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yuyanx
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yuyanx
yuyanx
·
04-08 18:05
？
特朗普：如果同伊朗谈判不顺，美方将能轻易恢复对伊朗的军事行动
美方将能轻易恢复对伊朗的军事行动。
特朗普：如果同伊朗谈判不顺，美方将能轻易恢复对伊朗的军事行动
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yuyanx
yuyanx
·
03-31
高盛反买别墅靠海[开心] [开心] [开心]
美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入
多重技术性压力有望同步缓解。
美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入
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yuyanx
yuyanx
·
03-28
高盛反买别墅靠海[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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yuyanx
yuyanx
·
03-23
盘前清理空头开盘继续下杀
特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫
3月23日，美股三大股指期货突然拉升，国际油价直线下挫！特朗普：美国和伊朗在过去两天进行了非常良好和富有成效的对话，讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部，在当前会谈和磋商取得成功的前提下，将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。
特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫
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yuyanx
yuyanx
·
03-20
这预期管理[贱笑]
美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次
今年经济将强劲增长。
美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次
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yuyanx
yuyanx
·
03-18
高盛反买[得意]
高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演
在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。
高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演
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yuyanx
yuyanx
·
02-20
这🫓先吃为敬🍺
炸了！马斯克要开建超级晶圆厂
当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。
炸了！马斯克要开建超级晶圆厂
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yuyanx
yuyanx
·
02-13
注意了这是一次ai泡沫破裂的预演[龇牙]
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yuyanx
yuyanx
·
02-13
这是一次ai泡沫破裂的预演[真香]
凌晨，全线大跌！超14万人爆仓！23万亿巨头，突然抛售，发生了什么？
美股市场画风突变。 另外，加密货币市场也遭遇猛烈抛售，比特币一度跌破6.6万美元大关，一度大跌超4%，截至发稿，跌幅收窄至1.74%；以太坊、SOL大跌超3%。根据CoinGlass数据统计，最近24小时，全球共有144691人被爆仓，爆仓总金额为4.58亿美元。据最新消息，管理资产规模达2.8万亿欧元的欧洲最大资产管理公司东方汇理表示，将继续减少美元资产风险敞口，转向欧洲和新兴市场。
凌晨，全线大跌！超14万人爆仓！23万亿巨头，突然抛售，发生了什么？
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yuyanx
yuyanx
·
02-04
何意味⊙_⊙?
博通智能申请汽车座椅协同控制系统及方法专利，实现了从被动补偿到主动预防的体验跃升
国家知识产权局信息显示，广东博通智能电子科技有限公司申请一项名为“一种汽车座椅协同控制系统及方法”的专利，公开号CN121425053A，申请日期为2025年11月。天眼查资料显示，广东博通智能电子科技有限公司，成立于2019年，位于东莞市，是一家以从事其他制造业为主的企业。通过天眼查大数据分析，广东博通智能电子科技有限公司共对外投资了1家企业，财产线索方面有商标信息1条，专利信息7条，此外企业还拥有行政许可7个。
博通智能申请汽车座椅协同控制系统及方法专利，实现了从被动补偿到主动预防的体验跃升
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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特朗普：如果同伊朗谈判不顺，美方将能轻易恢复对伊朗的军事行动\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\">2026-04-08 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国总统特朗普8日表示，如果美国同伊朗谈判不顺，美方将能轻易恢复对伊朗的军事行动。（新华社）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142073696","content_text":"美国总统特朗普8日表示，如果美国同伊朗谈判不顺，美方将能轻易恢复对伊朗的军事行动。（新华社）","news_type":1,"symbols_score_info":{"YMmain":2,"ESmain":2,"NQmain":2}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548430345810184,"gmtCreate":1774917693818,"gmtModify":1774917696775,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"高盛反买别墅靠海[开心] [开心] [开心] ","listText":"高盛反买别墅靠海[开心] [开心] [开心] ","text":"高盛反买别墅靠海[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548430345810184","repostId":"2623345730","repostType":4,"repost":{"id":"2623345730","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":1774880281,"share":"https://www.laohu8.com/m/news/2623345730?lang=zh_CN&edition=full","pubTime":"2026-03-30 22:18","market":"us","language":"zh","title":"美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2623345730","media":"华尔街见闻","summary":"多重技术性压力有望同步缓解。","content":"<html><head></head><body><blockquote><p>高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。</p></blockquote><p>美股抛售压力正接近历史极值，但反弹条件也在悄然积聚。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪交易台数据显示，对冲基金已连续六周削减全球股票持仓，净卖出规模在过去十年中位列第三，逼近新冠疫情暴跌期间的峰值水平。与此同时，高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。</p><p>高盛认为，上述极端仓位正在为市场创造不对称的上行空间。该行估计，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。</p><h2 id=\"id_2969917569\">对冲基金抛售逼近"投降"信号</h2><p>高盛大宗经纪团队在截至3月26日的每周市场数据回顾报告中指出，对冲基金最新一轮减仓覆盖范围广泛，主要地区均出现净卖出。其中欧洲市场的宏观产品空头敞口升至11%，创下十年新高。</p><p>在美国市场，高盛团队在一份单独报告中表示，"部分投降迹象开始浮现"，暗示基金对市场的悲观情绪已接近极限。