期货详情

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微型NQ100指数2603

24,274.00

-90.00-0.37%

成交量：1.82万

成交额：4.42亿

高：24,445.00

开：24,390.00

低：24,445.00

收：24,364.00

昨结算价：24364

平均价：- -

未平仓量：73207

未平仓量变动：-635

数据加载中...

总览新闻资讯

业绩超越99%同行的基金认为：AI浪潮下，仅有少数软件公司能存活

环球市场播报

特朗普提名的美联储主席人选主张降息：主要理由是AI

环球市场播报

大摩：AI是资本开支黑洞，风险向信用市场蔓延

华尔街见闻

美银Hartnett：“AI颠覆交易”加速扩散，一旦有科技巨头削减开支，将引发美股“轮动海啸”

华尔街见闻

美股回调之际现积极信号：超75%标普成份股利润增长，创四年新高

智通财经APP

中期选举行情爆发在即，美银看好中小盘股成美股新主线

AI恐惧重挫软件股：是“毫无逻辑”的恐慌，还是SaaS的终结？

华尔街见闻

标普500关键技术防线告急！空头肆虐下，抄底大军紧盯下一支撑位

美国上周初请失业金人数录得23.1万人，高于市场预期

老虎资讯综合

“软件股末日”论调席卷华尔街之际， “AI重塑软件盈利”的增长叙事悄然扩散

美联储换帅在即，大类资产影响几何？

华尔街见闻

美股新常态？2026年才过几周，已上演5次“急跌后V字反转”

