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10-14

奇葩

京东11月9日将发布一款新车

09-26

‌$阿里巴巴(BABA)$ ‌还不跑，中概回港感念集体拉升出货，阿里股价都几乎没动，抛压高的离谱。

09-26

‌$京东(JD)$ 果然在拉高出货，就说美容院这种破消息都能放出了当利好消息，笑死了

09-26

‌$可口可乐(KO)$ ‌‌什么孙子在做空，这不坑爹吗

09-25

‌$京东(JD)$ 小散户赶紧做空吧，京东、百度、阿里都要跌，美股已经开始跌了，中概股不是避风港

09-25

‌$京东集团-SW(09618)$ ‌一个破美容院、护肤品化妆品的消息都放出来利好了，说一句发展AI就大涨，ai的泡沫还不大吗，京东拿什么发展ai？准备投入多少？有能落地的计划吗？搞个app让用户用ai买东西？神经病吧。为了拉这一波让散户进来脸都不要了

09-25

‌$京东集团-SW(09618)$ ‌看主要机构持股情况总体是减持，作为一个小散户获利就跑，尤其是泡沫快破烈的时候真不敢长期持有

09-25

‌$京东集团-SW(09618)$ ‌离了大谱，就看这波泡沫怎么能持续到什么时候，就国内的经济环境怎么支撑。

09-25

离谱，什么资金在炒？能炒多久？

中概股全线强势，大全新能源涨超14%，阿里巴巴、世纪互联涨10%，百度涨超8%

09-25

$京东集团-SW(09618)$ 国内经济突然改善了？老百姓手里钱多了？搞医美、卖护肤品就能大涨，**离谱。这波大涨是什么资金在搞事情？

09-23

不管你信不信，反正我不信

高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市

09-23

‌$美国超微公司(AMD)$ ‌老感觉这孙子拉高出货

09-19

$英伟达(NVDA)$ 大股东减持股价上涨？看不懂

09-18

‌$英伟达(NVDA)$ ‌‌刚才这波异动啥意思

09-11

跟ai相关的都发疯，不出1周就得跌回来

市场消息：阿里巴巴、百度使用自主研发的芯片训练人工智能模型

09-09

王兴背后的男人出手了？？

市场监管总局已约谈主要外卖平台，抵制恶性补贴

09-05

$上证指数(000001.SH)$ 应该还会拉一波涨幅，诱骗韭菜进来接盘。

09-05

有没有可能是假数据，国家统计局都造假的时代

09-04

‌$百度(BIDU)$ ‌百度这么牛逼，搞不清大涨的点在哪里，就百度在国内的处境把用户得罪的透透的，干啥啥不行，公司信誉在用户眼里已经破产了，这波大涨的依据什么？？？