以过去六周滚动口径计算，美股净卖出规模为过去十年第三高，已接近新冠疫情抛售期间的水平，但仍低于2025年4月"解放日"关税冲击时的峰值。</p><p>从市场表现来看，此前被视为相对温和的回调正在加深。纳斯达克100指数较峰值跌幅已超过10%，正式进入技术性调整区间；<a href=\"https://laohu8.com/S/161125\">标普500</a>指数亦逼近同一门槛。欧洲斯托克600指数3月以来累计下跌近9%，有望创下六年来最差单月表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d119148715112f29319b67b88a8e7\" tg-width=\"981\" tg-height=\"573\"/></p><h2 id=\"id_1529458272\">CTA卖压趋于枯竭，反弹不对称性凸显</h2><p>系统性投资者的仓位变化是当前市场的另一关键变量。高盛分析师Cullen Morgan指出，CTA过去一个月已累计卖出约1900亿美元，目前在全球股市持有约500亿美元净空头，但其抛售动能正在消退。</p><p>"系统性投资者正在耗尽弹药，"Morgan写道，"不对称性指向上行——我们估计未来一个月内，CTA在任何情景下都将成为买家。"</p><p>与此同时，高盛模型显示，养老金将在月末和季末再平衡操作中买入股票。此外，期权做市商约70亿美元的负Gamma敞口将于月末到期，这一持续压制市场的技术性因素届时将自动消除。上述多重因素叠加，构成短期内潜在的技术性反弹基础。</p><h2 id=\"id_1702274334\">地缘局势仍是最大变数，高盛拒绝"抄底"定论</h2><p>尽管技术面信号趋于极端，高盛内部对于市场是否已触底仍持审慎态度。高盛的Brian Garrett在客户报告中写道，"感觉我们离终点比起点更近，但这场游戏并没有经典意义上的'局数'。"</p><p>Garrett指出，目前没有任何市场参与者能够对伊朗战争提供清晰的时间线，局势降级需要多方达成共识，而这一迹象目前尚不明显。</p><p>"尽管作为卖方分析师，'成功预判底部'是件令人愉快的事——已有不少人尝试这样做——但诚实地说，我们还没有到那一步，"Garrett表示。</p><p>高盛的整体判断是：极端仓位和技术性压力的消散为市场提供了上行的不对称空间，但真正的趋势反转仍有赖于地缘政治局势的实质性缓和。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入</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美股净卖压已逼近新冠暴跌峰值，高盛：CTA未来一月将全面转向买入\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\">2026-03-30 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。</p></blockquote><p>美股抛售压力正接近历史极值，但反弹条件也在悄然积聚。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>大宗经纪交易台数据显示，对冲基金已连续六周削减全球股票持仓，净卖出规模在过去十年中位列第三，逼近新冠疫情暴跌期间的峰值水平。与此同时，高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。</p><p>高盛认为，上述极端仓位正在为市场创造不对称的上行空间。该行估计，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。</p><h2 id=\"id_2969917569\">对冲基金抛售逼近"投降"信号</h2><p>高盛大宗经纪团队在截至3月26日的每周市场数据回顾报告中指出，对冲基金最新一轮减仓覆盖范围广泛，主要地区均出现净卖出。其中欧洲市场的宏观产品空头敞口升至11%，创下十年新高。</p><p>在美国市场，高盛团队在一份单独报告中表示，"部分投降迹象开始浮现"，暗示基金对市场的悲观情绪已接近极限。以过去六周滚动口径计算，美股净卖出规模为过去十年第三高，已接近新冠疫情抛售期间的水平，但仍低于2025年4月"解放日"关税冲击时的峰值。</p><p>从市场表现来看，此前被视为相对温和的回调正在加深。纳斯达克100指数较峰值跌幅已超过10%，正式进入技术性调整区间；<a href=\"https://laohu8.com/S/161125\">标普500</a>指数亦逼近同一门槛。欧洲斯托克600指数3月以来累计下跌近9%，有望创下六年来最差单月表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d119148715112f29319b67b88a8e7\" tg-width=\"981\" tg-height=\"573\"/></p><h2 id=\"id_1529458272\">CTA卖压趋于枯竭，反弹不对称性凸显</h2><p>系统性投资者的仓位变化是当前市场的另一关键变量。高盛分析师Cullen Morgan指出，CTA过去一个月已累计卖出约1900亿美元，目前在全球股市持有约500亿美元净空头，但其抛售动能正在消退。</p><p>"系统性投资者正在耗尽弹药，"Morgan写道，"不对称性指向上行——我们估计未来一个月内，CTA在任何情景下都将成为买家。"</p><p>与此同时，高盛模型显示，养老金将在月末和季末再平衡操作中买入股票。此外，期权做市商约70亿美元的负Gamma敞口将于月末到期，这一持续压制市场的技术性因素届时将自动消除。上述多重因素叠加，构成短期内潜在的技术性反弹基础。</p><h2 id=\"id_1702274334\">地缘局势仍是最大变数，高盛拒绝"抄底"定论</h2><p>尽管技术面信号趋于极端，高盛内部对于市场是否已触底仍持审慎态度。高盛的Brian Garrett在客户报告中写道，"感觉我们离终点比起点更近，但这场游戏并没有经典意义上的'局数'。"</p><p>Garrett指出，目前没有任何市场参与者能够对伊朗战争提供清晰的时间线，局势降级需要多方达成共识，而这一迹象目前尚不明显。</p><p>"尽管作为卖方分析师，'成功预判底部'是件令人愉快的事——已有不少人尝试这样做——但诚实地说，我们还没有到那一步，"Garrett表示。</p><p>高盛的整体判断是：极端仓位和技术性压力的消散为市场提供了上行的不对称空间，但真正的趋势反转仍有赖于地缘政治局势的实质性缓和。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3768781","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623345730","content_text":"高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。美股抛售压力正接近历史极值，但反弹条件也在悄然积聚。高盛大宗经纪交易台数据显示，对冲基金已连续六周削减全球股票持仓，净卖出规模在过去十年中位列第三，逼近新冠疫情暴跌期间的峰值水平。与此同时，高盛分析师指出，趋势追踪型系统投资者（CTA）过去一个月已累计卖出约1900亿美元股票，目前在全球股市持有约500亿美元净空头头寸，但其抛售动能正趋于枯竭。高盛认为，上述极端仓位正在为市场创造不对称的上行空间。该行估计，未来一个月内，无论市场走势如何，CTA均将转为净买入。与此同时，养老金季末再平衡买盘预计将入场，期权做市商约70亿美元的负Gamma敞口也将于月末到期消散，多重技术性压力有望同步缓解。对冲基金抛售逼近\"投降\"信号高盛大宗经纪团队在截至3月26日的每周市场数据回顾报告中指出，对冲基金最新一轮减仓覆盖范围广泛，主要地区均出现净卖出。其中欧洲市场的宏观产品空头敞口升至11%，创下十年新高。在美国市场，高盛团队在一份单独报告中表示，\"部分投降迹象开始浮现\"，暗示基金对市场的悲观情绪已接近极限。以过去六周滚动口径计算，美股净卖出规模为过去十年第三高，已接近新冠疫情抛售期间的水平，但仍低于2025年4月\"解放日\"关税冲击时的峰值。从市场表现来看，此前被视为相对温和的回调正在加深。纳斯达克100指数较峰值跌幅已超过10%，正式进入技术性调整区间；标普500指数亦逼近同一门槛。欧洲斯托克600指数3月以来累计下跌近9%，有望创下六年来最差单月表现。CTA卖压趋于枯竭，反弹不对称性凸显系统性投资者的仓位变化是当前市场的另一关键变量。高盛分析师Cullen Morgan指出，CTA过去一个月已累计卖出约1900亿美元，目前在全球股市持有约500亿美元净空头，但其抛售动能正在消退。\"系统性投资者正在耗尽弹药，\"Morgan写道，\"不对称性指向上行——我们估计未来一个月内，CTA在任何情景下都将成为买家。\"与此同时，高盛模型显示，养老金将在月末和季末再平衡操作中买入股票。此外，期权做市商约70亿美元的负Gamma敞口将于月末到期，这一持续压制市场的技术性因素届时将自动消除。上述多重因素叠加，构成短期内潜在的技术性反弹基础。地缘局势仍是最大变数，高盛拒绝\"抄底\"定论尽管技术面信号趋于极端，高盛内部对于市场是否已触底仍持审慎态度。高盛的Brian Garrett在客户报告中写道，\"感觉我们离终点比起点更近，但这场游戏并没有经典意义上的'局数'。\"Garrett指出，目前没有任何市场参与者能够对伊朗战争提供清晰的时间线，局势降级需要多方达成共识，而这一迹象目前尚不明显。\"尽管作为卖方分析师，'成功预判底部'是件令人愉快的事——已有不少人尝试这样做——但诚实地说，我们还没有到那一步，\"Garrett表示。