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{
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"title": "美股开盘走高,那斯达克创新高就业降温压低升息预期",
"shortTitle": "美股开盘走高,那斯达克创新高就业降温压低升息预期",
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"description": "2026年10月02日(优分析/产业数据中心报导)⸺ 美国9月就业数据低于预期,市场降低联准会(Fed)近期再度升息的预期,美债殖利率回落,美股周五开盘走高,那斯达克指数再创历史新高。 截至美东时间上午10时14分,道琼工业指数上涨0.60%,标普500指数上涨1.02%,那斯达克指数上涨1.66%。科技与半导体股领涨,费城半导体指数上涨3.1%,辉达NVIDIA(NVDA-US)涨2.5%并触及盘中历史新高,Tesla(TSLA-US)涨4.1%,Oracle(ORCL-US)涨3%。 美国劳",
"createdAt": "2026-10-02T15:00:10.000Z",
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"pinyin": "mg",
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{
"id": 18395,
"title": "Nike改革两年仍未止血!中国、Jordan两大问题拖累,股价跌至12年低点",
"shortTitle": "Nike改革两年仍未止血!中国、Jordan两大问题拖累,股",
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"description": "2026年10月02日(优分析/产业数据中心报导)⸺ Nike(NKE-US)执行长Elliott Hill回锅近两年,公司转型仍未见明显成效。Nike最新宣布新一轮裁员,并预估截至2028年5月止年度的营收与获利降幅将高于市场预期,拖累股价周五早盘下跌约8%,来到约12年低点。 Nike目前主要问题集中在运动休闲产品、中国市场与Jordan品牌,三项业务合计占公司营收超过一半。Hill坦言,中国市场要恢复稳定仍需要数个季度,短期也将持续影响获利。 Jordan同样面临产品供给过多问题。Nike",
"createdAt": "2026-10-02T15:00:10.000Z",
"author": "网络",
"pv": 72,
"pinyin": "mg",
"name": "美股",
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{
"id": 18396,
"title": "Tesla第三季交车超预期!欧洲需求回温,全年交车有望终结连两年衰退",
"shortTitle": "Tesla第三季交车超预期!欧洲需求回温,全年交车有望终结连",
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"description": "2026年10月02日(优分析/产业数据中心报导)⸺ Tesla(TSLA-US)第三季交车量优于市场预期,欧洲需求回升抵销美国税务优惠退场及中国市场竞争加剧的影响,带动股价周五早盘上涨逾3%。 Tesla第三季交付48万6,532辆,高于Visible Alpha统计市场预估的45万6,896辆;不过同期产量46万4,391辆,低于市场预估的48万6,761辆。 欧洲成为本季主要成长来源。Tesla去年受到需求疲弱影响后,今年截至8月欧盟新车挂牌量年增约三分之二,Model Y更成为法国销量最",
"createdAt": "2026-10-02T15:00:09.000Z",
"author": "网络",
"pv": 73,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 18397,
"title": "摩根士丹利重新将NVIDIA列为半导体首选黄仁勋透露AI需求不只来自云端巨头",
"shortTitle": "摩根士丹利重新将NVIDIA列为半导体首选黄仁勋透露AI需求",
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"description": "2026年10月02日(优分析/产业数据中心报导)⸺ 摩根士丹利重新将辉达NVIDIA(NVDA-US)列为半导体产业「首选股」,分析师Joseph Moore日前与执行长黄仁勋及财务长Colette Kress会面后,认为市场可能低估NVIDIA客户需求的广度,维持加码评等及300美元目标价。消息带动NVIDIA周五盘前上涨逾2%。 摩根士丹利指出,NVIDIA的成长动能已不只来自大型云端服务商与前沿AI模型公司,其他类型客户也持续扩大AI基础设施投资。Agentic AI发展则进一步增加运算",
"createdAt": "2026-10-02T15:00:09.000Z",
"author": "网络",
"pv": 62,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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}
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