https://news.chaoshen.io/tags/%E7%A7%91%E6%8A%80/Recent content in 科技 on 超神日报Hugozh-cnThu, 05 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/05/Thu, 05 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/05/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>大选落定大涨</p> <ul> <li>道指 <span class="mv mv-up">+3.03%</span> 收 <span class="mv mv-num">53356</span>，2025 年 4 月以来最好单日</li> <li>标普 <span class="mv mv-up">+1.58%</span> 收 <span class="mv mv-num">7689</span>，纳指 <span class="mv mv-up">+1.44%</span> 收 <span class="mv mv-num">25737</span>；特斯拉逆势走低</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">原油<span class="mv mv-sep">|</span>战争溢价回吐</p> <ul> <li>WTI <span class="mv mv-down">-8.29%</span> 收 <span class="mv mv-num">88.12</span> 美元，布伦特 <span class="mv mv-down">-8.67%</span> 收 <span class="mv mv-num">94.62</span> 美元</li> <li>万斯称败选主因是伊朗战争，市场押注谈判结束冲突</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密与盘后<span class="mv mv-sep">|</span>风险偏好回升</p> <ul> <li>比特币选举夜探至约 <span class="mv mv-num">7.56</span> 万美元后反弹，一度突破 <span class="mv mv-num">8.1</span> 万美元</li> <li>AppLovin 营收超预期盘后 <span class="mv mv-up">+20%</span> 以上；高通指引偏弱 <span class="mv mv-down">-6%</span></li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">OpenAI Images 2.6</span><span class="mv mv-sep">|</span><span class="brief-text">出图速度快 50%，支持 GIF 动图，ChatGPT、Codex 与 API 同步上线</span></li> <li><span class="brief-name">腾讯 Hy4</span><span class="mv mv-sep">|</span><span class="brief-text">770B 参数 MoE 正式版，首次加入视觉理解与电脑操作，权重未来几天开放</span></li> <li><span class="brief-name">Siri AI</span><span class="mv mv-sep">|</span><span class="brief-text">苹果通过 iOS 27.3 测试版向所有开发者开放 Siri AI 接入</span></li> <li><span class="brief-name">ChatGPT</span><span class="mv mv-sep">|</span><span class="brief-text">OpenAI 称周活达 12 亿，搜索类查询约相当于谷歌搜索量的 20%</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">政治不确定性出清，油价让出战争溢价。</li><li>民主党横扫国会后市场押注分权制衡与伊朗停战，道指与周期股领涨、原油暴跌缓解通胀压力。但德州新州长承诺暂停数据中心建设，AI 基建的监管风险正在上升，科技股与周期股的分化值得留意。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月6日</span><span class="mv mv-sep">|</span><span class="brief-text">美国 10 月非农就业数据</span></li> <li><span class="brief-when">未来几天</span><span class="mv mv-sep">|</span><span class="brief-text">腾讯 Hy4 开放模型权重与系统卡</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/11/04/Wed, 04 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/04/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">AMD财报<span class="mv mv-sep">|</span>数据中心近翻倍</p> <ul> <li>营收 <span class="mv mv-num">133.8</span> 亿美元同比增 <span class="mv mv-up">45%</span>，调整后 EPS <span class="mv mv-num">2.09</span> 美元超预期</li> <li>数据中心约 <span class="mv mv-num">85.5</span> 亿美元近翻倍；Q4 营收指引约 <span class="mv mv-num">170</span> 亿美元，盘后 <span class="mv mv-up">+8%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>回暖等选举</p> <ul> <li>标普 <span class="mv mv-up">+0.36%</span> 收 <span class="mv mv-num">7569</span>，纳指 <span class="mv mv-up">+0.83%</span> 收 <span class="mv mv-num">25372</span>，道指 <span class="mv mv-down">-0.38%</span> 收 <span class="mv mv-num">51787</span></li> <li>苹果因内存成本与毛利指引承压约 <span class="mv mv-down">-2%</span>；WTI 约 <span class="mv mv-num">96.09</span> 美元 <span class="mv mv-down">-0.4%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密与政策<span class="mv mv-sep">|</span>选举定价</p> <ul> <li>比特币重回约 <span class="mv mv-num">7.8</span> 万美元一带；预测市场押民主党众议院超 <span class="mv mv-num">90%</span>、参议院约七成</li> <li>CFTC 允许个股永续期货在受监管交易所开交易</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">fal融资</span><span class="mv mv-sep">|</span><span class="brief-text">完成 E/F 轮共约 16.5 亿美元融资，最新估值 160 亿美元，英伟达战略入股</span></li> <li><span class="brief-name">企业AI支出</span><span class="mv mv-sep">|</span><span class="brief-text">Menlo Ventures 称 2026 年企业 AI 支出约 1770 亿美元，约为去年 5.4 倍，编程类应用领跑</span></li> <li><span class="brief-name">币安调查</span><span class="mv mv-sep">|</span><span class="brief-text">初步调查称 10 月 29 日事件影响约 63.4 亿美元资产，已冻结或拦截约 28.5 亿美元，攻击含虚假招聘面试</span></li> <li><span class="brief-name">Oracle融资</span><span class="mv mv-sep">|</span><span class="brief-text">以股票加债券再融资 200 亿美元投入 AI 数据中心，股价随稀释与开支担忧承压</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">芯片回血与选举定价同时进行。</li><li>AMD 营收与数据中心指引强劲，暂时稳住被资本开支担忧压制的芯片叙事；苹果则提醒内存涨价已侵蚀消费硬件毛利。今日焦点转向中期选举最终版图，若民主党横扫国会，AI 与数据中心监管预期可能再被重新定价。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月4日</span><span class="mv mv-sep">|</span><span class="brief-text">美国中期选举结果继续出炉；市场消化 AMD 与苹果信号</span></li> <li><span class="brief-when">11月6日</span><span class="mv mv-sep">|</span><span class="brief-text">美国 10 月非农（预期约 +5.5 万）</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/11/03/Tue, 03 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/03/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">苹果财报<span class="mv mv-sep">|</span>毛利指引承压</p> <ul> <li>营收 <span class="mv mv-num">1144.8</span> 亿美元、EPS <span class="mv mv-num">2.10</span> 美元均超预期，iPhone <span class="mv mv-num">575.8</span> 亿美元</li> <li>12 月季毛利率指引 <span class="mv mv-num">45%–46%</span> 低于一致预期；盘中股价 <span class="mv mv-down">-1.5%</span>，盘后承压</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>油价大跌</p> <ul> <li>标普 <span class="mv mv-down">-0.51%</span> 收 <span class="mv mv-num">7541</span>，纳指 <span class="mv mv-down">-1.07%</span> 收 <span class="mv mv-num">25164</span>，道指 <span