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杨过爱上黄蓉
没有男人可以同时拥有宝马和自卑
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杨过爱上黄蓉
杨过爱上黄蓉
·
06-29 08:35
特朗普怎么也说欧洲,说大话使小钱,直接推平了它
美伊又开打!美军空袭伊朗,特朗普威胁“或将不复存在”
霍尔木兹海峡突发
美伊又开打!美军空袭伊朗,特朗普威胁“或将不复存在”
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杨过爱上黄蓉
杨过爱上黄蓉
·
06-15
可惜,没看到伊朗被打死[无语]
伊朗官员透露美伊备忘录草案:伊朗承诺不拥核、开放海峡;美国解冻资产、豁免石油制裁
6月14日,据路透社:伊朗高级官员表示,根据与美国达成的备忘录草案,德黑兰同意既不生产也不获取核武器。美国在备忘录草案中同意德黑兰在伊朗境内稀释高浓缩铀库存,具体机制将在未来60天内讨论。根据备忘录草案,美国将在指定期限内豁免对伊朗的石油制裁,允许伊朗出售石油并获得收入。伊朗将立即向所有商船重新开放霍尔木兹海峡,而美国将解除海上封锁。美国同意释放250亿美元的伊朗被冻结资产,释放方式包括直接现金转账、地区国家间的合作以及金融信贷额度。
伊朗官员透露美伊备忘录草案:伊朗承诺不拥核、开放海峡;美国解冻资产、豁免石油制裁
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杨过爱上黄蓉
杨过爱上黄蓉
·
06-08
美国现在对伊朗的态度,给人的感觉好像是美国求着伊朗签协议,直接干废它不更好吗?又不是没能力🙄
伊朗时隔两个月再袭以色列
美以伊4月8日停火后,伊朗时隔两个月再次向以色列发射过导弹。
伊朗时隔两个月再袭以色列
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杨过爱上黄蓉
杨过爱上黄蓉
·
06-07
等我卖了再跌啊[流泪]
美股史诗级暴跌,接下来怎么办?
一夜蒸发2万亿美金!
美股史诗级暴跌,接下来怎么办?
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杨过爱上黄蓉
杨过爱上黄蓉
·
06-04
美众议院真蠢
美众议院通过决议,限制特朗普对伊动武权力
当地时间3日,美国国会众议院通过一项决议,旨在限制美国总统特朗普对伊朗动武的权力,要求特朗普结束对伊朗的军事行动。美国众议院当日以215票对208票通过了一项由民主党主导的决议,要求特朗普政府停止对伊朗的军事行动,除非获得国会授权。据悉,该决议并不能强制特朗普彻底结束军事行动,而更多是具有一种象征意义,因为该法案仍需经过共和党占多数席位的参议院审议,且特朗普也可在法案签署阶段将其否决。
美众议院通过决议,限制特朗普对伊动武权力
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杨过爱上黄蓉
杨过爱上黄蓉
·
05-30
别谈了,打吧,伊朗神权不终结,我睡不着啊
美伊各执一词:特朗普“最终决定”未落地,伊朗驳斥“真假参半”
美国总统特朗普重申强硬立场并称将“作出最终决定”,会后却被曝无果而终;而伊朗方面则坚决否认达成协议,指美方言论“真假参半”,并重申对霍尔木兹海峡的管控权。特朗普称,伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。不过,特朗普口中的“最终决定”并未如期落地。特朗普声称伊朗必须移除或销毁其核材料。
美伊各执一词:特朗普“最终决定”未落地,伊朗驳斥“真假参半”
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杨过爱上黄蓉
杨过爱上黄蓉
·
05-25
意思是特朗普频繁炒股,并没有赚到超出普通人的收益率??🥲
一季度做了3711笔交易!高频交易、先买后吹,这是“白宫股神”特朗普的交易策略
特朗普在2026年前三个月进行了大规模证券交易,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为"非主动委托"的交易,与其公开为相关公司"站台"的时间形成了令人瞩目的重合。
一季度做了3711笔交易!高频交易、先买后吹,这是“白宫股神”特朗普的交易策略
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杨过爱上黄蓉
杨过爱上黄蓉
·
05-25
可惜了,我想看到伊朗政权倒台[冷漠]
美股三大股指期货延续涨势,美、伊已“基本谈妥”和平协议备忘录
该协议将重新开放霍尔木兹海峡。
美股三大股指期货延续涨势,美、伊已“基本谈妥”和平协议备忘录
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杨过爱上黄蓉
杨过爱上黄蓉
·
05-22
不要再谈了,用伊朗能听懂的方式解决问题
消息称伊朗最高领袖下令高浓缩铀不得运往国外,谈判前景再次复杂化
使结束美以对伊朗战争的谈判复杂化。
消息称伊朗最高领袖下令高浓缩铀不得运往国外,谈判前景再次复杂化
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杨过爱上黄蓉
杨过爱上黄蓉
·
05-19
干他个天翻地覆,不要再延期了
特朗普称美方可能不得不对伊朗“再予以一击”
5月19日,美国总统特朗普:我们正在与伊朗进行谈判,我们可能不得不再打击一次伊朗,目前还不确定,伊朗正乞求达成协议。我今天离真正打击伊朗只差一小时,如果没有推迟,现在应该已经打响了。舰船都已装载完毕,我们随时可以开始。
特朗普称美方可能不得不对伊朗“再予以一击”
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left;\">伊朗表示,<strong>今后将更加严厉地处理违反(协议)者,任何“敌对侵略”都将受到“毁灭性回应”。</strong>美国以革命卫队海军对侵犯船只进行对抗为借口,袭击了五个伊朗沿海哨所。</p><p style=\"text-align: left;\">任何违反停火的行为都与伊斯兰堡协议相悖,将使所有正在进行的进程完全停止。</p><p style=\"text-align: left;\">伊朗革命卫队海军指挥部称,美国在中东地区的基地将在未来几天内经历“地狱般的日子”。</p><p style=\"text-align: left;\">据伊朗媒体,伊朗已在科威特和巴林发起联合导弹与无人机行动,以回应美国近期的打击行动。</p><p style=\"text-align: left;\">早前,科威特军方表示,科威特防空系统正应对“敌对”导弹和无人机袭击。</p><p style=\"text-align: left;\">巴林内政部同日在社交媒体上说,警报已拉响,请民众保持冷静并前往最近的安全地点。</p><h3 style=\"text-align: left;\">特朗普威胁伊朗</h3><p style=\"text-align: left;\">当地时间6月27日,特朗普在社媒发文威胁称:<strong>伊朗或将不复存在。</strong></p><blockquote><p style=\"text-align: left;\">“美国战机刚刚打击了伊朗导弹与无人机储存设施以及沿海雷达站点,原因是他们再次违反停火协议。他们很可能永远学不会!终有一刻,我们将不再保持克制,被迫以军事手段完成我们业已成功开启的行动。若真走到那一步,伊朗伊斯兰共和国将不复存在!”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9af0d7ce9186c81cc2474a38db448b4\" data-align=\"center\" tg-width=\"1179\" tg-height=\"880\"/><span></span></p><p style=\"text-align: left;\"><strong>同日,美军再对伊朗发动打击。</strong></p><p style=\"text-align: left;\">美国中央司令部发表声明称,在特朗普指示下,美军对伊朗境内多个目标实施了新一轮打击。</p><p style=\"text-align: left;\">声明称,在美军26日就商船“长悦”号遇袭事件打击伊朗目标后,美方曾给予伊朗履行停火协议的机会,但伊朗军方于美东时间27日凌晨4时30分再次发射单向攻击无人机,击中一艘悬挂巴拿马国旗、载有超过200万桶原油的油轮。</p><p style=\"text-align: left;\">美军表示,此次打击直接回应伊朗持续针对商业航运的袭击,目标包括伊朗军方监视基础设施、通信系统、防空阵地、无人机储存设施以及布雷能力。</p><p style=\"text-align: left;\">声明称,目前霍尔木兹海峡商业船只通行仍在继续,美军将继续保持高度戒备。伊朗方面对此暂无回应。</p><p style=\"text-align: left;\"><strong>以色列方面也准备伺机而动。</strong></p><p style=\"text-align: left;\">以色列总理内塔尼亚胡表示,并未参与伊朗与美国的协议,其有利益需要与华盛顿讨论。<strong>必要时,将进入黎巴嫩,并将在那里采取强有力的行动</strong>。以色列正接近控制加沙地带70%的区域,并包围哈马斯。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=https://www.gelonghui.com/p/5363910><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>停火协议成了空谈。美伊冲突,突然又剑拔弩张。此轮激烈交锋,双方依然是围绕霍尔木兹海峡通航问题的博弈。这也是美伊达成并签署谅解备忘录后,美军首次袭击伊朗。伊朗也强势回应,将果断反击报复。伊朗:打击8处美军设施当地时间28日,伊朗伊斯兰革命卫队表示,将以果断行动回应美方“侵略”。声明称,伊朗革命卫队海军和空军用导弹和无人机,摧毁了位于科威特阿里·萨利姆空军基地和位于巴林的美军第五舰队的8处美军重要...</p>\n\n<a href=\"https://www.gelonghui.com/p/5363910\">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/5d8050a52464b48dca57bb5cff7b2ff1","relate_stocks":{".DJI":"道琼斯","SH":"做空标普500-Proshares","DDM":"2倍做多道指ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","YSPY":"GraniteShares YieldBOOST SPY ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares",".SPX":"S&P 500 Index","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPXU":"三倍做空标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR","SDS":"两倍做空标普500 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","listText":"可惜,没看到伊朗被打死[无语] ","text":"可惜,没看到伊朗被打死[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575364597433264","repostId":"1134158012","repostType":4,"repost":{"id":"1134158012","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":1781431075,"share":"https://www.laohu8.com/m/news/1134158012?lang=zh_CN&edition=full","pubTime":"2026-06-14 17:57","market":"us","language":"zh","title":"伊朗官员透露美伊备忘录草案:伊朗承诺不拥核、开放海峡;美国解冻资产、豁免石油制裁","url":"https://stock-news.laohu8.com/highlight/detail?id=1134158012","media":"老虎资讯综合","summary":"6月14日,据路透社:伊朗高级官员表示,根据与美国达成的备忘录草案,德黑兰同意既不生产也不获取核武器。美国在备忘录草案中同意德黑兰在伊朗境内稀释高浓缩铀库存,具体机制将在未来60天内讨论。根据备忘录草案,美国将在指定期限内豁免对伊朗的石油制裁,允许伊朗出售石油并获得收入。伊朗将立即向所有商船重新开放霍尔木兹海峡,而美国将解除海上封锁。美国同意释放250亿美元的伊朗被冻结资产,释放方式包括直接现金转账、地区国家间的合作以及金融信贷额度。","content":"<html><head></head><body><p>6月14日,据路透社:伊朗高级官员表示,根据与美国达成的备忘录草案,德黑兰同意既不生产也不获取核武器。美国在备忘录草案中同意德黑兰在伊朗境内稀释高浓缩铀库存,具体机制将在未来60天内讨论。根据备忘录草案,美国将在指定期限内豁免对伊朗的石油制裁,允许伊朗出售石油并获得收入。伊朗将立即向所有商船重新开放霍尔木兹海峡,而美国将解除海上封锁。美国同意释放250亿美元的伊朗被冻结资产,释放方式包括直接现金转账、地区国家间的合作以及金融信贷额度。</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>伊朗官员透露美伊备忘录草案:伊朗承诺不拥核、开放海峡;美国解冻资产、豁免石油制裁</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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class=\"h-time\">2026-06-14 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月14日,据路透社:伊朗高级官员表示,根据与美国达成的备忘录草案,德黑兰同意既不生产也不获取核武器。美国在备忘录草案中同意德黑兰在伊朗境内稀释高浓缩铀库存,具体机制将在未来60天内讨论。根据备忘录草案,美国将在指定期限内豁免对伊朗的石油制裁,允许伊朗出售石油并获得收入。伊朗将立即向所有商船重新开放霍尔木兹海峡,而美国将解除海上封锁。美国同意释放250亿美元的伊朗被冻结资产,释放方式包括直接现金转账、地区国家间的合作以及金融信贷额度。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb6b56f9e4bc4ad0d373a38f99a492a6","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134158012","content_text":"6月14日,据路透社:伊朗高级官员表示,根据与美国达成的备忘录草案,德黑兰同意既不生产也不获取核武器。美国在备忘录草案中同意德黑兰在伊朗境内稀释高浓缩铀库存,具体机制将在未来60天内讨论。根据备忘录草案,美国将在指定期限内豁免对伊朗的石油制裁,允许伊朗出售石油并获得收入。伊朗将立即向所有商船重新开放霍尔木兹海峡,而美国将解除海上封锁。美国同意释放250亿美元的伊朗被冻结资产,释放方式包括直接现金转账、地区国家间的合作以及金融信贷额度。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572846290043536,"gmtCreate":1780877375570,"gmtModify":1780883700979,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"美国现在对伊朗的态度,给人的感觉好像是美国求着伊朗签协议,直接干废它不更好吗?又不是没能力🙄","listText":"美国现在对伊朗的态度,给人的感觉好像是美国求着伊朗签协议,直接干废它不更好吗?又不是没能力🙄","text":"美国现在对伊朗的态度,给人的感觉好像是美国求着伊朗签协议,直接干废它不更好吗?