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09-28

🐯，你活该

美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头

09-16

手续费很贵的

币安完成 Arc 网络 USDC 集成并开放充值业务

07-08

狠狠的打，让他嘴硬

特朗普：今晚可能再次打击伊朗

04-01

在绝对的实力面前，只有服从跟接受

特朗普称将在两到三周内结束伊朗战事，伊朗总统：须保证不再侵略

去老虎APP查看更多动态

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14:28","market":"us","language":"zh","title":"美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1196299636","media":"老虎资讯综合","summary":"美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。AI热潮是科技股能够持续抵御宏观压力的重要原因。整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。","content":"<html><head></head><body><p style=\"text-align: left;\">美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。</p><p style=\"text-align: left;\">美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。</p><p style=\"text-align: left;\">随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。</p><p style=\"text-align: left;\">Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44ba37ca805ff621f70d5467b9eebe2a\" data-align=\"center\" tg-width=\"984\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>/ <a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe33934450529ba8afca239c62ac7c20\" data-align=\"center\" tg-width=\"979\" tg-height=\"682\"/><span></span></p><p style=\"text-align: left;\">从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。</p><p style=\"text-align: left;\">但进一步观察市场内部结构，情况并没有指数表现得那么乐观。</p><p style=\"text-align: left;\">自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。</p><p style=\"text-align: left;\">LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。</p><p style=\"text-align: left;\">目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。</p><p style=\"text-align: left;\">AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。</p><p style=\"text-align: left;\">不过，高利率对AI交易的影响可能正在逐渐显现。</p><p style=\"text-align: left;\">一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。</p><p style=\"text-align: left;\">更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。</p><p style=\"text-align: left;\">上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。</p><p style=\"text-align: left;\">Northwestern Mutual Wealth Management首席投资官Brent Schutte认为，随着AI建设越来越依赖债务融资，资金成本持续上升，科技股未来未必还能继续对利率保持“不敏感”。</p><p style=\"text-align: left;\">他指出，过去几年AI企业能够在利率上升期间支撑美国经济，但随着融资成本进一步攀升，这种能力可能受到挑战，“AI交易的风险特征已经发生变化”。</p><p style=\"text-align: left;\">整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。在美债收益率持续攀升的背景下，如果AI资本开支和盈利增长继续强劲，这种高度集中的行情仍可能延续；但一旦高融资成本开始削弱AI投资热潮，当前支撑大盘的核心力量也可能面临考验。</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>美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头</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美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头\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\">2026-09-28 14:28</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;\">美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。</p><p style=\"text-align: left;\">美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。</p><p style=\"text-align: left;\">随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。