高盛的整体判断是：极端仓位和技术性压力的消散为市场提供了上行的不对称空间，但真正的趋势反转仍有赖于地缘政治局势的实质性缓和。","news_type":1,"symbols_score_info":{".DJI":1.5}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547407308170840,"gmtCreate":1774667852543,"gmtModify":1774667855088,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"高盛反买别墅靠海[开心] [开心] ","listText":"高盛反买别墅靠海[开心] [开心] ","text":"高盛反买别墅靠海[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547407308170840","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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":545824576227272,"gmtCreate":1774267383064,"gmtModify":1774270312508,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"盘前清理空头开盘继续下杀","listText":"盘前清理空头开盘继续下杀","text":"盘前清理空头开盘继续下杀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545824576227272","repostId":"1192440900","repostType":4,"repost":{"id":"1192440900","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":1774264070,"share":"https://www.laohu8.com/m/news/1192440900?lang=zh_CN&edition=full","pubTime":"2026-03-23 19:07","market":"us","language":"zh","title":"特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1192440900","media":"老虎资讯综合","summary":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！特朗普：美国和伊朗在过去两天进行了非常良好和富有成效的对话，讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部，在当前会谈和磋商取得成功的前提下，将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。","content":"<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</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>特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫</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特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫\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\">2026-03-23 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192440900","content_text":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。","news_type":1,"symbols_score_info":{"CLmain":2,"MNQ2612":2,"ESmain":2,"NQmain":2,"BZmain":2,"MNQmain":2,"MNQ2603":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544781701088008,"gmtCreate":1774012703090,"gmtModify":1774012705431,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"这预期管理[贱笑] ","listText":"这预期管理[贱笑] ","text":"这预期管理[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544781701088008","repostId":"2620363267","repostType":4,"repost":{"id":"2620363267","kind":"highlight","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":1774009484,"share":"https://www.laohu8.com/m/news/2620363267?lang=zh_CN&edition=full","pubTime":"2026-03-20 20:24","market":"us","language":"zh","title":"美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次","url":"https://stock-news.laohu8.com/highlight/detail?id=2620363267","media":"老虎资讯综合","summary":"今年经济将强劲增长。","content":"<html><head></head><body><p>美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。</p><p>鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。</p><p>鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次</title>\n<style 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20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。</p><p>鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。</p><p>鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1feb392871937efd04fde61e0e621436","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.chaincatcher.com/article/2253373","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620363267","content_text":"美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544012009587672,"gmtCreate":1773840930593,"gmtModify":1773840932816,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"高盛反买[得意] ","listText":"高盛反买[得意] ","text":"高盛反买[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544012009587672","repostId":"2620280315","repostType":2,"repost":{"id":"2620280315","kind":"news","pubTimestamp":1773819927,"share":"https://www.laohu8.com/m/news/2620280315?lang=zh_CN&edition=full","pubTime":"2026-03-18 15:45","market":"fut","language":"zh","title":"高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演","url":"https://stock-news.laohu8.com/highlight/detail?id=2620280315","media":"智通财经","summary":"在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。","content":"<html><head></head><body><p>3月18日，来自华尔街金融巨头<a href=\"https://laohu8.com/S/GS\">高盛</a>的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，<strong>美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。