{"id":45877,"date":"2026-04-24T12:26:38","date_gmt":"2026-04-24T12:26:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/45877\/"},"modified":"2026-04-24T12:26:38","modified_gmt":"2026-04-24T12:26:38","slug":"bny-%e7%9a%84-bob-savage-%e8%a1%a8%e7%a4%ba%ef%bc%9a%e9%a6%96%e5%ad%a3%e6%a8%99%e6%99%ae-500-%e7%9b%88%e5%88%a9%e4%be%9d%e7%84%b6%e5%bc%b7%e5%8b%81%ef%bc%9b%e6%a5%ad%e7%b8%be%e6%8c%87%e5%bc%95","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh\/live-updates\/45877\/","title":{"rendered":"BNY \u7684 Bob Savage \u8868\u793a\uff1a\u9996\u5b63\u6a19\u666e 500 \u76c8\u5229\u4f9d\u7136\u5f37\u52c1\uff1b\u696d\u7e3e\u6307\u5f15\u597d\u58de\u53c3\u534a\uff1b\u534a\u5c0e\u9ad4\u3001AI\u3001\u80fd\u6e90\u9818\u8dd1\uff0c\u570b\u9632\u677f\u584a\u843d\u5f8c"},"content":{"rendered":"

Q1 \u8fc4\u4eca\u6a19\u666e500\u6307\u6578\u76c8\u5229\uff08\u516c\u53f8\u8cfa\u9322\u80fd\u529b\uff09\u534715%\u3002\u7f8e\u570b\u696d\u7e3e\u671f\u9996\u5169\u661f\u671f\uff0c84%\u516c\u53f8\u6bcf\u80a1\u76c8\u5229\uff08EPS\uff0c\u5373\u516c\u53f8\u76c8\u5229\u9664\u4ee5\u5df2\u767c\u884c\u80a1\u4efd\u6578\u76ee\uff09\u9ad8\u65bc\u5e02\u5834\u9810\u6e2c\uff0c\u4f46\u53ea\u6bd4\u9810\u671f\u9ad8\u4e0d\u8db32%\uff0c\u4f4e\u65bc\u9577\u671f\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n

Q2\u53ca\u5168\u5e74\u6307\u5f15\uff08\u516c\u53f8\u5c0d\u672a\u4f86\u6536\u5165\u8207\u76c8\u5229\u7684\u7ba1\u7406\u5c64\u9810\u6e2c\uff09\u8868\u73fe\u4e0d\u4e00\u30024\u6708\u7f8e\u80a1\u5347\u52e2\u64f4\u6563\u4e26\u5e36\u52d5\u5176\u4ed6\u5730\u5340\uff0c\u4f46\u9818\u6f32\u4ecd\u96c6\u4e2d\u5728\u534a\u5c0e\u9ad4\u3001\u8207\u4eba\u5de5\u667a\u80fd\uff08AI\uff0c\u5373\u53ef\u81ea\u884c\u5b78\u7fd2\u53ca\u8655\u7406\u6578\u64da\u7684\u96fb\u8166\u7cfb\u7d71\uff09\u76f8\u95dc\u80a1\u4efd\uff0c\u4ee5\u53ca\u90e8\u5206\u80fd\u6e90\u80a1\uff1b\u9632\u5b88\u677f\u584a\uff08\u8f03\u6297\u8dcc\u884c\u696d\uff09\u5247\u843d\u5f8c\u3002<\/p>\n

Earnings Surprise And Market Breadth<\/h3>\n

\u80fd\u6e90\u677f\u584a\u7684\u76c8\u5229\u9810\u671f\u8b8a\u5316\u6700\u5927\uff0c\u7531-12%\u4e0a\u8abf\u81f3+1%\u3002\u5e02\u5834\u8a8d\u70ba\u672a\u4f86\u5169\u661f\u671f\u7684\u696d\u7e3e\u5c07\u662f\u8a72\u677f\u584a\u80fd\u5426\u9054\u6a19\u7684\u95dc\u9375\u3002<\/p>\n

