[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio7b6afbfb":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"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":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcio7b6afbfb","美股 “聪明钱”逢低买入，后面是否还会回调？","\u002Fdoc\u002F美股-聪明钱逢低买入后面是否还会回调_596597296","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Csection>美股周二收高，主要股指在昨日大跌后反弹。日本股市大涨帮助提振了市场情绪。投资者继续关注财报、经济数据与美联储的货币政策路径问题。\u003C\u002Fsection>\n\u003Csection>道指涨294.39点，涨幅为0.76%，报38997.66点；纳指涨166.77点，涨幅为1.03%，报16366.85点；标普500指数涨53.70点，涨幅为1.04%，报5240.03点。\u003C\u002Fsection>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjy57Hb1mbib5KyCDeBfiaBELiaUt5AibaEKlvujetvBx3ljOia9qvS9IJQy6g\u002F640?wx_fmt=png&from=appmsg\" width=\"539\" height=\"247\" data-galleryid=\"\" data-imgfileid=\"769665347\" data-ratio=\"0.4585635359116022\" data-s=\"300,640\" data-type=\"png\" data-w=\"362\">\u003C\u002Fp>\n\u003Cp>\u003Cstrong>聪明钱基金逢低买入\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>据高盛最新的交易数据，本周一在全球市场经历“黑色星期一”之际，全球股市获得资金的温和净买入，多头买入超过空头卖出。\u003C\u002Fp>\n\u003Cp>北美是全球唯一获得对冲基金净买入的地区，所有其他地区都是净卖出，尽管名义规模也相对温和。\u003C\u002Fp>\n\u003Cp>美国股市的买入来自个股，对冲基金对个股的净买入是约5个月以来最大的一天，主要由多头买入推动，空头的资金流量较少。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_jpg\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjyH3FZiaa4MT5MxG4kiaIAHly6ibgESySWZKeMe9vxdQG9EWXnI2O6icErlw\u002F640?wx_fmt=jpeg&from=appmsg\" width=\"640\" data-imgfileid=\"769665351\" data-ratio=\"0.4109375\" data-type=\"jpeg\" data-w=\"640\">\u003C\u002Fp>\n\u003Cp>分行业来看，美国股市11个行业中，有8个行业获得净买入，以信息技术+防御性股票为首，防御性股票包括医疗保健、必需品、公用事业等领域，而消费品、房地产和金融是净卖出的。\u003C\u002Fp>\n\u003Cp>信息技术类股票出现自6月中旬以来最大的一天净买入，由多头买入和空头回补共同推动。周一，几乎所有科技子行业都获得了资金净买入，其中半导体和半导体设备以及软件获得的买入规模最大。不过，科技硬件这一科技子行业没有获得净买入。\u003C\u002Fp>\n\u003Cp>目前美国信息科技板块的多\u002F空比例为1.81，接近1年和5年的低点，也就是说，他们需要更多买入才能赶上平均水平。\u003C\u002Fp>\n\u003Cp>从高盛的经纪业务客户情况来看，他们对信息技术板块的持仓相比标普500低12.6%，仍是10多年来的最轻仓水平之一。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>美股投资网的仓位\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>昨天美股投资网公众号 TradesMax就发文，公布我们的抄底清单，分别是 Meta 英伟达 TSLA\u003C\u002Fp>\n\u003Cp>文章回顾 \u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917148988&idx=1&sn=73db2a4d3d4c41cb538ca991edaf3043&chksm=8edcd2dbb9ab5bcd2714356bd57a55ccf1dd56f285d6159694afcc4877437257656c63e89975&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener\" data-itemshowtype=\"0\" data-linktype=\"2\">美股七巨头市值蒸发1.3万亿，我们今天抄底了Meta NVDA\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>今天Meta大涨5%，英伟达狂飙7%\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjy72NicaAvEl8H87L3YrcgXgtxibkIUvKqeoKAWYN5tqAyRQPp85XrRdng\u002F640?wx_fmt=png&from=appmsg\" data-galleryid=\"\" data-imgfileid=\"769665352\" data-ratio=\"0.8068181818181818\" data-s=\"300,640\" data-type=\"png\" data-w=\"352\">\u003C\u002Fp>\n\u003Cp>同时，我们新建仓了 