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"img": "https://cimg.cnyes.cool/prod/news/6619452/l/558acbff1fddf00c67b986aa471e241e.jpg",
"description": "高盛Rich Privorotsky警告,能源与利率连动正在瓦解,油价回落未必压低美债殖利率。 他认为压力更可能来自政府庞大融资需求,殖利率居高不下反映财政主导下的「出清价格」。 若无风险实质报酬续高,公债将与股票争夺资金,股市报酬门槛上升。",
"createdAt": "2026-10-01T16:00:04.000Z",
"author": "网络",
"pv": 74,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18199,
"title": "美光毛利率高达87% 是福也是祸",
"shortTitle": "美光毛利率高达87% 是福也是祸",
"img": "https://cimg.cnyes.cool/prod/news/6619916/l/cd6783ba46d58c6375ae8cc59ed53e06.jpg",
"description": "美光盘后财报优于预期,营收、获利与自由现金流攀升,并敲定多项长期供货协议。 唯一疑虑是毛利率展望由第四季87%降至本季86.25%,高层称为员工薪酬的暂时影响,且第一季后可望回升。 美光股价年内近6倍后仍跌2.1%,分析师称市场关注毛利率与资本配置;2027年75%供应已找到买家。",
"createdAt": "2026-10-01T15:51:45.000Z",
"author": "网络",
"pv": 101,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18190,
"title": "路透社:美国官员研判2027年共军犯台可能性降低",
"shortTitle": "路透社:美国官员研判2027年共军犯台可能性降低",
"img": "https://cimg.cnyes.cool/prod/news/6619883/l/ee009c31aebc7d7023dff66c153c1641.jpg",
"description": "美方认为共军在2028年前入侵台湾的可能性降低。 原因包括中共反腐延误军备准备,以及北京盼观察台湾2028大选结果。 若赖清德连任,共军在2028年及以后动武风险升高。",
"createdAt": "2026-10-01T14:50:33.000Z",
"author": "网络",
"pv": 72,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 18186,
"title": "AI订单撑起美国工厂!制造业连9个月扩张 通膨压力再升温",
"shortTitle": "AI订单撑起美国工厂!制造业连9个月扩张 通膨压力再升温",
"img": "https://cimg.cnyes.cool/prod/news/6619821/l/4f350afc4fb103c283497321f11ce03e.jpg",
"description": "美国9月ISM制造业指数54.5,连9月扩张,写下2022年来最长连续扩张 新订单55.3、雇佣52.7;AI基础设施投资与补库存支撑订单和招聘 投入价格77.9飙高、供应交货续延迟;美伊战争推升油价,通膨压力升温",
"createdAt": "2026-10-01T14:31:36.000Z",
"author": "网络",
"pv": 77,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
"_locals": {},
"cache": false
}