class="mv mv-up">+0.41%</span> 收 <span class="mv mv-num">51984</span></li> <li>布伦特 <span class="mv mv-down">-7.6%</span> 收 <span class="mv mv-num">104.77</span> 美元，WTI 约 <span class="mv mv-down">-7.4%</span> 至 <span class="mv mv-num">96.46</span> 美元；AMD 盘中 <span class="mv mv-down">-7.5%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密<span class="mv mv-sep">|</span>中期选举前夕</p> <ul> <li>比特币约报 <span class="mv mv-num">76700</span> 美元，在 <span class="mv mv-num">77000</span> 下方震荡</li> <li>币安完成 10 种资产零知识储备证明，今日继续分阶段恢复更多提现网络</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">Palantir</span><span class="mv mv-sep">|</span><span class="brief-text">三季报营收 23.13 亿美元同比增 96%，美国商业收入 9.84 亿美元首次超过政府业务，全年指引上调至约 85.3 亿美元</span></li> <li><span class="brief-name">OpenAI额度</span><span class="mv mv-sep">|</span><span class="brief-text">12 月起 Plus/Pro/Business 将 ChatGPT 与 Codex 共用同一 token 额度，即时对话不计额度</span></li> <li><span class="brief-name">苹果中国AI</span><span class="mv mv-sep">|</span><span class="brief-text">Apple Intelligence 开发者测试今日前后启动，随 iOS 27.3 于 12 月正式上线，通义千问接入部分功能</span></li> <li><span class="brief-name">韩国冷钱包</span><span class="mv mv-sep">|</span><span class="brief-text">金融监管机构要求本地交易所提高冷钱包比例并加强 7×24 监控，系币安被盗后的连锁反应</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">选举日同时定价政治与芯片。</li><li>苹果营收与利润超预期但毛利率指引拖累情绪，油价大跌缓和通胀担忧却难解科技股估值压力。今日美国中期选举结果将影响 AI 监管与财政预期，AMD 今晚财报则直接检验芯片股能否止血。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月3日</span><span class="mv mv-sep">|</span><span class="brief-text">美国中期选举；AMD、超微电脑财报</span></li> <li><span class="brief-when">11月4日</span><span class="mv mv-sep">|</span><span class="brief-text">苹果中国 Apple Intelligence 开发者测试；FinCEN 相关意见截止</span></li> <li><span class="brief-when">11月6日</span><span class="mv mv-sep">|</span><span class="brief-text">美国 10 月非农（预期约 +5.5 万）</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/11/02/Mon, 02 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/02/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>币安复提考验</p> <ul> <li>约 <span class="mv mv-num">9.5</span> 小时净流出 <span class="mv mv-num">36.4</span> 亿美元（占资产约 <span class="mv mv-num">2.1%</span>），提现 <span class="mv mv-num">465</span> 亿、充值 <span class="mv mv-num">101</span> 亿</li> <li>已补齐约 <span class="mv mv-num">95%</span> 被盗资产，称流出趋稳；完整储备证明计划今日更新</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美股期货<span class="mv mv-sep">|</span>周日反弹</p> <ul> <li>标普期货 <span class="mv mv-up">+0.3%</span>、纳指期货 <span class="mv mv-up">+0.4%</span>，消化周五标普 <span class="mv mv-down">-1.82%</span> 收 <span class="mv mv-num">7580</span></li> <li>纳指综指周五 <span class="mv mv-down">-2.9%</span> 收 <span class="mv mv-num">25437</span>；美油期货回落逾 <span class="mv mv-num">1%</span> 至约 <span class="mv mv-num">102.4</span> 美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">苹果<span class="mv mv-sep">|</span>市值重回第一</p> <ul> <li>周五市值约 <span class="mv mv-num">5.03</span> 万亿美元超英伟达，今晚盘后发布财报</li> <li>一致预期营收约 <span class="mv mv-num">1134</span> 亿美元，系新 CEO Ternus 首秀；BTC 现报约 <span class="mv mv-num">78000</span> 美元</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">苹果中国AI</span><span class="mv mv-sep">|</span><span class="brief-text">Apple Intelligence 12 月随 iOS 27.3 登陆中国，通义千问接入 Siri，开发者测试 11 月 4 日启动</span></li> <li><span class="brief-name">OpenAI算力</span><span class="mv mv-sep">|</span><span class="brief-text">据报道拟采购谷歌 TPU，降低对英伟达 GPU 单一依赖，并推进与博通自研芯片</span></li> <li><span class="brief-name">训练退出</span><span class="mv mv-sep">|</span><span class="brief-text">OpenAI、谷歌、微软、Anthropic 约定共用 robots.txt 训练数据退出标记</span></li> <li><span class="brief-name">电力瓶颈</span><span class="mv mv-sep">|</span><span class="brief-text">摩根士丹利预计至 2028 年美国数据中心电力缺口约 70 吉瓦</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">周一同时考验信任与定价。</li><li>币安复提后净流出约 36.4 亿美元但占资产仅约 2.1%，流出是否继续放缓决定加密风险偏好。美股期货小幅反弹，苹果今晚首份财报能否给被 AI 开支担忧击穿的科技股止血，是开盘后定价的关键锚。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月2日晚</span><span class="mv mv-sep">|</span><span class="brief-text">苹果、Palantir 财报</span></li> <li><span class="brief-when">11月3日</span><span class="mv mv-sep">|</span><span class="brief-text">美国中期选举；AMD 财报；币安完整储备证明</span></li> <li><span class="brief-when">11月6日</span><span class="mv mv-sep">|</span><span class="brief-text">美国 10 月非农（预期约 +5.5 万）</span></li> </ul> </section> </div>https://news.chaoshen.io/weekly/2026/11/01/Sun, 01 Nov 2026 20:00:00 +0800https://news.chaoshen.io/weekly/2026/11/01/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>本周市场</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股与宏观<span class="mv mv-sep">|</span>议息后科技股遭抛</p> <ul> <li>美联储 10 比 2 按兵不动，维持 <span class="mv mv-num">3.75%–4.00%</span>，12 月加息概率升至约 <span class="mv mv-num">82.6%</span>；十年期美债一度升至 <span class="mv mv-num">5.044%</span>，后回落至约 <span class="mv mv-num">4.94%</span></li> <li>周初油价松动带动芯片反弹：标普 <span class="mv mv-up">+0.60%</span> 报 <span class="mv mv-num">7722.60</span>、纳指 <span class="mv mv-up">+1.18%</span>；议息日三大指数小涨，标普报 <span class="mv mv-num">7743.98</span></li> <li>谷歌单日跌约 <span class="mv mv-down">12.6%</span> 拖累纳指 <span class="mv mv-down">-1.38%</span>；周五 SPY <span class="mv mv-down">-1.77%</span>、QQQ <span class="mv mv-down">-3.47%</span>，纳指 10 月料成 2025 年 3 月以来最差单月</li> <li>三季度 GDP 年化 <span class="mv mv-num">3.4%</span>，9 月 PCE 同比 <span class="mv mv-num">3.6%</span>；欧央行维持 <span