[美股日记]-20261022🎯 市场情绪
加密恐慌贪婪: 54/100 (Neutral) [+3, 昨日51]
CNN恐惧贪婪: 31/100 (fear)
AHR999: 0.5401 (定投区)
BTC周线RSI: 63.3
📈美股持仓
🟢VOO: $710.72 (+0.55%)
🟢QQQ: $725.20 (+1.05%)
🟢QQQM: $298.64 (+1.03%)
🟢NVDA: $221.97 (+2.54%)
🟢TSLA: $386.47 (+3.41%)
🔴GOOG: $330.95 (-1.62%)
🟢RKLB: $53.67 (+5.44%)
🟢CRCL: $89.71 (+4.47%)
🟢HOOD: $101.93 (+3.79%)
🟢COIN: $177.08 (+3.65%)
🟢TEM: $67.76 (+1.51%)
🟢GLD: $378.95 (+0.34%)
🟢SMH: $556.70 (+1.89%)
🟢DRAM: $49.16 (+3.02%)
🟢MRVL: $244.76 (+1.81%)
🟢NBIS: $171.57 (+0.07%)
🟢INTC: $92.96 (+1.39%)
🟢AMD: $552.72 (+3.36%)
🟢TSM: $431.89 (+1.60%)
🟢QCOM: $177.96 (+1.28%)
🟢RVI: $24.77 (+2.89%)
🟢VCX: $24.40 (+1.84%)
🟢DXYZ: $29.00 (+1.58%)
🧠AI 宏观判断
美股周二全线收涨，标普500收于7757点（+0.58%），纳斯达克领涨，QQQ单日涨幅达1.05%。此轮上涨的核心驱动力来自SpaceX三季度业绩超预期，AI算力需求未见放缓，提振了整个科技与AI产业链的市场情绪。
VIX恐慌指数单日下跌3.64%至16.68，处于历史中低位区间，表明市场短期内并未对系统性风险定价。原油价格升至$98.01（+0.89%），油价高位对通胀的潜在压力值得持续关注，尤其在航空等能源密集型行业已开始下调利润预期的背景下。
黄金XAUT维持在$4118高位（-0.08%），仍处于历史高位区间，显示避险需求并未消散；美元指数DXY微降至101.70，流动性环境相对宽松，对风险资产整体友好 #Stocks #美股 #RWA #标普500 #SP500 #纳斯达克100 #QQQ #QQQM #VIX #VOO #半导体ETF
加密恐慌贪婪: 54/100 (Neutral) [+3, 昨日51]
CNN恐惧贪婪: 31/100 (fear)
AHR999: 0.5401 (定投区)
BTC周线RSI: 63.3
📈美股持仓
🟢VOO: $710.72 (+0.55%)
🟢QQQ: $725.20 (+1.05%)
🟢QQQM: $298.64 (+1.03%)
🟢NVDA: $221.97 (+2.54%)
🟢TSLA: $386.47 (+3.41%)
🔴GOOG: $330.95 (-1.62%)
🟢RKLB: $53.67 (+5.44%)
🟢CRCL: $89.71 (+4.47%)
🟢HOOD: $101.93 (+3.79%)
🟢COIN: $177.08 (+3.65%)
🟢TEM: $67.76 (+1.51%)
🟢GLD: $378.95 (+0.34%)
🟢SMH: $556.70 (+1.89%)
🟢DRAM: $49.16 (+3.02%)
🟢MRVL: $244.76 (+1.81%)
🟢NBIS: $171.57 (+0.07%)
🟢INTC: $92.96 (+1.39%)
🟢AMD: $552.72 (+3.36%)
🟢TSM: $431.89 (+1.60%)
🟢QCOM: $177.96 (+1.28%)
🟢RVI: $24.77 (+2.89%)
🟢VCX: $24.40 (+1.84%)
🟢DXYZ: $29.00 (+1.58%)
🧠AI 宏观判断
美股周二全线收涨，标普500收于7757点（+0.58%），纳斯达克领涨，QQQ单日涨幅达1.05%。此轮上涨的核心驱动力来自SpaceX三季度业绩超预期，AI算力需求未见放缓，提振了整个科技与AI产业链的市场情绪。
VIX恐慌指数单日下跌3.64%至16.68，处于历史中低位区间，表明市场短期内并未对系统性风险定价。原油价格升至$98.01（+0.89%），油价高位对通胀的潜在压力值得持续关注，尤其在航空等能源密集型行业已开始下调利润预期的背景下。
黄金XAUT维持在$4118高位（-0.08%），仍处于历史高位区间，显示避险需求并未消散；美元指数DXY微降至101.70，流动性环境相对宽松，对风险资产整体友好 #Stocks #美股 #RWA #标普500 #SP500 #纳斯达克100 #QQQ #QQQM #VIX #VOO #半导体ETF