</p><p style=\"text-align: left;\">Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44ba37ca805ff621f70d5467b9eebe2a\" data-align=\"center\" tg-width=\"984\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>/ <a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe33934450529ba8afca239c62ac7c20\" data-align=\"center\" tg-width=\"979\" tg-height=\"682\"/><span></span></p><p style=\"text-align: left;\">从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。</p><p style=\"text-align: left;\">但进一步观察市场内部结构，情况并没有指数表现得那么乐观。</p><p style=\"text-align: left;\">自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。</p><p style=\"text-align: left;\">LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。</p><p style=\"text-align: left;\">目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。</p><p style=\"text-align: left;\">AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。</p><p style=\"text-align: left;\">不过，高利率对AI交易的影响可能正在逐渐显现。</p><p style=\"text-align: left;\">一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。</p><p style=\"text-align: left;\">更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。</p><p style=\"text-align: left;\">上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。</p><p style=\"text-align: left;\">Northwestern Mutual Wealth Management首席投资官Brent Schutte认为，随着AI建设越来越依赖债务融资，资金成本持续上升，科技股未来未必还能继续对利率保持“不敏感”。</p><p style=\"text-align: left;\">他指出，过去几年AI企业能够在利率上升期间支撑美国经济，但随着融资成本进一步攀升，这种能力可能受到挑战，“AI交易的风险特征已经发生变化”。</p><p style=\"text-align: left;\">整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。在美债收益率持续攀升的背景下，如果AI资本开支和盈利增长继续强劲，这种高度集中的行情仍可能延续；但一旦高融资成本开始削弱AI投资热潮，当前支撑大盘的核心力量也可能面临考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/831f75aa3d0313312b821dcad27c8ac8","relate_stocks":{"METQ":"Tradr 2X Short META Daily ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","AMAA":"Corgi AMZN 2x Daily ETF","09766":"南方两倍做多特斯拉-U","METU":"2倍做多META ETF-Direxion","TSLS":"1倍做空TSLA ETF-Direxion","MSFT":"微软","TSLT":"2倍做多TSLA ETF-T-Rex","METW":"Roundhill META WeeklyPay™ ETF","TSLW":"TSLA周配息ETF-Roundhill","TSLY":"TSLA期权收益策略ETF-YieldMax","AMZN":"亚马逊","TSLZ":"2倍做空TSLA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MSFC":"2倍做多MSFT ETF-Corgi","07366":"南方两倍做空特斯拉","GOGL":"2倍做多GOOGL ETF-Corgi","AZYY":"GraniteShares YieldBOOST AMZN ETF","MSFD":"1倍做空MSFT ETF-Direxion","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","AAPL":"苹果","MSFW":"Roundhill MSFT WeeklyPay ETF","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","TESC":"Corgi TSLA 2x Daily ETF","MSFX":"2倍做多MSFT ETF-T-Rex","TESL":"Simplify Volt TSLA Revolution ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","FBL":"2倍做多META ETF-GraniteShares","META":"Meta Platforms, Inc.","GOOX":"2倍做多GOOG ETF-T-REX","GOOY":"GOOGL期权收益策略ETF-YieldMax","NVC":"Corgi NVDA 2x Daily ETF","GGLL":"2倍做多GOOGL-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","GGLS":"1倍做空GOOGL ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","NVDB":"ProShares Ultra NVDA ETF","TSLA":"特斯拉","NVDD":"1倍做空NVDA ETF-Direxion","07766":"南方两倍做多特斯拉","NVDG":"2倍做多NVDA ETF- Leverage Shares","FBX":"Corgi META 2x Daily ETF","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","FBY":"META期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","GOOGL":"谷歌A","NVDQ":"2倍做空NVDA ETF-T-Rex","FBYY":"GraniteShares YieldBOOST META ETF","GOOG":"谷歌","APLY":"AAPL期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","TSDD":"2倍做空TSLA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","TSYY":"收益增强TSLA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPD":"1倍做空AAPL