medivh的个人主页 - 老虎社区

medivh

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IP属地：浙江

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2021-04-08

$哔哩哔哩(BILI)$危 😂

2022-06-07

$纳斯达克(.IXIC)$多头快来救我😭

2024-05-02

本来不信的[惊讶]

抱歉，原内容已删除

04-16

The Art of the 丢人

美欧贸易谈判“零进展”：欧盟预计美国将维持关税！美股回落，原油走低

2023-11-16

大家好我是库克，他说的都是真的，苹果要完了[贱笑]

抱歉，原内容已删除

2022-04-14

润了润了

抱歉，原内容已删除

2024-06-20

$英伟达(NVDA)$ 要么跌，要么爹

2024-03-05

$美国超微公司(AMD)$ 因为性能太强而利空也是蛮幽默呢

媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦

2023-06-03

😅

美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股

2023-03-26

😅

抱歉，原内容已删除

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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媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦\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\">2024-03-05 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" 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10:07","market":"us","language":"zh","title":"美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股","url":"https://stock-news.laohu8.com/highlight/detail?id=1126393395","media":"华尔街见闻","summary":"人工智能热潮让投资者向科技股投入了创纪录的资金。","content":"<html><head></head><body><p>作者：何浩</p><p>周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。</p><p style=\"text-align: justify;\"><strong>有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。</strong></p><p style=\"text-align: justify;\">Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于罗素2000小盘股指数，处于历史高位水平。</p><p style=\"text-align: justify;\">今年以来，由于押注美联储将停止加息，且大型科技股有望躲过衰退，叠加AI热潮的推动，纳指100累计暴涨约33%，近日不断刷新九个多月新高，其中英伟达市值一度突破1万亿美元，苹果公司股价也接近历史新高。</p><p style=\"text-align: justify;\">然而从技术指标来看，纳指100的相对强弱指数（RSI）已回升到70以上，进入超买区间。花旗集团策略师本周早些时候表示，纳指100期货的多头头寸处于三年来的最高水平。无论是技术分析还是资金仓位数据，都意味着纳指100的下跌风险在显著增加。</p><p style=\"text-align: justify;\"><strong>Hartnett在去年精准的预测到美股市场大跌，虽然年初以来美股强势反弹，并不符合他的预期，但他最新仍认为，在金融环境收紧的前景下，重申看跌美国股市。</strong></p><p style=\"text-align: justify;\"><strong>Hartnett认为，当前的逆向交易是：卖出AI类股票。</strong>这不是Hartnett首次警告AI类股票。上个月他就表示，人工智能股处于“婴儿泡沫”阶段，而过去的泡沫总是以“宽松货币”开始，以加息结束。他援引了1999年的教训，当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策，9个月后科技股泡沫破裂。</p><p style=\"text-align: justify;\">华尔街日报最新的分析文章称，考虑将资金投入AI领域的投资者，需要先有一点真正的智能。由ChatGPT引爆的AI炒作，正在迅速变成一个迷你泡沫。无需回顾太久远的历史，就能知道押注这类热门新主题，可以让投资组合有多快陷入冷冻状态。</p><p style=\"text-align: justify;\"><strong>Hartnett还认为，从逆向交易的角度讲，当前值得买入港股。</strong>在经历了此前的低迷后，周五港股爆发，恒生科技收涨5.26%，美团、小鹏、百度涨超7%，内房股午后冲高。</p><p style=\"text-align: justify;\">美国银行的其他资金流数据要点包括：</p><ul><li><p>流入全球股票类基金的资金总额达到148亿美元；流入债券类基金的资金为11亿美元；现金类基金流入112亿美元资金，为连续第六周增加。</p></li><li><p>分区域来看，大约133亿美元的资金流入美国股票类基金，而欧洲则出现连续第12周资金流出，规模为18亿美元。</p></li><li><p>从股票类型上来看，大型科技股与整体市场背离。只有美国大盘股有资金流入，而成长股、小盘股和价值类股均出现资金流出。标普500成分股中，今年年内下跌家数超过上涨家数。</p></li><li><p>分行业来看，投资者除了涌入科技股外，房地产是资金流入量最大的行业，而能源和材料类股资金流出居前。