09-03

‌$百度(BIDU)$ ‌快跑吧，盈利了别太贪心，上面压力很大，即使要继续涨也要回调一波。

去老虎APP查看更多动态

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16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>京东宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车将正式官宣发布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177057928","content_text":"京东宣布，联合广汽、宁德时代将推出一款汽车，官方将在10月底陆续开启内测版、大众版试驾活动，11月9日新车将正式官宣发布。","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482754648843056,"gmtCreate":1758888914614,"gmtModify":1758888916632,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"‌<a 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‌还不跑，中概回港感念集体拉升出货，阿里股价都几乎没动，抛压高的离谱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482754648843056","isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538002007258569","authorId":"3538002007258569","name":"凡赫","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3538002007258569","authorIdStr":"3538002007258569"},"content":"没明白，70的本，现在170抛不动吗？","text":"没明白，70的本，现在170抛不动吗？","html":"没明白，70的本，现在170抛不动吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482752026271840,"gmtCreate":1758888009590,"gmtModify":1758888011585,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"‌<a 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小散户赶紧做空吧，京东、百度、阿里都要跌，美股已经开始跌了，中概股不是避风港","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482397751820728","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"content":"股市大跌，目前可口可乐可入，这种日用消费品才是避风港，还有医疗、能源、通信这些传统行业才是避风港。","text":"股市大跌，目前可口可乐可入，这种日用消费品才是避风港，还有医疗、能源、通信这些传统行业才是避风港。","html":"股市大跌，目前可口可乐可入，这种日用消费品才是避风港，还有医疗、能源、通信这些传统行业才是避风港。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482304427422424,"gmtCreate":1758779155956,"gmtModify":1758781842749,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"‌<a 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<a href=\"https://laohu8.com/S/HXC\">纳斯达克中国金龙指数</a> 大涨3.8%。重点个股中， <a href=\"https://laohu8.com/S/DQ\">大全新能源</a> 涨超14%， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 、 <a href=\"https://laohu8.com/S/VNET\">世纪互联</a> 涨10%， <a href=\"https://laohu8.com/S/NIU\">小牛电动</a> 涨超9%， <a href=\"https://laohu8.com/S/BIDU\">百度</a> 涨超8%， <a href=\"https://laohu8.com/S/JD\">京东</a> 、 <a href=\"https://laohu8.com/S/ZH\">知乎</a> 涨超7%， <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 、 <a href=\"https://laohu8.com/S/KC\">金山云</a> 涨超5%， <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> 涨超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0c491006f174e42e512370f570203e1\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07c6e277b56390983dc332abdbab2a7c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10e80c8f6ea35eaf3bbab6fffae0d0c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591f197978533795137daedf87e7f110","relate_stocks":{"VNET":"世纪互联","BABA":"阿里巴巴","NIU":"小牛电动","BIDU":"百度","DQ":"大全新能源","NIO":"蔚来","HXC":"纳斯达克中国金龙指数","ZH":"知乎","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118750208","content_text":"周三，中概股全线强势，截至发稿， 纳斯达克中国金龙指数 大涨3.8%。