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可乐按钮
可乐按钮
·
10-17
等下涨回来了我看你又怎么报道
美股全线转跌，美参议院第十次否决临时拨款法案
政府“停摆”持续。
美股全线转跌，美参议院第十次否决临时拨款法案
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可乐按钮
可乐按钮
·
10-16
$Palantir Technologies Inc.(PLTR)$
最近一段时间是买什么跌什么，卖什么什么就起飞，有经历过这个阶段的大佬吗
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可乐按钮
可乐按钮
·
10-14
按等级划分，中国市场最多算个meme股
亚太市场集体跳水，日经指数午后杀跌超千点！究竟发生了什么？
亚太市场今天拖累了A股！10月14日午后，日经指数开盘加速跳水，最大跌幅超过3%。那么，究竟发生了什么？超千点大跳水日本三大在野党下午或举行干事长会谈，市场关注主张财政扩张的执政自民党总裁高市早苗能否当选首相，日经指数午后杀跌超千点，跌幅一度超过3%，并成为亚太市场跌幅最大的主要股指。韩华海洋股价延续下跌，跌幅一度达10%。虚拟币市场再度杀跌。但国泰海通认为，外部冲击造成的资产下跌，是增持中国市场的良机。
亚太市场集体跳水，日经指数午后杀跌超千点！究竟发生了什么？
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可乐按钮
可乐按钮
·
10-14
双底
美股三大股指期货跌幅扩大！明星科技股美股夜盘走低
10月14日，纳斯达克100指数期货跌1%，标普500期货下跌0.75%，道指期货跌0.54%；现货黄金短线急跌超40美元，现报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，现报52.545美元/盎司。
美股三大股指期货跌幅扩大！明星科技股美股夜盘走低
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可乐按钮
可乐按钮
·
10-11
对啊，所以AMD盘前拉，盘中美国散户解盘呗，韭菜不分国界
一则报告在科技圈刷屏！人工智能重磅利好，美股散户也疯狂
穆尔进一步指出，近期因英伟达与OpenAI的合作协议引发广泛关注的“供应商融资”问题，其本质更多是“需求加速器”，而非“需求创造者”。她预计，随着下周即将开启的第三季度财报季，企业盈利将再次超出市场预期。她进一步指出，少数几家盈利稳定、在AI领域占据主导地位的大型企业，“是科技板块有望持续向好的又一积极因素”。
一则报告在科技圈刷屏！人工智能重磅利好，美股散户也疯狂
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可乐按钮
可乐按钮
·
10-11
又怪特朗普？什么年代了还私底下偷偷写信给其他国家？
币圈史上最大爆仓日，10·11暴跌启示录
继 312、519 之后，币圈又多了一个暴跌纪念日——10 月 11 日。但在 10 月 11 日，当关税冲击引发抛售时，USDe 出现明显脱锚，短时间内一度跌破 0.66 美元，成为这场暴跌的标志性事件。总体来看，10·11 暴跌并不是单一原因，而是三股力量的合谋：宏观黑天鹅的政策冲击，杠杆繁荣下的结构脆弱，以及做市商流动性保护的崩溃。
币圈史上最大爆仓日，10·11暴跌启示录
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可乐按钮
可乐按钮
·
10-09
别信，这是内鬼，专骗看得懂中文的人手里的筹码
非常抱歉，此主贴已删除
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可乐按钮
可乐按钮
·
10-08
AMD的庄家是中国人，没什么好说的
苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想
未来的合作并非完全不可能。
苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想
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可乐按钮
可乐按钮
·
10-03
温馨提示，中文版的信息不要信，翻译有内鬼，好是能说成坏事，坏事能放大成世界末日。
报道：英伟达向阿联酋供应人工智能芯片的交易陷入停滞
据华尔街日报报道，英伟达向阿联酋出口人工智能芯片的数十亿美元协议在签署近五个月后陷入停滞。根据5月公布的协议，阿联酋承诺在美国投资以换取每年至多数十万枚英伟达芯片。但知情人士称，经过数月谈判投资仍未落地，令一些不明延误原因的政府官员感到困惑。知情人士称，黄仁勋及多位英伟达高管已向其他政府官员私下抱怨卢特尼克的策略及进度迟缓。一位政府高官辩称卢特尼克并未阻碍协议，但其他官员指责其拖慢进程。
报道：英伟达向阿联酋供应人工智能芯片的交易陷入停滞
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可乐按钮
可乐按钮
·
10-01
怎么屏蔽这种消息推送，跟弱智一样
夜盘异动 | 美国政府关门冲击市场！纳指期货跌至1%，特斯拉、英伟达等明星股齐跌
10月1日，纳指期货跌幅扩大至1%，标普期货跌0.8%。$特斯拉(TSLA)$、$英伟达(NVDA)$、$苹果(AAPL)$等明星科技股均跌超1%。
夜盘异动 | 美国政府关门冲击市场！纳指期货跌至1%，特斯拉、英伟达等明星股齐跌
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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美股全线转跌，美参议院第十次否决临时拨款法案\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\">2025-10-17 00:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月16日，<strong>美国国会参议院以51票对45票的投票结果再次未能推进共和党的临时拨款法案。</strong>据悉，共和党需要60票才能推进这项将为政府提供资金直至11月底的法案。</p><p>这已经是过去两周内，在美国政府停摆之后，<strong>参议院连续10次投票均否决了该临时拨款法案。</strong></p><p>美股三大指数短线下挫，全部转跌。避险情绪升温，现货黄金、白银继续创新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c567bc9ecf9cafdee68cc527c85e166c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af92464db1be2429972757bd9392617e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdab102bf98c0d6aa0e3fffeaa76e11c\" 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/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198526309","content_text":"当地时间10月16日，美国国会参议院以51票对45票的投票结果再次未能推进共和党的临时拨款法案。据悉，共和党需要60票才能推进这项将为政府提供资金直至11月底的法案。这已经是过去两周内，在美国政府停摆之后，参议院连续10次投票均否决了该临时拨款法案。美股三大指数短线下挫，全部转跌。避险情绪升温，现货黄金、白银继续创新高。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577746562877235","authorId":"3577746562877235","name":"似懂费懂","avatar":"https://static.tigerbbs.com/4bae9502eabd2f1c96fce69662395b58","crmLevel":6,"crmLevelSwitch":0,"idStr":"3577746562877235","authorIdStr":"3577746562877235"},"content":"果然又涨回来 [笑哭]","text":"果然又涨回来 [笑哭]","html":"果然又涨回来 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489700733641464,"gmtCreate":1760582997024,"gmtModify":1760582999887,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 最近一段时间是买什么跌什么，卖什么什么就起飞，有经历过这个阶段的大佬吗","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 最近一段时间是买什么跌什么，卖什么什么就起飞，有经历过这个阶段的大佬吗","text":"$Palantir Technologies Inc.(PLTR)$ 最近一段时间是买什么跌什么，卖什么什么就起飞，有经历过这个阶段的大佬吗","images":[{"img":"https://static.tigerbbs.com/0e45ab4cb30185abc35514a661951eef","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/489700733641464","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489061026107608,"gmtCreate":1760426711677,"gmtModify":1760426713911,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"按等级划分，中国市场最多算个meme股","listText":"按等级划分，中国市场最多算个meme股","text":"按等级划分，中国市场最多算个meme股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489061026107608","repostId":"1135783197","repostType":4,"repost":{"id":"1135783197","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1760424895,"share":"https://www.laohu8.com/m/news/1135783197?lang=&edition=full","pubTime":"2025-10-14 14:54","market":"hk","language":"zh","title":"亚太市场集体跳水，日经指数午后杀跌超千点！