</p></li></ul></body></html>","source":"live_wallstreetcn","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>美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-03 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690267><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：何浩周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690267\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3690267","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1126393395","content_text":"作者：何浩周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于罗素2000小盘股指数，处于历史高位水平。今年以来，由于押注美联储将停止加息，且大型科技股有望躲过衰退，叠加AI热潮的推动，纳指100累计暴涨约33%，近日不断刷新九个多月新高，其中英伟达市值一度突破1万亿美元，苹果公司股价也接近历史新高。然而从技术指标来看，纳指100的相对强弱指数（RSI）已回升到70以上，进入超买区间。花旗集团策略师本周早些时候表示，纳指100期货的多头头寸处于三年来的最高水平。无论是技术分析还是资金仓位数据，都意味着纳指100的下跌风险在显著增加。Hartnett在去年精准的预测到美股市场大跌，虽然年初以来美股强势反弹，并不符合他的预期，但他最新仍认为，在金融环境收紧的前景下，重申看跌美国股市。Hartnett认为，当前的逆向交易是：卖出AI类股票。这不是Hartnett首次警告AI类股票。上个月他就表示，人工智能股处于“婴儿泡沫”阶段，而过去的泡沫总是以“宽松货币”开始，以加息结束。他援引了1999年的教训，当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策，9个月后科技股泡沫破裂。华尔街日报最新的分析文章称，考虑将资金投入AI领域的投资者，需要先有一点真正的智能。由ChatGPT引爆的AI炒作，正在迅速变成一个迷你泡沫。无需回顾太久远的历史，就能知道押注这类热门新主题，可以让投资组合有多快陷入冷冻状态。Hartnett还认为，从逆向交易的角度讲，当前值得买入港股。在经历了此前的低迷后，周五港股爆发，恒生科技收涨5.26%，美团、小鹏、百度涨超7%，内房股午后冲高。美国银行的其他资金流数据要点包括：流入全球股票类基金的资金总额达到148亿美元；流入债券类基金的资金为11亿美元；现金类基金流入112亿美元资金，为连续第六周增加。分区域来看，大约133亿美元的资金流入美国股票类基金，而欧洲则出现连续第12周资金流出，规模为18亿美元。从股票类型上来看，大型科技股与整体市场背离。只有美国大盘股有资金流入，而成长股、小盘股和价值类股均出现资金流出。标普500成分股中，今年年内下跌家数超过上涨家数。分行业来看，投资者除了涌入科技股外，房地产是资金流入量最大的行业，而能源和材料类股资金流出居前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659347289,"gmtCreate":1679806859141,"gmtModify":1679806910328,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659347289","repostId":"2322765761","repostType":2,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617406006,"gmtCreate":1654534832310,"gmtModify":1704859662125,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"<a 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Art of the 丢人","listText":"The Art of the 丢人","text":"The Art of the 丢人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424778832114280","repostId":"1177687956","repostType":2,"repost":{"id":"1177687956","kind":"news","pubTimestamp":1744726860,"share":"https://www.laohu8.com/m/news/1177687956?lang=&edition=full","pubTime":"2025-04-15 22:21","market":"us","language":"zh","title":"美欧贸易谈判“零进展”：欧盟预计美国将维持关税！美股回落，原油走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1177687956","media":"金十数据","summary":"4月15日，据媒体报道，欧盟预计美国（针对欧盟的）大部分关税将维持现状，双方目前谈判几乎没有取得进展。受此消息影响，美国三大股指涨幅收窄。","content":"<html><head></head><body><p>4月15日，据外媒报道，<strong>美欧在弥合贸易分歧方面进展甚微，欧盟预计美国将维持对其的关税政策。</strong></p><p style=\"text-align: justify;\">据知情人士透露，欧盟贸易事务专员马罗斯·舍夫乔维奇（Maros Sefcovic）在华盛顿与美国商务部长霍华德·卢特尼克（Howard Lutnick）及贸易代表贾米森·格里尔（Jamieson Greer）<strong>会晤约两个小时后，仍未能厘清美方的立场，也难以判断美方真正的谈判目标。