AI\u5e36\u52d5\u7684\u8868\u73fe\u5206\u5316\uff0c\u8edf\u4ef6\u80a1\u8207\u534a\u5c0e\u9ad4\u80a1\u8d70\u52e2\u4e0d\u4e00\u3002\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578\uff08SOX\uff0c\u8ffd\u8e64\u4e3b\u8981\u534a\u5c0e\u9ad4\u516c\u53f8\u80a1\u50f9\u8868\u73fe\u7684\u6307\u6578\uff09\u518d\u5275\u6b77\u53f2\u65b0\u9ad8\u3002<\/p>\n

\u6cb9\u50f9\u6ce2\u52d5\u8207\u5730\u7de3\u653f\u6cbb\u4e0d\u660e\u6717\uff0c\u88ab\u8996\u70ba\u53ef\u80fd\u58d3\u6291\u672a\u4f86\u76c8\u5229\u9810\u6e2c\u3001\u4f30\u503c\u500d\u6578\uff08\u5e02\u5834\u9858\u610f\u7d66\u4e88\u76c8\u5229\u7684\u5b9a\u50f9\u6c34\u5e73\uff0c\u5e38\u7528\u5982\u5e02\u76c8\u7387\uff09\u53ca\u98a8\u96aa\u80c3\u7d0d\uff08\u6295\u8cc7\u8005\u9858\u610f\u627f\u53d7\u98a8\u96aa\u7684\u7a0b\u5ea6\uff09\u3002\u677f\u584a\u8868\u73fe\u5dee\u8ddd\u64f4\u5927\uff0c\u610f\u5473\u672c\u5b63\u9918\u4e0b\u6642\u9593\u66f4\u8b1b\u9078\u80a1\uff1b\u82e5\u6cb9\u50f9\u8f49\u7a69\u53ca\u885d\u7a81\u98a8\u96aa\u4e0b\u964d\uff0c\u9818\u6f32\u7bc4\u570d\u624d\u8f03\u6709\u6a5f\u6703\u64f4\u95ca\u3002<\/p>\n

\u96d6\u7136Q1\u76c8\u5229\u589e\u9577\u5f37\u52c1\uff0c\u4f46\u9ad8\u65bc\u9810\u671f\u7684\u5e45\u5ea6\u504f\u5c0f\u5c6c\u8b66\u865f\u3002\u7531\u65bc2026\u5e74\u5176\u5f8c\u7684\u6307\u5f15\u975e\u5e38\u53c3\u5dee\uff0c\u5e02\u5834\u504f\u5411\u5be9\u614e\uff0c\u53cd\u6620\u5728VIX\uff08\u6ce2\u52d5\u7387\u6307\u6578\uff0c\u5e38\u88ab\u8996\u70ba\u5e02\u5834\u6050\u614c\u7a0b\u5ea6\u6307\u6a19\uff09\u672c\u6708\u6301\u7e8c\u9ad8\u65bc18\u3002\u9019\u610f\u5473\u8cb7\u5165\u8ffd\u8e64\u5927\u5e02\u7684\u6307\u6578\u8a8d\u8cfc\u671f\u6b0a\uff08call option\uff0c\u5373\u4ee5\u56fa\u5b9a\u50f9\u683c\u5728\u5230\u671f\u524d\u8cb7\u5165\u8cc7\u7522\u7684\u6b0a\u5229\uff09\u5438\u5f15\u529b\u8f03\u4f4e\uff0c\u5b9c\u8f49\u5411\u66f4\u7cbe\u6e96\u7684\u7b56\u7565\u3002<\/p>\n