重点个股中， 大全新能源 涨超14%， 阿里巴巴 、 世纪互联 涨10%， 小牛电动 涨超9%， 百度 涨超8%， 京东 、 知乎 涨超7%， 蔚来 、 金山云 涨超5%， 哔哩哔哩 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国内经济突然改善了？老百姓手里钱多了？搞医美、卖护肤品就能大涨，**离谱。这波大涨是什么资金在搞事情？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482192214000184","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481430717304944,"gmtCreate":1758560863084,"gmtModify":1758560865409,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"不管你信不信，反正我不信","listText":"不管你信不信，反正我不信","text":"不管你信不信，反正我不信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481430717304944","repostId":"1142889366","repostType":2,"repost":{"id":"1142889366","kind":"news","pubTimestamp":1758550427,"share":"https://www.laohu8.com/m/news/1142889366?lang=&edition=full","pubTime":"2025-09-22 22:13","market":"us","language":"zh","title":"高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1142889366","media":"智通财经网","summary":"应当采取“负责任且稳健的看多策略”。","content":"<html><head></head><body><p>高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84951beed68eb505d11cdc76db911c13\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲的企业盈利增长数据与市场对人工智能重燃的火热看涨热情推动美股自4月以来强劲上涨且近期更是屡创历史新高点位，来自华尔街的顶级分析师们正在争相上调对标普500指数的年底以及明年展望。</p><p style=\"text-align: justify;\">不仅看涨立场的分析师不断“撕研报”以上调目标，尤其是那些自今年以来长期看跌美股的分析人士更是不断“撕研报”——即在今年多次更新上调标普500指数目标点位，以跟上同行们的看涨预期以及美股史诗级的牛市步伐。</p><p style=\"text-align: justify;\">整体而言，这些华尔街最顶级分析师普遍预计标普500指数成分股的整体盈利以及该基准指数的投资回报率将在2025年和2026年扩张，7000点甚至已经成标普500指数的“新锚”——多数分析师预测该指数到今年年末或者明年年初可能将大幅上涨至7000点左右。</p><p style=\"text-align: justify;\"><strong>高盛：股市的基调仍然是看涨</strong></p><p style=\"text-align: justify;\">高盛对冲基金主管Pasquariello写道，从历史数据的角度来看，当美联储在经济增长具备韧性之际转向降息周期、而股市位于接近纪录高位时，市场表现非常有利。Pasquariello在致客户的报告中写道，加上在人工智能催化之下，全球股票市场的主要趋势与基调仍然向上。</p><p style=\"text-align: justify;\">“所以，请每一位投资者坚定持有你想持有的股票标的。”他写道，并指出他本人相较于罗素2000指数更偏好纳斯达克100指数。他还建议投资者们利用期权市场来管理尾部风险。</p><p style=\"text-align: justify;\">美国股市已连续三周上涨，打破了9月季节性疲弱的这一悲观看法，并无视对美国宏观经济指标的日益担忧。来自另一华尔街大行美国银行的策略师上周曾表示，过去两年大型科技股的无与伦比涨势还有进一步强化的空间，投资者们应当为更多涨幅进行看涨布局。</p><p style=\"text-align: justify;\">尽管看涨情绪在上周将若干全球股票基准指数推入超买区域，但正如下图所示，市场中一些风险最高的投资角落仍表现出持续强劲的涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dae902d092787ada3c26321494b01f83\" alt=\"\" title=\"\" tg-width=\"707\" tg-height=\"713\"/></p><p style=\"text-align: justify;\">Pasquariello表示，投资者们既不应该与AI投资热潮所主导的这轮市场牛市对抗，也不应该过度痴迷于追涨。“投资者们现在正面临这样的相对积极局面：一方面仓位看起来偏高，另一方面科技股的上涨势头丝毫没有放缓迹象。”来自高盛的Pasquariello表示。</p><p style=\"text-align: justify;\">“我是否喜欢当前的仓位设置和战术层面的风险/回报?老实说，我并不喜欢。”他写道。“话虽如此，我是否认为你应该站到美国超大盘科技巨头这列‘超级牛市货运列车’前面呢?我不这么认为。投资者们不要逆势对抗大型科技巨头牛市行情。”</p><p style=\"text-align: justify;\">高盛自身的主要经纪业务数据显示，基本面投资者的总敞口虽有所提升，但净敞口仍然受限。这表明对冲基金虽然在积极交易以获取beta和alpha收益，但在追高方面仍表现出犹豫。分析认为，9月份的市场主线是投资者们逐步接受了“金发姑娘”式的经济叙事。结论是，虽然市场上的多头仓位比几周前有所增加，但“很少有人过度冒险”，这意味着市场仍有吸纳新资金的能力。</p><p style=\"text-align: justify;\">毋庸置疑的是，近期全球DRAM和NAND系列存储产品价格大涨，以及前不久远超市场预期的4550亿美元的合同储备的全球云计算巨头甲骨文，以及全球AI ASIC芯片“超级霸主”博通在近日公布的强劲业绩与未来展望大幅强化了AI GPU、ASIC以及HBM等AI算力基础设施板块的“长期牛市叙事”。生成式AI应用与AI智能体所主导的推理端带来的AI算力需求堪称“星辰大海”，有望推动人工智能算力基础设施市场持续呈现出指数级别增长，“AI推理系统”也是黄仁勋认为英伟达未来营收的最大规模来源。