又不是没能力🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/572846290043536","repostId":"1117122045","repostType":4,"repost":{"id":"1117122045","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":1780873993,"share":"https://www.laohu8.com/m/news/1117122045?lang=zh_CN&edition=full","pubTime":"2026-06-08 07:13","market":"fut","language":"zh","title":"伊朗时隔两个月再袭以色列","url":"https://stock-news.laohu8.com/highlight/detail?id=1117122045","media":"老虎资讯综合","summary":"美以伊4月8日停火后,伊朗时隔两个月再次向以色列发射过导弹。","content":"<html><head></head><body><p style=\"text-align: left;\">美以伊4月8日停火后,伊朗时隔两个月再次向以色列发射过导弹。</p><p style=\"text-align: left;\">特朗普表示,“我对伊朗的建议是,你们已经发射了导弹,那就够了。接下来应该回到谈判桌,达成协议。”特朗普还表示,他要给以色列总理内塔尼亚胡打电话,告诉他“不要反击”</p><p style=\"text-align: left;\">周一亚太早盘,WTI原油期货价格涨2.98%,报93.235美元/桶。美股期指普跌,道琼斯指数期货跌0.46%,标普500指数期货跌0.50%,纳斯达克100指数期货跌0.62%。</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>伊朗时隔两个月再袭以色列</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伊朗时隔两个月再袭以色列\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-08 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美以伊4月8日停火后,伊朗时隔两个月再次向以色列发射过导弹。</p><p style=\"text-align: left;\">特朗普表示,“我对伊朗的建议是,你们已经发射了导弹,那就够了。接下来应该回到谈判桌,达成协议。”特朗普还表示,他要给以色列总理内塔尼亚胡打电话,告诉他“不要反击”</p><p style=\"text-align: left;\">周一亚太早盘,WTI原油期货价格涨2.98%,报93.235美元/桶。美股期指普跌,道琼斯指数期货跌0.46%,标普500指数期货跌0.50%,纳斯达克100指数期货跌0.62%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffa9c65d69485060af09e7ab316eab5f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117122045","content_text":"美以伊4月8日停火后,伊朗时隔两个月再次向以色列发射过导弹。特朗普表示,“我对伊朗的建议是,你们已经发射了导弹,那就够了。接下来应该回到谈判桌,达成协议。”特朗普还表示,他要给以色列总理内塔尼亚胡打电话,告诉他“不要反击”周一亚太早盘,WTI原油期货价格涨2.98%,报93.235美元/桶。美股期指普跌,道琼斯指数期货跌0.46%,标普500指数期货跌0.50%,纳斯达克100指数期货跌0.62%。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581730289277996","authorId":"3581730289277996","name":"Aledecha","avatar":"https://static.tigerbbs.com/64feeab92f0a4c86ca1bb75fd701e7e0","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3581730289277996","idStr":"3581730289277996"},"content":"美国死人和伊朗死人的后果可不一样啊,不然老早打完伊朗了,特朗普没那个魄力一次解决就只能这样了","text":"美国死人和伊朗死人的后果可不一样啊,不然老早打完伊朗了,特朗普没那个魄力一次解决就只能这样了","html":"美国死人和伊朗死人的后果可不一样啊,不然老早打完伊朗了,特朗普没那个魄力一次解决就只能这样了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572527114007216,"gmtCreate":1780799452062,"gmtModify":1780803917656,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"等我卖了再跌啊[流泪] ","listText":"等我卖了再跌啊[流泪] ","text":"等我卖了再跌啊[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572527114007216","repostId":"2641121518","repostType":4,"repost":{"id":"2641121518","kind":"highlight","pubTimestamp":1780795057,"share":"https://www.laohu8.com/m/news/2641121518?lang=zh_CN&edition=full","pubTime":"2026-06-07 09:17","market":"us","language":"zh","title":"美股史诗级暴跌,接下来怎么办?","url":"https://stock-news.laohu8.com/highlight/detail?id=2641121518","media":"格隆汇","summary":"一夜蒸发2万亿美金!","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2bec08912918567cb679d8823ab69f8\" data-align=\"center\" tg-width=\"1278\" tg-height=\"765\"/><span></span></p><p style=\"text-align: left;\">6月5日,美股迎来史诗级“黑色星期五”!</p><p style=\"text-align: left;\">纳指一夜暴跌4.18%,创2025年4月以来最大单日跌幅;标普500跌幅2.64%,创2025年10月以来最大单日跌幅;当天,恐慌指数VIX飙升超过60%。</p><p style=\"text-align: left;\">AI全产业链成为暴跌重灾区,费城半导体指数跌10.26%,创2020年3月以来最大单日跌幅。</p><p style=\"text-align: left;\">这一夜,<strong>美股总市值整体蒸发约1.75万亿美元,仅半导体板块就损失超1万亿美元!</strong></p><p style=\"text-align: left;\">所有与AI有关的全球科技龙头,无一幸免:</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>暴跌16.74%;</strong></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/MU\">美光科技</a>暴跌13.25%;</strong></p><p style=\"text-align: left;\"><strong>ARM、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(前一日)等芯片巨头,均跌超10%;</strong></p><p style=\"text-align: left;\"><strong>甚至<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>两只逻辑最硬的AI王者,也跌超6%。</strong></p><p style=\"text-align: left;\">黄金主力期货跌-3.35%,4353.9美元/盎司,白银主力期货跌-8.08%,报68.00美元/盎司,均几乎完全回吐今年以来的涨幅。</p><p style=\"text-align: left;\">比特币大跌超5%,盘中一度跌破6万美元关口——这是自2024年10月以来首次失守。</p><p style=\"text-align: left;\">这场暴跌的直接导火索,是美国5月大非农数据的“炸裂”表现,引爆了市场对加息的预期。</p><p style=\"text-align: left;\">但与此同时,还有几个关键因素也被一并点燃。</p><p style=\"text-align: left;\"><strong>01</strong></p><p style=\"text-align: left;\">美国劳工部公布的5月非农数据显著超预期,成为最直接的引爆点。</p><p style=\"text-align: left;\">数据公布前,市场普遍预期美联储将在2026年下半年降息1到2次,甚至最早7月就可能开启降息。但这份极为强劲的就业报告,彻底击碎了降息预期,并让加息预期急剧升温。</p><p style=\"text-align: left;\">非农数据公布后一小时内,市场定价显示:</p><p style=\"text-align: left;\"><strong>9月维持利率不变的概率,从78%降至35%;</strong></p><p style=\"text-align: left;\"><strong>11月加息25个基点的概率,从30%飙升至65%;</strong></p><p style=\"text-align: left;\"><strong>最早10月加息的押注显著增加。</strong></p><p style=\"text-align: left;\">一个直观的信号是:<strong>数据发布后,<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>迅速飙升,重新站上100整数关口,单日大涨0.63%。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a342f11f3641537581a5b9e3e4482b8b\" data-align=\"center\" tg-width=\"1594\" tg-height=\"1464\"/><span></span></p><p style=\"text-align: left;\">对于本就高位的科技股来说,加息预期升温,就是最坏的消息。</p><p style=\"text-align: left;\">科技股的估值,高度依赖未来现金流的折现。而加息会提高折现率,直接压低当前股价,且幅度会很明显:</p><p style=\"text-align: left;\">例如,<strong>一只预期未来10年复合增长20%的AI股票,利率从4%升至5%理论上可使其估值下降15%-20%。</strong></p><p style=\"text-align: left;\">同时,加息意味着企业融资成本上升,可能挤压资本开支(尤其是AI基础设施投资),从而削弱市场对后续景气增速的预期。</p><p style=\"text-align: left;\">此外,无风险利率上升,也会吸引资金从高风险的科技股流向货币市场或短期国债。</p><p style=\"text-align: left;\">此前市场的核心逻辑是:“经济软着陆 + 温和降息 = AI高估值可维持”。</p><p style=\"text-align: left;\">但非农数据表明,经济仍然过热,可能迫使美联储“硬加息”甚至引发衰退。这种预期的逆转,导致投资者不计成本地抛售。</p><p style=\"text-align: left;\"><strong>02</strong></p><p style=\"text-align: left;\">这一轮席卷全球的AI狂潮,泡沫之极端有目共睹。</p><p style=\"text-align: left;\">4月以来,费城半导体指数累计涨幅高达80%,全球市场都弥漫着一种“AI永不眠”的狂热叙事,期间:</p><p style=\"text-align: left;\"><strong>AMD、英特尔、美光、ARM、迈威尔科技、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>等最高涨幅168%、194%,195%,180%、260%、180%、190%。</strong></p><p style=\"text-align: left;\">如果从2025年算起,这些巨头当中有涨幅高达十几倍,甚至几十倍的。</p><p style=\"text-align: left;\">截至5月末,美股市场与AI主题相关的交易占比达42%,交易拥挤度较年初上升137%。</p><p style=\"text-align: left;\"><strong>这些AI科技股的涨幅之极端、交易之拥挤、资金之抱团,甚至超过了2000年互联网泡沫的巅峰水平。</strong></p><p style=\"text-align: left;\">其中,仅<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等七大AI相关科技巨头就拉动标普500指数上涨12个百分点,其余493只成分股几乎没有贡献。</p><p style=\"text-align: left;\">事实上,到5月底至6月初,多种迹象已表明极端情绪到达顶峰:</p><p style=\"text-align: left;\"><strong><em>追踪科技股的杠杆ETF(如TQQQ、SOXL)资金流入创下纪录;</em></strong></p><p style=\"text-align: left;\"><strong><em>期权市场看涨期权持仓量创历史新高;</em></strong></p><p style=\"text-align: left;\"><strong><em>一些看涨杠杆ETF中的散户资金杠杆,已飙升至极致高位。</em></strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对冲基金监测数据显示,5月对冲基金对AI板块的净买入量达到2020年疫情以来的最高水平,多空比高达9:1,接近历史极值。</p><p style=\"text-align: left;\">可以说,在暴跌之前,市场已经处于“一触即溃”的状态。投资者虽然仍在追高,但内心已经开始不安。</p><p style=\"text-align: left;\">这种“恐高症”意味着,一旦出现实质性利空,此前积累的获利盘就会瞬间涌出,形成踩踏。</p><p style=\"text-align: left;\">而5月非农数据的“炸裂”和<a href=\"https://laohu8.com/S/600455\">博通</a>财报的“爆雷”,正是引爆这颗雷的两条关键导火索。</p><p style=\"text-align: left;\"><strong>03</strong></p><p style=\"text-align: left;\">6月4日盘后,博通发布2026财年第二季度财报。</p><p style=\"text-align: left;\">总营收首次突破220亿美元,同比增长47.87%,Non-GAAP净利润121亿美元,同比增+55%,其中AI半导体收入108亿美元,同比增长143%。</p><p style=\"text-align: left;\">从基本面看,这绝对是"标准优等生答卷",营收、利润、AI芯片收入三项增速令人咋舌。</p><p style=\"text-align: left;\">但问题在于,公司给出的第三季度AI芯片销售指引,显著低于分析师平均预期的172亿美元,重申的2027财年1000亿美元AI营收目标,也未能如市场所愿上调。</p><p style=\"text-align: left;\">财报发布前,博通股价对应年化市盈率超81倍,远期市盈率约40倍,显著高于半导体行业历史均值。