期貨詳情

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微型那斯達2603

24,274.00

-90.00-0.37%

成交量：1.82萬

成交額：4.42億

高：24,445.00

開：24,390.00

低：24,445.00

收：24,364.00

昨結算價：24364

平均價：- -

未平倉量：73207

未平倉量變動：-635

資料載入中...

總覽新聞資訊

業績超越99%同行的基金認為：AI浪潮下，僅有少數軟件公司能存活

环球市场播报

特朗普提名的聯儲局主席人選主張降息：主要理由是AI

环球市场播报

大摩：AI是資本開支黑洞，風險向信用市場蔓延

华尔街见闻

美銀Hartnett：「AI顛覆交易」加速擴散，一旦有科技巨頭削減開支，將引發美股「輪動海嘯」

华尔街见闻

美股回調之際現積極信號：超75%標普成份股利潤增長，創四年新高

智通财经APP

中期選舉行情爆發在即，美銀看好中小盤股成美股新主線

AI恐懼重挫軟件股：是「毫無邏輯」的恐慌，還是SaaS的終結？

华尔街见闻

標普500關鍵技術防線告急！空頭肆虐下，抄底大軍緊盯下一支撐位

美國上周初請失業金人數錄得23.1萬人，高於市場預期

老虎资讯综合

「軟件股末日」論調席捲華爾街之際，「AI重塑軟件盈利」的增長敍事悄然擴散

聯儲局換帥在即，大類資產影響幾何？

华尔街见闻

美股新常態？2026年才過幾周，已上演5次「急跌後V字反轉」

华尔街见闻

「小非農」ADP就業人數不及預期，美國勞動力市場繼續放緩

老虎资讯综合

美股盤前｜道指期貨升逾百點！光伏概念股走強，晶科能源升逾12%；禮來飆升逾8%，Q4營收按年大增43%

老虎资讯综合

1932年也是這樣！美股集中度高並不可怕，真正危險的是太貴

华尔街见闻

中金：沃什難撼聯儲局擴表，繼續看好中美股市和金銀銅

中期選舉交易主題浮現：金融科技與房屋建築商領跑華爾街押注

美股盤前｜金銀反彈提振貴金屬股；Palantir績後飆升逾11%、PayPal績後暴跌逾15%

老虎资讯综合

高盛力挺2026年美股盈利前景：超半數公司上調指引，緩解財報季低迷擔憂

盤前｜美股三大股指期貨齊跌！現貨黃金、白銀跌幅收窄，原油期貨日內大跌

老虎资讯综合

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21:15","pubTimestamp":1771247700,"startTime":"0","endTime":"0","summary":"他管理的 120 亿美元全球科技基金，过去一年业绩超越 99% 同行，五年周期超越 97% 同行。在他看来，AI 编程工具进步巨大，已能复刻和修改大量现有软件。埃文斯对网络安全软件持中性态度，认为该领域暂未受到 AI 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20:35","pubTimestamp":1771245300,"startTime":"0","endTime":"0","summary":"2025 年 4 月 25 日，美国前联邦储备委员会理事凯文沃什在华盛顿特区。这位于 1 月 30 日被特朗普总统提名担任美联储主席的人士称，这项技术可能像互联网一样，具备 “结构性通缩效应”，暗示美联储拥有继续降息的清晰路径。　　若沃什在 5 月杰罗姆鲍威尔任期结束后，经参议院确认执掌美联储，他将主持一个由 12 人组成的利率决策委员会。美联储主席的职责是就利率决策凝聚共识，而包括主席在内的每位委员仅有一票表决权。","market":"us","thumbnail":"https://static.tigerbbs.com/526bfe2b0ce02d8b6b7ba94227552679","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/526bfe2b0ce02d8b6b7ba94227552679"],"rights":{"source":"sina_fut","url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-16/doc-inhmzmya2670711.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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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":"美銀Hartnett：「AI顛覆交易」加速擴散，一旦有科技巨頭削減開支，將引發美股「輪動海嘯」","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_tw&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":"美股回調之際現積極信號： 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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恐懼重挫軟件股：是「毫無邏輯」的恐慌，還是SaaS的終結？","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_tw&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":"標普500關鍵技術防線告急！空頭肆虐下，抄底大軍緊盯下一支撐位","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_tw&edition=fundamental","pubTime":"2026-02-06 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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":"美國上周初請失業金人數錄得23.1萬人，高於市場預期","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_tw&edition=fundamental","pubTime":"2026-02-05 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「AI重塑軟件盈利」的增長敍事悄然擴散","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_tw&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":"聯儲局換帥在即，大類資產影響幾何？","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_tw&edition=fundamental","pubTime":"2026-02-05 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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年也是這樣！美股集中度高並不可怕，真正危險的是太貴","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_tw&edition=fundamental","pubTime":"2026-02-04 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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":"美股盤前｜金銀反彈提振貴金屬股；Palantir績後飆升逾11%、PayPal績後暴跌逾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_tw&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：超半數公司上調指引，緩解財報季低迷擔憂","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_tw&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":"盤前｜美股三大股指期貨齊跌！現貨黃金、白銀跌幅收窄，原油期貨日內大跌","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_tw&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"}]}}