{"id":48461,"date":"2026-06-04T15:37:24","date_gmt":"2026-06-04T15:37:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/cn\/uncategorized\/%e5%8d%9a%e9%80%9a%e4%b8%9a%e7%bb%a9%e6%8c%87%e5%bc%95%e4%bb%a4ai%e5%8d%96%e7%9b%98%e9%99%8d%e6%b8%a9%ef%bc%9a%e5%a4%a7%e5%9e%8b%e7%a7%91%e6%8a%80%e8%82%a1%e4%b9%b0%e7%9b%98%e8%bd%ac%e5%bc%b1%ef%bc%8c\/"},"modified":"2026-06-04T15:37:24","modified_gmt":"2026-06-04T15:37:24","slug":"%e5%8d%9a%e9%80%9a%e4%b8%9a%e7%bb%a9%e6%8c%87%e5%bc%95%e4%bb%a4ai%e5%8d%96%e7%9b%98%e9%99%8d%e6%b8%a9%ef%bc%9a%e5%a4%a7%e5%9e%8b%e7%a7%91%e6%8a%80%e8%82%a1%e4%b9%b0%e7%9b%98%e8%bd%ac%e5%bc%b1%ef%bc%8c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/cn\/live-updates\/%e5%8d%9a%e9%80%9a%e4%b8%9a%e7%bb%a9%e6%8c%87%e5%bc%95%e4%bb%a4ai%e5%8d%96%e7%9b%98%e9%99%8d%e6%b8%a9%ef%bc%9a%e5%a4%a7%e5%9e%8b%e7%a7%91%e6%8a%80%e8%82%a1%e4%b9%b0%e7%9b%98%e8%bd%ac%e5%bc%b1%ef%bc%8c\/","title":{"rendered":"\u535a\u901a\u4e1a\u7ee9\u6307\u5f15\u4ee4AI\u5356\u76d8\u964d\u6e29\uff1a\u5927\u578b\u79d1\u6280\u80a1\u4e70\u76d8\u8f6c\u5f31\uff0c\u6807\u666e500\u4f30\u503c\u504f\u9ad8"},"content":{"rendered":"<p>\u535a\u901a\uff08Broadcom\uff09\u5b63\u5ea6\u4e1a\u7ee9\u6574\u4f53\u7b26\u5408\u9884\u671f\uff1a\u8425\u6536\u62a5222.19\u4ebf\u7f8e\u5143\uff0c\u843d\u5728\u7ea6221.3\u4ebf\u2013222.7\u4ebf\u7f8e\u5143\u533a\u95f4\u5185\uff1b\u8c03\u6574\u540e\u6bcf\u80a1\u76c8\u5229\uff08adjusted EPS\uff092.44\u7f8e\u5143\uff0c\u9ad8\u4e8e\u7ea62.39\u20132.40\u7f8e\u5143\u3002AI\u8425\u6536\u4e3a108\u4ebf\u7f8e\u5143\uff0c\u5bf9\u6bd4\u516c\u53f8\u6307\u5f15107\u4ebf\u7f8e\u5143\uff1b\u516c\u53f8\u6307\u5f15\u7b2c\u4e09\u5b63\u8425\u6536294\u4ebf\u7f8e\u5143\uff0c\u4f18\u4e8e\u7ea6283\u4ebf\u7f8e\u5143\u7684\u5e02\u573a\u9884\u671f\u3002\u538b\u529b\u70b9\u5728\u4e8e\u7b2c\u4e09\u5b63AI\u8425\u6536\u6307\u5f15160\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u90e8\u5206\u5e02\u573a\u201c\u8033\u8bed\u201d\u9884\u671f\u7ea6163.6\u4ebf\u7f8e\u5143\u3002\u6280\u672f\u9762\u4e0a\uff0c\u80a1\u4ef7\u63a5\u8fd1\u5468\u7ebf\u5347\u52bf\u901a\u9053\u4e0a\u6cbf\uff0c\u5e76\u51fa\u73b0RSI\u80cc\u79bb\u8baf\u53f7\uff0c\u4f46\u7ed3\u6784\u4ecd\u83b750\u5468EMA\u5e26\u652f\u6491\u3002<\/p>\n<p>AI\u4ea4\u6613\u6b63\u5728\u201c\u82af\u7247\/\u57fa\u7840\u8bbe\u65bd\u5356\u65b9\u201d\u4e0e\u201c\u5927\u578b\u80a1\u4e70\u65b9\u201d\u4e4b\u95f4\u5206\u5316\u3002\u5c3d\u7ba1\u7f8e\u5149\u3001\u53f0\u79ef\u7535\u3001\u8fc8\u5a01\u5c14\u3001AMD\u3001SMH\u4e0eSOXX\u63a5\u8fd1\u9ad8\u4f4d\uff0c\u82