究竟发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1135783197","media":"券商中国","summary":"亚太市场今天拖累了A股！10月14日午后，日经指数开盘加速跳水，最大跌幅超过3%。那么，究竟发生了什么？超千点大跳水日本三大在野党下午或举行干事长会谈，市场关注主张财政扩张的执政自民党总裁高市早苗能否当选首相，日经指数午后杀跌超千点，跌幅一度超过3%，并成为亚太市场跌幅最大的主要股指。韩华海洋股价延续下跌，跌幅一度达10%。虚拟币市场再度杀跌。但国泰海通认为，外部冲击造成的资产下跌，是增持中国市场的良机。","content":"<html><head></head><body><p>亚太市场今天拖累了A股！</p><p>10月14日午后，日经指数开盘加速跳水，最大跌幅超过3%。韩国股指亦跟随杀跌，两大指数跌幅皆扩大至1%附近。香港市场三大股指波动也持续加大，恒生科技指数跌幅达到了3%以上。受此影响，A50亦是欲振乏力。</p><p>那么，究竟发生了什么？分析人士认为，市场杀跌主要还是缘于两大原因：一是贸易争端的不确定性仍然存在，外围社交媒体今天流传着神秘账户又在虚拟货币开空单的消息；二是日本市场的变化比较大，日元由贬转升，日股大跌，引发了市场担忧。</p><h2 id=\"id_1575292123\">超千点大跳水</h2><p>日本三大在野党下午或举行干事长会谈，市场关注主张财政扩张的执政自民党总裁高市早苗能否当选首相，日经指数午后杀跌超千点，跌幅一度超过3%，并成为亚太市场跌幅最大的主要股指。软银一度跌5.8%，索尼及日立一度跌3.5%及4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6105f9a9c0d3777e5c462aef5aac84f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"256\"/></p><p>韩国市场亦跟随杀跌，两大Kospi指数一度皆跌近1%左右。三星电子季度经营溢利创逾三年高，股价回吐2.8%。 SK海力士跌1.8%，LG能源方案升7.2%。现代汽车及起亚汽车升2.2%及1.5%。韩华航太跌逾3%。韩华海洋股价延续下跌，跌幅一度达10%。</p><p>香港股指亦全线走弱，恒生科技指数大跌超3%，恒指亦大跌超2%。A股市场，创业板指午后一度跌超4%，深证成指一度跌幅超2%，半导体芯片、消费电子、算力硬件、有色金属等方向跌幅居前，沪深倍三市下跌个股超3500只。午后，黄金股全线回落，紫金矿业跌超6%，早盘一度创历史新高；中金黄金、招金黄金跌超4%，山东黄金、赤峰黄金、四川黄金等集体下探。</p><p>值得注意的是，美股期指亦是全线杀跌，纳指期货跌近1%，标普500指数期货跌0.77%，道指期货跌0.54%；现货黄金短线急跌超40美元，报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，报52.545美元/盎司。</p><p>虚拟币市场再度杀跌。比特币延续跌势，一度下跌2.75%至112,620.4美元；以太币延续跌势，一度下跌 5.06% 至 4,072.42美元。不少小币种跌幅亦是惊人。外围社交软件今天突然传出空头消息，可能是虚拟币杀跌的主因。</p><h2 id=\"id_1974725483\">结构如何演绎？</h2><p>近期，市场情绪显然是受到了一定冲击，但更多的是结构问题。</p><p>比如，今天下午黄金股杀跌，对指数的影响是显著存在的；再加上另外的热门赛道：半导体、电池等板块走弱，自然就加剧了跌势。工业富联、海光信息、紫金矿业对上证指数的跌幅贡献排前三位。资金亦显著地流向了低估值板块。那么，后续市场将如何演绎？</p><p>市场分析人士认为，当前的市场与四月份相比，有两个比较大的不同：一是不少核心资产价格在高位，二是融资余额在高位。在这种背景之下，市场最需要做的是稳住不发生流动性风险。因此，从短期来看，前期杀跌的老牌低估值蓝筹股可能会成为扛跌的主力。参照之前的市场格局，此时指数风险可能不会太大，但个股风险却不可忽视。值得一提的是，今天午后，债券市场迎来了大反攻。这一方面意味着风险偏好的提升，另一方面也意味着红利的机会。</p><p>但国泰海通认为，外部冲击造成的资产下跌，是增持中国市场的良机。国泰海通策略相较共识要更乐观和坚定，与4月冲击不同，当下贸易风险的边界相对清晰，国内金融稳定条件也更明朗，因此外部冲击是扰动，不会终结趋势。</p><p>投资更应看到中国“转型牛”内在确定性的趋势：中国转型加快、无风险收益下沉与资本市场改革。当下中国社会和投资人关于“找资产”的需求持续井喷，尤其是发展逻辑坚实的优质资产。因此，外部局势的冲突和扰动所造成的资产下跌反而是买点。地缘冲击和调整难免，但时间不会久，幅度可控，是增持中国的时机。</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>亚太市场集体跳水，日经指数午后杀跌超千点！究竟发生了什么？</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{ 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14:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>亚太市场今天拖累了A股！</p><p>10月14日午后，日经指数开盘加速跳水，最大跌幅超过3%。韩国股指亦跟随杀跌，两大指数跌幅皆扩大至1%附近。香港市场三大股指波动也持续加大，恒生科技指数跌幅达到了3%以上。受此影响，A50亦是欲振乏力。</p><p>那么，究竟发生了什么？分析人士认为，市场杀跌主要还是缘于两大原因：一是贸易争端的不确定性仍然存在，外围社交媒体今天流传着神秘账户又在虚拟货币开空单的消息；二是日本市场的变化比较大，日元由贬转升，日股大跌，引发了市场担忧。</p><h2 id=\"id_1575292123\">超千点大跳水</h2><p>日本三大在野党下午或举行干事长会谈，市场关注主张财政扩张的执政自民党总裁高市早苗能否当选首相，日经指数午后杀跌超千点，跌幅一度超过3%，并成为亚太市场跌幅最大的主要股指。软银一度跌5.8%，索尼及日立一度跌3.5%及4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6105f9a9c0d3777e5c462aef5aac84f\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"256\"/></p><p>韩国市场亦跟随杀跌，两大Kospi指数一度皆跌近1%左右。三星电子季度经营溢利创逾三年高，股价回吐2.8%。 SK海力士跌1.8%，LG能源方案升7.2%。现代汽车及起亚汽车升2.2%及1.5%。韩华航太跌逾3%。韩华海洋股价延续下跌，跌幅一度达10%。</p><p>香港股指亦全线走弱，恒生科技指数大跌超3%，恒指亦大跌超2%。A股市场，创业板指午后一度跌超4%，深证成指一度跌幅超2%，半导体芯片、消费电子、算力硬件、有色金属等方向跌幅居前，沪深倍三市下跌个股超3500只。午后，黄金股全线回落，紫金矿业跌超6%，早盘一度创历史新高；中金黄金、招金黄金跌超4%，山东黄金、赤峰黄金、四川黄金等集体下探。</p><p>值得注意的是，美股期指亦是全线杀跌，纳指期货跌近1%，标普500指数期货跌0.77%，道指期货跌0.54%；现货黄金短线急跌超40美元，报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，报52.545美元/盎司。</p><p>虚拟币市场再度杀跌。比特币延续跌势，一度下跌2.75%至112,620.4美元；以太币延续跌势，一度下跌 5.06% 至 4,072.42美元。不少小币种跌幅亦是惊人。外围社交软件今天突然传出空头消息，可能是虚拟币杀跌的主因。</p><h2 id=\"id_1974725483\">结构如何演绎？</h2><p>近期，市场情绪显然是受到了一定冲击，但更多的是结构问题。</p><p>比如，今天下午黄金股杀跌，对指数的影响是显著存在的；再加上另外的热门赛道：半导体、电池等板块走弱，自然就加剧了跌势。工业富联、海光信息、紫金矿业对上证指数的跌幅贡献排前三位。资金亦显著地流向了低估值板块。那么，后续市场将如何演绎？</p><p>市场分析人士认为，当前的市场与四月份相比，有两个比较大的不同：一是不少核心资产价格在高位，二是融资余额在高位。在这种背景之下，市场最需要做的是稳住不发生流动性风险。因此，从短期来看，前期杀跌的老牌低估值蓝筹股可能会成为扛跌的主力。参照之前的市场格局，此时指数风险可能不会太大，但个股风险却不可忽视。值得一提的是，今天午后，债券市场迎来了大反攻。这一方面意味着风险偏好的提升，另一方面也意味着红利的机会。</p><p>但国泰海通认为，外部冲击造成的资产下跌，是增持中国市场的良机。国泰海通策略相较共识要更乐观和坚定，与4月冲击不同，当下贸易风险的边界相对清晰，国内金融稳定条件也更明朗，因此外部冲击是扰动，不会终结趋势。</p><p>投资更应看到中国“转型牛”内在确定性的趋势：中国转型加快、无风险收益下沉与资本市场改革。当下中国社会和投资人关于“找资产”的需求持续井喷，尤其是发展逻辑坚实的优质资产。因此，外部局势的冲突和扰动所造成的资产下跌反而是买点。地缘冲击和调整难免，但时间不会久，幅度可控，是增持中国的时机。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135783197","content_text":"亚太市场今天拖累了A股！10月14日午后，日经指数开盘加速跳水，最大跌幅超过3%。韩国股指亦跟随杀跌，两大指数跌幅皆扩大至1%附近。香港市场三大股指波动也持续加大，恒生科技指数跌幅达到了3%以上。受此影响，A50亦是欲振乏力。那么，究竟发生了什么？分析人士认为，市场杀跌主要还是缘于两大原因：一是贸易争端的不确定性仍然存在，外围社交媒体今天流传着神秘账户又在虚拟货币开空单的消息；二是日本市场的变化比较大，日元由贬转升，日股大跌，引发了市场担忧。超千点大跳水日本三大在野党下午或举行干事长会谈，市场关注主张财政扩张的执政自民党总裁高市早苗能否当选首相，日经指数午后杀跌超千点，跌幅一度超过3%，并成为亚太市场跌幅最大的主要股指。软银一度跌5.8%，索尼及日立一度跌3.5%及4%。韩国市场亦跟随杀跌，两大Kospi指数一度皆跌近1%左右。三星电子季度经营溢利创逾三年高，股价回吐2.8%。 SK海力士跌1.8%，LG能源方案升7.2%。现代汽车及起亚汽车升2.2%及1.5%。韩华航太跌逾3%。韩华海洋股价延续下跌，跌幅一度达10%。香港股指亦全线走弱，恒生科技指数大跌超3%，恒指亦大跌超2%。A股市场，创业板指午后一度跌超4%，深证成指一度跌幅超2%，半导体芯片、消费电子、算力硬件、有色金属等方向跌幅居前，沪深倍三市下跌个股超3500只。午后，黄金股全线回落，紫金矿业跌超6%，早盘一度创历史新高；中金黄金、招金黄金跌超4%，山东黄金、赤峰黄金、四川黄金等集体下探。值得注意的是，美股期指亦是全线杀跌，纳指期货跌近1%，标普500指数期货跌0.77%，道指期货跌0.54%；现货黄金短线急跌超40美元，报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，报52.545美元/盎司。虚拟币市场再度杀跌。