class="mv mv-num">2.5%</span>、日本央行维持 <span class="mv mv-num">1.25%</span>，加拿大央行加息至 <span class="mv mv-num">2.5%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">原油与大宗<span class="mv mv-sep">|</span>高位震荡</p> <ul> <li>周初布油约 <span class="mv mv-num">116.7</span> 美元一周涨超 <span class="mv mv-up">6%</span>；伊朗释放停火条件信号后布油 <span class="mv mv-down">-1.67%</span> 收 <span class="mv mv-num">113.88</span> 美元，美油跌破百元</li> <li>随后美油 <span class="mv mv-up">+2.88%</span> 收 <span class="mv mv-num">102.78</span>、布油 <span class="mv mv-up">+1.26%</span> 收 <span class="mv mv-num">115.32</span>；周末 OPEC+ 核心七国原则上维持 12 月产量目标不变</li> <li>现货金一度站稳 <span class="mv mv-num">4000</span> 美元上方，周五现货金 <span class="mv mv-down">-3%</span> 至 <span class="mv mv-num">3901</span> 美元创一年新低，白银跌破 <span class="mv mv-num">50</span> 美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>币安疑遭盗</p>https://news.chaoshen.io/2026/11/01/Sun, 01 Nov 2026 08:00:00 +0800https://news.chaoshen.io/2026/11/01/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>币安复提在即</p> <ul> <li>已补齐约 <span class="mv mv-num">90%</span> 被盗资产，十大币种 <span class="mv mv-num">100%</span> 足额，目标今日恢复提现</li> <li>FBI 认定朝鲜黑客作案；现货比特币 ETF 周五净流出 <span class="mv mv-num">6.43</span> 亿美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">比特币<span class="mv mv-sep">|</span>周末震荡</p> <ul> <li>BTC 周末在 <span class="mv mv-num">77500</span> 美元附近震荡，IBIT 周五流出 <span class="mv mv-num">2.34</span> 亿居首</li> <li>周末美股休市，消化周五纳指 <span class="mv mv-down">-3.47%</span>、英特尔 <span class="mv mv-down">-28.58%</span> 抛售</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">大宗<span class="mv mv-sep">|</span>OPEC&#43;按兵不动</p> <ul> <li>核心七国原则上同意维持 12 月产量目标不变</li> <li>伊朗冲突下海湾产量仍远低于配额，油价高位压力未解</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">OpenAI</span><span class="mv mv-sep">|</span><span class="brief-text">融资目标由约 300 亿下调至 200 亿美元，投后估值约 1.25 万亿美元，已获约 110 亿承诺</span></li> <li><span class="brief-name">三星会晤</span><span class="mv mv-sep">|</span><span class="brief-text">奥特曼赴龙仁会晤约 50 名高管，谈存储芯片与 AI 基建，内存短缺料延续至 2027 年</span></li> <li><span class="brief-name">Meta</span><span class="mv mv-sep">|</span><span class="brief-text">标普展望下调至负面，预计 2026、2027 年自由现金流缺口约 390 亿、710 亿美元</span></li> <li><span class="brief-name">企业 AI</span><span class="mv mv-sep">|</span><span class="brief-text">OpenAI 发布 Private Intelligence，强调零数据留存与私有推理</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">私人市场也在给 AI 估值降温。</li><li>OpenAI 把融资目标砍到 200 亿美元、估值落到约 1.25 万亿美元，与周五美股对 AI 开支回报的抛售同频。币安补齐九成缺口并准备恢复提现，是周末加密流动性的关键阀门，能否如期开放决定风险偏好何时回暖。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月1日</span><span class="mv mv-sep">|</span><span class="brief-text">币安目标恢复提现</span></li> <li><span class="brief-when">11月3日</span><span class="mv mv-sep">|</span><span class="brief-text">币安完整储备证明开放验证</span></li> <li><span class="brief-when">11月3日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">苹果、Palantir 财报</span></li> <li><span class="brief-when">11月3日</span><span class="mv mv-sep">|</span><span class="brief-text">美国中期选举</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/31/Sat, 31 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/31/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>科技股遭抛售</p> <ul> <li>SPY <span class="mv mv-down">-1.77%</span> 收 <span class="mv mv-num">755.72</span>、QQQ <span class="mv mv-down">-3.47%</span> 收 <span class="mv mv-num">690.49</span>、DIA <span class="mv mv-down">-1.07%</span></li> <li>纳指 10 月料成 2025 年 3 月以来最差单月</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">大宗与利率<span class="mv mv-sep">|</span>油涨金跌</p> <ul> <li>美油盘中 <span class="mv mv-up">+2%</span> 至 <span class="mv mv-num">104</span> 美元上方，现货金 <span class="mv mv-down">-3%</span> 至 <span class="mv mv-num">3901</span> 美元创一年新低</li> <li>十年期美债收益率盘中降至 <span class="mv mv-num">4.945%</span> 附近，白银跌破 <span class="mv mv-num">50</span> 美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>币安善后</p> <ul> <li>币安损失约 <span class="mv mv-num">63</span> 亿美元将全额赔付，目标 11 月 1 日恢复提现</li> <li>BTC <span class="mv mv-down">-0.95%</span> 收 <span class="mv mv-num">77045</span> 美元，COIN <span class="mv mv-down">-10.62%</span></li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">英特尔</span><span class="mv mv-sep">|</span><span class="brief-text">四季度指引偏弱并预警烧钱，暴跌 28.58% 创史上最大单日跌幅</span></li> <li><span class="brief-name">芯片股</span><span class="mv mv-sep">|</span><span class="brief-text">AMD 跌 10.88%、英伟达跌 4.22%，苹果重回全球市值第一</span></li> <li><span class="brief-name">Reddit</span><span class="mv mv-sep">|</span><span class="brief-text">预警四季度日活访客或降两位数百分比，股价跌 29.22%</span></li> <li><span class="brief-name">OpenAI</span><span class="mv mv-sep">|</span><span class="brief-text">称内部模型给出纳维-斯托克斯方程特定条件下奇点的形式化证明</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">AI 开支的回报焦虑正在击穿科技股。</li><li>谷歌、亚马逊、英特尔接连交出现金流承压的财报，资金从芯片和成长股撤向美债和防御板块，纳指料创一年半来最差月份。加密市场还在消化币安被盗，提现能否如期恢复决定流动性何时回暖。