</strong></p><p>在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，<strong>但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。</strong>此外，尽管私募市场规模不断增长，但是斯奈德认为美国公开股票市场的流动性和深度仍然在全球范围无可匹敌。他表示，鉴于今年日程上可能会有数宗大型IPO，投资者们“还不应急于否定公开股票市场”。</p><p>高盛策略师们的投资策略重心似乎正在从“追逐周期弹性”转向“回到高质量龙头，<strong>尤其是受益于AI资本开支与AI商业化前景的核心科技股”，但这不是简单粗暴地全面抛弃周期股，而是一种阶段性的风格再平衡。</strong> 高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。</p><p>除了高盛之外，来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，<strong>他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。</strong></p><p>此外，来自巴克莱、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、Oppenheimer以及<a href=\"https://laohu8.com/S/DB\">德意志银行</a>的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，<strong>巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong>这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。</p><p><strong>高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”</strong></p><p>“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”</p><p>这位华尔街顶级策略师指出，<strong>自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。</strong>尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。</p><p>斯奈德建议，<strong>投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。</strong>他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。</p><p>斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。</p><p>他表示，<strong>“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。</strong>他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。</p><p>标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与<a href=\"https://laohu8.com/S/600455\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</p><p>当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，<strong>科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>TPU集群与<a href=\"https://laohu8.com/S/AMD\">AMD</a>的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，</strong>同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。</p><p>英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级<a href=\"https://laohu8.com/S/600122\">宏图</a>”，<strong>他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，</strong>远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。</p><p><strong>越来越多华尔街顶级策略师力挺美股长牛</strong></p><p>来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，<strong>虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。</strong></p><p>他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。</p><p>威尔逊表示，<strong>“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。</strong>截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93e0a381e559bb5089ecbd036ed1ba38\" tg-width=\"1241\" tg-height=\"537\"/></p><p>基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。<strong>支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。</strong></p><p>来自<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的全球股票战术策略主管<a href=\"https://laohu8.com/S/300825\">阿尔特</a>曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。<strong>该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</strong></p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，<strong>当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%</strong>。</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>高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演</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高盛押注美股继续演绎长期牛市! 从周期向AI龙头的风格切换即将上演\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 15:45 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1415350.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月18日，来自华尔街金融巨头高盛的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415350.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC",".SPX":"S&P 500 Index","BK4504":"桥水持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","NDX":"纳斯达克100指数","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4127":"投资银行业与经纪业","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4550":"红杉资本持仓","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) 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\"A2\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD",".DJI":"道琼斯","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4516":"特朗普概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1415350.