</p><p style=\"text-align: left;\">支撑这一高估值的逻辑是:市场认为博通的AI半导体收入正在加速增长,管理层必将因此上调全年指引。</p><p style=\"text-align: left;\"><strong>市场早已不再为"增长很快"自动买单,而是追问:增长能不能继续加速?订单能不能更快兑现?</strong></p><p style=\"text-align: left;\">而如今,当博通的"指引上调叙事"被打破,估值失去了锚定依据。</p><p style=\"text-align: left;\">投资者开始怀疑:是不是大型云厂商(<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/META\">Meta</a>)的资本开支已经达到顶峰?</p><p style=\"text-align: left;\">此前“供不应求”的叙事是否正在松动?</p><p style=\"text-align: left;\">而在博通公布财报的同时,还有另一个利空消息传来:</p><p style=\"text-align: left;\"><em>英伟达下一代AI服务器架构“Rubin”由于先进封装产能(CoWoS-L)和HBM4内存供应严重受限,导致顶级版本的HBM内存容量和内存带宽将被迫进行减配,每台NVL72机架的物料与制造成本也从约760万美元降至约680万美元。</em></p><p style=\"text-align: left;\">虽然黄仁勋火速出面"灭火",澄清本次调整并非"削减HBM用量",而是CPU侧SOCAMM模块的短期选择,非永久性硬件降级。但这依然引发了全球存储股暴跌。</p><p style=\"text-align: left;\">核心原因在于,它触及了市场最敏感的预期:"市场过去几周一个最热炒作点,正是押注Rubin平台量产将推升每机架HBM及相关内存价值,从而驱动供应商收入与议价力。</p><p style=\"text-align: left;\"><strong>叙事越简单,负面标题的杀伤力越大。</strong></p><p style=\"text-align: left;\"><strong>一旦出现"容量减半"字眼,市场往往先下调'每柜内存价值'预期,未必能即刻分辨是HBM还是SOCAMM的变动。"</strong></p><p style=\"text-align: left;\">在这个估值切换窗口,任何可能挑战"每柜内存价值不断增长"叙事的信息都会引发剧烈波动。</p><p style=\"text-align: left;\">而减配本身,就是一种“需求不及预期”的信号提醒。</p><p style=\"text-align: left;\">这也是为什么美光科技的股价反应最激烈——它既是传统DRAM供应商,也是AI服务器内存升级的最大受惠者;</p><p style=\"text-align: left;\">市场给它的高估值中,相当部分来自于"AI内存不再只是周期性品种"的重估。如果Rubin每机架系统内存价值下降,这种重估的合理性就受到了挑战。</p><p style=\"text-align: left;\">单独看,博通指引不及预期或英伟达减配或许都只是短期扰动。</p><p style=\"text-align: left;\">但两者在同一天前后发生,叠加非农数据“爆冷”,就形成了强烈的“多重利空确认”效应。投资者也瞬间从“AI狂热”切换到“AI悲观”。</p><p style=\"text-align: left;\"><strong>04</strong></p><p style=\"text-align: left;\">天量资金的抽离,是另一条同样分量很重的导火索。</p><p style=\"text-align: left;\">这些资金,不仅有因为美联储加息升温刺激美债、美元指数飙升引发的避险资金大规模离场,更有下周即将开启的超级IPO和科技巨头募资潮引发的资金抽离。</p><p style=\"text-align: left;\">市场消息确认,估值高达1.77万亿美元的SpaceX计划在下周(6月8日-12日当周)进行IPO,预计募资规模高达750亿美元。</p><p style=\"text-align: left;\"><strong>目前,SpaceX的IPO已经获得了超过2倍的认购,即超过了1500亿美元。</strong></p><p style=\"text-align: left;\"><strong>随着时间推进,认购规模必然还会进一步扩大。</strong></p><p style=\"text-align: left;\"><strong>而这才刚刚开始,后面还有OpenAI和Anthropic的IPO,如果也出现2~3倍以上的超额认购。</strong></p><p style=\"text-align: left;\"><strong>如果按三巨头均实现2倍以上的热烈认购计算,合计募资可能高达3000~4000亿美元!</strong></p><p style=\"text-align: left;\">如此巨额的募资,意味着将有千亿美元级别的资金从二级市场流向一级市场(认购新股)。</p><p style=\"text-align: left;\">而为了准备申购资金,机构投资者往往需要提前数日减持流动性最好的大盘科技股——这正是6月5日发生的。</p><p style=\"text-align: left;\">数据显示,仅6月5日当天,美国股市资金净流出额创下2020年3月以来新高。其中,科技板块ETF(如XLK、VGT)单日流出超过120亿美元。与此同时,货币市场基金获得380亿美元净流入,显示资<a href=\"https://laohu8.com/S/002470\">金正大</a>规模“逃向现金”。</p><p style=\"text-align: left;\">另外,还有另一些不可小看的抽血泵。</p><p style=\"text-align: left;\">目前<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>已经宣布分三步完成总额800亿美元的债券融资,主要用于AI基础设施和股票回购。</p><p style=\"text-align: left;\">Meta近期也正在酝酿启动一笔250亿美元的公司债发行,用于补充大规模AI投入导致的流动性缺口。</p><p style=\"text-align: left;\">这些迹象都再说明,科技巨头们的自有现金流已经出现承压,需要从市场大规模抽血,以维持业务扩张。</p><p style=\"text-align: left;\"><strong>一个直观的横向比较是:2025年美联储全年通过缩表回笼的流动性约为7200亿美元;而这些科技巨头们在6月的IPO募资和发债融资,就超过了2000亿美元。</strong></p><p style=\"text-align: left;\">虽然这些融资行为不完全是从二级市场“抽血”,但它们会吸纳大量的市场资金(包括机构、养老基金、主权基金等)。</p><p style=\"text-align: left;\">这足可以给美股市场带来重大流动性压力。</p><p style=\"text-align: left;\"><strong>05</strong></p><p style=\"text-align: left;\">这一波暴跌,可以看作是一次对美股尤其AI叙事的“压力测试”集中考验。</p><p style=\"text-align: left;\"><strong>它并不是在否定AI产业的长期方向,而是在狠狠敲打此前市场过度乐观的定价方式。</strong></p><p style=\"text-align: left;\"><strong>暴跌的本质,不是AI产业出了问题,而是市场此前给AI板块的定价,隐含了太多过于完美的假设——完美的需求增长、完美的毛利率、完美的利率环境、完美的融资便利。</strong></p><p style=\"text-align: left;\">当这些假设中的任何一个出现松动,整个估值体系就需要重新校准。</p><p style=\"text-align: left;\">从历史经验看,任何一个大的产业趋势,在早期都会经历若干次“泡沫化-修正-再出发”的循环。</p><p style=\"text-align: left;\">2000年前后的互联网也是,真正有生命力的公司(如<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>)在泡沫破裂后跌去了90%以上,但后续仍然走了出来。</p><p style=\"text-align: left;\">当前AI与当年互联网的不同之处在于:核心玩家(如英伟达、微软、谷歌)已经有真实的巨额收入和现金流支撑,而非纯概念炒作。</p><p style=\"text-align: left;\"><strong>因此,这一轮调整更可能是一次估值消化,而非产业逻辑的证伪。</strong></p><p style=\"text-align: left;\">当然,这并不意味着所有AI相关股票都会“V型反转”。</p><p style=\"text-align: left;\">恰恰相反,<strong>暴跌之后的分化会非常剧烈。</strong></p><p style=\"text-align: left;\">那些靠蹭概念、没有实质订单、没有技术壁垒的公司,很可能再也回不到高点;</p><p style=\"text-align: left;\">而真正在产业链中拥有定价权、现金流强劲、客户粘性高的公司,在消化完估值后,仍然会随着产业的持续增长而创出新高。</p><p style=\"text-align: left;\">对于投资者而言,最重要的不是去判断“明天会不会继续跌”,而是区分清楚两件事:<strong>你持有的是一家真正在创造价值的公司,还是一个被情绪吹起来的泡沫?</strong></p><p style=\"text-align: left;\">前者的下跌,在长期视角下是机会;后者的下跌,则是趋势逆转的信号。</p><p style=\"text-align: left;\">另外,宏观环境的变化也不可忽视。</p><p style=\"text-align: left;\">加息预期的升温,意味着所有成长股的估值“锚”都变了。</p><p style=\"text-align: left;\"><strong>即便AI产业照常发展,市场愿意给的市盈率倍数也可能系统性下移。</strong></p><p style=\"text-align: left;\"><strong>这意味着,即便公司基本面不变,股价也可能需要更长时间来消化利率上升带来的折价。</strong></p><p style=\"text-align: left;\">这不是AI独有的问题,而是整个成长股板块共同面对的新现实。</p><p style=\"text-align: left;\"><strong>06</strong></p><p style=\"text-align: left;\"><strong>结语</strong></p><p style=\"text-align: left;\">总的来说,这一波暴跌,更像是一场必要的“降温”。</p><p style=\"text-align: left;\">它让市场从“闭着眼睛买AI都能赚钱”的非理性状态,回到“需要认真分辨好坏”的正常轨道。</p><p style=\"text-align: left;\">对于长期看好AI产业的投资者,这不是撤离的信号,而是重新审视持仓、去芜存菁的时机。</p><p style=\"text-align: left;\">对于整个市场,这也不是牛市的终结,而是一次结构性的换挡——从“讲故事”换挡到“看业绩”,从“博弹性”换挡到“比耐力”。</p></body></html>","source":"gelonghui_highlight","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>美股史诗级暴跌,接下来怎么办?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股史诗级暴跌,接下来怎么办?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-07 09:17 北京时间 <a href=https://www.gelonghui.com/p/5089209><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月5日,美股迎来史诗级“黑色星期五”!纳指一夜暴跌4.18%,创2025年4月以来最大单日跌幅;标普500跌幅2.64%,创2025年10月以来最大单日跌幅;当天,恐慌指数VIX飙升超过60%。AI全产业链成为暴跌重灾区,费城半导体指数跌10.26%,创2020年3月以来最大单日跌幅。这一夜,美股总市值整体蒸发约1.75万亿美元,仅半导体板块就损失超1万亿美元!所有与AI有关的全球科技龙头,...</p>\n\n<a href=\"https://www.gelonghui.com/p/5089209\">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/96397284bca15588cca0e72a19b62c5a","relate_stocks":{"LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA 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P类港元","BK4526":"热门中概股"},"source_url":"https://www.gelonghui.com/p/5089209","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2641121518","content_text":"6月5日,美股迎来史诗级“黑色星期五”!纳指一夜暴跌4.18%,创2025年4月以来最大单日跌幅;标普500跌幅2.64%,创2025年10月以来最大单日跌幅;当天,恐慌指数VIX飙升超过60%。AI全产业链成为暴跌重灾区,费城半导体指数跌10.26%,创2020年3月以来最大单日跌幅。这一夜,美股总市值整体蒸发约1.75万亿美元,仅半导体板块就损失超1万亿美元!所有与AI有关的全球科技龙头,无一幸免:迈威尔科技暴跌16.74%;美光科技暴跌13.25%;ARM、英特尔、高通、AMD、博通(前一日)等芯片巨头,均跌超10%;甚至英伟达、台积电两只逻辑最硬的AI王者,也跌超6%。黄金主力期货跌-3.35%,4353.9美元/盎司,白银主力期货跌-8.08%,报68.00美元/盎司,均几乎完全回吐今年以来的涨幅。比特币大跌超5%,盘中一度跌破6万美元关口——这是自2024年10月以来首次失守。这场暴跌的直接导火索,是美国5月大非农数据的“炸裂”表现,引爆了市场对加息的预期。但与此同时,还有几个关键因素也被一并点燃。01美国劳工部公布的5月非农数据显著超预期,成为最直接的引爆点。数据公布前,市场普遍预期美联储将在2026年下半年降息1到2次,甚至最早7月就可能开启降息。但这份极为强劲的就业报告,彻底击碎了降息预期,并让加息预期急剧升温。非农数据公布后一小时内,市场定价显示:9月维持利率不变的概率,从78%降至35%;11月加息25个基点的概率,从30%飙升至65%;最早10月加息的押注显著增加。一个直观的信号是:数据发布后,美元指数迅速飙升,重新站上100整数关口,单日大涨0.63%。对于本就高位的科技股来说,加息预期升温,就是最坏的消息。科技股的估值,高度依赖未来现金流的折现。而加息会提高折现率,直接压低当前股价,且幅度会很明显:例如,一只预期未来10年复合增长20%的AI股票,利率从4%升至5%理论上可使其估值下降15%-20%。同时,加息意味着企业融资成本上升,可能挤压资本开支(尤其是AI基础设施投资),从而削弱市场对后续景气增速的预期。此外,无风险利率上升,也会吸引资金从高风险的科技股流向货币市场或短期国债。此前市场的核心逻辑是:“经济软着陆 + 温和降息 = AI高估值可维持”。但非农数据表明,经济仍然过热,可能迫使美联储“硬加息”甚至引发衰退。这种预期的逆转,导致投资者不计成本地抛售。02这一轮席卷全球的AI狂潮,泡沫之极端有目共睹。4月以来,费城半导体指数累计涨幅高达80%,全球市场都弥漫着一种“AI永不眠”的狂热叙事,期间:AMD、英特尔、美光、ARM、迈威尔科技、戴尔、闪迪等最高涨幅168%、194%,195%,180%、260%、180%、190%。如果从2025年算起,这些巨头当中有涨幅高达十几倍,甚至几十倍的。