f1\u4f1f\u8fbe\u4e0e\u535a\u901a\u6709\u6240\u964d\u6e29\uff1bMeta\u6a2a\u76d8\uff0cAlphabet\u4e0e\u4e9a\u9a6c\u900a\u5219\u81ea5\u6708\u9ad8\u70b9\u56de\u843d\u3002MAGS\u6b63\u5728\u6d4b\u8bd5\u7ea668\u7684\u6f5c\u5728\u53cc\u9876\u9888\u7ebf\uff1b\u82e5\u8dcc\u7834\uff0c65\u5c06\u8fdb\u5165\u89c6\u91ce\uff0c\u4e0d\u8fc7\u76ee\u524d\u4ecd\u6cbf\u774050\u65e5EMA\u8fd0\u884c\u3002\u53e6\u4e00\u65b9\u9762\uff0cBTIG\u6570\u636e\u663e\u793a\uff0cS5INFT\u62c9\u4f38\uff08stretch\uff09\u8baf\u53f7\u57281995\u20132024\u5e74\u95f4\u89e6\u53d110\u6b21\uff0c\u6807\u666e500\u5e73\u5747\u524d\u77bb\u56de\u62a5\u4e3a\uff1a-1.18%\uff085\u5929\uff09\u3001-1.54%\uff0810\u5929\uff09\u3001-1.04%\uff0820\u5929\uff09\u3001-1.54%\uff0830\u5929\uff09\u4e0e0.32%\uff0840\u5929\uff09\uff1b\u5f53\u65f6\u5e73\u5747RSI\u4e3a79.14\uff0c\u4e14\u76f8\u5bf9200\u65e5\u5747\u7ebf\u5e73\u5747\u6ea2\u4ef731.58%\u3002\u5728\u4e00\u6ce2\u4e5d\u5468\u3001\u6307\u6570\u7a81\u78347,300\u4e4b\u540e\uff0c\u6590\u6ce2\u90a3\u5951\u6807\u8bb0\u4f4d\u843d\u5728\u7ea67,395\u4e0e7,650\uff1b7,300\u4e0e7,000\u88ab\u89c6\u4e3a\u4e0b\u884c\u53c2\u8003\u6c34\u5e73\u3002<\/p>\n<h3>\u5e02\u573a\u60c5\u7eea\u8f6c\u53d8\u4e0e\u7b56\u7565\u542b\u4e49<\/h3>\n<p>\u6211\u4eec\u89c2\u5bdf\u5230\uff0c\u5e02\u573a\u5bf9AI\u7684\u60c5\u7eea\u6b63\u5728\u8f6c\u53d8\u2014\u2014\u201c\u5f3a\u52b2\u4e1a\u7ee9\u201d\u5df2\u4e0d\u518d\u8db3\u591f\u3002\u535a\u901a\u7684\u629b\u552e\u663e\u793a\uff0c\u6295\u8d44\u8005\u5982\u4eca\u8981\u6c42\u8fd1\u4e4e\u5b8c\u7f8e\u7684\u8868\u73b0\u4e0e\u7206\u6b3e\u5f0f\uff08blockbuster\uff09\u7684\u6307\u5f15\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5728\u63a5\u4e0b\u6765\u6570\u5468\uff0c\u5bf9\u6da8\u5e45\u6700\u5ef6\u4f38\u7684AI\u4e2a\u80a1\u5356\u51fa\u4ef7\u5916\uff08out-of-the-money\uff09\u770b\u6da8\u4ef7\u5dee\uff08call spreads\uff09\uff0c\u53ef\u80fd\u662f\u76f8\u5bf9\u5ba1\u614e\u7684\u7b56\u7565\u3002<\/p>\n<p>AI\u4ea4\u6613\u660e\u663e\u5206\u88c2\u4e3a\u4e24\u5927\u9635\u8425\uff1aAI\u57fa\u7840\u8bbe\u65bd\u7684\u5356\u65b9\uff0c\u4ee5\u53ca\u4f7f\u7528AI\u7684\u4e70\u65b9\u3002\u8fd9\u79cd\u5206\u5316\u610f\u5473\u7740\uff0c\u6211\u4eec\u5bf9\u534a\u5bfc\u4f53\u677f\u5757\u7684\u5e7f\u6cdb\u6307\u6570\u578b\u62bc\u6ce8\u5e94\u66f4\u8c28\u614e\uff0c\u8f6c\u800c\u805a\u7126\u4e2a\u80a1\u3002\u8fc7\u53bb\u90a3\u79cd\u201c\u53ea\u8981\u6cbe\u4e0aAI\u53d9\u4e8b\u5c31\u4e70\u201d\u7684\u8f7b\u677e\u8d5a\u94b1\u9636\u6bb5\uff0c\u770b\u6765\u5df2\u7ecf\u7ed3\u675f\u3002<\/p>\n<p>\u5728\u5356\u65b9\u9635\u8425\u65b9\u9762\uff0c\u535a\u901a\u4e0e\u82f1\u4f1f\u8fbe\u7b49\u4e2a\u80a1\u7684\u4e0b\u884c\u8ba4\u6cbd\u9690\u542b\u6ce2\u52a8\u7387\u5df2\u6709\u6240\u4e0a\u5347\uff0c25-delta