[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof96881b2":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},"dciof96881b2","美股 医药股成救市”英雄“，100%降息预期引爆四季度行情！","\u002Fdoc\u002Fdciof96881b2","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美国联邦政府自周三午夜开始关门，美国政府出现2019年以来的首次停摆，但交易员预期联邦政府资金缺口问题将不会拖延太久。\u003C\u002Fp>\u003Cp>美国9月ADP就业人数录得减少3.2万，远低于经济学家预测的增加5.1万，同时8月数据被大幅下修至减少3000。这份数据无疑为市场释放了经济放缓的明确信号，直接推升了交易员对美联储货币政策转向的押注。期货市场预计，本月末美联储降息的概率已飙升至100%。\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F606;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F20345135491.png\" width=\"1080\" height=\"606\">\u003C\u002Ffigure>\u003Cp>截止收盘，道指收涨43.21点，涨幅0.09%，报46441.10点，连续两日收创历史新高。标普收涨0.34%，报6711.20点，刷新9月22日上周一所创的收盘最高纪录。纳指收涨0.42%，报22755.157点，逼近上周一所创的最高纪录。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"894,332\">\u003Cimg style=\"aspect-ratio:894\u002F332;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_6055962af4854ea0b079e2fa4c5af087@5576020_oswg48622oswg894oswg332_img_000\" width=\"894\" height=\"332\">\u003C\u002Ffigure>\u003Cp>特斯拉股价上涨近4%，为马斯克的财富新增约93亿美元，这源于投资者持续看好马斯克“重新聚焦主业”的前景。\u003Cstrong>截至美国东部时间下午3点30分这位全球首富的身家已达5000亿美元，历史之最！\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F864;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F20823636053.png\" width=\"1080\" height=\"864\">\u003C\u002Ffigure>\u003Cfigure class=\"image\" data-img-size-val=\"1030,588\">\u003Cimg style=\"aspect-ratio:1030\u002F588;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_59961523330d421dbdf3b81970ed5ff6@5576020_oswg20090oswg1030oswg588_img_000\" width=\"1030\" height=\"588\">\u003C\u002Ffigure>\u003Cp>据美股投资网了解到，英特尔正磋商将AMD纳入新的代工客户。这一潜在的合作消息直接刺激了投资者对英特尔代工战略成功的信心，推动英特尔涨超7%，若此传闻属实，这将是芯片代工行业格局的一次重大调整。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"580,277\">\u003Cimg style=\"aspect-ratio:580\u002F277;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_ccc133aa38bd4e4987ca809d0e01dc88@5576020_oswg42183oswg580oswg277_img_000\" width=\"580\" height=\"277\">\u003C\u002Ffigure>\u003Cp>美股投资网机会\u003C\u002Fp>\u003Cp>美股投资网-6月必买股LLY今天大涨8.6%.\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"415,147\">\u003Cimg style=\"aspect-ratio:415\u002F147;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_43929f4a67834226a2b10006f2d4978d@5576020_oswg17654oswg415oswg147_img_000\" width=\"415\" height=\"147\">\u003C\u002Ffigure>\u003Cp>文章回顾：\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917157810&idx=1&sn=c07476c2c592323a028795c0e0cf87d6&scene=21#wechat_redirect\" _href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917157810&idx=1&sn=c07476c2c592323a028795c0e0cf87d6&scene=21#wechat_redirect\">美股6月必选四只股，全新上市！CRCL LLY...\u003C\u002Fa>\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"1080,608\">\u003Cimg style=\"aspect-ratio:1080\u002F608;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_41bcb2e5d4a64533b692b00dff9442a8@5576020_oswg74912oswg1080oswg608_img_000\" width=\"1080\" height=\"608\">\u003C\u002Ffigure>\u003Cp>今天LLY大涨背后的逻辑主要有两点：\u003C\u002Fp>\u003Cp>监管风险“软着陆”\u003C\u002Fp>\u003Cp>白宫宣布计划推出一个直接面向消费者的药品折扣购买网站，被华尔街解读为政府在药价问题上的立场趋向市场化解决方案（Market-Based Solution），而非此前担忧的强制性价格控制。\u003C\u002Fp>\u003Cp>缓解IRA压力： 这一举措极大地缓解了市场对《降低通货膨胀法案》（IRA）可能对制药企业利润率造成灾难性冲击的担忧。\u003C\u002Fp>\u003Cp>消除不确定性： 新的合作模式为行业提供了一条清晰且可协商的路径，有效消除了笼罩在生物技术板块上方的监管不确定性（Regulatory Uncertainty）。\u003C\u002Fp>\u003Cp>巨头达成“自愿性协议”\u003C\u002Fp>\u003Cp>辉瑞（PFE）率先与政府达成部分药品降价协议，为整个行业树立了一个关键的、积极的先例。这种自愿性协议（Voluntary Agreements）模式，被市场视为药企避免更严苛监管的最优解。\u003C\u002Fp>\u003Cp>礼来随后确认正与政府“积极讨论，进一步扩大患者获得药物的渠道”，强化了以下市场预期：\u003C\u002Fp>\u003Cp>价值保护： 像LLY这类拥有突破性创新药物（如Mounjaro\u002FZepbound等）的生物制药巨头，能够通过战略性让步，在确保核心产品定价权和市场份额扩张的同时，避免被纳入IRA的强制性价格谈判清单。