ETF-Direxion","AMZD":"1倍做空AMZN ETF-Direxion","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","AMZG":"Leverage Shares 2X Long AMZN Daily ETF",".SPX":"S&P 500 Index","TSII":"REX TSLA Growth & Income ETF","NVDA":"英伟达","AMZO":"Tradr 2x Short Amzn Daily Etf",".IXIC":"NASDAQ Composite","TSL":"1.25倍做多TSLA ETF-GraniteShares","AAPU":"2倍做多AAPL ETF-Direxion","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF",".DJI":"道琼斯","AAPW":"AAPL周配息ETF-Roundhill","TSLG":"2倍做多TSLA ETF-Leverage Shares","09366":"南方两倍做空特斯拉-U","AMZU":"2倍做多AMZN ETF-Direxion","TSLI":"2倍做多TSLA ETF-ProShares","AAPX":"2倍做多Apple ETF-T-Rex","AMZW":"Roundhill AMZN WeeklyPay™ ETF","METD":"1倍做空META ETF-Direxion","TLA":"GraniteShares Autocallable TSLA ETF","AAPY":"AAPL收益溢价策略ETF-Kurv","TSLL":"2倍做多TSLA ETF-Direxion","METG":"Leverage Shares 2x Long META Daily ETF","IOSX":"Corgi AAPL 2x Daily ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSLP":"TSLA收益溢价策略ETF-Kurv","AMZZ":"2倍做多AMZN ETF-GraniteShares","TSLQ":"2倍做空TSLA ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196299636","content_text":"美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 谷歌A/ 谷歌、 亚马逊、 苹果、 Meta Platforms, Inc.、 微软、 英伟达和 特斯拉。从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。但进一步观察市场内部结构，情况并没有指数表现得那么乐观。自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。不过，高利率对AI交易的影响可能正在逐渐显现。一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。Northwestern Mutual Wealth Management首席投资官Brent 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20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据官方公告，<span>币安宣布完成 USDC 于 Arc 网络的集成，充值业务现已开放，提现业务将在充值量达到一定规模后开放。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU1861217088.USD":"贝莱德金融科技A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","CRCL":"Circle Internet Corp.","BK4023":"应用软件","ICRC":"Bitwise CRCL Option Income Strategy ETF","CIR":"2倍做多CRCL ETF-Corgi","CCUP":"T-REX 2x Long CRCL Daily Target ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BLCK":"Corgi Crypto Infrastructure ETF","BKCH":"AdvisorShares Sabretooth ETF","CRCA":"Proshares Ultra CRCL","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","CRCD":"T-REX 2X Inverse CRCLDaily Target ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","CRCG":"2倍做多CRCL ETF-Leverage Shares","IBLC":"iShares 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20:57","market":"us","language":"zh","title":"特朗普：今晚可能再次打击伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=2649996601","media":"格隆汇","summary":"美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。","content":"<html><head></head><body><p>美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。</p></body></html>","source":"live_gelonghui","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：今晚可能再次打击伊朗</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：今晚可能再次打击伊朗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 20:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2649996601","content_text":"美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548785428121128,"gmtCreate":1775004307355,"gmtModify":1775004320121,"author":{"id":"4197015543849052","authorId":"4197015543849052","name":"红芭乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197015543849052","idStr":"4197015543849052"},"themes":[],"title":"","htmlText":"在绝对的实力面前，只有服从跟接受","listText":"在绝对的实力面前，只有服从跟接受","text":"在绝对的实力面前，只有服从跟接受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548785428121128","repostId":"1165986285","repostType":4,"repost":{"id":"1165986285","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":1774997285,"share":"https://www.laohunote.com/m/news/1165986285?lang=zh_CN&edition=full","pubTime":"2026-04-01 