截至5月末,美股市场与AI主题相关的交易占比达42%,交易拥挤度较年初上升137%。这些AI科技股的涨幅之极端、交易之拥挤、资金之抱团,甚至超过了2000年互联网泡沫的巅峰水平。其中,仅苹果、英伟达、微软等七大AI相关科技巨头就拉动标普500指数上涨12个百分点,其余493只成分股几乎没有贡献。事实上,到5月底至6月初,多种迹象已表明极端情绪到达顶峰:追踪科技股的杠杆ETF(如TQQQ、SOXL)资金流入创下纪录;期权市场看涨期权持仓量创历史新高;一些看涨杠杆ETF中的散户资金杠杆,已飙升至极致高位。摩根士丹利对冲基金监测数据显示,5月对冲基金对AI板块的净买入量达到2020年疫情以来的最高水平,多空比高达9:1,接近历史极值。可以说,在暴跌之前,市场已经处于“一触即溃”的状态。投资者虽然仍在追高,但内心已经开始不安。这种“恐高症”意味着,一旦出现实质性利空,此前积累的获利盘就会瞬间涌出,形成踩踏。而5月非农数据的“炸裂”和博通财报的“爆雷”,正是引爆这颗雷的两条关键导火索。036月4日盘后,博通发布2026财年第二季度财报。总营收首次突破220亿美元,同比增长47.87%,Non-GAAP净利润121亿美元,同比增+55%,其中AI半导体收入108亿美元,同比增长143%。从基本面看,这绝对是\"标准优等生答卷\",营收、利润、AI芯片收入三项增速令人咋舌。但问题在于,公司给出的第三季度AI芯片销售指引,显著低于分析师平均预期的172亿美元,重申的2027财年1000亿美元AI营收目标,也未能如市场所愿上调。财报发布前,博通股价对应年化市盈率超81倍,远期市盈率约40倍,显著高于半导体行业历史均值。支撑这一高估值的逻辑是:市场认为博通的AI半导体收入正在加速增长,管理层必将因此上调全年指引。市场早已不再为\"增长很快\"自动买单,而是追问:增长能不能继续加速?订单能不能更快兑现?而如今,当博通的\"指引上调叙事\"被打破,估值失去了锚定依据。投资者开始怀疑:是不是大型云厂商(谷歌、微软、Meta)的资本开支已经达到顶峰?此前“供不应求”的叙事是否正在松动?而在博通公布财报的同时,还有另一个利空消息传来:英伟达下一代AI服务器架构“Rubin”由于先进封装产能(CoWoS-L)和HBM4内存供应严重受限,导致顶级版本的HBM内存容量和内存带宽将被迫进行减配,每台NVL72机架的物料与制造成本也从约760万美元降至约680万美元。虽然黄仁勋火速出面\"灭火\",澄清本次调整并非\"削减HBM用量\",而是CPU侧SOCAMM模块的短期选择,非永久性硬件降级。但这依然引发了全球存储股暴跌。核心原因在于,它触及了市场最敏感的预期:\"市场过去几周一个最热炒作点,正是押注Rubin平台量产将推升每机架HBM及相关内存价值,从而驱动供应商收入与议价力。叙事越简单,负面标题的杀伤力越大。一旦出现\"容量减半\"字眼,市场往往先下调'每柜内存价值'预期,未必能即刻分辨是HBM还是SOCAMM的变动。\"在这个估值切换窗口,任何可能挑战\"每柜内存价值不断增长\"叙事的信息都会引发剧烈波动。而减配本身,就是一种“需求不及预期”的信号提醒。这也是为什么美光科技的股价反应最激烈——它既是传统DRAM供应商,也是AI服务器内存升级的最大受惠者;市场给它的高估值中,相当部分来自于\"AI内存不再只是周期性品种\"的重估。如果Rubin每机架系统内存价值下降,这种重估的合理性就受到了挑战。单独看,博通指引不及预期或英伟达减配或许都只是短期扰动。但两者在同一天前后发生,叠加非农数据“爆冷”,就形成了强烈的“多重利空确认”效应。投资者也瞬间从“AI狂热”切换到“AI悲观”。04天量资金的抽离,是另一条同样分量很重的导火索。这些资金,不仅有因为美联储加息升温刺激美债、美元指数飙升引发的避险资金大规模离场,更有下周即将开启的超级IPO和科技巨头募资潮引发的资金抽离。市场消息确认,估值高达1.77万亿美元的SpaceX计划在下周(6月8日-12日当周)进行IPO,预计募资规模高达750亿美元。目前,SpaceX的IPO已经获得了超过2倍的认购,即超过了1500亿美元。随着时间推进,认购规模必然还会进一步扩大。而这才刚刚开始,后面还有OpenAI和Anthropic的IPO,如果也出现2~3倍以上的超额认购。如果按三巨头均实现2倍以上的热烈认购计算,合计募资可能高达3000~4000亿美元!如此巨额的募资,意味着将有千亿美元级别的资金从二级市场流向一级市场(认购新股)。而为了准备申购资金,机构投资者往往需要提前数日减持流动性最好的大盘科技股——这正是6月5日发生的。数据显示,仅6月5日当天,美国股市资金净流出额创下2020年3月以来新高。其中,科技板块ETF(如XLK、VGT)单日流出超过120亿美元。与此同时,货币市场基金获得380亿美元净流入,显示资金正大规模“逃向现金”。另外,还有另一些不可小看的抽血泵。目前谷歌已经宣布分三步完成总额800亿美元的债券融资,主要用于AI基础设施和股票回购。Meta近期也正在酝酿启动一笔250亿美元的公司债发行,用于补充大规模AI投入导致的流动性缺口。这些迹象都再说明,科技巨头们的自有现金流已经出现承压,需要从市场大规模抽血,以维持业务扩张。一个直观的横向比较是:2025年美联储全年通过缩表回笼的流动性约为7200亿美元;而这些科技巨头们在6月的IPO募资和发债融资,就超过了2000亿美元。虽然这些融资行为不完全是从二级市场“抽血”,但它们会吸纳大量的市场资金(包括机构、养老基金、主权基金等)。这足可以给美股市场带来重大流动性压力。05这一波暴跌,可以看作是一次对美股尤其AI叙事的“压力测试”集中考验。它并不是在否定AI产业的长期方向,而是在狠狠敲打此前市场过度乐观的定价方式。暴跌的本质,不是AI产业出了问题,而是市场此前给AI板块的定价,隐含了太多过于完美的假设——完美的需求增长、完美的毛利率、完美的利率环境、完美的融资便利。当这些假设中的任何一个出现松动,整个估值体系就需要重新校准。从历史经验看,任何一个大的产业趋势,在早期都会经历若干次“泡沫化-修正-再出发”的循环。2000年前后的互联网也是,真正有生命力的公司(如亚马逊)在泡沫破裂后跌去了90%以上,但后续仍然走了出来。当前AI与当年互联网的不同之处在于:核心玩家(如英伟达、微软、谷歌)已经有真实的巨额收入和现金流支撑,而非纯概念炒作。因此,这一轮调整更可能是一次估值消化,而非产业逻辑的证伪。当然,这并不意味着所有AI相关股票都会“V型反转”。恰恰相反,暴跌之后的分化会非常剧烈。那些靠蹭概念、没有实质订单、没有技术壁垒的公司,很可能再也回不到高点;而真正在产业链中拥有定价权、现金流强劲、客户粘性高的公司,在消化完估值后,仍然会随着产业的持续增长而创出新高。对于投资者而言,最重要的不是去判断“明天会不会继续跌”,而是区分清楚两件事:你持有的是一家真正在创造价值的公司,还是一个被情绪吹起来的泡沫?前者的下跌,在长期视角下是机会;后者的下跌,则是趋势逆转的信号。另外,宏观环境的变化也不可忽视。加息预期的升温,意味着所有成长股的估值“锚”都变了。即便AI产业照常发展,市场愿意给的市盈率倍数也可能系统性下移。这意味着,即便公司基本面不变,股价也可能需要更长时间来消化利率上升带来的折价。这不是AI独有的问题,而是整个成长股板块共同面对的新现实。06结语总的来说,这一波暴跌,更像是一场必要的“降温”。它让市场从“闭着眼睛买AI都能赚钱”的非理性状态,回到“需要认真分辨好坏”的正常轨道。对于长期看好AI产业的投资者,这不是撤离的信号,而是重新审视持仓、去芜存菁的时机。对于整个市场,这也不是牛市的终结,而是一次结构性的换挡——从“讲故事”换挡到“看业绩”,从“博弹性”换挡到“比耐力”。","news_type":1,"symbols_score_info":{"NQmain":2,"VIXY":0.6,"SPYB":0.6,"SVIX":0.6,".DJI":2,"OEF":0.6,"TVIX":1.84,"VIX":2,"QQQ":2,"03145":0.6,"YMmain":2,"ESmain":2,"SVXY":0.6,"SPYI":0.6,".SPX":2,"VIXmain":2,"VXX":2,"SQQQ":2,"UVIX":0.6,"UVXY":0.6,".IXIC":2,"TQQQ":2,"AMDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571427972639088,"gmtCreate":1780533040474,"gmtModify":1780536914365,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"美众议院真蠢","listText":"美众议院真蠢","text":"美众议院真蠢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571427972639088","repostId":"1107602845","repostType":4,"repost":{"id":"1107602845","kind":"news","pubTimestamp":1780524696,"share":"https://www.laohu8.com/m/news/1107602845?lang=zh_CN&edition=full","pubTime":"2026-06-04 06:11","market":"us","language":"zh","title":"美众议院通过决议,限制特朗普对伊动武权力","url":"https://stock-news.laohu8.com/highlight/detail?id=1107602845","media":"央视新闻客户端","summary":"当地时间3日,美国国会众议院通过一项决议,旨在限制美国总统特朗普对伊朗动武的权力,要求特朗普结束对伊朗的军事行动。美国众议院当日以215票对208票通过了一项由民主党主导的决议,要求特朗普政府停止对伊朗的军事行动,除非获得国会授权。据悉,该决议并不能强制特朗普彻底结束军事行动,而更多是具有一种象征意义,因为该法案仍需经过共和党占多数席位的参议院审议,且特朗普也可在法案签署阶段将其否决。","content":"<html><head></head><body><p style=\"text-align: justify;\">当地时间3日,美国国会众议院通过一项决议,旨在限制美国总统特朗普对伊朗动武的权力,要求特朗普结束对伊朗的军事行动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e422869bfd9efe41f3ce0e320ce02769\" tg-width=\"2048\" tg-height=\"1366\"/></p><p style=\"text-align: justify;\">美国众议院当日以215票对208票通过了一项由民主党主导的决议,要求特朗普政府停止对伊朗的军事行动,除非获得国会授权。</p><p style=\"text-align: justify;\">据悉,该决议并不能强制特朗普彻底结束军事行动,而更多是具有一种象征意义,因为该法案仍需经过共和党占多数席位的参议院审议,且特朗普也可在法案签署阶段将其否决。</p></body></html>","source":"lsy1568181200495","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美众议院通过决议,限制特朗普对伊动武权力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-04 06:11 北京时间 <a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1780522242575&item_id=16440958185996130123&channelId=1119><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间3日,美国国会众议院通过一项决议,旨在限制美国总统特朗普对伊朗动武的权力,要求特朗普结束对伊朗的军事行动。美国众议院当日以215票对208票通过了一项由民主党主导的决议,要求特朗普政府停止对伊朗的军事行动,除非获得国会授权。据悉,该决议并不能强制特朗普彻底结束军事行动,而更多是具有一种象征意义,因为该法案仍需经过共和党占多数席位的参议院审议,且特朗普也可在法案签署阶段将其否决。</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1780522242575&item_id=16440958185996130123&channelId=1119\">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/e422869bfd9efe41f3ce0e320ce02769","relate_stocks":{"SDS":"两倍做空标普500 ETF-ProShares","DIA":"道琼斯ETF","QQQX":"Nuveen NASDAQ 100 Dynamic Overwrite","VOO":"Vanguard标普500ETF",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","03086":"华夏纳指","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","YSPY":"GraniteShares YieldBOOST SPY 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ETN"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&t=1780522242575&item_id=16440958185996130123&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107602845","content_text":"当地时间3日,美国国会众议院通过一项决议,旨在限制美国总统特朗普对伊朗动武的权力,要求特朗普结束对伊朗的军事行动。美国众议院当日以215票对208票通过了一项由民主党主导的决议,要求特朗普政府停止对伊朗的军事行动,除非获得国会授权。据悉,该决议并不能强制特朗普彻底结束军事行动,而更多是具有一种象征意义,因为该法案仍需经过共和党占多数席位的参议院审议,且特朗普也可在法案签署阶段将其否决。","news_type":1,"symbols_score_info":{"03086":0.6,"07266":0.6,"SPYQ":0.6,"09086":0.6,"DOG":0.6,"GPIQ":0.6,"QQQM":0.6,"SPXL":0.6,"SPYU":0.6,"UDOW":0.6,"IVV":0.6,"SH":0.6,".SPX":2,"PSQ":0.6,"NDX":2,"SQQQ":0.6,"07261":0.6,"DDM":0.6,"TQQY":0.6,"QQQX":0.6,"QMAR":0.6,"SPUU":0.6,"SPXS":0.6,"SDOW":0.6,"SPY":0.6,"SMAX":0.6,"07568":0.6,"MMAX":0.6,"QDEC":0.6,"QLD":0.6,"03455":0.6,"DXD":0.6,"VOO":0.6,"SPXU":0.6,".DJI":2,"SPYM":0.6,"DMAX":0.6,"07522":0.6,"TQQQ":0.6,"SSO":0.6,"03034":0.6,"HIBL":0.6,"SDS":0.6,"SPDN":0.6,"09834":0.6,"NJUL":0.6,".IXIC":2,"DIA":0.6,"02834":0.6,"UPRO":0.6,"YSPY":0.6,"QID":0.6,"NOCT":0.6,"NJAN":0.6,"SPYH":0.6,"QQQ":0.6,"NAPR":0.6}},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569743656314352,"gmtCreate":1780101858958,"gmtModify":1780104360663,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"别谈了,打吧,伊朗神权不终结,我睡不着啊","listText":"别谈了,打吧,伊朗神权不终结,我睡不着啊","text":"别谈了,打吧,伊朗神权不终结,我睡不着啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569743656314352","repostId":"1131457248","repostType":4,"repost":{"id":"1131457248","kind":"news","pubTimestamp":1780096341,"share":"https://www.laohu8.com/m/news/1131457248?lang=zh_CN&edition=full","pubTime":"2026-05-30 07:12","market":"us","language":"zh","title":"美伊各执一词:特朗普“最终决定”未落地,伊朗驳斥“真假参半”","url":"https://stock-news.laohu8.com/highlight/detail?id=1131457248","media":"央视新闻客户端","summary":"美国总统特朗普重申强硬立场并称将“作出最终决定”,会后却被曝无果而终;而伊朗方面则坚决否认达成协议,指美方言论“真假参半”,并重申对霍尔木兹海峡的管控权。