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2026-10-07 网络 阅读(57)










2026-10-07 网络 阅读(57)









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"shortTitle": "指数逼近新高、多数成分股却掉队 高盛警告:标普500失真了",
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"description": "标普500与一般美股愈来愈脱节,分析显示成分股中位数自高点回跌约17%,但指数距8月纪录仅差0.3%。 七雄市值逼近25兆美元,AI推动集中涨势;高盛称这是市场风险定价失衡、周期末期讯号。 Evercore指市场分成AI与非AI两大阵营,负贝他股票数量创高,或为组合提供缓冲并减轻标普500跌幅。",
"createdAt": "2026-10-06T22:10:06.000Z",
"author": "网络",
"pv": 63,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18969,
"title": "〈美股盘后〉标普首破7800点 科技股领涨、殖利率回落助攻",
"shortTitle": "〈美股盘后〉标普首破7800点 科技股领涨、殖利率回落助攻",
"img": "https://cimg.cnyes.cool/prod/news/6622977/l/eab894fd4141f56978b4763601b6694a.jpg",
"description": "美股周二全面收高,标普500、那指同创收盘新高,S&P 500首度站上7,800点。 油价趋稳、10年期美债殖利率降至5.281%,Fed本月再升息机率由50.9%降至19.4%。 AMD、CEG、MRVL受AI与资料中心需求带动;标普500 Q3获利估年增30.6%。",
"createdAt": "2026-10-06T21:54:02.000Z",
"author": "网络",
"pv": 71,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18958,
"title": "科技股泡沫风险最高 美银教战:怕错过涨势可用这招",
"shortTitle": "科技股泡沫风险最高 美银教战:怕错过涨势可用这招",
"img": "https://cimg.cnyes.cool/prod/news/6623264/l/2590eeb5e94733462f6fb851f9d881e9.jpg",
"description": "美银证券称,科技巨头推升那指100创高但涨势集中少数AI股,具泡沫疑虑。 策略师建议买进QQQ买权或买权价差,以较低风险参与上涨行情。 美银泡沫风险指标显示美国科技股最高,石油、医疗保健与韩股也居前。",
"createdAt": "2026-10-06T21:40:04.000Z",
"author": "网络",
"pv": 90,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18959,
"title": "辉达强势掩盖美股「一大堆痛苦」罗森伯格警告:市场裂痕扩大",
"shortTitle": "辉达强势掩盖美股「一大堆痛苦」罗森伯格警告:市场裂痕扩大",
"img": "https://cimg.cnyes.cool/prod/news/6623278/l/62d285147bb28179c3f5c5d56ac49056.jpg",
"description": "罗森伯格警告,辉达等AI巨头强势掩盖市场弱势,标普500平均个股较52周高点低约20%,中位数跌17%。 标普500今年涨13.6%,但排除前10大股及半导体后仅涨5.2%;约38%成分股跌逾20%,罗素3000约半数进熊市。 他称,市场若质疑AI巨头的资本支出难转化为相当收益,高估值可能放大跌势。",
"createdAt": "2026-10-06T21:30:03.000Z",
"author": "网络",
"pv": 68,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18961,
"title": "〈台股盘前要闻〉苏姿丰访台AMD再扩大对台投资、台股续创高外资却转卖",
"shortTitle": "〈台股盘前要闻〉苏姿丰访台AMD再扩大对台投资、台股续创高外",
"img": "https://cimg.cnyes.cool/prod/news/6623203/l/444b8be47776c82d925614694dc62204.jpg",
"description": "台股盘前要闻 1.超微(AMD-US)董事长暨执行长苏姿丰6日访台表示,AMD先前宣布投入台湾供应链的100亿美元投资,目前进度符合计划,随着CPU、GPU及AI需求持续增加,预计将进一步加码台湾;同时,由于目前CPU需求仍高于供给,公司预计2027年大幅增加供应,与主要供应链伙伴的产能规画也已从过去1至2年,一口气拉长至3至5年。 2.台股6日持续高档震荡,盘中最高冲上49968点,距离5万点大关仅差约31点,终场上涨110点、收49822点,再创历史收盘新高,不过法人",
"createdAt": "2026-10-06T21:10:07.000Z",
"author": "网络",
"pv": 63,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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"cache": false
}