596","repostType":4,"repost":{"id":"2641112596","kind":"news","pubTimestamp":1780714169,"share":"https://www.laohu8.com/m/news/2641112596?lang=zh_CN&edition=full","pubTime":"2026-06-06 10:49","market":"fut","language":"zh","title":"美股遭遇“黑色星期五”!高盛却逆势发声:回调提供买入良机 标普500剑指8000点","url":"https://stock-news.laohu8.com/highlight/detail?id=2641112596","media":"智通财经","summary":"美股上演“黑色星期五”的主要原因在于,强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期,而高利率环境是股市面临的主要压力源,尤其是对于成长股和科技股而言。","content":"<html><head></head><body><p style=\"text-align: left;\">美股三大指数周五集体重挫。道琼斯指数跌1.35%;<a href=\"https://laohu8.com/S/161125\">标普500</a>指数跌2.64%,创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%,跌幅超1100点,创2025年4月以来最大单日跌幅。</p><p style=\"text-align: left;\">美股上演“黑色星期五”的主要原因在于,强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期,而高利率环境是股市面临的主要压力源,尤其是对于成长股和科技股而言。</p><p style=\"text-align: left;\">美国劳工统计局周五公布的数据显示,5月非农就业人数增加17.2万人,超过所有经济学家预期,4月增幅则从此前公布的11.5万人大幅上修至17.9万人,这使得美国过去三个月的就业增幅达到两年多以来最强水平;失业率连续第三个月维持在4.3%。</p><p style=\"text-align: left;\">就业强劲叠加能源价格高企,可能进一步加大美联储考虑加息以遏制通胀的压力。多位美联储官员已经表示,在美国通胀指标持续高于2%目标且偏离程度不断扩大的情况下,他们无法支持降息。近几周以来,这些官员对于进一步加息的态度也开始变得更加开放。利率掉期市场显示,交易员预计美联储将在12月政策会议前加息25个基点,并认为10月加息的概率约为60%。</p><p style=\"text-align: left;\">不过,<strong><a href=\"https://laohu8.com/S/GS\">高盛</a>集团美洲股票执行服务主管约翰·弗拉德认为,周五美股的回调为投资者提供了增持仓位的机会,而非撤退的理由。他认为,标普500指数今年达到8000点存在一条清晰的上行路径。</strong></p><p style=\"text-align: left;\">弗拉德表示,美股周五的下跌很可能是由投资者在周末前获利了结、以及市场预期首次公开募股(IPO)将带来更多股票供给所推动。而历史经验表明,这类抛售往往会为买入者带来回报。他表示:“今年可供买入的回调并不多。从历史上看,在标普500指数回调2%时买入往往能够获得回报,我认为现在依然如此。”</p><p style=\"text-align: left;\">弗拉德表示,投资者目前最常提及的问题包括通胀、涉及伊朗的地缘政治紧张局势以及私募信贷市场风险。但他认为,这些担忧更像是一堵健康的“忧虑之墙”,而非市场信心恶化的证据。</p><p style=\"text-align: left;\">他认为,更广泛的市场背景仍然具有支撑作用。尽管标普500指数今年已经创下24次历史新高,但高盛的专有市场情绪指标——该指标综合了对冲基金、共同基金、散户投资者以及海外投资者的仓位情况——目前仍接近中性水平。他表示:“尽管从指数层面来看,股市已经接近历史高点,但市场上依然存在大量担忧情绪。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19f1579e2b449c78d17a47c5850bbc92\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">从机构投资者角度来看,弗拉德认为当前仓位管理依然较为克制,而非过度亢奋。高盛主经纪业务数据显示,对冲基金总敞口(即多头与空头仓位之和)已接近历史最高水平。投资者目前仍持有大量人工智能(AI)和科技股多头仓位,同时也在股票指数和交易所交易基金(ETF)等宏观工具上维持大规模空头头寸。</p><p style=\"text-align: left;\">弗拉德表示:“这告诉我,市场对于未来走势依然保持着健康的怀疑态度。”他补充称,如果对冲基金未来开始回补这些对冲仓位,可能会推动股市开启下一轮上涨行情。与此同时,共同基金的现金持有比例仍接近长期平均水平,意味着投资者手中依然拥有可投入股市的资金。</p><p style=\"text-align: left;\">对于新股发行,弗拉德表示,机构投资者的需求强度是他职业生涯中所见最强之一。