特朗普称,伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。不过,特朗普口中的“最终决定”并未如期落地。特朗普声称伊朗必须移除或销毁其核材料。","content":"<html><head></head><body><p style=\"text-align: left;\">当地时间5月29日,围绕美伊谅解备忘录的博弈持续升温。美国总统特朗普重申强硬立场并称将“作出最终决定”,会后却被曝无果而终;而伊朗方面则坚决否认达成协议,指美方言论“真假参半”,并重申对霍尔木兹海峡的管控权。</p><p style=\"text-align: left;\">专家指出,双方各执一词并非沟通不畅,而是旨在争夺谈判道德高地的“战略模糊”博弈,这一僵局恐怕将持续到最后一刻。</p><p style=\"text-align: left;\"><strong>特朗普被曝推迟就伊朗相关协议作最终决定</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7362f6c4667a46f31049e9cf052d7e7\" data-align=\"center\" tg-width=\"1024\" tg-height=\"683\"/><span>△特朗普(资料图)</span></p><p style=\"text-align: justify;\">当地时间5月29日,美国总统特朗普在社交媒体发文重申美国对伊朗谈判的立场,并称“我现正前往战情室开会,以作出最终决定”。特朗普说,伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即双向开放,免收通行费,允许航运交通不受限制地运行,所有水雷都需被清除。他还说,美国海军对霍尔木兹海峡的封锁即将解除,被困在海峡内的船只可以开始“踏上归途”了。</p><p style=\"text-align: justify;\">特朗普称,伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。美国将与伊朗以及国际原子能机构紧密协调、通力合作,共同完成这一销毁工作。他还说,在另行通知之前,美伊将不进行任何资金往来,并称双方已就“其他一些重要性远不及上述(问题)的事项”达成一致。</p><p style=\"text-align: justify;\">不过,特朗普口中的“最终决定”并未如期落地。当天晚些时候,一名不愿透露姓名的政府高级官员表示,<strong>特朗普当天在白宫战情室同其助手们的会议持续约两个小时,但并未就与伊朗的协议作出“最终决定”</strong>。</p><p style=\"text-align: left;\"><strong>美军称将在霍尔木兹海峡附近开展军事行动</strong></p><p style=\"text-align: justify;\">与此同时,美军也在霍尔木兹海峡方向持续施压。29日,美国中央司令部警告称,将在霍尔木兹海峡附近开展军事行动,并以自卫名义打击参与或支持布设水雷的船只。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6636a83425a51883c446e98e208dc7ce\" data-align=\"center\" tg-width=\"1024\" tg-height=\"683\"/><span>△霍尔木兹海峡(资料图)</span></p><p style=\"text-align: justify;\">美国中央司令部通过联合海事信息中心发布通告称,伊朗仍在试图阻碍霍尔木兹海峡的扫雷行动和安全通航,任何被发现参与布雷活动的船只都可能成为美军打击目标。</p><p style=\"text-align: justify;\">与此同时,美军表示仍在执行针对伊朗的海上封锁措施。截至5月29日,已迫使115艘商业船只改变航向。</p><p style=\"text-align: left;\"><strong>知情人士:伊朗尚未就伊美协议作出最终决定</strong></p><p style=\"text-align: justify;\">然而,伊朗方面随即对特朗普的表态予以驳斥。29日,伊朗方面消息称,知情人士表示,<strong>与美国的协议文本正处于伊朗国内审批的最后阶段,伊方尚未作出最终决定。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29b06efca8c637c58be70ad83d82c3af\" data-align=\"center\" tg-width=\"1024\" tg-height=\"683\"/><span>△德黑兰(资料图)</span></p><p style=\"text-align: justify;\">知情人士驳斥了美国总统特朗普关于可能与伊朗达成协议的言论,称其“真假参半”,试图描绘一场捏造的胜利。“几乎所有人都已清楚,这些说法缺乏可信度。”据悉,特朗普对协议要点的“歪曲”主要体现在两个方面。</p><ul><li><p style=\"text-align: left;\"><strong>一是霍尔木兹海峡。</strong>特朗普声称伊朗有义务无偿开放霍尔木兹海峡,但协议文本并无此类条款。伊朗强调,封锁解除后将根据预先商定的安排开放海峡。这些安排可能包括对船只进行监控、检查、提供服务以及确保安全。</p></li><li><p style=\"text-align: left;\"><strong>二是核材料。</strong>特朗普声称伊朗必须移除或销毁其核材料。但知情人士强调,谅解备忘录中不仅没有此类内容,而且这种说法毫无根据。</p></li></ul><p style=\"text-align: justify;\">知情人士称,特朗普忽略了协议中的一些关键条款,比如美国必须立即解冻伊朗被冻结资产中的120亿美元。这是特朗普没有提及的,却是协议最重要的条款之一。且根据协议文本,在这笔款项解冻前,伊朗不会进入任何后续谈判阶段。另一关键条款是根据黎巴嫩真主党的立场,各方在黎巴嫩实现全面停火。</p><p style=\"text-align: left;\"><strong>伊朗外交部:伊美交流仍在继续 尚未达成最终共识</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ca5898adb7461d618017235edd809c9\" data-align=\"center\" tg-width=\"1024\" tg-height=\"654\"/><span>△伊朗外交部发言人巴加埃(资料图)</span></p><p style=\"text-align: justify;\">29日晚,伊朗外交部发言人巴加埃也就相关表态作出回应。<strong>伊朗与美国之间的交流仍在继续,但尚未达成最终共识。</strong>巴加埃还表示,西方任何一方在谈论伊朗时,都不能使用“必须”这种语言。伊朗只会根据伊朗人民的利益和权利自行做决定。</p><p style=\"text-align: justify;\">巴加埃发表声明说,<strong>要看美方“是会真正履行承诺,还是仅仅作秀”</strong>。美方如果真的履行承诺,那就意味着要停止几周前开始的非法活动。美方所谓“海上封锁”从一开始就是非法行为,既违反停火协议,也阻碍国际航行自由。</p><p style=\"text-align: left;\"><strong>伊朗重申对霍尔木兹海峡的管控</strong></p><p style=\"text-align: justify;\"><strong>除了对协议文本的分歧,伊朗方面还在同一天进一步强调了其对霍尔木兹海峡的实际控制权。</strong>29日,伊朗议会国家安全与外交政策委员会发言人雷扎伊在社交媒体表示,伊朗对霍尔木兹海峡的控制是世界公认的事实,各国只需获得许可、缴纳费用,并在伊朗海军的引导下,船只即可通过。</p><p style=\"text-align: justify;\">伊朗外交部发言人巴加埃当天也在声明中提及霍尔木兹海峡,强调伊朗和阿曼作为沿岸国的管理责任。“我们面临着一个不容忽视的特殊情况。伊朗和阿曼作为两个负责任的国家,当然必须采取相关机制,既要保护自身作为沿岸国的利益和安全,又要向国际社会保证这一航道的航运安全。这一点毋庸置疑。”</p><p style=\"text-align: left;\"><strong>专家:美伊“战略模糊”博弈恐将持续到最后一刻</strong></p><p style=\"text-align: justify;\">在此轮最新博弈之前,28日,美国官员和消息人士还表示,美伊谈判代表已就谅解备忘录达成一致,以延长停火和启动有关伊朗核计划的谈判,但美国总统特朗普尚未最终批准该谅解备忘录,伊朗方面也没有确认接受。</p><p style=\"text-align: justify;\">专家表示,美伊围绕谅解备忘录的反复拉扯,并非沟通不畅,而是双方的“战略模糊”博弈。双方本质上都想占据谈判的道德高地:美国要显得有诚意、是伊朗在反复;伊朗则表现不屈服于压力,一切还可再谈。这场模糊博弈恐怕将持续到最后一刻。</p><p style=\"text-align: left;\"><br/></p></body></html>","source":"lsy1568181200495","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\" 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margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美伊各执一词:特朗普“最终决定”未落地,伊朗驳斥“真假参半”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-30 07:12 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2520232347224979178&toc_style_id=feeds_default&track_id=2EC1894A-94B8-4049-9A90-36C8DBBD2ACF_801788982052&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间5月29日,围绕美伊谅解备忘录的博弈持续升温。美国总统特朗普重申强硬立场并称将“作出最终决定”,会后却被曝无果而终;而伊朗方面则坚决否认达成协议,指美方言论“真假参半”,并重申对霍尔木兹海峡的管控权。专家指出,双方各执一词并非沟通不畅,而是旨在争夺谈判道德高地的“战略模糊”博弈,这一僵局恐怕将持续到最后一刻。特朗普被曝推迟就伊朗相关协议作最终决定△特朗普(资料图)当地时间5月29日,美国...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2520232347224979178&toc_style_id=feeds_default&track_id=2EC1894A-94B8-4049-9A90-36C8DBBD2ACF_801788982052&share_to=copy_url\">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/b7362f6c4667a46f31049e9cf052d7e7","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2520232347224979178&toc_style_id=feeds_default&track_id=2EC1894A-94B8-4049-9A90-36C8DBBD2ACF_801788982052&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131457248","content_text":"当地时间5月29日,围绕美伊谅解备忘录的博弈持续升温。美国总统特朗普重申强硬立场并称将“作出最终决定”,会后却被曝无果而终;而伊朗方面则坚决否认达成协议,指美方言论“真假参半”,并重申对霍尔木兹海峡的管控权。专家指出,双方各执一词并非沟通不畅,而是旨在争夺谈判道德高地的“战略模糊”博弈,这一僵局恐怕将持续到最后一刻。特朗普被曝推迟就伊朗相关协议作最终决定△特朗普(资料图)当地时间5月29日,美国总统特朗普在社交媒体发文重申美国对伊朗谈判的立场,并称“我现正前往战情室开会,以作出最终决定”。特朗普说,伊朗必须同意永远不拥有核武器。霍尔木兹海峡必须立即双向开放,免收通行费,允许航运交通不受限制地运行,所有水雷都需被清除。他还说,美国海军对霍尔木兹海峡的封锁即将解除,被困在海峡内的船只可以开始“踏上归途”了。特朗普称,伊朗“那些被深埋于地下”的浓缩铀将被挖出来并销毁。美国将与伊朗以及国际原子能机构紧密协调、通力合作,共同完成这一销毁工作。他还说,在另行通知之前,美伊将不进行任何资金往来,并称双方已就“其他一些重要性远不及上述(问题)的事项”达成一致。不过,特朗普口中的“最终决定”并未如期落地。当天晚些时候,一名不愿透露姓名的政府高级官员表示,特朗普当天在白宫战情室同其助手们的会议持续约两个小时,但并未就与伊朗的协议作出“最终决定”。美军称将在霍尔木兹海峡附近开展军事行动与此同时,美军也在霍尔木兹海峡方向持续施压。29日,美国中央司令部警告称,将在霍尔木兹海峡附近开展军事行动,并以自卫名义打击参与或支持布设水雷的船只。△霍尔木兹海峡(资料图)美国中央司令部通过联合海事信息中心发布通告称,伊朗仍在试图阻碍霍尔木兹海峡的扫雷行动和安全通航,任何被发现参与布雷活动的船只都可能成为美军打击目标。与此同时,美军表示仍在执行针对伊朗的海上封锁措施。截至5月29日,已迫使115艘商业船只改变航向。知情人士:伊朗尚未就伊美协议作出最终决定然而,伊朗方面随即对特朗普的表态予以驳斥。29日,伊朗方面消息称,知情人士表示,与美国的协议文本正处于伊朗国内审批的最后阶段,伊方尚未作出最终决定。△德黑兰(资料图)知情人士驳斥了美国总统特朗普关于可能与伊朗达成协议的言论,称其“真假参半”,试图描绘一场捏造的胜利。“几乎所有人都已清楚,这些说法缺乏可信度。”据悉,特朗普对协议要点的“歪曲”主要体现在两个方面。一是霍尔木兹海峡。特朗普声称伊朗有义务无偿开放霍尔木兹海峡,但协议文本并无此类条款。伊朗强调,封锁解除后将根据预先商定的安排开放海峡。这些安排可能包括对船只进行监控、检查、提供服务以及确保安全。二是核材料。特朗普声称伊朗必须移除或销毁其核材料。但知情人士强调,谅解备忘录中不仅没有此类内容,而且这种说法毫无根据。知情人士称,特朗普忽略了协议中的一些关键条款,比如美国必须立即解冻伊朗被冻结资产中的120亿美元。这是特朗普没有提及的,却是协议最重要的条款之一。且根据协议文本,在这笔款项解冻前,伊朗不会进入任何后续谈判阶段。另一关键条款是根据黎巴嫩真主党的立场,各方在黎巴嫩实现全面停火。伊朗外交部:伊美交流仍在继续 尚未达成最终共识△伊朗外交部发言人巴加埃(资料图)29日晚,伊朗外交部发言人巴加埃也就相关表态作出回应。伊朗与美国之间的交流仍在继续,但尚未达成最终共识。巴加埃还表示,西方任何一方在谈论伊朗时,都不能使用“必须”这种语言。伊朗只会根据伊朗人民的利益和权利自行做决定。巴加埃发表声明说,要看美方“是会真正履行承诺,还是仅仅作秀”。美方如果真的履行承诺,那就意味着要停止几周前开始的非法活动。美方所谓“海上封锁”从一开始就是非法行为,既违反停火协议,也阻碍国际航行自由。伊朗重申对霍尔木兹海峡的管控除了对协议文本的分歧,伊朗方面还在同一天进一步强调了其对霍尔木兹海峡的实际控制权。29日,伊朗议会国家安全与外交政策委员会发言人雷扎伊在社交媒体表示,伊朗对霍尔木兹海峡的控制是世界公认的事实,各国只需获得许可、缴纳费用,并在伊朗海军的引导下,船只即可通过。