</strong></p><p style=\"text-align: justify;\">知情人士称，美方官员暗示，目前对欧盟暂时降低至10%的“对等”关税（原为20%）以及针对汽车和金属等行业的其他关税，<strong>并不会被彻底取消。</strong>上述消息人士要求匿名讨论闭门谈判细节。美方贸易代表办公室及商务部长办公室的发言人未立即回应置评请求。欧盟委员会发言人也拒绝对此事发表评论。</p><p style=\"text-align: justify;\">本月，特朗普宣布了一系列大规模关税措施，旨在重塑全球贸易体系、将制造业岗位带回美国，并为延长减税计划筹措财政收入。其政府还推进了对半导体和医药产品的进口征税计划。特朗普的所有新关税涵盖了大约3800亿欧元（约合4310亿美元）的欧盟商品。</p><p style=\"text-align: justify;\">该消息传出后，美股三大指数盘中回落，纳指转跌，道指、标普500指数涨幅收窄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0809b3acdee908819fbc59fc6e219c77\" title=\"\" tg-width=\"910\" tg-height=\"232\"/></p><p>欧元/美元日内跌幅达0.5%，报1.1296；欧洲主权债跌幅收窄。美国10年期国债收益率短线下挫2个基点，逼近4.35%；WTI原油小幅下跌。</p><p>欧盟上周同意将一揽子针对美国的报复性关税实施推迟90天。欧盟方面表示，<strong>如果90天内谈判无法取得满意结果，其计划中的反制措施将迅速启动，涵盖约210亿欧元的美国产品。</strong>同时，欧盟也已在准备更多反制工具，以应对谈判破裂的可能。此外，欧盟正加速与全球各国洽谈贸易协议，并着力完善其单一市场的运作机制。</p><p style=\"text-align: justify;\">虽然美方官员坚称部分行业关税必须保留，但知情人士透露，一些针对汽车的关税可能通过提高美方本土的投资、产能和出口来进行抵消。不过他们也补充道，<strong>若美方出口未能改善，这些关税未来很可能还会进一步上调。</strong></p><p style=\"text-align: justify;\">欧盟曾提出，双方应取消所有工业产品（包括汽车）的关税。但美国迄今拒绝接受该提议。</p><p style=\"text-align: justify;\">特朗普多次抨击欧盟这个“整体计算下美国最大的贸易伙伴”，声称欧盟就是为了“坑美国”而设立的，并以欧盟的商品贸易顺差为例，批评其对美贸易关系不公平。根据世界贸易组织数据，2023年欧盟的加权平均关税为2.7%。</p><p style=\"text-align: justify;\">知情人士称，美国希望欧洲化工企业将更多药品原料的生产转移至美国，推动供应链整合，享有政府采购优待，同时还建议欧盟提高药品价格。</p><p style=\"text-align: justify;\">美国副总统J.D. 万斯（JD Vance）此前表示，欧洲之所以能支付更低的药价，是因为美国人在为他们的医保系统买单。</p><p style=\"text-align: justify;\">关于钢铁、铝产品，以及未来可能新增的铜关税问题，<strong>美方希望欧盟提出一个替代方案，同时也在探讨设立共同关税的可能性</strong>。消息人士指出，目前尚不清楚这些设想是否获得了美政府内部广泛支持，其中一些做法也明显不符合世贸组织的规则。</p><p style=\"text-align: justify;\">据外媒早前报道，欧盟委员会正在制定一份“谈判要点清单”，涵盖降税、监管协调和标准互认等内容。此外，欧盟还提议增加从美国进口液化天然气，但特朗普政府对此替代性方案兴趣不大，仍倾向以关税为谈判工具。</p><p style=\"text-align: justify;\">消息人士指出，美方坚持将谈判重点放在其所谓的“非关税壁垒”上，例如欧盟的数字监管、人工智能规定和食品标准问题。双方将继续在技术层面推进讨论。</p></body></html>","source":"jssj","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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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美欧贸易谈判“零进展”：欧盟预计美国将维持关税！美股回落，原油走低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 22:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/172186><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月15日，据外媒报道，美欧在弥合贸易分歧方面进展甚微，欧盟预计美国将维持对其的关税政策。据知情人士透露，欧盟贸易事务专员马罗斯·舍夫乔维奇（Maros Sefcovic）在华盛顿与美国商务部长霍华德·卢特尼克（Howard Lutnick）及贸易代表贾米森·格里尔（Jamieson Greer）会晤约两个小时后，仍未能厘清美方的立场，也难以判断美方真正的谈判目标。知情人士称，美方官员暗示，目前对...</p>\n\n<a href=\"https://xnews.jin10.com/details/172186\">Web Link</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://xnews.jin10.com/details/172186","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177687956","content_text":"4月15日，据外媒报道，美欧在弥合贸易分歧方面进展甚微，欧盟预计美国将维持对其的关税政策。据知情人士透露，欧盟贸易事务专员马罗斯·舍夫乔维奇（Maros Sefcovic）在华盛顿与美国商务部长霍华德·卢特尼克（Howard Lutnick）及贸易代表贾米森·格里尔（Jamieson Greer）会晤约两个小时后，仍未能厘清美方的立场，也难以判断美方真正的谈判目标。