06:48","market":"us","language":"zh","title":"特朗普称将在两到三周内结束伊朗战事，伊朗总统：须保证不再侵略","url":"https://stock-news.laohu8.com/highlight/detail?id=1165986285","media":"老虎资讯综合","summary":"无论我们是否达成协议，我们都会离开。","content":"<html><head></head><body><p>美国总统特朗普表示，预计美国将在两到三周内结束对伊朗的战争，暗示美国已基本实现其军事目标，并将霍尔木兹海峡问题的解决留给其他国家。</p><p>特朗普周二在白宫对记者表示：“我想说两周内，也许两周，也许三周。我们会离开，因为我们没有理由继续这样做。”特朗普暗示，伊朗仍有可能在此期间与美国达成协议。他说：“我们正在完成任务，我想大概两周内，也许再多几天就能完成工作，但我们要摧毁他们拥有的一切。现在，我们有可能在此之前达成协议，因为我们会打击桥梁——我们已经打击了一些，我们心里还有几座不错的桥。但如果他们愿意坐到谈判桌前，那将是件好事。”</p><p>特朗普还称，不需要与伊朗达成协议，美国就能结束战争。当我们觉得他们被迫回到石器时代，无法制造核武器时，无论我们是否达成协议，我们都会离开。</p><p><strong>伊朗总统：要结束战争 对方须保证不再侵略</strong></p><p>伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。</p><p>据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。</p><p>佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。</p><p>佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”</p><p>报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普称将在两到三周内结束伊朗战事，伊朗总统：须保证不再侵略</title>\n<style 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06:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普表示，预计美国将在两到三周内结束对伊朗的战争，暗示美国已基本实现其军事目标，并将霍尔木兹海峡问题的解决留给其他国家。</p><p>特朗普周二在白宫对记者表示：“我想说两周内，也许两周，也许三周。我们会离开，因为我们没有理由继续这样做。”特朗普暗示，伊朗仍有可能在此期间与美国达成协议。他说：“我们正在完成任务，我想大概两周内，也许再多几天就能完成工作，但我们要摧毁他们拥有的一切。现在，我们有可能在此之前达成协议，因为我们会打击桥梁——我们已经打击了一些，我们心里还有几座不错的桥。但如果他们愿意坐到谈判桌前，那将是件好事。”</p><p>特朗普还称，不需要与伊朗达成协议，美国就能结束战争。当我们觉得他们被迫回到石器时代，无法制造核武器时，无论我们是否达成协议，我们都会离开。</p><p><strong>伊朗总统：要结束战争 对方须保证不再侵略</strong></p><p>伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。</p><p>据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。</p><p>佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。</p><p>佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”</p><p>报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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对方须保证不再侵略伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":548785428121128,"gmtCreate":1775004307355,"gmtModify":1775004320121,"author":{"id":"4197015543849052","authorId":"4197015543849052","name":"红芭乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197015543849052","idStr":"4197015543849052"},"themes":[],"title":"","htmlText":"在绝对的实力面前，只有服从跟接受","listText":"在绝对的实力面前，只有服从跟接受","text":"在绝对的实力面前，只有服从跟接受","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548785428121128","repostId":"1165986285","repostType":4,"repost":{"id":"1165986285","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":1774997285,"share":"https://www.laohunote.com/m/news/1165986285?lang=zh_CN&edition=full","pubTime":"2026-04-01 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对方须保证不再侵略</strong></p><p>伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。</p><p>据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。</p><p>佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。