skew\u5728\u8fc7\u53bb\u4e00\u5468\u4ece-12%\u8d70\u9614\u81f3-15%\u3002\u5c3d\u7ba1\u56fe\u8868\u7ed3\u6784\u5c1a\u672a\u7834\u574f\uff0c\u4f46\u8ba4\u6cbd\u76f8\u5bf9\u770b\u6da8\u7684\u6210\u672c\u4e0a\u5347\uff0c\u663e\u793a\u66f4\u5927\u8d44\u91d1\u53ef\u80fd\u6b63\u5728\u4e3a\u56de\u8c03\u505a\u51c6\u5907\u3002\u6211\u4eec\u5c06\u6b64\u89c6\u4e3a\u8b66\u8baf\uff1a\u5373\u4fbf\u662f\u9886\u5934\u7f8a\uff0c\u52a8\u80fd\u4e5f\u5728\u8f6c\u5f31\u3002<\/p>\n<h3>AI\u4e70\u65b9\u75b2\u6001\u3001\u79d1\u6280\u5de8\u5934\u7591\u8651\u4e0e\u66f4\u5e7f\u6cdb\u5e02\u573a\u98ce\u9669<\/h3>\n<p>\u66f4\u663e\u8457\u7684\u75b2\u5f31\u51fa\u73b0\u5728\u5927\u578bAI\u652f\u51fa\u8005\uff08\u5982Alphabet\u4e0e\u4e9a\u9a6c\u900a\uff09\u8eab\u4e0a\uff0c\u5e02\u573a\u5bf9\u5546\u4e1a\u5316\uff08monetization\uff09\u7684\u7591\u95ee\u6b63\u5728\u5347\u6e29\u3002\u8fd1\u671f\u5206\u6790\u5e08\u62a5\u544a\u663e\u793a\uff0c\u5171\u8bc6\u9884\u671f\u79d1\u6280\u5de8\u5934\u7684AI\u76f8\u5173\u8d44\u672c\u5f00\u652f\u4eca\u5e74\u5c06\u589e\u957f45%\uff0c\u4f46\u76f8\u5173\u8425\u6536\u4ec5\u9884\u8ba1\u589e\u957f18%\u3002\u8fd9\u9879\u5dee\u8ddd\u6269\u5927\uff0c\u4f7f\u6211\u4eec\u8003\u8651\u5728\u8be5\u7ec4\u522b\u4e2d\u6311\u9009\u4e2a\u522b\u6807\u7684\u5efa\u7acb\u957f\u4ed3\u8ba4\u6cbd\uff08long put\uff09\u90e8\u4f4d\u3002<\/p>\n<p>MAGS ETF\u662f\u6211\u4eec\u89c2\u5bdfAI\u4e70\u65b9\u75b2\u6001\u7684\u6838\u5fc3\u6307\u6807\uff0c\u56e0\u4e3a\u5b83\u76ee\u524d\u6b63\u6d4b\u8bd5\u5173\u952e\u768468\u652f\u6491\u4f4d\u3002\u82e5\u5728\u65e5\u7ebf\u6536\u76d8\u4e14\u4f34\u968f\u6210\u4ea4\u91cf\u786e\u8ba4\u4e0b\u6709\u6548\u8dcc\u7834\u8be5\u6c34\u5e73\uff0c\u5c06\u6210\u4e3a\u6211\u4eec\u52a0\u7801\u504f\u7a7a\u90e8\u4f4d\u7684\u8baf\u53f7\uff0c\u53ef\u80fd\u901a\u8fc7\u4e70\u51657\u6708\u5230\u671f\u8ba4\u6cbd\u6765\u6267\u884c\u3002\u73b0\u9636\u6bb5\u8be5\u6c34\u5e73\u4ecd\u5b88\u4f4f\uff0c\u4f46\u53cd\u590d\u6d4b\u8bd5\u672c\u8eab\u5df2\u53cd\u6620\u6f5c\u5728\u8d70\u5f31\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u66f4\u5e7f\u6cdb\u7684\u6807\u666e500\u5448\u73b0\u5386\u53f2\u6027\u201c\u8fc7\u5ea6\u5ef6\u4f38\u201d\u3002\u4e0a\u5468\u4e94\u7684\u975e\u519c\u5c31\u4e1a\u62a5\u544a\u9ad8\u4e8e\u9884\u671f\uff0c\u5f15\u53d1\u5e02\u573a\u62c5\u5fe7\u7f8e\u8054\u50a8\u53ef\u80fd\