华尔街见闻

“小非农”ADP就业人数不及预期，美国劳动力市场继续放缓

老虎资讯综合

美股盘前｜道指期货升逾百点！光伏概念股走强，晶科能源涨超12%；礼来飙升逾8%，Q4营收同比大增43%

老虎资讯综合

1932年也是这样！美股集中度高并不可怕，真正危险的是太贵

华尔街见闻

中金：沃什难撼美联储扩表，继续看好中美股市和金银铜

中期选举交易主题浮现：金融科技与房屋建筑商领跑华尔街押注

美股盘前｜金银反弹提振贵金属股；Palantir绩后飙升逾11%、PayPal绩后暴跌逾15%

老虎资讯综合

高盛力挺2026年美股盈利前景：超半数公司上调指引，缓解财报季低迷担忧

盘前｜美股三大股指期货齐跌！现货黄金、白银跌幅收窄，原油期货日内大跌

老虎资讯综合

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16:20","pubTimestamp":1771230015,"startTime":"0","endTime":"0","summary":"摩根士丹利指出，AI正从市场热点转变为信用市场结构性压力源。科技巨头\"烧钱\"竞赛推动2026年资本支出预期上调至7400亿美元，投资级债券发行料创2.25万亿美元新高。与此同时，软件板块遭抛售，压力向杠杆贷款等信用领域传导。大摩警告，违约率虽处低位，但价格下跌或将扩大加深。","market":"sh","thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e195698c29a762d29ce9aa71f7be3510","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765782","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MNQ2603","BK4543","BK4581","BK4528","LU2089283258.USD","MNQmain","LU1548497426.USD","LU0971096721.USD","NDX","LU1720051108.HKD","LU1720051017.SGD","BK4588","LU0234570918.USD",".DJI","LU0006306889.USD","LU1244550494.USD","LU1989772840.SGD","LU0106261372.USD","ESmain","LU0912757837.SGD",".SPX","LU2028103732.USD","LU1791710582.SGD",".IXIC","BK4023","LU1162221912.USD","LU2133065610.SGD","BK4587","LU1244550221.USD","LU0158827781.USD","IE00BKVL7J92.USD","LU0795875169.SGD","LU1244550577.SGD","LU1363072403.SGD","LU1791710400.SGD","BK4504","MNQ2612","YMmain","LU0267386448.USD","LU0557290698.USD","BK4148","LU2271345857.HKD","LU1732800096.USD","LU0882574139.USD","NQmain","LU1989772923.USD","LU1074936037.SGD","LU0314104364.USD","LU2089284900.SGD","LU0158827948.USD","BK4534","LU0528227936.USD","LU1668664300.SGD","LU2111349929.HKD","LU2357305700.SGD","LU2347655156.SGD","BK4516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611109327","title":"美银Hartnett：“AI颠覆交易”加速扩散，一旦有科技巨头削减开支，将引发美股“轮动海啸”","url":"https://stock-news.laohu8.com/highlight/detail?id=2611109327","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611109327?lang=zh_cn&edition=fundamental","pubTime":"2026-02-16 15:10","pubTimestamp":1771225841,"startTime":"0","endTime":"0","summary":"美银Hartnett最新报告警示，2026年AI超大规模企业资本支出预计将达7400亿美元，导致自由现金流枯竭。一旦有巨头宣布削减开支，将成为引发美股从科技股向小盘股、新兴市场“大轮动”的关键信号。而从保险到物流，AI对服务业的颠覆正像野火般蔓延。此外，日元与日股相关性20年来首次转正，预示长牛。","market":"sg","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765781","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","BK4581","BK4550",".SPX","MNQ2603","GOOGL","MU","NDX","BK4588","NQmain","AMZN","NVDA","AVGO","ESmain",".DJI","META","MNQmain","BK4535","MNQ2612","MSFT","TSLA",".IXIC","AAPL","ORCL","BK4585","YMmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1138498834","title":"美股回调之际现积极信号： 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21:05","pubTimestamp":1770383127,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国银行策略师团队表示，随着美国中期选举临近，科技龙头吸引力消退，美国中小盘股成为当前最佳投资选择。这使得中小盘股成为美国中期选举预热阶段“行情爆发”的主要受益者。该团队指出，今年大型科技股的AI资本支出预计约为6700亿美元，占其现金流的96%，而2023年这一比例仅为40%。","market":"sh","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d1702a566ce63e3d299579701a145a9b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402748.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["YMmain","ESmain",".DJI","BK4535",".IXIC","BK4588","NQmain","BK4534","BK4585","MNQ2612","BK4550","MNQ2603","BK4581",".SPX","NDX","MNQmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609557782","title":"AI恐惧重挫软件股：是“毫无逻辑”的恐慌，还是SaaS的终结？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609557782","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609557782?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 15:54","pubTimestamp":1770364441,"startTime":"0","endTime":"0","summary":"有分析认为，企业不会完全推翻数百亿美元的先前软件基础设施投资，转而迁移到Anthropic、OpenAI等公司。大型企业花费数十年积累了数万亿个数据点，这些数据现已深深嵌入其软件基础设施中。同时也有其他分析师预见到更持久的压力，抛售反映出对AI可能压缩利润并限制软件公司定价能力的担忧。