</p><p>佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”</p><p>报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普称将在两到三周内结束伊朗战事，伊朗总统：须保证不再侵略</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特朗普称将在两到三周内结束伊朗战事，伊朗总统：须保证不再侵略\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-01 06:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普表示，预计美国将在两到三周内结束对伊朗的战争，暗示美国已基本实现其军事目标，并将霍尔木兹海峡问题的解决留给其他国家。</p><p>特朗普周二在白宫对记者表示：“我想说两周内，也许两周，也许三周。我们会离开，因为我们没有理由继续这样做。”特朗普暗示，伊朗仍有可能在此期间与美国达成协议。他说：“我们正在完成任务，我想大概两周内，也许再多几天就能完成工作，但我们要摧毁他们拥有的一切。现在，我们有可能在此之前达成协议，因为我们会打击桥梁——我们已经打击了一些，我们心里还有几座不错的桥。但如果他们愿意坐到谈判桌前，那将是件好事。”</p><p>特朗普还称，不需要与伊朗达成协议，美国就能结束战争。当我们觉得他们被迫回到石器时代，无法制造核武器时，无论我们是否达成协议，我们都会离开。</p><p><strong>伊朗总统：要结束战争 对方须保证不再侵略</strong></p><p>伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。</p><p>据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。</p><p>佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。</p><p>佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”</p><p>报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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对方须保证不再侵略伊朗总统佩泽希齐扬3月31日表示，伊朗有结束战争的“必要意愿”，前提是对方满足伊方诉求，特别是作出不再侵略的必要保证。据伊朗光明通讯社报道，佩泽希齐扬当天与欧洲理事会主席科斯塔通电话时表示，局势正常化的解决方案是停止美国和以色列的侵略性袭击。他重申，伊朗在任何阶段都没有寻求局势紧张和战争，并“具备结束这场战争的必要意愿”。佩泽希齐扬指出，伊朗曾带着诚意和建设性态度进入与美国的谈判，却在谈判中途遭到非法袭击。这一问题证明，美国不相信外交，而仅仅是在“寻求发号施令以实现其贪婪企图”。佩泽希齐扬还说：“我们尊重邻国主权，无意攻击它们。但遗憾的是，美国在这些国家设军事基地，而且从这些国家的领土对我们发动袭击，这些国家未能履行防止本国领土被用于袭击伊朗的国际责任。”报道说，科斯塔在通话中强调停止当前战事和紧张局势的必要性。他表示，欧洲国家绝不支持这种针对伊朗的侵略，并认为这违反了国际法和国际规则。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612679256023256,"gmtCreate":1790587437573,"gmtModify":1790587664946,"author":{"id":"4197015543849052","authorId":"4197015543849052","name":"红芭乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197015543849052","idStr":"4197015543849052"},"themes":[],"title":"","htmlText":"🐯，你活该","listText":"🐯，你活该","text":"🐯，你活该","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612679256023256","repostId":"1196299636","repostType":2,"repost":{"id":"1196299636","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":1790576899,"share":"https://www.laohunote.com/m/news/1196299636?lang=zh_CN&edition=full","pubTime":"2026-09-28 14:28","market":"us","language":"zh","title":"美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1196299636","media":"老虎资讯综合","summary":"美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。AI热潮是科技股能够持续抵御宏观压力的重要原因。整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。","content":"<html><head></head><body><p style=\"text-align: left;\">美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。</p><p style=\"text-align: left;\">美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。</p><p style=\"text-align: left;\">随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。</p><p style=\"text-align: left;\">Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44ba37ca805ff621f70d5467b9eebe2a\" data-align=\"center\" tg-width=\"984\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>/ <a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe33934450529ba8afca239c62ac7c20\" data-align=\"center\" tg-width=\"979\" tg-height=\"682\"/><span></span></p><p style=\"text-align: left;\">从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。</p><p style=\"text-align: left;\">但进一步观察市场内部结构，情况并没有指数表现得那么乐观。</p><p style=\"text-align: left;\">自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。</p><p style=\"text-align: left;\">LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。</p><p style=\"text-align: left;\">目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。