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620280315","content_text":"3月18日，来自华尔街金融巨头高盛的首席美国股票策略师本·斯奈德(Ben Snider)在采访中表示，尽管金融市场不确定性仍然高企，美股市场基准股指之一的标普500指数以及更广泛美国股市指数在未来6到12个月的“长期牛市走势”仍然非常健康。在当地时间周二接受媒体采访时，斯奈德反复强调，尽管投资者们正在艰难应对新一轮全球地缘政治紧张局势，但包括美股在内的全球股票市场基本面层面的盈利增长趋势依然完好无损，并且建议策略布局从周期股转向AI超级龙头。此外，尽管私募市场规模不断增长，但是斯奈德认为美国公开股票市场的流动性和深度仍然在全球范围无可匹敌。他表示，鉴于今年日程上可能会有数宗大型IPO，投资者们“还不应急于否定公开股票市场”。高盛策略师们的投资策略重心似乎正在从“追逐周期弹性”转向“回到高质量龙头，尤其是受益于AI资本开支与AI商业化前景的核心科技股”，但这不是简单粗暴地全面抛弃周期股，而是一种阶段性的风格再平衡。 高盛认为在当前阶段，与其押注高波动的周期扩散，不如优先配置能穿越波动、同时仍享受盈利上修的高质量龙头。除了高盛之外，来自摩根士丹利的首席股票市场策略师迈克·威尔逊目前也明显属于看好美股中长期牛市曲线的看涨阵营，更准确地来说，他与来自高盛的斯奈德都在坚定押注未来6到12个月仍处于盈利扩张和长期牛市的中后阶段。此外，来自巴克莱、摩根大通、Oppenheimer以及德意志银行的华尔街顶级策略师也强调尽管短期剧烈波动仍未完结，但是倾向认可美股长期牛市逻辑仍然坚挺，巴克莱更是强调，美国股市正释放出近一年来最强烈的买入信号，该机构认为近期这轮抛售潮最糟糕的阶段可能已经过去。这些华尔街金融巨头普遍强调，美股市场强劲盈利增长趋势、散户资金流入、波动性重置以及季节性利好等积极因素即将发挥重要作用，支撑美股长期牛市。高盛高呼标普500指数长期走势“非常健康”，建议从周期股转向“AI超级龙头”“显然，当前的不确定性非常高，”斯奈德表示。“但如果我们把目光放到未来6个月、12个月，标普500指数(SP500)和更广泛美国股市的盈利增长轨迹看起来仍然非常健康。”这位华尔街顶级策略师指出，自去年年底以来表现良好的围绕某些周期股的交易主题，其重大机遇窗口趋于关闭。尽管股票市场可选消费板块和部分工业细分板块在10月至1月期间经历了周期性加速趋势，但斯奈德认为，投资者们现在应该把目光投向别处。“我们认为，尤其是这些周期交易主题，正在进入最后期阶段，。他在采访中表示。斯奈德建议，投资者们应从周期股、小盘股以及低质量的高贝塔股票转向基本面更加稳定且受益于AI大浪潮的大型科技公司以及AI算力领军者们。他建议转向那些“资产负债表更强劲、利润率更高”的那些受益于AI投资主题的科技公司，并指出，尽管低质量的高贝塔股票在最近几个月的剧烈波动行情中因技术交易层面带来的机遇而表现优异，但当前市场环境更青睐基本面强劲的持仓。斯奈德强调，长期受益于AI投资热潮的大型科技巨头们以及包括台积电、博通、美光以及安费诺、Lumentum在内的全球AI算力产业链领军者们仍然是颇具有吸引力的投资细分赛道，他指出，全球范围愈发强劲的人工智能资本开支是其中一个最主要的驱动因素。他表示，“AI资本开支(AI CapEx story)这一火爆的投资主题与叙事逻辑”一直是“近年来投资者们确信度最高，并且最具资金流入持续性的交易主题”。他反复提到AI相关支出预测被大幅上调，这将使那些从相关投资中获得利润的公司长期受益。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。当模型规模、推理链路与多模态/代理式Agentic AI工作负载推动算力消耗呈指数型外扩时，科技巨头们的资本开支主线更倾向于向AI算力基础设施集中，全球投资者们可能愈发将围绕英伟达、谷歌TPU集群与AMD的新品迭代与AI算力集群交付预期的“AI牛市叙事”，继续锚定为全球股市中最具确定性的景气投资叙事之一，同时也意味着电力、液冷散热系统、光互连供应链等与AI训练/推理密切相关的投资主题将跟随英伟达、AMD以及博通、台积电、美光等AI算力领军者们在中东地缘政治局势面临不确定性之际，仍继续位列股票市场最火热投资阵营。英伟达CEO黄仁勋在北京时间3月17日凌晨的GTC大会上展现出英伟达在AI算力基础设施领域的“前所未有AI算力创收超级宏图”，他告知全球投资者们，在Blackwell架构GPU算力强劲需求以及即将量产的Vera Rubin架构AI算力体系更加炸裂式强劲需求推动之下，其在人工智能芯片领域的未来营收规模到2027年(即2025年至2027年)可能至少达到1万亿美元，远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图。越来越多华尔街顶级策略师力挺美股长牛来自摩根士丹利的威尔逊表示，稳健盈利、宽松货币、监管放松和更支持性的财政环境正在形成共振，推动自2023年以来的美股长期牛市至少延续至年度。威尔逊补充称，虽然短期内仍不能排除美股下跌的可能性，但是本轮美股的回调基本来到尾声阶段，比如罗素3000指数中 50%的股票已经较52周高点下跌至少20%。他还表示，市场的表现“远远领先于当前显而易见的风险情绪”，并且强调今年美股的走势与去年的早期预警信号类似。然而，他预计此次美股下跌幅度将“明显小于上一年”，不过鉴于地缘政治紧张局势，剧烈波动率仍可能在短期内持续。威尔逊表示，“在未来6到12个月仍积极看多美国股票市场”，并维持“标普500指数的年底7800点目标点位”。截至周二美股收盘，标普500指数收涨于6716.09点位。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现，但是距离1月底创下的7002历史最高点仍然有显著距离。基于六个月维度的基本面修复逻辑，威尔逊的核心市场轨迹假设显示：这轮油价冲击更像霍尔木兹海峡物流受阻带来的风险溢价，而不是持久性的供给坍塌;若未来数月局势像俄乌冲突初期那样逐步稳定下来，那么美股市场将重新返回由盈利定价的牛市轨迹而非地缘风险定价。支撑他中期乐观看涨立场的重要支柱包括：市场盈利增长的扩散趋势仍在、美国相较亚洲和欧洲更具能源独立性、资本开支税收激励与居民减税能大部分对冲高油价冲击。来自巴克莱银行的全球股票战术策略主管阿尔特曼(Alex Altmann)周二在研究报告中表示，他长期跟踪的股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。因此他选择加入华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。","news_type":1,"symbols_score_info":{"YMmain":2,"MNQ2603":2,"MNQ2612":2,".DJI":2,"ESmain":2,"MNQmain":2,".SPX":2,"NQmain":2,"NDX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534555832395296,"gmtCreate":1771527748900,"gmtModify":1771527751383,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"这🫓先吃为敬🍺","listText":"这🫓先吃为敬🍺","text":"这🫓先吃为敬🍺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534555832395296","repostId":"2612285040","repostType":2,"repost":{"id":"2612285040","kind":"news","pubTimestamp":1771513659,"share":"https://www.laohu8.com/m/news/2612285040?lang=zh_CN&edition=full","pubTime":"2026-02-19 23:07","market":"us","language":"zh","title":"炸了！马斯克要开建超级晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285040","media":"半导体数据","summary":"当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。","content":"<html><body><article><p>当地时间 2 月 17 日，马斯克在社交平台亲自转发<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/giaHouCicD4RDR6Kldfxa6VE7QyqH9DtGxm8aaBLGFSjibiaXPXh57lVZBMxGAtJicDrIpDZK3gQzXV6X2ngnC05jk0ibR1YWYGZGCaegyu5lcicjU/640?wx_fmt=png&from=appmsg\"/><p>图源：环球市场播报</p><p>这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯学历、不重履历，核心评估标准只有一项：候选人曾解决的三项最具挑战性技术难题。</p><p>一切动作，都与马斯克不久前的重磅表态紧密呼应。