他提到了有关<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)正考虑进行大规模股票发行的报道。此前,本周早些时候,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)完成了一笔备受关注的大型交易。</p><p style=\"text-align: left;\">弗拉德表示,大型科技公司进行大规模股权融资反映的是市场需求健康,而非投机泡沫。他表示:“对于这些股票发行项目的需求,从未像现在这样强劲。”</p><p style=\"text-align: left;\">在散户投资者方面,弗拉德预计,只要就业市场保持稳健,买盘活动就将继续保持韧性。高盛数据显示,自2020年3月疫情最严重时期以来,美国散户投资者从未连续超过一周成为美国股票市场的净卖家。他表示:“除非我们开始看到就业岗位大规模流失,否则散户买盘很可能会继续成为市场中一个稳定而健康的力量。”</p><p style=\"text-align: left;\">在弗拉德看来,最有可能挑战其乐观预期的因素,是美国企业整体盈利表现出现广泛性失望。不过目前,他并未看到这样的迹象。他指出:“如果标普500指数成分股整体盈利表现令人失望,那将是一个非常值得担忧的信号。但我们目前还没有看到任何这方面的证据。”</p><p style=\"text-align: left;\">随着一系列备受瞩目的IPO即将到来——其中包括SpaceX和Anthropic的上市计划,弗拉德表示,目前的新股发行管道更符合基本面逻辑,而非市场见顶信号。他还预计,企业股票回购需求将抵消IPO带来的新增供给。</p><p style=\"text-align: left;\">至于短期战术性风险,弗拉德指出,在经历了强劲的一年之后,商品交易顾问(CTA)以及波动率控制基金等系统化投资者目前已经持有相对较高比例的标普500指数敞口。他表示,如果未来连续多个交易日出现股市走弱,这类投资者可能转而成为卖方。</p><p style=\"text-align: left;\">不过截至目前,弗拉德依然坚定看多市场。他表示:“我们认为这些回调都是买入机会。今年标普500指数迈向8000点甚至更高水平,存在一条清晰的路径。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股遭遇“黑色星期五”!高盛却逆势发声:回调提供买入良机 标普500剑指8000点</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美股遭遇“黑色星期五”!高盛却逆势发声:回调提供买入良机 标普500剑指8000点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-06 10:49 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1451063.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股三大指数周五集体重挫。道琼斯指数跌1.35%;标普500指数跌2.64%,创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%,跌幅超1100点,创2025年4月以来最大单日跌幅。美股上演“黑色星期五”的主要原因在于,强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期,而高利率环境是股市面临的主要压力源,尤其是对于成长股和科技股而言。美国劳工统计局...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1451063.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","relate_stocks":{"LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","XLG":"Invesco S&P 500 Top 50 ETF","VOO":"Vanguard标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","YSPY":"GraniteShares YieldBOOST SPY ETF","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY 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ETF-Tradr"},"source_url":"http://www.zhitongcaijing.com/content/detail/1451063.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641112596","content_text":"美股三大指数周五集体重挫。道琼斯指数跌1.35%;标普500指数跌2.64%,创2025年10月以来最大单日跌幅;纳斯达克综合指数跌4.18%,跌幅超1100点,创2025年4月以来最大单日跌幅。美股上演“黑色星期五”的主要原因在于,强劲的就业数据提振了市场对美联储可能在更长时间内维持限制性货币政策、乃至加息的预期,而高利率环境是股市面临的主要压力源,尤其是对于成长股和科技股而言。