</p><p style=\"text-align: left;\">AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。</p><p style=\"text-align: left;\">不过，高利率对AI交易的影响可能正在逐渐显现。</p><p style=\"text-align: left;\">一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。</p><p style=\"text-align: left;\">更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。</p><p style=\"text-align: left;\">上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。</p><p style=\"text-align: left;\">Northwestern Mutual Wealth Management首席投资官Brent Schutte认为，随着AI建设越来越依赖债务融资，资金成本持续上升，科技股未来未必还能继续对利率保持“不敏感”。</p><p style=\"text-align: left;\">他指出，过去几年AI企业能够在利率上升期间支撑美国经济，但随着融资成本进一步攀升，这种能力可能受到挑战，“AI交易的风险特征已经发生变化”。</p><p style=\"text-align: left;\">整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。在美债收益率持续攀升的背景下，如果AI资本开支和盈利增长继续强劲，这种高度集中的行情仍可能延续；但一旦高融资成本开始削弱AI投资热潮，当前支撑大盘的核心力量也可能面临考验。</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>美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头</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美股创新高只是“假象”？大批个股已掉队，真正撑住市场的只剩科技巨头\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\">2026-09-28 14:28</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;\">美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。</p><p style=\"text-align: left;\">美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。</p><p style=\"text-align: left;\">随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。</p><p style=\"text-align: left;\">Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44ba37ca805ff621f70d5467b9eebe2a\" data-align=\"center\" tg-width=\"984\" tg-height=\"676\"/><span></span></p><p style=\"text-align: left;\">与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>/ <a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe33934450529ba8afca239c62ac7c20\" data-align=\"center\" tg-width=\"979\" tg-height=\"682\"/><span></span></p><p style=\"text-align: left;\">从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。</p><p style=\"text-align: left;\">但进一步观察市场内部结构，情况并没有指数表现得那么乐观。</p><p style=\"text-align: left;\">自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。</p><p style=\"text-align: left;\">LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。</p><p style=\"text-align: left;\">目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。</p><p style=\"text-align: left;\">AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。</p><p style=\"text-align: left;\">不过，高利率对AI交易的影响可能正在逐渐显现。</p><p style=\"text-align: left;\">一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。</p><p style=\"text-align: left;\">更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。</p><p style=\"text-align: left;\">上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。</p><p style=\"text-align: left;\">Northwestern Mutual Wealth Management首席投资官Brent Schutte认为，随着AI建设越来越依赖债务融资，资金成本持续上升，科技股未来未必还能继续对利率保持“不敏感”。</p><p style=\"text-align: left;\">他指出，过去几年AI企业能够在利率上升期间支撑美国经济，但随着融资成本进一步攀升，这种能力可能受到挑战，“AI交易的风险特征已经发生变化”。</p><p style=\"text-align: left;\">整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。