非一般股民 personal page - To The Moon

非一般股民

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非一般股民

08-24 22:12

$汽車地帶(AZO)$

非一般股民

08-24 22:09

intl hold

非一般股民

08-24 22:09

sandisk

非一般股民

08-24 22:08

TQQQ

非一般股民

08-22

nvda

非一般股民

08-22

pdd

非一般股民

08-21

TLT

@ETF唔係ET虎:【🎁有獎話題】美國債務逼近40兆美元，哪些ETF受到衝擊，投資者正在湧向哪些ETF？

非一般股民

08-21

HSI GOGOGO

@虎港通:【🎁有獎話題】恆生指數調整倒數，逾860億美元被動資金蓄勢待發？

非一般股民

08-21

robot

非一般股民

08-21

ARKK

非一般股民

08-21

apple

非一般股民

08-21

Nvda

@ETF唔係ET虎:【🎁有獎話題】2026最吸金十大AI ETF出爐！DRAM 50天狂攬266億，邊隻最值博？

非一般股民

08-21

BTC UP

非一般股民

08-18

mega7

@虎港通:【🎁有獎話題】老虎環球Q2大調倉：減持「七巨頭」落袋為安，全面轉向押注AI「二線選手」？

非一般股民

08-18

qqq up

@期權叻叻虎:【🎁期權掘金】美股迭創新高觸發錯失恐懼？華爾街狂買看漲避險，超微電腦奈飛多頭押註續升？

非一般股民

08-18

korea up

非一般股民

08-18

nvda drop

@虎港通:【🎁有獎話題】英偉達CPO實現全面量產，產業鏈哪些黑馬股票有望受益？

非一般股民

08-18

TQQQ

@ETF唔係ET虎:【🎁有獎話題】美股回調，半導體ETF出現獲利回吐，投資人紛紛湧入QQQ？

非一般股民

08-17

$汽車地帶(AZO)$

非一般股民

08-14

popmart gg

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<a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 這一數字意味著什麼？2022年1月美國債務才突破30兆美元，僅僅四年半時間就飆升了10兆美元。債務佔GDP比重已達123%。美國政府平均每週需要借款約500億美元來維持運轉。 2. 財政赤字失控，利息支出壓垮預算 2026財年前九個月（2025年10月至2026年6月），聯邦政府財政赤字已達1.367兆美元。僅7月份，單月赤字就飆升至4,320億美元，創下2021年3月以來最大單月缺口。全年赤字預計將接近2兆美元。 更令人擔憂的是利息支出，2026財年全年債務利息支出預計突破1.2兆美元，佔聯邦財政總收入比重升至約19%。這意味著美國政府每收入5.6兆美元，就要花7.4兆美元，赤字1.9兆美元。 3. 長端收益率飆升，債市「義警」回歸 在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","listText":"小虎們，在美國財政部介入之前， <a href=\"https://ttm.financial/S/US30Y.BOND\">$美國30年期國債收益率(US30Y.BOND)$</a> 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 這一數字意味著什麼？2022年1月美國債務才突破30兆美元，僅僅四年半時間就飆升了10兆美元。債務佔GDP比重已達123%。美國政府平均每週需要借款約500億美元來維持運轉。 2. 財政赤字失控，利息支出壓垮預算 2026財年前九個月（2025年10月至2026年6月），聯邦政府財政赤字已達1.367兆美元。僅7月份，單月赤字就飆升至4,320億美元，創下2021年3月以來最大單月缺口。全年赤字預計將接近2兆美元。 更令人擔憂的是利息支出，2026財年全年債務利息支出預計突破1.2兆美元，佔聯邦財政總收入比重升至約19%。這意味著美國政府每收入5.6兆美元，就要花7.4兆美元，赤字1.9兆美元。 3. 長端收益率飆升，債市「義警」回歸 在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","text":"小虎們，在美國財政部介入之前， $美國30年期國債收益率(US30Y.BOND)$ 近期觸及5.33%，創下19年來的新高！[Cool] 同時，美國公債逼近40兆美元，聯邦赤字預計將在本財年突破2兆美元！[666] 而這些現實正在深刻地影響著ETF市場的趨勢，決定著哪些ETF能夠受益，哪些則會遭受重創！[Thinking] 那麼當前我們可以投資入手哪些ETF呢？[YoYo] 美國國債逼近40萬億美元，美國銀行向債券投資者發出警示 一、美國債務危機的現狀：40兆美元的「灰犀牛」 1. 債務總額突破40兆美元 2026年8月19日，美國財政部公佈的數據顯示，聯邦政府債務總額已正式突破40兆美元，達到40.047兆美元。其中，公眾持有債務32.266兆美元，政府內部持有債務7.78兆美元。 這一數字意味著什麼？2022年1月美國債務才突破30兆美元，僅僅四年半時間就飆升了10兆美元。債務佔GDP比重已達123%。美國政府平均每週需要借款約500億美元來維持運轉。 2. 財政赤字失控，利息支出壓垮預算 2026財年前九個月（2025年10月至2026年6月），聯邦政府財政赤字已達1.367兆美元。僅7月份，單月赤字就飆升至4,320億美元，創下2021年3月以來最大單月缺口。全年赤字預計將接近2兆美元。 更令人擔憂的是利息支出，2026財年全年債務利息支出預計突破1.2兆美元，佔聯邦財政總收入比重升至約19%。這意味著美國政府每收入5.6兆美元，就要花7.4兆美元，赤字1.9兆美元。 3. 長端收益率飆升，債市「義警」回歸 在這種背景下，投資者對長期美債的信心持續下降。8月18日，30年期美國國債殖利率盤中一度觸及5.33%，創下2007年6月以來新高；10年期國債殖利率也逼近4.75","images":[{"img":"https://community-static.tradeup.com/news/7c2f7b96989c7cfe2bd0b093cd32e68d"},{"img":"https://community-static.tradeup.com/news/4bea4f1a19d4c61c7d4b88965c281d16"},{"img":"https://community-static.tradeup.com/news/cf07916706fda19f2d01f6d824d69dc8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599194730876952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598863415649472,"gmtCreate":1787248543529,"gmtModify":1787248546454,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"HSI