</p><p style=\"text-align: justify;\">正是在英伟达、Meta、谷歌、甲骨文、台积电以及博通等大型科技巨头以及AI算力产业链领军者史诗级股价涨势与今年以来持续强劲的业绩带领之下，一股史无前例的AI投资热潮席卷美股市场以及全球股票市场，带动标普500指数以及全球股指基准股指——MSCI全球指数自4月以来大幅上攻，近日更是不断创下历史新高。</p><p style=\"text-align: justify;\"><strong>华尔街高呼AI驱动的牛市行情远未完结</strong></p><p style=\"text-align: justify;\">今年以来，标普500指数已创下超过20次历史新高，自4月低点以来反弹超过30%，在史无前例AI热潮的驱动之下，迄今为止美股投资者们无疑表现出强大的看涨韧性，但是在华尔街顶级分析师们看来，这波涨势未完待续。</p><p style=\"text-align: justify;\">在高盛最新发布的市场策略报告中，该机构将其对标普500指数的6个月和12个月的预期回报率上调至5%和8%，这意味着相对应的目标点位分别为7000和7200点。</p><p style=\"text-align: justify;\">来自德意志银行的股票市场分析师 Binky Chadha 近日将其对美国股市基准指数——标普500指数的年末目标上调至7,000点，意味着较当前水平还有逾7%的涨幅。来自巴克莱银行的同行也上调了他们的预测，而来自华尔街大行富国银行的分析师团队则预计明年美股将延续牛市步伐，预测到明年年底标普500指数将上涨11%。</p><p style=\"text-align: justify;\">“泡沫是有的，但只要科技巨头们的AI资本开支保持扩张态势，牛市就应当延续。”在克里斯托弗·哈维8月离任后接任富国银行首席股票分析职位的分析师Ohsung Kwon表示。</p><p style=\"text-align: justify;\">来自华尔街知名机构Evercore ISI的分析师Julian Emanuel预计在人工智能(AI)技术这一“一代人仅有一次”的划时代变革推动下，标普500指数到2026年底将攀升至7750点，预期潜在涨幅约20%。</p><p style=\"text-align: justify;\">整体而言，Emanuel的长期展望更为乐观，他强调，AI的普及将推动企业盈利和估值双重提升。Emanuel表示，在此过程中，标普500指数出现10%或以上的回调是有可能的，但他认为，在结构性牛市背景下，这类回调均属买入良机。这位分析师对于美股的牛市情景预测更为激进：Emanuel预测，若出现“AI驱动的资产泡沫”，标普500指数甚至可能攀升至9000点。</p></body></html>","source":"highlight_zhitongcaijin","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>高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市</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高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 22:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1348163.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1348163.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591f197978533795137daedf87e7f110","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/1348163.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142889366","content_text":"高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲的企业盈利增长数据与市场对人工智能重燃的火热看涨热情推动美股自4月以来强劲上涨且近期更是屡创历史新高点位，来自华尔街的顶级分析师们正在争相上调对标普500指数的年底以及明年展望。不仅看涨立场的分析师不断“撕研报”以上调目标，尤其是那些自今年以来长期看跌美股的分析人士更是不断“撕研报”——即在今年多次更新上调标普500指数目标点位，以跟上同行们的看涨预期以及美股史诗级的牛市步伐。整体而言，这些华尔街最顶级分析师普遍预计标普500指数成分股的整体盈利以及该基准指数的投资回报率将在2025年和2026年扩张，7000点甚至已经成标普500指数的“新锚”——多数分析师预测该指数到今年年末或者明年年初可能将大幅上涨至7000点左右。高盛：股市的基调仍然是看涨高盛对冲基金主管Pasquariello写道，从历史数据的角度来看，当美联储在经济增长具备韧性之际转向降息周期、而股市位于接近纪录高位时，市场表现非常有利。Pasquariello在致客户的报告中写道，加上在人工智能催化之下，全球股票市场的主要趋势与基调仍然向上。“所以，请每一位投资者坚定持有你想持有的股票标的。”他写道，并指出他本人相较于罗素2000指数更偏好纳斯达克100指数。他还建议投资者们利用期权市场来管理尾部风险。美国股市已连续三周上涨，打破了9月季节性疲弱的这一悲观看法，并无视对美国宏观经济指标的日益担忧。来自另一华尔街大行美国银行的策略师上周曾表示，过去两年大型科技股的无与伦比涨势还有进一步强化的空间，投资者们应当为更多涨幅进行看涨布局。尽管看涨情绪在上周将若干全球股票基准指数推入超买区域，但正如下图所示，市场中一些风险最高的投资角落仍表现出持续强劲的涨势。Pasquariello表示，投资者们既不应该与AI投资热潮所主导的这轮市场牛市对抗，也不应该过度痴迷于追涨。“投资者们现在正面临这样的相对积极局面：一方面仓位看起来偏高，另一方面科技股的上涨势头丝毫没有放缓迹象。”来自高盛的Pasquariello表示。“我是否喜欢当前的仓位设置和战术层面的风险/回报?老实说，我并不喜欢。”他写道。“话虽如此，我是否认为你应该站到美国超大盘科技巨头这列‘超级牛市货运列车’前面呢?我不这么认为。投资者们不要逆势对抗大型科技巨头牛市行情。”高盛自身的主要经纪业务数据显示，基本面投资者的总敞口虽有所提升，但净敞口仍然受限。这表明对冲基金虽然在积极交易以获取beta和alpha收益，但在追高方面仍表现出犹豫。分析认为，9月份的市场主线是投资者们逐步接受了“金发姑娘”式的经济叙事。结论是，虽然市场上的多头仓位比几周前有所增加，但“很少有人过度冒险”，这意味着市场仍有吸纳新资金的能力。