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"98a61a326a82a98e9514293aba02094f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765142","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ESmain",".IXIC","BK4585","YMmain","MNQ2603","MNQ2612","NDX",".DJI","MNQmain","BK4588",".SPX","NQmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609533054","title":"标普500关键技术防线告急！空头肆虐下，抄底大军紧盯下一支撑位","url":"https://stock-news.laohu8.com/highlight/detail?id=2609533054","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609533054?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 13:12","pubTimestamp":1770354728,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，科技股抛售潮的螺旋式加剧，正将标普500指数推向一条关键趋势线的悬崖边缘。“震荡炼狱”与期权火上浇油本轮已使标普500指数从近期高点回落约2.6%的抛售潮，在周四几乎未见缓和。期权研究机构SpotGamma指出，标普500指数的下跌正因期权做市商被迫调整对冲头寸并在下跌市场中抛售而加剧，这种被称为 “做市商负Gamma效应” 的动态在近日抛售加剧时已开始显现。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402333.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"标普500关键技术防线告急！空头肆虐下，抄底大军紧盯下一支撑位","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4550","BK4504","ESmain","NDX","MNQ2603","BK4534","BK4559","NQmain","BK4588","MNQmain",".DJI",".IXIC","BK4581","BK4585","YMmain","MNQ2612",".SPX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1127146940","title":"美国上周初请失业金人数录得23.1万人，高于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1127146940","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127146940?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 21:30","pubTimestamp":1770298214,"startTime":"0","endTime":"0","summary":"2月5日，美国至1月31日当周初请失业金人数 23.1万人，预期21.2万人，前值20.9万人。美国至1月31日当周初请失业金人数四周均值 21.225万人，前值20.625万人。美国至1月24日当周续请失业金人数 184.4万人，预期184.7万人，前值由182.7万人修正为181.9万人。","market":"us","thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5712911a97692958e444016d45d93118"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3566612c4040e9846a42b266477e4ca7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["YMmain",".IXIC",".DJI","MNQmain","MNQ2603","ESmain","MNQ2612","NDX",".SPX","NQmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609375294","title":"“软件股末日”论调席卷华尔街之际， “AI重塑软件盈利”的增长叙事悄然扩散","url":"https://stock-news.laohu8.com/highlight/detail?id=2609375294","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609375294?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 19:10","pubTimestamp":1770289812,"startTime":"0","endTime":"0","summary":"与此同时，这也显示出以AI赋能盈利的新叙事正在悄然扩散，部分投资者已开始将未来增长预期纳入对软件股的评估。不过，投资者们仍犹豫是否要宣布“警报正式解除”。AI重塑价值链与未来观察从软件工程现实与SaaS产业结构看，“AI替代整个企业软件栈”是一个容易被市场线性外推的叙事。同样，汤森路透Breakingviews引述的观点也强调“把一个AI插件等同于替代全部关键企业软件层”是跳跃式的不合逻辑推断。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402101.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["YMmain","ESmain",".DJI","NQmain",".IXIC","MNQ2612","MNQ2603",".SPX","NDX","MNQmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2609328234","title":"美联储换帅在即，大类资产影响几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609328234","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609328234?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 15:00","pubTimestamp":1770274800,"startTime":"0","endTime":"0","summary":"申银万国认为，美联储换帅引发市场误读为“鹰派”冲击，但沃什实为“先缩表后降息”铺路。迫于政治与财政压力，降息或将先行。这提示投资者关注流动性预期修正后的机会：美股风格或转向小盘股，贵金属波动后仍具长期价值，而地缘政治则可能推升油价与通胀风险。","market":"nz","thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765037","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美联储换帅在即，大类资产影响几何？","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MTNmain","PAmain",".IXIC","CLmain","XAUUSD.FOREX","BK4581","BK4588","PLmain","SILmain","MNQ2603","MNQmain","SCHD","HGmain","ESmain","QQQM","BZmain","GCmain",".DJI","XAGUSD.FOREX","MGC2602","BK4504",".SPX","BK4585","BK4559","SIL2603","SImain","MNQ2612","MHGmain","NDX","MGCmain","NQmain","BK4550","MWNmain","YMmain","BK4534"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2609349572","title":"美股新常态？