知情人士称，美方官员暗示，目前对欧盟暂时降低至10%的“对等”关税（原为20%）以及针对汽车和金属等行业的其他关税，并不会被彻底取消。上述消息人士要求匿名讨论闭门谈判细节。美方贸易代表办公室及商务部长办公室的发言人未立即回应置评请求。欧盟委员会发言人也拒绝对此事发表评论。本月，特朗普宣布了一系列大规模关税措施，旨在重塑全球贸易体系、将制造业岗位带回美国，并为延长减税计划筹措财政收入。其政府还推进了对半导体和医药产品的进口征税计划。特朗普的所有新关税涵盖了大约3800亿欧元（约合4310亿美元）的欧盟商品。该消息传出后，美股三大指数盘中回落，纳指转跌，道指、标普500指数涨幅收窄。欧元/美元日内跌幅达0.5%，报1.1296；欧洲主权债跌幅收窄。美国10年期国债收益率短线下挫2个基点，逼近4.35%；WTI原油小幅下跌。欧盟上周同意将一揽子针对美国的报复性关税实施推迟90天。欧盟方面表示，如果90天内谈判无法取得满意结果，其计划中的反制措施将迅速启动，涵盖约210亿欧元的美国产品。同时，欧盟也已在准备更多反制工具，以应对谈判破裂的可能。此外，欧盟正加速与全球各国洽谈贸易协议，并着力完善其单一市场的运作机制。虽然美方官员坚称部分行业关税必须保留，但知情人士透露，一些针对汽车的关税可能通过提高美方本土的投资、产能和出口来进行抵消。不过他们也补充道，若美方出口未能改善，这些关税未来很可能还会进一步上调。欧盟曾提出，双方应取消所有工业产品（包括汽车）的关税。但美国迄今拒绝接受该提议。特朗普多次抨击欧盟这个“整体计算下美国最大的贸易伙伴”，声称欧盟就是为了“坑美国”而设立的，并以欧盟的商品贸易顺差为例，批评其对美贸易关系不公平。根据世界贸易组织数据，2023年欧盟的加权平均关税为2.7%。知情人士称，美国希望欧洲化工企业将更多药品原料的生产转移至美国，推动供应链整合，享有政府采购优待，同时还建议欧盟提高药品价格。美国副总统J.D. 万斯（JD Vance）此前表示，欧洲之所以能支付更低的药价，是因为美国人在为他们的医保系统买单。关于钢铁、铝产品，以及未来可能新增的铜关税问题，美方希望欧盟提出一个替代方案，同时也在探讨设立共同关税的可能性。消息人士指出，目前尚不清楚这些设想是否获得了美政府内部广泛支持，其中一些做法也明显不符合世贸组织的规则。据外媒早前报道，欧盟委员会正在制定一份“谈判要点清单”，涵盖降税、监管协调和标准互认等内容。此外，欧盟还提议增加从美国进口液化天然气，但特朗普政府对此替代性方案兴趣不大，仍倾向以关税为谈判工具。消息人士指出，美方坚持将谈判重点放在其所谓的“非关税壁垒”上，例如欧盟的数字监管、人工智能规定和食品标准问题。双方将继续在技术层面推进讨论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241960006651968,"gmtCreate":1700108488701,"gmtModify":1700108490493,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"大家好我是库克，他说的都是真的，苹果要完了[贱笑]&nbsp;","listText":"大家好我是库克，他说的都是真的，苹果要完了[贱笑]&nbsp;","text":"大家好我是库克，他说的都是真的，苹果要完了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241960006651968","repostId":"1193487732","repostType":4,"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613242558,"gmtCreate":1649923788169,"gmtModify":1649923788169,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"润了润了","listText":"润了润了","text":"润了润了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613242558","repostId":"1126790834","repostType":2,"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318996748239000,"gmtCreate":1718893517649,"gmtModify":1718893519266,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 要么跌，要么爹","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 要么跌，要么爹","text":"$英伟达(NVDA)$ 要么跌，要么爹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318996748239000","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281004120461608,"gmtCreate":1709635087066,"gmtModify":1709642955649,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 因为性能太强而利空也是蛮幽默呢","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 因为性能太强而利空也是蛮幽默呢","text":"$美国超微公司(AMD)$ 因为性能太强而利空也是蛮幽默呢","images":[{"img":"https://static.tigerbbs.com/4612765433facfbf036b220d4cc7f53c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281004120461608","repostId":"1103820284","repostType":2,"repost":{"id":"1103820284","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":1709630999,"share":"https://www.laohu8.com/m/news/1103820284?lang=&edition=full","pubTime":"2024-03-05 17:29","market":"us","language":"zh","title":"媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦","url":"https://stock-news.laohu8.com/highlight/detail?id=1103820284","media":"老虎资讯综合","summary":"3月5日，据路透，美国超威半导体公司在向中国市场销售“定制版人工智能芯片”时，遇到了来自美国政府的阻碍。