毋庸置疑的是，近期全球DRAM和NAND系列存储产品价格大涨，以及前不久远超市场预期的4550亿美元的合同储备的全球云计算巨头甲骨文，以及全球AI ASIC芯片“超级霸主”博通在近日公布的强劲业绩与未来展望大幅强化了AI GPU、ASIC以及HBM等AI算力基础设施板块的“长期牛市叙事”。生成式AI应用与AI智能体所主导的推理端带来的AI算力需求堪称“星辰大海”，有望推动人工智能算力基础设施市场持续呈现出指数级别增长，“AI推理系统”也是黄仁勋认为英伟达未来营收的最大规模来源。正是在英伟达、Meta、谷歌、甲骨文、台积电以及博通等大型科技巨头以及AI算力产业链领军者史诗级股价涨势与今年以来持续强劲的业绩带领之下，一股史无前例的AI投资热潮席卷美股市场以及全球股票市场，带动标普500指数以及全球股指基准股指——MSCI全球指数自4月以来大幅上攻，近日更是不断创下历史新高。华尔街高呼AI驱动的牛市行情远未完结今年以来，标普500指数已创下超过20次历史新高，自4月低点以来反弹超过30%，在史无前例AI热潮的驱动之下，迄今为止美股投资者们无疑表现出强大的看涨韧性，但是在华尔街顶级分析师们看来，这波涨势未完待续。在高盛最新发布的市场策略报告中，该机构将其对标普500指数的6个月和12个月的预期回报率上调至5%和8%，这意味着相对应的目标点位分别为7000和7200点。来自德意志银行的股票市场分析师 Binky Chadha 近日将其对美国股市基准指数——标普500指数的年末目标上调至7,000点，意味着较当前水平还有逾7%的涨幅。来自巴克莱银行的同行也上调了他们的预测，而来自华尔街大行富国银行的分析师团队则预计明年美股将延续牛市步伐，预测到明年年底标普500指数将上涨11%。“泡沫是有的，但只要科技巨头们的AI资本开支保持扩张态势，牛市就应当延续。”在克里斯托弗·哈维8月离任后接任富国银行首席股票分析职位的分析师Ohsung Kwon表示。来自华尔街知名机构Evercore ISI的分析师Julian 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name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：阿里巴巴、百度使用自主研发的芯片训练人工智能模型</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{ 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class=\"h-time\">2025-09-11 23:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>直线拉升，截至发稿涨幅超8%， <a href=\"https://laohu8.com/S/BIDU\">百度</a> 涨近5%。消息称<strong>阿里巴巴、百度使用自主研发的芯片来训练人工智能模型。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ad1dfa27f4270aba5885dfec95e8266\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80455325aaccaf597c796d37f65b82ed\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/66fa9e63945fcaa67212790e2606b678","relate_stocks":{"BIDU":"百度","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199011675","content_text":"周四，阿里巴巴直线拉升，截至发稿涨幅超8%， 百度 涨近5%。消息称阿里巴巴、百度使用自主研发的芯片来训练人工智能模型。","news_type":1,"symbols_score_info":{"BABA":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476754586428232,"gmtCreate":1757402033619,"gmtModify":1757402035298,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"王兴背后的男人出手了？？","listText":"王兴背后的男人出手了？？","text":"王兴背后的男人出手了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476754586428232","repostId":"1155514597","repostType":2,"repost":{"id":"1155514597","kind":"news","pubTimestamp":1757401741,"share":"https://www.laohu8.com/m/news/1155514597?lang=&edition=full","pubTime":"2025-09-09 15:09","market":"hk","language":"zh","title":"市场监管总局已约谈主要外卖平台，抵制恶性补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=1155514597","media":"央视新闻客户端","summary":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。（央视新闻）","content":"<html><head></head><body><p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。</p><p style=\"text-align: justify;\">下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。