在美债收益率持续攀升的背景下，如果AI资本开支和盈利增长继续强劲，这种高度集中的行情仍可能延续；但一旦高融资成本开始削弱AI投资热潮，当前支撑大盘的核心力量也可能面临考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/831f75aa3d0313312b821dcad27c8ac8","relate_stocks":{"METQ":"Tradr 2X Short META Daily ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","AMAA":"Corgi AMZN 2x Daily ETF","09766":"南方两倍做多特斯拉-U","METU":"2倍做多META ETF-Direxion","TSLS":"1倍做空TSLA ETF-Direxion","MSFT":"微软","TSLT":"2倍做多TSLA ETF-T-Rex","METW":"Roundhill META WeeklyPay™ ETF","TSLW":"TSLA周配息ETF-Roundhill","TSLY":"TSLA期权收益策略ETF-YieldMax","AMZN":"亚马逊","TSLZ":"2倍做空TSLA ETF-T-Rex","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MSFC":"2倍做多MSFT ETF-Corgi","07366":"南方两倍做空特斯拉","GOGL":"2倍做多GOOGL ETF-Corgi","AZYY":"GraniteShares YieldBOOST AMZN ETF","MSFD":"1倍做空MSFT ETF-Direxion","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","AAPL":"苹果","MSFW":"Roundhill MSFT WeeklyPay ETF","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","TESC":"Corgi TSLA 2x Daily ETF","MSFX":"2倍做多MSFT ETF-T-Rex","TESL":"Simplify Volt TSLA Revolution ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","FBL":"2倍做多META ETF-GraniteShares","META":"Meta Platforms, Inc.","GOOX":"2倍做多GOOG ETF-T-REX","GOOY":"GOOGL期权收益策略ETF-YieldMax","NVC":"Corgi NVDA 2x Daily ETF","GGLL":"2倍做多GOOGL-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","GGLS":"1倍做空GOOGL ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","NVDB":"ProShares Ultra NVDA ETF","TSLA":"特斯拉","NVDD":"1倍做空NVDA ETF-Direxion","07766":"南方两倍做多特斯拉","NVDG":"2倍做多NVDA ETF- Leverage Shares","FBX":"Corgi META 2x Daily ETF","CRSH":"做空TSLA 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ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196299636","content_text":"美股表面平静，内部却加速分化：科技巨头撑住指数，美债收益率飙升正在改变AI交易逻辑。美股主要指数仍徘徊在历史高位附近，但市场内部正在出现越来越明显的分化。标普500指数周五距离历史高位仅一步之遥，衡量市场恐慌情绪的VIX指数收于15，远低于长期平均水平。不过，在指数保持强势的背后，大量个股实际上已经明显走弱。随着美国国债收益率持续攀升，公用事业、房地产投资信托基金（REITs）、住宅建筑商等利率敏感板块承压，资金重新集中流向大型科技股。少数权重股的强势表现，正在掩盖美股整体市场广度持续恶化的问题。Fairlead Strategies数据显示，近期纽约证券交易所创至少一年新低的股票数量，一度升至2025年4月以来最高水平。当时特朗普政府公布超预期强硬的关税政策，曾引发全球市场剧烈震荡。与此同时，自8月中旬市场广度开始收窄以来，半导体、科技硬件、软件等少数科技板块贡献了标普500指数几乎全部涨幅。“科技七巨头”重新成为推动市场上行的核心力量，包括 谷歌A/ 谷歌、 亚马逊、 苹果、 Meta Platforms, Inc.、 微软、 英伟达和 特斯拉。从指数表现来看，这种集中度暂时并未阻止美股上涨。标普500和纳斯达克综合指数仍接近历史高位，道指上周五也避免连续第四周下跌。其中，Meta表现尤其突出，受Muse人工智能代理发布推动，公司股价9月以来累计涨幅有望超过30%。但进一步观察市场内部结构，情况并没有指数表现得那么乐观。自7月28日标普500阶段低点以来，指数成分股中处于200日移动平均线上方的股票比例，已经从73%下降至51%。也就是说，在标普500不断逼近历史新高的同时，真正参与上涨的股票反而越来越少。LPL Financial首席跨资产策略师Adam Turnquist指出，市场广度收窄并不意味着美股即将出现反转，这种现象在本轮牛市中并不少见。但这意味着市场上涨的结构性支撑正在变得越来越集中，一旦当前领涨板块转弱，整体市场也会更加脆弱。目前，科技股仍表现出较强的高利率承受能力。Fairlead Strategies创始人Katie Stockton认为，市场风险偏好依然存在，而随着大量非科技板块进入超卖区域，美股仍存在进一步反弹的空间。AI热潮是科技股能够持续抵御宏观压力的重要原因。过去数年，大型科技企业凭借强劲的盈利增长和AI投资预期，持续吸引资金流入；相比之下，周期股和利率敏感板块缺乏类似的盈利故事，在消费者承压以及经济越来越依赖AI投资的背景下表现明显落后。不过，高利率对AI交易的影响可能正在逐渐显现。一方面，债券收益率上升会降低企业未来盈利的现值，同时提升美国国债、黄金等资产相对于股票的吸引力；另一方面，大型云计算公司正在投入巨额资金建设数据中心、采购AI芯片，更高的融资成本最终也可能增加AI基础设施投资压力。更值得关注的是，科技公司为了支持AI基础设施建设，正在大量发行公司债。债券供给进一步增加，可能反过来继续推高市场收益率，从而形成“AI投资增加融资需求—债券供给上升—收益率走高—AI融资成本继续增加”的反馈循环。上周美债抛售进一步加剧，即使美国财政部进行了本月第二次债券回购操作以改善市场流动性，10年期和30年期美债收益率仍触及数十年来高位。Northwestern Mutual Wealth Management首席投资官Brent Schutte认为，随着AI建设越来越依赖债务融资，资金成本持续上升，科技股未来未必还能继续对利率保持“不敏感”。他指出，过去几年AI企业能够在利率上升期间支撑美国经济，但随着融资成本进一步攀升，这种能力可能受到挑战，“AI交易的风险特征已经发生变化”。整体来看，目前美股最大的矛盾并非指数是否仍在创新高，而是上涨越来越依赖少数大型科技股。