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。","content":"<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></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>媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦</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; 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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媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦\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\">2024-03-05 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","AMD":"美国超微公司","BK4529":"IDC概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4575":"芯片概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4566":"资本集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103820284","content_text":"3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。受此消息影响，AMD美股盘前下跌3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183382466535648,"gmtCreate":1685790825463,"gmtModify":1685790826819,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183382466535648","repostId":"1126393395","repostType":2,"repost":{"id":"1126393395","kind":"news","pubTimestamp":1685758053,"share":"https://www.laohu8.com/m/news/1126393395?lang=&edition=full","pubTime":"2023-06-03 10:07","market":"us","language":"zh","title":"美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股","url":"https://stock-news.laohu8.com/highlight/detail?id=1126393395","media":"华尔街见闻","summary":"人工智能热潮让投资者向科技股投入了创纪录的资金。","content":"<html><head></head><body><p>作者：何浩</p><p>周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。</p><p style=\"text-align: justify;\"><strong>有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。</strong></p><p style=\"text-align: justify;\">Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于罗素2000小盘股指数，处于历史高位水平。</p><p style=\"text-align: justify;\">今年以来，由于押注美联储将停止加息，且大型科技股有望躲过衰退，叠加AI热潮的推动，纳指100累计暴涨约33%，近日不断刷新九个多月新高，其中英伟达市值一度突破1万亿美元，苹果公司股价也接近历史新高。</p><p style=\"text-align: justify;\">然而从技术指标来看，纳指100的相对强弱指数（RSI）已回升到70以上，进入超买区间。花旗集团策略师本周早些时候表示，纳指100期货的多头头寸处于三年来的最高水平。无论是技术分析还是资金仓位数据，都意味着纳指100的下跌风险在显著增加。</p><p style=\"text-align: justify;\"><strong>Hartnett在去年精准的预测到美股市场大跌，虽然年初以来美股强势反弹，并不符合他的预期，但他最新仍认为，在金融环境收紧的前景下，重申看跌美国股市。</strong></p><p style=\"text-align: justify;\"><strong>Hartnett认为，当前的逆向交易是：卖出AI类股票。</strong>这不是Hartnett首次警告AI类股票。上个月他就表示，人工智能股处于“婴儿泡沫”阶段，而过去的泡沫总是以“宽松货币”开始，以加息结束。他援引了1999年的教训，当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策，9个月后科技股泡沫破裂。