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"description": "华尔街「聪明钱」真正重押的五大标的是亚马逊、台积电、Alphabet、Uber 与 Visa。 ",
"createdAt": "2026-06-09T23:50:03.000Z",
"author": "网络",
"pv": 62,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 1983,
"title": "AI拥挤度创新高 高盛、巴克莱示警:修正恐比市场预期更剧烈",
"shortTitle": "AI拥挤度创新高 高盛、巴克莱示警:修正恐比市场预期更剧烈",
"img": "https://cimg.cnyes.cool/prod/news/6491967/l/763c9e679184c63818da1da8624f9a9a.jpg",
"description": "美股在上周五非农报告公布后重挫,让押注动能股一路走高的投资人措手不及,对此高盛与巴克莱交易团队周二 (9 日) 警告,市场不应把下跌视为一次性事件,目前部位过度拥挤、市场广度狭窄加上利率居高不下等因素,都让股市更容易出现剧烈回档。 高盛交易员 Lee Coppersmith 等人说:「当前市场环境意味着「因子交易」(factor trade) 平仓引发的波动,可能远比大盘指数所反映的风险更大。」 上周五的市场已出现相关迹象,追踪动能股的 iShares MSCI USA Momentum Fac",
"createdAt": "2026-06-09T23:44:02.000Z",
"author": "网络",
"pv": 96,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 1984,
"title": "美光重挫是买点?分析师看好AI需求支撑记忆体市场",
"shortTitle": "美光重挫是买点?分析师看好AI需求支撑记忆体市场",
"img": "https://cimg.cnyes.cool/prod/news/6491941/l/71dfcd94c55b1a152a54d5a383529ce6.jpg",
"description": "美光科技 (Micron Technology)(MU-US) 股价周二 (9 日) 下挫,投资人持续抛售记忆体晶片股。该族群在上周 AI 概念股遭遇重挫时首当其冲,如今卖压再度浮现。",
"createdAt": "2026-06-09T23:20:02.000Z",
"author": "网络",
"pv": 96,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 1985,
"title": "世纪IPO引爆!SpaceX认购金额冲上2500亿美元 超额认购近4倍",
"shortTitle": "世纪IPO引爆!SpaceX认购金额冲上2500亿美元 超额",
"img": "https://cimg.cnyes.cool/prod/news/6491940/l/f61d6fd75467234a183c088132c3fa38.jpg",
"description": "《路透》周二 (9 日) 引述知情人士报导,SpaceX 已吸引超过 2,500 亿美元的认购需求,远高于原先预计募资的 750 亿美元,超额认购倍数达 3.5 至 4 倍,有望成为华尔街史上规模最大的 IPO。",
"createdAt": "2026-06-09T23:10:06.000Z",
"author": "网络",
"pv": 76,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
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