u63a8\u8fdf\u539f\u5148\u9884\u671f\u7684\u964d\u606f\u3002VIX\u867d\u4ecd\u5904\u4f4e\u4f4d14.5\uff0c\u4f46\u5df2\u4ece5\u6708\u4f4e\u70b9\u7ea612\u56de\u5347\uff0c\u6697\u793a\u90e8\u5206\u4ea4\u6613\u8005\u6b63\u6084\u6084\u4e70\u5165\u4fdd\u62a4\u3002<\/p>\n<p>\u5386\u53f2\u4e0a\uff0c\u5f53S5INFT\u6280\u672f\u8baf\u53f7\u95ea\u73b0\u540e\uff0c\u6807\u666e500\u5728\u968f\u540e\u4e00\u4e2a\u6708\u7684\u5e73\u5747\u56de\u62a5\u503e\u5411\u4e3a\u8d1f\u3002\u8fd9\u4e00\u5386\u53f2\u5148\u4f8b\uff0c\u4f7f\u4e70\u5165\u77ed\u671f\u6307\u6570\u8ba4\u6cbd\u6216VIX\u770b\u6da8\u671f\u6743\uff0c\u6210\u4e3a\u5bf9\u51b2\u957f\u4ed3\u7ec4\u5408\u7684\u8f83\u5177\u5438\u5f15\u529b\u624b\u6bb5\u3002\u672a\u6765\u51e0\u5468\u56de\u64a4\u81f37,300\u4e00\u5e26\u7684\u53ef\u80fd\u6027\u6b63\u4e0a\u5347\u3002<\/p>\n<p>\u5173\u952e\u5728\u4e8e\u66f4\u201c\u7cbe\u9009\u201d\uff0c\u800c\u975e\u5168\u9762\u653e\u5f03AI\u4e3b\u9898\u3002\u6211\u4eec\u5c06\u5bc6\u5207\u5173\u6ce8MAGS\u768468\u6c34\u5e73\uff0c\u56e0\u4e3a\u4e00\u65e6\u5931\u5b88\uff0c\u5c06\u786e\u8ba4AI\u4e70\u65b9\u7684\u75b2\u6001\u5c5e\u5b9e\u3002\u82e5\u8be5\u652f\u6491\u8dcc\u7834\uff0c\u4e5f\u5c06\u5f3a\u5316\u6211\u4eec\u5bf9\u66f4\u5e7f\u6cdb\u5e02\u573a\u8fdb\u5165\u6574\u7406\uff08consolidation\uff09\u7684\u5224\u65ad\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u535a\u901a\u4e1a\u7ee9\u8fbe\u6807\u4f46AI\u6307\u5f15\u4e0d\u591f\u201c\u7206\u6b3e\u201d\u5f15\u53d1\u964d\u6e29\uff0cAI\u4ea4\u6613\u5206\u5316\uff1a\u82af\u7247\u5356\u65b9\u627f\u538b\u3001\u5de8\u5934\u4e70\u65b9\u75b2\u6001\u3002\u6807\u666e\u8fc7\u5ea6\u5ef6\u4f38\uff0c\u5173\u6ce8MAGS 68\u4e0e7,300\u652f\u6491\uff0c\u504f\u5411\u7cbe\u9009\u4e0e\u5bf9\u51b2\u3002<\/p>\n","protected":false},"author":103,"featured_media":49831,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[33],"tags":[],"class_list":["post-48461","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/posts\/48461","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/users\/103"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/comments?post=48461"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/posts\/48461\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/media\/49831"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/media?parent=48461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/categories?post=48461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/cn\/wp-json\/wp\/v2\/tags?post=48461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}