2026年才过几周，已上演5次“急跌后V字反转”","url":"https://stock-news.laohu8.com/highlight/detail?id=2609349572","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609349572?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 13:22","pubTimestamp":1770268920,"startTime":"0","endTime":"0","summary":"美股2026开年频现\"假摔\"戏码：标普500已上演5次盘中暴跌后火速反弹，每次都伴随地缘风波、关税恐慌或AI竞争，却次次化险为夷。德银认为，判断股市是否会进入真正的持续下行，关键在于宏观预期是否发生“结构性下修”。","market":"nz","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765015","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美股新常态？2026年才过几周，已上演5次“急跌后V字反转”","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["YMmain","SCHD",".IXIC",".DJI","MNQmain","MNQ2603","ESmain","MNQ2612","NDX",".SPX","NQmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1153035793","title":"“小非农”ADP就业人数不及预期，美国劳动力市场继续放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1153035793","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153035793?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 21:15","pubTimestamp":1770210913,"startTime":"0","endTime":"0","summary":"美国1月ADP就业人数2.2万人，预期4.8万人，前值4.1万人。","market":"us","thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5712911a97692958e444016d45d93118"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5067f89d70c484d2f9a960fa7e622670","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":[".SPX","ESmain","MNQ2612","SCHD","YMmain","MNQmain",".IXIC","MNQ2603","NQmain",".DJI","NDX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172777731","title":"美股盘前｜道指期货升逾百点！光伏概念股走强，晶科能源涨超12%；礼来飙升逾8%，Q4营收同比大增43%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172777731","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172777731?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 20:36","pubTimestamp":1770208590,"startTime":"0","endTime":"0","summary":"01 股市2月4日，美股三大股指期货情况如下，道琼斯工业平均指数期货上升0.36%，纳斯达克100指数期货上升0.01%，标普500指数期货上升0.23%。02 其他市场十年美债收益率上升0.15%，最新收益率为4.28%。美元指数上升0.1550个%，报97.55。Prosus与AWS签署多年期AI与云计算合作协议，预计实现两位数成本节约。瑞银公布第四季度净利润12亿美元并启动30亿美元股票回购，强化股东回报。AMD发布季度业绩与指引，数据中心收入亮眼但指引不及部分乐观预期，股价盘前承压。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b62a539b3ea29e5ee15f4cad074526ad","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ESmain","LLY","YMmain","MNQ2603","MNQ2612","MNQmain","JKS","NQmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608735644","title":"1932年也是这样！美股集中度高并不可怕，真正危险的是太贵","url":"https://stock-news.laohu8.com/highlight/detail?id=2608735644","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608735644?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 16:24","pubTimestamp":1770193488,"startTime":"0","endTime":"0","summary":"英国《金融时报》专栏文章指出，市场集中度本身并不可怕，真正需要警惕的是高估值。从历史角度来看，在工业时代，类似现在的集中度模式就已经存在。换句话说，少数大公司主导市场似乎是资本市场的一种常态。单独来看，市场集中度确实对回报有负向预测作用（高集中度，低后续回报），但保持估值不变的情况下，更高的集中度实际上与更高的未来回报相关！","market":"sg","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764935","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"1932年也是这样！美股集中度高并不可怕，真正危险的是太贵","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","NQmain",".DJI","BK4581","NDX","BK4550","SCHD","BK4534","BK4535","YMmain","MNQ2612","ESmain","BK4585","MNQmain",".IXIC",".SPX","MNQ2603"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608442381","title":"中金：沃什难撼美联储扩表，继续看好中美股市和金银铜","url":"https://stock-news.laohu8.com/highlight/detail?id=2608442381","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608442381?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 07:58","pubTimestamp":1770163086,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金公司发布研究报告称，当地时间1月30日，美国总统特朗普提名凯文沃什充任下一任美联储主席，引发了市场对其缩表言论的担忧。全球资产的牛市有持续的可能，今年内继续看好受益于美元流动性趋势性改善的中美股市和金银铜。去年以来，中金公司持续提示美联储停止缩表和开启扩表，在4月和年末得到验证。毕竟，维系金融稳定也是美联储的一大任务目标。","market":"hk","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401321.