比特币延续跌势，一度下跌2.75%至112,620.4美元；以太币延续跌势，一度下跌 5.06% 至 4,072.42美元。不少小币种跌幅亦是惊人。外围社交软件今天突然传出空头消息，可能是虚拟币杀跌的主因。结构如何演绎？近期，市场情绪显然是受到了一定冲击，但更多的是结构问题。比如，今天下午黄金股杀跌，对指数的影响是显著存在的；再加上另外的热门赛道：半导体、电池等板块走弱，自然就加剧了跌势。工业富联、海光信息、紫金矿业对上证指数的跌幅贡献排前三位。资金亦显著地流向了低估值板块。那么，后续市场将如何演绎？市场分析人士认为，当前的市场与四月份相比，有两个比较大的不同：一是不少核心资产价格在高位，二是融资余额在高位。在这种背景之下，市场最需要做的是稳住不发生流动性风险。因此，从短期来看，前期杀跌的老牌低估值蓝筹股可能会成为扛跌的主力。参照之前的市场格局，此时指数风险可能不会太大，但个股风险却不可忽视。值得一提的是，今天午后，债券市场迎来了大反攻。这一方面意味着风险偏好的提升，另一方面也意味着红利的机会。但国泰海通认为，外部冲击造成的资产下跌，是增持中国市场的良机。国泰海通策略相较共识要更乐观和坚定，与4月冲击不同，当下贸易风险的边界相对清晰，国内金融稳定条件也更明朗，因此外部冲击是扰动，不会终结趋势。投资更应看到中国“转型牛”内在确定性的趋势：中国转型加快、无风险收益下沉与资本市场改革。当下中国社会和投资人关于“找资产”的需求持续井喷，尤其是发展逻辑坚实的优质资产。因此，外部局势的冲突和扰动所造成的资产下跌反而是买点。地缘冲击和调整难免，但时间不会久，幅度可控，是增持中国的时机。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489038582481736,"gmtCreate":1760421390983,"gmtModify":1760421393134,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"双底","listText":"双底","text":"双底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489038582481736","repostId":"1197883220","repostType":4,"repost":{"id":"1197883220","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":1760420734,"share":"https://www.laohu8.com/m/news/1197883220?lang=&edition=full","pubTime":"2025-10-14 13:45","market":"fut","language":"zh","title":"美股三大股指期货跌幅扩大！明星科技股美股夜盘走低","url":"https://stock-news.laohu8.com/highlight/detail?id=1197883220","media":"老虎资讯综合","summary":"10月14日，纳斯达克100指数期货跌1%，标普500期货下跌0.75%，道指期货跌0.54%；现货黄金短线急跌超40美元，现报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，现报52.545美元/盎司。","content":"<html><head></head><body><p>10月14日，美股三大股指期货跌幅扩大，纳斯达克100指数期货跌1%，标普500期货下跌0.75%，道指期货跌0.54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49325f40bec4760cc68c7392e70eb863\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p>明星科技股美股夜盘走低，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超4%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌近3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2906d7824ee1b9465e5150478c406555\" alt=\"特斯拉夜盘走势\" title=\"特斯拉夜盘走势\" tg-width=\"837\" tg-height=\"830\"/><span>特斯拉夜盘走势</span></p><p>现货黄金短线急跌超40美元，现报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，现报52.545美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77d45d4707579b5eccce9e063745b2fe\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f5268b5305503575b1c1c4bb0d71ab9\" title=\"\" tg-width=\"837\" tg-height=\"828\"/></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>美股三大股指期货跌幅扩大！明星科技股美股夜盘走低</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美股三大股指期货跌幅扩大！明星科技股美股夜盘走低\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\">2025-10-14 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月14日，美股三大股指期货跌幅扩大，纳斯达克100指数期货跌1%，标普500期货下跌0.75%，道指期货跌0.54%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49325f40bec4760cc68c7392e70eb863\" title=\"\" tg-width=\"423\" tg-height=\"195\"/></p><p>明星科技股美股夜盘走低，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超4%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌近3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2906d7824ee1b9465e5150478c406555\" alt=\"特斯拉夜盘走势\" title=\"特斯拉夜盘走势\" tg-width=\"837\" tg-height=\"830\"/><span>特斯拉夜盘走势</span></p><p>现货黄金短线急跌超40美元，现报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，现报52.545美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77d45d4707579b5eccce9e063745b2fe\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f5268b5305503575b1c1c4bb0d71ab9\" title=\"\" tg-width=\"837\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197883220","content_text":"10月14日，美股三大股指期货跌幅扩大，纳斯达克100指数期货跌1%，标普500期货下跌0.75%，道指期货跌0.54%。明星科技股美股夜盘走低，美光科技跌超4%，AMD、英特尔跌近3%，特斯拉、博通跌超2%。特斯拉夜盘走势现货黄金短线急跌超40美元，现报4137.50美元/盎司。现货白银日内涨幅收窄至0.32%，现报52.545美元/盎司。","news_type":1,"symbols_score_info":{"ESmain":1.1,"MYMmain":1.1,"NQmain":1.1,"XAGUSD.FOREX":1.1,"XAUUSD.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488077570494576,"gmtCreate":1760187011355,"gmtModify":1760192586377,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"对啊，所以AMD盘前拉，盘中美国散户解盘呗，韭菜不分国界","listText":"对啊，所以AMD盘前拉，盘中美国散户解盘呗，韭菜不分国界","text":"对啊，所以AMD盘前拉，盘中美国散户解盘呗，韭菜不分国界","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488077570494576","repostId":"1114356278","repostType":4,"repost":{"id":"1114356278","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1760177254,"share":"https://www.laohu8.com/m/news/1114356278?lang=&edition=full","pubTime":"2025-10-11 18:07","market":"us","language":"zh","title":"一则报告在科技圈刷屏！人工智能重磅利好，美股散户也疯狂","url":"https://stock-news.laohu8.com/highlight/detail?id=1114356278","media":"券商中国","summary":"穆尔进一步指出，近期因英伟达与OpenAI的合作协议引发广泛关注的“供应商融资”问题，其本质更多是“需求加速器”，而非“需求创造者”。她预计，随着下周即将开启的第三季度财报季，企业盈利将再次超出市场预期。她进一步指出，少数几家盈利稳定、在AI领域占据主导地位的大型企业，“是科技板块有望持续向好的又一积极因素”。","content":"<html><head></head><body><p>一则报告在科技圈刷屏。</p><p style=\"text-align: justify;\">在与英伟达管理层举行会谈后，摩根士丹利最新发布报告指出，当前投资者主要关注AI需求端的情况，英伟达管理层对短期及长期前景的信心持续增强，需求增长趋势仍将持续，众多新AI应用领域才刚刚起步。</p><p><strong>值得一提的是，在周五美股全线暴跌前，受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。据花旗股票交易部门发布的报告，散户交易活跃度已达到该行2018年开始追踪相关数据以来的最高水平。