GOGOGO","listText":"HSI GOGOGO","text":"HSI GOGOGO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598863415649472","repostId":"598418420404352","repostType":1,"repost":{"id":598418420404352,"gmtCreate":1787128945963,"gmtModify":1787136600217,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】恆生指數調整倒數，逾860億美元被動資金蓄勢待發？","htmlText":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$國企指數(HSCEI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a>）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， <a target=\"_blank\" href=\"https://ttm.financial/S/02259\">$紫金黃金國際(02259)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$智譜(02513)$</a> 、","listText":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$國企指數(HSCEI)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/HSTECH\">$恆生科技指數(HSTECH)$</a>）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， <a target=\"_blank\" href=\"https://ttm.financial/S/02259\">$紫金黃金國際(02259)$</a> 、 <a target=\"_blank\" href=\"https://ttm.financial/S/02513\">$智譜(02513)$</a> 、","text":"8月21日（本週五）港股收市後，恆生指數公司將公佈恆生系列指數半年度審議結果，涉及恆生指數、恆生中國企業指數、恆生科技指數及恆生綜合指數。 本次審議考察截止日期為2026年6月30日。成份股變動將於9月7日（星期一） 正式生效。 這是恆指公司6月推出分批生效機制後，首次大規模指數調整——第一組指數（ $恆生指數(HSI)$ 、 $國企指數(HSCEI)$ 、 $恆生科技指數(HSTECH)$）變動於9月7日生效，第二組指數（涵蓋港股通指數系列等）則延後一週至9月14日生效。 截至7.28日，追蹤恆生指數的ETF規模約281.3億美元、國企指數約75.2億美元、恆生科技指數約506.9億美元，合計被動資金超過863億美元（約6,700億港元）。 半年度審議通常變化較大，潛在成份股變動及相應資金流向，將在9月4日（生效前最後一個交易日）尾盤集中釋放。 一、恆生指數：AI雙雄+黃金龍頭領銜「染藍」候選 中金公司基於恆生指數量化調整方法論，結合歷史調倉邏輯驗證後測算， $紫金黃金國際(02259)$ 、 $智譜(02513)$ 、","images":[{"img":"https://community-static.tradeup.com/news/5321ef5507e637c46ebb9470f422ac5a"},{"img":"https://community-static.tradeup.com/news/aafccf89ac7e908913523bbdfe2df28e"},{"img":"https://community-static.tradeup.com/news/8b5ec73c6c8d3c724c01f1eb614a7491"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598418420404352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598863313597656,"gmtCreate":1787248518894,"gmtModify":1787248521660,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"robot","listText":"robot","text":"robot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598863313597656","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598862032155712,"gmtCreate":1787248303504,"gmtModify":1787248306229,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"ARKK","listText":"ARKK","text":"ARKK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598862032155712","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598862357795760,"gmtCreate":1787248281739,"gmtModify":1787248286773,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"apple","listText":"apple","text":"apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598862357795760","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598861358024152,"gmtCreate":1787248043831,"gmtModify":1787248045972,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"Nvda","listText":"Nvda","text":"Nvda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598861358024152","repostId":"598756551803008","repostType":1,"repost":{"id":598756551803008,"gmtCreate":1787211497574,"gmtModify":1787217600550,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142573913947612","authorIdStr":"4142573913947612"},"themes":[],"title":"【🎁有獎話題】2026最吸金十大AI ETF出爐！