美国劳工统计局周五公布的数据显示,5月非农就业人数增加17.2万人,超过所有经济学家预期,4月增幅则从此前公布的11.5万人大幅上修至17.9万人,这使得美国过去三个月的就业增幅达到两年多以来最强水平;失业率连续第三个月维持在4.3%。就业强劲叠加能源价格高企,可能进一步加大美联储考虑加息以遏制通胀的压力。多位美联储官员已经表示,在美国通胀指标持续高于2%目标且偏离程度不断扩大的情况下,他们无法支持降息。近几周以来,这些官员对于进一步加息的态度也开始变得更加开放。利率掉期市场显示,交易员预计美联储将在12月政策会议前加息25个基点,并认为10月加息的概率约为60%。不过,高盛集团美洲股票执行服务主管约翰·弗拉德认为,周五美股的回调为投资者提供了增持仓位的机会,而非撤退的理由。他认为,标普500指数今年达到8000点存在一条清晰的上行路径。弗拉德表示,美股周五的下跌很可能是由投资者在周末前获利了结、以及市场预期首次公开募股(IPO)将带来更多股票供给所推动。而历史经验表明,这类抛售往往会为买入者带来回报。他表示:“今年可供买入的回调并不多。从历史上看,在标普500指数回调2%时买入往往能够获得回报,我认为现在依然如此。”弗拉德表示,投资者目前最常提及的问题包括通胀、涉及伊朗的地缘政治紧张局势以及私募信贷市场风险。但他认为,这些担忧更像是一堵健康的“忧虑之墙”,而非市场信心恶化的证据。他认为,更广泛的市场背景仍然具有支撑作用。尽管标普500指数今年已经创下24次历史新高,但高盛的专有市场情绪指标——该指标综合了对冲基金、共同基金、散户投资者以及海外投资者的仓位情况——目前仍接近中性水平。他表示:“尽管从指数层面来看,股市已经接近历史高点,但市场上依然存在大量担忧情绪。”从机构投资者角度来看,弗拉德认为当前仓位管理依然较为克制,而非过度亢奋。高盛主经纪业务数据显示,对冲基金总敞口(即多头与空头仓位之和)已接近历史最高水平。投资者目前仍持有大量人工智能(AI)和科技股多头仓位,同时也在股票指数和交易所交易基金(ETF)等宏观工具上维持大规模空头头寸。弗拉德表示:“这告诉我,市场对于未来走势依然保持着健康的怀疑态度。”他补充称,如果对冲基金未来开始回补这些对冲仓位,可能会推动股市开启下一轮上涨行情。与此同时,共同基金的现金持有比例仍接近长期平均水平,意味着投资者手中依然拥有可投入股市的资金。对于新股发行,弗拉德表示,机构投资者的需求强度是他职业生涯中所见最强之一。他提到了有关Meta Platforms(META.US)正考虑进行大规模股票发行的报道。此前,本周早些时候,谷歌(GOOGL.US)完成了一笔备受关注的大型交易。弗拉德表示,大型科技公司进行大规模股权融资反映的是市场需求健康,而非投机泡沫。他表示:“对于这些股票发行项目的需求,从未像现在这样强劲。”在散户投资者方面,弗拉德预计,只要就业市场保持稳健,买盘活动就将继续保持韧性。高盛数据显示,自2020年3月疫情最严重时期以来,美国散户投资者从未连续超过一周成为美国股票市场的净卖家。他表示:“除非我们开始看到就业岗位大规模流失,否则散户买盘很可能会继续成为市场中一个稳定而健康的力量。”在弗拉德看来,最有可能挑战其乐观预期的因素,是美国企业整体盈利表现出现广泛性失望。不过目前,他并未看到这样的迹象。他指出:“如果标普500指数成分股整体盈利表现令人失望,那将是一个非常值得担忧的信号。但我们目前还没有看到任何这方面的证据。”随着一系列备受瞩目的IPO即将到来——其中包括SpaceX和Anthropic的上市计划,弗拉德表示,目前的新股发行管道更符合基本面逻辑,而非市场见顶信号。他还预计,企业股票回购需求将抵消IPO带来的新增供给。至于短期战术性风险,弗拉德指出,在经历了强劲的一年之后,商品交易顾问(CTA)以及波动率控制基金等系统化投资者目前已经持有相对较高比例的标普500指数敞口。他表示,如果未来连续多个交易日出现股市走弱,这类投资者可能转而成为卖方。不过截至目前,弗拉德依然坚定看多市场。他表示:“我们认为这些回调都是买入机会。今年标普500指数迈向8000点甚至更高水平,存在一条清晰的路径。”","news_type":1,"symbols_score_info":{"XLG":0.6,"XDTE":0.6,"SPDN":0.6,"SPMO":0.6,"HIBS":0.6,"SPHD":0.6,"SMAX":0.6,"SPGP":0.6,"XYLD":0.6,"ESmain":2,"NOBL":0.6,"SVIX":0.6,"JEPI":0.6,"SPLV":0.6,"UVIX":0.6,"GSX":0.6,"VIXmain":2,"UVXY":0.6,"VTV":0.6,"SPYQ":0.6,"ACWI":0.6,"SSO":0.6,".DJI":2,"ALLW":0.6,"RSPU":0.6,"SPYM":0.6,"SPYD":0.6,"GSLC":0.6,"DBSC":0.6,"SH":0.6,"SQQQ":2,"IVE":0.6,"UDOW":0.6,"SFY":0.6,"SDOW":0.6,"ITOT":0.6,"OEF":0.6,"SPXS":0.6,"IVV":0.6,"SDS":0.6,"HIBL":0.6,"VTI":0.6,"VIX":2,"SPYV":0.6,"IJH":0.6,"SPXL":0.6,"DXD":0.6,"DIA":0.6,"VEU":0.6,"IVW":0.6,"VV":0.6,"SPYB":0.6,"VOO":0.6,"SPUU":0.6,"MOAT":0.6,"TQQQ":2,"RSPN":0.6,"