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目光之后

持仓正股+卖出虚值期权薅羊毛

IP属地：四川

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- 目光之后目光之后
  ·11-07 05:22
  $Meta Platforms, Inc.(META)$ 真的要被气死。
  78 评论
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- 目光之后目光之后
  ·11-04
  $Meta Platforms, Inc.(META)$ 七姐妹我买啥啥暴跌，这是要针对我吗？
  1,059 4
  4
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- 目光之后目光之后
  ·10-16
  $Adobe(ADBE)$ 这股要笑死我，完全不想涨的感觉[开心] 。但是反过来想想，是不是可以sell put 风险较低呢。
  1,387 评论
  1
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- 目光之后目光之后
  ·10-10
  $Meta Platforms, Inc.(META)$ 成大盘逆子了，后期财报来临，老涨！
  497 评论
  3
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- 目光之后目光之后
  ·10-09
  $英伟达(NVDA)$ 你牛逼，但是我不会买你了，泡泡越吹越大。
  1,617 2
  1
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- 目光之后目光之后
  ·09-15
  $Adobe(ADBE)$ excuse me,你在干什么？涨2个多点都能砸下来。
  724 1
  1
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- 目光之后目光之后
  ·09-12
  $Adobe(ADBE)$ 怎么还纷纷下调目标价呢？这业绩都不行？
  1,026 2
  1
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- 目光之后目光之后
  ·09-11
  $新思科技(SNPS)$ 我就喜欢接品质优良的暴跌股，开始分批加仓，越跌越买。
  913 评论
  2
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- 目光之后目光之后
  ·09-10
  $甲骨文(ORCL)$ 涨这么多就离谱。提前画的大饼。真想开盘卖空。
  412 评论
  1
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- 目光之后目光之后
  ·09-02
  你可拉倒吧
  华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%
  据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。
  华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%
  592 评论
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七姐妹我买啥啥暴跌，这是要针对我吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/496395790844336","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","text":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","html":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨"},{"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"idStr":"73452179038098","authorIdStr":"73452179038098"},"content":"这是提前避雷，ai雷了也就跌成这样[龇牙]","text":"这是提前避雷，ai雷了也就跌成这样[龇牙]","html":"这是提前避雷，ai雷了也就跌成这样[龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489703656333416,"gmtCreate":1760584031648,"gmtModify":1760584033772,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a 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me,你在干什么？涨2个多点都能砸下来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478940340449288","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477878640492904,"gmtCreate":1757679232257,"gmtModify":1757679233352,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> 怎么还纷纷下调目标价呢？这业绩都不行？","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> 怎么还纷纷下调目标价呢？这业绩都不行？","text":"$Adobe(ADBE)$ 怎么还纷纷下调目标价呢？这业绩都不行？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477878640492904","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"35636535368733","authorId":"35636535368733","name":"玑衡投资国际部","avatar":"https://static.tigerbbs.com/78da9cc02badc76e120fc17e309ff59f","crmLevel":3,"crmLevelSwitch":0,"idStr":"35636535368733","authorIdStr":"35636535368733"},"content":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。","text":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。","html":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。"