DRAM 50天狂攬266億，邊隻最值博？","htmlText":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> ， <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> ， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 等，例如最吸金的 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","listText":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> ， <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> ， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 等，例如最吸金的 <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF <a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF <a href=\"https://ttm.financial/S/QQQM\">$NASDAQ100指數ETF-Invesco(QQQM)$</a> 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","text":"小虎們，隨著美國財政部出手緊急救市，標普止跌三連跌！[Cool] 那麼在當前美股屢創新高，且投資環境轉好的當下，ETF虎幫大家整理了26年最受歡迎的10隻人工智慧ETF！[666] 排名Top前三的包括 $Roundhill Memory ETF(DRAM)$ ， $NASDAQ100指數ETF-Invesco(QQQM)$ ， $納指100ETF(QQQ)$ 等，例如最吸金的 $Roundhill Memory ETF(DRAM)$ 50天狂攬266個億！[Allin] 那麼你是否有上車呢？我們應該重點投資哪些呢？[YoYo] 📊 2026年十大最受歡迎AI ETF 排名 ETF名稱 代碼 淨流入（億美元） 規模（億美元） 年初至今表現 核心持倉方向 費用率 1 Roundhill Memory ETF $Roundhill Memory ETF(DRAM)$ 266 ~260 +124% 存儲芯片（SK海力士、三星、美光） 0.65% 2 Invesco NASDAQ 100 ETF $NASDAQ100指數ETF-Invesco(QQQM)$ 212 ~500+ — 納斯達克100科技龍頭 0.15% 3 Invesco QQQ Trust","images":[{"img":"https://community-static.tradeup.com/news/7b2ae707300f43aa63b13004abbe1ac5"},{"img":"https://community-static.tradeup.com/news/a445787fc271bcbad67395b34b0b863f"},{"img":"https://community-static.tradeup.com/news/d2a762c2bc4fdaf05bc15e0b436fda49"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598756551803008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598860971315704,"gmtCreate":1787248019521,"gmtModify":1787269475257,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"BTC UP","listText":"BTC UP","text":"BTC UP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598860971315704","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185923232792,"gmtCreate":1787068170642,"gmtModify":1787068174143,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"mega7","listText":"mega7","text":"mega7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185923232792","repostId":"597693146398768","repostType":1,"repost":{"id":597693146398768,"gmtCreate":1786951875637,"gmtModify":1786954200341,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】老虎環球Q2大調倉：減持「七巨頭」落袋為安，全面轉向押注AI「二線選手」？","htmlText":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 488.1 23.31億美元 9.72% -12.29% 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> 968.35 23.08億美元 9.62% -3.16% 3 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 1,119.88 22.41億美元 9.34% -6.77% 4 <a target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$</a> 580.57 20.75億美元 8.65% -45.39% 5","listText":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 <a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$臺積電(TSM)$</a> 488.1 23.31億美元 9.72% -12.29% 2 <a target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$亞馬遜(AMZN)$</a> 968.35 23.08億美元 9.62% -3.16% 3 <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 1,119.88 22.41億美元 9.34% -6.77% 4 <a target=\"_blank\" href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$</a> 580.57 20.75億美元 8.65% -45.39% 5","text":"8月14日，老虎環球基金（Tiger Global Management）向美國證券交易委員會（SEC）提交了截至2026年6月30日的第二季度13F持倉報告。