</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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href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"JD":"京东","09988":"阿里巴巴-W","09618":"京东集团-SW","MPNGY":"美团ADR","03690":"美团-W","BABA":"阿里巴巴"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155514597","content_text":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1.1,"09988":1.1,"BABA":1.1,"JD":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475286409028072,"gmtCreate":1757040503889,"gmtModify":1757040505130,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"<a 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href=https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大...</p>\n\n<a href=\"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"JD":"京东","09988":"阿里巴巴-W","09618":"京东集团-SW","MPNGY":"美团ADR","03690":"美团-W","BABA":"阿里巴巴"},"source_url":"https://ysxw.cctv.cn/article.html?toc_style_id=feeds_default&item_id=11579107351353136861&channelId=1215","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155514597","content_text":"9月9日，从市场监管总局召开的例行发布会上了解到，针对近期外卖平台补贴争议，市场监管总局新闻发言人王秋苹介绍，市场监管总局已经及时约谈主要外卖平台，相关平台快速响应，集体发声，承诺严守法律法规，杜绝不正当竞争，抵制恶性补贴，推动行业规范有序发展。下一步，市场监管总局将密切关注外卖行业竞争情况，要求提升服务质量，严守食品安全底线，保障消费体验；督促平台合理控制补贴，避免冲击正常价格体系；推动平台加大对商家的扶持力度，提高骑手权益保障，构建消费者、商家、骑手、平台多方共赢的良性生态。","news_type":1,"symbols_score_info":{"03690":1.1,"09618":1.1,"09988":1.1,"BABA":1.1,"JD":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472897388138864,"gmtCreate":1756485332615,"gmtModify":1756485334352,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 多空博弈，目前空头优势，但多头也在拼刺刀。现在最好清仓等待局势明了再进","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 多空博弈，目前空头优势，但多头也在拼刺刀。现在最好清仓等待局势明了再进","text":"$蔚来(NIO)$ 多空博弈，目前空头优势，但多头也在拼刺刀。现在最好清仓等待局势明了再进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472897388138864","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"对于做长线的我来说，近一倍利润已在囊中，这点波动一点也不在乎[贱笑][贱笑][贱笑]","text":"对于做长线的我来说，近一倍利润已在囊中，这点波动一点也不在乎[贱笑][贱笑][贱笑]","html":"对于做长线的我来说，近一倍利润已在囊中，这点波动一点也不在乎[贱笑][贱笑][贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481430717304944,"gmtCreate":1758560863084,"gmtModify":1758560865409,"author":{"id":"3519339530941156","authorId":"3519339530941156","name":"LOMO","avatar":"https://static.tigerbbs.com/0db38df8c7e105e12ef37fe82a024b99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519339530941156","authorIdStr":"3519339530941156"},"themes":[],"htmlText":"不管你信不信，反正我不信","listText":"不管你信不信，反正我不信","text":"不管你信不信，反正我不信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481430717304944","repostId":"1142889366","repostType":2,"repost":{"id":"1142889366","kind":"news","pubTimestamp":1758550427,"share":"https://www.laohu8.com/m/news/1142889366?lang=&edition=full","pubTime":"2025-09-22 22:13","market":"us","language":"zh","title":"高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=1142889366","media":"智通财经网","summary":"应当采取“负责任且稳健的看多策略”。","content":"<html><head></head><body><p>高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84951beed68eb505d11cdc76db911c13\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲的企业盈利增长数据与市场对人工智能重燃的火热看涨热情推动美股自4月以来强劲上涨且近期更是屡创历史新高点位，来自华尔街的顶级分析师们正在争相上调对标普500指数的年底以及明年展望。</p><p style=\"text-align: justify;\">不仅看涨立场的分析师不断“撕研报”以上调目标，尤其是那些自今年以来长期看跌美股的分析人士更是不断“撕研报”——即在今年多次更新上调标普500指数目标点位，以跟上同行们的看涨预期以及美股史诗级的牛市步伐。