{"id":823570,"date":"2026-08-06T07:39:36","date_gmt":"2026-08-05T23:39:36","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=823570"},"modified":"2026-08-06T07:39:36","modified_gmt":"2026-08-05T23:39:36","slug":"%e7%be%8e%e8%81%94%e5%82%a8%e5%8a%a0%e6%81%af%ef%bc%8c%e6%9c%80%e6%96%b0%e6%b6%88%e6%81%af%ef%bc%81%e7%be%8e%e8%82%a1%e5%ad%98%e5%82%a8%e5%b7%a8%e5%a4%b4%ef%bc%8c%e7%9b%98%e5%90%8e%e5%a4%a7%e8%b7%8c","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=823570","title":{"rendered":"\u7f8e\u8054\u50a8\u52a0\u606f\uff0c\u6700\u65b0\u6d88\u606f\uff01\u7f8e\u80a1\u5b58\u50a8\u5de8\u5934\uff0c\u76d8\u540e\u5927\u8dcc"},"content":{"rendered":"

\u9694\u591c\u7f8e\u80a1\u5e02\u573a\u5448\u73b0\u5206\u5316\u884c\u60c5\u3002<\/font>\u7f8e\u8054\u50a8\u5b98\u5458\u5361\u4ec0\u5361\u5229\u8868\u793a\uff0c\u5e94\u9010\u6b65\u4e0a\u8c03\u5229\u7387\uff0c\u907f\u514d\u672a\u6765\u6fc0\u8fdb\u6536\u7d27\u3002<\/font><\/p>\n

\"\u7f8e\u8054\u50a8\u52a0\u606f\uff0c\u6700\u65b0\u6d88\u606f\uff01\u7f8e\u80a1\u5b58\u50a8\u5de8\u5934\uff0c\u76d8\u540e\u5927\u8dcc\"<\/span><\/div>\n

\u9053\u6307\u518d\u521b\u65b0\u9ad8<\/font><\/p>\n

\u622a\u81f3\u7f8e\u80a1<\/font><\/font>8<\/font>\u6708<\/font><\/font>5<\/font><\/font>\u65e5\u6536\u76d8\uff0c\u4e09\u5927\u6307\u6570\u6da8\u8dcc\u4e0d\u4e00\u3002\u9053\u743c\u65af\u5de5\u4e1a\u6307\u6570\u6536\u6da8<\/font><\/font>0.49%<\/font><\/font>\uff0c\u62a5<\/font><\/font>54349.12<\/font><\/font>\u70b9\uff0c<\/font><\/font>\u7ee7\u7eed\u521b<\/font><\/font>\u5386\u53f2\u65b0\u9ad8\u3002\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u6536\u8dcc<\/font><\/font>0.83%<\/font>\uff0c\u62a5<\/font><\/font>26363.44<\/font><\/font>\u70b9<\/font><\/font>\uff0c<\/font><\/font>\u6807\u666e<\/font><\/font>500<\/font>\u6307\u6570\u5c0f\u5e45\u56de\u8c03<\/font><\/font>0.17%<\/font><\/font>\uff0c\u62a5<\/font><\/font>7723.55<\/font><\/font>\u70b9\uff0c<\/font><\/font>\u7ec8\u7ed3\u4e86\u4e94\u8fde\u9633\u8d70\u52bf\uff0c<\/font><\/font>\u7ed3\u6784\u6027\u884c\u60c5\u7279\u5f81\u7a81\u51fa\u3002<\/font><\/font><\/p>\n

\"\u7f8e\u8054\u50a8\u52a0\u606f\uff0c\u6700\u65b0\u6d88\u606f\uff01\u7f8e\u80a1\u5b58\u50a8\u5de8\u5934\uff0c\u76d8\u540e\u5927\u8dcc\"<\/span><\/div>\n

