Web3 AI村村_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

Web3 AI村村民周报（第20周 9.7 - 9.13）

1、OpenAI和Anthropic大量采购Mac mini

2、小特朗普旗下风投领投Polymarket 10亿美元新融资

3、WorkBuddy装进了**智能手表

4、2026年第二季度超过一半的纳斯达克100指数成分公司实现至少20%的同比盈利增长

5、高盛全线上调光模块出货预测

6、Mag7的三个月期权风险逆转指标，已降至历史偏低水平。

7、黑天鹅基金创始人：AI繁荣还能撑会儿，但美股大崩盘很快到！

8、特朗普的高级顾问们面临着伊朗战争可能持续到任期结束的局面。

9、人类历史上第一次，地球上的老人比小孩多

10、恭喜郑钦文晋级：通往胜利的路，没有一条是直路

11、富豪排队补税：从海底捞大跌10%聊起

12、村民：NeoCloud和Token工厂的深度研究报告

13、DeepSeek正式发布DeepSeek V4.1 Flash模型

14、美国财政部国债回购未满上限10年期收益率应声创三年新高

$苹果(AAPL)$ $腾讯控股(00700)$ $NEBIUS(NBIS)$

标普首破7800点,焦点要转到财报季了吗?

标普500指数周二收涨0.58%报7818.93点,首次收在7800点上方并创历史最高收盘;纳斯达克综合指数收涨0.45%报27599.89点,同步创下纪录;纳指100ETF(QQQ)收涨0.46%报759.66美元;道琼斯工业平均指数收涨0.49%。背景和上周不同:原油趋稳,10年期美债收益率回落,压着估值的那条线松了一些,注意力转向即将到来的三季度财报季。多头的抓手是利率一松,接棒的就是公司自己的业绩指引,科技龙头和存储、光通信、供电这些配套环节的订单兑现都有机会重新定价;空头的抓手是标普和纳指的新高都靠少数几只大市值科技股推着,而财报季是集中检验,预期打得越满,不达标的罚越重。标普站上7800点之后,这波还能走多远?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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