QQQ":2,"DOG":0.6,"YMmain":2,"SPY":0.6,"SPYU":0.6,"SPXU":0.6,"BMAY":0.6,"VBK":0.6,"ETFT":0.6,"SPHQ":0.6,"TSPY":0.6,"SCHX":0.6,"DMAX":0.6,"RSP":0.6,"VIXY":2,"SCHB":0.6,"YSPY":0.6,".IXIC":2,"GPIX":0.6,"SPYI":0.6,"VXX":2,"IJR":0.6,"RSPA":0.6,"UPRO":0.6,"MMAX":0.6,"DDM":0.6,"SVXY":0.6,"NQmain":2,"SPYG":0.6,".SPX":2,"SPYH":0.6,"SPUS":0.6}},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563684132697248,"gmtCreate":1778652523209,"gmtModify":1778652986689,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"这得看新主席态度....鲍威尔要退役了 市场不会太把cpi当回事 warsh批评过那些数据迟钝 [真香] ","listText":"这得看新主席态度....鲍威尔要退役了 市场不会太把cpi当回事 warsh批评过那些数据迟钝 [真香] ","text":"这得看新主席态度....鲍威尔要退役了 市场不会太把cpi当回事 warsh批评过那些数据迟钝 [真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563684132697248","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000408","authorId":"9000000000000408","name":"RodBeard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000408","idStr":"9000000000000408"},"content":"市场现在更看人吧 你觉得谁上来会真改口风","text":"市场现在更看人吧 你觉得谁上来会真改口风","html":"市场现在更看人吧 你觉得谁上来会真改口风"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553772608406672,"gmtCreate":1776232961312,"gmtModify":1776234705423,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"伊朗总统啥也不是 神权高于政权","listText":"伊朗总统啥也不是 神权高于政权","text":"伊朗总统啥也不是 神权高于政权","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553772608406672","repostId":"1173496940","repostType":4,"repost":{"id":"1173496940","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":1776128214,"share":"https://www.laohu8.com/m/news/1173496940?lang=zh_CN&edition=full","pubTime":"2026-04-14 08:56","market":"us","language":"zh","title":"伊朗总统:愿在国际法框架内继续谈判","url":"https://stock-news.laohu8.com/highlight/detail?id=1173496940","media":"老虎资讯综合","summary":"据伊朗总统办公室13日发布的声明,伊朗总统佩泽希齐扬当天与法国总统马克龙通话时表示,伊朗愿继续在国际法框架内与美方进行谈判,并将遵守停火条款,此前美方的“过度野心”阻碍了协议达成。美国总统特朗普13日证实,美国已于美国东部时间13日10时起对所有进出伊朗港口船只实施封锁。","content":"<html><head></head><body><p style=\"text-align: start;\">据伊朗总统办公室13日发布的声明,伊朗总统佩泽希齐扬当天与法国总统马克龙通话时表示,伊朗愿继续在国际法框架内与美方进行谈判,并将遵守停火条款,此前美方的“过度野心”阻碍了协议达成。</p><p style=\"text-align: start;\">佩泽希齐扬在通话中说,伊方认为,外交是解决争端的首选途径,“基于威胁、施压和军事行动的手段不仅无法解决问题,反而会使问题更加复杂,并加剧美方一手造成的问题”。</p><p style=\"text-align: start;\">谈及日前在巴基斯坦举行的伊美谈判,佩泽希齐扬说,伊方代表团为达成持久协议表现出了认真与诚意,尽管双方在技术专家层面取得了一定共识,但美方高级官员的“过度野心”和缺乏政治意愿阻碍了协议的最终达成。</p><p style=\"text-align: start;\">针对美方封锁霍尔木兹海峡的威胁,佩泽希齐扬说,任何对这一战略要道安全的威胁都将对全球贸易产生广泛影响,伊朗为维护国家利益,已做好充分准备应对任何不利局面。