\u677f\u5757\u65b9\u9762<\/font><\/font>\uff0c\u533b\u7597\u3001<\/font><\/font>\u6d88\u8d39<\/font><\/font>\u3001\u5de5\u4e1a\u84dd\u7b79<\/font><\/font>\u7b49<\/font><\/font>\u677f\u5757<\/font><\/font>\u9886\u6da8\uff0c<\/font><\/font>\u79d1\u6280\u80a1\u6574\u4f53\u8868\u73b0\u75b2\u8f6f\uff0c\u5b58\u50a8\u3001\u534a\u5bfc\u4f53\u677f\u5757\u5927\u8dcc<\/font><\/font>\u3002\u70ed\u95e8\u4e2a\u80a1\u65b9\u9762\uff0c<\/font><\/font><\/font>SpaceX<\/font><\/font><\/font>\u8dcc<\/font><\/font><\/font>13.61%<\/font><\/font><\/font>\uff0c\u8d85\u5a01\u534a\u5bfc\u4f53\uff08<\/font><\/font><\/font>AMD<\/font><\/font><\/font>\uff09\u8dcc<\/font><\/font><\/font>7.04%<\/font><\/font><\/font>\uff0c\u95ea\u8fea\u8dcc<\/font><\/font><\/font>5.4%<\/font><\/font><\/font>\uff0c\u897f\u90e8\u6570\u636e\u8dcc<\/font><\/font><\/font>5.36%<\/font><\/font><\/font>\uff0c<\/font><\/font><\/font>SK<\/font><\/font><\/font>\u6d77\u529b\u58eb\u8dcc<\/font><\/font><\/font>2.17%<\/font><\/font><\/font>\uff0c\u82f1\u4f1f\u8fbe\u6da8<\/font><\/font><\/font>3.43%<\/font><\/font><\/font>\uff0c\u7f8e\u5149\u79d1\u6280\u6da8<\/font><\/font><\/font>0.06%<\/font><\/font><\/font>\u3002<\/font><\/font><\/font><\/p>\n

\u56fd\u9645\u8d35\u91d1\u5c5e\u671f\u8d27\u666e\u904d\u6536\u6da8\uff0c<\/font><\/font>COMEX<\/font><\/font>\u9ec4\u91d1\u671f\u8d27\u6da8<\/font><\/font>3.74%<\/font><\/font>\uff0c<\/font><\/font>COMEX<\/font><\/font>\u767d\u94f6\u671f\u8d27\u6da8<\/font><\/font>3.34%<\/font><\/font>\u3002\u7f8e\u6cb9\u4e3b\u529b\u5408\u7ea6\u6536\u8dcc<\/font><\/font>0.91%<\/font><\/font>\uff0c\u62a5<\/font><\/font>75.08<\/font><\/font>\u7f8e\u5143<\/font><\/font>\/<\/font><\/font>\u6876\uff1b\u5e03\u6cb9\u4e3b\u529b\u5408\u7ea6\u6da8<\/font><\/font>0.08%<\/font><\/font>\uff0c\u62a5<\/font><\/font>79.42<\/font><\/font>\u7f8e\u5143<\/font><\/font>\/<\/font><\/font>\u6876\u3002<\/font><\/font><\/p>\n

\u6d88\u606f\u9762\u4e0a\uff0c\u636e\u65b0\u534e\u8d22\u7ecf\u62a5\u9053\uff0c\u660e\u5c3c\u963f\u6ce2\u5229\u65af\u8054\u50a8\u4e3b\u5e2d\u5c3c\u5c14\u00b7\u5361\u4ec0\u5361\u5229\uff08Neel Kashkari\uff09\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u7f8e\u8054\u50a8\u73b0\u5728\u5e94\u201c\u5f00\u59cb\u9010\u6b65\u4e0a\u8c03\u201d\u5229\u7387\uff0c\u4ee5\u964d\u4f4e\u901a\u80c0\u5e76\u907f\u514d\u672a\u6765\u9700\u8981\u66f4\u5927\u5e45\u5ea6\u52a0\u606f\u3002<\/font><\/p>\n

\u5728\u4e0a\u5468\u4e3e\u884c\u7684FOMC<\/font>\uff08<\/font>\u8054\u90a6\u516c\u5f00\u5e02\u573a\u59d4\u5458\u4f1a\uff09<\/font><\/font>\u4f1a\u8bae\u4e2d\uff0c\u5361\u4ec0\u5361\u5229\u662f\u652f\u6301\u52a0\u606f25\u4e2a\u57fa\u70b9\u7684\u4e09\u540d\u7968\u59d4\u4e4b\u4e00\u3002<\/font><\/p>\n