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">11月1日</span><span class="mv mv-sep">|</span><span class="brief-text">币安目标恢复提现</span></li> <li><span class="brief-when">11月2日</span><span class="mv mv-sep">|</span><span class="brief-text">币安发布完整储备证明</span></li> <li><span class="brief-when">11月3日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">苹果、Palantir 财报</span></li> <li><span class="brief-when">11月3日</span><span class="mv mv-sep">|</span><span class="brief-text">美国中期选举</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/30/Fri, 30 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/30/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>谷歌拖累纳指</p> <ul> <li>标普 <span class="mv mv-down">-0.30%</span> 报 <span class="mv mv-num">7720.39</span>、纳指 <span class="mv mv-down">-1.38%</span>、道指 <span class="mv mv-down">-0.25%</span></li> <li>罗素2000 <span class="mv mv-up">+1.01%</span>，谷歌单日跌约 <span class="mv mv-down">12.6%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">宏观与利率<span class="mv mv-sep">|</span>增长偏强</p> <ul> <li>三季度 GDP 年化 <span class="mv mv-num">3.4%</span>，9 月 PCE 同比 <span class="mv mv-num">3.6%</span>，十年期美债降至 <span class="mv mv-num">4.939%</span></li> <li>欧央行维持 <span class="mv mv-num">2.5%</span>、日本央行维持 <span class="mv mv-num">1.25%</span>，美油 <span class="mv mv-down">-0.76%</span> 收 <span class="mv mv-num">102.00</span> 美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>币安疑遭盗</p> <ul> <li>Arkham 标记关联地址资产近 <span class="mv mv-num">60</span> 亿美元，币安称已冻结 <span class="mv mv-num">25.4</span> 亿美元并暂停充提</li> <li>BTC 跌至 <span class="mv mv-num">7.7</span> 万美元附近，24 小时爆仓约 <span class="mv mv-num">15</span> 亿美元</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">亚马逊</span><span class="mv mv-sep">|</span><span class="brief-text">营收不及预期，AWS 增 39% 创近五年最快，盘后跌超 6%</span></li> <li><span class="brief-name">英特尔</span><span class="mv mv-sep">|</span><span class="brief-text">数据中心与 AI 收入增 78%，但四季度指引偏弱，盘后跌约 21%</span></li> <li><span class="brief-name">软件股</span><span class="mv mv-sep">|</span><span class="brief-text">ServiceNow、飞塔跌超 20%，Reddit、Roblox 盘后跌 17% 至 18%</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">安全事件和现金流同时考验风险偏好。</li><li>币安疑遭数十亿美元规模盗币，虽承诺赔付全部损失，但充提暂停让加密市场流动性收紧。美股这边亚马逊和英特尔接连盘后重挫，AI 投入的回报和现金流成为定价核心，资金正从大型科技股转向小盘股。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月30日下午</span><span class="mv mv-sep">|</span><span class="brief-text">日本央行行长植田和男记者会</span></li> <li><span class="brief-when">待定</span><span class="mv mv-sep">|</span><span class="brief-text">币安恢复充提时间与事件复盘</span></li> <li><span class="brief-when">11月1日</span><span class="mv mv-sep">|</span><span class="brief-text">币安月度储备证明快照</span></li> <li><span class="brief-when">11月3日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">苹果、Palantir 财报</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/29/Thu, 29 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/29/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>议息后小涨</p> <ul> <li>标普 <span class="mv mv-up">+0.28%</span> 报 <span class="mv mv-num">7743.98</span>、纳指 <span class="mv mv-up">+0.27%</span>、道指 <span class="mv mv-up">+0.19%</span></li> <li>美联储 10 比 2 按兵不动，12 月加息概率升至约 <span class="mv mv-num">82.6%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">大宗与利率<span class="mv mv-sep">|</span>油价反弹</p> <ul> <li>美油 <span class="mv mv-up">+2.88%</span> 收 <span class="mv mv-num">102.78</span> 美元，布油 <span class="mv mv-up">+1.26%</span> 收 <span class="mv mv-num">115.32</span> 美元</li> <li>十年期美债收益率升至 <span class="mv mv-num">5.044%</span>，加拿大央行加息至 <span class="mv mv-num">2.5%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>8.1万附近</p> <ul> <li>BTC 守在 <span class="mv mv-num">8.1</span> 万美元附近，ETH 约 <span class="mv mv-num">2360</span> 美元</li> <li>10月27日比特币 ETF 净流入 <span class="mv mv-up">1.76</span> 亿美元，以太坊 ETF 流出 <span class="mv mv-down">6020</span> 万美元</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">谷歌</span><span class="mv mv-sep">|</span><span class="brief-text">营收不及预期，云业务增 103%，自由现金流转负，盘后跌超 10%</span></li> <li><span class="brief-name">微软</span><span class="mv mv-sep">|</span><span class="brief-text">营收 923 亿美元增 19%，Azure 增 48%，盘后涨约 4%</span></li> <li><span class="brief-name">英伟达</span><span class="mv mv-sep">|</span><span class="brief-text">129.3 亿美元收购 Hugging Face 遭美国司法部问询</span></li> <li><span class="brief-name">飞塔</span><span class="mv mv-sep">|</span><span class="brief-text">业绩超预期但服务收入展望下调，盘后跌约 25%</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">AI 投入开始分化定价，现金流成了新门槛。</li><li>同样是巨额资本开支，微软 Azure 加速且现金流为正，股价上涨，谷歌云翻倍却现金流转负，盘后大跌。美联储内部加息声音变大，十年期美债站上 5%，市场对烧钱的容忍度在下降。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月29日 20:30</span><span class="mv mv-sep">|</span><span class="brief-text">美国三季度 GDP 与 9 月 PCE 通胀</span></li> <li><span class="brief-when">10月30日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">亚马逊、英特尔三季度财报</span></li> <li><span class="brief-when">10月30日</span><span class="mv mv-sep">|</span><span class="brief-text">日本央行利率决议、比特币月度期权到期</span></li> <li><span class="brief-when">11月3日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">苹果、Palantir 财报</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/28/Wed, 28 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/28/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>芯片领涨</p> <ul> <li>标普 <span class="mv mv-up">+0.60%</span> 报 <span class="mv mv-num">7722.60</span>、纳指 <span class="mv mv-up">+1.18%</span>、道指 <span class="mv mv-up">+0.03%</span></li> <li>波音 <span class="mv mv-down">-10.69%</span>，Visa 营收 <span class="mv mv-num">121</span> 亿美元但盘后 <span class="mv mv-down">-2%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">大宗与利率<span class="mv mv-sep">|</span>油价回落</p> <ul> <li>布油 <span class="mv mv-down">-1.67%</span> 收 <span class="mv mv-num">113.88</span> 美元，美油 <span class="mv mv-down">-1.83%</span> 跌破百元</li> <li>十年期美债收益率约 <span class="mv mv-num">4.993%</span>，黄金站稳 <span class="mv mv-num">4000</span> 美元上方</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>重回8.1万</p> <ul> <li>BTC 重回 <span class="mv mv-num">8.1</span> 万美元上方，ETH 在 <span class="mv mv-num">2300</span> 美元附近拉锯</li> <li>10月26日比特币现货 ETF 净流入约 <span class="mv mv-up">1.103</span> 亿美元，全部来自 IBIT</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">Anthropic</span><span class="mv mv-sep">|</span><span class="brief-text">递交 S-1 拟以 ANT 上市，上半年营收 163 亿美元</span></li> <li><span class="brief-name">Meta</span><span class="mv mv-sep">|</span><span class="brief-text">启动最高 950 亿美元 AI 融资，英伟达认购 30 亿美元</span></li> <li><span class="brief-name">甲骨文</span><span class="mv mv-sep">|</span><span class="brief-text">2027 年起在 OCI 上线 Cerebras 推理，Cerebras 涨近 8%</span></li> <li><span class="brief-name">通用汽车</span><span class="mv mv-sep">|</span><span class="brief-text">11月17日起由纽交所转至纳斯达克上市</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">油价松动给了科技股喘息，真正考验在今夜。</li><li>伊朗释放停火条件信号，布油回落，芯片股带动纳指涨超 1%。美联储决议与谷歌、微软财报同一夜落地，AI 资本开支能否换来云收入，决定标普能否站回前高。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月29日凌晨</span><span class="mv mv-sep">|</span><span class="brief-text">美联储利率决议与沃什记者会</span></li> <li><span class="brief-when">10月28日美股盘后</span><span class="mv mv-sep">|</span><span class="brief-text">谷歌、微软三季度财报</span></li> <li><span class="brief-when">10月29日</span><span class="mv mv-sep">|</span><span class="brief-text">美国三季度 GDP、亚马逊与英特尔财报</span></li> <li><span class="brief-when">10月30日</span><span class="mv mv-sep">|</span><span class="brief-text">比特币约 109 亿美元期权到期</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/26/Mon, 26 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/26/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股与大宗<span class="mv mv-sep">|</span>油价扰动</p> <ul> <li>三大指数齐跌：标普 <span class="mv mv-down">-0.52%</span>、道指 <span class="mv mv-down">-1.23%</span>、纳指 <span class="mv mv-down">-0.21%</span></li> <li>布油约 <span class="mv mv-num">116.7</span> 美元一周涨超 <span class="mv mv-up">6%</span>，十年期美债收益率约 <span class="mv mv-num">4.99%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>守住关键位</p> <ul> <li>BTC 约 <span class="mv mv-num">8.03</span> 万美元，周末低点约 <span class="mv mv-num">7.91</span> 万美元</li> <li>ETH 约 <span class="mv mv-num">2320</span> 美元，现货 ETF 两日净流出约 <span class="mv mv-num">7.735</span> 亿美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">政策预期<span class="mv mv-sep">|</span>议息临近</p> <ul> <li>FedWatch：10月28日维持 <span class="mv mv-num">3.75%–4.00%</span> 概率约 <span class="mv mv-num">90.6%</span></li> <li>焦点转向沃什记者会与12月加息信号</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">亚马逊</span><span class="mv mv-sep">|</span><span class="brief-text">AWS 今明年算力基本售罄，AI 年化收入超 250 亿美元</span></li> <li><span class="brief-name">Kimi</span><span class="mv mv-sep">|</span><span class="brief-text">K3.1 Pro 测评进全球前四，成本约 GPT-6 Astra 五分之一</span></li> <li><span class="brief-name">苹果</span><span class="mv mv-sep">|</span><span class="brief-text">折叠屏 iPhone 多地裂屏投诉，有用户折不到 20 次即裂</span></li> <li><span class="brief-name">SpaceX</span><span class="mv mv-sep">|</span><span class="brief-text">洽商接入约 8 万基站，AT&amp;T 周五跌约 8%</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">油价与融资成本同时加压，风险资产先缩仓。</li><li>周五美股齐跌、布油创阶段新高，BTC 仍在 8 万美元一带拉锯。本周真正定价窗口是 10月28日美联储措辞与科技巨头 AI 资本开支指引，油价高位会继续干扰降息叙事。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息与沃什记者会</span></li> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">微软、谷歌等科技巨头财报</span></li> <li><span class="brief-when">10月27日</span><span class="mv mv-sep">|</span><span class="brief-text">富兰克林股息比特币 ETF 招股书生效</span></li> <li><span class="brief-when">10月30日</span><span class="mv mv-sep">|</span><span class="brief-text">比特币约 109 亿美元期权到期</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/25/Sun, 25 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/25/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">地缘风险<span class="mv mv-sep">|</span>中东升级</p> <ul> <li>美方紧急撤离中东多地人员，市场担忧伊朗冲突升温</li> <li>风险资产承压，周末交易情绪偏谨慎</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>跌破关键位</p> <ul> <li>BTC 一度跌破 <span class="mv mv-num">8</span> 万美元，现约 <span class="mv mv-num">8.04</span> 万美元</li> <li>ETH 约 <span class="mv mv-num">2337</span> 美元，24 小时约 <span class="mv mv-down">-2%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">产品与利率<span class="mv mv-sep">|</span>机构布局</p> <ul> <li>富兰克林邓普顿 FBEQ / FIBT 完成纳斯达克注册，招股书 <span class="mv mv-num">10/27</span> 生效</li> <li>十年期美债收益率回到约 <span class="mv mv-num">5%</span>，下周议息仍预期按兵不动</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">OpenAI</span><span class="mv mv-sep">|</span><span class="brief-text">前沿训练切断实时互联网，改用离线缓存环境</span></li> <li><span class="brief-name">苹果</span><span class="mv mv-sep">|</span><span class="brief-text">折叠屏 iPhone Duo 开售，起价 1999 美元、现货紧张</span></li> <li><span class="brief-name">Anthropic</span><span class="mv mv-sep">|</span><span class="brief-text">扩大谷歌云合作，拟部署至多约 100 万颗 TPU</span></li> <li><span class="brief-name">监管</span><span class="mv mv-sep">|</span><span class="brief-text">德州检察长起诉 OpenAI，聚焦 ChatGPT 安全宣传</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">地缘与利率预期共振，风险资产先避险。</li><li>中东撤离新闻推高周末避险情绪，BTC 失守 8 万美元关口。