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中金：沃什难撼美联储扩表，继续看好中美股市和金银铜","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["XAUUSD.FOREX","BK4550","MGC2602","MGCmain","COPP","SIL2603","HSI","SImain","MNQ2612","HGmain","ESmain","PAmain","XAGUSD.FOREX","BK4534","PLmain","BK4581","NQmain","SILmain","BK4588","BK4504","GCmain","BK4559","MHGmain",".DJI","HSTECH",".SPX","MNQ2603","NDX","HTImain",".IXIC","BK4585","MNQmain","YMmain","HSImain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608871130","title":"中期选举交易主题浮现：金融科技与房屋建筑商领跑华尔街押注","url":"https://stock-news.laohu8.com/highlight/detail?id=2608871130","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608871130?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 21:25","pubTimestamp":1770125101,"startTime":"0","endTime":"0","summary":"智通财经APP注意到，距离美国中期选举还有九个月，华尔街已开始预演 11 月投票前的各种交易情景。花旗瞄准金融科技领域之际，世界大企业联合会的数据显示，消费者信心降至 2014 年以来的最低水平。随着华盛顿将重点转向中期选举，内德·戴维斯研究公司也在调整其交易策略。该机构已在其 2026 年“特朗普交易”中加入了住房建筑股 ETF、基础设施公司以及一只押注美元走软的基金，因为经济增长、负担能力和国家安全可能是今年的三个关键主题。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401238.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中期选举交易主题浮现：金融科技与房屋建筑商领跑华尔街押注","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["MNQ2603","NQmain",".IXIC","MNQ2612",".SPX","YMmain","ESmain","MNQmain",".DJI","NDX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1140311151","title":"美股盘前｜金银反弹提振贵金属股；Palantir绩后飙升逾11%、PayPal绩后暴跌逾15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140311151","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140311151?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 20:26","pubTimestamp":1770121560,"startTime":"0","endTime":"0","summary":"股市2月3日，美股三大期指情况及分析；道琼斯期指涨0.04%，纳指100期指涨0.56%，标普500期指涨0.28%。要闻Palantir发布强劲财报并上调指引，盘前股价走高。公司Q4营收 10.8亿美元、调整后EPS 1.80美元均超一致预期；并给出Q1营收中值 12亿美元、调整后EPS 2.07美元的乐观指引，管理层称计算、网络与内存测试量延续强劲。恩智浦公布财报并给出乐观指引，汽车板块复苏仍显韧性不足。微软披露Copilot付费用户增至1500万，软件业务利润率提升。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4660f3076c76c2d497d7768d4a7c6a52","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MNQ2603","MNQ2612","MNQmain","PLTR","NQmain","PYPL","YMmain","ESmain"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608669438","title":"高盛力挺2026年美股盈利前景：超半数公司上调指引，缓解财报季低迷担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2608669438","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608669438?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 20:55","pubTimestamp":1770036944,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛集策略师本·斯奈德表示，美国企业的 2026 年盈利前景依然稳固，这缓解了此前因财报季表现平平而引发的担忧。本·斯奈德表示，在已发布 2026 年每股收益预测的标普 500 指数成份股公司中，超过半数的指引高于分析师预期，这一比例超过了 40% 的历史平均水平。相比之下，令人失望的财报则遭到了严厉惩罚。自本财报季开始以来，市场对标普 500 指数 2026 年盈利增长的共识预期基本保持不变，高盛团队预计该基准指数成份股将增长 12%。","market":"fut","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400715.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"高盛力挺2026年美股盈利前景：超半数公司上调指引，缓解财报季低迷担忧","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":[".DJI","MNQ2603","MNQmain","NQmain","YMmain","ESmain","MNQ2612",".SPX","NDX",".IXIC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1166524704","title":"盘前｜美股三大股指期货齐跌！现货黄金、白银跌幅收窄，原油期货日内大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1166524704","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166524704?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 20:00","pubTimestamp":1770033600,"startTime":"0","endTime":"0","summary":"2月2日，美股三大股指期货集体下跌，截止发稿，道指期货跌0.07%，纳指期货跌0.82%，标普500指数期货跌0.47%。贵金属现货黄金、白银跌幅进一步收窄！现货黄金跌幅从最多10%收窄至2%，现报4766.64美元/盎司；现货白银跌幅从最多16%收窄至1.7%，报83.26美元/盎司。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NQmain","MNQ2603","SImain","BZmain","YMmain","ESmain","MGCmain","MGC2602","SIL2603","MNQ2612","XAGUSD.FOREX","CLmain","SILmain","MNQmain","GCmain","XAUUSD.FOREX"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":7,"pageCount":5,"totalSize":139,"code":"91000000","status":"200"}]}}