\u9818\u5c0e\u677f\u584a\u975e\u5e38\u72f9\u7a84\uff0c\u4e3b\u8981\u96c6\u4e2d\u5728\u534a\u5c0e\u9ad4\u53ca\u90e8\u5206AI\u76f8\u95dc\u516c\u53f8\u3002\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578\uff08SOX\uff09\u672c\u5468\u518d\u5275\u65b0\u9ad8\uff0c\u986f\u793a\u8a72\u7bc4\u7587\u4ecd\u5f37\u52e2\u3002\u53ef\u8003\u616e\u4ee5\u534a\u5c0e\u9ad4ETF\u6216\u9f8d\u982d\u80a1\u90e8\u7f72\u8a8d\u8cfc\u50f9\u5dee\uff08call spread\uff1a\u540c\u6642\u8cb7\u5165\u8f03\u4f4e\u884c\u4f7f\u50f9\u7684\u8a8d\u8cfc\u3001\u8ce3\u51fa\u8f03\u9ad8\u884c\u4f7f\u50f9\u7684\u8a8d\u8cfc\uff0c\u4ee5\u63db\u53d6\u8f03\u4f4e\u6210\u672c\u4e26\u9650\u5236\u6700\u5927\u98a8\u96aa\uff09\u6355\u6349\u4e0a\u884c\uff0c\u540c\u6642\u63a7\u5236\u98a8\u96aa\u3002<\/p>\n

Options Strategies For A Selective Market<\/h3>\n

\u4e3b\u8981\u98a8\u96aa\u4ecd\u662f\u6cb9\u50f9\u6ce2\u52d5\u3002\u53d7\u5730\u7de3\u7dca\u5f35\u5f71\u97ff\uff0cWTI\u539f\u6cb9\u671f\u8ca8\uff08\u4ee5\u897f\u5fb7\u5dde\u4e2d\u8cea\u6cb9\u4f5c\u6a19\u7684\u7684\u671f\u8ca8\u5408\u7d04\uff094\u6708\u572885\u81f395\u7f8e\u5143\u5340\u9593\u5927\u5e45\u4e0a\u843d\u3002\u80fd\u6e90\u677f\u584a\u4e0d\u5229\u7c21\u55ae\u62bc\u6ce8\u55ae\u908a\u8d70\u52e2\uff0c\u53ef\u8003\u616e\u5728\u80fd\u6e90ETF\u505a\u9435\u5140\u9df9\uff08iron condor\uff1a\u8ce3\u51fa\u770b\u6f32\u50f9\u5dee\u53ca\u8ce3\u51fa\u770b\u8dcc\u50f9\u5dee\u7684\u7d44\u5408\uff0c\u62bc\u6ce8\u50f9\u683c\u7dad\u6301\u5340\u9593\u5167\uff09\u4ee5\u8ce3\u51fa\u671f\u6b0a\u91d1\uff08premium\uff0c\u5373\u671f\u6b0a\u50f9\u683c\uff09\u53d7\u60e0\u65bc\u6a6b\u884c\u6574\u56fa\u3002\u6b64\u7b56\u7565\u5229\u7528\u8f03\u9ad8\u7684\u96b1\u542b\u6ce2\u5e45\uff08implied volatility\uff1a\u7531\u671f\u6b0a\u50f9\u683c\u53cd\u63a8\u5e02\u5834\u9810\u671f\u6ce2\u52d5\uff09\u7372\u5229\uff0c\u540c\u6642\u6e1b\u5c11\u65b9\u5411\u6027\u98a8\u96aa\u3002<\/p>\n