\u5c3d\u7ba1\u660e\u786e\u8868\u8fbe\u4e86\u52a0\u606f\u503e\u5411\uff0c\u5361\u4ec0\u5361\u5229\u5bf9\u77ed\u671f\u653f\u7b56\u8def\u5f84\u4ecd\u6301\u5ba1\u614e\u6001\u5ea6\u3002\u4ed6\u8868\u793a\u4e0d\u786e\u5b9aFOMC\u4f1a\u57289\u6708\u91c7\u53d6\u4ec0\u4e48\u884c\u52a8\uff0c\u201c\u672a\u6765\u7684\u6570\u636e\u5c06\u4f1a\u8d77\u5230\u5173\u952e\u4f5c\u7528\u201d\u3002\u5728\u88ab\u95ee\u53ca\u4e2a\u4eba\u7acb\u573a\u65f6\uff0c\u4ed6\u79f0\u81ea\u5df1\u201c\u5bf9\u672a\u6765\u653f\u7b56\u9009\u62e9\u4fdd\u6301\u5f00\u653e\u6001\u5ea6\u201d\uff0c\u4e14\u201c\u6ca1\u6709\u5f3a\u70c8\u7684\u4e2a\u4eba\u89c2\u70b9\u201d\uff0c\u663e\u793a\u51fa\u5728\u6570\u636e\u51fa\u7089\u524d\u4fdd\u7559\u7075\u6d3b\u6027\u7684\u59ff\u6001\u3002<\/p>\n

\"\u7f8e\u8054\u50a8\u52a0\u606f\uff0c\u6700\u65b0\u6d88\u606f\uff01\u7f8e\u80a1\u5b58\u50a8\u5de8\u5934\uff0c\u76d8\u540e\u5927\u8dcc\"<\/span><\/div>\n

\u95ea\u8fea\u3001\u897f\u90e8\u6570\u636e\u76d8\u540e\u5927\u8dcc<\/font><\/p>\n

8<\/font><\/font>\u6708<\/font><\/font><\/font>6<\/font><\/font><\/font>\u65e5\uff0c\u7ea6<\/font><\/font><\/font>9.115<\/font><\/font><\/font>\u4ebf\u80a1<\/font><\/font><\/font>SpaceX<\/font><\/font><\/font>\u5185\u90e8\u4eba\u58eb\u6301\u80a1\u5c06\u89e3\u9664\u9650\u552e\uff0c\u6d89\u53ca\u5e02\u503c\u8d85<\/font><\/font><\/font>1000<\/font><\/font><\/font>\u4ebf\u7f8e\u5143\uff0c\u89c4\u6a21<\/font><\/font><\/font>\u521b\u7f8e\u80a1\u5386\u53f2\u4e4b\u6700<\/font><\/font><\/font>\u3002\u5e02\u573a\u666e\u904d\u9884\u8ba1\uff0c<\/font><\/font><\/font>SpaceX<\/font><\/font>\u80a1\u4ef7\u6216\u5c06\u9762\u4e34\u65b0\u4e00\u8f6e\u6ce2\u52a8\u3002<\/font><\/font><\/font><\/p>\n

\u5176\u4ed6\u91cd\u8981\u4e2a\u80a1\u65b9\u9762\uff0c\u95ea\u8fea\u7b2c\u56db\u8d22\u5b63\u8425\u6536<\/font><\/font>89.6<\/font><\/font>\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f<\/font><\/font>372%<\/font><\/font>\uff0c<\/font><\/font>2026<\/font><\/font>\u8d22\u5e74\u8425\u6536<\/font><\/font>202.5<\/font><\/font>\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e0a\u5e74\u589e\u957f<\/font><\/font>175%<\/font><\/font>\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\uff08<\/font><\/font>EPS<\/font><\/font>\uff09\u4e3a<\/font><\/font>39.25<\/font><\/font>\u7f8e\u5143\uff0c\u5206\u6790\u5e08\u9884\u671f<\/font><\/font>34.37<\/font><\/font>\u7f8e\u5143\u3002\u516c\u53f8\u8463\u4e8b\u4f1a\u6279\u51c6<\/font><\/font>140<\/font><\/font>\u4ebf\u7f8e\u5143\u80a1\u7968\u56de\u8d2d\u8ba1\u5212\u3002<\/font><\/font><\/p>\n