在美债收益率持续攀升的背景下，如果AI资本开支和盈利增长继续强劲，这种高度集中的行情仍可能延续；但一旦高融资成本开始削弱AI投资热潮，当前支撑大盘的核心力量也可能面临考验。","news_type":1,"symbols_score_info":{"GOOY":0.6,"NVDQ":0.6,"GOOW":0.6,"METW":0.6,"METG":0.6,"NVDX":0.6,"TSL":0.6,".DJI":2,"FBY":0.6,"MSFO":0.6,"GOOL":0.6,"GOOX":0.6,"ELOL":0.6,"DIPS":0.6,"NVDA":2,"TSLO":0.6,"AAPU":0.6,"YMmain":2,"AMZP":0.6,"NQmain":2,"TSLW":0.6,"GOOG":2,"AMZD":0.6,"IOSX":0.6,"07766":0.6,"AMZZ":0.6,"APLY":0.6,"AAPY":0.6,"MSFT":2,"TSLL":0.6,"AMZW":0.6,"AMZO":0.6,"AAPW":0.6,"TSYY":0.6,"GGLS":0.6,"MSFC":0.6,"NVDL":0.6,"AMZG":0.6,"NVDB":0.6,"AMZY":0.6,"TESC":0.6,"TSLT":0.6,"09766":0.6,"GOGL":0.6,"TSLQ":0.6,"TSII":0.6,"07388":0.6,"07366":0.6,"NVDG":0.6,"ANV":0.6,"07788":0.6,"NVDD":0.6,"TSLP":0.6,"TESL":0.6,"NVDU":0.6,"NVD":0.6,"ESmain":2,"NVDS":0.6,"TSLG":0.6,"TSLY":0.6,"TSLR":0.6,".IXIC":2,"AMZN":2,"09366":0.6,"NVDY":0.6,"FBYY":0.6,"TSLI":0.6,"MSFU":0.6,"GOOGL":2,"AAPD":0.6,"AAPX":0.6,"AMAA":0.6,"NVDO":0.6,"MSFY":0.6,"METD":0.6,"TSLS":0.6,"TLA":0.6,"FBX":0.6,"GGLL":0.6,"AAPL":2,"FBL":0.6,"TSLA":2,"NVYY":0.6,"MSFW":0.6,"GOOP":0.6,"NVDW":0.6,"AAPB":0.6,"MSFX":0.6,"AMZU":0.6,"TSDD":0.6,"TSLZ":0.6,"META":2,"METU":0.6,"AZYY":0.6,"GOU":0.6,"MSFL":0.6,"NVII":0.6,"TEST":0.6,"MSFD":0.6,"METQ":0.6,"NVC":0.6,".SPX":2,"CRSH":0.6,"AAPE":0.6}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608446075695728,"gmtCreate":1789566246823,"gmtModify":1789566649118,"author":{"id":"4197015543849052","authorId":"4197015543849052","name":"红芭乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197015543849052","idStr":"4197015543849052"},"themes":[],"title":"","htmlText":"手续费很贵的","listText":"手续费很贵的","text":"手续费很贵的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608446075695728","repostId":"2667833059","repostType":2,"repost":{"id":"2667833059","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1789560822,"share":"https://www.laohunote.com/m/news/2667833059?lang=zh_CN&edition=full","pubTime":"2026-09-16 20:13","market":"sh","language":"zh","title":"币安完成 Arc 网络 USDC 集成并开放充值业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2667833059","media":"链捕手","summary":" ChainCatcher 消息，据官方公告，币安宣布完成 USDC 于 Arc 网络的集成，充值业务现已开放，提现业务将在充值量达到一定规模后开放。 ","content":"<html><body><p>ChainCatcher 消息，据官方公告，<span>币安宣布完成 USDC 于 Arc 网络的集成，充值业务现已开放，提现业务将在充值量达到一定规模后开放。</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\" 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20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据官方公告，<span>币安宣布完成 USDC 于 Arc 网络的集成，充值业务现已开放，提现业务将在充值量达到一定规模后开放。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU1861217088.USD":"贝莱德金融科技A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","CRCL":"Circle Internet Corp.","BK4023":"应用软件","ICRC":"Bitwise CRCL Option Income Strategy ETF","CIR":"2倍做多CRCL ETF-Corgi","CCUP":"T-REX 2x Long CRCL Daily Target ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BLCK":"Corgi Crypto Infrastructure ETF","BKCH":"AdvisorShares Sabretooth ETF","CRCA":"Proshares Ultra CRCL","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","CRCD":"T-REX 2X Inverse CRCLDaily Target ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","CRCG":"2倍做多CRCL ETF-Leverage Shares","IBLC":"iShares 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20:57","market":"us","language":"zh","title":"特朗普：今晚可能再次打击伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=2649996601","media":"格隆汇","summary":"美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。","content":"<html><head></head><body><p>美国总统特朗普：我们昨晚对伊朗进行了严厉打击。今晚可能再次打击伊朗。</p></body></html>","source":"live_gelonghui","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：今晚可能再次打击伊朗</title>\n<style 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