\u56de\u770b2025\u5e74\u5e95\u7684\u5168\u9762\u5347\u5e02\uff0c\u73fe\u6642\u74b0\u5883\u66f4\u504f\u5411\u9078\u80a1\uff0c\u5bb9\u932f\u66f4\u4f4e\u3002\u5f37\u5f31\u677f\u584a\u5dee\u8ddd\u5927\uff0c\u5e36\u4f86\u914d\u5c0d\u4ea4\u6613\uff08pairs trade\uff1a\u540c\u6642\u8cb7\u5165\u5f37\u52e2\u8cc7\u7522\u3001\u8ce3\u51fa\u6216\u8cb7\u5165\u770b\u8dcc\u671f\u6b0a\u5c0d\u6c96\u5f31\u52e2\u8cc7\u7522\uff09\u7684\u6a5f\u6703\uff0c\u4f8b\u5982\u505a\u591a\u5177\u97cc\u6027\u7684\u79d1\u6280\u80a1\uff0c\u540c\u6642\u8cb7\u5165\u843d\u5f8c\u5de5\u696d\u6216\u570b\u9632\u677f\u584a\u7684\u8a8d\u6cbd\u671f\u6b0a\uff08put option\uff1a\u4ee5\u56fa\u5b9a\u50f9\u683c\u5728\u5230\u671f\u524d\u8ce3\u51fa\u8cc7\u7522\u7684\u6b0a\u5229\uff09\u3002\u6b64\u7b56\u7565\u53ef\u5728\u5b8f\u89c0\u885d\u64ca\u4e0b\u6e1b\u5c11\u7d44\u5408\u6ce2\u52d5\uff0c\u4e26\u6355\u6349\u8868\u73fe\u5206\u5316\u3002<\/p>\n

\u82e5\u7dca\u5f35\u5c40\u52e2\u7de9\u548c\u3001\u6cb9\u50f9\u572890\u7f8e\u5143\u4ee5\u4e0b\u8f49\u7a69\uff0c\u5e02\u5834\u9818\u6f32\u6216\u6709\u6a5f\u6703\u64f4\u6563\uff1b\u82e5\u4e0d\u660e\u6717\u6301\u7e8c\uff0c\u7b56\u7565\u61c9\u96c6\u4e2d\u4ee5\u671f\u6b0a\u53c3\u8207\u9577\u671f\u589e\u9577\u4e3b\u984c\uff08secular growth\uff1a\u7531\u7d50\u69cb\u6027\u8da8\u52e2\u63a8\u52d5\u3001\u8f03\u4e0d\u53d7\u5468\u671f\u5f71\u97ff\u7684\u589e\u9577\uff09\u3002\u91cd\u9ede\u9396\u5b9a\u8cc7\u7522\u8ca0\u50b5\u8868\uff08balance sheet\uff1a\u516c\u53f8\u8cc7\u7522\u3001\u8ca0\u50b5\u53ca\u80a1\u6771\u6b0a\u76ca\u7684\u8ca1\u52d9\u5831\u8868\uff09\u7a69\u5065\u3001\u5177\u5b9a\u50f9\u80fd\u529b\uff08pricing power\uff1a\u80fd\u63d0\u9ad8\u50f9\u683c\u800c\u4e0d\u986f\u8457\u6d41\u5931\u9700\u6c42\uff09\u7684\u516c\u53f8\uff0c\u8f03\u6709\u80fd\u529b\u61c9\u5c0d\u8271\u96e3\u74b0\u5883\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

BNY Bob Savage \u6307\u9996\u5b63\u6a19\u666e500\u76c8\u5229\u4ecd\u5f37\u52c1\uff0c\u60df\u6307\u5f15\u597d\u58de\u53c3\u534a\uff1b\u534a\u5c0e\u9ad4\u3001AI\u53ca\u80fd\u6e90\u80a1\u9818\u8dd1\uff0c\u570b\u9632\u677f\u584a\u843d\u5f8c\uff0c\u5f8c\u5e02\u7126\u9ede\u8f49\u5411\u4f01\u696d\u5c55\u671b\u8207\u677f\u584a\u8f2a\u52d5\u3002<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-45877","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts\/45877","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/comments?post=45877"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/posts\/45877\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/media?parent=45877"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/categories?post=45877"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/zh\/wp-json\/wp\/v2\/tags?post=45877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}