這份報告揭示了一家以「重倉科技成長股」著稱的華爾街對衝基金，正在經歷一次系統性的持倉重構。 截至二季度末，老虎環球美股持倉總市值約239.82億美元，較上一季度的228.45億美元小幅增長約5%。但這一增長主要來自持倉標的的市值上漲——該基金持倉個股數量從54只減少至46只，期內新增9只個股、增持6只，同時減持20只、清倉17只。 「少而精」的持倉結構背後，是一次方向明確的集中換倉。 一、減持：「七巨頭」全線收縮，谷歌遭砍倉45% 老虎環球二季度最引人注目的操作，是對前十大重倉股進行了全線減持。 前五大重倉股持倉變動如下： 排名 股票 持倉（萬股） 持倉市值 佔組合比 季度變動 1 $臺積電(TSM)$ 488.1 23.31億美元 9.72% -12.29% 2 $亞馬遜(AMZN)$ 968.35 23.08億美元 9.62% -3.16% 3 $英偉達(NVDA)$ 1,119.88 22.41億美元 9.34% -6.77% 4 $谷歌A(GOOGL)$ 580.57 20.75億美元 8.65% -45.39% 5","images":[{"img":"https://community-static.tradeup.com/news/cf2aca8a0d92df1026c81e502ccf4da9"},{"img":"https://community-static.tradeup.com/news/52699d95b1953162923a8d174da86fa8"},{"img":"https://community-static.tradeup.com/news/9e217c715f94a8db0e6428a7dde91928"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597693146398768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185963057152,"gmtCreate":1787068162886,"gmtModify":1787068165771,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"qqq up","listText":"qqq up","text":"qqq up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185963057152","repostId":"597700306686040","repostType":1,"repost":{"id":597700306686040,"gmtCreate":1786953624104,"gmtModify":1786967400554,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期權叻叻虎","avatar":"https://community-static.tradeup.com/news/40b290a4afd78206dcc0cd7d9454f1cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142574206948102","authorIdStr":"4142574206948102"},"themes":[],"title":"【🎁期權掘金】美股迭創新高觸發錯失恐懼？華爾街狂買看漲避險，超微電腦奈飛多頭押註續升？","htmlText":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/SMCI\">$超微電腦(SMCI)$</a> 錄得五連升，引發了進八成多頭的押註續升，此外 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$奈飛(NFLX)$</a> 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$百度(BIDU)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 漲0.13","listText":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/SMCI\">$超微電腦(SMCI)$</a> 錄得五連升，引發了進八成多頭的押註續升，此外 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$奈飛(NFLX)$</a> 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， <a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$百度(BIDU)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> ， <a target=\"_blank\" href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： <a target=\"_blank\" href=\"https://ttm.financial/S/.DJI\">$道瓊斯(.DJI)$</a> 漲0.13","text":"小虎們，在美股科技股經歷了此前的大跌之後，上兩周美股再創新高！[Cool] 可是卻引發了許多投資者的擔憂，大家紛紛擔憂這次的反彈是真趨勢反轉還只是假反彈！[Onlooker] 事實上華爾街為了避免錯失美股迭創新高而引發的損失，正在狂買看漲期權避險！[Thinking] 而上週美股大財報季， $超微電腦(SMCI)$ 錄得五連升，引發了進八成多頭的押註續升，此外 $奈飛(NFLX)$ 的期權成交環比放量兩倍！[666] 本週是中概股大財報季， $阿里巴巴(BABA)$ ， $百度(BIDU)$ ， $小米集團-W(01810)$ ， $快手-W(01024)$ 將公佈財報！那麼本週你打算如何佈局美股期權呢？