</p><p style=\"text-align: justify;\">华尔街日报最新的分析文章称，考虑将资金投入AI领域的投资者，需要先有一点真正的智能。由ChatGPT引爆的AI炒作，正在迅速变成一个迷你泡沫。无需回顾太久远的历史，就能知道押注这类热门新主题，可以让投资组合有多快陷入冷冻状态。</p><p style=\"text-align: justify;\"><strong>Hartnett还认为，从逆向交易的角度讲，当前值得买入港股。</strong>在经历了此前的低迷后，周五港股爆发，恒生科技收涨5.26%，美团、小鹏、百度涨超7%，内房股午后冲高。</p><p style=\"text-align: justify;\">美国银行的其他资金流数据要点包括：</p><ul><li><p>流入全球股票类基金的资金总额达到148亿美元；流入债券类基金的资金为11亿美元；现金类基金流入112亿美元资金，为连续第六周增加。</p></li><li><p>分区域来看，大约133亿美元的资金流入美国股票类基金，而欧洲则出现连续第12周资金流出，规模为18亿美元。</p></li><li><p>从股票类型上来看，大型科技股与整体市场背离。只有美国大盘股有资金流入，而成长股、小盘股和价值类股均出现资金流出。标普500成分股中，今年年内下跌家数超过上涨家数。</p></li><li><p>分行业来看，投资者除了涌入科技股外，房地产是资金流入量最大的行业，而能源和材料类股资金流出居前。</p></li></ul></body></html>","source":"live_wallstreetcn","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>美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银：创纪录资金涌入美科技股，现在应该卖AI股票，买港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-03 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690267><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：何浩周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690267\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3690267","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1126393395","content_text":"作者：何浩周五，美国银行表示，人工智能热潮让投资者向科技股投入了创纪录的资金。有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示，人工智能领域处于“婴儿泡沫”时期，这是5月份主导市场的主题。在截至5月31日的一周，科技类基金吸引了85亿美元的资金，创下历史新高。Hartnett指出，“垄断类科技”正在通过定价权和对较小供应商的挤压而取胜。当前纳斯达克100指数相对于罗素2000小盘股指数，处于历史高位水平。今年以来，由于押注美联储将停止加息，且大型科技股有望躲过衰退，叠加AI热潮的推动，纳指100累计暴涨约33%，近日不断刷新九个多月新高，其中英伟达市值一度突破1万亿美元，苹果公司股价也接近历史新高。然而从技术指标来看，纳指100的相对强弱指数（RSI）已回升到70以上，进入超买区间。花旗集团策略师本周早些时候表示，纳指100期货的多头头寸处于三年来的最高水平。无论是技术分析还是资金仓位数据，都意味着纳指100的下跌风险在显著增加。Hartnett在去年精准的预测到美股市场大跌，虽然年初以来美股强势反弹，并不符合他的预期，但他最新仍认为，在金融环境收紧的前景下，重申看跌美国股市。Hartnett认为，当前的逆向交易是：卖出AI类股票。这不是Hartnett首次警告AI类股票。上个月他就表示，人工智能股处于“婴儿泡沫”阶段，而过去的泡沫总是以“宽松货币”开始，以加息结束。他援引了1999年的教训，当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策，9个月后科技股泡沫破裂。华尔街日报最新的分析文章称，考虑将资金投入AI领域的投资者，需要先有一点真正的智能。由ChatGPT引爆的AI炒作，正在迅速变成一个迷你泡沫。无需回顾太久远的历史，就能知道押注这类热门新主题，可以让投资组合有多快陷入冷冻状态。Hartnett还认为，从逆向交易的角度讲，当前值得买入港股。在经历了此前的低迷后，周五港股爆发，恒生科技收涨5.26%，美团、小鹏、百度涨超7%，内房股午后冲高。美国银行的其他资金流数据要点包括：流入全球股票类基金的资金总额达到148亿美元；流入债券类基金的资金为11亿美元；现金类基金流入112亿美元资金，为连续第六周增加。分区域来看，大约133亿美元的资金流入美国股票类基金，而欧洲则出现连续第12周资金流出，规模为18亿美元。从股票类型上来看，大型科技股与整体市场背离。只有美国大盘股有资金流入，而成长股、小盘股和价值类股均出现资金流出。标普500成分股中，今年年内下跌家数超过上涨家数。分行业来看，投资者除了涌入科技股外，房地产是资金流入量最大的行业，而能源和材料类股资金流出居前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659347289,"gmtCreate":1679806859141,"gmtModify":1679806910328,"author":{"id":"4698181111000","authorId":"4698181111000","name":"medivh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4698181111000","authorIdStr":"4698181111000"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659347289","repostId":"2322765761","repostType":2,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}