</p><p style=\"text-align: start;\">美国总统特朗普13日证实,美国已于美国东部时间13日10时起对所有进出伊朗港口船只实施封锁。 (新华社)</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>伊朗总统:愿在国际法框架内继续谈判</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伊朗总统:愿在国际法框架内继续谈判\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\">2026-04-14 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">据伊朗总统办公室13日发布的声明,伊朗总统佩泽希齐扬当天与法国总统马克龙通话时表示,伊朗愿继续在国际法框架内与美方进行谈判,并将遵守停火条款,此前美方的“过度野心”阻碍了协议达成。</p><p style=\"text-align: start;\">佩泽希齐扬在通话中说,伊方认为,外交是解决争端的首选途径,“基于威胁、施压和军事行动的手段不仅无法解决问题,反而会使问题更加复杂,并加剧美方一手造成的问题”。</p><p style=\"text-align: start;\">谈及日前在巴基斯坦举行的伊美谈判,佩泽希齐扬说,伊方代表团为达成持久协议表现出了认真与诚意,尽管双方在技术专家层面取得了一定共识,但美方高级官员的“过度野心”和缺乏政治意愿阻碍了协议的最终达成。</p><p style=\"text-align: start;\">针对美方封锁霍尔木兹海峡的威胁,佩泽希齐扬说,任何对这一战略要道安全的威胁都将对全球贸易产生广泛影响,伊朗为维护国家利益,已做好充分准备应对任何不利局面。</p><p style=\"text-align: start;\">美国总统特朗普13日证实,美国已于美国东部时间13日10时起对所有进出伊朗港口船只实施封锁。 (新华社)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173496940","content_text":"据伊朗总统办公室13日发布的声明,伊朗总统佩泽希齐扬当天与法国总统马克龙通话时表示,伊朗愿继续在国际法框架内与美方进行谈判,并将遵守停火条款,此前美方的“过度野心”阻碍了协议达成。佩泽希齐扬在通话中说,伊方认为,外交是解决争端的首选途径,“基于威胁、施压和军事行动的手段不仅无法解决问题,反而会使问题更加复杂,并加剧美方一手造成的问题”。谈及日前在巴基斯坦举行的伊美谈判,佩泽希齐扬说,伊方代表团为达成持久协议表现出了认真与诚意,尽管双方在技术专家层面取得了一定共识,但美方高级官员的“过度野心”和缺乏政治意愿阻碍了协议的最终达成。针对美方封锁霍尔木兹海峡的威胁,佩泽希齐扬说,任何对这一战略要道安全的威胁都将对全球贸易产生广泛影响,伊朗为维护国家利益,已做好充分准备应对任何不利局面。美国总统特朗普13日证实,美国已于美国东部时间13日10时起对所有进出伊朗港口船只实施封锁。 (新华社)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553176742885536,"gmtCreate":1776087555614,"gmtModify":1776087558140,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"[微笑] 刚吵吵完又开始了??","listText":"[微笑] 刚吵吵完又开始了??","text":"[微笑] 刚吵吵完又开始了??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553176742885536","repostId":"1132818386","repostType":4,"repost":{"id":"1132818386","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":1776086510,"share":"https://www.laohu8.com/m/news/1132818386?lang=zh_CN&edition=full","pubTime":"2026-04-13 21:21","market":"sh","language":"zh","title":"巴基斯坦国防部长:新一轮美伊谈判将很快开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1132818386","media":"老虎资讯综合","summary":"4月13日,巴基斯坦国防部长阿西夫在接受采访时说,美伊重启谈判的前景依然存在,新一轮谈判将很快开始。(央视)","content":"<html><head></head><body><p>4月13日,巴基斯坦国防部长阿西夫在接受采访时说,美伊重启谈判的前景依然存在,新一轮谈判将很快开始。