[YoYo] 美股今日盤前下跌 一、大市脈絡：FOMO狂熱與低成本避險並存 8月14日（週四）收盤，美股三大指數集體收漲： $道瓊斯(.DJI)$ 漲0.13","images":[{"img":"https://community-static.tradeup.com/news/eea502ebe05bbd77571c9dfa7068cd11"},{"img":"https://community-static.tradeup.com/news/240848f96128cbdd8583eb2b0dbbf06d"},{"img":"https://community-static.tradeup.com/news/24a6f5c412beec73a954048fdfee270f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597700306686040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185847211280,"gmtCreate":1787068155761,"gmtModify":1787068159937,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"korea up","listText":"korea up","text":"korea up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185847211280","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185489486576,"gmtCreate":1787068145957,"gmtModify":1787068154471,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"nvda drop","listText":"nvda drop","text":"nvda drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185489486576","repostId":"598000379600984","repostType":1,"repost":{"id":598000379600984,"gmtCreate":1787026884093,"gmtModify":1787039721129,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】英偉達CPO實現全面量產，產業鏈哪些黑馬股票有望受益？","htmlText":"小虎們，8月14日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， <a target=\"_blank\" href=\"https://ttm.financial/S/300570\">$太辰光(300570)$</a> 20CM漲停， <a target=\"_blank\" href=\"https://ttm.financial/S/603118\">$共進股份(603118)$</a> 斬獲三連板， <a target=\"_blank\" href=\"https://ttm.financial/S/300684\">$中石科技(300684)$</a> 實現「20cm」兩連板！[Call] 美股方面， <a target=\"_blank\" href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$</a> 漲超13%， <a target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","listText":"小虎們，8月14日， <a target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$英偉達(NVDA)$</a> 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， <a target=\"_blank\" href=\"https://ttm.financial/S/300570\">$太辰光(300570)$</a> 20CM漲停， <a target=\"_blank\" href=\"https://ttm.financial/S/603118\">$共進股份(603118)$</a> 斬獲三連板， <a target=\"_blank\" href=\"https://ttm.financial/S/300684\">$中石科技(300684)$</a> 實現「20cm」兩連板！[Call] 美股方面， <a target=\"_blank\" href=\"https://ttm.financial/S/AXTI\">$AXT Inc(AXTI)$</a> 漲超13%， <a target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$邁威爾科技(MRVL)$</a> 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","text":"小虎們，8月14日， $英偉達(NVDA)$ 正式宣佈基於共封裝光學（CPO）技術的Spectrum-X以太網光子交換機進入全面量產階段！[Cool] 消息一出，CPO概念股集體爆發，8月17日， $太辰光(300570)$ 20CM漲停， $共進股份(603118)$ 斬獲三連板， $中石科技(300684)$ 實現「20cm」兩連板！[Call] 美股方面， $AXT Inc(AXTI)$ 漲超13%， $邁威爾科技(MRVL)$ 漲近6%，光通信板塊全線走強！[666] 這是全球首款進入量產的200G/lane CPO以太網交換機系統！[Strong] 與傳統可插拔光模塊方案相比，新架構可實現激光器數量減少約4倍、功耗降低約5倍、平均故障間隔時間提升約10倍！[Surprised] 這意味著CPO已從技術驗證正式走向規模化應用，相關產業鏈企業有望迎來結構性機遇，那麼你回到光裡了嗎？你會趁機佈局哪些黑馬概念股呢？[YoYo] 一、美股屢創新高背後的三大引擎 8月以","images":[{"img":"https://community-static.tradeup.com/news/41c30b738a3bbcbc1bbacbc134181066"},{"img":"https://community-static.tradeup.com/news/34c0400096267cfdcfe6eb5fc7e1b1c9"},{"img":"https://community-static.tradeup.com/news/be5a4a4d1dd35cba26420c8470ef89ae"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598000379600984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598185727992008,"gmtCreate":1787068105690,"gmtModify":1787068107971,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"TQQQ","listText":"TQQQ","text":"TQQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598185727992008","repostId":"598214899250688","repostType":1,"repost":{"id":598214899250688,"gmtCreate":1787045300132,"gmtModify":1787055000180,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142573913947612","authorIdStr":"4142573913947612"},"themes":[],"title":"【🎁有獎話題】美股回調，半導體ETF出現獲利回吐，投資人紛紛湧入QQQ？","htmlText":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， <a