其中，AI相关股票仍是美股散户买入的重点标的。</strong></p><h2 id=\"id_4257005984\">英伟达大消息</h2><p style=\"text-align: justify;\">摩根士丹利近期与英伟达管理层举行了会谈，会后梳理出多项核心要点，其中包括英伟达在云资本支出领域的市场份额正不断扩大。摩根士丹利维持对英伟达“增持”评级，并将其目标价定为210美元/股，对应目标总市值达51030亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54a64ed7a639814308d940aeed074883\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">以约瑟夫·穆尔(Joseph Moore)为首的摩根士丹利分析师在发送给客户的报告中指出：“投资者当前主要关注需求端情况，而英伟达管理层对短期及长期前景的信心持续增强。管理层表示，目前我们看到的需求增长，大部分源于云资本支出强劲增长趋势下的收入提升，主要体现为现有应用工作负载中计算核心从CPU(中央处理器)向GPU(图形处理器)的迁移。这一增长趋势仍将持续，但具备广泛变革性的AI应用场景目前尚未真正落地。”</p><p style=\"text-align: justify;\">此外，穆尔还提到，众多新AI应用领域才刚刚起步，其中医疗健康、法律服务、工业自动化等领域被视为“下一波重大增长浪潮”。</p><p style=\"text-align: justify;\">分析师补充道：“长期来看，机器人技术有望将这种自动化延伸至物理领域，且每个垂直领域都将涌现出新的模型品类。这一切都支撑着我们的观点：到2030年日历年，AI基础设施市场规模将达到3万亿至5万亿美元。这一数值高于我们当前的预测，但与‘AI将对全球市场产生变革性影响’的观点一致。”</p><p style=\"text-align: justify;\">穆尔进一步指出，近期因英伟达与OpenAI的合作协议引发广泛关注的“供应商融资”问题，其本质更多是“需求加速器”，而非“需求创造者”。</p><p style=\"text-align: justify;\">穆尔解释道：“英伟达的投资策略是寻找能够推动创新加速的杠杆点。例如，对CoreWeave的投资，以及在英国的主权基金投资，目的都是加快(数据中心)产能扩张与创新进程，而这些模式未来可推广至该领域的其他企业。”</p><p style=\"text-align: justify;\">最后，对于AMD进一步加大竞争力度，尤其是其与OpenAI达成合作，英伟达管理层似乎并未表现出过度担忧——原因在于云服务提供商仍高度依赖英伟达来搭建GPU产能。</p><p style=\"text-align: justify;\">穆尔补充称：“许多竞争对手能研发出在单一功能上表现出色的芯片，但英伟达的全栈式方案(full-stack approach)及GPU的灵活性，为其构建了难以撼动的领先优势。”</p><h2 id=\"id_2073706066\">美股散户也疯狂</h2><p>受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。</p><p style=\"text-align: justify;\">花旗的交易活跃度数据打破了10月份的疲软季节性规律，交易量升至该行2018年开始追踪数据以来的最高水平。</p><p style=\"text-align: justify;\">其他华尔街机构的数据同样显示，交易量大幅跳升。摩根大通股票和量化策略师Arun Jain在给客户的报告中写道，从10月2日到10月8日收盘，散户投资者将每周股票购买量加速至70亿美元，高于过去两个月每周53亿美元的水平。</p><p style=\"text-align: justify;\">其中，AI相关股票仍是美股散户追捧的重点，戴尔录得近五个月来最大资金流入，而美股科技“七巨头”特斯拉、英伟达和Meta（但不包括苹果）都受到大规模买入。</p><p style=\"text-align: justify;\">22V Research的策略师分析了高盛集团的散户偏爱股票篮子，该篮子自9月初以来上涨约20%，这轮上涨主要集中在科技股，科技股贡献了77%的回报。</p><p style=\"text-align: justify;\">值得注意的是，交易量激增也引发了散户偏爱仓位过度拥挤的担忧。策略师警告称，部分股票动能已过度延伸，量子计算等特定板块的任何调整都可能对更广泛的指数产生不成比例的影响。</p><p style=\"text-align: justify;\">美东时间10月10日，美股市场遭遇猛烈抛售，三大指数全线重挫，以科技股为主的纳指暴跌超3%。展望美股后市，Nuveen Asset Management LLC首席投资官Saira Malik表示，美股很可能在年底前延续升势，稳健的企业盈利——尤其是超大规模科技巨头的业绩——将持续推动股价上涨。</p><p style=\"text-align: justify;\">Saira Malik在接受采访时指出，对于美股而言，第四季度“通常是表现强劲的季度，尤其是在年初至今已实现大幅上涨的情况下。因此，当前这波涨势延续的概率较高”。</p><p style=\"text-align: justify;\">尽管这一轮涨势使得股市估值较历史水平偏高，并引发了市场对股市泡沫的担忧，但在Saira Malik看来，强劲的企业业绩足以支撑当前估值。她预计，随着下周即将开启的第三季度财报季，企业盈利将再次超出市场预期。分析师数据显示，标普500指数成分股第三季度利润预计增长7.4%，这将是两年来的最小增幅。</p><p style=\"text-align: justify;\">Malik表示：“若探究科技股上涨的核心驱动力，会发现主要并非依赖估值提升，而是由盈利增长推动。”</p><p style=\"text-align: justify;\">她进一步指出，少数几家盈利稳定、在AI领域占据主导地位的大型企业，“是科技板块有望持续向好的又一积极因素”。</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>一则报告在科技圈刷屏！人工智能重磅利好，美股散户也疯狂</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一则报告在科技圈刷屏！人工智能重磅利好，美股散户也疯狂\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-10-11 18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一则报告在科技圈刷屏。</p><p style=\"text-align: justify;\">在与英伟达管理层举行会谈后，摩根士丹利最新发布报告指出，当前投资者主要关注AI需求端的情况，英伟达管理层对短期及长期前景的信心持续增强，需求增长趋势仍将持续，众多新AI应用领域才刚刚起步。</p><p><strong>值得一提的是，在周五美股全线暴跌前，受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。据花旗股票交易部门发布的报告，散户交易活跃度已达到该行2018年开始追踪相关数据以来的最高水平。其中，AI相关股票仍是美股散户买入的重点标的。</strong></p><h2 id=\"id_4257005984\">英伟达大消息</h2><p style=\"text-align: justify;\">摩根士丹利近期与英伟达管理层举行了会谈，会后梳理出多项核心要点，其中包括英伟达在云资本支出领域的市场份额正不断扩大。摩根士丹利维持对英伟达“增持”评级，并将其目标价定为210美元/股，对应目标总市值达51030亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54a64ed7a639814308d940aeed074883\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">以约瑟夫·穆尔(Joseph Moore)为首的摩根士丹利分析师在发送给客户的报告中指出：“投资者当前主要关注需求端情况，而英伟达管理层对短期及长期前景的信心持续增强。管理层表示，目前我们看到的需求增长，大部分源于云资本支出强劲增长趋势下的收入提升，主要体现为现有应用工作负载中计算核心从CPU(中央处理器)向GPU(图形处理器)的迁移。这一增长趋势仍将持续，但具备广泛变革性的AI应用场景目前尚未真正落地。”</p><p style=\"text-align: justify;\">此外，穆尔还提到，众多新AI应用领域才刚刚起步，其中医疗健康、法律服务、工业自动化等领域被视为“下一波重大增长浪潮”。</p><p style=\"text-align: justify;\">分析师补充道：“长期来看，机器人技术有望将这种自动化延伸至物理领域，且每个垂直领域都将涌现出新的模型品类。这一切都支撑着我们的观点：到2030年日历年，AI基础设施市场规模将达到3万亿至5万亿美元。这一数值高于我们当前的预测，但与‘AI将对全球市场产生变革性影响’的观点一致。”</p><p style=\"text-align: justify;\">穆尔进一步指出，近期因英伟达与OpenAI的合作协议引发广泛关注的“供应商融资”问题，其本质更多是“需求加速器”，而非“需求创造者”。</p><p style=\"text-align: justify;\">穆尔解释道：“英伟达的投资策略是寻找能够推动创新加速的杠杆点。例如，对CoreWeave的投资，以及在英国的主权基金投资，目的都是加快(数据中心)产能扩张与创新进程，而这些模式未来可推广至该领域的其他企业。”</p><p style=\"text-align: justify;\">最后，对于AMD进一步加大竞争力度，尤其是其与OpenAI达成合作，英伟达管理层似乎并未表现出过度担忧——原因在于云服务提供商仍高度依赖英伟达来搭建GPU产能。</p><p style=\"text-align: justify;\">穆尔补充称：“许多竞争对手能研发出在单一功能上表现出色的芯片，但英伟达的全栈式方案(full-stack approach)及GPU的灵活性，为其构建了难以撼动的领先优势。”</p><h2 id=\"id_2073706066\">美股散户也疯狂</h2><p>受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。</p><p style=\"text-align: justify;\">花旗的交易活跃度数据打破了10月份的疲软季节性规律，交易量升至该行2018年开始追踪数据以来的最高水平。</p><p style=\"text-align: justify;\">其他华尔街机构的数据同样显示，交易量大幅跳升。摩根大通股票和量化策略师Arun Jain在给客户的报告中写道，从10月2日到10月8日收盘，散户投资者将每周股票购买量加速至70亿美元，高于过去两个月每周53亿美元的水平。</p><p style=\"text-align: justify;\">其中，AI相关股票仍是美股散户追捧的重点，戴尔录得近五个月来最大资金流入，而美股科技“七巨头”特斯拉、英伟达和Meta（但不包括苹果）都受到大规模买入。