(央视)</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>巴基斯坦国防部长:新一轮美伊谈判将很快开始</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; 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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巴基斯坦国防部长:新一轮美伊谈判将很快开始\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\">2026-04-13 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月13日,巴基斯坦国防部长阿西夫在接受采访时说,美伊重启谈判的前景依然存在,新一轮谈判将很快开始。(央视)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/27a59de60246d0e609bc6736f85940c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132818386","content_text":"4月13日,巴基斯坦国防部长阿西夫在接受采访时说,美伊重启谈判的前景依然存在,新一轮谈判将很快开始。(央视)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548402581869856,"gmtCreate":1774910834922,"gmtModify":1774910837789,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"早呢,今年比22年只会多不会少","listText":"早呢,今年比22年只会多不会少","text":"早呢,今年比22年只会多不会少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548402581869856","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547425134338312,"gmtCreate":1774672280861,"gmtModify":1774672283441,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"是技术性调整?[开心] [开心] [开心] ","listText":"是技术性调整?[开心] [开心] [开心] ","text":"是技术性调整?[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547425134338312","repostId":"2622809814","repostType":4,"repost":{"id":"2622809814","kind":"news","pubTimestamp":1774652400,"share":"https://www.laohu8.com/m/news/2622809814?lang=zh_CN&edition=full","pubTime":"2026-03-28 07:00","market":"us","language":"zh","title":"高盛:现阶段不宜做空美股,抛售压力已近尾声,利好消息或触发“逼空”","url":"https://stock-news.laohu8.com/highlight/detail?id=2622809814","media":"智通财经","summary":"这一轮系统性抛售“已接近尾声”。","content":"<html><head></head><body><p>在地缘政治风险加剧、市场波动明显上升之际,<a href=\"https://laohu8.com/S/GS\">高盛</a>交易部门发出警示,建议投资者不要贸然转向看空美股,当前市场结构反而更容易在利好消息出现时触发“逼空行情”。</p><p>从市场表现来看,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数正迈向自2022年以来最差单月表现,而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径,其交易团队认为,当前抛售压力已接近尾声,在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出,市场需要保持对冲和灵活操作,但“鉴于当前持仓结构对逼空风险较为敏感,不建议转向做空”。</p><p>数据显示,趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股,目前净空头规模达184亿美元。高盛认为,除非出现新的宏观冲击,这一轮系统性抛售“已接近尾声”,而市场风险收益结构正逐步向上倾斜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79caf824e4a2025ae1fa1b4fbbdbe798\" tg-width=\"772\" tg-height=\"565\"/></p><p>与此同时,风险平价与波动控制策略也在持续降低股票敞口,其中风险平价策略已在全球范围内减持超过200亿美元,约占其总多头仓位的六分之一。</p><p>不过,从资金面来看,市场并未出现明显“撤退”。股票型基金资金流入依然稳健,家庭投资者几乎未显著降低持股比例,基本面投资者整体仓位仍接近历史高位。