[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88a989a8":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"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":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio88a989a8","美股传出“可喜”消息，好日子回来了吗？","\u002Fdoc\u002F美股传出可喜消息好日子回来了吗_1187902685","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股三大股指高开，道指开盘涨210点、标普500指数涨1.06%、纳指涨1.4%。基准10年美债收益率回升至4%以上。美元指数也有所走强。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"362,250\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_7a2fe55829f64e6b9f9fbb472abd28b2@5576020_oswg32421oswg362oswg250_img_000\" width=\"501\" height=\"346\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>原因是美国劳工部周四公布的数据显示，8月3日当周初请失业金人数经季节调整后为23.3万人，减少了1.7万人，为约11个月来最大降幅\u003C\u002Fstrong>。路透调查的经济学家此前预计，上周初请失业金人数为24万人。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"732,509\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_0940bc003fda421fb63e0f170b4943da@5576020_oswg64300oswg732oswg509_img_000\" width=\"582\" height=\"405\">\u003C\u002Ffigure>\n\u003Cp>在此前一周初请失业金人数意外大幅上升后，最新的数据是一个可喜的逆转，很可能反映出汽车工厂临时停工和飓风贝里尔的影响正在消退。前值略有修正，从24.9万人上调至25万人。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cstrong>由于美国初请失业金数据缓解了投资者对就业市场的担忧， 美股投资网分析师认为，企业虽然并没有雇佣太多人，但也没有裁员太多人\u003C\u002Fstrong>，这是劳动力市场从火热状态冷却下来变得更加正常的迹象，而不是出现严重恶化的大转变。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>E-Trade的交易和投资董事总经理克里斯·拉金（Chris Larkin）说，“今天的初请失业金数据可能会缓解上周发布的就业报告带来的一些担忧。但由于通胀数据将于下周公布，股市仍在经历今年最大的回调，目前尚不清楚这将在多大程度上影响市场人气。”\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>昨天文章 \u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917149032&idx=1&sn=3104a3f0f52420409f0a7eb9b65694ed&chksm=8edcd28fb9ab5b99e4895f96c79be192ce765fed31fab3f9e3869644219134a8ff56d2bc36c1&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>我们高抛低吸 台积电 TSM之后\u003C\u002Fstrong>\u003C\u002Fa>，又在155美元重新买入了TSM\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"749,392\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_7501f654d209470280fcfd43cb019762@5576020_oswg67595oswg749oswg392_img_000\" width=\"640\" height=\"335\">\u003C\u002Ffigure>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>今天美股强势走高，芯片股在英伟达的带领之下，TSM 大涨6%到 163美元\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"628,445\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_61fe69a7ba954d01baefcf087588e52b@5576020_oswg54822oswg628oswg445_img_000\">\u003C\u002Ffigure>\n\u003Ch2> \u003C\u002Fh2>\n\u003Ch2>华尔街现在怎么看英伟达？\u003C\u002Fh2>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>华尔街对英伟达Blackwell芯片推迟发货的问题持乐观态度，认为其对业绩的影响微乎其微。虽然Blackwell芯片在第三季度的小批量生产因设计问题而延迟，但预计第四季度将通过台积电加急生产来解决这些问题。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"888,503\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_257072fbc61a4db992de520966008620@5576020_oswg77700oswg888oswg503_img_000\" width=\"621\" height=\"352\">\u003C\u002Ffigure>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>英伟达计划在2025年第一季度实现大规模出货，这符合市场的预期，因此不会对今年的业绩产生重大影响。华尔街分析师普遍看好英伟达的长期增长潜力，认为Blackwell芯片将推动2025年的营收增长，并维持对英伟达的“买入”评级。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Ch2>华尔街预计美联储今年将结束缩表\u003C\u002Fh2>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>美联储结束缩表在望，但实际收官日期取决于降息步伐和融资市场压力。决策者暗示将在年底前完成美债减持，华尔街许多人认为量化紧缩不太可能突然结束。但最近疲软的经济数据和流动性压力风险给前景蒙上了不确定性。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>“如果美联储打算刺激经济，那么可能停止缩表，”美国银行BAC策略师Mark Cabana和Katie Craig周三在给客户的报告中写道。“如果美联储目的是让货币政策正常化，那么缩表可以继续”。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>越来越多迹象表明经济增长放缓速度快于几周前的预期，引发全球债券周一大幅上涨，交易员押注美联储和其他央行将在降息方面变得更加积极。过去，政策制定者讨论过降息时不停止缩表的可能性，但经济突然下滑会威胁两者间的平稳过渡。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>虽然目前3.18万亿美元的准备金普遍被认为充足，但如果美联储让这个数字下降太多，可能会引发类似于2019年9月的隔夜融资市场波动。美联储自2022年6月以来一直在缩表，近期放慢了脚步以缓解货币市场利率的潜在压力。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>不过融资市场正在显露承压迹象。在美国政府债券发行和一级交易商美债持有量高企的情况下，隔夜回购利率正在上升。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cp>与此同时，美联储隔夜逆回购工具（RRP）本月每个交易日都下降，创三年多来最低，直到周四才止住跌势 ，回升到了3030亿美元。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"550,309\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20240809\u002Fv2_9021c425ce49485586c8a0af482802bf@5576020_oswg32310oswg550oswg309_img_000\">\u003C\u002Ffigure>\n\u003Cp> \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\u002FUploaderzywv3mhijva_2024_08_08_16_01_09.jpeg","2024-08-08T22:53:11.947","2024.08.08","2024\u002F08\u002F08",56471,[22,23],"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":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\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>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":69,"summaryHtml":74,"aboutTitle":75,"aboutHtml":76,"copyrightHtml":77},[45,48,51,54,57,60,63,66],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fplan",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":61,"url":62},"美股课程","\u002Fcol\u002Fvideos",{"label":64,"url":65},"免责声明","\u002Fdisclaimer",{"label":67,"url":68},"联系我们","\u002FContactUs",[70,71,72,73],"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":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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"]