下一周焦点仍是美联储措辞与科技巨头 AI 资本开支指引，油价高位会继续干扰降息叙事。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息会议</span></li> <li><span class="brief-when">下周</span><span class="mv mv-sep">|</span><span class="brief-text">微软、谷歌、亚马逊等科技巨头财报</span></li> <li><span class="brief-when">10月27日</span><span class="mv mv-sep">|</span><span class="brief-text">富兰克林股息比特币 ETF 招股书生效</span></li> </ul> </section> </div>https://news.chaoshen.io/weekly/2026/10/25/Sun, 25 Oct 2026 08:00:00 +0800https://news.chaoshen.io/weekly/2026/10/25/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>本周市场</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股财报<span class="mv mv-sep">|</span>开支与回撤</p> <ul> <li>Meta三季度营收 <span class="mv mv-num">646</span> 亿美元，同比增 <span class="mv mv-up">26%</span>，好于预期，四季度指引 <span class="mv mv-num">730</span> 亿到 <span class="mv mv-num">760</span> 亿美元，资本开支 <span class="mv mv-num">349</span> 亿美元，自由现金流转负 <span class="mv mv-num">21</span> 亿美元</li> <li>特斯拉三季度营收 <span class="mv mv-num">280.5</span> 亿美元基本持平，GAAP净利润 <span class="mv mv-num">7.87</span> 亿美元，同比少了四成多，自由现金流 <span class="mv mv-num">15.3</span> 亿美元，好过市场预期的现金流出</li> <li>标普涨 <span class="mv mv-up">0.58%</span> 收 <span class="mv mv-num">7757</span> 点，纳指涨 <span class="mv mv-up">1.05%</span>；另有交易日纳指跌 <span class="mv mv-down">2.6%</span> 收 <span class="mv mv-num">26009</span> 点，创6月以来最大单日跌幅，标普跌 <span class="mv mv-down">1.2%</span> 收 <span class="mv mv-num">7663</span> 点，费城半导体指数重挫 <span class="mv mv-down">6.7%</span></li> <li>Meta跌 <span class="mv mv-down">7%</span>，英伟达跌约 <span class="mv mv-down">4.4%</span>；道指 <span class="mv mv-down">-1.23%</span>，标普 <span class="mv mv-down">-0.52%</span>，纳指 <span class="mv mv-down">-0.21%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">亚太股市<span class="mv mv-sep">|</span>跌后修复</p> <ul> <li>创业板指低开跌超 <span class="mv mv-down">2%</span>，CPO板块集体走弱，新易盛跌超 <span class="mv mv-down">8%</span></li> <li>A股创业板 <span class="mv mv-up">+4.16%</span>，恒生科技 <span class="mv mv-up">+2.05%</span>，亚洲市场跌后修复</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">原油与地缘<span class="mv mv-sep">|</span>供应与避险</p>https://news.chaoshen.io/2026/10/24/Sat, 24 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/24/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>科技股承压</p> <ul> <li>道指 <span class="mv mv-down">-1.23%</span>，标普 <span class="mv mv-down">-0.52%</span>，纳指 <span class="mv mv-down">-0.21%</span></li> <li>A股创业板 <span class="mv mv-up">+4.16%</span>，恒生科技 <span class="mv mv-up">+2.05%</span>，亚洲市场跌后修复</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">大宗商品<span class="mv mv-sep">|</span>原油大涨</p> <ul> <li>布伦特 <span class="mv mv-num">116.72</span> 美元创近六月新高，WTI <span class="mv mv-num">103.27</span> 美元</li> <li>胡塞袭击推高供应风险，油价上行压制通胀预期</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>BTC 横盘</p> <ul> <li>BTC 约 <span class="mv mv-num">8.13</span> 万美元，ETH 约 <span class="mv mv-num">2390</span> 美元</li> <li>美现货比特币 ETF 周四净流出约 <span class="mv mv-num">6.36</span> 亿美元</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">MiniMax</span><span class="mv mv-sep">|</span><span class="brief-text">开源 M3.1 Flash，强调低成本与高吞吐</span></li> <li><span class="brief-name">月之暗面</span><span class="mv mv-sep">|</span><span class="brief-text">发布 Kimi K3.1 Pro，长上下文能力继续加码</span></li> <li><span class="brief-name">英伟达</span><span class="mv mv-sep">|</span><span class="brief-text">推出 Nemotron 3.5 Bolt 端侧模型，探索轻量化部署</span></li> <li><span class="brief-name">财报前瞻</span><span class="mv mv-sep">|</span><span class="brief-text">微软、谷歌、亚马逊下周发布，市场盯 AI 资本开支指引</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">市场分化，关注通胀与 AI 投资回报。</li><li>原油上涨可能加剧通胀担忧，科技股需要财报验证 AI 投资的回报。加密市场则重点观察 ETF 资金流向与 BTC 关键价位。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息会议</span></li> <li><span class="brief-when">下周</span><span class="mv mv-sep">|</span><span class="brief-text">微软、谷歌、亚马逊等科技巨头财报</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/23/Fri, 23 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/23/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>科技股重挫</p> <ul> <li>隔夜纳指跌 <span class="mv mv-down">2.6%</span> 收 <span class="mv mv-num">26009</span> 点，创6月以来最大单日跌幅，标普跌 <span class="mv mv-down">1.2%</span> 收 <span class="mv mv-num">7663</span> 点，费城半导体指数重挫 <span class="mv mv-down">6.7%</span></li> <li>Meta跌 <span class="mv mv-down">7%</span>，英伟达跌约 <span class="mv mv-down">4.4%</span>，市场担心AI基建烧钱和股权融资稀释，风险资产一起回撤</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>回撤与资金流入并存</p> <ul> <li>BTC跌到约 <span class="mv mv-num">8.14</span> 万美元附近，ETH在 <span class="mv mv-num">2390</span> 美元上下，加密市场一日蒸发约千亿美元</li> <li>美国现货比特币ETF周三单日净流入 <span class="mv mv-num">5.28</span> 亿美元，三日累计约 <span class="mv mv-num">10.7</span> 亿美元，十月转回净流入</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">OpenAI</span><span class="mv mv-sep">|</span><span class="brief-text">筹备至多 <span class="mv mv-num">300</span> 亿美元融资，投前估值约 <span class="mv mv-num">1.25</span> 万亿美元，已秘密递交2027年上市文件，年化收入约 <span class="mv mv-num">500</span> 亿美元</span></li> <li><span class="brief-name">OpenAI</span><span class="mv mv-sep">|</span><span class="brief-text">上线 Decisions API，面向分类路由和评估，输入价每百万 token <span class="mv mv-num">0.1</span> 美元，声称比完整模型响应快最多 <span class="mv mv-num">10</span> 倍</span></li> <li><span class="brief-name">谷歌</span><span class="mv mv-sep">|</span><span class="brief-text">发布 Gemini API 命令行工具和 Agent Compute Engine 预览，一条命令就能调图像视频语音生成</span></li> <li><span class="brief-name">美国财政部</span><span class="mv mv-sep">|</span><span class="brief-text">拟扩大出境投资限制，禁止向中国等地超智能 AI 相关项目注资，半导体量子等需申报</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">纳指六月来最大单日跌，AI融资担忧升温。