这意味着,一旦出现地缘局势缓和等利好消息,市场可能出现放大式反弹。</p><p>在地缘政治方面,美国与以色列近期对伊朗多个核设施及钢铁目标实施打击,而伊朗则持续在波斯湾地区发动反击,并拒绝美国总统特朗普提出的停火要求,令市场不确定性进一步上升。</p><p>此外,高盛预计,月末养老金资金将为美股带来约140亿美元的净流入,对市场形成一定支撑。此外,散户投资者仅较高点小幅降低约1%的股票配置,显示出对美股的长期信心仍在。</p><p>高盛指出,尽管短期不确定性仍存,随着月末资金流动因素逐步释放,市场进入4月后或迎来更清晰的运行路径。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>高盛:现阶段不宜做空美股,抛售压力已近尾声,利好消息或触发“逼空”</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{ 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; 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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高盛:现阶段不宜做空美股,抛售压力已近尾声,利好消息或触发“逼空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-28 07:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1421272.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在地缘政治风险加剧、市场波动明显上升之际,高盛交易部门发出警示,建议投资者不要贸然转向看空美股,当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看,标普500指数正迈向自2022年以来最差单月表现,而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径,其交易团队认为,当前抛售压力已接近尾声,在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出,市场需要保持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1421272.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1421272.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622809814","content_text":"在地缘政治风险加剧、市场波动明显上升之际,高盛交易部门发出警示,建议投资者不要贸然转向看空美股,当前市场结构反而更容易在利好消息出现时触发“逼空行情”。从市场表现来看,标普500指数正迈向自2022年以来最差单月表现,而纳指已进入技术性回调区间。尽管高盛并未看到短期内明确的上涨路径,其交易团队认为,当前抛售压力已接近尾声,在此背景下继续加码空头仓位风险较大。高盛策略团队在报告中指出,市场需要保持对冲和灵活操作,但“鉴于当前持仓结构对逼空风险较为敏感,不建议转向做空”。数据显示,趋势跟踪资金(CTA)本月已累计抛售约550亿美元美股,目前净空头规模达184亿美元。高盛认为,除非出现新的宏观冲击,这一轮系统性抛售“已接近尾声”,而市场风险收益结构正逐步向上倾斜。与此同时,风险平价与波动控制策略也在持续降低股票敞口,其中风险平价策略已在全球范围内减持超过200亿美元,约占其总多头仓位的六分之一。不过,从资金面来看,市场并未出现明显“撤退”。股票型基金资金流入依然稳健,家庭投资者几乎未显著降低持股比例,基本面投资者整体仓位仍接近历史高位。这意味着,一旦出现地缘局势缓和等利好消息,市场可能出现放大式反弹。在地缘政治方面,美国与以色列近期对伊朗多个核设施及钢铁目标实施打击,而伊朗则持续在波斯湾地区发动反击,并拒绝美国总统特朗普提出的停火要求,令市场不确定性进一步上升。此外,高盛预计,月末养老金资金将为美股带来约140亿美元的净流入,对市场形成一定支撑。此外,散户投资者仅较高点小幅降低约1%的股票配置,显示出对美股的长期信心仍在。高盛指出,尽管短期不确定性仍存,随着月末资金流动因素逐步释放,市场进入4月后或迎来更清晰的运行路径。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546862570338048,"gmtCreate":1774534922575,"gmtModify":1774534924678,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"<a 