</p><p style=\"text-align: justify;\">整体而言，这些华尔街最顶级分析师普遍预计标普500指数成分股的整体盈利以及该基准指数的投资回报率将在2025年和2026年扩张，7000点甚至已经成标普500指数的“新锚”——多数分析师预测该指数到今年年末或者明年年初可能将大幅上涨至7000点左右。</p><p style=\"text-align: justify;\"><strong>高盛：股市的基调仍然是看涨</strong></p><p style=\"text-align: justify;\">高盛对冲基金主管Pasquariello写道，从历史数据的角度来看，当美联储在经济增长具备韧性之际转向降息周期、而股市位于接近纪录高位时，市场表现非常有利。Pasquariello在致客户的报告中写道，加上在人工智能催化之下，全球股票市场的主要趋势与基调仍然向上。</p><p style=\"text-align: justify;\">“所以，请每一位投资者坚定持有你想持有的股票标的。”他写道，并指出他本人相较于罗素2000指数更偏好纳斯达克100指数。他还建议投资者们利用期权市场来管理尾部风险。</p><p style=\"text-align: justify;\">美国股市已连续三周上涨，打破了9月季节性疲弱的这一悲观看法，并无视对美国宏观经济指标的日益担忧。来自另一华尔街大行美国银行的策略师上周曾表示，过去两年大型科技股的无与伦比涨势还有进一步强化的空间，投资者们应当为更多涨幅进行看涨布局。</p><p style=\"text-align: justify;\">尽管看涨情绪在上周将若干全球股票基准指数推入超买区域，但正如下图所示，市场中一些风险最高的投资角落仍表现出持续强劲的涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dae902d092787ada3c26321494b01f83\" alt=\"\" title=\"\" tg-width=\"707\" tg-height=\"713\"/></p><p style=\"text-align: justify;\">Pasquariello表示，投资者们既不应该与AI投资热潮所主导的这轮市场牛市对抗，也不应该过度痴迷于追涨。“投资者们现在正面临这样的相对积极局面：一方面仓位看起来偏高，另一方面科技股的上涨势头丝毫没有放缓迹象。”来自高盛的Pasquariello表示。</p><p style=\"text-align: justify;\">“我是否喜欢当前的仓位设置和战术层面的风险/回报?老实说，我并不喜欢。”他写道。“话虽如此，我是否认为你应该站到美国超大盘科技巨头这列‘超级牛市货运列车’前面呢?我不这么认为。投资者们不要逆势对抗大型科技巨头牛市行情。”</p><p style=\"text-align: justify;\">高盛自身的主要经纪业务数据显示，基本面投资者的总敞口虽有所提升，但净敞口仍然受限。这表明对冲基金虽然在积极交易以获取beta和alpha收益，但在追高方面仍表现出犹豫。分析认为，9月份的市场主线是投资者们逐步接受了“金发姑娘”式的经济叙事。结论是，虽然市场上的多头仓位比几周前有所增加，但“很少有人过度冒险”，这意味着市场仍有吸纳新资金的能力。</p><p style=\"text-align: justify;\">毋庸置疑的是，近期全球DRAM和NAND系列存储产品价格大涨，以及前不久远超市场预期的4550亿美元的合同储备的全球云计算巨头甲骨文，以及全球AI ASIC芯片“超级霸主”博通在近日公布的强劲业绩与未来展望大幅强化了AI GPU、ASIC以及HBM等AI算力基础设施板块的“长期牛市叙事”。生成式AI应用与AI智能体所主导的推理端带来的AI算力需求堪称“星辰大海”，有望推动人工智能算力基础设施市场持续呈现出指数级别增长，“AI推理系统”也是黄仁勋认为英伟达未来营收的最大规模来源。</p><p style=\"text-align: justify;\">正是在英伟达、Meta、谷歌、甲骨文、台积电以及博通等大型科技巨头以及AI算力产业链领军者史诗级股价涨势与今年以来持续强劲的业绩带领之下，一股史无前例的AI投资热潮席卷美股市场以及全球股票市场，带动标普500指数以及全球股指基准股指——MSCI全球指数自4月以来大幅上攻，近日更是不断创下历史新高。</p><p style=\"text-align: justify;\"><strong>华尔街高呼AI驱动的牛市行情远未完结</strong></p><p style=\"text-align: justify;\">今年以来，标普500指数已创下超过20次历史新高，自4月低点以来反弹超过30%，在史无前例AI热潮的驱动之下，迄今为止美股投资者们无疑表现出强大的看涨韧性，但是在华尔街顶级分析师们看来，这波涨势未完待续。</p><p style=\"text-align: justify;\">在高盛最新发布的市场策略报告中，该机构将其对标普500指数的6个月和12个月的预期回报率上调至5%和8%，这意味着相对应的目标点位分别为7000和7200点。</p><p style=\"text-align: justify;\">来自德意志银行的股票市场分析师 Binky Chadha 近日将其对美国股市基准指数——标普500指数的年末目标上调至7,000点，意味着较当前水平还有逾7%的涨幅。来自巴克莱银行的同行也上调了他们的预测，而来自华尔街大行富国银行的分析师团队则预计明年美股将延续牛市步伐，预测到明年年底标普500指数将上涨11%。</p><p style=\"text-align: justify;\">“泡沫是有的，但只要科技巨头们的AI资本开支保持扩张态势，牛市就应当延续。”在克里斯托弗·哈维8月离任后接任富国银行首席股票分析职位的分析师Ohsung Kwon表示。</p><p style=\"text-align: justify;\">来自华尔街知名机构Evercore ISI的分析师Julian Emanuel预计在人工智能(AI)技术这一“一代人仅有一次”的划时代变革推动下，标普500指数到2026年底将攀升至7750点，预期潜在涨幅约20%。</p><p style=\"text-align: justify;\">整体而言，Emanuel的长期展望更为乐观，他强调，AI的普及将推动企业盈利和估值双重提升。Emanuel表示，在此过程中，标普500指数出现10%或以上的回调是有可能的，但他认为，在结构性牛市背景下，这类回调均属买入良机。这位分析师对于美股的牛市情景预测更为激进：Emanuel预测，若出现“AI驱动的资产泡沫”，标普500指数甚至可能攀升至9000点。