伊朗外交部发言人巴加埃当天也在声明中提及霍尔木兹海峡,强调伊朗和阿曼作为沿岸国的管理责任。“我们面临着一个不容忽视的特殊情况。伊朗和阿曼作为两个负责任的国家,当然必须采取相关机制,既要保护自身作为沿岸国的利益和安全,又要向国际社会保证这一航道的航运安全。这一点毋庸置疑。”专家:美伊“战略模糊”博弈恐将持续到最后一刻在此轮最新博弈之前,28日,美国官员和消息人士还表示,美伊谈判代表已就谅解备忘录达成一致,以延长停火和启动有关伊朗核计划的谈判,但美国总统特朗普尚未最终批准该谅解备忘录,伊朗方面也没有确认接受。专家表示,美伊围绕谅解备忘录的反复拉扯,并非沟通不畅,而是双方的“战略模糊”博弈。双方本质上都想占据谈判的道德高地:美国要显得有诚意、是伊朗在反复;伊朗则表现不屈服于压力,一切还可再谈。这场模糊博弈恐怕将持续到最后一刻。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567903869878608,"gmtCreate":1779669898037,"gmtModify":1779672648059,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"意思是特朗普频繁炒股,并没有赚到超出普通人的收益率??🥲","listText":"意思是特朗普频繁炒股,并没有赚到超出普通人的收益率??🥲","text":"意思是特朗普频繁炒股,并没有赚到超出普通人的收益率??🥲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567903869878608","repostId":"2637096374","repostType":4,"repost":{"id":"2637096374","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":1779591240,"share":"https://www.laohu8.com/m/news/2637096374?lang=zh_CN&edition=full","pubTime":"2026-05-24 10:54","market":"fut","language":"zh","title":"一季度做了3711笔交易!高频交易、先买后吹,这是“白宫股神”特朗普的交易策略","url":"https://stock-news.laohu8.com/highlight/detail?id=2637096374","media":"华尔街见闻","summary":"特朗普在2026年前三个月进行了大规模证券交易,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为\"非主动委托\"的交易,与其公开为相关公司\"站台\"的时间形成了令人瞩目的重合。","content":"<html><head></head><body><blockquote><p>特朗普在2026年前三个月进行了大规模证券交易,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为"非主动委托"的交易,与其公开为相关公司"站台"的时间形成了令人瞩目的重合。</p></blockquote><p style=\"text-align: justify;\">美国总统特朗普2026年一季度累计执行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间——这是美国在任总统史无前例的资本市场操作量级。</p><p style=\"text-align: justify;\">据美国政府道德办公室(OGE)5月14日公开的财务披露文件,特朗普在2026年前三个月进行了大规模证券交易。文件显示,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为"非主动委托"(unsolicited,即由客户方而非经纪人发起)的交易,与其公开为相关公司"站台"的时间形成了令人瞩目的重合。</p><p style=\"text-align: justify;\">一面是特朗普集团所称的"第三方独立管理的自动化操作",另一面是批评者所指的"先买入、后吹捧"——两种叙事交织缠绕,构成了围绕这位"白宫股神"最核心的争议。</p><h2 id=\"id_1344845995\">自动化交易、指数复制与税务收割</h2><p style=\"text-align: justify;\">3711笔交易中,超过2000笔发生在3月——伊朗战争引发市场波动率飙升的时期。</p><p style=\"text-align: justify;\">交易的数量和广度涉及数百只证券,大量为小额交易,指向自动化执行而非人工逐笔决策。部分股票在同一天内被反复买卖,说明这份披露可能是多个账户交易的汇总。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人瓦萨瓦达(Samir Vasavada)指出,披露中的个股与罗素3000指数成分股重合度约达90%,符合"直接指数化"(direct indexing)策略的特征——投资者不买指数基金,而是直接持有指数的全部成分股,目的是进行所谓的"税务亏损收割":当某只成分股下跌产生浮亏时,系统自动将其卖出,这笔"已实现亏损"可用于抵扣其他投资收益的应缴税款;卖出后再买入同行业类似股票,维持组合对基准指数的整体跟踪。仓位方向没变,但主打一个省税。</p><p style=\"text-align: justify;\">交易时点也验证了这一操作思路。交易第二繁忙的日期是3月23日,恰逢标普500、400、600及100指数的成分股调整日,同日富时罗素基准也有新股纳入。2月12日和3月18日——标普500跌幅均超1%——分别录得155笔和124笔卖出,正是系统在下跌日自动扫描亏损头寸、集中"收割"的典型表现。</p><p style=\"text-align: justify;\">"税务亏损收割可能是当今高净值和超高净值投资者中最常见的策略,"瓦萨瓦达说,"当你持有数百甚至数千只个股,系统每天都在扫描可收割的亏损头寸时,交易笔数自然就会非常多。我们认为特朗普这份披露文件很可能就是这种策略大规模运作的样子。"</p><p style=\"text-align: justify;\">特朗普集团的说法与此一致:总统的投资由第三方金融机构独立管理,通过"自动化、模型驱动的投资组合和直接指数化策略"执行,本人、家族及公司均不参与决策。副总统万斯亦称总统在椭圆形办公室炒股的说法"荒谬"。而历届美国总统在任期间通常使用盲目信托或分散化共同基金管理资产,特朗普的做法打破了这一惯例。</p><p style=\"text-align: justify;\">但数据中还嵌套着另一层不那么"自动化"的故事。</p><h2 id=\"id_2965487413\">"先买后吹":非主动委托交易的另一面</h2><p style=\"text-align: justify;\">3711笔交易中,625笔被标注为"非主动委托"。它们几乎全部集中在3月,在美国袭击伊朗后的首个交易日大幅激增,绝大多数为买入操作,整体风格比文件中其他系统性交易更为临时和随机。</p><p style=\"text-align: justify;\">更引人关注的,是多笔此类交易与特朗普公开为相关公司背书的时间线:</p><p style=\"text-align: justify;\"><strong>赛默飞世尔(Thermo Fisher):</strong> 3月11日,特朗普参观赛默飞俄亥俄工厂,盛赞其为"伟大的公司",鼓励药企与其合作实现制造业回流。同日,他买入1.5万至5万美元赛默飞股票,该笔交易被标注为"非主动委托"。而此前他已在2月12日(5.1万至11.5万美元)和3月2日(1.5万至5万美元)两度建仓,参观当日累计持仓规模最高可达21.5万美元。一位总统在参观一家公司的同一天买入该公司股票,且交易由客户方主导而非经纪人发起——这直接冲击了"独立管理"的叙事。</p><p style=\"text-align: justify;\"><strong>苹果(Apple):</strong> 同日3月11日,特朗普在肯塔基州演讲中赞扬苹果CEO库克。当天买入25万至50万美元苹果股票,标注为"非主动委托"。整个3月,他累计买入200万至720万美元苹果股票,含五笔"非主动委托"交易。</p><p style=\"text-align: justify;\"><strong>美光(Micron):</strong> 3月25日买入5万至10万美元美光股票,标注为"非主动委托"。次日他致电福克斯新闻节目"The Five",称"我刚见了美光的负责人,这是最炙手可热的公司之一"。3月2日至25日累计买入21.7万至53万美元,含四笔"非主动委托"。</p><p style=\"text-align: justify;\"><strong>戴尔(Dell):</strong> 2月10日买入100万至500万美元戴尔股票。9天后在佐治亚州演讲中号召听众"去买台戴尔电脑"。此后他在多个公开场合反复推荐戴尔产品,5月8日白宫母亲节活动上的背书更将戴尔股价推至历史新高。</p><p style=\"text-align: justify;\"><strong>英伟达与AMD:</strong> 1月6日,特朗普分别买入50万至100万美元英伟达股票和5万至10万美元AMD股票。一周后的1月13日,美国商务部正式批准向中国出售部分英伟达芯片。</p><p style=\"text-align: justify;\">在买入的另一端,特朗普一季度也进行了大规模减持。亚马逊、Meta和微软的单笔卖出均落入最高披露区间——500万至2500万美元,同时保留了较小规模的买入,呈"大卖小买"的主动敞口管理模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dc4731a7df8e486a37314899cb64582\" tg-width=\"593\" tg-height=\"631\"/></p><h2 id=\"id_3276469814\">合规争议</h2><p style=\"text-align: justify;\">特朗普的资产目前由其子小唐纳德·特朗普管理的信托持有,而非将受益人与投资决策完全隔离的合规"盲目信托"(qualified blind trust)。换言之,没有法律或实际屏障阻止特朗普介入资产管理。</p><p style=\"text-align: justify;\">竞选法律中心总法律顾问佩恩(Kedric Payne)说得直白:"总统持有个股本身就是一个固有问题——公众会假定他利用职位进行有利可图的投资。总统不应有任何利用职位谋取经济利益的表象。"</p><p style=\"text-align: justify;\">按照联邦法律,特朗普须在交易发生后45天内申报,但多笔交易未能按时申报,最终被罚款200美元。</p><p style=\"text-align: justify;\">两党议员已开始推动立法。参议员沃伦称此类交易"应该是违法的";众议员马加齐纳与共和党众议员罗伊联合提出禁止国会议员炒股的两党法案,另一项法案将禁令扩展至总统和副总统。参议员吉利布兰德则称特朗普的操作是"对其所服务公民的深刻背叛","民选官员——尤其是总统——不应该炒股。"</p><p style=\"text-align: justify;\">不过,达特茅斯教授萨瑟多特(Bruce Sacerdote)在学术研究中给出了一个颇具玩味的发现:尽管交易量"惊人",但他并未找到特朗普明显跑赢市场的确凿证据——"即使在政策变动或发推的情况下也是如此。"</p><p style=\"text-align: justify;\">不过,对市场而言,总统赚了多少从来不是核心问题。当投资者开始围绕总统言论而非基本面来布局,美国资本市场长期维系的公平交易原则,面临的就是一场信任危机。</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>一季度做了3711笔交易!高频交易、先买后吹,这是“白宫股神”特朗普的交易策略</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一季度做了3711笔交易!高频交易、先买后吹,这是“白宫股神”特朗普的交易策略\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\">2026-05-24 10:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特朗普在2026年前三个月进行了大规模证券交易,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为"非主动委托"的交易,与其公开为相关公司"站台"的时间形成了令人瞩目的重合。</p></blockquote><p style=\"text-align: justify;\">美国总统特朗普2026年一季度累计执行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间——这是美国在任总统史无前例的资本市场操作量级。</p><p style=\"text-align: justify;\">据美国政府道德办公室(OGE)5月14日公开的财务披露文件,特朗普在2026年前三个月进行了大规模证券交易。文件显示,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为"非主动委托"(unsolicited,即由客户方而非经纪人发起)的交易,与其公开为相关公司"站台"的时间形成了令人瞩目的重合。</p><p style=\"text-align: justify;\">一面是特朗普集团所称的"第三方独立管理的自动化操作",另一面是批评者所指的"先买入、后吹捧"——两种叙事交织缠绕,构成了围绕这位"白宫股神"最核心的争议。</p><h2 id=\"id_1344845995\">自动化交易、指数复制与税务收割</h2><p style=\"text-align: justify;\">3711笔交易中,超过2000笔发生在3月——伊朗战争引发市场波动率飙升的时期。</p><p style=\"text-align: justify;\">交易的数量和广度涉及数百只证券,大量为小额交易,指向自动化执行而非人工逐笔决策。部分股票在同一天内被反复买卖,说明这份披露可能是多个账户交易的汇总。</p><p style=\"text-align: justify;\">投资平台Vise联合创始人瓦萨瓦达(Samir Vasavada)指出,披露中的个股与罗素3000指数成分股重合度约达90%,符合"直接指数化"(direct indexing)策略的特征——投资者不买指数基金,而是直接持有指数的全部成分股,目的是进行所谓的"税务亏损收割":当某只成分股下跌产生浮亏时,系统自动将其卖出,这笔"已实现亏损"可用于抵扣其他投资收益的应缴税款;卖出后再买入同行业类似股票,维持组合对基准指数的整体跟踪。仓位方向没变,但主打一个省税。</p><p style=\"text-align: justify;\">交易时点也验证了这一操作思路。交易第二繁忙的日期是3月23日,恰逢标普500、400、600及100指数的成分股调整日,同日富时罗素基准也有新股纳入。2月12日和3月18日——标普500跌幅均超1%——分别录得155笔和124笔卖出,正是系统在下跌日自动扫描亏损头寸、集中"收割"的典型表现。</p><p style=\"text-align: justify;\">"税务亏损收割可能是当今高净值和超高净值投资者中最常见的策略,"瓦萨瓦达说,"当你持有数百甚至数千只个股,系统每天都在扫描可收割的亏损头寸时,交易笔数自然就会非常多。我们认为特朗普这份披露文件很可能就是这种策略大规模运作的样子。"</p><p style=\"text-align: justify;\">特朗普集团的说法与此一致:总统的投资由第三方金融机构独立管理,通过"自动化、模型驱动的投资组合和直接指数化策略"执行,本人、家族及公司均不参与决策。副总统万斯亦称总统在椭圆形办公室炒股的说法"荒谬"。而历届美国总统在任期间通常使用盲目信托或分散化共同基金管理资产,特朗普的做法打破了这一惯例。</p><p style=\"text-align: justify;\">但数据中还嵌套着另一层不那么"自动化"的故事。</p><h2 id=\"id_2965487413\">"先买后吹":非主动委托交易的另一面</h2><p style=\"text-align: justify;\">3711笔交易中,625笔被标注为"非主动委托"。它们几乎全部集中在3月,在美国袭击伊朗后的首个交易日大幅激增,绝大多数为买入操作,整体风格比文件中其他系统性交易更为临时和随机。