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财报跳票了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546862570338048","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545976130598856,"gmtCreate":1774304383643,"gmtModify":1774304386622,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"[龇牙]其实也没跌多少啊10%不到","listText":"[龇牙]其实也没跌多少啊10%不到","text":"[龇牙]其实也没跌多少啊10%不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545976130598856","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543635878553480,"gmtCreate":1773749132695,"gmtModify":1773753519115,"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"themes":[],"title":"","htmlText":"我信你个鬼 糟老头子坏得很 [黑眼圈] ","listText":"我信你个鬼 糟老头子坏得很 [黑眼圈] ","text":"我信你个鬼 糟老头子坏得很 [黑眼圈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543635878553480","repostId":"1160002539","repostType":4,"repost":{"id":"1160002539","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":1773747558,"share":"https://www.laohu8.com/m/news/1160002539?lang=zh_CN&edition=full","pubTime":"2026-03-17 19:39","market":"us","language":"zh","title":"白宫经济顾问哈塞特:油轮开始通过霍尔木兹海峡,伊朗冲突将在短期内结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1160002539","media":"老虎资讯综合","summary":"不会拖上几个月。","content":"<html><head></head><body><p>白宫经济顾问哈塞特:<strong>油轮开始通过霍尔木兹海峡。伊朗冲突将在短期内结束。这事几周内就能结束,不会拖上几个月。</strong>在把这件事(对伊朗的行动)完成之前,美国总统特朗普绝不会退缩。</p><p>哈塞特:期货显示油价将在今年晚些时候回到50多美元/桶。如有必要可以进一步释放石油储备。</p><p>哈塞特:我们已经为每个季度的混乱局面制定了计划。计划包括化肥和向西海岸运送燃料。眼下几乎到了播种季节,因此化肥至关重要。我们一直在寻找化肥的其他来源。曾与委内瑞拉、摩洛哥就化肥问题开展合作。成功找到其他肥料来源。我们的重点是帮助美国农民获得化肥。</p><p>哈塞特:美国经济依然“基本面强劲”。</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>白宫经济顾问哈塞特:油轮开始通过霍尔木兹海峡,伊朗冲突将在短期内结束</title>\n<style 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19:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>白宫经济顾问哈塞特:<strong>油轮开始通过霍尔木兹海峡。伊朗冲突将在短期内结束。这事几周内就能结束,不会拖上几个月。</strong>在把这件事(对伊朗的行动)完成之前,美国总统特朗普绝不会退缩。</p><p>哈塞特:期货显示油价将在今年晚些时候回到50多美元/桶。如有必要可以进一步释放石油储备。</p><p>哈塞特:我们已经为每个季度的混乱局面制定了计划。计划包括化肥和向西海岸运送燃料。眼下几乎到了播种季节,因此化肥至关重要。我们一直在寻找化肥的其他来源。曾与委内瑞拉、摩洛哥就化肥问题开展合作。成功找到其他肥料来源。我们的重点是帮助美国农民获得化肥。</p><p>哈塞特:美国经济依然“基本面强劲”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fec5acb98dc4d78fbd636373bf28956e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160002539","content_text":"白宫经济顾问哈塞特:油轮开始通过霍尔木兹海峡。伊朗冲突将在短期内结束。这事几周内就能结束,不会拖上几个月。在把这件事(对伊朗的行动)完成之前,美国总统特朗普绝不会退缩。哈塞特:期货显示油价将在今年晚些时候回到50多美元/桶。如有必要可以进一步释放石油储备。哈塞特:我们已经为每个季度的混乱局面制定了计划。计划包括化肥和向西海岸运送燃料。眼下几乎到了播种季节,因此化肥至关重要。我们一直在寻找化肥的其他来源。曾与委内瑞拉、摩洛哥就化肥问题开展合作。成功找到其他肥料来源。我们的重点是帮助美国农民获得化肥。哈塞特:美国经济依然“基本面强劲”。","news_type":1,"symbols_score_info":{"ESmain":2,"NQmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}