[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio05a0ec8c":3},{"user":4,"document":8,"mainDocument":30,"columnUrl":32,"subscription":33,"footer":45,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},"dcio05a0ec8c","美股今年牛市要靠DeepSeek了！","\u002Fdoc\u002F美股今年牛市要靠deepseek了_1482692849","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股周二收高，科技股领涨，纳指与标普500挽回了周一的巨大跌幅。市场继续评估中国AI模型DeepSeek对美股AI交易的潜在影响。\u003Cstrong>美股投资网认为从宏观经济角度看，这种技术将推动经济增长，DeepSeek通过&ldquo;低成本+开源&rdquo;模式，加速了AI普惠化\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>今日，美股AI软件应用股全线大涨， 但凡这些科技公司能利用AI去优化现有业务，都会受益于DeepSeek，Gitlab(GTLB) 大涨12%， CFLT +9% &nbsp;&nbsp;ASAN +10% NET+ 8% 以及PATH SHOP CRWD MNDY U MBD DOCU FRSH ZM APP DDOG SNOW TWLO\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"451,595\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_1f631f6e998f45f8a4e0ed6840d5348a@5576020_oswg55941oswg451oswg595_img_000\">\u003C\u002Ffigure>\n\u003Cp>在这样的背景下，投资者们将苹果公司视作最大的受益者：我们昨天文章就提到过：\u003Ca href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&amp;mid=2917153350&amp;idx=1&amp;sn=d2b4ec60977501ee3d08bb27833e65c6&amp;scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">英伟达创纪录蒸发5900亿美元！DeepSeek暴击华尔街，后市展望！\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>2025年，如何找AI黑马股呢？美股投资网之前整理了AI+软件股，供粉丝们参考\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"800,479\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_a8369885dda643fbbc14360d8f3ce290@5576020_oswg206660oswg800oswg479_img_000\">\u003C\u002Ffigure>\n\u003Cp>AI+数据分析的 Palantir(PLTR) 、 Cellebrite(CLBT) 、 Elastic(ESTC)&nbsp;\u003C\u002Fp>\n\u003Cp>AI+云服务的 ServiceNow(NOW) 、 康沃系统(CVLT)、 Datadog(DDOG) 、 Cloudflare(NET) 、 Snowflake(SNOW) 、 MongoDB(MDB) 、 Confluent(CFLT) 、 Gitlab(GTLB) 、 Fastly(FSLY) ；\u003C\u002Fp>\n\u003Cp>AI+数字广告与营销的 Applovin(APP) 、 The Trade Desk(TTD) 、 Digital Turbine(APPS) 、 Klaviyo(KVYO)、 Zeta Global(ZETA) 、 Braze(BRZE) 、 Adobe(ADBE) 、 Twilio(TWLO) 、 Life360(LIF) ；\u003C\u002Fp>\n\u003Cp>AI+企业解决方案的 Doximity(DOCS) 、 Workday(WDAY) 、 自动数据处理(ADP)、 Zoom视频通讯(ZM) 、 SAP SE(SAP) ；\u003C\u002Fp>\n\u003Cp>AI+项目管理的 monday.com(MNDY) 、 Atlassian(TEAM) 、 Smartsheet(SMAR) 、 阿莎娜(ASAN) ；\u003C\u002Fp>\n\u003Cp>AI+销售与营销平台 HubSpot(HUBS) 、 赛富时(CRM)\u003C\u002Fp>\n\u003Cp>AI+物联网的 Samsara(IOT) ；AI+在线教育 多邻国(DUOL) 。\u003C\u002Fp>\n\u003Cp>苹果公司在周三正式推送了iOS 18.3系统，自动启用&ldquo;苹果智能AI&rdquo;，也被视为苹果试图扩大接触&ldquo;苹果智能&rdquo;软件的群体。\u003C\u002Fp>\n\u003Cp>而同样是开源AI大模型的Meta公司股价也逆势上行，\u003Cstrong>一些交易最活跃的苹果期权合约是与该股涨至240美元和265美元挂钩的看涨期权。对于Meta，交易员纷纷押注该股将涨至1,250美元和1,300美元\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>据Cboe Global Markets的数据，Meta看涨期权的交易量几乎是看跌期权的两倍。苹果看涨期权的交易量大约是看跌期权的2.5倍。看涨期权赋予持有人在特定日期以特定价格购买股票的权利。看跌期权赋予持有人在特定日期以特定价格出售股票的权利。\u003C\u002Fp>\n\u003Cp>美股大数据表示，DeepSeek的AI能力可能意味着&ldquo;七巨头&rdquo;科技股的命运将发生转变，微软(Microsoft)、苹果和Meta将占据主导地位。\u003C\u002Fp>\n\u003Cp>抄底英伟达\u003C\u002Fp>\n\u003Cp>多项技术指标显示英伟达股价站稳，我们昨天夜盘和盘前，就群发通知给全部\u003Cstrong>VIP社群，第一支撑位118美元，分批抄底英伟达\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"748,410\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_3d9e38b6058042979ad50fa256eea766@5576020_oswg141782oswg748oswg410_img_000\">\u003C\u002Ffigure>\n\u003Cp>今天我们&nbsp;\u003Cstrong>美股大数据 AI量化金融终端\u003C\u002Fstrong>上，软件多次提醒英伟达 ，看涨模型信号触发\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"725,1269\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_f15625dd856d40079e176630b5e8381a@5576020_oswg383294oswg725oswg1269_img_000\">\u003C\u002Ffigure>\n\u003Cp>今天英伟达强势反弹9%，美股散户资金流追踪的Vanda Research最新统计数据显示，\u003Cstrong>散户投资者们周一净抄底买入英伟达股票的总额达到5.622亿美元，这是自2014年Vanda Research有统计记录以来的最高水平。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"345,142\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_269d6553f1a346a68e9b2bb3d7bc82c1@5576020_oswg19473oswg345oswg142_img_000\">\u003C\u002Ffigure>\n\u003Cp>过去几年，美股市场的散户投资者一直在持续买入英伟达股票。根据这家纽约市场研究和分析机构汇编的数据，散户投资者们在上一季度购买了价值约73亿美元的英伟达股票，但这几乎是2024年9月所创下的季度购买峰值的一半。\u003C\u002Fp>\n\u003Cp>除了英伟达，我们今天还抄底了一个从本月高位回调40%的一个半导体公司，该股被严重超卖，是抄底绝佳机会，今天它强势反弹中，预计接下来继续反弹，能有很好的收益。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"698,694\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250129\u002Fv2_0387e964160d42188fa220649e7598bc@5576020_oswg34015oswg698oswg694_img_000\">\u003C\u002Ffigure>\n\u003Cp>想获取代号，订阅我们VIP社群！\u003C\u002Fp>\n\u003Cp>&nbsp;\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202501-stk\u002FUploaderw1dqjasva4l_2025_01_28_22_44_28.jpeg","2025-01-29T06:39:30.45","2025.01.29","2025\u002F01\u002F29",51149,[22,23,24,25],"NVDA","AAPL","ASAN","GTLB","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":31,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},[22,23,24,25],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":34,"services":35,"recentDocuments":44},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[36,40],{"productId":37,"serviceName":38,"priceText":39},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":41,"serviceName":42,"priceText":43},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":46,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[47,50,53,56,59,62,65,68],{"label":48,"url":49},"深度报告","\u002Fcol\u002FdepthReport",{"label":51,"url":52},"VIP会员","\u002Fplan",{"label":54,"url":55},"期权推荐","\u002FOption",{"label":57,"url":58},"低价暴涨股","\u002FPenny",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]