</p><p style=\"text-align: justify;\">更引人关注的,是多笔此类交易与特朗普公开为相关公司背书的时间线:</p><p style=\"text-align: justify;\"><strong>赛默飞世尔(Thermo Fisher):</strong> 3月11日,特朗普参观赛默飞俄亥俄工厂,盛赞其为"伟大的公司",鼓励药企与其合作实现制造业回流。同日,他买入1.5万至5万美元赛默飞股票,该笔交易被标注为"非主动委托"。而此前他已在2月12日(5.1万至11.5万美元)和3月2日(1.5万至5万美元)两度建仓,参观当日累计持仓规模最高可达21.5万美元。一位总统在参观一家公司的同一天买入该公司股票,且交易由客户方主导而非经纪人发起——这直接冲击了"独立管理"的叙事。</p><p style=\"text-align: justify;\"><strong>苹果(Apple):</strong> 同日3月11日,特朗普在肯塔基州演讲中赞扬苹果CEO库克。当天买入25万至50万美元苹果股票,标注为"非主动委托"。整个3月,他累计买入200万至720万美元苹果股票,含五笔"非主动委托"交易。</p><p style=\"text-align: justify;\"><strong>美光(Micron):</strong> 3月25日买入5万至10万美元美光股票,标注为"非主动委托"。次日他致电福克斯新闻节目"The Five",称"我刚见了美光的负责人,这是最炙手可热的公司之一"。3月2日至25日累计买入21.7万至53万美元,含四笔"非主动委托"。</p><p style=\"text-align: justify;\"><strong>戴尔(Dell):</strong> 2月10日买入100万至500万美元戴尔股票。9天后在佐治亚州演讲中号召听众"去买台戴尔电脑"。此后他在多个公开场合反复推荐戴尔产品,5月8日白宫母亲节活动上的背书更将戴尔股价推至历史新高。</p><p style=\"text-align: justify;\"><strong>英伟达与AMD:</strong> 1月6日,特朗普分别买入50万至100万美元英伟达股票和5万至10万美元AMD股票。一周后的1月13日,美国商务部正式批准向中国出售部分英伟达芯片。</p><p style=\"text-align: justify;\">在买入的另一端,特朗普一季度也进行了大规模减持。亚马逊、Meta和微软的单笔卖出均落入最高披露区间——500万至2500万美元,同时保留了较小规模的买入,呈"大卖小买"的主动敞口管理模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dc4731a7df8e486a37314899cb64582\" tg-width=\"593\" tg-height=\"631\"/></p><h2 id=\"id_3276469814\">合规争议</h2><p style=\"text-align: justify;\">特朗普的资产目前由其子小唐纳德·特朗普管理的信托持有,而非将受益人与投资决策完全隔离的合规"盲目信托"(qualified blind trust)。换言之,没有法律或实际屏障阻止特朗普介入资产管理。</p><p style=\"text-align: justify;\">竞选法律中心总法律顾问佩恩(Kedric Payne)说得直白:"总统持有个股本身就是一个固有问题——公众会假定他利用职位进行有利可图的投资。总统不应有任何利用职位谋取经济利益的表象。"</p><p style=\"text-align: justify;\">按照联邦法律,特朗普须在交易发生后45天内申报,但多笔交易未能按时申报,最终被罚款200美元。</p><p style=\"text-align: justify;\">两党议员已开始推动立法。参议员沃伦称此类交易"应该是违法的";众议员马加齐纳与共和党众议员罗伊联合提出禁止国会议员炒股的两党法案,另一项法案将禁令扩展至总统和副总统。参议员吉利布兰德则称特朗普的操作是"对其所服务公民的深刻背叛","民选官员——尤其是总统——不应该炒股。"</p><p style=\"text-align: justify;\">不过,达特茅斯教授萨瑟多特(Bruce Sacerdote)在学术研究中给出了一个颇具玩味的发现:尽管交易量"惊人",但他并未找到特朗普明显跑赢市场的确凿证据——"即使在政策变动或发推的情况下也是如此。"</p><p style=\"text-align: justify;\">不过,对市场而言,总统赚了多少从来不是核心问题。当投资者开始围绕总统言论而非基本面来布局,美国资本市场长期维系的公平交易原则,面临的就是一场信任危机。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","MAGY":"Roundhill Magnificent Seven Covered Call ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","AAPL":"苹果","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","VERS":"PROSHARES METAVERSE ETF","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3772984","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637096374","content_text":"特朗普在2026年前三个月进行了大规模证券交易,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为\"非主动委托\"的交易,与其公开为相关公司\"站台\"的时间形成了令人瞩目的重合。美国总统特朗普2026年一季度累计执行了3711笔证券交易,交易规模介于2.2亿至7.5亿美元之间——这是美国在任总统史无前例的资本市场操作量级。据美国政府道德办公室(OGE)5月14日公开的财务披露文件,特朗普在2026年前三个月进行了大规模证券交易。文件显示,这些交易背后叠加了指数跟踪、税务亏损收割、自动化执行等多重策略,但其中625笔标注为\"非主动委托\"(unsolicited,即由客户方而非经纪人发起)的交易,与其公开为相关公司\"站台\"的时间形成了令人瞩目的重合。一面是特朗普集团所称的\"第三方独立管理的自动化操作\",另一面是批评者所指的\"先买入、后吹捧\"——两种叙事交织缠绕,构成了围绕这位\"白宫股神\"最核心的争议。自动化交易、指数复制与税务收割3711笔交易中,超过2000笔发生在3月——伊朗战争引发市场波动率飙升的时期。交易的数量和广度涉及数百只证券,大量为小额交易,指向自动化执行而非人工逐笔决策。部分股票在同一天内被反复买卖,说明这份披露可能是多个账户交易的汇总。投资平台Vise联合创始人瓦萨瓦达(Samir Vasavada)指出,披露中的个股与罗素3000指数成分股重合度约达90%,符合\"直接指数化\"(direct indexing)策略的特征——投资者不买指数基金,而是直接持有指数的全部成分股,目的是进行所谓的\"税务亏损收割\":当某只成分股下跌产生浮亏时,系统自动将其卖出,这笔\"已实现亏损\"可用于抵扣其他投资收益的应缴税款;卖出后再买入同行业类似股票,维持组合对基准指数的整体跟踪。仓位方向没变,但主打一个省税。交易时点也验证了这一操作思路。交易第二繁忙的日期是3月23日,恰逢标普500、400、600及100指数的成分股调整日,同日富时罗素基准也有新股纳入。2月12日和3月18日——标普500跌幅均超1%——分别录得155笔和124笔卖出,正是系统在下跌日自动扫描亏损头寸、集中\"收割\"的典型表现。\"税务亏损收割可能是当今高净值和超高净值投资者中最常见的策略,\"瓦萨瓦达说,\"当你持有数百甚至数千只个股,系统每天都在扫描可收割的亏损头寸时,交易笔数自然就会非常多。我们认为特朗普这份披露文件很可能就是这种策略大规模运作的样子。\"特朗普集团的说法与此一致:总统的投资由第三方金融机构独立管理,通过\"自动化、模型驱动的投资组合和直接指数化策略\"执行,本人、家族及公司均不参与决策。副总统万斯亦称总统在椭圆形办公室炒股的说法\"荒谬\"。而历届美国总统在任期间通常使用盲目信托或分散化共同基金管理资产,特朗普的做法打破了这一惯例。但数据中还嵌套着另一层不那么\"自动化\"的故事。\"先买后吹\":非主动委托交易的另一面3711笔交易中,625笔被标注为\"非主动委托\"。它们几乎全部集中在3月,在美国袭击伊朗后的首个交易日大幅激增,绝大多数为买入操作,整体风格比文件中其他系统性交易更为临时和随机。更引人关注的,是多笔此类交易与特朗普公开为相关公司背书的时间线:赛默飞世尔(Thermo Fisher): 3月11日,特朗普参观赛默飞俄亥俄工厂,盛赞其为\"伟大的公司\",鼓励药企与其合作实现制造业回流。同日,他买入1.5万至5万美元赛默飞股票,该笔交易被标注为\"非主动委托\"。而此前他已在2月12日(5.1万至11.5万美元)和3月2日(1.5万至5万美元)两度建仓,参观当日累计持仓规模最高可达21.5万美元。一位总统在参观一家公司的同一天买入该公司股票,且交易由客户方主导而非经纪人发起——这直接冲击了\"独立管理\"的叙事。苹果(Apple): 同日3月11日,特朗普在肯塔基州演讲中赞扬苹果CEO库克。当天买入25万至50万美元苹果股票,标注为\"非主动委托\"。整个3月,他累计买入200万至720万美元苹果股票,含五笔\"非主动委托\"交易。美光(Micron): 3月25日买入5万至10万美元美光股票,标注为\"非主动委托\"。次日他致电福克斯新闻节目\"The Five\",称\"我刚见了美光的负责人,这是最炙手可热的公司之一\"。3月2日至25日累计买入21.7万至53万美元,含四笔\"非主动委托\"。戴尔(Dell): 2月10日买入100万至500万美元戴尔股票。9天后在佐治亚州演讲中号召听众\"去买台戴尔电脑\"。此后他在多个公开场合反复推荐戴尔产品,5月8日白宫母亲节活动上的背书更将戴尔股价推至历史新高。英伟达与AMD: 1月6日,特朗普分别买入50万至100万美元英伟达股票和5万至10万美元AMD股票。一周后的1月13日,美国商务部正式批准向中国出售部分英伟达芯片。在买入的另一端,特朗普一季度也进行了大规模减持。亚马逊、Meta和微软的单笔卖出均落入最高披露区间——500万至2500万美元,同时保留了较小规模的买入,呈\"大卖小买\"的主动敞口管理模式。合规争议特朗普的资产目前由其子小唐纳德·特朗普管理的信托持有,而非将受益人与投资决策完全隔离的合规\"盲目信托\"(qualified blind trust)。换言之,没有法律或实际屏障阻止特朗普介入资产管理。竞选法律中心总法律顾问佩恩(Kedric Payne)说得直白:\"总统持有个股本身就是一个固有问题——公众会假定他利用职位进行有利可图的投资。总统不应有任何利用职位谋取经济利益的表象。\"按照联邦法律,特朗普须在交易发生后45天内申报,但多笔交易未能按时申报,最终被罚款200美元。两党议员已开始推动立法。参议员沃伦称此类交易\"应该是违法的\";众议员马加齐纳与共和党众议员罗伊联合提出禁止国会议员炒股的两党法案,另一项法案将禁令扩展至总统和副总统。参议员吉利布兰德则称特朗普的操作是\"对其所服务公民的深刻背叛\",\"民选官员——尤其是总统——不应该炒股。\"不过,达特茅斯教授萨瑟多特(Bruce Sacerdote)在学术研究中给出了一个颇具玩味的发现:尽管交易量\"惊人\",但他并未找到特朗普明显跑赢市场的确凿证据——\"即使在政策变动或发推的情况下也是如此。\"不过,对市场而言,总统赚了多少从来不是核心问题。当投资者开始围绕总统言论而非基本面来布局,美国资本市场长期维系的公平交易原则,面临的就是一场信任危机。","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPD":0.6,"AAPU":0.6,"META":0.6,"VERS":0.74,"AAPX":0.6,"GOOG":0.6,"TSLA":0.6,"OGE":1,"YMAG":0.9,"MACW.SI":0.6,"APLY":0.6,"WTAI":0.74,"MAGY":0.9,"MSFT":0.6,"AMZN":0.6,"BULZ":0.9,"AAPW":0.6,"AAPY":0.6,"PTF":0.74,"AAPL":0.74}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":567903216387680,"gmtCreate":1779669473032,"gmtModify":1779672556575,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"可惜了,我想看到伊朗政权倒台[冷漠] ","listText":"可惜了,我想看到伊朗政权倒台[冷漠] ","text":"可惜了,我想看到伊朗政权倒台[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567903216387680","repostId":"1124239587","repostType":4,"repost":{"id":"1124239587","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":1779666482,"share":"https://www.laohu8.com/m/news/1124239587?lang=zh_CN&edition=full","pubTime":"2026-05-25 07:48","market":"us","language":"zh","title":"美股三大股指期货延续涨势,美、伊已“基本谈妥”和平协议备忘录","url":"https://stock-news.laohu8.com/highlight/detail?id=1124239587","media":"老虎资讯综合","summary":"该协议将重新开放霍尔木兹海峡。","content":"<html><head></head><body><p>5月25日周一,美股三大股指期货普涨,纳斯达克100指数期货涨幅约1%。美国总统特朗普周六表示,华盛顿和伊朗已“基本谈妥”一份和平协议的谅解备忘录,该协议将重新开放霍尔木兹海峡。然而,双方在几个棘手问题上仍存在分歧,特朗普周日表示,他已告知其代表不要急于与伊朗达成任何协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b2259c3296d153fd3e2a899b12ff5a\" tg-width=\"747\" tg-height=\"240\"/></p><p>MST Marquee驻悉尼能源分析师Saul Kavonic表示:“尽管和平协议和霍尔木兹海峡仍存在诸多不确定性和风险,但曙光已现,这将为短期油价带来一些缓解。”然而,分析师预计,通过该海峡的石油运输恢复正常以及受损的石油和天然气设施得到修复将需要数月时间。</p><h3 id=\"id_3310667002\" style=\"text-align: start;\">美股期货今日提前收市</h3><p>因阵亡将士纪念日,美股今日(25日)休市一日;芝商所(CME)旗下贵金属、美油期货合约交易于北京时间26日02:30暂停,美股、美债期货合约交易于北京时间26日01:00暂停。</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>美股三大股指期货延续涨势,美、伊已“基本谈妥”和平协议备忘录</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美股三大股指期货延续涨势,美、伊已“基本谈妥”和平协议备忘录\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-25 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月25日周一,美股三大股指期货普涨,纳斯达克100指数期货涨幅约1%。美国总统特朗普周六表示,华盛顿和伊朗已“基本谈妥”一份和平协议的谅解备忘录,该协议将重新开放霍尔木兹海峡。然而,双方在几个棘手问题上仍存在分歧,特朗普周日表示,他已告知其代表不要急于与伊朗达成任何协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b2259c3296d153fd3e2a899b12ff5a\" tg-width=\"747\" tg-height=\"240\"/></p><p>MST Marquee驻悉尼能源分析师Saul Kavonic表示:“尽管和平协议和霍尔木兹海峡仍存在诸多不确定性和风险,但曙光已现,这将为短期油价带来一些缓解。”