\u897f\u90e8\u6570\u636e\u7b2c\u56db\u8d22\u5b63\u51c0\u8425\u6536<\/font><\/font>37.5<\/font>\u4ebf\u7f8e\u5143\uff0c\u5206\u6790\u5e08\u9884\u671f<\/font><\/font>36.8<\/font><\/font>\u4ebf\u7f8e\u5143<\/font><\/font>\uff0c<\/font><\/font>\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\uff08<\/font><\/font>EPS<\/font>\uff09\u4e3a<\/font><\/font>3.56<\/font><\/font>\u7f8e\u5143\uff0c\u5206\u6790\u5e08\u9884\u671f<\/font><\/font>3.31<\/font><\/font>\u7f8e\u5143\u3002\u9884\u8ba1\u7b2c\u4e00\u8d22\u5b63\u8425\u6536<\/font><\/font>40<\/font><\/font>\u4ebf\u81f3<\/font><\/font>42<\/font><\/font>\u4ebf\u7f8e\u5143\u3002<\/font><\/font><\/p>\n

\u7f8e\u4e1c\u65f6\u95f4\u5468\u4e09\u76d8\u540e\uff0c\u95ea\u8fea\u548c\u897f\u90e8\u6570\u636e\u516c\u5e03\u4e1a\u7ee9\u540e\uff0c<\/font><\/font>\u76d8\u540e\u4ea4\u6613\u4e2d\u5747\u5927\u5e45\u4e0b\u8dcc\uff0c\u95ea\u8fea\u8dcc\u8d857%\uff0c\u897f\u90e8\u6570\u636e\u8dcc\u8d8510%\u3002<\/font><\/font><\/p>\n

\"\u7f8e\u8054\u50a8\u52a0\u606f\uff0c\u6700\u65b0\u6d88\u606f\uff01\u7f8e\u80a1\u5b58\u50a8\u5de8\u5934\uff0c\u76d8\u540e\u5927\u8dcc\"<\/span><\/div>\n

\u8fea\u58eb\u5c3c\u7b2c\u4e09\u8d22\u5b63\u8425\u6536\u540c\u6bd4\u589e\u957f<\/font><\/font>7%<\/font>\u81f3<\/font><\/font>252.5<\/font><\/font>\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u8fbe\u5230<\/font><\/font>2.06<\/font><\/font>\u7f8e\u5143\uff0c\u5747\u9ad8\u4e8e\u5e02\u573a\u9884\u671f<\/font><\/font>\uff1b<\/font><\/font>\u793c\u6765\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f<\/font><\/font>48%<\/font>\u81f3<\/font><\/font>230<\/font><\/font>\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7ea6<\/font><\/font>33%<\/font><\/font>\u81f3<\/font><\/font>8.38<\/font><\/font>\u7f8e\u5143\uff0c\u5747\u8d85\u51fa\u5e02\u573a\u9884\u671f<\/font><\/font>\u3002<\/font><\/font><\/p>\n

\u8d23\u7f16\uff1a\u5f6d\u52c3<\/p>\n

\u6821\u5bf9\uff1a\u9ad8\u6e90<\/p>\n

\u8d23\u4efb\u7f16\u8f91\uff1a\u738b\u73c2 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u9694\u591c\u7f8e\u80a1\u5e02\u573a\u5448\u73b0\u5206\u5316\u884c\u60c5\u3002\u7f8e\u8054\u50a8\u5b98\u5458\u5361\u4ec0\u5361\u5229\u8868\u793a\uff0c\u5e94\u9010\u6b65\u4e0a\u8c03\u5229\u7387\uff0c\u907f\u514d\u672a\u6765\u6fc0\u8fdb\u6536\u7d27\u3002 \u9053\u6307\u518d\u521b\u65b0\u9ad8 \u622a\u81f3\u7f8e\u80a18 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[],"views":6,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/823570"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=823570"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/823570\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=823570"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=823570"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=823570"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}