</p><p style=\"text-align: justify;\">22V Research的策略师分析了高盛集团的散户偏爱股票篮子，该篮子自9月初以来上涨约20%，这轮上涨主要集中在科技股，科技股贡献了77%的回报。</p><p style=\"text-align: justify;\">值得注意的是，交易量激增也引发了散户偏爱仓位过度拥挤的担忧。策略师警告称，部分股票动能已过度延伸，量子计算等特定板块的任何调整都可能对更广泛的指数产生不成比例的影响。</p><p style=\"text-align: justify;\">美东时间10月10日，美股市场遭遇猛烈抛售，三大指数全线重挫，以科技股为主的纳指暴跌超3%。展望美股后市，Nuveen Asset Management LLC首席投资官Saira Malik表示，美股很可能在年底前延续升势，稳健的企业盈利——尤其是超大规模科技巨头的业绩——将持续推动股价上涨。</p><p style=\"text-align: justify;\">Saira Malik在接受采访时指出，对于美股而言，第四季度“通常是表现强劲的季度，尤其是在年初至今已实现大幅上涨的情况下。因此，当前这波涨势延续的概率较高”。</p><p style=\"text-align: justify;\">尽管这一轮涨势使得股市估值较历史水平偏高，并引发了市场对股市泡沫的担忧，但在Saira Malik看来，强劲的企业业绩足以支撑当前估值。她预计，随着下周即将开启的第三季度财报季，企业盈利将再次超出市场预期。分析师数据显示，标普500指数成分股第三季度利润预计增长7.4%，这将是两年来的最小增幅。</p><p style=\"text-align: justify;\">Malik表示：“若探究科技股上涨的核心驱动力，会发现主要并非依赖估值提升，而是由盈利增长推动。”</p><p style=\"text-align: justify;\">她进一步指出，少数几家盈利稳定、在AI领域占据主导地位的大型企业，“是科技板块有望持续向好的又一积极因素”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0de08dad16b660499f8328bd7600ce57","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114356278","content_text":"一则报告在科技圈刷屏。在与英伟达管理层举行会谈后，摩根士丹利最新发布报告指出，当前投资者主要关注AI需求端的情况，英伟达管理层对短期及长期前景的信心持续增强，需求增长趋势仍将持续，众多新AI应用领域才刚刚起步。值得一提的是，在周五美股全线暴跌前，受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。据花旗股票交易部门发布的报告，散户交易活跃度已达到该行2018年开始追踪相关数据以来的最高水平。其中，AI相关股票仍是美股散户买入的重点标的。英伟达大消息摩根士丹利近期与英伟达管理层举行了会谈，会后梳理出多项核心要点，其中包括英伟达在云资本支出领域的市场份额正不断扩大。摩根士丹利维持对英伟达“增持”评级，并将其目标价定为210美元/股，对应目标总市值达51030亿美元。以约瑟夫·穆尔(Joseph Moore)为首的摩根士丹利分析师在发送给客户的报告中指出：“投资者当前主要关注需求端情况，而英伟达管理层对短期及长期前景的信心持续增强。管理层表示，目前我们看到的需求增长，大部分源于云资本支出强劲增长趋势下的收入提升，主要体现为现有应用工作负载中计算核心从CPU(中央处理器)向GPU(图形处理器)的迁移。这一增长趋势仍将持续，但具备广泛变革性的AI应用场景目前尚未真正落地。”此外，穆尔还提到，众多新AI应用领域才刚刚起步，其中医疗健康、法律服务、工业自动化等领域被视为“下一波重大增长浪潮”。分析师补充道：“长期来看，机器人技术有望将这种自动化延伸至物理领域，且每个垂直领域都将涌现出新的模型品类。这一切都支撑着我们的观点：到2030年日历年，AI基础设施市场规模将达到3万亿至5万亿美元。这一数值高于我们当前的预测，但与‘AI将对全球市场产生变革性影响’的观点一致。”穆尔进一步指出，近期因英伟达与OpenAI的合作协议引发广泛关注的“供应商融资”问题，其本质更多是“需求加速器”，而非“需求创造者”。穆尔解释道：“英伟达的投资策略是寻找能够推动创新加速的杠杆点。例如，对CoreWeave的投资，以及在英国的主权基金投资，目的都是加快(数据中心)产能扩张与创新进程，而这些模式未来可推广至该领域的其他企业。”最后，对于AMD进一步加大竞争力度，尤其是其与OpenAI达成合作，英伟达管理层似乎并未表现出过度担忧——原因在于云服务提供商仍高度依赖英伟达来搭建GPU产能。穆尔补充称：“许多竞争对手能研发出在单一功能上表现出色的芯片，但英伟达的全栈式方案(full-stack approach)及GPU的灵活性，为其构建了难以撼动的领先优势。”美股散户也疯狂受AI乐观情绪、交易和降息预期推动，美股散户交易活跃度一度升至历史新高。花旗的交易活跃度数据打破了10月份的疲软季节性规律，交易量升至该行2018年开始追踪数据以来的最高水平。其他华尔街机构的数据同样显示，交易量大幅跳升。摩根大通股票和量化策略师Arun Jain在给客户的报告中写道，从10月2日到10月8日收盘，散户投资者将每周股票购买量加速至70亿美元，高于过去两个月每周53亿美元的水平。其中，AI相关股票仍是美股散户追捧的重点，戴尔录得近五个月来最大资金流入，而美股科技“七巨头”特斯拉、英伟达和Meta（但不包括苹果）都受到大规模买入。22V Research的策略师分析了高盛集团的散户偏爱股票篮子，该篮子自9月初以来上涨约20%，这轮上涨主要集中在科技股，科技股贡献了77%的回报。值得注意的是，交易量激增也引发了散户偏爱仓位过度拥挤的担忧。策略师警告称，部分股票动能已过度延伸，量子计算等特定板块的任何调整都可能对更广泛的指数产生不成比例的影响。美东时间10月10日，美股市场遭遇猛烈抛售，三大指数全线重挫，以科技股为主的纳指暴跌超3%。展望美股后市，Nuveen Asset Management LLC首席投资官Saira Malik表示，美股很可能在年底前延续升势，稳健的企业盈利——尤其是超大规模科技巨头的业绩——将持续推动股价上涨。Saira Malik在接受采访时指出，对于美股而言，第四季度“通常是表现强劲的季度，尤其是在年初至今已实现大幅上涨的情况下。因此，当前这波涨势延续的概率较高”。尽管这一轮涨势使得股市估值较历史水平偏高，并引发了市场对股市泡沫的担忧，但在Saira Malik看来，强劲的企业业绩足以支撑当前估值。她预计，随着下周即将开启的第三季度财报季，企业盈利将再次超出市场预期。分析师数据显示，标普500指数成分股第三季度利润预计增长7.4%，这将是两年来的最小增幅。Malik表示：“若探究科技股上涨的核心驱动力，会发现主要并非依赖估值提升，而是由盈利增长推动。”她进一步指出，少数几家盈利稳定、在AI领域占据主导地位的大型企业，“是科技板块有望持续向好的又一积极因素”。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487950901039224,"gmtCreate":1760156125601,"gmtModify":1760156586899,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"又怪特朗普？什么年代了还私底下偷偷写信给其他国家？","listText":"又怪特朗普？什么年代了还私底下偷偷写信给其他国家？","text":"又怪特朗普？什么年代了还私底下偷偷写信给其他国家？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487950901039224","repostId":"1140284047","repostType":4,"repost":{"id":"1140284047","kind":"news","pubTimestamp":1760151718,"share":"https://www.laohu8.com/m/news/1140284047?lang=&edition=full","pubTime":"2025-10-11 11:01","market":"us","language":"zh","title":"币圈史上最大爆仓日，10·11暴跌启示录","url":"https://stock-news.laohu8.com/highlight/detail?id=1140284047","media":"深潮TechFlow","summary":"继 312、519 之后，币圈又多了一个暴跌纪念日——10 月 11 日。但在 10 月 11 日，当关税冲击引发抛售时，USDe 出现明显脱锚，短时间内一度跌破 0.66 美元，成为这场暴跌的标志性事件。总体来看，10·11 暴跌并不是单一原因，而是三股力量的合谋：宏观黑天鹅的政策冲击，杠杆繁荣下的结构脆弱，以及做市商流动性保护的崩溃。","content":"<html><head></head><body><p>继 312、519 之后，币圈又多了一个暴跌纪念日——10 月 11 日。</p><p>比特币一度跌破 11 万美元，USDE 脱锚，山寨币更是出现断崖式下跌，不少项目价格在短暂几分钟内直接归零，没错是真的归零。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c785e7ea7c94dd468e3499aba674a6\" alt=\"\" title=\"\" tg-width=\"966\" tg-height=\"1700\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07123b1ba7d305a848e19fbb82a100dc\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1808\"/></p><p>Coinglass 数据显示，截至 11 日 9 时，24 小时爆仓额达到 192 亿美元，爆仓人数达 164 万人，最大单笔爆仓单超 2 亿美元。</p><p style=\"text-align: justify;\">然而，这数据或许只是冰山一角，据相关从业者透露，真实爆仓数据远超公开，<strong>“Binance 爆仓数据应该远超 Hyperliquid 和 Bybit”</strong>，根据 Coinglass 数据披露，目前 Binnace 爆仓数据仅为 Hyperliquid 的 5 分之一。</p><p>加密数据分析师 MLM（@mlmabc）认为市场真实爆仓数据在 300-400 亿美元左右。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aac031460dbe4fe8441a1f5aff16ac8a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"793\"/></p><p>过去，我们曾自我安慰，市场今非昔比，变得更加完善，不会再出现 312 这般动荡行情，然而再一次被现实无情打脸。