href=\"https://ttm.financial/S/BND\">$債券指數ETF-Vanguard美國(BND)$</a> 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 <a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$</a> 和 <a href=\"https://ttm.financial/S/IVV\">$標普500ETF-iShares(IVV)$</a> 緊隨其後，資金流入分別為87億美元和37億美元。 <a href=\"https://ttm.financial/S/GLD\">$黃金ETF-SPDR(GLD)$</a> 和","listText":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， <a href=\"https://ttm.financial/S/BND\">$債券指數ETF-Vanguard美國(BND)$</a> 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， <a href=\"https://ttm.financial/S/QQQ\">$納指100ETF(QQQ)$</a> 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 <a href=\"https://ttm.financial/S/.SPX\">$標普500(.SPX)$</a> ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 <a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$</a> 和 <a href=\"https://ttm.financial/S/IVV\">$標普500ETF-iShares(IVV)$</a> 緊隨其後，資金流入分別為87億美元和37億美元。 <a href=\"https://ttm.financial/S/GLD\">$黃金ETF-SPDR(GLD)$</a> 和","text":"小虎們，不知道你們有沒有關注到美股今日盤前的回調！[Smile] 事實上，截至8月7日當週，投資者向美國上市的ETF投入了370億美元，使今年迄今的資金流入量超過了1.25兆美元。[Cool] 買盤湧入之際，美國股市再創新高，今年以來累計漲幅達14%。債券市場整體持平， $債券指數ETF-Vanguard美國(BND)$ 2026年到期時仍略為下跌。 按類別劃分，美國股票ETF以125億美元的資金流入領跑，緊隨其後的是美國固定收益ETF，流入121億美元。國際股票基金流入51億美元，國際固定收益基金流入30億美元。商品ETF流入20億美元，而槓桿ETF則逆勢而行，資金流出11億美元。 在個股層面， $納指100ETF(QQQ)$ 成為最大贏家，資金流入達102億美元。這檔科技股為主的基金今年表現優於 $標普500(.SPX)$ ，上漲 18%，但目前仍較近期高點下跌約 3%。部分投資者可能利用近期的回檔增持了該基金。 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gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596763312407504","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":513889393967488,"gmtCreate":1766491663988,"gmtModify":1766491667862,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"all in tqqq","listText":"all in tqqq","text":"all in tqqq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513889393967488","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595381458297160,"gmtCreate":1786383469620,"gmtModify":1786383471802,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"TQQQ","listText":"TQQQ","text":"TQQQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595381458297160","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530271491843032,"gmtCreate":1770482376732,"gmtModify":1770482379865,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"amzn","listText":"amzn","text":"amzn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530271491843032","isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512459808072424,"gmtCreate":1766139903180,"gmtModify":1766139906930,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"lulu","listText":"lulu","text":"lulu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512459808072424","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414524147184072,"gmtCreate":1742189192909,"gmtModify":1742189620748,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"<a 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