},{"author":{"id":"3529239129680751","authorId":"3529239129680751","name":"游骞桦","avatar":"https://static.tigerbbs.com/efcaf2ee8cef60a737f25894d39f43f3","crmLevel":9,"crmLevelSwitch":0,"idStr":"3529239129680751","authorIdStr":"3529239129680751"},"content":"现在只是因为它以前积攒的用户，但是一直不创新就会被时代淘汰，和以前的诺基亚一样","text":"现在只是因为它以前积攒的用户，但是一直不创新就会被时代淘汰，和以前的诺基亚一样","html":"现在只是因为它以前积攒的用户，但是一直不创新就会被时代淘汰，和以前的诺基亚一样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477318531084976,"gmtCreate":1757554958638,"gmtModify":1757554959778,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a 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真想开盘卖空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476992216936560","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474019168260144,"gmtCreate":1756779420328,"gmtModify":1756779422120,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"你可拉倒吧","listText":"你可拉倒吧","text":"你可拉倒吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474019168260144","repostId":"2564817905","repostType":4,"repost":{"id":"2564817905","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1756769481,"share":"https://www.laohu8.com/m/news/2564817905?lang=&edition=full","pubTime":"2025-09-02 07:31","market":"other","language":"zh","title":"华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564817905","media":"华尔街见闻","summary":"据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。","content":"<html><head></head><body><blockquote><p>据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p></blockquote><p>分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。</p><p>据<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI策略师预测，<strong><a href=\"https://laohu8.com/S/161125\">标普500</a>指数将在2026年底达到7,750点，较上周五收盘水平上涨20%</strong>。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p><p><strong>这一预测是目前华尔街机构中最为乐观的展望之一，远超市场平均预期。</strong>据华尔街见闻此前文章，美国银行首席投资策略师Michael Hartnett预计，标普500指数将在2027年9月触及9914点的历史性高点。</p><p>策略师们认为，AI技术的影响已经显著改变了企业盈利前景，使得财报表现持续超出预期，尽管市场面临关税和政策不确定性。</p><h2 id=\"id_138224982\">AI技术革命成长期增长引擎</h2><p>Evercore ISI的分析师在报告中表示，“AI比互联网更具影响力”。报告指出，仅仅三年时间，人工智能的影响已触及社会和产业的各个层面，而其广泛应用才刚刚开始加速。</p><p>今年以来，标普500指数已累计上涨近10%，并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期，成为推动本轮上涨的核心动力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5b1ef95f45396efef52180407b34da\" tg-width=\"560\" tg-height=\"240\"/></p><p>科技板块表现尤为突出，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等龙头公司年内涨幅均超过20%。</p><p>分析师们注意到，尽管面临关税和政策不确定性，第二季度企业盈利仍实现了两位数增长，并广泛超出市场预期，这进一步验证了AI技术对企业生产力的提升作用。</p><p>除了对2026年的乐观预期外，Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点，不过仍低于上周五6,460点的收盘水平，也低于分析师平均预期的6,370点。</p><p>值得注意的是，Evercore ISI的策略师也承认2026年存在多种可能性。</p><p>在最乐观情境下，如果消费者、企业和投资者信心高涨，标普500指数可能攀升至9,000点。<strong>而在悲观情境下，如果通胀居高不下且经济增长乏力，该指数可能下滑至5,000点。</strong></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>华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%</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华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3754711><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754711\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4559":"巴菲特持仓"},"source_url":"https://wallstreetcn.com/articles/3754711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564817905","content_text":"据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。这一预测是目前华尔街机构中最为乐观的展望之一，远超市场平均预期。据华尔街见闻此前文章，美国银行首席投资策略师Michael Hartnett预计，标普500指数将在2027年9月触及9914点的历史性高点。策略师们认为，AI技术的影响已经显著改变了企业盈利前景，使得财报表现持续超出预期，尽管市场面临关税和政策不确定性。AI技术革命成长期增长引擎Evercore ISI的分析师在报告中表示，“AI比互联网更具影响力”。报告指出，仅仅三年时间，人工智能的影响已触及社会和产业的各个层面，而其广泛应用才刚刚开始加速。今年以来，标普500指数已累计上涨近10%，并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期，成为推动本轮上涨的核心动力。科技板块表现尤为突出，英伟达、Meta Platforms和微软等龙头公司年内涨幅均超过20%。分析师们注意到，尽管面临关税和政策不确定性，第二季度企业盈利仍实现了两位数增长，并广泛超出市场预期，这进一步验证了AI技术对企业生产力的提升作用。除了对2026年的乐观预期外，Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点，不过仍低于上周五6,460点的收盘水平，也低于分析师平均预期的6,370点。值得注意的是，Evercore ISI的策略师也承认2026年存在多种可能性。在最乐观情境下，如果消费者、企业和投资者信心高涨，标普500指数可能攀升至9,000点。而在悲观情境下，如果通胀居高不下且经济增长乏力，该指数可能下滑至5,000点。","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}