</p><p>表面看，这是一次突如其来的黑天鹅冲击，但真正让市场崩塌的，或是长期积累的杠杆繁荣和做市商体系的结构性缺陷。</p><p>这场暴跌的导火索是特朗普。</p><p>当天，他突然宣布对中国商品加征新一轮关税。中美贸易摩擦骤然升级，全球风险资产瞬间承压。避险情绪急剧升温，资本纷纷逃向美元和美债，而加密货币作为风险资产的代表，首当其冲地成为被抛售的标的。</p><p>这成为压垮市场的第一根稻草。</p><p>然而，仅靠一纸关税，无法解释为何整个加密市场瞬间出现雪崩，真正的关键在于市场的虚假繁荣早已建立在高杠杆之上。</p><p>过去数月，比特币与主流资产屡创新高，但这背后大部分资金并非长期资本，而是通过合约、借贷和流动性挖矿堆叠出来的杠杆资金。当利空来袭，首先被击中的就是这些高杠杆多头仓位。支撑位一旦被跌穿，强平接连触发，抛盘越滚越大，市场陷入“多杀多”的链式爆仓。</p><p>最典型的案例或许是 USDE，自从官方推出 12% 补贴政策后，引发大量用户参与循环贷进行套利。这种机制在牛市中极具诱惑，短时间内吸引了大量资金进入，也成为推动市场繁荣的重要引擎。但在 10 月 11 日，当关税冲击引发抛售时，USDe 出现明显脱锚，短时间内一度跌破 0.66 美元，成为这场暴跌的标志性事件。</p><p>更致命的，是做市商机制在这场暴跌中彻底失灵。</p><p>Greeks.live 工作人员大老师 Bugsbunny 分析认为，目前主动做市商的资金有限，他们会把主要的流动性资源集中在 Tier0、Tier1 项目上，比如 BTC、ETH，而对于中长尾的山寨币，只是“顺带”提供一点支撑。</p><p>在 Jump 崩塌之后，市场的流动性供应更多依赖于这些主动 MM，但他们缺乏完善的尾部风险对冲机制，只能覆盖日常行情，而在极端行情下，资金根本不够托底。</p><p>当特朗普的关税消息引爆市场恐慌时，做市商不得不优先保证大项目的安全，把原本分配给小币种的资金抽走。结果，山寨币市场彻底失去了对手盘，卖压砸下来无人承接，价格出现近乎“自由落体”的暴跌。IOTX 等代币一度跌近归零，正是流动性枯竭的最直观体现。</p><p>事实上，随着今年以来新项目大量涌现，主动 MM 的资金早已超负荷，市场缺乏足够的衍生品去对冲尾部风险，这一次不过是彻底揭开了遮羞布。</p><p>此外，Bugsbunny 认为更致命的是，这次暴跌发生于周五晚上（亚盘的周六凌晨），无论是欧美还是亚洲，做市商都有明确的工作时段。如果这次发生在工作日的盘中，可能流动性早就被修复。</p><p>“但偏偏今天是周五，一切都太巧了。”</p><p>是危险，也是机遇，有人欢喜有人愁。</p><p>10 月 10 日，特朗普发布声明前，某比特币早期投资者持续在 Hyperliquid 增加对 BTC 和 ETH 的做空仓位，总仓位超 11 亿美元，大跌之后，赚得盆满钵满。也有人火中取栗，利用 USDE、BNSOL 和 WBETH 脱锚套利……</p><p style=\"text-align: justify;\">总体来看，10·11 暴跌并不是单一原因，而是三股力量的合谋：<strong>宏观黑天鹅的政策冲击，杠杆繁荣下的结构脆弱，以及做市商流动性保护的崩溃。</strong></p><p>早上看来，看着朋友圈的哀鸿遍野，倍感市场的残酷与无情。</p><p style=\"text-align: justify;\">加密市场从来不是一条平坦的高速路，它更像是布满暗礁的海域。牛市的繁荣往往裹挟着杠杆的幻象，而黑天鹅则永远潜伏在角落里，随时可能扑面而来。<strong>对散户而言来说，最重要的不是时刻追逐暴利，而是活下去。</strong></p><p>只要能活下去，就有机会在下一轮周期中站上新的起点，一旦在极端行情中被全仓清算，可能再无机会回到牌桌。</p><p>再重复一遍，活下去才是一切。</p></body></html>","source":"lsy1592805329705","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>币圈史上最大爆仓日，10·11暴跌启示录</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币圈史上最大爆仓日，10·11暴跌启示录\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-11 11:01 北京时间 <a href=https://mp.weixin.qq.com/s/nsRtIw7izgEIsFF2MFfPng><strong>深潮TechFlow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继 312、519 之后，币圈又多了一个暴跌纪念日——10 月 11 日。比特币一度跌破 11 万美元，USDE 脱锚，山寨币更是出现断崖式下跌，不少项目价格在短暂几分钟内直接归零，没错是真的归零。Coinglass 数据显示，截至 11 日 9 时，24 小时爆仓额达到 192 亿美元，爆仓人数达 164 万人，最大单笔爆仓单超 2 亿美元。然而，这数据或许只是冰山一角，据相关从业者透露，真实...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nsRtIw7izgEIsFF2MFfPng\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"RIOT":"Riot Platforms","MSTR":"Strategy","BLSH":"Bullish","UPXI":"Upexi, Inc.","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","HOOD":"Robinhood","CLSK":"CleanSpark, Inc.","SBET":"SharpLink Gaming","CRCL":"Circle Internet Corp.","MARA":"MARA Holdings","BMNR":"BitMine Immersion Technologies Inc."},"source_url":"https://mp.weixin.qq.com/s/nsRtIw7izgEIsFF2MFfPng","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140284047","content_text":"继 312、519 之后，币圈又多了一个暴跌纪念日——10 月 11 日。比特币一度跌破 11 万美元，USDE 脱锚，山寨币更是出现断崖式下跌，不少项目价格在短暂几分钟内直接归零，没错是真的归零。Coinglass 数据显示，截至 11 日 9 时，24 小时爆仓额达到 192 亿美元，爆仓人数达 164 万人，最大单笔爆仓单超 2 亿美元。然而，这数据或许只是冰山一角，据相关从业者透露，真实爆仓数据远超公开，“Binance 爆仓数据应该远超 Hyperliquid 和 Bybit”，根据 Coinglass 数据披露，目前 Binnace 爆仓数据仅为 Hyperliquid 的 5 分之一。加密数据分析师 MLM（@mlmabc）认为市场真实爆仓数据在 300-400 亿美元左右。过去，我们曾自我安慰，市场今非昔比，变得更加完善，不会再出现 312 这般动荡行情，然而再一次被现实无情打脸。表面看，这是一次突如其来的黑天鹅冲击，但真正让市场崩塌的，或是长期积累的杠杆繁荣和做市商体系的结构性缺陷。这场暴跌的导火索是特朗普。当天，他突然宣布对中国商品加征新一轮关税。中美贸易摩擦骤然升级，全球风险资产瞬间承压。避险情绪急剧升温，资本纷纷逃向美元和美债，而加密货币作为风险资产的代表，首当其冲地成为被抛售的标的。这成为压垮市场的第一根稻草。然而，仅靠一纸关税，无法解释为何整个加密市场瞬间出现雪崩，真正的关键在于市场的虚假繁荣早已建立在高杠杆之上。过去数月，比特币与主流资产屡创新高，但这背后大部分资金并非长期资本，而是通过合约、借贷和流动性挖矿堆叠出来的杠杆资金。当利空来袭，首先被击中的就是这些高杠杆多头仓位。支撑位一旦被跌穿，强平接连触发，抛盘越滚越大，市场陷入“多杀多”的链式爆仓。最典型的案例或许是 USDE，自从官方推出 12% 补贴政策后，引发大量用户参与循环贷进行套利。这种机制在牛市中极具诱惑，短时间内吸引了大量资金进入，也成为推动市场繁荣的重要引擎。但在 10 月 11 日，当关税冲击引发抛售时，USDe 出现明显脱锚，短时间内一度跌破 0.66 美元，成为这场暴跌的标志性事件。更致命的，是做市商机制在这场暴跌中彻底失灵。Greeks.live 工作人员大老师 Bugsbunny 分析认为，目前主动做市商的资金有限，他们会把主要的流动性资源集中在 Tier0、Tier1 项目上，比如 BTC、ETH，而对于中长尾的山寨币，只是“顺带”提供一点支撑。在 Jump 崩塌之后，市场的流动性供应更多依赖于这些主动 MM，但他们缺乏完善的尾部风险对冲机制，只能覆盖日常行情，而在极端行情下，资金根本不够托底。当特朗普的关税消息引爆市场恐慌时，做市商不得不优先保证大项目的安全，把原本分配给小币种的资金抽走。结果，山寨币市场彻底失去了对手盘，卖压砸下来无人承接，价格出现近乎“自由落体”的暴跌。IOTX 等代币一度跌近归零，正是流动性枯竭的最直观体现。事实上，随着今年以来新项目大量涌现，主动 MM 的资金早已超负荷，市场缺乏足够的衍生品去对冲尾部风险，这一次不过是彻底揭开了遮羞布。此外，Bugsbunny 认为更致命的是，这次暴跌发生于周五晚上（亚盘的周六凌晨），无论是欧美还是亚洲，做市商都有明确的工作时段。如果这次发生在工作日的盘中，可能流动性早就被修复。“但偏偏今天是周五，一切都太巧了。”是危险，也是机遇，有人欢喜有人愁。10 月 10 日，特朗普发布声明前，某比特币早期投资者持续在 Hyperliquid 增加对 BTC 和 ETH 的做空仓位，总仓位超 11 亿美元，大跌之后，赚得盆满钵满。也有人火中取栗，利用 USDE、BNSOL 和 WBETH 脱锚套利……总体来看，10·11 暴跌并不是单一原因，而是三股力量的合谋：宏观黑天鹅的政策冲击，杠杆繁荣下的结构脆弱，以及做市商流动性保护的崩溃。早上看来，看着朋友圈的哀鸿遍野，倍感市场的残酷与无情。加密市场从来不是一条平坦的高速路，它更像是布满暗礁的海域。牛市的繁荣往往裹挟着杠杆的幻象，而黑天鹅则永远潜伏在角落里，随时可能扑面而来。对散户而言来说，最重要的不是时刻追逐暴利，而是活下去。只要能活下去，就有机会在下一轮周期中站上新的起点，一旦在极端行情中被全仓清算，可能再无机会回到牌桌。