</li><li>隔夜纳指跌2.6%收26009点，创6月以来最大单日跌幅，标普跌1.2%，费城半导体指数重挫6.7%，Meta跌7%、英伟达跌约4.4%。BTC跌到约8.14万美元，加密市场一日蒸发约千亿美元，现货比特币ETF三日累计净流入约10.7亿美元。OpenAI筹备至多300亿美元融资，投前估值约1.25万亿美元。10月28日美联储议息，市场押注维持利率的概率已升到九成上下。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息，维持利率的概率已升到九成上下</span></li> <li><span class="brief-when">2027年</span><span class="mv mv-sep">|</span><span class="brief-text">OpenAI 已秘密递交上市文件</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/22/Thu, 22 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/22/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美股财报<span class="mv mv-sep">|</span>开支压现金流</p> <ul> <li>Meta三季度营收 <span class="mv mv-num">646</span> 亿美元，同比增 <span class="mv mv-up">26%</span>，好于预期，四季度指引 <span class="mv mv-num">730</span> 亿到 <span class="mv mv-num">760</span> 亿美元，资本开支 <span class="mv mv-num">349</span> 亿美元，自由现金流转负 <span class="mv mv-num">21</span> 亿美元</li> <li>特斯拉三季度营收 <span class="mv mv-num">280.5</span> 亿美元基本持平，GAAP净利润 <span class="mv mv-num">7.87</span> 亿美元，同比少了四成多，自由现金流 <span class="mv mv-num">15.3</span> 亿美元，好过市场预期的现金流出</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">股市<span class="mv mv-sep">|</span>隔夜上涨、创业板走弱</p> <ul> <li>隔夜标普涨 <span class="mv mv-up">0.58%</span> 收 <span class="mv mv-num">7757</span> 点，纳指涨 <span class="mv mv-up">1.05%</span></li> <li>今早A股创业板指低开跌超 <span class="mv mv-down">2%</span>，CPO板块集体走弱，新易盛跌超 <span class="mv mv-down">8%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>冲高回落</p> <ul> <li>BTC在 <span class="mv mv-num">8.28</span> 万美元附近，24小时最高摸到 <span class="mv mv-num">8.49</span> 万又被打回来，ETH回到 <span class="mv mv-num">2440</span> 美元一带</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">Anthropic</span><span class="mv mv-sep">|</span><span class="brief-text">招股书草案曝光，上半年营收 <span class="mv mv-num">163</span> 亿美元，去年同期才 <span class="mv mv-num">11</span> 亿，净亏损 <span class="mv mv-num">807</span> 亿美元，其中约 <span class="mv mv-num">720</span> 亿是可转债估值变动带来的非现金费用，计划11月上市</span></li> <li><span class="brief-name">英伟达</span><span class="mv mv-sep">|</span><span class="brief-text">在 GTC 柏林发布 DSX POD，把 Vera Rubin 整套 AI 工厂装进集装箱出厂，现场部署从 6 个月缩到最快 <span class="mv mv-num">14</span> 天，2027年初交付</span></li> <li><span class="brief-name">Anthropic</span><span class="mv mv-sep">|</span><span class="brief-text">推出 Claude Duet 研究预览，会主动盯应用、提醒待办、离开后接着干活，和 Meta Muse、OpenAI Dots 走的是同一条路</span></li> <li><span class="brief-name">GitLab</span><span class="mv mv-sep">|</span><span class="brief-text">修复一个满分 <span class="mv mv-num">10</span> 分的漏洞，不登录就能远程执行代码，2014年以来的自建版本都受影响，用自建 GitLab 的尽快升级</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">大厂开支挤压现金流，上市定价还未落地。</li><li>Meta三季度营收646亿美元、同比增26%，但资本开支349亿美元，自由现金流转负21亿美元；特斯拉GAAP净利润7.87亿美元，同比少了四成多。隔夜标普涨0.58%、纳指涨1.05%，创业板指低开跌超2%。Anthropic上半年营收163亿美元，计划11月上市。接下来盯10月28日美联储议息，以及上市前的定价。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息</span></li> <li><span class="brief-when">11月</span><span class="mv mv-sep">|</span><span class="brief-text">Anthropic 上市前的定价</span></li> <li><span class="brief-when">2027年初</span><span class="mv mv-sep">|</span><span class="brief-text">英伟达 DSX POD 交付</span></li> </ul> </section> </div>https://news.chaoshen.io/weekly/2026/10/18/Sun, 18 Oct 2026 08:00:00 +0800https://news.chaoshen.io/weekly/2026/10/18/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>本周市场</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">中国出口与物价<span class="mv mv-sep">|</span>上游偏热</p> <ul> <li>中国9月出口同比大增 <span class="mv mv-up">36.3%</span>，远超预期，单月顺差 <span class="mv mv-num">1335</span> 亿美元，前三季度顺差已达 <span class="mv mv-num">9381</span> 亿美元</li> <li>9月PPI同比上涨 <span class="mv mv-up">5.0%</span>，创四年多新高，CPI仅涨 <span class="mv mv-up">0.9%</span>，上游涨价和终端需求冷热分化明显</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美国通胀与美股<span class="mv mv-sep">|</span>CPI超预期</p> <ul> <li>美国9月CPI同比 <span class="mv mv-num">3.7%</span> 超预期，核心 <span class="mv mv-num">2.6%</span>，汽油单月涨 <span class="mv mv-up">9.1%</span></li> <li>标普跌 <span class="mv mv-down">1.1%</span>，纳指跌约 <span class="mv mv-down">1.9%</span>，美股市值蒸发超 <span class="mv mv-num">1</span> 万亿美元</li> <li>美股银行财报开局分化，摩根大通营收 <span class="mv mv-num">509</span> 亿美元不及预期，高盛每股收益 <span class="mv mv-num">17.01</span> 美元大超预期，股票交易收入大增 <span class="mv mv-up">72%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>冲高回落</p> <ul> <li>BTC先站稳 <span class="mv mv-num">8.3</span> 万美元附近，后从约 <span class="mv mv-num">8.4</span> 万回落到 <span class="mv mv-num">8.16</span> 万美元一带，ETH在 <span class="mv mv-num">2500</span> 美元一带震荡</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>本周 AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">谷歌</span><span class="mv mv-sep">|</span><span class="brief-text">发布 Gemini 4 Argon，全球同步开放，支持 <span class="mv mv-num">100</span> 万 token 输入输出总上限，API 首发价每百万 token 输入 <span class="mv mv-num">2</span> 美元、输出 <span class="mv mv-num">10</span> 美元</span></li> <li><span class="brief-name">Physical Intelligence</span><span class="mv mv-sep">|</span><span class="brief-text">开放 Pi API 测试版，开发者可上传机器人数据做微调和云端推理，需排队申请</span></li> <li><span class="brief-name">苹果</span><span class="mv mv-sep">|</span><span class="brief-text">收盘市值首次站上 <span class="mv mv-num">5</span> 万亿美元</span></li> <li><span class="brief-name">英伟达</span><span class="mv mv-sep">|</span><span class="brief-text">拟再投约 <span class="mv mv-num">20</span> 亿美元加码欧洲 AI，并入股 Doctolib 等四家法国公司</span></li> <li><span class="brief-name">半导体出口</span><span class="mv mv-sep">|</span><span class="brief-text">中国前 9 个月半导体出口金额同比增长 <span class="mv mv-up">108.1%</span>，高科技产品和汽车继续撑起出口</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>本周核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">出口与物价偏热，美国CPI超预期压住风险资产。