</p><p>在上月的财报会议上，马斯克直言，未来三到四年，特斯拉将面临严峻的算力产能瓶颈，仅依靠<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等现有供应商，已无法满足需求。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。</p><p>而选择在韩国大举招兵买马，正是特斯拉推进这一战略的精准落子。</p><p>首先，是深度绑定核心供应链，锁定先进工艺产能。特斯拉早已与三星签署价值高达 165 亿美元、长达至 2033 年的长期代工协议，为至关重要的 AI5、AI6 芯片保驾护航。其中 AI5 芯片被视为特斯拉 “生存攸关” 的项目，将采用三星 3nm GAA 工艺。在韩国设立研发团队，意味着工程师可以直接进驻三星华城、平泽晶圆厂，实现驻厂研发，把设计与制造之间的反馈周期压缩到极致，将原本行业 12—18 个月的芯片设计周期，激进压缩至 9 个月，确保 AI5 芯片在 2026 年底实现小批量量产。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231854432v16356w9odr0ex6\"/><p>其次，是抢占 HBM 高带宽内存技术高地。特斯拉 FSD 全自动驾驶依赖<a href=\"https://laohu8.com/S/603138\">海量数据</a>训练与无监督学习，对算力和内存带宽提出极高要求，而韩国正是由三星、SK 海力士主导的全球 HBM 核心区域。在韩国布局团队，能够直接与存储巨头开展芯片 — 内存协同设计，优化接口效率、提升整体能效，从底层补齐算力短板。</p><p>与此同时，特斯拉还采用了业内罕见的 “双代工” 策略，同一颗芯片同时交由三星与台积电生产。韩国团队专门负责适配三星工艺，既能降低对单一供应商的依赖，分散供应链风险，又能在两大代工厂之间形成良性竞争，提升议价能力与技术迭代速度。</p><p>韩国本身也拥有全球最成熟的半导体人才生态。在三星、SK 海力士的带动下，当地形成覆盖芯片设计、先进制造、封装测试、HBM、工艺优化的全链条人才库，尤其在大规模量产、良率提升、工程落地等实战能力上优势明显。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。</p><p>从更长远的战略安全来看，韩国在技术转移、IP 保护上具备更高稳定性，有助于特斯拉实现核心算力自主可控，规避潜在地缘风险。</p><p>一场看似简单的海外招聘，背后是一整套环环相扣的产业布局。</p><p>特斯拉在韩国招芯片人才，本质上是：绑定三星先进工艺、抢占 HBM 核心资源、收割顶尖量产人才、加速 AI 芯片落地，最终支撑 FSD 全自动驾驶、Optimus 机器人与未来出行生态的底层算力革命。</p><p>这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。</p><p>*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231902789v163we0m08j0xbz\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>炸了！马斯克要开建超级晶圆厂</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炸了！马斯克要开建超级晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 23:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b><strong>半导体数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。图源：环球市场播报这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLA":"特斯拉","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4527":"明星科技股","BK4604":"机器人概念","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。图源：环球市场播报这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯学历、不重履历，核心评估标准只有一项：候选人曾解决的三项最具挑战性技术难题。一切动作，都与马斯克不久前的重磅表态紧密呼应。在上月的财报会议上，马斯克直言，未来三到四年，特斯拉将面临严峻的算力产能瓶颈，仅依靠台积电、三星等现有供应商，已无法满足需求。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。而选择在韩国大举招兵买马，正是特斯拉推进这一战略的精准落子。首先，是深度绑定核心供应链，锁定先进工艺产能。特斯拉早已与三星签署价值高达 165 亿美元、长达至 2033 年的长期代工协议，为至关重要的 AI5、AI6 芯片保驾护航。其中 AI5 芯片被视为特斯拉 “生存攸关” 的项目，将采用三星 3nm GAA 工艺。在韩国设立研发团队，意味着工程师可以直接进驻三星华城、平泽晶圆厂，实现驻厂研发，把设计与制造之间的反馈周期压缩到极致，将原本行业 12—18 个月的芯片设计周期，激进压缩至 9 个月，确保 AI5 芯片在 2026 年底实现小批量量产。其次，是抢占 HBM 高带宽内存技术高地。特斯拉 FSD 全自动驾驶依赖海量数据训练与无监督学习，对算力和内存带宽提出极高要求，而韩国正是由三星、SK 海力士主导的全球 HBM 核心区域。在韩国布局团队，能够直接与存储巨头开展芯片 — 内存协同设计，优化接口效率、提升整体能效，从底层补齐算力短板。与此同时，特斯拉还采用了业内罕见的 “双代工” 策略，同一颗芯片同时交由三星与台积电生产。韩国团队专门负责适配三星工艺，既能降低对单一供应商的依赖，分散供应链风险，又能在两大代工厂之间形成良性竞争，提升议价能力与技术迭代速度。韩国本身也拥有全球最成熟的半导体人才生态。在三星、SK 海力士的带动下，当地形成覆盖芯片设计、先进制造、封装测试、HBM、工艺优化的全链条人才库，尤其在大规模量产、良率提升、工程落地等实战能力上优势明显。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。从更长远的战略安全来看，韩国在技术转移、IP 保护上具备更高稳定性，有助于特斯拉实现核心算力自主可控，规避潜在地缘风险。一场看似简单的海外招聘，背后是一整套环环相扣的产业布局。特斯拉在韩国招芯片人才，本质上是：绑定三星先进工艺、抢占 HBM 核心资源、收割顶尖量产人才、加速 AI 芯片落地，最终支撑 FSD 全自动驾驶、Optimus 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","text":"注意了这是一次ai泡沫破裂的预演[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532047645852568","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532036921292232,"gmtCreate":1770912720353,"gmtModify":1770912722712,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"这是一次ai泡沫破裂的预演[真香] ","listText":"这是一次ai泡沫破裂的预演[真香] ","text":"这是一次ai泡沫破裂的预演[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532036921292232","repostId":"2610396068","repostType":2,"repost":{"id":"2610396068","kind":"news","pubTimestamp":1770852420,"share":"https://www.laohu8.com/m/news/2610396068?lang=zh_CN&edition=full","pubTime":"2026-02-12 07:27","market":"hk","language":"zh","title":"凌晨，全线大跌！超14万人爆仓！23万亿巨头，突然抛售，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610396068","media":"券商中国","summary":"美股市场画风突变。 另外，加密货币市场也遭遇猛烈抛售，比特币一度跌破6.6万美元大关，一度大跌超4%，截至发稿，跌幅收窄至1.74%；以太坊、SOL大跌超3%。根据CoinGlass数据统计，最近24小时，全球共有144691人被爆仓，爆仓总金额为4.58亿美元。据最新消息，管理资产规模达2.8万亿欧元的欧洲最大资产管理公司东方汇理表示，将继续减少美元资产风险敞口，转向欧洲和新兴市场。","content":"<html><body><div>\n<p> <font cms-style=\"color0\">美股市场画风突变。</font></p>\n<p> <font cms-style=\"color210\">隔夜美股高开后，主要指数全线跳水，纳指盘中一度大跌近1%，以小盘股为主的罗素2000指数一度大跌超1%，最终集体收跌，其中软件股全线大跌，<a href=\"https://laohu8.com/S/EEMA\">iShares</a>扩展科技软件行业ETF（IGV）收跌2.55%，<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>大跌超5%，<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>大跌超4%。