\u003C\u002Fp>\u003Cp>市场份额扩张： 达成协议后，制药企业有望在避免强硬监管的同时，获得政府在扩大药物可及性方面提供的支持，从而实现市场份额的进一步渗透。\u003C\u002Fp>\u003Cp>我们美股投资网还在今年8月14日，就通知VIP社群 688.5 买LLY,今日来看，已累计获利20%！\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:746\u002F404;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F47113995980407912-0b63-4c33-a360-03d839e06dfc.png\" width=\"746\" height=\"404\">\u003C\u002Ffigure>\u003Cp>此外 2025年初必买10只股里面的首选 —AI数据公司 INOD,今天大涨近7%，\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"524,328\">\u003Cimg style=\"aspect-ratio:524\u002F328;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_a01fc5b0a62841caad852a5ec13dc653@5576020_oswg37914oswg524oswg328_img_000\" width=\"524\" height=\"328\">\u003C\u002Ffigure>\u003Cp>当时我们年初提醒全球粉丝的时候，价格仅为39.46美元，截止今天已经成功翻倍！\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F1171;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F197921347710.png\" width=\"1080\" height=\"1171\">\u003C\u002Ffigure>\u003Cp>此外我们还在今年6月7日再次提示VIP会员在45.1美元加仓，目前获利已达 82.6%。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"777,425\">\u003Cimg style=\"aspect-ratio:777\u002F425;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_a6b2ce8ce0fe4d1d9d7304f1f43dcb90@5576020_oswg32000oswg430oswg430_img_000?x-oss-process=image\u002Fformat,jpg\" alt=\"Image\" width=\"777\" height=\"425\">\u003C\u002Ffigure>\u003Cp>今天上涨主要归因于两大强劲的市场信心催化剂：\u003C\u002Fp>\u003Cp>举办高价值AI峰会\u003C\u002Fp>\u003Cp>INOD宣布举办专为C-suite高管（副总裁及以上）设计的生成式AI峰会。这一举措是股价上涨的直接推手：\u003C\u002Fp>\u003Cp>瞄准高利润合同： 直接面向决策层，表明公司策略是获取大型、高利润的企业级AI合同，而非低价值的普通服务。\u003C\u002Fp>\u003Cp>塑造思想领袖： 通过强调“无推销，聚焦战略价值”，INOD成功将自身定位为企业AI转型的顶级战略伙伴，提升了品牌影响力和议价能力。\u003C\u002Fp>\u003Cp>机构巨额持股\u003C\u002Fp>\u003Cp>机构投资者持有公司52%的股权，且近期有机构上调评级，为股价提供了坚实的基础：\u003C\u002Fp>\u003Cp>专业研究背书： 机构的大比例持股是经过深入研究后的强烈信任投票，表明专业市场对INOD的技术壁垒和长期增长前景高度看好。\u003C\u002Fp>\u003Cp>资金流入预期： 机构持股高，预示着未来可能有持续的资金流入来支撑和推动股价进一步上涨。\u003C\u002Fp>\u003Cp>我们唯一看好的中概股 阿里巴巴（BABA）今日再涨 2.25%。\u003C\u002Fp>\u003Cp>本月初，我们VIP就在BABA 130美元的价格，加仓买入阿里正股，截至目前有42%的利润。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"563,153\">\u003Cimg style=\"aspect-ratio:563\u002F153;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_7afd271b0ea44dce9964af57bd407357@5576020_oswg26448oswg563oswg153_img_000\" width=\"563\" height=\"153\">\u003C\u002Ffigure>\u003Cfigure class=\"image\" data-img-size-val=\"700,1031\">\u003Cimg style=\"aspect-ratio:700\u002F1031;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_6827f8f4aedd4c81908088f8e252292e@5576020_oswg68144oswg430oswg430_img_000?x-oss-process=image\u002Fformat,jpg\" alt=\"Image\" width=\"700\" height=\"1031\">\u003C\u002Ffigure>\u003Cp>我们还在9月23日买入了 BABA 170美元行权价、2025年10月17日到期的看涨期权，建仓成本为 6.60美元。\u003C\u002Fp>\u003Cfigure class=\"image\" data-img-size-val=\"749,580\">\u003Cimg style=\"aspect-ratio:749\u002F580;\" src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20251002\u002Fv2_239a88f05f12476499660d496a8c3522@5576020_oswg50222oswg430oswg430_img_000?x-oss-process=image\u002Fformat,jpg\" alt=\"Image\" width=\"749\" height=\"580\">\u003C\u002Ffigure>\u003Cp>今天该看涨期权已经涨到了15.35美元，相较买入价上涨 132.6%，收益率高达 132.6%，实现一倍以上回报!\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg style=\"aspect-ratio:1080\u002F706;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002F206014663215.png\" width=\"1080\" height=\"706\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202510-stk\u002FUploaderd2z031sib23_2025_10_01_18_53_51.jpg","2025-10-02T01:43:59.17","2025.10.02","2025\u002F10\u002F02",31313,[22,23,24,25],"INTC","LLY","INOD","BABA","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"]