</p></body></html>","source":"highlight_zhitongcaijin","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>高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市</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高盛向投资者喊话：AI热潮与美联储降息背景之下，不要对抗牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 22:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1348163.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1348163.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591f197978533795137daedf87e7f110","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/1348163.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142889366","content_text":"高盛对冲基金业务负责人Tony Pasquariello近日发布研究报告表示，在美股一次又一次在大型科技巨头及AI领军者们带动下飙升至历史新高之际，投资者们不应该与史无前例AI投资热潮所主导的全球牛市行情对抗，市场存在更强劲的看涨动能，应当采取“负责任且稳健的看多策略”。有着“股票市场牛市旗手”称号的高盛，对于美股以及全球股市的投资态度与华尔街同行们近期普遍转向的“乐观看涨立场”完全一致。随着强劲的企业盈利增长数据与市场对人工智能重燃的火热看涨热情推动美股自4月以来强劲上涨且近期更是屡创历史新高点位，来自华尔街的顶级分析师们正在争相上调对标普500指数的年底以及明年展望。不仅看涨立场的分析师不断“撕研报”以上调目标，尤其是那些自今年以来长期看跌美股的分析人士更是不断“撕研报”——即在今年多次更新上调标普500指数目标点位，以跟上同行们的看涨预期以及美股史诗级的牛市步伐。整体而言，这些华尔街最顶级分析师普遍预计标普500指数成分股的整体盈利以及该基准指数的投资回报率将在2025年和2026年扩张，7000点甚至已经成标普500指数的“新锚”——多数分析师预测该指数到今年年末或者明年年初可能将大幅上涨至7000点左右。高盛：股市的基调仍然是看涨高盛对冲基金主管Pasquariello写道，从历史数据的角度来看，当美联储在经济增长具备韧性之际转向降息周期、而股市位于接近纪录高位时，市场表现非常有利。Pasquariello在致客户的报告中写道，加上在人工智能催化之下，全球股票市场的主要趋势与基调仍然向上。“所以，请每一位投资者坚定持有你想持有的股票标的。”他写道，并指出他本人相较于罗素2000指数更偏好纳斯达克100指数。他还建议投资者们利用期权市场来管理尾部风险。美国股市已连续三周上涨，打破了9月季节性疲弱的这一悲观看法，并无视对美国宏观经济指标的日益担忧。来自另一华尔街大行美国银行的策略师上周曾表示，过去两年大型科技股的无与伦比涨势还有进一步强化的空间，投资者们应当为更多涨幅进行看涨布局。尽管看涨情绪在上周将若干全球股票基准指数推入超买区域，但正如下图所示，市场中一些风险最高的投资角落仍表现出持续强劲的涨势。Pasquariello表示，投资者们既不应该与AI投资热潮所主导的这轮市场牛市对抗，也不应该过度痴迷于追涨。“投资者们现在正面临这样的相对积极局面：一方面仓位看起来偏高，另一方面科技股的上涨势头丝毫没有放缓迹象。”来自高盛的Pasquariello表示。“我是否喜欢当前的仓位设置和战术层面的风险/回报?老实说，我并不喜欢。”他写道。“话虽如此，我是否认为你应该站到美国超大盘科技巨头这列‘超级牛市货运列车’前面呢?我不这么认为。投资者们不要逆势对抗大型科技巨头牛市行情。”高盛自身的主要经纪业务数据显示，基本面投资者的总敞口虽有所提升，但净敞口仍然受限。这表明对冲基金虽然在积极交易以获取beta和alpha收益，但在追高方面仍表现出犹豫。分析认为，9月份的市场主线是投资者们逐步接受了“金发姑娘”式的经济叙事。结论是，虽然市场上的多头仓位比几周前有所增加，但“很少有人过度冒险”，这意味着市场仍有吸纳新资金的能力。毋庸置疑的是，近期全球DRAM和NAND系列存储产品价格大涨，以及前不久远超市场预期的4550亿美元的合同储备的全球云计算巨头甲骨文，以及全球AI ASIC芯片“超级霸主”博通在近日公布的强劲业绩与未来展望大幅强化了AI GPU、ASIC以及HBM等AI算力基础设施板块的“长期牛市叙事”。生成式AI应用与AI智能体所主导的推理端带来的AI算力需求堪称“星辰大海”，有望推动人工智能算力基础设施市场持续呈现出指数级别增长，“AI推理系统”也是黄仁勋认为英伟达未来营收的最大规模来源。正是在英伟达、Meta、谷歌、甲骨文、台积电以及博通等大型科技巨头以及AI算力产业链领军者史诗级股价涨势与今年以来持续强劲的业绩带领之下，一股史无前例的AI投资热潮席卷美股市场以及全球股票市场，带动标普500指数以及全球股指基准股指——MSCI全球指数自4月以来大幅上攻，近日更是不断创下历史新高。华尔街高呼AI驱动的牛市行情远未完结今年以来，标普500指数已创下超过20次历史新高，自4月低点以来反弹超过30%，在史无前例AI热潮的驱动之下，迄今为止美股投资者们无疑表现出强大的看涨韧性，但是在华尔街顶级分析师们看来，这波涨势未完待续。在高盛最新发布的市场策略报告中，该机构将其对标普500指数的6个月和12个月的预期回报率上调至5%和8%，这意味着相对应的目标点位分别为7000和7200点。来自德意志银行的股票市场分析师 Binky Chadha 近日将其对美国股市基准指数——标普500指数的年末目标上调至7,000点，意味着较当前水平还有逾7%的涨幅。来自巴克莱银行的同行也上调了他们的预测，而来自华尔街大行富国银行的分析师团队则预计明年美股将延续牛市步伐，预测到明年年底标普500指数将上涨11%。“泡沫是有的，但只要科技巨头们的AI资本开支保持扩张态势，牛市就应当延续。”在克里斯托弗·哈维8月离任后接任富国银行首席股票分析职位的分析师Ohsung Kwon表示。来自华尔街知名机构Evercore ISI的分析师Julian Emanuel预计在人工智能(AI)技术这一“一代人仅有一次”的划时代变革推动下，标普500指数到2026年底将攀升至7750点，预期潜在涨幅约20%。整体而言，Emanuel的长期展望更为乐观，他强调，AI的普及将推动企业盈利和估值双重提升。Emanuel表示，在此过程中，标普500指数出现10%或以上的回调是有可能的，但他认为，在结构性牛市背景下，这类回调均属买入良机。这位分析师对于美股的牛市情景预测更为激进：Emanuel预测，若出现“AI驱动的资产泡沫”，标普500指数甚至可能攀升至9000点。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}