有华尔街分析师警告称，市场对AI（人工智能）冲击的担忧持续加剧，软件行业很可能会被AI驱动的工作流程蚕食，这将影响该行业的估值倍数。</font></p>\n<p> <font cms-style=\"strong-Bold\">另外，加密货币市场也遭遇猛烈抛售，比特币一度跌破6.6万美元大关，一度大跌超4%，截至发稿，跌幅收窄至1.74%；以太坊、SOL大跌超3%。根据CoinGlass数据统计，最近24小时，全球共有144691人被爆仓，爆仓总金额为4.58亿美元。</font></p>\n<p> 消息面上，美国非农就业数据远超预期，交易员减少了对美联储今年降息的押注。美东时间2月11日，美国堪萨斯城联邦储备银行行长杰夫·施密德表示，由于对仍然过高的通胀持续担忧，美联储应将利率维持在“略带限制性”的水平。进一步降息可能导致高通胀持续存在。美联储理事米兰则表示仍有多种理由需要降低利率。</p>\n<p> 与此同时，美元资产突传大利空。据最新消息，管理资产规模达2.8万亿欧元（约合人民币23万亿元）的欧洲最大资产管理公司东方汇理表示，将继续减少美元资产风险敞口，转向欧洲和新兴市场。</p>\n<p cms-style=\"color0\"> 23万亿巨头抛售美元资产</p>\n<p> <font cms-style=\"color210\">近日，据新华社消息，欧洲最大资产管理机构东方汇理（Amundi）表示，该公司将继续减少美元资产风险敞口，转向欧洲和新兴市场。</font></p>\n<p> 英国《金融时报》援引东方汇理首席执行官瓦莱丽·鲍德松的话说，未来一年，东方汇理将建议客户减持美元资产。她警告说，如果美国经济政策不改变，“我们将继续看到美元走弱”。</p>\n<p> 鲍德松说：“在过去12个月至15个月，东方汇理一直大力推动投资多元化，并建议客户分散投资……今后一年，我们仍将继续建议客户实现投资组合多样化。”</p>\n<p> 作为欧洲最大的资管公司，其管理规模高达2.8万亿欧元，这得益于全年创纪录的880亿欧元净资金流入，同时公司还宣布了一项5亿欧元的股票回购计划。</p>\n<p> 东方汇理成为最新一家明确表示将削减或对冲其美国资产风险敞口的大型投资机构。瑞典最大私人养老基金阿莱克塔养老基金1月曾表示，鉴于美国政府的“不可预测性以及不断增长的美国债务”，该基金在过去一年内已出售其所持大部分美国国债。</p>\n<p> 鲍德松说，过去一年，国际投资者最初通过购买黄金对冲美元贬值风险，这在很大程度上解释了同期金价为何大幅上涨。该公司随后发现，人们希望分散投资，以实现资产多元化，因为美元资产存在过度投资的问题。</p>\n<p> 《金融时报》报道，上述资金动向已推动资本流向欧洲和新兴市场资产，包括债券和股票。去年，新兴市场股市迎来自2017年以来表现最好的一年。</p>\n<p cms-style=\"color0\"> 为何猛烈抛售？</p>\n<p> 最新数据显示，华尔街投资者正在加速将资金转向国际市场。据Morningstar Direct数据，今年1月份投资者向国际股票ETF净流入516亿美元（约合人民币3567亿元），月度流入规模自2024年底以来大幅跃升。有分析指出，这一转变源于美国股市估值高企、美元走弱以及海外市场出现的新机遇，投资者押注美国市场的领先优势将收窄。</p>\n<p> <font cms-style=\"strong-Bold\">根据东方汇理的预测，2026年美国实际GDP增速将显著放缓至1.6%，远低于2023—2024年近3%的水平。这一减速并非周期性的库存调整，而是由更深层次的结构性因素驱动：</font></p>\n<p> 首先是私人需求的枯竭：东方汇理认为高利率环境的滞后效应终将显现，叠加通胀对实际购买力的侵蚀，美国消费引擎正在熄火；</p>\n<p> 其次是财政刺激的边际效用递减：虽然美国赤字依然高企，但其对增长的拉动作用在减弱，转而更多地体现为通胀压力和债务利息负担；</p>\n<p> 最后是政策不确定性：美国关税政策的阴晴不定，让除AI以外的企业资本开支面临巨大的不确定性，导致投资意愿被压制。</p>\n<p> <font cms-style=\"color210\">在这种背景下，美元资产的双重优势——增长优势和息差优势正在同时消退。</font></p>\n<p> 更致命的是，美元与美股、美债的相关性正在发生根本性逆转：过去，当美股下跌时，美元往往因避险属性而上涨，为国际投资者提供了天然对冲。</p>\n<p> <font cms-style=\"color210\">但现在，由于对美国财政可持续性的担忧，美元开始呈现出与风险资产同向波动的特征：当美国国债遭遇抛售（收益率上升）时，美元并未如期走强，反而因信用担忧而走弱。</font></p>\n<p> 这意味着美元不再是投资组合的稳定器，反而成为波动率的放大器。</p>\n<p> 东方汇理关于减持美国资产的呼吁，得到了其他一些大型资产管理公司的呼应，其中包括，美国债券巨头<span><a href=\"https://laohu8.com/S/601099\">太平洋</a></span><span></span>投资管理公司（Pimco），该公司上月表示，特朗普“不可预测”的政策正促使市场在未来几年进入一个“远离美国资产、进行多元化配置的阶段”。</p>\n<p> 惠灵顿管理公司（Wellington Management）700亿美元多资产策略团队负责人娜塔莎・<a href=\"https://laohu8.com/S/BRKR\">布鲁克</a>-沃尔特斯（Natasha Brook-Walters）表示，她正通过买入欧元和澳元等其他货币来“表达对美元的担忧”。她补充道：“我们看好新兴市场，并在今年年初增加了多头头寸。”</p>\n<p> 富达国际（Fidelity International）基金经理Becky Qin表示，她所管理的70亿美元资产中，已“大幅削减”了美元敞口，并补充称她“仍预计美元将走弱”。</p>\n<p cms-style=\"align-right\"> <font cms-style=\"align-right\"><font cms-style=\"align-right\">责编：战术恒</font></font></p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>凌晨，全线大跌！超14万人爆仓！23万亿巨头，突然抛售，发生了什么？</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凌晨，全线大跌！超14万人爆仓！23万亿巨头，突然抛售，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 07:27 北京时间 <a href=https://finance.sina.com.cn/roll/2026-02-12/doc-inhmpcur7073130.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股市场画风突变。\n 隔夜美股高开后，主要指数全线跳水，纳指盘中一度大跌近1%，以小盘股为主的罗素2000指数一度大跌超1%，最终集体收跌，其中软件股全线大跌，iShares扩展科技软件行业ETF（IGV）收跌2.55%，ServiceNow大跌超5%，Salesforce大跌超4%。有华尔街分析师警告称，市场对AI（人工智能）冲击的担忧持续加剧，软件行业很可能会被AI驱动的工作流程蚕食，这将...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-02-12/doc-inhmpcur7073130.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IGV":"北美软件ETF-iShares","BK4581":"高盛持仓","EUO":"欧元ETF-ProShares两倍做空","FXE":"欧元做多ETF-CurrencyShares","TLT":"20+年以上美国国债ETF-iShares","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"https://finance.sina.com.cn/roll/2026-02-12/doc-inhmpcur7073130.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2610396068","content_text":"美股市场画风突变。\n 隔夜美股高开后，主要指数全线跳水，纳指盘中一度大跌近1%，以小盘股为主的罗素2000指数一度大跌超1%，最终集体收跌，其中软件股全线大跌，iShares扩展科技软件行业ETF（IGV）收跌2.55%，ServiceNow大跌超5%，Salesforce大跌超4%。有华尔街分析师警告称，市场对AI（人工智能）冲击的担忧持续加剧，软件行业很可能会被AI驱动的工作流程蚕食，这将影响该行业的估值倍数。\n 另外，加密货币市场也遭遇猛烈抛售，比特币一度跌破6.6万美元大关，一度大跌超4%，截至发稿，跌幅收窄至1.74%；以太坊、SOL大跌超3%。根据CoinGlass数据统计，最近24小时，全球共有144691人被爆仓，爆仓总金额为4.58亿美元。\n 消息面上，美国非农就业数据远超预期，交易员减少了对美联储今年降息的押注。美东时间2月11日，美国堪萨斯城联邦储备银行行长杰夫·施密德表示，由于对仍然过高的通胀持续担忧，美联储应将利率维持在“略带限制性”的水平。