然而,分析师预计,通过该海峡的石油运输恢复正常以及受损的石油和天然气设施得到修复将需要数月时间。</p><h3 id=\"id_3310667002\" style=\"text-align: start;\">美股期货今日提前收市</h3><p>因阵亡将士纪念日,美股今日(25日)休市一日;芝商所(CME)旗下贵金属、美油期货合约交易于北京时间26日02:30暂停,美股、美债期货合约交易于北京时间26日01:00暂停。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"GPIQ":"GOLDMAN SACHS NASDAQ 100 CORE PREMIUM INCOME ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQX":"Nuveen NASDAQ 100 Dynamic 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January","QID":"两倍做空纳斯达克指数ETF-ProShares","07568":"FI二南方纳指"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124239587","content_text":"5月25日周一,美股三大股指期货普涨,纳斯达克100指数期货涨幅约1%。美国总统特朗普周六表示,华盛顿和伊朗已“基本谈妥”一份和平协议的谅解备忘录,该协议将重新开放霍尔木兹海峡。然而,双方在几个棘手问题上仍存在分歧,特朗普周日表示,他已告知其代表不要急于与伊朗达成任何协议。MST Marquee驻悉尼能源分析师Saul Kavonic表示:“尽管和平协议和霍尔木兹海峡仍存在诸多不确定性和风险,但曙光已现,这将为短期油价带来一些缓解。”然而,分析师预计,通过该海峡的石油运输恢复正常以及受损的石油和天然气设施得到修复将需要数月时间。美股期货今日提前收市因阵亡将士纪念日,美股今日(25日)休市一日;芝商所(CME)旗下贵金属、美油期货合约交易于北京时间26日02:30暂停,美股、美债期货合约交易于北京时间26日01:00暂停。","news_type":1,"symbols_score_info":{"07522":0.6,"09834":0.6,"GPIQ":0.6,"QQQX":0.6,"07261":0.6,"02834":0.6,"PSQ":0.6,"QDEC":0.6,"QMAR":0.6,"QQQ":0.6,"03086":0.6,"NJAN":0.6,"ESmain":2,"QQQM":0.6,"NAPR":0.6,"07568":0.6,"07266":0.6,"03455":0.6,"NQmain":2,"03034":0.6,"SQQQ":0.6,"NJUL":0.6,"TQQQ":0.6,"QID":0.6,"09086":0.6,"TQQY":0.6,"YMmain":2,"QLD":0.6,"NOCT":0.6}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566695099863376,"gmtCreate":1779387708788,"gmtModify":1779387711066,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"不要再谈了,用伊朗能听懂的方式解决问题","listText":"不要再谈了,用伊朗能听懂的方式解决问题","text":"不要再谈了,用伊朗能听懂的方式解决问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566695099863376","repostId":"1147479901","repostType":4,"repost":{"id":"1147479901","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":1779360101,"share":"https://www.laohu8.com/m/news/1147479901?lang=zh_CN&edition=full","pubTime":"2026-05-21 18:41","market":"fut","language":"zh","title":"消息称伊朗最高领袖下令高浓缩铀不得运往国外,谈判前景再次复杂化","url":"https://stock-news.laohu8.com/highlight/detail?id=1147479901","media":"老虎资讯综合","summary":"使结束美以对伊朗战争的谈判复杂化。","content":"<html><head></head><body><p style=\"text-align: left;\">据路透社报道,两名伊朗高级消息人士称,伊朗最高领袖已下令,该国接近武器级的高浓缩铀不得运往国外,此举强化了德黑兰在和平谈判中针对美国主要要求之一的立场。这一命令可能进一步令特朗普感到受挫,并使结束美以对伊朗战争的谈判复杂化。</p><p style=\"text-align: left;\">此前以色列官员告诉路透社,特朗普已向以色列保证,伊朗用于制造原子武器的高浓缩铀库存将被运出伊朗,任何和平协议都必须包含相关条款。伊朗消息人士之一表示:“最高领袖的指示以及体制内的共识是,浓缩铀库存不应离开这个国家。”消息人士称,伊朗高层官员认为,将这种材料运往国外会使国家在未来更容易受到美国和以色列的攻击。哈梅内伊对国家最重要事务拥有最终决定权。</p><p style=\"text-align: left;\">两名伊朗高级消息人士还称,伊朗内部深怀疑心,认为暂停敌对行动是华盛顿的战略欺骗,目的是在恢复空袭前制造安全感。</p><p style=\"text-align: left;\">美股指数期货短线跳水,由涨转跌,WTI及布伦特油价快速拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973cb85061bd417761fe5bff9366eb7b\" data-align=\"center\" tg-width=\"1257\" tg-height=\"501\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e1f6cda827ee3a98e9469919c797707\" data-align=\"center\" tg-width=\"1257\" tg-height=\"510\"/><span></span></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>消息称伊朗最高领袖下令高浓缩铀不得运往国外,谈判前景再次复杂化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称伊朗最高领袖下令高浓缩铀不得运往国外,谈判前景再次复杂化\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-21 18:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">据路透社报道,两名伊朗高级消息人士称,伊朗最高领袖已下令,该国接近武器级的高浓缩铀不得运往国外,此举强化了德黑兰在和平谈判中针对美国主要要求之一的立场。这一命令可能进一步令特朗普感到受挫,并使结束美以对伊朗战争的谈判复杂化。</p><p style=\"text-align: left;\">此前以色列官员告诉路透社,特朗普已向以色列保证,伊朗用于制造原子武器的高浓缩铀库存将被运出伊朗,任何和平协议都必须包含相关条款。伊朗消息人士之一表示:“最高领袖的指示以及体制内的共识是,浓缩铀库存不应离开这个国家。”消息人士称,伊朗高层官员认为,将这种材料运往国外会使国家在未来更容易受到美国和以色列的攻击。哈梅内伊对国家最重要事务拥有最终决定权。</p><p style=\"text-align: left;\">两名伊朗高级消息人士还称,伊朗内部深怀疑心,认为暂停敌对行动是华盛顿的战略欺骗,目的是在恢复空袭前制造安全感。</p><p style=\"text-align: left;\">美股指数期货短线跳水,由涨转跌,WTI及布伦特油价快速拉升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973cb85061bd417761fe5bff9366eb7b\" data-align=\"center\" tg-width=\"1257\" tg-height=\"501\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e1f6cda827ee3a98e9469919c797707\" data-align=\"center\" tg-width=\"1257\" tg-height=\"510\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/38e2a6811443180781e2952f1b6f83e4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147479901","content_text":"据路透社报道,两名伊朗高级消息人士称,伊朗最高领袖已下令,该国接近武器级的高浓缩铀不得运往国外,此举强化了德黑兰在和平谈判中针对美国主要要求之一的立场。这一命令可能进一步令特朗普感到受挫,并使结束美以对伊朗战争的谈判复杂化。此前以色列官员告诉路透社,特朗普已向以色列保证,伊朗用于制造原子武器的高浓缩铀库存将被运出伊朗,任何和平协议都必须包含相关条款。伊朗消息人士之一表示:“最高领袖的指示以及体制内的共识是,浓缩铀库存不应离开这个国家。”消息人士称,伊朗高层官员认为,将这种材料运往国外会使国家在未来更容易受到美国和以色列的攻击。哈梅内伊对国家最重要事务拥有最终决定权。两名伊朗高级消息人士还称,伊朗内部深怀疑心,认为暂停敌对行动是华盛顿的战略欺骗,目的是在恢复空袭前制造安全感。美股指数期货短线跳水,由涨转跌,WTI及布伦特油价快速拉升。","news_type":1,"symbols_score_info":{"YMmain":2,"NQmain":2,"ESmain":2,"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565939576637352,"gmtCreate":1779203233373,"gmtModify":1779204309346,"author":{"id":"4175766326455102","authorId":"4175766326455102","name":"杨过爱上黄蓉","avatar":"https://static.tigerbbs.com/ab63b91b31f0b9dd1f60a219a52e73b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175766326455102","idStr":"4175766326455102"},"themes":[],"title":"","htmlText":"干他个天翻地覆,不要再延期了","listText":"干他个天翻地覆,不要再延期了","text":"干他个天翻地覆,不要再延期了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565939576637352","repostId":"1180193681","repostType":4,"repost":{"id":"1180193681","kind":"news","pubTimestamp":1779201740,"share":"https://www.laohu8.com/m/news/1180193681?lang=zh_CN&edition=full","pubTime":"2026-05-19 22:42","market":"us","language":"zh","title":"特朗普称美方可能不得不对伊朗“再予以一击”","url":"https://stock-news.laohu8.com/highlight/detail?id=1180193681","media":"央视新闻","summary":"5月19日,美国总统特朗普:我们正在与伊朗进行谈判,我们可能不得不再打击一次伊朗,目前还不确定,伊朗正乞求达成协议。我今天离真正打击伊朗只差一小时,如果没有推迟,现在应该已经打响了。舰船都已装载完毕,我们随时可以开始。","content":"<html><head></head><body><p style=\"text-align: justify;\">当地时间5月19日,美国总统特朗普表示,美方可能不得不对伊朗“再予以一击”,目前尚不确定。特朗普还说,伊朗正求与美方达成协议。</p><p style=\"text-align: justify;\">18日,特朗普在社交平台“真实社交”发文表示,在卡塔尔、沙特阿拉伯、阿联酋领导人请求下,他已下令“明天(19日)”不按原计划对伊朗发动军事打击。他称,鉴于目前正进行着“严肃的谈判”,且在这些领导人及盟友看来,双方终将达成一项协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcdce657a1f276911110c0f8e9322c7f\" alt=\"△美国总统特朗普(资料图)\" title=\"△美国总统特朗普(资料图)\" tg-width=\"800\" tg-height=\"534\"/><span>△美国总统特朗普(资料图)</span></p></body></html>","source":"lsy1568181200495","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>特朗普称美方可能不得不对伊朗“再予以一击”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普称美方可能不得不对伊朗“再予以一击”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-19 22:42 北京时间 <a href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=4828206485417872678&channelId=1119><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间5月19日,美国总统特朗普表示,美方可能不得不对伊朗“再予以一击”,目前尚不确定。特朗普还说,伊朗正求与美方达成协议。18日,特朗普在社交平台“真实社交”发文表示,在卡塔尔、沙特阿拉伯、阿联酋领导人请求下,他已下令“明天(19日)”不按原计划对伊朗发动军事打击。他称,鉴于目前正进行着“严肃的谈判”,且在这些领导人及盟友看来,双方终将达成一项协议。△美国总统特朗普(资料图)</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=4828206485417872678&channelId=1119\">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/f626cdf83818571ecd75b76c8f8f06b6","relate_stocks":{},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=4828206485417872678&channelId=1119","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180193681","content_text":"当地时间5月19日,美国总统特朗普表示,美方可能不得不对伊朗“再予以一击”,目前尚不确定。特朗普还说,伊朗正求与美方达成协议。18日,特朗普在社交平台“真实社交”发文表示,在卡塔尔、沙特阿拉伯、阿联酋领导人请求下,他已下令“明天(19日)”不按原计划对伊朗发动军事打击。他称,鉴于目前正进行着“严肃的谈判”,且在这些领导人及盟友看来,双方终将达成一项协议。△美国总统特朗普(资料图)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}