再重复一遍，活下去才是一切。","news_type":1,"symbols_score_info":{"BLSH":1.1,"BMNR":1.1,"BTBT":1.1,"CLSK":1.1,"COIN":1.1,"CRCL":1.1,"HOOD":1.1,"MARA":1.1,"MSTR":1.1,"RIOT":1.1,"SBET":1.1,"UPXI":1.1}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487311837389392,"gmtCreate":1760001308750,"gmtModify":1760001311021,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"别信，这是内鬼，专骗看得懂中文的人手里的筹码","listText":"别信，这是内鬼，专骗看得懂中文的人手里的筹码","text":"别信，这是内鬼，专骗看得懂中文的人手里的筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487311837389392","repostId":"1185350805","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487015041737256,"gmtCreate":1759929296934,"gmtModify":1759929299307,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"AMD的庄家是中国人，没什么好说的","listText":"AMD的庄家是中国人，没什么好说的","text":"AMD的庄家是中国人，没什么好说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487015041737256","repostId":"1167440160","repostType":4,"repost":{"id":"1167440160","kind":"news","pubTimestamp":1759928629,"share":"https://www.laohu8.com/m/news/1167440160?lang=&edition=full","pubTime":"2025-10-08 21:03","market":"us","language":"zh","title":"苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想","url":"https://stock-news.laohu8.com/highlight/detail?id=1167440160","media":"IT之家","summary":"未来的合作并非完全不可能。","content":"<html><head></head><body><p>科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 可能投资 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 并采用其芯片代工服务的传闻，<strong>AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。</strong></p><p style=\"text-align: justify;\">她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。</p><p style=\"text-align: justify;\">当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：</p><blockquote><p>众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。</p></blockquote><p style=\"text-align: justify;\">但随后她话锋一转，重申了在美国本土生产的战略重要性，<strong>称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。</strong></p><p style=\"text-align: justify;\">该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。</p><p style=\"text-align: justify;\">此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。</p><p style=\"text-align: justify;\">尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 18A 工艺节点。如果英特尔的制程技术能够展现出足够强大的竞争力，AMD 可能会为了分散供应链风险而选择“双源采购”策略。</p></body></html>","source":"ithome","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>苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想</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苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 21:03 北京时间 <a href=https://www.ithome.com/0/888/007.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻，AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非...</p>\n\n<a href=\"https://www.ithome.com/0/888/007.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40beecaaaf225437e56e863eaf333b7b","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://www.ithome.com/0/888/007.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167440160","content_text":"科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻，AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。但随后她话锋一转，重申了在美国本土生产的战略重要性，称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 18A 工艺节点。如果英特尔的制程技术能够展现出足够强大的竞争力，AMD 可能会为了分散供应链风险而选择“双源采购”策略。","news_type":1,"symbols_score_info":{"AMD":1.1,"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485115940135168,"gmtCreate":1759465283728,"gmtModify":1759465286103,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"温馨提示，中文版的信息不要信，翻译有内鬼，好是能说成坏事，坏事能放大成世界末日。","listText":"温馨提示，中文版的信息不要信，翻译有内鬼，好是能说成坏事，坏事能放大成世界末日。","text":"温馨提示，中文版的信息不要信，翻译有内鬼，好是能说成坏事，坏事能放大成世界末日。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485115940135168","repostId":"1128507226","repostType":4,"repost":{"id":"1128507226","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":1759453182,"share":"https://www.laohu8.com/m/news/1128507226?lang=&edition=full","pubTime":"2025-10-03 08:59","market":"us","language":"zh","title":"报道：英伟达向阿联酋供应人工智能芯片的交易陷入停滞","url":"https://stock-news.laohu8.com/highlight/detail?id=1128507226","media":"老虎资讯综合","summary":"据华尔街日报报道，英伟达向阿联酋出口人工智能芯片的数十亿美元协议在签署近五个月后陷入停滞。根据5月公布的协议，阿联酋承诺在美国投资以换取每年至多数十万枚英伟达芯片。但知情人士称，经过数月谈判投资仍未落地，令一些不明延误原因的政府官员感到困惑。知情人士称，黄仁勋及多位英伟达高管已向其他政府官员私下抱怨卢特尼克的策略及进度迟缓。一位政府高官辩称卢特尼克并未阻碍协议，但其他官员指责其拖慢进程。","content":"<html><head></head><body><p>据华尔街日报报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>向阿联酋出口人工智能芯片的数十亿美元协议在签署近五个月后陷入停滞。据知情人士透露，这一延误对黄仁勋和白宫人工智能事务主管戴维·萨克斯而言是一次挫折，他们原本希望快速推进该协议以彰显美国以出口为导向的新科技战略。</p><p style=\"text-align: justify;\">根据5月公布的协议，阿联酋承诺在美国投资以换取每年至多数十万枚英伟达芯片。但知情人士称，经过数月谈判投资仍未落地，令一些不明延误原因的政府官员感到困惑。该协议的前景主要取决于最初力推此事美国商务部长卢特尼克的决策，商务部批准对协议落实至关重要。</p><p style=\"text-align: justify;\">知情人士称，黄仁勋及多位英伟达高管已向其他政府官员私下抱怨卢特尼克的策略及进度迟缓。萨克斯等政府人士同样感到不满。一位政府高官辩称卢特尼克并未阻碍协议，但其他官员指责其拖慢进程。</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>报道：英伟达向阿联酋供应人工智能芯片的交易陷入停滞</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{ 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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报道：英伟达向阿联酋供应人工智能芯片的交易陷入停滞\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\">2025-10-03 08:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华尔街日报报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>向阿联酋出口人工智能芯片的数十亿美元协议在签署近五个月后陷入停滞。据知情人士透露，这一延误对黄仁勋和白宫人工智能事务主管戴维·萨克斯而言是一次挫折，他们原本希望快速推进该协议以彰显美国以出口为导向的新科技战略。