进一步降息可能导致高通胀持续存在。美联储理事米兰则表示仍有多种理由需要降低利率。\n 与此同时，美元资产突传大利空。据最新消息，管理资产规模达2.8万亿欧元（约合人民币23万亿元）的欧洲最大资产管理公司东方汇理表示，将继续减少美元资产风险敞口，转向欧洲和新兴市场。\n 23万亿巨头抛售美元资产\n 近日，据新华社消息，欧洲最大资产管理机构东方汇理（Amundi）表示，该公司将继续减少美元资产风险敞口，转向欧洲和新兴市场。\n 英国《金融时报》援引东方汇理首席执行官瓦莱丽·鲍德松的话说，未来一年，东方汇理将建议客户减持美元资产。她警告说，如果美国经济政策不改变，“我们将继续看到美元走弱”。\n 鲍德松说：“在过去12个月至15个月，东方汇理一直大力推动投资多元化，并建议客户分散投资……今后一年，我们仍将继续建议客户实现投资组合多样化。”\n 作为欧洲最大的资管公司，其管理规模高达2.8万亿欧元，这得益于全年创纪录的880亿欧元净资金流入，同时公司还宣布了一项5亿欧元的股票回购计划。\n 东方汇理成为最新一家明确表示将削减或对冲其美国资产风险敞口的大型投资机构。瑞典最大私人养老基金阿莱克塔养老基金1月曾表示，鉴于美国政府的“不可预测性以及不断增长的美国债务”，该基金在过去一年内已出售其所持大部分美国国债。\n 鲍德松说，过去一年，国际投资者最初通过购买黄金对冲美元贬值风险，这在很大程度上解释了同期金价为何大幅上涨。该公司随后发现，人们希望分散投资，以实现资产多元化，因为美元资产存在过度投资的问题。\n 《金融时报》报道，上述资金动向已推动资本流向欧洲和新兴市场资产，包括债券和股票。去年，新兴市场股市迎来自2017年以来表现最好的一年。\n 为何猛烈抛售？\n 最新数据显示，华尔街投资者正在加速将资金转向国际市场。据Morningstar Direct数据，今年1月份投资者向国际股票ETF净流入516亿美元（约合人民币3567亿元），月度流入规模自2024年底以来大幅跃升。有分析指出，这一转变源于美国股市估值高企、美元走弱以及海外市场出现的新机遇，投资者押注美国市场的领先优势将收窄。\n 根据东方汇理的预测，2026年美国实际GDP增速将显著放缓至1.6%，远低于2023—2024年近3%的水平。这一减速并非周期性的库存调整，而是由更深层次的结构性因素驱动：\n 首先是私人需求的枯竭：东方汇理认为高利率环境的滞后效应终将显现，叠加通胀对实际购买力的侵蚀，美国消费引擎正在熄火；\n 其次是财政刺激的边际效用递减：虽然美国赤字依然高企，但其对增长的拉动作用在减弱，转而更多地体现为通胀压力和债务利息负担；\n 最后是政策不确定性：美国关税政策的阴晴不定，让除AI以外的企业资本开支面临巨大的不确定性，导致投资意愿被压制。\n 在这种背景下，美元资产的双重优势——增长优势和息差优势正在同时消退。\n 更致命的是，美元与美股、美债的相关性正在发生根本性逆转：过去，当美股下跌时，美元往往因避险属性而上涨，为国际投资者提供了天然对冲。\n 但现在，由于对美国财政可持续性的担忧，美元开始呈现出与风险资产同向波动的特征：当美国国债遭遇抛售（收益率上升）时，美元并未如期走强，反而因信用担忧而走弱。\n 这意味着美元不再是投资组合的稳定器，反而成为波动率的放大器。\n 东方汇理关于减持美国资产的呼吁，得到了其他一些大型资产管理公司的呼应，其中包括，美国债券巨头太平洋投资管理公司（Pimco），该公司上月表示，特朗普“不可预测”的政策正促使市场在未来几年进入一个“远离美国资产、进行多元化配置的阶段”。\n 惠灵顿管理公司（Wellington Management）700亿美元多资产策略团队负责人娜塔莎・布鲁克-沃尔特斯（Natasha Brook-Walters）表示，她正通过买入欧元和澳元等其他货币来“表达对美元的担忧”。她补充道：“我们看好新兴市场，并在今年年初增加了多头头寸。”\n 富达国际（Fidelity International）基金经理Becky Qin表示，她所管理的70亿美元资产中，已“大幅削减”了美元敞口，并补充称她“仍预计美元将走弱”。\n 责编：战术恒\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"IGV":1,"TLT":0.65,"EURmain":0.9,"EUO":0.6,"FXE":0.6}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528997867615104,"gmtCreate":1770181106864,"gmtModify":1770181109518,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"themes":[],"title":"","htmlText":"何意味⊙_⊙?","listText":"何意味⊙_⊙?","text":"何意味⊙_⊙?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528997867615104","repostId":"2608333031","repostType":2,"repost":{"id":"2608333031","kind":"news","pubTimestamp":1770172849,"share":"https://www.laohu8.com/m/news/2608333031?lang=zh_CN&edition=full","pubTime":"2026-02-04 10:40","market":"us","language":"zh","title":"博通智能申请汽车座椅协同控制系统及方法专利，实现了从被动补偿到主动预防的体验跃升","url":"https://stock-news.laohu8.com/highlight/detail?id=2608333031","media":"金融界","summary":"国家知识产权局信息显示，广东博通智能电子科技有限公司申请一项名为“一种汽车座椅协同控制系统及方法”的专利，公开号CN121425053A，申请日期为2025年11月。天眼查资料显示，广东博通智能电子科技有限公司，成立于2019年，位于东莞市，是一家以从事其他制造业为主的企业。通过天眼查大数据分析，广东博通智能电子科技有限公司共对外投资了1家企业，财产线索方面有商标信息1条，专利信息7条，此外企业还拥有行政许可7个。","content":"<html><body><article><p>国家知识产权局信息显示，广东<a href=\"https://laohu8.com/S/AVGO\">博通</a>智能电子科技有限公司申请一项名为“一种汽车座椅协同控制系统及方法”的专利，公开号CN121425053A，申请日期为2025年11月。</p><p>专利摘要显示，本发明公开了一种汽车座椅协同控制系统及方法，涉及汽车座椅控制技术领域，包括状态采集模块，用于实时获取车辆行驶过程中的侧倾特征参数和转向操作参数；体态采集模块，用于采集座椅上乘客的体态分布信息；分析模块，用于基于侧倾特征参数动态识别车身侧倾变化趋势，基于转向操作参数解析车辆转向方向与幅度，并基于体态分布信息确定乘客的肩部和腰部关键支撑部位，本发明通过预测，从根本上消除了身体被突然推挤的不适感，实现了从被动补偿到主动预防的体验跃升。</p><p>天眼查资料显示，广东<a href=\"https://laohu8.com/S/600455\">博通</a>智能电子科技有限公司，成立于2019年，位于东莞市，是一家以从事其他制造业为主的企业。企业注册资本1000万人民币。通过天眼查大数据分析，广东博通智能电子科技有限公司共对外投资了1家企业，财产线索方面有商标信息1条，专利信息7条，此外企业还拥有行政许可7个。</p><p>声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。</p><p>财经频道更多独家策划、专家专栏，免费查阅>></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>博通智能申请汽车座椅协同控制系统及方法专利，实现了从被动补偿到主动预防的体验跃升</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博通智能申请汽车座椅协同控制系统及方法专利，实现了从被动补偿到主动预防的体验跃升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 10:40 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204105219a479e146&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国家知识产权局信息显示，广东博通智能电子科技有限公司申请一项名为“一种汽车座椅协同控制系统及方法”的专利，公开号CN121425053A，申请日期为2025年11月。专利摘要显示，本发明公开了一种汽车座椅协同控制系统及方法，涉及汽车座椅控制技术领域，包括状态采集模块，用于实时获取车辆行驶过程中的侧倾特征参数和转向操作参数；体态采集模块，用于采集座椅上乘客的体态分布信息；分析模块，用于基于侧倾...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204105219a479e146&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen 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