</li><li>中国9月出口同比大增36.3%，单月顺差1335亿美元，PPI同比上涨5.0%，CPI仅涨0.9%。美国9月CPI同比3.7%超预期，汽油单月涨9.1%，标普跌1.1%、纳指跌约1.9%，美股市值蒸发超1万亿美元，BTC从约8.4万回落到8.16万美元一带。苹果收盘市值首次站上5万亿美元。后续方向仍是10月28日美联储会议。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>下周关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储会议，议息前关注加息定价</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/15/Thu, 15 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/15/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">美国通胀<span class="mv mv-sep">|</span>CPI超预期</p> <ul> <li>美国9月CPI同比 <span class="mv mv-num">3.7%</span> 超预期，核心 <span class="mv mv-num">2.6%</span>，汽油单月涨 <span class="mv mv-up">9.1%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美股<span class="mv mv-sep">|</span>明显回撤</p> <ul> <li>标普跌 <span class="mv mv-down">1.1%</span>，纳指跌约 <span class="mv mv-down">1.9%</span>，美股市值蒸发超 <span class="mv mv-num">1</span> 万亿美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>BTC回落</p> <ul> <li>BTC从约 <span class="mv mv-num">8.4</span> 万回落到 <span class="mv mv-num">8.16</span> 万美元一带</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">苹果</span><span class="mv mv-sep">|</span><span class="brief-text">收盘市值首次站上 <span class="mv mv-num">5</span> 万亿美元</span></li> <li><span class="brief-name">英伟达</span><span class="mv mv-sep">|</span><span class="brief-text">拟再投约 <span class="mv mv-num">20</span> 亿美元加码欧洲 AI，并入股 Doctolib 等四家法国公司</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">通胀超预期，美股与比特币同步回撤。</li><li>美国9月CPI同比3.7%超预期，核心2.6%，汽油单月涨9.1%。标普跌1.1%，纳指跌约1.9%，美股市值蒸发超1万亿美元，BTC从约8.4万回落到8.16万美元一带。接下来盯今晚美国9月PPI，以及10月28日美联储议息前的加息定价。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">今晚</span><span class="mv mv-sep">|</span><span class="brief-text">美国9月PPI</span></li> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储议息前的加息定价</span></li> </ul> </section> </div>https://news.chaoshen.io/2026/10/14/Wed, 14 Oct 2026 08:00:00 +0800https://news.chaoshen.io/2026/10/14/<div class="brief"> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">01</span><span class="brief-slash">/</span><span>市场观察</span> </h2> <ul class="brief-list"> <li class="brief-group"> <p class="brief-gtitle">中国出口<span class="mv mv-sep">|</span>顺差跳升</p> <ul> <li>中国9月出口同比大增 <span class="mv mv-up">36.3%</span>，远超预期，单月顺差 <span class="mv mv-num">1335</span> 亿美元，前三季度顺差已达 <span class="mv mv-num">9381</span> 亿美元</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">物价<span class="mv mv-sep">|</span>上游偏热</p> <ul> <li>9月PPI同比上涨 <span class="mv mv-up">5.0%</span>，创四年多新高，CPI仅涨 <span class="mv mv-up">0.9%</span>，上游涨价和终端需求冷热分化明显</li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">美股银行<span class="mv mv-sep">|</span>财报分化</p> <ul> <li>美股银行财报开局分化，摩根大通营收 <span class="mv mv-num">509</span> 亿美元不及预期，高盛每股收益 <span class="mv mv-num">17.01</span> 美元大超预期，股票交易收入大增 <span class="mv mv-up">72%</span></li> </ul> </li> <li class="brief-group"> <p class="brief-gtitle">加密市场<span class="mv mv-sep">|</span>等待通胀</p> <ul> <li>BTC站稳 <span class="mv mv-num">8.3</span> 万美元附近，ETH在 <span class="mv mv-num">2500</span> 美元一带震荡，市场在等美国通胀数据</li> </ul> </li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">02</span><span class="brief-slash">/</span><span>AI 与科技</span> </h2> <ul class="brief-list brief-tech"> <li><span class="brief-name">谷歌</span><span class="mv mv-sep">|</span><span class="brief-text">发布 Gemini 4 Argon，全球同步开放，支持 <span class="mv mv-num">100</span> 万 token 输入输出总上限，API 首发价每百万 token 输入 <span class="mv mv-num">2</span> 美元、输出 <span class="mv mv-num">10</span> 美元</span></li> <li><span class="brief-name">Physical Intelligence</span><span class="mv mv-sep">|</span><span class="brief-text">开放 Pi API 测试版，开发者可上传机器人数据做微调和云端推理，需排队申请</span></li> <li><span class="brief-name">半导体出口</span><span class="mv mv-sep">|</span><span class="brief-text">中国前 9 个月半导体出口金额同比增长 <span class="mv mv-up">108.1%</span>，高科技产品和汽车继续撑起出口</span></li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">03</span><span class="brief-slash">/</span><span>今日核心判断</span> </h2> <ul class="brief-list brief-judge"><li class="brief-lead">出口与上游物价偏热，方向看美国CPI。</li><li>中国9月出口同比大增36.3%，单月顺差1335亿美元，PPI同比上涨5.0%而CPI仅涨0.9%。银行财报开局分化，BTC站稳8.3万美元附近。本周美国9月CPI的冷热，直接决定10月28日美联储会议的方向。</li> </ul> </section> <section class="brief-sec"> <h2 class="brief-label"> <span class="brief-no">04</span><span class="brief-slash">/</span><span>接下来关注</span> </h2> <ul class="brief-list brief-watch"> <li><span class="brief-when">本周</span><span class="mv mv-sep">|</span><span class="brief-text">美国9月CPI</span></li> <li><span class="brief-when">10月28日</span><span class="mv mv-sep">|</span><span class="brief-text">美联储会议</span></li> </ul> </section> </div>