台机电，TSM，150美元\u003C\u002Fp>\n\u003Cp>\u003Cstrong>VIP社群截图\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjylghJ7ib6OWjW8Dp8x8dMFIjmicLhLxg9yhVjRTYOtfiaG4P4cxwjBdxmQ\u002F640?wx_fmt=png&from=appmsg\" data-galleryid=\"\" data-imgfileid=\"769665353\" data-ratio=\"0.5214285714285715\" data-s=\"300,640\" data-type=\"png\" data-w=\"700\">\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjyQ3zRJI9LIsrUjSGz3tKueibbX4O6kHQyhSltd4njibqyHYoghicEHJtWg\u002F640?wx_fmt=png&from=appmsg\" data-galleryid=\"\" data-imgfileid=\"769665354\" data-ratio=\"0.6866566716641679\" data-s=\"300,640\" data-type=\"png\" data-w=\"667\">\u003C\u002Fp>\n\u003Cp>就在我们抄底后，美股大盘就开始大涨，导致TSM也跟着暴涨6%，全群赚麻！\u003C\u002Fp>\n\u003Cp>\u003Cstrong>多空意见分歧\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>在全球股市动荡之际，高盛首席执行官David Solomon镇定发声，认为美国股市近期的回调可能是健康的，并表示美国经济没有衰退风险。他预计美联储不会在9月前采取紧急降息行动，而是在今年秋季降息一到两次。\u003C\u002Fp>\n\u003Cp>尽管市场对美联储的降息预期较为激进，Solomon认为当前的经济数据和美联储的态度不支持紧急降息。此外，他指出日本央行的加息决策对市场产生了影响，导致套利交易的清盘。\u003Cstrong>Solomon强调，市场的震荡将持续一段时间，但这种调整可能是健康的。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>反对的声音，但也有不少投资者已经开始认为，在一个估值极高并且屡创新高的市场中，周一的抛售其实早就应该发生了。一些人警告说，以后还后有更多这种痛苦局面。\u003C\u002Fp>\n\u003Csection>Truist联席首席投资官Keith Lerner写道：“现在说美股最低点已经到来还为时过早。美股已经蒙受了损坏，修复过程很可能需要一些时间。然而，随着市场对前景的预期重新设定得更低，风险\u002F回报似乎正在逐渐改善。”\u003C\u002Fsection>\n\u003Csection>LPL Financial首席全球策略师Quincy Krosby表示：“在经历了自去年秋季以来如此强劲的上涨之后，美股估值、市场情绪和投资者头寸已经变得过头了。今天市场正在经历的是这种看涨头寸的回缩，这在日元和所谓的套利交易中尤为明显。”\u003C\u002Fsection>\n\u003Csection>在经历了周一的历史性抛售后，投资者准备迎接更多波动。随着避险资产需求减弱，美国国债回落。10年期美债收益率出现近两周来的首次上涨，市场的焦点转向580亿美元的债券标售。\u003C\u002Fsection>\n\u003Csection>交易员也降低了美联储年内深度降息的预期，货币市场排除了最快本月紧急降息的情景。\u003C\u002Fsection>\n\u003Csection>\u003Cstrong>不看太远，明天会怎么样？\u003C\u002Fstrong>\u003C\u002Fsection>\n\u003Csection>GPU芯片服务器的超微电脑 SMCI 公布截至自然年2024年6月30的2024财年第四财季（下称二季度）财务数据，同时公布截至9月30的2025财年第一财季（下称三季度）以及2025全财年的业绩指引。\u003C\u002Fsection>\n\u003Csection>财报公布后，周二（SMCI）股价盘后跳涨，一度涨超17%，后回吐多数涨幅，盘后反而跌10%\u003C\u002Fsection>\n\u003Csection>\u003C\u002Fsection>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FLYR4v3CUssoSPJtUUIjYic06tEOibBmXjyxRRVGP3YZWyHGeo9BjaKZpTNIQtHhTiafNSJHE9Hq87piaicy6KBfGgZg\u002F640?wx_fmt=png&from=appmsg\" data-galleryid=\"\" data-imgfileid=\"769665355\" data-ratio=\"0.2595419847328244\" data-s=\"300,640\" data-type=\"png\" data-w=\"524\" data-imgqrcoded=\"1\">\u003C\u002Fp>\n\u003Cp>它也是芯片股的风向标之一，随后，英伟达等芯片板块也跟着盘后出现小回调，大盘指数盘后小幅下跌，明天可能再次出现空头的袭击，获利盘出货的情况，请各位粉丝谨慎应对。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>想每天跟着我们捕捉市场趋势变化，及时作出反应，查看个股资金流入和流出情况，登录 美股大数据 StockWe.com\u003C\u002Fstrong>\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002FUploader21te4jyglgi_2024_08_06_15_42_58.jpg","2024-08-06T22:34:35.213","2024.08.06","2024\u002F08\u002F06",42581,[22,23,24],"META","TSM","NVDA","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":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" 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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>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"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":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"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"]