</p><p style=\"text-align: justify;\">根据5月公布的协议，阿联酋承诺在美国投资以换取每年至多数十万枚英伟达芯片。但知情人士称，经过数月谈判投资仍未落地，令一些不明延误原因的政府官员感到困惑。该协议的前景主要取决于最初力推此事美国商务部长卢特尼克的决策，商务部批准对协议落实至关重要。</p><p style=\"text-align: justify;\">知情人士称，黄仁勋及多位英伟达高管已向其他政府官员私下抱怨卢特尼克的策略及进度迟缓。萨克斯等政府人士同样感到不满。一位政府高官辩称卢特尼克并未阻碍协议，但其他官员指责其拖慢进程。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"159813":"芯片","161631":"人工智能","LU2125909916.SGD":"Natixis Thematics Safety R/A 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SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128507226","content_text":"据华尔街日报报道，英伟达向阿联酋出口人工智能芯片的数十亿美元协议在签署近五个月后陷入停滞。据知情人士透露，这一延误对黄仁勋和白宫人工智能事务主管戴维·萨克斯而言是一次挫折，他们原本希望快速推进该协议以彰显美国以出口为导向的新科技战略。根据5月公布的协议，阿联酋承诺在美国投资以换取每年至多数十万枚英伟达芯片。但知情人士称，经过数月谈判投资仍未落地，令一些不明延误原因的政府官员感到困惑。该协议的前景主要取决于最初力推此事美国商务部长卢特尼克的决策，商务部批准对协议落实至关重要。知情人士称，黄仁勋及多位英伟达高管已向其他政府官员私下抱怨卢特尼克的策略及进度迟缓。萨克斯等政府人士同样感到不满。一位政府高官辩称卢特尼克并未阻碍协议，但其他官员指责其拖慢进程。","news_type":1,"symbols_score_info":{"159813":1.5,"161631":1.5,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484510298170112,"gmtCreate":1759317356561,"gmtModify":1759318740917,"author":{"id":"4198034348517502","authorId":"4198034348517502","name":"可乐按钮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198034348517502","authorIdStr":"4198034348517502"},"themes":[],"htmlText":"怎么屏蔽这种消息推送，跟弱智一样","listText":"怎么屏蔽这种消息推送，跟弱智一样","text":"怎么屏蔽这种消息推送，跟弱智一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484510298170112","repostId":"1144548688","repostType":4,"repost":{"id":"1144548688","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":1759302221,"share":"https://www.laohu8.com/m/news/1144548688?lang=&edition=full","pubTime":"2025-10-01 15:03","market":"us","language":"zh","title":"夜盘异动 | 美国政府关门冲击市场！纳指期货跌至1%，特斯拉、英伟达等明星股齐跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1144548688","media":"老虎资讯综合","summary":"10月1日，纳指期货跌幅扩大至1%，标普期货跌0.8%。$特斯拉(TSLA)$、$英伟达(NVDA)$、$苹果(AAPL)$等明星科技股均跌超1%。","content":"<html><head></head><body><p>10月1日，美国政府时隔七年再度陷入“关门”状态，全球金融市场因此面临新的不确定性。</p><p>停摆事件不仅带来财政与政治风险，也直接冲击了投资者信心，并引发对经济数据发布和美联储政策前景的广泛担忧。</p><h3 id=\"id_3017032519\">纳指期货跌至1%，科技股夜盘齐跌</h3><p>受关门消息影响，周一美股夜盘时段，纳指期货跌幅扩大至1%，标普期货跌0.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/690538b674aa68a91194bdb12668a12d\" title=\"\" tg-width=\"893\" tg-height=\"598\"/></p><p>明星科技股夜盘普跌。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等均跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a2c1ff554448c141a32e42eec9adb0\" title=\"\" tg-width=\"444\" tg-height=\"567\"/></p><h2 id=\"id_1471571031\" style=\"text-align: left;\">数据真空与联储前景</h2><p style=\"text-align: left;\">美国政府关门造成的“数据真空”正迫使市场重新评估美联储的政策前景。由于非农就业报告缺席，投资者可能会更加关注稍晚公布的ADP全国就业报告，该报告预计将显示私营部门就业人数温和增加5万人。</p><p style=\"text-align: left;\">Capital.com高级分析师Kyle Rodda指出，通常情况下，政府关门对市场影响不大，例如2018-2019年持续一个多月的停摆期间华尔街股市甚至上涨。但他补充说，当前市场面临两个问题：一是关键就业数据的延迟发布，二是“美国总统特朗普威胁要永久性解雇工人，这可能将政府关门演变成一场小型的劳动力市场冲击”。</p><p style=\"text-align: left;\">这种不确定性显著推高了市场对美联储降息的预期。期货市场行情显示，除了10月降息概率升至96%外，12月再次降息的可能性也达到了约74%。</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>夜盘异动 | 美国政府关门冲击市场！纳指期货跌至1%，特斯拉、英伟达等明星股齐跌</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夜盘异动 | 美国政府关门冲击市场！纳指期货跌至1%，特斯拉、英伟达等明星股齐跌\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\">2025-10-01 15:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月1日，美国政府时隔七年再度陷入“关门”状态，全球金融市场因此面临新的不确定性。</p><p>停摆事件不仅带来财政与政治风险，也直接冲击了投资者信心，并引发对经济数据发布和美联储政策前景的广泛担忧。</p><h3 id=\"id_3017032519\">纳指期货跌至1%，科技股夜盘齐跌</h3><p>受关门消息影响，周一美股夜盘时段，纳指期货跌幅扩大至1%，标普期货跌0.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/690538b674aa68a91194bdb12668a12d\" title=\"\" tg-width=\"893\" tg-height=\"598\"/></p><p>明星科技股夜盘普跌。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等均跌超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a2c1ff554448c141a32e42eec9adb0\" title=\"\" tg-width=\"444\" tg-height=\"567\"/></p><h2 id=\"id_1471571031\" style=\"text-align: left;\">数据真空与联储前景</h2><p style=\"text-align: left;\">美国政府关门造成的“数据真空”正迫使市场重新评估美联储的政策前景。由于非农就业报告缺席，投资者可能会更加关注稍晚公布的ADP全国就业报告，该报告预计将显示私营部门就业人数温和增加5万人。</p><p style=\"text-align: left;\">Capital.com高级分析师Kyle Rodda指出，通常情况下，政府关门对市场影响不大，例如2018-2019年持续一个多月的停摆期间华尔街股市甚至上涨。但他补充说，当前市场面临两个问题：一是关键就业数据的延迟发布，二是“美国总统特朗普威胁要永久性解雇工人，这可能将政府关门演变成一场小型的劳动力市场冲击”。</p><p style=\"text-align: left;\">这种不确定性显著推高了市场对美联储降息的预期。期货市场行情显示，除了10月降息概率升至96%外，12月再次降息的可能性也达到了约74%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144548688","content_text":"10月1日，美国政府时隔七年再度陷入“关门”状态，全球金融市场因此面临新的不确定性。停摆事件不仅带来财政与政治风险，也直接冲击了投资者信心，并引发对经济数据发布和美联储政策前景的广泛担忧。纳指期货跌至1%，科技股夜盘齐跌受关门消息影响，周一美股夜盘时段，纳指期货跌幅扩大至1%，标普期货跌0.8%。明星科技股夜盘普跌。特斯拉、英伟达、苹果等均跌超1%。数据真空与联储前景美国政府关门造成的“数据真空”正迫使市场重新评估美联储的政策前景。由于非农就业报告缺席，投资者可能会更加关注稍晚公布的ADP全国就业报告，该报告预计将显示私营部门就业人数温和增加5万人。Capital.com高级分析师Kyle Rodda指出，通常情况下，政府关门对市场影响不大，例如2018-2019年持续一个多月的停摆期间华尔街股市甚至上涨。但他补充说，当前市场面临两个问题：一是关键就业数据的延迟发布，二是“美国总统特朗普威胁要永久性解雇工人，这可能将政府关门演变成一场小型的劳动力市场冲击”。这种不确定性显著推高了市场对美联储降息的预期。期货市场行情显示，除了10月降息概率升至96%外，12月再次降息的可能性也达到了约74%。","news_type":1,"symbols_score_info":{"AAPL":1.1,"NVDA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}